| AAPL Apple Inc. | 8.62% | 526,411 | $133.6M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 8.08% | 436,647 | $125.3M | Reduce -3.9% |
| JNJ Johnson & Johnson | 7.41% | 469,541 | $114.8M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 4.71% | 146,153 | $73.0M | Add +0.7% |
| MSFT Microsoft Corp. | 4.48% | 187,552 | $69.4M | Add +3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.99% | 386,623 | $61.7M | Reduce -1.8% |
| ADP Automatic Data Processing | 3.93% | 299,302 | $60.8M | Reduce -1.6% |
| KMI Kinder Morgan Inc. | 3.91% | 1,805,970 | $60.6M | Reduce -1.3% |
| PEP Pepsico Inc. | 3.59% | 358,612 | $55.7M | Add +0.3% |
| PG The Procter & Gamble Co. | 3.52% | 377,603 | $54.5M | Add +0.5% |
| MRK Merck & Co. Inc. | 3.47% | 446,639 | $53.7M | Reduce -1.1% |
| FAST Fastenal Co. | 3.42% | 1,141,131 | $52.9M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 2.78% | 206,664 | $43.0M | Add +2.1% |
| CAT Caterpillar Inc. | 2.64% | 57,721 | $40.9M | Reduce -4.4% |
| VZ Verizon Communications Inc. | 2.59% | 798,733 | $40.1M | Add +0.6% |
| KO The Coca-Cola Co. | 2.13% | 433,565 | $33.0M | Reduce -1.5% |
| LIN Linde PLC | 2.05% | 64,153 | $31.8M | Add +4.1% |
| RTO Rentokil Initial PLC-SP ADR | 2.03% | 998,337 | $31.4M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.83% | 59,238 | $28.4M | Reduce -3.7% |
| TMO Thermo Fisher Scientific Inc. | 1.46% | 45,986 | $22.6M | Add +10.2% |
| IQV Iqvia Holdings Inc. | 1.45% | 131,656 | $22.5M | Add +6.4% |
| QCOM Qualcomm Inc. | 1.43% | 172,199 | $22.2M | Reduce -1.4% |
| INTU Intuit Inc. | 1.43% | 51,074 | $22.1M | Add +0.5% |
| APD Air Products & Chemicals Inc. | 1.19% | 63,655 | $18.5M | Add +2.5% |
| SO The Southern Co. | 1.16% | 186,271 | $18.0M | Reduce -0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.14% | 480,319 | $17.7M | Reduce -1.5% |
| SNPS Synopsys Inc. | 1.14% | 44,474 | $17.6M | Add +25.6% |
| SYK Stryker Corp. | 1.13% | 53,166 | $17.5M | Add +4.0% |
| FISV Fiserv Inc. | 1.03% | 286,796 | $16.0M | Reduce -6.2% |
| ALC Alcon Inc. filed as ALCON AG | 0.99% | 203,015 | $15.3M | Add +14.6% |
| MDT Medtronic PLC | 0.87% | 156,416 | $13.6M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.87% | 173,613 | $13.5M | Reduce -4.6% |
| XOM Exxon Mobil Corp. | 0.82% | 74,908 | $12.7M | Reduce -0.5% |
| ACN Accenture PLC Class A | 0.56% | 44,046 | $8.7M | Reduce -12.3% |
| JPM JPMorgan Chase & Co. | 0.43% | 22,696 | $6.7M | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 23,114 | $6.6M | Reduce -0.1% |
| MDY State Street SPDR S&P Midcap | 0.39% | 335 | $6.1M | No change |
| COST Costco Wholesale Corp. | 0.38% | 5,952 | $5.9M | Add +2.1% |
| NVDA Nvidia Corp. | 0.35% | 31,470 | $5.5M | No change |
| ABBV Abbvie Inc. | 0.34% | 24,432 | $5.3M | Reduce -0.8% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.34% | 72,689 | $5.3M | Add +0.2% |
| RTX RTX Corp. | 0.31% | 25,282 | $4.9M | Add +17.0% |
| GPN Global Payments Inc. | 0.31% | 72,013 | $4.8M | Reduce -11.6% |
| ABT Abbott Laboratories | 0.28% | 41,870 | $4.3M | Add +23.4% |
| ECL Ecolab Inc. | 0.26% | 15,372 | $4.1M | No change |
| EMR Emerson Electric Co. | 0.26% | 30,987 | $4.1M | Reduce -0.8% |
| QSR Restaurant Brands Intern | 0.26% | 54,754 | $4.0M | Add +2.1% |
| KEYS Keysight Technologies Inc. | 0.23% | 12,718 | $3.6M | Add +6.3% |
| GEV GE Vernova Inc. | 0.22% | 3,902 | $3.4M | Reduce -0.3% |
