| ACCENTURE PLC | SHS CLASS A | $7.7M | 3.1% | 25,738 SH | New |
| ADOBE INC | COM | $13.3M | 5.4% | 34,475 SH | New |
| ALPHABET INC (CLASS A) | CAP STK CL A | $21.1M | 8.5% | 119,740 SH | New |
| AMAZON COM INC | COM | $5.1M | 2.1%Prev: 3.6% | 23,403 SH | Decreased-24,956 SH |
| APPLE INC | COM | $16.1M | 6.5%Prev: 7.6% | 78,680 SH | Decreased-5,670 SH |
| APTIV PLC | COM | $4.3M | 1.8% | 63,730 SH | New |
| AUTODESK INC | COM | $7.5M | 3.0%Prev: 2.1% | 24,290 SH | Increased |
| COMM SERV SELECT SECTOR SPDR | ETF | $369K | 0.1% | 3,398 SH | New |
| CONSUMER DISCRETIONARY SELT | ETF | $368K | 0.1% | 1,693 SH | New |
| CONSUMER STAPLES SPDR | ETF | $338K | 0.1% | 4,173 SH | New |
| DEERE & COMPANY | COM | $5.1M | 2.1% | 10,080 SH | New |
| ECOLAB INC | COM | $3.8M | 1.5%Prev: 1.3% | 13,950 SH | Increased |
| ELI LILLY AND COMPANY | COM | $1.8M | 0.7% | 2,366 SH | New |
| ENERGY SELECT SECTOR SPDR | ETF | $315K | 0.1% | 3,714 SH | New |
| FINANCIAL SELECT SECTOR SPDR | ETF | $356K | 0.1% | 6,797 SH | New |
| FORTINET INC | COM | $2.6M | 1.1%Prev: 0.9% | 25,050 SH | Increased-6,451 SH |
| HEALTH CARE SELECT SECTOR | ETF | $308K | 0.1% | 2,285 SH | New |
| INDUSTRIAL SELECT SECT SPDR | ETF | $375K | 0.2% | 2,542 SH | New |
| INTUIT INC | COM | $8.9M | 3.6% | 11,353 SH | New |
| INTUITIVE SURGICAL INC | COM | $2.0M | 0.8% | 3,720 SH | New |
| KEYSIGHT TECHNOLOGIES INC | COM | $5.1M | 2.0%Prev: 3.1% | 30,855 SH | Decreased |
| MATERIALS SELECT SECTOR SPDR | ETF | $336K | 0.1% | 3,825 SH | New |
| MICROSOFT CORPORATION | COM | $38.4M | 15.5% | 77,222 SH | New |
| NEXTERA ENERGY INC | COM | $3.1M | 1.2%Prev: 2.7% | 44,450 SH | Decreased-38,153 SH |
| NVIDIA CORPORATION | COM | $10.5M | 4.2%Prev: 4.1% | 66,300 SH | Decreased |
| PROLOGIS INC | COM | $10.3M | 4.2% | 98,400 SH | New |
| PTC INC | COM | $1.3M | 0.5%Prev: 0.4% | 7,435 SH | Increased |
| REAL ESTATE SELECT SECTOR SPDR | ETF | $327K | 0.1% | 7,899 SH | New |
| ROCKWELL AUTOMATION INC | COM | $7.1M | 2.9%Prev: 2.7% | 21,350 SH | Decreased |
| SALESFORCE INC | COM | $4.0M | 1.6% | 14,511 SH | New |
| SERVICENOW INC | COM | $5.1M | 2.0%Prev: 2.4% | 4,924 SH | Decreased-58,943 SH |
| TECHNOLOGY SELECT SECT SPDR | ETF | $392K | 0.2% | 1,549 SH | New |
| TEXAS INSTRUMENTS INCORPORATED | COM | $6.7M | 2.7% | 32,170 SH | New |
| THE COCA COLA COMPANY | COM | $6.1M | 2.5% | 86,390 SH | New |
| THE PROCTER & GAMBLE COMPANY | COM | $8.4M | 3.4% | 52,430 SH | New |
| THE SHERWIN WILLIAMS COMPANY | COM | $5.2M | 2.1% | 15,160 SH | New |
| THE WALT DISNEY COMPANY | COM | $4.4M | 1.8% | 35,583 SH | New |
| UTILITIES SELECT SECTOR SPDR | ETF | $347K | 0.1% | 4,252 SH | New |
| VANGUARD REAL ESTATE ETF | ETF | $8.9M | 3.6% | 99,733 SH | New |
| VISA INC | COM CL A | $12.1M | 4.9%Prev: 3.7% | 34,176 SH | Increased |
| WALMART INC | COM | $7.5M | 3.0%Prev: 4.2% | 76,572 SH | Decreased-19,501 SH |