ELI LILLY & CO LLY
6.46% 5.57% $5.6M 11,965 $5.6M 11,965 0 0.00% Unchanged APPLE INC AAPL
6.22% 5.37% $5.4M 27,865 $5.4M 27,865 0 0.00% Unchanged PROCTER & GAMBLE CO PG
4.79% 4.13% $4.2M 27,433 $4.2M 27,433 0 0.00% Unchanged MICROSOFT CORP MSFT
4.77% 4.11% $4.1M 12,169 $4.1M 12,169 0 0.00% Unchanged MASTERCARD INCORPORATED MA
4.66% 4.02% $4.1M 10,309 $4.1M 10,309 0 0.00% Unchanged DEXCOM INC DXCM
4.62% 3.99% $4.0M 31,278 $4.0M 31,278 0 0.00% Unchanged STRYKER CORPORATION SYK
4.61% 3.98% $4.0M 13,135 $4.0M 13,135 0 0.00% Unchanged JOHNSON & JOHNSON JNJ
4.34% 3.75% $3.8M 22,797 $3.8M 22,797 0 0.00% Unchanged ROCKWELL AUTOMATION INC ROK
4.21% 3.63% $3.7M 11,094 $3.7M 11,094 0 0.00% Unchanged A Alphabet Inc Class C GOOG
3.58% 3.09% $3.1M 25,750 $3.1M 25,750 0 0.00% Unchanged F FASTENAL CO COM FAST
3.45% 2.98% $3.0M 50,855 $3.0M 50,855 0 0.00% Unchanged CHEVRON CORPORATION CVX
3.41% 2.94% $3.0M 18,824 $3.0M 18,824 0 0.00% Unchanged WORKDAY INC WDAY
3.3% 2.85% $2.9M 12,695 $2.9M 12,695 0 0.00% Unchanged AON PLC SHS CL A AON
3.29% 2.84% $2.9M 8,295 $2.9M 8,295 0 0.00% Unchanged ECOLAB INC ECL
3.26% 2.81% $2.8M 15,155 $2.8M 15,155 0 0.00% Unchanged ZOETIS INC CL A ZTS
3.14% 2.71% $2.7M 15,850 $2.7M 15,850 0 0.00% Unchanged WALMART INC WMT
3.08% 2.66% $2.7M 17,051 $2.7M 17,051 0 0.00% Unchanged HOLOGIC INC HOLX
2.93% 2.53% $2.5M 31,420 $2.5M 31,420 0 0.00% Unchanged INTERCONTINENTAL EXCHANGE INC COM ICE
2.86% 2.47% $2.5M 21,990 $2.5M 21,990 0 0.00% Unchanged STARBUCKS CORP SBUX
2.6% 2.25% $2.3M 22,855 $2.3M 22,855 0 0.00% Unchanged INTUITIVE SURGICAL INC ISRG
2.17% 2.06% $1.9M 5,510 $2.1M 6,065 -555 -9.15% Reduce NUCOR CORP NUE
2.03% 1.75% $1.8M 10,750 $1.8M 10,750 0 0.00% Unchanged BLACKSTONE INC BX
1.88% 1.62% $1.6M 17,535 $1.6M 17,535 0 0.00% Unchanged CANADIAN NATL RY CO CNI
1.77% 1.52% $1.5M 12,680 $1.5M 12,680 0 0.00% Unchanged NIKE INC NKE
1.74% 1.5% $1.5M 13,669 $1.5M 13,669 0 0.00% Unchanged HOME DEPOT INC HD
1.69% 1.46% $1.5M 4,735 $1.5M 4,735 0 0.00% Unchanged SCHWAB CHARLES CORP SCHW
1.64% 1.59% $1.4M 25,150 $1.6M 28,340 -3,190 -11.26% Reduce DISNEY WALT CO DIS
1.61% 1.39% $1.4M 15,705 $1.4M 15,705 0 0.00% Unchanged XYLEM INC XYL
1.43% 1.23% $1.2M 11,045 $1.2M 11,045 0 0.00% Unchanged TRIMBLE INC COM TRMB
1.22% 1.05% $1.1M 19,970 $1.1M 19,970 0 0.00% Unchanged PAYPAL HLDGS INC COM PYPL
0.93% 0.81% $810,970 12,153 $810,970 12,153 0 0.00% Unchanged V VANGUARD BD INDEX FDS BIV
0.62% 0.53% $538,496 7,158 $538,496 7,158 0 0.00% Unchanged I ISHARES TR AGG
0.37% 0.32% $322,158 3,289 $322,158 3,289 0 0.00% Unchanged UBER TECHNOLOGIES INC UBER
0.35% 2.48% $300,032 6,950 $2.5M 57,830 -50,880 -87.98% Reduce C CARMAX INC KMX
0.28% 0.24% $239,382 2,860 $239,382 2,860 0 0.00% Unchanged EXXON MOBIL CORP XOM
0.25% 0.21% $214,500 2,000 $214,500 2,000 0 0.00% Unchanged JPMORGAN CHASE & CO JPM
0.2% 2.24% $174,528 1,200 $2.3M 15,505 -14,305 -92.26% Reduce AMAZON COM INC AMZN
0.12% 2.03% $102,984 790 $2.0M 15,725 -14,935 -94.98% Reduce S&P GLOBAL INC SPGI
0.05% 2.45% $44,499 111 $2.5M 6,152 -6,041 -98.20% Reduce SALESFORCE INC CRM
0.05% 1.86% $42,252 200 $1.9M 8,882 -8,682 -97.75% Reduce IRHYTHM HOLDINGS INC IRTC
0.02% 1.56% $15,648 150 $1.6M 15,025 -14,875 -99.00% Reduce R RB GLOBAL INC RBA
0.02% 1.42% $15,000 250 $1.4M 23,865 -23,615 -98.95% Reduce 
