1
NVIDIA CORPORATION
COM
NVDA
NVDA
9,964,860
$2.0bn6.43%
6.43%
Added Shares held: Q3 2025 9.5m, Q4 2025 9.5m, Q1 2026 9.8m, Q2 2026 10.0m
+159.8k
+159,800
1.6%
2
APPLE INC
COM
AAPL
AAPL
6,616,324
$1.9bn6.17%
6.17%
Added Shares held: Q3 2025 5.8m, Q4 2025 5.8m, Q1 2026 6.2m, Q2 2026 6.6m
+455.2k
+455,220
7.4%
3
MICROSOFT CORP
COM
MSFT
MSFT
3,137,328
$1.2bn3.77%
3.77%
Added Shares held: Q3 2025 2.8m, Q4 2025 2.8m, Q1 2026 2.9m, Q2 2026 3.1m
+208.8k
+208,760
7.1%
4
ALPHABET INC
CAP STK CL A
GOOGL
GOOGL
2,607,440
$931.8m3.01%
3.01%
Added Shares held: Q3 2025 2.4m, Q4 2025 2.4m, Q1 2026 2.4m, Q2 2026 2.6m
+159.4k
+159,380
6.5%
5
AMAZON COM INC
COM
AMZN
AMZN
3,827,000
$912.1m2.94%
2.94%
Added Shares held: Q3 2025 3.4m, Q4 2025 3.5m, Q1 2026 3.6m, Q2 2026 3.8m
+243.4k
+243,400
6.8%
6
BROADCOM INC
COM
AVGO
AVGO
1,863,840
$704.1m2.27%
2.27%
Added Shares held: Q3 2025 1.6m, Q4 2025 1.6m, Q1 2026 1.7m, Q2 2026 1.9m
+165.1k
+165,080
9.7%
7
ALPHABET INC
CAP STK CL C
GOOG
GOOG
1,989,260
$702.9m2.27%
2.27%
Added Shares held: Q3 2025 1.9m, Q4 2025 1.9m, Q1 2026 1.9m, Q2 2026 2.0m
+59.0k
+59,040
3.1%
8
MICRON TECHNOLOGY INC
COM
MU
MU
462,285
$533.6m1.72%
1.72%
Added Shares held: Q3 2025 402.8k, Q4 2025 406.6k, Q1 2026 423.0k, Q2 2026 462.3k
+39.3k
+39,280
9.3%
9
META PLATFORMS INC
CL A
META
META
915,410
$515.6m1.66%
1.66%
Added Shares held: Q3 2025 801.7k, Q4 2025 782.5k, Q1 2026 810.4k, Q2 2026 915.4k
+105.1k
+105,060
13.0%
10
TESLA INC
COM
TSLA
TSLA
1,113,250
$468.2m1.51%
1.51%
Reduced Shares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.1m, Q2 2026 1.1m
-7.6k
-7,560
-0.7%
11
ELI LILLY & CO
COM
LLY
LLY
348,239
$417.7m1.35%
1.35%
Added Shares held: Q3 2025 304.7k, Q4 2025 308.3k, Q1 2026 317.9k, Q2 2026 348.2k
+30.4k
+30,360
9.6%
12
ADVANCED MICRO DEVICES INC
COM
AMD
AMD
699,047
$406.1m1.31%
1.31%
Added Shares held: Q3 2025 581.1k, Q4 2025 620.7k, Q1 2026 653.8k, Q2 2026 699.0k
+45.2k
+45,200
6.9%
13
JPMORGAN CHASE & CO
COM
JPM
JPM
1,159,272
$379.5m1.22%
1.22%
Added Shares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.1m, Q2 2026 1.2m
+15.1k
+15,080
1.3%
14
JOHNSON & JOHNSON
COM
JNJ
JNJ
1,174,114
$298.2m0.96%
0.96%
Added Shares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.1m, Q2 2026 1.2m
+84.4k
+84,400
7.8%
15
VISA INC
COM CL A
V
V
828,882
