Congressional stock trades · Member
Lucy McBath
Representative · GA-6 · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 7 annual reports are below.
Current committees: House Committee on Education and Workforce; House Committee on the Judiciary.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
548 assets with a value on the report filed 2026-09-11, 517 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Bank of America | Other | Joint | $1,001 - $15,000 |
| Cash Account | Other | Spouse | $1,001 - $15,000 |
| Delta Community Credit Union Savings Account | Other | Member | $1,001 - $15,000 |
| Delta Community Credit Union Savings Account | Other | Spouse | $15,001 - $50,000 |
| Farm Property | Other | Spouse | $250,001 - $500,000 |
| Lincoln Benefit Whole Life Insurance | Other | Spouse | $50,001 - $100,000 |
| Residential Rental Property | Other | Spouse | $100,001 - $250,000 |
| Cash | Other | Spouse | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Spouse | $1,001 - $15,000 |
| DALDelta Air Lines, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| HDHome Depot, Inc. | Stock | Spouse | $250,001 - $500,000 |
| ABTAbbott Laboratories Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ABBVAbbVie Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| ADBEAdobe Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AMDAdvanced Micro Devices, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ALLAllstate Corporation | Stock | Spouse | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Spouse | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $15,001 - $50,000 |
| MOAltria Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| AMCRAmcor plc Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| AEPAmerican Electric Power Company, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AXPAmerican Express Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AIGAmerican International Group, Inc. New Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AMTAmerican Tower Corporation | Stock | Spouse | $1,001 - $15,000 |
| AMPAmeriprise Financial, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AMEAMETEK, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMGNAmgen Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| APHAmphenol Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| AMATApplied Materials, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| APPApplovin Corporation - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ANETArista Networks, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Spouse | $1,001 - $15,000 |
| ADSKAutodesk, Inc. - Common Stock | Stock | Spouse | $1 - $1,000 |
| ADPAutomatic Data Processing, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BACBank of America Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BDXBecton, Dickinson and Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BIIBBiogen Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BLKBlackRock, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BXBlackstone Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BABoeing Company | Stock | Spouse | $1,001 - $15,000 |
| BKNGBooking Holdings Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BSXBoston Scientific Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BMYBristol-Myers Squibb Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| CDNSCadence Design Systems, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| COFCapital One Financial Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CATCaterpillar, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SCHWCharles Schwab Corporation | Stock | Spouse | $1,001 - $15,000 |
| LNGCheniere Energy, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CVXChevron Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CMGChipotle Mexican Grill, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CBChubb Limited Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CTASCintas Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CCitigroup, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CFGCitizens Financial Group, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CMECME Group Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Spouse | $1,001 - $15,000 |
| COPConocoPhillips Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CEGConstellation Energy Corporation - Common Stock When- Issued | Stock | Spouse | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CCICrown Castle Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CSXCSX Corporation | Stock | Spouse | $1,001 - $15,000 |
| CMICummins Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CVSCVS Health Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DHID.R. Horton, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DHRDanaher Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DEDeere & Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DALDelta Air Lines, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DLRDigital Realty Trust, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DASHDoorDash, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DOWDow Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DUKDuke Energy Corporation | Stock | Spouse | $1,001 - $15,000 |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| EBAYeBay Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ELVElevance Health, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LLYEli Lilly and Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| EMREmerson Electric Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| EOGEOG Resources, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| EQIXEquinix, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| EQHEquitable Holdings, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| EXCExelon Corporation | Stock | Spouse | $1,001 - $15,000 |
| EXPDExpeditors International of Washington, Inc. | Stock | Spouse | $1,001 - $15,000 |
| XOMExxonMobil Holdings Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| FICOFair Isaac Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| FDXFedEx Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Fidelity Cash Reserves | Fund | Spouse | $1,001 - $15,000 |
| FEFirstEnergy Corp. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GRMNGarmin Ltd. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GE Aerospace Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GEVGE Vernova Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GMGeneral Motors Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GILDGilead Sciences, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GSGoldman Sachs Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Spouse | $1,001 - $15,000 |
