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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $830.4M | 4761351 | 8.53% |
| 2 | MICROSOFT CORP | $719.0M | 1942391 | 7.38% |
| 3 | AMAZON COM INC | $542.1M | 2602912 | 5.57% |
| 4 | ALPHABET INC | $462.3M | 1611610 | 4.75% |
| 5 | GRACO INC | $323.0M | 3815684 | 3.32% |
| 6 | JPMORGAN CHASE & CO | $310.1M | 1054197 | 3.18% |
| 7 | APPLE INC | $306.7M | 1208398 | 3.15% |
| 8 | ELI LILLY & CO | $300.1M | 326306 | 3.08% |
| 9 | VISA INC | $254.2M | 840917 | 2.61% |
| 10 | TORO CO | $254.1M | 2718983 | 2.61% |
| 11 | LITTELFUSE INC | $245.9M | 724710 | 2.52% |
| 12 | NVENT ELEC PLC | $244.4M | 2066420 | 2.51% |
| 13 | MOTOROLA SOLUTIONS INC | $234.7M | 540732 | 2.41% |
| 14 | WEC ENERGY GROUP INC | $221.2M | 1910685 | 2.27% |
| 15 | ALLIANT ENERGY CORP | $207.3M | 2889060 | 2.13% |
| 16 | ECOLAB INC | $202.7M | 761818 | 2.08% |
| 17 | UNITEDHEALTH GROUP INC | $200.5M | 741083 | 2.06% |
| 18 | META PLATFORMS INC | $185.7M | 324625 | 1.91% |
| 19 | FASTENAL CO | $182.0M | 3922442 | 1.87% |
| 20 | VERIZON COMMUNICATIONS INC | $166.4M | 3315436 | 1.71% |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC | $164.3M | 486253 | 1.69% |
| 22 | ENTEGRIS INC | $157.5M | 1343104 | 1.62% |
| 23 | FULLER H B CO | $145.7M | 2361617 | 1.50% |
| 24 | BIO-TECHNE CORP | $143.7M | 2750282 | 1.48% |
| 25 | JOHNSON & JOHNSON | $141.2M | 577590 | 1.45% |
| 26 | C H ROBINSON WORLDWIDE IN | $140.9M | 848203 | 1.45% |
| 27 | SHERWIN WILLIAMS CO | $140.3M | 437760 | 1.44% |
| 28 | FISERV INC | $120.1M | 2152853 | 1.23% |
| 29 | WELLS FARGO & CO | $108.7M | 1365876 | 1.12% |
| 30 | ROCKWELL AUTOMATION INC | $101.8M | 283553 | 1.04% |
| 31 | WASTE MGMT INC DEL | $91.5M | 398240 | 0.94% |
| 32 | AMERIPRISE FINL INC | $87.6M | 197047 | 0.90% |
| 33 | PALO ALTO NETWORKS INC | $85.4M | 532679 | 0.88% |
| 34 | HORMEL FOODS CORP | $77.4M | 3417959 | 0.79% |
| 35 | ABBOTT LABORATORIES | $74.1M | 721778 | 0.76% |
| 36 | CASEYS GEN STORES INC | $69.8M | 95937 | 0.72% |
| 37 | QUALCOMM INC | $61.6M | 478055 | 0.63% |
| 38 | COGNEX CORP | $60.0M | 1223875 | 0.62% |
| 39 | TENNANT CO | $53.4M | 803464 | 0.55% |
| 40 | 3M CO | $51.1M | 351848 | 0.52% |
| 41 | HOME DEPOT INC | $50.5M | 153398 | 0.52% |
| 42 | HONEYWELL INTL INC | $47.1M | 208448 | 0.48% |
| 43 | AMERICAN EXPRESS CO | $45.0M | 148821 | 0.46% |
| 44 | TEXAS INSTRS INC | $44.9M | 231151 | 0.46% |
| 45 | IDACORP INC | $43.1M | 301377 | 0.44% |
| 46 | WORKIVA INC | $42.7M | 715640 | 0.44% |
| 47 | DONALDSON INC | $42.4M | 499374 | 0.44% |
| 48 | PIPER SANDLER COMPANIES | $41.8M | 546090 | 0.43% |
| 49 | TRAVELERS COMPANIES INC | $41.5M | 142414 | 0.43% |
| 50 | MEDPACE HLDGS INC | $41.2M | 85720 | 0.42% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.