| OOREILLY AUTOMOTIVE INC COMORLY |
| 14.01% | 15.32% | $17.6M | 191,342 | $18.3M | 197,979 | -6,637-3.35% | Reduce |
 PALVELLA THERAPEUTICS INC NEPVLA |
| 10.49% | 9.48% | $13.2M | 86,343 | $11.3M | 90,757 | -4,414-4.86% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 9.07% | 9.73% | $11.4M | 48,090 | $11.6M | 49,789 | -1,699-3.41% | Reduce |
 VISA INCV |
| 9.07% | 7.49% | $11.4M | 33,250 | $8.9M | 29,558 | +3,692+12.49% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 8.5% | 8.54% | $10.7M | 32,362 | $10.2M | 33,511 | -1,149-3.43% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 8.44% | 8.82% | $10.6M | 21,213 | $10.5M | 21,961 | -748-3.41% | Reduce |
 AUTOZONE INCAZO |
| 6.52% | 7.52% | $8.2M | 2,566 | $9.0M | 2,658 | -92-3.46% | Reduce |
 ALPHABET INCGOOGL |
| 5.4% | 3.15% | $6.8M | 19,002 | $3.8M | 13,074 | +5,928+45.34% | Add |
 S&P GLOBAL INCSPGI |
| 5.29% | 3.39% | $6.7M | 16,347 | $4.0M | 9,517 | +6,830+71.77% | Add |
 LINDE PLCLIN |
| 5.12% | 5.35% | $6.4M | 12,422 | $6.4M | 12,868 | -446-3.47% | Reduce |
| MMEDLINE INC COM CL AMDLN |
| 4.93% | 3.4% | $6.2M | 157,171 | $4.1M | 91,159 | +66,012+72.41% | Add |
 SHERWIN WILLIAMS COSHW |
| 4.55% | 4.62% | $5.7M | 16,610 | $5.5M | 17,202 | -592-3.44% | Reduce |
 COPART INC COMCPRT |
| 3.75% | 2.94% | $4.7M | 167,365 | $3.5M | 105,619 | +61,746+58.46% | Add |
| SSPDR SERIES TRUSTBIL |
| 2.62% | 2.18% | $3.3M | 36,012 | $2.6M | 28,426 | +7,586+26.69% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 2.23% | — | $2.8M | 12,241 | $0 | 0 | +12,241 | New Buy |
