| Lowe's Companies, Inc. | 1.4M | US$308M | 7.6% |
| Nvidia Corporation | 1.37M | US$275M | 6.8% |
| Apple Inc | 933K | US$270M | 6.7% |
| Alphabet Inc (google) Class C | 754K | US$270M | 6.7% |
| Micron Technology, Inc. | 178K | US$206M | 5.1% |
| Advanced Micro Devices Inc | 262K | US$152M | 3.8% |
| Microsoft Corp. | 398K | US$148M | 3.7% |
| Amazon.com, Inc. | 485K | US$116M | 2.9% |
| Eli Lilly And Company | 78,924 | US$94.7M | 2.3% |
| Berkshire Hathaway Inc. | 188K | US$94.2M | 2.3% |
| Meta Platforms, Inc. | 158K | US$89.2M | 2.2% |
| Astera Labs, Inc. | 179K | US$86.4M | 2.1% |
| Jp Morgan Chase & Co. | 242K | US$79.4M | 2.0% |
| Palantir Technologies Inc. | 552K | US$64.4M | 1.6% |
| Bank Of America Corporation | 1.12M | US$64M | 1.6% |
| Caterpillar, Inc. | 48,741 | US$51.9M | 1.3% |
| Green Brick Partners, Inc. | 643K | US$51.5M | 1.3% |
| Johnson & Johnson | 176K | US$44.8M | 1.1% |
| Rtx Corporation | 220K | US$41.7M | 1.0% |
| Pepsico, Inc. | 287K | US$38.9M | 0.96% |
| Marvell Technology, Inc. | 130K | US$38.8M | 0.96% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 80,280 | US$38.4M | 0.95% |
| Walmart Inc. | 324K | US$36.7M | 0.91% |
| Abbvie Inc. | 132K | US$33.3M | 0.83% |
| Cisco Systems, Inc. | 268K | US$31.5M | 0.78% |
| Visa Inc. | 84,026 | US$28.8M | 0.71% |
| Nu Holdings Ltd. | 2.11M | US$28.2M | 0.70% |
| Intuitive Surgical, Inc. | 63,439 | US$25.2M | 0.63% |
| Lennar Corporation | 259K | US$23.4M | 0.58% |
| Costco Wholesale Corporation | 24,613 | US$23M | 0.57% |
| Merck & Company, Inc. | 176K | US$22.8M | 0.57% |
| Qualcomm Incorporated | 115K | US$21.2M | 0.53% |
| Asml Holding Nv | 8,134 | US$16.2M | 0.40% |
| Procter & Gamble Company (the) | 101K | US$14.8M | 0.37% |
| Mcdonald's Corporation | 53,115 | US$14.4M | 0.36% |
| Entegris, Inc. | 77,554 | US$13.9M | 0.35% |
| Broadcom Inc. | 34,431 | US$13M | 0.32% |
| Balchem Corporation | 76,345 | US$12.9M | 0.32% |
| Exxon Mobil Corporation | 91,576 | US$12.5M | 0.31% |
| Amgen Inc. | 32,937 | US$11.9M | 0.30% |
| Ge Healthcare Technologies Inc. | 180K | US$11.5M | 0.29% |
| Crowdstrike Holdings, Inc. | 15,063 | US$11.5M | 0.28% |
| American Electric Power Company, Inc. | 82,294 | US$11.3M | 0.28% |
| Kinder Morgan, Inc. | 349K | US$11.2M | 0.28% |
| Novartis Ag | 71,102 | US$11.1M | 0.28% |
| 3m Company | 68,650 | US$11.1M | 0.28% |
| Rio Tinto Plc | 107K | US$10.1M | 0.25% |
| Solstice Advanced Materials Inc. | 113K | US$10M | 0.25% |
| Ubiquiti Inc. | 18,628 | US$9.95M | 0.25% |
| Iron Mountain Incorporated (delaware) | 77,154 | US$9.75M | 0.24% |
| Enterprise Products Partners L.p. | 254K | US$9.35M | 0.23% |
