| MSFT Microsoft Corp. | 10.10% | 1,326,840 | $641.7M | Reduce -12.7% |
| AAPL Apple Inc. | 8.46% | 1,978,272 | $537.8M | Reduce -14.1% |
| GOOGL Alphabet Inc. Class A | 7.55% | 1,532,213 | $479.6M | Reduce -14.5% |
| NVDA Nvidia Corp. | 6.61% | 2,253,736 | $420.3M | Add +4.3% |
| MA Mastercard Inc. Class A | 4.34% | 482,740 | $275.6M | Reduce -17.0% |
| LLY Eli Lilly & Co. | 4.22% | 249,827 | $268.5M | Reduce -46.1% |
| AMZN Amazon.com Inc. | 4.12% | 1,133,670 | $261.7M | New |
| SYK Stryker Corp. | 4.05% | 731,545 | $257.1M | Reduce -40.0% |
| META Meta Platforms Inc. Class A | 3.80% | 366,040 | $241.6M | Reduce -8.5% |
| ABT Abbott Laboratories | 3.69% | 1,873,063 | $234.7M | Reduce -22.3% |
| KLAC KLA Corp. | 3.62% | 189,514 | $230.3M | Reduce -27.8% |
| WM Waste Management Inc. | 3.46% | 1,000,459 | $219.8M | Reduce -7.9% |
| MRSH Marsh & McLennan Cos | 3.17% | 1,084,317 | $201.2M | Reduce -54.9% |
| SHW The Sherwin-Williams Co. | 3.15% | 618,261 | $200.3M | Reduce -6.8% |
| PG The Procter & Gamble Co. | 2.89% | 1,282,207 | $183.8M | Reduce -11.1% |
| INTU Intuit Inc. | 2.85% | 272,978 | $180.8M | Reduce -49.2% |
| EFX Equifax Inc. | 2.81% | 824,439 | $178.9M | Reduce -19.4% |
| BR Broadridge Financial Solutio | 2.70% | 769,449 | $171.7M | Reduce -30.0% |
| CDNS Cadence Design SYS Inc. | 2.60% | 529,665 | $165.6M | Reduce -14.6% |
| ADP Automatic Data Processing | 2.56% | 633,763 | $163.0M | Reduce -31.4% |
| MCD McDonald's Corp. | 2.13% | 443,278 | $135.5M | Reduce -11.5% |
| VRSK Verisk Analytics Inc. | 1.57% | 445,596 | $99.7M | Add +4.9% |
| CPRT Copart Inc. | 1.34% | 2,168,517 | $84.9M | Reduce -58.8% |
| VEEV Veeva Systems Inc. Class A | 1.08% | 308,753 | $68.9M | Reduce -25.3% |
| MSI Motorola Solutions Inc. | 1.06% | 175,236 | $67.2M | New |
| AVGO Broadcom Inc. | 0.97% | 178,441 | $61.8M | New |
| APH Amphenol Corp. Class A | 0.49% | 230,488 | $31.1M | Reduce -73.5% |
| ORCL Oracle Corp. | 0.38% | 124,373 | $24.2M | Reduce -12.7% |
| ACN Accenture PLC Class A | 0.28% | 66,424 | $17.8M | Reduce -78.8% |
| ECL Ecolab Inc. | 0.25% | 59,960 | $15.7M | Reduce -10.5% |
| WAT Waters Corp. | 0.23% | 38,736 | $14.7M | Reduce -11.8% |
| JGRW Jensen Quality Growth ETF | 0.22% | 517,847 | $14.0M | New |
| ADBE Adobe Inc. | 0.19% | 34,597 | $12.1M | Reduce -21.4% |
| PEP Pepsico Inc. | 0.19% | 82,002 | $11.8M | Reduce -11.3% |
| EMR Emerson Electric Co. | 0.16% | 74,900 | $9.9M | Reduce -18.5% |
| CL Colgate-Palmolive Co. | 0.15% | 118,934 | $9.4M | Reduce -4.7% |
| CTSH Cognizant Tech Solutions-A | 0.14% | 107,726 | $8.9M | Reduce -12.9% |
| KO The Coca-Cola Co. | 0.12% | 111,652 | $7.8M | Reduce -10.3% |
| CLX Clorox Company | 0.11% | 68,465 | $6.9M | Reduce -6.8% |
| CCK Crown Holdings Inc. | 0.09% | 56,903 | $5.9M | Add +15.6% |
| LH Labcorp Holdings Inc. | 0.09% | 22,820 | $5.7M | Reduce -9.2% |
| MSCI MSCI Inc. | 0.09% | 9,850 | $5.7M | Reduce -10.9% |
| KEYS Keysight Technologies Inc. | 0.09% | 27,730 | $5.6M | Reduce -21.7% |
