 KENVUE INC COMKVUE |
| 14.49% | 14.94% | $12.9M | 676,116 | $12.5M | 726,716 | -50,600-6.96% | Reduce |
 VISA INCV |
| 10.62% | 10.68% | $9.5M | 27,600 | $9.0M | 29,640 | -2,040-6.88% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 10.04% | 10.49% | $8.9M | 83,220 | $8.8M | 89,420 | -6,200-6.93% | Reduce |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 9.96% | 13.17% | $8.9M | 125,234 | $11.0M | 134,534 | -9,300-6.91% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 9.57% | 7.17% | $8.5M | 16,602 | $6.0M | 12,042 | +4,560+37.87% | Add |
 NIKE INCNKE |
| 9.12% | 9.4% | $8.1M | 198,000 | $7.9M | 149,200 | +48,800+32.71% | Add |
| SSOLVENTUM CORP COM SHSSOLV |
| 8.58% | 8.3% | $7.7M | 99,190 | $7.0M | 106,590 | -7,400-6.94% | Reduce |
| TTOAST INC CL ATOST |
| 8.06% | 4.34% | $7.2M | 258,200 | $3.6M | 137,300 | +120,900+88.06% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 7.69% | 7.08% | $6.9M | 38,470 | $5.9M | 35,250 | +3,220+9.13% | Add |
| MMIDDLEBY CORPMIDD |
| 5.06% | 4.46% | $4.5M | 26,200 | $3.7M | 28,200 | -2,000-7.09% | Reduce |
 MICROSOFT CORPMSFT |
| 2.01% | 2.28% | $1.8M | 4,800 | $1.9M | 5,160 | -360-6.98% | Reduce |
 PAYPAL HLDGS INC COMPYPL |
| 1.87% | 4.58% | $1.7M | 38,672 | $3.8M | 84,972 | -46,300-54.49% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.14% | 1.16% | $1.0M | 2,038 | $976,610 | 2,038 | 00.00% | Unchanged |
 ECOLAB INCECL |
| 1.07% | 1.16% | $955,640 | 3,413 | $974,657 | 3,653 | -240-6.57% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.47% | 0.48% | $416,765 | 1,641 | $401,126 | 1,641 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.32% | $222,598 | 630 | $266,780 | 930 | -300-32.26% | Reduce |