| INTCIntel Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| INTUIntuit Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ISRGIntuitive Surgical, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson Common Stock | Stock | Spouse | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KLACKLA Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LRCXLam Research Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LINLinde plc - Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| LMTLockheed Martin Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MPCMarathon Petroleum Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MAMastercard Incorporated Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MCDMcDonald's Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MCKMcKesson Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Spouse | $15,001 - $50,000 |
| MUMicron Technology, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| MCOMoody's Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MSCIMSCI Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NFLXNetflix, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NEMNewmont Corporation | Stock | Spouse | $1,001 - $15,000 |
| NEENextEra Energy, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NSCNorfolk Southern Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NUENucor Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Spouse | $50,001 - $100,000 |
| NXPINXP Semiconductors N.V. - Common Stock | Stock | Spouse | None |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| OKTAOkta, Inc. - Class A Common Stock | Stock | Spouse | None |
| ORCLOracle Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PCARPACCAR Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PLTRPalantir Technologies Inc. Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PANWPalo Alto Networks, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PHParker-Hannifin Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PFEPfizer, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PMPhilip Morris International Inc Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PPLPPL Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PFGPrincipal Financial Group Inc | Stock | Spouse | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Spouse | $1,001 - $15,000 |
| PGRProgressive Corporation | Stock | Spouse | $1,001 - $15,000 |
| PGRProgressive Corporation | Stock | Spouse | $1,001 - $15,000 |
| PLDPrologis, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| RSGRepublic Services, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| RMDResMed Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ROPRoper Technologies, Inc. | Stock | Spouse | None |
| RTXRTX Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SPGIS&P Global Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CRMSalesforce, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NOWServiceNow, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SPGSimon Property Group, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SOSouthern Company | Stock | Spouse | $1,001 - $15,000 |
| SYKStryker Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SYFSynchrony Financial Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SNPSSynopsys, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TMUST-Mobile US, Inc. | Stock | Spouse | $1,001 - $15,000 |
| TELTE Connectivity plc Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| TSLATesla, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| TXNTexas Instruments Incorporated - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CIThe Cigna Group Common Stock | Stock | Spouse | $1,001 - $15,000 |
| HIGThe Hartford Insurance Group, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Spouse | $1,001 - $15,000 |
| TDGTransdigm Group Incorporated Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TFCTruist Financial Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| USBU.S. Bancorp Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UBERUber Technologies, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UNPUnion Pacific Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VZVerizon Communications Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VRTXVertex Pharmaceuticals Incorporated - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| WMTWalmart Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | $1,001 - $15,000 |
| WBDWarner Bros. Discovery, Inc. - Series A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WMWaste Management, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WFCWells Fargo & Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WELLWelltower Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WABWestinghouse Air Brake Technologies Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WMBWilliams Companies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| YUMYum! Brands, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Cambiar Aggressive Value ETF | Fund | Spouse | None |
| XOMExxonMobil Holdings Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Fidelity Contra Fund | Fund | Spouse | $15,001 - $50,000 |
| Fidelity Small Cap Discovery Fund | Fund | Spouse | None |
| ACNAccenture plc Class A Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| ADBEAdobe Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AMDAdvanced Micro Devices, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ALNYAlnylam Pharmaceuticals, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Spouse | $50,001 - $100,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $15,001 - $50,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Spouse | $100,001 - $250,000 |
| APHAmphenol Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| NLYAnnaly Capital Management Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| APOApollo Global Management, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $50,001 - $100,000 |
| APPApplovin Corporation - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ARESAres Management Corporation Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ANETArista Networks, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AJGArthur J. Gallagher & Co. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ASMLASML Holding N.V. - New York Registry Shares | Stock | Spouse | $1,001 - $15,000 |
| ALABAstera Labs, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AZNAstraZeneca PLC - American Depositary Shares | Stock | Spouse | $1,001 - $15,000 |
| AZOAutoZone, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BACBank of America Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| BAXBaxter International Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Spouse | $15,001 - $50,000 |
| BIIBBiogen Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BJBJ's Wholesale Club Holdings, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BLKBlackRock, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BABoeing Company | Stock | Spouse | $15,001 - $50,000 |
| BKNGBooking Holdings Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BSXBoston Scientific Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| EATBrinker International, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Stock | Spouse | $1,001 - $15,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Spouse | $50,001 - $100,000 |
