| MSFT Microsoft Corp. | 24.21% | 665,373 | $249.8M | Reduce -1.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 22.44% | 290 | $231.5M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 19.44% | 376,570 | $200.6M | Reduce -0.5% |
| MCO Moody's Corp. | 6.80% | 150,569 | $70.1M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 6.17% | 373,664 | $63.7M | Reduce -0.6% |
| JNJ Johnson & Johnson | 5.56% | 346,112 | $57.4M | Reduce -1.3% |
| APD Air Products & Chemicals Inc. | 1.82% | 63,788 | $18.8M | Add +1.3% |
| UNP Union Pacific Corp. | 1.50% | 65,572 | $15.5M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.50% | 98,751 | $15.4M | Reduce -1.5% |
| AAPL Apple Inc. | 1.36% | 63,094 | $14.0M | Reduce -1.2% |
| MDT Medtronic PLC | 1.05% | 120,580 | $10.8M | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.98% | 141,664 | $10.1M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.76% | 14,247 | $7.8M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 0.54% | 35,715 | $5.5M | Reduce -0.7% |
| WAT Waters Corp. | 0.47% | 13,109 | $4.8M | Add +8.8% |
| ADP Automatic Data Processing | 0.44% | 14,790 | $4.5M | Reduce -1.0% |
| HD Home Depot Inc. | 0.39% | 10,980 | $4.0M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.36% | 17,811 | $3.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 5,456 | $3.1M | Reduce -8.4% |
| ABT Abbott Laboratories | 0.29% | 22,663 | $3.0M | No change |
| FAST Fastenal Co. | 0.27% | 36,492 | $2.8M | Add +0.3% |
| PEP Pepsico Inc. | 0.25% | 17,120 | $2.6M | Reduce -0.6% |
| V Visa Inc. Class A | 0.24% | 7,005 | $2.5M | No change |
| GE General Electric filed as GE AEROSPACE | 0.23% | 12,043 | $2.4M | No change |
| AMZN Amazon.com Inc. | 0.22% | 12,065 | $2.3M | Reduce -1.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 3,333 | $2.2M | Add +26.0% |
| J Jacobs Solutions Inc. | 0.20% | 17,081 | $2.1M | No change |
| MMM 3M Co. | 0.17% | 11,593 | $1.7M | No change |
| NVDA Nvidia Corp. | 0.16% | 15,330 | $1.7M | Add +0.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.16% | 19,953 | $1.6M | Reduce -9.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 4,449 | $1.2M | Add +27.1% |
| XOM Exxon Mobil Corp. | 0.10% | 8,755 | $1.0M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 0.10% | 1,076 | $1.0M | Add +4.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 8,012 | $976K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 9,179 | $906K | No change |
| GEV GE Vernova Inc. | 0.09% | 2,898 | $885K | No change |
| RBA RB Global Inc. | 0.08% | 8,305 | $833K | No change |
| SCHW Schwab (charles) Corp. | 0.08% | 10,591 | $829K | No change |
| ADSK Autodesk Inc. | 0.07% | 2,875 | $753K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 9,024 | $627K | Reduce -5.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 2,248 | $581K | New |
| EXPD Expeditors Intl Wash Inc. | 0.06% | 4,739 | $570K | Reduce -3.5% |
| WMT Walmart Inc. | 0.05% | 6,364 | $559K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 2,238 | $557K | No change |
| EMR Emerson Electric Co. | 0.05% | 4,259 | $467K | No change |
| SHW The Sherwin-Williams Co. | 0.04% | 1,200 | $419K | No change |
| PFE Pfizer Inc. | 0.04% | 15,894 | $403K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 1,745 | $387K | New |
| RTX RTX Corp. | 0.03% | 2,628 | $348K | No change |
| AMTM Amentum Holdings Inc. | 0.03% | 17,081 | $311K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 512 | $288K | No change |
| BHC Bausch Health Cos Inc. | 0.03% | 44,215 | $286K | No change |
| CDNA Caredx Inc. | 0.03% | 16,036 | $285K | No change |
| GEHC GE Healthcare Technology | 0.03% | 3,489 | $282K | No change |
| CVX Chevron Corp. | 0.03% | 1,578 | $264K | No change |
| SOLV Solventum Corp. | 0.02% | 3,175 | $241K | No change |
| GLW Corning Inc. | 0.02% | 4,450 | $204K | No change |
| NXDR Nextdoor Holdings Inc. | 0.00% | 10,209 | $16K | No change |