ABBOTT LABS COM 002824100 152826 1141 SH SOLE 172 0 969 ABBOTT LABS COM 002824100 723276 5400 SH DFND 1 5400 0 0 ABBVIE INC COM 00287Y109 3530522 15248 SH SOLE 15248 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1870461 7585 SH SOLE 7585 0 0 ADOBE INC COM 00724F101 3498927 9919 SH SOLE 9919 0 0 ADT INC DEL COM 00090Q103 131669 15117 SH SOLE 2273 0 12844 ADT INC DEL COM 00090Q103 623793 71618 SH DFND 1 71618 0 0 AGCO CORP COM 001084102 121096 1131 SH SOLE 511 0 620 AGCO CORP COM 001084102 370141 3457 SH DFND 1 3457 0 0 ALPHABET INC CAP STK CL A 02079K305 8920797 36696 SH SOLE 34296 0 2400 ALPHABET INC CAP STK CL A 02079K305 3249761 13368 SH DFND 1 13368 0 0 ALPHABET INC CAP STK CL C 02079K107 5117229 21011 SH SOLE 21011 0 0 AMAZON COM INC COM 023135106 12300750 56022 SH SOLE 54433 0 1589 AMAZON COM INC COM 023135106 1944073 8854 SH DFND 1 8854 0 0 AMERICAN EXPRESS CO COM 025816109 4102176 12350 SH SOLE 11478 0 872 AMERICAN EXPRESS CO COM 025816109 1614962 4862 SH DFND 1 4862 0 0 AMERICAN TOWER CORP NEW COM 03027X100 464068 2413 SH SOLE 2413 0 0 AMERIPRISE FINL INC COM 03076C106 1030151 2097 SH SOLE 2097 0 0 AMGEN INC COM 031162100 2104365 7457 SH SOLE 7037 0 420 AMGEN INC COM 031162100 660066 2339 SH DFND 1 2339 0 0 APPLE INC COM 037833100 15547453 61059 SH SOLE 61059 0 0 APPLIED MATLS INC COM 038222105 2486977 12147 SH SOLE 11233 0 914 APPLIED MATLS INC COM 038222105 1042331 5091 SH DFND 1 5091 0 0 APPLOVIN CORP COM CL A 03831W108 2182206 3037 SH SOLE 3037 0 0 APTIV PLC COM SHS G3265R107 109154 1266 SH SOLE 191 0 1075 APTIV PLC COM SHS G3265R107 516372 5989 SH DFND 1 5989 0 0 ARCH CAP GROUP LTD ORD G0450A105 147345 1624 SH SOLE 245 0 1379 ARCH CAP GROUP LTD ORD G0450A105 696716 7679 SH DFND 1 7679 0 0 ARISTA NETWORKS INC COM SHS 040413205 4293782 29468 SH SOLE 29468 0 0 AT&T INC COM 00206R102 2413644 85469 SH SOLE 80748 0 4721 AT&T INC COM 00206R102 742938 26308 SH DFND 1 26308 0 0 BAKER HUGHES COMPANY CL A 05722G100 79413 1630 SH SOLE 246 0 1384 BAKER HUGHES COMPANY CL A 05722G100 375729 7712 SH DFND 1 7712 0 0 BANK AMERICA CORP COM 060505104 2718122 52687 SH SOLE 45207 0 7480 BANK AMERICA CORP COM 060505104 2151303 41700 SH DFND 1 41700 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 283043 563 SH SOLE 85 0 478 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1339299 2664 SH DFND 1 2664 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 111154 1192 SH SOLE 179 0 1013 BJS WHSL CLUB HLDGS INC COM 05550J101 526116 5642 SH DFND 1 5642 0 0 BLACKROCK INC COM 09290D101 2260622 1939 SH SOLE 1939 0 0 BOEING CO COM 097023105 920730 4266 SH SOLE 3580 0 686 BOEING CO COM 097023105 824471 3820 SH DFND 1 3820 0 0 BORGWARNER INC COM 099724106 58204 1324 SH SOLE 200 0 1124 BORGWARNER INC COM 099724106 275321 6263 SH DFND 1 6263 0 0 BP PLC SPONSORED ADR 055622104 507010 14713 SH SOLE 14713 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2170572 48128 SH SOLE 42067 0 6061 BRISTOL-MYERS SQUIBB CO COM 110122108 1523704 33785 SH DFND 1 33785 0 0 BROADCOM INC