| BROBrown & Brown, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BF.BBrown Forman Inc Class B Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BRKRBruker Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CHRWC.H. Robinson Worldwide, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CDNSCadence Design Systems, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CNQCanadian Natural Resources Limited Common Stock | Stock | Spouse | $1,001 - $15,000 |
| COFCapital One Financial Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CPRICapri Holdings Limited Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| CAHCardinal Health, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CVNACarvana Co. Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CLSCelestica, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CORCencora, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CFCF Industries Holdings, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CMGChipotle Mexican Grill, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CTASCintas Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| CMECME Group Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Spouse | $1,001 - $15,000 |
| CLColgate-Palmolive Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| COMPCompass, Inc. Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| COPConocoPhillips Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CEGConstellation Energy Corporation - Common Stock When- Issued | Stock | Spouse | $1,001 - $15,000 |
| CTVACorteva, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CRHCRH PLC Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| CCICrown Castle Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CCKCrown Holdings, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CMICummins Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CVSCVS Health Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DHRDanaher Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DEDeere & Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DEODiageo plc Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DKNGDraftKings Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| LLYEli Lilly and Company Common Stock | Stock | Spouse | $15,001 - $50,000 |
| EMREmerson Electric Company Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ELEstee Lauder Companies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ESEversource Energy | Stock | Spouse | $1,001 - $15,000 |
| EXLSExlService Holdings, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| XOMExxonMobil Holdings Corporation Common Stock | Stock | Spouse | $50,001 - $100,000 |
| FDXFedEx Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| FERGFerguson Enterprises Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Fidelity Government Cash Reserves | Other | Spouse | $15,001 - $50,000 |
| FNFFidelity National Financial, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| FIRST QUANTUM MINERALS | Stock | Spouse | $1,001 - $15,000 |
| FSLRFirst Solar, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| FTAIFTAI Aviation Ltd. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GE Aerospace Common Stock | Stock | Spouse | $15,001 - $50,000 |
| GEVGE Vernova Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| GENGen Digital Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GILDGilead Sciences, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GDDYGoDaddy Inc. Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GSKGSK plc American Depositary Shares | Stock | Spouse | $15,001 - $50,000 |
| HRBH&R Block, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| HLNHaleon plc American Depositary Shares | Stock | Spouse | $1,001 - $15,000 |
| HCAHCA Healthcare, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| HEI.AHeico Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| HLTHilton Worldwide Holdings Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| HUMHumana Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| IMOImperial Oil Limited Common Stock | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson Common Stock | Stock | Spouse | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KVUEKenvue Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KDPKeurig Dr Pepper Inc. | Stock | Spouse | $15,001 - $50,000 |
| KKRKKR & Co. Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KLACKLA Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KNXKnight-Swift Transportation Holdings Inc. | Stock | Spouse | $1,001 - $15,000 |
| KRKroger Company | Stock | Spouse | $1,001 - $15,000 |
| LHXL3Harris Technologies, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LRCXLam Research Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LDOSLeidos Holdings, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LENLennar Corporation Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LINLinde plc - Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| LMTLockheed Martin Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LULUlululemon athletica inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LITELumentum Holdings Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | Stock | Spouse | $1,001 - $15,000 |
| MTBM&T Bank Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MARMarriott International - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MRSHMarsh & McLennan Companies, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| MLMMartin Marietta Materials, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MRVLMarvell Technology, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MAMastercard Incorporated Common Stock | Stock | Spouse | $15,001 - $50,000 |
| MMSMaximus, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MKCMcCormick & Company, Incorporated Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MCKMcKesson Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Spouse | $50,001 - $100,000 |
| MUMicron Technology, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $100,001 - $250,000 |
| MHKMohawk Industries, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MDLZMondelez International, Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MPWRMonolithic Power Systems, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MCOMoody's Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MSMorgan Stanley Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MOSMosaic Company | Stock | Spouse | $1,001 - $15,000 |
| MSIMotorola Solutions, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MUSAMurphy USA Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NGGNational Grid Transco, PLC National Grid PLC | Stock | Spouse | $1,001 - $15,000 |
| NFLXNetflix, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| NEMNewmont Corporation | Stock | Spouse | $1,001 - $15,000 |
| NKENike, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NTRSNorthern Trust Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NOCNorthrop Grumman Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NTRNutrien Ltd. Common Shares | Stock | Spouse | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Spouse | $100,001 - $250,000 |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ORCLOracle Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Pacific Gas & Electric Co. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PLTRPalantir Technologies Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PYPLPayPal Holdings, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PNRPentair plc. Ordinary Share | Stock | Spouse | $1,001 - $15,000 |
