 ELI LILLY & COLLY |
| 7.03% | 5.8% | $9.3M | 7,762 | $7.2M | 7,861 | -99-1.26% | Reduce |
| AAlphabet Inc Class CGOOG |
| 6.81% | 5.9% | $9.0M | 25,524 | $7.4M | 25,625 | -101-0.39% | Reduce |
 APPLE INCAAPL |
| 5.62% | 5.26% | $7.4M | 25,685 | $6.6M | 25,825 | -140-0.54% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 4.61% | 3.55% | $6.1M | 12,327 | $4.4M | 12,314 | +13+0.11% | Add |
 JPMORGAN CHASE & COJPM |
| 4.61% | 4.41% | $6.1M | 18,640 | $5.5M | 18,696 | -56-0.30% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 4.07% | 4.2% | $5.4M | 21,188 | $5.2M | 21,398 | -210-0.98% | Reduce |
 GE VERNOVA INCGEV |
| 3.94% | 3.12% | $5.2M | 4,437 | $3.9M | 4,450 | -13-0.29% | Reduce |
 WALMART INCWMT |
| 3.92% | 4.69% | $5.2M | 45,836 | $5.8M | 47,060 | -1,224-2.60% | Reduce |
 MICROSOFT CORPMSFT |
| 3.79% | 4.03% | $5.0M | 13,457 | $5.0M | 13,550 | -93-0.69% | Reduce |
| FFASTENAL CO COMFAST |
| 3.57% | 3.65% | $4.7M | 98,373 | $4.6M | 98,075 | +298+0.30% | Add |
 AMAZON COM INCAMZN |
| 3.41% | 3.18% | $4.5M | 18,955 | $4.0M | 18,995 | -40-0.21% | Reduce |
 GENERAC HLDGS INCGNRC |
| 3.19% | 2.23% | $4.2M | 14,421 | $2.8M | 14,255 | +166+1.16% | Add |
 UBER TECHNOLOGIES INCUBER |
| 3.18% | 3.46% | $4.2M | 58,265 | $4.3M | 59,965 | -1,700-2.83% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 3.1% | 3.21% | $4.1M | 7,987 | $4.0M | 8,003 | -16-0.20% | Reduce |
 STRYKER CORPORATIONSYK |
| 2.92% | 3.27% | $3.9M | 12,258 | $4.1M | 12,410 | -152-1.22% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.84% | 2.97% | $3.8M | 25,652 | $3.7M | 25,654 | -2-0.01% | Reduce |
 ECOLAB INCECL |
| 2.83% | 2.85% | $3.7M | 13,423 | $3.6M | 13,354 | +69+0.52% | Add |
 CHEVRON CORPORATIONCVX |
| 2.34% | 2.99% | $3.1M | 18,701 | $3.7M | 18,015 | +686+3.81% | Add |
| RRB GLOBAL INCRBA |
| 2.1% | 1.94% | $2.8M | 23,902 | $2.4M | 25,160 | -1,258-5.00% | Reduce |
 IRHYTHM HOLDINGS INCIRTC |
| 1.89% | 2.08% | $2.5M | 21,012 | $2.6M | 22,010 | -998-4.53% | Reduce |
 DEXCOM INCDXCM |
| 1.85% | 1.85% | $2.4M | 36,343 | $2.3M | 36,780 | -437-1.19% | Reduce |
 HOME DEPOT INCHD |
| 1.79% | 1.79% | $2.4M | 6,725 | $2.2M | 6,765 | -40-0.59% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.64% | 2.02% | $2.2M | 5,463 | $2.5M | 5,448 | +15+0.28% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.47% | 1.49% | $1.9M | 2,076 | $1.9M | 1,860 | +216+11.61% | Add |
 SERVICENOW INCNOW |
| 1.43% | 0.97% | $1.9M | 19,020 | $1.2M | 11,605 | +7,415+63.89% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.4% | 2.06% | $1.9M | 15,074 | $2.6M | 16,290 | -1,216-7.46% | Reduce |
 ORACLE CORPORCL |
| 1.3% | 1.39% | $1.7M | 11,732 | $1.7M | 11,765 | -33-0.28% | Reduce |
 BLACKSTONE INCBX |
| 1.27% | 1.72% | $1.7M | 14,260 | $2.1M | 18,590 | -4,330-23.29% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.21% | 0.22% | $1.6M | 8,020 | $274,680 | 1,575 | +6,445+409.21% | Add |
 WASTE MGMT INC DELWM |
| 1.17% | 1.21% | $1.5M | 6,945 | $1.5M | 6,585 | +360+5.47% | Add |
| VVANGUARD BD INDEX FDSBIV |
| 1.17% | 1.26% | $1.5M | 20,151 | $1.6M | 20,364 | -213-1.05% | Reduce |
 BOEING COBA |
| 1.1% | 0.99% | $1.5M | 6,699 | $1.2M | 6,185 | +514+8.31% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 1.03% | 1.09% | $1.4M | 11,680 | $1.4M | 11,680 | 00.00% | Unchanged |
 AON PLC SHS CL AAON |
| 0.98% | 1.91% | $1.3M | 3,900 | $2.4M | 7,355 | -3,455-46.97% | Reduce |
 STARBUCKS CORPSBUX |
| 0.96% | 0.83% | $1.3M | 12,479 | $1.0M | 11,605 | +874+7.53% | Add |
| TTOAST INC CL ATOST |
| 0.92% | 1.06% | $1.2M | 43,709 | $1.3M | 49,810 | -6,101-12.25% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.86% | 1.91% | $1.1M | 2,797 | $2.4M | 5,596 | -2,799-50.02% | Reduce |
| IISHARES TRAGG |
| 0.83% | 0.84% | $1.1M | 11,053 | $1.0M | 10,508 | +545+5.19% | Add |
 SALESFORCE INCCRM |
| 0.5% | 0.99% | $664,239 | 4,240 | $1.2M | 6,614 | -2,374-35.89% | Reduce |
| MMEDLINE INC COM CL AMDLN |
| 0.42% | 0.19% | $549,715 | 13,938 | $242,081 | 5,440 | +8,498+156.21% | Add |
 CANADIAN NATL RY COCNI |
| 0.3% | 0.31% | $401,242 | 3,365 | $386,929 | 3,765 | -400-10.62% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.24% | — | $321,923 | 1,895 | $0 | 0 | +1,895 | New Buy |
 CATERPILLAR INCCAT |
| 0.2% | — | $266,225 | 250 | $0 | 0 | +250 | New Buy |
 XYLEM INCXYL |
| 0.19% | 0.3% | $254,152 | 2,150 | $375,828 | 3,145 | -995-31.64% | Reduce |
