| ABBOTT LABORATORIES | COM | $2.2M | 0.3% | 24,230 SH | New |
| ABBVIE INC | COM | $3.9M | 0.6%Prev: 0.2% | 15,325 SH | Increased-982 SH |
| ACI WORLDWIDE INC | COM | $618K | 0.1%Prev: 0.1% | 12,280 SH | Decreased-3,383 SH |
| ALPHABET INC | CAP STK CL A | $503K | 0.1%Prev: 0.0% | 1,407 SH | Increased-493 SH |
| AMAZON COM INC | COM | $385K | 0.1%Prev: 0.0% | 1,615 SH | Increased-100 SH |
| AMERICAN EXPRESS CO | COM | $357K | 0.1%Prev: 0.0% | 1,055 SH | Decreased-590 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $684K | 0.1%Prev: 0.1% | 5,197 SH | Decreased-703 SH |
| AMETEK INC | COM | $41.8M | 6.6%Prev: 4.7% | 172,755 SH | Decreased-182,955 SH |
| AMGEN INC | COM | $2.2M | 0.3%Prev: 0.1% | 6,106 SH | Increased-268 SH |
| AMPHENOL CORP | CL A | $63.3M | 10.0% | 358,775 SH | New |
| APPLE INC | COM | $3.8M | 0.6%Prev: 0.3% | 13,048 SH | Increased-5,305 SH |
| APPLIED INDL TECHNOLOGIES IN | COM | $4.1M | 0.6%Prev: 1.0% | 12,007 SH | Decreased-49,130 SH |
| APPLIED MATLS INC | COM | $2.9M | 0.5%Prev: 0.1% | 4,010 SH | Increased |
| APTARGROUP INC | COM | $15.8M | 2.5%Prev: 3.4% | 126,187 SH | Decreased-176,857 SH |
| ASSURANT INC | COM | $7.3M | 1.1%Prev: 2.2% | 27,173 SH | Decreased-124,385 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $2.4M | 0.4%Prev: 0.3% | 10,631 SH | Decreased-2,300 SH |
| BANK OF AMER CORP | COM | $293K | 0.0% | 5,143 SH | New |
| BECTON DICKINSON & CO | COM | $385K | 0.1%Prev: 0.0% | 2,542 SH | Decreased-494 SH |
| BERKLEY W R CORP | COM | $300K | 0.0%Prev: 0.0% | 4,252 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.2%Prev: 0.1% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $442K | 0.1%Prev: 0.1% | 883 SH | Decreased-775 SH |
| C H ROBINSON WORLDWIDE IN | COM NEW | $1.0M | 0.2% | 5,500 SH | New |
| CANADIAN IMPERIAL BANK OF CO | COM | $253K | 0.0% | 2,200 SH | New |
| CANADIAN NATL RY CO | COM | $626K | 0.1%Prev: 0.0% | 5,250 SH | Increased |
| CAPITAL ONE FINL CORP | COM | $933K | 0.1%Prev: 0.1% | 4,651 SH | Decreased |
| CARRIER GLOBAL CORPORATION | COM | $439K | 0.1%Prev: 0.0% | 5,980 SH | Decreased-1,150 SH |
| CATERPILLAR INC | COM | $2.0M | 0.3%Prev: 0.1% | 1,924 SH | Increased-229 SH |
| CHEVRON CORPORATION | COM | $360K | 0.1% | 2,170 SH | New |
| CHURCH & DWIGHT CO INC | COM | $7.4M | 1.2%Prev: 2.0% | 76,358 SH | Decreased-209,152 SH |
| CISCO SYS INC | COM | $638K | 0.1%Prev: 0.0% | 5,429 SH | Increased+57 SH |
| CLEAN HARBORS INC | COM | $6.5M | 1.0%Prev: 1.8% | 21,597 SH | Decreased-85,414 SH |
| COCA COLA CO | COM | $591K | 0.1%Prev: 0.0% | 7,274 SH | Increased-600 SH |
| COMFORT SYS USA INC | COM | $12.3M | 1.9%Prev: 3.0% | 6,182 SH | Decreased-70,778 SH |
| COMMERCE BANCSHARES INC | COM | $1.8M | 0.3%Prev: 0.1% | 30,380 SH | Decreased+212 SH |
| CONOCOPHILLIPS | COM | $303K | 0.0%Prev: 0.0% | 2,916 SH | Increased |
| COSTCO WHOLESALE CORPORATION | COM | $9.2M | 1.4% | 9,821 SH | New |
| CSW INDUSTRIALS INC | COM | $5.2M | 0.8%Prev: 1.9% | 18,660 SH | Decreased-71,676 SH |
