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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Apple | $50.2M | 197962 | 3.84% |
| 2 | Alphabet C | $48.9M | 170324 | 3.73% |
| 3 | Cisco Systems | $39.7M | 511861 | 3.04% |
| 4 | Alphabet A | $37.4M | 130076 | 2.86% |
| 5 | Stryker | $36.2M | 110160 | 2.77% |
| 6 | American Express | $35.2M | 116255 | 2.69% |
| 7 | Berkshire Hathaway | $32.7M | 68287 | 2.50% |
| 8 | Waters | $31.2M | 104675 | 2.38% |
| 9 | Linde | $29.0M | 58563 | 2.22% |
| 10 | Wells Fargo | $27.6M | 346986 | 2.11% |
| 11 | Idexx Laboratories | $27.6M | 49145 | 2.11% |
| 12 | Advanced Micro Devices | $25.8M | 126581 | 1.97% |
| 13 | Union Pacific | $24.6M | 101347 | 1.88% |
| 14 | Analog Devices | $24.5M | 77157 | 1.88% |
| 15 | Ametek | $23.3M | 108479 | 1.78% |
| 16 | Chevron | $23.1M | 111436 | 1.76% |
| 17 | Johnson & Johnson | $22.1M | 90576 | 1.69% |
| 18 | Aflac | $21.9M | 199783 | 1.68% |
| 19 | Oracle | $21.1M | 143393 | 1.61% |
| 20 | Visa | $20.0M | 66334 | 1.53% |
| 21 | Home Depot | $19.6M | 59581 | 1.50% |
| 22 | Paychex | $19.2M | 208140 | 1.47% |
| 23 | Palantir Technologies | $19.1M | 130901 | 1.46% |
| 24 | Sysco | $18.2M | 255591 | 1.39% |
| 25 | Microsoft | $17.8M | 47978 | 1.36% |
| 26 | Automatic Data Processing | $17.5M | 86248 | 1.34% |
| 27 | Intuitive Surgical | $17.4M | 37729 | 1.33% |
| 28 | Adobe | $16.9M | 69669 | 1.29% |
| 29 | Uber Technologies | $16.2M | 225456 | 1.24% |
| 30 | Abbott Laboratories | $15.6M | 152420 | 1.20% |
| 31 | Intuit | $15.6M | 36095 | 1.19% |
| 32 | Regeneron Pharmaceuticals | $15.3M | 19849 | 1.17% |
| 33 | Intel | $14.7M | 334027 | 1.13% |
| 34 | U.S. Bancorp | $14.7M | 283312 | 1.13% |
| 35 | Amazon.com | $14.4M | 69217 | 1.10% |
| 36 | Starbucks | $14.1M | 157239 | 1.08% |
| 37 | SS&C Technologies | $13.8M | 204673 | 1.06% |
| 38 | SLB | $13.6M | 264767 | 1.04% |
| 39 | Enbridge | $12.8M | 236707 | 0.98% |
| 40 | Ecolab | $12.5M | 46988 | 0.96% |
| 41 | T. Rowe Price Group | $12.0M | 132841 | 0.92% |
| 42 | Truist Financial | $12.0M | 260448 | 0.92% |
| 43 | NVIDIA | $11.4M | 65577 | 0.87% |
| 44 | Evergy | $11.3M | 137424 | 0.86% |
| 45 | Walt Disney | $11.1M | 115083 | 0.85% |
| 46 | IPG Photonics | $11.1M | 96662 | 0.85% |
| 47 | Veeva Systems | $11.0M | 62674 | 0.84% |
| 48 | GE Aerospace | $10.9M | 38479 | 0.83% |
| 49 | Spotify Technology | $10.6M | 21946 | 0.81% |
| 50 | Merck & Co. | $10.0M | 82835 | 0.76% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.