 AMAZON COM INCAMZN |
| 4.37% | 3.96% | $382.6M | 2.1M | $333.3M | 2.2M | -72,634-3.31% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 3.31% | 3.15% | $289.9M | 602,056 | $265.3M | 622,034 | -19,978-3.21% | Reduce |
 ALPHABET INCGOOGL |
| 3.17% | 3.07% | $277.7M | 1.8M | $258.5M | 1.9M | -10,464-0.57% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.92% | 2.33% | $256.2M | 1.9M | $196.0M | 1.9M | -1,608-0.09% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.86% | 3.02% | $250.9M | 1.6M | $254.6M | 1.6M | -38,528-2.37% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.85% | 2.95% | $249.4M | 2.1M | $248.2M | 2.9M | -792,471-27.25% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 2.51% | 2.65% | $220.4M | 1.0M | $223.5M | 1.1M | -27,076-2.55% | Reduce |
 VISA INCV |
| 2.48% | 2.42% | $217.4M | 778,931 | $204.0M | 783,398 | -4,467-0.57% | Reduce |
 META PLATFORMS INCMETA |
| 2.45% | 2.37% | $214.6M | 442,037 | $199.2M | 562,698 | -120,661-21.44% | Reduce |
 ASTRAZENECA PLCAZN |
| 2.17% | 2.22% | $190.4M | 2.8M | $187.2M | 2.8M | +31,857+1.15% | Add |
 COCA COLA COKO |
| 2.16% | 2.21% | $189.7M | 3.1M | $185.9M | 3.2M | -54,315-1.72% | Reduce |
 ELECTRONIC ARTS INCEA |
| 2.06% | 2.24% | $180.7M | 1.4M | $188.5M | 1.4M | -15,834-1.15% | Reduce |
 MICROSOFT CORPMSFT |
| 1.77% | 1.67% | $154.8M | 367,855 | $140.3M | 373,220 | -5,365-1.44% | Reduce |
 MOODYS CORPMCO |
| 1.76% | 1.85% | $154.0M | 391,783 | $156.1M | 399,810 | -8,027-2.01% | Reduce |
| HHDFC BANK LTDHDB |
| 1.67% | 0.71% | $146.2M | 2.6M | $60.2M | 896,729 | +1.7M+191.20% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.65% | — | $144.4M | 1.6M | $0 | 0 | +1.6M | New Buy |
 CANADIAN NATL RY COCNI |
| 1.47% | 1% | $129.2M | 980,681 | $84.2M | 669,988 | +310,693+46.37% | Add |
 CONSTELLATION BRANDS INCSTZ |
| 1.44% | 0.61% | $126.6M | 465,867 | $51.4M | 212,415 | +253,452+119.32% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.44% | 1.25% | $126.0M | 916,843 | $105.6M | 822,330 | +94,513+11.49% | Add |
 EVERGY INC COMEVRG |
| 1.33% | 1.35% | $116.4M | 2.2M | $114.0M | 2.2M | -2,499-0.11% | Reduce |
 MEDTRONIC PLCMDT |
| 1.32% | 1.5% | $116.1M | 1.3M | $126.4M | 1.5M | -201,728-13.15% | Reduce |
| SSPDR SERIES TRUSTHYMB |
| 1.23% | — | $107.4M | 4.2M | $0 | 0 | +4.2M | New Buy |
 JPMORGAN CHASE & COJPM |
| 1.22% | 1.21% | $106.6M | 532,154 | $101.5M | 596,646 | -64,492-10.81% | Reduce |
 COPART INC COMCPRT |
| 1.21% | 1.07% | $106.0M | 1.8M | $90.1M | 1.8M | -9,285-0.51% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.19% | 0.97% | $104.3M | 245,041 | $81.6M | 185,184 | +59,857+32.32% | Add |
 UNION PAC CORPUNP |
| 1.17% | 1.27% | $102.8M | 417,837 | $106.9M | 435,311 | -17,474-4.01% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.15% | 0.46% | $101.1M | 204,445 | $38.9M | 73,830 | +130,615+176.91% | Add |
 NOVARTIS AGNVS |
| 1.15% | 1.27% | $100.8M | 1.0M | $106.7M | 1.1M | -14,742-1.39% | Reduce |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 1.15% | 1.31% | $100.8M | 1.2M | $110.4M | 1.1M | +8,672+0.76% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.15% | 1.25% | $100.6M | 210,218 | $105.0M | 224,306 | -14,088-6.28% | Reduce |
 CSX CORPCSX |
| 1.14% | 0.78% | $99.5M | 2.7M | $65.7M | 1.9M | +789,218+41.67% | Add |
 HUMANA INC COMHUM |
| 1.13% | 0.31% | $98.9M | 285,161 | $26.4M | 57,722 | +227,439+394.02% | Add |
 SERVICENOW INCNOW |
| 1.11% | 1.57% | $97.1M | 127,346 | $132.2M | 187,057 | -59,711-31.92% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.1% | 1.15% | $96.0M | 229,630 | $96.6M | 237,311 | -7,681-3.24% | Reduce |
 MASCO CORPMAS |
| 1.06% | 1.27% | $92.8M | 1.2M | $107.4M | 1.6M | -426,149-26.59% | Reduce |
 ALCON AG ORD SHSALC |
| 1.04% | 1.02% | $91.4M | 1.1M | $86.2M | 1.1M | -5,652-0.51% | Reduce |
 EQUINIX INCEQIX |
| 1.04% | 0.95% | $90.8M | 109,997 | $80.1M | 99,410 | +10,587+10.65% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.99% | 0.93% | $86.7M | 217,264 | $78.0M | 231,083 | -13,819-5.98% | Reduce |
| IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.98% | 0.17% | $85.6M | 2.3M | $13.9M | 383,168 | +2.0M+510.63% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.95% | 0.92% | $83.6M | 143,805 | $77.2M | 145,447 | -1,642-1.13% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 0.89% | 0.97% | $78.2M | 1.1M | $82.0M | 1.1M | -14,300-1.26% | Reduce |
 HOME DEPOT INCHD |
| 0.75% | 0.77% | $65.9M | 171,773 | $64.6M | 186,451 | -14,678-7.87% | Reduce |
 BROADCOM INCAVGO |
| 0.73% | 0.71% | $64.3M | 48,533 | $60.1M | 53,846 | -5,313-9.87% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.67% | 0.68% | $58.4M | 121,472 | $57.3M | 131,211 | -9,739-7.42% | Reduce |
 MERCK & CO INCMRK |
| 0.65% | 0.62% | $57.2M | 433,356 | $52.1M | 477,808 | -44,452-9.30% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.59% | 0.52% | $51.4M | 249,450 | $43.8M | 270,284 | -20,834-7.71% | Reduce |
 SALESFORCE INCCRM |
| 0.56% | 0.82% | $49.0M | 162,616 | $69.0M | 262,094 | -99,478-37.96% | Reduce |
 SBA COMMUNICATIONS CORPSBAC |
| 0.54% | 0.66% | $47.7M | 220,197 | $55.9M | 220,543 | -346-0.16% | Reduce |
| IISHARES TRGVI |
| 0.54% | 0.56% | $47.4M | 440,878 | $47.6M | 438,822 | +2,056+0.47% | Add |
 CATERPILLAR INCCAT |
| 0.54% | 0.49% | $47.0M | 128,283 | $41.5M | 140,213 | -11,930-8.51% | Reduce |
