 ALPHABET INCGOOGL |
| 9.78% | 9.18% | $1.01B | 2.8M | $916.3M | 2.9M | -67,563-2.34% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 6.88% | 6.89% | $708.6M | 1.4M | $687.7M | 1.4M | +541+0.04% | Add |
 MICROSOFT CORPMSFT |
| 6.69% | 6.85% | $689.2M | 1.8M | $683.4M | 1.8M | +4,771+0.26% | Add |
 AMAZON COM INCAMZN |
| 5.2% | 5.36% | $535.9M | 2.2M | $535.1M | 2.2M | +3,524+0.16% | Add |
 APPLE INCAAPL |
| 4.06% | 3.73% | $418.4M | 1.4M | $372.1M | 1.4M | +17,551+1.23% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.69% | 3.43% | $380.6M | 1.9M | $342.7M | 1.8M | +85,095+4.68% | Add |
 STRYKER CORPORATIONSYK |
| 3.53% | 3.9% | $363.6M | 1.2M | $389.6M | 1.1M | +6,324+0.55% | Add |
 DANAHER CORP DEL COMDHR |
| 3.1% | 3.15% | $319.5M | 1.7M | $314.7M | 1.7M | +17,728+1.07% | Add |
 TJX COS INC NEWTJX |
| 3.01% | 3.42% | $310.6M | 2.1M | $341.0M | 2.1M | -59,888-2.84% | Reduce |
 INTUITINTU |
| 2.63% | 3.57% | $271.5M | 1.0M | $355.8M | 1.0M | +26,168+2.58% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 2.6% | 1.98% | $267.6M | 952,055 | $197.7M | 967,587 | -15,532-1.61% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.39% | 2.64% | $246.4M | 491,482 | $263.5M | 531,221 | -39,739-7.48% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.12% | 2.39% | $218.9M | 233,991 | $238.0M | 238,385 | -4,394-1.84% | Reduce |
 VISA INCV |
| 2.02% | 1.82% | $208.1M | 606,481 | $181.1M | 594,986 | +11,495+1.93% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.95% | 2.02% | $200.4M | 204,898 | $201.7M | 204,952 | -54-0.03% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 1.8% | 2.19% | $185.1M | 1.1M | $218.1M | 1.2M | -85,082-6.99% | Reduce |
 EOG RES INCEOG |
| 1.76% | 1.9% | $181.8M | 1.4M | $189.3M | 1.4M | +11,491+0.83% | Add |
 SERVICENOW INCNOW |
| 1.68% | 1.4% | $173.4M | 1.7M | $139.8M | 1.7M | +62,826+3.73% | Add |
 SYNOPSYS INCSNPS |
| 1.52% | 1.27% | $156.8M | 351,492 | $126.9M | 323,454 | +28,038+8.67% | Add |
 META PLATFORMS INCMETA |
| 1.5% | 1.67% | $154.5M | 274,239 | $166.6M | 264,570 | +9,669+3.65% | Add |
 CANADIAN NATL RY COCNI |
| 1.45% | 1.4% | $149.2M | 1.3M | $140.0M | 1.3M | -20,561-1.62% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.38% | 1.62% | $142.1M | 1.6M | $161.9M | 1.6M | -47,863-2.97% | Reduce |
 VEEVA SYS INCVEEV |
| 1.37% | 1.11% | $140.8M | 793,242 | $111.2M | 734,477 | +58,765+8.00% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.31% | 1.15% | $134.6M | 601,164 | $114.4M | 605,915 | -4,751-0.78% | Reduce |
 ASML HLDG NVASML |
| 1.25% | 0.8% | $129.2M | 64,926 | $80.3M | 54,328 | +10,598+19.51% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.17% | 1.12% | $120.3M | 240,375 | $111.9M | 233,103 | +7,272+3.12% | Add |
| FFISERV INCFISV |
| 1.1% | 1.4% | $112.9M | 2.3M | $140.0M | 2.5M | -194,013-7.77% | Reduce |
| QQUALCOMM INCQCOM |
| 1.02% | 0.85% | $105.0M | 568,090 | $85.0M | 663,893 | -95,803-14.43% | Reduce |
 CHURCH & DWIGHTCHD |
| 0.99% | 1.05% | $101.7M | 1.0M | $104.6M | 1.1M | -47,171-4.30% | Reduce |
| PPAYCOM SOFTWARE INCPAYC |
| 0.89% | 0.88% | $91.3M | 726,250 | $87.4M | 769,647 | -43,397-5.64% | Reduce |
 HOME DEPOT INCHD |
| 0.84% | 0.83% | $86.5M | 245,398 | $82.8M | 245,535 | -137-0.06% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.83% | 0.76% | $85.6M | 473,423 | $76.1M | 474,088 | -665-0.14% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.82% | 0.71% | $84.9M | 213,765 | $70.6M | 201,613 | +12,152+6.03% | Add |
 STARBUCKS CORPSBUX |
| 0.78% | 0.82% | $80.6M | 788,650 | $81.9M | 847,946 | -59,296-6.99% | Reduce |
 ELI LILLY & COLLY |
| 0.7% | 0.37% | $71.7M | 59,780 | $36.8M | 39,188 | +20,592+52.55% | Add |
 LOWES COS INC COMLOW |
| 0.66% | 0.77% | $67.5M | 306,171 | $76.4M | 312,897 | -6,726-2.15% | Reduce |
 UNION PAC CORPUNP |
| 0.64% | 0.57% | $66.1M | 243,107 | $56.7M | 226,335 | +16,772+7.41% | Add |
 CARLISLE COS INCCSL |
| 0.63% | 0.46% | $64.7M | 178,330 | $46.2M | 132,345 | +45,985+34.75% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.63% | 0.68% | $64.6M | 701,277 | $67.4M | 724,600 | -23,323-3.22% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.62% | 0.61% | $64.2M | 252,775 | $61.1M | 256,261 | -3,486-1.36% | Reduce |
 IDEXX LABS INC COMIDXX |
| 0.6% | 0.69% | $61.7M | 117,195 | $68.9M | 122,304 | -5,109-4.18% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.59% | 0.6% | $61.2M | 417,142 | $60.2M | 414,454 | +2,688+0.65% | Add |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.57% | $59.6M | 168,603 | $56.8M | 179,906 | -11,303-6.28% | Reduce |
| WWISE GROUP PLC ORD SHS CLASS AWSE |
| 0.51% | — | $52.1M | 4.4M | $0 | 0 | +4.4M | New Buy |
| WWEX INCWEX |
| 0.5% | 0.6% | $51.8M | 367,338 | $59.8M | 375,110 | -7,772-2.07% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.49% | 0.57% | $50.9M | 372,595 | $56.5M | 370,634 | +1,961+0.53% | Add |
| DDICKS SPORTING GOODS INCDKS |
| 0.42% | 0.39% | $43.0M | 189,630 | $38.8M | 182,824 | +6,806+3.72% | Add |
 MERCK & CO INCMRK |
| 0.41% | 0.41% | $42.8M | 332,735 | $40.9M | 337,029 | -4,294-1.27% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 0.4% | 0.54% | $41.1M | 65,875 | $54.2M | 72,430 | -6,555-9.05% | Reduce |
 VERALTO CORP COM SHSVLTO |
| 0.37% | 0.39% | $37.8M | 426,513 | $38.7M | 432,805 | -6,292-1.45% | Reduce |
