 NVIDIA CORPORATIONNVDA |
| 3.28% | 3.91% | $6.7M | 33,456 | $6.5M | 37,088 | -3,632-9.79% | Reduce |
 LAM RESEARCH CORPLRCX |
| 3.05% | 2.44% | $6.2M | 14,345 | $4.0M | 18,937 | -4,592-24.25% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.24% | 1.2% | $4.6M | 7,884 | $2.0M | 9,757 | -1,873-19.20% | Reduce |
 AMPHENOL CORPAPH |
| 2.07% | 2.02% | $4.2M | 23,932 | $3.3M | 26,511 | -2,579-9.73% | Reduce |
 CATERPILLAR INCCAT |
| 1.78% | 1.73% | $3.6M | 3,413 | $2.9M | 4,039 | -626-15.50% | Reduce |
 APPLE INCAAPL |
| 1.78% | 2.09% | $3.6M | 12,560 | $3.5M | 13,650 | -1,090-7.99% | Reduce |
 WALMART INCWMT |
| 1.75% | 2.5% | $3.6M | 31,449 | $4.1M | 33,304 | -1,855-5.57% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.71% | 1.9% | $3.5M | 8,801 | $3.1M | 9,895 | -1,094-11.06% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.7% | 2.03% | $3.5M | 10,618 | $3.4M | 11,447 | -829-7.24% | Reduce |
 WW GRAINGER INCGWW |
| 1.65% | 1.75% | $3.4M | 2,475 | $2.9M | 2,655 | -180-6.78% | Reduce |
 AMAZON COM INCAMZN |
| 1.6% | 1.85% | $3.3M | 13,697 | $3.1M | 14,680 | -983-6.70% | Reduce |
 ALPHABET INCGOOGL |
| 1.53% | — | $3.1M | 8,759 | $0 | 0 | +8,759 | New Buy |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.52% | 2.15% | $3.1M | 3,323 | $3.6M | 3,569 | -246-6.89% | Reduce |
 BROADCOM INCAVGO |
| 1.49% | — | $3.0M | 8,055 | $0 | 0 | +8,055 | New Buy |
 AMERICAN EXPRESS COAXP |
| 1.39% | 1.63% | $2.8M | 8,367 | $2.7M | 8,944 | -577-6.45% | Reduce |
 CISCO SYS INCCSCO |
| 1.36% | 1.35% | $2.8M | 23,554 | $2.2M | 28,756 | -5,202-18.09% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 1.31% | 1.52% | $2.7M | 16,461 | $2.5M | 17,597 | -1,136-6.46% | Reduce |
 AFLAC INC COMAFL |
| 1.31% | 1.61% | $2.7M | 22,767 | $2.7M | 24,329 | -1,562-6.42% | Reduce |
 VISA INCV |
| 1.3% | — | $2.7M | 7,758 | $0 | 0 | +7,758 | New Buy |
 EMERSON ELEC COEMR |
| 1.29% | 1.54% | $2.6M | 18,425 | $2.6M | 19,523 | -1,098-5.62% | Reduce |
 AMGEN INC COMAMGN |
| 1.25% | 1.61% | $2.5M | 7,028 | $2.7M | 7,574 | -546-7.21% | Reduce |
 ILLINOIS TOOLITW |
| 1.19% | 1.49% | $2.4M | 8,986 | $2.5M | 9,481 | -495-5.22% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.18% | 1.55% | $2.4M | 26,139 | $2.6M | 27,826 | -1,687-6.06% | Reduce |
 HUBBELL INCHUBB |
| 1.16% | 1.43% | $2.4M | 4,536 | $2.4M | 4,832 | -296-6.13% | Reduce |
 CENCORA INCCOR |
| 1.16% | 1.69% | $2.4M | 8,352 | $2.8M | 8,912 | -560-6.28% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.13% | 1.55% | $2.3M | 7,318 | $2.6M | 7,793 | -475-6.10% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.11% | 1.44% | $2.3M | 8,955 | $2.4M | 9,754 | -799-8.19% | Reduce |
| FFASTENAL CO COMFAST |
| 1.08% | 1.32% | $2.2M | 45,729 | $2.2M | 47,246 | -1,517-3.21% | Reduce |
 ABBVIE INCABBV |
| 1.04% | — | $2.1M | 8,449 | $0 | 0 | +8,449 | New Buy |
 CHEVRON CORPORATIONCVX |
| 1.04% | 1.73% | $2.1M | 12,806 | $2.9M | 13,876 | -1,070-7.71% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.04% | 1.21% | $2.1M | 6,142 | $2.0M | 6,240 | -98-1.57% | Reduce |
 CHURCH & DWIGHTCHD |
| 1.03% | 1.3% | $2.1M | 21,762 | $2.2M | 23,081 | -1,319-5.71% | Reduce |
 SNAP ON INCSNA |
| 1.03% | 1.24% | $2.1M | 5,198 | $2.1M | 5,653 | -455-8.05% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.02% | 1.28% | $2.1M | 14,170 | $2.1M | 14,624 | -454-3.10% | Reduce |
 CARLISLE COS INCCSL |
| 1% | 1.18% | $2.0M | 5,636 | $2.0M | 5,855 | -219-3.74% | Reduce |
 MICROSOFT CORPMSFT |
| 1% | 1.31% | $2.0M | 5,471 | $2.2M | 5,873 | -402-6.84% | Reduce |
 EXXON MOBIL CORPXOM |
| 1% | 1.69% | $2.0M | 14,901 | $2.8M | 16,520 | -1,619-9.80% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1% | 1.29% | $2.0M | 4,052 | $2.1M | 4,331 | -279-6.44% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.97% | 1.1% | $2.0M | 21,657 | $1.8M | 21,303 | +354+1.66% | Add |
 ORACLE CORPORCL |
| 0.97% | — | $2.0M | 13,538 | $0 | 0 | +13,538 | New Buy |
 ECOLAB INCECL |
| 0.97% | 1.2% | $2.0M | 7,109 | $2.0M | 7,476 | -367-4.91% | Reduce |
 PEPSICO INCPEP |
| 0.94% | 1.38% | $1.9M | 14,156 | $2.3M | 14,710 | -554-3.77% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.92% | 1.2% | $1.9M | 6,414 | $2.0M | 6,862 | -448-6.53% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.91% | 0.95% | $1.9M | 4,994 | $1.6M | 4,812 | +182+3.78% | Add |
 MCDONALDS CORPMCD |
| 0.91% | 1.32% | $1.8M | 6,838 | $2.2M | 7,053 | -215-3.05% | Reduce |
 LOWES COS INC COMLOW |
| 0.89% | 0.81% | $1.8M | 8,203 | $1.3M | 5,650 | +2,553+45.19% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.88% | 1.01% | $1.8M | 8,038 | $1.7M | 8,210 | -172-2.10% | Reduce |
 RTX CORPORATIONRTX |
| 0.88% | — | $1.8M | 9,467 | $0 | 0 | +9,467 | New Buy |
 TEXAS INSTRS INCTXN |
| 0.87% | 0.73% | $1.8M | 5,949 | $1.2M | 6,184 | -235-3.80% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.86% | — | $1.8M | 9,861 | $0 | 0 | +9,861 | New Buy |
