| ORLY O'reilly Automotive Inc. | 10.72% | 23,321 | $24.6M | Reduce -1.7% |
| SYK Stryker Corp. | 6.24% | 42,125 | $14.3M | No change |
| ADP Automatic Data Processing | 5.42% | 52,189 | $12.5M | No change |
| ORCL Oracle Corp. | 4.48% | 72,890 | $10.3M | Reduce -1.4% |
| ITW Illinois Tool Works | 4.00% | 38,778 | $9.2M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 3.95% | 49,480 | $9.1M | No change |
| GOOGL Alphabet Inc. Class A | 3.87% | 48,840 | $8.9M | Add +0.2% |
| FAST Fastenal Co. | 3.16% | 115,595 | $7.3M | Reduce -3.2% |
| AAPL Apple Inc. | 3.15% | 34,351 | $7.2M | No change |
| ICE Intercontinental Exchange Inc. | 3.04% | 50,985 | $7.0M | Add +0.3% |
| KMX Carmax Inc. | 2.46% | 77,200 | $5.7M | No change |
| ACN Accenture PLC Class A | 2.37% | 17,970 | $5.5M | Reduce -1.1% |
| SBUX Starbucks Corp. | 2.26% | 66,770 | $5.2M | Reduce -0.7% |
| IDXX Idexx Laboratories Inc. | 2.22% | 10,450 | $5.1M | No change |
| WEX Wex Inc. | 2.06% | 26,699 | $4.7M | Add +0.4% |
| EXPD Expeditors Intl Wash Inc. | 2.05% | 37,700 | $4.7M | No change |
| PEP Pepsico Inc. | 2.03% | 28,300 | $4.7M | No change |
| OMC Omnicom Group | 1.97% | 50,560 | $4.5M | No change |
| RBA RB Global Inc. | 1.86% | 55,990 | $4.3M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.79% | 7,421 | $4.1M | No change |
| AFL Aflac Inc. | 1.78% | 45,700 | $4.1M | No change |
| BDX Becton Dickinson and Co. | 1.66% | 16,332 | $3.8M | No change |
| APD Air Products & Chemicals Inc. | 1.63% | 14,515 | $3.7M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.59% | 34,384 | $3.7M | No change |
| BR Broadridge Financial Solutio | 1.48% | 17,300 | $3.4M | Add +0.6% |
| INTU Intuit Inc. | 1.48% | 5,170 | $3.4M | No change |
| DORM Dorman Products Inc. | 1.11% | 27,850 | $2.5M | No change |
| FIS Fidelity National Info Serv | 1.08% | 32,920 | $2.5M | Add +1.9% |
| CTAS Cintas Corp. | 1.05% | 3,450 | $2.4M | No change |
| AMG Affiliated Managers Group | 0.99% | 14,535 | $2.3M | No change |
| GE General Electric filed as GE AEROSPACE | 0.98% | 14,105 | $2.2M | No change |
| JNJ Johnson & Johnson | 0.88% | 13,835 | $2.0M | No change |
| GEN Gen Digital Inc. | 0.82% | 75,475 | $1.9M | No change |
| CAKE The Cheesecake Factory Inc. | 0.74% | 43,100 | $1.7M | No change |
| GILD Gilead Sciences Inc. | 0.72% | 24,250 | $1.7M | No change |
| STT State Street Corp. | 0.71% | 22,001 | $1.6M | No change |
| MCO Moody's Corp. | 0.67% | 3,679 | $1.5M | No change |
| BWA Borgwarner Inc. | 0.65% | 46,030 | $1.5M | No change |
| EFX Equifax Inc. | 0.63% | 5,966 | $1.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 2,614 | $1.4M | Add +26.6% |
| MSFT Microsoft Corp. | 0.61% | 3,117 | $1.4M | No change |
| ABT Abbott Laboratories | 0.59% | 12,970 | $1.3M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.53% | 2 | $1.2M | No change |
| ADBE Adobe Inc. | 0.53% | 2,200 | $1.2M | Reduce -4.3% |
| EFA iShares MSCI Eafe ETF | 0.51% | 14,990 | $1.2M | No change |
| SYY Sysco Corp. | 0.48% | 15,560 | $1.1M | No change |
| ABBV Abbvie Inc. | 0.41% | 5,475 | $939K | No change |
| GNTX Gentex Corp. | 0.39% | 26,300 | $887K | No change |
| PG The Procter & Gamble Co. | 0.38% | 5,351 | $882K | No change |
| PYPL PayPal Holdings Inc. | 0.38% | 15,000 | $870K | No change |
| MDY State Street SPDR S&P Midcap | 0.36% | 1,555 | $832K | Add +54.7% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 18,980 | $831K | No change |
| BOOT Boot Barn Holdings Inc. | 0.35% | 6,175 | $796K | No change |
| SMG Scotts Miracle-Gro Co. | 0.33% | 11,550 | $751K | No change |
| AMGN Amgen Inc. | 0.30% | 2,200 | $687K | No change |
| J Jacobs Solutions Inc. | 0.29% | 4,825 | $674K | No change |
| TSCO Tractor Supply Company | 0.28% | 2,400 | $648K | No change |
| GEV GE Vernova Inc. | 0.26% | 3,515 | $603K | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.26% | 5,175 | $596K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.25% | 47,750 | $578K | No change |
| GEHC GE Healthcare Technology | 0.22% | 6,543 | $510K | Add +12.0% |
| PHIN Phinia Inc. | 0.22% | 12,906 | $508K | Add +10.3% |
| MDT Medtronic PLC | 0.22% | 6,400 | $504K | No change |
| WU Western Union Co. | 0.19% | 36,487 | $446K | No change |
| ECL Ecolab Inc. | 0.17% | 1,680 | $400K | No change |
| KNX Knight-Swift Transportation | 0.17% | 8,005 | $400K | No change |
| COST Costco Wholesale Corp. | 0.15% | 408 | $347K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 700 | $285K | No change |
| PFE Pfizer Inc. | 0.10% | 8,035 | $225K | No change |
| LOW Lowe's Cos Inc. | 0.09% | 950 | $209K | No change |
| DLB Dolby Laboratories Inc. Class A | 0.09% | 2,525 | $200K | No change |