ABBVIE INC COM 00287Y109 3205642 12739 SH SOLE 12739 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 38452 309 SH SOLE 38 0 271 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 191015 1535 SH DFND 1 1535 0 0 ADT INC DEL COM 00090Q103 88830 13666 SH SOLE 1677 0 11989 ADT INC DEL COM 00090Q103 451406 69447 SH DFND 1 69447 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1897252 3266 SH SOLE 2608 0 658 ADVANCED MICRO DEVICES INC COM 007903107 2216753 3816 SH DFND 1 3816 0 0 AGCO CORP COM 001084102 136698 1142 SH SOLE 461 0 681 AGCO CORP COM 001084102 472216 3945 SH DFND 1 3945 0 0 AIRBNB INC COM CL A 009066101 960773 6714 SH SOLE 6714 0 0 ALCOA CORP COM 013872106 98544 1890 SH SOLE 632 0 1258 ALCOA CORP COM 013872106 379371 7276 SH DFND 1 7276 0 0 ALPHABET INC CAP STK CL A 02079K305 8830613 24710 SH SOLE 22697 0 2013 ALPHABET INC CAP STK CL A 02079K305 4170865 11671 SH DFND 1 11671 0 0 ALPHABET INC CAP STK CL C 02079K107 5795319 16402 SH SOLE 16402 0 0 AMAZON COM INC COM 023135106 10460742 43890 SH SOLE 42402 0 1488 AMAZON COM INC COM 023135106 2050916 8605 SH DFND 1 8605 0 0 AMERICAN EXPRESS CO COM 025816109 3104796 9179 SH SOLE 8362 0 817 AMERICAN EXPRESS CO COM 025816109 1598570 4726 SH DFND 1 4726 0 0 AMGEN INC COM 031162100 1720795 4752 SH SOLE 4357 0 395 AMGEN INC COM 031162100 824909 2278 SH DFND 1 2278 0 0 AMPHENOL CORP CL A 032095101 2634221 14940 SH SOLE 14940 0 0 APPLE INC COM 037833100 17089891 59061 SH SOLE 59061 0 0 APPLIED MATLS INC COM 038222105 8031807 11109 SH SOLE 10251 0 858 APPLIED MATLS INC COM 038222105 3586803 4961 SH DFND 1 4961 0 0 APPLOVIN CORP COM CL A 03831W108 835703 1622 SH SOLE 1622 0 0 APTIV PLC COM SHS G3265R107 71876 1171 SH SOLE 149 0 1022 APTIV PLC COM SHS G3265R107 357047 5817 SH DFND 1 5817 0 0 ARISTA NETWORKS INC COM SHS 040413205 2378830 14003 SH SOLE 14003 0 0 AT&T INC COM 00206R102 672854 32505 SH SOLE 26674 0 5831 AT&T INC COM 00206R102 699101 33773 SH DFND 1 33773 0 0 BAKER HUGHES COMPANY CL A 05722G100 655178 11805 SH SOLE 8440 0 3365 BAKER HUGHES COMPANY CL A 05722G100 1081362 19484 SH DFND 1 19484 0 0 BANK OF AMER CORP COM 060505104 2929912 51420 SH SOLE 44434 0 6986 BANK OF AMER CORP COM 060505104 2295097 40279 SH DFND 1 40279 0 0 BLACKROCK INC COM 09290D101 525012 546 SH SOLE 546 0 0 BOEING CO COM 097023105 861117 3978 SH SOLE 2928 0 1050 BOEING CO COM 097023105 1309211 6048 SH DFND 1 6048 0 0 BP PLC SPONSORED ADR 055622104 501042 13560 SH SOLE 13560 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2597221 45075 SH SOLE 40321 0 4754 BRISTOL-MYERS SQUIBB CO COM 110122108 1578500 27395 SH DFND 1 27395 0 0 BROADCOM INC COM 11135F101 9123796 24153 SH SOLE 23221 0 932 BROADCOM INC COM 11135F101 2034184 5385 SH DFND 1 5385 0 0 C H ROBINSON WORLDWIDE IN COM NEW 12541W209 141443 751 SH SOLE 94 0 657 C H ROBINSON WORLDWIDE IN COM NEW 12541W209 715504 3799 SH DFND 1 3799 0 0 CARLISLE COS INC COM 142339100 436388 1203 SH SOLE 1203 0 0 CATERPILLAR INC COM 149123101 6324442 5939 SH SOLE 5599 0 340 CATERPILLAR INC COM 149123101 2082944 1956 SH DFND 1 1956 0 0 CBRE GROUP