Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FTNT	FORTINET INC	2,412	$371K	0.1%	$153.62	—	COM	34959E109
DDOG	DATADOG INC	1,251	$326K	0.1%	$260.36	—	CL A COM	23804L103
TER	TERADYNE INC	659	$319K	0.1%	$483.84	—	COM	880770102
COHR	COHERENT CORP	742	$293K	0.1%	$394.47	—	COM	19247G107
BE	BLOOM ENERGY CORP	934	$283K	0.1%	$302.70	—	COM CL A	093712107
URI	UNITED RENTALS INC	248	$281K	0.1%	$1132.89	—	COM	911363109
HON	HONEYWELL INTL INC	1,229	$275K	0.1%	$223.81	—	COM	438516205
ALAB	ASTERA LABS INC	550	$266K	0.1%	$483.02	—	COM	04626A103
LITE	LUMENTUM HLDGS INC	307	$263K	0.1%	$858.06	—	COM	55024U109
MNST	MONSTER BEVERAGE CORP NEW	2,739	$263K	0.1%	$96.12	—	COM	61174X109
FLEX	FLEX LTD	1,609	$261K	0.1%	$162.07	—	ORD	Y2573F102
FIX	COMFORT SYS USA INC	127	$252K	0.1%	$1981.95	—	COM	199908104
NUE	NUCOR CORP	1,010	$225K	0.1%	$222.75	—	COM	670346105
CARR	CARRIER GLOBAL CORPORATION	3,063	$225K	0.1%	$73.35	—	COM	14448C104
CAH	CARDINAL HEALTH INC	896	$213K	0.0%	$237.56	—	COM	14149Y108
ROK	ROCKWELL AUTOMATION INC	416	$206K	0.0%	$495.08	—	COM	773903109
KEYS	KEYSIGHT TECHNOLOGIES INC	582	$204K	0.0%	$350.07	—	COM	49338L103
AFL	AFLAC INC	1,719	$202K	0.0%	$117.25	—	COM	001055102
MCHP	MICROCHIP TECHNOLOGY INC.	2,207	$201K	0.0%	$91.20	—	COM	595017104

Increased Positions (16)

NVDA NVIDIA CORPORATION 12.4%

Value $54.51M (+228.6%) Shares 272,438 (+186.4%) Est. Cost $168.16 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 20.0%

Value $88.19M (+71.5%) Shares 561,916 (+14.6%) Est. Cost $109.89 Unrealized —

GOOG ALPHABET INC 4.8%

Value $21.34M (+304.2%) Shares 60,389 (+228.1%) Est. Cost $288.07 Unrealized —

AMZN AMAZON COM INC 5.1%

Value $22.4M (+182.4%) Shares 93,977 (+146.8%) Est. Cost $209.58 Unrealized —

STX SEAGATE TECHNOLOGY HLDNGS PL 2.7%

Value $11.74M (+3595.2%) Shares 12,166 (+1400.1%) Est. Cost $911.99 Unrealized —

WDC WESTERN DIGITAL CORP 2.7%

Value $11.73M (+3078.2%) Shares 18,372 (+1245.9%) Est. Cost $597.33 Unrealized —

VGSH VANGUARD SCOTTSDALE FDS 7.5%

Value $33.15M (+36.2%) Shares 569,513 (+20.2%) Est. Cost $57.82 Unrealized —

INTC INTEL CORP 0.6%

Value $2.531M (+231.1%) Shares 18,124 (+4.6%) Est. Cost $32.07 Unrealized —

KLAC KLA CORP 0.4%

Value $1.584M (+104.9%) Shares 5,250 (+900.0%) Est. Cost $319.13 Unrealized —

CAT CATERPILLAR INC 0.5%

Value $2.041M (+60.9%) Shares 1,917 (+7.0%) Est. Cost $302.71 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.3%

Value $1.503M (+59.7%) Shares 3,616 (+4.0%) Est. Cost $495.84 Unrealized —

ETN EATON CORP PLC 0.2%

Value $730K (+36.1%) Shares 1,714 (+14.3%) Est. Cost $238.03 Unrealized —

T AT&T INC 0.1%

Value $568K (-22.3%) Shares 27,427 (+8.9%) Est. Cost $19.43 Unrealized —

ORCL ORACLE CORP 0.2%

Value $1.027M (+6.4%) Shares 7,009 (+6.8%) Est. Cost $120.99 Unrealized —

AMT AMERICAN TOWER CORP 0.1%

Value $345K (+21.3%) Shares 2,109 (+28.0%) Est. Cost $200.56 Unrealized —

BKNG BOOKING HOLDINGS INC 0.1%

Value $575K (+5.8%) Shares 3,225 (+2400.0%) Est. Cost $296.28 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	272,438 (+186.4%)	$54.51M (+228.6%)	12.4%	$168.16	—	COM	67066G104
VT	VANGUARD INTL EQUITY INDEX F	561,916 (+14.6%)	$88.19M (+71.5%)	20.0%	$109.89	—	TT WRLD ST ETF	922042742
GOOG	ALPHABET INC	60,389 (+228.1%)	$21.34M (+304.2%)	4.8%	$288.07	—	CAP STK CL C	02079K107
AMZN	AMAZON COM INC	93,977 (+146.8%)	$22.4M (+182.4%)	5.1%	$209.58	—	COM	023135106
STX	SEAGATE TECHNOLOGY HLDNGS PL	12,166 (+1400.1%)	$11.74M (+3595.2%)	2.7%	$911.99	—	ORD SHS	G7997R103
WDC	WESTERN DIGITAL CORP	18,372 (+1245.9%)	$11.73M (+3078.2%)	2.7%	$597.33	—	COM	958102105
VGSH	VANGUARD SCOTTSDALE FDS	569,513 (+20.2%)	$33.15M (+36.2%)	7.5%	$57.82	—	SHORT TERM TREAS	92206C102
INTC	INTEL CORP	18,124 (+4.6%)	$2.531M (+231.1%)	0.6%	$32.07	—	COM	458140100
KLAC	KLA CORP	5,250 (+900.0%)	$1.584M (+104.9%)	0.4%	$319.13	—	COM NEW	482480100
CAT	CATERPILLAR INC	1,917 (+7.0%)	$2.041M (+60.9%)	0.5%	$302.71	—	COM	149123101
UNH	UNITEDHEALTH GROUP INC	3,616 (+4.0%)	$1.503M (+59.7%)	0.3%	$495.84	—	COM	91324P102
ETN	EATON CORP PLC	1,714 (+14.3%)	$730K (+36.1%)	0.2%	$238.03	—	SHS	G29183103
T	AT&T INC	27,427 (+8.9%)	$568K (-22.3%)	0.1%	$19.43	—	COM	00206R102
ORCL	ORACLE CORP	7,009 (+6.8%)	$1.027M (+6.4%)	0.2%	$120.99	—	COM	68389X105
AMT	AMERICAN TOWER CORP	2,109 (+28.0%)	$345K (+21.3%)	0.1%	$200.56	—	COM	03027X100
BKNG	BOOKING HOLDINGS INC	3,225 (+2400.0%)	$575K (+5.8%)	0.1%	$296.28	—	COM	09857L108

