 ALPHABET INCGOOGL |
| 6.88% | 6.65% | $15.9M | 44,557 | $13.4M | 46,570 | -2,013-4.32% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.98% | 6.07% | $13.8M | 69,131 | $12.2M | 70,063 | -932-1.33% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 5.27% | 2.2% | $12.2M | 21,007 | $4.4M | 21,742 | -735-3.38% | Reduce |
 APPLE INCAAPL |
| 5.22% | 5.45% | $12.1M | 41,716 | $11.0M | 43,240 | -1,524-3.52% | Reduce |
 APPLIED MATLS INCAMAT |
| 4.49% | 2.42% | $10.4M | 14,374 | $4.9M | 14,229 | +145+1.02% | Add |
 ANALOG DEVICES INC COMADI |
| 4.17% | 4.02% | $9.6M | 24,276 | $8.1M | 25,442 | -1,166-4.58% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 3.64% | 4.02% | $8.4M | 16,392 | $8.1M | 16,187 | +205+1.27% | Add |
 MICROSOFT CORPMSFT |
| 3.63% | 3.99% | $8.4M | 22,516 | $8.0M | 21,677 | +839+3.87% | Add |
 RTX CORPORATIONRTX |
| 3.42% | 4.12% | $7.9M | 41,681 | $8.3M | 43,016 | -1,335-3.10% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 3.38% | 2.73% | $7.8M | 15,796 | $5.5M | 15,300 | +496+3.24% | Add |
 JOHNSON & JOHNSONJNJ |
| 3.33% | 3.71% | $7.7M | 30,391 | $7.5M | 30,551 | -160-0.52% | Reduce |
 AMAZON COM INCAMZN |
| 3.32% | 3.21% | $7.7M | 32,250 | $6.5M | 31,015 | +1,235+3.98% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 2.75% | 2.87% | $6.4M | 28,413 | $5.8M | 28,463 | -50-0.18% | Reduce |
 TJX COS INC NEWTJX |
| 2.68% | 3.17% | $6.2M | 40,946 | $6.4M | 39,921 | +1,025+2.57% | Add |
 PROCTER & GAMBLE COPG |
| 2.54% | 2.87% | $5.9M | 40,071 | $5.8M | 39,931 | +140+0.35% | Add |
 ABBOTT LABORATORIESABT |
| 2.41% | 3.04% | $5.6M | 61,390 | $6.1M | 59,620 | +1,770+2.97% | Add |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 2.4% | 2.2% | $5.5M | 85,119 | $4.4M | 81,374 | +3,745+4.60% | Add |
 ELI LILLY & COLLY |
| 2.38% | 1.86% | $5.5M | 4,590 | $3.7M | 4,062 | +528+13.00% | Add |
 APTARGROUP INCATR |
| 1.97% | 2.32% | $4.6M | 36,484 | $4.7M | 37,059 | -575-1.55% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.96% | 2.24% | $4.5M | 23,856 | $4.5M | 23,736 | +120+0.51% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.81% | 1.75% | $4.2M | 8,423 | $3.5M | 7,885 | +538+6.82% | Add |
 XYLEM INCXYL |
| 1.71% | 1.91% | $4.0M | 33,488 | $3.9M | 32,238 | +1,250+3.88% | Add |
 ABBVIE INCABBV |
| 1.61% | 1.61% | $3.7M | 14,837 | $3.2M | 14,937 | -100-0.67% | Reduce |
 HOME DEPOT INCHD |
| 1.58% | 1.67% | $3.7M | 10,364 | $3.4M | 10,249 | +115+1.12% | Add |
 AMERICAN EXPRESS COAXP |
| 1.52% | 1.32% | $3.5M | 10,389 | $2.7M | 8,779 | +1,610+18.34% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.45% | 1.41% | $3.4M | 36,470 | $2.8M | 30,185 | +6,285+20.82% | Add |
 CANADIAN NATL RY COCNI |
| 1.42% | 1.43% | $3.3M | 27,487 | $2.9M | 27,967 | -480-1.72% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.39% | 2% | $3.2M | 23,560 | $4.0M | 23,760 | -200-0.84% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.36% | 1.41% | $3.2M | 9,628 | $2.8M | 9,628 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 1.32% | 1.3% | $3.0M | 42,210 | $2.6M | 36,315 | +5,895+16.23% | Add |
 BROADCOM INCAVGO |
| 1.3% | 0.99% | $3.0M | 7,984 | $2.0M | 6,454 | +1,530+23.71% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.04% | 0.84% | $2.4M | 27,388 | $1.7M | 18,143 | +9,245+50.96% | Add |
 CHEVRON CORPORATIONCVX |
| 0.89% | 1.29% | $2.1M | 12,456 | $2.6M | 12,537 | -81-0.65% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 0.69% | 0.28% | $1.6M | 9,603 | $569,839 | 3,508 | +6,095+173.75% | Add |
 AMGEN INC COMAMGN |
| 0.62% | 0.7% | $1.4M | 3,986 | $1.4M | 3,986 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.58% | 0.72% | $1.4M | 6,140 | $1.5M | 6,140 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.56% | 0.61% | $1.3M | 10,150 | $1.2M | 10,150 | 00.00% | Unchanged |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.49% | 0.41% | $1.1M | 13,210 | $819,244 | 10,415 | +2,795+26.84% | Add |
 INTEL CORPINTC |
| 0.47% | 0.18% | $1.1M | 7,800 | $361,866 | 8,200 | -400-4.88% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.47% | 0.48% | $1.1M | 2,200 | $958,502 | 2,300 | -100-4.35% | Reduce |
 CISCO SYS INCCSCO |
| 0.46% | 0.35% | $1.1M | 9,127 | $708,164 | 9,127 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.46% | 0.57% | $1.1M | 1,143 | $1.1M | 1,143 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 0.46% | 0.53% | $1.1M | 7,200 | $1.1M | 7,200 | 00.00% | Unchanged |
 EMERSON ELEC COEMR |
| 0.45% | 0.48% | $1.1M | 7,337 | $961,294 | 7,337 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 0.42% | 0.51% | $977,893 | 3,106 | $1.0M | 3,106 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 0.31% | 0.32% | $726,240 | 2,670 | $647,795 | 2,670 | 00.00% | Unchanged |
 ECOLAB INCECL |
| 0.29% | 0.32% | $677,022 | 2,430 | $646,429 | 2,430 | 00.00% | Unchanged |
| IISHARES RUSSELLIWB |
| 0.28% | 0.28% | $649,057 | 1,585 | $570,496 | 1,600 | -15-0.94% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.28% | 0.35% | $644,334 | 5,100 | $710,787 | 5,100 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 0.22% | 0.16% | $503,738 | 1,690 | $328,097 | 1,690 | 00.00% | Unchanged |
