| COST Costco Wholesale Corp. | 7.40% | 19,289 | $17.7M | Reduce -0.6% |
| V Visa Inc. Class A | 7.37% | 55,689 | $17.6M | Reduce -1.1% |
| WSM Williams-Sonoma Inc. | 6.94% | 89,479 | $16.6M | Reduce -0.6% |
| TSCO Tractor Supply Company | 5.94% | 267,390 | $14.2M | Reduce -0.5% |
| ORLY O'reilly Automotive Inc. | 4.87% | 9,814 | $11.6M | Reduce -0.5% |
| AAPL Apple Inc. | 4.87% | 46,429 | $11.6M | Reduce -1.1% |
| ACN Accenture PLC Class A | 4.65% | 31,570 | $11.1M | No change |
| PG The Procter & Gamble Co. | 4.51% | 64,222 | $10.8M | Reduce -0.5% |
| GD General Dynamics Corp. | 4.02% | 36,461 | $9.6M | Reduce -0.7% |
| FISV Fiserv Inc. | 3.96% | 45,970 | $9.4M | Reduce -1.8% |
| JNJ Johnson & Johnson | 3.69% | 60,970 | $8.8M | Reduce -0.4% |
| WEC WEC Energy Group Inc. | 3.30% | 83,674 | $7.9M | Reduce -1.3% |
| ABT Abbott Laboratories | 3.11% | 65,589 | $7.4M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 3.02% | 38,148 | $7.2M | Reduce -0.6% |
| CVX Chevron Corp. | 3.02% | 49,800 | $7.2M | Add +43.4% |
| AMD Advanced Micro Devices | 2.92% | 57,660 | $7.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.68% | 14,093 | $6.4M | Reduce -1.0% |
| FAST Fastenal Co. | 2.45% | 81,315 | $5.8M | Reduce -1.5% |
| ITW Illinois Tool Works | 2.30% | 21,687 | $5.5M | No change |
| CGNX Cognex Corp. | 2.19% | 145,732 | $5.2M | Add +1.3% |
| BX Blackstone Inc. | 1.83% | 25,291 | $4.4M | Reduce -0.5% |
| CCI Crown Castle Inc. | 1.71% | 44,951 | $4.1M | Reduce -1.5% |
| IDA Idacorp Inc. | 1.56% | 33,985 | $3.7M | Reduce -0.8% |
| KO The Coca-Cola Co. | 1.37% | 52,569 | $3.3M | Reduce -0.1% |
| ASML ASML Holding NV-NY Reg SHS | 1.31% | 4,518 | $3.1M | Add +2.8% |
| CHRW C.H. Robinson Worldwide Inc. | 0.98% | 22,655 | $2.3M | No change |
| LLY Eli Lilly & Co. | 0.86% | 2,655 | $2.0M | No change |
| TRMB Trimble Inc. | 0.78% | 26,190 | $1.9M | Reduce -0.9% |
| PAYX Paychex Inc. | 0.66% | 11,195 | $1.6M | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.61% | 1,378 | $1.5M | No change |
| LIN Linde PLC | 0.58% | 3,280 | $1.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.57% | 2 | $1.4M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.41% | 25,805 | $989K | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.40% | 3,940 | $944K | No change |
| MCK McKesson Corp. | 0.33% | 1,400 | $798K | No change |
| MSFT Microsoft Corp. | 0.30% | 1,695 | $714K | No change |
| UNP Union Pacific Corp. | 0.28% | 2,925 | $667K | No change |
| NVDA Nvidia Corp. | 0.27% | 4,800 | $645K | No change |
| FXAIX Fidelity 500 Index Fund | 0.26% | 3,048 | $622K | Add +0.7% |
| CTRA Coterra Energy Inc. | 0.24% | 21,996 | $562K | Reduce -2.0% |
| CAT Caterpillar Inc. | 0.21% | 1,350 | $490K | No change |
| CBSH Commerce Bancshares Inc. | 0.18% | 6,968 | $434K | Add +5.0% |
| HD Home Depot Inc. | 0.17% | 1,016 | $395K | No change |
| SO The Southern Co. | 0.16% | 4,650 | $383K | No change |
| AMGN Amgen Inc. | 0.14% | 1,325 | $345K | No change |
| NEE Nextera Energy Inc. | 0.13% | 4,394 | $315K | Reduce -1.2% |
| SCI Service Corp. International | 0.12% | 3,700 | $295K | No change |
| OEF iShares S&P 100 ETF | 0.11% | 900 | $260K | No change |
| GOOG Alphabet Inc. Class C | 0.10% | 1,260 | $240K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 400 | $234K | No change |
| VFIAX Vanguard 500 Index-Adm | 0.07% | 312 | $169K | New |