Exited Positions (6)

XOM EXXON MOBIL CORP 0.6%

Value $2.792M Shares 16,458 Est. Cost $95.18 Unrealized —

HON HONEYWELL INTL INC 0.1%

Value $555K Shares 2,457 Est. Cost $194.70 Unrealized —

NKE NIKE INC 0.1%

Value $246K Shares 4,661 Est. Cost $89.30 Unrealized —

ZTS ZOETIS INC 0.0%

Value $215K Shares 1,823 Est. Cost $165.39 Unrealized —

AZO AUTOZONE INC 0.0%

Value $206K Shares 61 Est. Cost $3554.40 Unrealized —

HBAN HUNTINGTON BANCSHARES INC 0.0%

Value $160K Shares 10,192 Est. Cost $17.89 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	16,458	$2.792M	0.6%	$95.18	—	—	30231G102
HON	HONEYWELL INTL INC	2,457	$555K	0.1%	$194.70	—	—	438516106
NKE	NIKE INC	4,661	$246K	0.1%	$89.30	—	—	654106103
ZTS	ZOETIS INC	1,823	$215K	0.0%	$165.39	—	—	98978V103
AZO	AUTOZONE INC	61	$206K	0.0%	$3554.40	—	—	053332102
HBAN	HUNTINGTON BANCSHARES INC	10,192	$160K	0.0%	$17.89	—	—	446150104

Decreased Positions (7)

VOO VANGUARD INDEX FDS 2.1%

Value $9.267M (+9.4%) Shares 13,493 (-4.8%) Est. Cost $228.86 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 1.1%

Value $5.024M (+6.1%) Shares 59,988 (-4.8%) Est. Cost $45.46 Unrealized —

COP CONOCOPHILLIPS 0.1%

Value $427K (-32.7%) Shares 4,112 (-14.5%) Est. Cost $93.04 Unrealized —

BAC BANK OF AMER CORP 0.3%

Value $1.479M (+15.1%) Shares 25,956 (-1.5%) Est. Cost $36.31 Unrealized —

PM PHILIP MORRIS INTL INC 0.2%

Value $1.083M (+5.9%) Shares 5,987 (-3.2%) Est. Cost $106.17 Unrealized —

CB CHUBB LIMITED 0.1%

Value $428K (-7.3%) Shares 1,256 (-11.3%) Est. Cost $221.00 Unrealized —

MO ALTRIA GROUP INC 0.1%

Value $444K (+4.0%) Shares 6,164 (-4.6%) Est. Cost $39.98 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	13,493 (-4.8%)	$9.267M (+9.4%)	2.1%	$228.86	—	S&P 500 ETF SHS	922908363
VEU	VANGUARD INTL EQUITY INDEX F	59,988 (-4.8%)	$5.024M (+6.1%)	1.1%	$45.46	—	ALLWRLD EX US	922042775
COP	CONOCOPHILLIPS	4,112 (-14.5%)	$427K (-32.7%)	0.1%	$93.04	—	COM	20825C104
BAC	BANK OF AMER CORP	25,956 (-1.5%)	$1.479M (+15.1%)	0.3%	$36.31	—	COM	060505104
PM	PHILIP MORRIS INTL INC	5,987 (-3.2%)	$1.083M (+5.9%)	0.2%	$106.17	—	COM	718172109
CB	CHUBB LIMITED	1,256 (-11.3%)	$428K (-7.3%)	0.1%	$221.00	—	COM	H1467J104
MO	ALTRIA GROUP INC	6,164 (-4.6%)	$444K (+4.0%)	0.1%	$39.98	—	COM	02209S103

Unchanged Positions (177)

MU MICRON TECHNOLOGY INC 1.1%

Value $5.05M Shares 4,375 Est. Cost $82.37 Unrealized —

AMD ADVANCED MICRO DEVICES INC 0.8%

Value $3.713M Shares 6,392 Est. Cost $101.04 Unrealized —

AAPL APPLE INC 3.8%

Value $16.72M Shares 57,768 Est. Cost $190.79 Unrealized —

GOOGL ALPHABET INC 1.8%

Value $8.069M Shares 22,579 Est. Cost $141.97 Unrealized —

AVGO BROADCOM INC 1.6%

Value $6.905M Shares 18,279 Est. Cost $173.81 Unrealized —

AMAT APPLIED MATLS INC 0.5%

Value $2.34M Shares 3,236 Est. Cost $122.07 Unrealized —

LRCX LAM RESEARCH CORP 0.5%

Value $2.158M Shares 4,980 Est. Cost $76.04 Unrealized —

SNDK SANDISK CORP 0.3%

Value $1.262M Shares 555 Est. Cost $516.50 Unrealized —

LLY ELI LILLY & CO 0.8%

Value $3.693M Shares 3,079 Est. Cost $549.64 Unrealized —

MRVL MARVELL TECHNOLOGY INC 0.2%

Value $1.042M Shares 3,498 Est. Cost $66.42 Unrealized —

CSCO CISCO SYS INC 0.4%

Value $1.828M Shares 15,559 Est. Cost $48.53 Unrealized —

TSLA TESLA INC 1.0%

Value $4.59M Shares 10,912 Est. Cost $300.12 Unrealized —

PANW PALO ALTO NETWORKS INC 0.2%

Value $976K Shares 2,863 Est. Cost $160.76 Unrealized —

NFLX NETFLIX INC. 0.3%

Value $1.123M Shares 15,730 Est. Cost $100.39 Unrealized —

TXN TEXAS INSTRS INC 0.2%

Value $1.078M Shares 3,615 Est. Cost $168.08 Unrealized —

GLW CORNING INC 0.2%

Value $803K Shares 3,144 Est. Cost $46.30 Unrealized —

GE GE AEROSPACE 0.3%

Value $1.487M Shares 3,979 Est. Cost $302.45 Unrealized —

CRWD CROWDSTRIKE HLDGS INC 0.2%

Value $731K Shares 958 Est. Cost $269.57 Unrealized —

JPM JPMORGAN CHASE & CO 0.8%

Value $3.497M Shares 10,684 Est. Cost $171.94 Unrealized —

DELL DELL TECHNOLOGIES INC 0.1%

Value $530K Shares 1,229 Est. Cost $119.03 Unrealized —

GEV GE VERNOVA INC 0.3%

Value $1.224M Shares 1,042 Est. Cost $235.61 Unrealized —

CVX CHEVRON CORPORATION 0.3%

Value $1.254M Shares 7,564 Est. Cost $141.78 Unrealized —

V VISA INC 0.5%

Value $2.275M Shares 6,632 Est. Cost $262.70 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 0.2%