INC CL A 12504L109 823091 6111 SH SOLE 6111 0 0 CENTENE CORP DEL COM 15135B101 106941 1666 SH SOLE 207 0 1459 CENTENE CORP DEL COM 15135B101 542598 8453 SH DFND 1 8453 0 0 CHEVRON CORPORATION COM 166764100 2149576 12968 SH SOLE 12122 0 846 CHEVRON CORPORATION COM 166764100 812224 4900 SH DFND 1 4900 0 0 CHEWY INC CL A 16679L109 406598 20692 SH SOLE 20692 0 0 CHUBB LIMITED COM H1467J104 1180664 3465 SH SOLE 3230 0 235 CHUBB LIMITED COM H1467J104 459999 1350 SH DFND 1 1350 0 0 THE CIGNA GROUP COM 125523100 1834099 6653 SH SOLE 6071 0 582 THE CIGNA GROUP COM 125523100 921874 3344 SH DFND 1 3344 0 0 CISCO SYS INC COM 17275R102 5324227 45328 SH SOLE 45328 0 0 CITIGROUP INC COM NEW 172967424 1630394 11649 SH SOLE 10163 0 1486 CITIGROUP INC COM NEW 172967424 1202956 8595 SH DFND 1 8595 0 0 CLOUDFLARE INC CL A COM 18915M107 1118722 4561 SH SOLE 4561 0 0 COCA COLA CO COM 191216100 3607250 44386 SH SOLE 43393 0 993 COCA COLA CO COM 191216100 464133 5711 SH DFND 1 5711 0 0 COLGATE PALMOLIVE CO COM 194162103 478661 5221 SH SOLE 5221 0 0 COMCAST CORP NEW CL A 20030N101 1347034 54869 SH SOLE 50715 0 4154 COMCAST CORP NEW CL A 20030N101 591557 24096 SH DFND 1 24096 0 0 CONOCOPHILLIPS COM 20825C104 996768 9588 SH SOLE 9588 0 0 CONSTELLATION ENERGY CORP COM 21037T109 68302 275 SH SOLE 36 0 239 CONSTELLATION ENERGY CORP COM 21037T109 332567 1339 SH DFND 1 1339 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 1919584 2052 SH SOLE 2052 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 1389678 1821 SH SOLE 1821 0 0 CVS HEALTH CORP COM 126650100 263797 2550 SH SOLE 316 0 2234 CVS HEALTH CORP COM 126650100 1361092 13157 SH DFND 1 13157 0 0 D R HORTON INC COM 23331A109 78997 485 SH SOLE 60 0 425 D R HORTON INC COM 23331A109 393681 2417 SH DFND 1 2417 0 0 DARLING INGREDIENTS INC COM 237266101 130269 2385 SH SOLE 297 0 2088 DARLING INGREDIENTS INC COM 237266101 661448 12110 SH DFND 1 12110 0 0 DELTA AIR LINES INC COM NEW 247361702 2872178 30666 SH SOLE 29080 0 1586 DELTA AIR LINES INC COM NEW 247361702 858581 9167 SH DFND 1 9167 0 0 DISNEY WALT CO COM 254687106 69974 727 SH SOLE 92 0 635 DISNEY WALT CO COM 254687106 347559 3611 SH DFND 1 3611 0 0 DOLLAR GEN CORP COM 256677105 92663 805 SH SOLE 102 0 703 DOLLAR GEN CORP COM 256677105 460095 3997 SH DFND 1 3997 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 437334 3455 SH SOLE 3455 0 0 EATON CORP PLC SHS G29183103 393735 924 SH SOLE 924 0 0 EBAY INC. COM 278642103 1937410 17337 SH SOLE 15930 0 1407 EBAY INC. COM 278642103 909086 8135 SH DFND 1 8135 0 0 EMERSON ELEC CO COM 291011104 434317 3034 SH SOLE 3034 0 0 EVERUS CONSTR GROUP COM 300426103 103221 622 SH SOLE 78 0 544 EVERUS CONSTR GROUP COM 300426103 531704 3204 SH DFND 1 3204 0 0 EXPEDIA GROUP INC COM NEW 30212P303 3676740 14369 SH SOLE 14369 0 0 EXXON MOBIL CORP COM 30231G102 3047625 22291 SH SOLE 19782 0 2509 EXXON MOBIL CORP COM 30231G102 1976698 14458 SH DFND 1 14458 0 0 FLEX LTD ORD Y2573F102 399017 2462 SH SOLE 1164 0 1298 FLEX LTD ORD Y2573F102 1216659 7507 SH DFND 1 7507 0 0 FRANKLIN RESOURCES INC COM 354613101 606645 18234 