| 1 | GOOGL | Alphabet, Inc. | 3.21% |
| 2 | AMAT | Applied Materials, Inc. | 3.02% |
| 3 | KLAC | KLA Corporation | 2.97% |
| 4 | LRCX | Lam Research Corporation | 2.50% |
| 5 | MLI | Mueller Industries, Inc. | 2.46% |
| 6 | NVDA | NVIDIA Corporation | 2.35% |
| 7 | BK | The Bank of New York Mellon Corporation | 2.28% |
| 8 | ROST | Ross Stores, Inc. | 2.21% |
| 9 | AXP | American Express Company | 2.19% |
| 10 | BKR | Baker Hughes Company | 2.16% |
| 11 | JPM | JPMorgan Chase & Co. | 2.13% |
| 12 | EBAY | eBay Inc. | 2.08% |
| 13 | PHM | PulteGroup, Inc. | 2.01% |
| 14 | EWBC | East West Bancorp, Inc. | 1.98% |
| 15 | MSFT | Microsoft Corporation | 1.97% |
| 16 | TRV | The Travelers Companies, Inc. | 1.92% |
| 17 | HIG | The Hartford Insurance Group, Inc. | 1.91% |
| 18 | PCAR | PACCAR Inc | 1.90% |
| 19 | EA | Electronic Arts Inc. | 1.88% |
| 20 | CB | Chubb Limited | 1.87% |
| 21 | MPWR | Monolithic Power Systems, Inc. | 1.86% |
| 22 | SNA | Snap-on Incorporated | 1.86% |
| 23 | CTSH | Cognizant Technology Solutions Corporation | 1.85% |
| 24 | RJF | Raymond James Financial, Inc. | 1.85% |
| 25 | META | Meta Platforms, Inc. | 1.84% |
| View RDVI holdings |