| JNJ Johnson & Johnson | 6.88% | 51,922 | $9.6M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 6.55% | 108,148 | $9.2M | Reduce -0.5% |
| NYT New York Times Co. Class A | 6.45% | 157,167 | $9.0M | Reduce -1.2% |
| MMM 3M Co. | 6.26% | 56,400 | $8.8M | Reduce -0.8% |
| FAST Fastenal Co. | 6.02% | 171,682 | $8.4M | Reduce -13.7% |
| SYY Sysco Corp. | 5.71% | 97,021 | $8.0M | Reduce -1.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 5.70% | 73,410 | $8.0M | Reduce -2.2% |
| UPS United Parcel Service Class B | 5.21% | 87,172 | $7.3M | Add +39.5% |
| PEP Pepsico Inc. | 4.51% | 44,915 | $6.3M | Reduce -4.0% |
| NDSN Nordson Corp. | 3.61% | 22,222 | $5.0M | Reduce -0.8% |
| CBSH Commerce Bancshares Inc. | 3.60% | 84,300 | $5.0M | Reduce -1.1% |
| RPM RPM International Inc. | 3.36% | 39,830 | $4.7M | Reduce -1.3% |
| KMB Kimberly-Clark Corp. | 3.04% | 33,831 | $4.2M | Reduce -0.6% |
| IWF iShares Russell 1000 Growth | 3.03% | 9,035 | $4.2M | Reduce -0.7% |
| APD Air Products & Chemicals Inc. | 2.73% | 14,023 | $3.8M | Reduce -0.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 2.39% | 96,458 | $3.3M | Add +0.5% |
| SYK Stryker Corp. | 2.34% | 8,835 | $3.3M | Add +0.0% |
| GPC Genuine Parts Co. | 1.80% | 18,080 | $2.5M | Reduce -27.1% |
| AAPL Apple Inc. | 1.73% | 9,525 | $2.4M | Reduce -0.6% |
| CVX Chevron Corp. | 1.71% | 15,362 | $2.4M | Reduce -1.1% |
| ABT Abbott Laboratories | 1.47% | 15,381 | $2.1M | No change |
| XOM Exxon Mobil Corp. | 1.25% | 15,496 | $1.7M | Reduce -0.7% |
| ITW Illinois Tool Works | 1.14% | 6,074 | $1.6M | Reduce -0.8% |
| EMR Emerson Electric Co. | 1.13% | 12,095 | $1.6M | Add +0.0% |
| MSFT Microsoft Corp. | 1.13% | 3,052 | $1.6M | No change |
| KO The Coca-Cola Co. | 1.06% | 22,260 | $1.5M | Add +0.0% |
| HSY The Hershey Co. | 1.05% | 7,870 | $1.5M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.89% | 8,135 | $1.2M | No change |
| JPM JPMorgan Chase & Co. | 0.88% | 3,896 | $1.2M | Add +5.6% |
| K Kellanova | 0.81% | 13,762 | $1.1M | Reduce -6.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.67% | 990 | $943K | No change |
| ADP Automatic Data Processing | 0.61% | 2,874 | $848K | No change |
| ECL Ecolab Inc. | 0.55% | 2,821 | $774K | New |
| MDT Medtronic PLC | 0.43% | 6,327 | $607K | No change |
| INTC Intel Corp. | 0.42% | 17,653 | $592K | Reduce -3.8% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 1,730 | $520K | No change |
| IDXX Idexx Laboratories Inc. | 0.34% | 754 | $482K | No change |
| GOOG Alphabet Inc. Class C | 0.34% | 1,942 | $473K | No change |
| SBUX Starbucks Corp. | 0.34% | 5,558 | $470K | No change |
| CAC Camden National Corp. | 0.28% | 10,150 | $392K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 607 | $305K | No change |
| CAT Caterpillar Inc. | 0.22% | 639 | $305K | No change |
| PH Parker Hannifin Corp. | 0.21% | 382 | $290K | No change |
| APP AppLovin Corp. Class A | 0.21% | 401 | $288K | New |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,121 | $273K | New |
| CI The Cigna Group | 0.19% | 930 | $268K | No change |
| NVDA Nvidia Corp. | 0.19% | 1,390 | $259K | No change |
| VZ Verizon Communications Inc. | 0.16% | 5,225 | $230K | No change |
| URI United Rentals Inc. | 0.16% | 240 | $229K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 767 | $216K | No change |
| BA The Boeing Co. | 0.15% | 1,002 | $216K | No change |
| VST Vistra Corp. | 0.14% | 1,033 | $202K | No change |