 ADVANCED MICRO DEVICES INCAMD |
| 9.38% | 5.32% | $26.5M | 45,661 | $13.9M | 68,121 | -22,460-32.97% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 6.36% | 5.41% | $18.0M | 77,219 | $14.1M | 77,237 | -18-0.02% | Reduce |
 VISA INCV |
| 6.05% | 5.62% | $17.1M | 49,858 | $14.6M | 48,403 | +1,455+3.01% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 5.72% | 6.61% | $16.2M | 17,300 | $17.2M | 17,294 | +6+0.03% | Add |
 JOHNSON & JOHNSONJNJ |
| 5.62% | 5.87% | $15.9M | 62,569 | $15.3M | 62,591 | -22-0.04% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 4.89% | 5.14% | $13.8M | 39,010 | $13.4M | 38,986 | +24+0.06% | Add |
 APPLE INCAAPL |
| 4.85% | 4.62% | $13.7M | 47,450 | $12.0M | 47,417 | +33+0.07% | Add |
 ALPHABET INCGOOGL |
| 4.83% | 4.22% | $13.7M | 38,216 | $11.0M | 38,226 | -10-0.03% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 4.72% | 4.86% | $13.3M | 144,853 | $12.7M | 137,206 | +7,647+5.57% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 3.79% | 4.07% | $10.7M | 91,915 | $10.6M | 91,630 | +285+0.31% | Add |
 MERCK & CO INCMRK |
| 3.66% | 3.63% | $10.4M | 80,662 | $9.4M | 78,545 | +2,117+2.70% | Add |
 ASML HLDG NVASML |
| 3.33% | 2.4% | $9.4M | 4,731 | $6.3M | 4,734 | -3-0.06% | Reduce |
 PROCTER & GAMBLE COPG |
| 3.32% | 3.55% | $9.4M | 64,110 | $9.3M | 64,114 | -4-0.01% | Reduce |
 CHEVRON CORPORATIONCVX |
| 3.08% | 4.17% | $8.7M | 52,518 | $10.9M | 52,535 | -17-0.03% | Reduce |
 TRACTOR SUPPLY CO COMTSCO |
| 2.91% | 4.58% | $8.2M | 260,482 | $11.9M | 263,227 | -2,745-1.04% | Reduce |
| FFASTENAL CO COMFAST |
| 2.66% | 2.79% | $7.5M | 156,650 | $7.3M | 156,650 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.43% | 2.52% | $6.9M | 13,738 | $6.6M | 13,702 | +36+0.26% | Add |
 IDACORP INCIDA |
| 2.37% | 2.43% | $6.7M | 44,221 | $6.3M | 44,258 | -37-0.08% | Reduce |
 ABBOTT LABORATORIESABT |
| 2.26% | 2.75% | $6.4M | 70,560 | $7.2M | 69,734 | +826+1.18% | Add |
 ILLINOIS TOOLITW |
| 2.01% | 2.1% | $5.7M | 21,050 | $5.5M | 21,050 | 00.00% | Unchanged |
 LEIDOS HOLDINGS INC COMLDOS |
| 1.75% | 2.86% | $5.0M | 48,108 | $7.5M | 47,964 | +144+0.30% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 1.62% | 1.32% | $4.6M | 78,903 | $3.4M | 58,802 | +20,101+34.18% | Add |
 COCA COLA COKO |
| 1.53% | 1.55% | $4.3M | 53,114 | $4.0M | 53,224 | -110-0.21% | Reduce |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.5% | 1.44% | $4.2M | 22,555 | $3.7M | 22,555 | 00.00% | Unchanged |
 ACCENTURE PLC IRELANDACN |
| 1.43% | 2.46% | $4.0M | 32,423 | $6.4M | 32,331 | +92+0.28% | Add |
 ELI LILLY & COLLY |
| 1.13% | 0.94% | $3.2M | 2,655 | $2.4M | 2,655 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 0.65% | 0.62% | $1.9M | 9,257 | $1.6M | 9,250 | +7+0.08% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.53% | 0.55% | $1.5M | 2 | $1.4M | 2 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.51% | 0.37% | $1.4M | 1,350 | $956,421 | 1,350 | 00.00% | Unchanged |
 WW GRAINGER INCGWW |
| 0.51% | 0.44% | $1.4M | 1,053 | $1.1M | 1,053 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.5% | 0.49% | $1.4M | 4,290 | $1.3M | 4,329 | -39-0.90% | Reduce |
 PAYCHEX INC COMPAYX |
| 0.46% | 0.47% | $1.3M | 13,245 | $1.2M | 13,245 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 0.46% | 0.46% | $1.3M | 2,500 | $1.2M | 2,410 | +90+3.73% | Add |
 MCKESSON CORP COMMCK |
| 0.36% | 0.45% | $1.0M | 1,345 | $1.2M | 1,345 | 00.00% | Unchanged |
 TRIMBLE INC COMTRMB |
| 0.35% | 0.48% | $984,831 | 19,243 | $1.3M | 19,243 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 0.28% | 0.27% | $795,600 | 2,925 | $709,664 | 2,925 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.26% | 0.28% | $744,175 | 1,995 | $719,981 | 1,945 | +50+2.57% | Add |
 PARSONS CORP DELPSN |
| 0.24% | 0.27% | $674,521 | 12,875 | $698,251 | 12,890 | -15-0.12% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 0.22% | — | $635,171 | 15,372 | $0 | 0 | +15,372 | New Buy |
 AMGEN INC COMAMGN |
| 0.17% | 0.18% | $470,756 | 1,300 | $457,405 | 1,300 | 00.00% | Unchanged |
 SOUTHERN COSO |
| 0.16% | 0.17% | $445,052 | 4,650 | $448,818 | 4,650 | 00.00% | Unchanged |
 COMMERCE BANCSHARES INCCBSH |
| 0.14% | 0.13% | $403,615 | 6,989 | $343,859 | 6,989 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 0.13% | 0.15% | $357,224 | 4,070 | $378,022 | 4,070 | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 0.11% | 0.08% | $315,371 | 707 | $212,117 | 535 | +172+32.15% | Add |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.09% | $303,864 | 860 | $246,700 | 860 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.1% | 0.1% | $273,327 | 775 | $254,890 | 775 | 00.00% | Unchanged |
| IISHARES S&P 100 ETFIWO |
| 0.09% | 0.09% | $256,109 | 700 | $222,649 | 700 | 00.00% | Unchanged |
 SERVICE CORP INTLSCI |
| 0.09% | 0.1% | $243,072 | 3,200 | $264,032 | 3,200 | 00.00% | Unchanged |
 AMERICAN ELEC PWR CO INCAEP |
| 0.08% | 0.08% | $225,737 | 1,650 | $216,282 | 1,650 | 00.00% | Unchanged |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.08% | 0.09% | $223,317 | 6,075 | $229,878 | 6,075 | 00.00% | Unchanged |