Value $1.047M Shares 8,974 Est. Cost $53.96 Unrealized —

QCOM QUALCOMM INC 0.2%

Value $791K Shares 4,281 Est. Cost $142.73 Unrealized —

APH AMPHENOL CORP 0.2%

Value $839K Shares 4,760 Est. Cost $56.34 Unrealized —

ABBV ABBVIE INC 0.4%

Value $1.702M Shares 6,765 Est. Cost $154.42 Unrealized —

MS MORGAN STANLEY 0.2%

Value $965K Shares 4,615 Est. Cost $95.54 Unrealized —

ANET ARISTA NETWORKS INC 0.2%

Value $686K Shares 4,039 Est. Cost $102.31 Unrealized —

C CITIGROUP INC 0.2%

Value $1.003M Shares 7,164 Est. Cost $56.58 Unrealized —

WMT WALMART INC 0.4%

Value $1.95M Shares 17,213 Est. Cost $70.22 Unrealized —

GS GOLDMAN SACHS GROUP INC 0.3%

Value $1.151M Shares 1,138 Est. Cost $414.75 Unrealized —

INTU INTUIT 0.1%

Value $284K Shares 1,088 Est. Cost $502.29 Unrealized —

ACN ACCENTURE PLC IRELAND 0.1%

Value $295K Shares 2,368 Est. Cost $311.16 Unrealized —

ADI ANALOG DEVICES INC 0.2%

Value $809K Shares 2,036 Est. Cost $176.54 Unrealized —

CVS CVS HEALTH CORP 0.1%

Value $518K Shares 5,012 Est. Cost $57.99 Unrealized —

MSFT MICROSOFT CORP 2.5%

Value $10.82M Shares 29,011 Est. Cost $327.00 Unrealized —

SNOW SNOWFLAKE INC 0.1%

Value $363K Shares 1,428 Est. Cost $169.70 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.2%

Value $1.011M Shares 3,595 Est. Cost $170.27 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%

