 AMAZON COM INCAMZN |
| 7.27% | 7.67% | $78.0M | 327,318 | $69.8M | 335,239 | -7,921-2.36% | Reduce |
 HEICO CORP NEW CL AHEI |
| 5.91% | 5.44% | $63.4M | 245,819 | $49.5M | 234,450 | +11,369+4.85% | Add |
 MICROSOFT CORPMSFT |
| 5.38% | 6.31% | $57.7M | 154,673 | $57.4M | 155,117 | -444-0.29% | Reduce |
 VISA INCV |
| 5.32% | 4.9% | $57.1M | 166,436 | $44.6M | 147,600 | +18,836+12.76% | Add |
| AAlphabet Inc Class CGOOG |
| 5.31% | 6.91% | $57.0M | 161,317 | $62.8M | 219,061 | -57,744-26.36% | Reduce |
 ANALOG DEVICES INC COMADI |
| 5.22% | 6.16% | $56.0M | 141,087 | $56.1M | 176,210 | -35,123-19.93% | Reduce |
 UNION PAC CORPUNP |
| 4.86% | 4.98% | $52.2M | 191,825 | $45.3M | 186,600 | +5,225+2.80% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.57% | 5.09% | $49.1M | 98,081 | $46.3M | 96,721 | +1,360+1.41% | Add |
 AON PLC SHS CL AAON |
| 3.7% | 3.82% | $39.8M | 119,841 | $34.8M | 107,688 | +12,153+11.29% | Add |
 S&P GLOBAL INCSPGI |
| 3.66% | 4.52% | $39.3M | 96,397 | $41.1M | 96,736 | -339-0.35% | Reduce |
 MOODYS CORPMCO |
| 3.6% | 3.92% | $38.6M | 85,200 | $35.7M | 81,847 | +3,353+4.10% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 3.25% | 1.96% | $34.9M | 83,943 | $17.8M | 65,781 | +18,162+27.61% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.95% | 2.6% | $31.6M | 66,236 | $23.7M | 69,981 | -3,745-5.35% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.89% | 3.46% | $31.0M | 61,788 | $31.5M | 64,085 | -2,297-3.58% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.85% | 3.68% | $30.5M | 59,464 | $33.4M | 66,920 | -7,456-11.14% | Reduce |
 DANAHER CORP DEL COMDHR |
| 2.62% | 2.26% | $28.1M | 147,751 | $20.5M | 108,318 | +39,433+36.40% | Add |
 META PLATFORMS INCMETA |
| 2.58% | 0.22% | $27.7M | 49,129 | $2.0M | 3,513 | +45,616+1,298.49% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 2.36% | 2.56% | $25.3M | 274,802 | $23.3M | 252,509 | +22,293+8.83% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.36% | 3.67% | $25.3M | 27,040 | $33.4M | 33,513 | -6,473-19.31% | Reduce |
 LOWES COS INC COMLOW |
| 2.32% | 2.78% | $24.9M | 113,004 | $25.3M | 106,963 | +6,041+5.65% | Add |
 APPLIED MATLS INCAMAT |
| 2.27% | 1.48% | $24.4M | 33,703 | $13.5M | 39,430 | -5,727-14.52% | Reduce |
 SAP SE SPON ADRSAP |
| 2.07% | — | $22.2M | 144,159 | $0 | 0 | +144,159 | New Buy |
 AMPHENOL CORPAPH |
| 1.5% | 1.52% | $16.1M | 91,478 | $13.8M | 109,142 | -17,664-16.18% | Reduce |
 ECOLAB INCECL |
| 1.43% | 1.92% | $15.3M | 54,819 | $17.5M | 65,549 | -10,730-16.37% | Reduce |
 ASML HLDG NVASML |
| 1.43% | 0.98% | $15.3M | 7,696 | $8.9M | 6,747 | +949+14.07% | Add |
 HEICO CORP NEWHEI |
| 1.12% | 1.03% | $12.1M | 33,868 | $9.4M | 34,335 | -467-1.36% | Reduce |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.99% | — | $10.6M | 141,545 | $0 | 0 | +141,545 | New Buy |
| HHONEYWELL AEROSPACE INCHONA |
| 0.97% | — | $10.5M | 47,276 | $0 | 0 | +47,276 | New Buy |
 JPMORGAN CHASE & COJPM |
| 0.94% | 1% | $10.1M | 30,971 | $9.1M | 30,971 | 00.00% | Unchanged |
 BROWN & BROWN INC COMBRO |
| 0.94% | 0.19% | $10.1M | 157,805 | $1.7M | 25,877 | +131,928+509.83% | Add |
 DOLLAR TREE INCDLTR |
| 0.94% | 1% | $10.1M | 83,330 | $9.1M | 83,330 | 00.00% | Unchanged |
 VULCAN MATLS COVMC |
| 0.94% | — | $10.0M | 34,046 | $0 | 0 | +34,046 | New Buy |
 HONEYWELL INTL INCHON |
| 0.91% | 0.85% | $9.7M | 43,534 | $7.7M | 34,261 | +9,273+27.07% | Add |
| WWATSCO INCWSO |
| 0.87% | 0.76% | $9.3M | 22,295 | $6.9M | 18,947 | +3,348+17.67% | Add |
 COSTAR GROUP INCCSGP |
| 0.78% | 1.66% | $8.3M | 294,475 | $15.1M | 375,331 | -80,856-21.54% | Reduce |
 APPLE INCAAPL |
| 0.62% | 0.64% | $6.6M | 22,936 | $5.8M | 22,936 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 0.45% | 0.81% | $4.8M | 49,751 | $7.4M | 76,266 | -26,515-34.77% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.4% | 0.41% | $4.3M | 76,179 | $3.7M | 76,179 | 00.00% | Unchanged |
| EENTEGRIS INCENTG |
| 0.32% | 0.25% | $3.4M | 19,079 | $2.2M | 19,079 | 00.00% | Unchanged |
 DEERE & CODE |
| 0.21% | 0.21% | $2.2M | 3,531 | $2.0M | 3,470 | +61+1.76% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.13% | 0.15% | $1.4M | 3,900 | $1.3M | 3,900 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.12% | 0.16% | $1.3M | 14,037 | $1.4M | 14,037 | 00.00% | Unchanged |
| BBOSTON OMAHA CORP CL A COM STKBOC |
| 0.11% | 0.55% | $1.2M | 89,758 | $5.0M | 425,444 | -335,686-78.90% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.07% | 0.08% | $772,661 | 1,125 | $718,255 | 1,202 | -77-6.41% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.07% | 0.08% | $724,402 | 4,940 | $713,534 | 4,940 | 00.00% | Unchanged |
 PRICE T ROWE GROUP INC COMTROW |
| 0.06% | 0.06% | $693,509 | 6,100 | $549,854 | 6,100 | 00.00% | Unchanged |
 MCCORMICK & CO INC COM NON VTGMKC |
| 0.06% | 0.07% | $665,544 | 13,200 | $665,808 | 13,200 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.06% | 0.08% | $663,460 | 4,900 | $760,921 | 4,900 | 00.00% | Unchanged |
| BBECTON DICKINSON & CO COMBDX |
| 0.05% | 0.07% | $582,621 | 3,850 | $605,336 | 3,850 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 0.04% | 0.05% | $399,728 | 16,600 | $466,128 | 16,600 | 00.00% | Unchanged |
