 NXP SEMICONDUCTORS N VNXPI |
| 6.26% | 4.76% | $818.1M | 2.9M | $543.2M | 2.8M | +151,837+5.50% | Add |
 ALPHABET INCGOOGL |
| 5.44% | 4.99% | $711.5M | 2.0M | $568.4M | 2.0M | +14,356+0.73% | Add |
 MICROSOFT CORPMSFT |
| 5.06% | 5.68% | $662.3M | 1.8M | $647.8M | 1.7M | +25,437+1.45% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 4.61% | 4.93% | $603.0M | 3.4M | $562.2M | 133,538 | +3.2M+2,433.21% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.11% | 2.82% | $537.8M | 1.1M | $321.9M | 952,622 | +173,445+18.21% | Add |
 AMAZON COM INCAMZN |
| 3.52% | 3.26% | $460.6M | 1.9M | $371.3M | 1.8M | +149,574+8.39% | Add |
 Markel Group Inc.MKL |
| 3.44% | 3.8% | $450.4M | 230,637 | $432.9M | 226,148 | +4,489+1.98% | Add |
 BROWN & BROWN INC COMBRO |
| 3.29% | 3.36% | $430.4M | 6.7M | $382.9M | 5.9M | +837,827+14.27% | Add |
 META PLATFORMS INCMETA |
| 3.28% | 3.78% | $429.3M | 762,102 | $431.1M | 753,583 | +8,519+1.13% | Add |
 LITTELFUSE INCLFUS |
| 3.25% | 2.92% | $425.1M | 933,511 | $333.5M | 982,714 | -49,203-5.01% | Reduce |
| KKKR & CO INC COMKKR |
| 3.09% | 3.52% | $403.5M | 4.4M | $401.8M | 4.3M | +52,356+1.21% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.87% | 2.89% | $375.8M | 818,575 | $329.3M | 679,011 | +139,564+20.55% | Add |
 CORPAY INCCPAY |
| 2.35% | 2.33% | $307.4M | 922,400 | $265.4M | 912,107 | +10,293+1.13% | Add |
 VISA INCV |
| 2.23% | 1.58% | $291.6M | 849,805 | $179.6M | 594,262 | +255,543+43.00% | Add |
 LENNAR CORPLEN |
| 1.86% | 2.03% | $243.6M | 2.7M | $231.2M | 2.7M | +30,119+1.13% | Add |
 CHUBB LIMITEDCB |
| 1.72% | 1.86% | $225.2M | 660,867 | $212.6M | 652,205 | +8,662+1.33% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.71% | 1.9% | $223.0M | 444,819 | $216.6M | 440,724 | +4,095+0.93% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.6% | 1.64% | $209.0M | 1.0M | $186.9M | 1.1M | -27,299-2.55% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.5% | 1.4% | $196.4M | 392,413 | $159.7M | 333,365 | +59,048+17.71% | Add |
| PPTC INC COMPTC |
| 1.29% | 1.83% | $168.6M | 1.5M | $208.8M | 1.5M | +18,495+1.26% | Add |
 APPLE INCAAPL |
| 1.29% | 1.26% | $168.5M | 582,428 | $143.2M | 564,361 | +18,067+3.20% | Add |
 ICON PUB LTD COICLR |
| 1.28% | 0.89% | $167.1M | 961,665 | $101.7M | 918,713 | +42,952+4.68% | Add |
 ANALOG DEVICES INC COMADI |
| 0.98% | 0.99% | $128.2M | 322,902 | $112.8M | 354,484 | -31,582-8.91% | Reduce |
| NNVR INCNVR |
| 0.94% | 1.03% | $122.8M | 18,017 | $116.9M | 17,736 | +281+1.58% | Add |
 BROADCOM INCAVGO |
| 0.76% | 0.68% | $99.7M | 263,977 | $77.1M | 248,986 | +14,991+6.02% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.75% | 0.82% | $98.1M | 131 | $93.4M | 130 | +1+0.77% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.73% | — | $95.5M | 415,941 | $0 | 0 | +415,941 | New Buy |
| BBANK OF AMER CORPBAC |
| 0.6% | 0.58% | $78.2M | 1.4M | $66.0M | 1.4M | +17,954+1.33% | Add |
 PROCTER & GAMBLE COPG |
| 0.55% | 0.51% | $71.7M | 489,112 | $57.8M | 400,329 | +88,783+22.18% | Add |
 JPMORGAN CHASE & COJPM |
| 0.53% | 0.54% | $69.1M | 210,989 | $61.3M | 208,383 | +2,606+1.25% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.49% | 0.15% | $64.6M | 55,931 | $17.3M | 51,350 | +4,581+8.92% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.47% | 0.33% | $61.9M | 489,860 | $37.2M | 267,255 | +222,605+83.29% | Add |
 INVITATION HOMES INCINVH |
| 0.47% | 0.43% | $61.1M | 2.0M | $49.5M | 2.0M | +30,235+1.52% | Add |
 ELI LILLY & COLLY |
| 0.44% | 0.37% | $57.5M | 47,928 | $42.3M | 45,972 | +1,956+4.25% | Add |
 JABIL INCJBL |
| 0.44% | 0.46% | $57.2M | 148,291 | $52.2M | 196,416 | -48,125-24.50% | Reduce |
 WESCO INTL INCWCC |
| 0.43% | 0.46% | $56.6M | 163,955 | $52.0M | 189,951 | -25,996-13.69% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.43% | 0.47% | $56.2M | 414,545 | $54.1M | 409,238 | +5,307+1.30% | Add |
 CATERPILLAR INCCAT |
| 0.41% | 0.32% | $53.5M | 50,195 | $36.4M | 51,430 | -1,235-2.40% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.41% | 0.28% | $53.4M | 123,163 | $31.8M | 148,761 | -25,598-17.21% | Reduce |
 WINTRUST FINL CORPWTFC |
| 0.41% | 0.36% | $53.0M | 329,608 | $40.9M | 294,670 | +34,938+11.86% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.4% | 0.08% | $52.6M | 1.2M | $8.6M | 171,420 | +1.1M+625.02% | Add |
 QUEST DIAGNOSTICS INCDGX |
| 0.39% | 0.44% | $51.5M | 242,907 | $50.2M | 256,298 | -13,391-5.22% | Reduce |
 MEDTRONIC PLCMDT |
| 0.38% | 0.29% | $49.6M | 633,450 | $32.8M | 378,953 | +254,497+67.16% | Add |
 BRUNSWICK CORPBC |
| 0.37% | 0.38% | $48.7M | 578,256 | $43.9M | 602,804 | -24,548-4.07% | Reduce |
| CCITIGROUP INCC |
| 0.37% | 0.33% | $48.7M | 348,041 | $37.7M | 332,802 | +15,239+4.58% | Add |
 APPLIED MATLS INCAMAT |
| 0.37% | 0.2% | $48.7M | 67,347 | $23.1M | 67,456 | -109-0.16% | Reduce |
 CNH INDL N VCNH |
| 0.36% | 0.35% | $47.0M | 4.2M | $39.9M | 3.6M | +561,422+15.49% | Add |
 PEPSICO INCPEP |
| 0.36% | 0.46% | $46.4M | 342,887 | $52.8M | 339,748 | +3,139+0.92% | Add |
 EXPAND ENERGY CORPORATIONEXE |
| 0.34% | 0.25% | $44.5M | 487,647 | $29.0M | 264,406 | +223,241+84.43% | Add |
 ROYAL BK CDA COMRY |
| 0.34% | 0.3% | $44.1M | 152,441 | $33.7M | 152,083 | +358+0.24% | Add |
