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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Nvidia | $6.5M | 37088 | 3.22% |
| 2 | Walmart | $4.1M | 33304 | 2.06% |
| 3 | Lam Research | $4.0M | 18937 | 2.02% |
| 4 | Costco | $3.6M | 3569 | 1.77% |
| 5 | Apple | $3.5M | 13650 | 1.73% |
| 6 | J.P. Morgan Chase | $3.4M | 11447 | 1.68% |
| 7 | Amphenol | $3.4M | 26511 | 1.67% |
| 8 | Analog Devices | $3.1M | 9895 | 1.57% |
| 9 | Amazon.com | $3.1M | 14680 | 1.52% |
| 10 | W.W. Grainger | $2.9M | 2655 | 1.44% |
| 11 | Chevron Corp. | $2.9M | 13876 | 1.43% |
| 12 | Caterpillar | $2.9M | 4039 | 1.43% |
| 13 | Alphabet Class A | $2.8M | 9821 | 1.41% |
| 14 | ExxonMobil | $2.8M | 16520 | 1.40% |
| 15 | Cencora | $2.8M | 8912 | 1.39% |
| 16 | Broadcom | $2.7M | 8823 | 1.36% |
| 17 | American Express | $2.7M | 8944 | 1.35% |
| 18 | AFLAC | $2.7M | 24329 | 1.33% |
| 19 | Amgen | $2.7M | 7574 | 1.33% |
| 20 | O'Reilly Auto | $2.6M | 27826 | 1.28% |
| 21 | Stryker | $2.6M | 7793 | 1.28% |
| 22 | Emerson Electric | $2.6M | 19523 | 1.27% |
| 23 | Expeditors Int'l | $2.5M | 17597 | 1.26% |
| 24 | Visa | $2.5M | 8213 | 1.24% |
| 25 | Illinois Tool Works | $2.5M | 9481 | 1.23% |
| 26 | Johnson & Johnson | $2.4M | 9754 | 1.19% |
| 27 | Hubbell | $2.4M | 4832 | 1.18% |
| 28 | Netflix | $2.3M | 24120 | 1.16% |
| 29 | PepsiCo | $2.3M | 14710 | 1.14% |
| 30 | Cisco Systems | $2.2M | 28756 | 1.11% |
| 31 | Fastenal Co. | $2.2M | 47246 | 1.09% |
| 32 | McDonalds | $2.2M | 7053 | 1.09% |
| 33 | Microsoft | $2.2M | 5873 | 1.08% |
| 34 | Church & Dwight | $2.2M | 23081 | 1.07% |
| 35 | Thermo Fisher Scientific | $2.1M | 4331 | 1.06% |
| 36 | Oracle Corp. | $2.1M | 14360 | 1.05% |
| 37 | Procter & Gamble | $2.1M | 14624 | 1.05% |
| 38 | Northrop Grumman | $2.1M | 3057 | 1.04% |
| 39 | Snap-on | $2.1M | 5653 | 1.02% |
| 40 | AbbVie | $2.0M | 9268 | 1.00% |
| 41 | Sherwin-Williams | $2.0M | 6240 | 1.00% |
| 42 | Air Products & Chem. | $2.0M | 6862 | 0.99% |
| 43 | Ecolab | $2.0M | 7476 | 0.99% |
| 44 | Advanced Micro | $2.0M | 9757 | 0.99% |
| 45 | Carlisle | $2.0M | 5855 | 0.97% |
| 46 | RTX Corp. | $1.9M | 10096 | 0.97% |
| 47 | Booking Holdings | $1.9M | 461 | 0.97% |
| 48 | NextEra Energy | $1.9M | 20532 | 0.95% |
| 49 | Colgate Palmolive | $1.8M | 21303 | 0.90% |
| 50 | Automatic Data Processing | $1.7M | 8210 | 0.83% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.