| Nvidia Corporation | 1.36M | US$312M | 7.8% |
| Apple Inc | 929K | US$309M | 7.7% |
| Lowe's Companies, Inc. | 1.4M | US$257M | 6.4% |
| Alphabet Inc (google) Class C | 748K | US$256M | 6.4% |
| Microsoft Corp. | 401K | US$206M | 5.1% |
| Micron Technology, Inc. | 173K | US$184M | 4.6% |
| Advanced Micro Devices Inc | 251K | US$153M | 3.8% |
| Amazon.com, Inc. | 485K | US$121M | 3.0% |
| Meta Platforms, Inc. | 157K | US$114M | 2.8% |
| Berkshire Hathaway Inc. | 172K | US$93.2M | 2.3% |
| Palantir Technologies Inc. | 496K | US$92.8M | 2.3% |
| Eli Lilly And Company | 78,919 | US$91.3M | 2.3% |
| Jp Morgan Chase & Co. | 243K | US$80.3M | 2.0% |
| Bank Of America Corporation | 1.14M | US$61.8M | 1.5% |
| Astera Labs, Inc. | 155K | US$55.1M | 1.4% |
| Johnson & Johnson | 177K | US$46.9M | 1.2% |
| Green Brick Partners, Inc. | 650K | US$43M | 1.1% |
| Rtx Corporation | 219K | US$40.7M | 1.0% |
| Pepsico, Inc. | 315K | US$39.9M | 0.99% |
| Caterpillar, Inc. | 48,774 | US$39.5M | 0.99% |
| Abbvie Inc. | 133K | US$34.9M | 0.87% |
| Walmart Inc. | 325K | US$33.8M | 0.84% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 73,674 | US$33.6M | 0.84% |
| Marvell Technology, Inc. | 124K | US$32.8M | 0.82% |
| Visa Inc. | 87,923 | US$31.6M | 0.79% |
| Cisco Systems, Inc. | 271K | US$29.2M | 0.73% |
| Intuitive Surgical, Inc. | 64,200 | US$26.1M | 0.65% |
| Merck & Company, Inc. | 166K | US$24.3M | 0.61% |
| Nu Holdings Ltd. | 1.86M | US$23.5M | 0.59% |
| Costco Wholesale Corporation | 23,711 | US$21.6M | 0.54% |
| Lennar Corporation | 263K | US$21.4M | 0.53% |
| Qualcomm Incorporated | 116K | US$21.3M | 0.53% |
| Crowdstrike Holdings, Inc. | 61,277 | US$16.2M | 0.40% |
| Asml Holding Nv | 8,485 | US$15.4M | 0.38% |
| Procter & Gamble Company (the) | 101K | US$14.6M | 0.36% |
| Amgen Inc. | 30,237 | US$12.7M | 0.32% |
| Entegris, Inc. | 80,804 | US$12.4M | 0.31% |
| Mcdonald's Corporation | 53,728 | US$12.4M | 0.31% |
| Balchem Corporation | 73,845 | US$12.2M | 0.30% |
| Broadcom Inc. | 34,450 | US$12.1M | 0.30% |
| Ge Healthcare Technologies Inc. | 184K | US$12M | 0.30% |
| 3m Company | 69,559 | US$11.4M | 0.28% |
| Novartis Ag | 77,768 | US$11.1M | 0.28% |
| Kinder Morgan, Inc. | 355K | US$10.7M | 0.27% |
| Thermo Fisher Scientific Inc | 15,502 | US$10.5M | 0.26% |
| Ubiquiti Inc. | 18,228 | US$10.3M | 0.26% |
| Cintas Corporation | 50,253 | US$9.8M | 0.24% |
| American Electric Power Company, Inc. | 79,363 | US$9.42M | 0.23% |
| Coca-cola Company (the) | 106K | US$9.17M | 0.23% |
| Enterprise Products Partners L.p. | 254K | US$9.06M | 0.23% |
| Boston Scientific Corporation | 207K | US$9.04M | 0.23% |
