| Nvidia Corporation | 337K | US$67.4M | 6.2% |
| Apple Inc | 175K | US$50.7M | 4.7% |
| Alphabet Inc (google) Class C | 123K | US$43.8M | 4.0% |
| Microsoft Corp. | 80,511 | US$30M | 2.8% |
| Amazon.com, Inc. | 112K | US$26.7M | 2.5% |
| Micron Technology, Inc. | 21,658 | US$25M | 2.3% |
| Broadcom Inc. | 55,672 | US$21M | 1.9% |
| Cisco Systems, Inc. | 177K | US$20.8M | 1.9% |
| Visa Inc. | 60,510 | US$20.8M | 1.9% |
| Johnson & Johnson | 78,845 | US$20M | 1.8% |
| Mastercard Incorporated | 36,922 | US$19M | 1.7% |
| Procter & Gamble Company (the) | 127K | US$18.6M | 1.7% |
| Chubb Limited | 53,510 | US$18.2M | 1.7% |
| Arista Networks, Inc. | 106K | US$18M | 1.7% |
| Progressive Corporation (the) | 80,773 | US$17.6M | 1.6% |
| Costco Wholesale Corporation | 18,824 | US$17.6M | 1.6% |
| Monster Beverage Corporation | 179K | US$17.2M | 1.6% |
| Arthur J. Gallagher & Co. | 74,188 | US$17M | 1.6% |
| Snowflake Inc. | 66,243 | US$16.9M | 1.6% |
| W.w. Grainger, Inc. | 12,347 | US$16.8M | 1.5% |
| Walmart Inc. | 145K | US$16.5M | 1.5% |
| O'reilly Automotive, Inc. | 178K | US$16.4M | 1.5% |
| Republic Services, Inc. | 75,903 | US$16.2M | 1.5% |
| Pepsico, Inc. | 119K | US$16M | 1.5% |
| Electronic Arts Inc. | 77,806 | US$16M | 1.5% |
| Waste Management, Inc. | 71,137 | US$15.9M | 1.5% |
| Mckesson Corporation | 20,981 | US$15.9M | 1.5% |
| Exxon Mobil Corporation | 114K | US$15.5M | 1.4% |
| Chevron Corporation | 93,150 | US$15.4M | 1.4% |
| Marsh | 92,211 | US$15.4M | 1.4% |
| Meta Platforms, Inc. | 27,277 | US$15.4M | 1.4% |
| Colgate-palmolive Company | 167K | US$15.3M | 1.4% |
| United Therapeutics Corporation | 28,208 | US$15.3M | 1.4% |
| Cardinal Health, Inc. | 61,824 | US$14.7M | 1.4% |
| Conocophillips | 136K | US$14.1M | 1.3% |
| Cme Group Inc. | 63,540 | US$14M | 1.3% |
| Cintas Corporation | 82,461 | US$14M | 1.3% |
| Automatic Data Processing, Inc. | 62,555 | US$14M | 1.3% |
| Neurocrine Biosciences, Inc. | 82,762 | US$13.9M | 1.3% |
| Northrop Grumman Corporation | 27,072 | US$13.8M | 1.3% |
| At&t Inc. | 665K | US$13.8M | 1.3% |
| Applied Materials, Inc. | 18,558 | US$13.4M | 1.2% |
| Lockheed Martin Corporation | 25,748 | US$13.1M | 1.2% |
| T-mobile Us, Inc. | 78,010 | US$13.1M | 1.2% |
| Consolidated Edison, Inc. | 118K | US$13.1M | 1.2% |
| Abbott Laboratories | 142K | US$12.9M | 1.2% |
| Zoom Communications, Inc. | 146K | US$12.6M | 1.2% |
| Advanced Micro Devices Inc | 21,074 | US$12.2M | 1.1% |
| Church & Dwight Company, Inc. | 124K | US$12M | 1.1% |
| Tesla, Inc. | 28,327 | US$11.9M | 1.1% |
| Cboe Global Markets, Inc. | 48,908 | US$11.9M | 1.1% |