Value $3.57M Shares 7,135 Est. Cost $379.54 Unrealized —

VZ VERIZON COMMUNICATIONS INC 0.2%

Value $687K Shares 16,216 Est. Cost $37.40 Unrealized —

APP APPLOVIN CORP 0.1%

Value $556K Shares 1,080 Est. Cost $242.19 Unrealized —

VRT VERTIV HOLDINGS CO 0.1%

Value $490K Shares 1,463 Est. Cost $97.15 Unrealized —

BSX BOSTON SCIENTIFIC CORP 0.1%

Value $247K Shares 5,782 Est. Cost $67.64 Unrealized —

CRM SALESFORCE INC 0.1%

Value $575K Shares 3,670 Est. Cost $232.88 Unrealized —

MCD MCDONALDS CORP 0.2%

Value $734K Shares 2,714 Est. Cost $262.52 Unrealized —

PEP PEPSICO INC 0.2%

Value $718K Shares 5,303 Est. Cost $151.24 Unrealized —

CDNS CADENCE DESIGN SYSTEM INC 0.1%

Value $403K Shares 1,073 Est. Cost $222.91 Unrealized —

CME CME GROUP INC 0.1%

Value $308K Shares 1,396 Est. Cost $201.95 Unrealized —

COST COSTCO WHOLESALE CORPORATION 0.4%

Value $1.558M Shares 1,666 Est. Cost $724.75 Unrealized —

PWR QUANTA SVCS INC 0.1%

Value $414K Shares 575 Est. Cost $320.76 Unrealized —

HOOD ROBINHOOD MKTS INC 0.1%

Value $305K Shares 3,037 Est. Cost $59.18 Unrealized —

HD HOME DEPOT INC 0.3%

Value $1.369M Shares 3,881 Est. Cost $324.70 Unrealized —

ISRG INTUITIVE SURGICAL INC 0.1%

Value $565K Shares 1,421 Est. Cost $358.14 Unrealized —

JNJ JOHNSON & JOHNSON 0.5%

Value $2.379M Shares 9,368 Est. Cost $152.61 Unrealized —

CMI CUMMINS INC 0.1%

Value $363K Shares 509 Est. Cost $346.08 Unrealized —

NXPI NXP SEMICONDUCTORS N V 0.1%

Value $293K Shares 1,043 Est. Cost $209.53 Unrealized —

PFE PFIZER INC 0.1%

Value $520K Shares 21,612 Est. Cost $31.98 Unrealized —

ABT ABBOTT LABS 0.1%

Value $619K Shares 6,820 Est. Cost $110.50 Unrealized —

TMUS T-MOBILE US INC 0.1%

Value $319K Shares 1,900 Est. Cost $174.32 Unrealized —

WELL WELLTOWER INC 0.1%

Value $620K Shares 2,733 Est. Cost $105.77 Unrealized —

MRK MERCK & CO INC 0.3%

Value $1.232M Shares 9,584 Est. Cost $86.12 Unrealized —

ELV ELEVANCE HEALTH INC 0.1%

Value $321K Shares 831 Est. Cost $430.85 Unrealized —

ICE INTERCONTINENTAL EXCHANGE IN 0.1%

Value $278K Shares 2,258 Est. Cost $125.28 Unrealized —

KO COCA COLA CO 0.3%

Value $1.195M Shares 14,710 Est. Cost $60.24 Unrealized —

META META PLATFORMS INC 1.1%

Value $4.822M Shares 8,560 Est. Cost $369.14 Unrealized —

AXP AMERICAN EXPRESS CO 0.2%

Value $711K Shares 2,102 Est. Cost $205.60 Unrealized —

DE DEERE & CO 0.1%

Value $623K Shares 982 Est. Cost $386.08 Unrealized —

BK BANK OF NY MELLON CORP 0.1%

Value $379K Shares 2,624 Est. Cost $82.56 Unrealized —

UNP UNION PAC CORP 0.1%

Value $609K Shares 2,238 Est. Cost $218.99 Unrealized —

TT TRANE TECHNOLOGIES PLC 0.1%

Value $432K Shares 879 Est. Cost $238.41 Unrealized —

GILD GILEAD SCIENCES INC 0.1%

Value $631K Shares 4,992 Est. Cost $74.87 Unrealized —

MPWR MONOLITHIC PWR SYS INC 0.1%

Value $311K Shares 225 Est. Cost $808.07 Unrealized —

HWM HOWMET AEROSPACE INC 0.1%

Value $431K Shares 1,604 Est. Cost $126.73 Unrealized —

ADBE ADOBE INC 0.1%

Value $328K Shares 1,598 Est. Cost $403.29 Unrealized —

REGN REGENERON PHARMACEUTICALS 0.1%

Value $254K Shares 407 Est. Cost $669.62 Unrealized —

CMCSA COMCAST CORP NEW 0.1%

Value $335K Shares 13,657 Est. Cost $34.42 Unrealized —

SBUX STARBUCKS CORP 0.1%

Value $456K Shares 4,460 Est. Cost $87.50 Unrealized —

HCA HCA HEALTHCARE INC 0.1%

Value $259K Shares 665 Est. Cost $319.37 Unrealized —

MCK MCKESSON CORP 0.1%

Value $379K Shares 502 Est. Cost $437.22 Unrealized —

GWW WW GRAINGER INC 0.1%

Value $276K Shares 203 Est. Cost $1025.88 Unrealized —

CIEN CIENA CORP 0.1%

Value $254K Shares 518 Est. Cost $270.92 Unrealized —

PNC PNC FINL SVCS GROUP INC 0.1%

Value $337K Shares 1,370 Est. Cost $159.56 Unrealized —

DASH DOORDASH INC 0.1%

Value $269K Shares 1,457 Est. Cost $188.06 Unrealized —

VRTX VERTEX PHARMACEUTICALS INC 0.1%

Value $492K Shares 991 Est. Cost $367.48 Unrealized —

USB US BANCORP 0.1%

Value $347K Shares 5,740 Est. Cost $42.41 Unrealized —

NET CLOUDFLARE INC 0.1%

Value $303K Shares 1,235 Est. Cost $145.18 Unrealized —

SPG SIMON PPTY GROUP INC NEW 0.1%

Value $287K Shares 1,285 Est. Cost $166.88 Unrealized —

PGR PROGRESSIVE CORP 0.1%

Value $510K Shares 2,336 Est. Cost $172.43 Unrealized —

MA MASTERCARD INCORPORATED 0.4%

Value $1.668M Shares 3,247 Est. Cost $420.47 Unrealized —

COF CAPITAL ONE FINL CORP 0.1%

Value $493K Shares 2,456 Est. Cost $158.49 Unrealized —

CSX CSX CORP 0.1%

Value $328K Shares 6,892 Est. Cost $30.42 Unrealized —

PH PARKER-HANNIFIN CORP 0.1%

Value $505K Shares 516 Est. Cost $403.97 Unrealized —

