| FISV Fiserv Inc. | 5.66% | 461,791 | $83.0M | Add +0.6% |
| APH Amphenol Corp. Class A | 4.97% | 1,118,125 | $72.9M | Reduce -1.9% |
| AME Ametek Inc. | 4.38% | 373,569 | $64.1M | Add +0.8% |
| DHR Danaher Corp. | 4.00% | 210,556 | $58.5M | Add +0.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.70% | 192,457 | $54.2M | Reduce -0.7% |
| IEX Idex Corp. | 3.58% | 244,409 | $52.4M | Add +1.5% |
| ROP Roper Technologies Inc. | 3.30% | 86,813 | $48.3M | Add +1.3% |
| ATR Aptargroup Inc. | 3.29% | 300,630 | $48.2M | Add +3.9% |
| VRSK Verisk Analytics Inc. | 3.17% | 173,175 | $46.4M | Add +1.7% |
| VRT Vertiv Holdings Co. Class A | 2.96% | 435,696 | $43.3M | Reduce -8.1% |
| XYL Xylem Inc. | 2.85% | 309,497 | $41.8M | Add +1.5% |
| CSW CSW Industrials Inc. | 2.78% | 111,107 | $40.7M | Reduce -12.3% |
| GGG Graco Inc. | 2.63% | 440,878 | $38.6M | Add +2.6% |
| LSTR Landstar System Inc. | 2.47% | 191,866 | $36.2M | Reduce -1.0% |
| DCI Donaldson Co. Inc. | 2.41% | 478,487 | $35.3M | Add +2.1% |
| NDSN Nordson Corp. | 2.40% | 134,029 | $35.2M | Add +1.4% |
| CHD Church & Dwight Co. Inc. | 2.23% | 312,157 | $32.7M | Add +0.4% |
| FIX Comfort Systems USA Inc. | 2.14% | 80,307 | $31.3M | Reduce -0.0% |
| FIS Fidelity National Info Serv | 2.10% | 366,857 | $30.7M | Add +1.4% |
| AIZ Assurant Inc. | 2.04% | 150,442 | $29.9M | Reduce -0.1% |
| RPM RPM International Inc. | 2.01% | 243,407 | $29.5M | Reduce -0.4% |
| UFPT Ufp Technologies Inc. | 2.01% | 92,976 | $29.4M | Add +0.3% |
| FAST Fastenal Co. | 1.91% | 392,667 | $28.0M | Reduce -0.8% |
| CRL Charles River Laboratories | 1.87% | 139,279 | $27.4M | Reduce -2.0% |
| RBC RBC Bearings Inc. | 1.87% | 91,344 | $27.3M | Add +2.1% |
| TMO Thermo Fisher Scientific Inc. | 1.76% | 41,758 | $25.8M | Add +3.1% |
| MSA Msa Safety Inc. | 1.61% | 132,681 | $23.5M | Add +7.0% |
| CLH Clean Harbors Inc. | 1.56% | 94,799 | $22.9M | Add +5.8% |
| FTV Fortive Corp. | 1.54% | 285,482 | $22.5M | Reduce -1.3% |
| KAI Kadant Inc. | 1.42% | 61,652 | $20.8M | Add +1.0% |
| TFX Teleflex Inc. | 1.30% | 76,885 | $19.0M | Reduce -0.3% |
| FCN Fti Consulting Inc. | 1.03% | 66,373 | $15.1M | Add +563.7% |
| BSV Vanguard Short-Term Bond ETF | 0.96% | 178,236 | $14.0M | Add +2.5% |
| RRX Regal Rexnord Corp. | 0.94% | 83,437 | $13.8M | Reduce -3.4% |
| WINA Winmark Corp. | 0.81% | 31,049 | $11.9M | Add +0.1% |
| NVT Nvent Electric PLC | 0.80% | 167,150 | $11.7M | Add +18.4% |
| CNMD Conmed Corp. | 0.69% | 140,321 | $10.1M | Reduce -3.2% |
| ECL Ecolab Inc. | 0.67% | 38,571 | $9.8M | Reduce -4.4% |
| COST Costco Wholesale Corp. | 0.64% | 10,538 | $9.3M | Add +54.3% |
| SPGI S&P Global Inc. | 0.61% | 17,433 | $9.0M | Reduce -2.5% |
| ZD Ziff Davis Inc. | 0.59% | 177,373 | $8.6M | Reduce -13.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.56% | 103,194 | $8.2M | Reduce -4.5% |
| AIT Applied Industrial Tech Inc. | 0.51% | 33,791 | $7.5M | New |
| VLTO Veralto Corp. | 0.41% | 54,099 | $6.1M | Add +15.6% |
| AAPL Apple Inc. | 0.39% | 24,756 | $5.8M | Reduce -1.1% |
| MSFT Microsoft Corp. | 0.37% | 12,620 | $5.4M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.34% | 23,357 | $4.9M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.30% | 37,998 | $4.5M | Reduce -2.0% |