$284.4m0.92%
0.92%
Added Shares held: Q3 2025 744.7k, Q4 2025 745.6k, Q1 2026 763.8k, Q2 2026 828.9k
+65.1k
+65,120
8.5%
16
APPLIED MATLS INC
COM
AMAT
AMAT
391,701
$283.2m0.91%
0.91%
Added Shares held: Q3 2025 368.9k, Q4 2025 353.3k, Q1 2026 364.1k, Q2 2026 391.7k
+27.6k
+27,560
7.6%
17
BERKSHIRE HATHAWAY INC DEL
CL B NEW
BRK.B
BRK.B
559,933
$280.2m0.90%
0.90%
Added Shares held: Q3 2025 503.5k, Q4 2025 508.0k, Q1 2026 524.9k, Q2 2026 559.9k
+35.1k
+35,080
6.7%
18
LAM RESEARCH CORP
COM NEW
LRCX
LRCX
626,180
$271.5m0.88%
0.88%
Added Shares held: Q3 2025 651.7k, Q4 2025 638.7k, Q1 2026 582.3k, Q2 2026 626.2k
+43.9k
+43,900
7.5%
19
INTEL CORP
COM
INTC
INTC
1,931,408
$269.7m0.87%
0.87%
Added Shares held: Q3 2025 1.6m, Q4 2025 1.6m, Q1 2026 1.7m, Q2 2026 1.9m
+230.6k
+230,600
13.6%
20
EXXON MOBIL CORP
COM
XOM
XOM
1,906,036
$260.6m0.84%
0.84%
Added Shares held: Q3 2025 1.8m, Q4 2025 1.8m, Q1 2026 1.8m, Q2 2026 1.9m
+106.0k
+106,000
5.9%
21
CISCO SYS INC
COM
CSCO
CSCO
1,848,715
$217.2m0.70%
0.70%
Added Shares held: Q3 2025 1.8m, Q4 2025 1.8m, Q1 2026 1.7m, Q2 2026 1.8m
+164.1k
+164,100
9.7%
22
KLA CORP
COM NEW
KLAC
KLAC
716,470
$216.2m0.70%
0.70%
Added Shares held: Q3 2025 693.0k, Q4 2025 691.0k, Q1 2026 691.4k, Q2 2026 716.5k
+25.1k
+25,070
3.6%
23
MASTERCARD INCORPORATED
CL A
MA
MA
417,114
$214.2m0.69%
0.69%
Added Shares held: Q3 2025 378.0k, Q4 2025 378.7k, Q1 2026 390.8k, Q2 2026 417.1k
+26.3k
+26,320
6.7%
24
ABBVIE INC
COM
ABBV
ABBV
836,672
$210.5m0.68%
0.68%
Added Shares held: Q3 2025 744.5k, Q4 2025 774.1k, Q1 2026 798.4k, Q2 2026 836.7k
+38.3k
+38,300
4.8%
25
WALMART INC
COM
WMT
WMT
1,791,600
$202.9m0.65%
0.65%
Added Shares held: Q3 2025 1.7m, Q4 2025 1.7m, Q1 2026 1.8m, Q2 2026 1.8m
+17.9k
+17,900
1.0%
26
COCA COLA CO
COM
KO
KO
2,299,945
$187.9m0.61%
0.61%
Added Shares held: Q3 2025 1.8m, Q4 2025 1.8m, Q1 2026 2.0m, Q2 2026 2.3m
+270.7k
+270,700
13.3%
27
COSTCO WHSL CORP NEW
COM
COST
COST
181,980
$170.2m0.55%
0.55%
Added Shares held: Q3 2025 158.6k, Q4 2025 159.1k, Q1 2026 164.7k, Q2 2026 182.0k
+17.2k
+17,240
10.5%
28
PROCTER AND GAMBLE CO
COM
PG
PG
1,154,429
$169.3m0.55%
0.55%
Added Shares held: Q3 2025 966.5k, Q4 2025 973.9k, Q1 2026 1.1m, Q2 2026 1.2m
+88.7k
+88,700
8.3%
29
BANK AMERICA CORP
COM
BAC
BAC
2,951,641
$168.2m0.54%
0.54%
