| V Visa Inc. Class A | 6.33% | 48,540 | $17.0M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 5.56% | 17,341 | $15.0M | Reduce -1.6% |
| AMD Advanced Micro Devices | 5.47% | 68,673 | $14.7M | Reduce -12.4% |
| WSM Williams-Sonoma Inc. | 5.17% | 77,867 | $13.9M | Reduce -1.2% |
| TSCO Tractor Supply Company | 4.90% | 263,692 | $13.2M | Reduce -1.2% |
| GD General Dynamics Corp. | 4.89% | 39,090 | $13.2M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 4.84% | 41,627 | $13.0M | Add +1.0% |
| JNJ Johnson & Johnson | 4.82% | 62,719 | $13.0M | Reduce -1.5% |
| AAPL Apple Inc. | 4.80% | 47,549 | $12.9M | Reduce -0.0% |
| ORLY O'reilly Automotive Inc. | 4.66% | 137,443 | $12.5M | Reduce -1.9% |
| WEC WEC Energy Group Inc. | 3.61% | 92,018 | $9.7M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 3.43% | 64,341 | $9.2M | Reduce -1.6% |
| ACN Accenture PLC Class A | 3.23% | 32,366 | $8.7M | Reduce -1.9% |
| LDOS Leidos Holdings Inc. | 3.21% | 47,929 | $8.6M | Reduce -1.5% |
| ABT Abbott Laboratories | 3.10% | 66,654 | $8.4M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 3.01% | 76,878 | $8.1M | Add +0.2% |
| CVX Chevron Corp. | 2.98% | 52,616 | $8.0M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.57% | 13,743 | $6.9M | Reduce -4.3% |
| FAST Fastenal Co. | 2.34% | 156,750 | $6.3M | Reduce -3.4% |
| HLI Houlihan Lokey Inc. | 2.23% | 34,375 | $6.0M | New |
| IDA Idacorp Inc. | 2.09% | 44,408 | $5.6M | Add +0.1% |
| ITW Illinois Tool Works | 1.95% | 21,250 | $5.2M | Reduce -4.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.90% | 4,770 | $5.1M | No change |
| VGSH Vanguard Short-Term Treasury | 1.51% | 69,056 | $4.1M | Reduce -0.3% |
| BX Blackstone Inc. | 1.40% | 24,398 | $3.8M | Add +0.1% |
| KO The Coca-Cola Co. | 1.39% | 53,514 | $3.7M | Reduce -0.0% |
| CHRW C.H. Robinson Worldwide Inc. | 1.35% | 22,655 | $3.6M | No change |
| LLY Eli Lilly & Co. | 1.06% | 2,655 | $2.9M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.56% | 2 | $1.5M | No change |
| TRMB Trimble Inc. | 0.56% | 19,243 | $1.5M | Reduce -5.5% |
| PAYX Paychex Inc. | 0.55% | 13,245 | $1.5M | No change |
| JPM JPMorgan Chase & Co. | 0.52% | 4,340 | $1.4M | Reduce -1.6% |
| MCK McKesson Corp. | 0.43% | 1,400 | $1.1M | No change |
| NVDA Nvidia Corp. | 0.40% | 5,700 | $1.1M | No change |
| GWW WW Grainger Inc. | 0.39% | 1,053 | $1.1M | No change |
| LIN Linde PLC | 0.39% | 2,460 | $1.0M | Reduce -19.6% |
| MSFT Microsoft Corp. | 0.30% | 1,695 | $820K | No change |
| CAT Caterpillar Inc. | 0.29% | 1,350 | $773K | No change |
| PSN Parsons Corp. | 0.26% | 11,240 | $695K | Add +270.4% |
| UNP Union Pacific Corp. | 0.25% | 2,925 | $677K | No change |
| CTRA Coterra Energy Inc. | 0.21% | 21,964 | $578K | No change |
| AMGN Amgen Inc. | 0.16% | 1,300 | $426K | No change |
| SO The Southern Co. | 0.15% | 4,650 | $405K | No change |
| CBSH Commerce Bancshares Inc. | 0.14% | 7,144 | $374K | Add +3.8% |
| NEE Nextera Energy Inc. | 0.12% | 4,070 | $327K | No change |
| GOOG Alphabet Inc. Class C | 0.10% | 860 | $270K | No change |
| HD Home Depot Inc. | 0.10% | 775 | $267K | No change |
| OEF iShares S&P 100 ETF | 0.10% | 750 | $257K | No change |
| SCI Service Corp. International | 0.09% | 3,200 | $250K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 325 | $222K | No change |
| PM Philip Morris International | 0.08% | 1,291 | $207K | No change |