| WAT Waters Corp. | 0.27% | 11,058 | $4.0M | Reduce -1.1% |
| PNR Pentair PLC | 0.27% | 40,432 | $4.0M | Reduce -1.8% |
| ADP Automatic Data Processing | 0.26% | 13,906 | $3.8M | Add +4.5% |
| BND Vanguard Total Bond Market | 0.24% | 46,419 | $3.5M | Add +9.4% |
| USB US Bancorp | 0.24% | 76,079 | $3.5M | Add +5.7% |
| ABBV Abbvie Inc. | 0.24% | 17,608 | $3.5M | Add +5.4% |
| MOD Modine Manufacturing Co. | 0.23% | 25,000 | $3.3M | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.21% | 61,548 | $3.1M | Reduce -10.8% |
| JNJ Johnson & Johnson | 0.21% | 18,944 | $3.1M | Reduce -0.5% |
| ABT Abbott Laboratories | 0.21% | 26,625 | $3.0M | Add +3.9% |
| PRFT Perficient Inc. | 0.20% | 37,988 | $2.9M | Reduce -84.0% |
| PG The Procter & Gamble Co. | 0.19% | 15,876 | $2.7M | Reduce -3.8% |
| ITW Illinois Tool Works | 0.19% | 10,470 | $2.7M | Reduce -2.8% |
| VGSH Vanguard Short-Term Treasury | 0.17% | 43,360 | $2.6M | Reduce -14.5% |
| GNRC Generac Holdings Inc. | 0.17% | 15,412 | $2.4M | Reduce -1.3% |
| CTLT Catalent Inc. | 0.16% | 38,858 | $2.4M | Reduce -1.7% |
| SNA Snap-on Inc. | 0.14% | 7,276 | $2.1M | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.14% | 5,632 | $2.1M | Reduce -1.6% |
| AMGN Amgen Inc. | 0.14% | 6,324 | $2.0M | Add +20.6% |
| CBSH Commerce Bancshares Inc. | 0.13% | 32,515 | $1.9M | Reduce -9.1% |
| WMT Walmart Inc. | 0.13% | 23,149 | $1.9M | Reduce -1.1% |
| MU Micron Technology Inc. | 0.12% | 16,628 | $1.7M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 9,603 | $1.7M | Add +22.3% |
| WAB Wabtec Corp. | 0.11% | 8,559 | $1.6M | Reduce -3.7% |
| ROST Ross Stores Inc. | 0.09% | 9,100 | $1.4M | No change |
| BIV Vanguard Intermediate-Term B | 0.09% | 17,345 | $1.4M | Add +14.6% |
| VNT Vontier Corp. | 0.09% | 40,031 | $1.4M | Reduce -11.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,132 | $1.2M | Add +3.8% |
| HD Home Depot Inc. | 0.08% | 2,869 | $1.2M | Add +3.7% |
| RTX RTX Corp. | 0.08% | 9,531 | $1.2M | Add +3.8% |
| PEP Pepsico Inc. | 0.08% | 6,711 | $1.1M | Reduce -0.5% |
| V Visa Inc. Class A | 0.08% | 4,141 | $1.1M | Reduce -9.8% |
| ETN Eaton Corp. PLC | 0.08% | 3,434 | $1.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 2,426 | $1.1M | Add +0.0% |
| AWK American Water Works Co. Inc. | 0.07% | 7,400 | $1.1M | Reduce -3.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 5,895 | $1.1M | Reduce -1.4% |
| WFC Wells Fargo & Co. | 0.07% | 18,132 | $1.0M | Reduce -7.8% |
| SIGI Selective Insurance Group | 0.07% | 10,597 | $989K | No change |
| BDX Becton Dickinson and Co. | 0.07% | 4,018 | $969K | Reduce -4.7% |
| CAT Caterpillar Inc. | 0.06% | 2,158 | $844K | Add +16.1% |
| MCD McDonald's Corp. | 0.06% | 2,728 | $831K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 2,883 | $816K | Reduce -11.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 3,672 | $812K | No change |
| AMAT Applied Materials Inc. | 0.06% | 4,010 | $810K | No change |
| ACIW Aci Worldwide Inc. | 0.05% | 15,812 | $805K | No change |
