 ALPHABET INCGOOGL |
| 7.12% | 6.71% | $1.58B | 4.4M | $1.44B | 5.0M | -590,292-11.81% | Reduce |
 AMAZON COM INCAMZN |
| 5.93% | 5.79% | $1.31B | 5.5M | $1.24B | 6.0M | -462,290-7.75% | Reduce |
 MICROSOFT CORPMSFT |
| 5.73% | 6.09% | $1.27B | 3.4M | $1.30B | 3.5M | -129,074-3.66% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 5.68% | 5.81% | $1.26B | 2.5M | $1.25B | 2.6M | -92,448-3.55% | Reduce |
 AMPHENOL CORPAPH |
| 4.51% | 3.28% | $997.4M | 5.7M | $703.6M | 5.6M | +88,318+1.59% | Add |
 SCHWAB CHARLES CORPSCHW |
| 4.47% | 4.68% | $987.9M | 10.7M | $1.00B | 10.7M | +37,153+0.35% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 4.32% | 4.48% | $955.6M | 1.9M | $960.5M | 2.0M | -48,095-2.46% | Reduce |
 APPLE INCAAPL |
| 4.21% | 3.21% | $930.2M | 3.2M | $688.4M | 2.7M | +502,098+18.51% | Add |
 ABBOTT LABORATORIESABT |
| 4.08% | 3.76% | $902.9M | 10.0M | $806.8M | 7.9M | +2.1M+26.63% | Add |
 DANAHER CORP DEL COMDHR |
| 3.38% | 3.53% | $747.3M | 3.9M | $757.6M | 4.0M | -72,838-1.82% | Reduce |
 FORTIVE CORP COMFTV |
| 3.34% | 3.07% | $739.7M | 12.1M | $658.0M | 11.9M | +205,011+1.72% | Add |
 AMETEK INC COMAME |
| 3% | 3.46% | $662.4M | 2.7M | $741.3M | 3.5M | -720,464-20.83% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 2.94% | 3.62% | $649.9M | 5.3M | $776.7M | 4.9M | +340,652+6.90% | Add |
 S&P GLOBAL INCSPGI |
| 2.91% | 2.75% | $642.5M | 1.6M | $590.3M | 1.4M | +189,758+13.67% | Add |
 VISA INCV |
| 2.35% | 2.85% | $520.2M | 1.5M | $611.2M | 2.0M | -505,822-25.01% | Reduce |
 NIKE INCNKE |
| 2.21% | 3% | $488.7M | 11.9M | $643.8M | 12.2M | -283,045-2.32% | Reduce |
 STRYKER CORPORATIONSYK |
| 2.1% | 0.83% | $464.5M | 1.5M | $177.3M | 539,538 | +935,833+173.45% | Add |
 ROPER TECHNOLOGIES INCROP |
| 2.03% | 2.09% | $448.3M | 1.3M | $447.1M | 1.3M | +61,262+4.85% | Add |
 LINDE PLCLIN |
| 1.98% | 1.9% | $438.5M | 845,040 | $407.6M | 822,259 | +22,781+2.77% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.78% | 0.26% | $393.5M | 2.0M | $56.6M | 324,300 | +1.6M+506.43% | Add |
 PEPSICO INCPEP |
| 1.56% | 3.42% | $345.9M | 2.6M | $733.8M | 4.7M | -2.2M-45.94% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 1.44% | 1.51% | $318.8M | 187,847 | $323.6M | 187,134 | +713+0.38% | Add |
 ACCENTURE PLC IRELANDACN |
| 1.4% | 2.19% | $309.9M | 2.5M | $468.9M | 2.4M | +125,482+5.31% | Add |
 ZOETIS INC CL AZTS |
| 1.37% | — | $302.6M | 4.2M | $0 | 0 | +4.2M | New Buy |
 PROCTER & GAMBLE COPG |
| 1.34% | 1.53% | $296.8M | 2.0M | $327.8M | 2.3M | -245,427-10.82% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.24% | 1.23% | $275.1M | 535,581 | $264.6M | 529,576 | +6,005+1.13% | Add |
