 MICROSOFT CORPMSFT |
| 5.86% | 5.84% | $139.9M | 453,875 | $154.8M | 460,236 | -6,361-1.38% | Reduce |
 APPLE INCAAPL |
| 5.15% | 4.82% | $123.0M | 704,593 | $127.8M | 719,542 | -14,949-2.08% | Reduce |
 VISA INCV |
| 4.89% | 4.33% | $116.8M | 526,881 | $114.8M | 529,597 | -2,716-0.51% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.29% | 4.04% | $102.4M | 36,673 | $107.0M | 36,961 | -288-0.78% | Reduce |
| TTETRA TECH INC NEWTTEK |
| 3.46% | 3.24% | $82.5M | 500,238 | $85.8M | 505,046 | -4,808-0.95% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 3.36% | 3.79% | $80.1M | 237,551 | $100.4M | 242,189 | -4,638-1.92% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.87% | 3.02% | $68.5M | 115,994 | $80.0M | 119,944 | -3,950-3.29% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 2.44% | 2.38% | $58.1M | 255,515 | $63.0M | 255,321 | +194+0.08% | Add |
 JPMORGAN CHASE & COJPM |
| 2.43% | 2.55% | $58.1M | 426,470 | $67.7M | 427,273 | -803-0.19% | Reduce |
 STRYKER CORPORATIONSYK |
| 2.42% | 2.19% | $57.8M | 216,276 | $58.0M | 217,019 | -743-0.34% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.37% | 2.08% | $56.6M | 319,539 | $55.0M | 321,591 | -2,052-0.64% | Reduce |
 PAYPAL HLDGS INC COMPYPL |
| 2.22% | 3.15% | $53.0M | 458,515 | $83.5M | 442,640 | +15,875+3.59% | Add |
 DISNEY WALT CODIS |
| 2.2% | 2.23% | $52.6M | 383,310 | $59.0M | 380,728 | +2,582+0.68% | Add |
| FFIRST REP BK SAN FRAFRC |
| 2.17% | 2.49% | $51.7M | 319,122 | $65.9M | 319,064 | +58+0.02% | Add |
 ABBVIE INCABBV |
| 2.15% | 1.64% | $51.4M | 316,793 | $43.4M | 320,521 | -3,728-1.16% | Reduce |
 AMAZON COM INCAMZN |
| 2.07% | 1.9% | $49.3M | 15,127 | $50.3M | 15,081 | +46+0.31% | Add |
 BLACKROCK INC COMBLK |
| 1.98% | 2.09% | $47.2M | 61,767 | $55.3M | 60,399 | +1,368+2.26% | Add |
 ECOLAB INCECL |
| 1.88% | 2.25% | $44.8M | 253,609 | $59.7M | 254,528 | -919-0.36% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.82% | 1.68% | $43.4M | 75,342 | $44.5M | 78,339 | -2,997-3.83% | Reduce |
 ZOETIS INC CL AZTS |
| 1.8% | 2.12% | $42.9M | 227,360 | $56.2M | 230,103 | -2,743-1.19% | Reduce |
 ALPHABET INCGOOGL |
| 1.6% | 1.54% | $38.3M | 13,767 | $40.7M | 14,057 | -290-2.06% | Reduce |
 MCDONALDS CORPMCD |
| 1.6% | 1.55% | $38.1M | 154,228 | $41.0M | 152,870 | +1,358+0.89% | Add |
 PEPSICO INCPEP |
| 1.56% | 1.45% | $37.2M | 222,264 | $38.4M | 220,818 | +1,446+0.65% | Add |
 EXXON MOBIL CORPXOM |
| 1.53% | 1.02% | $36.6M | 443,493 | $27.1M | 443,619 | -126-0.03% | Reduce |
 PROGRESSIVE CORPPGR |
| 1.52% | 1.25% | $36.3M | 318,859 | $33.1M | 322,792 | -3,933-1.22% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 1.49% | 1.82% | $35.6M | 165,681 | $48.3M | 211,125 | -45,444-21.52% | Reduce |
 STARBUCKS CORPSBUX |
| 1.46% | 1.72% | $34.8M | 382,075 | $45.7M | 390,367 | -8,292-2.12% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.45% | 1.36% | $34.7M | 127,315 | $36.1M | 122,669 | +4,646+3.79% | Add |
 TJX COS INC NEWTJX |
| 1.39% | 1.57% | $33.3M | 549,584 | $41.5M | 546,928 | +2,656+0.49% | Add |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 1.26% | 1.23% | $30.0M | 299,138 | $32.5M | 297,648 | +1,490+0.50% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.24% | 1.03% | $29.6M | 58,125 | $27.2M | 54,250 | +3,875+7.14% | Add |
 SYSCO CORP COMSYY |
| 1.17% | 1.03% | $27.9M | 342,171 | $27.3M | 347,123 | -4,952-1.43% | Reduce |
 CISCO SYS INCCSCO |
| 1.1% | 1.16% | $26.3M | 471,003 | $30.8M | 486,793 | -15,790-3.24% | Reduce |
 ARES MANAGEMENT CORPORATIONARES |
| 1.09% | 0.75% | $25.9M | 319,158 | $19.8M | 244,790 | +74,368+30.38% | Add |
| VVANGUARD INDEX FDSVB |
| 1.06% | 1.02% | $25.3M | 118,817 | $27.0M | 119,643 | -826-0.69% | Reduce |
 TRANSUNIONTRU |
| 1.03% | 1.07% | $24.7M | 238,933 | $28.2M | 238,086 | +847+0.36% | Add |
 CROWN CASTLE INC COMCCI |
| 0.93% | 0.95% | $22.1M | 119,734 | $25.1M | 120,246 | -512-0.43% | Reduce |
 ADOBE INC COMADBE |
| 0.92% | 0.97% | $21.9M | 48,068 | $25.8M | 45,443 | +2,625+5.78% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.89% | 0.83% | $21.4M | 419,246 | $22.1M | 424,407 | -5,161-1.22% | Reduce |
 HOME DEPOT INCHD |
| 0.83% | 0.99% | $19.9M | 66,478 | $26.1M | 62,971 | +3,507+5.57% | Add |
 META PLATFORMS INCMETA |
| 0.83% | 1.45% | $19.9M | 89,357 | $38.3M | 113,968 | -24,611-21.59% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.76% | 0.59% | $18.1M | 51,299 | $15.7M | 52,484 | -1,185-2.26% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.76% | 0.73% | $18.1M | 118,260 | $19.3M | 118,198 | +62+0.05% | Add |
 ROPER TECHNOLOGIES INCROP |
| 0.72% | 0.66% | $17.1M | 36,317 | $17.4M | 35,474 | +843+2.38% | Add |
 US BANCORPUSB |
| 0.7% | 0.66% | $16.6M | 312,248 | $17.6M | 312,823 | -575-0.18% | Reduce |
 INTEL CORPINTC |
| 0.66% | 0.63% | $15.7M | 317,256 | $16.8M | 326,197 | -8,941-2.74% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.55% | 0.59% | $13.1M | 110,556 | $15.6M | 110,655 | -99-0.09% | Reduce |
| EENERSYSENS |
| 0.53% | 0.51% | $12.6M | 169,111 | $13.6M | 171,410 | -2,299-1.34% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.5% | 0.55% | $11.9M | 40,475 | $14.6M | 44,298 | -3,823-8.63% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.48% | 0.49% | $11.5M | 25,376 | $12.9M | 27,199 | -1,823-6.70% | Reduce |