MDT MEDTRONIC PLC 0.1%

Value $390K Shares 4,985 Est. Cost $83.33 Unrealized —

LNG CHENIERE ENERGY INC 0.1%

Value $224K Shares 937 Est. Cost $209.78 Unrealized —

NEE NEXTERA ENERGY INC 0.2%

Value $717K Shares 8,170 Est. Cost $72.98 Unrealized —

LIN LINDE PLC 0.2%

Value $930K Shares 1,793 Est. Cost $377.07 Unrealized —

RCL ROYAL CARIBBEAN GROUP 0.1%

Value $301K Shares 949 Est. Cost $233.26 Unrealized —

JCI JOHNSON CONTROLS INTERNATION 0.1%

Value $375K Shares 2,568 Est. Cost $81.59 Unrealized —

CEG CONSTELLATION ENERGY CORP 0.1%

Value $310K Shares 1,249 Est. Cost $147.90 Unrealized —

TDG TRANSDIGM GROUP INC 0.1%

Value $294K Shares 221 Est. Cost $969.94 Unrealized —

F FORD MTR CO 0.1%

Value $224K Shares 16,132 Est. Cost $10.72 Unrealized —

WFC WELLS FARGO & CO 0.2%

Value $1.025M Shares 12,407 Est. Cost $53.50 Unrealized —

MAR MARRIOTT INTL INC NEW 0.1%

Value $316K Shares 852 Est. Cost $182.42 Unrealized —

TJX TJX COS INC NEW 0.2%

Value $663K Shares 4,376 Est. Cost $84.71 Unrealized —

FDX FEDEX CORP 0.1%

Value $261K Shares 832 Est. Cost $221.21 Unrealized —

SNPS SYNOPSYS INC 0.1%

Value $320K Shares 717 Est. Cost $417.28 Unrealized —

MMM 3M CO 0.1%

Value $344K Shares 2,122 Est. Cost $116.26 Unrealized —

LOW LOWES COS INC 0.1%

Value $484K Shares 2,193 Est. Cost $206.19 Unrealized —

ADP AUTOMATIC DATA PROCESSING IN 0.1%

Value $343K Shares 1,532 Est. Cost $251.79 Unrealized —

TRV TRAVELERS COMPANIES INC 0.1%

Value $272K Shares 825 Est. Cost $245.41 Unrealized —

EOG EOG RES INC 0.1%

Value $263K Shares 2,031 Est. Cost $108.88 Unrealized —

ALL ALLSTATE CORP 0.1%

Value $231K Shares 969 Est. Cost $191.27 Unrealized —

ABNB AIRBNB INC 0.1%

Value $250K Shares 1,744 Est. Cost $133.97 Unrealized —

SLB SLB LIMITED 0.1%

Value $261K Shares 5,623 Est. Cost $39.11 Unrealized —

EMR EMERSON ELEC CO 0.1%

Value $320K Shares 2,234 Est. Cost $97.04 Unrealized —

AME AMETEK INC 0.1%

Value $227K Shares 939 Est. Cost $223.27 Unrealized —

UPS UNITED PARCEL SVCS INC 0.1%

Value $300K Shares 2,794 Est. Cost $137.88 Unrealized —

EQIX EQUINIX INC 0.1%

Value $415K Shares 398 Est. Cost $748.53 Unrealized —

COR CENCORA INC 0.0%

Value $216K Shares 763 Est. Cost $253.21 Unrealized —

BMY BRISTOL-MYERS SQUIBB CO 0.1%

Value $447K Shares 7,750 Est. Cost $58.82 Unrealized —

HLT HILTON WORLDWIDE HLDGS INC 0.1%

Value $286K Shares 865 Est. Cost $248.61 Unrealized —

D DOMINION ENERGY INC 0.1%

Value $236K Shares 3,461 Est. Cost $52.73 Unrealized —

SPGI S&P GLOBAL INC 0.1%

Value $504K Shares 1,237 Est. Cost $419.31 Unrealized —

AMGN AMGEN INC 0.2%

Value $764K Shares 2,110 Est. Cost $251.76 Unrealized —

SHW SHERWIN WILLIAMS CO 0.1%

Value $312K Shares 906 Est. Cost $271.69 Unrealized —

NOW SERVICENOW INC 0.1%

Value $399K Shares 4,015 Est. Cost $162.12 Unrealized —

BKR BAKER HUGHES COMPANY 0.0%

Value $209K Shares 3,762 Est. Cost $56.08 Unrealized —

PSX PHILLIPS 66 0.1%

Value $261K Shares 1,545 Est. Cost $147.11 Unrealized —

PG PROCTER & GAMBLE CO 0.3%

Value $1.293M Shares 8,818 Est. Cost $146.70 Unrealized —

SYK STRYKER CORPORATION 0.1%

Value $419K Shares 1,331 Est. Cost $285.57 Unrealized —

TFC TRUIST FINL CORP 0.1%

Value $232K Shares 4,650 Est. Cost $42.69 Unrealized —

TGT TARGET CORP 0.1%

Value $239K Shares 1,831 Est. Cost $109.20 Unrealized —

CL COLGATE PALMOLIVE CO 0.1%

Value $245K Shares 2,670 Est. Cost $79.33 Unrealized —

VLO VALERO ENERGY CORP 0.1%

Value $297K Shares 1,142 Est. Cost $190.06 Unrealized —

TMO THERMO FISHER SCIENTIFIC INC 0.2%

Value $755K Shares 1,506 Est. Cost $548.57 Unrealized —

TRGP TARGA RES CORP 0.0%

Value $220K Shares 822 Est. Cost $201.70 Unrealized —

MPC MARATHON PETE CORP 0.1%

Value $296K Shares 1,157 Est. Cost $184.70 Unrealized —

DUK DUKE ENERGY CORP NEW 0.1%

Value $380K Shares 3,000 Est. Cost $102.23 Unrealized —

ECL ECOLAB INC 0.1%

Value $287K Shares 1,029 Est. Cost $249.61 Unrealized —

MRSH MARSH & MCLENNAN COS INC 0.1%

Value $313K Shares 1,878 Est. Cost $180.88 Unrealized —

AJG GALLAGHER ARTHUR J & CO 0.1%

Value $225K Shares 978 Est. Cost $241.19 Unrealized —

MSI MOTOROLA SOLUTIONS INC 0.1%

Value $282K Shares 680 Est. Cost $441.57 Unrealized —

APO APOLLO GLOBAL MGMT INC 0.0%

Value $212K Shares 1,796 Est. Cost $89.30 Unrealized —

PLD PROLOGIS INC. 0.1%

Value $509K Shares 3,759 Est. Cost $109.95 Unrealized —

AEP AMERICAN ELEC PWR CO INC 0.1%

Value $293K Shares 2,139 Est. Cost $98.44 Unrealized —

SCHW SCHWAB CHARLES CORP 0.1%

Value $625K Shares 6,770 Est. Cost $71.94 Unrealized —

