 APPLE INCAAPL |
| 5.97% | 6.86% | $26.4M | 128,706 | $26.0M | 117,149 | +11,557+9.87% | Add |
 ZURN ELKAY WATER SOLNS CORPZWS |
| 5.69% | 5.99% | $25.2M | 688,164 | $22.7M | 688,164 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 5.41% | 4.42% | $23.9M | 48,061 | $16.8M | 44,650 | +3,411+7.64% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.48% | 2.63% | $11.0M | 17,764 | $10.0M | 17,799 | -35-0.20% | Reduce |
 KLA CORPKLAC |
| 2.21% | 1.95% | $9.7M | 10,882 | $7.4M | 10,882 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 1.78% | 1.41% | $7.9M | 44,598 | $5.4M | 34,658 | +9,940+28.68% | Add |
 JPMORGAN CHASE & COJPM |
| 1.76% | 1.72% | $7.8M | 26,832 | $6.5M | 26,602 | +230+0.86% | Add |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 1.7% | 1.96% | $7.5M | 148,580 | $7.4M | 146,740 | +1,840+1.25% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.7% | 1.2% | $7.5M | 7,605 | $4.5M | 4,805 | +2,800+58.27% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.6% | 1.33% | $7.1M | 23,990 | $5.0M | 20,308 | +3,682+18.13% | Add |
 ORACLE CORPORCL |
| 1.58% | 1.16% | $7.0M | 31,989 | $4.4M | 31,490 | +499+1.58% | Add |
 AMAZON COM INCAMZN |
| 1.47% | 1.26% | $6.5M | 29,705 | $4.8M | 25,101 | +4,604+18.34% | Add |
 ACCENTURE PLC IRELANDACN |
| 1.45% | 1.41% | $6.4M | 21,498 | $5.3M | 17,074 | +4,424+25.91% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.35% | 1.51% | $6.0M | 12,286 | $5.7M | 10,730 | +1,556+14.50% | Add |
 APPLIED MATLS INCAMAT |
| 1.29% | 0.24% | $5.7M | 31,158 | $920,523 | 6,343 | +24,815+391.22% | Add |
 TRAVELERS COSTRV |
| 1.26% | 1.45% | $5.6M | 20,750 | $5.5M | 20,750 | 00.00% | Unchanged |
 BLACKROCK INC COMBLK |
| 1.25% | 1.08% | $5.5M | 5,272 | $4.1M | 4,310 | +962+22.32% | Add |
| FFASTENAL CO COMFAST |
| 1.22% | 1.31% | $5.4M | 128,327 | $5.0M | 63,955 | +64,372+100.65% | Add |
 TEXAS INSTRS INCTXN |
| 1.18% | 1.28% | $5.2M | 25,220 | $4.9M | 27,077 | -1,857-6.86% | Reduce |
 WALMART INCWMT |
| 1.14% | 1.19% | $5.0M | 51,583 | $4.5M | 51,393 | +190+0.37% | Add |
 TJX COS INC NEWTJX |
| 1.06% | 1.03% | $4.7M | 38,111 | $3.9M | 32,021 | +6,090+19.02% | Add |
 MERCK & CO INCMRK |
| 1.01% | 1.36% | $4.5M | 56,220 | $5.2M | 57,390 | -1,170-2.04% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.98% | 1.21% | $4.3M | 27,135 | $4.6M | 26,985 | +150+0.56% | Add |
 VISA INCV |
| 0.97% | 0.64% | $4.3M | 12,101 | $2.4M | 6,926 | +5,175+74.72% | Add |
 EXXON MOBIL CORPXOM |
| 0.97% | 1.23% | $4.3M | 39,741 | $4.7M | 39,253 | +488+1.24% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.96% | 0.75% | $4.3M | 26,945 | $2.8M | 26,140 | +805+3.08% | Add |
 EATON CORP PLCETN |
| 0.94% | 0.91% | $4.2M | 11,687 | $3.5M | 12,697 | -1,010-7.95% | Reduce |
 CISCO SYS INCCSCO |
| 0.93% | 0.96% | $4.1M | 59,158 | $3.7M | 59,158 | 00.00% | Unchanged |
 ILLINOIS TOOLITW |
| 0.89% | 1.04% | $3.9M | 15,921 | $4.0M | 15,966 | -45-0.28% | Reduce |
 HOME DEPOT INCHD |
| 0.88% | 0.71% | $3.9M | 10,610 | $2.7M | 7,295 | +3,315+45.44% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.84% | 0.54% | $3.7M | 6,631 | $2.1M | 3,751 | +2,880+76.78% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.81% | 1.01% | $3.6M | 23,417 | $3.8M | 23,117 | +300+1.30% | Add |
 MCDONALDS CORPMCD |
| 0.8% | 0.94% | $3.6M | 12,169 | $3.6M | 11,446 | +723+6.32% | Add |
 ENBRIDGE INCENB |
| 0.8% | 0.88% | $3.5M | 77,738 | $3.3M | 75,341 | +2,397+3.18% | Add |
 AMPHENOL CORPAPH |
| 0.79% | 0.51% | $3.5M | 35,391 | $1.9M | 29,437 | +5,954+20.23% | Add |
 ANALOG DEVICES INC COMADI |
| 0.78% | 0.83% | $3.5M | 14,510 | $3.2M | 15,654 | -1,144-7.31% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.76% | 1.48% | $3.4M | 10,807 | $5.6M | 10,703 | +104+0.97% | Add |
 CORNING INCGLW |
| 0.76% | 0.77% | $3.3M | 63,578 | $2.9M | 63,578 | 00.00% | Unchanged |
 VALERO ENERGY CORP COMVLO |
| 0.75% | 0.94% | $3.3M | 24,697 | $3.6M | 26,918 | -2,221-8.25% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.73% | 0.33% | $3.2M | 8,128 | $1.2M | 3,318 | +4,810+144.97% | Add |
 PEPSICO INCPEP |
| 0.73% | 0.95% | $3.2M | 24,271 | $3.6M | 24,086 | +185+0.77% | Add |
| SSPDR SERIES TRUSTBIL |
| 0.72% | 0.65% | $3.2M | 34,573 | $2.5M | 26,968 | +7,605+28.20% | Add |
 SYSCO CORP COMSYY |
| 0.71% | 0.82% | $3.1M | 41,494 | $3.1M | 41,494 | 00.00% | Unchanged |
 AUTOMATIC DATA PROCESSING INADP |
| 0.7% | 0.81% | $3.1M | 10,073 | $3.1M | 10,067 | +6+0.06% | Add |
 KROGER CO COMKR |
| 0.68% | 0.73% | $3.0M | 41,781 | $2.8M | 41,125 | +656+1.60% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.67% | 0.81% | $3.0M | 42,662 | $3.1M | 43,062 | -400-0.93% | Reduce |
 BROADCOM INCAVGO |
| 0.63% | 0.49% | $2.8M | 10,027 | $1.9M | 11,081 | -1,054-9.51% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.61% | 0.35% | $2.7M | 464 | $1.3M | 290 | +174+60.00% | Add |
 META PLATFORMS INCMETA |
| 0.6% | 0.53% | $2.7M | 3,621 | $2.0M | 3,506 | +115+3.28% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.59% | 0.67% | $2.6M | 32,998 | $2.5M | 32,284 | +714+2.21% | Add |
