| MSFT Microsoft Corp. | 10.46% | 365,302 | $154.0M | Add +12.4% |
| APH Amphenol Corp. Class A | 4.93% | 1,045,687 | $72.6M | No change |
| AXP American Express Co. | 4.64% | 230,176 | $68.3M | Add +15.0% |
| ADI Analog Devices Inc. | 4.42% | 306,282 | $65.1M | No change |
| BKNG Booking Holdings Inc. | 4.29% | 12,720 | $63.2M | Add +9.7% |
| STT State Street Corp. | 3.92% | 587,574 | $57.7M | Add +25.0% |
| ECL Ecolab Inc. | 3.68% | 231,054 | $54.1M | Add +11.2% |
| SYK Stryker Corp. | 3.43% | 140,047 | $50.4M | Add +37.5% |
| CASY Casey's General Stores Inc. | 3.27% | 121,493 | $48.1M | No change |
| AON Aon PLC Class A | 3.26% | 133,775 | $48.0M | Add +35.7% |
| TXRH Texas Roadhouse Inc. | 3.17% | 258,429 | $46.6M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.90% | 353,854 | $42.7M | No change |
| WWD Woodward Inc. | 2.84% | 251,171 | $41.8M | No change |
| MCHP Microchip Technology Inc. | 2.73% | 701,453 | $40.2M | Add +13.3% |
| ACN Accenture PLC Class A | 2.57% | 107,441 | $37.8M | Add +13.5% |
| LII Lennox International Inc. | 2.50% | 60,500 | $36.9M | Add +202.5% |
| OTIS Otis Worldwide Corp. | 2.34% | 372,053 | $34.5M | Reduce -2.0% |
| TSCO Tractor Supply Company | 2.34% | 648,320 | $34.4M | No change |
| AZO AutoZone Inc. | 2.22% | 10,207 | $32.7M | Reduce -10.5% |
| ICLR Icon PLC | 2.18% | 152,774 | $32.0M | No change |
| FDX FedEx Corp. | 2.14% | 112,070 | $31.5M | Reduce -11.3% |
| CDW CDW Corp. | 2.09% | 176,756 | $30.8M | No change |
| COR Cencora Inc. | 2.01% | 132,005 | $29.7M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.98% | 55,961 | $29.1M | Reduce -11.7% |
| BDX Becton Dickinson and Co. | 1.90% | 123,104 | $27.9M | No change |
| AWK American Water Works Co. Inc. | 1.81% | 213,662 | $26.6M | No change |
| BALL Ball Corp. | 1.74% | 465,107 | $25.6M | No change |
| PPG PPG Industries Inc. | 1.74% | 214,510 | $25.6M | Reduce -12.8% |
| ODFL Old Dominion Freight Line | 1.68% | 139,923 | $24.7M | No change |
| ATO Atmos Energy Corp. | 1.63% | 172,797 | $24.1M | Reduce -26.2% |
| AAPL Apple Inc. | 1.62% | 93,664 | $23.9M | New |
| PEP Pepsico Inc. | 1.57% | 152,298 | $23.2M | Reduce -14.1% |
| NVDA Nvidia Corp. | 1.52% | 166,952 | $22.4M | New |
| PG The Procter & Gamble Co. | 1.37% | 120,000 | $20.1M | New |
| TTC Toro Co. | 1.35% | 247,525 | $19.8M | Reduce -30.2% |
| BAX Baxter International Inc. | 1.25% | 628,463 | $18.3M | Reduce -14.0% |
| DG Dollar General Corp. | 0.50% | 97,892 | $7.4M | Reduce -54.8% |