 NVIDIA CORPORATIONNVDA |
| 2.35% | 1.55% | $25.9M | 129,520 | $21.9M | 132,541 | -3,021-2.28% | Reduce |
 SERVICE CORP INTLSCI |
| 2.33% | 3.15% | $25.8M | 339,387 | $44.5M | 545,761 | -206,374-37.81% | Reduce |
 VISA INCV |
| 2.12% | 2.65% | $23.4M | 68,205 | $37.4M | 124,972 | -56,767-45.42% | Reduce |
 SMURFIT WESTROCK PLC SHSSW |
| 1.99% | — | $22.0M | 476,031 | $0 | 0 | +476,031 | New Buy |
 ENBRIDGE INCENB |
| 1.83% | 1.46% | $20.3M | 373,668 | $20.7M | 380,468 | -6,800-1.79% | Reduce |
 UNION PAC CORPUNP |
| 1.75% | 1.55% | $19.3M | 71,127 | $22.0M | 91,762 | -20,635-22.49% | Reduce |
 COCA COLA COKO |
| 1.63% | 0.32% | $18.0M | 221,818 | $4.5M | 59,018 | +162,800+275.85% | Add |
 ALPHABET INCGOOGL |
| 1.63% | 0.74% | $18.0M | 50,330 | $10.4M | 38,169 | +12,161+31.86% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.61% | 1.38% | $17.8M | 70,036 | $19.5M | 80,539 | -10,503-13.04% | Reduce |
 US FOODS HLDG CORPUSFD |
| 1.56% | 1.95% | $17.2M | 168,099 | $27.5M | 302,241 | -134,142-44.38% | Reduce |
 WINTRUST FINL CORPWTFC |
| 1.51% | 1.78% | $16.6M | 103,577 | $25.1M | 187,772 | -84,195-44.84% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 1.47% | 2.13% | $16.3M | 97,538 | $30.1M | 186,218 | -88,680-47.62% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.41% | 0.71% | $15.6M | 37,491 | $10.0M | 38,136 | -645-1.69% | Reduce |
 LINDE PLCLIN |
| 1.37% | 1.02% | $15.1M | 29,131 | $14.5M | 28,991 | +140+0.48% | Add |
 JPMORGAN CHASE & COJPM |
| 1.35% | 0.82% | $14.9M | 45,621 | $11.6M | 40,941 | +4,680+11.43% | Add |
 EDISON INTLEIX |
| 1.31% | 0.98% | $14.5M | 194,600 | $13.9M | 193,000 | +1,600+0.83% | Add |
 UNITED PARCEL SVCS INCUPS |
| 1.29% | — | $14.3M | 132,900 | $0 | 0 | +132,900 | New Buy |
 ALTRIA GROUP INCMO |
| 1.29% | 0.92% | $14.2M | 197,700 | $13.0M | 193,500 | +4,200+2.17% | Add |
| AATI INCATI |
| 1.28% | — | $14.2M | 71,928 | $0 | 0 | +71,928 | New Buy |
 IDEX CORPIEX |
| 1.27% | 1.65% | $14.0M | 61,851 | $23.3M | 126,647 | -64,796-51.16% | Reduce |
 MERCK & CO INCMRK |
| 1.27% | 0.93% | $14.0M | 109,020 | $13.1M | 111,020 | -2,000-1.80% | Reduce |
 VULCAN MATLS COVMC |
| 1.25% | 1.47% | $13.8M | 46,849 | $20.8M | 77,818 | -30,969-39.80% | Reduce |
 MORGAN STANLEYMS |
| 1.25% | — | $13.8M | 65,800 | $0 | 0 | +65,800 | New Buy |
 GALLAGHER ARTHUR J & CO COMAJG |
| 1.24% | 1.52% | $13.7M | 59,733 | $21.4M | 99,264 | -39,531-39.82% | Reduce |
 Tc Energy Corp COMMONTRP |
| 1.24% | 1.08% | $13.7M | 206,807 | $15.3M | 242,607 | -35,800-14.76% | Reduce |
 IQVIA HLDGS INCIQV |
| 1.23% | 1.63% | $13.5M | 70,114 | $23.1M | 139,028 | -68,914-49.57% | Reduce |
