| GOOGL Alphabet Inc. Class A | 6.91% | 797,098 | $284.9M | Reduce -45.0% |
| MSFT Microsoft Corp. | 6.67% | 737,144 | $275.0M | Reduce -37.0% |
| AMZN Amazon.com Inc. | 6.09% | 1,054,136 | $251.2M | Reduce -13.6% |
| AAPL Apple Inc. | 6.04% | 860,969 | $249.1M | Reduce -46.0% |
| NVDA Nvidia Corp. | 5.81% | 1,197,487 | $239.6M | Reduce -26.6% |
| KLAC KLA Corp. | 5.78% | 790,391 | $238.5M | Reduce -52.3% |
| SYK Stryker Corp. | 4.50% | 589,670 | $185.7M | Reduce -15.3% |
| SHW The Sherwin-Williams Co. | 4.50% | 539,035 | $185.6M | Reduce -13.9% |
| LLY Eli Lilly & Co. | 4.47% | 153,735 | $184.4M | Reduce -33.4% |
| MA Mastercard Inc. Class A | 4.33% | 347,714 | $178.6M | Reduce -29.2% |
| MRSH Marsh & McLennan Cos | 3.98% | 984,904 | $164.2M | Reduce -14.4% |
| AVGO Broadcom Inc. | 3.59% | 392,082 | $148.1M | Reduce -12.0% |
| WM Waste Management Inc. | 3.41% | 631,052 | $140.6M | Reduce -3.1% |
| PG The Procter & Gamble Co. | 3.06% | 860,442 | $126.2M | Reduce -13.7% |
| CDNS Cadence Design SYS Inc. | 2.81% | 308,555 | $115.8M | Reduce -39.0% |
| MSI Motorola Solutions Inc. | 2.81% | 278,721 | $115.8M | Add +64.5% |
| APH Amphenol Corp. Class A | 2.63% | 614,660 | $108.4M | Add +172.7% |
| ABT Abbott Laboratories | 1.95% | 885,262 | $80.3M | Reduce -40.4% |
| VEEV Veeva Systems Inc. Class A | 1.93% | 449,489 | $79.8M | Reduce -20.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.85% | 503,180 | $76.2M | Add +2072.6% |
| VRSK Verisk Analytics Inc. | 1.65% | 379,127 | $68.1M | Reduce -21.3% |
| META Meta Platforms Inc. Class A | 1.49% | 109,456 | $61.7M | Reduce -67.9% |
| MCD McDonald's Corp. | 1.48% | 225,570 | $61.0M | Reduce -18.4% |
| EFX Equifax Inc. | 1.43% | 370,551 | $58.8M | Reduce -52.7% |
| CTAS Cintas Corp. | 1.38% | 333,630 | $56.7M | New |
| IDXX Idexx Laboratories Inc. | 1.35% | 105,709 | $55.6M | Add +2861.0% |
| BR Broadridge Financial Solutio | 1.26% | 380,126 | $52.1M | Reduce -55.6% |
| CPRT Copart Inc. | 0.85% | 1,243,675 | $35.1M | Reduce -22.4% |
| ADP Automatic Data Processing | 0.45% | 82,492 | $18.5M | Reduce -21.4% |
| ORCL Oracle Corp. | 0.42% | 118,394 | $17.4M | Reduce -2.0% |
| ECL Ecolab Inc. | 0.39% | 58,436 | $16.3M | Reduce -0.7% |
| JGRW Jensen Quality Growth ETF | 0.36% | 544,862 | $14.8M | Reduce -5.2% |
| WAT Waters Corp. | 0.35% | 38,566 | $14.5M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.26% | 79,927 | $10.8M | Reduce -1.7% |
| CL Colgate-Palmolive Co. | 0.26% | 115,229 | $10.6M | Reduce -2.9% |
| EMR Emerson Electric Co. | 0.26% | 73,691 | $10.5M | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.22% | 111,668 | $9.1M | Add +0.0% |
| AON Aon PLC Class A | 0.21% | 25,789 | $8.6M | Add +0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 15,884 | $7.6M | Reduce -3.3% |
| ADBE Adobe Inc. | 0.17% | 33,545 | $6.9M | Reduce -0.8% |