| INTC Intel Corp. | 0.22% | 76,601 | $3.4M | Reduce -0.1% |
| WDS Woodside Energy Group-ADR | 0.21% | 136,788 | $3.3M | Reduce -6.2% |
| SHW The Sherwin-Williams Co. | 0.19% | 9,333 | $3.0M | Add +0.3% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 17,247 | $2.6M | Reduce -0.6% |
| V Visa Inc. Class A | 0.17% | 8,697 | $2.6M | No change |
| MMM 3M Co. | 0.15% | 15,510 | $2.3M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.14% | 7,520 | $2.2M | Reduce -10.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.13% | 40,355 | $2.0M | Reduce -3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 8,288 | $2.0M | No change |
| CB Chubb Ltd. | 0.12% | 5,841 | $1.9M | Add +2.2% |
| WAT Waters Corp. | 0.12% | 6,254 | $1.9M | Reduce -6.7% |
| EXPD Expeditors Intl Wash Inc. | 0.11% | 12,016 | $1.7M | Reduce -2.3% |
| UNP Union Pacific Corp. | 0.09% | 6,038 | $1.5M | Reduce -3.2% |
| DHR Danaher Corp. | 0.08% | 6,928 | $1.3M | Reduce -0.7% |
| SPGI S&P Global Inc. | 0.08% | 2,960 | $1.3M | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 327 | $1.2M | No change |
| SYY Sysco Corp. | 0.07% | 15,771 | $1.1M | No change |
| AMGN Amgen Inc. | 0.06% | 2,847 | $1.0M | No change |
| AVGO Broadcom Inc. | 0.06% | 3,167 | $980K | No change |
| STT State Street Corp. | 0.06% | 47,895 | $976K | No change |
| CVX Chevron Corp. | 0.06% | 4,518 | $935K | No change |
| PFE Pfizer Inc. | 0.04% | 22,700 | $637K | No change |
| T AT&T Inc. | 0.04% | 21,879 | $634K | Add +3.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 7,000 | $634K | Reduce -22.2% |
| IDXX Idexx Laboratories Inc. | 0.04% | 1,000 | $562K | New |
| SHOP Shopify Inc. Class A | 0.04% | 4,664 | $553K | No change |
| BMY Bristol-Myers Squibb Co. | 0.03% | 8,675 | $526K | Reduce -14.5% |
| MS Morgan Stanley | 0.03% | 3,195 | $526K | Reduce -23.8% |
| ASO Academy Sports & Outdoors Inc. | 0.03% | 8,950 | $505K | Reduce -13.1% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 9,230 | $465K | Reduce -17.8% |
| CRM Salesforce Inc. | 0.03% | 2,347 | $438K | Reduce -25.4% |
| WFC Wells Fargo & Co. | 0.03% | 5,500 | $438K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 5,065 | $432K | No change |
| ETN Eaton Corp. PLC | 0.03% | 1,176 | $421K | No change |
| LOW Lowe's Cos Inc. | 0.03% | 1,650 | $390K | Reduce -42.1% |
| MCD McDonald's Corp. | 0.02% | 1,200 | $373K | No change |
| NEE Nextera Energy Inc. | 0.02% | 3,837 | $356K | No change |
| ADBE Adobe Inc. | 0.02% | 1,428 | $347K | No change |
| HD Home Depot Inc. | 0.02% | 1,050 | $345K | Reduce -2.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.02% | 1,039 | $344K | No change |
| PANW Palo Alto Networks Inc. | 0.02% | 2,050 | $329K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 1,425 | $310K | Reduce -10.1% |
| BLK BlackRock Inc. | 0.02% | 280 | $269K | Reduce -38.5% |
| HON Honeywell International Inc. | 0.02% | 1,100 | $249K | No change |
| ITW Illinois Tool Works | 0.02% | 950 | $247K | No change |
| CTAS Cintas Corp. | 0.02% | 1,425 | $241K | No change |
| UNM Unum Group | 0.02% | 3,270 | $239K | No change |
| GWW WW Grainger Inc. | 0.01% | 211 | $230K | No change |
| AFL Aflac Inc. | 0.01% | 2,040 | $224K | Reduce -4.7% |
| MRSH Marsh & McLennan Cos | 0.01% | 1,277 | $221K | No change |
| CMI Cummins Inc. | 0.01% | 405 | $218K | Reduce -16.5% |