 NVIDIA CORPORATIONNVDA |
| 6.98% | 6.28% | $70.1M | 350,322 | $62.8M | 360,092 | -9,770-2.71% | Reduce |
 APPLE INCAAPL |
| 6.52% | 6.55% | $65.5M | 226,342 | $65.5M | 258,050 | -31,708-12.29% | Reduce |
 MICROSOFT CORPMSFT |
| 5.2% | 5.91% | $52.2M | 140,064 | $59.1M | 159,643 | -19,579-12.26% | Reduce |
 BROADCOM INCAVGO |
| 5.11% | 4.33% | $51.3M | 135,898 | $43.3M | 139,777 | -3,879-2.78% | Reduce |
 GE AEROSPACEGE |
| 4.85% | 3.64% | $48.7M | 130,318 | $36.4M | 128,345 | +1,973+1.54% | Add |
 AMPHENOL CORPAPH |
| 4.55% | 3.67% | $45.7M | 259,042 | $36.7M | 290,461 | -31,419-10.82% | Reduce |
 VISA INCV |
| 4.32% | 4.15% | $43.4M | 126,493 | $41.4M | 137,140 | -10,647-7.76% | Reduce |
 AMAZON COM INCAMZN |
| 4.3% | 5.62% | $43.2M | 181,364 | $56.2M | 269,939 | -88,575-32.81% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.95% | 5.02% | $39.7M | 112,334 | $50.2M | 175,015 | -62,681-35.81% | Reduce |
 MOODYS CORPMCO |
| 3.86% | 4.02% | $38.7M | 85,542 | $40.2M | 92,070 | -6,528-7.09% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.83% | 3.06% | $38.5M | 80,628 | $30.6M | 90,434 | -9,806-10.84% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 3.7% | 4.06% | $37.2M | 146,288 | $40.6M | 166,000 | -19,712-11.87% | Reduce |
 AMETEK INC COMAME |
| 3.59% | 3.67% | $36.1M | 149,014 | $36.7M | 171,125 | -22,111-12.92% | Reduce |
 STRYKER CORPORATIONSYK |
| 3.54% | 3.41% | $35.6M | 113,049 | $34.1M | 103,638 | +9,411+9.08% | Add |
 LINDE PLCLIN |
| 3.53% | 3.69% | $35.5M | 68,335 | $36.9M | 74,333 | -5,998-8.07% | Reduce |
 GE VERNOVA INCGEV |
| 3.05% | 2.02% | $30.7M | 26,096 | $20.2M | 23,191 | +2,905+12.53% | Add |
 ANALOG DEVICES INC COMADI |
| 2.98% | 3.8% | $29.9M | 75,348 | $38.0M | 119,456 | -44,108-36.92% | Reduce |
 META PLATFORMS INCMETA |
| 2.76% | 3.01% | $27.7M | 49,223 | $30.1M | 52,526 | -3,303-6.29% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.7% | 2.88% | $27.1M | 54,156 | $28.8M | 60,059 | -5,903-9.83% | Reduce |
 NETFLIX INCNFLX |
| 2.64% | 2.49% | $26.6M | 371,863 | $24.9M | 259,292 | +112,571+43.41% | Add |
 ASML HLDG NVASML |
| 2.62% | 0.3% | $26.4M | 13,245 | $3.0M | 2,304 | +10,941+474.87% | Add |
 METTLER TOLEDO INTERNATIONALMTD |
| 2.46% | 2.14% | $24.7M | 19,323 | $21.4M | 17,002 | +2,321+13.65% | Add |
 TRANSDIGM GROUP INCTDG |
| 2.08% | 4.55% | $20.9M | 15,677 | $45.5M | 39,246 | -23,569-60.05% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.8% | 2.28% | $18.1M | 95,212 | $22.8M | 120,189 | -24,977-20.78% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 1.7% | 1.97% | $17.1M | 284,749 | $19.7M | 344,958 | -60,209-17.45% | Reduce |
 ORACLE CORPORCL |
| 1.63% | 1.76% | $16.4M | 111,863 | $17.6M | 119,505 | -7,642-6.39% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 1.33% | 1.54% | $13.3M | 81,434 | $15.4M | 89,283 | -7,849-8.79% | Reduce |
 STANDARDAERO INCSARO |
| 1.27% | — | $12.8M | 427,847 | $0 | 0 | +427,847 | New Buy |
 HEICO CORP NEWHEI |
| 1.14% | 1.31% | $11.4M | 32,073 | $13.1M | 47,726 | -15,653-32.80% | Reduce |
| QQXO INCQXO |
| 1.03% | 0.93% | $10.4M | 599,330 | $9.3M | 476,409 | +122,921+25.80% | Add |
 ECOLAB INCECL |
| 0.98% | 0.95% | $9.8M | 35,261 | $9.5M | 35,888 | -627-1.75% | Reduce |
 ALPHABET INCGOOGL |
| 0.02% | 0.02% | $180,472 | 505 | $211,644 | 736 | -231-31.39% | Reduce |
 NIKE INCNKE |
| <0.01% | <0.01% | $25,041 | 610 | $32,220 | 610 | 00.00% | Unchanged |
