 APPLE INCAAPL |
| 8.54% | 7.02% | $21.0M | 96,701 | $16.5M | 96,414 | +287+0.30% | Add |
 ARISTA NETWORKS INCANET |
| 5.2% | 4.46% | $12.8M | 35,778 | $10.5M | 36,237 | -459-1.27% | Reduce |
 APPLIED MATLS INCAMAT |
| 4.32% | 3.91% | $10.6M | 44,670 | $9.2M | 44,675 | -5-0.01% | Reduce |
 META PLATFORMS INCMETA |
| 4.26% | 4.24% | $10.5M | 20,723 | $10.0M | 20,591 | +132+0.64% | Add |
 LAM RESEARCH CORPLRCX |
| 3.79% | 3.62% | $9.3M | 8,769 | $8.5M | 8,776 | -7-0.08% | Reduce |
 FAIR ISAAC CORPFICO |
| 3.41% | 2.96% | $8.4M | 5,586 | $7.0M | 5,575 | +11+0.20% | Add |
 ALPHABET INCGOOGL |
| 2.87% | 2.41% | $7.1M | 38,544 | $5.7M | 37,602 | +942+2.51% | Add |
 ADOBE INC COMADBE |
| 2.62% | 2.41% | $6.4M | 11,474 | $5.7M | 11,269 | +205+1.82% | Add |
 DEERE & CODE |
| 2.41% | 2.8% | $5.9M | 16,357 | $6.6M | 16,050 | +307+1.91% | Add |
| VVANGUARD FTSEVEA |
| 2.18% | 2.29% | $5.4M | 108,219 | $5.4M | 107,308 | +911+0.85% | Add |
 SNAP ON INCSNA |
| 2.08% | 2.39% | $5.1M | 19,836 | $5.6M | 19,008 | +828+4.36% | Add |
 PROCTER & GAMBLE COPG |
| 2.05% | 2.1% | $5.0M | 30,994 | $5.0M | 30,545 | +449+1.47% | Add |
| EEBAY INC. COMEBAY |
| 2.05% | 2.09% | $5.0M | 95,416 | $4.9M | 93,186 | +2,230+2.39% | Add |
 MICROSOFT CORPMSFT |
| 2.04% | 1.92% | $5.0M | 10,984 | $4.5M | 10,769 | +215+2.00% | Add |
 CISCO SYS INCCSCO |
| 1.95% | 2.05% | $4.8M | 100,963 | $4.8M | 96,774 | +4,189+4.33% | Add |
 ARMSTRONG WORLD INDS INC NEWAWI |
| 1.94% | 2.11% | $4.8M | 42,737 | $5.0M | 40,064 | +2,673+6.67% | Add |
 GENTEX CORPGNTX |
| 1.84% | 1.95% | $4.5M | 134,133 | $4.6M | 127,022 | +7,111+5.60% | Add |
 PAYCHEX INC COMPAYX |
| 1.83% | 1.95% | $4.5M | 38,327 | $4.6M | 37,474 | +853+2.28% | Add |
| VVANGUARD TOTALBND |
| 1.77% | 2% | $4.4M | 60,945 | $4.7M | 64,897 | -3,952-6.09% | Reduce |
 COHEN & STEERS INCCNS |
| 1.72% | 1.91% | $4.2M | 59,659 | $4.5M | 58,579 | +1,080+1.84% | Add |
 PRICE T ROWE GROUP INC COMTROW |
| 1.7% | 1.85% | $4.2M | 36,675 | $4.4M | 35,779 | +896+2.50% | Add |
 S&P GLOBAL INCSPGI |
| 1.7% | 1.66% | $4.2M | 9,352 | $3.9M | 9,188 | +164+1.78% | Add |
 MOODYS CORPMCO |
| 1.68% | 1.6% | $4.1M | 9,761 | $3.8M | 9,598 | +163+1.70% | Add |
| SSEI INVTS COSEIC |
| 1.65% | 1.87% | $4.1M | 62,760 | $4.4M | 61,270 | +1,490+2.43% | Add |
 UNION PAC CORPUNP |
| 1.64% | 1.83% | $4.0M | 17,854 | $4.3M | 17,570 | +284+1.62% | Add |
 CHURCH & DWIGHTCHD |