| Vertex Pharmaceuticals Incorporated | 22,183 | US$11M | 1.0% |
| Eog Resources, Inc. | 84,235 | US$10.9M | 1.0% |
| Autozone, Inc. | 3,226 | US$10.3M | 0.95% |
| Capital One Financial Corporation | 50,590 | US$10.1M | 0.93% |
| Ge Vernova Inc. | 8,407 | US$9.88M | 0.91% |
| Lam Research Corporation | 22,350 | US$9.68M | 0.89% |
| Duke Energy Corporation (holding Company) | 76,418 | US$9.67M | 0.89% |
| Altria Group, Inc. | 131K | US$9.45M | 0.87% |
| Centene Corporation | 146K | US$9.34M | 0.86% |
| Philip Morris International Inc | 51,373 | US$9.29M | 0.86% |
| Stryker Corporation | 28,032 | US$8.83M | 0.81% |
| Intel Corporation | 62,255 | US$8.69M | 0.80% |
| Viking Holdings Ltd | 83,038 | US$8.69M | 0.80% |
| Dt Midstream, Inc. | 58,363 | US$8.56M | 0.79% |
| Medpace Holdings, Inc. | 15,003 | US$7.95M | 0.73% |
| Cencora, Inc. | 27,972 | US$7.92M | 0.73% |
| Cummins Inc. | 10,334 | US$7.37M | 0.68% |
| The Travelers Companies, Inc. | 21,461 | US$7.08M | 0.65% |
| Everest Group, Ltd. | 19,678 | US$7.03M | 0.65% |
| Sandisk Corporation | 3,004 | US$6.83M | 0.63% |
| Arch Capital Group Ltd. | 68,931 | US$6.69M | 0.62% |
| Nutanix, Inc. | 131K | US$6.65M | 0.61% |
| Datadog, Inc. | 25,069 | US$6.53M | 0.60% |
| Cloudflare, Inc. | 25,892 | US$6.35M | 0.58% |
| Rtx Corporation | 33,013 | US$6.26M | 0.58% |
| United Airlines Holdings, Inc. | 45,615 | US$6.2M | 0.57% |
| Fortinet, Inc. | 40,065 | US$6.15M | 0.57% |
| W.r. Berkley Corporation | 84,350 | US$5.95M | 0.55% |
| Rubrik, Inc. | 69,196 | US$5.56M | 0.51% |
| Intercontinental Exchange Inc. | 44,496 | US$5.48M | 0.50% |
| Kla Corporation | 17,950 | US$5.42M | 0.50% |
| Atmos Energy Corporation | 31,064 | US$5.35M | 0.49% |
| Evercore Inc. | 15,481 | US$5.29M | 0.49% |
| Caci International, Inc. | 11,296 | US$5.23M | 0.48% |
| Palo Alto Networks, Inc. | 15,161 | US$5.17M | 0.48% |
| Western Digital Corporation | 7,919 | US$5.06M | 0.47% |
| Cadence Design Systems, Inc. | 12,367 | US$4.64M | 0.43% |
| Western Alliance Bancorporation | 55,772 | US$4.58M | 0.42% |
| Adobe Inc. | 21,818 | US$4.47M | 0.41% |
| Zions Bancorporation N.a. | 64,390 | US$4.46M | 0.41% |
| Murphy Usa Inc. | 8,249 | US$4.45M | 0.41% |
| Boeing Company (the) | 20,367 | US$4.41M | 0.41% |
| Analog Devices, Inc. | 10,705 | US$4.25M | 0.39% |
| Accenture Plc | 33,606 | US$4.18M | 0.38% |
| Fastenal Company | 85,710 | US$4.12M | 0.38% |
| Seagate Technology Holdings Plc | 4,231 | US$4.08M | 0.38% |
| Amphenol Corporation | 22,151 | US$3.91M | 0.36% |
| Markel Group Inc. | 1,998 | US$3.9M | 0.36% |
| Flex Ltd. | 23,999 | US$3.89M | 0.36% |