| ACN Accenture PLC Class A | 0.16% | 52,235 | $6.5M | Reduce -10.4% |
| CCK Crown Holdings Inc. | 0.14% | 52,583 | $5.9M | Reduce -7.6% |
| CLX Clorox Company | 0.11% | 47,805 | $4.6M | Add +3.5% |
| LH Labcorp Holdings Inc. | 0.11% | 16,050 | $4.5M | Reduce -13.2% |
| MMM 3M Co. | 0.11% | 27,618 | $4.5M | Reduce -0.0% |
| CTSH Cognizant Tech Solutions-A | 0.10% | 103,867 | $4.0M | Reduce -2.4% |
| EHC Encompass Health Corp. | 0.10% | 39,260 | $4.0M | Reduce -22.5% |
| GWW WW Grainger Inc. | 0.09% | 2,732 | $3.7M | Reduce -13.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.09% | 31,950 | $3.6M | No change |
| ROST Ross Stores Inc. | 0.09% | 16,872 | $3.6M | Reduce -23.4% |
| MSCI MSCI Inc. | 0.09% | 6,410 | $3.6M | Reduce -17.3% |
| KR Kroger Co. | 0.08% | 62,390 | $3.5M | Reduce -5.8% |
| RTX RTX Corp. | 0.08% | 17,586 | $3.3M | Reduce -0.1% |
| KEYS Keysight Technologies Inc. | 0.08% | 9,127 | $3.2M | Reduce -46.2% |
| LEVI Levi Strauss & Co. Class A | 0.08% | 128,120 | $3.2M | Reduce -8.1% |
| FFIV F5 Inc. | 0.08% | 7,470 | $3.1M | Reduce -43.9% |
| CHD Church & Dwight Co. Inc. | 0.07% | 31,740 | $3.1M | Reduce -8.1% |
| NKE Nike Inc. Class B | 0.07% | 71,344 | $2.9M | Reduce -4.8% |
| TSCO Tractor Supply Company | 0.07% | 89,840 | $2.8M | Reduce -8.1% |
| ABBV Abbvie Inc. | 0.07% | 11,064 | $2.8M | Reduce -0.7% |
| GNTX Gentex Corp. | 0.07% | 108,470 | $2.7M | Reduce -18.8% |
| JNJ Johnson & Johnson | 0.05% | 8,797 | $2.2M | Reduce -9.9% |
| URI United Rentals Inc. | 0.05% | 1,902 | $2.2M | Reduce -12.4% |
| TTC Toro Co. | 0.05% | 21,423 | $2.1M | Reduce -8.1% |
| G Genpact Ltd. | 0.05% | 73,655 | $2.0M | Reduce -20.8% |
| INTU Intuit Inc. | 0.05% | 7,526 | $2.0M | Reduce -92.7% |
| APD Air Products & Chemicals Inc. | 0.04% | 5,491 | $1.6M | Reduce -28.6% |
| OMC Omnicom Group | 0.04% | 22,054 | $1.6M | No change |
| NDSN Nordson Corp. | 0.03% | 4,360 | $1.3M | Reduce -37.6% |
| DCI Donaldson Co. Inc. | 0.03% | 13,490 | $1.2M | Reduce -41.9% |
| DOX Amdocs Ltd. | 0.03% | 21,660 | $1.1M | Add +21.6% |
| RACE Ferrari NV | 0.02% | 2,682 | $998K | No change |
| FICO Fair Isaac Corp. | 0.02% | 740 | $884K | Reduce -40.8% |
| BAH Booz Allen Hamilton Holdings | 0.02% | 12,730 | $772K | Reduce -8.1% |
| LIN Linde PLC | 0.02% | 1,290 | $669K | No change |
| MANH Manhattan Associates Inc. | 0.01% | 4,060 | $565K | Reduce -8.1% |
| CPB The Campbell's Company | 0.01% | 21,735 | $484K | Reduce -30.8% |
| GIS General Mills Inc. | 0.01% | 12,546 | $437K | Reduce -29.7% |
| TXN Texas Instruments Inc. | 0.01% | 1,247 | $372K | Reduce -10.9% |
| UNH Unitedhealth Group Inc. | 0.01% | 859 | $357K | Reduce -42.4% |
| GPC Genuine Parts Co. | 0.01% | 2,674 | $315K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 2,040 | $309K | Reduce -4.7% |
| HD Home Depot Inc. | 0.01% | 797 | $281K | Reduce -45.5% |