Added Shares held: Q3 2025 2.8m, Q4 2025 2.8m, Q1 2026 2.8m, Q2 2026 3.0m
+112.3k
+112,300
4.0%
30
MERCK & CO INC
COM
MRK
MRK
1,277,070
$165.0m0.53%
0.53%
Added Shares held: Q3 2025 1.3m, Q4 2025 1.3m, Q1 2026 1.2m, Q2 2026 1.3m
+80.2k
+80,200
6.7%
31
UNITEDHEALTH GROUP INC
COM
UNH
UNH
374,455
$155.6m0.50%
0.50%
Added Shares held: Q3 2025 345.9k, Q4 2025 346.9k, Q1 2026 356.5k, Q2 2026 374.5k
+18.0k
+18,000
5.0%
32
HOME DEPOT INC
COM
HD
HD
410,882
$144.9m0.47%
0.47%
Added Shares held: Q3 2025 396.3k, Q4 2025 391.7k, Q1 2026 389.4k, Q2 2026 410.9k
+21.5k
+21,520
5.5%
33
CHEVRON CORP NEW
COM
CVX
CVX
863,597
$143.1m0.46%
0.46%
Added Shares held: Q3 2025 871.9k, Q4 2025 814.1k, Q1 2026 825.2k, Q2 2026 863.6k
+38.4k
+38,400
4.7%
34
GE VERNOVA INC
COM
GEV
GEV
119,470
$140.4m0.45%
0.45%
Added Shares held: Q3 2025 107.3k, Q4 2025 106.2k, Q1 2026 109.0k, Q2 2026 119.5k
+10.4k
+10,420
9.6%
35
GOLDMAN SACHS GROUP INC
COM
GS
GS
137,023
$138.6m0.45%
0.45%
Added Shares held: Q3 2025 134.6k, Q4 2025 133.1k, Q1 2026 135.3k, Q2 2026 137.0k
+1.7k
+1,680
1.2%
36
NETFLIX INC
COM
NFLX
NFLX
1,927,210
$137.6m0.44%
0.44%
Added Shares held: Q3 2025 1.8m, Q4 2025 1.8m, Q1 2026 1.7m, Q2 2026 1.9m
+182.9k
+182,860
10.5%
37
GE AEROSPACE
COM NEW
GE
GE
366,413
$136.9m0.44%
0.44%
Added Shares held: Q3 2025 329.8k, Q4 2025 323.9k, Q1 2026 328.5k, Q2 2026 366.4k
+37.9k
+37,880
11.5%
38
CITIGROUP INC
COM NEW
C
C
906,541
$126.9m0.41%
0.41%
Added Shares held: Q3 2025 876.6k, Q4 2025 884.2k, Q1 2026 898.5k, Q2 2026 906.5k
+8.0k
+8,000
0.9%
39
PALO ALTO NETWORKS INC
COM
PANW
PANW
359,916
$122.7m0.40%
0.40%
Added Shares held: Q3 2025 281.2k, Q4 2025 290.1k, Q1 2026 356.1k, Q2 2026 359.9k
+3.8k
+3,800
1.1%
40
TEXAS INSTRS INC
COM
TXN
TXN
408,985
$121.9m0.39%
0.39%
Added Shares held: Q3 2025 326.5k, Q4 2025 328.0k, Q1 2026 340.5k, Q2 2026 409.0k
+68.5k
+68,500
20.1%
41
INTERNATIONAL BUSINESS MACHS
COM
IBM
IBM
429,190
$120.7m0.39%
0.39%
Added Shares held: Q3 2025 401.6k, Q4 2025 397.7k, Q1 2026 410.4k, Q2 2026 429.2k
+18.8k
+18,760
4.6%
42
WESTERN DIGITAL CORP
COM
WDC
WDC
188,783
$120.6m0.39%
0.39%
Added Shares held: Q3 2025 131.2k, Q4 2025 168.3k, Q1 2026 172.7k, Q2 2026 188.8k
+16.1k
+16,060
9.3%
43
MARVELL TECHNOLOGY INC
COM
MRVL
MRVL
390,739
$116.4m0.38%
0.38%
Reduced Shares held: Q3 2025 454.2k, Q4 2025 431.1k, Q1 2026 444.1k, Q2 2026 390.7k
