| GOOG Alphabet Inc. Class C | 6.03% | 48,334 | $9.2M | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 5.55% | 143,248 | $8.5M | Reduce -1.0% |
| ABT Abbott Laboratories | 4.26% | 57,583 | $6.5M | Reduce -0.2% |
| GRC Gorman-Rupp Co. | 4.24% | 170,715 | $6.5M | No change |
| JNJ Johnson & Johnson | 4.19% | 44,304 | $6.4M | Reduce -7.4% |
| ALC Alcon Inc. filed as ALCON AG | 3.97% | 71,363 | $6.1M | Reduce -0.3% |
| CRM Salesforce Inc. | 3.60% | 16,462 | $5.5M | Reduce -0.9% |
| BDX Becton Dickinson and Co. | 3.37% | 22,681 | $5.1M | Reduce -0.1% |
| NYT New York Times Co. Class A | 3.22% | 94,465 | $4.9M | Reduce -0.1% |
| HSY The Hershey Co. | 3.17% | 28,625 | $4.8M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 3.09% | 28,191 | $4.7M | Reduce -9.9% |
| NVS Novartis AG-Sponsored ADR | 3.08% | 48,350 | $4.7M | Reduce -0.0% |
| ATMU Atmus Filtration Technologie | 2.76% | 107,629 | $4.2M | Reduce -0.1% |
| SCHW Schwab (charles) Corp. | 2.74% | 56,630 | $4.2M | Add +0.1% |
| BRC Brady Corporation Class A | 2.64% | 54,509 | $4.0M | Add +50.2% |
| QGEN Qiagen NV | 2.55% | 87,583 | $3.9M | Add +1.9% |
| MSA Msa Safety Inc. | 2.50% | 23,066 | $3.8M | Reduce -0.1% |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.41% | 67,084 | $3.7M | Reduce -0.1% |
| HOLX Hologic Inc. | 2.30% | 48,658 | $3.5M | Reduce -0.1% |
| TNC Tennant Co. | 2.11% | 39,563 | $3.2M | Reduce -0.1% |
| UL Unilever PLC | 2.08% | 56,066 | $3.2M | Reduce -0.0% |
| MSFT Microsoft Corp. | 2.02% | 7,318 | $3.1M | Reduce -13.2% |
| BSY Bentley Systems Inc. Class B | 1.95% | 63,856 | $3.0M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.95% | 6,555 | $3.0M | Reduce -3.0% |
| EME Emcor Group Inc. | 1.66% | 5,596 | $2.5M | Reduce -17.6% |
| A Agilent Technologies Inc. | 1.37% | 15,611 | $2.1M | Reduce -2.8% |
| AAPL Apple Inc. | 1.15% | 7,009 | $1.8M | Reduce -2.3% |
| XYL Xylem Inc. | 1.08% | 14,270 | $1.7M | Add +1.1% |
| WRBY Warby Parker Inc. Class A | 1.06% | 66,642 | $1.6M | Reduce -2.1% |
| TECH Bio-Techne Corp. | 0.99% | 20,890 | $1.5M | Add +0.2% |
| REGN Regeneron Pharmaceuticals | 0.95% | 2,035 | $1.4M | Reduce -0.1% |
| FIVN FIVE9 Inc. | 0.94% | 35,389 | $1.4M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 0.92% | 2,387 | $1.4M | Reduce -7.0% |
| V Visa Inc. Class A | 0.87% | 4,225 | $1.3M | No change |
| FISV Fiserv Inc. | 0.80% | 5,976 | $1.2M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.80% | 11,321 | $1.2M | No change |
| AMZN Amazon.com Inc. | 0.72% | 4,986 | $1.1M | No change |
| META Meta Platforms Inc. Class A | 0.69% | 1,810 | $1.1M | No change |
| SUSA iShares ESG Optimized MSCI U | 0.63% | 7,936 | $965K | Reduce -0.3% |
| ADP Automatic Data Processing | 0.60% | 3,125 | $915K | No change |
| LNN Lindsay Corp. | 0.57% | 7,378 | $873K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.55% | 1,605 | $845K | No change |
| PGR Progressive Corp. | 0.54% | 3,429 | $822K | No change |
| ABBV Abbvie Inc. | 0.52% | 4,500 | $800K | No change |
| WMS Advanced Drainage Systems Inc. | 0.52% | 6,851 | $792K | Reduce -0.6% |
| PEP Pepsico Inc. | 0.47% | 4,725 | $718K | No change |
| ACI Albertsons Cos Inc. Class A | 0.46% | 36,035 | $708K | Add +0.4% |
| NBIX Neurocrine Biosciences Inc. | 0.43% | 4,763 | $650K | New |
| GPC Genuine Parts Co. | 0.38% | 5,000 | $584K | No change |
| BKNG Booking Holdings Inc. | 0.33% | 100 | $497K | No change |
| GE General Electric filed as GE AEROSPACE | 0.32% | 2,970 | $495K | No change |
| PFE Pfizer Inc. | 0.27% | 15,827 | $420K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,810 | $398K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 3,555 | $396K | Reduce -3.4% |
| UNP Union Pacific Corp. | 0.25% | 1,675 | $382K | No change |
| TIP iShares Tips Bond ETF | 0.25% | 3,572 | $381K | No change |
| KO The Coca-Cola Co. | 0.24% | 5,915 | $368K | No change |
| T AT&T Inc. | 0.22% | 14,637 | $333K | Reduce -2.1% |
| GIS General Mills Inc. | 0.22% | 5,178 | $330K | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.21% | 4,560 | $320K | No change |
| MRK Merck & Co. Inc. | 0.20% | 3,090 | $307K | No change |
| JPM JPMorgan Chase & Co. | 0.20% | 1,269 | $304K | No change |
| VZ Verizon Communications Inc. | 0.18% | 7,061 | $282K | Add +2.6% |
| GEV GE Vernova Inc. | 0.18% | 835 | $275K | No change |
| IAU iShares Gold Trust | 0.17% | 5,328 | $264K | No change |
| TY Tri-Continental Corp. | 0.16% | 7,689 | $244K | No change |
| INTC Intel Corp. | 0.16% | 11,935 | $239K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.16% | 2,168 | $239K | No change |
| CAMT Camtek Ltd. | 0.15% | 2,786 | $225K | Add +10.8% |
| RVTY Revvity Inc. | 0.15% | 2,013 | $225K | No change |