 NVIDIA CORPORATIONNVDA |
| 20.76% | 20.83% | $169.7M | 848,222 | $149.4M | 858,770 | -10,548-1.23% | Reduce |
 APPLE INCAAPL |
| 8.89% | 8.94% | $72.7M | 251,126 | $64.1M | 252,519 | -1,393-0.55% | Reduce |
 ALPHABET INCGOOGL |
| 8.42% | 7.76% | $68.8M | 192,561 | $55.7M | 193,280 | -719-0.37% | Reduce |
 PALO ALTOPANW |
| 5.34% | 2.79% | $43.6M | 127,941 | $20.0M | 125,279 | +2,662+2.12% | Add |
 VISA INCV |
| 4.94% | 4.9% | $40.4M | 117,613 | $35.2M | 116,475 | +1,138+0.98% | Add |
 STRYKER CORPORATIONSYK |
| 3.63% | 4% | $29.7M | 94,225 | $28.7M | 87,224 | +7,001+8.03% | Add |
 AMAZON COM INCAMZN |
| 2.99% | 2.89% | $24.4M | 102,422 | $20.7M | 99,752 | +2,670+2.68% | Add |
 CASEYS GEN STORES INCCASY |
| 2.97% | 3.03% | $24.3M | 30,585 | $21.7M | 29,846 | +739+2.48% | Add |
 ABBOTT LABORATORIESABT |
| 2.8% | 3.32% | $22.9M | 252,404 | $23.8M | 231,296 | +21,108+9.13% | Add |
| AAlphabet Inc Class CGOOG |
| 2.49% | 2.32% | $20.3M | 57,547 | $16.6M | 57,966 | -419-0.72% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 2.14% | 2.45% | $17.5M | 189,729 | $17.6M | 190,962 | -1,233-0.65% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 2.05% | 2.02% | $16.7M | 74,710 | $14.5M | 71,194 | +3,516+4.94% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 2.04% | 2.3% | $16.7M | 56,812 | $16.5M | 56,838 | -26-0.05% | Reduce |
 ECOLAB INCECL |
| 2.03% | 1.94% | $16.6M | 59,520 | $13.9M | 52,284 | +7,236+13.84% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.98% | 2.2% | $16.2M | 40,683 | $15.8M | 34,244 | +6,439+18.80% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 1.9% | 1.96% | $15.5M | 49,318 | $14.1M | 49,083 | +235+0.48% | Add |
 LOWES COS INC COMLOW |
| 1.87% | 2.43% | $15.3M | 69,382 | $17.5M | 73,997 | -4,615-6.24% | Reduce |
 ELI LILLY & COLLY |
| 1.77% | 1.15% | $14.5M | 12,093 | $8.2M | 8,951 | +3,142+35.10% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.66% | 2% | $13.6M | 14,503 | $14.4M | 14,429 | +74+0.51% | Add |
 EATON CORP PLCETN |
| 1.29% | 1.16% | $10.5M | 24,693 | $8.3M | 23,158 | +1,535+6.63% | Add |
 DANAHER CORP DEL COMDHR |
| 1.28% | 1.46% | $10.5M | 54,953 | $10.5M | 55,030 | -77-0.14% | Reduce |
 CANADIAN NATL RY COCNI |
| 1.07% | 1.04% | $8.7M | 73,054 | $7.5M | 72,646 | +408+0.56% | Add |
 MICROSOFT CORPMSFT |
| 1.06% | 1.06% | $8.7M | 23,204 | $7.6M | 20,595 | +2,609+12.67% | Add |
 RTX CORPORATIONRTX |
| 0.95% | 1.1% | $7.8M | 40,908 | $7.9M | 40,798 | +110+0.27% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.93% | — | $7.6M | 86,923 | $0 | 0 | +86,923 | New Buy |
 AMERICAN EXPRESS COAXP |
| 0.86% | 0.07% | $7.0M | 20,678 | $492,000 | 1,629 | +19,049+1,169.37% | Add |
 META PLATFORMS INCMETA |
| 0.84% | 0.98% | $6.8M | 12,126 | $7.0M | 12,288 | -162-1.32% | Reduce |
 STARBUCKS CORPSBUX |
| 0.78% | 0.94% | $6.4M | 62,662 | $6.8M | 75,229 | -12,567-16.70% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.73% | 0.59% | $5.9M | 61,784 | $4.2M | 58,547 | +3,237+5.53% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.71% | 0.79% | $5.8M | 23,002 | $5.7M | 23,173 | -171-0.74% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.62% | 0.64% | $5.1M | 15,544 | $4.6M | 15,584 | -40-0.26% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.58% | 1.25% | $4.8M | 140,314 | $9.0M | 279,707 | -139,393-49.84% | Reduce |
| DDUTCH BROS INCBROS |
| 0.54% | — | $4.4M | 61,521 | $0 | 0 | +61,521 | New Buy |
 NETFLIX INCNFLX |
| 0.52% | 0.54% | $4.3M | 59,922 | $3.9M | 40,249 | +19,673+48.88% | Add |
 HOME DEPOT INCHD |
| 0.43% | 0.5% | $3.5M | 9,950 | $3.6M | 10,926 | -976-8.93% | Reduce |
| PPAYCOM SOFTWARE INCPAYC |
| 0.43% | 1.16% | $3.5M | 27,756 | $8.3M | 68,391 | -40,635-59.42% | Reduce |
 ASML HLDG NVASML |
| 0.42% | 0.31% | $3.4M | 1,724 | $2.3M | 1,703 | +21+1.23% | Add |
 ASTRAZENECA PLCAZN |
| 0.35% | 0.39% | $2.9M | 15,165 | $2.8M | 14,274 | +891+6.24% | Add |
 PEPSICO INCPEP |
| 0.34% | 0.5% | $2.8M | 20,775 | $3.6M | 22,999 | -2,224-9.67% | Reduce |
 NOVO-NORDISK A SNVO |
| 0.34% | 1.06% | $2.8M | 57,796 | $7.6M | 206,349 | -148,553-71.99% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 0.31% | 0.47% | $2.5M | 4,086 | $3.4M | 4,391 | -305-6.95% | Reduce |
 MCDONALDS CORPMCD |
| 0.3% | 0.4% | $2.5M | 9,081 | $2.9M | 9,294 | -213-2.29% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.29% | 0.33% | $2.3M | 15,997 | $2.4M | 16,489 | -492-2.98% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.25% | 0.31% | $2.1M | 22,650 | $2.3M | 26,489 | -3,839-14.49% | Reduce |
 PAYCHEX INC COMPAYX |
| 0.24% | 0.49% | $2.0M | 20,359 | $3.5M | 38,063 | -17,704-46.51% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.23% | 0.21% | $1.9M | 4,749 | $1.5M | 4,732 | +17+0.36% | Add |
 SALESFORCE INCCRM |
| 0.23% | 0.86% | $1.8M | 11,779 | $6.2M | 33,091 | -21,312-64.40% | Reduce |
 WALMART INCWMT |
| 0.22% | 0.28% | $1.8M | 15,775 | $2.0M | 16,072 | -297-1.85% | Reduce |
 ABBVIE INCABBV |
| 0.22% | — | $1.8M | 7,026 | $0 | 0 | +7,026 | New Buy |
 GENERAC HLDGS INCGNRC |
| 0.2% | 0.15% | $1.6M | 5,628 | $1.1M | 5,568 | +60+1.08% | Add |
