ABBOTT LABS COM 002824100 158118 1192 SH SOLE 206 0 986 ABBOTT LABS COM 002824100 778656 5870 SH DFND 1 5870 0 0 ABBVIE INC COM 00287Y109 5896102 28141 SH SOLE 26405 0 1736 ABBVIE INC COM 00287Y109 2129771 10165 SH DFND 1 10165 0 0 ADOBE INC COM 00724F101 1819466 4744 SH SOLE 4744 0 0 ADT INC DEL COM 00090Q103 99422 12214 SH SOLE 2140 0 10074 ADT INC DEL COM 00090Q103 478526 58787 SH DFND 1 58787 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 153305 1411 SH SOLE 727 0 684 ADVANCED DRAIN SYS INC DEL COM 00790R104 431884 3975 SH DFND 1 3975 0 0 ADVANCED MICRO DEVICES INC COM 007903107 614693 5983 SH SOLE 5983 0 0 ALPHABET INC CAP STK CL A 02079K305 3928629 25405 SH SOLE 24612 0 793 ALPHABET INC CAP STK CL A 02079K305 722169 4670 SH DFND 1 4670 0 0 ALPHABET INC CAP STK CL C 02079K107 6372309 40788 SH SOLE 40788 0 0 AMAZON COM INC COM 023135106 10849006 57022 SH SOLE 57022 0 0 AMERICAN EXPRESS CO COM 025816109 4091444 15207 SH SOLE 13909 0 1298 AMERICAN EXPRESS CO COM 025816109 2046394 7606 SH DFND 1 7606 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 96831 2561 SH SOLE 890 0 1671 AMERICAN HOMES 4 RENT CL A 02665T306 368043 9734 SH DFND 1 9734 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1208115 5552 SH SOLE 5552 0 0 AMERIPRISE FINL INC COM 03076C106 1462496 3021 SH SOLE 3021 0 0 AMGEN INC COM 031162100 1256481 4033 SH SOLE 3606 0 427 AMGEN INC COM 031162100 791649 2541 SH DFND 1 2541 0 0 APPLE INC COM 037833100 15274769 68765 SH SOLE 68014 0 751 APPLE INC COM 037833100 974929 4389 SH DFND 1 4389 0 0 APPLIED MATLS INC COM 038222105 2761053 19026 SH SOLE 17801 0 1225 APPLIED MATLS INC COM 038222105 1034125 7126 SH DFND 1 7126 0 0 APPLOVIN CORP COM CL A 03831W108 882880 3332 SH SOLE 3332 0 0 ARCH CAP GROUP LTD ORD G0450A105 163025 1695 SH SOLE 293 0 1402 ARCH CAP GROUP LTD ORD G0450A105 786175 8174 SH DFND 1 8174 0 0 ARISTA NETWORKS INC COM SHS 040413205 784485 10125 SH SOLE 10125 0 0 AT&T INC COM 00206R102 945344 33428 SH SOLE 29614 0 3814 AT&T INC COM 00206R102 629880 22273 SH DFND 1 22273 0 0 BAKER HUGHES COMPANY CL A 05722G100 74803 1702 SH SOLE 294 0 1408 BAKER HUGHES COMPANY CL A 05722G100 360346 8199 SH DFND 1 8199 0 0 BANK AMERICA CORP COM 060505104 2181311 52272 SH SOLE 44650 0 7622 BANK AMERICA CORP COM 060505104 1856609 44491 SH DFND 1 44491 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 278007 522 SH SOLE 90 0 432 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1370328 2573 SH DFND 1 2573 0 0 BLACKROCK INC COM 09290D101 1817242 1920 SH SOLE 1920 0 0 BP PLC SPONSORED ADR 055622104 513709 15203 SH SOLE 15203 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2981313 48882 SH SOLE 41937 0 6945 BRISTOL-MYERS SQUIBB CO COM 110122108 2471925 40530 SH DFND 1 40530 0 0 BROADCOM INC COM 11135F101 6229903 37209 SH SOLE 36495 0 714 BROADCOM INC COM 11135F101 703206 4200 SH DFND 1 4200 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 