| Berkshire Hathaway Inc. | 31,857 | US$15.9M | 3.4% |
| Sandisk Corporation | 2,942 | US$6.69M | 1.4% |
| Intel Corporation | 44,781 | US$6.25M | 1.4% |
| Micron Technology, Inc. | 5,337 | US$6.16M | 1.3% |
| Palo Alto Networks, Inc. | 16,697 | US$5.69M | 1.2% |
| Lam Research Corporation | 12,439 | US$5.39M | 1.2% |
| Kla Corporation | 17,325 | US$5.23M | 1.1% |
| J.b. Hunt Transport Services, Inc. | 17,984 | US$5.21M | 1.1% |
| Teradyne, Inc. | 10,391 | US$5.03M | 1.1% |
| Datadog, Inc. | 19,167 | US$4.99M | 1.1% |
| Crowdstrike Holdings, Inc. | 6,476 | US$4.94M | 1.1% |
| Archer-daniels-midland Company | 63,916 | US$4.88M | 1.1% |
| Cvs Health Corporation | 47,156 | US$4.88M | 1.1% |
| Ge Vernova Inc. | 4,141 | US$4.87M | 1.1% |
| Applied Materials, Inc. | 6,718 | US$4.86M | 1.1% |
| Vertiv Holdings, Llc | 14,456 | US$4.84M | 1.0% |
| Coherent Corp. | 12,118 | US$4.78M | 1.0% |
| Analog Devices, Inc. | 11,879 | US$4.72M | 1.0% |
| Comfort Systems Usa, Inc. | 2,353 | US$4.66M | 1.0% |
| Western Digital Corporation | 7,190 | US$4.59M | 0.99% |
| Howmet Aerospace Inc. | 17,026 | US$4.58M | 0.99% |
| Ciena Corporation | 9,290 | US$4.56M | 0.99% |
| Lumentum Holdings Inc. | 5,187 | US$4.45M | 0.96% |
| Texas Instruments Incorporated | 14,486 | US$4.32M | 0.93% |
| Targa Resources, Inc. | 15,932 | US$4.27M | 0.92% |
| Corning Incorporated | 16,511 | US$4.22M | 0.91% |
| Dell Technologies Inc. | 9,711 | US$4.19M | 0.91% |
| Monster Beverage Corporation | 41,990 | US$4.04M | 0.87% |
| Westinghouse Air Brake Technologies Corporation | 14,774 | US$3.98M | 0.86% |
| Jabil Inc. | 10,223 | US$3.94M | 0.85% |
| Generac Holdings Inc. | 13,301 | US$3.89M | 0.84% |
| Emcor Group, Inc. | 4,566 | US$3.79M | 0.82% |
| Steel Dynamics, Inc. | 16,034 | US$3.68M | 0.80% |
| Mgm Resorts International | 75,562 | US$3.61M | 0.78% |
| Rockwell Automation, Inc. | 7,089 | US$3.51M | 0.76% |
| Cummins Inc. | 4,915 | US$3.51M | 0.76% |
| Caterpillar, Inc. | 3,282 | US$3.5M | 0.76% |
| Halliburton Company | 97,289 | US$3.3M | 0.71% |
| Alphabet Inc (google) Class C | 8,778 | US$3.14M | 0.68% |
| Marathon Petroleum Corporation | 11,850 | US$3.03M | 0.66% |
| Cisco Systems, Inc. | 25,211 | US$2.96M | 0.64% |
| Cf Industries Holdings, Inc. | 26,697 | US$2.89M | 0.63% |
| Nucor Corporation | 12,895 | US$2.87M | 0.62% |
| Qualcomm Incorporated | 15,198 | US$2.81M | 0.61% |
| On Semiconductor Corporation | 29,140 | US$2.75M | 0.60% |
| Northern Trust Corporation | 15,736 | US$2.74M | 0.59% |
| Edison International | 36,110 | US$2.69M | 0.58% |
| Citigroup, Inc. | 19,132 | US$2.68M | 0.58% |
| Nvidia Corporation | 13,163 | US$2.63M | 0.57% |
| Valero Energy Corporation | 10,025 | US$2.61M | 0.56% |
| Ford Mtr Co Del | 187K | US$2.6M | 0.56% |
| Freeport-mcmoran, Inc. | 41,201 | US$2.59M | 0.56% |
| American Electric Power Company, Inc. | 18,535 | US$2.54M | 0.55% |
| State Street Corporation | 14,330 | US$2.43M | 0.53% |
| Ralph Lauren Corporation | 5,476 | US$2.2M | 0.48% |
| Keysight Technologies Inc. | 6,206 | US$2.17M | 0.47% |
| Marriott International | 5,659 | US$2.1M | 0.45% |
| Monolithic Power Systems, Inc. | 1,483 | US$2.05M | 0.44% |
| Baker Hughes Company | 36,848 | US$2.05M | 0.44% |
| Ventas, Inc. | 22,591 | US$2.01M | 0.43% |
| Walmart Inc. | 17,295 | US$1.96M | 0.42% |
| Fedex Corporation | 6,156 | US$1.93M | 0.42% |
| Akamai Technologies, Inc. | 15,525 | US$1.84M | 0.40% |
| Quest Diagnostics Incorporated | 7,459 | US$1.58M | 0.34% |
| Albemarle Corporation | 10,746 | US$1.45M | 0.31% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Microchip Technology Incorporated | 0 | US$0 | 0.00% |
| Mettler-toledo International, Inc. | 0 | US$0 | 0.00% |
| Metlife, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
| Martin Marietta Materials, Inc. | 0 | US$0 | 0.00% |
| Marsh | 0 | US$0 | 0.00% |
| M&t Bank Corporation | 0 | US$0 | 0.00% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Loews Corporation | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Live Nation Entertainment, Inc. | 0 | US$0 | 0.00% |
| Lennox International, Inc. | 0 | US$0 | 0.00% |
| Lennar Corporation | 0 | US$0 | 0.00% |
| Estee Lauder Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Las Vegas Sands Corp. | 0 | US$0 | 0.00% |
| Labcorp Holdings Inc. | 0 | US$0 | 0.00% |
| Lululemon Athletica Inc. | 0 | US$0 | 0.00% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Kroger Company (the) | 0 | US$0 | 0.00% |
| The Kraft Heinz Company | 0 | US$0 | 0.00% |
| Masco Corporation | 0 | US$0 | 0.00% |
| Kkr & Co. Inc. | 0 | US$0 | 0.00% |
| Kinder Morgan, Inc. | 0 | US$0 | 0.00% |
| Kimco Realty Corporation (hc) | 0 | US$0 | 0.00% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |
| Keycorp | 0 | US$0 | 0.00% |
| Keurig Dr Pepper Inc. | 0 | US$0 | 0.00% |
| Kenvue Inc. | 0 | US$0 | 0.00% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
| Johnson & Johnson | 0 | US$0 | 0.00% |
| Jacobs Solutions Inc. | 0 | US$0 | 0.00% |