-53.4k
-53,400
-12.0%
44
WELLS FARGO CO NEW
COM
WFC
WFC
1,369,675
$113.2m0.37%
0.37%
Added Shares held: Q3 2025 1.3m, Q4 2025 1.3m, Q1 2026 1.3m, Q2 2026 1.4m
+48.3k
+48,300
3.7%
45
MORGAN STANLEY
COM NEW
MS
MS
520,889
$108.9m0.35%
0.35%
Added Shares held: Q3 2025 495.9k, Q4 2025 495.0k, Q1 2026 501.1k, Q2 2026 520.9k
+19.8k
+19,800
4.0%
46
DEERE & CO
COM
DE
DE
170,909
$108.6m0.35%
0.35%
Added Shares held: Q3 2025 159.7k, Q4 2025 160.5k, Q1 2026 162.2k, Q2 2026 170.9k
+8.7k
+8,720
5.4%
47
PALANTIR TECHNOLOGIES INC
CL A
PLTR
PLTR
915,400
$106.8m0.34%
0.34%
Added Shares held: Q3 2025 848.8k, Q4 2025 862.0k, Q1 2026 854.5k, Q2 2026 915.4k
+60.9k
+60,900
7.1%
48
ANALOG DEVICES INC
COM
ADI
ADI
264,141
$104.9m0.34%
0.34%
Added Shares held: Q3 2025 201.0k, Q4 2025 200.5k, Q1 2026 246.2k, Q2 2026 264.1k
+17.9k
+17,920
7.3%
49
QUALCOMM INC
COM
QCOM
QCOM
552,701
$102.1m0.33%
0.33%
Reduced Shares held: Q3 2025 619.9k, Q4 2025 606.8k, Q1 2026 613.6k, Q2 2026 552.7k
-60.9k
-60,900
-9.9%
50
ORACLE CORP
COM
ORCL
ORCL
689,142
$101.0m0.33%
0.33%
Added Shares held: Q3 2025 609.9k, Q4 2025 624.5k, Q1 2026 649.3k, Q2 2026 689.1k
+39.8k
+39,800
6.1%
51
AMPHENOL CORP
CL A
APH
APH
561,224
$99.1m0.32%
0.32%
Added Shares held: Q3 2025 437.8k, Q4 2025 440.2k, Q1 2026 457.4k, Q2 2026 561.2k
+103.8k
+103,800
22.7%
52
LINDE PLC
SHS
LIN
LIN
190,854
$99.0m0.32%
0.32%
Added Shares held: Q3 2025 171.1k, Q4 2025 178.1k, Q1 2026 175.7k, Q2 2026 190.9k
+15.2k
+15,200
8.7%
53
CORNING INC
COM
GLW
GLW
384,560
$98.2m0.32%
0.32%
Added Shares held: Q3 2025 394.5k, Q4 2025 403.4k, Q1 2026 379.1k, Q2 2026 384.6k
+5.5k
+5,500
1.4%
54
VERIZON COMMUNICATIONS INC
COM
VZ
VZ
2,286,024
$96.8m0.31%
0.31%
Added Shares held: Q3 2025 2.1m, Q4 2025 2.2m, Q1 2026 2.1m, Q2 2026 2.3m
+143.7k
+143,700
6.7%
55
GILEAD SCIENCES INC
COM
GILD
GILD
762,308
$96.3m0.31%
0.31%
Added Shares held: Q3 2025 796.3k, Q4 2025 790.8k, Q1 2026 718.4k, Q2 2026 762.3k
+43.9k
+43,900
6.1%
56
BRISTOL-MYERS SQUIBB CO
COM
BMY
BMY
1,643,058
$94.7m0.31%
0.31%
Added Shares held: Q3 2025 1.5m, Q4 2025 1.6m, Q1 2026 1.6m, Q2 2026 1.6m
+51.4k
+51,400
3.2%
57
ARISTA NETWORKS INC
COM SHS
ANET
ANET
549,000
$93.3m0.30%
0.30%
Added Shares held: Q3 2025 518.6k, Q4 2025 539.5k, Q1 2026 546.7k, Q2 2026 549.0k
+2.3k
