 NVIDIA CORPORATIONNVDA |
| 7.4% | 6.98% | $608.5M | 3.0M | $540.0M | 3.1M | -55,207-1.78% | Reduce |
 APPLE INCAAPL |
| 5.85% | 5.51% | $481.2M | 1.7M | $426.3M | 1.7M | -17,064-1.02% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.95% | 4.35% | $407.5M | 1.2M | $336.3M | 1.2M | -19,134-1.63% | Reduce |
 MICROSOFT CORPMSFT |
| 4.02% | 4.22% | $331.0M | 887,243 | $326.3M | 881,583 | +5,660+0.64% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 3.14% | 3.38% | $258.7M | 2.8M | $261.4M | 2.8M | -22,738-0.80% | Reduce |
 VISA INCV |
| 2.94% | 2.81% | $241.9M | 705,106 | $217.5M | 719,551 | -14,445-2.01% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.57% | 2.48% | $211.3M | 645,494 | $192.1M | 652,907 | -7,413-1.14% | Reduce |
 ELI LILLY & COLLY |
| 2.52% | 2% | $207.1M | 172,704 | $154.7M | 168,235 | +4,469+2.66% | Add |
 RTX CORPORATIONRTX |
| 2.47% | 2.73% | $203.0M | 1.1M | $211.1M | 1.1M | -24,716-2.26% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.03% | 2.08% | $167.1M | 657,989 | $160.7M | 657,528 | +461+0.07% | Add |
 STRYKER CORPORATIONSYK |
| 1.99% | 2.16% | $163.6M | 519,496 | $167.3M | 509,055 | +10,441+2.05% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.84% | 2.08% | $151.8M | 162,277 | $160.8M | 161,366 | +911+0.56% | Add |
 HOME DEPOT INCHD |
| 1.84% | 1.82% | $151.1M | 428,508 | $141.0M | 428,694 | -186-0.04% | Reduce |
 ALPHABET INCGOOGL |
| 1.74% | 1.52% | $143.6M | 401,718 | $117.7M | 409,445 | -7,727-1.89% | Reduce |
 AMAZON COM INCAMZN |
| 1.68% | 1.53% | $138.2M | 579,893 | $118.3M | 567,966 | +11,927+2.10% | Add |
 CHUBB LIMITEDCB |
| 1.59% | 1.63% | $131.1M | 384,803 | $126.1M | 386,756 | -1,953-0.50% | Reduce |
 ECOLAB INCECL |
| 1.59% | 1.62% | $130.6M | 468,722 | $125.1M | 470,443 | -1,721-0.37% | Reduce |
 TJX COS INC NEWTJX |
| 1.41% | 1.59% | $116.3M | 767,963 | $123.3M | 771,975 | -4,012-0.52% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.39% | 1.5% | $114.0M | 598,324 | $116.2M | 612,657 | -14,333-2.34% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.34% | 1.43% | $110.7M | 754,625 | $110.3M | 763,852 | -9,227-1.21% | Reduce |
 PALO ALTOPANW |
| 1.34% | 0.62% | $109.9M | 322,392 | $48.2M | 300,564 | +21,828+7.26% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.34% | 1.27% | $109.9M | 221,304 | $98.1M | 219,669 | +1,635+0.74% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.22% | 1.29% | $100.0M | 142,173 | $99.6M | 161,554 | -19,381-12.00% | Reduce |
 BROADCOM INCAVGO |
| 1.21% | 0.97% | $99.4M | 263,007 | $74.7M | 241,441 | +21,566+8.93% | Add |
 IDEXX LABS INC COMIDXX |
| 1.07% | 1.22% | $88.3M | 167,666 | $94.5M | 168,181 | -515-0.31% | Reduce |
| WWATSCO INCWSO |
| 1.06% | 0.99% | $87.2M | 209,280 | $76.3M | 209,805 | -525-0.25% | Reduce |
 ABBVIE INCABBV |
| 1.06% | 0.97% | $87.1M | 345,978 | $74.7M | 343,615 | +2,363+0.69% | Add |
 META PLATFORMS INCMETA |
| 1.02% | 0.99% | $83.8M | 148,710 | $76.6M | 133,969 | +14,741+11.00% | Add |
 MCDONALDS CORPMCD |
| 0.98% | 1.22% | $80.8M | 298,932 | $94.5M | 303,989 | -5,057-1.66% | Reduce |
 IRON MTN INC DEL COMIRM |
| 0.98% | 0.86% | $80.8M | 639,322 | $66.6M | 652,068 | -12,746-1.95% | Reduce |
 AMERIPRISE FINL INCAMP |
| 0.95% | 1% | $78.5M | 171,132 | $77.1M | 173,461 | -2,329-1.34% | Reduce |
 CISCO SYS INCCSCO |
| 0.9% | 0.64% | $73.9M | 629,560 | $49.2M | 633,547 | -3,987-0.63% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.89% | 0.96% | $72.9M | 57,090 | $74.2M | 58,807 | -1,717-2.92% | Reduce |
| VVANGUARD FTSEVEA |
| 0.82% | 0.8% | $67.7M | 950,233 | $62.2M | 970,411 | -20,178-2.08% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 0.81% | 0.82% | $66.5M | 289,883 | $63.5M | 293,288 | -3,405-1.16% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.8% | 1.07% | $66.1M | 398,635 | $82.9M | 400,536 | -1,901-0.47% | Reduce |
 RESMED INCRMD |
| 0.76% | 0.95% | $62.8M | 322,033 | $73.3M | 326,407 | -4,374-1.34% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.74% | 0.81% | $61.2M | 696,876 | $62.7M | 675,388 | +21,488+3.18% | Add |
 WALMART INCWMT |
| 0.72% | 0.84% | $59.6M | 526,233 | $65.0M | 523,098 | +3,135+0.60% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.7% | 0.73% | $57.9M | 115,656 | $56.3M | 117,536 | -1,880-1.60% | Reduce |
 LINCOLN ELEC HLDGS INCLECO |
| 0.67% | 0.68% | $55.5M | 208,918 | $52.3M | 209,888 | -970-0.46% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.66% | 0.62% | $54.5M | 957,307 | $47.6M | 976,595 | -19,288-1.98% | Reduce |
 PEPSICO INCPEP |
| 0.66% | 0.84% | $54.5M | 402,525 | $64.6M | 415,977 | -13,452-3.23% | Reduce |
 LINDE PLCLIN |
| 0.66% | 0.67% | $54.0M | 104,115 | $52.2M | 105,270 | -1,155-1.10% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.66% | 0.84% | $54.0M | 595,129 | $64.7M | 629,836 | -34,707-5.51% | Reduce |
 CARLISLE COS INCCSL |
| 0.63% | 0.61% | $51.8M | 142,765 | $46.9M | 140,466 | +2,299+1.64% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.61% | 0.59% | $50.0M | 223,090 | $45.5M | 223,960 | -870-0.39% | Reduce |
 ROPER TECHNOLOGIES INCROP |
| 0.58% | 0.82% | $47.5M | 140,495 | $63.7M | 180,120 | -39,625-22.00% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.57% | 0.59% | $46.9M | 263,055 | $45.8M | 10,870 | +252,185+2,320.01% | Add |
 XYLEM INCXYL |
| 0.57% | 0.64% | $46.8M | 395,967 | $49.5M | 413,855 | -17,888-4.32% | Reduce |
