 APPLE INCAAPL |
| 2.84% | 2.58% | $8.1M | 28,013 | $7.1M | 28,102 | -89-0.32% | Reduce |
 BROADCOM INCAVGO |
| 2.45% | 2.1% | $7.0M | 18,539 | $5.8M | 18,777 | -238-1.27% | Reduce |
 CASEYS GEN STORES INCCASY |
| 2.39% | 2.28% | $6.8M | 8,578 | $6.3M | 8,664 | -86-0.99% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.33% | 2.09% | $6.7M | 33,241 | $5.8M | 33,100 | +141+0.43% | Add |
 MICROSOFT CORPMSFT |
| 2.28% | 2.32% | $6.5M | 17,429 | $6.4M | 17,307 | +122+0.70% | Add |
 ALPHABET INCGOOGL |
| 2.23% | 1.86% | $6.4M | 17,840 | $5.1M | 17,880 | -40-0.22% | Reduce |
 ABBVIE INCABBV |
| 2.14% | 1.91% | $6.1M | 24,328 | $5.3M | 24,269 | +59+0.24% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.1% | 1.83% | $6.0M | 8,751 | $5.1M | 8,474 | +277+3.27% | Add |
 VISA INCV |
| 2.06% | 1.88% | $5.9M | 17,129 | $5.2M | 17,170 | -41-0.24% | Reduce |
 AMAZON COM INCAMZN |
| 2.03% | 1.84% | $5.8M | 24,310 | $5.1M | 24,393 | -83-0.34% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.9% | 1.91% | $5.4M | 10,592 | $5.3M | 10,567 | +25+0.24% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.84% | 2.05% | $5.3M | 5,633 | $5.7M | 5,695 | -62-1.09% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.69% | 1.76% | $4.8M | 52,573 | $4.9M | 52,796 | -223-0.42% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.53% | 1.53% | $4.4M | 17,208 | $4.2M | 17,328 | -120-0.69% | Reduce |
 WALMART INCWMT |
| 1.52% | 1.74% | $4.3M | 38,350 | $4.8M | 38,710 | -360-0.93% | Reduce |
 ELI LILLY & COLLY |
| 1.41% | 1.11% | $4.0M | 3,354 | $3.1M | 3,339 | +15+0.45% | Add |
 LINDE PLCLIN |
| 1.39% | 1.38% | $4.0M | 7,678 | $3.8M | 7,696 | -18-0.23% | Reduce |
 ROSS STORES INC COMROST |
| 1.34% | 1.42% | $3.8M | 17,932 | $3.9M | 18,095 | -163-0.90% | Reduce |
 TJX COS INC NEWTJX |
| 1.32% | 1.45% | $3.8M | 24,973 | $4.0M | 25,173 | -200-0.79% | Reduce |
 CENCORA INCCOR |
| 1.3% | 1.5% | $3.7M | 13,135 | $4.1M | 13,178 | -43-0.33% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.27% | 1.22% | $3.6M | 10,546 | $3.4M | 10,515 | +31+0.29% | Add |
 HOME DEPOT INCHD |
| 1.22% | 1.19% | $3.5M | 9,912 | $3.3M | 9,971 | -59-0.59% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.21% | 1.56% | $3.5M | 25,317 | $4.3M | 25,452 | -135-0.53% | Reduce |
| FFASTENAL CO COMFAST |
| 1.21% | 1.21% | $3.5M | 71,865 | $3.3M | 72,067 | -202-0.28% | Reduce |
 AMGEN INC COMAMGN |
| 1.16% | 1.16% | $3.3M | 9,134 | $3.2M | 9,113 | +21+0.23% | Add |
 PEPSICO INCPEP |
| 1.14% | 1.34% | $3.2M | 23,991 | $3.7M | 23,897 | +94+0.39% | Add |
 AMPHENOL CORPAPH |
| 1.11% | 0.82% | $3.2M | 18,047 | $2.3M | 18,019 | +28+0.16% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.09% | 1.01% | $3.1M | 13,861 | $2.8M | 13,792 | +69+0.50% | Add |
 LOCKHEED MARTIN CORPLMT |
| 1.09% | 1.33% | $3.1M | 6,086 | $3.7M | 6,090 | -4-0.07% | Reduce |
 YUM BRANDS INC COMYUM |
| 1.08% | 1.08% | $3.1M | 19,254 | $3.0M | 19,264 | -10-0.05% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 1.06% | 1.07% | $3.0M | 8,587 | $3.0M | 8,614 | -27-0.31% | Reduce |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.03% | 1.43% | $2.9M | 5,778 | $4.0M | 5,793 | -15-0.26% | Reduce |
 MCDONALDS CORPMCD |
| 1.03% | 1.22% | $2.9M | 10,872 | $3.4M | 10,824 | +48+0.44% | Add |
 COCA COLA COKO |
| 1% | 0.97% | $2.9M | 35,095 | $2.7M | 35,259 | -164-0.47% | Reduce |
 RTX CORPORATIONRTX |
| 0.99% | 1.04% | $2.8M | 14,841 | $2.9M | 14,870 | -29-0.20% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.98% | 0.88% | $2.8M | 3,756 | $2.4M | 3,749 | +7+0.19% | Add |
 ABBOTT LABORATORIESABT |
| 0.94% | 1.1% | $2.7M | 29,609 | $3.0M | 29,506 | +103+0.35% | Add |
 CISCO SYS INCCSCO |
| 0.92% | 0.64% | $2.6M | 22,290 | $1.8M | 22,703 | -413-1.82% | Reduce |
 ILLINOIS TOOLITW |
| 0.9% | 0.9% | $2.6M | 9,558 | $2.5M | 9,557 | +1+0.01% | Add |
 CHEVRON CORPORATIONCVX |
| 0.88% | 1.14% | $2.5M | 15,253 | $3.2M | 15,258 | -5-0.03% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.88% | 0.89% | $2.5M | 17,128 | $2.5M | 17,097 | +31+0.18% | Add |
 QUEST DIAGNOSTICS INCDGX |
| 0.88% | 0.84% | $2.5M | 11,828 | $2.3M | 11,840 | -12-0.10% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.86% | 1.05% | $2.4M | 8,409 | $2.9M | 8,424 | -15-0.18% | Reduce |
 WW GRAINGER INCGWW |
| 0.82% | 0.69% | $2.4M | 1,729 | $1.9M | 1,746 | -17-0.97% | Reduce |
 DOVER CORPDOV |
| 0.82% | 0.79% | $2.3M | 10,429 | $2.2M | 10,537 | -108-1.02% | Reduce |
 RESMED INCRMD |
| 0.82% | 0.98% | $2.3M | 11,969 | $2.7M | 12,105 | -136-1.12% | Reduce |
 CHURCH & DWIGHTCHD |
| 0.8% | 0.81% | $2.3M | 23,732 | $2.2M | 24,010 | -278-1.16% | Reduce |
 REALTY INCOME CORP COMO |
| 0.79% | 0.8% | $2.3M | 36,435 | $2.2M | 36,326 | +109+0.30% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.78% | 0.86% | $2.2M | 25,467 | $2.4M | 25,489 | -22-0.09% | Reduce |
 DONALDSON INCDCI |
| 0.76% | 0.75% | $2.2M | 24,195 | $2.1M | 24,323 | -128-0.53% | Reduce |
