 NVIDIA CORPORATIONNVDA |
| 3.09% | 2.97% | $34.7M | 69,986 | $60.5M | 139,018 | -69,032-49.66% | Reduce |
 MICROSOFT CORPMSFT |
| 3.05% | 3.07% | $34.3M | 91,127 | $62.5M | 197,856 | -106,729-53.94% | Reduce |
 APPLE INCAAPL |
| 2.97% | 3.1% | $33.4M | 173,372 | $63.1M | 368,537 | -195,165-52.96% | Reduce |
 AMAZON COM INCAMZN |
| 2.86% | 2.52% | $32.1M | 211,455 | $51.3M | 403,570 | -192,115-47.60% | Reduce |
 META PLATFORMS INCMETA |
| 2.08% | 1.95% | $23.3M | 65,955 | $39.8M | 132,506 | -66,551-50.22% | Reduce |
 ALPHABET INCGOOGL |
| 2.05% | 2.1% | $23.0M | 164,560 | $42.7M | 326,322 | -161,762-49.57% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.04% | 2.1% | $22.9M | 162,829 | $42.8M | 324,467 | -161,638-49.82% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.02% | 2% | $22.7M | 53,304 | $40.7M | 102,906 | -49,602-48.20% | Reduce |
 VISA INCV |
| 1.99% | 1.98% | $22.4M | 86,037 | $40.3M | 175,109 | -89,072-50.87% | Reduce |
 MERCK & CO INCMRK |
| 1.53% | 1.4% | $17.1M | 157,288 | $28.5M | 276,406 | -119,118-43.10% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.52% | 1.54% | $17.0M | 25,796 | $31.3M | 55,419 | -29,623-53.45% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.51% | 1.27% | $17.0M | 99,857 | $25.8M | 177,902 | -78,045-43.87% | Reduce |
 WELLS FARGO CO NEWWFC |
| 1.49% | 1.47% | $16.8M | 341,090 | $30.0M | 733,987 | -392,897-53.53% | Reduce |
 WASTE MGMT INC DELWM |
| 1.48% | 1.45% | $16.6M | 92,958 | $29.5M | 193,266 | -100,308-51.90% | Reduce |
 MCDONALDS CORPMCD |
| 1.48% | 1.45% | $16.6M | 56,101 | $29.6M | 112,205 | -56,104-50.00% | Reduce |
 PEPSICO INCPEP |
| 1.47% | 1.46% | $16.5M | 97,280 | $29.8M | 175,738 | -78,458-44.64% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 1.47% | 1.47% | $16.5M | 227,895 | $29.9M | 430,170 | -202,275-47.02% | Reduce |
 LINDE PLCLIN |
| 1.47% | 1.5% | $16.5M | 40,064 | $30.6M | 82,222 | -42,158-51.27% | Reduce |
 COCA COLA COKO |
| 1.46% | 1.47% | $16.4M | 277,640 | $29.8M | 533,010 | -255,370-47.91% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.44% | 1.52% | $16.2M | 85,562 | $30.8M | 162,089 | -76,527-47.21% | Reduce |
 PAYCHEX INC COMPAYX |
| 1.39% | 1.52% | $15.6M | 131,324 | $30.8M | 267,454 | -136,130-50.90% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.35% | 1.17% | $15.2M | 151,817 | $23.8M | 202,685 | -50,868-25.10% | Reduce |
 ELI LILLY & COLLY |
| 1.24% | 0.93% | $14.0M | 23,952 | $18.9M | 35,180 | -11,228-31.92% | Reduce |
| AANSYS INC COMANSS |
| 1.16% | 0.5% | $13.0M | 35,836 | $10.2M | 34,342 | +1,494+4.35% | Add |
 APPLIED MATLS INCAMAT |
