| MSFT Microsoft Corp. | 8.54% | 1,171,009 | $433.5M | Reduce -11.7% |
| GOOGL Alphabet Inc. Class A | 8.21% | 1,449,021 | $416.7M | Reduce -5.4% |
| AAPL Apple Inc. | 7.98% | 1,595,941 | $405.0M | Reduce -19.3% |
| NVDA Nvidia Corp. | 5.61% | 1,632,015 | $284.6M | Reduce -27.6% |
| AMZN Amazon.com Inc. | 5.01% | 1,219,422 | $254.0M | Add +7.6% |
| MA Mastercard Inc. Class A | 4.84% | 490,929 | $245.3M | Add +1.7% |
| KLAC KLA Corp. | 4.81% | 165,632 | $243.9M | Reduce -12.6% |
| SYK Stryker Corp. | 4.51% | 696,367 | $228.8M | Reduce -4.8% |
| LLY Eli Lilly & Co. | 4.18% | 230,671 | $212.2M | Reduce -7.7% |
| SHW The Sherwin-Williams Co. | 3.96% | 626,286 | $200.8M | Add +1.3% |
| MRSH Marsh & McLennan Cos | 3.94% | 1,151,204 | $199.7M | Add +6.2% |
| META Meta Platforms Inc. Class A | 3.85% | 341,147 | $195.2M | Reduce -6.8% |
| ABT Abbott Laboratories | 3.01% | 1,486,036 | $152.6M | Reduce -20.7% |
| WM Waste Management Inc. | 2.95% | 651,328 | $149.7M | Reduce -34.9% |
| PG The Procter & Gamble Co. | 2.84% | 997,406 | $144.1M | Reduce -22.2% |
| EFX Equifax Inc. | 2.78% | 783,100 | $141.0M | Reduce -5.0% |
| CDNS Cadence Design SYS Inc. | 2.77% | 505,861 | $140.6M | Reduce -4.5% |
| BR Broadridge Financial Solutio | 2.74% | 855,784 | $139.0M | Add +11.2% |
| AVGO Broadcom Inc. | 2.72% | 445,649 | $137.9M | Add +149.8% |
| VEEV Veeva Systems Inc. Class A | 1.96% | 566,467 | $99.5M | Add +83.5% |
| VRSK Verisk Analytics Inc. | 1.80% | 481,494 | $91.4M | Add +8.1% |
| MCD McDonald's Corp. | 1.69% | 276,262 | $85.9M | Reduce -37.7% |
| MSI Motorola Solutions Inc. | 1.45% | 169,491 | $73.6M | Reduce -3.3% |
| CPRT Copart Inc. | 1.05% | 1,603,423 | $53.2M | Reduce -26.1% |
| INTU Intuit Inc. | 0.88% | 103,535 | $44.8M | Reduce -62.1% |
| APH Amphenol Corp. Class A | 0.56% | 225,363 | $28.5M | Reduce -2.2% |
| ADP Automatic Data Processing | 0.42% | 104,897 | $21.3M | Reduce -83.5% |
| ORCL Oracle Corp. | 0.35% | 120,790 | $17.8M | Reduce -2.9% |
| ECL Ecolab Inc. | 0.31% | 58,860 | $15.7M | Reduce -1.8% |
| JGRW Jensen Quality Growth ETF | 0.28% | 574,732 | $14.0M | Add +11.0% |
| PEP Pepsico Inc. | 0.25% | 81,335 | $12.6M | Reduce -0.8% |
| ACN Accenture PLC Class A | 0.23% | 58,324 | $11.6M | Reduce -12.2% |
| WAT Waters Corp. | 0.23% | 38,766 | $11.5M | Add +0.1% |
| CL Colgate-Palmolive Co. | 0.20% | 118,640 | $10.1M | Reduce -0.3% |
| EMR Emerson Electric Co. | 0.19% | 74,490 | $9.8M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.17% | 111,651 | $8.5M | Reduce 0.0% |
| AON Aon PLC Class A | 0.16% | 25,569 | $8.3M | Add +141.2% |
| ADBE Adobe Inc. | 0.16% | 33,832 | $8.2M | Reduce -2.2% |
| CTSH Cognizant Tech Solutions-A | 0.13% | 106,417 | $6.5M | Reduce -1.2% |
| CCK Crown Holdings Inc. | 0.11% | 56,903 | $5.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 16,427 | $5.6M | Reduce -4.0% |
