 ALPHABET INCGOOGL |
| 5.74% | 5.49% | $7.3M | 2,521 | $6.4M | 2,389 | +132+5.53% | Add |
 APPLE INCAAPL |
| 5.68% | 5.02% | $7.2M | 40,721 | $5.8M | 41,259 | -538-1.30% | Reduce |
 AMAZON COM INCAMZN |
| 5.62% | 5.93% | $7.2M | 2,150 | $6.9M | 2,101 | +49+2.33% | Add |
 UNION PAC CORPUNP |
| 4.77% | 4.2% | $6.1M | 24,103 | $4.9M | 24,897 | -794-3.19% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.75% | 5.06% | $6.0M | 2,087 | $5.9M | 2,304 | -217-9.42% | Reduce |
 MICROSOFT CORPMSFT |
| 4.43% | 4.1% | $5.6M | 16,767 | $4.8M | 16,971 | -204-1.20% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 2.95% | 2.58% | $3.7M | 7,416 | $3.0M | 7,673 | -257-3.35% | Reduce |
 WASTE MGMT INC DELWM |
| 2.14% | 2.12% | $2.7M | 16,284 | $2.5M | 16,549 | -265-1.60% | Reduce |
 MSA SAFETY INCMSA |
| 2.07% | 2.17% | $2.6M | 17,381 | $2.5M | 17,353 | +28+0.16% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 1.98% | 1.84% | $2.5M | 19,533 | $2.1M | 18,896 | +637+3.37% | Add |
 HONEYWELL INTL INCHON |
| 1.98% | 2.07% | $2.5M | 12,068 | $2.4M | 11,411 | +657+5.76% | Add |
 JPMORGAN CHASE & COJPM |
| 1.89% | 2.12% | $2.4M | 15,153 | $2.5M | 15,102 | +51+0.34% | Add |
 PALO ALTOPANW |
| 1.86% | 1.77% | $2.4M | 4,224 | $2.1M | 4,337 | -113-2.61% | Reduce |
 BLACKSTONE INCBX |
| 1.84% | 1.82% | $2.3M | 18,074 | $2.1M | 18,133 | -59-0.33% | Reduce |
 CONSTELLATION BRANDS INCSTZ |
| 1.82% | 1.82% | $2.3M | 9,139 | $2.1M | 10,094 | -955-9.46% | Reduce |
 HOME DEPOT INCHD |
| 1.77% | 1.63% | $2.3M | 5,443 | $1.9M | 5,767 | -324-5.62% | Reduce |
| MMGM GROWTH PPTYS LLC |
| 1.75% | 1.68% | $2.2M | 54,776 | $2.0M | 50,865 | +3,911+7.69% | Add |
 VISA INCV |
| 1.73% | 1.83% | $2.2M | 10,209 | $2.1M | 9,614 | +595+6.19% | Add |
 MERCURY GENL CORP NEW COMMCY |
| 1.61% | 1.8% | $2.1M | 38,593 | $2.1M | 37,565 | +1,028+2.74% | Add |
 BLACKROCK INC COMBLK |
| 1.5% | 1.53% | $1.9M | 2,069 | $1.8M | 2,114 | -45-2.13% | Reduce |
 MCDONALDS CORPMCD |
| 1.5% | 1.5% | $1.9M | 7,079 | $1.8M | 7,299 | -220-3.01% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.38% | 1.49% | $1.8M | 28,335 | $1.7M | 29,283 | -948-3.24% | Reduce |
 BOEING COBA |
| 1.37% | 1.4% | $1.7M | 8,696 | $1.6M | 7,523 | +1,173+15.59% | Add |
 EMERSON ELEC COEMR |
| 1.25% | 1.06% | $1.6M | 17,161 | $1.2M | 13,246 | +3,915+29.56% | Add |
 NETFLIX INCNFLX |
| 1.24% | 1.39% | $1.6M | 2,604 | $1.6M | 2,657 | -53-1.99% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.23% | 1.48% | $1.6M | 85,985 | $1.7M | 71,766 | +14,219+19.81% | Add |
 UNITED PARCEL SVCS INCUPS |
| 1.19% | 0.82% | $1.5M | 7,049 | $954,000 | 5,192 | +1,857+35.77% | Add |
 3M CO COMMMM |
| 1.17% | 0.9% | $1.5M | 8,332 | $1.0M | 5,909 | +2,423+41.01% | Add |
 ECOLAB INCECL |
| 1.16% | 1.26% | $1.5M | 6,309 | $1.5M | 7,033 | -724-10.29% | Reduce |
 AMGEN INC COMAMGN |
| 1.16% | 1.35% | $1.5M | 6,565 | $1.6M | 7,405 | -840-11.34% | Reduce |
| HHEALTHEQUITY INCHQY |
| 1.14% | 1.52% | $1.4M | 33,164 | $1.8M | 27,469 | +5,695+20.73% | Add |
 ELI LILLY & COLLY |
| 1.12% | 1.04% | $1.4M | 5,155 | $1.2M | 5,223 | -68-1.30% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.12% | 1.09% | $1.4M | 10,100 | $1.3M | 10,716 | -616-5.75% | Reduce |
 STARBUCKS CORPSBUX |
| 1.11% | 1.12% | $1.4M | 12,015 | $1.3M | 11,774 | +241+2.05% | Add |
 ADOBE INC COMADBE |
| 1.11% | 1.17% | $1.4M | 2,464 | $1.4M | 2,356 | +108+4.58% | Add |
| AALTERYX INCAYXEUR |
| 1.1% | 1.77% | $1.4M | 23,195 | $2.1M | 28,180 | -4,985-17.69% | Reduce |
| TTOLL BROTHERS INCTOL |
| 1.1% | 1.03% | $1.4M | 19,362 | $1.2M | 21,454 | -2,092-9.75% | Reduce |
 PEPSICO INCPEP |
| 1.08% | 1.11% | $1.4M | 7,910 | $1.3M | 8,553 | -643-7.52% | Reduce |
 NIKE INCNKE |
| 1.07% | 1.05% | $1.4M | 8,158 | $1.2M | 8,376 | -218-2.60% | Reduce |
 ELANCO ANIMAL HEALTH INCELAN |
| 1.05% | 1.26% | $1.3M | 47,567 | $1.5M | 46,120 | +1,447+3.14% | Add |
 MCCORMICK & CO INC COM NON VTGMKC |
| 1.04% | 1% | $1.3M | 13,723 | $1.2M | 14,487 | -764-5.27% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.98% | 0.83% | $1.2M | 8,727 | $972,000 | 9,403 | -676-7.19% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.95% | 0.98% | $1.2M | 3,377 | $1.1M | 3,306 | +71+2.15% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.94% | 0.84% | $1.2M | 2,108 | $974,000 | 2,188 | -80-3.66% | Reduce |
 MERCK & CO INCMRK |
| 0.91% | 1.16% | $1.2M | 15,160 | $1.4M | 17,787 | -2,627-14.77% | Reduce |
 ILLUMINA INCILMN |
| 0.89% | 0.81% | $1.1M | 2,973 | $943,000 | 2,368 | +605+25.55% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.85% | 0.35% | $1.1M | 3,202 | $403,000 | 1,262 | +1,940+153.72% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.83% | 0.78% | $1.1M | 3,422 | $903,000 | 3,517 | -95-2.70% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.79% | 0.74% | $1.0M | 6,133 | $867,000 | 6,207 | -74-1.19% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.76% | 0.68% | $973,000 | 2,352 | $793,000 | 2,476 | -124-5.01% | Reduce |
