| ABBOTT LABORATORIES | COM | $2.5M | 0.4% | 24,355 SH | New |
| ABBVIE INC | COM | $3.3M | 0.6%Prev: 0.3% | 15,343 SH | Decreased-2,165 SH |
| ACI WORLDWIDE INC | COM | $504K | 0.1%Prev: 0.1% | 12,280 SH | Decreased-3,383 SH |
| ALPHABET INC | CAP STK CL A | $566K | 0.1%Prev: 0.0% | 1,967 SH | Increased-1,233 SH |
| ALPHABET INC | CAP STK CL C | $201K | 0.0%Prev: 0.0% | 700 SH | Decreased-1,550 SH |
| AMAZON COM INC | COM | $373K | 0.1%Prev: 0.0% | 1,790 SH | Increased |
| AMERICAN EXPRESS CO | COM | $395K | 0.1%Prev: 0.0% | 1,305 SH | Decreased-340 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $721K | 0.1%Prev: 0.1% | 5,297 SH | Decreased-803 SH |
| AMETEK INC | COM | $38.6M | 6.6%Prev: 4.7% | 180,304 SH | Decreased-183,622 SH |
| AMGEN INC | COM | $2.1M | 0.4%Prev: 0.1% | 6,106 SH | Increased-328 SH |
| AMPHENOL CORP | CL A | $47.0M | 8.0% | 371,890 SH | New |
| APPLE INC | COM | $3.3M | 0.6%Prev: 0.4% | 13,008 SH | Decreased-9,605 SH |
| APPLIED INDL TECHNOLOGIES IN | COM | $3.4M | 0.6%Prev: 1.0% | 12,871 SH | Decreased-47,839 SH |
| APPLIED MATLS INC | COM | $1.4M | 0.2%Prev: 0.0% | 4,010 SH | Increased |
| APTARGROUP INC | COM | $16.5M | 2.8%Prev: 3.4% | 131,282 SH | Decreased-175,963 SH |
| ASSURANT INC | COM | $6.1M | 1.0%Prev: 2.3% | 27,817 SH | Decreased-122,454 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $2.5M | 0.4%Prev: 0.3% | 12,131 SH | Decreased-1,250 SH |
| BANK AMERICA CORP | COM | $251K | 0.0%Prev: 0.0% | 5,143 SH | Decreased-4,600 SH |
| BECTON DICKINSON & CO | COM | $427K | 0.1%Prev: 0.1% | 2,717 SH | Decreased-1,251 SH |
| BERKLEY W R CORP | COM | $282K | 0.0%Prev: 0.0% | 4,252 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.4M | 0.2%Prev: 0.1% | 2 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $423K | 0.1%Prev: 0.1% | 883 SH | Decreased-1,000 SH |
| C H ROBINSON WORLDWIDE IN | COM NEW | $913K | 0.2% | 5,500 SH | New |
| CANADIAN IMPERIAL BANK OF CO | COM | $208K | 0.0% | 2,200 SH | New |
| CANADIAN NATL RY CO | COM | $540K | 0.1%Prev: 0.0% | 5,250 SH | Increased |
| CAPITAL ONE FINL CORP | COM | $848K | 0.1%Prev: 0.1% | 4,651 SH | Increased+203 SH |
| CARRIER GLOBAL CORPORATION | COM | $345K | 0.1%Prev: 0.0% | 6,130 SH | Decreased-1,000 SH |
| CATERPILLAR INC | COM | $1.4M | 0.2%Prev: 0.1% | 2,004 SH | Increased-99 SH |
| CHEVRON CORPORATION | COM | $449K | 0.1% | 2,170 SH | New |
| CHURCH & DWIGHT CO INC | COM | $7.5M | 1.3%Prev: 2.4% | 80,528 SH | Decreased-212,216 SH |
| CISCO SYS INC | COM | $421K | 0.1%Prev: 0.0% | 5,429 SH | Increased+57 SH |
| CLEAN HARBORS INC | COM | $6.7M | 1.2%Prev: 1.6% | 23,432 SH | Decreased-83,551 SH |
| COCA COLA CO | COM | $553K | 0.1%Prev: 0.0% | 7,274 SH | Decreased-600 SH |
| COMFORT SYS USA INC | COM | $9.0M | 1.5%Prev: 1.9% | 6,556 SH | Decreased-70,825 SH |
| COMMERCE BANCSHARES INC | COM | $1.5M | 0.3%Prev: 0.2% | 30,380 SH | Decreased-2,583 SH |