| Hubbell Inc | 16,916 | US$8.85M | 0.22% |
| Capital One Financial Corporation | 43,922 | US$8.81M | 0.22% |
| Thermo Fisher Scientific Inc | 17,376 | US$8.71M | 0.22% |
| Enbridge Inc. | 160K | US$8.67M | 0.22% |
| Coca-cola Company (the) | 106K | US$8.66M | 0.21% |
| Intel Corporation | 61,527 | US$8.59M | 0.21% |
| Kb Home | 135K | US$8.45M | 0.21% |
| Home Depot, Inc. (the) | 23,451 | US$8.27M | 0.21% |
| Boston Scientific Corporation | 189K | US$8.06M | 0.20% |
| Cintas Corporation | 46,497 | US$7.91M | 0.20% |
| Truist Financial Corporation | 151K | US$7.53M | 0.19% |
| Phillips 66 | 44,525 | US$7.53M | 0.19% |
| Fedex Corporation | 23,370 | US$7.35M | 0.18% |
| Energy Transfer Lp | 383K | US$7.33M | 0.18% |
| Dell Technologies Inc. | 16,764 | US$7.23M | 0.18% |
| Petroleo Brasileiro Sa | 423K | US$6.83M | 0.17% |
| Goldman Sachs Group, Inc. (the) | 6,558 | US$6.63M | 0.16% |
| Dycom Industries, Inc. | 13,037 | US$6.59M | 0.16% |
| Morgan Stanley | 31,273 | US$6.54M | 0.16% |
| Waste Management, Inc. | 29,288 | US$6.53M | 0.16% |
| Sandisk Corporation | 2,826 | US$6.43M | 0.16% |
| Colgate-palmolive Company | 69,705 | US$6.39M | 0.16% |
| Sonoco Products Company | 107K | US$6.05M | 0.15% |
| Mondelez International, Inc. | 103K | US$6.03M | 0.15% |
| Nextera Energy, Inc. | 68,034 | US$5.97M | 0.15% |
| Abbott Laboratories | 61,261 | US$5.56M | 0.14% |
| Palo Alto Networks, Inc. | 16,073 | US$5.48M | 0.14% |
| Chevron Corporation | 32,388 | US$5.37M | 0.13% |
| Pnc Financial Services Group, Inc. (the) | 21,577 | US$5.31M | 0.13% |
| Carter's, Inc. | 127K | US$5.21M | 0.13% |
| Oracle Corporation | 35,462 | US$5.2M | 0.13% |
| Tesla, Inc. | 12,130 | US$5.1M | 0.13% |
| Mercadolibre, Inc. | 2,865 | US$4.86M | 0.12% |
| T. Rowe Price Group, Inc. | 41,923 | US$4.77M | 0.12% |
| Natera, Inc. | 16,530 | US$4.49M | 0.11% |
| Pershing Square Usa, Ltd. | 119K | US$4.44M | 0.11% |
| Citigroup, Inc. | 30,590 | US$4.28M | 0.11% |
| Martin Marietta Materials, Inc. | 7,388 | US$4.26M | 0.11% |
| Unitedhealth Group Incorporated | 10,200 | US$4.24M | 0.11% |
| Mettler-toledo International, Inc. | 3,300 | US$4.22M | 0.10% |
| Philip Morris International Inc | 22,752 | US$4.15M | 0.10% |
| Textron Inc. | 44,913 | US$4.12M | 0.10% |
| Duke Energy Corporation (holding Company) | 32,050 | US$4.06M | 0.10% |
| Cvs Health Corporation | 38,130 | US$3.94M | 0.10% |
| Huntington Bancshares Incorporated | 218K | US$3.9M | 0.10% |
| Allison Transmission Holdings, Inc. | 34,112 | US$3.85M | 0.10% |
| Ge Aerospace | 10,276 | US$3.84M | 0.10% |
| Markel Group Inc. | 1,946 | US$3.8M | 0.09% |
| Sysco Corporation | 44,589 | US$3.73M | 0.09% |