May 27, 2026
Announcement
| ADVANCED MICRO DEVICES |
| AIRBNB INC |
| ALLSTATE CORP |
| ALPHABET INC C-SHARES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMEREN CORP |
| AMGEN INC |
| AMPHENOL CORP NEW CL A |
| ANALOG DEVICES INC |
| APPLE INC |
| APPLIED MATERIALS INC |
| Applovin Corp |
| BAKER HUGHES CO |
| BROADCOM INC |
| CAPITAL ONE FINANCIAL CORP |
| CASEYS GENERAL STORES INC |
| CBRE GROUP INC |
| CHEVRON CORP |
| CINTAS CORP |
| CISCO SYSTEMS INC |
| CITIGROUP INC |
| CLOUDFLARE INC - CLASS A |
| COMFORT SYSTEMS USA INC |
| CORTEVA INC |
| DELL TECHNOLOGIES INC - C |
| DUKE ENERGY CORP |
| ELI LILLY & CO |
| EXXON MOBIL CORP |
| FEDEX CORP |
| FORTINET INC |
| FREEPORT-MCMORAN INC |
| GENERAL DYNAMICS CORP |
| GENERAL MOTORS CO |
| GOLDMAN SACHS GROUP INC |
| HONEYWELL INTERNATIONAL INC |
| JOHNSON & JOHNSON |
| JOHNSON CONTROLS INTERNATIONAL PLC |
| JPMORGAN CHASE & CO |
| L3HARRIS TECHNOLOGIES INC |
| LAM RESEARCH CORP |
| LINDE PLC |
| MCDONALDS CORP |
| MCKESSON CORP |
| META PLATFORMS INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MORGAN STANLEY |
| NETFLIX INC |
| NVIDIA CORP |
| PARKER HANNIFIN CORP |
| PEPSICO INC |
| PERFORMANCE FOOD GROUP CO |
| PHILIP MORRIS INTERNATIONAL |
| PROCTER & GAMBLE CO |
| PULTE GROUP INC |
| QUALCOMM INC |
| REGENERON PHARMACEUTICALS |
| SCHWAB (CHARLES) CORP |
| SEMPRA ENERGY |
| SOUTHERN COMPANY THE |
| SOUTHWEST AIRLINES CO |
| STRYKER CORP |
| TESLA INC |
| THERMO FISHER SCIENTIFIC INC |
| TJX COMPANIES INC |
| TRAVELERS COS INC/THE |
| UNION PACIFIC CORP |
| VALERO ENERGY |
| VENTAS INC |
| VERIZON COMMUNICATIONS INC |
| VERTEX PHARMACEUTICALS INC |
| VERTIV HOLDINGS CO |
| VISA INC-CLASS A SHARES |
| VULCAN MATERIALS CO |
| WALMART INC |
| WW GRAINGER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.