+2,300
0.4%
58
MCDONALDS CORP
COM
MCD
MCD
341,576
$92.3m0.30%
0.30%
Added Shares held: Q3 2025 296.0k, Q4 2025 309.9k, Q1 2026 327.1k, Q2 2026 341.6k
+14.4k
+14,440
4.4%
59
NEXTERA ENERGY INC
COM
NEE
NEE
1,040,112
$91.3m0.29%
0.29%
Added Shares held: Q3 2025 860.0k, Q4 2025 953.0k, Q1 2026 995.8k, Q2 2026 1.0m
+44.3k
+44,300
4.5%
60
EATON CORP PLC
SHS
ETN
ETN
213,309
$90.9m0.29%
0.29%
Added Shares held: Q3 2025 166.6k, Q4 2025 196.0k, Q1 2026 201.1k, Q2 2026 213.3k
+12.2k
+12,200
6.1%
61
PEPSICO INC
COM
PEP
PEP
658,396
$89.1m0.29%
0.29%
Added Shares held: Q3 2025 546.8k, Q4 2025 548.6k, Q1 2026 590.8k, Q2 2026 658.4k
+67.6k
+67,600
11.4%
62
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
STX
STX
91,955
$88.8m0.29%
0.29%
Added Shares held: Q3 2025 76.7k, Q4 2025 78.9k, Q1 2026 82.0k, Q2 2026 92.0k
+10.0k
+9,960
12.2%
63
TJX COS INC NEW
COM
TJX
TJX
577,400
$87.5m0.28%
0.28%
Added Shares held: Q3 2025 451.6k, Q4 2025 451.4k, Q1 2026 514.4k, Q2 2026 577.4k
+63.0k
+63,000
12.2%
64
AT&T INC
COM
T
T
4,175,064
$86.4m0.28%
0.28%
Added Shares held: Q3 2025 3.8m, Q4 2025 3.8m, Q1 2026 3.9m, Q2 2026 4.2m
+284.3k
+284,300
7.3%
65
AMERICAN EXPRESS CO
COM
AXP
AXP
251,099
$84.9m0.27%
0.27%
Added Shares held: Q3 2025 225.4k, Q4 2025 226.3k, Q1 2026 234.0k, Q2 2026 251.1k
+17.1k
+17,080
7.3%
66
UNION PAC CORP
COM
UNP
UNP
306,164
$83.3m0.27%
0.27%
Added Shares held: Q3 2025 217.7k, Q4 2025 272.0k, Q1 2026 261.3k, Q2 2026 306.2k
+44.9k
+44,900
17.2%
67
AMGEN INC
COM
AMGN
AMGN
226,396
$82.0m0.26%
0.26%
Added Shares held: Q3 2025 192.0k, Q4 2025 197.9k, Q1 2026 205.9k, Q2 2026 226.4k
+20.5k
+20,520
10.0%
68
CUMMINS INC
COM
CMI
CMI
114,861
$81.9m0.26%
0.26%
Added Shares held: Q3 2025 117.6k, Q4 2025 111.5k, Q1 2026 110.7k, Q2 2026 114.9k
+4.2k
+4,200
3.8%
69
THERMO FISHER SCIENTIFIC INC
COM
TMO
TMO
153,703
$77.1m0.25%
0.25%
Added Shares held: Q3 2025 142.4k, Q4 2025 142.8k, Q1 2026 147.0k, Q2 2026 153.7k
+6.7k
+6,680
4.5%
70
DISNEY WALT CO
COM
DIS
DIS
793,512
$76.9m0.25%
0.25%
Added Shares held: Q3 2025 733.5k, Q4 2025 739.3k, Q1 2026 756.9k, Q2 2026 793.5k
+36.6k
+36,600
4.8%
71
HOWMET AEROSPACE INC
COM
HWM
HWM
284,644
$76.5m0.25%
0.25%
Added Shares held: Q3 2025 291.4k, Q4 2025 284.5k, Q1 2026 267.5k, Q2 2026 284.6k
+17.1k
+17,100
6.4%
72
CROWDSTRIKE HLDGS INC
CL A
CRWD
