 APPLE INCAAPL |
| 6.94% | 6.56% | $68.3M | 236,068 | $60.5M | 238,444 | -2,376-1.00% | Reduce |
 CISCO SYS INCCSCO |
| 5.37% | 3.8% | $52.8M | 449,891 | $35.1M | 452,062 | -2,171-0.48% | Reduce |
 MICROSOFT CORPMSFT |
| 5.3% | 5.62% | $52.1M | 139,743 | $51.9M | 140,150 | -407-0.29% | Reduce |
 ABBVIE INCABBV |
| 4.54% | 4.22% | $44.6M | 177,429 | $38.9M | 178,895 | -1,466-0.82% | Reduce |
 IRON MTN INC DEL COMIRM |
| 3.79% | 3.33% | $37.3M | 295,533 | $30.7M | 300,474 | -4,941-1.64% | Reduce |
| EEBAY INC. COMEBAY |
| 3.5% | 3.08% | $34.5M | 308,433 | $28.4M | 312,218 | -3,785-1.21% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 2.93% | 2.8% | $28.8M | 128,539 | $25.8M | 127,061 | +1,478+1.16% | Add |
 PARKER-HANNIFIN CORPPH |
| 2.68% | 2.65% | $26.4M | 26,959 | $24.4M | 27,288 | -329-1.21% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 2.54% | 2.73% | $25.0M | 271,751 | $25.2M | 273,071 | -1,320-0.48% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.41% | 2.52% | $23.7M | 161,666 | $23.3M | 161,210 | +456+0.28% | Add |
| VVANGUARD FSTEVWO |
| 2.37% | 2.28% | $23.3M | 389,924 | $21.0M | 388,511 | +1,413+0.36% | Add |
 GE AEROSPACEGE |
| 2.27% | 1.84% | $22.3M | 59,763 | $17.0M | 59,936 | -173-0.29% | Reduce |
 NORTHERN TR CORPNTRS |
| 2.09% | 1.8% | $20.6M | 118,293 | $16.6M | 118,856 | -563-0.47% | Reduce |
 HEALTHCARE RLTY TRHR |
| 1.87% | 1.69% | $18.4M | 913,200 | $15.6M | 917,607 | -4,407-0.48% | Reduce |
 IDEXX LABS INC COMIDXX |
| 1.86% | 2.13% | $18.3M | 34,753 | $19.7M | 34,981 | -228-0.65% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.81% | 2.15% | $17.8M | 196,198 | $19.9M | 193,670 | +2,528+1.31% | Add |
 WALMART INCWMT |
| 1.63% | 1.93% | $16.1M | 141,839 | $17.8M | 143,075 | -1,236-0.86% | Reduce |
 EOG RES INCEOG |
| 1.51% | 1.83% | $14.8M | 114,244 | $16.9M | 116,874 | -2,630-2.25% | Reduce |
 PROGRESSIVE CORPPGR |
| 1.44% | 1.42% | $14.2M | 65,004 | $13.1M | 65,905 | -901-1.37% | Reduce |
 COCA COLA COKO |
| 1.42% | 1.42% | $14.0M | 171,825 | $13.1M | 172,809 | -984-0.57% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.4% | 1.45% | $13.8M | 54,429 | $13.4M | 54,705 | -276-0.50% | Reduce |
 ALPHABET INCGOOGL |
| 1.34% | 1.17% | $13.2M | 37,028 | $10.8M | 37,573 | -545-1.45% | Reduce |
| FFISERV INCFISV |
| 1.31% | 1.53% | $12.9M | 262,841 | $14.2M | 253,721 | +9,120+3.59% | Add |
 ECOLAB INCECL |
| 1.22% | 1.24% | $12.0M | 42,967 | $11.4M | 43,022 | -55-0.13% | Reduce |
 GE VERNOVA INCGEV |
| 1.21% | 0.96% | $11.9M | 10,105 | $8.9M | 10,194 | -89-0.87% | Reduce |
 PEPSICO INCPEP |
