HELO additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
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| Fortinet, Inc. | Fortinet, Inc. | 2026-04-30 | Added / first present |
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| ConocoPhillips | ConocoPhillips | 2026-04-30 | Added / first present |
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| Morgan Stanley | Morgan Stanley | 2026-04-30 | Added / first present |
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| Autodesk, Inc. | Autodesk, Inc. | 2026-04-30 | Added / first present |
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| Newmont Corp. | Newmont Corp. | 2026-04-30 | Added / first present |
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| Corning, Inc. | Corning, Inc. | 2026-04-30 | Added / first present |
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| Ball Corp. | Ball Corp. | 2026-04-30 | Added / first present |
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| Cencora, Inc. | Cencora, Inc. | 2026-04-30 | Added / first present |
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| EchoStar Corp. | EchoStar Corp. | 2026-04-30 | Added / first present |
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| Ciena Corp. | Ciena Corp. | 2026-04-30 | Added / first present |
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| Blackstone, Inc. | Blackstone, Inc. | 2026-04-30 | Added / first present |
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| JPMorgan Prime Money Market Fund | JPMorgan Prime Money Market Fund | 2026-04-30 | Added / first present |
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| Vertiv Holdings Co. | Vertiv Holdings Co. | 2026-04-30 | Added / first present |
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| Affirm Holdings, Inc. | Affirm Holdings, Inc. | 2026-04-30 | Added / first present |
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| Waters Corp. | Waters Corp. | 2026-01-31 | Added / first present |
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| Dover Corp. | Dover Corp. | 2026-01-31 | Added / first present |
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| American Tower Corp. | American Tower Corp. | 2026-01-31 | Added / first present |
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| Amphenol Corp. | Amphenol Corp. | 2026-01-31 | Added / first present |
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| Roper Technologies, Inc. | Roper Technologies, Inc. | 2026-01-31 | Added / first present |
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| Dexcom, Inc. | Dexcom, Inc. | 2026-01-31 | Added / first present |
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| Medline, Inc. | Medline, Inc. | 2026-01-31 | Added / first present |
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| Boeing Co. (The) | Boeing Co. (The) | 2025-10-31 | Added / first present |
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| Union Pacific Corp. | Union Pacific Corp. | 2025-10-31 | Added / first present |
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| Advanced Micro Devices, Inc. | Advanced Micro Devices, Inc. | 2025-10-31 | Added / first present |
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| Ameren Corp. | Ameren Corp. | 2025-10-31 | Added / first present |
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| United Airlines Holdings, Inc. | United Airlines Holdings, Inc. | 2025-10-31 | Added / first present |
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| Ecolab, Inc. | Ecolab, Inc. | 2025-10-31 | Added / first present |
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| Sempra | Sempra | 2025-10-31 | Added / first present |
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| Regions Financial Corp. | Regions Financial Corp. | 2025-10-31 | Added / first present |
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| LPL Financial Holdings, Inc. | LPL Financial Holdings, Inc. | 2025-10-31 | Added / first present |
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| EQT Corp. | EQT Corp. | 2025-10-31 | Added / first present |
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| AppLovin Corp. | AppLovin Corp. | 2025-10-31 | Added / first present |
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| Robinhood Markets, Inc. | Robinhood Markets, Inc. | 2025-10-31 | Added / first present |
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| NIKE, Inc. | NIKE, Inc. | 2025-07-31 | Added / first present |
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| MSCI, Inc. | MSCI, Inc. | 2025-07-31 | Added / first present |
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| Chevron Corp. | Chevron Corp. | 2025-07-31 | Added / first present |
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| Danaher Corp. | Danaher Corp. | 2025-07-31 | Added / first present |
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| Emerson Electric Co. | Emerson Electric Co. | 2025-07-31 | Added / first present |
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| Zimmer Biomet Holdings, Inc. | Zimmer Biomet Holdings, Inc. | 2025-07-31 | Added / first present |
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| State Street Corp. | State Street Corp. | 2025-07-31 | Added / first present |