COM 11135F101 12083614 36627 SH SOLE 35634 0 993 BROADCOM INC COM 11135F101 1825062 5532 SH DFND 1 5532 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 57594 475 SH SOLE 71 0 404 BUILDERS FIRSTSOURCE INC COM 12008R107 272934 2251 SH DFND 1 2251 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 109494 827 SH SOLE 125 0 702 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 517552 3909 SH DFND 1 3909 0 0 CACI INTL INC CL A 127190304 122700 246 SH SOLE 38 0 208 CACI INTL INC CL A 127190304 576590 1156 SH DFND 1 1156 0 0 CATERPILLAR INC COM 149123101 4145002 8687 SH SOLE 8078 0 609 CATERPILLAR INC COM 149123101 1620401 3396 SH DFND 1 3396 0 0 CBRE GROUP INC CL A 12504L109 1469089 9324 SH SOLE 9324 0 0 CENCORA INC COM 03073E105 597557 1912 SH SOLE 1912 0 0 CHEVRON CORP NEW COM 166764100 553609 3565 SH SOLE 2980 0 585 CHEVRON CORP NEW COM 166764100 505314 3254 SH DFND 1 3254 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 640090 16333 SH SOLE 16333 0 0 CHUBB LIMITED COM H1467J104 992673 3517 SH SOLE 3269 0 248 CHUBB LIMITED COM H1467J104 388376 1376 SH DFND 1 1376 0 0 THE CIGNA GROUP COM 125523100 1511872 5245 SH SOLE 4269 0 976 THE CIGNA GROUP COM 125523100 1567504 5438 SH DFND 1 5438 0 0 CISCO SYS INC COM 17275R102 3176056 46420 SH SOLE 46420 0 0 CITIGROUP INC COM NEW 172967424 829154 8169 SH SOLE 6583 0 1586 CITIGROUP INC COM NEW 172967424 896752 8835 SH DFND 1 8835 0 0 COCA COLA CO COM 191216100 4061304 61238 SH SOLE 59166 0 2072 COCA COLA CO COM 191216100 765200 11538 SH DFND 1 11538 0 0 COLGATE PALMOLIVE CO COM 194162103 1003487 12553 SH SOLE 12553 0 0 COMCAST CORP NEW CL A 20030N101 1872820 59606 SH SOLE 52548 0 7058 COMCAST CORP NEW CL A 20030N101 1236283 39347 SH DFND 1 39347 0 0 CONOCOPHILLIPS COM 20825C104 915915 9683 SH SOLE 9683 0 0 COSTCO WHSL CORP NEW COM 22160K105 2356654 2546 SH SOLE 2546 0 0 CRH PLC ORD G25508105 177332 1479 SH SOLE 643 0 836 CRH PLC ORD G25508105 557775 4652 SH DFND 1 4652 0 0 CSX CORP COM 126408103 588010 16559 SH SOLE 16559 0 0 D R HORTON INC COM 23331A109 88971 525 SH SOLE 79 0 446 D R HORTON INC COM 23331A109 420625 2482 SH DFND 1 2482 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 1767195 31140 SH SOLE 29448 0 1692 DELTA AIR LINES INC DEL COM NEW 247361702 534528 9419 SH DFND 1 9419 0 0 DIGITAL RLTY TR INC COM 253868103 201578 1166 SH SOLE 1166 0 0 DISNEY WALT CO COM 254687106 169804 1483 SH SOLE 224 0 1259 DISNEY WALT CO COM 254687106 802416 7008 SH DFND 1 7008 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 466661 3771 SH SOLE 3771 0 0 EATON CORP PLC SHS G29183103 390343 1043 SH SOLE 1043 0 0 EBAY INC. COM 278642103 1604631 17643 SH SOLE 16142 0 1501 EBAY INC. COM 278642103 760160 8358 SH DFND 1 8358 0 0 EMCOR GROUP INC COM 29084Q100 144848 223 SH SOLE 82 0 141 EMCOR GROUP INC COM 29084Q100 507940 782 SH DFND 1 782 0 0 EMERSON ELEC CO COM 291011104 437616 3336 SH SOLE 3336 0 0 EOG RES INC COM 26875P101 876442 7817 SH SOLE 7401 0 416 EOG RES INC COM 26875P101 259221 2312 SH DFND 1 2312 