 AUTOMATIC DATA PROCESSING INADP |
| 5.52% | 4.94% | $48.5M | 216,593 | $42.1M | 207,213 | +9,380+4.53% | Add |
 EMERSON ELEC COEMR |
| 5.37% | 5.01% | $47.2M | 329,473 | $42.8M | 326,327 | +3,146+0.96% | Add |
 M & T BK CORPMTB |
| 5.07% | 5.33% | $44.6M | 187,183 | $45.5M | 220,036 | -32,853-14.93% | Reduce |
 VISA INCV |
| 5.02% | 4.49% | $44.1M | 128,617 | $38.3M | 126,615 | +2,002+1.58% | Add |
 ABBOTT LABORATORIESABT |
| 4.62% | 4.01% | $40.6M | 447,583 | $34.2M | 333,127 | +114,456+34.36% | Add |
 LINCOLN ELEC HLDGS INCLECO |
| 4.5% | 4.14% | $39.5M | 148,908 | $35.3M | 141,674 | +7,234+5.11% | Add |
 ANALOG DEVICES INC COMADI |
| 4.46% | 4.36% | $39.2M | 98,731 | $37.2M | 116,855 | -18,124-15.51% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 4.25% | 4.19% | $37.3M | 147,057 | $35.8M | 146,263 | +794+0.54% | Add |
 MICROSOFT CORPMSFT |
| 4.22% | 4.28% | $37.0M | 99,290 | $36.5M | 98,624 | +666+0.68% | Add |
 PEPSICO INCPEP |
| 4.16% | 4.66% | $36.5M | 269,725 | $39.8M | 256,014 | +13,711+5.36% | Add |
 DEERE & CODE |
| 4.1% | 3.75% | $36.1M | 56,837 | $32.0M | 56,766 | +71+0.13% | Add |
 JPMORGAN CHASE & COJPM |
| 3.85% | 3.56% | $33.8M | 103,185 | $30.4M | 103,218 | -33-0.03% | Reduce |
| FFASTENAL CO COMFAST |
| 3.69% | 3.66% | $32.5M | 675,693 | $31.2M | 672,862 | +2,831+0.42% | Add |
 ALPHABET INCGOOGL |
| 3.67% | 3.17% | $32.2M | 90,198 | $27.0M | 93,995 | -3,797-4.04% | Reduce |
| RRALPH LAUREN CORPRL |
| 3.49% | 3.1% | $30.6M | 76,328 | $26.4M | 76,819 | -491-0.64% | Reduce |
 SNAP ON INCSNA |
| 3.23% | 3.35% | $28.4M | 70,538 | $28.6M | 78,771 | -8,233-10.45% | Reduce |
 AMGEN INC COMAMGN |
| 3.1% | 3.09% | $27.2M | 75,077 | $26.4M | 74,920 | +157+0.21% | Add |
 BOEING COBA |
| 3.09% | 2.9% | $27.2M | 125,545 | $24.7M | 124,158 | +1,387+1.12% | Add |
 BROWN & BROWN INC COMBRO |
| 3.06% | — | $26.8M | 418,399 | $0 | 0 | +418,399 | New Buy |
 WALMART INCWMT |
| 3.05% | 3.43% | $26.8M | 236,429 | $29.2M | 235,312 | +1,117+0.47% | Add |
 MCDONALDS CORPMCD |
| 2.81% | 2.19% | $24.7M | 91,300 | $18.6M | 59,985 | +31,315+52.20% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.79% | 3.04% | $24.5M | 26,215 | $25.9M | 25,989 | +226+0.87% | Add |
 APPLE INCAAPL |
| 2.74% | 2.49% | $24.1M | 83,212 | $21.3M | 83,796 | -584-0.70% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.49% | 2.43% | $21.8M | 43,653 | $20.7M | 43,196 | +457+1.06% | Add |
 CHEVRON CORPORATIONCVX |
| 2.05% | 2.88% | $18.0M | 108,453 | $24.6M | 118,727 | -10,274-8.65% | Reduce |
