 NEWMONT CORPNEM |
| 4.7% | 5.87% | $34.9M | 373,570 | $41.0M | 378,630 | -5,060-1.34% | Reduce |
 MERCK & CO INCMRK |
| 4.23% | 4.25% | $31.4M | 244,471 | $29.7M | 246,748 | -2,277-0.92% | Reduce |
 CORTEVA INC COMCTVA |
| 3.6% | 3.82% | $26.7M | 315,721 | $26.7M | 318,391 | -2,670-0.84% | Reduce |
 CHUBB LIMITEDCB |
| 3.42% | 3.49% | $25.4M | 74,439 | $24.4M | 74,729 | -290-0.39% | Reduce |
 NORTHERN TR CORPNTRS |
| 3.09% | 2.78% | $23.0M | 132,071 | $19.4M | 139,073 | -7,002-5.03% | Reduce |
 3M CO COMMMM |
| 3.08% | 2.95% | $22.9M | 141,274 | $20.6M | 141,679 | -405-0.29% | Reduce |
 ILLUMINA INCILMN |
| 2.99% | 2.32% | $22.2M | 126,275 | $16.2M | 131,585 | -5,310-4.04% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.9% | 2.67% | $21.5M | 76,408 | $18.6M | 76,773 | -365-0.48% | Reduce |
 WILLIAMS COS INCWMB |
| 2.82% | 3.02% | $21.0M | 281,880 | $21.1M | 289,330 | -7,450-2.57% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.7% | 2.85% | $20.0M | 136,480 | $19.9M | 137,632 | -1,152-0.84% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 2.61% | 2.51% | $19.4M | 86,494 | $17.5M | 86,151 | +343+0.40% | Add |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 2.45% | 2.4% | $18.2M | 229,311 | $16.7M | 230,664 | -1,353-0.59% | Reduce |
 FORTINET INCFTNT |
| 2.36% | 1.77% | $17.5M | 114,145 | $12.4M | 151,323 | -37,178-24.57% | Reduce |
 MEDTRONIC PLCMDT |
| 2.35% | 2.5% | $17.4M | 222,957 | $17.5M | 201,421 | +21,536+10.69% | Add |
 NOVARTIS AGNVS |
| 2.35% | 2.47% | $17.4M | 111,067 | $17.2M | 112,677 | -1,610-1.43% | Reduce |
 BP PLC SPONSORED ADRBP |
| 2.29% | 3.12% | $17.0M | 459,217 | $21.8M | 463,342 | -4,125-0.89% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.29% | 2.35% | $17.0M | 66,797 | $16.4M | 67,094 | -297-0.44% | Reduce |
 IQVIA HLDGS INCIQV |
| 2.26% | 2% | $16.8M | 86,927 | $14.0M | 81,969 | +4,958+6.05% | Add |
 EMERSON ELEC COEMR |
| 2.25% | 2.21% | $16.7M | 116,748 | $15.4M | 117,548 | -800-0.68% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 2.18% | 2.13% | $16.2M | 150,682 | $14.9M | 151,072 | -390-0.26% | Reduce |
 PEPSICO INCPEP |
| 2% | 2.45% | $14.8M | 109,640 | $17.1M | 109,980 | -340-0.31% | Reduce |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 2% | 1.54% | $14.8M | 90,874 | $10.8M | 93,423 | -2,549-2.73% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.82% | 1.37% | $13.5M | 45,292 | $9.5M | 49,136 | -3,844-7.82% | Reduce |
 BIO-TECHNE CORPTECH |
| 1.8% | 1.3% | $13.4M | 189,412 | $9.1M | 174,115 | +15,297+8.79% | Add |
 SLB LIMITEDSLB |