| 1.06% | 0.56% | $11.9M | 73,523 | $11.3M | 81,746 | -8,223-10.06% | Reduce |
 QUANTA SVCS INCPWR |
| 1.05% | 0.55% | $11.8M | 54,873 | $11.1M | 59,313 | -4,440-7.49% | Reduce |
 NETFLIX INCNFLX |
| 1.05% | 0.55% | $11.8M | 24,273 | $11.1M | 29,466 | -5,193-17.62% | Reduce |
 DEXCOM INCDXCM |
| 1.04% | 0.52% | $11.7M | 94,095 | $10.6M | 113,977 | -19,882-17.44% | Reduce |
 SLB LIMITEDSLB |
| 1.04% | 1.35% | $11.6M | 223,764 | $27.5M | 472,294 | -248,530-52.62% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 1.03% | 0.48% | $11.6M | 5,081 | $9.8M | 5,357 | -276-5.15% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.03% | 0.93% | $11.5M | 28,349 | $19.0M | 54,649 | -26,300-48.13% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.03% | 0.52% | $11.5M | 38,510 | $10.5M | 38,450 | +60+0.16% | Add |
 BROADCOM INCAVGO |
| 1.03% | 0.98% | $11.5M | 10,331 | $19.9M | 23,942 | -13,611-56.85% | Reduce |
 DEERE & CODE |
| 1.02% | 0.91% | $11.4M | 28,614 | $18.6M | 49,287 | -20,673-41.94% | Reduce |
 KLA CORPKLAC |
| 1.02% | 0.99% | $11.4M | 19,610 | $20.1M | 43,830 | -24,220-55.26% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 1% | 0.86% | $11.3M | 86,540 | $17.4M | 122,856 | -36,316-29.56% | Reduce |
| PPAYLOCITY HLDG CORPPCTY |
| 1% | 0.94% | $11.2M | 67,859 | $19.1M | 104,970 | -37,111-35.35% | Reduce |
 AMPHENOL CORPAPH |
| 0.99% | 1.54% | $11.2M | 112,591 | $31.3M | 372,959 | -260,368-69.81% | Reduce |
 ADOBE INC COMADBE |
| 0.99% | 1.18% | $11.2M | 18,700 | $24.0M | 47,130 | -28,430-60.32% | Reduce |
 SMUCKER J M COSJM |
| 0.99% | — | $11.1M | 88,200 | $0 | 0 | +88,200 | New Buy |
 RESMED INCRMD |
| 0.99% | 1% | $11.1M | 64,746 | $20.5M | 138,308 | -73,562-53.19% | Reduce |
 SCHEIN HENRY INCHSIC |
| 0.99% | 0.92% | $11.1M | 146,860 | $18.6M | 251,033 | -104,173-41.50% | Reduce |
 WW GRAINGER INCGWW |
| 0.99% | — | $11.1M | 13,364 | $0 | 0 | +13,364 | New Buy |
 MICROCHIP TECHNOLOGYMCHP |
| 0.98% | 0.98% | $11.0M | 122,523 | $19.9M | 254,617 | -132,094-51.88% | Reduce |
 ROPER TECHNOLOGIES INCROP |
| 0.98% | 1.08% | $11.0M | 20,257 | $21.9M | 45,268 | -25,011-55.25% | Reduce |
 REPUBLIC SVCS INCRSG |
| 0.98% | 0.91% | $11.0M | 66,855 | $18.6M | 130,581 | -63,726-48.80% | Reduce |
 CENCORA INCCOR |
| 0.98% | 0.87% | $11.0M | 53,448 | $17.6M | 97,992 | -44,544-45.46% | Reduce |
 AIRBNB INC COM CL AABNB |
| 0.97% | 1.11% | $10.9M | 80,338 | $22.6M | 165,063 | -84,725-51.33% | Reduce |
| MMARATHON OIL CORPMRO |
| 0.97% | 0.49% | $10.9M | 449,551 | $10.0M | 373,341 | +76,210+20.41% | Add |
 SERVICENOW INCNOW |
| 0.96% | 0.91% | $10.8M | 15,333 | $18.5M | 33,012 | -17,679-53.55% | Reduce |
