 MICROSOFT CORPMSFT |
| 6.39% | 6.97% | $1.21B | 3.9M | $1.39B | 4.1M | -211,469-5.10% | Reduce |
 APPLE INCAAPL |
| 4.68% | 4.31% | $888.3M | 5.1M | $861.6M | 4.9M | +234,864+4.84% | Add |
 ALPHABET INCGOOGL |
| 2.97% | 3% | $564.5M | 202,950 | $600.3M | 207,220 | -4,270-2.06% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 2.77% | 2.82% | $526.6M | 1.0M | $563.9M | 1.1M | -90,520-8.06% | Reduce |
| CCable One IncCABO |
| 2.27% | — | $432.0M | 485,000 | $0 | 0 | +485,000 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 2.1% | 1.9% | $398.7M | 1.5M | $379.2M | 1.3M | +172,100+13.35% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 1.84% | 1.47% | $349.3M | 711,085 | $293.4M | 632,847 | +78,238+12.36% | Add |
 INTUITINTU |
| 1.81% | 2.37% | $344.1M | 715,674 | $473.4M | 735,975 | -20,301-2.76% | Reduce |
 VISA INCV |
| 1.7% | 1.74% | $323.7M | 1.5M | $348.4M | 1.6M | -147,960-9.20% | Reduce |
 S&P GLOBAL INCSPGI |
| 1.69% | 1.76% | $321.8M | 784,527 | $352.0M | 745,925 | +38,602+5.18% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.63% | 1.87% | $310.0M | 524,845 | $374.2M | 560,825 | -35,980-6.42% | Reduce |
 ADOBE INC COMADBE |
| 1.5% | 2.17% | $285.4M | 626,401 | $434.3M | 765,813 | -139,412-18.20% | Reduce |
 AMAZON COM INCAMZN |
| 1.47% | 1.47% | $279.8M | 85,829 | $294.0M | 88,180 | -2,351-2.67% | Reduce |
 BROWN & BROWN INC COMBRO |
| 1.36% | 1.29% | $258.1M | 3.6M | $257.4M | 3.7M | -90,373-2.47% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.35% | 1.35% | $256.4M | 91,800 | $270.0M | 93,315 | -1,515-1.62% | Reduce |
| SSOLAREDGE TECHNOLOGIES INCSEDG |
| 1.28% | 1.27% | $243.4M | 754,899 | $253.9M | 904,905 | -150,006-16.58% | Reduce |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.28% | 1.27% | $242.3M | 608,362 | $254.1M | 616,347 | -7,985-1.30% | Reduce |
 NIKE INCNKE |
| 1.23% | 1.47% | $234.1M | 1.7M | $294.4M | 1.8M | -26,065-1.48% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 1.11% | 1.1% | $211.5M | 4.5M | $219.3M | 4.4M | +160,536+3.69% | Add |
| NNASDAQ INCNDAQ |
| 0.95% | 1.25% | $180.8M | 1.0M | $249.7M | 1.2M | -174,635-14.69% | Reduce |
 LAUDER ESTEE COS INC CL AEL |
| 0.92% | 1.22% | $175.3M | 643,553 | $243.5M | 657,735 | -14,182-2.16% | Reduce |
 NORTHERN TR CORPNTRS |
| 0.9% | 0.66% | $171.7M | 1.5M | $132.2M | 1.1M | +368,751+33.36% | Add |
 ZOETIS INC CL AZTS |
| 0.89% | 1.08% | $169.5M | 898,938 | $216.4M | 886,672 | +12,266+1.38% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.83% | 1.02% | $158.0M | 523,783 | $204.3M | 568,711 | -44,928-7.90% | Reduce |
 TESLA INCTSLA |
| 0.78% | 0.75% | $148.5M | 137,775 | $150.7M | 142,593 | -4,818-3.38% | Reduce |
 NORDSON CORPNDSN |
| 0.74% | 0.79% | $141.0M | 620,931 | $158.1M | 619,152 | +1,779+0.29% | Add |
 MOODYS CORPMCO |
| 0.7% | 0.78% | $133.7M | 396,114 | $155.4M | 397,825 | -1,711-0.43% | Reduce |
 EVERSOURCE ENERGYES |
| 0.69% | 0.68% | $131.6M | 1.5M | $136.6M | 1.5M | -8,417-0.56% | Reduce |
 ELI LILLY & COLLY |
| 0.69% | 0.62% | $130.2M | 454,808 | $123.8M | 448,077 | +6,731+1.50% | Add |
 NETFLIX INCNFLX |
| 0.68% | 1.04% | $128.3M | 342,571 | $207.5M | 344,384 | -1,813-0.53% | Reduce |
 PALO ALTOPANW |
| 0.67% | 0.07% | $128.0M | 205,629 | $13.1M | 23,468 | +182,161+776.21% | Add |
 VEEVA SYS INCVEEV |
| 0.65% | 0.69% | $123.1M | 579,389 | $137.7M | 538,786 | +40,603+7.54% | Add |
 JPMORGAN CHASE & COJPM |
| 0.64% | 0.73% | $122.0M | 895,045 | $146.9M | 927,716 | -32,671-3.52% | Reduce |
 MERCK & CO INCMRK |
| 0.6% | 0.79% | $113.5M | 1.4M | $157.1M | 2.1M | -667,382-32.55% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.59% | 0.57% | $112.9M | 699,232 | $114.7M | 681,278 | +17,954+2.64% | Add |
 MATCH GROUP INC NEWMTCH |
| 0.59% | 0.71% | $112.8M | 1.0M | $142.4M | 1.1M | -38,645-3.59% | Reduce |
 CISCO SYS INCCSCO |
| 0.59% | 0.63% | $112.7M | 2.0M | $126.2M | 2.0M | +29,586+1.49% | Add |
 HOME DEPOT INCHD |
| 0.58% | 0.63% | $110.6M | 369,517 | $126.4M | 304,453 | +65,064+21.37% | Add |
 PROCTER & GAMBLE COPG |
| 0.57% | 0.53% | $107.6M | 704,207 | $106.5M | 650,842 | +53,365+8.20% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.56% | 0.39% | $105.6M | 595,725 | $77.1M | 450,405 | +145,320+32.26% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.54% | 0.52% | $102.2M | 2.0M | $104.3M | 2.0M | +348+0.02% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.54% | 0.52% | $101.9M | 176,936 | $104.7M | 184,394 | -7,458-4.04% | Reduce |
 ETSY INC COMETSY |
| 0.54% | 0.23% | $101.8M | 819,082 | $45.1M | 205,960 | +613,122+297.69% | Add |
 DANAHER CORP DEL COMDHR |
| 0.53% | 0.59% | $100.6M | 342,921 | $118.0M | 358,671 | -15,750-4.39% | Reduce |
 PEPSICO INCPEP |
| 0.53% | 0.52% | $100.5M | 600,413 | $103.2M | 594,364 | +6,049+1.02% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.51% | 0.71% | $97.8M | 289,929 | $141.8M | 342,084 | -52,155-15.25% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.47% | 0.29% | $89.7M | 1.2M | $57.1M | 915,314 | +313,621+34.26% | Add |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.44% | 0.14% | $82.8M | 189,935 | $27.2M | 41,426 | +148,509+358.49% | Add |
 DISNEY WALT CODIS |
| 0.43% | 0.44% | $81.5M | 593,828 | $88.1M | 568,955 | +24,873+4.37% | Add |
 EMERSON ELEC COEMR |
| 0.43% | 0.38% | $81.4M | 830,401 | $75.8M | 814,908 | +15,493+1.90% | Add |
