| APH Amphenol Corp. Class A | 5.72% | 1,140,035 | $76.8M | Reduce -29.8% |
| FISV Fiserv Inc. | 5.09% | 459,010 | $68.4M | Reduce -13.2% |
| AME Ametek Inc. | 4.60% | 370,642 | $61.8M | Reduce -23.9% |
| DHR Danaher Corp. | 3.89% | 208,914 | $52.2M | Reduce -20.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.74% | 193,767 | $50.2M | Reduce -26.5% |
| IEX Idex Corp. | 3.61% | 240,845 | $48.5M | Reduce -15.3% |
| ROP Roper Technologies Inc. | 3.60% | 85,735 | $48.3M | Reduce -19.1% |
| VRSK Verisk Analytics Inc. | 3.42% | 170,223 | $45.9M | Reduce -21.0% |
| XYL Xylem Inc. | 3.08% | 305,030 | $41.4M | Reduce -18.3% |
| VRT Vertiv Holdings Co. Class A | 3.06% | 474,062 | $41.0M | Reduce -57.3% |
| ATR Aptargroup Inc. | 3.03% | 289,255 | $40.7M | Reduce -21.4% |
| LSTR Landstar System Inc. | 2.66% | 193,878 | $35.8M | Reduce -26.0% |
| GGG Graco Inc. | 2.54% | 429,600 | $34.1M | Reduce -23.5% |
| CSW CSW Industrials Inc. | 2.50% | 126,674 | $33.6M | Reduce -0.1% |
| DCI Donaldson Co. Inc. | 2.50% | 468,660 | $33.5M | Reduce -30.4% |
| CHD Church & Dwight Co. Inc. | 2.40% | 310,788 | $32.2M | Reduce -29.2% |
| NDSN Nordson Corp. | 2.28% | 132,214 | $30.7M | Reduce -21.6% |
| CRL Charles River Laboratories | 2.19% | 142,082 | $29.4M | Reduce -1.3% |
| FIS Fidelity National Info Serv | 2.03% | 361,751 | $27.3M | Add +2.3% |
| RPM RPM International Inc. | 1.96% | 244,328 | $26.3M | Reduce -37.8% |
| AIZ Assurant Inc. | 1.86% | 150,595 | $25.0M | Reduce -13.4% |
| FAST Fastenal Co. | 1.85% | 395,897 | $24.9M | Reduce -25.5% |
| UFPT Ufp Technologies Inc. | 1.82% | 92,738 | $24.5M | Add +2.6% |
| FIX Comfort Systems USA Inc. | 1.82% | 80,329 | $24.4M | Add +1.4% |
| RBC RBC Bearings Inc. | 1.80% | 89,476 | $24.1M | Reduce -22.3% |
| MSA Msa Safety Inc. | 1.73% | 123,941 | $23.3M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 1.67% | 40,505 | $22.4M | Reduce -3.8% |
| FTV Fortive Corp. | 1.60% | 289,178 | $21.4M | Reduce -0.8% |
| CLH Clean Harbors Inc. | 1.51% | 89,596 | $20.3M | Add +27.4% |
| KAI Kadant Inc. | 1.33% | 61,039 | $17.9M | Add +1.4% |
| PRFT Perficient Inc. | 1.32% | 237,249 | $17.7M | Reduce -38.3% |
| TFX Teleflex Inc. | 1.21% | 77,090 | $16.2M | Reduce -1.8% |
| BSV Vanguard Short-Term Bond ETF | 0.99% | 173,930 | $13.3M | Reduce -3.5% |
| RRX Regal Rexnord Corp. | 0.87% | 86,394 | $11.7M | Reduce -54.8% |
| ZD Ziff Davis Inc. | 0.84% | 205,411 | $11.3M | Reduce -31.0% |
| WINA Winmark Corp. | 0.81% | 31,002 | $10.9M | Add +12.1% |
| NVT Nvent Electric PLC | 0.81% | 141,173 | $10.8M | Add +21.0% |
| CNMD Conmed Corp. | 0.75% | 144,948 | $10.0M | Reduce -41.6% |
| ECL Ecolab Inc. | 0.71% | 40,338 | $9.6M | Reduce -5.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.62% | 108,067 | $8.4M | Reduce -2.8% |
| SPGI S&P Global Inc. | 0.59% | 17,870 | $8.0M | Reduce -8.0% |
| COST Costco Wholesale Corp. | 0.43% | 6,830 | $5.8M | Reduce -22.8% |
| MSFT Microsoft Corp. | 0.42% | 12,563 | $5.6M | Reduce -5.0% |
| AAPL Apple Inc. | 0.39% | 25,029 | $5.3M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 0.37% | 24,468 | $4.9M | Reduce -4.7% |
| VLTO Veralto Corp. | 0.33% | 46,816 | $4.5M | Reduce -45.7% |
| XOM Exxon Mobil Corp. | 0.33% | 38,756 | $4.5M | Reduce -0.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.25% | 69,029 | $3.4M | Reduce -9.3% |
| WAT Waters Corp. | 0.24% | 11,183 | $3.2M | Reduce -2.6% |
| ADP Automatic Data Processing | 0.24% | 13,306 | $3.2M | Reduce -5.9% |
