ABBOTT LABORATORIES COM 002824100 69199 674 SH SOLE 95 0 579 ABBOTT LABORATORIES COM 002824100 337374 3286 SH DFND 1 3286 0 0 ABBVIE INC COM 00287Y109 2829545 13010 SH SOLE 13010 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 688066 3470 SH SOLE 3199 0 271 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 304375 1535 SH DFND 1 1535 0 0 ADT INC DEL COM 00090Q103 93202 14186 SH SOLE 1980 0 12206 ADT INC DEL COM 00090Q103 456267 69447 SH DFND 1 69447 0 0 ADVANCED MICRO DEVICES INC COM 007903107 692069 3402 SH SOLE 3128 0 274 ADVANCED MICRO DEVICES INC COM 007903107 315927 1553 SH DFND 1 1553 0 0 AIRBNB INC COM CL A 009066101 848980 6723 SH SOLE 6723 0 0 ALCOA CORP COM 013872106 130936 1974 SH SOLE 694 0 1280 ALCOA CORP COM 013872106 482617 7276 SH DFND 1 7276 0 0 ALPHABET INC CAP STK CL A 02079K305 7181524 24974 SH SOLE 22798 0 2176 ALPHABET INC CAP STK CL A 02079K305 3544752 12327 SH DFND 1 12327 0 0 ALPHABET INC CAP STK CL C 02079K107 4777940 16656 SH SOLE 16656 0 0 AMAZON COM INC COM 023135106 9229694 44316 SH SOLE 42802 0 1514 AMAZON COM INC COM 023135106 1792163 8605 SH DFND 1 8605 0 0 AMERICAN EXPRESS CO COM 025816109 2815484 9308 SH SOLE 8477 0 831 AMERICAN EXPRESS CO COM 025816109 1429520 4726 SH DFND 1 4726 0 0 AMERIPRISE FINL INC COM 03076C106 472842 1064 SH SOLE 1064 0 0 AMGEN INC COM 031162100 2135378 6069 SH SOLE 5667 0 402 AMGEN INC COM 031162100 801514 2278 SH DFND 1 2278 0 0 AMPHENOL CORP CL A 032095101 1907127 15094 SH SOLE 15094 0 0 APPLE INC COM 037833100 15072588 59390 SH SOLE 59390 0 0 APPLIED MATLS INC COM 038222105 3660571 10710 SH SOLE 9837 0 873 APPLIED MATLS INC COM 038222105 1695620 4961 SH DFND 1 4961 0 0 APPLOVIN CORP COM CL A 03831W108 973110 2445 SH SOLE 2445 0 0 APTIV PLC COM SHS G3265R107 82565 1189 SH SOLE 167 0 1022 APTIV PLC COM SHS G3265R107 403932 5817 SH DFND 1 5817 0 0 ARISTA NETWORKS INC COM SHS 040413205 1721621 14022 SH SOLE 14022 0 0 AT&T INC COM 00206R102 992734 34244 SH SOLE 28309 0 5935 AT&T INC COM 00206R102 979079 33773 SH DFND 1 33773 0 0 BAKER HUGHES COMPANY CL A 05722G100 1052258 17236 SH SOLE 13811 0 3425 BAKER HUGHES COMPANY CL A 05722G100 1189498 19484 SH DFND 1 19484 0 0 BANK AMERICA CORP COM 060505104 2554939 52409 SH SOLE 45298 0 7111 BANK AMERICA CORP COM 060505104 1963601 40279 SH DFND 1 40279 0 0 BLACKROCK INC COM 09290D101 1854177 1928 SH SOLE 1928 0 0 BOEING CO COM 097023105 801494 4027 SH SOLE 2959 0 1068 BOEING CO COM 097023105 1203733 6048 SH DFND 1 6048 0 0 BP PLC SPONSORED ADR 055622104 675061 14363 SH SOLE 14363 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 4242043 69943 SH SOLE 62745 0 7198 BRISTOL-MYERS SQUIBB CO COM 110122108 2472882 40773 SH DFND 1 40773 0 0 BROADCOM INC COM 11135F101 8334486 26928 SH SOLE 25980 0 948 BROADCOM INC COM 11135F101 1666711 5385 SH DFND 1 5385 0 0 C H ROBINSON WORLDWIDE IN COM NEW 12541W209 129368 779 SH SOLE 110 0 669 C H ROBINSON WORLDWIDE IN COM NEW 12541W209 630900 3799 SH DFND 1 3799 0 0 CARLISLE COS INC COM 142339100 861073 2581 SH SOLE 2581 0 0 CARNIVAL CORP COMMON STOCK 143658300 71118 2748 SH SOLE 387 0 2361 CARNIVAL CORP COMMON STOCK 143658300 347180 13415 SH DFND 1 13415 0 0 CATERPILLAR INC COM 149123101 5527405 7802 SH SOLE 7456 0 346 CATERPILLAR INC COM 149123101 1385748 1956 