140807 1127 SH SOLE 194 0 933 BUILDERS FIRSTSOURCE INC COM 12008R107 678799 5433 SH DFND 1 5433 0 0 CATERPILLAR INC COM 149123101 3414090 10352 SH SOLE 9380 0 972 CATERPILLAR INC COM 149123101 1872934 5679 SH DFND 1 5679 0 0 CBRE GROUP INC CL A 12504L109 1669668 12767 SH SOLE 12767 0 0 CENCORA INC COM 03073E105 1070647 3850 SH SOLE 3850 0 0 CENTENE CORP DEL COM 15135B101 99140 1633 SH SOLE 282 0 1351 CENTENE CORP DEL COM 15135B101 478941 7889 SH DFND 1 7889 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 79971 217 SH SOLE 37 0 180 CHARTER COMMUNICATIONS INC N CL A 16119P108 395801 1074 SH DFND 1 1074 0 0 CHEVRON CORP NEW COM 166764100 615460 3679 SH SOLE 3085 0 594 CHEVRON CORP NEW COM 166764100 580162 3468 SH DFND 1 3468 0 0 CHUBB LIMITED COM H1467J104 1229703 4072 SH SOLE 3318 0 754 CHUBB LIMITED COM H1467J104 1328454 4399 SH DFND 1 4399 0 0 THE CIGNA GROUP COM 125523100 1700272 5168 SH SOLE 4219 0 949 THE CIGNA GROUP COM 125523100 1828582 5558 SH DFND 1 5558 0 0 CISCO SYS INC COM 17275R102 2835451 45948 SH SOLE 45948 0 0 CITIGROUP INC COM NEW 172967424 659781 9294 SH SOLE 6944 0 2350 CITIGROUP INC COM NEW 172967424 973202 13709 SH DFND 1 13709 0 0 COCA COLA CO COM 191216100 4364021 60933 SH SOLE 55934 0 4999 COCA COLA CO COM 191216100 2088941 29167 SH DFND 1 29167 0 0 COCA COLA CONS INC COM 191098102 141750 105 SH SOLE 63 0 42 COCA COLA CONS INC COM 191098102 319950 237 SH DFND 1 237 0 0 COLGATE PALMOLIVE CO COM 194162103 1271602 13571 SH SOLE 12103 0 1468 COLGATE PALMOLIVE CO COM 194162103 819406 8745 SH DFND 1 8745 0 0 COMCAST CORP NEW CL A 20030N101 2131012 57751 SH SOLE 51886 0 5865 COMCAST CORP NEW CL A 20030N101 1263936 34253 SH DFND 1 34253 0 0 CONOCOPHILLIPS COM 20825C104 998740 9510 SH SOLE 9510 0 0 COSTCO WHSL CORP NEW COM 22160K105 2232987 2361 SH SOLE 2361 0 0 CRH PLC ORD G25508105 223444 2540 SH SOLE 1109 0 1431 CRH PLC ORD G25508105 735429 8360 SH DFND 1 8360 0 0 CSX CORP COM 126408103 478473 16258 SH SOLE 16258 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 1362107 31241 SH SOLE 29013 0 2228 DELTA AIR LINES INC DEL COM NEW 247361702 566626 12996 SH DFND 1 12996 0 0 DIGITAL RLTY TR INC COM 253868103 532322 3715 SH SOLE 3715 0 0 DISNEY WALT CO COM 254687106 145780 1477 SH SOLE 255 0 1222 DISNEY WALT CO COM 254687106 703139 7124 SH DFND 1 7124 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 472878 3877 SH SOLE 3877 0 0 EATON CORP PLC SHS G29183103 312333 1149 SH SOLE 1149 0 0 EBAY INC. COM 278642103 1146601 16929 SH SOLE 15792 0 1137 EBAY INC. COM 278642103 449118 6631 SH DFND 1 6631 0 0 EMCOR GROUP INC COM 29084Q100 79101 214 SH SOLE 72 0 142 EMCOR GROUP INC COM 29084Q100 302727 819 SH DFND 1 819 0 0 EMERSON ELEC CO COM 291011104 446345 4071 SH SOLE 3545 0 526 EMERSON ELEC CO COM 291011104 334621 3052 SH DFND 1 3052 0 0 EOG RES INC COM 26875P101 813811 6346 SH SOLE 5924 0 422 EOG RES INC COM 26875P101 