| LH Labcorp Holdings Inc. | 0.10% | 18,480 | $4.9M | Reduce -19.0% |
| EHC Encompass Health Corp. | 0.10% | 50,660 | $4.9M | No change |
| KR Kroger Co. | 0.09% | 66,270 | $4.8M | Reduce -17.4% |
| KEYS Keysight Technologies Inc. | 0.09% | 16,962 | $4.8M | Reduce -38.8% |
| CLX Clorox Company | 0.09% | 46,165 | $4.8M | Reduce -32.6% |
| ROST Ross Stores Inc. | 0.09% | 22,024 | $4.8M | Reduce -18.3% |
| TSCO Tractor Supply Company | 0.09% | 97,780 | $4.4M | No change |
| MSCI MSCI Inc. | 0.08% | 7,750 | $4.2M | Reduce -21.3% |
| MMM 3M Co. | 0.08% | 27,629 | $4.0M | Reduce -0.7% |
| NKE Nike Inc. Class B | 0.08% | 74,924 | $4.0M | Reduce -2.4% |
| FFIV F5 Inc. | 0.08% | 13,320 | $3.9M | Reduce -5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 23,160 | $3.7M | Add +0.0% |
| G Genpact Ltd. | 0.07% | 92,985 | $3.5M | Reduce -20.3% |
| GWW WW Grainger Inc. | 0.07% | 3,140 | $3.4M | No change |
| RTX RTX Corp. | 0.07% | 17,607 | $3.4M | No change |
| CHD Church & Dwight Co. Inc. | 0.06% | 34,550 | $3.2M | No change |
| GNTX Gentex Corp. | 0.06% | 133,540 | $2.9M | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 31,950 | $2.9M | No change |
| LEVI Levi Strauss & Co. Class A | 0.05% | 139,440 | $2.6M | Add +17.5% |
| ABBV Abbvie Inc. | 0.05% | 11,144 | $2.4M | No change |
| JNJ Johnson & Johnson | 0.05% | 9,767 | $2.4M | Reduce -4.9% |
| APD Air Products & Chemicals Inc. | 0.04% | 7,695 | $2.2M | Reduce -14.8% |
| TTC Toro Co. | 0.04% | 23,313 | $2.2M | Reduce -46.4% |
| IDXX Idexx Laboratories Inc. | 0.04% | 3,570 | $2.0M | Reduce -0.0% |
| DCI Donaldson Co. Inc. | 0.04% | 23,230 | $2.0M | Reduce -42.0% |
| NDSN Nordson Corp. | 0.04% | 6,990 | $1.9M | Reduce -42.0% |
| OMC Omnicom Group | 0.03% | 22,054 | $1.7M | Reduce -35.2% |
| BBY Best Buy Co. Inc. | 0.03% | 24,735 | $1.6M | No change |
| URI United Rentals Inc. | 0.03% | 2,171 | $1.6M | Add +0.9% |
| FICO Fair Isaac Corp. | 0.03% | 1,250 | $1.3M | No change |
| DOX Amdocs Ltd. | 0.02% | 17,820 | $1.2M | Add +92.7% |
| BAH Booz Allen Hamilton Holdings | 0.02% | 13,850 | $1.1M | Reduce -15.8% |
| RACE Ferrari NV | 0.02% | 2,682 | $908K | Add +3.1% |
| BAJAJ FINANCE LTD | 0.02% | 95,800 | $820K | No change |
| CPB The Campbell's Company | 0.01% | 31,418 | $700K | No change |
| GIS General Mills Inc. | 0.01% | 17,845 | $664K | No change |
| LIN Linde PLC | 0.01% | 1,290 | $640K | No change |
| MANH Manhattan Associates Inc. | 0.01% | 4,420 | $588K | No change |
| HD Home Depot Inc. | 0.01% | 1,462 | $481K | Reduce -41.4% |
| UNH Unitedhealth Group Inc. | 0.01% | 1,491 | $403K | Reduce -62.2% |
| BDX Becton Dickinson and Co. | 0.01% | 2,140 | $336K | Reduce -13.9% |
| GPC Genuine Parts Co. | 0.01% | 2,674 | $283K | No change |
| TXN Texas Instruments Inc. | 0.01% | 1,399 | $272K | Reduce -85.5% |