| 1.12% | 1.37% | $11.0M | 81,270 | $12.7M | 81,649 | -379-0.46% | Reduce |
| VVANGUARD S&P SMALL-CAP 600 ETFIVOO |
| 1.11% | 0.97% | $10.9M | 79,432 | $9.0M | 78,247 | +1,185+1.51% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.09% | 1.01% | $10.8M | 15,670 | $9.4M | 15,670 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 1.09% | 1.35% | $10.7M | 444,113 | $12.5M | 445,070 | -957-0.22% | Reduce |
 WELLS FARGO CO NEWWFC |
| 1.07% | 1.1% | $10.5M | 126,944 | $10.2M | 127,944 | -1,000-0.78% | Reduce |
 BANK HAWAII CORPBOH |
| 0.94% | 0.91% | $9.2M | 112,910 | $8.4M | 113,509 | -599-0.53% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.92% | 0.98% | $9.1M | 28,818 | $9.0M | 27,497 | +1,321+4.80% | Add |
 DISNEY WALT CODIS |
| 0.92% | 0.99% | $9.0M | 94,010 | $9.1M | 94,768 | -758-0.80% | Reduce |
 PAYPAL HLDGS INC COMPYPL |
| 0.91% | 0.99% | $9.0M | 208,230 | $9.1M | 201,284 | +6,946+3.45% | Add |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 0.88% | 0.97% | $8.7M | 70,667 | $9.0M | 59,940 | +10,727+17.90% | Add |
 MERCK & CO INCMRK |
| 0.88% | 0.89% | $8.6M | 67,313 | $8.2M | 68,013 | -700-1.03% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.88% | 0.5% | $8.6M | 19,925 | $4.6M | 21,700 | -1,775-8.18% | Reduce |
 DEXCOM INCDXCM |
| 0.86% | 0.85% | $8.4M | 125,449 | $7.9M | 125,012 | +437+0.35% | Add |
| TTYLER TECHNOLOGIES INCTYL |
| 0.82% | 0.95% | $8.1M | 27,540 | $8.8M | 25,635 | +1,905+7.43% | Add |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.62% | $7.0M | 19,855 | $5.7M | 19,887 | -32-0.16% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.68% | 0.97% | $6.7M | 13,419 | $9.0M | 18,714 | -5,295-28.29% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.67% | 0.64% | $6.6M | 33,176 | $5.9M | 33,971 | -795-2.34% | Reduce |
 MCDONALDS CORPMCD |
| 0.67% | 0.82% | $6.6M | 24,544 | $7.6M | 24,455 | +89+0.36% | Add |
 CHEVRON CORPORATIONCVX |
| 0.56% | 0.74% | $5.5M | 33,208 | $6.8M | 32,987 | +221+0.67% | Add |
 EXPEDIA GROUP INCEXPE |
| 0.56% | 0.52% | $5.5M | 33,632 | $4.8M | 33,632 | 00.00% | Unchanged |
 EDWARDS LIFESCIENCES CORPEW |
| 0.54% | 0.51% | $5.3M | 58,611 | $4.7M | 58,611 | 00.00% | Unchanged |
 EMERSON ELEC COEMR |
| 0.54% | 0.52% | $5.3M | 37,009 | $4.8M | 36,705 | +304+0.83% | Add |
| PPROCORE TECHNOLOGIES INCPCOR |
| 0.53% | 0.72% | $5.2M | 127,761 | $6.6M | 115,952 | +11,809+10.18% | Add |
 RTX CORPORATIONRTX |
| 0.52% | 0.56% | $5.1M | 27,095 | $5.2M | 26,951 | +144+0.53% | Add |
 ELI LILLY & COLLY |
| 0.52% | 0.43% | $5.1M | 4,243 | $3.9M | 4,293 | -50-1.16% | Reduce |