316881 2471 SH DFND 1 2471 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1009777 6007 SH SOLE 6007 0 0 EXXON MOBIL CORP COM 30231G102 2490156 20938 SH SOLE 16732 0 4206 EXXON MOBIL CORP COM 30231G102 2919613 24549 SH DFND 1 24549 0 0 FEDEX CORP COM 31428X106 143343 588 SH SOLE 102 0 486 FEDEX CORP COM 31428X106 694529 2849 SH DFND 1 2849 0 0 FISERV INC COM 337738108 677506 3068 SH SOLE 3068 0 0 FOX CORP CL A COM 35137L105 97465 1722 SH SOLE 295 0 1427 FOX CORP CL A COM 35137L105 470969 8321 SH DFND 1 8321 0 0 FRANKLIN RESOURCES INC COM 354613101 390044 20262 SH SOLE 20262 0 0 FREEPORT-MCMORAN INC CL B 35671D857 96808 2557 SH SOLE 441 0 2116 FREEPORT-MCMORAN INC CL B 35671D857 466662 12326 SH DFND 1 12326 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1000158 12392 SH SOLE 12392 0 0 GE VERNOVA INC COM 36828A101 100437 329 SH SOLE 57 0 272 GE VERNOVA INC COM 36828A101 483869 1585 SH DFND 1 1585 0 0 GEN DIGITAL INC COM 668771108 83070 3130 SH SOLE 541 0 2589 GEN DIGITAL INC COM 668771108 400409 15087 SH DFND 1 15087 0 0 GILEAD SCIENCES INC COM 375558103 3063223 27338 SH SOLE 23338 0 4000 GILEAD SCIENCES INC COM 375558103 2613790 23327 SH DFND 1 23327 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 440310 806 SH SOLE 139 0 667 GOLDMAN SACHS GROUP INC COM 38141G104 2132170 3903 SH DFND 1 3903 0 0 HALEON PLC SPON ADS 405552100 132762 12902 SH SOLE 12902 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 65547 4248 SH SOLE 732 0 3516 HEWLETT PACKARD ENTERPRISE C COM 42824C109 331714 21498 SH DFND 1 21498 0 0 HOME DEPOT INC COM 437076102 4660287 12716 SH SOLE 12377 0 339 HOME DEPOT INC COM 437076102 722718 1972 SH DFND 1 1972 0 0 HONEYWELL INTL INC COM 438516106 835142 3944 SH SOLE 3944 0 0 HOST HOTELS & RESORTS INC COM 44107P104 90276 6353 SH SOLE 1098 0 5255 HOST HOTELS & RESORTS INC COM 44107P104 444787 31301 SH DFND 1 31301 0 0 HOWARD HUGHES HOLDINGS INC COM 44267T102 240983 3253 SH SOLE 562 0 2691 HOWARD HUGHES HOLDINGS INC COM 44267T102 1161648 15681 SH DFND 1 15681 0 0 HOWMET AEROSPACE INC COM 443201108 1459463 11250 SH SOLE 10061 0 1189 HOWMET AEROSPACE INC COM 443201108 897861 6921 SH DFND 1 6921 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1188595 4780 SH SOLE 4068 0 712 INTERNATIONAL BUSINESS MACHS COM 459200101 1027463 4132 SH DFND 1 4132 0 0 INTERNATIONAL PAPER CO COM 460146103 374784 7025 SH SOLE 7025 0 0 JABIL INC COM 466313103 119197 876 SH SOLE 505 0 371 JABIL INC COM 466313103 295272 2170 SH DFND 1 2170 0 0 JPMORGAN CHASE & CO. COM 46625H100 3363309 13711 SH SOLE 11152 0 2559 JPMORGAN CHASE & CO. COM 46625H100 3674839 14981 SH DFND 1 14981 0 0 KIMBERLY-CLARK CORP COM 494368103 313453 2204 SH SOLE 2204 0 0 LENNAR CORP CL A 526057104 67375 587 SH SOLE 100 0 487 LENNAR CORP CL A 526057104 325287 2834 SH DFND 1 2834 0 0 ELI LILLY & CO COM 532457108 2215917 2683 SH SOLE 2683 0 0 LKQ CORP COM 501889208 99501 2339 SH SOLE 