 AMPHENOL CORPAPH |
| 9.96% | 8.05% | $63.3M | 358,775 | $47.0M | 371,890 | -13,115-3.53% | Reduce |
 AMETEK INC COMAME |
| 6.58% | 6.62% | $41.8M | 172,755 | $38.6M | 180,304 | -7,549-4.19% | Reduce |
 VERTIV HOLDINGS COVRT |
| 4.1% | 3.54% | $26.1M | 77,849 | $20.7M | 82,439 | -4,590-5.57% | Reduce |
 IDEX CORPIEX |
| 4.08% | 3.83% | $25.9M | 114,167 | $22.4M | 117,999 | -3,832-3.25% | Reduce |
 DANAHER CORP DEL COMDHR |
| 3.67% | 4.1% | $23.3M | 122,583 | $23.9M | 126,206 | -3,623-2.87% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.98% | 3.24% | $18.9M | 37,791 | $18.9M | 38,509 | -718-1.86% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 2.72% | 2.8% | $17.3M | 75,408 | $16.3M | 75,490 | -82-0.11% | Reduce |
 XYLEM INCXYL |
| 2.5% | 2.82% | $15.9M | 134,363 | $16.5M | 137,928 | -3,565-2.58% | Reduce |
 APTARGROUP INCATR |
| 2.49% | 2.83% | $15.8M | 126,187 | $16.5M | 131,282 | -5,095-3.88% | Reduce |
 DONALDSON INCDCI |
| 2.48% | 2.63% | $15.7M | 175,444 | $15.4M | 181,180 | -5,736-3.17% | Reduce |
 NVENT ELECTRIC PLCNVT |
| 2.13% | 1.66% | $13.5M | 79,717 | $9.7M | 81,796 | -2,079-2.54% | Reduce |
 ROPER TECHNOLOGIES INCROP |
| 2.13% | 2.54% | $13.5M | 39,955 | $14.8M | 41,945 | -1,990-4.74% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.08% | 0.68% | $13.2M | 11,450 | $4.0M | 11,794 | -344-2.92% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 1.93% | 1.55% | $12.3M | 6,182 | $9.0M | 6,556 | -374-5.70% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 1.79% | 2.01% | $11.4M | 146,058 | $11.7M | 149,538 | -3,480-2.33% | Reduce |
| FFISERV INCFISV |
| 1.78% | 2.37% | $11.3M | 230,550 | $13.8M | 248,102 | -17,552-7.07% | Reduce |
 NORDSON CORPNDSN |
| 1.77% | 1.78% | $11.3M | 37,378 | $10.4M | 39,072 | -1,694-4.34% | Reduce |
 LANDSTAR SYS INCLSTR |
| 1.74% | 1.52% | $11.1M | 53,452 | $8.8M | 55,169 | -1,717-3.11% | Reduce |
| RRBC BEARINGS INCRBC |
| 1.69% | 1.67% | $10.7M | 16,672 | $9.7M | 17,904 | -1,232-6.88% | Reduce |
 GRACO INCGGG |
| 1.69% | 2.15% | $10.7M | 141,828 | $12.6M | 148,326 | -6,498-4.38% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 1.65% | 1.97% | $10.5M | 58,351 | $11.5M | 60,545 | -2,194-3.62% | Reduce |
| FFASTENAL CO COMFAST |
| 1.5% | 1.52% | $9.5M | 198,002 | $8.9M | 190,851 | +7,151+3.75% | Add |
 RPM INTL INCRPM |
| 1.5% | 1.5% | $9.5M | 85,463 | $8.8M | 88,060 | -2,597-2.95% | Reduce |
 ECOLAB INCECL |
| 1.48% | 1.5% | $9.4M | 33,673 | $8.8M | 32,985 | +688+2.09% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.45% | 1.7% | $9.2M | 9,821 | $9.9M | 9,964 | -143-1.44% | Reduce |
 CHURCH & DWIGHTCHD |
| 1.16% | 1.29% | $7.4M | 76,358 | $7.5M | 80,528 | -4,170-5.18% | Reduce |
 ASSURANT INCAIZ |
| 1.15% | 1.04% | $7.3M | 27,173 | $6.1M | 27,817 | -644-2.32% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.1% | 1.07% | $7.0M | 21,421 | $6.2M | 21,140 | +281+1.33% | Add |
 CLEAN HARBORS INCCLH |
| 1.02% | 1.15% | $6.5M | 21,597 | $6.7M | 23,432 | -1,835-7.83% | Reduce |
 FORTIVE CORP COMFTV |
| 0.95% | 0.97% | $6.0M | 98,494 | $5.7M | 102,594 | -4,100-4.00% | Reduce |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.94% | 1.07% | $6.0M | 75,668 | $6.3M | 79,078 | -3,410-4.31% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.88% | 0.79% | $5.6M | 26,281 | $4.6M | 24,043 | +2,238+9.31% | Add |
| CCSW INDUSTRIALS INCCSW |
| 0.82% | 0.85% | $5.2M | 18,660 | $5.0M | 19,074 | -414-2.17% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.82% | 0.94% | $5.2M | 12,745 | $5.5M | 12,958 | -213-1.64% | Reduce |
 MSA SAFETY INCMSA |
| 0.81% | 0.83% | $5.1M | 29,466 | $4.9M | 29,726 | -260-0.87% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.8% | 1.08% | $5.1M | 37,198 | $6.3M | 37,198 | 00.00% | Unchanged |
 VERALTO CORP COM SHSVLTO |
| 0.72% | 0.82% | $4.6M | 51,908 | $4.8M | 54,199 | -2,291-4.23% | Reduce |
 MICROSOFT CORPMSFT |
| 0.69% | 0.74% | $4.4M | 11,669 | $4.3M | 11,669 | 00.00% | Unchanged |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 0.67% | 1.17% | $4.2M | 109,199 | $6.8M | 145,745 | -36,546-25.08% | Reduce |
| UUFP TECHNOLOGIES INCUFPT |
| 0.65% | 0.55% | $4.1M | 15,484 | $3.2M | 16,604 | -1,120-6.75% | Reduce |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.64% | 0.59% | $4.1M | 12,007 | $3.4M | 12,871 | -864-6.71% | Reduce |
 US BANCORPUSB |
| 0.61% | 0.61% | $3.9M | 64,669 | $3.6M | 68,606 | -3,937-5.74% | Reduce |
 ABBVIE INCABBV |
| 0.61% | 0.57% | $3.9M | 15,325 | $3.3M | 15,343 | -18-0.12% | Reduce |
 APPLE INCAAPL |
| 0.59% | 0.57% | $3.8M | 13,048 | $3.3M | 13,008 | +40+0.31% | Add |
 KADANT INCKAI |
| 0.57% | 0.58% | $3.6M | 11,464 | $3.4M | 11,626 | -162-1.39% | Reduce |
 GENERAC HLDGS INCGNRC |
| 0.56% | 0.41% | $3.6M | 12,179 | $2.4M | 12,346 | -167-1.35% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.56% | 0.61% | $3.6M | 14,020 | $3.5M | 14,466 | -446-3.08% | Reduce |
 WATERS CORPWAT |
| 0.48% | 0.42% | $3.1M | 8,136 | $2.5M | 8,267 | -131-1.58% | Reduce |
| RREGAL REXNORD CORPORATION COMRRX |
| 0.47% | 0.39% | $3.0M | 12,632 | $2.3M | 12,241 | +391+3.19% | Add |
 APPLIED MATLS INCAMAT |
| 0.46% | 0.23% | $2.9M | 4,010 | $1.4M | 4,010 | 00.00% | Unchanged |
