 APPLE INCAAPL |
| 5.93% | 5.81% | $80.0M | 276,417 | $70.6M | 278,161 | -1,744-0.63% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 5.27% | 2.01% | $71.0M | 238,388 | $24.4M | 246,782 | -8,394-3.40% | Reduce |
 JPMORGAN CHASE & COJPM |
| 5.01% | 5.03% | $67.6M | 206,537 | $61.2M | 207,978 | -1,441-0.69% | Reduce |
 AMAZON COM INCAMZN |
| 4.81% | 4.7% | $64.9M | 272,198 | $57.1M | 274,403 | -2,205-0.80% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 4.34% | 5.14% | $58.6M | 62,596 | $62.5M | 62,722 | -126-0.20% | Reduce |
 ALPHABET INCGOOGL |
| 4.14% | 3.74% | $55.8M | 156,145 | $45.5M | 158,153 | -2,008-1.27% | Reduce |
 TJX COS INC NEWTJX |
| 3.67% | 4.33% | $49.5M | 326,989 | $52.6M | 329,412 | -2,423-0.74% | Reduce |
 ELI LILLY & COLLY |
| 3.59% | 3.05% | $48.4M | 40,384 | $37.1M | 40,324 | +60+0.15% | Add |
| BBANK OF AMER CORPBAC |
| 3.32% | 3.18% | $44.8M | 785,757 | $38.6M | 791,701 | -5,944-0.75% | Reduce |
 WASTE MGMT INC DELWM |
| 3.31% | 3.91% | $44.7M | 200,490 | $47.5M | 206,687 | -6,197-3.00% | Reduce |
 MICROSOFT CORPMSFT |
| 3.26% | 3.59% | $43.9M | 117,806 | $43.6M | 117,857 | -51-0.04% | Reduce |
 HOME DEPOT INCHD |
| 3.06% | 3.18% | $41.2M | 116,890 | $38.6M | 117,361 | -471-0.40% | Reduce |
 BLACKSTONE INCBX |
| 2.71% | 2.96% | $36.5M | 310,353 | $36.0M | 312,666 | -2,313-0.74% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.68% | 2.92% | $36.1M | 70,256 | $35.5M | 70,961 | -705-0.99% | Reduce |
 VISA INCV |
| 2.6% | 2.54% | $35.0M | 102,034 | $30.8M | 102,032 | +2+0.00% | Add |
 COPART INC COMCPRT |
| 2.58% | 3.37% | $34.8M | 1.2M | $40.9M | 1.2M | +245+0.02% | Add |
| OOPENLANE INCOPLN |
| 2.33% | 1.87% | $31.4M | 762,535 | $22.7M | 779,884 | -17,349-2.22% | Reduce |
 OWENS CORNING NEW COMOC |
| 2.31% | 1.75% | $31.1M | 195,925 | $21.2M | 196,230 | -305-0.16% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.25% | 2.11% | $30.4M | 108,096 | $25.6M | 105,665 | +2,431+2.30% | Add |
 WASTE CONNECTIONS INCWCN |
| 2.22% | 2.42% | $29.9M | 179,312 | $29.4M | 181,042 | -1,730-0.96% | Reduce |
 UNION PAC CORPUNP |
| 2.06% | 2.04% | $27.8M | 102,304 | $24.8M | 102,304 | 00.00% | Unchanged |
 BOEING COBA |
| 1.89% | 1.92% | $25.5M | 117,706 | $23.3M | 117,128 | +578+0.49% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.81% | 2% | $24.5M | 339,042 | $24.4M | 338,651 | +391+0.12% | Add |
 DOVER CORPDOV |
| 1.6% | 1.65% | $21.5M | 96,000 | $20.0M | 96,000 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 1.53% | 1.59% | $20.6M | 160,179 | $19.3M | 160,179 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 1.38% | 1.46% | $18.6M | 35,853 | $17.7M | 35,799 | +54+0.15% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 1.28% | 0.69% | $17.3M | 27,671 | $8.4M | 10,856 | +16,815+154.89% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.25% | 1.21% | $16.8M | 83,945 | $14.7M | 84,120 | -175-0.21% | Reduce |
 HONEYWELL INTL INCHON |
| 1.08% | 2.41% | $14.5M | 64,973 | $29.3M | 129,687 | -64,714-49.90% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 1.05% | — | $14.2M | 64,069 | $0 | 0 | +64,069 | New Buy |
 EXXON MOBIL CORPXOM |
| 0.99% | 1.36% | $13.3M | 97,180 | $16.5M | 97,180 | 00.00% | Unchanged |
 MEDTRONIC PLCMDT |
| 0.95% | 1.21% | $12.8M | 163,671 | $14.7M | 169,890 | -6,219-3.66% | Reduce |
 CISCO SYS INCCSCO |
| 0.85% | 0.62% | $11.5M | 98,022 | $7.5M | 97,254 | +768+0.79% | Add |
 ENPHASE ENERGY INC COMENPH |
| 0.75% | 0.05% | $10.1M | 204,838 | $666,477 | 17,627 | +187,211+1,062.07% | Add |
 EMERSON ELEC COEMR |
| 0.73% | 0.74% | $9.8M | 68,535 | $9.0M | 68,585 | -50-0.07% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.65% | 0.29% | $8.7M | 9,025 | $3.5M | 9,025 | 00.00% | Unchanged |
 NUCOR CORPNUE |
| 0.62% | 0.52% | $8.3M | 37,265 | $6.3M | 37,465 | -200-0.53% | Reduce |
 ABBVIE INCABBV |
| 0.57% | 0.55% | $7.7M | 30,656 | $6.7M | 30,656 | 00.00% | Unchanged |
 CAMDEN NATL CORPCAC |
| 0.55% | 0.54% | $7.4M | 137,289 | $6.6M | 138,339 | -1,050-0.76% | Reduce |
 MCDONALDS CORPMCD |
| 0.54% | 0.69% | $7.3M | 26,901 | $8.4M | 26,901 | 00.00% | Unchanged |
 M & T BK CORPMTB |
| 0.53% | 0.51% | $7.1M | 29,950 | $6.2M | 29,950 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.5% | 0.69% | $6.7M | 40,433 | $8.4M | 40,433 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 0.44% | 0.52% | $6.0M | 68,124 | $6.4M | 68,424 | -300-0.44% | Reduce |
 NETFLIX INCNFLX |
| 0.42% | 0.03% | $5.7M | 79,823 | $326,430 | 3,395 | +76,428+2,251.19% | Add |
 AMGEN INC COMAMGN |
| 0.38% | 0.41% | $5.2M | 14,240 | $5.0M | 14,240 | 00.00% | Unchanged |
 SHELL PLCSHEL |
| 0.38% | 0.51% | $5.1M | 66,176 | $6.2M | 66,176 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.29% | 0.24% | $3.8M | 10,299 | $2.9M | 10,299 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.25% | $3.7M | 10,599 | $3.1M | 10,724 | -125-1.17% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.28% | 0.23% | $3.7M | 11,055 | $2.8M | 9,291 | +1,764+18.99% | Add |
 PROCTER & GAMBLE COPG |
| 0.22% | 0.24% | $2.9M | 19,804 | $2.9M | 19,804 | 00.00% | Unchanged |
