| OOREILLY AUTOMOTIVE INC COMORLY |
| 10.29% | 13.98% | $27.9M | 303,265 | $28.0M | 303,265 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 6.32% | 6.99% | $17.2M | 48,549 | $14.0M | 48,799 | -250-0.51% | Reduce |
 ALPHABET INCGOOGL |
| 6.11% | — | $16.6M | 46,405 | $0 | 0 | +46,405 | New Buy |
 STRYKER CORPORATIONSYK |
| 4.98% | 7.05% | $13.5M | 42,907 | $14.1M | 42,957 | -50-0.12% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 4.41% | 5.42% | $12.0M | 53,409 | $10.9M | 53,429 | -20-0.04% | Reduce |
| FFASTENAL CO COMFAST |
| 4.39% | 5.75% | $11.9M | 247,990 | $11.5M | 247,990 | 00.00% | Unchanged |
 ILLINOIS TOOLITW |
| 3.85% | 5.02% | $10.4M | 38,576 | $10.0M | 38,606 | -30-0.08% | Reduce |
 ORACLE CORPORCL |
| 3.54% | — | $9.6M | 65,589 | $0 | 0 | +65,589 | New Buy |
 APPLE INCAAPL |
| 3.1% | 3.69% | $8.4M | 29,100 | $7.4M | 29,100 | 00.00% | Unchanged |
 STARBUCKS CORPSBUX |
| 2.58% | 3.07% | $7.0M | 68,570 | $6.1M | 68,570 | 00.00% | Unchanged |
| RRB GLOBAL INCRBA |
| 2.5% | — | $6.8M | 58,140 | $0 | 0 | +58,140 | New Buy |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 2.3% | — | $6.2M | 50,735 | $0 | 0 | +50,735 | New Buy |
 EXPEDIA GROUP INCEXPE |
| 2.21% | 2.64% | $6.0M | 36,875 | $5.3M | 36,955 | -80-0.22% | Reduce |
 IDEXX LABS INC COMIDXX |
| 2.19% | 3.17% | $6.0M | 11,307 | $6.4M | 11,307 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 1.97% | 2.03% | $5.4M | 14,324 | $4.1M | 14,324 | 00.00% | Unchanged |
 AFFILIATED MANAGERS GROUPAMG |
| 1.93% | 2.15% | $5.2M | 15,481 | $4.3M | 15,581 | -100-0.64% | Reduce |
 AFLAC INC COMAFL |
| 1.93% | 2.45% | $5.2M | 44,650 | $4.9M | 44,650 | 00.00% | Unchanged |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.61% | 2.17% | $4.4M | 14,935 | $4.3M | 14,960 | -25-0.17% | Reduce |
 GE VERNOVA INCGEV |
| 1.55% | — | $4.2M | 3,569 | $0 | 0 | +3,569 | New Buy |
| WWEX INCWEX |
| 1.45% | 2.14% | $3.9M | 27,904 | $4.3M | 28,034 | -130-0.46% | Reduce |
 PEPSICO INCPEP |
| 1.43% | 2.22% | $3.9M | 28,580 | $4.4M | 28,650 | -70-0.24% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.42% | 1.89% | $3.9M | 7,691 | $3.8M | 7,711 | -20-0.26% | Reduce |
 DORMAN PRODS INCDORM |
| 1.42% | 1.47% | $3.9M | 28,250 | $2.9M | 28,250 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.38% | 1.81% | $3.8M | 14,795 | $3.6M | 14,795 | 00.00% | Unchanged |
| OOMNICOM GROUP INCOMC |
| 1.38% | 1.94% | $3.7M | 51,403 | $3.9M | 51,503 | -100-0.19% | Reduce |
 STATE STR CORP COMSTT |
| 1.38% | 1.39% | $3.7M | 22,001 | $2.8M | 22,001 | 00.00% | Unchanged |
| CCHEESECAKE FACTORY INCCAKE |
| 1.29% | 1.2% | $3.5M | 43,920 | $2.4M | 43,920 | 00.00% | Unchanged |
| GGILEAD SCIENCES INC COMGILD |
| 1.16% | 1.74% | $3.2M | 24,950 | $3.5M | 24,950 | 00.00% | Unchanged |
 BORGWARNER INCBWA |
| 1.15% | 1.27% | $3.1M | 47,030 | $2.6M | 47,030 | 00.00% | Unchanged |
 LAUDER ESTEE COS INC CL AEL |
| 1% | 1.24% | $2.7M | 34,484 | $2.5M | 34,484 | 00.00% | Unchanged |
| BBECTON DICKINSON & CO COMBDX |
| 0.91% | 1.28% | $2.5M | 16,349 | $2.6M | 16,349 | 00.00% | Unchanged |
 CINTAS CORP COMCTAS |
| 0.87% | 1.17% | $2.3M | 13,800 | $2.3M | 13,800 | 00.00% | Unchanged |
 BROADRIDGE FINL SOLUTIONS INBR |
| 0.86% | — | $2.3M | 16,950 | $0 | 0 | +16,950 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.73% | — | $2.0M | 2,639 | $0 | 0 | +2,639 | New Buy |
 GEN DIGITAL INCGEN |
| 0.7% | 0.72% | $1.9M | 76,425 | $1.4M | 76,425 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.63% | 0.84% | $1.7M | 4,567 | $1.7M | 4,567 | 00.00% | Unchanged |
 MOODYS CORPMCO |
| 0.61% | 0.8% | $1.7M | 3,679 | $1.6M | 3,679 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.59% | — | $1.6M | 6,335 | $0 | 0 | +6,335 | New Buy |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.55% | 0.72% | $1.5M | 2 | $1.4M | 2 | 00.00% | Unchanged |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 0.53% | — | $1.4M | 36,827 | $0 | 0 | +36,827 | New Buy |
| IISHARES MSCI EAFE ETFEFA |
| 0.52% | 0.66% | $1.4M | 13,640 | $1.3M | 13,640 | 00.00% | Unchanged |
 SYSCO CORP COMSYY |
| 0.5% | 0.58% | $1.4M | 16,360 | $1.2M | 16,360 | 00.00% | Unchanged |
| CCARMAX INCKMX |
| 0.49% | 0.52% | $1.3M | 24,960 | $1.0M | 25,080 | -120-0.48% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.47% | — | $1.3M | 3,932 | $0 | 0 | +3,932 | New Buy |
 ABBOTT LABORATORIESABT |
| 0.45% | 0.69% | $1.2M | 13,485 | $1.4M | 13,545 | -60-0.44% | Reduce |
 PHINIA INC COMMON STOCKPHIN |
| 0.45% | 0.51% | $1.2M | 14,826 | $1.0M | 14,826 | 00.00% | Unchanged |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.45% | — | $1.2M | 1,720 | $0 | 0 | +1,720 | New Buy |
| VVANGUARD FSTEVWO |
| 0.43% | 0.53% | $1.2M | 19,500 | $1.1M | 19,500 | 00.00% | Unchanged |
 WORKDAY INCWDAY |
| 0.42% | 0.61% | $1.1M | 9,391 | $1.2M | 9,391 | 00.00% | Unchanged |
 INTUITINTU |
| 0.42% | 0.94% | $1.1M | 4,370 | $1.9M | 4,370 | 00.00% | Unchanged |