| EESCO TECHNOLOGIES INCESE |
| 1.21% | 0.03% | $13.4M | 38,284 | $435,000 | 1,615 | +36,669+2,270.53% | Add |
 PROSPERITY BANCSHARES INCPB |
| 1.2% | 1.77% | $13.2M | 181,077 | $25.1M | 381,757 | -200,680-52.57% | Reduce |
 RAYMOND JAMES FINL INCRJF |
| 1.19% | 1.75% | $13.2M | 86,521 | $24.7M | 175,502 | -88,981-50.70% | Reduce |
| HHEALTHEQUITY INCHQY |
| 1.19% | 1.66% | $13.1M | 145,243 | $23.5M | 287,847 | -142,604-49.54% | Reduce |
 LIVE NATION ENTERTAINMENT INLYV |
| 1.17% | 1.24% | $13.0M | 70,840 | $17.5M | 117,682 | -46,842-39.80% | Reduce |
 CORPAY INCCPAY |
| 1.15% | 1.86% | $12.7M | 38,116 | $26.4M | 90,652 | -52,536-57.95% | Reduce |
 IDEXX LABS INC COMIDXX |
| 1.13% | 1.42% | $12.5M | 23,652 | $20.1M | 36,004 | -12,352-34.31% | Reduce |
 FEDEX CORPFDX |
| 1.12% | 0.4% | $12.4M | 39,550 | $5.6M | 16,500 | +23,050+139.70% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 1.12% | 0.9% | $12.3M | 142,245 | $12.7M | 163,693 | -21,448-13.10% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 1.1% | 1.46% | $12.2M | 32,912 | $20.6M | 64,614 | -31,702-49.06% | Reduce |
| SSITEONE LANDSCAPE SUPPLY INCSITE |
| 1.1% | 1.89% | $12.2M | 106,363 | $26.7M | 205,358 | -98,995-48.21% | Reduce |
 FULLER H B COFUL |
| 1.1% | 1.72% | $12.1M | 208,360 | $24.3M | 407,705 | -199,345-48.89% | Reduce |
 DESCARTES SYS GROUP INCDSGX |
| 1.1% | 1.59% | $12.1M | 175,202 | $22.5M | 317,515 | -142,313-44.82% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 1.1% | 1.41% | $12.1M | 89,784 | $19.9M | 149,206 | -59,422-39.83% | Reduce |
 KIRBY CORPKEX |
| 1.08% | 0.64% | $11.9M | 87,318 | $9.0M | 67,220 | +20,098+29.90% | Add |
| TTETRA TECH INC NEWTTEK |
| 1.07% | 1.7% | $11.8M | 408,394 | $24.0M | 805,589 | -397,195-49.30% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 1.06% | 0.43% | $11.8M | 5,930 | $6.0M | 4,750 | +1,180+24.84% | Add |
| RROLLINS INC COMROL |
| 1.06% | 1.74% | $11.6M | 279,106 | $24.6M | 463,979 | -184,873-39.85% | Reduce |
| MMEDLINE INC COM CL AMDLN |
| 1.03% | 1.17% | $11.4M | 288,665 | $16.5M | 386,922 | -98,257-25.39% | Reduce |
 IRIDIUM COMMUNICATIONS IIRDM |
| 1.03% | — | $11.3M | 206,371 | $0 | 0 | +206,371 | New Buy |
 SCHWAB CHARLES CORPSCHW |
| 1% | 1.31% | $11.0M | 119,287 | $18.4M | 198,240 | -78,953-39.83% | Reduce |
 JABIL INCJBL |
| 1% | 0.42% | $11.0M | 28,550 | $6.0M | 24,250 | +4,300+17.73% | Add |
 PFIZER INCPFE |
| 0.99% | 0.91% | $11.0M | 454,800 | $12.8M | 461,800 | -7,000-1.52% | Reduce |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.98% | 0.84% | $10.8M | 124,008 | $11.8M | 185,333 | -61,325-33.09% | Reduce |
