 AMPHENOL CORPAPH |
| 4.65% | 3.86% | $11.8M | 95,320 | $9.7M | 97,820 | -2,500-2.56% | Reduce |
 HEICO CORP NEWHEI |
| 4.51% | 4.65% | $11.4M | 35,466 | $11.6M | 35,481 | -15-0.04% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.07% | 4% | $10.3M | 20,575 | $10.0M | 20,575 | 00.00% | Unchanged |
 AUTODESK INCADSK |
| 3.95% | 4.03% | $10.0M | 31,535 | $10.1M | 32,585 | -1,050-3.22% | Reduce |
 ARISTA NETWORKS INCANET |
| 3.81% | 2.72% | $9.7M | 66,400 | $6.8M | 66,600 | -200-0.30% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 3.79% | 3.47% | $9.6M | 15,263 | $8.7M | 15,798 | -535-3.39% | Reduce |
 WATTS WATER TECHNOLOGIES INCWTS |
| 3.52% | 3.25% | $8.9M | 32,000 | $8.1M | 33,050 | -1,050-3.18% | Reduce |
 S&P GLOBAL INCSPGI |
| 3.46% | 4.03% | $8.8M | 18,061 | $10.1M | 19,117 | -1,056-5.52% | Reduce |
 LINDE PLCLIN |
| 3.3% | 3.31% | $8.4M | 17,645 | $8.3M | 17,655 | -10-0.06% | Reduce |
 LENNOX INTL INCLII |
| 3.28% | 3.55% | $8.3M | 15,715 | $8.9M | 15,505 | +210+1.35% | Add |
 ROPER TECHNOLOGIES INCROP |
| 3.15% | 3.73% | $8.0M | 16,021 | $9.3M | 16,470 | -449-2.73% | Reduce |
 STERIS PLCSTE |
| 2.76% | 2.71% | $7.0M | 28,330 | $6.8M | 28,180 | +150+0.53% | Add |
 CORNING INCGLW |
| 2.74% | 1.78% | $6.9M | 84,724 | $4.5M | 84,770 | -46-0.05% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 2.52% | 2.55% | $6.4M | 18,490 | $6.4M | 18,550 | -60-0.32% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.49% | 1.86% | $6.3M | 13,012 | $4.7M | 11,472 | +1,540+13.42% | Add |
 ECOLAB INCECL |
| 2.34% | 2.33% | $5.9M | 21,660 | $5.8M | 21,660 | 00.00% | Unchanged |
 EMERSON ELEC COEMR |
| 2.27% | 2.35% | $5.8M | 43,896 | $5.9M | 44,045 | -149-0.34% | Reduce |
 WABTECWAB |
| 2.24% | 2.46% | $5.7M | 28,335 | $6.1M | 29,335 | -1,000-3.41% | Reduce |
 GE VERNOVA INCGEV |
| 2.17% | 1.95% | $5.5M | 8,956 | $4.9M | 9,221 | -265-2.87% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 2.16% | 2.2% | $5.5M | 70,400 | $5.5M | 70,450 | -50-0.07% | Reduce |
 PAYCHEX INC COMPAYX |
| 2.14% | 2.49% | $5.4M | 42,853 | $6.2M | 42,753 | +100+0.23% | Add |
 XYLEM INCXYL |
| 2.01% | 1.8% | $5.1M | 34,545 | $4.5M | 34,770 | -225-0.65% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.98% | 2% | $5.0M | 25,388 | $5.0M | 25,363 | +25+0.10% | Add |
 TRIMBLE INC COMTRMB |
| 1.91% | 1.81% | $4.9M | 59,440 | $4.5M | 59,690 | -250-0.42% | Reduce |
 LABCORP HOLDINGS INCECL |
| 1.89% | 1.89% | $4.8M | 16,705 | $4.7M | 18,055 | -1,350-7.48% | Reduce |
 BIO-TECHNE CORPTECH |
| 1.71% | 1.61% | $4.3M | 78,195 | $4.0M | 78,240 | -45-0.06% | Reduce |
 ALPHABET INCGOOGL |
| 1.66% | 1.08% | $4.2M | 17,350 | $2.7M | 15,350 | +2,000+13.03% | Add |
 NORDSON CORPNDSN |
| 1.64% | 1.76% | $4.2M | 18,315 | $4.4M | 20,479 | -2,164-10.57% | Reduce |
 GARTNER INCIT |
| 1.62% | 2.53% | $4.1M | 15,602 | $6.3M | 15,647 | -45-0.29% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 1.56% | 1.68% | $4.0M | 21,139 | $4.2M | 24,388 | -3,249-13.32% | Reduce |
 MCCORMICK & CO INC COM NON VTGMKC |
| 1.56% | 1.81% | $4.0M | 59,050 | $4.5M | 59,750 | -700-1.17% | Reduce |
 SYNOPSYS INCSNPS |
| 1.46% | 0.26% | $3.7M | 7,498 | $640,850 | 1,250 | +6,248+499.84% | Add |
| FFISERV INCFISV |
| 1.45% | 2.14% | $3.7M | 28,625 | $5.3M | 31,025 | -2,400-7.74% | Reduce |
| EENTEGRIS INCENTG |
| 1.45% | 1.07% | $3.7M | 39,830 | $2.7M | 33,180 | +6,650+20.04% | Add |
 REVVITY INCRVTY |
| 1.36% | 1.52% | $3.4M | 39,283 | $3.8M | 39,433 | -150-0.38% | Reduce |
| TTERADYNE INCTER |
| 1.11% | 0.74% | $2.8M | 20,450 | $1.9M | 20,600 | -150-0.73% | Reduce |
 PALO ALTOPANW |
| 1.08% | 0.89% | $2.7M | 13,500 | $2.2M | 10,925 | +2,575+23.57% | Add |
 VERALTO CORP COM SHSVLTO |
| 0.87% | 1.14% | $2.2M | 20,824 | $2.8M | 28,124 | -7,300-25.96% | Reduce |
| PPTC INC COMPTC |
| 0.74% | 0.62% | $1.9M | 9,230 | $1.5M | 8,980 | +250+2.78% | Add |
| EEPAM SYS INCEPAM |
| 0.72% | 0.9% | $1.8M | 12,140 | $2.3M | 12,800 | -660-5.16% | Reduce |
 APPLE INCAAPL |
| 0.7% | 0.57% | $1.8M | 6,980 | $1.4M | 6,980 | 00.00% | Unchanged |
 AXOGEN INCAXGN |
| 0.66% | 0.4% | $1.7M | 94,526 | $998,482 | 92,026 | +2,500+2.72% | Add |
 SMITH A O CORPAOS |
| 0.64% | 0.7% | $1.6M | 22,300 | $1.7M | 26,600 | -4,300-16.17% | Reduce |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.63% | 0.66% | $1.6M | 48,930 | $1.6M | 48,921 | +9+0.02% | Add |
 FORTINET INCFTNT |
| 0.52% | 0.67% | $1.3M | 15,650 | $1.7M | 15,850 | -200-1.26% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.44% | 0.54% | $1.1M | 2,500 | $1.4M | 2,500 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.34% | 0.27% | $856,698 | 3,700 | $686,794 | 3,700 | 00.00% | Unchanged |
 3M CO COMMMM |
| 0.26% | 0.25% | $650,049 | 4,189 | $637,733 | 4,189 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 0.24% | 0.21% | $597,870 | 3,573 | $521,729 | 3,573 | 00.00% | Unchanged |
 ILLINOIS TOOLITW |
| 0.2% | 0.19% | $508,482 | 1,950 | $482,137 | 1,950 | 00.00% | Unchanged |