KMI KINDER MORGAN INC DEL 0.1%

Value $236K Shares 7,388 Est. Cost $26.70 Unrealized —

SRE SEMPRA 0.1%

Value $238K Shares 2,565 Est. Cost $75.52 Unrealized —

ITW ILLINOIS TOOL WKS INC 0.1%

Value $276K Shares 1,020 Est. Cost $216.55 Unrealized —

WM WASTE MGMT INC DEL 0.1%

Value $329K Shares 1,478 Est. Cost $184.75 Unrealized —

MCO MOODYS CORP 0.1%

Value $277K Shares 611 Est. Cost $357.50 Unrealized —

CI THE CIGNA GROUP 0.1%

Value $288K Shares 1,044 Est. Cost $278.48 Unrealized —

GM GENERAL MTRS CO 0.1%

Value $275K Shares 3,572 Est. Cost $48.81 Unrealized —

PCAR PACCAR INC 0.1%

Value $231K Shares 1,922 Est. Cost $102.95 Unrealized —

TEL TE CONNECTIVITY PLC 0.1%

Value $240K Shares 1,188 Est. Cost $146.50 Unrealized —

OKE ONEOK INC NEW 0.0%

Value $210K Shares 2,414 Est. Cost $78.53 Unrealized —

BX BLACKSTONE INC 0.1%

Value $354K Shares 3,006 Est. Cost $122.31 Unrealized —

WBD WARNER BROS DISCOVERY INC 0.1%

Value $265K Shares 9,943 Est. Cost $13.62 Unrealized —

AON AON PLC 0.1%

Value $282K Shares 850 Est. Cost $317.01 Unrealized —

WMB WILLIAMS COS INC 0.1%

Value $360K Shares 4,849 Est. Cost $38.71 Unrealized —

FAST FASTENAL CO 0.0%

Value $215K Shares 4,480 Est. Cost $44.27 Unrealized —

ETR ENTERGY CORP NEW 0.1%

Value $222K Shares 1,936 Est. Cost $97.37 Unrealized —

CRH CRH PLC 0.1%

Value $274K Shares 2,558 Est. Cost $85.41 Unrealized —

ROST ROSS STORES INC 0.1%

Value $254K Shares 1,193 Est. Cost $138.49 Unrealized —

CTVA CORTEVA INC 0.1%

Value $236K Shares 2,785 Est. Cost $72.77 Unrealized —

O REALTY INCOME CORP 0.0%

Value $206K Shares 3,324 Est. Cost $57.31 Unrealized —

APD AIR PRODUCTS AND CHEMICALS I 0.1%

Value $256K Shares 874 Est. Cost $257.91 Unrealized —

DHR DANAHER CORP DEL 0.1%

Value $463K Shares 2,433 Est. Cost $233.57 Unrealized —

KKR KKR & CO INC 0.1%

Value $254K Shares 2,763 Est. Cost $88.29 Unrealized —

UBER UBER TECHNOLOGIES INC 0.1%

Value $585K Shares 8,110 Est. Cost $49.19 Unrealized —

CTAS CINTAS CORP 0.1%

Value $222K Shares 1,308 Est. Cost $186.37 Unrealized —

MDLZ MONDELEZ INTL INC 0.1%

Value $289K Shares 5,003 Est. Cost $58.58 Unrealized —

DIS DISNEY WALT CO 0.2%

Value $685K Shares 7,119 Est. Cost $104.92 Unrealized —

DLR DIGITAL RLTY TR INC 0.1%

Value $221K Shares 1,233 Est. Cost $155.03 Unrealized —

ORLY OREILLY AUTOMOTIVE INC 0.1%

Value $306K Shares 3,320 Est. Cost $89.14 Unrealized —

BLK BLACKROCK INC 0.1%

Value $542K Shares 564 Est. Cost $961.85 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	4,375	$5.05M	1.1%	$82.37	—	COM	595112103
AMD	ADVANCED MICRO DEVICES INC	6,392	$3.713M	0.8%	$101.04	—	COM	007903107
AAPL	APPLE INC	57,768	$16.72M	3.8%	$190.79	—	COM	037833100
GOOGL	ALPHABET INC	22,579	$8.069M	1.8%	$141.97	—	CAP STK CL A	02079K305
AVGO	BROADCOM INC	18,279	$6.905M	1.6%	$173.81	—	COM	11135F101
AMAT	APPLIED MATLS INC	3,236	$2.34M	0.5%	$122.07	—	COM	038222105
LRCX	LAM RESEARCH CORP	4,980	$2.158M	0.5%	$76.04	—	COM NEW	512807306
SNDK	SANDISK CORP	555	$1.262M	0.3%	$516.50	—	COM	80004C200
LLY	ELI LILLY & CO	3,079	$3.693M	0.8%	$549.64	—	COM	532457108
MRVL	MARVELL TECHNOLOGY INC	3,498	$1.042M	0.2%	$66.42	—	COM	573874104
CSCO	CISCO SYS INC	15,559	$1.828M	0.4%	$48.53	—	COM	17275R102
TSLA	TESLA INC	10,912	$4.59M	1.0%	$300.12	—	COM	88160R101
PANW	PALO ALTO NETWORKS INC	2,863	$976K	0.2%	$160.76	—	COM	697435105
NFLX	NETFLIX INC.	15,730	$1.123M	0.3%	$100.39	—	COM	64110L106
TXN	TEXAS INSTRS INC	3,615	$1.078M	0.2%	$168.08	—	COM	882508104
GLW	CORNING INC	3,144	$803K	0.2%	$46.30	—	COM	219350105
GE	GE AEROSPACE	3,979	$1.487M	0.3%	$302.45	—	COM NEW	369604301
CRWD	CROWDSTRIKE HLDGS INC	958	$731K	0.2%	$269.57	—	CL A	22788C105
JPM	JPMORGAN CHASE & CO	10,684	$3.497M	0.8%	$171.94	—	COM	46625H100
DELL	DELL TECHNOLOGIES INC	1,229	$530K	0.1%	$119.03	—	CL C	24703L202
GEV	GE VERNOVA INC	1,042	$1.224M	0.3%	$235.61	—	COM	36828A101
CVX	CHEVRON CORPORATION	7,564	$1.254M	0.3%	$141.78	—	COM	166764100
V	VISA INC	6,632	$2.275M	0.5%	$262.70	—	COM CL A	92826C839
PLTR	PALANTIR TECHNOLOGIES INC	8,974	$1.047M	0.2%	$53.96	—	CL A	69608A108
QCOM	QUALCOMM INC	4,281	$791K	0.2%	$142.73	—	COM	747525103
APH	AMPHENOL CORP	4,760	$839K	0.2%	$56.34	—	CL A	032095101
ABBV	ABBVIE INC	6,765	$1.702M	0.4%	$154.42	—	COM	00287Y109
MS	MORGAN STANLEY	4,615	$965K	0.2%	$95.54	—	COM NEW	617446448
ANET	ARISTA NETWORKS INC	4,039	$686K	0.2%	$102.31	—	COM	040413205
C	CITIGROUP INC	7,164	$1.003M	0.2%	$56.58	—	COM NEW	172967424
WMT	WALMART INC	17,213	$1.95M	0.4%	$70.22	—	COM	931142103
GS	GOLDMAN SACHS GROUP INC	1,138	$1.151M	0.3%	$414.75	—	COM	38141G104
