SROI 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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| Veeva Systems Inc | Veeva Systems Inc | 2026-04-30 | Added / first present |
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| Veralto Corp | Veralto Corp | 2026-04-30 | Added / first present |
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| Caterpillar Inc | Caterpillar Inc | 2026-01-31 | Added / first present |
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| Eli Lilly & Co | Eli Lilly & Co | 2026-01-31 | Added / first present |
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| American Express Co | American Express Co | 2026-01-31 | Added / first present |
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| Cintas Corp | Cintas Corp | 2026-01-31 | Added / first present |
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| Arista Networks Inc | Arista Networks Inc | 2026-01-31 | Added / first present |
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| Amazon.com Inc | Amazon.com Inc | 2025-10-31 | Added / first present |
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| Netflix Inc | Netflix Inc | 2025-10-31 | Added / first present |
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| Motorola Solutions Inc | Motorola Solutions Inc | 2025-10-31 | Added / first present |
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| Cadence Design Systems Inc | Cadence Design Systems Inc | 2025-10-31 | Added / first present |
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| Old Dominion Freight Line Inc | Old Dominion Freight Line Inc | 2025-10-31 | Added / first present |
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| Booking Holdings Inc | Booking Holdings Inc | 2025-10-31 | Added / first present |
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| Sherwin-Williams Co/The | Sherwin-Williams Co/The | 2025-10-31 | Added / first present |
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| GE HealthCare Technologies Inc | GE HealthCare Technologies Inc | 2025-07-31 | Added / first present |
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| Chipotle Mexican Grill Inc | Chipotle Mexican Grill 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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| Oracle Corp | Oracle Corp | 2025-04-30 | Added / first present |
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| Palo Alto Networks Inc | Palo Alto Networks Inc | 2025-04-30 | Added / first present |
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| Bentley Systems Inc | Bentley Systems Inc | 2025-04-30 | Added / first present |
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| Fiserv Inc | Fiserv Inc | 2024-10-31 | Added / first present |
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| Broadcom Inc | Broadcom Inc | 2024-10-31 | Added / first present |
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| Ferguson Enterprises Inc | Ferguson Enterprises Inc | 2024-10-31 | Added / first present |
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| S&P Global Inc | S&P Global Inc | 2024-07-31 | Added / first present |
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| MercadoLibre Inc | MercadoLibre Inc | 2024-07-31 | Added / first present |
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| Colgate-Palmolive Co | Colgate-Palmolive Co | 2024-04-30 | Added / first present |
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| UnitedHealth Group Inc | UnitedHealth Group Inc | 2024-01-31 | Added / first present |
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| Zoetis Inc | Zoetis Inc | 2024-01-31 | Added / first present |
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| Sempra | Sempra | 2024-01-31 | Added / first present |
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| Verisk Analytics Inc | Verisk Analytics Inc | 2024-01-31 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
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| Oracle Corp | Oracle Corp | 2026-01-31 | Removed / first absent |
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| Fiserv Inc | Fiserv Inc | 2025-10-31 | Removed / first absent |
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| UnitedHealth Group Inc | UnitedHealth Group Inc | 2025-07-31 | Removed / first absent |
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| Adobe Inc | Adobe Inc | 2025-04-30 | Removed / first absent |
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| Cisco Systems Inc | Cisco Systems Inc | 2024-04-30 | Removed / first absent |
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| Starbucks Corp | Starbucks Corp | 2024-07-31 | Removed / first absent |
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| Intuit Inc | Intuit Inc | 2024-10-31 | Removed / first absent |
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| NIKE Inc | NIKE Inc | 2024-04-30 | Removed / first absent |
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| Target Corp | Target Corp | 2025-01-31 | Removed / first absent |
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| MSCI Inc | MSCI Inc | 2024-07-31 | Removed / first absent |
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| Tractor Supply Co | Tractor Supply Co | 2026-04-30 | Removed / first absent |
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| Verizon Communications Inc | Verizon Communications Inc | 2025-10-31 | Removed / first absent |
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| CVS Health Corp | CVS Health Corp | 2024-01-31 | Removed / first absent |
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| United Parcel Service Inc | United Parcel Service Inc | 2024-01-31 | Removed / first absent |
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| PNC Financial Services Group Inc/The | PNC Financial Services Group Inc/The | 2024-07-31 | Removed / first absent |
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| Ball Corp | Ball Corp | 2026-01-31 | Removed / first absent |
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| McCormick & Co Inc/MD | McCormick & Co Inc/MD | 2024-01-31 | Removed / first absent |
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| LKQ Corp | LKQ Corp | 2024-07-31 | Removed / first absent |
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| BCE Inc | BCE Inc | 2025-01-31 | Removed / first absent |
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| Levi Strauss & Co | Levi Strauss & Co | 2024-01-31 | Removed / first absent |
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