| Dell Technologies Inc. | 16,682 | US$8.97M | 0.22% |
| Rio Tinto Plc | 92,560 | US$8.72M | 0.22% |
| Capital One Financial Corporation | 43,839 | US$8.46M | 0.21% |
| Phillips 66 | 32,939 | US$8.41M | 0.21% |
| Truist Financial Corporation | 173K | US$8M | 0.20% |
| Hubbell Inc | 17,451 | US$7.92M | 0.20% |
| Solstice Advanced Materials Inc. | 140K | US$7.86M | 0.20% |
| Iron Mountain Incorporated (delaware) | 70,786 | US$7.85M | 0.20% |
| Energy Transfer Lp | 383K | US$7.58M | 0.19% |
| Intel Corporation | 62,527 | US$7.52M | 0.19% |
| Petroleo Brasileiro Sa | 358K | US$7.48M | 0.19% |
| Enbridge Inc. | 161K | US$7.48M | 0.19% |
| Home Depot, Inc. (the) | 23,987 | US$6.82M | 0.17% |
| Fedex Corporation | 23,822 | US$6.82M | 0.17% |
| Chevron Corporation | 32,689 | US$6.68M | 0.17% |
| Natera, Inc. | 16,060 | US$6.64M | 0.17% |
| Palo Alto Networks, Inc. | 16,637 | US$6.61M | 0.16% |
| Kb Home | 132K | US$6.15M | 0.15% |
| Mondelez International, Inc. | 105K | US$6.13M | 0.15% |
| Goldman Sachs Group, Inc. (the) | 6,611 | US$5.95M | 0.15% |
| Morgan Stanley | 31,615 | US$5.95M | 0.15% |
| Abbott Laboratories | 60,044 | US$5.93M | 0.15% |
| Waste Management, Inc. | 28,800 | US$5.87M | 0.15% |
| Colgate-palmolive Company | 68,414 | US$5.84M | 0.15% |
| Sonoco Products Company | 110K | US$5.39M | 0.13% |
| Mercadolibre, Inc. | 3,079 | US$5.32M | 0.13% |
| Nextera Energy, Inc. | 68,129 | US$5.16M | 0.13% |
| Sandisk Corporation | 2,912 | US$5.07M | 0.13% |
| Mettler-toledo International, Inc. | 3,300 | US$4.99M | 0.12% |
| Oracle Corporation | 35,631 | US$4.89M | 0.12% |
| Pnc Financial Services Group, Inc. (the) | 21,728 | US$4.83M | 0.12% |
| Novo Nordisk A/s Class B | 118K | US$4.46M | 0.11% |
| T. Rowe Price Group, Inc. | 41,833 | US$4.35M | 0.11% |
| Philip Morris International Inc | 22,540 | US$4.3M | 0.11% |
| Tesla, Inc. | 11,604 | US$4.12M | 0.10% |
| Carter's, Inc. | 126K | US$3.96M | 0.10% |
| Citigroup, Inc. | 30,409 | US$3.94M | 0.10% |
| Qxo, Inc. | 333K | US$3.89M | 0.10% |
| Allison Transmission Holdings, Inc. | 34,027 | US$3.85M | 0.10% |
| Duke Energy Corporation (holding Company) | 33,274 | US$3.79M | 0.09% |
| Amphenol Corporation | 43,935 | US$3.71M | 0.09% |
| Nucor Corporation | 15,692 | US$3.68M | 0.09% |
| Martin Marietta Materials, Inc. | 7,395 | US$3.55M | 0.09% |
| Adobe Inc. | 14,417 | US$3.46M | 0.09% |
| Huntington Bancshares Incorporated | 222K | US$3.43M | 0.09% |
| Sysco Corporation | 43,889 | US$3.42M | 0.09% |
| Dycom Industries, Inc. | 12,686 | US$3.41M | 0.09% |
| Markel Group Inc. | 1,913 | US$3.28M | 0.08% |
| Kimberly-clark Corporation | 33,258 | US$3.27M | 0.08% |