 APPLE INCAAPL |
| 4.32% | 4.31% | $1.66B | 5.7M | $1.51B | 5.9M | -199,389-3.36% | Reduce |
 AMAZON COM INCAMZN |
| 3.65% | 3.62% | $1.40B | 5.9M | $1.26B | 6.1M | -182,814-3.02% | Reduce |
 MICROSOFT CORPMSFT |
| 3.35% | 3.71% | $1.28B | 3.4M | $1.29B | 3.5M | -55,536-1.59% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.8% | 2.71% | $1.08B | 5.4M | $946.6M | 5.4M | -53,451-0.98% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.72% | 2.5% | $1.04B | 3.0M | $870.8M | 3.0M | -82,041-2.70% | Reduce |
 ALPHABET INCGOOGL |
| 2.24% | 2.01% | $858.6M | 2.4M | $700.5M | 2.4M | -33,496-1.37% | Reduce |
 GE VERNOVA INCGEV |
| 2.02% | 1.66% | $775.0M | 659,673 | $580.1M | 664,603 | -4,930-0.74% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.94% | 1.94% | $743.2M | 2.3M | $678.7M | 2.3M | -36,893-1.60% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.65% | 1.58% | $633.3M | 848,034 | $549.7M | 845,294 | +2,740+0.32% | Add |
 VISA INCV |
| 1.65% | 1.6% | $631.8M | 1.8M | $557.5M | 1.8M | -2,979-0.16% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.28% | 1.49% | $490.8M | 524,692 | $519.4M | 521,277 | +3,415+0.66% | Add |
 IDEXX LABS INC COMIDXX |
| 1.26% | 1.52% | $483.6M | 918,556 | $531.7M | 946,336 | -27,780-2.94% | Reduce |
 AMPHENOL CORPAPH |
| 1.15% | 0.91% | $441.6M | 2.5M | $318.4M | 2.5M | -15,910-0.63% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.13% | 1.32% | $432.6M | 842,350 | $461.4M | 923,405 | -81,055-8.78% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.1% | 0.92% | $421.8M | 2.0M | $322.5M | 1.7M | +301,788+17.96% | Add |
 PALO ALTOPANW |
| 1.09% | 0.6% | $418.3M | 1.2M | $209.2M | 1.3M | -78,339-6.00% | Reduce |
 ELI LILLY & COLLY |
| 1.08% | 0.85% | $416.3M | 347,098 | $298.0M | 324,018 | +23,080+7.12% | Add |
 META PLATFORMS INCMETA |
| 0.98% | 1.18% | $377.9M | 670,881 | $412.9M | 721,720 | -50,839-7.04% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.98% | 0.9% | $375.1M | 4.5M | $313.1M | 4.2M | +310,593+7.45% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.95% | 0.32% | $364.6M | 315,878 | $112.3M | 332,311 | -16,433-4.95% | Reduce |
| IISHARES TRIVV |
| 0.95% | 0.91% | $363.0M | 484,704 | $317.4M | 485,839 | -1,135-0.23% | Reduce |
| FFASTENAL CO COMFAST |
| 0.93% | 0.98% | $355.8M | 7.4M | $342.1M | 7.4M | +33,352+0.45% | Add |
 BROADCOM INCAVGO |
| 0.91% | 0.81% | $351.2M | 929,716 | $284.2M | 918,328 | +11,388+1.24% | Add |
 ABBVIE INCABBV |
| 0.84% | 0.83% | $324.1M | 1.3M | $290.2M | 1.3M | -46,252-3.47% | Reduce |
| VVANGUARD FTSEVEA |
| 0.8% | 0.71% | $305.7M | 4.3M | $247.5M | 3.9M | +428,937+11.11% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 0.79% | 0.84% | $303.0M | 1.6M | $294.1M | 1.4M | +118,292+8.23% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.75% | 0.68% | $288.0M | 419,372 | $237.5M | 397,380 | +21,992+5.53% | Add |
 ARISTA NETWORKS INCANET |
| 0.71% | 0.41% | $272.6M | 1.6M | $141.3M | 1.2M | +453,489+39.39% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.7% | 0.66% | $268.6M | 1.2M | $228.8M | 1.2M | +66,585+5.71% | Add |
| IINVESCO QQQ TRVOO |
| 0.69% | 0.51% | $264.5M | 359,219 | $179.5M | 311,016 | +48,203+15.50% | Add |
 WALMART INCWMT |
| 0.67% | 0.85% | $257.2M | 2.3M | $295.1M | 2.4M | -103,403-4.36% | Reduce |
 HOME DEPOT INCHD |
| 0.64% | 0.72% | $246.0M | 697,590 | $250.4M | 761,419 | -63,829-8.38% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.63% | 0.67% | $242.9M | 956,262 | $233.6M | 955,632 | +630+0.07% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.63% | 0.68% | $242.0M | 483,586 | $237.4M | 495,322 | -11,736-2.37% | Reduce |
| EEVERPURE INC CL AEVPR |
| 0.63% | 0.49% | $240.2M | 3.0M | $172.3M | 2.9M | +130,048+4.46% | Add |
 ECOLAB INCECL |
| 0.62% | 0.66% | $238.0M | 854,294 | $230.5M | 866,411 | -12,117-1.40% | Reduce |
| WWATSCO INCWSO |
| 0.61% | 0.61% | $235.0M | 564,024 | $212.0M | 582,700 | -18,676-3.21% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.6% | 0.6% | $230.1M | 680,321 | $209.9M | 693,767 | -13,446-1.94% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.59% | 0.69% | $225.9M | 1.0M | $241.8M | 1.2M | -185,645-15.22% | Reduce |
 SERVICENOW INCNOW |
| 0.58% | 0.54% | $222.4M | 2.2M | $188.3M | 1.8M | +439,042+24.38% | Add |
 TRANSDIGM GROUP INCTDG |
| 0.57% | 0.55% | $219.7M | 164,960 | $192.7M | 166,248 | -1,288-0.77% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.56% | 0.8% | $215.5M | 684,392 | $278.5M | 847,701 | -163,309-19.26% | Reduce |
| IISHARES RUSSELLIWM |
| 0.55% | 0.45% | $210.6M | 701,051 | $155.8M | 628,228 | +72,823+11.59% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.54% | 0.28% | $207.8M | 272,235 | $98.5M | 252,379 | +19,856+7.87% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.53% | 0.68% | $201.7M | 2.8M | $237.3M | 3.3M | -505,006-15.31% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.51% | 0.34% | $195.6M | 528,525 | $119.5M | 372,371 | +156,154+41.94% | Add |
| AAAON INCAAON |
| 0.51% | 0.38% | $194.5M | 1.5M | $134.2M | 1.6M | -88,769-5.47% | Reduce |
 BOEING COBA |
| 0.5% | 0.53% | $190.1M | 878,396 | $183.5M | 922,102 | -43,706-4.74% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.48% | 0.7% | $185.0M | 971,095 | $245.9M | 1.3M | -325,709-25.12% | Reduce |
 CINTAS CORP COMCTAS |
| 0.47% | 0.47% | $180.9M | 1.1M | $164.7M | 973,553 | +89,977+9.24% | Add |