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1717695 8036 SH SOLE 8036 0 0 EXXON MOBIL CORP COM 30231G102 2568558 22781 SH SOLE 20098 0 2683 EXXON MOBIL CORP COM 30231G102 1685500 14949 SH DFND 1 14949 0 0 FLEX LTD ORD Y2573F102 209098 3607 SH SOLE 2224 0 1383 FLEX LTD ORD Y2573F102 446427 7701 SH DFND 1 7701 0 0 FORTINET INC COM 34959E109 482619 5740 SH SOLE 5740 0 0 FRANKLIN RESOURCES INC COM 354613101 456517 19737 SH SOLE 19737 0 0 FREEPORT-MCMORAN INC CL B 35671D857 217357 5542 SH SOLE 834 0 4708 FREEPORT-MCMORAN INC CL B 35671D857 1029172 26241 SH DFND 1 26241 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 160639 2139 SH SOLE 323 0 1816 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 759486 10113 SH DFND 1 10113 0 0 GEN DIGITAL INC COM 668771108 85028 2995 SH SOLE 451 0 2544 GEN DIGITAL INC COM 668771108 402258 14169 SH DFND 1 14169 0 0 GENERAC HLDGS INC COM 368736104 105128 628 SH SOLE 95 0 533 GENERAC HLDGS INC COM 368736104 496508 2966 SH DFND 1 2966 0 0 GENPACT LIMITED SHS G3922B107 92996 2220 SH SOLE 933 0 1287 GENPACT LIMITED SHS G3922B107 299974 7161 SH DFND 1 7161 0 0 GILEAD SCIENCES INC COM 375558103 3855696 34736 SH SOLE 30808 0 3928 GILEAD SCIENCES INC COM 375558103 2429568 21888 SH DFND 1 21888 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 616375 774 SH SOLE 117 0 657 GOLDMAN SACHS GROUP INC COM 38141G104 2910659 3655 SH DFND 1 3655 0 0 HOME DEPOT INC COM 437076102 2914532 7193 SH SOLE 7193 0 0 HONEYWELL INTL INC COM 438516106 846210 4020 SH SOLE 4020 0 0 HOST HOTELS & RESORTS INC COM 44107P104 103329 6071 SH SOLE 912 0 5159 HOST HOTELS & RESORTS INC COM 44107P104 489410 28755 SH DFND 1 28755 0 0 HOWARD HUGHES HOLDINGS INC COM 44267T102 137224 1670 SH SOLE 252 0 1418 HOWARD HUGHES HOLDINGS INC COM 44267T102 648568 7893 SH DFND 1 7893 0 0 HOWMET AEROSPACE INC COM 443201108 1405988 7165 SH SOLE 6380 0 785 HOWMET AEROSPACE INC COM 443201108 857721 4371 SH DFND 1 4371 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1311761 4649 SH SOLE 3948 0 701 INTERNATIONAL BUSINESS MACHS COM 459200101 1101553 3904 SH DFND 1 3904 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 195626 2843 SH SOLE 1623 0 1220 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 467358 6792 SH DFND 1 6792 0 0 INTERNATIONAL PAPER CO COM 460146103 317237 6837 SH SOLE 6837 0 0 JABIL INC COM 466313103 1271531 5855 SH SOLE 5490 0 365 JABIL INC COM 466313103 441289 2032 SH DFND 1 2032 0 0 JPMORGAN CHASE & CO. COM 46625H100 4180709 13254 SH SOLE 11006 0 2248 JPMORGAN CHASE & CO. COM 46625H100 3950761 12525 SH DFND 1 12525 0 0 KIMBERLY-CLARK CORP COM 494368103 266336 2142 SH SOLE 2142 0 0 LAM RESEARCH CORP COM NEW 512807306 1846347 13789 SH SOLE 13789 0 0 ELI LILLY & CO COM 532457108 1123899 1473 SH SOLE 1473 0 0 LOCKHEED MARTIN CORP COM 539830109 305517 612 SH SOLE 612 0 0 MAPLEBEAR INC COM 565394103 71424 1943 SH SOLE 539 0 1404 MAPLEBEAR INC COM 565394103 287537 7822 SH DFND 1 7822 0 0 MASTEC INC COM 576323109 162800 765 SH SOLE 214 0 551 MASTEC INC COM 576323109 