| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | APPLE INC COM CS | $532.5M | 2.10M | 6.5% | ADDED | +31.5K |
| 2 | ALPHABET INC CAP STK CL A CS | $452.6M | 1.57M | 5.6% | ADDED | +1.57M |
| 3 | COSTCO WHSL CORP NEW COM CS | $425.2M | 426.8K | 5.2% | ADDED | +426.7K |
| 4 | MICROSOFT CORP COM CS | $360.6M | 974.2K | 4.4% | ADDED | +974.2K |
| 5 | NVIDIA CORP COM CS | $338.5M | 1.94M | 4.2% | ADDED | +4.6K |
| 6 | VISA INC COM CL A CS | $325.2M | 1.08M | 4.0% | ADDED | +1.08M |
| 7 | AMAZON COM INC COM CS | $234.7M | 1.13M | 2.9% | REDUCED | -4,171 |
| 8 | ECOLAB INC COM CS | $192.3M | 722.9K | 2.4% | ADDED | +722.8K |
| 9 | TJX COS INC NEW COM CS | $187.1M | 1.17M | 2.3% | ADDED | +1.17M |
| 10 | EATON CORP PLC SHS CS | $183.3M | 512.6K | 2.3% | ADDED | +512.6K |
| 11 | BROADCOM INC CS | $178.2M | 575.8K | 2.2% | REDUCED | -1,267 |
| 12 | JPMORGAN CHASE & CO COM CS | $170.9M | 580.9K | 2.1% | ADDED | +11.2K |
| 13 | IDEXX LABS INC COM CS | $148.0M | 263.4K | 1.8% | ADDED | +263.3K |
| 14 | ALPHABET INC CAP STK CL C CS | $146.0M | 508.9K | 1.8% | REDUCED | -18,843 |
| 15 | METTLER TOLEDO INTERNATIONAL C CS | $135.5M | 107.4K | 1.7% | ADDED | +107.4K |
| 16 | BERKSHIRE HATHAWAY INC DEL CL CS | $124.2M | 259.2K | 1.5% | ADDED | +259.2K |
| 17 | INTUIT COM CS | $122.2M | 282.6K | 1.5% | ADDED | +282.5K |
| 18 | O REILLY AUTOMOTIVE INC NEW CO CS | $117.3M | 1.27M | 1.4% | ADDED | +1.27M |
| 19 | AUTOMATIC DATA PROCESSING INC CS | $109.6M | 539.5K | 1.3% | ADDED | +539.3K |
| 20 | AMPHENOL CORP NEW CL A CS | $103.3M | 817.9K | 1.3% | ADDED | +817.5K |
| 21 | SHERWIN-WILLIAMS CO CS | $100.3M | 312.8K | 1.2% | REDUCED | -1,764 |
| 22 | INTUITIVE SURGICAL INC COM NEW CS | $98.8M | 214.3K | 1.2% | ADDED | +3.5K |
| 23 | DOVER CORPORATION (Special) SB | $98.6M | 472.8K | 1.2% | REDUCED | -8,972 |
| 24 | JOHNSON & JOHNSON COM CS | $92.9M | 380.1K | 1.1% | REDUCED | -3,312 |
| 25 | ISHARES SHORT-TERM CORP B ETF | $92.0M | 1.75M | 1.1% | ADDED | +8.6K |
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 5, 2026