APPLE INCAAPL |
| 7.77% | 6.97% | $73.5M | 254,154 | $64.0M | 252,349 | +1,805+0.72% | Add |
MASTERCARD INCORPORATEDMA |
| 5.88% | 5.85% | $55.6M | 108,351 | $53.7M | 107,536 | +815+0.76% | Add |
TJX COS INC NEWTJX |
| 5.76% | 6.27% | $54.6M | 360,164 | $57.6M | 360,391 | -227-0.06% | Reduce |
ELI LILLY & COLLY |
| 5.63% | 4.39% | $53.3M | 44,419 | $40.3M | 43,827 | +592+1.35% | Add |
MICROSOFT CORPMSFT |
| 5.16% | 5.3% | $48.9M | 131,068 | $48.7M | 131,592 | -524-0.40% | Reduce |
ALPHABET INCGOOGL |
| 4.16% | 3.51% | $39.4M | 110,181 | $32.2M | 112,018 | -1,837-1.64% | Reduce |
AUTOMATIC DATA PROCESSING INADP |
| 4.09% | 3.82% | $38.7M | 172,935 | $35.1M | 172,904 | +31+0.02% | Add |
STRYKER CORPORATIONSYK |
| 3.71% | 3.99% | $35.1M | 111,616 | $36.6M | 111,497 | +119+0.11% | Add |
JOHNSON & JOHNSONJNJ |
| 2.7% | 2.68% | $25.5M | 100,552 | $24.6M | 100,652 | -100-0.10% | Reduce |
ABBVIE INCABBV |
| 2.56% | 2.26% | $24.2M | 96,228 | $20.8M | 95,493 | +735+0.77% | Add |
| NNEXTERA ENERGY INCNEE |
| 2.3% | 2.52% | $21.7M | 247,598 | $23.2M | 249,435 | -1,837-0.74% | Reduce |
ECOLAB INCECL |
| 2.21% | 2.09% | $21.0M | 75,205 | $19.2M | 72,244 | +2,961+4.10% | Add |
MARATHON PETE CORPMPC |
| 2.06% | 2.04% | $19.5M | 76,329 | $18.7M | 76,779 | -450-0.59% | Reduce |
MCDONALDS CORPMCD |
| 2.04% | 2.42% | $19.3M | 71,366 | $22.2M | 71,541 | -175-0.24% | Reduce |
ABBOTT LABORATORIESABT |
| 1.94% | 2.35% | $18.4M | 202,659 | $21.6M | 210,544 | -7,885-3.75% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 1.76% | 1.94% | $16.6M | 17,775 | $17.9M | 17,918 | -143-0.80% | Reduce |
COCA COLA COKO |
| 1.44% | 1.39% | $13.7M | 168,150 | $12.8M | 168,148 | +2+0.00% | Add |
PROCTER & GAMBLE COPG |
| 1.36% | 1.39% | $12.9M | 88,035 | $12.7M | 88,230 | -195-0.22% | Reduce |
| WWATSCO INCWSO |
| 1.33% | 1.22% | $12.6M | 30,149 | $11.2M | 30,709 | -560-1.82% | Reduce |
EXXON MOBIL CORPXOM |
| 1.33% | 1.69% | $12.6M | 91,891 | $15.5M | 91,491 | +400+0.44% | Add |
CHURCH & DWIGHTCHD |
| 1.22% | 1.37% | $11.5M | 119,166 | $12.6M | 135,023 | -15,857-11.74% | Reduce |
AMPHENOL CORPAPH |
| 1.14% | 0.78% | $10.8M | 61,475 | $7.2M | 56,750 | +4,725+8.33% | Add |
AMAZON COM INCAMZN |
| 1.12% | 0.95% | $10.6M | 44,584 | $8.7M | 41,976 | +2,608+6.21% | Add |
INTUITINTU |
| 1.07% | 1.87% | $10.2M | 38,906 | $17.2M | 39,743 | -837-2.11% | Reduce |
PEPSICO INCPEP |
| 1.03% | 1.23% | $9.7M | 71,867 | $11.3M | 72,544 | -677-0.93% | Reduce |
