 ALPHABET INCGOOGL |
| 7.43% | 6.81% | $70.0M | 195,871 | $59.7M | 207,753 | -11,882-5.72% | Reduce |
 APPLE INCAAPL |
| 6.77% | 6.49% | $63.7M | 220,283 | $56.9M | 224,075 | -3,792-1.69% | Reduce |
 AMAZON COM INCAMZN |
| 6.07% | 5.83% | $57.2M | 239,934 | $51.1M | 245,339 | -5,405-2.20% | Reduce |
 BROADCOM INCAVGO |
| 4.86% | 4.54% | $45.8M | 121,188 | $39.8M | 128,645 | -7,457-5.80% | Reduce |
| IISHARES TRIVV |
| 3.84% | 3.61% | $36.2M | 48,302 | $31.7M | 48,460 | -158-0.33% | Reduce |
 PALO ALTOPANW |
| 3.32% | 1.85% | $31.3M | 91,663 | $16.2M | 101,264 | -9,601-9.48% | Reduce |
 VISA INCV |
| 2.53% | 2.44% | $23.8M | 69,437 | $21.4M | 70,685 | -1,248-1.77% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.38% | 2.4% | $22.4M | 68,448 | $21.1M | 71,606 | -3,158-4.41% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.37% | 2.79% | $22.3M | 23,829 | $24.4M | 24,516 | -687-2.80% | Reduce |
 MICROSOFT CORPMSFT |
| 2.24% | 2.41% | $21.1M | 56,448 | $21.2M | 57,141 | -693-1.21% | Reduce |
 ABBVIE INCABBV |
| 2.01% | 1.94% | $18.9M | 75,213 | $17.0M | 78,048 | -2,835-3.63% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.91% | 2.11% | $17.9M | 194,916 | $18.5M | 200,503 | -5,587-2.79% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.73% | 1.47% | $16.3M | 81,596 | $12.9M | 73,742 | +7,854+10.65% | Add |
 ELI LILLY & COLLY |
| 1.66% | 1.36% | $15.6M | 13,020 | $11.9M | 12,966 | +54+0.42% | Add |
 EXXON MOBIL CORPXOM |
| 1.65% | 2.24% | $15.6M | 113,821 | $19.7M | 115,826 | -2,005-1.73% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.58% | 1.84% | $14.9M | 169,229 | $16.1M | 173,316 | -4,087-2.36% | Reduce |
| QQUALCOMM INCQCOM |
| 1.52% | 1.26% | $14.3M | 77,644 | $11.0M | 85,648 | -8,004-9.35% | Reduce |
 MERCK & CO INCMRK |
| 1.5% | 1.68% | $14.2M | 110,274 | $14.7M | 122,145 | -11,871-9.72% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.37% | 1.36% | $12.9M | 25,734 | $11.9M | 24,869 | +865+3.48% | Add |
 DANAHER CORP DEL COMDHR |
| 1.35% | 1.48% | $12.7M | 66,566 | $13.0M | 68,413 | -1,847-2.70% | Reduce |
| IISHARES 7-10YRIEF |
| 1.27% | 1.49% | $12.0M | 126,601 | $13.0M | 136,448 | -9,847-7.22% | Reduce |
 EQUINIX INCEQIX |
| 1.27% | 1.38% | $11.9M | 11,448 | $12.1M | 12,355 | -907-7.34% | Reduce |
 EATON CORP PLCETN |
| 1.21% | 1.08% | $11.4M | 26,784 | $9.5M | 26,526 | +258+0.97% | Add |
 SERVICENOW INCNOW |
| 1.19% | 1.31% | $11.2M | 113,100 | $11.5M | 109,661 | +3,439+3.14% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 1.14% | 1.23% | $10.8M | 184,829 | $10.8M | 184,229 | +600+0.33% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 1.11% | 1.16% | $10.5M | 177,764 | $10.2M | 171,520 | +6,244+3.64% | Add |
| IISHARES TRIQLT |
| 1.1% | 1.06% | $10.4M | 209,381 | $9.3M | 200,306 | +9,075+4.53% | Add |
 S&P GLOBAL INCSPGI |
| 1.09% | 1.25% | $10.2M | 25,139 | $11.0M | 25,776 | -637-2.47% | Reduce |
 STERIS PLCSTE |
| 1.04% | 1.21% | $9.8M | 46,560 | $10.6M | 48,153 | -1,593-3.31% | Reduce |
 XYLEM INCXYL |
| 1.01% | 1.12% | $9.5M | 80,477 | $9.8M | 82,293 | -1,816-2.21% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.98% | 0.97% | $9.2M | 26,179 | $8.5M | 29,687 | -3,508-11.82% | Reduce |
 SALESFORCE INCCRM |
| 0.98% | 1.28% | $9.2M | 58,980 | $11.2M | 60,216 | -1,236-2.05% | Reduce |
 SYNOPSYS INCSNPS |
| 0.97% | 0.94% | $9.1M | 20,421 | $8.3M | 20,858 | -437-2.10% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 0.89% | 0.99% | $8.4M | 46,828 | $8.7M | 45,675 | +1,153+2.52% | Add |
 META PLATFORMS INCMETA |
| 0.87% | 0.9% | $8.2M | 14,481 | $7.9M | 13,857 | +624+4.50% | Add |
 ECOLAB INCECL |
| 0.85% | 0.91% | $8.0M | 28,721 | $7.9M | 29,833 | -1,112-3.73% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.84% | 1.01% | $7.9M | 48,365 | $8.8M | 51,113 | -2,748-5.38% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.82% | 0.92% | $7.8M | 24,628 | $8.1M | 24,565 | +63+0.26% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.75% | 0.8% | $7.1M | 122,026 | $7.0M | 121,741 | +285+0.23% | Add |
 WASTE CONNECTIONS INCWCN |
| 0.74% | 0.64% | $7.0M | 41,864 | $5.7M | 34,803 | +7,061+20.29% | Add |
 IDEXX LABS INC COMIDXX |
| 0.74% | 0.84% | $6.9M | 13,158 | $7.4M | 13,156 | +2+0.02% | Add |
 MSCI INCMSCI |
| 0.71% | 0.76% | $6.7M | 11,891 | $6.7M | 12,379 | -488-3.94% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.7% | 0.38% | $6.6M | 15,213 | $3.3M | 15,431 | -218-1.41% | Reduce |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.7% | 0.75% | $6.6M | 49,990 | $6.6M | 48,594 | +1,396+2.87% | Add |
| IISHARES COREIJR |
| 0.69% | 0.63% | $6.5M | 43,739 | $5.6M | 44,680 | -941-2.11% | Reduce |
 IQVIA HLDGS INCIQV |
| 0.68% | 0.67% | $6.4M | 33,233 | $5.9M | 34,349 | -1,116-3.25% | Reduce |
| PPGIM AAAPAAA |
| 0.65% | 0.6% | $6.1M | 119,365 | $5.3M | 103,050 | +16,315+15.83% | Add |
 AMPHENOL CORPAPH |
| 0.65% | 0.27% | $6.1M | 34,484 | $2.3M | 18,398 | +16,086+87.43% | Add |
| IISHARES COREIJH |
| 0.64% | 0.61% | $6.0M | 77,905 | $5.4M | 79,830 | -1,925-2.41% | Reduce |
 CHUBB LIMITEDCB |
| 0.6% | 0.64% | $5.7M | 16,719 | $5.7M | 17,341 | -622-3.59% | Reduce |
