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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp | $149.4M | 858770 | 20.57% |
| 2 | Apple Inc | $64.1M | 252519 | 8.83% |
| 3 | Alphabet Inc CL A | $55.7M | 193280 | 7.66% |
| 4 | VISA Inc | $35.2M | 116475 | 4.84% |
| 5 | Stryker Corp | $28.7M | 87224 | 3.95% |
| 6 | Abbott Laboratories | $23.8M | 231296 | 3.28% |
| 7 | Casey's General Stores | $21.7M | 29846 | 2.99% |
| 8 | Amazon.com Inc | $20.7M | 99752 | 2.86% |
| 9 | Palo Alto Networks | $20.0M | 125279 | 2.76% |
| 10 | O'Reilly Automotive Inc | $17.6M | 190962 | 2.42% |
| 11 | Lowe's Companies Inc | $17.5M | 73997 | 2.40% |
| 12 | Alphabet Inc CL C | $16.6M | 57966 | 2.29% |
| 13 | Air Products & Chemicals | $16.5M | 56838 | 2.27% |
| 14 | Intuitive Surgical | $15.8M | 34244 | 2.17% |
| 15 | Automatic Data Proc | $14.5M | 71194 | 1.99% |
| 16 | Costco Wholesale Corp | $14.4M | 14429 | 1.98% |
| 17 | Norfolk Southern Corp | $14.1M | 49083 | 1.94% |
| 18 | Ecolab Inc | $13.9M | 52284 | 1.91% |
| 19 | Danaher Corporation | $10.5M | 55030 | 1.44% |
| 20 | Chipotle Mexican Grill | $9.0M | 279707 | 1.23% |
| 21 | Paycom Software | $8.3M | 68391 | 1.15% |
| 22 | Eaton Corp PLC | $8.3M | 23158 | 1.14% |
| 23 | Lilly (Eli) | $8.2M | 8951 | 1.13% |
| 24 | RTX Corp | $7.9M | 40798 | 1.08% |
| 25 | NextEra Energy Inc | $7.7M | 82846 | 1.06% |
| 26 | Novo-Nordisk A-S ADR | $7.6M | 206349 | 1.05% |
| 27 | Microsoft Corp | $7.6M | 20595 | 1.05% |
| 28 | Canadian Nat'l Railway | $7.5M | 72646 | 1.03% |
| 29 | Meta Platforms Inc | $7.0M | 12288 | 0.97% |
| 30 | Starbucks Corp | $6.8M | 75229 | 0.93% |
| 31 | Salesforce.com | $6.2M | 33091 | 0.85% |
| 32 | Johnson & Johnson | $5.7M | 23173 | 0.78% |
| 33 | JP Morgan Chase & Co | $4.6M | 15584 | 0.63% |
| 34 | Monster Beverage Corp | $4.2M | 58547 | 0.58% |
| 35 | Netflix Inc | $3.9M | 40249 | 0.53% |
| 36 | Home Depot | $3.6M | 10926 | 0.49% |
| 37 | PepsiCo Inc | $3.6M | 22999 | 0.49% |
| 38 | Paychex Inc | $3.5M | 38063 | 0.48% |
| 39 | Regeneron Pharmaceuticals | $3.4M | 4391 | 0.47% |
| 40 | McDonald's Corp | $2.9M | 9294 | 0.40% |
| 41 | AstraZeneca PLC | $2.8M | 14274 | 0.39% |
| 42 | Procter & Gamble | $2.4M | 16489 | 0.33% |
| 43 | Colgate-Palmolive | $2.3M | 26489 | 0.31% |
| 44 | ASML Holding NV | $2.3M | 1703 | 0.31% |
| 45 | Wal-Mart Stores | $2.0M | 16072 | 0.27% |
| 46 | AbbVie Inc | $1.5M | 7024 | 0.21% |
| 47 | Honeywell Int'l | $1.5M | 6721 | 0.21% |
| 48 | Analog Devices | $1.5M | 4732 | 0.21% |
| 49 | Celsius Holdings Inc | $1.2M | 35671 | 0.17% |
| 50 | Generac Holdings Inc | $1.1M | 5568 | 0.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.