| V Visa Inc. Class A | 6.62% | 56,156 | $15.7M | Reduce -0.2% |
| WSM Williams-Sonoma Inc. | 6.06% | 45,157 | $14.3M | Reduce -9.7% |
| TSCO Tractor Supply Company | 5.95% | 53,823 | $14.1M | Reduce -9.5% |
| COST Costco Wholesale Corp. | 5.93% | 19,172 | $14.0M | Reduce -0.2% |
| ORLY O'reilly Automotive Inc. | 5.05% | 10,591 | $12.0M | Reduce -10.0% |
| ACN Accenture PLC Class A | 4.59% | 31,355 | $10.9M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 4.43% | 64,589 | $10.5M | Add +0.0% |
| GD General Dynamics Corp. | 4.38% | 36,721 | $10.4M | Add +0.1% |
| JNJ Johnson & Johnson | 4.08% | 61,077 | $9.7M | Reduce -0.0% |
| AAPL Apple Inc. | 3.90% | 53,846 | $9.2M | Reduce -0.0% |
| AMD Advanced Micro Devices | 3.78% | 49,591 | $9.0M | Reduce -13.3% |
| NE Noble Corp. PLC | 3.09% | 150,663 | $7.3M | Add +26.3% |
| WEC WEC Energy Group Inc. | 2.92% | 84,214 | $6.9M | Add +269.6% |
| FAST Fastenal Co. | 2.70% | 82,790 | $6.4M | Reduce -0.4% |
| INTC Intel Corp. | 2.55% | 136,556 | $6.0M | Reduce -0.1% |
| ABT Abbott Laboratories | 2.54% | 52,825 | $6.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.53% | 14,232 | $6.0M | Reduce -0.1% |
| ITW Illinois Tool Works | 2.46% | 21,687 | $5.8M | No change |
| GOOGL Alphabet Inc. Class A | 2.37% | 37,246 | $5.6M | No change |
| CVX Chevron Corp. | 2.30% | 34,490 | $5.4M | Add +355.0% |
| CCI Crown Castle Inc. | 2.26% | 50,651 | $5.4M | Reduce -0.2% |
| CGNX Cognex Corp. | 2.22% | 124,062 | $5.3M | No change |
| FISV Fiserv Inc. | 2.10% | 31,125 | $5.0M | Reduce -0.1% |
| BX Blackstone Inc. | 1.42% | 25,566 | $3.4M | Reduce -1.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.38% | 3,358 | $3.3M | No change |
| KO The Coca-Cola Co. | 1.35% | 52,369 | $3.2M | Reduce -0.2% |
| IDA Idacorp Inc. | 1.31% | 33,455 | $3.1M | Add +0.1% |
| NKE Nike Inc. Class B | 1.26% | 31,630 | $3.0M | No change |
| LLY Eli Lilly & Co. | 0.87% | 2,655 | $2.1M | Reduce -2.8% |
| CHRW C.H. Robinson Worldwide Inc. | 0.73% | 22,655 | $1.7M | No change |
| TRMB Trimble Inc. | 0.72% | 26,435 | $1.7M | No change |
| PAYX Paychex Inc. | 0.68% | 13,045 | $1.6M | No change |
| LIN Linde PLC | 0.64% | 3,280 | $1.5M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.61% | 26,423 | $1.4M | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.59% | 1,378 | $1.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 2 | $1.3M | No change |
| JPM JPMorgan Chase & Co. | 0.33% | 3,940 | $789K | No change |
| MCK McKesson Corp. | 0.32% | 1,400 | $752K | No change |
| UNP Union Pacific Corp. | 0.30% | 2,925 | $719K | No change |
| MSFT Microsoft Corp. | 0.27% | 1,495 | $629K | No change |
| CTRA Coterra Energy Inc. | 0.26% | 22,437 | $626K | No change |
| CAT Caterpillar Inc. | 0.26% | 1,700 | $623K | No change |
| FXAIX Fidelity 500 Index Fund | 0.23% | 3,012 | $551K | No change |
| HD Home Depot Inc. | 0.16% | 1,016 | $390K | No change |
| AMGN Amgen Inc. | 0.16% | 1,325 | $377K | No change |
| CBSH Commerce Bancshares Inc. | 0.15% | 6,637 | $353K | No change |
| SO The Southern Co. | 0.14% | 4,650 | $334K | No change |
| NEE Nextera Energy Inc. | 0.12% | 4,464 | $285K | No change |
| SCI Service Corp. International | 0.12% | 3,700 | $275K | No change |
| FITB Fifth Third Bancorp | 0.11% | 6,850 | $255K | No change |
| OEF iShares S&P 100 ETF | 0.09% | 900 | $223K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 400 | $209K | New |