 APPLE INCAAPL |
| 11.65% | 11.16% | $36.2M | 125,189 | $32.4M | 127,661 | -2,472-1.94% | Reduce |
 AMGEN INC COMAMGN |
| 6.72% | 7.03% | $20.9M | 57,752 | $20.4M | 58,052 | -300-0.52% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.9% | 5.62% | $18.3M | 91,697 | $16.3M | 93,618 | -1,921-2.05% | Reduce |
 CHEVRON CORPORATIONCVX |
| 4.16% | 5.61% | $12.9M | 77,991 | $16.3M | 78,743 | -752-0.96% | Reduce |
 RTX CORPORATIONRTX |
| 3.5% | 3.89% | $10.9M | 57,440 | $11.3M | 58,594 | -1,154-1.97% | Reduce |
| QQUALCOMM INCQCOM |
| 3.49% | 2.64% | $10.9M | 58,797 | $7.7M | 59,595 | -798-1.34% | Reduce |
 ABBVIE INCABBV |
| 2.84% | 2.63% | $8.8M | 35,099 | $7.6M | 35,069 | +30+0.09% | Add |
| FFASTENAL CO COMFAST |
| 2.76% | 2.88% | $8.6M | 178,723 | $8.4M | 180,306 | -1,583-0.88% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.06% | 2.15% | $6.4M | 25,201 | $6.2M | 25,566 | -365-1.43% | Reduce |
 MICROSOFT CORPMSFT |
| 2.05% | 2% | $6.4M | 17,130 | $5.8M | 15,709 | +1,421+9.05% | Add |
 FEDEX CORPFDX |
| 2% | 2.5% | $6.2M | 19,886 | $7.3M | 20,424 | -538-2.63% | Reduce |
 ORACLE CORPORCL |
| 1.99% | 1.99% | $6.2M | 42,264 | $5.8M | 39,284 | +2,980+7.59% | Add |
 JPMORGAN CHASE & COJPM |
| 1.89% | 1.82% | $5.9M | 17,921 | $5.3M | 17,986 | -65-0.36% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.83% | 2.03% | $5.7M | 18,098 | $5.9M | 17,910 | +188+1.05% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.74% | 1.96% | $5.4M | 5,774 | $5.7M | 5,714 | +60+1.05% | Add |
 VISA INCV |
| 1.69% | 1.61% | $5.3M | 15,337 | $4.7M | 15,475 | -138-0.89% | Reduce |
 ALPHABET INCGOOGL |
| 1.67% | 1.44% | $5.2M | 14,500 | $4.2M | 14,500 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 1.58% | 1.2% | $4.9M | 47,622 | $3.5M | 48,690 | -1,068-2.19% | Reduce |
 CISCO SYS INCCSCO |
| 1.55% | 1.1% | $4.8M | 41,154 | $3.2M | 41,204 | -50-0.12% | Reduce |
 MCDONALDS CORPMCD |
| 1.54% | 1.89% | $4.8M | 17,768 | $5.5M | 17,679 | +89+0.50% | Add |
 INTEL CORPINTC |
| 1.54% | 0.73% | $4.8M | 34,327 | $2.1M | 47,942 | -13,615-28.40% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.5% | 1.32% | $4.7M | 13,161 | $3.8M | 13,400 | -239-1.78% | Reduce |
 CATERPILLAR INCCAT |
| 1.48% | 1.07% | $4.6M | 4,332 | $3.1M | 4,387 | -55-1.25% | Reduce |
 LOWES COS INC COMLOW |
| 1.45% | 1.68% | $4.5M | 20,422 | $4.9M | 20,679 | -257-1.24% | Reduce |
 MORGAN STANLEYMS |
| 1.2% | 1.03% | $3.7M | 17,873 | $3.0M | 18,173 | -300-1.65% | Reduce |
| IISHARES TRDGRO |
| 1.12% | 1.11% | $3.5M | 46,162 | $3.2M | 45,962 | +200+0.44% | Add |
 HOME DEPOT INCHD |
| 1.1% | 1.1% | $3.4M | 9,723 | $3.2M | 9,732 | -9-0.09% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.06% | 1.12% | $3.3M | 22,530 | $3.3M | 22,581 | -51-0.23% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 1.03% | 1.06% | $3.2M | 10,220 | $3.1M | 10,735 | -515-4.80% | Reduce |
 MEDTRONIC PLCMDT |
| 1.01% | 1.2% | $3.1M | 40,265 | $3.5M | 40,350 | -85-0.21% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.96% | 1.32% | $3.0M | 24,205 | $3.8M | 24,290 | -85-0.35% | Reduce |
 TARGET CORP COMTGT |
| 0.95% | 0.97% | $3.0M | 22,729 | $2.8M | 23,323 | -594-2.55% | Reduce |
 MICROCHIP TECHNOLOGYMCHP |
| 0.87% | 0.66% | $2.7M | 29,742 | $1.9M | 29,742 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.87% | 0.87% | $2.7M | 11,365 | $2.5M | 12,094 | -729-6.03% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 0.75% | 0.73% | $2.3M | 14,284 | $2.1M | 14,752 | -468-3.17% | Reduce |
 WASTE MGMT INC DELWM |
| 0.71% | 0.8% | $2.2M | 9,896 | $2.3M | 10,167 | -271-2.67% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.69% | 0.88% | $2.2M | 5,411 | $2.6M | 5,560 | -149-2.68% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.69% | 0.92% | $2.2M | 15,729 | $2.7M | 15,829 | -100-0.63% | Reduce |
 PEPSICO INCPEP |
| 0.68% | 0.86% | $2.1M | 15,665 | $2.5M | 16,132 | -467-2.89% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.61% | 0.71% | $1.9M | 11,591 | $2.1M | 11,927 | -336-2.82% | Reduce |
 Genuine Parts Co ComGPC |
| 0.6% | 0.46% | $1.9M | 15,921 | $1.3M | 12,602 | +3,319+26.34% | Add |
 CHURCH & DWIGHTCHD |
| 0.59% | 0.61% | $1.8M | 19,046 | $1.8M | 19,116 | -70-0.37% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 0.58% | 0.49% | $1.8M | 15,738 | $1.4M | 15,763 | -25-0.16% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.54% | 0.49% | $1.7M | 7,505 | $1.4M | 7,005 | +500+7.14% | Add |
 CINTAS CORP COMCTAS |
| 0.51% | 0.54% | $1.6M | 9,256 | $1.6M | 9,345 | -89-0.95% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.5% | 0.66% | $1.6M | 36,757 | $1.9M | 38,173 | -1,416-3.71% | Reduce |
 ILLINOIS TOOLITW |
| 0.49% | 0.51% | $1.5M | 5,639 | $1.5M | 5,664 | -25-0.44% | Reduce |
 AFLAC INC COMAFL |
| 0.49% | 0.49% | $1.5M | 12,892 | $1.4M | 12,982 | -90-0.69% | Reduce |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.48% | — | $1.5M | 9,914 | $0 | 0 | +9,914 | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 0.48% | 0.35% | $1.5M | 3,580 | $1.0M | 3,763 | -183-4.86% | Reduce |