| DANAHER CORP DEL | COM | $23.3M | 3.7% | 122,583 SH | New |
| DONALDSON INC | COM | $15.7M | 2.5%Prev: 2.1% | 175,444 SH | Decreased-251,752 SH |
| EATON CORP PLC | SHS | $1.3M | 0.2%Prev: 0.1% | 3,159 SH | Increased-275 SH |
| ECOLAB INC | COM | $9.4M | 1.5%Prev: 0.7% | 33,673 SH | Increased-142 SH |
| ELI LILLY & CO | COM | $378K | 0.1%Prev: 0.0% | 315 SH | Decreased-529 SH |
| EMERSON ELEC CO | COM | $472K | 0.1%Prev: 0.0% | 3,300 SH | Increased |
| EXXON MOBIL CORP | COM | $5.1M | 0.8%Prev: 0.3% | 37,198 SH | Increased-300 SH |
| FASTENAL CO | COM | $9.5M | 1.5%Prev: 2.3% | 198,002 SH | Decreased-567,897 SH |
| FIDELITY NATL INFORMATION SV | COM | $4.2M | 0.7%Prev: 2.1% | 109,199 SH | Decreased-240,573 SH |
| FIFTH THIRD BANCORP | COM | $1.0M | 0.2%Prev: 0.1% | 18,200 SH | Increased |
| FISERV INC | COM | $11.3M | 1.8%Prev: 5.3% | 230,550 SH | Decreased-194,863 SH |
| FORTIVE CORP | COM | $6.0M | 0.9%Prev: 0.8% | 98,494 SH | Decreased-115,285 SH |
| FTI CONSULTING INC | COM | $2.8M | 0.4%Prev: 1.2% | 19,101 SH | Decreased-87,156 SH |
| GALLAGHER ARTHUR J & CO | COM | $17.3M | 2.7%Prev: 4.1% | 75,408 SH | Decreased-100,569 SH |
| GE AEROSPACE | COM NEW | $405K | 0.1%Prev: 0.0% | 1,084 SH | Increased-258 SH |
| GE VERNOVA INC | COM | $395K | 0.1%Prev: 0.0% | 336 SH | Increased-80 SH |
| GENERAC HLDGS INC | COM | $3.6M | 0.6%Prev: 0.2% | 12,179 SH | Increased-2,354 SH |
| GLACIER BANCORP INC NEW | COM | $500K | 0.1%Prev: 0.0% | 9,693 SH | Decreased-3,359 SH |
| GRACO INC | COM | $10.7M | 1.7%Prev: 2.7% | 141,828 SH | Decreased-294,211 SH |
| HOME DEPOT INC | COM | $862K | 0.1%Prev: 0.1% | 2,444 SH | Decreased-425 SH |
| HONEYWELL AEROSPACE INC | COM | $289K | 0.0% | 1,306 SH | New |
| HONEYWELL INTL INC | COM | $293K | 0.0%Prev: 0.0% | 1,307 SH | Decreased-1,269 SH |
| IDACORP INC | COM | $222K | 0.0% | 1,467 SH | New |
| IDEX CORP | COM | $25.9M | 4.1%Prev: 3.1% | 114,167 SH | Decreased-127,176 SH |
| ILLINOIS TOOL WKS INC | COM | $2.4M | 0.4%Prev: 0.2% | 8,906 SH | Increased-655 SH |
| INTEL CORP | COM | $1.1M | 0.2% | 8,096 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $1.0M | 0.2%Prev: 0.1% | 3,696 SH | Decreased+24 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $5.6M | 0.9%Prev: 0.1% | 26,281 SH | Increased+16,874 SH |
| INVESCO QQQ TR | UNIT SER 1 | $641K | 0.1%Prev: 0.0% | 871 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $235K | 0.0% | 573 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $255K | 0.0%Prev: 0.0% | 1,050 SH | Increased |
| JOHNSON & JOHNSON | COM | $3.6M | 0.6%Prev: 0.2% | 14,020 SH | Increased-2,183 SH |
| JPMORGAN CHASE & CO | COM | $7.0M | 1.1% | 21,421 SH | New |
| KADANT INC | COM | $3.6M | 0.6%Prev: 1.3% | 11,464 SH | Decreased-44,865 SH |
| LANDSTAR SYS INC | COM | $11.1M | 1.7%Prev: 1.8% | 53,452 SH | Decreased-126,562 SH |
| M & T BK CORP | COM | $878K | 0.1%Prev: 0.1% | 3,687 SH | Increased-100 SH |