| CONMED CORP | COM | $460K | 0.1%Prev: 0.6% | 13,017 SH | Decreased-121,819 SH |
| CONOCOPHILLIPS | COM | $385K | 0.1%Prev: 0.0% | 2,916 SH | Increased |
| COSTCO WHOLESALE CORPORATION | COM | $9.9M | 1.7% | 9,964 SH | New |
| CSW INDUSTRIALS INC | COM | $5.0M | 0.9%Prev: 2.0% | 19,074 SH | Decreased-71,262 SH |
| DANAHER CORP DEL | COM | $23.9M | 4.1% | 126,206 SH | New |
| DONALDSON INC | COM | $15.4M | 2.6%Prev: 2.2% | 181,180 SH | Decreased-270,013 SH |
| EATON CORP PLC | SHS | $1.2M | 0.2%Prev: 0.1% | 3,259 SH | Increased-175 SH |
| ECOLAB INC | COM | $8.8M | 1.5%Prev: 0.7% | 32,985 SH | Decreased-2,930 SH |
| ELI LILLY & CO | COM | $290K | 0.0%Prev: 0.0% | 315 SH | Decreased-40 SH |
| EMERSON ELEC CO | COM | $432K | 0.1%Prev: 0.0% | 3,300 SH | Increased |
| EXXON MOBIL CORP | COM | $6.3M | 1.1%Prev: 0.3% | 37,198 SH | Increased-100 SH |
| FASTENAL CO | COM | $8.9M | 1.5%Prev: 2.2% | 190,851 SH | Decreased-198,067 SH |
| FIDELITY NATL INFORMATION SV | COM | $6.8M | 1.2%Prev: 2.0% | 145,745 SH | Decreased-212,296 SH |
| FIFTH THIRD BANCORP | COM | $846K | 0.1%Prev: 0.1% | 18,200 SH | Increased |
| FISERV INC | COM | $13.8M | 2.4%Prev: 7.2% | 248,102 SH | Decreased-189,402 SH |
| FORTIVE CORP | COM | $5.7M | 1.0%Prev: 1.3% | 102,594 SH | Decreased-136,650 SH |
| FTI CONSULTING INC | COM | $3.6M | 0.6%Prev: 1.3% | 20,311 SH | Decreased-86,104 SH |
| GALLAGHER ARTHUR J & CO | COM | $16.3M | 2.8%Prev: 4.7% | 75,490 SH | Decreased-105,781 SH |
| GE AEROSPACE | COM NEW | $323K | 0.1%Prev: 0.0% | 1,139 SH | Increased |
| GE VERNOVA INC | COM | $319K | 0.1% | 366 SH | New |
| GENERAC HLDGS INC | COM | $2.4M | 0.4%Prev: 0.1% | 12,346 SH | Increased-2,352 SH |
| GLACIER BANCORP INC NEW | COM | $433K | 0.1% | 9,693 SH | New |
| GRACO INC | COM | $12.6M | 2.2%Prev: 2.7% | 148,326 SH | Decreased-291,311 SH |
| HOME DEPOT INC | COM | $902K | 0.2%Prev: 0.1% | 2,744 SH | Decreased-125 SH |
| HONEYWELL INTL INC | COM | $591K | 0.1%Prev: 0.0% | 2,614 SH | Increased-12 SH |
| IDACORP INC | COM | $210K | 0.0% | 1,467 SH | New |
| IDEX CORP | COM | $22.4M | 3.8%Prev: 3.3% | 117,999 SH | Decreased-124,136 SH |
| ILLINOIS TOOL WKS INC | COM | $2.4M | 0.4%Prev: 0.2% | 9,156 SH | Decreased-645 SH |
| INTEL CORP | COM | $406K | 0.1%Prev: 0.0% | 9,196 SH | Increased-1,095 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $896K | 0.2%Prev: 0.1% | 3,696 SH | Decreased+24 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.6M | 0.8%Prev: 0.1% | 24,043 SH | Increased+14,456 SH |
| INVESCO QQQ TR | UNIT SER 1 | $503K | 0.1%Prev: 0.0% | 871 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $204K | 0.0% | 573 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $224K | 0.0% | 1,050 SH | New |
| JOHNSON & JOHNSON | COM | $3.5M | 0.6%Prev: 0.2% | 14,466 SH | Increased-2,162 SH |
| JPMORGAN CHASE & CO | COM | $6.2M | 1.1% | 21,140 SH | New |