| FITB Fifth Third Bancorp | 0.05% | 18,200 | $780K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.05% | 7,000 | $773K | Add +27.3% |
| RY Royal Bank of Canada | 0.05% | 5,694 | $710K | Add +19.9% |
| KO The Coca-Cola Co. | 0.05% | 9,629 | $692K | Reduce -2.9% |
| CNI Canadian Natl Railway Co. | 0.05% | 5,850 | $685K | No change |
| COF Capital One Financial Corp. | 0.05% | 4,448 | $666K | No change |
| UNP Union Pacific Corp. | 0.04% | 2,671 | $658K | Add +2.6% |
| IVV iShares Core S&P 500 ETF | 0.04% | 1,135 | $655K | No change |
| GOOGL Alphabet Inc. Class A | 0.04% | 3,940 | $653K | No change |
| VOO Vanguard S&P 500 ETF | 0.04% | 1,125 | $594K | Add +24.3% |
| CARR Carrier Global Corp. | 0.04% | 7,330 | $590K | No change |
| HON Honeywell International Inc. | 0.04% | 2,781 | $575K | Reduce -23.4% |
| MSM MSC Industrial Direct Co. Class A | 0.04% | 6,573 | $566K | Reduce -8.4% |
| CVX Chevron Corp. | 0.04% | 3,601 | $530K | Reduce -7.4% |
| MRK Merck & Co. Inc. | 0.04% | 4,541 | $516K | Add +2.2% |
| PNC PNC Financial Services Group | 0.04% | 2,786 | $515K | No change |
| MIDD Middleby Corp. | 0.03% | 3,650 | $508K | No change |
| AXP American Express Co. | 0.03% | 1,870 | $507K | Add +2.5% |
| TSLA Tesla Inc. | 0.03% | 1,847 | $483K | Reduce -7.5% |
| CSX CSX Corp. | 0.03% | 13,800 | $477K | No change |
| DGX Quest Diagnostics Inc. | 0.03% | 2,900 | $450K | No change |
| NVDA Nvidia Corp. | 0.03% | 3,520 | $427K | Add +0.9% |
| TRV The Travelers Cos Inc. | 0.03% | 1,820 | $426K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 871 | $425K | Add +6.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 9,743 | $387K | No change |
| PAYX Paychex Inc. | 0.03% | 2,826 | $379K | No change |
| AMZN Amazon.com Inc. | 0.02% | 1,957 | $365K | Add +27.1% |
| EMR Emerson Electric Co. | 0.02% | 3,300 | $361K | No change |
| MA Mastercard Inc. Class A | 0.02% | 715 | $353K | Reduce -10.1% |
| GOOG Alphabet Inc. Class C | 0.02% | 2,092 | $350K | Add +0.1% |
| HSIC Henry Schein Inc. | 0.02% | 4,700 | $343K | No change |
| LLY Eli Lilly & Co. | 0.02% | 385 | $341K | No change |
| INTC Intel Corp. | 0.02% | 13,291 | $312K | Reduce -21.4% |
| COP Conocophillips | 0.02% | 2,916 | $307K | New |
| OTIS Otis Worldwide Corp. | 0.02% | 2,790 | $290K | No change |
| NFLX Netflix Inc. | 0.02% | 400 | $284K | No change |
| PFE Pfizer Inc. | 0.02% | 9,448 | $273K | Add +2.4% |
| SYK Stryker Corp. | 0.02% | 756 | $273K | No change |
| PRU Prudential Financial Inc. | 0.02% | 2,240 | $271K | Add +21.7% |
| CSCO Cisco Systems Inc. | 0.02% | 5,072 | $270K | Add +5.7% |
| VZ Verizon Communications Inc. | 0.02% | 5,915 | $266K | Reduce -20.3% |
| RSG Republic Services Inc. | 0.02% | 1,315 | $264K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.02% | 4,252 | $241K | No change |
| GE General Electric filed as GE AEROSPACE | 0.02% | 1,227 | $231K | New |
| TFC Truist Financial Corp. | 0.02% | 5,366 | $230K | No change |
| UNH Unitedhealth Group Inc. | 0.02% | 390 | $228K | New |
| IDA Idacorp Inc. | 0.02% | 2,165 | $223K | Reduce -18.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 1,950 | $212K | No change |
| GIS General Mills Inc. | 0.01% | 2,771 | $205K | New |