 APPLIED MATLS INCAMAT |
| 7.27% | 4% | $23.4M | 32,328 | $11.3M | 33,133 | -805-2.43% | Reduce |
 MICROSOFT CORPMSFT |
| 6.18% | 6.99% | $19.9M | 53,258 | $19.8M | 53,530 | -272-0.51% | Reduce |
 APPLE INCAAPL |
| 5.02% | 5.01% | $16.1M | 55,753 | $14.2M | 55,908 | -155-0.28% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.3% | 3.87% | $10.6M | 30,070 | $11.0M | 38,222 | -8,152-21.33% | Reduce |
 AMPHENOL CORPAPH |
| 3.23% | 2.67% | $10.4M | 58,988 | $7.6M | 59,810 | -822-1.37% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 3.06% | 3.01% | $9.9M | 26,620 | $8.5M | 26,620 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 2.91% | 3.29% | $9.4M | 46,760 | $9.3M | 53,480 | -6,720-12.57% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.88% | 1.19% | $9.3M | 15,927 | $3.4M | 16,575 | -648-3.91% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 2.73% | 2.24% | $8.8M | 17,729 | $6.3M | 17,692 | +37+0.21% | Add |
 STRYKER CORPORATIONSYK |
| 2.67% | 3.14% | $8.6M | 27,255 | $8.9M | 27,058 | +197+0.73% | Add |
 ANALOG DEVICES INC COMADI |
| 2.66% | 2.63% | $8.6M | 21,530 | $7.4M | 23,411 | -1,881-8.03% | Reduce |
 TJX COS INC NEWTJX |
| 2.44% | 2.93% | $7.9M | 51,854 | $8.3M | 51,919 | -65-0.13% | Reduce |
 CARRIER GLOBALCARR |
| 2.4% | 2.09% | $7.7M | 105,355 | $5.9M | 105,210 | +145+0.14% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.38% | 2.62% | $7.7M | 30,162 | $7.4M | 30,317 | -155-0.51% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.38% | 2.74% | $7.7M | 52,212 | $7.8M | 53,723 | -1,511-2.81% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.31% | 2.26% | $7.4M | 26,441 | $6.4M | 26,391 | +50+0.19% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.31% | 2.53% | $7.4M | 14,459 | $7.2M | 14,340 | +119+0.83% | Add |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 1.95% | 1.85% | $6.3M | 61,433 | $5.2M | 61,033 | +400+0.66% | Add |
 ABBOTT LABORATORIESABT |
| 1.88% | 2.38% | $6.0M | 66,641 | $6.7M | 65,727 | +914+1.39% | Add |
 WASTE MGMT INC DELWM |
| 1.85% | 2.15% | $6.0M | 26,730 | $6.1M | 26,518 | +212+0.80% | Add |
 CROWN HLDGS INCCCK |
| 1.56% | 1.53% | $5.0M | 44,867 | $4.3M | 43,227 | +1,640+3.79% | Add |
 HOME DEPOT INCHD |
| 1.48% | 0.19% | $4.7M | 13,467 | $527,540 | 1,604 | +11,863+739.59% | Add |
 BROADRIDGE FINL SOLUTIONS INBR |
| 1.47% | 0.07% | $4.7M | 34,410 | $211,224 | 1,300 | +33,110+2,546.92% | Add |
 DANAHER CORP DEL COMDHR |
| 1.45% | 1.61% | $4.7M | 24,523 | $4.6M | 24,104 | +419+1.74% | Add |
 XYLEM INCXYL |
| 1.22% | 1.38% | $3.9M | 33,106 | $3.9M | 32,646 | +460+1.41% | Add |
 APTARGROUP INCATR |
| 1.17% | 1.31% | $3.7M | 29,929 | $3.7M | 29,469 | +460+1.56% | Add |
 NEW YORK TIMES CO MTN BENYT |
| 1.15% | 1.58% | $3.7M | 53,000 | $4.5M | 53,460 | -460-0.86% | Reduce |
 NOVARTIS AGNVS |
| 1.12% | 1.25% | $3.6M | 22,897 | $3.5M | 23,197 | -300-1.29% | Reduce |
| CCIGNA GROUPLIBD |
| 1.07% | 1.18% | $3.5M | 12,523 | $3.3M | 12,523 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.07% | 1.05% | $3.4M | 13,705 | $3.0M | 13,705 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 1.01% | 1.01% | $3.2M | 13,610 | $2.9M | 13,710 | -100-0.73% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.99% | 1.06% | $3.2M | 53,097 | $3.0M | 52,947 | +150+0.28% | Add |
 MORGAN STANLEYMS |
| 0.95% | 0.86% | $3.1M | 14,625 | $2.4M | 14,875 | -250-1.68% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.93% | 0.94% | $3.0M | 5,990 | $2.7M | 5,960 | +30+0.50% | Add |
 GE AEROSPACEGE |
| 0.92% | 0.79% | $2.9M | 7,885 | $2.2M | 7,885 | 00.00% | Unchanged |
 3M CO COMMMM |
| 0.88% | 0.91% | $2.8M | 17,478 | $2.6M | 17,796 | -318-1.79% | Reduce |
 VERALTO CORP COM SHSVLTO |
| 0.85% | 0.81% | $2.7M | 30,776 | $2.3M | 26,089 | +4,687+17.97% | Add |
 STATE STR CORP COMSTT |
| 0.79% | 0.67% | $2.5M | 14,906 | $1.9M | 14,971 | -65-0.43% | Reduce |
 PEPSICO INCPEP |
| 0.78% | 1.09% | $2.5M | 18,583 | $3.1M | 19,942 | -1,359-6.81% | Reduce |
 GE VERNOVA INCGEV |
| 0.75% | 0.64% | $2.4M | 2,064 | $1.8M | 2,064 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.69% | 0.67% | $2.2M | 2,977 | $1.9M | 2,935 | +42+1.43% | Add |
 ALPHABET INCGOOGL |
| 0.68% | 0.63% | $2.2M | 6,110 | $1.8M | 6,220 | -110-1.77% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.67% | 0.76% | $2.2M | 7,375 | $2.1M | 7,375 | 00.00% | Unchanged |
 AUTOMATIC DATA PROCESSING INADP |
| 0.64% | 0.7% | $2.1M | 9,255 | $2.0M | 9,780 | -525-5.37% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.64% | 0.68% | $2.1M | 19,779 | $1.9M | 19,779 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 0.63% | 0.78% | $2.0M | 2,071 | $2.2M | 2,466 | -395-16.02% | Reduce |
 AMGEN INC COMAMGN |
| 0.62% | 0.69% | $2.0M | 5,502 | $2.0M | 5,560 | -58-1.04% | Reduce |
| VVANGUARD FTSEVEA |
| 0.59% | 0.6% | $1.9M | 26,669 | $1.7M | 26,669 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.57% | 0.43% | $1.8M | 1,707 | $1.2M | 1,707 | 00.00% | Unchanged |
 EMERSON ELEC COEMR |
| 0.54% | 0.56% | $1.7M | 12,106 | $1.6M | 12,106 | 00.00% | Unchanged |
