 APPLE INCAAPL |
| 4.99% | 4.85% | $82.3M | 284,321 | $72.8M | 286,939 | -2,618-0.91% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 3.96% | 3.17% | $65.2M | 94,960 | $47.6M | 79,715 | +15,245+19.12% | Add |
| AAlphabet Inc Class CGOOG |
| 3.59% | 3.47% | $59.1M | 167,341 | $52.2M | 181,865 | -14,524-7.99% | Reduce |
 AMAZON COM INCAMZN |
| 3.42% | 3.47% | $56.3M | 236,311 | $52.1M | 250,179 | -13,868-5.54% | Reduce |
 MICROSOFT CORPMSFT |
| 3.26% | 3.37% | $53.7M | 143,994 | $50.7M | 136,974 | +7,020+5.13% | Add |
 PALO ALTOPANW |
| 2.8% | 1.47% | $46.1M | 135,164 | $22.1M | 137,689 | -2,525-1.83% | Reduce |
 VISA INCV |
| 2.74% | 2.68% | $45.1M | 131,573 | $40.2M | 133,083 | -1,510-1.13% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.33% | 1.92% | $38.4M | 191,826 | $28.9M | 165,659 | +26,167+15.80% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.04% | 1.91% | $33.7M | 45,064 | $28.7M | 44,183 | +881+1.99% | Add |
 UNION PAC CORPUNP |
| 1.97% | 1.98% | $32.4M | 119,221 | $29.7M | 122,497 | -3,276-2.67% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 1.87% | 1.55% | $30.8M | 62,263 | $23.3M | 64,894 | -2,631-4.05% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.75% | 1.81% | $28.8M | 57,497 | $27.1M | 56,634 | +863+1.52% | Add |
 ECOLAB INCECL |
| 1.5% | 1.58% | $24.7M | 88,605 | $23.8M | 89,427 | -822-0.92% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.41% | 1.62% | $23.2M | 73,821 | $24.3M | 73,919 | -98-0.13% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.41% | 1.63% | $23.2M | 57,068 | $24.4M | 57,457 | -389-0.68% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.39% | 1.64% | $22.9M | 260,532 | $24.6M | 265,125 | -4,593-1.73% | Reduce |
 ELI LILLY & COLLY |
| 1.33% | 1.15% | $22.0M | 18,325 | $17.3M | 18,845 | -520-2.76% | Reduce |
| VVANGUARD INDEX FDSVXF |
| 1.27% | 1% | $20.9M | 84,873 | $15.1M | 73,155 | +11,718+16.02% | Add |
 IQVIA HLDGS INCIQV |
| 1.26% | 1.32% | $20.7M | 107,121 | $19.9M | 116,617 | -9,496-8.14% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.24% | 1.4% | $20.3M | 69,393 | $21.0M | 72,226 | -2,833-3.92% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.21% | 1.32% | $19.9M | 39,623 | $19.8M | 40,308 | -685-1.70% | Reduce |
 ALPHABET INCGOOGL |
| 1.19% | 1.09% | $19.5M | 54,693 | $16.4M | 57,134 | -2,441-4.27% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 1.17% | 1.38% | $19.3M | 118,246 | $20.7M | 119,861 | -1,615-1.35% | Reduce |
 ABBVIE INCABBV |
| 1.06% | 1.03% | $17.5M | 69,593 | $15.5M | 71,162 | -1,569-2.20% | Reduce |
 EATON CORP PLCETN |
| 1.06% | 0.98% | $17.5M | 41,088 | $14.7M | 41,157 | -69-0.17% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.05% | 1.12% | $17.3M | 68,219 | $16.8M | 68,879 | -660-0.96% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.03% | 1.12% | $17.0M | 102,145 | $16.9M | 97,181 | +4,964+5.11% | Add |
 CHEVRON CORPORATIONCVX |
| 1.02% | 1.43% | $16.8M | 101,289 | $21.5M | 103,685 | -2,396-2.31% | Reduce |
| VVANGUARD MALVERN FDSVTIP |
| 1.01% | 1% | $16.6M | 330,842 | $15.1M | 301,326 | +29,516+9.80% | Add |
 ASML HLDG NVASML |
| 0.97% | 0.68% | $15.9M | 7,993 | $10.3M | 7,789 | +204+2.62% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.96% | 0.97% | $15.8M | 70,744 | $14.5M | 71,514 | -770-1.08% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.92% | 0.86% | $15.1M | 16,179 | $12.9M | 12,948 | +3,231+24.95% | Add |
 JPMORGAN CHASE & COJPM |
| 0.91% | 0.91% | $15.0M | 45,858 | $13.7M | 46,693 | -835-1.79% | Reduce |
 SERVICENOW INCNOW |
| 0.89% | 1.01% | $14.7M | 148,037 | $15.1M | 144,832 | +3,205+2.21% | Add |
 IDEXX LABS INC COMIDXX |
| 0.88% | 0.99% | $14.5M | 27,571 | $14.8M | 26,344 | +1,227+4.66% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.86% | 0.87% | $14.2M | 14,533 | $13.0M | 14,545 | -12-0.08% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.85% | 0.91% | $13.9M | 58,935 | $13.7M | 63,914 | -4,979-7.79% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.84% | 0.77% | $13.9M | 37,495 | $11.6M | 36,033 | +1,462+4.06% | Add |
 APTARGROUP INCATR |
| 0.77% | 1.26% | $12.7M | 101,119 | $18.9M | 149,972 | -48,853-32.57% | Reduce |
 META PLATFORMS INCMETA |
| 0.76% | 0.84% | $12.5M | 22,137 | $12.6M | 22,027 | +110+0.50% | Add |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.7% | 0.68% | $11.5M | 43,560 | $10.2M | 48,827 | -5,267-10.79% | Reduce |
 XYLEM INCXYL |
| 0.66% | 0.71% | $10.8M | 91,480 | $10.6M | 89,099 | +2,381+2.67% | Add |
 PEPSICO INCPEP |
| 0.64% | 0.64% | $10.5M | 77,794 | $9.6M | 61,826 | +15,968+25.83% | Add |
 TJX COS INC NEWTJX |
| 0.61% | 0.57% | $10.0M | 66,070 | $8.6M | 53,732 | +12,338+22.96% | Add |
 SALESFORCE INCCRM |
| 0.58% | 1.05% | $9.6M | 61,293 | $15.7M | 84,239 | -22,946-27.24% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.58% | 0.53% | $9.6M | 65,388 | $8.0M | 55,462 | +9,926+17.90% | Add |
| VVanEck Russia ETFBBH |
| 0.57% | 0.43% | $9.4M | 90,357 | $6.5M | 67,155 | +23,202+34.55% | Add |
 LINCOLN ELEC HLDGS INCLECO |
| 0.55% | 0.57% | $9.1M | 34,226 | $8.5M | 34,241 | -15-0.04% | Reduce |
 ROPER TECHNOLOGIES INCROP |
| 0.53% | 0.86% | $8.8M | 26,022 | $13.0M | 36,675 | -10,653-29.05% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 0.53% | 0.33% | $8.7M | 6,321 | $5.0M | 4,544 | +1,777+39.11% | Add |