SH DFND 1 1956 0 0 CBRE GROUP INC CL A 12504L109 841884 6215 SH SOLE 6215 0 0 CENCORA INC COM 03073E105 895613 2851 SH SOLE 2851 0 0 CHEVRON CORPORATION COM 166764100 3044327 14714 SH SOLE 13853 0 861 CHEVRON CORPORATION COM 166764100 1013810 4900 SH DFND 1 4900 0 0 CHEWY INC CL A 16679L109 553122 20486 SH SOLE 20486 0 0 CHUBB LTD SWITZ COM H1467J104 1149556 3527 SH SOLE 3289 0 238 CHUBB LTD SWITZ COM H1467J104 440006 1350 SH DFND 1 1350 0 0 THE CIGNA GROUP COM 125523100 928823 3482 SH SOLE 3104 0 378 THE CIGNA GROUP COM 125523100 572179 2145 SH DFND 1 2145 0 0 CISCO SYS INC COM 17275R102 3601728 46420 SH SOLE 46420 0 0 CITIGROUP INC COM NEW 172967424 896166 7902 SH SOLE 6390 0 1512 CITIGROUP INC COM NEW 172967424 974759 8595 SH DFND 1 8595 0 0 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9167 0 0 DIGITAL RLTY TR INC COM 253868103 204358 1134 SH SOLE 1134 0 0 DISNEY WALT CO COM 254687106 71225 739 SH SOLE 104 0 635 DISNEY WALT CO COM 254687106 348028 3611 SH DFND 1 3611 0 0 DOLLAR GEN CORP COM 256677105 97121 818 SH SOLE 115 0 703 DOLLAR GEN CORP COM 256677105 474564 3997 SH DFND 1 3997 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 480681 3671 SH SOLE 3671 0 0 EATON CORP PLC SHS G29183103 352663 986 SH SOLE 986 0 0 EBAY INC. 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COM 278642103 740448 8135 SH DFND 1 8135 0 0 EMERSON ELEC CO COM 291011104 423981 3236 SH SOLE 3236 0 0 EXPEDIA GROUP INC COM NEW 30212P303 2032986 8805 SH SOLE 8805 0 0 EXXON MOBIL CORP COM 30231G102 3853318 22712 SH SOLE 20160 0 2552 EXXON MOBIL CORP COM 30231G102 2452944 14458 SH DFND 1 14458 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 87939 377 SH SOLE 54 0 323 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 413103 1771 SH DFND 1 1771 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 194547 2972 SH SOLE 1652 0 1320 FLEXTRONICS INTL LTD ORD Y2573F102 491408 7507 SH DFND 1 7507 0 0 FRANKLIN RESOURCES INC COM 354613101 455630 19290 SH SOLE 19290 0 0 FREEPORT MCMORAN INC CL B 35671D857 305950 5205 SH SOLE 727 0 4478 FREEPORT MCMORAN INC CL B 35671D857 1497068 25469 SH DFND 1 25469 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 143641 2018 SH SOLE 285 0 1733 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 701194 9851 SH DFND 1 9851 0 0 GE VERNOVA INC COM 36828A101 1348631 1545 SH SOLE 1545 0 0 GEN DIGITAL INC COM 668771108 53082 2819 SH SOLE 396 0 2423 GEN DIGITAL INC COM 668771108 259214 13766 SH DFND 1 13766 0 0 GENPACT LIMITED SHS G3922B107 67832 1821 SH SOLE 840 0 981 GENPACT LIMITED SHS G3922B107 207818 5579 SH DFND 1 5579 0 0 GILEAD SCIENCES INC COM 375558103 4889657 35084 SH SOLE 31344 0 3740 GILEAD SCIENCES INC COM 375558103 2952972 21188 SH DFND 1 21188 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 619265 732 SH SOLE 104 0 628 GOLDMAN SACHS GROUP INC COM 38141G104 3010032 3558 SH DFND 1 3558 0 0 HOME DEPOT INC COM 437076102 594962 1809 SH SOLE 1809 0 0 HOST HOTELS & RESORTS INC COM 44107P104 109327 5706 SH SOLE 799 0 4907 HOST HOTELS & RESORTS INC COM 44107P104 534583 27901 SH DFND 1 27901 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 975135 4023 SH SOLE 3766 0 257 INTERNATIONAL BUSINESS MACHS COM 459200101 352677 1455 SH DFND 1 1455 