| MA Mastercard Inc. Class A | 8.14% | 674,989 | $385.3M | Add +6.6% |
| INTU Intuit Inc. | 7.13% | 509,822 | $337.8M | Add +7.4% |
| MSFT Microsoft Corp. | 6.92% | 677,808 | $327.8M | Reduce -12.7% |
| AMZN Amazon.com Inc. | 6.90% | 1,416,236 | $326.9M | Reduce -3.0% |
| MRSH Marsh & McLennan Cos | 6.87% | 1,753,917 | $325.5M | Add +8.0% |
| ISRG Intuitive Surgical Inc. | 6.14% | 513,804 | $291.0M | Reduce -15.8% |
| TMO Thermo Fisher Scientific Inc. | 5.54% | 452,998 | $262.5M | Reduce -4.8% |
| LH Labcorp Holdings Inc. | 5.44% | 1,026,894 | $257.7M | Reduce -2.9% |
| TSCO Tractor Supply Company | 5.41% | 5,127,111 | $256.4M | Reduce -3.0% |
| CDNS Cadence Design SYS Inc. | 5.18% | 784,972 | $245.4M | Reduce -3.4% |
| BR Broadridge Financial Solutio | 5.11% | 1,085,296 | $242.2M | Reduce -2.2% |
| ACN Accenture PLC Class A | 5.09% | 897,713 | $240.9M | Reduce -3.9% |
| APH Amphenol Corp. Class A | 4.75% | 1,666,303 | $225.2M | Reduce -5.1% |
| ADP Automatic Data Processing | 3.86% | 711,536 | $183.0M | Reduce -1.7% |
| AME Ametek Inc. | 3.84% | 886,767 | $182.1M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 3.78% | 572,445 | $179.2M | Reduce -21.0% |
| AVY Avery Dennison Corp. | 3.02% | 787,099 | $143.2M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 2.43% | 366,597 | $115.0M | Reduce -21.5% |
| VRSK Verisk Analytics Inc. | 2.08% | 440,605 | $98.6M | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.82% | 283,196 | $86.1M | Add +3827.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 17,110 | $8.6M | Reduce -7.3% |
| AAPL Apple Inc. | 0.05% | 9,494 | $2.6M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.04% | 6,100 | $2.0M | Reduce -34.6% |
| COST Costco Wholesale Corp. | 0.04% | 2,049 | $1.8M | Add +95.3% |
| SNPS Synopsys Inc. | 0.03% | 3,316 | $1.6M | Reduce -99.3% |
| XYL Xylem Inc. | 0.02% | 6,030 | $821K | No change |
| HON Honeywell International Inc. | 0.02% | 3,900 | $761K | New |
| JNJ Johnson & Johnson | 0.01% | 2,500 | $517K | No change |
| WPM Wheaton Precious Metals Corp. | 0.01% | 4,000 | $470K | No change |
| MCD McDonald's Corp. | 0.01% | 1,450 | $443K | No change |
| AXP American Express Co. | 0.01% | 1,000 | $370K | No change |
| ALGN Align Technology Inc. | 0.01% | 2,043 | $319K | Reduce -13.6% |
| EW Edwards Lifesciences Corp. | 0.01% | 3,362 | $287K | New |
| PWR Quanta Services Inc. | 0.01% | 675 | $285K | New |
| SPGI S&P Global Inc. | 0.01% | 540 | $282K | No change |
| ABBV Abbvie Inc. | 0.01% | 1,195 | $273K | Add +139.0% |
| META Meta Platforms Inc. Class A | 0.01% | 388 | $256K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 2,380 | $251K | No change |
| XOM Exxon Mobil Corp. | 0.00% | 1,900 | $229K | No change |
| DG Dollar General Corp. | 0.00% | 1,550 | $206K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 960 | $177K | No change |
| WSO Watsco Inc. | 0.00% | 472 | $159K | New |
| DE Deere & Co. | 0.00% | 325 | $151K | No change |
| KO The Coca-Cola Co. | 0.00% | 2,162 | $151K | No change |
| MTD Mettler-Toledo International | 0.00% | 106 | $148K | New |
| ECL Ecolab Inc. | 0.00% | 554 | $146K | New |
| MSCI MSCI Inc. | 0.00% | 245 | $141K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 206 | $139K | New |
| AMD Advanced Micro Devices | 0.00% | 650 | $139K | No change |
| SYK Stryker Corp. | 0.00% | 350 | $123K | No change |
| FISV Fiserv Inc. | 0.00% | 1,695 | $114K | Reduce -99.9% |
| ADSK Autodesk Inc. | 0.00% | 364 | $108K | New |
| ADBE Adobe Inc. | 0.00% | 286 | $100K | No change |
| JPM JPMorgan Chase & Co. | 0.00% | 280 | $90K | No change |
| V Visa Inc. Class A | 0.00% | 250 | $88K | No change |
| LIN Linde PLC | 0.00% | 197 | $84K | No change |
| ABT Abbott Laboratories | 0.00% | 655 | $82K | No change |
| CB Chubb Ltd. | 0.00% | 108 | $34K | No change |
| WFC Wells Fargo & Co. | 0.00% | 350 | $33K | No change |
| VZ Verizon Communications Inc. | 0.00% | 690 | $28K | No change |