| GOOG Alphabet Inc. Class C | 5.82% | 42,309 | $10.3M | Reduce -11.1% |
| MSFT Microsoft Corp. | 5.61% | 19,190 | $9.9M | Reduce -4.3% |
| CSCO Cisco Systems Inc. | 5.42% | 140,401 | $9.6M | Reduce -1.2% |
| GRC Gorman-Rupp Co. | 4.47% | 170,715 | $7.9M | No change |
| JNJ Johnson & Johnson | 4.43% | 42,301 | $7.8M | Reduce -0.3% |
| SCHW Schwab (charles) Corp. | 3.66% | 67,938 | $6.5M | Reduce -1.5% |
| WMS Advanced Drainage Systems Inc. | 3.38% | 43,179 | $6.0M | Reduce -2.6% |
| BLK BlackRock Inc. | 3.37% | 5,118 | $6.0M | Reduce -1.7% |
| ABT Abbott Laboratories | 3.25% | 43,016 | $5.8M | Reduce -3.3% |
| PGR Progressive Corp. | 3.22% | 23,094 | $5.7M | Add +315.6% |
| CRM Salesforce Inc. | 3.15% | 23,545 | $5.6M | Reduce -0.8% |
| BRC Brady Corporation Class A | 3.13% | 70,984 | $5.5M | Add +22.4% |
| NYT New York Times Co. Class A | 3.08% | 94,976 | $5.5M | Add +1.1% |
| UNP Union Pacific Corp. | 2.85% | 21,329 | $5.0M | Add +0.1% |
| PG The Procter & Gamble Co. | 2.80% | 32,312 | $5.0M | Reduce -0.0% |
| ATMU Atmus Filtration Technologie | 2.73% | 107,167 | $4.8M | Reduce -0.6% |
| BDX Becton Dickinson and Co. | 2.36% | 22,368 | $4.2M | Reduce -0.3% |
| MSA Msa Safety Inc. | 2.21% | 22,743 | $3.9M | Reduce -0.6% |
| NVS Novartis AG-Sponsored ADR | 2.12% | 29,264 | $3.8M | Reduce -0.2% |
| QGEN Qiagen N.V. | 2.10% | 83,072 | $3.7M | Reduce -1.4% |
| COO The Cooper Cos Inc. | 1.90% | 49,032 | $3.4M | Add +0.7% |
| BSY Bentley Systems Inc. Class B | 1.85% | 63,513 | $3.3M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.83% | 6,436 | $3.2M | Reduce -1.4% |
| TNC Tennant Co. | 1.81% | 39,609 | $3.2M | Add +0.1% |
| EME Emcor Group Inc. | 1.80% | 4,903 | $3.2M | Reduce -3.1% |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.59% | 66,292 | $2.8M | Reduce -0.0% |
| HOLX Hologic Inc. | 1.23% | 32,302 | $2.2M | Reduce -1.7% |
| XYL Xylem Inc. | 1.17% | 14,083 | $2.1M | Reduce -1.6% |
| A Agilent Technologies Inc. | 1.11% | 15,337 | $2.0M | Reduce -0.1% |
| WRBY Warby Parker Inc. Class A | 1.07% | 68,753 | $1.9M | Reduce -0.8% |
| AAPL Apple Inc. | 1.01% | 7,009 | $1.8M | No change |
| V Visa Inc. Class A | 0.79% | 4,094 | $1.4M | No change |
| IVV iShares Core S&P 500 ETF | 0.77% | 2,033 | $1.4M | Reduce -17.8% |
| META Meta Platforms Inc. Class A | 0.74% | 1,796 | $1.3M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.72% | 11,321 | $1.3M | No change |
| REGN Regeneron Pharmaceuticals | 0.66% | 2,076 | $1.2M | Reduce -0.6% |
| UBER Uber Technologies Inc. | 0.65% | 11,787 | $1.2M | No change |
| SUSA iShares ESG Optimized MSCI U | 0.64% | 8,378 | $1.1M | Add +0.4% |
| AMZN Amazon.com Inc. | 0.62% | 4,986 | $1.1M | No change |
| CHWY Chewy Inc. Class A | 0.62% | 27,055 | $1.1M | New |
| ABBV Abbvie Inc. | 0.56% | 4,265 | $988K | No change |
| ADP Automatic Data Processing | 0.52% | 3,125 | $917K | No change |
| MA Mastercard Inc. Class A | 0.52% | 1,605 | $913K | No change |
| GE General Electric filed as GE AEROSPACE | 0.48% | 2,835 | $853K | Reduce -0.2% |
| FIVN FIVE9 Inc. | 0.48% | 34,787 | $842K | Reduce -1.7% |
| FISV Fiserv Inc. | 0.45% | 6,242 | $805K | Reduce -0.5% |
| ALGM Allegro Microsystems Inc. | 0.41% | 25,060 | $732K | New |
| GPC Genuine Parts Co. | 0.39% | 5,000 | $693K | No change |
| PEP Pepsico Inc. | 0.37% | 4,625 | $650K | Reduce -2.1% |
| ACI Albertsons Cos Inc. Class A | 0.34% | 34,306 | $601K | Reduce -1.7% |
| BKNG Booking Holdings Inc. | 0.30% | 100 | $540K | No change |
| GLD SPDR Gold Shares | 0.28% | 1,376 | $489K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,733 | $489K | Reduce -4.3% |
| GEV GE Vernova Inc. | 0.24% | 696 | $428K | No change |
| INTC Intel Corp. | 0.23% | 11,935 | $400K | No change |
| TIP iShares Tips Bond ETF | 0.22% | 3,570 | $397K | No change |
| IAU iShares Gold Trust | 0.22% | 5,391 | $392K | No change |
| KO The Coca-Cola Co. | 0.22% | 5,915 | $392K | No change |
| PFE Pfizer Inc. | 0.22% | 15,327 | $391K | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,214 | $383K | Reduce -4.3% |
| WFC Wells Fargo & Co. | 0.22% | 4,560 | $382K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 3,315 | $380K | No change |
| VZ Verizon Communications Inc. | 0.18% | 7,061 | $310K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.15% | 2,168 | $273K | No change |
| TY Tri-Continental Corp. | 0.15% | 7,689 | $261K | No change |
| GIS General Mills Inc. | 0.15% | 5,177 | $261K | No change |
| MRK Merck & Co. Inc. | 0.14% | 2,990 | $251K | No change |
| ABNB Airbnb Inc. Class A | 0.13% | 1,910 | $232K | New |