BROADRIDGE FINL SOLUTIONS INBR |
| 1.01% | 1.54% | $9.6M | 70,042 | $14.1M | 86,873 | -16,831-19.37% | Reduce |
WALMART INCWMT |
| 0.93% | 1.05% | $8.8M | 77,479 | $9.6M | 77,479 | 00.00% | Unchanged |
DANAHER CORP DEL COMDHR |
| 0.91% | 0.95% | $8.6M | 45,350 | $8.8M | 46,177 | -827-1.79% | Reduce |
HOME DEPOT INCHD |
| 0.89% | 0.88% | $8.4M | 23,760 | $8.1M | 24,587 | -827-3.36% | Reduce |
RTX CORPORATIONRTX |
| 0.87% | 0.91% | $8.2M | 43,314 | $8.4M | 43,314 | 00.00% | Unchanged |
SHERWIN WILLIAMS COSHW |
| 0.79% | 0.79% | $7.5M | 21,814 | $7.2M | 22,513 | -699-3.10% | Reduce |
MERCK & CO INCMRK |
| 0.77% | 0.74% | $7.2M | 56,376 | $6.8M | 56,376 | 00.00% | Unchanged |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.74% | 0.76% | $7.0M | 13,975 | $7.0M | 14,540 | -565-3.89% | Reduce |
COLGATE PALMOLIVE COCL |
| 0.71% | 0.66% | $6.7M | 72,984 | $6.1M | 71,584 | +1,400+1.96% | Add |
CASEYS GEN STORES INCCASY |
| 0.71% | 0.67% | $6.7M | 8,416 | $6.1M | 8,430 | -14-0.17% | Reduce |
VISA INCV |
| 0.66% | 0.61% | $6.2M | 18,178 | $5.6M | 18,478 | -300-1.62% | Reduce |
IDEXX LABS INC COMIDXX |
| 0.63% | 0.68% | $6.0M | 11,363 | $6.2M | 11,068 | +295+2.67% | Add |
| QQUALCOMM INCQCOM |
| 0.63% | 0.48% | $6.0M | 32,227 | $4.4M | 34,027 | -1,800-5.29% | Reduce |
CISCO SYS INCCSCO |
| 0.58% | 0.39% | $5.5M | 46,528 | $3.6M | 46,533 | -5-0.01% | Reduce |
WW GRAINGER INCGWW |
| 0.56% | 0.45% | $5.3M | 3,884 | $4.1M | 3,756 | +128+3.41% | Add |
ANALOG DEVICES INC COMADI |
| 0.55% | 0.45% | $5.2M | 13,129 | $4.2M | 13,129 | 00.00% | Unchanged |
MCCORMICK & CO INC COM NON VTGMKC |
| 0.54% | 0.72% | $5.2M | 102,193 | $6.6M | 131,453 | -29,260-22.26% | Reduce |
SYSCO CORP COMSYY |
| 0.52% | 0.47% | $5.0M | 59,349 | $4.3M | 59,949 | -600-1.00% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.51% | 0.53% | $4.8M | 52,662 | $4.8M | 52,465 | +197+0.38% | Add |
EMERSON ELEC COEMR |
| 0.5% | 0.48% | $4.8M | 33,356 | $4.4M | 33,356 | 00.00% | Unchanged |
GALLAGHER ARTHUR J & CO COMAJG |
| 0.5% | 0.5% | $4.7M | 20,660 | $4.6M | 21,164 | -504-2.38% | Reduce |
AIR PRODUCTS AND CHEMICALS IAPD |
| 0.48% | 0.5% | $4.6M | 15,610 | $4.6M | 15,730 | -120-0.76% | Reduce |
DEERE & CODE |
| 0.46% | 0.42% | $4.3M | 6,853 | $3.9M | 6,853 | 00.00% | Unchanged |
VEEVA SYS INCVEEV |
| 0.45% | 0.52% | $4.3M | 24,174 | $4.8M | 27,069 | -2,895-10.69% | Reduce |
LOWES COS INC COMLOW |
| 0.45% | 0.5% | $4.3M | 19,282 | $4.6M | 19,372 | -90-0.46% | Reduce |