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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Amazon Com Inc. | $19.9M | 95744 | 6.83% |
| 2 | Apple Computer | $18.5M | 72873 | 6.33% |
| 3 | Alphabet Inc Cl C | $18.0M | 62634 | 6.15% |
| 4 | Microsoft Corp | $16.2M | 43762 | 5.55% |
| 5 | Alphabet Inc Cl A | $13.3M | 46258 | 4.56% |
| 6 | Meta Platforms Inc Cl A | $12.5M | 21836 | 4.28% |
| 7 | Nvidia | $11.6M | 66575 | 3.98% |
| 8 | Visa Inc | $10.3M | 34164 | 3.54% |
| 9 | Grainger W W Inc | $9.5M | 8687 | 3.25% |
| 10 | Invsc SP 500 Equal ETF | $8.2M | 42696 | 2.81% |
| 11 | Equinix, Inc | $7.7M | 7870 | 2.64% |
| 12 | Schwab U.S. Large Cap ETF | $7.5M | 292876 | 2.57% |
| 13 | Ishares Russell Top 200 ETF | $6.5M | 40299 | 2.22% |
| 14 | Schlumberger LTD | $5.9M | 114203 | 2.01% |
| 15 | Resmed Inc | $5.6M | 24783 | 1.91% |
| 16 | 3M Company | $5.5M | 37902 | 1.89% |
| 17 | Oracle Corp | $5.4M | 36998 | 1.86% |
| 18 | Ecolab Inc. | $5.2M | 19587 | 1.78% |
| 19 | TJX Cos Inc New | $5.0M | 31113 | 1.70% |
| 20 | Spdr S&P Midcap 400 ETF | $4.8M | 7829 | 1.65% |
| 21 | Uber Technologies | $4.6M | 63414 | 1.56% |
| 22 | Union Pacific Corp | $4.5M | 18557 | 1.54% |
| 23 | Coca Cola Co. | $4.5M | 58769 | 1.53% |
| 24 | Chubb Ltd F | $4.1M | 12601 | 1.41% |
| 25 | Goldman Sachs Group Inc | $3.8M | 4482 | 1.30% |
| 26 | Schwab U.S. Mid Cap ETF | $3.6M | 116422 | 1.23% |
| 27 | Fastenal Company | $3.4M | 73890 | 1.17% |
| 28 | United Therapeutics | $3.4M | 5699 | 1.16% |
| 29 | E O G Resources Inc. | $3.2M | 21989 | 1.09% |
| 30 | Boston Scientific Co | $3.0M | 47855 | 1.03% |
| 31 | Thermo Fisher Scientific | $2.7M | 5504 | 0.93% |
| 32 | Salesforce.com | $2.6M | 14009 | 0.90% |
| 33 | Home Depot Inc. | $2.6M | 7880 | 0.89% |
| 34 | Palo Alto Networks Inc | $2.5M | 15523 | 0.85% |
| 35 | Accenture PLC CL A | $2.5M | 12467 | 0.85% |
| 36 | L3 Harris Technologies Inc | $2.3M | 6614 | 0.78% |
| 37 | Akamai Technologies Inc | $2.2M | 19582 | 0.77% |
| 38 | Starbucks Corp | $2.2M | 24202 | 0.74% |
| 39 | Servicenow, Inc | $2.1M | 20248 | 0.73% |
| 40 | Unitedhealth Group Inc | $2.0M | 7479 | 0.69% |
| 41 | Valmont Inds Inc | $2.0M | 4975 | 0.68% |
| 42 | Sysco Corp. | $1.9M | 27168 | 0.66% |
| 43 | Ulta Beauty Inc | $1.6M | 3052 | 0.55% |
| 44 | Expeditors Int'l WA | $1.5M | 10698 | 0.52% |
| 45 | Alkermes Plc | $1.5M | 43301 | 0.52% |
| 46 | Moderna Inc | $1.5M | 29122 | 0.51% |
| 47 | Ionis Pharmaceuticals Inc | $1.5M | 19646 | 0.51% |
| 48 | Generac Holdings Inc | $1.4M | 7410 | 0.50% |
| 49 | Novo-Nordisk AS | $1.4M | 39205 | 0.49% |
| 50 | Paypal Holdings Inc | $1.2M | 27459 | 0.43% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.