CRWD
99,790
$76.2m0.25%
0.25%
Added Shares held: Q3 2025 89.5k, Q4 2025 89.9k, Q1 2026 95.3k, Q2 2026 99.8k
+4.5k
+4,520
4.7%
73
SANDISK CORP
COM
SNDK
SNDK
33,080
$75.2m0.24%
0.24%
Added Shares held: Q3 2025 30.3k, Q4 2025 30.6k, Q1 2026 30.9k, Q2 2026 33.1k
+2.2k
+2,180
7.1%
74
PFIZER INC
COM
PFE
PFE
3,111,232
$74.9m0.24%
0.24%
Added Shares held: Q3 2025 3.1m, Q4 2025 3.1m, Q1 2026 3.0m, Q2 2026 3.1m
+127.5k
+127,500
4.3%
75
WELLTOWER INC
COM
WELL
WELL
324,146
$73.6m0.24%
0.24%
Added Shares held: Q3 2025 240.2k, Q4 2025 291.1k, Q1 2026 303.3k, Q2 2026 324.1k
+20.8k
+20,800
6.9%
76
CHUBB LIMITED
COM
CB
CB
215,042
$73.5m0.24%
0.24%
Added Shares held: Q3 2025 145.1k, Q4 2025 190.2k, Q1 2026 197.2k, Q2 2026 215.0k
+17.8k
+17,840
9.1%
77
QUANTA SVCS INC
COM
PWR
PWR
100,340
$72.2m0.23%
0.23%
Added Shares held: Q3 2025 100.3k, Q4 2025 96.1k, Q1 2026 97.4k, Q2 2026 100.3k
+2.9k
+2,920
3.0%
78
BOOKING HOLDINGS INC
COM
BKNG
BKNG
403,625
$71.9m0.23%
0.23%
Added Shares held: Q3 2025 387.8k, Q4 2025 388.6k, Q1 2026 394.8k, Q2 2026 403.6k
+8.8k
+8,800
2.2%
79
SALESFORCE INC
COM
CRM
CRM
422,043
$66.3m0.21%
0.21%
Added Shares held: Q3 2025 385.3k, Q4 2025 385.6k, Q1 2026 390.3k, Q2 2026 422.0k
+31.7k
+31,700
8.1%
80
CAPITAL ONE FINL CORP
COM
COF
COF
329,962
$66.2m0.21%
0.21%
Added Shares held: Q3 2025 304.7k, Q4 2025 307.4k, Q1 2026 316.8k, Q2 2026 330.0k
+13.2k
+13,200
4.2%
81
MCKESSON CORP
COM
MCK
MCK
86,630
$65.5m0.21%
0.21%
Added Shares held: Q3 2025 79.2k, Q4 2025 78.5k, Q1 2026 76.0k, Q2 2026 86.6k
+10.7k
+10,680
14.1%
82
CONOCOPHILLIPS
COM
COP
COP
620,742
$64.5m0.21%
0.21%
Added Shares held: Q3 2025 576.5k, Q4 2025 552.2k, Q1 2026 532.6k, Q2 2026 620.7k
+88.1k
+88,100
16.5%
83
3M CO
COM
MMM
MMM
398,163
$64.5m0.21%
0.21%
Added Shares held: Q3 2025 350.0k, Q4 2025 354.8k, Q1 2026 362.7k, Q2 2026 398.2k
+35.5k
+35,500
9.8%
84
WASTE MGMT INC DEL
COM
WM
WM
283,053
$63.1m0.20%
0.20%
Added Shares held: Q3 2025 199.3k, Q4 2025 236.2k, Q1 2026 237.2k, Q2 2026 283.1k
+45.9k
+45,900
19.4%
85
COMCAST CORP NEW
CL A
CMCSA
CMCSA
2,569,106
$63.1m0.20%
0.20%
Added Shares held: Q3 2025 1.6m, Q4 2025 2.0m, Q1 2026 2.3m, Q2 2026 2.6m
+256.7k
+256,700
11.1%
86
ABBOTT LABS
COM
ABT
ABT
692,199
$62.8m0.20%
0.20%
Reduced Shares held: Q3 2025 711.1k, Q4 2025 686.5k, Q1 2026 709.8k, Q2 2026 692.2k