| MASTERCARD INCORPORATED | CL A | $310K | 0.0%Prev: 0.0% | 604 SH | Decreased-26 SH |
| MCDONALDS CORP | COM | $604K | 0.1%Prev: 0.1% | 2,233 SH | Decreased-175 SH |
| MERCK & CO INC | COM | $416K | 0.1%Prev: 0.0% | 3,241 SH | Increased-400 SH |
| MERIT MED SYS INC | COM | $1.4M | 0.2%Prev: 0.6% | 20,149 SH | Decreased-73,817 SH |
| MICRON TECHNOLOGY INC | COM | $13.2M | 2.1%Prev: 0.1% | 11,450 SH | Increased-1,172 SH |
| MICROSOFT CORP | COM | $4.4M | 0.7%Prev: 0.4% | 11,669 SH | Decreased-629 SH |
| MIDDLEBY CORP | COM | $242K | 0.0%Prev: 0.0% | 1,405 SH | Decreased-600 SH |
| MSA SAFETY INC | COM | $5.1M | 0.8%Prev: 1.7% | 29,466 SH | Decreased-107,858 SH |
| MSC INDL DIRECT INC | CL A | $726K | 0.1%Prev: 0.0% | 6,103 SH | Increased-100 SH |
| MURPHY USA INC | COM | $437K | 0.1%Prev: 0.8% | 811 SH | Decreased-25,630 SH |
| NETFLIX INC. | COM | $286K | 0.0% | 4,000 SH | New |
| NORDSON CORP | COM | $11.3M | 1.8%Prev: 2.1% | 37,378 SH | Decreased-99,352 SH |
| NVENT ELEC PLC | SHS | $13.5M | 2.1% | 79,717 SH | New |
| PAYCHEX INC | COM | $337K | 0.1%Prev: 0.0% | 3,426 SH | Decreased+600 SH |
| PENTAIR PLC | SHS | $2.3M | 0.4%Prev: 0.3% | 30,593 SH | Decreased-7,322 SH |
| PEPSICO INC | COM | $692K | 0.1%Prev: 0.0% | 5,108 SH | Increased-11 SH |
| PHILLIPS 66 | COM | $238K | 0.0% | 1,407 SH | New |
| PNC FINL SVCS GROUP INC | COM | $673K | 0.1%Prev: 0.0% | 2,734 SH | Increased |
| PRICE T ROWE GROUP INC | COM | $275K | 0.0%Prev: 0.0% | 2,415 SH | Increased |
| PROCTER & GAMBLE CO | COM | $1.8M | 0.3% | 12,586 SH | New |
| PROGRESS SOFTWARE CORP | COM | $866K | 0.1%Prev: 1.1% | 25,800 SH | Decreased-201,826 SH |
| PRUDENTIAL FINL INC | COM | $274K | 0.0%Prev: 0.0% | 2,540 SH | Decreased-100 SH |
| QUEST DIAGNOSTICS INC | COM | $615K | 0.1%Prev: 0.0% | 2,900 SH | Increased |
| RALLIANT CORP | COM | $299K | 0.0%Prev: 0.3% | 4,061 SH | Decreased-67,192 SH |
| RBC BEARINGS INC | COM | $10.7M | 1.7%Prev: 2.5% | 16,672 SH | Decreased-72,982 SH |
| REGAL REXNORD CORPORATION | COM | $3.0M | 0.5%Prev: 0.1% | 12,632 SH | Increased-1,078 SH |
| REPUBLIC SVCS INC | COM | $270K | 0.0%Prev: 0.0% | 1,265 SH | Decreased-45 SH |
| ROPER TECHNOLOGIES INC | COM | $13.5M | 2.1%Prev: 3.5% | 39,955 SH | Decreased-46,276 SH |
| ROSS STORES INC | COM | $2.0M | 0.3%Prev: 0.1% | 9,200 SH | Increased |
| ROYAL BK CDA | COM | $983K | 0.2%Prev: 0.0% | 4,749 SH | Increased |
| RPM INTL INC | COM | $9.5M | 1.5%Prev: 1.9% | 85,463 SH | Decreased-153,734 SH |
| RTX CORPORATION | COM | $1.3M | 0.2%Prev: 0.1% | 6,861 SH | Increased-1,353 SH |
| S&P GLOBAL INC | COM | $5.2M | 0.8%Prev: 0.5% | 12,745 SH | Decreased-1,567 SH |
| SANDISK CORP | COM | $380K | 0.1% | 167 SH | New |
| SCHEIN HENRY INC | COM | $326K | 0.1% | 3,900 SH | New |
| SELECTIVE INS GROUP INC | COM | $694K | 0.1%Prev: 0.1% | 7,156 SH | Decreased-896 SH |
| SNAP ON INC | COM | $2.3M | 0.4%Prev: 0.2% | 5,602 SH | Increased-1,574 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $786K | 0.1% | 1,052 SH | New |
