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879360105 16456272 27200 SH SOLE 27200 0 0 TELEFLEX INCORPORATED COM 879369106 575922 4815 SH SOLE 4815 0 0 TELUS CORPORATION COM 87971M103 318496770 24824378 SH SOLE 24824378 0 0 TENARIS S A SPONSORED ADS 88031M109 743250 12775 SH SOLE 12775 0 0 TERADYNE INC COM 880770102 4861944 16400 SH SOLE 16400 0 0 TESLA INC COM 88160R101 54315277 146107 SH SOLE 146107 0 0 TEXAS INSTRS INC COM 882508104 58656295 302134 SH SOLE 302134 0 0 TEXAS ROADHOUSE INC COM 882681109 15012712 90909 SH SOLE 90909 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 968126336 1969618 SH SOLE 1969618 0 0 THOMSON REUTERS CORP COM 884903808 651037243 7235355 SH SOLE 7235355 0 0 TIDAL TRUST I SP FDS S&P 500 886364801 738389 15332 SH SOLE 15332 0 0 TJX COS INC NEW COM 872540109 780446554 4886954 SH SOLE 4886954 0 0 TOAST INC CL A 888787108 45925924 1732400 SH SOLE 1732400 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 2831583954 30345986 SH SOLE 30345986 0 0 TOTALENERGIES SE ACT F92124100 110075155 1209883 SH SOLE 1209883 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167337 SH SOLE 167337 0 0 UNITED RENTALS INC COM 911363109 175044554 240261 SH SOLE 240261 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 4058355 6844 SH SOLE 6844 0 0 UNITEDHEALTH GROUP INC COM 91324P102 296635370 1096254 SH SOLE 1096254 0 0 UNITEDHEALTH GROUP INC COM 91324P902 90647650 335000 SH Call SOLE 0 0 0 US BANCORP COM NEW 902973304 1238618 23815 SH SOLE 23815 0 0 VALERO ENERGY CORP COM 91913Y100 329392972 1333143 SH SOLE 1333143 0 0 VALLEY NATL BANCORP COM 919794107 667406 54349 SH SOLE 54349 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 1780338 19400 SH SOLE 19400 0 0 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 43485644 514623 SH SOLE 514623 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 51016288 2031712 SH SOLE 2031712 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 36989752 1287944 SH SOLE 1287944 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 752998 1964 SH SOLE 1964 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 7913060 107456 SH SOLE 107456 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 37166243 773491 SH SOLE 773491 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 158355522 604595 SH SOLE 604595 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 42725687 231852 SH SOLE 231852 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 43029692 167203 SH SOLE 167203 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 64698124 214055 SH SOLE 214055 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 64611454 297406 SH SOLE 297406 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 157867441 549716 SH SOLE 549716 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 564087 944 SH SOLE 944 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 599273 1868 SH SOLE 1868 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 213987355 1467778 SH SOLE 1467778 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 294897 5456 SH SOLE 5456 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 276191 5536 SH SOLE 5536 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 37207640 792495 SH SOLE 792495 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 27842839 372629 SH SOLE 372629 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 422307 3850 SH SOLE 3850 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 64837935 783540 SH SOLE 783540 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 339339 3620 SH SOLE 3620 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 214845 999 SH SOLE 999 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 231330 3000 SH SOLE 3000 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1376054 21474 SH SOLE 21474 0 0 VEEVA SYS INC CL A COM 922475108 844749 4809 SH SOLE 4809 0 0 VENTAS INC COM 92276F100 68903739 842550 SH SOLE 842550 0 0 VERISK ANALYTICS INC COM 92345Y106 13645682 71914 SH SOLE 71914 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2936901 58504 SH SOLE 58504 0 0 VERSIGENT LTD ORDINARY SHARES G9600F104 343948 10799 SH SOLE 10799 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 162872490 649982 SH SOLE 649982 0 0 VIAVI SOLUTIONS INC COM 925550105 3277614 98486 SH SOLE 98486 0 0 VICI PPTYS INC COM 925652109 23120752 846294 SH SOLE 846294 0 0 VIKING HOLDINGS LTD ORD SHS G93A5A101 1645952 22400 SH SOLE 22400 0 0 VIPER ENERGY INC CL A 64361Q101 3157728 67200 SH SOLE 67200 0 0 VISA INC COM CL A 92826C839 854706612 2827907 SH SOLE 2827907 0 0 VISTRA CORP COM 92840M102 41322410 274878 SH SOLE 274878 0 0 VULCAN MATLS CO COM 929160109 85093750 312500 SH SOLE 312500 0 0 WABTEC COM 929740108 19406011 77652 SH SOLE 77652 0 0 WALKER & DUNLOP INC COM 93148P102 2867525 64613 SH SOLE 64613 0 0 WALMART INC COM 931142103 213905765 1721160 SH SOLE 1721160 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 17299800 630000 SH SOLE 630000 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 388004 15192 SH SOLE 15192 0 0 WASTE CONNECTIONS INC COM 94106B101 1155533834 7113604 SH SOLE 7113604 0 0 WASTE MGMT INC DEL COM 94106L109 5891356 25638 SH SOLE 25638 0 0 WATERS CORP COM 941848103 2296634 7712 SH SOLE 7712 0 0 WEC ENERGY GROUP INC COM 92939U106 34226590 295643 SH SOLE 295643 0 0 WELLS FARGO & CO COM 949746101 146870340 1844873 SH SOLE 1844873 0 0 WELLTOWER INC COM 95040Q104 129892900 656987 SH SOLE 656987 0 0 WEST FRASER TIMBER LTD COM 952845105 114742605 1757430 SH SOLE 1757430 0 0 WESTERN DIGITAL CORP COM 958102105 47339266 175013 SH SOLE 175013 0 0 WEYERHAEUSER CO COM NEW 962166104 35665992 1459926 SH SOLE 1459926 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 231395757 1766245 SH SOLE 1766245 0 0 WILLIAMS COS INC COM 969457100 232205391 3190511 SH SOLE 3190511 0 0 WORKDAY INC CL A 98138H101 18682496 143800 SH SOLE 143800 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 7214849 88820 SH SOLE 88820 0 0 XCEL ENERGY INC COM 98389B100 2785405 35063 SH SOLE 35063 0 0 YUM CHINA HLDGS INC COM 98850P109 5814820 119205 SH SOLE 119205 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 827343 9150 SH SOLE 9150 0 0 ZOETIS INC CL A 98978V103 7782237 65834 SH SOLE 65834 0 0