 CUMMINS INCCMI |
| 0.32% | 0.3% | $2.8M | 3,951 | $2.6M | 4,751 | -800-16.84% | Reduce |
 LOWES COS INC COMLOW |
| 0.29% | 0.32% | $2.5M | 11,451 | $2.8M | 11,670 | -219-1.88% | Reduce |
| PPAYCOM SOFTWARE INCPAYC |
| 0.28% | 0.28% | $2.4M | 19,343 | $2.3M | 19,305 | +38+0.20% | Add |
 ZIMMER BIOMET HOLDINGS INCZBH |
| 0.26% | 0.3% | $2.3M | 26,625 | $2.5M | 27,896 | -1,271-4.56% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.22% | $2.3M | 6,434 | $1.9M | 6,586 | -152-2.31% | Reduce |
 INTUITINTU |
| 0.24% | 0.34% | $2.1M | 8,132 | $2.9M | 6,804 | +1,328+19.52% | Add |
 META PLATFORMS INCMETA |
| 0.23% | 0.24% | $2.0M | 3,595 | $2.1M | 3,586 | +9+0.25% | Add |
 HERSHEY CO COMHSY |
| 0.22% | 0.22% | $2.0M | 11,176 | $1.8M | 8,883 | +2,293+25.81% | Add |
 LULULEMON ATHLETICA INCLULU |
| 0.19% | 0.26% | $1.7M | 14,908 | $2.2M | 14,664 | +244+1.66% | Add |
 STARBUCKS CORPSBUX |
| 0.18% | 2.87% | $1.5M | 15,131 | $24.5M | 273,290 | -258,159-94.46% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.18% | 0.17% | $1.5M | 2,997 | $1.5M | 2,924 | +73+2.50% | Add |
| KKINSALE CAP GROUP INCKNSL |
| 0.17% | 0.15% | $1.5M | 4,585 | $1.3M | 3,673 | +912+24.83% | Add |
 MERCK & CO INCMRK |
| 0.17% | 0.17% | $1.5M | 11,574 | $1.4M | 11,799 | -225-1.91% | Reduce |
 WATERS CORPWAT |
| 0.16% | 0.13% | $1.4M | 3,720 | $1.1M | 3,783 | -63-1.67% | Reduce |
 MERCURY GENL CORP NEW COMMCY |
| 0.16% | 0.14% | $1.4M | 12,841 | $1.2M | 13,150 | -309-2.35% | Reduce |
 ADOBE INC COMADBE |
| 0.16% | 0.2% | $1.4M | 6,677 | $1.7M | 6,949 | -272-3.91% | Reduce |
 SHELL PLCSHEL |
| 0.14% | 0.17% | $1.2M | 15,352 | $1.4M | 15,536 | -184-1.18% | Reduce |
 ADVANCED DRAIN SYS INC DELWMS |
| 0.13% | 0.11% | $1.2M | 7,512 | $921,364 | 6,719 | +793+11.80% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.13% | 0.22% | $1.1M | 9,073 | $1.9M | 9,359 | -286-3.06% | Reduce |
 PUBLIC STORAGE COMPSA |
| 0.12% | 0.16% | $1.1M | 3,420 | $1.3M | 4,951 | -1,531-30.92% | Reduce |
 TAPESTRY INCTPR |
| 0.12% | 0.12% | $1.0M | 7,001 | $1.0M | 7,422 | -421-5.67% | Reduce |
 AMETEK INC COMAME |
| 0.12% | 0.11% | $1.0M | 4,235 | $901,354 | 4,205 | +30+0.71% | Add |
 DISNEY WALT CODIS |
| 0.11% | 0.12% | $996,110 | 10,349 | $989,717 | 10,269 | +80+0.78% | Add |
 WILLIAMS SONOMA INCWSM |
| 0.1% | 0.08% | $835,664 | 3,585 | $644,537 | 3,535 | +50+1.41% | Add |
 TEXAS INSTRS INCTXN |
| 0.09% | 0.1% | $812,241 | 2,725 | $819,853 | 4,223 | -1,498-35.47% | Reduce |