| PERNOD RICARD S A SP/ADR | Stock | Spouse | $1,001 - $15,000 |
| PMPhilip Morris International Inc Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Spouse | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Spouse | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PWRQuanta Services, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| RRXRegal Rexnord Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| RSGRepublic Services, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| RHRH Common Stock | Stock | Spouse | $1,001 - $15,000 |
| HOODRobinhood Markets, Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| RBLXRoblox Corporation Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ROLRollins, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| ROSTRoss Stores, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SPGIS&P Global Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CRMSalesforce, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SAPSAP SE ADS | Stock | Spouse | $1,001 - $15,000 |
| NOWServiceNow, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SNSharkNinja, Inc. Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| SHELShell PLC American Depositary Shares | Stock | Spouse | $15,001 - $50,000 |
| SHOPShopify Inc. - Class A Subordinate Voting Shares | Stock | Spouse | $1,001 - $15,000 |
| SNAPSnap Inc. Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SNOWSnowflake Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SGISomnigroup International Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SOSouthern Company | Stock | Spouse | $1,001 - $15,000 |
| SFMSprouts Farmers Market, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SBUXStarbucks Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SNPSSynopsys, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Spouse | $15,001 - $50,000 |
| TGTTarget Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TSLATesla, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TXTTextron Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BNYThe Bank of New York Mellon Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CIThe Cigna Group Common Stock | Stock | Spouse | $15,001 - $50,000 |
| HIGThe Hartford Insurance Group, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TRVThe Travelers Companies, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| TOLToll Brothers, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TopBuild Corp. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Spouse | $1,001 - $15,000 |
| TDGTransdigm Group Incorporated Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TWLOTwilio Inc. Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TYLTyler Technologies, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| USBU.S. Bancorp Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UBERUber Technologies, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UCB SA UNSP/ADR | Stock | Spouse | $1,001 - $15,000 |
| ULTAUlta Beauty, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UALUnited Airlines Holdings, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UPSUnited Parcel Service, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Spouse | $1,001 - $15,000 |
| USFDUS Foods Holding Corp. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VRSKVerisk Analytics, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VRTVertiv Holdings, LLC Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $15,001 - $50,000 |
| VMCVulcan Materials Company | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | $1,001 - $15,000 |
| WMGWarner Music Group Corp. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WCNWaste Connections, Inc. Common Shares | Stock | Spouse | $1,001 - $15,000 |
| WFCWells Fargo & Company Common Stock | Stock | Spouse | $15,001 - $50,000 |
| WELLWelltower Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WERNWerner Enterprises, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WDCWestern Digital Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WABWestinghouse Air Brake Technologies Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| WTWWillis Towers Watson Public Limited Company - Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| WINGWingstop Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Fidelity Extended Market Index Fund | Fund | Spouse | $1,001 - $15,000 |
| Fidelity International Index Fund | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Total Market Index Fund | Fund | Spouse | $15,001 - $50,000 |
| Fidelity U.S. Bond Index Fund | Fund | Spouse | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Member | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Member | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| DOXAmdocs Limited - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| APHAmphenol Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| NLYAnnaly Capital Management Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| APOApollo Global Management, Inc. | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| APPApplovin Corporation - Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| ARESAres Management Corporation Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| ANETArista Networks, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| AJGArthur J. Gallagher & Co. Common Stock | Stock | Member | $1,001 - $15,000 |
| AZNAstraZeneca PLC - American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| AZOAutoZone, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| BACBank of America Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Member | $1,001 - $15,000 |
| BLKBlackRock, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| BABoeing Company | Stock | Member | $1,001 - $15,000 |
| BSXBoston Scientific Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Stock | Member | $1,001 - $15,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| BROBrown & Brown, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| BF.BBrown Forman Inc Class B Common Stock | Stock | Member | $1,001 - $15,000 |
| CHRWC.H. Robinson Worldwide, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| CDNSCadence Design Systems, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| COFCapital One Financial Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| CAHCardinal Health, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| CORCencora, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| CTASCintas Corporation - Common Stock | Stock | Member | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| CMECME Group Inc. - Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Member | $1,001 - $15,000 |
| CTSHCognizant Technology Solutions Corporation - Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| COPConocoPhillips Common Stock | Stock | Member | $1,001 - $15,000 |