| 1.55% | 1.59% | $3.8M | 36,300 | $3.7M | 35,938 | +362+1.01% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.48% | 1.61% | $3.6M | 24,850 | $3.8M | 23,974 | +876+3.65% | Add |
| QQUALYS INCQLYS |
| 1.45% | 1.69% | $3.6M | 24,964 | $4.0M | 23,820 | +1,144+4.80% | Add |
 ALLISON TRANSMISSION HLDGS IALSN |
| 1.42% | 1.54% | $3.5M | 46,505 | $3.6M | 44,598 | +1,907+4.28% | Add |
 ELECTRONIC ARTS INCEA |
| 1.38% | 1.35% | $3.4M | 24,713 | $3.2M | 24,018 | +695+2.89% | Add |
 GRACO INCGGG |
| 1.34% | 1.65% | $3.3M | 42,425 | $3.9M | 41,615 | +810+1.95% | Add |
 VERISIGN INCVRSN |
| 1.16% | — | $2.9M | 16,225 | $0 | 0 | +16,225 | New Buy |
 KLA CORPKLAC |
| 1.15% | 1.01% | $2.8M | 3,420 | $2.4M | 3,420 | 00.00% | Unchanged |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.01% | 1.22% | $2.5M | 49,909 | $2.9M | 48,316 | +1,593+3.30% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.98% | 0.91% | $2.4M | 4,786 | $2.1M | 4,454 | +332+7.45% | Add |
 BROOKFIELD CORPBN |
| 0.78% | 0.83% | $1.9M | 47,052 | $2.0M | 46,746 | +306+0.65% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.78% | 0.76% | $1.9M | 5,086 | $1.8M | 5,194 | -108-2.08% | Reduce |
 CBOE GLOBAL MKTS INCCBOE |
| 0.6% | 0.67% | $1.5M | 8,530 | $1.6M | 8,530 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 0.58% | 0.46% | $1.4M | 11,470 | $1.1M | 1,212 | +10,258+846.37% | Add |
 PEPSICO INCPEP |
| 0.56% | 0.62% | $1.4M | 8,455 | $1.5M | 8,410 | +45+0.54% | Add |
 SERVICENOW INCNOW |
| 0.54% | 0.54% | $1.3M | 1,667 | $1.3M | 1,680 | -13-0.77% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 0.53% | 0.57% | $1.3M | 8,216 | $1.3M | 8,248 | -32-0.39% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.45% | $1.3M | 6,941 | $1.1M | 6,941 | 00.00% | Unchanged |
 PHILIP MORRIS INTL INCPM |
| 0.49% | 0.46% | $1.2M | 11,806 | $1.1M | 11,806 | 00.00% | Unchanged |
 DUKE ENERGY CORP NEWDUK |
| 0.48% | 0.49% | $1.2M | 11,949 | $1.2M | 11,949 | 00.00% | Unchanged |
| VVANGUARD MUN BD FDSVTEB |
| 0.48% | 0.5% | $1.2M | 23,356 | $1.2M | 23,356 | 00.00% | Unchanged |
 ZOETIS INC CL AZTS |
| 0.45% | 0.46% | $1.1M | 6,417 | $1.1M | 6,417 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.44% | 0.44% | $1.1M | 2,200 | $1.0M | 2,100 | +100+4.76% | Add |
 MCDONALDS CORPMCD |
| 0.44% | 0.51% | $1.1M | 4,294 | $1.2M | 4,294 | 00.00% | Unchanged |
 CSX CORPCSX |
| 0.43% | 0.5% | $1.1M | 31,632 | $1.2M | 31,689 | -57-0.18% | Reduce |