| STRIDE INC | COM | $911K | 0.1%Prev: 0.4% | 10,565 SH | Decreased-26,691 SH |
| STRYKER CORPORATION | COM | $240K | 0.0%Prev: 0.0% | 763 SH | Decreased+22 SH |
| TELEDYNE TECHNOLOGIES INC | COM | $213K | 0.0% | 320 SH | New |
| TELEFLEX INCORPORATED | COM | $1.3M | 0.2%Prev: 0.1% | 10,566 SH | Decreased-882 SH |
| TESLA INC | COM | $668K | 0.1%Prev: 0.0% | 1,588 SH | Increased-60 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $18.9M | 3.0%Prev: 1.2% | 37,791 SH | Increased-2,379 SH |
| TRAVELERS COMPANIES INC | COM | $540K | 0.1%Prev: 0.0% | 1,635 SH | Increased-235 SH |
| TRUIST FINL CORP | COM | $267K | 0.0%Prev: 0.0% | 5,366 SH | Increased |
| TYLER TECHNOLOGIES INC | COM | $479K | 0.1% | 1,638 SH | New |
| UFP TECHNOLOGIES INC | COM | $4.1M | 0.6%Prev: 1.8% | 15,484 SH | Decreased-83,426 SH |
| UNION PAC CORP | COM | $322K | 0.1%Prev: 0.0% | 1,183 SH | Decreased-888 SH |
| US BANCORP | COM NEW | $3.9M | 0.6% | 64,669 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.1M | 0.2%Prev: 0.1% | 14,110 SH | Increased+352 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $11.4M | 1.8%Prev: 1.0% | 146,058 SH | Decreased-28,018 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.7M | 0.4%Prev: 0.2% | 36,164 SH | Decreased-10,036 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.9M | 0.3%Prev: 0.2% | 37,382 SH | Decreased-16,606 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $201K | 0.0% | 2,328 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $700K | 0.1%Prev: 0.0% | 1,019 SH | Increased-11 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $845K | 0.1%Prev: 0.1% | 2,283 SH | Increased-468 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.5M | 0.4%Prev: 0.2% | 42,437 SH | Decreased-10,068 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $6.0M | 0.9%Prev: 0.5% | 75,668 SH | Decreased-19,380 SH |
| VERALTO CORP | COM SHS | $4.6M | 0.7%Prev: 0.4% | 51,908 SH | Decreased-3,462 SH |
| VERISK ANALYTICS INC | COM | $10.5M | 1.6%Prev: 3.6% | 58,351 SH | Decreased-100,584 SH |
| VERTIV HOLDINGS CO | COM CL A | $26.1M | 4.1%Prev: 3.7% | 77,849 SH | Decreased-319,832 SH |
| VISA INC | COM CL A | $752K | 0.1%Prev: 0.1% | 2,191 SH | Decreased-250 SH |
| VONTIER CORPORATION | COM | $1.3M | 0.2%Prev: 0.1% | 43,196 SH | Decreased+2,853 SH |
| WABTEC | COM | $1.8M | 0.3%Prev: 0.1% | 6,709 SH | Increased-1,351 SH |
| WALMART INC | COM | $2.3M | 0.4%Prev: 0.2% | 20,155 SH | Increased-1,535 SH |
| WATERS CORP | COM | $3.1M | 0.5%Prev: 0.2% | 8,136 SH | Decreased-755 SH |
| WAYSTAR HLDG CORP | COM | $1.2M | 0.2% | 57,164 SH | New |
| WELLS FARGO & CO | COM | $1.0M | 0.2% | 12,378 SH | New |
| WESTERN DIGITAL CORP | COM | $321K | 0.1% | 502 SH | New |
| WINMARK CORP | COM | $2.4M | 0.4%Prev: 0.9% | 5,668 SH | Decreased-28,129 SH |
| XYLEM INC | COM | $15.9M | 2.5%Prev: 2.9% | 134,363 SH | Decreased-176,552 SH |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | $811K | 0.1%Prev: 0.1% | 3,081 SH | Decreased-1,931 SH |