APPLE INC AAPL
2.84% 2.58% $8.1M 28,013 $7.1M 28,102 -89 -0.32% Reduce BROADCOM INC AVGO
2.45% 2.1% $7.0M 18,539 $5.8M 18,777 -238 -1.27% Reduce CASEYS GEN STORES INC CASY
2.39% 2.28% $6.8M 8,578 $6.3M 8,664 -86 -0.99% Reduce NVIDIA CORPORATION NVDA
2.33% 2.09% $6.7M 33,241 $5.8M 33,100 +141 +0.43% Add MICROSOFT CORP MSFT
2.28% 2.32% $6.5M 17,429 $6.4M 17,307 +122 +0.70% Add ALPHABET INC GOOGL
2.23% 1.86% $6.4M 17,840 $5.1M 17,880 -40 -0.22% Reduce ABBVIE INC ABBV
2.14% 1.91% $6.1M 24,328 $5.3M 24,269 +59 +0.24% Add V VANGUARD INDEX FDS VOO
2.1% 1.83% $6.0M 8,751 $5.1M 8,474 +277 +3.27% Add VISA INC V
2.06% 1.88% $5.9M 17,129 $5.2M 17,170 -41 -0.24% Reduce AMAZON COM INC AMZN
2.03% 1.84% $5.8M 24,310 $5.1M 24,393 -83 -0.34% Reduce MASTERCARD INCORPORATED MA
1.9% 1.91% $5.4M 10,592 $5.3M 10,567 +25 +0.24% Add COSTCO WHOLESALE CORPORATION COST
1.84% 2.05% $5.3M 5,633 $5.7M 5,695 -62 -1.09% Reduce O OREILLY AUTOMOTIVE INC COM ORLY
1.69% 1.76% $4.8M 52,573 $4.9M 52,796 -223 -0.42% Reduce JOHNSON & JOHNSON JNJ
1.53% 1.53% $4.4M 17,208 $4.2M 17,328 -120 -0.69% Reduce WALMART INC WMT
1.52% 1.74% $4.3M 38,350 $4.8M 38,710 -360 -0.93% Reduce ELI LILLY & CO LLY
1.41% 1.11% $4.0M 3,354 $3.1M 3,339 +15 +0.45% Add LINDE PLC LIN
1.39% 1.38% $4.0M 7,678 $3.8M 7,696 -18 -0.23% Reduce ROSS STORES INC COM ROST
1.34% 1.42% $3.8M 17,932 $3.9M 18,095 -163 -0.90% Reduce TJX COS INC NEW TJX
1.32% 1.45% $3.8M 24,973 $4.0M 25,173 -200 -0.79% Reduce CENCORA INC COR
1.3% 1.5% $3.7M 13,135 $4.1M 13,178 -43 -0.33% Reduce SHERWIN WILLIAMS CO SHW
1.27% 1.22% $3.6M 10,546 $3.4M 10,515 +31 +0.29% Add HOME DEPOT INC HD
1.22% 1.19% $3.5M 9,912 $3.3M 9,971 -59 -0.59% Reduce EXXON MOBIL CORP XOM
1.21% 1.56% $3.5M 25,317 $4.3M 25,452 -135 -0.53% Reduce F FASTENAL CO COM FAST
1.21% 1.21% $3.5M 71,865 $3.3M 72,067 -202 -0.28% Reduce AMGEN INC COM AMGN
1.16% 1.16% $3.3M 9,134 $3.2M 9,113 +21 +0.23% Add PEPSICO INC PEP
1.14% 1.34% $3.2M 23,991 $3.7M 23,897 +94 +0.39% Add AMPHENOL CORP APH
1.11% 0.82% $3.2M 18,047 $2.3M 18,019 +28 +0.16% Add AUTOMATIC DATA PROCESSING IN ADP
1.09% 1.01% $3.1M 13,861 $2.8M 13,792 +69 +0.50% Add LOCKHEED MARTIN CORP LMT
1.09% 1.33% $3.1M 6,086 $3.7M 6,090 -4 -0.07% Reduce YUM BRANDS INC COM YUM
1.08% 1.08% $3.1M 19,254 $3.0M 19,264 -10 -0.05% Reduce GENERAL DYNAMICS CORP GD
1.06% 1.07% $3.0M 8,587 $3.0M 8,614 -27 -0.31% Reduce NORTHROP GRUMMAN CORP COM NOC
1.03% 1.43% $2.9M 5,778 $4.0M 5,793 -15 -0.26% Reduce MCDONALDS CORP MCD
1.03% 1.22% $2.9M 10,872 $3.4M 10,824 +48 +0.44% Add COCA COLA CO KO
1% 0.97% $2.9M 35,095 $2.7M 35,259 -164 -0.47% Reduce RTX CORPORATION RTX
0.99% 1.04% $2.8M 14,841 $2.9M 14,870 -29 -0.20% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.98% 0.88% $2.8M 3,756 $2.4M 3,749 +7 +0.19% Add ABBOTT LABORATORIES ABT
0.94% 1.1% $2.7M 29,609 $3.0M 29,506 +103 +0.35% Add CISCO SYS INC CSCO
0.92% 0.64% $2.6M 22,290 $1.8M 22,703 -413 -1.82% Reduce ILLINOIS TOOL ITW
0.9% 0.9% $2.6M 9,558 $2.5M 9,557 +1 +0.01% Add CHEVRON CORPORATION CVX
0.88% 1.14% $2.5M 15,253 $3.2M 15,258 -5 -0.03% Reduce PROCTER & GAMBLE CO PG
0.88% 0.89% $2.5M 17,128 $2.5M 17,097 +31 +0.18% Add QUEST DIAGNOSTICS INC DGX
0.88% 0.84% $2.5M 11,828 $2.3M 11,840 -12 -0.10% Reduce L3HARRIS TECHNOLOGIES INC LHX
0.86% 1.05% $2.4M 8,409 $2.9M 8,424 -15 -0.18% Reduce WW GRAINGER INC GWW
0.82% 0.69% $2.4M 1,729 $1.9M 1,746 -17 -0.97% Reduce DOVER CORP DOV
0.82% 0.79% $2.3M 10,429 $2.2M 10,537 -108 -1.02% Reduce RESMED INC RMD
0.82% 0.98% $2.3M 11,969 $2.7M 12,105 -136 -1.12% Reduce CHURCH & DWIGHT CHD
0.8% 0.81% $2.3M 23,732 $2.2M 24,010 -278 -1.16% Reduce REALTY INCOME CORP COM O
0.79% 0.8% $2.3M 36,435 $2.2M 36,326 +109 +0.30% Add N NEXTERA ENERGY INC NEE
0.78% 0.86% $2.2M 25,467 $2.4M 25,489 -22 -0.09% Reduce DONALDSON INC DCI
0.76% 0.75% $2.2M 24,195 $2.1M 24,323 -128 -0.53% Reduce 
