 MICROSOFT CORPMSFT |
| 8.17% | 7.62% | $48.8M | 189,992 | $59.2M | 192,064 | -2,072-1.08% | Reduce |
| AAlphabet Inc Class CGOOG |
| 7.51% | 7.58% | $44.8M | 20,485 | $58.9M | 21,090 | -605-2.87% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 5.46% | 4.92% | $32.6M | 63,406 | $38.2M | 74,891 | -11,485-15.34% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 4.88% | 3.8% | $29.1M | 164,132 | $29.5M | 166,563 | -2,431-1.46% | Reduce |
 VISA INCV |
| 4.78% | 4.27% | $28.5M | 144,857 | $33.1M | 149,434 | -4,577-3.06% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 4.48% | 4.21% | $26.7M | 55,425 | $32.7M | 66,608 | -11,183-16.79% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 3.74% | 3.23% | $22.3M | 143,838 | $25.1M | 147,407 | -3,569-2.42% | Reduce |
| PPIONEER NAT RES COPXD |
| 3.7% | 3.37% | $22.1M | 99,069 | $26.1M | 104,541 | -5,472-5.23% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 3.61% | 3.04% | $21.5M | 39,655 | $23.6M | 40,019 | -364-0.91% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 3.41% | 3.7% | $20.4M | 216,684 | $28.8M | 217,754 | -1,070-0.49% | Reduce |
 ANALOG DEVICES INC COMADI |
| 3.24% | 6.08% | $19.3M | 132,438 | $47.3M | 286,114 | -153,676-53.71% | Reduce |
 YUM BRANDS INC COMYUM |
| 3.21% | 2.34% | $19.2M | 168,967 | $18.2M | 153,271 | +15,696+10.24% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.82% | 2.08% | $16.8M | 53,398 | $16.2M | 45,263 | +8,135+17.97% | Add |
 AON PLC SHS CL AAON |
| 2.82% | 2.69% | $16.8M | 62,399 | $20.9M | 64,155 | -1,756-2.74% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 2.8% | 2.62% | $16.7M | 60,154 | $20.3M | 60,280 | -126-0.21% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 2.61% | 2.73% | $15.6M | 223,711 | $21.2M | 256,208 | -32,497-12.68% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 2.56% | 2.56% | $15.3M | 242,153 | $19.9M | 236,272 | +5,881+2.49% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.41% | 2.43% | $14.4M | 175,736 | $18.9M | 181,290 | -5,554-3.06% | Reduce |
 MORGAN STANLEYMS |
| 2.4% | 2.18% | $14.4M | 188,705 | $17.0M | 193,985 | -5,280-2.72% | Reduce |
 S&P GLOBAL INCSPGI |
| 2.37% | 2.02% | $14.1M | 41,921 | $15.7M | 38,304 | +3,617+9.44% | Add |
 MOODYS CORPMCO |
| 2.27% | 2.15% | $13.5M | 49,741 | $16.7M | 49,518 | +223+0.45% | Add |
| WWYNDHAM HOTELS & RESORTS INCWH |
| 2.25% | 1.52% | $13.5M | 204,681 | $11.8M | 139,489 | +65,192+46.74% | Add |
 IQVIA HLDGS INCIQV |
| 2.24% | 1.79% | $13.4M | 61,692 | $13.9M | 60,102 | +1,590+2.65% | Add |
 AMERICAN TOWER CORP COMAMT |
| 2.22% | 1.63% | $13.3M | 51,936 | $12.6M | 50,301 | +1,635+3.25% | Add |
 ADOBE INC COMADBE |
| 2.1% | 1.48% | $12.5M | 34,191 | $11.5M | 25,178 | +9,013+35.80% | Add |
 TJX COS INC NEWTJX |
| 2.09% | 2.06% | $12.5M | 223,761 | $16.0M | 264,533 | -40,772-15.41% | Reduce |
 REVVITY INCRVTY |
| 1.92% | 1.87% | $11.5M | 80,700 | $14.5M | 83,251 | -2,551-3.06% | Reduce |
 UNION PAC CORPUNP |
| 1.71% | 1.44% | $10.2M | 47,949 | $11.2M | 40,891 | +7,058+17.26% | Add |
 SHERWIN WILLIAMS COSHW |
| 1.55% | 1.36% | $9.3M | 41,356 | $10.6M | 42,287 | -931-2.20% | Reduce |
 MEDTRONIC PLCMDT |
| 1.19% | 1.14% | $7.1M | 78,870 | $8.8M | 79,691 | -821-1.03% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 1.13% | 1.27% | $6.8M | 68,960 | $9.9M | 89,899 | -20,939-23.29% | Reduce |
 NIKE INCNKE |
| 0.95% | 0.84% | $5.6M | 55,255 | $6.6M | 48,679 | +6,576+13.51% | Add |
 APPLIED MATLS INCAMAT |
| 0.73% | 0.63% | $4.4M | 48,193 | $4.9M | 37,163 | +11,030+29.68% | Add |
| TTOPBUILD CORBLD |
| 0.65% | 0.56% | $3.9M | 23,191 | $4.3M | 23,923 | -732-3.06% | Reduce |
