NVIDIA CORPORATION NVDA
1.65% 1.51% $258.4M 1.3M $223.5M 1.3M +9,935 +0.78% Add AMETEK INC COM AME
1.34% 1.34% $210.0M 867,913 $199.1M 928,813 -60,900 -6.56% Reduce NEWMONT CORP NEM
1.24% 1.61% $194.8M 2.1M $238.8M 2.2M -121,000 -5.48% Reduce MICROSOFT CORP MSFT
1.16% 1.24% $181.0M 485,297 $183.0M 494,391 -9,094 -1.84% Reduce NATIONAL FUEL GAS CO NFG
1.15% 1.48% $179.6M 2.3M $219.1M 2.3M -5,500 -0.24% Reduce MASTERCARD INCORPORATED MA
1.08% 1.13% $169.6M 330,198 $168.0M 336,297 -6,099 -1.81% Reduce B BANK NEW YORK MELLON CORP BK
1.07% 1% $167.2M 1.2M $147.9M 1.2M -90,662 -7.27% Reduce N NEXTERA ENERGY INC NEE
1.05% 1.2% $164.8M 1.9M $177.7M 1.9M -34,750 -1.82% Reduce MADISON SQUARE GARDEN SPCLASS A MSGS
1% 0.85% $157.2M 391,228 $125.6M 390,862 +366 +0.09% Add DEERE & CO DE
0.99% 0.94% $155.2M 244,624 $138.7M 246,165 -1,541 -0.63% Reduce CRANE COMPANY CR
0.95% 0.83% $148.2M 664,288 $122.5M 716,209 -51,921 -7.25% Reduce AMAZON COM INC AMZN
0.94% 0.86% $146.4M 614,277 $128.1M 614,887 -610 -0.10% Reduce AMERICAN EXPRESS CO AXP
0.93% 0.9% $145.9M 431,392 $133.3M 440,542 -9,150 -2.08% Reduce GATX CORP GATX
0.92% 0.98% $143.7M 811,150 $144.4M 845,450 -34,300 -4.06% Reduce A Alphabet Inc Class C GOOG
0.87% 0.75% $136.9M 387,454 $110.9M 386,746 +708 +0.18% Add M MUELLER INDS INC MLI
0.83% 0.92% $130.2M 1.1M $136.3M 1.2M -171,559 -13.94% Reduce ELI LILLY & CO LLY
0.8% 0.65% $124.9M 104,112 $96.1M 104,478 -366 -0.35% Reduce ALPHABET INC GOOGL
0.79% 0.67% $123.0M 344,078 $99.1M 344,643 -565 -0.16% Reduce REPUBLIC SVCS INC RSG
0.73% 0.81% $114.2M 535,799 $120.1M 548,285 -12,486 -2.28% Reduce APPLE INC AAPL
0.71% 0.72% $111.3M 384,577 $107.1M 421,859 -37,282 -8.84% Reduce GE AEROSPACE GE
0.69% 0.6% $108.2M 289,635 $88.2M 310,727 -21,092 -6.79% Reduce BROADCOM INC AVGO
0.66% 0.58% $103.9M 275,177 $85.3M 275,535 -358 -0.13% Reduce TEXAS INSTRS INC TXN
0.66% 0.46% $103.2M 346,217 $67.4M 347,083 -866 -0.25% Reduce CATERPILLAR INC CAT
0.65% 0.5% $102.4M 96,182 $74.8M 105,532 -9,350 -8.86% Reduce LENNAR CORP LEN
0.65% <0.01% $101.0M 1.1M $329,320 4,000 +1.1M +28,355.00% Add S SONY GROUP CORP SPONSORED ADR SONY
0.64% 0.73% $100.9M 5.0M $107.6M 5.2M -166,950 -3.21% Reduce BERKSHIRE HATHAWAY INC CL A BRK.A
0.61% 0.62% $95.9M 128 $91.9M 128 0 0.00% Unchanged META PLATFORMS INC META
0.61% 0.65% $95.4M 169,299 $96.7M 169,007 +292 +0.17% Add O OREILLY AUTOMOTIVE INC COM ORLY
0.6% 0.64% $94.6M 1.0M $95.5M 1.0M -7,500 -0.73% Reduce Genuine Parts Co Com GPC
0.6% 0.49% $94.4M 800,050 $73.1M 691,700 +108,350 +15.66% Add JPMORGAN CHASE & CO JPM
0.6% 0.59% $93.4M 285,292 $87.5M 297,483 -12,191 -4.10% Reduce TEXTRON INC TXT
0.57% 0.57% $89.1M 971,131 $85.1M 972,090 -959 -0.10% Reduce EVERGY INC COM EVRG
0.56% 0.58% $87.9M 1.0M $85.3M 1.0M -23,926 -2.30% Reduce SPHERE ENTERTAINMENT CO SPHR
0.56% 0.41% $87.7M 507,030 $61.3M 522,336 -15,306 -2.93% Reduce EXXON MOBIL CORP XOM
0.56% 0.73% $87.1M 636,890 $107.6M 634,390 +2,500 +0.39% Add ITT INC ITT
0.54% 0.52% $84.4M 426,703 $76.6M 401,821 +24,882 +6.19% Add SOUTHWEST GAS HLDGS INC SWX
0.54% 0.57% $84.3M 950,843 $84.0M 966,089 -15,246 -1.58% Reduce FLOWSERVE CORP FLS
0.52% 0.54% $81.8M 1.1M $80.3M 1.1M +9,810 +0.90% Add GE VERNOVA INC GEV
0.52% 0.42% $81.6M 69,439 $62.7M 71,849 -2,410 -3.35% Reduce AMERICAN ELEC PWR CO INC AEP
0.51% 0.52% $80.4M 587,425 $77.6M 591,850 -4,425 -0.75% Reduce CNH INDL N V CNH
0.51% 0.53% $79.7M 7.1M $77.9M 7.1M +11,866 +0.17% Add K KKR & CO INC COM KKR
0.48% 0.67% $74.9M 816,347 $98.8M 1.1M -251,700 -23.57% Reduce AES CORP COM AES
0.48% 0.4% $74.9M 5.1M $59.7M 4.2M +870,100 +20.53% Add ONEOK INC NEW OKE
0.47% 0.52% $73.8M 848,375 $76.5M 846,675 +1,700 +0.20% Add H HERC HLDGS INC HRI
0.46% 0.33% $71.7M 500,251 $49.0M 492,563 +7,688 +1.56% Add CURTISS WRIGHT CORP CW
0.46% 0.44% $71.2M 94,009 $64.5M 94,662 -653 -0.69% Reduce CHEVRON CORPORATION CVX
0.45% 0.62% $70.4M 424,912 $92.5M 447,012 -22,100 -4.94% Reduce G GORMAN RUPP CO EQUITY CLASS EQUITY GRC
0.44% 0.32% $68.7M 749,347 $47.7M 768,226 -18,879 -2.46% Reduce W WEC ENERGY GROUP INC COM IDU
0.44% 0.46% $68.2M 584,270 $67.8M 585,370 -1,100 -0.19% Reduce VISA INC V
0.43% 0.4% $67.2M 195,929 $59.6M 197,350 -1,421 -0.72% Reduce 