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 181089 2700 SH SOLE 1536 0 1164 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 443668 6615 SH DFND 1 6615 0 0 INTERNATIONAL PAPER CO COM 460146103 236620 6628 SH SOLE 6628 0 0 JABIL INC COM 466313103 693029 2609 SH SOLE 2259 0 350 JABIL INC COM 466313103 527010 1984 SH DFND 1 1984 0 0 JPMORGAN CHASE & CO COM 46625H100 3851142 13092 SH SOLE 10951 0 2141 JPMORGAN CHASE & CO COM 46625H100 3567867 12129 SH DFND 1 12129 0 0 KIMBERLY-CLARK CORP COM 494368103 200947 2083 SH SOLE 2083 0 0 LAM RESEARCH CORP COM NEW 512807306 2370130 11093 SH SOLE 11093 0 0 ELI LILLY & CO COM 532457108 2318740 2521 SH SOLE 2521 0 0 LOCKHEED MARTIN CORP COM 539830109 1052847 1742 SH SOLE 1742 0 0 MACYS INC COM 55616P104 66245 3662 SH SOLE 513 0 3149 MACYS INC COM 55616P104 323757 17897 SH DFND 1 17897 0 0 MAPLEBEAR INC COM 565394103 68626 1832 SH SOLE 496 0 1336 MAPLEBEAR INC COM 565394103 284584 7597 SH DFND 1 7597 0 0 MASTEC INC COM 576323109 210418 654 SH SOLE 127 0 527 MASTEC INC COM 576323109 963290 2994 SH DFND 1 2994 0 0 MEDTRONIC PLC SHS G5960L103 103893 1199 SH SOLE 170 0 1029 MEDTRONIC PLC SHS G5960L103 506383 5844 SH DFND 1 5844 0 0 MERCK & CO INC COM 58933Y105 2412777 20058 SH SOLE 18673 0 1385 MERCK & CO INC COM 58933Y105 946682 7870 SH DFND 1 7870 0 0 META PLATFORMS INC CL A 30303M102 7579578 13248 SH SOLE 12937 0 311 META PLATFORMS INC CL A 30303M102 1007521 1761 SH DFND 1 1761 0 0 MGM RESORTS INTERNATIONAL COM 552953101 151852 4103 SH SOLE 574 0 3529 MGM RESORTS INTERNATIONAL COM 552953101 743050 20077 SH DFND 1 20077 0 0 MICRON TECHNOLOGY INC COM 595112103 175339 519 SH SOLE 74 0 445 MICRON TECHNOLOGY INC COM 595112103 853046 2525 SH DFND 1 2525 0 0 MICROSOFT CORP COM 594918104 12825650 34648 SH SOLE 34648 0 0 MIDDLEBY CORP COM 596278101 124095 936 SH SOLE 328 0 608 MIDDLEBY CORP COM 596278101 458462 3458 SH DFND 1 3458 0 0 MORGAN STANLEY COM NEW 617446448 578299 3514 SH SOLE 3514 0 0 MUELLER INDS INC COM 624756102 309908 2797 SH SOLE 1097 0 1700 MUELLER INDS INC COM 624756102 1061907 9584 SH DFND 1 9584 0 0 NETAPP INC COM 64110D104 1196120 11682 SH SOLE 10207 0 1475 NETAPP INC COM 64110D104 858540 8385 SH DFND 1 8385 0 0 NETFLIX INC. COM 64110L106 1421385 14783 SH SOLE 14783 0 0 NEXTERA ENERGY INC COM 65339F101 1677227 18058 SH SOLE 14128 0 3930 NEXTERA ENERGY INC COM 65339F101 2067880 22264 SH DFND 1 22264 0 0 NRG ENERGY INC COM NEW 629377508 3300718 22586 SH SOLE 20887 0 1699 NRG ENERGY INC COM NEW 629377508 1410982 9655 SH DFND 1 9655 0 0 NVIDIA CORPORATION COM 67066G104 15768550 90416 SH SOLE 90416 0 0 NXP SEMICONDUCTORS N V COM N6596X109 967370 4914 SH SOLE 4914 0 0 OCCIDENTAL PETE CORP COM 674599105 130260 2004 SH SOLE 282 0 1722 OCCIDENTAL PETE CORP COM 674599105 636870 9798 SH DFND 1 9798 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 658615 15030 SH SOLE 12822 0 2208 OMEGA HEALTHCARE INVS INC COM 681936100 550160 12555 SH DFND 1 12555 0 0 OMNICOM GROUP INC COM 681919106 80130 1064 SH SOLE 149 0 915 OMNICOM GROUP INC COM 681919106 392064 5206 SH DFND 1 5206 0 0 ONEOK INC NEW COM 682680103 532939 5896 SH SOLE 5896 0 0 ORACLE CORP COM 68389X105 2162958 14703 SH SOLE 14703 0 0 OSHKOSH CORP COM 688239201 117768 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