| KADANT INC | COM | $3.4M | 0.6%Prev: 1.4% | 11,626 SH | Decreased-44,834 SH |
| LANDSTAR SYS INC | COM | $8.8M | 1.5%Prev: 2.1% | 55,169 SH | Decreased-131,798 SH |
| M & T BK CORP | COM | $762K | 0.1%Prev: 0.1% | 3,687 SH | Decreased-1,983 SH |
| MASTERCARD INCORPORATED | CL A | $302K | 0.1%Prev: 0.0% | 604 SH | Decreased-26 SH |
| MCDONALDS CORP | COM | $694K | 0.1%Prev: 0.1% | 2,233 SH | Decreased-175 SH |
| MERCK & CO INC | COM | $438K | 0.1%Prev: 0.0% | 3,641 SH | Increased |
| MERIT MED SYS INC | COM | $1.0M | 0.2%Prev: 0.6% | 14,981 SH | Decreased-55,088 SH |
| MICRON TECHNOLOGY INC | COM | $4.0M | 0.7%Prev: 0.1% | 11,794 SH | Increased-3,428 SH |
| MICROSOFT CORP | COM | $4.3M | 0.7%Prev: 0.3% | 11,669 SH | Decreased-666 SH |
| MSA SAFETY INC | COM | $4.9M | 0.8%Prev: 1.5% | 29,726 SH | Decreased-108,372 SH |
| MSC INDL DIRECT INC | CL A | $563K | 0.1%Prev: 0.0% | 6,103 SH | Increased-100 SH |
| MURPHY USA INC | COM | $442K | 0.1%Prev: 0.5% | 894 SH | Decreased-12,097 SH |
| NETFLIX INC. | COM | $385K | 0.1% | 4,000 SH | New |
| NORDSON CORP | COM | $10.4M | 1.8%Prev: 2.1% | 39,072 SH | Decreased-98,692 SH |
| NVENT ELEC PLC | SHS | $9.7M | 1.7% | 81,796 SH | New |
| PAYCHEX INC | COM | $316K | 0.1%Prev: 0.0% | 3,426 SH | Decreased+600 SH |
| PENTAIR PLC | SHS | $2.7M | 0.5%Prev: 0.2% | 30,793 SH | Decreased-7,447 SH |
| PEPSICO INC | COM | $793K | 0.1%Prev: 0.1% | 5,108 SH | Decreased-311 SH |
| PHILLIPS 66 | COM | $256K | 0.0% | 1,407 SH | New |
| PNC FINL SVCS GROUP INC | COM | $569K | 0.1%Prev: 0.0% | 2,734 SH | Increased |
| PRICE T ROWE GROUP INC | COM | $218K | 0.0%Prev: 0.0% | 2,415 SH | Decreased |
| PROCTER & GAMBLE CO | COM | $1.9M | 0.3% | 12,986 SH | New |
| PROGRESS SOFTWARE CORP | COM | $960K | 0.2%Prev: 0.5% | 37,412 SH | Decreased-99,211 SH |
| PRUDENTIAL FINL INC | COM | $258K | 0.0%Prev: 0.0% | 2,640 SH | Increased+400 SH |
| QUEST DIAGNOSTICS INC | COM | $568K | 0.1%Prev: 0.0% | 2,900 SH | Increased |
| RBC BEARINGS INC | COM | $9.7M | 1.7%Prev: 2.1% | 17,904 SH | Decreased-71,804 SH |
| REGAL REXNORD CORPORATION | COM | $2.3M | 0.4%Prev: 0.4% | 12,241 SH | Decreased-33,810 SH |
| REPUBLIC SVCS INC | COM | $277K | 0.0%Prev: 0.0% | 1,265 SH | Decreased-45 SH |
| ROPER TECHNOLOGIES INC | COM | $14.8M | 2.5%Prev: 3.8% | 41,945 SH | Decreased-45,100 SH |
| ROSS STORES INC | COM | $2.0M | 0.3%Prev: 0.1% | 9,200 SH | Increased |
| ROYAL BK CDA | COM | $768K | 0.1%Prev: 0.0% | 4,749 SH | Increased-945 SH |
| RPM INTL INC | COM | $8.8M | 1.5%Prev: 2.1% | 88,060 SH | Decreased-152,166 SH |
| RTX CORPORATION | COM | $1.3M | 0.2%Prev: 0.1% | 6,981 SH | Increased-2,350 SH |
| S&P GLOBAL INC | COM | $5.5M | 0.9%Prev: 0.6% | 12,958 SH | Decreased-3,017 SH |
| SCHEIN HENRY INC | COM | $287K | 0.0% | 3,900 SH | New |
| SELECTIVE INS GROUP INC | COM | $542K | 0.1%Prev: 0.1% | 7,189 SH | Decreased-1,809 SH |
