 ALPHABET INCGOOGL |
| 7.03% | 6.37% | $134.4M | 376,110 | $110.5M | 384,156 | -8,046-2.09% | Reduce |
 APPLE INCAAPL |
| 6.9% | 6.55% | $132.0M | 456,155 | $113.6M | 447,618 | +8,537+1.91% | Add |
 MICROSOFT CORPMSFT |
| 5.08% | 5.5% | $97.1M | 260,345 | $95.4M | 257,620 | +2,725+1.06% | Add |
 AMPHENOL CORPAPH |
| 4.06% | 3.25% | $77.6M | 439,883 | $56.3M | 445,977 | -6,094-1.37% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.89% | 3.93% | $74.4M | 227,318 | $68.2M | 231,702 | -4,384-1.89% | Reduce |
 AMAZON COM INCAMZN |
| 3.52% | 3.34% | $67.3M | 282,279 | $58.0M | 278,362 | +3,917+1.41% | Add |
 JOHNSON & JOHNSONJNJ |
| 3.51% | 3.72% | $67.1M | 264,026 | $64.5M | 263,796 | +230+0.09% | Add |
 TEXAS INSTRS INCTXN |
| 3.34% | 2.49% | $64.0M | 214,633 | $43.2M | 222,484 | -7,851-3.53% | Reduce |
 ASML HLDG NVASML |
| 3.02% | 2.29% | $57.8M | 29,045 | $39.7M | 30,078 | -1,033-3.43% | Reduce |
 INTEL CORPINTC |
| 2.86% | 0.9% | $54.7M | 391,859 | $15.7M | 354,748 | +37,111+10.46% | Add |
 AMERICAN EXPRESS COAXP |
| 2.7% | 2.69% | $51.6M | 152,667 | $46.7M | 154,500 | -1,833-1.19% | Reduce |
 HOME DEPOT INCHD |
| 2.49% | 2.56% | $47.7M | 135,289 | $44.5M | 135,157 | +132+0.10% | Add |
 CHUBB LIMITEDCB |
| 2.34% | 2.48% | $44.8M | 131,341 | $42.9M | 131,754 | -413-0.31% | Reduce |
 NORDSON CORPNDSN |
| 2.29% | 2.26% | $43.9M | 145,492 | $39.2M | 147,179 | -1,687-1.15% | Reduce |
 VISA INCV |
| 2.19% | 2.15% | $41.9M | 122,175 | $37.3M | 123,285 | -1,110-0.90% | Reduce |
 RPM INTL INCRPM |
| 2.18% | 2.17% | $41.7M | 375,529 | $37.6M | 378,456 | -2,927-0.77% | Reduce |
 AFLAC INC COMAFL |
| 2.12% | 2.25% | $40.6M | 345,878 | $39.0M | 355,931 | -10,053-2.82% | Reduce |
 MCDONALDS CORPMCD |
| 2.1% | 2.67% | $40.1M | 148,471 | $46.3M | 149,029 | -558-0.37% | Reduce |
 STRYKER CORPORATIONSYK |
| 2.09% | 2.39% | $40.1M | 127,268 | $41.4M | 126,022 | +1,246+0.99% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.91% | 1.96% | $36.5M | 163,078 | $34.0M | 167,220 | -4,142-2.48% | Reduce |
 PEPSICO INCPEP |
| 1.81% | 2.31% | $34.7M | 256,046 | $40.1M | 258,043 | -1,997-0.77% | Reduce |
 AMETEK INC COMAME |
| 1.76% | 1.7% | $33.7M | 139,196 | $29.5M | 137,656 | +1,540+1.12% | Add |
 GENERAL DYNAMICS CORPGD |
| 1.64% | 1.73% | $31.3M | 88,480 | $30.0M | 87,454 | +1,026+1.17% | Add |
 MERCK & CO INCMRK |
| 1.53% | 1.58% | $29.4M | 228,418 | $27.4M | 228,154 | +264+0.12% | Add |
 ELI LILLY & COLLY |
| 1.46% | 1.06% | $27.9M | 23,289 | $18.4M | 20,049 | +3,240+16.16% | Add |
 CHURCH & DWIGHTCHD |
| 1.34% | 1.44% | $25.6M | 263,927 | $25.0M | 268,303 | -4,376-1.63% | Reduce |
 TJX COS INC NEWTJX |
| 1.26% | 1.45% | $24.1M | 159,093 | $25.1M | 157,389 | +1,704+1.08% | Add |
 EXXON MOBIL CORPXOM |
| 1.22% | 1.69% | $23.3M | 170,394 | $29.3M | 172,651 | -2,257-1.31% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.18% | 1.09% | $22.5M | 112,450 | $19.0M | 108,702 | +3,748+3.45% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.15% | 1.32% | $22.0M | 23,542 | $22.9M | 23,004 | +538+2.34% | Add |
 DISNEY WALT CODIS |
| 1.09% | 1.24% | $20.8M | 216,459 | $21.6M | 223,959 | -7,500-3.35% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.05% | 1.07% | $20.0M | 40,014 | $18.5M | 38,554 | +1,460+3.79% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.05% | 1.11% | $20.0M | 39,914 | $19.3M | 39,242 | +672+1.71% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.97% | 0.75% | $18.6M | 39,024 | $13.0M | 38,382 | +642+1.67% | Add |
 HONEYWELL INTL INCHON |
| 0.91% | 2.09% | $17.5M | 78,156 | $36.2M | 160,052 | -81,896-51.17% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.9% | — | $17.3M | 78,215 | $0 | 0 | +78,215 | New Buy |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.87% | 0.96% | $16.6M | 56,621 | $16.6M | 57,136 | -515-0.90% | Reduce |
| EEXPONENT INCEXPO |
| 0.86% | 1.09% | $16.5M | 280,267 | $18.9M | 289,108 | -8,841-3.06% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.86% | 0.9% | $16.5M | 112,677 | $15.7M | 119,523 | -6,846-5.73% | Reduce |
 MCCORMICK & CO INC COM NON VTGMKC |
| 0.85% | 1.01% | $16.3M | 322,745 | $17.5M | 346,027 | -23,282-6.73% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.84% | 1.2% | $16.0M | 129,764 | $20.8M | 132,257 | -2,493-1.88% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.8% | 1.07% | $15.3M | 360,469 | $18.5M | 368,077 | -7,608-2.07% | Reduce |
| CCIGNA GROUPLIBD |
| 0.78% | 0.85% | $15.0M | 54,271 | $14.8M | 55,299 | -1,028-1.86% | Reduce |
 PPL CORP COMPPL |
| 0.69% | 0.78% | $13.1M | 361,427 | $13.5M | 353,395 | +8,032+2.27% | Add |
| BBANK OF AMER CORPBAC |
| 0.62% | 0.63% | $11.9M | 208,120 | $10.9M | 224,327 | -16,207-7.22% | Reduce |
 UGI CORP NEWUGI |
| 0.6% | 0.64% | $11.4M | 329,841 | $11.1M | 304,684 | +25,157+8.26% | Add |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.44% | $10.1M | 28,555 | $7.6M | 26,513 | +2,042+7.70% | Add |
 SALESFORCE INCCRM |
| 0.52% | 0.77% | $9.9M | 63,241 | $13.3M | 71,154 | -7,913-11.12% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.39% | 0.76% | $7.4M | 59,308 | $13.1M | 66,215 | -6,907-10.43% | Reduce |
 BOEING COBA |
| 0.37% | 0.35% | $7.1M | 32,850 | $6.0M | 30,335 | +2,515+8.29% | Add |