| PNR Pentair PLC | 0.23% | 41,162 | $3.2M | Reduce -90.0% |
| BND Vanguard Total Bond Market | 0.23% | 42,429 | $3.1M | Reduce -2.4% |
| VGSH Vanguard Short-Term Treasury | 0.22% | 50,702 | $2.9M | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.21% | 16,708 | $2.9M | Reduce -4.0% |
| USB US Bancorp | 0.21% | 71,971 | $2.9M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.21% | 19,038 | $2.8M | Reduce -11.0% |
| PG The Procter & Gamble Co. | 0.20% | 16,507 | $2.7M | Reduce -6.9% |
| ABT Abbott Laboratories | 0.20% | 25,625 | $2.7M | Reduce -12.2% |
| ITW Illinois Tool Works | 0.19% | 10,770 | $2.6M | Reduce -1.9% |
| MOD Modine Manufacturing Co. | 0.19% | 25,000 | $2.5M | Add +25.0% |
| CTLT Catalent Inc. | 0.17% | 39,547 | $2.2M | Reduce -8.3% |
| MU Micron Technology Inc. | 0.16% | 16,775 | $2.2M | Reduce -2.9% |
| FCN Fti Consulting Inc. | 0.16% | 10,000 | $2.2M | New |
| GNRC Generac Holdings Inc. | 0.15% | 15,610 | $2.1M | Reduce -86.1% |
| CBSH Commerce Bancshares Inc. | 0.15% | 35,782 | $2.0M | Reduce -73.2% |
| SNA Snap-on Inc. | 0.14% | 7,276 | $1.9M | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.13% | 5,726 | $1.8M | Reduce -10.4% |
| VNT Vontier Corp. | 0.13% | 45,301 | $1.7M | Reduce -3.1% |
| AMGN Amgen Inc. | 0.12% | 5,244 | $1.6M | Reduce -3.0% |
| WMT Walmart Inc. | 0.12% | 23,402 | $1.6M | No change |
| WAB Wabtec Corp. | 0.10% | 8,889 | $1.4M | Add +1.1% |
| ROST Ross Stores Inc. | 0.10% | 9,100 | $1.3M | Reduce -3.2% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 7,853 | $1.3M | Add +20.7% |
| V Visa Inc. Class A | 0.09% | 4,591 | $1.2M | Reduce -0.5% |
| WFC Wells Fargo & Co. | 0.09% | 19,663 | $1.2M | Reduce -17.9% |
| BIV Vanguard Intermediate-Term B | 0.08% | 15,132 | $1.1M | Reduce -10.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,055 | $1.1M | Reduce -21.2% |
| PEP Pepsico Inc. | 0.08% | 6,741 | $1.1M | Reduce -4.4% |
| ETN Eaton Corp. PLC | 0.08% | 3,434 | $1.1M | Reduce -6.8% |
| SIGI Selective Insurance Group | 0.07% | 10,597 | $994K | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 2,425 | $986K | Reduce -39.0% |
| BDX Becton Dickinson and Co. | 0.07% | 4,218 | $986K | Reduce -11.4% |
| AWK American Water Works Co. Inc. | 0.07% | 7,630 | $985K | Reduce -11.0% |
| HD Home Depot Inc. | 0.07% | 2,767 | $953K | Reduce -19.9% |
| AMAT Applied Materials Inc. | 0.07% | 4,010 | $946K | No change |
| RTX RTX Corp. | 0.07% | 9,181 | $922K | Reduce -10.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 5,982 | $905K | Reduce -19.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 3,240 | $867K | Reduce -61.1% |
| HON Honeywell International Inc. | 0.06% | 3,631 | $775K | Reduce -11.0% |
| GOOGL Alphabet Inc. Class A | 0.05% | 3,940 | $718K | Reduce -12.8% |
| MCD McDonald's Corp. | 0.05% | 2,728 | $695K | No change |
| CNI Canadian Natl Railway Co. | 0.05% | 5,850 | $691K | No change |
| FITB Fifth Third Bancorp | 0.05% | 18,200 | $664K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 3,672 | $635K | No change |
| KO The Coca-Cola Co. | 0.05% | 9,914 | $631K | Reduce -8.6% |
| ACIW Aci Worldwide Inc. | 0.05% | 15,812 | $626K | Reduce -8.6% |
| IVV iShares Core S&P 500 ETF | 0.05% | 1,135 | $621K | No change |
| CAT Caterpillar Inc. | 0.05% | 1,859 | $619K | Add +0.1% |
| COF Capital One Financial Corp. | 0.05% | 4,448 | $616K | No change |
| CVX Chevron Corp. | 0.05% | 3,890 | $608K | Reduce -15.3% |