| OOREILLY AUTOMOTIVE COMORLY |
| 10.29% | 13.98% | $2,792.8万 | 30.3万股 | $2,799.4万 | 30.3万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 6.32% | 6.99% | $1,715.4万 | 4.9万股 | $1,399.9万 | 4.9万股 | -250股-0.51% | 减仓 |
 谷歌AGOOGL |
| 6.11% | — | $1,658.4万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 史赛克SYK |
| 4.98% | 7.05% | $1,350.9万 | 4.3万股 | $1,411.5万 | 4.3万股 | -50股-0.12% | 减仓 |
 ADPADP |
| 4.41% | 5.42% | $1,196.1万 | 5.3万股 | $1,085.6万 | 5.3万股 | -20股-0.04% | 减仓 |
| FFASTENAL COMFAST |
| 4.39% | 5.75% | $1,191.1万 | 24.8万股 | $1,150.7万 | 24.8万股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 3.85% | 5.02% | $1,043.4万 | 3.9万股 | $1,004.9万 | 3.9万股 | -30股-0.08% | 减仓 |
 甲骨文ORCL |
| 3.54% | — | $961.2万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 苹果AAPL |
| 3.1% | 3.69% | $842.0万 | 2.9万股 | $738.5万 | 2.9万股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 2.58% | 3.07% | $700.7万 | 6.9万股 | $614.3万 | 6.9万股 | 00.00% | 持仓不变 |
| RRB GLOBALRBA |
| 2.5% | — | $677.0万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.3% | — | $624.6万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 ExpediaEXPE |
| 2.21% | 2.64% | $601.0万 | 3.7万股 | $529.3万 | 3.7万股 | -80股-0.22% | 减仓 |
 IDEXX LABS COMIDXX |
| 2.19% | 3.17% | $595.2万 | 1.1万股 | $635.3万 | 1.1万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 1.97% | 2.03% | $535.3万 | 1.4万股 | $406.5万 | 1.4万股 | 00.00% | 持仓不变 |
 AFFILIATED MANAGERSAMG |
| 1.93% | 2.15% | $523.9万 | 1.5万股 | $431.1万 | 1.6万股 | -100股-0.64% | 减仓 |
 AFLAC COMAFL |
| 1.93% | 2.45% | $523.5万 | 4.5万股 | $489.9万 | 4.5万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 1.61% | 2.17% | $437.9万 | 1.5万股 | $434.6万 | 1.5万股 | -25股-0.17% | 减仓 |
 GE VernovaGEV |
| 1.55% | — | $419.4万 | 3,569股 | $0 | 0股 | +3,569股 | 新买入 |
| WWEXWEX |
| 1.45% | 2.14% | $393.7万 | 2.8万股 | $429.0万 | 2.8万股 | -130股-0.46% | 减仓 |
 百事可乐PEP |
| 1.43% | 2.22% | $387.0万 | 2.9万股 | $444.9万 | 2.9万股 | -70股-0.24% | 减仓 |
| T赛默飞世尔TMO |
| 1.42% | 1.89% | $385.6万 | 7,691股 | $379.0万 | 7,711股 | -20股-0.26% | 减仓 |
 DORMAN PRODSDORM |
| 1.42% | 1.47% | $385.5万 | 2.8万股 | $294.8万 | 2.8万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.38% | 1.81% | $375.7万 | 1.5万股 | $361.6万 | 1.5万股 | 00.00% | 持仓不变 |
| O宏盟集团OMC |
| 1.38% | 1.94% | $374.4万 | 5.1万股 | $387.9万 | 5.2万股 | -100股-0.19% | 减仓 |
 道富·CORP COMSTT |
| 1.38% | 1.39% | $373.1万 | 2.2万股 | $278.4万 | 2.2万股 | 00.00% | 持仓不变 |
| CCHEESECAKE FACTORYCAKE |
| 1.29% | 1.2% | $349.3万 | 4.4万股 | $240.5万 | 4.4万股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 1.16% | 1.74% | $315.2万 | 2.5万股 | $347.7万 | 2.5万股 | 00.00% | 持仓不变 |
 BORGWARNERBWA |
| 1.15% | 1.27% | $312.3万 | 4.7万股 | $255.2万 | 4.7万股 | 00.00% | 持仓不变 |
 LAUDER ESTEE COS CL AEL |
| 1% | 1.24% | $272.3万 | 3.4万股 | $247.5万 | 3.4万股 | 00.00% | 持仓不变 |
| BBECTON DICKINSON & COMBDX |
| 0.91% | 1.28% | $247.4万 | 1.6万股 | $257.1万 | 1.6万股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 0.87% | 1.17% | $234.7万 | 1.4万股 | $233.4万 | 1.4万股 | 00.00% | 持仓不变 |
 BroadridgeBR |
| 0.86% | — | $232.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.73% | — | $197.1万 | 2,639股 | $0 | 0股 | +2,639股 | 新买入 |
 GEN DIGITALGEN |
| 0.7% | 0.72% | $190.2万 | 7.6万股 | $143.9万 | 7.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.63% | 0.84% | $170.4万 | 4,567股 | $169.1万 | 4,567股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 0.61% | 0.8% | $166.6万 | 3,679股 | $160.5万 | 3,679股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.59% | — | $159.4万 | 6,335股 | $0 | 0股 | +6,335股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.55% | 0.72% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 富达·NATL INFORMATION SVCS COMFIS |
| 0.53% | — | $143.2万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.52% | 0.66% | $141.7万 | 1.4万股 | $132.5万 | 1.4万股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 0.5% | 0.58% | $136.7万 | 1.6万股 | $116.7万 | 1.6万股 | 00.00% | 持仓不变 |
| CCARMAXKMX |
| 0.49% | 0.52% | $132.0万 | 2.5万股 | $104.3万 | 2.5万股 | -120股-0.48% | 减仓 |
 摩根大通JPM |
| 0.47% | — | $128.7万 | 3,932股 | $0 | 0股 | +3,932股 | 新买入 |
 雅培ABT |
| 0.45% | 0.69% | $122.4万 | 1.3万股 | $139.1万 | 1.4万股 | -60股-0.44% | 减仓 |
 PHINIA COMMON STOCKPHIN |
| 0.45% | 0.51% | $122.1万 | 1.5万股 | $101.5万 | 1.5万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.45% | — | $121.0万 | 1,720股 | $0 | 0股 | +1,720股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.43% | 0.53% | $116.4万 | 2.0万股 | $105.4万 | 2.0万股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 0.42% | 0.61% | $115.0万 | 9,391股 | $122.0万 | 9,391股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.42% | 0.94% | $114.1万 | 4,370股 | $189.0万 | 4,370股 | 00.00% | 持仓不变 |
