 AMAZON COM INCAMZN |
| 7.07% | 6.83% | $22.9M | 96,027 | $19.9M | 95,744 | +283+0.30% | Add |
| AAlphabet Inc Class CGOOG |
| 6.65% | 6.15% | $21.5M | 60,959 | $18.0M | 62,634 | -1,675-2.67% | Reduce |
 APPLE INCAAPL |
| 6.55% | 6.33% | $21.2M | 73,284 | $18.5M | 72,873 | +411+0.56% | Add |
 ALPHABET INCGOOGL |
| 5.16% | 4.56% | $16.7M | 46,782 | $13.3M | 46,258 | +524+1.13% | Add |
 MICROSOFT CORPMSFT |
| 5.06% | 5.55% | $16.4M | 43,970 | $16.2M | 43,762 | +208+0.48% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.12% | 3.98% | $13.3M | 66,612 | $11.6M | 66,575 | +37+0.06% | Add |
 META PLATFORMS INCMETA |
| 3.79% | 4.28% | $12.3M | 21,814 | $12.5M | 21,836 | -22-0.10% | Reduce |
 WW GRAINGER INCGWW |
| 3.69% | 3.25% | $11.9M | 8,779 | $9.5M | 8,687 | +92+1.06% | Add |
 VISA INCV |
| 3.63% | 3.54% | $11.8M | 34,273 | $10.3M | 34,164 | +109+0.32% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 2.88% | 2.81% | $9.3M | 43,786 | $8.2M | 42,696 | +1,090+2.55% | Add |
| SSCHWAB USSCHX |
| 2.66% | 2.57% | $8.6M | 292,876 | $7.5M | 292,876 | 00.00% | Unchanged |
| IISHARES TRIWL |
| 2.32% | 2.22% | $7.5M | 40,644 | $6.5M | 40,299 | +345+0.86% | Add |
 EQUINIX INCEQIX |
| 2.24% | 2.64% | $7.3M | 6,962 | $7.7M | 7,870 | -908-11.54% | Reduce |
 3M CO COMMMM |
| 1.91% | 1.89% | $6.2M | 38,130 | $5.5M | 37,902 | +228+0.60% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.75% | 1.65% | $5.7M | 8,059 | $4.8M | 7,829 | +230+2.94% | Add |
 ECOLAB INCECL |
| 1.69% | 1.78% | $5.5M | 19,651 | $5.2M | 19,587 | +64+0.33% | Add |
 ORACLE CORPORCL |
| 1.67% | 1.86% | $5.4M | 36,950 | $5.4M | 36,998 | -48-0.13% | Reduce |
 PALO ALTOPANW |
| 1.66% | 0.85% | $5.4M | 15,795 | $2.5M | 15,523 | +272+1.75% | Add |
 SLB LIMITEDSLB |
| 1.64% | 2.01% | $5.3M | 114,372 | $5.9M | 114,203 | +169+0.15% | Add |
 UNION PAC CORPUNP |
| 1.61% | 1.54% | $5.2M | 19,152 | $4.5M | 18,557 | +595+3.21% | Add |
 RESMED INCRMD |
| 1.51% | 1.91% | $4.9M | 25,103 | $5.6M | 24,783 | +320+1.29% | Add |
 TJX COS INC NEWTJX |
| 1.47% | 1.7% | $4.8M | 31,527 | $5.0M | 31,113 | +414+1.33% | Add |
 COCA COLA COKO |
| 1.46% | 1.53% | $4.7M | 58,380 | $4.5M | 58,769 | -389-0.66% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.42% | 1.3% | $4.6M | 4,541 | $3.8M | 4,482 | +59+1.32% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.41% | 1.56% | $4.6M | 63,410 | $4.6M | 63,414 | -4-0.01% | Reduce |
 CHUBB LIMITEDCB |
| 1.33% | 1.41% | $4.3M | 12,658 | $4.1M | 12,601 | +57+0.45% | Add |
| SSCHWAB STRATEGIC TRSCHM |
| 1.32% | 1.23% | $4.3M | 115,548 | $3.6M | 116,422 | -874-0.75% | Reduce |
| FFASTENAL CO COMFAST |
| 1.13% | 1.17% | $3.6M | 75,901 | $3.4M | 73,890 | +2,011+2.72% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 0.97% | 1.16% | $3.1M | 5,789 | $3.4M | 5,699 | +90+1.58% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.96% | 0.69% | $3.1M | 7,464 | $2.0M | 7,479 | -15-0.20% | Reduce |
| VVALMONT INDS INCVMI |
| 0.9% | 0.68% | $2.9M | 5,072 | $2.0M | 4,975 | +97+1.95% | Add |
 EOG RES INCEOG |
| 0.88% | 1.09% | $2.9M | 22,024 | $3.2M | 21,989 | +35+0.16% | Add |
 HOME DEPOT INCHD |
| 0.86% | 0.89% | $2.8M | 7,881 | $2.6M | 7,880 | +1+0.01% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.86% | 0.93% | $2.8M | 5,532 | $2.7M | 5,504 | +28+0.51% | Add |
 STARBUCKS CORPSBUX |
| 0.77% | 0.74% | $2.5M | 24,341 | $2.2M | 24,202 | +139+0.57% | Add |
 AKAMAI TECHNOLOGIES INCAKAM |
| 0.73% | 0.77% | $2.4M | 20,104 | $2.2M | 19,582 | +522+2.67% | Add |
 SYSCO CORP COMSYY |
| 0.72% | 0.66% | $2.3M | 27,853 | $1.9M | 27,168 | +685+2.52% | Add |
 ALKERMES PLCALKS |
| 0.72% | 0.52% | $2.3M | 44,219 | $1.5M | 43,301 | +918+2.12% | Add |
 GENERAC HLDGS INCGNRC |
| 0.69% | 0.5% | $2.2M | 7,577 | $1.4M | 7,410 | +167+2.25% | Add |
 SALESFORCE INCCRM |
| 0.66% | 0.9% | $2.1M | 13,703 | $2.6M | 14,009 | -306-2.18% | Reduce |
 MODERNA INCMRNA |
| 0.64% | 0.51% | $2.1M | 29,756 | $1.5M | 29,122 | +634+2.18% | Add |
 SERVICENOW INCNOW |
| 0.64% | 0.73% | $2.1M | 20,984 | $2.1M | 20,248 | +736+3.63% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.63% | 1.03% | $2.1M | 48,069 | $3.0M | 47,855 | +214+0.45% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.61% | 0.78% | $2.0M | 6,845 | $2.3M | 6,614 | +231+3.49% | Add |
 NOVO-NORDISK A SNVO |
| 0.58% | 0.49% | $1.9M | 38,896 | $1.4M | 39,205 | -309-0.79% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 0.55% | 0.52% | $1.8M | 10,958 | $1.5M | 10,698 | +260+2.43% | Add |
 F5 INCFFIV |
| 0.54% | 0.41% | $1.8M | 4,241 | $1.2M | 4,153 | +88+2.12% | Add |
 IONIS PHARMACEUTICALS INCIONS |
| 0.5% | 0.51% | $1.6M | 20,240 | $1.5M | 19,646 | +594+3.02% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.48% | 0.85% | $1.6M | 12,553 | $2.5M | 12,467 | +86+0.69% | Add |
| SSCHWAB USSCHA |
| 0.47% | 0.42% | $1.5M | 42,558 | $1.2M | 42,558 | 00.00% | Unchanged |
