| ADOBE SYS INC COM | COM | $257K | 0.0%Prev: 0.0% | 734 SH | Decreased-24 SH |
| ADVANCED MICRO DEVICES INC COM | COM | $17.7M | 0.7%Prev: 0.4% | 82,797 SH | Increased+75 SH |
| ALPHABET INC CL A | COM | $4.2M | 0.2%Prev: 0.1% | 13,506 SH | Increased-1,458 SH |
| ALPHABET INC CL C | COM | $348.1M | 13.3%Prev: 10.9% | 1,109,354 SH | Increased-225,366 SH |
| AMAZON COM INC | COM | $585K | 0.0%Prev: 0.0% | 2,533 SH | Decreased-1,095 SH |
| AMGEN INC COM | COM | $218K | 0.0% | 666 SH | New |
| ANALOG DEVICES | COM | $2.5M | 0.1%Prev: 0.1% | 9,349 SH | Decreased-3,000 SH |
| APPLE INC COM | COM | $19.1M | 0.7%Prev: 0.8% | 70,137 SH | Decreased-6,356 SH |
| ARISTA NETWORKS, INC. | COM | $262.9M | 10.0%Prev: 10.5% | 2,006,273 SH | Increased-209,652 SH |
| AUTOMATIC DATA PROCESSING INC | COM | $179.2M | 6.8%Prev: 8.6% | 696,461 SH | Decreased+8,381 SH |
| BERKSHIRE HATHAWAY INC | COM | $673K | 0.0%Prev: 0.1% | 1,339 SH | Decreased-3,933 SH |
| BIO-TECHNE CORP | COM | $4.3M | 0.2% | 73,850 SH | New |
| BROADCOM LTD | COM | $277K | 0.0% | 800 SH | New |
| C H ROBINSON WORLDWIDE INC | COM | $643K | 0.0%Prev: 0.0% | 4,000 SH | Increased |
| CATERPILLAR INC DEL COM | COM | $350K | 0.0%Prev: 0.0% | 611 SH | Increased |
| CME GROUP INC COM | COM | $219.6M | 8.4%Prev: 8.2% | 804,343 SH | Increased-21,217 SH |
| CORNING INC COM | COM | $438K | 0.0%Prev: 0.0% | 5,000 SH | Increased |
| CORTEVA INC COM | COM | $213K | 0.0% | 3,179 SH | New |
| COSTCO WHSL CORP NEW COM | COM | $208.4M | 8.0%Prev: 10.5% | 241,679 SH | Decreased-27,082 SH |
| DANAHER CORP DEL COM | COM | $10.5M | 0.4%Prev: 0.4% | 45,732 SH | Increased+212 SH |
| DONALDSON INC COM | COM | $85.0M | 3.2%Prev: 1.9% | 958,463 SH | Increased+301,506 SH |
| EMCOR GROUP INC COM | COM | $400K | 0.0%Prev: 0.0% | 654 SH | Increased+33 SH |
| ENERGY VAULT HLDGS INC COM | COM | $303K | 0.0%Prev: 0.0% | 65,625 SH | Increased-6,100 SH |
| EXXON MOBIL CORP COM | COM | $6.0M | 0.2%Prev: 0.2% | 49,687 SH | Increased+415 SH |
| FIDELITY NATL INFORMATION SVCS | COM | $425K | 0.0%Prev: 0.0% | 6,400 SH | Decreased-75 SH |
| FLOWERS FOODS INC COM | COM | $126K | 0.0%Prev: 0.0% | 11,610 SH | Decreased |
| FORTIVE CORP | COM | $841K | 0.0%Prev: 0.0% | 15,231 SH | Decreased |
| GILEAD SCIENCES | COM | $8.5M | 0.3%Prev: 0.3% | 69,210 SH | Increased+1,058 SH |
| HOME DEPOT INC COM | COM | $99.9M | 3.8%Prev: 5.2% | 290,178 SH | Decreased-23,917 SH |
| HUBBELL INC COM | COM | $2.9M | 0.1%Prev: 0.1% | 6,587 SH | Increased |
