ALPHABET INC GOOGL
5.44% 5.52% $2.43B 6.8M $2.38B 8.3M -1.5M -17.71% Reduce NVIDIA CORPORATION NVDA
5.17% 4.56% $2.31B 11.6M $1.97B 11.3M +276,410 +2.45% Add VISA INC V
4.68% 4.28% $2.09B 6.1M $1.85B 6.1M -16,619 -0.27% Reduce MICROSOFT CORP MSFT
4.64% 4.63% $2.08B 5.6M $2.00B 5.4M +171,988 +3.19% Add JOHNSON & JOHNSON JNJ
3.85% 3.76% $1.72B 6.8M $1.62B 6.6M +134,321 +2.02% Add APPLE INC AAPL
3.17% 2.98% $1.42B 4.9M $1.28B 5.1M -162,319 -3.21% Reduce PHILIP MORRIS INTL INC PM
2.91% 2.75% $1.30B 7.2M $1.18B 7.2M +25,325 +0.35% Add BOOKING HOLDINGS INC COM BKNG
2.56% 2.47% $1.15B 6.4M $1.07B 253,374 +6.2M +2,435.91% Add AMAZON COM INC AMZN
2.5% 2.15% $1.12B 4.7M $927.7M 4.5M +240,389 +5.40% Add EDWARDS LIFESCIENCES CORP EW
2.5% 2.3% $1.12B 12.3M $992.7M 12.4M -58,641 -0.47% Reduce BROADCOM INC AVGO
2.35% 2.06% $1.05B 2.8M $887.7M 2.9M -83,004 -2.89% Reduce NetEase, Inc. ADR NTES
1.79% 1.63% $800.4M 6.2M $703.7M 6.3M -39,632 -0.63% Reduce AUTODESK INC ADSK
1.65% 2.23% $738.7M 3.8M $963.7M 4.0M -226,024 -5.61% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
1.57% 1.24% $702.1M 1.5M $533.0M 1.6M -107,020 -6.79% Reduce ELI LILLY & CO LLY
1.53% 1.12% $684.2M 570,405 $482.2M 524,221 +46,184 +8.81% Add JPMORGAN CHASE & CO JPM
1.53% 1.57% $683.1M 2.1M $678.2M 2.3M -218,715 -9.49% Reduce M MONSTER BEVERAGE CORP NEW COM MNST
1.49% 1.25% $666.1M 6.9M $540.2M 7.5M -525,024 -7.04% Reduce M MARSH & MCLENNAN COS INC COM MRSH
1.48% 1.62% $661.9M 4.0M $698.9M 4.0M -57,620 -1.43% Reduce TKO GROUP HLDGS INC CLASS A TKO
1.41% 1.69% $632.1M 3.1M $729.8M 3.6M -479,350 -13.24% Reduce INTUIT INTU
1.38% 1.89% $618.1M 2.4M $813.2M 1.9M +487,302 +25.91% Add AUTOMATIC DATA PROCESSING IN ADP
1.37% 1.11% $611.5M 2.7M $480.3M 2.4M +366,694 +15.51% Add MOTOROLA SOLUTIONS INC MSI
1.25% 1.35% $560.0M 1.3M $584.0M 1.3M +2,768 +0.21% Add CITIZENS FINL GROUP INC CFG
1.23% 0.94% $550.2M 7.9M $405.9M 6.8M +1.1M +16.00% Add VERISIGN INC VRSN
1.17% 1.2% $522.0M 2.1M $515.9M 2.1M -2,229 -0.11% Reduce EXXON MOBIL CORP XOM
1.14% 1.62% $511.8M 3.7M $698.2M 4.1M -372,050 -9.04% Reduce CHEVRON CORPORATION CVX
1.09% 0.97% $488.7M 2.9M $416.8M 2.0M +933,661 +46.35% Add B BARRICK MNG CORP B
1.03% 1.13% $459.2M 12.5M $486.3M 11.9M +581,201 +4.87% Add UNITEDHEALTH GROUP INC UNH
1.03% 0.06% $458.6M 1.1M $25.1M 92,699 +1.0M +1,090.27% Add INTERACTIVE BROKERS GROUP INC COM CL A IBKR
1.02% — $457.7M 5.3M $0 0 +5.3M New Buy TRANE TECHNOLOGIES PLC TT
1.01% 0.79% $453.4M 923,044 $342.2M 821,041 +102,003 +12.42% Add TD SYNNEX CORPORATION SNX
0.99% 0.82% $440.8M 1.6M $353.3M 2.1M -445,614 -21.28% Reduce S&P GLOBAL INC SPGI
0.88% 0.97% $395.6M 971,294 $416.8M 979,893 -8,599 -0.88% Reduce MASTERCARD INCORPORATED MA
0.86% 1.24% $382.8M 745,304 $533.5M 1.1M -322,436 -30.20% Reduce MOODYS CORP MCO
0.85% 0.85% $378.9M 836,571 $366.6M 840,302 -3,731 -0.44% Reduce ALIGN TECHNOLOGY INC COM USD0.0001 ALGN
0.83% 0.89% $372.7M 2.2M $382.0M 2.2M -18,423 -0.83% Reduce DELTA AIR LINES INC DAL
0.81% 0.56% $363.5M 3.9M $240.9M 3.6M +258,412 +7.13% Add JACOBS SOLUTIONS INC J
0.8% 0.96% $357.3M 2.8M $414.3M 3.3M -419,828 -12.90% Reduce UBS GROUP AG UBS
0.79% 0.77% $354.3M 7.1M $332.3M 8.7M -1.6M -17.90% Reduce GENERAL MTRS CO GM
0.79% 0.78% $354.2M 4.6M $337.4M 4.5M +65,650 +1.45% Add CHECK POINT SOFTWARE TECH LTD ORD CHKP
0.75% 0.85% $335.2M 2.6M $366.1M 2.6M -11,901 -0.46% Reduce ELECTRONIC ARTS INC EA
0.73% 1.97% $326.1M 1.6M $851.3M 4.2M -2.6M -61.91% Reduce FERRARI N V COM RACE
0.69% 0.85% $310.9M 838,310 $367.7M 1.1M -265,796 -24.07% Reduce TAKE-TWO INTERACTIVE SOFTWARE COM TTWO
0.69% 0.53% $306.6M 1.2M $228.5M 1.2M +69,323 +5.99% Add T THERMO FISHER SCIENTIFIC INC TMO
0.67% 0.73% $297.6M 593,668 $313.2M 637,262 -43,594 -6.84% Reduce AERCAP HOLDINGS NV SHS AER
0.66% 0.89% $296.2M 2.0M $385.5M 2.8M -778,309 -27.69% Reduce META PLATFORMS INC META
0.65% 0.7% $290.1M 514,965 $302.6M 528,841 -13,876 -2.62% Reduce COSTCO WHOLESALE CORPORATION COST
0.64% <0.01% $286.2M 305,975 $201,279 202 +305,773 +151,372.77% Add FREEPORT MCMORAN INC FCX
0.64% 0.62% $284.8M 4.5M $269.5M 4.6M -55,919 -1.22% Reduce ASTRAZENECA PLC AZN
0.64% 0.92% $284.1M 1.5M $396.5M 2.0M -529,006 -25.84% Reduce BOEING CO BA
0.62% 0.58% $279.3M 1.3M $249.0M 1.3M +39,173 +3.13% Add 
