 ALPHABET INCGOOGL |
| 6.91% | 8.21% | $284.9M | 797,098 | $416.7M | 1.4M | -651,923-44.99% | Reduce |
 MICROSOFT CORPMSFT |
| 6.67% | 8.55% | $275.0M | 737,144 | $433.5M | 1.2M | -433,865-37.05% | Reduce |
 AMAZON COM INCAMZN |
| 6.09% | 5.01% | $251.2M | 1.1M | $254.0M | 1.2M | -165,286-13.55% | Reduce |
 APPLE INCAAPL |
| 6.04% | 7.98% | $249.1M | 860,969 | $405.0M | 1.6M | -734,972-46.05% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.81% | 5.61% | $239.6M | 1.2M | $284.6M | 1.6M | -434,528-26.63% | Reduce |
 KLA CORPKLAC |
| 5.78% | 4.81% | $238.5M | 790,391 | $243.9M | 165,632 | +624,759+377.20% | Add |
 STRYKER CORPORATIONSYK |
| 4.5% | 4.51% | $185.7M | 589,670 | $228.8M | 696,367 | -106,697-15.32% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 4.5% | 3.96% | $185.6M | 539,035 | $200.8M | 626,286 | -87,251-13.93% | Reduce |
 ELI LILLY & COLLY |
| 4.47% | 4.18% | $184.4M | 153,735 | $212.2M | 230,671 | -76,936-33.35% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 4.33% | 4.84% | $178.6M | 347,714 | $245.3M | 490,929 | -143,215-29.17% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 3.98% | 3.94% | $164.2M | 984,904 | $199.7M | 1.2M | -166,300-14.45% | Reduce |
 BROADCOM INCAVGO |
| 3.59% | 2.72% | $148.1M | 392,082 | $137.9M | 445,649 | -53,567-12.02% | Reduce |
 WASTE MGMT INC DELWM |
| 3.41% | 2.95% | $140.6M | 631,052 | $149.7M | 651,328 | -20,276-3.11% | Reduce |
 PROCTER & GAMBLE COPG |
| 3.06% | 2.84% | $126.2M | 860,442 | $144.1M | 997,406 | -136,964-13.73% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.81% | 2.77% | $115.8M | 308,555 | $140.6M | 505,861 | -197,306-39.00% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 2.81% | 1.45% | $115.8M | 278,721 | $73.6M | 169,491 | +109,230+64.45% | Add |
 AMPHENOL CORPAPH |
| 2.63% | 0.56% | $108.4M | 614,660 | $28.5M | 225,363 | +389,297+172.74% | Add |
 ABBOTT LABORATORIESABT |
| 1.95% | 3.01% | $80.3M | 885,262 | $152.6M | 1.5M | -600,774-40.43% | Reduce |
 VEEVA SYS INCVEEV |
| 1.93% | 1.96% | $79.8M | 449,489 | $99.5M | 566,467 | -116,978-20.65% | Reduce |
 TJX COS INC NEWTJX |
| 1.85% | 0.07% | $76.2M | 503,180 | $3.7M | 23,160 | +480,020+2,072.63% | Add |
 VERISK ANALYTICS INC COMVRSK |
| 1.65% | 1.8% | $68.1M | 379,127 | $91.4M | 481,494 | -102,367-21.26% | Reduce |
 META PLATFORMS INCMETA |
| 1.49% | 3.85% | $61.7M | 109,456 | $195.2M | 341,147 | -231,691-67.92% | Reduce |
 MCDONALDS CORPMCD |
| 1.48% | 1.69% | $61.0M | 225,570 | $85.9M | 276,262 | -50,692-18.35% | Reduce |
 EQUIFAX INCEFX |
| 1.43% | 2.78% | $58.8M | 370,551 | $141.0M | 783,100 | -412,549-52.68% | Reduce |
 CINTAS CORP COMCTAS |