| SNAP ON INC | COM | $2.0M | 0.3%Prev: 0.2% | 5,602 SH | Decreased-1,574 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.4M | 0.2% | 2,103 SH | New |
| STRIDE INC | COM | $908K | 0.2% | 10,295 SH | New |
| STRYKER CORPORATION | COM | $251K | 0.0%Prev: 0.0% | 763 SH | Decreased+22 SH |
| TELEFLEX INCORPORATED | COM | $1.3M | 0.2%Prev: 0.2% | 10,904 SH | Decreased-4,423 SH |
| TESLA INC | COM | $590K | 0.1%Prev: 0.0% | 1,588 SH | Increased-60 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $18.9M | 3.2%Prev: 1.6% | 38,509 SH | Decreased-3,417 SH |
| TRAVELERS COMPANIES INC | COM | $477K | 0.1%Prev: 0.0% | 1,635 SH | Decreased-185 SH |
| TRUIST FINL CORP | COM | $247K | 0.0%Prev: 0.0% | 5,366 SH | Increased |
| UFP TECHNOLOGIES INC | COM | $3.2M | 0.6%Prev: 1.4% | 16,604 SH | Decreased-77,974 SH |
| UNION PAC CORP | COM | $287K | 0.0%Prev: 0.0% | 1,183 SH | Decreased-1,488 SH |
| US BANCORP | COM NEW | $3.6M | 0.6% | 68,606 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.1M | 0.2%Prev: 0.1% | 14,110 SH | Decreased-1,726 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $11.7M | 2.0%Prev: 1.0% | 149,538 SH | Decreased-27,314 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.5M | 0.4%Prev: 0.3% | 33,324 SH | Decreased-13,376 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.1M | 0.4%Prev: 0.2% | 41,845 SH | Decreased-12,668 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $609K | 0.1%Prev: 0.0% | 1,019 SH | Increased-106 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $732K | 0.1%Prev: 0.1% | 2,283 SH | Decreased-468 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.5M | 0.4%Prev: 0.2% | 42,437 SH | Decreased-8,204 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $6.3M | 1.1%Prev: 0.6% | 79,078 SH | Decreased-21,035 SH |
| VERALTO CORP | COM SHS | $4.8M | 0.8%Prev: 0.4% | 54,199 SH | Decreased-2,887 SH |
| VERISK ANALYTICS INC | COM | $11.5M | 2.0%Prev: 3.6% | 60,545 SH | Decreased-101,664 SH |
| VERIZON COMMUNICATIONS INC | COM | $228K | 0.0%Prev: 0.0% | 4,544 SH | Decreased-871 SH |
| VERTIV HOLDINGS CO | COM CL A | $20.7M | 3.5%Prev: 2.2% | 82,439 SH | Decreased-322,447 SH |
| VISA INC | COM CL A | $692K | 0.1%Prev: 0.1% | 2,291 SH | Decreased-1,100 SH |
| VONTIER CORPORATION | COM | $1.5M | 0.3%Prev: 0.1% | 41,701 SH | Increased+2,648 SH |
| WABTEC | COM | $1.7M | 0.3%Prev: 0.1% | 6,709 SH | Increased-1,750 SH |
| WALMART INC | COM | $2.6M | 0.4%Prev: 0.1% | 20,680 SH | Increased-994 SH |
| WATERS CORP | COM | $2.5M | 0.4%Prev: 0.3% | 8,267 SH | Decreased-1,914 SH |
| WAYSTAR HLDG CORP | COM | $2.0M | 0.3% | 81,979 SH | New |
| WELLS FARGO & CO | COM | $1.0M | 0.2% | 12,777 SH | New |
| WINMARK CORP | COM | $1.9M | 0.3%Prev: 0.7% | 4,473 SH | Decreased-26,375 SH |
| XYLEM INC | COM | $16.5M | 2.8%Prev: 2.8% | 137,928 SH | Decreased-175,224 SH |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | $781K | 0.1%Prev: 0.1% | 3,734 SH | Decreased-1,622 SH |