| APH Amphenol Corp. Class A | 8.05% | 371,890 | $47.0M | Reduce -9.9% |
| AME Ametek Inc. | 6.62% | 180,304 | $38.6M | Reduce -3.9% |
| DHR Danaher Corp. | 4.10% | 126,206 | $23.9M | Reduce -2.2% |
| IEX Idex Corp. | 3.83% | 117,999 | $22.4M | Reduce -2.0% |
| VRT Vertiv Holdings Co. Class A | 3.54% | 82,439 | $20.7M | Reduce -11.3% |
| TMO Thermo Fisher Scientific Inc. | 3.24% | 38,509 | $18.9M | Reduce -2.1% |
| ATR Aptargroup Inc. | 2.83% | 131,282 | $16.5M | Reduce -2.3% |
| XYL Xylem Inc. | 2.82% | 137,928 | $16.5M | Add +2.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.80% | 75,490 | $16.3M | Add +2.4% |
| DCI Donaldson Co. Inc. | 2.63% | 181,180 | $15.4M | Reduce -1.6% |
| ROP Roper Technologies Inc. | 2.54% | 41,945 | $14.8M | Add +1.3% |
| FISV Fiserv Inc. | 2.37% | 248,102 | $13.8M | Reduce -1.5% |
| GGG Graco Inc. | 2.15% | 148,326 | $12.6M | Reduce -4.3% |
| BSV Vanguard Short-Term Bond ETF | 2.01% | 149,538 | $11.7M | Reduce -4.6% |
| VRSK Verisk Analytics Inc. | 1.97% | 60,545 | $11.5M | Reduce -2.9% |
| NDSN Nordson Corp. | 1.78% | 39,072 | $10.4M | Reduce -3.8% |
| COST Costco Wholesale Corp. | 1.70% | 9,964 | $9.9M | Reduce -0.3% |
| RBC RBC Bearings Inc. | 1.67% | 17,904 | $9.7M | Reduce -2.9% |
| NVT Nvent Electric PLC | 1.66% | 81,796 | $9.7M | Reduce -4.5% |
| FIX Comfort Systems USA Inc. | 1.55% | 6,556 | $9.0M | Reduce -15.3% |
| FAST Fastenal Co. | 1.52% | 190,851 | $8.9M | Reduce -2.3% |
| LSTR Landstar System Inc. | 1.52% | 55,169 | $8.8M | Reduce -5.5% |
| ECL Ecolab Inc. | 1.50% | 32,985 | $8.8M | Reduce -0.5% |
| RPM RPM International Inc. | 1.50% | 88,060 | $8.8M | Reduce -2.2% |
| CHD Church & Dwight Co. Inc. | 1.29% | 80,528 | $7.5M | Reduce -2.6% |
| FIS Fidelity National Info Serv | 1.17% | 145,745 | $6.8M | Reduce -5.0% |
| CLH Clean Harbors Inc. | 1.15% | 23,432 | $6.7M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 1.08% | 37,198 | $6.3M | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.07% | 79,078 | $6.3M | Reduce -13.2% |
| JPM JPMorgan Chase & Co. | 1.07% | 21,140 | $6.2M | Reduce -2.2% |
| AIZ Assurant Inc. | 1.04% | 27,817 | $6.1M | Reduce -7.7% |
| FTV Fortive Corp. | 0.97% | 102,594 | $5.7M | Reduce -2.2% |
| SPGI S&P Global Inc. | 0.94% | 12,958 | $5.5M | Reduce -3.5% |
| CSW CSW Industrials Inc. | 0.85% | 19,074 | $5.0M | Add +4.8% |
| MSA Msa Safety Inc. | 0.83% | 29,726 | $4.9M | Add +3.2% |
| VLTO Veralto Corp. | 0.82% | 54,199 | $4.8M | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.79% | 24,043 | $4.6M | Add +4.5% |
| MSFT Microsoft Corp. | 0.74% | 11,669 | $4.3M | Reduce -3.2% |
| MU Micron Technology Inc. | 0.68% | 11,794 | $4.0M | Reduce -1.7% |
| FCN Fti Consulting Inc. | 0.62% | 20,311 | $3.6M | Reduce -3.3% |
| USB US Bancorp | 0.61% | 68,606 | $3.6M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.61% | 14,466 | $3.5M | Reduce -2.2% |
| AIT Applied Industrial Tech Inc. | 0.58% | 12,871 | $3.4M | Add +1.2% |
| KAI Kadant Inc. | 0.58% | 11,626 | $3.4M | Add +1.8% |
| ABBV Abbvie Inc. | 0.57% | 15,343 | $3.3M | Reduce -1.6% |
| AAPL Apple Inc. | 0.57% | 13,008 | $3.3M | Reduce -10.5% |
| UFPT Ufp Technologies Inc. | 0.55% | 16,604 | $3.2M | Reduce -3.3% |
| PNR Pentair PLC | 0.46% | 30,793 | $2.7M | Reduce -11.1% |
| WMT Walmart Inc. | 0.44% | 20,680 | $2.6M | Reduce -3.0% |
| ABT Abbott Laboratories | 0.43% | 24,355 | $2.5M | Reduce -1.0% |
