| ORLY O'reilly Automotive Inc. | 11.15% | 331,295 | $29.9M | Reduce -0.5% |
| SYK Stryker Corp. | 6.27% | 42,456 | $16.8M | Reduce -0.2% |
| ADP Automatic Data Processing | 6.10% | 52,929 | $16.3M | Reduce -0.6% |
| ORCL Oracle Corp. | 5.81% | 71,203 | $15.6M | Reduce -1.1% |
| FAST Fastenal Co. | 3.86% | 245,990 | $10.3M | Reduce -1.6% |
| ITW Illinois Tool Works | 3.60% | 39,033 | $9.7M | Add +0.0% |
| ICE Intercontinental Exchange Inc. | 3.46% | 50,485 | $9.3M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 3.24% | 48,859 | $8.7M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 3.19% | 48,505 | $8.5M | Reduce -2.0% |
| AAPL Apple Inc. | 2.40% | 31,351 | $6.4M | Reduce -6.3% |
| SBUX Starbucks Corp. | 2.31% | 67,570 | $6.2M | Reduce -1.5% |
| RBA RB Global Inc. | 2.24% | 56,515 | $6.0M | Reduce -0.9% |
| IDXX Idexx Laboratories Inc. | 2.22% | 11,082 | $5.9M | Reduce -2.0% |
| ACN Accenture PLC Class A | 1.98% | 17,770 | $5.3M | Add +0.8% |
| KMX Carmax Inc. | 1.96% | 78,080 | $5.2M | Reduce -0.3% |
| AFL Aflac Inc. | 1.74% | 44,200 | $4.7M | Reduce -1.8% |
| EXPD Expeditors Intl Wash Inc. | 1.62% | 38,070 | $4.3M | Add +0.2% |
| BR Broadridge Financial Solutio | 1.56% | 17,225 | $4.2M | Reduce -0.7% |
| APD Air Products & Chemicals Inc. | 1.54% | 14,615 | $4.1M | Reduce -0.3% |
| INTU Intuit Inc. | 1.52% | 5,170 | $4.1M | No change |
| WEX Wex Inc. | 1.52% | 27,674 | $4.1M | Reduce -0.4% |
| PEP Pepsico Inc. | 1.40% | 28,370 | $3.7M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 1.38% | 14,336 | $3.7M | Reduce -0.5% |
| OMC Omnicom Group | 1.37% | 50,835 | $3.7M | Add +0.1% |
| DORM Dorman Products Inc. | 1.28% | 27,900 | $3.4M | Reduce -1.2% |
| CTAS Cintas Corp. | 1.15% | 13,800 | $3.1M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.14% | 7,526 | $3.1M | Reduce -1.3% |
| FIS Fidelity National Info Serv | 1.12% | 36,922 | $3.0M | Reduce -0.7% |
| AMG Affiliated Managers Group | 1.11% | 15,096 | $3.0M | Add +0.5% |
| BDX Becton Dickinson and Co. | 1.04% | 16,232 | $2.8M | Reduce -0.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.03% | 34,184 | $2.8M | Reduce -0.9% |
| CAKE The Cheesecake Factory Inc. | 1.01% | 43,325 | $2.7M | Reduce -0.5% |
| GILD Gilead Sciences Inc. | 1.01% | 24,400 | $2.7M | Reduce -0.6% |
| STT State Street Corp. | 0.87% | 22,001 | $2.3M | No change |
| MSFT Microsoft Corp. | 0.85% | 4,567 | $2.3M | Reduce -1.1% |
| WDAY Workday Inc. Class A | 0.84% | 9,391 | $2.3M | No change |
| GEN Gen Digital Inc. | 0.83% | 75,950 | $2.2M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.83% | 14,585 | $2.2M | No change |
| GEV GE Vernova Inc. | 0.71% | 3,571 | $1.9M | Reduce -0.5% |
| ABT Abbott Laboratories | 0.70% | 13,805 | $1.9M | Reduce -1.9% |
| MCO Moody's Corp. | 0.69% | 3,679 | $1.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 2,679 | $1.7M | Add +112.8% |
| BWA Borgwarner Inc. | 0.58% | 46,530 | $1.6M | Reduce -1.1% |
| EFX Equifax Inc. | 0.57% | 5,885 | $1.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 2 | $1.5M | No change |
| EFA iShares MSCI Eafe ETF | 0.50% | 15,065 | $1.3M | Add +1.5% |
| SYY Sysco Corp. | 0.46% | 16,360 | $1.2M | No change |
| PYPL PayPal Holdings Inc. | 0.42% | 15,150 | $1.1M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.41% | 5,975 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.37% | 3,432 | $995K | No change |
| MDY State Street SPDR S&P Midcap | 0.37% | 1,750 | $991K | Add +32.6% |
| BOOT Boot Barn Holdings Inc. | 0.36% | 6,321 | $961K | Reduce -2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 18,980 | $939K | Reduce -0.5% |
| ADBE Adobe Inc. | 0.34% | 2,332 | $902K | Add +3.5% |
| PG The Procter & Gamble Co. | 0.32% | 5,351 | $853K | No change |
| SMG Scotts Miracle-Gro Co. | 0.28% | 11,525 | $760K | Reduce -1.3% |
| TSCO Tractor Supply Company | 0.26% | 13,250 | $699K | No change |
| PHIN Phinia Inc. | 0.24% | 14,726 | $655K | Reduce -0.7% |
| MDT Medtronic PLC | 0.24% | 7,300 | $636K | No change |
| AMGN Amgen Inc. | 0.23% | 2,200 | $614K | No change |
| GEHC GE Healthcare Technology | 0.23% | 8,188 | $607K | Add +0.7% |
| J Jacobs Solutions Inc. | 0.22% | 4,575 | $601K | No change |
| GNTX Gentex Corp. | 0.22% | 26,300 | $578K | No change |
| XOM Exxon Mobil Corp. | 0.21% | 5,175 | $558K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.20% | 45,550 | $523K | Reduce -0.7% |
| ECL Ecolab Inc. | 0.17% | 1,680 | $453K | No change |
| V Visa Inc. Class A | 0.17% | 1,247 | $443K | No change |
| COST Costco Wholesale Corp. | 0.15% | 408 | $404K | No change |
| MA Mastercard Inc. Class A | 0.14% | 665 | $374K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.13% | 3,500 | $359K | No change |
| KNX Knight-Swift Transportation | 0.13% | 7,705 | $341K | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 700 | $340K | No change |
| PFE Pfizer Inc. | 0.11% | 12,043 | $292K | No change |
| PAYX Paychex Inc. | 0.11% | 2,000 | $291K | No change |
| FISV Fiserv Inc. | 0.10% | 1,604 | $277K | No change |
| WU Western Union Co. | 0.10% | 31,533 | $266K | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 0.10% | 355 | $262K | No change |
| NTRS Northern Trust Corp. | 0.09% | 2,000 | $254K | New |
| LOW Lowe's Cos Inc. | 0.09% | 1,060 | $235K | Add +11.6% |
| MS Morgan Stanley | 0.08% | 1,461 | $206K | New |