| ORLY O'reilly Automotive Inc. | 10.73% | 22,190 | $26.3M | Reduce -2.3% |
| ADP Automatic Data Processing | 6.21% | 52,039 | $15.2M | Reduce -0.3% |
| SYK Stryker Corp. | 6.17% | 42,025 | $15.1M | Reduce -0.2% |
| ORCL Oracle Corp. | 4.76% | 69,978 | $11.7M | Reduce -2.7% |
| ITW Illinois Tool Works | 4.00% | 38,678 | $9.8M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 3.74% | 48,440 | $9.2M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 3.73% | 47,980 | $9.1M | Reduce -3.0% |
| FAST Fastenal Co. | 3.39% | 115,395 | $8.3M | Reduce -0.2% |
| AAPL Apple Inc. | 3.38% | 33,051 | $8.3M | Reduce -3.8% |
| ICE Intercontinental Exchange Inc. | 3.04% | 49,985 | $7.4M | Reduce -0.4% |
| KMX Carmax Inc. | 2.56% | 76,900 | $6.3M | Reduce -0.4% |
| ACN Accenture PLC Class A | 2.49% | 17,370 | $6.1M | Reduce -3.3% |
| SBUX Starbucks Corp. | 2.48% | 66,570 | $6.1M | Reduce -0.3% |
| RBA RB Global Inc. | 2.06% | 55,990 | $5.1M | No change |
| WEX Wex Inc. | 1.89% | 26,469 | $4.6M | Reduce -0.9% |
| AFL Aflac Inc. | 1.86% | 44,100 | $4.6M | No change |
| OMC Omnicom Group | 1.76% | 50,260 | $4.3M | Reduce -0.6% |
| IDXX Idexx Laboratories Inc. | 1.76% | 10,450 | $4.3M | No change |
| PEP Pepsico Inc. | 1.76% | 28,300 | $4.3M | No change |
| APD Air Products & Chemicals Inc. | 1.71% | 14,415 | $4.2M | Reduce -0.7% |
| EXPD Expeditors Intl Wash Inc. | 1.70% | 37,700 | $4.2M | No change |
| BR Broadridge Financial Solutio | 1.58% | 17,100 | $3.9M | Reduce -1.2% |
| TMO Thermo Fisher Scientific Inc. | 1.55% | 7,321 | $3.8M | Reduce -1.4% |
| BDX Becton Dickinson and Co. | 1.49% | 16,132 | $3.7M | Reduce -1.2% |
| DORM Dorman Products Inc. | 1.46% | 27,550 | $3.6M | Reduce -1.1% |
| INTU Intuit Inc. | 1.33% | 5,170 | $3.2M | No change |
| FIS Fidelity National Info Serv | 1.09% | 33,198 | $2.7M | Reduce -0.7% |
| AMG Affiliated Managers Group | 1.09% | 14,485 | $2.7M | Reduce -0.3% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.04% | 33,884 | $2.5M | Reduce -1.4% |
| CTAS Cintas Corp. | 1.03% | 13,800 | $2.5M | No change |
| GE General Electric filed as GE AEROSPACE | 0.96% | 14,105 | $2.4M | No change |
| GILD Gilead Sciences Inc. | 0.91% | 24,250 | $2.2M | No change |
| STT State Street Corp. | 0.88% | 22,001 | $2.2M | No change |
| GEN Gen Digital Inc. | 0.84% | 75,475 | $2.1M | No change |
| CAKE The Cheesecake Factory Inc. | 0.83% | 43,100 | $2.0M | No change |
| JNJ Johnson & Johnson | 0.82% | 13,835 | $2.0M | No change |
| MCO Moody's Corp. | 0.71% | 3,679 | $1.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 2,614 | $1.5M | No change |
| EFX Equifax Inc. | 0.60% | 5,816 | $1.5M | Reduce -2.5% |
| BWA Borgwarner Inc. | 0.60% | 46,030 | $1.5M | No change |
| ABT Abbott Laboratories | 0.59% | 12,770 | $1.4M | Reduce -1.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.56% | 2 | $1.4M | No change |
| MSFT Microsoft Corp. | 0.54% | 3,117 | $1.3M | No change |
| PYPL PayPal Holdings Inc. | 0.52% | 15,000 | $1.3M | No change |
| SYY Sysco Corp. | 0.49% | 15,560 | $1.2M | No change |
| GEV GE Vernova Inc. | 0.47% | 3,514 | $1.2M | No change |
| EFA iShares MSCI Eafe ETF | 0.46% | 14,990 | $1.1M | No change |
| ADBE Adobe Inc. | 0.40% | 2,200 | $978K | No change |
| ABBV Abbvie Inc. | 0.40% | 5,475 | $973K | No change |
| BOOT Boot Barn Holdings Inc. | 0.38% | 6,175 | $937K | No change |
| MDY State Street SPDR S&P Midcap | 0.37% | 1,590 | $906K | No change |
| PG The Procter & Gamble Co. | 0.37% | 5,351 | $897K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 18,980 | $836K | No change |
| GNTX Gentex Corp. | 0.31% | 26,300 | $756K | No change |
| SMG Scotts Miracle-Gro Co. | 0.31% | 11,375 | $755K | Reduce -1.5% |
| PHIN Phinia Inc. | 0.28% | 14,326 | $690K | No change |
| TSCO Tractor Supply Company | 0.26% | 12,000 | $637K | No change |
| J Jacobs Solutions Inc. | 0.25% | 4,575 | $611K | Reduce -5.2% |
| GEHC GE Healthcare Technology | 0.24% | 7,476 | $585K | No change |
| AMGN Amgen Inc. | 0.23% | 2,200 | $573K | No change |
| XOM Exxon Mobil Corp. | 0.23% | 5,175 | $557K | No change |
| MDT Medtronic PLC | 0.21% | 6,400 | $511K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.17% | 44,050 | $411K | Reduce -7.6% |
| KNX Knight-Swift Transportation | 0.16% | 7,505 | $398K | Reduce -6.3% |
| ECL Ecolab Inc. | 0.16% | 1,680 | $394K | No change |
| COST Costco Wholesale Corp. | 0.15% | 408 | $374K | No change |
| WU Western Union Co. | 0.14% | 31,568 | $335K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 700 | $317K | No change |
| LOW Lowe's Cos Inc. | 0.10% | 950 | $234K | No change |
| PFE Pfizer Inc. | 0.09% | 8,035 | $213K | No change |
| META Meta Platforms Inc. Class A | 0.08% | 355 | $208K | No change |