 AMAZON COM INCAMZN |
| 44.84% | 40.58% | $2.31B | 9.7M | $2.03B | 9.8M | -80,000-0.82% | Reduce |
 VISA INCV |
| 9.29% | 5.74% | $477.5M | 1.4M | $287.1M | 950,000 | +441,718+46.50% | Add |
 GE AEROSPACEGE |
| 7.98% | 6.82% | $410.4M | 1.1M | $341.1M | 1.2M | -104,000-8.65% | Reduce |
 MICROSOFT CORPMSFT |
| 4.15% | 4.6% | $213.4M | 572,000 | $230.2M | 621,800 | -49,800-8.01% | Reduce |
 S&P GLOBAL INCSPGI |
| 3.85% | 4.47% | $198.1M | 486,500 | $223.7M | 526,000 | -39,500-7.51% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 3.72% | 3.03% | $191.4M | 1.1M | $151.4M | 932,000 | +216,000+23.18% | Add |
 TRANSDIGM GROUP INCTDG |
| 3.11% | 2.73% | $159.8M | 120,000 | $136.8M | 118,000 | +2,000+1.69% | Add |
 MARTIN MARIETTA MATLS INCMLM |
| 2.83% | 3.15% | $145.3M | 252,000 | $157.8M | 268,000 | -16,000-5.97% | Reduce |
 MOODYS CORPMCO |
| 2.75% | 3.21% | $141.3M | 312,000 | $160.5M | 368,000 | -56,000-15.22% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 2.46% | 2.55% | $126.2M | 382,000 | $127.7M | 420,000 | -38,000-9.05% | Reduce |
 ALPHABET INCGOOGL |
| 2.22% | 1.97% | $114.4M | 320,000 | $98.3M | 342,000 | -22,000-6.43% | Reduce |
 VULCAN MATLS COVMC |
| 1.77% | 1.98% | $91.0M | 308,500 | $99.1M | 364,000 | -55,500-15.25% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.58% | 0.94% | $81.1M | 426,000 | $47.0M | 248,000 | +178,000+71.77% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.47% | 1.16% | $75.5M | 150,500 | $58.2M | 118,500 | +32,000+27.00% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 1.14% | 0.98% | $58.9M | 248,000 | $49.0M | 210,000 | +38,000+18.10% | Add |
 SHERWIN WILLIAMS COSHW |
| 1.07% | 1.09% | $55.3M | 160,500 | $54.5M | 170,000 | -9,500-5.59% | Reduce |
 REPUBLIC SVCS INCRSG |
| 1% | 0.88% | $51.2M | 240,500 | $43.9M | 200,500 | +40,000+19.95% | Add |
 FERROVIAL NV ORD SHSFER |
| 0.88% | 0.61% | $45.0M | 656,000 | $30.7M | 472,000 | +184,000+38.98% | Add |
 UNION PAC CORPUNP |
| 0.75% | 0.75% | $38.6M | 142,000 | $37.4M | 154,000 | -12,000-7.79% | Reduce |
| DDOORDASH INCDASH |
| 0.64% | 0.44% | $32.8M | 178,000 | $22.2M | 148,000 | +30,000+20.27% | Add |
 NETFLIX INCNFLX |
| 0.53% | 0.7% | $27.3M | 382,000 | $34.8M | 362,000 | +20,000+5.52% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.49% | 0.51% | $25.2M | 54,800 | $25.6M | 52,800 | +2,000+3.79% | Add |
 COUPANG INC CLASS ACPNG |
| 0.29% | 0.34% | $15.0M | 862,000 | $16.9M | 894,000 | -32,000-3.58% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 0.25% | 0.21% | $13.0M | 136,000 | $10.6M | 128,500 | +7,500+5.84% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.24% | 0.28% | $12.3M | 142,000 | $13.9M | 176,500 | -34,500-19.55% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.2% | 0.09% | $10.5M | 6,200 | $4.7M | 2,740 | +3,460+126.28% | Add |
 KENVUE INC COMKVUE |
| 0.17% | 0.27% | $8.7M | 456,000 | $13.7M | 792,000 | -336,000-42.42% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.15% | 0.11% | $7.6M | 82,500 | $5.6M | 66,000 | +16,500+25.00% | Add |
 LOUISIANA PAC CORPLPX |
| 0.09% | 0.09% | $4.7M | 60,000 | $4.5M | 62,000 | -2,000-3.23% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.08% | 0.09% | $4.1M | 4,400 | $4.4M | 4,400 | 00.00% | Unchanged |