INTU	INTUIT	1,088	$284K	0.1%	$502.29	—	COM	461202103
ACN	ACCENTURE PLC IRELAND	2,368	$295K	0.1%	$311.16	—	SHS CLASS A	G1151C101
ADI	ANALOG DEVICES INC	2,036	$809K	0.2%	$176.54	—	COM	032654105
CVS	CVS HEALTH CORP	5,012	$518K	0.1%	$57.99	—	COM	126650100
MSFT	MICROSOFT CORP	29,011	$10.82M	2.5%	$327.00	—	COM	594918104
SNOW	SNOWFLAKE INC	1,428	$363K	0.1%	$169.70	—	COM SHS	833445109
IBM	INTERNATIONAL BUSINESS MACHS	3,595	$1.011M	0.2%	$170.27	—	COM	459200101
BRK/B	BERKSHIRE HATHAWAY INC DEL	7,135	$3.57M	0.8%	$379.54	—	CL B NEW	084670702
VZ	VERIZON COMMUNICATIONS INC	16,216	$687K	0.2%	$37.40	—	COM	92343V104
APP	APPLOVIN CORP	1,080	$556K	0.1%	$242.19	—	COM CL A	03831W108
VRT	VERTIV HOLDINGS CO	1,463	$490K	0.1%	$97.15	—	COM CL A	92537N108
BSX	BOSTON SCIENTIFIC CORP	5,782	$247K	0.1%	$67.64	—	COM	101137107
CRM	SALESFORCE INC	3,670	$575K	0.1%	$232.88	—	COM	79466L302
MCD	MCDONALDS CORP	2,714	$734K	0.2%	$262.52	—	COM	580135101
PEP	PEPSICO INC	5,303	$718K	0.2%	$151.24	—	COM	713448108
CDNS	CADENCE DESIGN SYSTEM INC	1,073	$403K	0.1%	$222.91	—	COM	127387108
CME	CME GROUP INC	1,396	$308K	0.1%	$201.95	—	COM	12572Q105
COST	COSTCO WHOLESALE CORPORATION	1,666	$1.558M	0.4%	$724.75	—	COM	22160K105
PWR	QUANTA SVCS INC	575	$414K	0.1%	$320.76	—	COM	74762E102
HOOD	ROBINHOOD MKTS INC	3,037	$305K	0.1%	$59.18	—	COM CL A	770700102
HD	HOME DEPOT INC	3,881	$1.369M	0.3%	$324.70	—	COM	437076102
ISRG	INTUITIVE SURGICAL INC	1,421	$565K	0.1%	$358.14	—	COM	46120E602
JNJ	JOHNSON & JOHNSON	9,368	$2.379M	0.5%	$152.61	—	COM	478160104
CMI	CUMMINS INC	509	$363K	0.1%	$346.08	—	COM	231021106
NXPI	NXP SEMICONDUCTORS N V	1,043	$293K	0.1%	$209.53	—	COM	N6596X109
PFE	PFIZER INC	21,612	$520K	0.1%	$31.98	—	COM	717081103
ABT	ABBOTT LABS	6,820	$619K	0.1%	$110.50	—	COM	002824100
TMUS	T-MOBILE US INC	1,900	$319K	0.1%	$174.32	—	COM	872590104
WELL	WELLTOWER INC	2,733	$620K	0.1%	$105.77	—	COM	95040Q104
MRK	MERCK & CO INC	9,584	$1.232M	0.3%	$86.12	—	COM	58933Y105
ELV	ELEVANCE HEALTH INC	831	$321K	0.1%	$430.85	—	COM	036752103
ICE	INTERCONTINENTAL EXCHANGE IN	2,258	$278K	0.1%	$125.28	—	COM	45866F104
KO	COCA COLA CO	14,710	$1.195M	0.3%	$60.24	—	COM	191216100
META	META PLATFORMS INC	8,560	$4.822M	1.1%	$369.14	—	CL A	30303M102
AXP	AMERICAN EXPRESS CO	2,102	$711K	0.2%	$205.60	—	COM	025816109
DE	DEERE & CO	982	$623K	0.1%	$386.08	—	COM	244199105
BK	BANK OF NY MELLON CORP	2,624	$379K	0.1%	$82.56	—	COM	064058100
UNP	UNION PAC CORP	2,238	$609K	0.1%	$218.99	—	COM	907818108
TT	TRANE TECHNOLOGIES PLC	879	$432K	0.1%	$238.41	—	SHS	G8994E103
GILD	GILEAD SCIENCES INC	4,992	$631K	0.1%	$74.87	—	COM	375558103
MPWR	MONOLITHIC PWR SYS INC	225	$311K	0.1%	$808.07	—	COM	609839105
HWM	HOWMET AEROSPACE INC	1,604	$431K	0.1%	$126.73	—	COM	443201108
ADBE	ADOBE INC	1,598	$328K	0.1%	$403.29	—	COM	00724F101
REGN	REGENERON PHARMACEUTICALS	407	$254K	0.1%	$669.62	—	COM	75886F107
CMCSA	COMCAST CORP NEW	13,657	$335K	0.1%	$34.42	—	CL A	20030N101
SBUX	STARBUCKS CORP	4,460	$456K	0.1%	$87.50	—	COM	855244109
HCA	HCA HEALTHCARE INC	665	$259K	0.1%	$319.37	—	COM	40412C101
MCK	MCKESSON CORP	502	$379K	0.1%	$437.22	—	COM	58155Q103
GWW	WW GRAINGER INC	203	$276K	0.1%	$1025.88	—	COM	384802104
CIEN	CIENA CORP	518	$254K	0.1%	$270.92	—	COM	171779309
PNC	PNC FINL SVCS GROUP INC	1,370	$337K	0.1%	$159.56	—	COM	693475105
DASH	DOORDASH INC	1,457	$269K	0.1%	$188.06	—	CL A	25809K105
VRTX	VERTEX PHARMACEUTICALS INC	991	$492K	0.1%	$367.48	—	COM	92532F100
USB	US BANCORP	5,740	$347K	0.1%	$42.41	—	COM NEW	902973304
NET	CLOUDFLARE INC	1,235	$303K	0.1%	$145.18	—	CL A COM	18915M107
SPG	SIMON PPTY GROUP INC NEW	1,285	$287K	0.1%	$166.88	—	COM	828806109
PGR	PROGRESSIVE CORP	2,336	$510K	0.1%	$172.43	—	COM	743315103
MA	MASTERCARD INCORPORATED	3,247	$1.668M	0.4%	$420.47	—	CL A	57636Q104
COF	CAPITAL ONE FINL CORP	2,456	$493K	0.1%	$158.49	—	COM	14040H105
CSX	CSX CORP	6,892	$328K	0.1%	$30.42	—	COM	126408103
PH	PARKER-HANNIFIN CORP	516	$505K	0.1%	$403.97	—	COM	701094104
MDT	MEDTRONIC PLC	4,985	$390K	0.1%	$83.33	—	SHS	G5960L103
LNG	CHENIERE ENERGY INC	937	$224K	0.1%	$209.78	—	COM	16411R208
NEE	NEXTERA ENERGY INC	8,170	$717K	0.2%	$72.98	—	COM	65339F101
LIN	LINDE PLC	1,793	$930K	0.2%	$377.07	—	SHS	G54950103
RCL	ROYAL CARIBBEAN GROUP	949	$301K	0.1%	$233.26	—	COM	V7780T103
JCI	JOHNSON CONTROLS INTERNATION	2,568	$375K	0.1%	$81.59	—	SHS	G51502105
CEG	CONSTELLATION ENERGY CORP	1,249	$310K	0.1%	$147.90	—	COM	21037T109
TDG	TRANSDIGM GROUP INC	221	$294K	0.1%	$969.94	—	COM	893641100
F	FORD MTR CO	16,132	$224K	0.1%	$10.72	—	COM	345370860
WFC	WELLS FARGO & CO	12,407	$1.025M	0.2%	$53.50	—	COM	949746101
