 MICROSOFT CORPMSFT |
| 6.17% | 6.24% | $220.1M | 523,266 | $196.8M | 523,266 | 00.00% | Unchanged |
 SUPER MICRO COMPUTER INCSMCI |
| 6.14% | 1.96% | $218.9M | 216,758 | $61.6M | 216,758 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 3.62% | 3.79% | $128.9M | 846,786 | $119.3M | 846,786 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 3.33% | 2.21% | $118.6M | 1.5M | $69.7M | 1.5M | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.19% | 3.06% | $113.6M | 270,177 | $96.4M | 270,177 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 2.97% | 2.83% | $106.0M | 587,885 | $89.3M | 587,885 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 2.65% | 2.62% | $94.6M | 371,534 | $82.7M | 371,534 | 00.00% | Unchanged |
 BROOKFIELD CORPBN |
| 2.33% | 2.53% | $83.2M | 2.0M | $79.8M | 2.0M | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 2.19% | 1.98% | $78.1M | 1.0M | $62.5M | 1.0M | 00.00% | Unchanged |
 APPLE INCAAPL |
| 2.18% | 2.76% | $77.6M | 452,296 | $87.1M | 452,296 | 00.00% | Unchanged |
| LLABCORP HOLDINGS INCLH |
| 2.09% | 2.46% | $74.5M | 340,869 | $77.5M | 340,869 | 00.00% | Unchanged |
 EXPAND ENERGY CORPORATIONEXE |
| 2.05% | 2.01% | $73.3M | 824,782 | $63.5M | 824,782 | 00.00% | Unchanged |
 ANALOG DEVICES INC COMADI |
| 1.84% | 2.09% | $65.5M | 331,077 | $65.7M | 331,077 | 00.00% | Unchanged |
| CCRH PLCCRH |
| 1.73% | 1.57% | $61.6M | 714,012 | $49.4M | 714,012 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 1.72% | 1.79% | $61.2M | 146,455 | $56.5M | 146,455 | 00.00% | Unchanged |
| CCONSTELLIUM SECSTM |
| 1.59% | 1.62% | $56.6M | 2.6M | $51.1M | 2.6M | 00.00% | Unchanged |
 WHITE MTNS INS GROUP LTDWTM |
| 1.52% | 1.45% | $54.3M | 30,269 | $45.6M | 30,269 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.29% | 1.32% | $46.1M | 62,959 | $41.6M | 62,959 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 1.24% | 1.03% | $44.1M | 360,505 | $32.5M | 360,505 | 00.00% | Unchanged |
 BOEING COBA |
| 1.2% | 1.84% | $42.9M | 222,462 | $58.0M | 222,462 | 00.00% | Unchanged |
 PINTEREST INCPINS |
| 1.2% | 1.45% | $42.8M | 1.2M | $45.7M | 1.2M | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.18% | 1.14% | $42.0M | 230,806 | $35.8M | 230,806 | 00.00% | Unchanged |
 EQT CORPEQT |
| 1.18% | 1.39% | $41.9M | 1.1M | $43.7M | 1.1M | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 1.17% | 1.09% | $41.7M | 315,918 | $34.4M | 315,918 | 00.00% | Unchanged |
 HUNTINGTON INGALLS INDS INC COMHII |
| 1.17% | 1.18% | $41.6M | 142,778 | $37.1M | 142,778 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 1.11% | 1.21% | $39.5M | 347,795 | $38.3M | 347,795 | 00.00% | Unchanged |
 TJX COS INC NEWTJX |
| 1.03% | 1.08% | $36.8M | 363,176 | $34.1M | 363,176 | 00.00% | Unchanged |
 FEDEX CORPFDX |
| 1.01% | 1% | $36.1M | 124,576 | $31.5M | 124,576 | 00.00% | Unchanged |
 LENNAR CORPLEN |
| 0.99% | 0.97% | $35.4M | 206,023 | $30.7M | 206,023 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.99% | 1.06% | $35.2M | 223,256 | $33.3M | 223,256 | 00.00% | Unchanged |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 0.97% | 1.04% | $34.5M | 492,594 | $32.9M | 492,594 | 00.00% | Unchanged |
 CHUBB LIMITEDCB |
| 0.97% | 0.95% | $34.4M | 132,873 | $30.0M | 132,873 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.96% | 0.98% | $34.3M | 89,545 | $31.0M | 89,545 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 0.94% | 0.88% | $33.5M | 129,078 | $27.9M | 129,078 | 00.00% | Unchanged |
| PPERRIGO CO PLCPRGO |
| 0.86% | 0.98% | $30.7M | 955,167 | $30.7M | 955,167 | 00.00% | Unchanged |
| AAIR LEASE CORP |
| 0.85% | 0.79% | $30.4M | 591,730 | $24.8M | 591,730 | 00.00% | Unchanged |
 COLGATE PALMOLIVE COCL |
| 0.84% | 0.84% | $29.9M | 331,664 | $26.4M | 331,664 | 00.00% | Unchanged |
 LOCKHEED MARTIN CORPLMT |
| 0.79% | 0.89% | $28.2M | 62,058 | $28.1M | 62,058 | 00.00% | Unchanged |
| BBANK NEW YORK MELLON CORPBK |
| 0.78% | 0.8% | $27.9M | 484,752 | $25.2M | 484,752 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.78% | 0.76% | $27.9M | 44 | $23.9M | 44 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.77% | 0.63% | $27.5M | 156,490 | $20.0M | 156,490 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 0.76% | 0.8% | $27.2M | 35,617 | $25.2M | 35,617 | 00.00% | Unchanged |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 0.7% | 0.64% | $24.9M | 335,159 | $20.1M | 335,159 | 00.00% | Unchanged |
 DANAHER CORP DEL COMDHR |
| 0.69% | 0.72% | $24.6M | 98,639 | $22.8M | 98,639 | 00.00% | Unchanged |
 FORTIVE CORP COMFTV |
| 0.69% | 0.66% | $24.5M | 284,335 | $20.9M | 284,335 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.64% | 0.71% | $22.9M | 131,111 | $22.3M | 131,111 | 00.00% | Unchanged |
 ILLINOIS TOOLITW |
| 0.62% | 0.68% | $22.0M | 82,016 | $21.5M | 82,016 | 00.00% | Unchanged |
 AUTOMATIC DATA PROCESSING INADP |
| 0.61% | 0.65% | $21.8M | 87,470 | $20.4M | 87,470 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 0.58% | 0.61% | $20.8M | 137,824 | $19.3M | 137,824 | 00.00% | Unchanged |
| FFERROGLOBE PLC SHSGSM |
| 0.58% | 0.86% | $20.6M | 4.1M | $27.0M | 4.1M | 00.00% | Unchanged |
