| ORLY O'reilly Automotive Inc. | 12.19% | 319,520 | $34.4M | Reduce -3.5% |
| ORCL Oracle Corp. | 7.05% | 70,803 | $19.9M | Reduce -0.6% |
| SYK Stryker Corp. | 5.55% | 42,456 | $15.7M | No change |
| ADP Automatic Data Processing | 5.50% | 52,929 | $15.5M | No change |
| FAST Fastenal Co. | 4.27% | 245,990 | $12.1M | No change |
| GOOG Alphabet Inc. Class C | 4.21% | 48,859 | $11.9M | No change |
| GOOGL Alphabet Inc. Class A | 4.17% | 48,505 | $11.8M | No change |
| ITW Illinois Tool Works | 3.60% | 39,033 | $10.2M | No change |
| ICE Intercontinental Exchange Inc. | 2.98% | 49,985 | $8.4M | Reduce -1.0% |
| AAPL Apple Inc. | 2.83% | 31,351 | $8.0M | No change |
| IDXX Idexx Laboratories Inc. | 2.51% | 11,082 | $7.1M | No change |
| RBA RB Global Inc. | 2.17% | 56,515 | $6.1M | No change |
| SBUX Starbucks Corp. | 2.02% | 67,570 | $5.7M | No change |
| AFL Aflac Inc. | 1.75% | 44,200 | $4.9M | No change |
| EXPD Expeditors Intl Wash Inc. | 1.65% | 38,070 | $4.7M | No change |
| WEX Wex Inc. | 1.54% | 27,674 | $4.4M | No change |
| DORM Dorman Products Inc. | 1.54% | 27,900 | $4.3M | No change |
| GE General Electric filed as GE AEROSPACE | 1.53% | 14,336 | $4.3M | No change |
| OMC Omnicom Group | 1.47% | 50,835 | $4.1M | No change |
| BR Broadridge Financial Solutio | 1.45% | 17,225 | $4.1M | No change |
| APD Air Products & Chemicals Inc. | 1.41% | 14,615 | $4.0M | No change |
| PEP Pepsico Inc. | 1.41% | 28,370 | $4.0M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.29% | 7,526 | $3.7M | No change |
| AMG Affiliated Managers Group | 1.27% | 15,096 | $3.6M | No change |
| INTU Intuit Inc. | 1.25% | 5,170 | $3.5M | No change |
| BDX Becton Dickinson and Co. | 1.08% | 16,232 | $3.0M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.07% | 34,184 | $3.0M | No change |
| CTAS Cintas Corp. | 1.00% | 13,800 | $2.8M | No change |
| GILD Gilead Sciences Inc. | 0.96% | 24,400 | $2.7M | No change |
| JNJ Johnson & Johnson | 0.96% | 14,585 | $2.7M | No change |
| STT State Street Corp. | 0.90% | 22,001 | $2.6M | No change |
| FIS Fidelity National Info Serv | 0.86% | 36,922 | $2.4M | No change |
| CAKE The Cheesecake Factory Inc. | 0.84% | 43,325 | $2.4M | No change |
| MSFT Microsoft Corp. | 0.84% | 4,567 | $2.4M | No change |
| WDAY Workday Inc. Class A | 0.80% | 9,391 | $2.3M | No change |
| GEV GE Vernova Inc. | 0.78% | 3,572 | $2.2M | Add +0.0% |
| GEN Gen Digital Inc. | 0.76% | 75,950 | $2.2M | No change |
| BWA Borgwarner Inc. | 0.72% | 46,530 | $2.0M | No change |
| ABT Abbott Laboratories | 0.65% | 13,805 | $1.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 2,679 | $1.8M | No change |
| MCO Moody's Corp. | 0.62% | 3,679 | $1.8M | No change |
| ACN Accenture PLC Class A | 0.62% | 7,095 | $1.7M | Reduce -60.1% |
| EFX Equifax Inc. | 0.53% | 5,885 | $1.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.53% | 2 | $1.5M | No change |
| EFA iShares MSCI Eafe ETF | 0.50% | 15,065 | $1.4M | No change |
| ABBV Abbvie Inc. | 0.49% | 5,975 | $1.4M | No change |
| SYY Sysco Corp. | 0.48% | 16,360 | $1.3M | No change |
| KMX Carmax Inc. | 0.42% | 26,280 | $1.2M | Reduce -66.3% |
| JPM JPMorgan Chase & Co. | 0.38% | 3,432 | $1.1M | No change |
| BOOT Boot Barn Holdings Inc. | 0.37% | 6,321 | $1.0M | No change |
| MDY State Street SPDR S&P Midcap | 0.37% | 1,750 | $1.0M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 18,980 | $1.0M | No change |
| PYPL PayPal Holdings Inc. | 0.36% | 15,150 | $1.0M | No change |
| PHIN Phinia Inc. | 0.30% | 14,726 | $846K | No change |
| ADBE Adobe Inc. | 0.29% | 2,332 | $823K | No change |
| PG The Procter & Gamble Co. | 0.29% | 5,351 | $822K | No change |
| TSCO Tractor Supply Company | 0.27% | 13,250 | $754K | No change |
| GNTX Gentex Corp. | 0.26% | 26,300 | $744K | No change |
| MDT Medtronic PLC | 0.25% | 7,300 | $695K | No change |
| J Jacobs Solutions Inc. | 0.24% | 4,575 | $686K | No change |
| SMG Scotts Miracle-Gro Co. | 0.23% | 11,525 | $656K | No change |
| AMGN Amgen Inc. | 0.22% | 2,200 | $621K | No change |
| GEHC GE Healthcare Technology | 0.22% | 8,188 | $615K | No change |
| XOM Exxon Mobil Corp. | 0.21% | 5,175 | $583K | No change |
| ECL Ecolab Inc. | 0.16% | 1,680 | $460K | No change |
| V Visa Inc. Class A | 0.15% | 1,247 | $426K | No change |
| MA Mastercard Inc. Class A | 0.13% | 665 | $378K | No change |
| COST Costco Wholesale Corp. | 0.13% | 408 | $378K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.13% | 3,500 | $357K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 700 | $352K | No change |
| PFE Pfizer Inc. | 0.11% | 12,043 | $307K | No change |
| KNX Knight-Swift Transportation | 0.11% | 7,705 | $304K | No change |
| NTRS Northern Trust Corp. | 0.10% | 2,000 | $269K | No change |
| LOW Lowe's Cos Inc. | 0.09% | 1,060 | $266K | No change |
| META Meta Platforms Inc. Class A | 0.09% | 355 | $261K | No change |
| PAYX Paychex Inc. | 0.09% | 2,000 | $254K | No change |
| MS Morgan Stanley | 0.08% | 1,461 | $232K | No change |
| FISV Fiserv Inc. | 0.07% | 1,604 | $207K | No change |
| BP BP PLC-Spons ADR | 0.07% | 5,900 | $203K | New |
| TSLA Tesla Inc. | 0.07% | 450 | $200K | New |