404 0 1935 LKQ CORP COM 501889208 479766 11278 SH DFND 1 11278 0 0 LOCKHEED MARTIN CORP COM 539830109 282767 633 SH SOLE 633 0 0 MERCK & CO INC COM 58933Y105 887637 9889 SH SOLE 9889 0 0 META PLATFORMS INC CL A 30303M102 10217133 17727 SH SOLE 17233 0 494 META PLATFORMS INC CL A 30303M102 1654730 2871 SH DFND 1 2871 0 0 METLIFE INC COM 59156R108 1339478 16683 SH SOLE 16683 0 0 MGM RESORTS INTERNATIONAL COM 552953101 135366 4567 SH SOLE 788 0 3779 MGM RESORTS INTERNATIONAL COM 552953101 654718 22089 SH DFND 1 22089 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 72470 1497 SH SOLE 259 0 1238 MICROCHIP TECHNOLOGY INC. COM 595017104 347487 7178 SH DFND 1 7178 0 0 MICROSOFT CORP COM 594918104 15258477 40647 SH SOLE 40647 0 0 MORGAN STANLEY COM NEW 617446448 426546 3656 SH SOLE 3656 0 0 NETFLIX INC COM 64110L106 3013937 3232 SH SOLE 3232 0 0 NEXTERA ENERGY INC COM 65339F101 1509319 21291 SH SOLE 18648 0 2643 NEXTERA ENERGY INC COM 65339F101 1091352 15395 SH DFND 1 15395 0 0 NRG ENERGY INC COM NEW 629377508 1401926 14686 SH SOLE 11657 0 3029 NRG ENERGY INC COM NEW 629377508 1684296 17644 SH DFND 1 17644 0 0 NVIDIA CORPORATION COM 67066G104 11820898 109069 SH SOLE 109069 0 0 NXP SEMICONDUCTORS N V COM N6596X109 579113 3047 SH SOLE 3047 0 0 OCCIDENTAL PETE CORP COM 674599105 109728 2223 SH SOLE 384 0 1839 OCCIDENTAL PETE CORP COM 674599105 530274 10743 SH DFND 1 10743 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 1284438 33730 SH SOLE 33730 0 0 ONEOK INC NEW COM 682680103 617446 6223 SH SOLE 6223 0 0 ORACLE CORP COM 68389X105 4222681 30203 SH SOLE 30203 0 0 PARKER-HANNIFIN CORP COM 701094104 169591 279 SH SOLE 48 0 231 PARKER-HANNIFIN CORP COM 701094104 837009 1377 SH DFND 1 1377 0 0 PAYCHEX INC COM 704326107 250242 1622 SH SOLE 1622 0 0 PAYPAL HLDGS INC COM 70450Y103 120648 1849 SH SOLE 320 0 1529 PAYPAL HLDGS INC COM 70450Y103 580334 8894 SH DFND 1 8894 0 0 PFIZER INC COM 717081103 103995 4104 SH SOLE 705 0 3399 PFIZER INC COM 717081103 513034 20246 SH DFND 1 20246 0 0 PHILIP MORRIS INTL INC COM 718172109 1386030 8732 SH SOLE 8732 0 0 PILGRIMS PRIDE CORP COM 72147K108 150502 2761 SH SOLE 1508 0 1253 PILGRIMS PRIDE CORP COM 72147K108 406863 7464 SH DFND 1 7464 0 0 PNC FINL SVCS GROUP INC COM 693475105 511315 2909 SH SOLE 2909 0 0 PROGRESSIVE CORP COM 743315103 6229333 22011 SH SOLE 20510 0 1501 PROGRESSIVE CORP COM 743315103 2472941 8738 SH DFND 1 8738 0 0 PULTE GROUP INC COM 745867101 1754282 17065 SH SOLE 17065 0 0 QUALCOMM INC COM 747525103 1623811 10571 SH SOLE 10013 0 558 QUALCOMM INC COM 747525103 512904 3339 SH DFND 1 3339 0 0 RIO TINTO PLC SPONSORED ADR 767204100 211902 3527 SH SOLE 3527 0 0 RTX CORPORATION COM 75513E101 227567 1718 SH SOLE 297 0 1421 RTX CORPORATION COM 75513E101 1091470 8240 SH DFND 1 8240 0 0 SALESFORCE INC COM 79466L302 3780387 14087 SH SOLE 13965 0 122 SALESFORCE INC COM 79466L302 188657 703 SH DFND 1 703 0 0 SCHLUMBERGER