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| Vulcan Materials Co. | Vulcan Materials Co. | 2025-07-31 | Added / first present |
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| Omnicom Group, Inc. | Omnicom Group, Inc. | 2025-07-31 | Added / first present |
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| Crowdstrike Holdings, Inc. | Crowdstrike Holdings, Inc. | 2025-07-31 | Added / first present |
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| GE Vernova, Inc. | GE Vernova, Inc. | 2025-07-31 | Added / first present |
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| Netflix, Inc. | Netflix, Inc. | 2025-04-30 | Added / first present |
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| 3M Co. | 3M Co. | 2025-04-30 | Added / first present |
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| Schlumberger NV | Schlumberger NV | 2025-04-30 | Added / first present |
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| Raymond James Financial, Inc. | Raymond James Financial, Inc. | 2025-04-30 | Added / first present |
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| Walmart, Inc. | Walmart, Inc. | 2025-04-30 | Added / first present |
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| Equifax, Inc. | Equifax, Inc. | 2025-04-30 | Added / first present |
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| Freeport-McMoRan, Inc. | Freeport-McMoRan, Inc. | 2025-04-30 | Added / first present |
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| Dell Technologies, Inc. | Dell Technologies, Inc. | 2025-04-30 | Added / first present |
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| RTX Corp. | RTX Corp. | 2025-04-30 | Added / first present |
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| Palantir Technologies, Inc. | Palantir Technologies, Inc. | 2025-04-30 | Added / first present |
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| Toast, Inc. | Toast, Inc. | 2025-04-30 | Added / first present |
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| Apollo Global Management, Inc. | Apollo Global Management, Inc. | 2025-04-30 | Added / first present |
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| Sandisk Corp. | Sandisk Corp. | 2025-04-30 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
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| Dexcom, Inc. | Dexcom, Inc. | 2026-04-30 | Removed / first absent |
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| Boeing Co. (The) | Boeing Co. (The) | 2026-04-30 | Removed / first absent |
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| Ameren Corp. | Ameren Corp. | 2026-01-31 | Removed / first absent |
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| Regions Financial Corp. | Regions Financial Corp. | 2026-04-30 | Removed / first absent |
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| LPL Financial Holdings, Inc. | LPL Financial Holdings, Inc. | 2026-04-30 | Removed / first absent |
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| Robinhood Markets, Inc. | Robinhood Markets, Inc. | 2026-01-31 | Removed / first absent |
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| MSCI, Inc. | MSCI, Inc. | 2025-10-31 | Removed / first absent |
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| Chevron Corp. | Chevron Corp. | 2025-10-31 | Removed / first absent |
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| Zimmer Biomet Holdings, Inc. | Zimmer Biomet Holdings, Inc. | 2025-10-31 | Removed / first absent |
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| Crowdstrike Holdings, Inc. | Crowdstrike Holdings, Inc. | 2025-10-31 | Removed / first absent |
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| Schlumberger NV | Schlumberger NV | 2025-07-31 | Removed / first absent |
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| Raymond James Financial, Inc. | Raymond James Financial, Inc. | 2026-01-31 | Removed / first absent |
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| Equifax, Inc. | Equifax, Inc. | 2025-07-31 | Removed / first absent |
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| Freeport-McMoRan, Inc. | Freeport-McMoRan, Inc. | 2025-10-31 | Removed / first absent |
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| Dell Technologies, Inc. | Dell Technologies, Inc. | 2025-07-31 | Removed / first absent |
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| Sandisk Corp. | Sandisk Corp. | 2025-07-31 | Removed / first absent |
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| Adobe, Inc. | Adobe, Inc. | 2025-07-31 | Removed / first absent |
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| Caterpillar, Inc. | Caterpillar, Inc. | 2025-07-31 | Removed / first absent |
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| Honeywell International, Inc. | Honeywell International, Inc. | 2025-04-30 | Removed / first absent |
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| Thermo Fisher Scientific, Inc. | Thermo Fisher Scientific, Inc. | 2025-10-31 | Removed / first absent |
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| Costco Wholesale Corp. | Costco Wholesale Corp. | 2025-07-31 | Removed / first absent |
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| Union Pacific Corp. | Union Pacific Corp. | 2025-04-30 | Removed / first absent |