| RRALLIANT CORP COMRAL |
| 1.01% | 0.72% | $222.5M | 3.0M | $154.2M | 3.7M | -685,561-18.49% | Reduce |
| MMAGNUM ICE CREAM CO NV ORD SHSMICC |
| 0.99% | 0.4% | $218.5M | 12.6M | $86.5M | 5.9M | +6.7M+113.24% | Add |
 ANALOG DEVICES INC COMADI |
| 0.98% | 0.94% | $215.7M | 543,130 | $201.2M | 632,481 | -89,351-14.13% | Reduce |
 META PLATFORMS INCMETA |
| 0.96% | 1.06% | $212.6M | 377,436 | $227.0M | 396,709 | -19,273-4.86% | Reduce |
 LULULEMON ATHLETICA INCLULU |
| 0.94% | 1.33% | $207.4M | 1.8M | $284.4M | 1.9M | -41,545-2.24% | Reduce |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.94% | 1.53% | $207.1M | 2.2M | $327.1M | 3.7M | -1.5M-39.51% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.83% | 0.36% | $184.4M | 386,030 | $77.1M | 228,274 | +157,756+69.11% | Add |
 MCDONALDS CORPMCD |
| 0.76% | 0.72% | $168.4M | 622,833 | $155.1M | 499,162 | +123,671+24.78% | Add |
 APPLIED MATLS INCAMAT |
| 0.68% | 0.63% | $149.5M | 206,808 | $135.4M | 396,117 | -189,309-47.79% | Reduce |
 IDEX CORPIEX |
| 0.66% | 0.65% | $146.8M | 646,867 | $140.3M | 740,319 | -93,452-12.62% | Reduce |
 BROADCOM INCAVGO |
| 0.66% | 0.39% | $145.3M | 384,529 | $84.0M | 271,335 | +113,194+41.72% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.65% | 1.25% | $144.7M | 569,949 | $268.1M | 1.1M | -526,915-48.04% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.62% | 0.62% | $136.7M | 396,877 | $133.2M | 415,505 | -18,628-4.48% | Reduce |
 MSCI INCMSCI |
| 0.43% | 0.56% | $94.8M | 169,324 | $119.3M | 221,276 | -51,952-23.48% | Reduce |
 INTUITINTU |
| 0.4% | 0.7% | $87.9M | 336,713 | $149.1M | 344,723 | -8,010-2.32% | Reduce |
 MEDTRONIC PLCMDT |
| 0.39% | 0.53% | $85.2M | 1.1M | $114.2M | 1.3M | -228,404-17.33% | Reduce |
 DOLLAR GEN CORP NEWDG |
| 0.37% | 0.38% | $81.2M | 705,223 | $80.8M | 680,227 | +24,996+3.67% | Add |
 3M CO COMMMM |
| 0.34% | 0.39% | $74.4M | 459,784 | $82.8M | 570,027 | -110,243-19.34% | Reduce |
 COPART INC COMCPRT |
| 0.32% | 0.34% | $70.5M | 2.5M | $73.8M | 2.2M | +279,539+12.58% | Add |
| NNASDAQ INCNDAQ |
| 0.32% | 0.27% | $70.3M | 891,940 | $58.1M | 684,974 | +206,966+30.22% | Add |
 HOME DEPOT INCHD |
| 0.31% | 0.07% | $67.7M | 191,900 | $14.9M | 45,434 | +146,466+322.37% | Add |
 SALESFORCE INCCRM |
| 0.27% | 0.71% | $60.6M | 387,019 | $152.6M | 817,369 | -430,350-52.65% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.27% | 0.04% | $58.6M | 208,507 | $9.6M | 39,645 | +168,862+425.94% | Add |
 VERISK ANALYTICS INC COMVRSK |
| 0.26% | 0.28% | $58.1M | 323,452 | $60.4M | 318,296 | +5,156+1.62% | Add |
