| FISV Fiserv Inc. | 7.33% | 1,812,953 | $400.5M | Reduce -3.4% |
| MA Mastercard Inc. Class A | 7.16% | 713,779 | $391.2M | Add +4.4% |
| MRSH Marsh & McLennan Cos | 6.75% | 1,511,296 | $368.8M | Add +5.0% |
| TMO Thermo Fisher Scientific Inc. | 6.02% | 661,218 | $329.1M | Add +4.7% |
| UNH Unitedhealth Group Inc. | 5.46% | 569,934 | $298.5M | Add +2.0% |
| TSCO Tractor Supply Company | 5.40% | 5,358,519 | $295.2M | Add +4.7% |
| LH Labcorp Holdings Inc. | 5.39% | 1,266,688 | $294.7M | Add +4.6% |
| MSFT Microsoft Corp. | 5.35% | 779,461 | $292.3M | Add +2.8% |
| BR Broadridge Financial Solutio | 4.98% | 1,123,865 | $272.4M | Add +5.1% |
| ISRG Intuitive Surgical Inc. | 4.81% | 531,225 | $263.1M | Reduce -7.0% |
| ACN Accenture PLC Class A | 4.71% | 825,065 | $257.5M | Add +1.9% |
| INTU Intuit Inc. | 4.70% | 418,948 | $257.2M | Add +5.0% |
| SNPS Synopsys Inc. | 4.59% | 585,951 | $251.2M | Add +5.2% |
| ADP Automatic Data Processing | 4.00% | 716,468 | $218.9M | Add +3.9% |
| CDNS Cadence Design SYS Inc. | 3.79% | 815,379 | $207.4M | Add +4.0% |
| AMZN Amazon.com Inc. | 3.66% | 1,052,759 | $200.3M | Reduce -13.0% |
| APH Amphenol Corp. Class A | 3.14% | 2,614,513 | $171.5M | Reduce -19.4% |
| AVY Avery Dennison Corp. | 2.69% | 827,913 | $147.3M | Add +4.4% |
| AME Ametek Inc. | 2.47% | 784,237 | $135.0M | Add +3.2% |
| ALGN Align Technology Inc. | 2.22% | 764,479 | $121.4M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 2.05% | 726,165 | $112.3M | Add +8.6% |
| ADBE Adobe Inc. | 1.54% | 219,237 | $84.1M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 1.39% | 486,715 | $76.0M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 19,211 | $10.2M | Reduce -2.2% |
| AAPL Apple Inc. | 0.04% | 10,865 | $2.4M | Reduce -21.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 8,860 | $1.5M | Add +12.0% |
| COST Costco Wholesale Corp. | 0.02% | 1,182 | $1.1M | Reduce -14.5% |
| XYL Xylem Inc. | 0.01% | 6,030 | $720K | Reduce -19.9% |
| MCD McDonald's Corp. | 0.01% | 1,481 | $462K | No change |
| JNJ Johnson & Johnson | 0.01% | 2,500 | $415K | No change |
| AXP American Express Co. | 0.01% | 1,500 | $404K | No change |
| XOM Exxon Mobil Corp. | 0.01% | 2,640 | $314K | No change |
| WPM Wheaton Precious Metals Corp. | 0.01% | 4,000 | $311K | No change |
| SPGI S&P Global Inc. | 0.01% | 540 | $274K | No change |
| META Meta Platforms Inc. Class A | 0.00% | 466 | $269K | Reduce -15.3% |
| WEC WEC Energy Group Inc. | 0.00% | 2,380 | $259K | Reduce -53.1% |
| ABBV Abbvie Inc. | 0.00% | 1,185 | $248K | Reduce -38.8% |
| RTX RTX Corp. | 0.00% | 1,600 | $212K | No change |
| ABT Abbott Laboratories | 0.00% | 1,570 | $208K | No change |
| EBAY eBay Inc. | 0.00% | 2,800 | $190K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 2,800 | $183K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 960 | $164K | No change |
| LIN Linde PLC | 0.00% | 335 | $156K | No change |
| KO The Coca-Cola Co. | 0.00% | 2,162 | $155K | No change |
| DE Deere & Co. | 0.00% | 325 | $153K | No change |
| MSCI MSCI Inc. | 0.00% | 245 | $139K | No change |
| DG Dollar General Corp. | 0.00% | 1,550 | $136K | Reduce -53.7% |
| SYK Stryker Corp. | 0.00% | 350 | $130K | No change |
| CARR Carrier Global Corp. | 0.00% | 1,600 | $101K | No change |
| V Visa Inc. Class A | 0.00% | 250 | $88K | Reduce -24.2% |
| OTIS Otis Worldwide Corp. | 0.00% | 800 | $83K | No change |
| JPM JPMorgan Chase & Co. | 0.00% | 280 | $69K | No change |
| AMD Advanced Micro Devices | 0.00% | 650 | $67K | No change |
| HD Home Depot Inc. | 0.00% | 175 | $64K | Reduce -36.4% |
| CB Chubb Ltd. | 0.00% | 108 | $33K | No change |
| VZ Verizon Communications Inc. | 0.00% | 690 | $31K | No change |
| WFC Wells Fargo & Co. | 0.00% | 350 | $25K | No change |