| ACCENTURE PLC | SHS CLASS A | $8.0M | 2.6% | 25,738 SH | |
| ADOBE INC | COM | $13.2M | 4.3% | 34,475 SH | |
| ALPHABET INC (CLASS A) | CAP STK CL A | $18.5M | 6.0% | 119,740 SH | |
| ALPHABET INC (CLASS C) | CAP STK CL C | $13.7M | 4.4% | 87,390 SH | |
| AMAZON COM INC | COM | $13.4M | 4.3% | 70,209 SH | |
| APPLE INC | COM | $17.5M | 5.6% | 78,680 SH | |
| APTIV PLC | COM | $3.8M | 1.2% | 63,730 SH | |
| ARM HOLDINGS | ADR | $738K | 0.2% | 6,915 SH | |
| AUTODESK INC | COM | $6.4M | 2.0% | 24,290 SH | |
| COMM SERV SELECT SECTOR SPDR | ETF | $3.9M | 1.3% | 40,772 SH | |
| CONSUMER DISCRETIONARY SELT | ETF | $1.0M | 0.3% | 5,073 SH | |
| CONSUMER STAPLES SPDR | ETF | $1.0M | 0.3% | 12,493 SH | |
| DEERE & COMPANY | COM | $4.7M | 1.5% | 10,080 SH | |
| ECOLAB INC | COM | $3.5M | 1.1% | 13,950 SH | |
| ELI LILLY AND COMPANY | COM | $2.0M | 0.6% | 2,366 SH | |
| ENERGY SELECT SECTOR SPDR | ETF | $1.0M | 0.3% | 11,142 SH | |
| FINANCIAL SELECT SECTOR SPDR | ETF | $1.0M | 0.3% | 20,387 SH | |
| FORTINET INC | COM | $2.4M | 0.8% | 25,050 SH | |
| HEALTH CARE SELECT SECTOR | ETF | $4.0M | 1.3% | 27,411 SH | |
| INDUSTRIAL SELECT SECT SPDR | ETF | $999K | 0.3% | 7,622 SH | |
| INTEL CORPORATION | COM | $329K | 0.1% | 14,470 SH | |
| INTUIT INC | COM | $7.0M | 2.2% | 11,353 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $1.8M | 0.6% | 3,720 SH | |
| INVESCO QQQ TRUST SERIES 1 | ETF | $971K | 0.3% | 2,070 SH | |
| KEYSIGHT TECHNOLOGIES INC | COM | $4.6M | 1.5% | 30,855 SH | |
| MATERIALS SELECT SECTOR SPDR | ETF | $987K | 0.3% | 11,474 SH | |
| MICROSOFT CORPORATION | COM | $29.0M | 9.3% | 77,222 SH | |
| NEXTERA ENERGY INC | COM | $3.2M | 1.0% | 44,450 SH | |
| NIKE INC | CL B | $3.1M | 1.0% | 48,870 SH | |
| NVIDIA CORPORATION | COM | $7.2M | 2.3% | 66,300 SH | |
| PROLOGIS INC | COM | $11.0M | 3.5% | 98,400 SH | |
| PTC INC | COM | $1.2M | 0.4% | 7,435 SH | |
| REAL ESTATE SELECT SECTOR SPDR | ETF | $992K | 0.3% | 23,696 SH | |
| ROCKWELL AUTOMATION INC | COM | $5.5M | 1.8% | 21,350 SH | |
| SALESFORCE INC | COM | $11.7M | 3.8% | 43,532 SH | |
| SERVICENOW INC | COM | $3.9M | 1.3% | 4,924 SH | |
| SPDR DJIA TRUST | ETF | $1.0M | 0.3% | 2,384 SH | |
| SPDR S&P500 ETF TRUST | ETF | $986K | 0.3% | 1,762 SH | |
| TECHNOLOGY SELECT SECT SPDR | ETF | $958K | 0.3% | 4,639 SH | |
| TESLA INC | COM | $705K | 0.2% | 2,720 SH | |
| TEXAS INSTRUMENTS INCORPORATED | COM | $5.8M | 1.9% | 32,170 SH | |
| THE COCA COLA COMPANY | COM | $6.2M | 2.0% | 86,390 SH | |
| THE PROCTER & GAMBLE COMPANY | COM | $8.9M | 2.9% | 52,430 SH | |
| THE SHERWIN WILLIAMS COMPANY | COM | $5.3M | 1.7% | 15,160 SH | |
| THE WALT DISNEY COMPANY | COM | $10.5M | 3.4% | 106,748 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $7.5M | 2.4% | 15,049 SH | |
| UNITEDHEALTH GROUP INCORPORATED | COM | $11.7M | 3.8% | 22,410 SH | |
| UTILITIES SELECT SECTOR SPDR | ETF | $1.0M | 0.3% | 12,732 SH | |
| VANGUARD REAL ESTATE ETF | ETF | $13.5M | 4.4% | 149,600 SH | |
| VISA INC | COM CL A | $12.0M | 3.9% | 34,176 SH | |
| WALMART INC | COM | $11.2M | 3.6% | 127,620 SH | |