MAR	MARRIOTT INTL INC NEW	852	$316K	0.1%	$182.42	—	CL A	571903202
TJX	TJX COS INC NEW	4,376	$663K	0.2%	$84.71	—	COM	872540109
FDX	FEDEX CORP	832	$261K	0.1%	$221.21	—	COM	31428X106
SNPS	SYNOPSYS INC	717	$320K	0.1%	$417.28	—	COM	871607107
MMM	3M CO	2,122	$344K	0.1%	$116.26	—	COM	88579Y101
LOW	LOWES COS INC	2,193	$484K	0.1%	$206.19	—	COM	548661107
ADP	AUTOMATIC DATA PROCESSING IN	1,532	$343K	0.1%	$251.79	—	COM	053015103
TRV	TRAVELERS COMPANIES INC	825	$272K	0.1%	$245.41	—	COM	89417E109
EOG	EOG RES INC	2,031	$263K	0.1%	$108.88	—	COM	26875P101
ALL	ALLSTATE CORP	969	$231K	0.1%	$191.27	—	COM	020002101
ABNB	AIRBNB INC	1,744	$250K	0.1%	$133.97	—	COM CL A	009066101
SLB	SLB LIMITED	5,623	$261K	0.1%	$39.11	—	COM STK	806857108
EMR	EMERSON ELEC CO	2,234	$320K	0.1%	$97.04	—	COM	291011104
AME	AMETEK INC	939	$227K	0.1%	$223.27	—	COM	031100100
UPS	UNITED PARCEL SVCS INC	2,794	$300K	0.1%	$137.88	—	CL B	911312106
EQIX	EQUINIX INC	398	$415K	0.1%	$748.53	—	COM	29444U700
COR	CENCORA INC	763	$216K	0.0%	$253.21	—	COM	03073E105
BMY	BRISTOL-MYERS SQUIBB CO	7,750	$447K	0.1%	$58.82	—	COM	110122108
HLT	HILTON WORLDWIDE HLDGS INC	865	$286K	0.1%	$248.61	—	COM	43300A203
D	DOMINION ENERGY INC	3,461	$236K	0.1%	$52.73	—	COM	25746U109
SPGI	S&P GLOBAL INC	1,237	$504K	0.1%	$419.31	—	COM	78409V104
AMGN	AMGEN INC	2,110	$764K	0.2%	$251.76	—	COM	031162100
SHW	SHERWIN WILLIAMS CO	906	$312K	0.1%	$271.69	—	COM	824348106
NOW	SERVICENOW INC	4,015	$399K	0.1%	$162.12	—	COM	81762P102
BKR	BAKER HUGHES COMPANY	3,762	$209K	0.0%	$56.08	—	CL A	05722G100
PSX	PHILLIPS 66	1,545	$261K	0.1%	$147.11	—	COM	718546104
PG	PROCTER & GAMBLE CO	8,818	$1.293M	0.3%	$146.70	—	COM	742718109
SYK	STRYKER CORPORATION	1,331	$419K	0.1%	$285.57	—	COM	863667101
TFC	TRUIST FINL CORP	4,650	$232K	0.1%	$42.69	—	COM	89832Q109
TGT	TARGET CORP	1,831	$239K	0.1%	$109.20	—	COM	87612E106
CL	COLGATE PALMOLIVE CO	2,670	$245K	0.1%	$79.33	—	COM	194162103
VLO	VALERO ENERGY CORP	1,142	$297K	0.1%	$190.06	—	COM	91913Y100
TMO	THERMO FISHER SCIENTIFIC INC	1,506	$755K	0.2%	$548.57	—	COM	883556102
TRGP	TARGA RES CORP	822	$220K	0.0%	$201.70	—	COM	87612G101
MPC	MARATHON PETE CORP	1,157	$296K	0.1%	$184.70	—	COM	56585A102
DUK	DUKE ENERGY CORP NEW	3,000	$380K	0.1%	$102.23	—	COM	26441C204
ECL	ECOLAB INC	1,029	$287K	0.1%	$249.61	—	COM	278865100
MRSH	MARSH & MCLENNAN COS INC	1,878	$313K	0.1%	$180.88	—	COM	571748102
AJG	GALLAGHER ARTHUR J & CO	978	$225K	0.1%	$241.19	—	COM	363576109
MSI	MOTOROLA SOLUTIONS INC	680	$282K	0.1%	$441.57	—	COM	620076307
APO	APOLLO GLOBAL MGMT INC	1,796	$212K	0.0%	$89.30	—	COM	03769M106
PLD	PROLOGIS INC.	3,759	$509K	0.1%	$109.95	—	COM	74340W103
AEP	AMERICAN ELEC PWR CO INC	2,139	$293K	0.1%	$98.44	—	COM	025537101
SCHW	SCHWAB CHARLES CORP	6,770	$625K	0.1%	$71.94	—	COM	808513105
KMI	KINDER MORGAN INC DEL	7,388	$236K	0.1%	$26.70	—	COM	49456B101
SRE	SEMPRA	2,565	$238K	0.1%	$75.52	—	COM	816851109
ITW	ILLINOIS TOOL WKS INC	1,020	$276K	0.1%	$216.55	—	COM	452308109
WM	WASTE MGMT INC DEL	1,478	$329K	0.1%	$184.75	—	COM	94106L109
MCO	MOODYS CORP	611	$277K	0.1%	$357.50	—	COM	615369105
CI	THE CIGNA GROUP	1,044	$288K	0.1%	$278.48	—	COM	125523100
GM	GENERAL MTRS CO	3,572	$275K	0.1%	$48.81	—	COM	37045V100
PCAR	PACCAR INC	1,922	$231K	0.1%	$102.95	—	COM	693718108
TEL	TE CONNECTIVITY PLC	1,188	$240K	0.1%	$146.50	—	ORD SHS	G87052109
OKE	ONEOK INC NEW	2,414	$210K	0.0%	$78.53	—	COM	682680103
BX	BLACKSTONE INC	3,006	$354K	0.1%	$122.31	—	COM	09260D107
WBD	WARNER BROS DISCOVERY INC	9,943	$265K	0.1%	$13.62	—	COM SER A	934423104
AON	AON PLC	850	$282K	0.1%	$317.01	—	SHS CL A	G0403H108
WMB	WILLIAMS COS INC	4,849	$360K	0.1%	$38.71	—	COM	969457100
FAST	FASTENAL CO	4,480	$215K	0.0%	$44.27	—	COM	311900104
ETR	ENTERGY CORP NEW	1,936	$222K	0.1%	$97.37	—	COM	29364G103
CRH	CRH PLC	2,558	$274K	0.1%	$85.41	—	ORD	G25508105
ROST	ROSS STORES INC	1,193	$254K	0.1%	$138.49	—	COM	778296103
CTVA	CORTEVA INC	2,785	$236K	0.1%	$72.77	—	COM	22052L104
O	REALTY INCOME CORP	3,324	$206K	0.0%	$57.31	—	COM	756109104
APD	AIR PRODUCTS AND CHEMICALS I	874	$256K	0.1%	$257.91	—	COM	009158106
DHR	DANAHER CORP DEL	2,433	$463K	0.1%	$233.57	—	COM	235851102
KKR	KKR & CO INC	2,763	$254K	0.1%	$88.29	—	COM	48251W104
UBER	UBER TECHNOLOGIES INC	8,110	$585K	0.1%	$49.19	—	COM	90353T100
CTAS	CINTAS CORP	1,308	$222K	0.1%	$186.37	—	COM	172908105
MDLZ	MONDELEZ INTL INC	5,003	$289K	0.1%	$58.58	—	CL A	609207105
DIS	DISNEY WALT CO	7,119	$685K	0.2%	$104.92	—	COM	254687106
DLR	DIGITAL RLTY TR INC	1,233	$221K	0.1%	$155.03	—	COM	253868103
ORLY	OREILLY AUTOMOTIVE INC	3,320	$306K	0.1%	$89.14	—	COM	67103H107
BLK	BLACKROCK INC	564	$542K	0.1%	$961.85	—	COM	09290D101