| 1.38% | — | $56.7M | 333,630 | $0 | 0 | +333,630 | New Buy |
 IDEXX LABS INC COMIDXX |
| 1.35% | 0.04% | $55.6M | 105,709 | $2.0M | 3,570 | +102,139+2,861.04% | Add |
 BROADRIDGE FINL SOLUTIONS INBR |
| 1.26% | 2.74% | $52.1M | 380,126 | $139.0M | 855,784 | -475,658-55.58% | Reduce |
 COPART INC COMCPRT |
| 0.85% | 1.05% | $35.1M | 1.2M | $53.2M | 1.6M | -359,748-22.44% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.45% | 0.42% | $18.5M | 82,492 | $21.3M | 104,897 | -22,405-21.36% | Reduce |
 ORACLE CORPORCL |
| 0.42% | 0.35% | $17.4M | 118,394 | $17.8M | 120,790 | -2,396-1.98% | Reduce |
 ECOLAB INCECL |
| 0.39% | 0.31% | $16.3M | 58,436 | $15.7M | 58,860 | -424-0.72% | Reduce |
| TTRUST FOR PROFESSIONAL MANAGJGRW |
| 0.36% | 0.28% | $14.8M | 544,862 | $14.0M | 574,732 | -29,870-5.20% | Reduce |
 WATERS CORPWAT |
| 0.35% | 0.23% | $14.5M | 38,566 | $11.5M | 38,766 | -200-0.52% | Reduce |
 PEPSICO INCPEP |
| 0.26% | 0.25% | $10.8M | 79,927 | $12.6M | 81,335 | -1,408-1.73% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.26% | 0.2% | $10.6M | 115,229 | $10.1M | 118,640 | -3,411-2.88% | Reduce |
 EMERSON ELEC COEMR |
| 0.26% | 0.19% | $10.5M | 73,691 | $9.8M | 74,490 | -799-1.07% | Reduce |
 COCA COLA COKO |
| 0.22% | 0.17% | $9.1M | 111,668 | $8.5M | 111,651 | +17+0.02% | Add |
 AON PLC SHS CL AAON |
| 0.21% | 0.16% | $8.6M | 25,789 | $8.3M | 25,569 | +220+0.86% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.18% | 0.11% | $7.6M | 15,884 | $5.6M | 16,427 | -543-3.31% | Reduce |
 ADOBE INC COMADBE |
| 0.17% | 0.16% | $6.9M | 33,545 | $8.2M | 33,832 | -287-0.85% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.16% | 0.23% | $6.5M | 52,235 | $11.6M | 58,324 | -6,089-10.44% | Reduce |
 CROWN HLDGS INCCCK |
| 0.14% | 0.11% | $5.9M | 52,583 | $5.7M | 56,903 | -4,320-7.59% | Reduce |
 CLOROX CO DELCLX |
| 0.11% | 0.09% | $4.6M | 47,805 | $4.8M | 46,165 | +1,640+3.55% | Add |
 LABCORP HOLDINGS INCECL |
| 0.11% | 0.1% | $4.5M | 16,050 | $4.9M | 18,480 | -2,430-13.15% | Reduce |
 3M CO COMMMM |
| 0.11% | 0.08% | $4.5M | 27,618 | $4.0M | 27,629 | -11-0.04% | Reduce |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.1% | 0.13% | $4.0M | 103,867 | $6.5M | 106,417 | -2,550-2.40% | Reduce |
| EENCOMPASS HEALTH CORP COMEHC |
| 0.1% | 0.1% | $4.0M | 39,260 | $4.9M | 50,660 | -11,400-22.50% | Reduce |
 WW GRAINGER INCGWW |
| 0.09% | 0.07% | $3.7M | 2,732 | $3.4M | 3,140 | -408-12.99% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 0.09% | 0.06% | $3.6M | 31,950 | $2.9M | 31,950 | 00.00% | Unchanged |
 ROSS STORES INC COMROST |
| 0.09% | 0.09% | $3.6M | 16,872 | $4.8M | 22,024 | -5,152-23.39% | Reduce |
