 APPLE INCAAPL |
| 7.14% | 7.11% | $25.9M | 89,665 | $23.0M | 90,620 | -955-1.05% | Reduce |
 ALPHABET INCGOOGL |
| 4.13% | 3.76% | $15.0M | 41,959 | $12.2M | 42,267 | -308-0.73% | Reduce |
 META PLATFORMS INCMETA |
| 3.88% | 4.42% | $14.1M | 25,024 | $14.3M | 25,024 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 3.75% | 3.52% | $13.6M | 38,527 | $11.4M | 39,727 | -1,200-3.02% | Reduce |
 MICROSOFT CORPMSFT |
| 2.86% | 3.2% | $10.4M | 27,896 | $10.3M | 27,946 | -50-0.18% | Reduce |
| QQUALCOMM INCQCOM |
| 2.84% | 2.23% | $10.3M | 55,840 | $7.2M | 55,937 | -97-0.17% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 2.72% | 2.75% | $9.9M | 19,931 | $8.9M | 19,956 | -25-0.13% | Reduce |
 NETAPP INCNTAP |
| 2.34% | 1.74% | $8.5M | 55,037 | $5.6M | 55,034 | +3+0.01% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 2.13% | 2.64% | $7.7M | 61,319 | $8.5M | 61,338 | -19-0.03% | Reduce |
 CISCO SYS INCCSCO |
| 2.12% | 1.58% | $7.7M | 65,557 | $5.1M | 65,828 | -271-0.41% | Reduce |
| CC H ROBINSON WORLDWIDE INCHRW |
| 2.08% | 2.08% | $7.6M | 40,129 | $6.7M | 40,456 | -327-0.81% | Reduce |
 INCYTE CORPINCY |
| 2.03% | 1.89% | $7.4M | 65,133 | $6.1M | 65,158 | -25-0.04% | Reduce |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 1.99% | 2% | $7.2M | 212,978 | $6.5M | 214,978 | -2,000-0.93% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.73% | 1.27% | $6.3M | 15,160 | $4.1M | 15,159 | +1+0.01% | Add |
 EXPEDIA GROUP INCEXPE |
| 1.66% | 1.66% | $6.0M | 37,106 | $5.4M | 37,403 | -297-0.79% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 1.63% | 2.27% | $5.9M | 9,491 | $7.3M | 9,491 | 00.00% | Unchanged |
 PRICE T ROWE GROUP INC COMTROW |
| 1.51% | 1.34% | $5.5M | 48,258 | $4.4M | 48,278 | -20-0.04% | Reduce |
 WALMART INCWMT |
| 1.43% | 1.77% | $5.2M | 45,895 | $5.7M | 46,104 | -209-0.45% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.43% | 1.54% | $5.2M | 10,378 | $5.0M | 10,378 | 00.00% | Unchanged |
 ASTRAZENECA PLCAZN |
| 1.42% | 1.66% | $5.2M | 27,221 | $5.4M | 27,296 | -75-0.27% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.37% | 1.33% | $5.0M | 17,733 | $4.3M | 17,731 | +2+0.01% | Add |
 AMGEN INC COMAMGN |
| 1.29% | 1.4% | $4.7M | 12,935 | $4.5M | 12,884 | +51+0.40% | Add |
 EURONET WORLDWIDE INCEEFT |
| 1.24% | 1.26% | $4.5M | 61,636 | $4.1M | 61,436 | +200+0.33% | Add |
| GGENMAB A/S SPONSORED ADSGMAB |
| 1.22% | 1.33% | $4.4M | 160,910 | $4.3M | 160,910 | 00.00% | Unchanged |
 CINTAS CORP COMCTAS |
| 1.17% | 1.3% | $4.2M | 24,933 | $4.2M | 24,933 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 1.11% | 0.4% | $4.0M | 28,942 | $1.3M | 29,002 | -60-0.21% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.11% | 1.18% | $4.0M | 20,113 | $3.8M | 21,813 | -1,700-7.79% | Reduce |
 ABBVIE INCABBV |
| 1.06% | 1.04% | $3.9M | 15,376 | $3.4M | 15,498 | -122-0.79% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.97% | 1.07% | $3.5M | 13,954 | $3.5M | 14,128 | -174-1.23% | Reduce |
 ZOETIS INC CL AZTS |
| 0.97% | — | $3.5M | 49,190 | $0 | 0 | +49,190 | New Buy |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.93% | 1.02% | $3.4M | 17,107 | $3.3M | 17,837 | -730-4.09% | Reduce |
 Nice Ltd ADRNICE |
| 0.9% | 1.27% | $3.3M | 36,180 | $4.1M | 37,200 | -1,020-2.74% | Reduce |
 MERCK & CO INCMRK |
| 0.9% | 0.94% | $3.3M | 25,475 | $3.0M | 25,324 | +151+0.60% | Add |
 PROTO LABS INCPRLB |
| 0.87% | 0.68% | $3.2M | 38,728 | $2.2M | 38,728 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 0.87% | 1.15% | $3.1M | 15,350 | $3.7M | 15,295 | +55+0.36% | Add |
 ANALOG DEVICES INC COMADI |
| 0.86% | 0.85% | $3.1M | 7,832 | $2.8M | 8,692 | -860-9.89% | Reduce |
 GSK PLC SPONSORED ADRGSK |
| 0.85% | 1.01% | $3.1M | 59,214 | $3.3M | 59,334 | -120-0.20% | Reduce |
 INFOSYS LTDINFY |
| 0.85% | 1.23% | $3.1M | 293,869 | $4.0M | 293,807 | +62+0.02% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.83% | 0.98% | $3.0M | 52,522 | $3.2M | 52,522 | 00.00% | Unchanged |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.83% | 1.02% | $3.0M | 23,024 | $3.3M | 23,024 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 0.81% | 0.45% | $3.0M | 9,810 | $1.4M | 981 | +8,829+900.00% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.81% | 0.82% | $2.9M | 13,484 | $2.6M | 13,488 | -4-0.03% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.78% | 0.92% | $2.8M | 9,033 | $3.0M | 9,032 | +1+0.01% | Add |
 URBAN OUTFITTERS INCURBN |
| 0.77% | 0.8% | $2.8M | 39,339 | $2.6M | 40,839 | -1,500-3.67% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.75% | 0.76% | $2.7M | 11,485 | $2.5M | 11,482 | +3+0.03% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 0.73% | 0.8% | $2.7M | 16,824 | $2.6M | 17,484 | -660-3.77% | Reduce |
| CCIGNA GROUPLIBD |
| 0.7% | 0.76% | $2.5M | 9,244 | $2.5M | 9,274 | -30-0.32% | Reduce |
 TELEDYNE TECHNOLOGIES INCTDY |
| 0.7% | 0.71% | $2.5M | 3,819 | $2.3M | 3,822 | -3-0.08% | Reduce |
 LOWES COS INC COMLOW |
| 0.69% | 0.83% | $2.5M | 11,305 | $2.7M | 11,304 | +1+0.01% | Add |
 FRANKLIN RESOURCES INCBEN |
| 0.68% | 0.55% | $2.5M | 74,493 | $1.8M | 75,728 | -1,235-1.63% | Reduce |
