| AAlphabet Inc Class CGOOG |
| 13.5% | 13.49% | $214.3M | 606,485 | $206.6M | 720,125 | -113,640-15.78% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 13.24% | 12.09% | $210.2M | 419,181 | $185.2M | 376,681 | +42,500+11.28% | Add |
 MICROSOFT CORPMSFT |
| 13.06% | 11.57% | $207.2M | 555,426 | $177.2M | 478,708 | +76,718+16.03% | Add |
 HCA HEALTHCARE INCHCA |
| 12.26% | 14.05% | $194.6M | 499,017 | $215.1M | 454,444 | +44,573+9.81% | Add |
 BLACKSTONE INCBX |
| 11.48% | 10.45% | $182.2M | 1.5M | $160.0M | 1.4M | +157,000+11.28% | Add |
 VISA INCV |
| 8.56% | 7.82% | $135.9M | 396,017 | $119.7M | 396,017 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 7.96% | 8.02% | $126.3M | 245,819 | $122.8M | 245,819 | 00.00% | Unchanged |
 AON PLC SHS CL AAON |
| 7.36% | 6.78% | $116.8M | 352,191 | $103.8M | 321,689 | +30,502+9.48% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 6.82% | 6.68% | $108.2M | 649,418 | $102.2M | 589,456 | +59,962+10.17% | Add |
 CHARTER COMMUNICATIONSCHTR |
| 5.75% | 9.05% | $91.3M | 641,694 | $138.5M | 641,694 | 00.00% | Unchanged |
