| AAPL Apple Inc. | 8.53% | 568,143 | $132.1M | Reduce -1.7% |
| ADP Automatic Data Processing | 5.85% | 326,914 | $90.5M | Reduce -0.8% |
| JNJ Johnson & Johnson | 5.28% | 504,770 | $81.8M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 5.19% | 480,193 | $80.3M | Add +0.0% |
| MSFT Microsoft Corp. | 5.15% | 185,867 | $79.7M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 4.73% | 148,141 | $73.2M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 4.32% | 386,149 | $66.9M | Reduce -2.5% |
| FISV Fiserv Inc. | 3.92% | 337,043 | $60.6M | Reduce -0.2% |
| PEP Pepsico Inc. | 3.90% | 354,590 | $60.3M | Reduce -1.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 3.75% | 488,210 | $58.1M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 3.36% | 457,177 | $52.0M | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.06% | 403,375 | $47.4M | Reduce -0.4% |
| FAST Fastenal Co. | 2.67% | 580,009 | $41.4M | Reduce -0.8% |
| KMI Kinder Morgan Inc. | 2.63% | 1,842,668 | $40.7M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 2.37% | 196,969 | $36.7M | Add +3.9% |
| KO The Coca-Cola Co. | 2.18% | 469,989 | $33.8M | Reduce -2.6% |
| VZ Verizon Communications Inc. | 2.12% | 729,410 | $32.8M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.07% | 69,731 | $32.1M | Reduce -1.3% |
| CAT Caterpillar Inc. | 2.07% | 81,892 | $32.0M | Reduce -4.2% |
| INTU Intuit Inc. | 2.04% | 50,845 | $31.5M | Reduce -0.9% |
| LIN Linde PLC | 1.77% | 57,542 | $27.4M | Reduce -0.2% |
| ACN Accenture PLC Class A | 1.77% | 77,624 | $27.4M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 1.69% | 154,141 | $26.2M | Add +3.8% |
| IQV Iqvia Holdings Inc. | 1.62% | 106,245 | $25.1M | Add +1.8% |
| SYK Stryker Corp. | 1.18% | 50,473 | $18.2M | Reduce -0.7% |
| RTO Rentokil Initial PLC-SP ADR | 1.15% | 714,726 | $17.8M | Add +7.3% |
| ALC Alcon Inc. filed as ALCON AG | 1.14% | 175,938 | $17.6M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 1.12% | 324,712 | $17.3M | Reduce -1.9% |
| SO The Southern Co. | 1.11% | 191,302 | $17.3M | Reduce -0.5% |
| MDT Medtronic PLC | 0.92% | 158,397 | $14.3M | Reduce -4.2% |
| TMO Thermo Fisher Scientific Inc. | 0.90% | 22,625 | $14.0M | Add +10.2% |
| APD Air Products & Chemicals Inc. | 0.90% | 46,960 | $13.9M | Add +5.4% |
| GPN Global Payments Inc. | 0.62% | 94,291 | $9.7M | Add +4.5% |
| CVS CVS Health Corp. | 0.61% | 150,965 | $9.5M | Reduce -17.7% |
| XOM Exxon Mobil Corp. | 0.59% | 77,812 | $9.1M | Reduce -4.0% |
| AZPN Aspen Technology Inc. | 0.46% | 29,776 | $7.1M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.34% | 26,600 | $5.3M | Reduce -2.3% |
| EXPD Expeditors Intl Wash Inc. | 0.33% | 38,291 | $5.0M | Reduce -13.9% |
| STT State Street Corp. | 0.31% | 55,007 | $4.9M | Reduce -11.2% |
| JPM JPMorgan Chase & Co. | 0.30% | 22,393 | $4.7M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.30% | 5,232 | $4.6M | Add +19.4% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 24,358 | $4.6M | Reduce -0.2% |
| NVS Novartis AG-Sponsored ADR | 0.28% | 37,347 | $4.3M | Reduce -1.2% |
| ABT Abbott Laboratories | 0.26% | 35,927 | $4.1M | Reduce -1.7% |
| EMR Emerson Electric Co. | 0.26% | 36,312 | $4.0M | Reduce -5.1% |
| ECL Ecolab Inc. | 0.25% | 15,445 | $3.9M | Reduce -1.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.25% | 47,142 | $3.9M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.25% | 31,940 | $3.9M | Reduce -8.6% |