| 1.72% | 2.04% | $12.8M | 274,465 | $14.2M | 276,810 | -2,345-0.85% | Reduce |
 WEYERHAEUSER COWY |
| 1.69% | 1.84% | $12.6M | 525,165 | $12.9M | 527,265 | -2,100-0.40% | Reduce |
| FFISERV INCFISV |
| 1.61% | 1.51% | $11.9M | 243,014 | $10.5M | 188,705 | +54,309+28.78% | Add |
 CORPAY INCCPAY |
| 1.51% | 1.41% | $11.2M | 33,576 | $9.9M | 33,941 | -365-1.08% | Reduce |
 SYSCO CORP COMSYY |
| 1.46% | 1.36% | $10.9M | 129,892 | $9.5M | 133,528 | -3,636-2.72% | Reduce |
 COLGATE PALMOLIVE COCL |
| 1.38% | 1.38% | $10.3M | 112,019 | $9.6M | 113,069 | -1,050-0.93% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.24% | 1.26% | $9.2M | 18,334 | $8.8M | 18,334 | 00.00% | Unchanged |
 COPART INC COMCPRT |
| 1.22% | 1.33% | $9.0M | 320,772 | $9.3M | 280,142 | +40,630+14.50% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.13% | 1.25% | $8.4M | 51,244 | $8.7M | 50,439 | +805+1.60% | Add |
 CISCO SYS INCCSCO |
| 1.06% | 0.82% | $7.9M | 66,835 | $5.7M | 73,539 | -6,704-9.12% | Reduce |
 DUPONT DE NEMOURS INCDD |
| 1.05% | 1.14% | $7.8M | 57,530 | $7.9M | 173,241 | -115,711-66.79% | Reduce |
| FFASTENAL CO COMFAST |
| 1.04% | 1.12% | $7.7M | 161,100 | $7.9M | 169,255 | -8,155-4.82% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.95% | 1.25% | $7.0M | 51,548 | $8.7M | 51,307 | +241+0.47% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.94% | 0.46% | $7.0M | 56,328 | $3.2M | 16,257 | +40,071+246.48% | Add |
 CLOROX CO DELCLX |
| 0.85% | 0.92% | $6.3M | 66,234 | $6.4M | 62,094 | +4,140+6.67% | Add |
 APPLE INCAAPL |
| 0.85% | 0.77% | $6.3M | 21,733 | $5.4M | 21,238 | +495+2.33% | Add |
 JPMORGAN CHASE & COJPM |
| 0.83% | 0.8% | $6.2M | 18,828 | $5.6M | 19,054 | -226-1.19% | Reduce |
 MICROSOFT CORPMSFT |
| 0.82% | 0.89% | $6.1M | 16,360 | $6.2M | 16,720 | -360-2.15% | Reduce |
 DISNEY WALT CODIS |
| 0.74% | 0.79% | $5.5M | 57,377 | $5.5M | 57,352 | +25+0.04% | Add |
 UNION PAC CORPUNP |
| 0.7% | 0.67% | $5.2M | 19,224 | $4.7M | 19,356 | -132-0.68% | Reduce |
 F5 INCFFIV |
| 0.69% | 0.53% | $5.1M | 12,285 | $3.7M | 12,725 | -440-3.46% | Reduce |
 HERSHEY CO COMHSY |
| 0.69% | 0.86% | $5.1M | 29,045 | $6.0M | 28,995 | +50+0.17% | Add |
 PFIZER INCPFE |
| 0.57% | 0.73% | $4.3M | 176,761 | $5.1M | 180,975 | -4,214-2.33% | Reduce |
 ABBVIE INCABBV |
| 0.5% | 0.44% | $3.7M | 14,832 | $3.1M | 14,182 | +650+4.58% | Add |
 CATERPILLAR INCCAT |
| 0.48% | 0.36% | $3.5M | 3,325 | $2.5M | 3,528 | -203-5.75% | Reduce |
 ELI LILLY & COLLY |
| 0.4% | 0.33% | $3.0M | 2,484 | $2.3M | 2,484 | 00.00% | Unchanged |