| IDEXX LABS INC COM | COM | $288.9M | 11.0%Prev: 8.1% | 427,043 SH | Increased-30,772 SH |
| INTEL CORP COM | COM | $21.7M | 0.8%Prev: 0.5% | 588,383 SH | Increased-18,179 SH |
| INTERNATIONAL BUSINESS MACHS C | COM | $642K | 0.0%Prev: 0.0% | 2,168 SH | Increased+268 SH |
| INTUIT COM | COM | $537K | 0.0% | 811 SH | New |
| INVESCO QQQ TR UNIT SER 1 | UNIT | $248K | 0.0% | 404 SH | New |
| IONIS PHARMACEUTICALS INC | COM | $3.9M | 0.1%Prev: 0.1% | 49,605 SH | Increased+12,525 SH |
| ISHARES TR 1-3 YR TR BD ETF | SHS | $1.6M | 0.1% | 19,800 SH | New |
| JPMORGAN CHASE & CO COM | COM | $477K | 0.0%Prev: 0.0% | 1,481 SH | Increased-79 SH |
| KINROSS GOLD CORP COM NO PAR | COM | $10.9M | 0.4%Prev: 0.1% | 385,892 SH | Increased+155,110 SH |
| KKR & CO INC COM | COM | $1.0M | 0.0% | 7,936 SH | New |
| MASTERCARD INC CL A | COM | $1.8M | 0.1%Prev: 0.1% | 3,138 SH | Decreased-903 SH |
| MERCK & CO INC NEW COM | COM | $6.7M | 0.3%Prev: 0.3% | 63,213 SH | Increased+1,032 SH |
| METTLER TOLEDO INTERNATIONAL C | COM | $197.1M | 7.5%Prev: 8.0% | 141,395 SH | Increased-11,226 SH |
| MICROSOFT CORP COM | COM | $234.1M | 8.9%Prev: 9.3% | 484,008 SH | Increased-30,145 SH |
| NORFOLK SOUTHERN CORP COM | COM | $329K | 0.0%Prev: 0.0% | 1,140 SH | Increased-75 SH |
| NVIDIA CORP COM | COM | $737K | 0.0%Prev: 0.0% | 3,952 SH | Increased+867 SH |
| PEPSICO INC COM | COM | $1.9M | 0.1%Prev: 0.1% | 13,470 SH | Decreased |
| QUALCOMM INC COM | COM | $94.4M | 3.6%Prev: 3.7% | 551,911 SH | Increased-11,706 SH |
| RALLIANT CORP COM | COM | $258K | 0.0% | 5,076 SH | New |
| REPUBLIC SERVICES | COM | $215K | 0.0%Prev: 0.0% | 1,013 SH | Decreased-56 SH |
| SM ENERGY CO COM | COM | $223K | 0.0%Prev: 0.0% | 11,905 SH | Decreased |
| SPDR S&P 500 ETF TR TR UNIT | UNIT | $906K | 0.0% | 1,329 SH | New |
| TAIWAN SEMICONDUCTOR MFG CO | COM | $212K | 0.0% | 699 SH | New |
| THERMO FISHER SCIENTIFIC INC C | COM | $462K | 0.0%Prev: 0.0% | 797 SH | Decreased-380 SH |
| VANGUARD INDEX FDS S&P 500 ETF | SHS | $397K | 0.0% | 633 SH | New |
| VERALTO CORP COM | COM | $1.5M | 0.1%Prev: 0.1% | 14,910 SH | Decreased-40 SH |
| VISA INC COM CL A | COM | $259.7M | 9.9%Prev: 10.8% | 740,464 SH | Increased-62,709 SH |
| VONTIER CORP COM | COM | $226K | 0.0%Prev: 0.0% | 6,090 SH | Increased |
| VUZIX CORP | COM | $76K | 0.0%Prev: 0.0% | 20,000 SH | Decreased |
| WABTEC CORP COM | COM | $1.7M | 0.1%Prev: 0.1% | 8,000 SH | Increased-50 SH |
| WALMART INC COM | COM | $1.2M | 0.0%Prev: 0.0% | 10,440 SH | Increased+358 SH |