| APH Amphenol Corp. Class A | 7.28% | 159,090 | $21.5M | Reduce -1.1% |
| MSFT Microsoft Corp. | 6.58% | 40,196 | $19.4M | Reduce -1.2% |
| AAPL Apple Inc. | 6.42% | 69,738 | $19.0M | Reduce -2.1% |
| ORCL Oracle Corp. | 4.84% | 73,287 | $14.3M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 4.57% | 12,545 | $13.5M | Reduce -4.4% |
| NVDA Nvidia Corp. | 4.47% | 70,740 | $13.2M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 3.67% | 46,964 | $10.8M | Reduce -3.5% |
| MA Mastercard Inc. Class A | 3.35% | 17,339 | $9.9M | Reduce -5.5% |
| JPM JPMorgan Chase & Co. | 3.30% | 30,205 | $9.7M | No change |
| AME Ametek Inc. | 2.87% | 41,332 | $8.5M | No change |
| ROL Rollins Inc. | 2.66% | 130,795 | $7.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.03% | 11,916 | $6.0M | No change |
| GGG Graco Inc. | 2.02% | 72,699 | $6.0M | No change |
| ORLY O'reilly Automotive Inc. | 1.98% | 64,020 | $5.8M | No change |
| MS Morgan Stanley | 1.97% | 32,814 | $5.8M | No change |
| COP Conocophillips | 1.94% | 61,338 | $5.7M | Reduce -3.2% |
| SEIC Sei Investments Company | 1.91% | 68,700 | $5.6M | No change |
| ABBV Abbvie Inc. | 1.80% | 23,281 | $5.3M | No change |
| LMT Lockheed Martin Corp. | 1.70% | 10,404 | $5.0M | Reduce -2.1% |
| EXPD Expeditors Intl Wash Inc. | 1.68% | 33,271 | $5.0M | No change |
| SYK Stryker Corp. | 1.55% | 13,000 | $4.6M | No change |
| TTC Toro Co. | 1.48% | 55,463 | $4.4M | No change |
| CPRT Copart Inc. | 1.47% | 110,683 | $4.3M | Reduce -49.4% |
| WFC Wells Fargo & Co. | 1.45% | 45,970 | $4.3M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.38% | 13,400 | $4.1M | No change |
| WMT Walmart Inc. | 1.37% | 36,342 | $4.0M | No change |
| AVGO Broadcom Inc. | 1.34% | 11,400 | $3.9M | No change |
| PEP Pepsico Inc. | 1.33% | 27,289 | $3.9M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 1.26% | 54,822 | $3.7M | Reduce -0.7% |
| AXP American Express Co. | 1.25% | 9,968 | $3.7M | No change |
| AON Aon PLC Class A | 1.19% | 9,967 | $3.5M | No change |
| META Meta Platforms Inc. Class A | 1.16% | 5,210 | $3.4M | No change |
| ACN Accenture PLC Class A | 1.13% | 12,456 | $3.3M | Reduce -37.4% |
| NEU Newmarket Corp. | 1.12% | 4,808 | $3.3M | No change |
| CBRE CBRE Group Inc. Class A | 1.09% | 20,105 | $3.2M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.99% | 19,109 | $2.9M | Reduce -9.2% |
| DHR Danaher Corp. | 0.93% | 12,033 | $2.8M | No change |
| AMGN Amgen Inc. | 0.93% | 8,400 | $2.7M | No change |
| MRSH Marsh & McLennan Cos | 0.88% | 14,064 | $2.6M | No change |
| GOOGL Alphabet Inc. Class A | 0.84% | 7,920 | $2.5M | No change |
| ABT Abbott Laboratories | 0.83% | 19,494 | $2.4M | No change |
| SLGN Silgan Holdings Inc. | 0.80% | 58,335 | $2.4M | Reduce -8.5% |
| JNJ Johnson & Johnson | 0.77% | 11,014 | $2.3M | No change |
| XOM Exxon Mobil Corp. | 0.73% | 17,930 | $2.2M | No change |
| CTSH Cognizant Tech Solutions-A | 0.64% | 22,650 | $1.9M | No change |
| PKG Packaging Corp. of America | 0.63% | 9,071 | $1.9M | No change |
| COST Costco Wholesale Corp. | 0.53% | 1,800 | $1.6M | No change |
| GPN Global Payments Inc. | 0.48% | 18,219 | $1.4M | Reduce -10.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.47% | 27,073 | $1.4M | Reduce -27.9% |
| NKE Nike Inc. Class B | 0.42% | 19,380 | $1.2M | Reduce -40.7% |
| UNH Unitedhealth Group Inc. | 0.41% | 3,692 | $1.2M | Reduce -11.6% |
| BDX Becton Dickinson and Co. | 0.40% | 6,155 | $1.2M | No change |
| CNI Canadian Natl Railway Co. | 0.34% | 10,126 | $1.0M | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.34% | 9,731 | $996K | No change |
| KMB Kimberly-Clark Corp. | 0.28% | 8,303 | $838K | Reduce -10.9% |
| PII Polaris Inc. | 0.23% | 10,731 | $679K | No change |
| PGR Progressive Corp. | 0.17% | 2,238 | $510K | No change |
| VLTO Veralto Corp. | 0.11% | 3,358 | $335K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,070 | $317K | No change |
| SHW The Sherwin-Williams Co. | 0.11% | 971 | $315K | No change |