 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 19.7% | 17.3% | $17.7M | 58,200 | $17.8M | 63,750 | -5,550-8.71% | Reduce |
 MICROSOFT CORPMSFT |
| 7.92% | 8.55% | $7.1M | 14,700 | $8.8M | 17,000 | -2,300-13.53% | Reduce |
 AMAZON COM INCAMZN |
| 7.64% | 6.61% | $6.9M | 29,700 | $6.8M | 31,000 | -1,300-4.19% | Reduce |
 UNION PAC CORPUNP |
| 7.19% | 6.67% | $6.5M | 27,917 | $6.9M | 29,055 | -1,138-3.92% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 6.45% | 5.51% | $5.8M | 20,150 | $5.7M | 21,850 | -1,700-7.78% | Reduce |
 DANAHER CORP DEL COMDHR |
| 6.41% | 5.87% | $5.8M | 25,150 | $6.0M | 30,500 | -5,350-17.54% | Reduce |
 VISA INCV |
| 5.78% | 3.95% | $5.2M | 14,800 | $4.1M | 11,900 | +2,900+24.37% | Add |
 MASTERCARD INCORPORATEDMA |
| 5.76% | 7.76% | $5.2M | 9,050 | $8.0M | 14,050 | -5,000-35.59% | Reduce |
 FERRARI N V COMRACE |
| 5.5% | 5.92% | $4.9M | 13,350 | $6.1M | 12,550 | +800+6.37% | Add |
 AMERICAN FINANCIAL GROUP INCAFG |
| 5.28% | 5.85% | $4.7M | 34,700 | $6.0M | 41,300 | -6,600-15.98% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 5.01% | 3.84% | $4.5M | 20,200 | $4.0M | 17,600 | +2,600+14.77% | Add |
 CME GROUP INCCME |
| 4.67% | 4.7% | $4.2M | 15,350 | $4.8M | 17,900 | -2,550-14.25% | Reduce |
 META PLATFORMS INCMETA |
| 4.38% | 3.85% | $3.9M | 5,950 | $4.0M | 5,400 | +550+10.19% | Add |
 SYNOPSYS INCSNPS |
| 4.16% | 4.07% | $3.7M | 7,950 | $4.2M | 8,500 | -550-6.47% | Reduce |
 GE AEROSPACEGE |
| 4.15% | 4.63% | $3.7M | 12,100 | $4.8M | 15,850 | -3,750-23.66% | Reduce |