| G Genpact Ltd. | 0.09% | 116,625 | $5.5M | No change |
| EHC Encompass Health Corp. | 0.08% | 50,660 | $5.4M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 17,120 | $5.2M | Reduce -10.5% |
| KR Kroger Co. | 0.08% | 80,240 | $5.0M | No change |
| NKE Nike Inc. Class B | 0.08% | 76,785 | $4.9M | Reduce -8.8% |
| TSCO Tractor Supply Company | 0.08% | 97,780 | $4.9M | No change |
| ROST Ross Stores Inc. | 0.08% | 26,944 | $4.9M | Reduce -29.9% |
| MMM 3M Co. | 0.07% | 27,829 | $4.5M | Reduce -0.1% |
| AON Aon PLC Class A | 0.06% | 10,603 | $3.7M | Add +5.0% |
| FFIV F5 Inc. | 0.06% | 14,100 | $3.6M | Reduce -2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 23,159 | $3.6M | Reduce -0.2% |
| DCI Donaldson Co. Inc. | 0.06% | 40,070 | $3.6M | Reduce -36.5% |
| FDS Factset Research Systems Inc. | 0.05% | 11,810 | $3.4M | No change |
| TTC Toro Co. | 0.05% | 43,470 | $3.4M | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.05% | 31,950 | $3.3M | No change |
| RTX RTX Corp. | 0.05% | 17,607 | $3.2M | Reduce -0.1% |
| GWW WW Grainger Inc. | 0.05% | 3,140 | $3.2M | Add +36.5% |
| GNTX Gentex Corp. | 0.05% | 133,540 | $3.1M | No change |
| NDSN Nordson Corp. | 0.05% | 12,050 | $2.9M | No change |
| CHD Church & Dwight Co. Inc. | 0.05% | 34,550 | $2.9M | No change |
| OMC Omnicom Group | 0.04% | 34,054 | $2.7M | Reduce -55.0% |
| ABBV Abbvie Inc. | 0.04% | 11,144 | $2.5M | Reduce -38.5% |
| LEVI Levi Strauss & Co. Class A | 0.04% | 118,640 | $2.5M | Reduce -13.6% |
| IDXX Idexx Laboratories Inc. | 0.04% | 3,571 | $2.4M | Reduce -19.4% |
| APD Air Products & Chemicals Inc. | 0.04% | 9,035 | $2.2M | Add +0.0% |
| JNJ Johnson & Johnson | 0.03% | 10,266 | $2.1M | Reduce -64.6% |
| FICO Fair Isaac Corp. | 0.03% | 1,250 | $2.1M | Reduce -22.8% |
| HOLX Hologic Inc. | 0.03% | 28,000 | $2.1M | Reduce -54.1% |
| URI United Rentals Inc. | 0.03% | 2,151 | $1.7M | Reduce -27.8% |
| TXN Texas Instruments Inc. | 0.03% | 9,665 | $1.7M | Reduce -4.3% |
| BBY Best Buy Co. Inc. | 0.03% | 24,735 | $1.7M | Reduce -9.7% |
| BAH Booz Allen Hamilton Holdings | 0.02% | 16,450 | $1.4M | Reduce -55.4% |
| UNH Unitedhealth Group Inc. | 0.02% | 3,941 | $1.3M | Reduce -9.9% |
| ON On Semiconductor | 0.02% | 21,406 | $1.2M | Reduce -48.4% |
| BAJAJ FINANCE LTD | 0.02% | 95,800 | $1.1M | New |
| RACE Ferrari NV | 0.02% | 2,600 | $961K | New |
| CPB The Campbell's Company | 0.01% | 31,418 | $876K | Reduce -60.7% |
| HD Home Depot Inc. | 0.01% | 2,495 | $859K | Reduce -67.0% |
| GIS General Mills Inc. | 0.01% | 17,845 | $830K | Reduce -83.8% |
| LULU Lululemon Athletica Inc. | 0.01% | 3,920 | $815K | Reduce -52.3% |
| LSTR Landstar System Inc. | 0.01% | 5,350 | $769K | Reduce -14.4% |
| MANH Manhattan Associates Inc. | 0.01% | 4,420 | $766K | Reduce -14.2% |
| DOX Amdocs Ltd. | 0.01% | 9,250 | $745K | New |
| LIN Linde PLC | 0.01% | 1,290 | $550K | Reduce -6.5% |
| BDX Becton Dickinson and Co. | 0.01% | 2,486 | $482K | No change |
| GPC Genuine Parts Co. | 0.01% | 2,674 | $329K | No change |