| SHW The Sherwin-Williams Co. | 0.25% | 10,158 | $3.9M | No change |
| WAT Waters Corp. | 0.23% | 9,802 | $3.5M | Reduce -0.5% |
| BHP BHP Group Ltd.-Spon ADR | 0.23% | 56,114 | $3.5M | Add +1.9% |
| ADBE Adobe Inc. | 0.18% | 5,426 | $2.8M | Add +18.6% |
| RTX RTX Corp. | 0.17% | 22,232 | $2.7M | No change |
| WDS Woodside Energy Group-ADR | 0.17% | 150,766 | $2.6M | Reduce -41.7% |
| DHR Danaher Corp. | 0.16% | 9,184 | $2.6M | Add +23.4% |
| V Visa Inc. Class A | 0.16% | 8,926 | $2.5M | Add +58.2% |
| MMM 3M Co. | 0.14% | 16,390 | $2.2M | No change |
| INTC Intel Corp. | 0.13% | 86,818 | $2.0M | Reduce -5.7% |
| SYY Sysco Corp. | 0.12% | 23,675 | $1.8M | Reduce -7.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 8,158 | $1.8M | No change |
| QSR Restaurant Brands Intern | 0.11% | 24,453 | $1.8M | Add +23.3% |
| SPGI S&P Global Inc. | 0.11% | 3,378 | $1.7M | Add +3.0% |
| GOOGL Alphabet Inc. Class A | 0.10% | 9,495 | $1.6M | Add +46.2% |
| PFE Pfizer Inc. | 0.10% | 52,133 | $1.5M | No change |
| AMGN Amgen Inc. | 0.09% | 4,144 | $1.3M | Reduce -2.4% |
| CB Chubb Ltd. | 0.09% | 4,572 | $1.3M | No change |
| UNP Union Pacific Corp. | 0.07% | 4,500 | $1.1M | Reduce -9.1% |
| GEV GE Vernova Inc. | 0.07% | 4,016 | $1.0M | Reduce -15.9% |
| KEYS Keysight Technologies Inc. | 0.07% | 6,449 | $1.0M | Add +50.9% |
| CL Colgate-Palmolive Co. | 0.06% | 9,050 | $939K | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 1,486 | $853K | No change |
| CRM Salesforce Inc. | 0.05% | 2,805 | $768K | Add +89.5% |
| CVX Chevron Corp. | 0.04% | 4,677 | $689K | Reduce -7.0% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 12,895 | $667K | No change |
| NAPA The Duckhorn Portfolio Inc. | 0.04% | 104,000 | $599K | New |
| AVGO Broadcom Inc. | 0.04% | 3,220 | $555K | Reduce -4.5% |
| SHOP Shopify Inc. Class A | 0.03% | 6,500 | $521K | New |
| T AT&T Inc. | 0.03% | 22,796 | $502K | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.03% | 4,965 | $484K | No change |
| HD Home Depot Inc. | 0.03% | 1,192 | $483K | Reduce -12.9% |
| GIS General Mills Inc. | 0.03% | 6,155 | $455K | Reduce -3.1% |
| MCD McDonald's Corp. | 0.03% | 1,450 | $442K | Reduce -7.8% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,990 | $440K | Reduce -15.0% |
| NKE Nike Inc. Class B | 0.03% | 4,876 | $431K | Reduce -14.8% |
| NEE Nextera Energy Inc. | 0.03% | 4,966 | $420K | Add +7.5% |
| SOLV Solventum Corp. | 0.03% | 6,015 | $419K | Reduce -2.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.02% | 1,375 | $378K | New |
| WBD Warner Bros Discovery Inc. | 0.02% | 44,843 | $370K | Reduce -0.8% |
| WFC Wells Fargo & Co. | 0.02% | 6,200 | $350K | No change |
| EW Edwards Lifesciences Corp. | 0.02% | 5,050 | $333K | No change |
| CTAS Cintas Corp. | 0.02% | 1,600 | $329K | No change |
| AMT American Tower Corp. | 0.02% | 1,375 | $320K | New |
| ASO Academy Sports & Outdoors Inc. | 0.02% | 5,350 | $303K | New |
| NOW ServiceNow Inc. | 0.02% | 330 | $295K | No change |
| MRSH Marsh & McLennan Cos | 0.02% | 1,277 | $285K | No change |
| ITW Illinois Tool Works | 0.02% | 1,075 | $282K | No change |
| AFL Aflac Inc. | 0.02% | 2,440 | $273K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 6,164 | $259K | No change |
| CARR Carrier Global Corp. | 0.02% | 2,950 | $237K | New |
| AWK American Water Works Co. Inc. | 0.01% | 1,500 | $219K | New |