| UNH Unitedhealth Group Inc. | 6.93% | 724,295 | $368.8M | Add +18.0% |
| MSFT Microsoft Corp. | 6.47% | 770,779 | $344.4M | Add +3.3% |
| ISRG Intuitive Surgical Inc. | 6.02% | 719,915 | $320.3M | Add +3.7% |
| FISV Fiserv Inc. | 5.88% | 2,102,993 | $313.3M | Add +3.5% |
| INTU Intuit Inc. | 5.82% | 471,339 | $309.7M | Add +16.9% |
| TMO Thermo Fisher Scientific Inc. | 5.79% | 558,133 | $308.4M | Reduce -2.9% |
| MRSH Marsh & McLennan Cos | 5.78% | 1,460,625 | $307.8M | Add +4.0% |
| MA Mastercard Inc. Class A | 5.77% | 696,606 | $307.2M | Add +6.2% |
| APH Amphenol Corp. Class A | 5.63% | 4,446,639 | $299.6M | Reduce -9.0% |
| SNPS Synopsys Inc. | 5.42% | 484,834 | $288.5M | Add +4.2% |
| TSCO Tractor Supply Company | 5.35% | 1,055,786 | $285.1M | Reduce -2.9% |
| ACN Accenture PLC Class A | 4.76% | 835,923 | $253.7M | Add +6.0% |
| LH Labcorp Holdings Inc. | 4.68% | 1,225,410 | $249.4M | Add +4.2% |
| AMZN Amazon.com Inc. | 4.38% | 1,205,052 | $233.0M | Add +6.2% |
| BR Broadridge Financial Solutio | 4.10% | 1,108,722 | $218.5M | Add +6.8% |
| AVY Avery Dennison Corp. | 3.24% | 788,336 | $172.3M | Add +2.5% |
| ADP Automatic Data Processing | 3.17% | 706,750 | $168.7M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 2.27% | 663,754 | $120.9M | Add +1.5% |
| ADBE Adobe Inc. | 2.18% | 208,503 | $115.8M | Add +4.9% |
| ALGN Align Technology Inc. | 2.14% | 472,882 | $114.2M | Add +20.0% |
| NKE Nike Inc. Class B | 1.94% | 1,371,065 | $103.3M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 1.80% | 522,146 | $95.8M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 28,830 | $11.7M | Reduce -15.2% |
| AAPL Apple Inc. | 0.06% | 14,487 | $3.0M | Reduce -11.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 9,500 | $1.7M | Reduce -12.9% |
| COST Costco Wholesale Corp. | 0.02% | 1,545 | $1.3M | Reduce -8.5% |
| XYL Xylem Inc. | 0.02% | 7,530 | $1.0M | No change |
| MCD McDonald's Corp. | 0.02% | 3,962 | $1.0M | No change |
| BLK BlackRock Finance Inc. | 0.01% | 885 | $697K | New |
| AXP American Express Co. | 0.01% | 2,800 | $649K | No change |
| DG Dollar General Corp. | 0.01% | 3,350 | $443K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 5,080 | $399K | No change |
| META Meta Platforms Inc. Class A | 0.01% | 770 | $388K | No change |
| JNJ Johnson & Johnson | 0.01% | 2,500 | $365K | No change |
| ABBV Abbvie Inc. | 0.01% | 1,935 | $332K | No change |
| XOM Exxon Mobil Corp. | 0.01% | 2,640 | $304K | No change |
| NVDA Nvidia Corp. | 0.00% | 2,100 | $259K | Reduce -30.0% |
| WPM Wheaton Precious Metals Corp. | 0.00% | 4,000 | $210K | No change |
| SPGI S&P Global Inc. | 0.00% | 400 | $178K | No change |
| ABT Abbott Laboratories | 0.00% | 1,570 | $163K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 2,800 | $162K | Reduce -14.5% |
| RTX RTX Corp. | 0.00% | 1,600 | $161K | Reduce -19.0% |
| EBAY eBay Inc. | 0.00% | 2,800 | $150K | Reduce -14.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 2,387 | $143K | No change |
| DE Deere & Co. | 0.00% | 325 | $121K | Reduce -64.9% |
| MSCI MSCI Inc. | 0.00% | 245 | $118K | No change |
| SAP Sap SE-Sponsored ADR | 0.00% | 550 | $111K | No change |
| AMD Advanced Micro Devices | 0.00% | 650 | $105K | No change |
| CVS CVS Health Corp. | 0.00% | 1,715 | $101K | No change |
| CARR Carrier Global Corp. | 0.00% | 1,600 | $101K | Reduce -19.0% |
| OTIS Otis Worldwide Corp. | 0.00% | 800 | $77K | No change |
| DXCM Dexcom Inc. | 0.00% | 530 | $60K | No change |
| JPM JPMorgan Chase & Co. | 0.00% | 280 | $57K | No change |
| MO Altria Group Inc. | 0.00% | 800 | $36K | Reduce -65.2% |
| V Visa Inc. Class A | 0.00% | 120 | $31K | Reduce -76.9% |
| VZ Verizon Communications Inc. | 0.00% | 690 | $28K | No change |
| CB Chubb Ltd. | 0.00% | 108 | $28K | No change |
| WFC Wells Fargo & Co. | 0.00% | 350 | $21K | No change |
| IMCR Immunocore Holdings PLC-ADR | 0.00% | 575 | $20K | No change |
| TSLA Tesla Inc. | 0.00% | 60 | $12K | No change |