| ORLY O'reilly Automotive Inc. | 12.34% | 22,190 | $31.8M | No change |
| ADP Automatic Data Processing | 6.31% | 53,229 | $16.3M | Add +2.3% |
| SYK Stryker Corp. | 6.15% | 42,556 | $15.8M | Add +1.3% |
| ORCL Oracle Corp. | 3.91% | 72,028 | $10.1M | Add +2.9% |
| FAST Fastenal Co. | 3.76% | 124,995 | $9.7M | Add +8.3% |
| ITW Illinois Tool Works | 3.76% | 39,028 | $9.7M | Add +0.9% |
| ICE Intercontinental Exchange Inc. | 3.41% | 50,985 | $8.8M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 2.99% | 49,309 | $7.7M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 2.97% | 49,505 | $7.7M | Add +2.2% |
| AAPL Apple Inc. | 2.88% | 33,451 | $7.4M | Add +1.2% |
| SBUX Starbucks Corp. | 2.61% | 68,570 | $6.7M | Add +3.0% |
| KMX Carmax Inc. | 2.37% | 78,300 | $6.1M | Add +1.8% |
| RBA RB Global Inc. | 2.22% | 57,040 | $5.7M | Add +1.9% |
| ACN Accenture PLC Class A | 2.13% | 17,620 | $5.5M | Add +1.4% |
| AFL Aflac Inc. | 1.94% | 45,000 | $5.0M | Add +2.0% |
| IDXX Idexx Laboratories Inc. | 1.84% | 11,307 | $4.7M | Add +8.2% |
| EXPD Expeditors Intl Wash Inc. | 1.77% | 38,000 | $4.6M | Add +0.8% |
| WEX Wex Inc. | 1.69% | 27,784 | $4.4M | Add +5.0% |
| APD Air Products & Chemicals Inc. | 1.68% | 14,655 | $4.3M | Add +1.7% |
| PEP Pepsico Inc. | 1.65% | 28,300 | $4.2M | No change |
| OMC Omnicom Group | 1.63% | 50,810 | $4.2M | Add +1.1% |
| BR Broadridge Financial Solutio | 1.63% | 17,350 | $4.2M | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 1.47% | 7,621 | $3.8M | Add +4.1% |
| BDX Becton Dickinson and Co. | 1.45% | 16,332 | $3.7M | Add +1.2% |
| DORM Dorman Products Inc. | 1.32% | 28,250 | $3.4M | Add +2.5% |
| INTU Intuit Inc. | 1.23% | 5,170 | $3.2M | No change |
| GE General Electric filed as GE AEROSPACE | 1.12% | 14,411 | $2.9M | Add +2.2% |
| CTAS Cintas Corp. | 1.10% | 13,800 | $2.8M | No change |
| FIS Fidelity National Info Serv | 1.08% | 37,162 | $2.8M | Add +11.9% |
| GILD Gilead Sciences Inc. | 1.07% | 24,550 | $2.8M | Add +1.2% |
| AMG Affiliated Managers Group | 0.98% | 15,021 | $2.5M | Add +3.7% |
| JNJ Johnson & Johnson | 0.94% | 14,585 | $2.4M | Add +5.4% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.88% | 34,484 | $2.3M | Add +1.8% |
| WDAY Workday Inc. Class A | 0.85% | 9,391 | $2.2M | New |
| CAKE The Cheesecake Factory Inc. | 0.82% | 43,550 | $2.1M | Add +1.0% |
| GEN Gen Digital Inc. | 0.79% | 76,425 | $2.0M | Add +1.3% |
| STT State Street Corp. | 0.76% | 22,001 | $2.0M | No change |
| ABT Abbott Laboratories | 0.72% | 14,070 | $1.9M | Add +10.2% |
| MSFT Microsoft Corp. | 0.67% | 4,617 | $1.7M | Add +48.1% |
| MCO Moody's Corp. | 0.66% | 3,679 | $1.7M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.62% | 2 | $1.6M | No change |
| EFX Equifax Inc. | 0.56% | 5,885 | $1.4M | Add +1.2% |
| BWA Borgwarner Inc. | 0.52% | 47,030 | $1.3M | Add +2.2% |
| ABBV Abbvie Inc. | 0.49% | 5,975 | $1.3M | Add +9.1% |
| SYY Sysco Corp. | 0.48% | 16,360 | $1.2M | Add +5.1% |
| EFA iShares MSCI Eafe ETF | 0.47% | 14,840 | $1.2M | Reduce -1.0% |
| GEV GE Vernova Inc. | 0.43% | 3,589 | $1.1M | Add +2.1% |
| PYPL PayPal Holdings Inc. | 0.39% | 15,300 | $998K | Add +2.0% |
| PG The Procter & Gamble Co. | 0.35% | 5,351 | $912K | No change |
| ADBE Adobe Inc. | 0.34% | 2,252 | $864K | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 19,080 | $864K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.33% | 3,432 | $842K | New |
| TSCO Tractor Supply Company | 0.28% | 13,250 | $730K | Add +10.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 1,259 | $704K | Reduce -51.8% |
| MDY State Street SPDR S&P Midcap | 0.27% | 1,320 | $704K | Reduce -17.0% |
| BOOT Boot Barn Holdings Inc. | 0.27% | 6,471 | $695K | Add +4.8% |
| AMGN Amgen Inc. | 0.27% | 2,200 | $685K | No change |
| GEHC GE Healthcare Technology | 0.25% | 8,128 | $656K | Add +8.7% |
| MDT Medtronic PLC | 0.25% | 7,300 | $656K | Add +14.1% |
| SMG Scotts Miracle-Gro Co. | 0.25% | 11,675 | $641K | Add +2.6% |
| PHIN Phinia Inc. | 0.24% | 14,826 | $629K | Add +3.5% |
| XOM Exxon Mobil Corp. | 0.24% | 5,175 | $615K | No change |
| GNTX Gentex Corp. | 0.24% | 26,300 | $613K | No change |
| J Jacobs Solutions Inc. | 0.21% | 4,575 | $553K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.20% | 45,850 | $512K | Add +4.1% |
| V Visa Inc. Class A | 0.17% | 1,247 | $437K | New |
| ECL Ecolab Inc. | 0.17% | 1,680 | $426K | No change |
| COST Costco Wholesale Corp. | 0.15% | 408 | $386K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 700 | $373K | No change |
| MA Mastercard Inc. Class A | 0.14% | 665 | $365K | New |
| FISV Fiserv Inc. | 0.14% | 1,604 | $354K | New |
| WU Western Union Co. | 0.13% | 32,298 | $342K | Add +2.3% |
| KNX Knight-Swift Transportation | 0.13% | 7,505 | $326K | No change |
| PAYX Paychex Inc. | 0.12% | 2,000 | $309K | New |
| PFE Pfizer Inc. | 0.12% | 12,043 | $305K | Add +49.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.12% | 3,500 | $301K | New |
| MRK Merck & Co. Inc. | 0.09% | 2,600 | $233K | New |
| LOW Lowe's Cos Inc. | 0.09% | 950 | $222K | No change |
| META Meta Platforms Inc. Class A | 0.08% | 355 | $205K | No change |
| DLB Dolby Laboratories Inc. Class A | 0.08% | 2,525 | $203K | New |