SH SOLE 18234 0 0 FREEPORT MCMORAN INC CL B 35671D857 315582 5018 SH SOLE 618 0 4400 FREEPORT MCMORAN INC CL B 35671D857 1601745 25469 SH DFND 1 25469 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 124627 1947 SH SOLE 243 0 1704 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 630563 9851 SH DFND 1 9851 0 0 GE VERNOVA INC COM 36828A101 1811634 1542 SH SOLE 1542 0 0 GEN DIGITAL INC COM 668771108 69119 2777 SH SOLE 354 0 2423 GEN DIGITAL INC COM 668771108 342636 13766 SH DFND 1 13766 0 0 GENPACT LIMITED SHS G3922B107 48290 1756 SH SOLE 775 0 981 GENPACT LIMITED SHS G3922B107 153422 5579 SH DFND 1 5579 0 0 GILEAD SCIENCES INC COM 375558103 4692268 37140 SH SOLE 33959 0 3181 GILEAD SCIENCES INC COM 375558103 2315433 18327 SH DFND 1 18327 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 714028 706 SH SOLE 88 0 618 GOLDMAN SACHS GROUP INC COM 38141G104 3598454 3558 SH DFND 1 3558 0 0 HOME DEPOT INC COM 437076102 598851 1698 SH SOLE 1698 0 0 HOST HOTELS & RESORTS INC COM 44107P104 130357 5498 SH SOLE 678 0 4820 HOST HOTELS & RESORTS INC COM 44107P104 661533 27901 SH DFND 1 27901 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 985079 3503 SH SOLE 3503 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 771783 8867 SH SOLE 7722 0 1145 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 575770 6615 SH DFND 1 6615 0 0 INTERNATIONAL PAPER CO COM 460146103 236677 6212 SH SOLE 6212 0 0 INVESCO LTD SHS G491BT108 257487 9757 SH SOLE 7054 0 2703 INVESCO LTD SHS G491BT108 420182 15922 SH DFND 1 15922 0 0 JABIL INC COM 466313103 410537 1065 SH SOLE 720 0 345 JABIL INC COM 466313103 764792 1984 SH DFND 1 1984 0 0 JPMORGAN CHASE & CO COM 46625H100 4166583 12729 SH SOLE 10624 0 2105 JPMORGAN CHASE & CO COM 46625H100 3970186 12129 SH DFND 1 12129 0 0 KIMBERLY-CLARK CORP COM 494368103 213612 1946 SH SOLE 1946 0 0 KLA CORP COM NEW 482480100 1918876 6360 SH SOLE 6360 0 0 LAM RESEARCH CORP COM NEW 512807306 5882021 13574 SH SOLE 13574 0 0 ELI LILLY & CO COM 532457108 3018965 2517 SH SOLE 2517 0 0 LOCKHEED MARTIN CORP COM 539830109 865573 1699 SH SOLE 1699 0 0 MAPLEBEAR INC COM 565394103 122163 2580 SH SOLE 555 0 2025 MAPLEBEAR INC COM 565394103 555984 11742 SH DFND 1 11742 0 0 MEDTRONIC PLC SHS G5960L103 90434 1156 SH SOLE 144 0 1012 MEDTRONIC PLC SHS G5960L103 457176 5844 SH DFND 1 5844 0 0 MERCK & CO INC COM 58933Y105 2512432 19552 SH SOLE 18190 0 1362 MERCK & CO INC COM 58933Y105 1011295 7870 SH DFND 1 7870 0 0 META PLATFORMS INC CL A 30303M102 7568364 13436 SH SOLE 12866 0 570 META PLATFORMS INC CL A 30303M102 1858857 3300 SH DFND 1 3300 0 0 MGM RESORTS INTERNATIONAL COM 552953101 189137 3956 SH SOLE 488 0 3468 MGM RESORTS INTERNATIONAL COM 552953101 959881 20077 SH DFND 1 20077 0 0 MICRON TECHNOLOGY INC COM 595112103 5435552 4709 SH SOLE 4111 0 598 MICRON TECHNOLOGY INC COM 595112103 3974220 3443 SH DFND 1 3443 0 0 MICROSOFT CORP COM 594918104 13812185 37028 SH SOLE 37028 0 0 MIDDLEBY CORP COM 596278101 154293 897 SH SOLE 299 0 598 MIDDLEBY CORP COM 596278101 594811 3458 SH DFND 1 3458 0 0 MORGAN STANLEY COM NEW 617446448 