| VGSH Vanguard Short-Term Treasury | 0.43% | 42,437 | $2.5M | No change |
| ADP Automatic Data Processing | 0.42% | 12,131 | $2.5M | Reduce -3.6% |
| WAT Waters Corp. | 0.42% | 8,267 | $2.5M | Reduce -2.4% |
| BND Vanguard Total Bond Market | 0.42% | 33,324 | $2.5M | Reduce -18.9% |
| GNRC Generac Holdings Inc. | 0.41% | 12,346 | $2.4M | Reduce -7.7% |
| ITW Illinois Tool Works | 0.41% | 9,156 | $2.4M | Reduce -3.4% |
| RRX Regal Rexnord Corp. | 0.39% | 12,241 | $2.3M | Add +3.5% |
| AMGN Amgen Inc. | 0.37% | 6,106 | $2.1M | Reduce -1.9% |
| VUSB Vanguard Ultra Short Bond Et | 0.36% | 41,845 | $2.1M | No change |
| SNA Snap-on Inc. | 0.35% | 5,602 | $2.0M | Reduce -12.5% |
| ROST Ross Stores Inc. | 0.34% | 9,200 | $2.0M | No change |
| WAY Waystar Holding Corp. | 0.34% | 81,979 | $2.0M | Add +5.0% |
| WINA Winmark Corp. | 0.33% | 4,473 | $1.9M | Add +1.2% |
| PG The Procter & Gamble Co. | 0.32% | 12,986 | $1.9M | Reduce -3.7% |
| WAB Wabtec Corp. | 0.29% | 6,709 | $1.7M | Reduce -14.1% |
| CBSH Commerce Bancshares Inc. | 0.26% | 30,380 | $1.5M | Reduce -3.1% |
| VNT Vontier Corp. | 0.25% | 41,701 | $1.5M | Reduce -5.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 2 | $1.4M | No change |
| CAT Caterpillar Inc. | 0.24% | 2,004 | $1.4M | Reduce -4.3% |
| AMAT Applied Materials Inc. | 0.23% | 4,010 | $1.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 2,103 | $1.4M | Reduce -0.9% |
| RTX RTX Corp. | 0.23% | 6,981 | $1.3M | Reduce -2.8% |
| TFX Teleflex Inc. | 0.22% | 10,904 | $1.3M | Reduce -3.1% |
| ETN Eaton Corp. PLC | 0.20% | 3,259 | $1.2M | No change |
| BIV Vanguard Intermediate-Term B | 0.19% | 14,110 | $1.1M | No change |
| MMSI Merit Medical Systems Inc. | 0.18% | 14,981 | $1.0M | Add +8.8% |
| WFC Wells Fargo & Co. | 0.17% | 12,777 | $1.0M | Reduce -17.4% |
| PRGS Progress Software Corp. | 0.16% | 37,412 | $960K | Reduce -1.1% |
| CHRW C.H. Robinson Worldwide Inc. | 0.16% | 5,500 | $913K | No change |
| LRN Stride Inc. | 0.16% | 10,295 | $908K | Reduce -2.1% |
| HD Home Depot Inc. | 0.15% | 2,744 | $902K | Reduce -4.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 3,696 | $896K | No change |
| COF Capital One Financial Corp. | 0.15% | 4,651 | $848K | No change |
| FITB Fifth Third Bancorp | 0.14% | 18,200 | $846K | No change |
| PEP Pepsico Inc. | 0.14% | 5,108 | $793K | Add +7.9% |
| ZBRA Zebra Technologies Corp. Class A | 0.13% | 3,734 | $781K | Reduce -11.1% |
| RY Royal Bank of Canada | 0.13% | 4,749 | $768K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.13% | 3,687 | $762K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 2,283 | $732K | Reduce -15.3% |
| AWK American Water Works Co. Inc. | 0.12% | 5,297 | $721K | Reduce -7.1% |
| MCD McDonald's Corp. | 0.12% | 2,233 | $694K | Reduce -8.2% |
| V Visa Inc. Class A | 0.12% | 2,291 | $692K | Reduce -6.3% |
| VOO Vanguard S&P 500 ETF | 0.10% | 1,019 | $609K | Reduce -1.1% |
| HON Honeywell International Inc. | 0.10% | 2,614 | $591K | No change |
| TSLA Tesla Inc. | 0.10% | 1,588 | $590K | Add +1.9% |
| PNC PNC Financial Services Group | 0.10% | 2,734 | $569K | No change |
| DGX Quest Diagnostics Inc. | 0.10% | 2,900 | $568K | No change |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,967 | $566K | Add +2.6% |
| MSM MSC Industrial Direct Co. Class A | 0.10% | 6,103 | $563K | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.09% | 7,274 | $553K | Reduce -7.6% |