-17.6k
-17,600
-2.5%
87
CVS HEALTH CORP
COM
CVS
CVS
606,503
$62.7m0.20%
0.20%
Added Shares held: Q3 2025 549.3k, Q4 2025 547.0k, Q1 2026 557.5k, Q2 2026 606.5k
+49.0k
+49,000
8.8%
88
SCHWAB CHARLES CORP
COM
SCHW
SCHW
670,072
$61.8m0.20%
0.20%
Added Shares held: Q3 2025 615.3k, Q4 2025 615.1k, Q1 2026 641.0k, Q2 2026 670.1k
+29.1k
+29,100
4.5%
89
PARKER-HANNIFIN CORP
COM
PH
PH
62,813
$61.4m0.20%
0.20%
Added Shares held: Q3 2025 47.0k, Q4 2025 48.7k, Q1 2026 53.4k, Q2 2026 62.8k
+9.4k
+9,400
17.6%
90
SPOTIFY TECHNOLOGY S A
SHS
SPOT
SPOT
132,620
$60.9m0.20%
0.20%
Reduced Shares held: Q3 2025 133.5k, Q4 2025 134.8k, Q1 2026 135.1k, Q2 2026 132.6k
-2.5k
-2,500
-1.9%
91
VALERO ENERGY CORP
COM
VLO
VLO
225,161
$58.6m0.19%
0.19%
Added Shares held: Q3 2025 230.0k, Q4 2025 214.3k, Q1 2026 218.6k, Q2 2026 225.2k
+6.6k
+6,600
3.0%
92
ADOBE INC
COM
ADBE
ADBE
283,803
$58.2m0.19%
0.19%
Added Shares held: Q3 2025 210.9k, Q4 2025 216.4k, Q1 2026 232.7k, Q2 2026 283.8k
+51.1k
+51,080
21.9%
93
INTUITIVE SURGICAL INC
COM NEW
ISRG
ISRG
144,462
$57.4m0.19%
0.19%
Added Shares held: Q3 2025 128.2k, Q4 2025 128.1k, Q1 2026 132.4k, Q2 2026 144.5k
+12.0k
+12,040
9.1%
94
COLGATE PALMOLIVE CO
COM
CL
CL
619,423
$56.8m0.18%
0.18%
Reduced Shares held: Q3 2025 615.9k, Q4 2025 629.5k, Q1 2026 671.3k, Q2 2026 619.4k
-51.9k
-51,900
-7.7%
95
DELL TECHNOLOGIES INC
CL C
DELL
DELL
129,400
$55.8m0.18%
0.18%
Added Shares held: Q3 2025 122.6k, Q4 2025 123.6k, Q1 2026 126.9k, Q2 2026 129.4k
+2.5k
+2,500
2.0%
96
FORTINET INC
COM
FTNT
FTNT
363,300
$55.8m0.18%
0.18%
Added Shares held: Q3 2025 297.3k, Q4 2025 294.6k, Q1 2026 344.0k, Q2 2026 363.3k
+19.3k
+19,300
5.6%
97
BLACKROCK INC
COM
BLK
BLK
57,855
$55.6m0.18%
0.18%
Added Shares held: Q3 2025 52.9k, Q4 2025 52.9k, Q1 2026 55.1k, Q2 2026 57.9k
+2.8k
+2,780
5.0%
98
S&P GLOBAL INC
COM
SPGI
SPGI
134,898
$54.9m0.18%
0.18%
Added Shares held: Q3 2025 129.1k, Q4 2025 128.4k, Q1 2026 130.9k, Q2 2026 134.9k
+4.0k
+3,960
3.0%
99
NEWMONT CORP
COM
NEM
NEM
587,681
$54.9m0.18%
0.18%
Added Shares held: Q3 2025 560.1k, Q4 2025 567.9k, Q1 2026 556.7k, Q2 2026 587.7k
+31.0k
+31,000
5.6%
100
UBER TECHNOLOGIES INC
COM
UBER
UBER
755,000
$54.5m0.18%
0.18%
Reduced Shares held: Q3 2025 750.6k, Q4 2025 749.4k, Q1 2026 779.3k, Q2 2026 755.0k
-24.3k
-24,300
-3.1%