689832 3300 SH SOLE 3300 0 0 MUELLER INDS INC COM 624756102 313840 2553 SH SOLE 881 0 1672 MUELLER INDS INC COM 624756102 1178161 9584 SH DFND 1 9584 0 0 NETAPP INC COM 64110D104 1796299 11607 SH SOLE 10156 0 1451 NETAPP INC COM 64110D104 1297663 8385 SH DFND 1 8385 0 0 NETFLIX INC. COM 64110L106 1054078 14763 SH SOLE 14763 0 0 NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 116619 653 SH SOLE 256 0 397 NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 409864 2295 SH DFND 1 2295 0 0 NEXTERA ENERGY INC COM 65339F101 1531411 17448 SH SOLE 13586 0 3862 NEXTERA ENERGY INC COM 65339F101 1954111 22264 SH DFND 1 22264 0 0 NRG ENERGY INC COM NEW 629377508 2749433 18824 SH SOLE 17585 0 1239 NRG ENERGY INC COM NEW 629377508 1065800 7297 SH DFND 1 7297 0 0 NVIDIA CORPORATION COM 67066G104 17989091 89905 SH SOLE 89905 0 0 NXP SEMICONDUCTORS N V COM N6596X109 716627 2550 SH SOLE 2550 0 0 OCCIDENTAL PETE CORP COM 674599105 93983 1935 SH SOLE 241 0 1694 OCCIDENTAL PETE CORP COM 674599105 475889 9798 SH DFND 1 9798 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 678248 14225 SH SOLE 12054 0 2171 OMEGA HEALTHCARE INVS INC COM 681936100 598622 12555 SH DFND 1 12555 0 0 OMNICOM GROUP INC COM 681919106 1630882 22393 SH SOLE 20462 0 1931 OMNICOM GROUP INC COM 681919106 809797 11119 SH DFND 1 11119 0 0 ONEOK INC NEW COM 682680103 483386 5560 SH SOLE 5560 0 0 ORACLE CORP COM 68389X105 2362093 16118 SH SOLE 16118 0 0 OSHKOSH CORP COM 688239201 119408 778 SH SOLE 208 0 570 OSHKOSH CORP COM 688239201 496968 3238 SH DFND 1 3238 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 483480 4144 SH SOLE 4144 0 0 PALO ALTO NETWORKS INC COM 697435105 2718952 7973 SH SOLE 7973 0 0 PEPSICO INC COM 713448108 214880 1587 SH SOLE 216 0 1371 PEPSICO INC COM 713448108 1073451 7928 SH DFND 1 7928 0 0 PFIZER INC COM 717081103 134873 5601 SH SOLE 714 0 4887 PFIZER INC COM 717081103 682499 28343 SH DFND 1 28343 0 0 PHILIP MORRIS INTL INC COM 718172109 1411279 7801 SH SOLE 7801 0 0 PINTEREST INC CL A 72352L106 649238 30872 SH SOLE 26930 0 3942 PINTEREST INC CL A 72352L106 477739 22717 SH DFND 1 22717 0 0 PNC FINL SVCS GROUP INC COM 693475105 732997 2977 SH SOLE 2643 0 334 PNC FINL SVCS GROUP INC COM 693475105 466341 1894 SH DFND 1 1894 0 0 PROGRESSIVE CORP COM 743315103 2961964 13559 SH SOLE 12767 0 792 PROGRESSIVE CORP COM 743315103 998535 4571 SH DFND 1 4571 0 0 PROLOGIS INC. COM 74340W103 1113428 8219 SH SOLE 7654 0 565 PROLOGIS INC. COM 74340W103 440548 3252 SH DFND 1 3252 0 0 PULTE GROUP INC COM 745867101 2362619 17219 SH SOLE 17219 0 0 QUALCOMM INC COM 747525103 848741 4593 SH SOLE 3748 0 845 QUALCOMM INC COM 747525103 901775 4880 SH DFND 1 4880 0 0 RIO TINTO PLC SPONSORED ADR 767204100 276816 2916 SH SOLE 2916 0 0 ROSS STORES INC COM 778296103 86418 406 SH SOLE 50 0 356 ROSS STORES INC COM 778296103 446346 2097 SH DFND 1 2097 0 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 99412 1773 SH SOLE 223 0 1550 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 503284 8976 SH DFND 1 8976 0 0 RTX CORPORATION COM 75513E101 321402 1694 SH