| CEGConstellation Energy Corporation - Common Stock When- Issued | Stock | Member | $1,001 - $15,000 |
| CONSTELLATION SFTWRE INC | Stock | Member | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Member | $1,001 - $15,000 |
| CRHCRH PLC Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| CCKCrown Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| CMICummins Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| CVSCVS Health Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| DEDeere & Company Common Stock | Stock | Member | $1,001 - $15,000 |
| DEODiageo plc Common Stock | Stock | Member | $1,001 - $15,000 |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| LLYEli Lilly and Company Common Stock | Stock | Member | $1,001 - $15,000 |
| ESEversource Energy | Stock | Member | $1,001 - $15,000 |
| XOMExxonMobil Holdings Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| FDXFedEx Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| FERGFerguson Enterprises Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| Fidelity Government Cash Reserves | Other | Member | $1,001 - $15,000 |
| FIRST QUANTUM MINERALS | Stock | Member | $1,001 - $15,000 |
| GE Aerospace Common Stock | Stock | Member | $1,001 - $15,000 |
| GEVGE Vernova Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| GENGen Digital Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| GILDGilead Sciences, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| GSKGSK plc American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| HRBH&R Block, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| HLNHaleon plc American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| HCAHCA Healthcare, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| HEI.AHeico Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| HLTHilton Worldwide Holdings Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| IMOImperial Oil Limited Common Stock | Stock | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson Common Stock | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Member | $1,001 - $15,000 |
| KVUEKenvue Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| KDPKeurig Dr Pepper Inc. | Stock | Member | $1,001 - $15,000 |
| KKRKKR & Co. Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| KLACKLA Corporation - Common Stock | Stock | Member | $1,001 - $15,000 |
| KNXKnight-Swift Transportation Holdings Inc. | Stock | Member | $1,001 - $15,000 |
| LHXL3Harris Technologies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| LRCXLam Research Corporation - Common Stock | Stock | Member | $1,001 - $15,000 |
| LINLinde plc - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| LMTLockheed Martin Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| LULUlululemon athletica inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| MTBM&T Bank Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| MARMarriott International - Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| MRSHMarsh & McLennan Companies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| MLMMartin Marietta Materials, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| MRVLMarvell Technology, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| MAMastercard Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| MCKMcKesson Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Member | $15,001 - $50,000 |
| MUMicron Technology, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Member | $15,001 - $50,000 |
| MDLZMondelez International, Inc. - Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| MCOMoody's Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| MSMorgan Stanley Common Stock | Stock | Member | $1,001 - $15,000 |
| MSIMotorola Solutions, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| NGGNational Grid Transco, PLC National Grid PLC | Stock | Member | $1,001 - $15,000 |
| NFLXNetflix, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| NEMNewmont Corporation | Stock | Member | $1,001 - $15,000 |
| NTRSNorthern Trust Corporation - Common Stock | Stock | Member | $1,001 - $15,000 |
| NTRNutrien Ltd. Common Shares | Stock | Member | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Member | $15,001 - $50,000 |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| Pacific Gas & Electric Co. Common Stock | Stock | Member | $1,001 - $15,000 |
| PNRPentair plc. Ordinary Share | Stock | Member | $1,001 - $15,000 |
| PMPhilip Morris International Inc Common Stock | Stock | Member | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Member | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Member | $1,001 - $15,000 |
| PWRQuanta Services, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| RRXRegal Rexnord Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| RSGRepublic Services, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| ROLRollins, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| ROSTRoss Stores, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| SPGIS&P Global Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| CRMSalesforce, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| SAPSAP SE ADS | Stock | Member | $1,001 - $15,000 |
| SHELShell PLC American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| SOSouthern Company | Stock | Member | $1,001 - $15,000 |
| SBUXStarbucks Corporation - Common Stock | Stock | Member | $1,001 - $15,000 |
| SNPSSynopsys, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Member | $1,001 - $15,000 |
| TGTTarget Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| TSLATesla, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| CIThe Cigna Group Common Stock | Stock | Member | $1,001 - $15,000 |
| HIGThe Hartford Insurance Group, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| TRVThe Travelers Companies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc Common Stock | Stock | Member | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Member | $1,001 - $15,000 |
| TDGTransdigm Group Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| TYLTyler Technologies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| USBU.S. Bancorp Common Stock | Stock | Member | $1,001 - $15,000 |
| UCB SA UNSP/ADR | Stock | Member | $1,001 - $15,000 |
| ULTAUlta Beauty, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| UPSUnited Parcel Service, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| USFDUS Foods Holding Corp. Common Stock | Stock | Member | $1,001 - $15,000 |
| VRSKVerisk Analytics, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| VVisa Inc. | Stock | Member | $1,001 - $15,000 |
| VMCVulcan Materials Company | Stock | Member | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Member | $1,001 - $15,000 |
| WCNWaste Connections, Inc. Common Shares | Stock | Member | $1,001 - $15,000 |
| WFCWells Fargo & Company Common Stock | Stock | Member | $1,001 - $15,000 |
| WABWestinghouse Air Brake Technologies Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| WTWWillis Towers Watson Public Limited Company - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.