| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $830.4M | 4.76M | 8.5% | REDUCED | -188,297 |
| 2 | MICROSOFT CORP COM | $719.0M | 1.94M | 7.3% | ADDED | +29.5K |
| 3 | AMAZON COM INC COM | $542.1M | 2.60M | 5.5% | ADDED | +10.1K |
| 4 | ALPHABET INC CAP STK CL C | $462.3M | 1.61M | 4.7% | REDUCED | -86,359 |
| 5 | GRACO INC COM | $323.0M | 3.82M | 3.3% | REDUCED | -89,898 |
| 6 | JPMORGAN CHASE & CO COM | $310.1M | 1.05M | 3.2% | REDUCED | -222,207 |
| 7 | APPLE INC COM | $306.7M | 1.21M | 3.1% | REDUCED | -9,088 |
| 8 | ELI LILLY & CO COM | $300.1M | 326.3K | 3.1% | REDUCED | -19,039 |
| 9 | VISA INC COM CL A | $254.2M | 840.9K | 2.6% | ADDED | +38.4K |
| 10 | TORO CO COM | $254.1M | 2.72M | 2.6% | REDUCED | -703,840 |
| 11 | LITTELFUSE INC COM | $245.9M | 724.7K | 2.5% | REDUCED | -54,241 |
| 12 | NVENT ELEC PLC SHS | $244.4M | 2.07M | 2.5% | REDUCED | -44,791 |
| 13 | MOTOROLA SOLUTIONS INC COM NEW | $234.7M | 540.7K | 2.4% | ADDED | +15.5K |
| 14 | WEC ENERGY GROUP INC COM | $221.2M | 1.91M | 2.3% | ADDED | +1.9K |
| 15 | ALLIANT ENERGY CORP COM | $207.3M | 2.89M | 2.1% | REDUCED | -67,887 |
| 16 | ECOLAB INC COM | $202.7M | 761.8K | 2.1% | REDUCED | -8,753 |
| 17 | UNITEDHEALTH GROUP INC COM | $200.5M | 741.1K | 2.0% | REDUCED | -89,452 |
| 18 | META PLATFORMS INC CL A | $185.7M | 324.6K | 1.9% | ADDED | +8.1K |
| 19 | FASTENAL CO COM | $182.0M | 3.92M | 1.9% | REDUCED | -745,057 |
| 20 | VERIZON COMMUNICATIONS INC COM | $166.4M | 3.32M | 1.7% | REDUCED | -58,236 |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $164.3M | 486.3K | 1.7% | REDUCED | -294 |
| 22 | ENTEGRIS INC COM | $157.5M | 1.34M | 1.6% | REDUCED | -5,882 |
| 23 | FULLER H B CO COM | $145.7M | 2.36M | 1.5% | REDUCED | -49,450 |
| 24 | BIO-TECHNE CORP COM | $143.7M | 2.75M | 1.5% | REDUCED | -17,257 |
| 25 | JOHNSON & JOHNSON COM | $141.2M | 577.6K | 1.4% | REDUCED | -226,756 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 14, 2026