SOLE 211 0 1483 RTX CORPORATION COM 75513E101 1625607 8568 SH DFND 1 8568 0 0 SALESFORCE INC COM 79466L302 100576 642 SH SOLE 80 0 562 SALESFORCE INC COM 79466L302 508048 3243 SH DFND 1 3243 0 0 SCHWAB CHARLES CORP COM 808513105 5373805 58240 SH SOLE 55396 0 2844 SCHWAB CHARLES CORP COM 808513105 1511844 16385 SH DFND 1 16385 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 229152 4800 SH SOLE 1529 0 3271 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 899994 18852 SH DFND 1 18852 0 0 SERVICENOW INC COM 81762P102 456787 4601 SH SOLE 4601 0 0 SHARKNINJA INC COM SHS G8068L108 117248 770 SH SOLE 95 0 675 SHARKNINJA INC COM SHS G8068L108 584260 3837 SH DFND 1 3837 0 0 SIMON PPTY GROUP INC NEW COM 828806109 96393 431 SH SOLE 55 0 376 SIMON PPTY GROUP INC NEW COM 828806109 482413 2157 SH DFND 1 2157 0 0 SIMPSON MFG INC COM 829073105 134193 641 SH SOLE 185 0 456 SIMPSON MFG INC COM 829073105 552056 2637 SH DFND 1 2637 0 0 STEEL DYNAMICS INC COM 858119100 1363911 5944 SH SOLE 5501 0 443 STEEL DYNAMICS INC COM 858119100 585811 2553 SH DFND 1 2553 0 0 SYNCHRONY FINANCIAL COM 87165B103 1986654 26123 SH SOLE 25367 0 756 SYNCHRONY FINANCIAL COM 87165B103 330285 4343 SH DFND 1 4343 0 0 TARGET CORP COM 87612E106 255212 1954 SH SOLE 1954 0 0 TESLA INC COM 88160R101 5576735 13259 SH SOLE 13259 0 0 KROGER CO COM 501044101 243555 4386 SH SOLE 545 0 3841 KROGER CO COM 501044101 1229656 22144 SH DFND 1 22144 0 0 TJX COS INC NEW COM 872540109 660540 4360 SH SOLE 3826 0 534 TJX COS INC NEW COM 872540109 467378 3085 SH DFND 1 3085 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 614436 5060 SH SOLE 5060 0 0 TRAVEL PLUS LEISURE CO COM 894164102 327426 4284 SH SOLE 4284 0 0 TRUIST FINL CORP COM 89832Q109 474336 9521 SH SOLE 9521 0 0 UBER TECHNOLOGIES INC COM 90353T100 1034053 14330 SH SOLE 14330 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2125948 5115 SH SOLE 4607 0 508 UNITEDHEALTH GROUP INC COM 91324P102 1215302 2924 SH DFND 1 2924 0 0 UNITED PARCEL SVCS INC CL B 911312106 225213 2095 SH SOLE 2095 0 0 US BANCORP COM NEW 902973304 290282 4806 SH SOLE 4806 0 0 US FOODS HLDG CORP COM 912008109 317588 3106 SH SOLE 941 0 2165 US FOODS HLDG CORP COM 912008109 1255119 12275 SH DFND 1 12275 0 0 VALERO ENERGY CORP COM 91913Y100 581041 2231 SH SOLE 1424 0 807 VALERO ENERGY CORP COM 91913Y100 1214953 4665 SH DFND 1 4665 0 0 VERISK ANALYTICS INC COM 92345Y106 1153839 6427 SH SOLE 6427 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 253744 5993 SH SOLE 5993 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 1317182 3934 SH SOLE 3934 0 0 VICI PPTYS INC COM 925652109 239135 9007 SH SOLE 1110 0 7897 VICI PPTYS INC COM 925652109 1213654 45712 SH DFND 1 45712 0 0 VISA INC COM CL A 92826C839 5206391 15175 SH SOLE 15175 0 0 WALMART INC COM 931142103 2776116 24511 SH SOLE 24511 0 0 WELLS FARGO & CO COM 949746101 199741 2417 SH SOLE 300 0 2117 WELLS FARGO & CO COM 949746101 1030438 12469 SH DFND 1 12469 0 0 WESTERN DIGITAL CORP COM 958102105 251655 394 SH SOLE 49 0 345 WESTERN DIGITAL CORP COM 958102105 1273608 1994 SH DFND 1 1994 0 0