 APPLE INCAAPL |
| 6.53% | 6.15% | $1.60B | 5.5M | $1.42B | 5.6M | -92,158-1.64% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.34% | 5.06% | $1.30B | 6.5M | $1.17B | 6.7M | -196,515-2.93% | Reduce |
| DDISTRIBUTION SOLUTIONS GRP INC COMDSGR |
| 5.21% | 4.63% | $1.27B | 36.4M | $1.07B | 36.4M | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 4.32% | 4.65% | $1.06B | 2.8M | $1.08B | 2.9M | -78,495-2.70% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.4% | 2.97% | $829.6M | 2.3M | $686.5M | 2.4M | -45,126-1.89% | Reduce |
 ALPHABET INCGOOGL |
| 3.37% | 2.99% | $823.4M | 2.3M | $692.8M | 2.4M | -105,259-4.37% | Reduce |
 AMAZON COM INCAMZN |
| 3.26% | 3.01% | $796.4M | 3.3M | $697.3M | 3.3M | -6,641-0.20% | Reduce |
 BROADCOM INCAVGO |
| 2.47% | 1.99% | $602.4M | 1.6M | $460.8M | 1.5M | +105,882+7.11% | Add |
 JPMORGAN CHASE & COJPM |
| 2.25% | 2.2% | $549.4M | 1.7M | $509.0M | 1.7M | -51,843-3.00% | Reduce |
 HOME DEPOT INCHD |
| 1.67% | 1.73% | $407.0M | 1.2M | $401.5M | 1.2M | -66,760-5.47% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.66% | 1.55% | $406.4M | 7.1M | $357.8M | 7.3M | -207,839-2.83% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 1.54% | 1.7% | $376.7M | 653,184 | $392.5M | 666,722 | -13,538-2.03% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.39% | 1.51% | $339.6M | 677,313 | $348.7M | 709,494 | -32,181-4.54% | Reduce |
 TELEDYNE TECHNOLOGIES INCTDY |
| 1.38% | 1.38% | $336.3M | 504,348 | $319.0M | 527,306 | -22,958-4.35% | Reduce |
 VISA INCV |
| 1.28% | 1.18% | $313.1M | 912,700 | $273.5M | 904,832 | +7,868+0.87% | Add |
 PALO ALTOPANW |
| 1.24% | 0.58% | $302.6M | 887,302 | $134.6M | 839,336 | +47,966+5.71% | Add |
 COCA COLA COKO |
| 1.22% | 1.24% | $298.1M | 3.7M | $287.6M | 3.8M | -114,016-3.02% | Reduce |
 CINTAS CORP COMCTAS |
| 1.17% | 1.25% | $284.8M | 1.7M | $289.9M | 1.7M | -39,028-2.28% | Reduce |
 EMERSON ELEC COEMR |
| 1.14% | 1.13% | $279.6M | 2.0M | $261.2M | 2.0M | -40,663-2.04% | Reduce |
 LINDE PLCLIN |
| 1.09% | 1.06% | $267.1M | 514,685 | $244.8M | 493,719 | +20,966+4.25% | Add |
 ELI LILLY & COLLY |
| 1.02% | 0.79% | $249.7M | 208,203 | $182.6M | 198,563 | +9,640+4.85% | Add |
 ECOLAB INCECL |
| 1% | 1.05% | $244.1M | 876,005 | $243.3M | 914,704 | -38,699-4.23% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.91% | 0.79% | $223.4M | 660,465 | $183.1M | 605,259 | +55,206+9.12% | Add |
 UNION PAC CORPUNP |
| 0.89% | 0.84% | $217.6M | 799,883 | $195.5M | 805,853 | -5,970-0.74% | Reduce |
 ORACLE CORPORCL |
| 0.88% | 1.45% | $216.0M | 1.5M | $336.0M | 2.3M | -810,329-35.48% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.88% | 0.81% | $215.5M | 848,614 | $188.4M | 770,604 | +78,010+10.12% | Add |
 CONOCOPHILLIPSCOP |
| 0.88% | 1.2% | $215.0M | 2.1M | $276.9M | 2.1M | -29,300-1.40% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.87% | 1.17% | $212.5M | 1.6M | $271.3M | 1.6M | -44,813-2.80% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 0.85% | 0.12% | $207.4M | 5.0M | $28.8M | 572,629 | +4.4M+776.51% | Add |
 DANAHER CORP DEL COMDHR |
| 0.84% | 1.07% | $206.3M | 1.1M | $247.6M | 1.3M | -222,671-17.05% | Reduce |
 KIRBY CORPKEX |
| 0.81% | 0.9% | $198.2M | 1.5M | $207.4M | 1.6M | -102,871-6.59% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.8% | 0.88% | $195.5M | 2.1M | $203.6M | 2.2M | -82,400-3.74% | Reduce |
| VVALMONT INDS INCVMI |
| 0.8% | 0.63% | $195.1M | 337,838 | $144.9M | 362,547 | -24,709-6.82% | Reduce |
 ABBVIE INCABBV |
| 0.8% | 0.76% | $194.9M | 774,352 | $175.9M | 808,779 | -34,427-4.26% | Reduce |
 CULLEN FROST BANKERS INCCFR |
| 0.79% | 0.79% | $192.5M | 1.2M | $181.8M | 1.3M | -79,889-6.02% | Reduce |
 TRIMBLE INC COMTRMB |
| 0.76% | 1.14% | $185.0M | 3.6M | $263.2M | 4.0M | -419,469-10.40% | Reduce |
 NETFLIX INCNFLX |
| 0.74% | 0.82% | $180.5M | 2.5M | $190.8M | 2.0M | +543,936+27.41% | Add |
 AMGEN INC COMAMGN |
| 0.73% | 0.78% | $178.6M | 493,165 | $179.5M | 510,096 | -16,931-3.32% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.72% | 0.99% | $176.0M | 1.1M | $230.2M | 1.1M | -50,674-4.55% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 0.68% | 0.74% | $166.3M | 997,444 | $171.2M | 1.1M | -56,213-5.34% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.65% | 0.72% | $157.9M | 1.1M | $166.9M | 1.2M | -78,690-6.81% | Reduce |
 WHEATON PRECIOUS METALS CORPWPM |
| 0.64% | 0.84% | $157.3M | 1.4M | $194.4M | 1.5M | -82,907-5.59% | Reduce |
 WALMART INCWMT |
| 0.62% | 0.74% | $150.5M | 1.3M | $171.8M | 1.4M | -53,737-3.89% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 0.61% | 0.47% | $148.8M | 300,621 | $109.2M | 304,201 | -3,580-1.18% | Reduce |
 MERCK & CO INCMRK |
| 0.57% | 0.51% | $139.7M | 1.1M | $118.3M | 983,617 | +103,451+10.52% | Add |
 GENERAC HLDGS INCGNRC |
| 0.56% | 0.4% | $137.9M | 470,993 | $91.6M | 468,722 | +2,271+0.48% | Add |
 EATON CORP PLCETN |
| 0.55% | 0.44% | $135.5M | 317,877 | $102.7M | 287,126 | +30,751+10.71% | Add |
 STRYKER CORPORATIONSYK |
| 0.55% | 0.66% | $135.2M | 429,546 | $152.0M | 462,576 | -33,030-7.14% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.54% | 0.46% | $131.2M | 129,697 | $106.8M | 126,195 | +3,502+2.78% | Add |
 TRANSDIGM GROUP INCTDG |
| 0.51% | 0.54% | $125.5M | 94,221 | $125.6M | 108,376 | -14,155-13.06% | Reduce |
