| COST Costco Wholesale Corp. | 7.02% | 19,408 | $17.2M | Reduce -0.1% |
| TSCO Tractor Supply Company | 6.38% | 53,758 | $15.6M | Reduce -0.1% |
| V Visa Inc. Class A | 6.32% | 56,324 | $15.5M | Add +0.2% |
| WSM Williams-Sonoma Inc. | 5.69% | 90,054 | $14.0M | No change |
| ORLY O'reilly Automotive Inc. | 4.63% | 9,859 | $11.4M | Reduce -6.9% |
| PG The Procter & Gamble Co. | 4.56% | 64,519 | $11.2M | Reduce -0.1% |
| ACN Accenture PLC Class A | 4.55% | 31,570 | $11.2M | Add +0.1% |
| GD General Dynamics Corp. | 4.53% | 36,721 | $11.1M | No change |
| AAPL Apple Inc. | 4.46% | 46,926 | $10.9M | Reduce -3.3% |
| JNJ Johnson & Johnson | 4.04% | 61,208 | $9.9M | Add +0.1% |
| AMD Advanced Micro Devices | 3.86% | 57,660 | $9.5M | Add +16.3% |
| FISV Fiserv Inc. | 3.43% | 46,800 | $8.4M | Reduce -0.0% |
| WEC WEC Energy Group Inc. | 3.32% | 84,729 | $8.1M | Add +0.1% |
| ABT Abbott Laboratories | 3.09% | 66,544 | $7.6M | Add +50.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.67% | 14,240 | $6.6M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 2.60% | 38,371 | $6.4M | Add +2.8% |
| FAST Fastenal Co. | 2.40% | 82,565 | $5.9M | No change |
| CGNX Cognex Corp. | 2.38% | 143,927 | $5.8M | Add +16.1% |
| ITW Illinois Tool Works | 2.32% | 21,687 | $5.7M | No change |
| CCI Crown Castle Inc. | 2.21% | 45,651 | $5.4M | Add +0.1% |
| NE Noble Corp. PLC | 2.19% | 148,363 | $5.4M | Reduce -1.9% |
| CVX Chevron Corp. | 2.09% | 34,720 | $5.1M | Add +0.2% |
| BX Blackstone Inc. | 1.59% | 25,416 | $3.9M | Reduce -0.6% |
| KO The Coca-Cola Co. | 1.54% | 52,644 | $3.8M | No change |
| ASML ASML Holding NV-NY Reg SHS | 1.49% | 4,395 | $3.7M | Add +30.9% |
| IDA Idacorp Inc. | 1.44% | 34,255 | $3.5M | Add +0.1% |
| CHRW C.H. Robinson Worldwide Inc. | 1.02% | 22,655 | $2.5M | No change |
| LLY Eli Lilly & Co. | 0.96% | 2,655 | $2.4M | No change |
| TRMB Trimble Inc. | 0.67% | 26,435 | $1.6M | No change |
| LIN Linde PLC | 0.64% | 3,280 | $1.6M | No change |
| PAYX Paychex Inc. | 0.61% | 11,195 | $1.5M | Reduce -14.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.58% | 1,378 | $1.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.56% | 2 | $1.4M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.45% | 26,423 | $1.1M | No change |
| INTC Intel Corp. | 0.36% | 37,737 | $885K | Reduce -72.2% |
| JPM JPMorgan Chase & Co. | 0.34% | 3,940 | $831K | No change |
| MSFT Microsoft Corp. | 0.30% | 1,695 | $729K | Add +13.4% |
| UNP Union Pacific Corp. | 0.29% | 2,925 | $721K | No change |
| MCK McKesson Corp. | 0.28% | 1,400 | $692K | No change |
| FXAIX Fidelity 500 Index Fund | 0.25% | 3,028 | $608K | Add +0.2% |
| NVDA Nvidia Corp. | 0.24% | 4,800 | $583K | Add +5.5% |
| CTRA Coterra Energy Inc. | 0.22% | 22,437 | $537K | No change |
| CAT Caterpillar Inc. | 0.22% | 1,350 | $528K | Reduce -20.6% |
| AMGN Amgen Inc. | 0.17% | 1,325 | $427K | No change |
| SO The Southern Co. | 0.17% | 4,650 | $419K | No change |
| HD Home Depot Inc. | 0.17% | 1,016 | $412K | No change |
| CBSH Commerce Bancshares Inc. | 0.16% | 6,637 | $394K | No change |
| NEE Nextera Energy Inc. | 0.15% | 4,449 | $376K | Reduce -0.3% |
| SCI Service Corp. International | 0.12% | 3,700 | $292K | No change |
| OEF iShares S&P 100 ETF | 0.10% | 900 | $249K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 400 | $230K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 1,260 | $211K | No change |