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| Biogen, Inc. | Biogen, Inc. | 2025-04-30 | Removed / first absent |
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| Advanced Micro Devices, Inc. | Advanced Micro Devices, Inc. | 2025-07-31 | Removed / first absent |
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| Dow, Inc. | Dow, Inc. | 2025-07-31 | Removed / first absent |
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| Baxter International, Inc. | Baxter International, Inc. | 2025-10-31 | Removed / first absent |
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| Hewlett Packard Enterprise Co. | Hewlett Packard Enterprise Co. | 2025-04-30 | Removed / first absent |
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| Best Buy Co., Inc. | Best Buy Co., Inc. | 2025-07-31 | Removed / first absent |
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| Coca-Cola Co. (The) | Coca-Cola Co. (The) | 2026-01-31 | Removed / first absent |
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| Abbott Laboratories | Abbott Laboratories | 2025-07-31 | Removed / first absent |
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| Danaher Corp. | Danaher Corp. | 2025-04-30 | Removed / first absent |
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| United Parcel Service, Inc. | United Parcel Service, Inc. | 2025-10-31 | Removed / first absent |
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| Charter Communications, Inc. | Charter Communications, Inc. | 2026-04-30 | Removed / first absent |
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| Goldman Sachs Group, Inc. (The) | Goldman Sachs Group, Inc. (The) | 2025-07-31 | Removed / first absent |
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| Dominion Energy, Inc. | Dominion Energy, Inc. | 2025-07-31 | Removed / first absent |
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| ConocoPhillips | ConocoPhillips | 2025-10-31 | Removed / first absent |
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| CSX Corp. | CSX Corp. | 2025-07-31 | Removed / first absent |
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| Northrop Grumman Corp. | Northrop Grumman Corp. | 2025-04-30 | Removed / first absent |
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| Prologis, Inc. | Prologis, Inc. | 2026-01-31 | Removed / first absent |
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| Sherwin-Williams Co. (The) | Sherwin-Williams Co. (The) | 2026-01-31 | Removed / first absent |
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| Estee Lauder Cos., Inc. (The) | Estee Lauder Cos., Inc. (The) | 2025-04-30 | Removed / first absent |
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| PACCAR, Inc. | PACCAR, Inc. | 2026-01-31 | Removed / first absent |
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| Ameriprise Financial, Inc. | Ameriprise Financial, Inc. | 2026-04-30 | Removed / first absent |
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| Nucor Corp. | Nucor Corp. | 2025-10-31 | Removed / first absent |
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| AMETEK, Inc. | AMETEK, Inc. | 2025-04-30 | Removed / first absent |
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| Digital Realty Trust, Inc. | Digital Realty Trust, Inc. | 2025-04-30 | Removed / first absent |
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| Block, Inc. | Block, Inc. | 2025-04-30 | Removed / first absent |
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| Principal Financial Group, Inc. | Principal Financial Group, Inc. | 2025-04-30 | Removed / first absent |
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| KKR & Co., Inc. | KKR & Co., Inc. | 2025-04-30 | Removed / first absent |
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| Sarepta Therapeutics, Inc. | Sarepta Therapeutics, Inc. | 2025-07-31 | Removed / first absent |
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| Alexandria Real Estate Equities, Inc. | Alexandria Real Estate Equities, Inc. | 2025-10-31 | Removed / first absent |
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| PG&E Corp. | PG&E Corp. | 2026-01-31 | Removed / first absent |
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| JPMorgan U.S. Government Money Market Fund | JPMorgan U.S. Government Money Market Fund | 2026-04-30 | Removed / first absent |
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| Uber Technologies, Inc. | Uber Technologies, Inc. | 2025-10-31 | Removed / first absent |
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| Fair Isaac Corp. | Fair Isaac Corp. | 2025-07-31 | Removed / first absent |
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| Truist Financial Corp. | Truist Financial Corp. | 2026-04-30 | Removed / first absent |
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| Marvell Technology, Inc. | Marvell Technology, Inc. | 2025-04-30 | Removed / first absent |
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| Kenvue, Inc. | Kenvue, Inc. | 2026-01-31 | Removed / first absent |
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| Sirius XM Holdings, Inc. | Sirius XM Holdings, Inc. | 2025-04-30 | Removed / first absent |
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| Millrose Properties, Inc. | Millrose Properties, Inc. | 2025-04-30 | Removed / first absent |
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