652475 3066 SH DFND 1 3066 0 0 MERCK & CO INC COM 58933Y105 316500 3771 SH SOLE 3771 0 0 META PLATFORMS INC CL A 30303M102 11573828 15760 SH SOLE 15367 0 393 META PLATFORMS INC CL A 30303M102 1605355 2186 SH DFND 1 2186 0 0 MGM RESORTS INTERNATIONAL COM 552953101 151325 4366 SH SOLE 656 0 3710 MGM RESORTS INTERNATIONAL COM 552953101 716353 20668 SH DFND 1 20668 0 0 MICRON TECHNOLOGY INC COM 595112103 118128 706 SH SOLE 107 0 599 MICRON TECHNOLOGY INC COM 595112103 557343 3331 SH DFND 1 3331 0 0 MICROSOFT CORP COM 594918104 19393602 37443 SH SOLE 37443 0 0 MORGAN STANLEY COM NEW 617446448 573051 3605 SH SOLE 3605 0 0 MUELLER INDS INC COM 624756102 194535 1924 SH SOLE 1108 0 816 MUELLER INDS INC COM 624756102 459141 4541 SH DFND 1 4541 0 0 NETAPP INC COM 64110D104 1682132 14200 SH SOLE 12654 0 1546 NETAPP INC COM 64110D104 1019348 8605 SH DFND 1 8605 0 0 NETFLIX INC COM 64110L106 3530819 2945 SH SOLE 2945 0 0 NEXTERA ENERGY INC COM 65339F101 1974290 26153 SH SOLE 22023 0 4130 NEXTERA ENERGY INC COM 65339F101 1737402 23015 SH DFND 1 23015 0 0 NISOURCE INC COM 65473P105 83136 1920 SH SOLE 290 0 1630 NISOURCE INC COM 65473P105 392818 9072 SH DFND 1 9072 0 0 NRG ENERGY INC COM NEW 629377508 2512331 15513 SH SOLE 13733 0 1780 NRG ENERGY INC COM NEW 629377508 1605086 9911 SH DFND 1 9911 0 0 NVIDIA CORPORATION COM 67066G104 20402336 109349 SH SOLE 109349 0 0 NXP SEMICONDUCTORS N V COM N6596X109 719171 3158 SH SOLE 3158 0 0 OCCIDENTAL PETE CORP COM 674599105 100548 2128 SH SOLE 320 0 1808 OCCIDENTAL PETE CORP COM 674599105 475477 10063 SH DFND 1 10063 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 656437 15548 SH SOLE 13229 0 2319 OMEGA HEALTHCARE INVS INC COM 681936100 545271 12915 SH DFND 1 12915 0 0 OMNICOM GROUP INC COM 681919106 92210 1131 SH SOLE 170 0 961 OMNICOM GROUP INC COM 681919106 436186 5350 SH DFND 1 5350 0 0 ONEOK INC NEW COM 682680103 441906 6056 SH SOLE 6056 0 0 ORACLE CORP COM 68389X105 4394656 15626 SH SOLE 15626 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 940375 5155 SH SOLE 5155 0 0 PALO ALTO NETWORKS INC COM 697435105 2020114 9921 SH SOLE 9921 0 0 PAYPAL HLDGS INC COM 70450Y103 118831 1772 SH SOLE 268 0 1504 PAYPAL HLDGS INC COM 70450Y103 561560 8374 SH DFND 1 8374 0 0 PEPSICO INC COM 713448108 245770 1750 SH SOLE 287 0 1463 PEPSICO INC COM 713448108 1143462 8142 SH DFND 1 8142 0 0 PFIZER INC COM 717081103 100060 3927 SH SOLE 590 0 3337 PFIZER INC COM 717081103 473750 18593 SH DFND 1 18593 0 0 PHILIP MORRIS INTL INC COM 718172109 1377402 8492 SH SOLE 8492 0 0 PILGRIMS PRIDE CORP COM 72147K108 94389 2318 SH SOLE 899 0 1419 PILGRIMS PRIDE CORP COM 72147K108 321647 7899 SH DFND 1 7899 0 0 PNC FINL SVCS GROUP INC COM 693475105 569637 2835 SH SOLE 2835 0 0 PROGRESSIVE CORP COM 743315103 5051362 20455 SH SOLE 18979 0 1476 PROGRESSIVE CORP COM 743315103 2030176 8221 SH DFND 1 8221 0 0 PULTE GROUP INC COM 745867101 2387060 18066 SH SOLE 17491 0 575 PULTE GROUP INC COM 745867101 422552 3198 SH DFND 1 3198 0 0 QUALCOMM INC COM 747525103 784554 