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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MARSH & MCLENNAN COS INC | $291.5M | 1680646 | 7.44% |
| 2 | MASTERCARD INCORPORATED | $287.0M | 574253 | 7.33% |
| 3 | LABCORP HOLDINGS INC | $261.3M | 979371 | 6.67% |
| 4 | INTUITIVE SURGICAL INC | $250.8M | 543889 | 6.40% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | $244.5M | 723299 | 6.24% |
| 6 | MICROSOFT CORP | $239.4M | 646783 | 6.11% |
| 7 | AMAZON COM INC | $238.5M | 1145061 | 6.09% |
| 8 | THERMO FISHER SCIENTIFIC INC | $215.5M | 438260 | 5.50% |
| 9 | CADENCE DESIGN SYSTEM INC | $209.0M | 752430 | 5.34% |
| 10 | AMPHENOL CORP NEW | $201.5M | 1594959 | 5.15% |
| 11 | TRACTOR SUPPLY CO | $191.4M | 4224554 | 4.89% |
| 12 | AMETEK INC | $183.2M | 854750 | 4.68% |
| 13 | BROADRIDGE FINL SOLUTIONS IN | $169.8M | 1044983 | 4.33% |
| 14 | AUTOMATIC DATA PROCESSING IN | $137.5M | 676863 | 3.51% |
| 15 | AVERY DENNISON CORP | $129.4M | 749182 | 3.30% |
| 16 | ALPHABET INC | $126.4M | 439539 | 3.23% |
| 17 | INTUIT | $121.6M | 281272 | 3.10% |
| 18 | BOSTON SCIENTIFIC CORP | $97.7M | 1558014 | 2.50% |
| 19 | ACCENTURE PLC IRELAND | $89.9M | 453800 | 2.30% |
| 20 | VERISK ANALYTICS INC | $80.3M | 423430 | 2.05% |
| 21 | ALPHABET INC | $79.5M | 277109 | 2.03% |
| 22 | XYLEM INC | $51.4M | 429702 | 1.31% |
| 23 | BERKSHIRE HATHAWAY INC DEL | $7.4M | 15470 | 0.19% |
| 24 | APPLE INC | $2.0M | 7944 | 0.05% |
| 25 | COSTCO WHSL CORP NEW | $1.9M | 1952 | 0.05% |
| 26 | UNITEDHEALTH GROUP INC | $1.3M | 4680 | 0.03% |
| 27 | SYNOPSYS INC | $1.1M | 2860 | 0.03% |
| 28 | JOHNSON & JOHNSON | $611K | 2500 | 0.02% |
| 29 | HONEYWELL INTL INC | $499K | 2208 | 0.01% |
| 30 | MCDONALDS CORP | $412K | 1327 | 0.01% |
| 31 | WHEATON PRECIOUS METALS CORP | $393K | 3000 | 0.01% |
| 32 | EXXON MOBIL CORP | $322K | 1900 | 0.01% |
| 33 | AMERICAN EXPRESS CO | $303K | 1000 | 0.01% |
| 34 | WEC ENERGY GROUP INC | $275K | 2380 | 0.01% |
| 35 | ABBVIE INC | $239K | 1100 | 0.01% |
| 36 | QUANTA SVCS INC | $229K | 417 | 0.01% |
| 37 | META PLATFORMS INC | $222K | 388 | 0.01% |
| 38 | DOLLAR GEN CORP NEW | $184K | 1550 | 0.00% |
| 39 | DEERE & CO | $183K | 325 | 0.00% |
| 40 | EDWARDS LIFESCIENCES CORP | $174K | 2167 | 0.00% |
| 41 | COCA COLA CO | $164K | 2162 | 0.00% |
| 42 | PALO ALTO NETWORKS INC | $154K | 960 | 0.00% |
| 43 | ALIGN TECHNOLOGY INC | $146K | 850 | 0.00% |
| 44 | WATSCO INC | $138K | 379 | 0.00% |
| 45 | METTLER TOLEDO INTERNATIONAL | $134K | 106 | 0.00% |
| 46 | MSCI INC | $132K | 245 | 0.00% |
| 47 | IDEXX LABS INC | $116K | 206 | 0.00% |
| 48 | STRYKER CORPORATION | $115K | 350 | 0.00% |
| 49 | LINDE PLC | $98K | 197 | 0.00% |
| 50 | ADVANCED MICRO DEVICES INC | $92K | 450 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.