 MICROSOFT CORPMSFT |
| 14.66% | 14.43% | $10.0M | 19,369 | $9.3M | 18,600 | +769+4.13% | Add |
 AMAZON COM INCAMZN |
| 12.49% | 13.34% | $8.5M | 38,927 | $8.6M | 39,000 | -73-0.19% | Reduce |
 META PLATFORMS INCMETA |
| 11.04% | 11.85% | $7.6M | 10,288 | $7.6M | 10,300 | -12-0.12% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 10.84% | 8.03% | $7.4M | 39,762 | $5.2M | 32,600 | +7,162+21.97% | Add |
 ALPHABET INCGOOGL |
| 10.41% | 5.63% | $7.1M | 29,308 | $3.6M | 20,498 | +8,810+42.98% | Add |
 VISA INCV |
| 5.3% | 5.15% | $3.6M | 10,634 | $3.3M | 9,300 | +1,334+14.34% | Add |
 S&P GLOBAL INCSPGI |
| 4.62% | 5.59% | $3.2M | 6,492 | $3.6M | 6,800 | -308-4.53% | Reduce |
 ZOETIS INC CL AZTS |
| 4.27% | 3.4% | $2.9M | 19,970 | $2.2M | 14,000 | +5,970+42.64% | Add |
 WATERS CORPWAT |
| 3.76% | 3.45% | $2.6M | 8,590 | $2.2M | 6,337 | +2,253+35.55% | Add |
 COCA COLA COKO |
| 3.42% | 5.89% | $2.3M | 35,277 | $3.8M | 53,414 | -18,137-33.96% | Reduce |
 AMETEK INC COMAME |
| 3.09% | 1.72% | $2.1M | 11,250 | $1.1M | 6,100 | +5,150+84.43% | Add |
 IDEXX LABS INC COMIDXX |
| 2.62% | 4.93% | $1.8M | 2,804 | $3.2M | 5,900 | -3,096-52.47% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 2.57% | 5.2% | $1.8M | 7,147 | $3.3M | 11,150 | -4,003-35.90% | Reduce |
| FFASTENAL CO COMFAST |
| 2.55% | 2.33% | $1.7M | 35,590 | $1.5M | 35,640 | -50-0.14% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.42% | 3.31% | $1.7M | 10,802 | $2.1M | 13,337 | -2,535-19.01% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.88% | 1.84% | $1.3M | 4,070 | $1.2M | 4,070 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 1.58% | 1.55% | $1.1M | 20,943 | $991,023 | 20,943 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.27% | 1.14% | $868,671 | 1,791 | $729,828 | 1,800 | -9-0.50% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 1.22% | 1.2% | $832,992 | 6,490 | $769,779 | 6,523 | -33-0.51% | Reduce |