4716 SH SOLE 3818 0 898 QUALCOMM INC COM 747525103 831467 4998 SH DFND 1 4998 0 0 RIO TINTO PLC SPONSORED ADR 767204100 215325 3262 SH SOLE 3262 0 0 RTX CORPORATION COM 75513E101 275425 1646 SH SOLE 248 0 1398 RTX CORPORATION COM 75513E101 1302664 7785 SH DFND 1 7785 0 0 SALESFORCE INC COM 79466L302 1454943 6139 SH SOLE 6139 0 0 SCHWAB CHARLES CORP COM 808513105 1593394 16690 SH SOLE 15215 0 1475 SCHWAB CHARLES CORP COM 808513105 784286 8215 SH DFND 1 8215 0 0 SERVICENOW INC COM 81762P102 978258 1063 SH SOLE 1063 0 0 STEEL DYNAMICS INC COM 858119100 765610 5491 SH SOLE 5491 0 0 SYNCHRONY FINANCIAL COM 87165B103 2004462 28212 SH SOLE 25901 0 2311 SYNCHRONY FINANCIAL COM 87165B103 914556 12872 SH DFND 1 12872 0 0 TESLA INC COM 88160R101 5946351 13371 SH SOLE 13371 0 0 KROGER CO COM 501044101 268966 3990 SH SOLE 600 0 3390 KROGER CO COM 501044101 1273442 18891 SH DFND 1 18891 0 0 TJX COS INC NEW COM 872540109 1303751 9020 SH SOLE 8450 0 570 TJX COS INC NEW COM 872540109 458192 3170 SH DFND 1 3170 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 788048 3902 SH SOLE 3495 0 407 TKO GROUP HOLDINGS INC CL A 87256C101 457035 2263 SH DFND 1 2263 0 0 T-MOBILE US INC COM 872590104 80431 336 SH SOLE 51 0 285 T-MOBILE US INC COM 872590104 379657 1586 SH DFND 1 1586 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 441164 5518 SH SOLE 5518 0 0 TRAVEL PLUS LEISURE CO COM 894164102 287218 4828 SH SOLE 4828 0 0 TRUIST FINL CORP COM 89832Q109 473522 10357 SH SOLE 10357 0 0 UBER TECHNOLOGIES INC COM 90353T100 1747197 17834 SH SOLE 17834 0 0 UGI CORP NEW COM 902681105 111621 3356 SH SOLE 1716 0 1640 UGI CORP NEW COM 902681105 303730 9132 SH DFND 1 9132 0 0 ULTA BEAUTY INC COM 90384S303 88574 162 SH SOLE 25 0 137 ULTA BEAUTY INC COM 90384S303 414983 759 SH DFND 1 759 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3315916 9603 SH SOLE 8722 0 881 UNITEDHEALTH GROUP INC COM 91324P102 1693696 4905 SH DFND 1 4905 0 0 US BANCORP DEL COM NEW 902973304 255182 5280 SH SOLE 5280 0 0 US FOODS HLDG CORP COM 912008109 210016 2741 SH SOLE 815 0 1926 US FOODS HLDG CORP COM 912008109 821596 10723 SH DFND 1 10723 0 0 VALERO ENERGY CORP COM 91913Y100 326899 1920 SH SOLE 1514 0 406 VALERO ENERGY CORP COM 91913Y100 384277 2257 SH DFND 1 2257 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 392606 8933 SH SOLE 6951 0 1982 VERIZON COMMUNICATIONS INC COM 92343V104 484812 11031 SH DFND 1 11031 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 1001710 6640 SH SOLE 6640 0 0 VICI PPTYS INC COM 925652109 323948 9934 SH SOLE 1481 0 8453 VICI PPTYS INC COM 925652109 1536355 47113 SH DFND 1 47113 0 0 VISA INC COM CL A 92826C839 5216969 15282 SH SOLE 15282 0 0 VISTRA CORP COM 92840M102 345015 1761 SH SOLE 1761 0 0 WELLS FARGO CO NEW COM 949746101 363444 4336 SH SOLE 652 0 3684 WELLS FARGO CO NEW COM 949746101 1720489 20526 SH DFND 1 20526 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 225225 2730 SH SOLE 412 0 2318 ZOOM COMMUNICATIONS INC CL A 98980L101 1065075 12910 SH DFND 1 12910 0 0