R RBC BEARINGS INC RBC
12.78% 12.55% $275.7M 428,132 $240.0M 441,904 -13,772 -3.12% Reduce AMPHENOL CORP APH
12.68% 9.77% $273.6M 1.6M $186.7M 1.5M +74,126 +5.02% Add TELEDYNE TECHNOLOGIES INC TDY
11.65% 11.46% $251.4M 376,928 $219.1M 362,122 +14,806 +4.09% Add AMETEK INC COM AME
10.23% 9.97% $220.6M 911,966 $190.7M 889,503 +22,463 +2.53% Add HEICO CORP NEW HEI
10.11% 8.37% $218.1M 845,691 $159.9M 757,713 +87,978 +11.61% Add LINDE PLC LIN
9.51% 10.03% $205.2M 395,385 $191.7M 386,703 +8,682 +2.25% Add SIMPSON MFG INC SSD
4.98% 4.58% $107.4M 513,029 $87.6M 510,390 +2,639 +0.52% Add R RLI CORP RLI
4.98% 5.34% $107.4M 1.8M $102.0M 1.8M +28,366 +1.59% Add ISHARES MBS MBB
4.76% 5.92% $102.6M 1.1M $113.2M 1.2M -121,299 -10.29% Reduce K KINSALE CAP GROUP INC KNSL
4.3% 4.83% $92.8M 281,497 $92.3M 270,140 +11,357 +4.20% Add CANADIAN PACIFIC KANSAS CITY CP
4.28% 4.31% $92.4M 1.1M $82.4M 1.0M +18,696 +1.78% Add GRACO INC GGG
3.58% 3.46% $77.1M 1.0M $66.2M 781,784 +238,487 +30.51% Add COPART INC COM CPRT
3.26% 4.3% $70.4M 2.5M $82.2M 2.5M +21,095 +0.85% Add HINGHAM INSTN SVGS MASS COM HIFS
2.76% 3.09% $59.4M 193,531 $59.2M 206,955 -13,424 -6.49% Reduce MASTERCARD INCORPORATED MA
0.06% 0.05% $1.2M 2,315 $1.0M 2,085 +230 +11.03% Add VISA INC V
0.05% 0.05% $1.1M 3,242 $994,974 3,292 -50 -1.52% Reduce S STATE STREET SPDR S&P MIDCAP 400 ETF TRUST MDY
0.03% 0.03% $678,020 964 $594,557 964 0 0.00% Unchanged 
