W WELLS FARGO & CO WFC
29.77% 24.25% $22.13B 19.1M $7.42B 6.4M +12.7M +199.17% Add ALPHABET INC GOOGL
18.6% — $13.83B 275.0M $0 0 +275.0M New Buy SUPER MICR SMCI
11.74% — $8.73B 170.0M $0 0 +170.0M New Buy B BANK AMERICA CORP 7.25CNV PFD L BAC
7.91% 19.38% $5.88B 4.7M $5.93B 5.0M -285,000 -5.73% Reduce MAKEMYTRIP LIMITED MAURITIUS MMYT
2.33% <0.01% $1.73B 32.5M $293,249 7,864 +32.5M +413,175.69% Add V VANGUARD INDEX FDS VOO
2.12% 1.21% $1.58B 2.1M $369.8M 640,692 +1.5M +234.15% Add C CABLE ONE INC CABO
2.08% — $1.54B 2.4M $0 0 +2.4M New Buy I ISHARES TR IVV
1.89% 0.81% $1.41B 1.9M $246.5M 377,340 +1.5M +396.07% Add S STATE STR SPDR S&P 500 ETF T SPY
1.32% 3.09% $980.2M 1.3M $945.0M 1.5M -140,424 -9.66% Reduce ORACLE CORP ORCL
1.21% 6.04% $899.0M 20.0M $1.85B 40.0M -20.0M -50.00% Reduce I ISHARES TR TLT
0.47% 0.72% $349.0M 4.0M $220.0M 2.5M +1.5M +59.17% Add WARNER BROS DISCOVERY INC WBD
0.46% 0.91% $344.6M 12.9M $277.2M 10.1M +2.8M +28.04% Add ELECTRONIC ARTS INC EA
0.33% 0.55% $247.9M 1.2M $167.6M 821,970 +387,098 +47.09% Add NORFOLK SOUTHN CORP COM NSC
0.32% 0.69% $241.0M 765,928 $210.9M 734,833 +31,095 +4.23% Add VANECK ETF TRUST SMH
0.31% 0.13% $232.7M 354,807 $40.2M 104,740 +250,067 +238.75% Add S SELECT MED HLDGS CORP SEM
0.27% — $198.5M 12.0M $0 0 +12.0M New Buy MICRON TECHNOLOGY INC MU
0.26% 0.12% $194.7M 168,673 $38.1M 112,916 +55,757 +49.38% Add ALPHABET INC GOOGL
0.26% 0.28% $190.4M 532,882 $85.4M 297,041 +235,841 +79.40% Add I ISHARES TR HYG
0.25% 1.93% $185.0M 2.3M $590.7M 7.4M -5.1M -68.85% Reduce I ISHARES TR LQD
0.22% 0.78% $161.5M 1.5M $239.8M 2.2M -719,645 -32.71% Reduce AON PLC SHS CL A AON
0.17% 0.24% $127.7M 385,028 $73.7M 228,209 +156,819 +68.72% Add ADVANCED MICRO DEVICES INC AMD
0.17% 0.55% $122.8M 211,457 $169.4M 832,920 -621,463 -74.61% Reduce A Alphabet Inc Class C GOOG
0.16% 0.07% $117.5M 332,518 $20.0M 69,742 +262,776 +376.78% Add AMAZON COM INC AMZN
0.15% 0.25% $108.6M 455,607 $78.0M 374,422 +81,185 +21.68% Add ALLSTATE CORP ALL
0.14% 0.26% $104.9M 440,923 $78.9M 380,564 +60,359 +15.86% Add I ISHARES BITCOIN TRUST ETF IBIT
0.14% 0.32% $102.4M 3.1M $99.1M 2.6M +494,237 +19.15% Add CROWDSTRIKE HLDGS INC CRWD
0.14% 0.08% $101.4M 132,874 $24.5M 62,717 +70,157 +111.86% Add I ISHARES RUSSELL IWM
0.14% 0.09% $100.8M 335,389 $27.3M 110,001 +225,388 +204.90% Add FRANKLIN RESOURCES INC BEN
0.13% 0.23% $99.2M 3.0M $71.4M 3.0M -42,084 -1.39% Reduce S SPDR GOLD TR GLD
0.13% 0.46% $98.5M 267,506 $140.7M 326,959 -59,453 -18.18% Reduce TRAVELERS COS TRV
0.13% 0.25% $98.2M 297,389 $77.4M 265,507 +31,882 +12.01% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
0.12% 0.11% $91.1M 190,750 $32.4M 95,935 +94,815 +98.83% Add APPLE INC AAPL
0.12% 0.22% $90.3M 312,019 $67.3M 265,020 +46,999 +17.73% Add ORACLE CORP ORCL
0.12% 0.02% $87.5M 596,990 $6.8M 46,488 +550,502 +1,184.18% Add KENVUE INC COM KVUE
0.12% 0.21% $86.8M 4.5M $65.3M 3.8M +754,768 +19.93% Add NVIDIA CORPORATION NVDA
0.11% 0.21% $82.1M 410,331 $63.1M 361,732 +48,599 +13.44% Add BIO-TECHNE CORP TECH
0.11% 0.01% $82.0M 1.2M $2.8M 53,519 +1.1M +2,068.66% Add META PLATFORMS INC META
0.11% 0.13% $81.5M 144,675 $41.2M 71,953 +72,722 +101.07% Add MICROSOFT CORP MSFT
0.11% 0.15% $81.3M 218,017 $46.9M 126,637 +91,380 +72.16% Add CME GROUP INC CME
0.1% 0.03% $76.9M 348,029 $7.8M 26,472 +321,557 +1,214.71% Add B BEACON FINANCIAL CORP. BBT
0.1% 0.2% $73.2M 2.4M $60.5M 2.0M +388,127 +19.26% Add S STATE STREET SPDR S&P REGIONAL BANKING ETF KRE
0.09% 0.17% $70.1M 936,934 $53.5M 821,733 +115,201 +14.02% Add PALANTIR TECHNOLOGIES INC PLTR
0.09% 0.03% $69.8M 598,002 $9.9M 67,595 +530,407 +784.68% Add TXNM ENERGY INC TXNM
0.09% 0.26% $68.3M 1.2M $78.8M 1.3M -144,142 -10.70% Reduce PRAXIS PRECISION MEDICINES I PRAX
0.09% — $67.3M 201,100 $0 0 +201,100 New Buy AES CORP COM AES
0.09% 0.21% $66.3M 4.5M $65.0M 4.6M -91,735 -1.99% Reduce D DPC HOLDINGS PLC DPC
0.09% — $66.3M 1.4M $0 0 +1.4M New Buy Old National Bancorp CORP COMMON ONB
0.09% 0.37% $64.4M 2.5M $112.8M 5.1M -2.6M -51.34% Reduce WEBSTER FINL CORP WBS
0.09% 0.15% $64.3M 841,761 $45.8M 660,287 +181,474 +27.48% Add S STMICROELECTRONICS N V NY REGISTRY STM
0.08% 0.02% $61.3M 818,263 $6.4M 185,600 +632,663 +340.87% Add 