LTD COM STK 806857108 54298 1299 SH SOLE 222 0 1077 SCHLUMBERGER LTD COM STK 806857108 261961 6267 SH DFND 1 6267 0 0 SERVICENOW INC COM 81762P102 926707 1164 SH SOLE 1164 0 0 SILGAN HLDGS INC COM 827048109 98764 1932 SH SOLE 682 0 1250 SILGAN HLDGS INC COM 827048109 373994 7316 SH DFND 1 7316 0 0 SOMNIGROUP INTERNATIONAL INC COM 88023U101 565626 9446 SH SOLE 9446 0 0 STEEL DYNAMICS INC COM 858119100 677183 5414 SH SOLE 5414 0 0 SYNCHRONY FINANCIAL COM 87165B103 1437797 27159 SH SOLE 25352 0 1807 SYNCHRONY FINANCIAL COM 87165B103 570005 10767 SH DFND 1 10767 0 0 TARGET CORP COM 87612E106 228340 2188 SH SOLE 2188 0 0 TESLA INC COM 88160R101 3299884 12733 SH SOLE 12733 0 0 KROGER CO COM 501044101 282538 4174 SH SOLE 721 0 3453 KROGER CO COM 501044101 1392316 20569 SH DFND 1 20569 0 0 TJX COS INC NEW COM 872540109 1277438 10488 SH SOLE 9388 0 1100 TJX COS INC NEW COM 872540109 798034 6552 SH DFND 1 6552 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 700633 4585 SH SOLE 4148 0 437 TKO GROUP HOLDINGS INC CL A 87256C101 390430 2555 SH DFND 1 2555 0 0 T-MOBILE US INC COM 872590104 93349 350 SH SOLE 60 0 290 T-MOBILE US INC COM 872590104 452340 1696 SH DFND 1 1696 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 338901 5654 SH SOLE 5654 0 0 TRAVEL PLUS LEISURE CO COM 894164102 248762 5374 SH SOLE 5374 0 0 TRUIST FINL CORP COM 89832Q109 436437 10606 SH SOLE 10606 0 0 UBER TECHNOLOGIES INC COM 90353T100 865140 11874 SH SOLE 11874 0 0 UGI CORP NEW COM 902681105 269653 8154 SH SOLE 3246 0 4908 UGI CORP NEW COM 902681105 952912 28815 SH DFND 1 28815 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3411708 6514 SH SOLE 6181 0 333 UNITEDHEALTH GROUP INC COM 91324P102 1013456 1935 SH DFND 1 1935 0 0 UNITED PARCEL SERVICE INC CL B 911312106 853192 7757 SH SOLE 7757 0 0 US BANCORP DEL COM NEW 902973304 228157 5404 SH SOLE 5404 0 0 US FOODS HLDG CORP COM 912008109 203450 3108 SH SOLE 1148 0 1960 US FOODS HLDG CORP COM 912008109 751219 11476 SH DFND 1 11476 0 0 VALERO ENERGY CORP COM 91913Y100 260178 1970 SH SOLE 1558 0 412 VALERO ENERGY CORP COM 91913Y100 315779 2391 SH DFND 1 2391 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 419308 9244 SH SOLE 7228 0 2016 VERIZON COMMUNICATIONS INC COM 92343V104 533796 11768 SH DFND 1 11768 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 601662 1241 SH SOLE 1241 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 525833 7283 SH SOLE 7283 0 0 VICI PPTYS INC COM 925652109 409316 12548 SH SOLE 2201 0 10347 VICI PPTYS INC COM 925652109 2010664 61639 SH DFND 1 61639 0 0 VISA INC COM CL A 92826C839 7276601 20763 SH SOLE 20763 0 0 WELLS FARGO CO NEW COM 949746101 239276 3333 SH SOLE 575 0 2758 WELLS FARGO CO NEW COM 949746101 1159265 16148 SH DFND 1 16148 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 199105 2699 SH SOLE 466 0 2233 ZOOM COMMUNICATIONS INC CL A 98980L101 960412 13019 SH DFND 1 13019 0 0