 ALPHABET INCGOOGL |
| 7.48% | 6.78% | $100.5M | 281,206 | $86.9M | 302,362 | -21,156-7.00% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.39% | 8.02% | $99.4M | 496,572 | $102.9M | 590,120 | -93,548-15.85% | Reduce |
 AMAZON COM INCAMZN |
| 6.59% | 6.46% | $88.5M | 371,480 | $82.8M | 397,759 | -26,279-6.61% | Reduce |
 BROADCOM INCAVGO |
| 5.95% | 5.11% | $79.9M | 211,607 | $65.5M | 211,615 | -8-0.00% | Reduce |
 MICROSOFT CORPMSFT |
| 5.44% | 5.74% | $73.1M | 196,038 | $73.7M | 199,066 | -3,028-1.52% | Reduce |
 EATON CORP PLCETN |
| 3.98% | 2.92% | $53.5M | 125,494 | $37.5M | 104,891 | +20,603+19.64% | Add |
 AMPHENOL CORPAPH |
| 3.79% | 3.88% | $51.0M | 289,045 | $49.8M | 394,255 | -105,210-26.69% | Reduce |
 META PLATFORMS INCMETA |
| 3.76% | 3.89% | $50.5M | 89,680 | $49.9M | 87,175 | +2,505+2.87% | Add |
 PALO ALTOPANW |
| 2.99% | 1.03% | $40.1M | 117,695 | $13.2M | 82,344 | +35,351+42.93% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.73% | 3% | $36.7M | 71,468 | $38.5M | 77,112 | -5,644-7.32% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.5% | 0.46% | $33.6M | 70,276 | $5.9M | 17,398 | +52,878+303.93% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.33% | 2.53% | $31.2M | 62,312 | $32.4M | 65,914 | -3,602-5.46% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 2.24% | 2.51% | $30.1M | 17,747 | $32.1M | 18,592 | -845-4.54% | Reduce |
 APPLE INCAAPL |
| 2.19% | 3.45% | $29.4M | 101,610 | $44.3M | 174,443 | -72,833-41.75% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 2.18% | 2.31% | $29.3M | 164,481 | $29.7M | 7,047 | +157,434+2,234.06% | Add |
 TEXAS INSTRS INCTXN |
| 2.13% | 0.54% | $28.6M | 95,958 | $6.9M | 35,679 | +60,279+168.95% | Add |
 TJX COS INC NEWTJX |
| 2.11% | 3.25% | $28.4M | 187,408 | $41.7M | 261,059 | -73,651-28.21% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.08% | 2.24% | $27.9M | 55,746 | $28.7M | 59,889 | -4,143-6.92% | Reduce |
 AUTOZONE INCAZO |
| 2.07% | 2.47% | $27.8M | 8,714 | $31.6M | 9,369 | -655-6.99% | Reduce |
 ASML HLDG NVASML |
| 2.07% | 2.36% | $27.8M | 13,964 | $30.2M | 22,893 | -8,929-39.00% | Reduce |
 LINCOLN ELEC HLDGS INCLECO |
| 1.98% | 0.83% | $26.6M | 100,038 | $10.6M | 42,678 | +57,360+134.40% | Add |
 VISA INCV |
| 1.65% | 1.61% | $22.2M | 64,812 | $20.6M | 68,195 | -3,383-4.96% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.59% | 1.67% | $21.4M | 62,237 | $21.4M | 66,716 | -4,479-6.71% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.46% | 2.13% | $19.6M | 48,065 | $27.3M | 64,161 | -16,096-25.09% | Reduce |
 WASTE MGMT INC DELWM |
| 1.45% | 2.05% | $19.5M | 87,653 | $26.3M | 114,388 | -26,735-23.37% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.45% | — | $19.5M | 61,995 | $0 | 0 | +61,995 | New Buy |
 BJS WHSL CLUB HLDGS INCBJ |
| 1.05% | 1.34% | $14.1M | 161,253 | $17.2M | 175,059 | -13,806-7.89% | Reduce |
 INTUITINTU |
| 1.04% | 1.95% | $14.0M | 53,662 | $25.0M | 57,934 | -4,272-7.37% | Reduce |
 VISTRA CORPVST |
| 1.04% | 1.13% | $13.9M | 87,928 | $14.5M | 96,302 | -8,374-8.70% | Reduce |
 FEDERAL SIGNAL CORPFSS |
| 0.82% | 0.78% | $11.1M | 86,264 | $10.0M | 92,091 | -5,827-6.33% | Reduce |
 CME GROUP INCCME |
| 0.73% | 1.06% | $9.8M | 44,322 | $13.6M | 46,029 | -1,707-3.71% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 0.7% | 0.88% | $9.4M | 38,005 | $11.3M | 40,396 | -2,391-5.92% | Reduce |
 MCKESSON CORP COMMCK |
| 0.64% | 0.81% | $8.6M | 11,394 | $10.4M | 12,024 | -630-5.24% | Reduce |
 ORACLE CORPORCL |
| 0.63% | — | $8.4M | 57,341 | $0 | 0 | +57,341 | New Buy |
 JPMORGAN CHASE & COJPM |
| 0.62% | 0.59% | $8.3M | 25,346 | $7.6M | 25,769 | -423-1.64% | Reduce |
 HOME DEPOT INCHD |
| 0.6% | 0.59% | $8.0M | 22,707 | $7.6M | 23,128 | -421-1.82% | Reduce |
 CINTAS CORP COMCTAS |
| 0.53% | 0.8% | $7.2M | 42,116 | $10.2M | 60,495 | -18,379-30.38% | Reduce |
 UNION PAC CORPUNP |
| 0.53% | 0.5% | $7.1M | 26,270 | $6.4M | 26,543 | -273-1.03% | Reduce |
 VERISIGN INCVRSN |
| 0.51% | 0.98% | $6.8M | 26,980 | $12.5M | 50,497 | -23,517-46.57% | Reduce |
| BBADGER METER INCBMI |
| 0.44% | 0.53% | $6.0M | 40,185 | $6.8M | 44,418 | -4,233-9.53% | Reduce |
 BLACK HILLS CORPBKH |
| 0.41% | 0.41% | $5.5M | 74,336 | $5.2M | 75,098 | -762-1.01% | Reduce |
 BLACKROCK INC COMBLK |
| 0.37% | — | $4.9M | 5,136 | $0 | 0 | +5,136 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.36% | 0.48% | $4.9M | 29,290 | $6.1M | 29,720 | -430-1.45% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.36% | 0.34% | $4.8M | 11,572 | $4.4M | 16,222 | -4,650-28.66% | Reduce |
 MCDONALDS CORPMCD |
| 0.36% | 0.37% | $4.8M | 17,685 | $4.7M | 15,115 | +2,570+17.00% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 0.35% | 0.37% | $4.7M | 40,664 | $4.8M | 41,077 | -413-1.01% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.29% | $4.6M | 13,000 | $3.7M | 13,000 | 00.00% | Unchanged |
 ALTRIA GROUP INCMO |
| 0.34% | 0.43% | $4.6M | 63,608 | $5.5M | 83,531 | -19,923-23.85% | Reduce |
 FERRARI N V COMRACE |
| 0.33% | 0.33% | $4.4M | 11,811 | $4.3M | 12,643 | -832-6.58% | Reduce |
 NAPCO SEC TECHNOLOGIES INCNSSC |
| 0.31% | 0.37% | $4.1M | 109,200 | $4.7M | 120,530 | -11,330-9.40% | Reduce |
