 VISA INCV |
| 14.13% | 13.79% | $1.46B | 4.3M | $1.24B | 4.1M | +153,681+3.74% | Add |
| AAlphabet Inc Class CGOOG |
| 11.24% | 11.01% | $1.16B | 3.3M | $992.4M | 3.5M | -168,055-4.86% | Reduce |
 AMPHENOL CORPAPH |
| 8.29% | 4.03% | $858.1M | 4.9M | $362.8M | 2.9M | +2.0M+69.49% | Add |
 AMAZON COM INCAMZN |
| 8.23% | 5.46% | $851.7M | 3.6M | $492.2M | 2.4M | +1.2M+51.20% | Add |
 MOODYS CORPMCO |
| 7.46% | 7.48% | $771.9M | 1.7M | $674.3M | 1.5M | +158,559+10.26% | Add |
 NVIDIA CORPORATIONNVDA |
| 6.61% | 5.18% | $683.9M | 3.4M | $466.5M | 2.7M | +742,932+27.77% | Add |
| MMEDLINE INC COM CL AMDLN |
| 6.28% | 2.16% | $649.6M | 16.5M | $194.3M | 4.4M | +12.1M+277.27% | Add |
 VULCAN MATLS COVMC |
| 5.62% | 5.35% | $581.7M | 2.0M | $481.8M | 1.8M | +202,478+11.44% | Add |
| CCRH PLCCRH |
| 4.53% | 3.22% | $469.1M | 4.4M | $290.1M | 2.8M | +1.6M+58.87% | Add |
 APPLIED MATLS INCAMAT |
| 3.64% | — | $376.7M | 521,065 | $0 | 0 | +521,065 | New Buy |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 3.47% | 4.67% | $359.4M | 4.1M | $420.9M | 6.3M | -2.1M-34.19% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 3.02% | 3.64% | $312.3M | 7.6M | $328.3M | 6.5M | +1.0M+15.83% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 2.31% | 1.64% | $238.8M | 1.0M | $147.9M | 634,258 | +371,766+58.61% | Add |
 EQUIFAX INCEFX |
| 2.27% | — | $235.1M | 1.5M | $0 | 0 | +1.5M | New Buy |
| EEMBRAER S.A.FGM |
| 2.09% | 1.96% | $215.9M | 3.4M | $176.6M | 3.0M | +409,118+13.75% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.8% | 2.55% | $186.7M | 363,490 | $229.7M | 459,652 | -96,162-20.92% | Reduce |
 LAMAR ADVERTISING COLAMR |
| 1.64% | 1.53% | $170.1M | 1.1M | $137.9M | 1.1M | +1,875+0.17% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.62% | 3.71% | $167.4M | 2.3M | $334.6M | 4.7M | -2.3M-50.14% | Reduce |
 LINDE PLCLIN |
| 1.51% | 5.88% | $156.1M | 300,854 | $529.7M | 1.1M | -767,517-71.84% | Reduce |
 ARMSTRONG WORLD INDS INC NEWAWI |
| 1.43% | 0.82% | $148.5M | 925,394 | $73.8M | 448,036 | +477,358+106.54% | Add |
 S&P GLOBAL INCSPGI |
| 1.38% | — | $143.3M | 351,920 | $0 | 0 | +351,920 | New Buy |
 VISTRA CORPVST |
| 0.74% | — | $77.0M | 485,253 | $0 | 0 | +485,253 | New Buy |
| RRIOT PLATFORMS INCRIOT |
| 0.7% | — | $72.0M | 2.6M | $0 | 0 | +2.6M | New Buy |
