 APPLE INCAAPL |
| 5.75% | 5.68% | $166.8M | 657,281 | $166.9M | 657,717 | -436-0.07% | Reduce |
 MICROSOFT CORPMSFT |
| 3.78% | 3.78% | $109.8M | 296,580 | $111.2M | 300,292 | -3,712-1.24% | Reduce |
 ALPHABET INCGOOGL |
| 3.78% | 3.81% | $109.8M | 381,685 | $112.1M | 389,695 | -8,010-2.06% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 3.36% | 3.32% | $97.4M | 97,796 | $97.4M | 97,796 | 00.00% | Unchanged |
 UNITED PARCEL SVCS INCUPS |
| 3.24% | 3.24% | $94.2M | 957,180 | $95.2M | 967,814 | -10,634-1.10% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.68% | 2.68% | $77.9M | 162,515 | $78.8M | 164,505 | -1,990-1.21% | Reduce |
 CHEVRON CORPORATIONCVX |
| 2.21% | 2.19% | $64.2M | 310,533 | $64.4M | 311,474 | -941-0.30% | Reduce |
 ARISTA NETWORKS INCANET |
| 2.16% | 2.15% | $62.8M | 511,224 | $63.2M | 514,469 | -3,245-0.63% | Reduce |
 INTEL CORPINTC |
| 1.83% | 0.6% | $53.2M | 380,127 | $17.6M | 398,521 | -18,394-4.62% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.8% | 1.78% | $52.3M | 177,945 | $52.3M | 177,945 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.78% | 1.76% | $51.6M | 211,196 | $51.6M | 211,196 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.69% | 1.67% | $49.0M | 288,961 | $49.1M | 289,161 | -200-0.07% | Reduce |
 LOWES COS INC COMLOW |
| 1.57% | 1.55% | $45.5M | 192,590 | $45.7M | 193,222 | -632-0.33% | Reduce |
 CORTEVA INC COMCTVA |
| 1.4% | 1.43% | $40.6M | 484,754 | $42.0M | 501,539 | -16,785-3.35% | Reduce |
 RTX CORPORATIONRTX |
| 1.33% | 1.36% | $38.6M | 199,885 | $40.0M | 207,240 | -7,355-3.55% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.32% | 1.3% | $38.3M | 133,548 | $38.3M | 133,548 | 00.00% | Unchanged |
 ALLISON TRANSMISSION HLDGS IALSN |
| 1.29% | 1.31% | $37.4M | 319,880 | $38.5M | 329,022 | -9,142-2.78% | Reduce |
 AMAZON COM INCAMZN |
| 1.28% | 1.27% | $37.2M | 178,810 | $37.3M | 179,200 | -390-0.22% | Reduce |
| FFASTENAL CO COMFAST |
| 1.25% | 1.23% | $36.1M | 778,922 | $36.2M | 781,022 | -2,100-0.27% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 1.24% | 1.25% | $35.9M | 274,122 | $36.7M | 280,272 | -6,150-2.19% | Reduce |
 ORACLE CORPORCL |
| 1.23% | 1.21% | $35.6M | 242,153 | $35.6M | 242,153 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 1.21% | 1.24% | $35.1M | 116,104 | $36.5M | 120,569 | -4,465-3.70% | Reduce |
 WELLS FARGO CO NEWWFC |
| 1.18% | 1.19% | $34.2M | 429,114 | $34.8M | 437,593 | -8,479-1.94% | Reduce |
 EMERSON ELEC COEMR |
| 1.11% | 1.1% | $32.3M | 246,310 | $32.3M | 246,310 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.1% | 1.09% | $31.9M | 146,522 | $31.9M | 146,672 | -150-0.10% | Reduce |
 MCKESSON CORP COMMCK |
| 1.06% | 1.08% | $30.7M | 35,433 | $31.7M | 36,643 | -1,210-3.30% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.98% | 1.03% | $28.6M | 105,552 | $30.1M | 111,352 | -5,800-5.21% | Reduce |
| SSPDR GOLD TRGLD |
| 0.98% | 1% | $28.4M | 66,001 | $29.5M | 68,511 | -2,510-3.66% | Reduce |
 TRACTOR SUPPLY CO COMTSCO |
| 0.98% | 0.96% | $28.3M | 624,857 | $28.3M | 624,857 | 00.00% | Unchanged |
 CISCO SYS INCCSCO |
| 0.96% | 0.95% | $27.8M | 358,355 | $27.8M | 358,355 | 00.00% | Unchanged |
 DUPONT DE NEMOURS INCDD |
| 0.95% | 0.32% | $27.5M | 202,334 | $9.3M | 202,334 | 00.00% | Unchanged |
 SLB LIMITEDSLB |
| 0.93% | 0.97% | $27.0M | 525,026 | $28.6M | 556,159 | -31,133-5.60% | Reduce |
 CATERPILLAR INCCAT |
| 0.92% | 0.91% | $26.8M | 37,800 | $26.8M | 37,800 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 0.89% | 0.88% | $25.9M | 78,754 | $25.9M | 78,754 | 00.00% | Unchanged |
 LABCORP HOLDINGS INCECL |
| 0.89% | 0.94% | $25.8M | 96,867 | $27.5M | 103,217 | -6,350-6.15% | Reduce |
 MCDONALDS CORPMCD |
| 0.83% | 0.82% | $24.2M | 77,783 | $24.2M | 77,783 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 0.82% | 0.81% | $23.8M | 26,562 | $23.8M | 26,562 | 00.00% | Unchanged |
 ACCENTURE PLC IRELANDACN |
| 0.8% | 1.29% | $23.1M | 186,586 | $38.0M | 191,422 | -4,836-2.53% | Reduce |
 PEPSICO INCPEP |
| 0.8% | 0.81% | $23.1M | 148,732 | $23.8M | 153,540 | -4,808-3.13% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.78% | 0.77% | $22.6M | 80,202 | $22.7M | 80,302 | -100-0.12% | Reduce |
| EENTEGRIS INCENTG |
| 0.73% | 0.76% | $21.1M | 180,139 | $22.4M | 191,212 | -11,073-5.79% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.72% | 0.72% | $21.0M | 145,253 | $21.0M | 145,453 | -200-0.14% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.71% | 0.7% | $20.7M | 201,149 | $20.7M | 201,299 | -150-0.07% | Reduce |
 ALBEMARLE CORPALB |
| 0.71% | 0.7% | $20.5M | 114,365 | $20.5M | 114,365 | 00.00% | Unchanged |
 EDWARDS LIFESCIENCES CORPEW |
| 0.69% | 0.68% | $20.1M | 250,452 | $20.1M | 250,452 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.69% | 0.68% | $19.9M | 154,670 | $19.9M | 154,670 | 00.00% | Unchanged |
 MONDELEZ INTL INC CL AMDLZ |
| 0.67% | 0.68% | $19.4M | 335,801 | $19.9M | 345,672 | -9,871-2.86% | Reduce |
 SYSCO CORP COMSYY |
| 0.62% | 0.66% | $18.1M | 254,246 | $19.5M | 273,240 | -18,994-6.95% | Reduce |
 WALMART INCWMT |
| 0.62% | 0.62% | $18.0M | 145,004 | $18.1M | 145,454 | -450-0.31% | Reduce |
 META PLATFORMS INCMETA |
| 0.62% | 0.61% | $17.9M | 31,284 | $17.9M | 31,284 | 00.00% | Unchanged |
