| MSFT Microsoft Corp. | 10.31% | 89,316 | $37.6M | Reduce -1.6% |
| AAPL Apple Inc. | 7.78% | 165,346 | $28.4M | Reduce -15.8% |
| AMZN Amazon.com Inc. | 6.13% | 123,993 | $22.4M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 4.81% | 115,293 | $17.6M | Reduce -0.7% |
| IT Gartner Inc. | 4.08% | 31,240 | $14.9M | Reduce -1.3% |
| NVDA Nvidia Corp. | 4.07% | 16,411 | $14.8M | Add +46.6% |
| MCO Moody's Corp. | 3.97% | 36,825 | $14.5M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 3.80% | 18,915 | $13.9M | Reduce -0.4% |
| SPGI S&P Global Inc. | 3.55% | 30,403 | $12.9M | Reduce -1.7% |
| V Visa Inc. Class A | 3.54% | 46,214 | $12.9M | Reduce -1.5% |
| IDXX Idexx Laboratories Inc. | 3.35% | 22,589 | $12.2M | Reduce -1.4% |
| DHR Danaher Corp. | 3.30% | 48,170 | $12.0M | Reduce -1.4% |
| FAST Fastenal Co. | 2.84% | 134,392 | $10.4M | Reduce -1.2% |
| ROP Roper Technologies Inc. | 2.81% | 18,293 | $10.3M | Reduce -1.6% |
| ADBE Adobe Inc. | 2.65% | 19,121 | $9.6M | Reduce -1.5% |
| MA Mastercard Inc. Class A | 2.63% | 19,950 | $9.6M | Reduce -1.4% |
| VRSK Verisk Analytics Inc. | 2.62% | 40,548 | $9.6M | Reduce -1.7% |
| MSCI MSCI Inc. | 2.57% | 16,699 | $9.4M | Reduce -1.5% |
| NOW ServiceNow Inc. | 2.40% | 11,492 | $8.8M | Reduce -1.6% |
| BKNG Booking Holdings Inc. | 2.36% | 2,375 | $8.6M | Reduce -1.4% |
| TYL Tyler Technologies Inc. | 2.32% | 19,931 | $8.5M | Reduce -1.9% |
| WAT Waters Corp. | 2.03% | 21,515 | $7.4M | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 1.97% | 12,342 | $7.2M | Reduce -1.3% |
| CRM Salesforce Inc. | 1.92% | 23,296 | $7.0M | Reduce -1.5% |
| ADSK Autodesk Inc. | 1.83% | 25,583 | $6.7M | Reduce -0.9% |
| CBRE CBRE Group Inc. Class A | 1.35% | 50,699 | $4.9M | Reduce -1.6% |
| CDNS Cadence Design SYS Inc. | 1.34% | 15,707 | $4.9M | New |
| KLAC KLA Corp. | 1.30% | 6,760 | $4.7M | New |
| GOOGL Alphabet Inc. Class A | 1.08% | 26,203 | $4.0M | Reduce -5.3% |
| ALGN Align Technology Inc. | 1.06% | 11,735 | $3.8M | Reduce -0.9% |
| AON Aon PLC Class A | 0.84% | 9,201 | $3.1M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.41% | 9,469 | $1.5M | Add +0.1% |
| VLTO Veralto Corp. | 0.39% | 16,049 | $1.4M | Reduce -0.6% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 14,901 | $1.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,660 | $698K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 6,417 | $651K | Add +0.9% |
| DE Deere & Co. | 0.17% | 1,545 | $635K | No change |
| MMM 3M Co. | 0.17% | 5,817 | $617K | No change |
| MDY State Street SPDR S&P Midcap | 0.16% | 1,057 | $588K | No change |
| NKE Nike Inc. Class B | 0.12% | 4,800 | $451K | No change |
| TT Trane Technologies PLC | 0.12% | 1,500 | $450K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.12% | 4,000 | $437K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 2,149 | $410K | No change |
| VGT Vanguard Info Tech ETF | 0.10% | 700 | $367K | No change |
| GLW Corning Inc. | 0.10% | 10,937 | $360K | No change |
| ADP Automatic Data Processing | 0.10% | 1,419 | $354K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 2,757 | $337K | No change |
| AMP Ameriprise Financial Inc. | 0.09% | 720 | $316K | No change |
| AMGN Amgen Inc. | 0.09% | 1,105 | $314K | No change |
| USB US Bancorp | 0.06% | 4,949 | $221K | No change |
| VIS Vanguard Industrials ETF | 0.05% | 800 | $195K | No change |
| VHT Vanguard Health Care ETF | 0.04% | 600 | $162K | No change |
| VAW Vanguard Materials ETF | 0.04% | 700 | $143K | No change |
| VFH Vanguard Financials ETF | 0.04% | 1,300 | $133K | No change |
| VDC Vanguard Consumer Staple ETF | 0.03% | 600 | $122K | No change |
| VPU Vanguard Utilities ETF | 0.03% | 700 | $100K | No change |
| IVE iShares S&P 500 Value ETF | 0.02% | 375 | $70K | No change |
| IYW iShares Ustechnology ETF | 0.00% | 38 | $5K | New |
| IBB iShares Biotechnology ETF | 0.00% | 11 | $2K | New |
| IWB iShares Russell 1000 ETF | 0.00% | 2 | $576 | New |