| Berkshire Hathaway Inc. Class B (BRKB) | $1.2B | 6.21% | 2,451,783 | -56,414 | Trimmed |
| Alphabet Inc. (GOOGL) | $1.2B | 6.16% | 3,522,539 | -885,723 | Trimmed |
| Microsoft Corp. (MSFT) | $1.1B | 5.66% | 2,169,551 | -1,225,426 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.1B | 5.46% | 4,311,228 | -1,189,283 | Trimmed |
| Abbott Laboratories (ABT) | $892.7M | 4.54% | 9,032,294 | -918,534 | Trimmed |
| Charles Schwab Corp. (SCHW) | $873.5M | 4.44% | 8,936,661 | -1,770,283 | Trimmed |
| Amphenol Corp. (APH) | $797.1M | 4.05% | 9,455,421 | -1,858,513 | Trimmed |
| Intercontinental Exchange, Inc. (ICE) | $727.7M | 3.70% | 4,786,610 | -492,411 | Trimmed |
| Stryker Corp. (SYK) | $668.2M | 3.40% | 2,426,432 | +951,061 | Added |
| AMETEK Inc. (AME) | $646.4M | 3.29% | 2,609,096 | -128,574 | Trimmed |
| Fortive Corp. (FTV) | $645.2M | 3.28% | 11,771,552 | -336,287 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $614.5M | 3.13% | 910,320 | -995,655 | Trimmed |
| Meta Platforms, Inc. (META) | $591.6M | 3.01% | 815,848 | +438,412 | Added |
| S&P Global Inc. (SPGI) | $576.5M | 2.93% | 1,461,580 | -116,088 | Trimmed |
| Analog Devices Inc. (ADI) | $565.6M | 2.88% | 1,425,670 | +882,540 | Added |
| Roper Technologies Inc. (ROP) | $491.5M | 2.50% | 1,406,691 | +81,826 | Added |
| Visa Inc. (V) | $483.0M | 2.46% | 1,344,306 | -172,022 | Trimmed |
| Nike, Inc. (NKE) | $422.6M | 2.15% | 11,937,502 | +32,163 | Added |
| Linde plc (LIN) | $410.9M | 2.09% | 865,769 | +20,729 | Added |
| Accenture plc (ACN) | $409.0M | 2.08% | 2,230,301 | -259,837 | Trimmed |
| Danaher Corp. (DHR) | $325.9M | 1.66% | 1,470,982 | -2,452,053 | Trimmed |
| Apple Inc. (AAPL) | $319.8M | 1.63% | 960,298 | -2,254,326 | Trimmed |
| PepsiCo Inc. (PEP) | $313.3M | 1.59% | 2,472,175 | -82,419 | Trimmed |
| MercadoLibre, Inc. (MELI) | $293.2M | 1.49% | 169,647 | -18,200 | Trimmed |
| Zoetis Inc. (ZTS) | $293.1M | 1.49% | 4,197,645 | -13,333 | Trimmed |
| Mastercard Inc. (MA) | $284.1M | 1.45% | 515,192 | -20,389 | Trimmed |
| McDonald's Corp. (MCD) | $233.0M | 1.19% | 1,009,034 | +386,201 | Added |
| NVIDIA Corp. (NVDA) | $217.4M | 1.10% | 951,769 | -1,014,868 | Trimmed |
| Ralliant Corp. (RAL) | $187.3M | 0.95% | 2,707,213 | -314,111 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $180.2M | 0.92% | 394,920 | +8,890 | Added |
| lululemon athletica Inc. (LULU) | $173.2M | 0.88% | 1,801,026 | -15,334 | Trimmed |
| Medtronic plc (MDT) | $163.3M | 0.83% | 1,892,980 | +803,594 | Added |
| Magnum Ice Cream Co. NV (MICC) | $152.1M | 0.77% | 8,544,309 | -4,011,734 | Trimmed |
| Idex Corp. (IEX) | $139.7M | 0.71% | 612,907 | -33,960 | Trimmed |
| Broadcom Inc. (AVGO) | $135.1M | 0.69% | 384,669 | +140 | Held |
| Procter & Gamble Co. (PG) | $128.7M | 0.65% | 885,758 | -1,138,025 | Trimmed |
| Applied Materials Inc. (AMAT) | $113.8M | 0.58% | 222,505 | +15,697 | Added |
| Sherwin Williams Co. (SHW) | $113.7M | 0.58% | 351,649 | -45,228 | Trimmed |
| MSCI Inc. (MSCI) | $100.3M | 0.51% | 186,218 | +16,894 | Added |
| Johnson & Johnson (JNJ) | $89.5M | 0.46% | 338,111 | -231,838 | Trimmed |
| Nasdaq, Inc. (NDAQ) | $88.4M | 0.45% | 961,066 | +69,126 | Added |
| Dollar General Corp. (DG) | $86.2M | 0.44% | 720,715 | +15,492 | Added |
| Intuit Inc. (INTU) | $74.2M | 0.38% | 269,165 | -67,548 | Trimmed |
| Home Depot, Inc. (HD) | $72.7M | 0.37% | 255,620 | +63,720 | Added |
| Copart Inc. (CPRT) | $72.0M | 0.37% | 2,639,677 | +138,370 | Added |
| Verisk Analytics, Inc. (VRSK) | $67.3M | 0.34% | 400,699 | +77,247 | Added |
| 3M Co. (MMM) | $50.6M | 0.26% | 308,474 | -151,310 | Trimmed |
| Trane Technologies plc (TT) | $48.9M | 0.25% | 108,294 | -3,196 | Trimmed |
| Uber Technologies, Inc. (UBER) | $44.7M | 0.23% | 652,119 | -136,258 | Trimmed |
| BlackRock, Inc. (BLK) | $42.4M | 0.21% | 40,018 | -3,082 | Trimmed |
| Coca-Cola Co. (KO) | $42.3M | 0.21% | 491,264 | -6,968 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $40.8M | 0.21% | 250,435 | +14,004 | Added |
| TotalEnergies SE (TTE) | $39.1M | 0.20% | 456,239 | +58,875 | Added |
| Booking Holdings Inc. (BKNG) | $36.1M | 0.18% | 221,349 | -37,677 | Trimmed |
| American Express Co. (AXP) | $31.7M | 0.16% | 104,215 | +13,071 | Added |
| Spotify Technology S.A. (SPOT) | $30.9M | 0.16% | 63,403 | -8,518 | Trimmed |
| HDFC Bank Limited (HDB) | $29.4M | 0.15% | 1,317,360 | +178,050 | Added |
| International Business Machines Corp. (IBM) | $28.2M | 0.14% | 128,422 | -80,085 | Trimmed |
| Graco Inc. (GGG) | $27.9M | 0.14% | 363,093 | +363,093 | New position |
| Synopsys Inc. (SNPS) | $27.6M | 0.14% | 63,405 | +63,405 | New position |
| Netflix Inc. (NFLX) | $22.5M | 0.12% | 324,003 | -173,450 | Trimmed |
| Colgate-Palmolive Co. (CL) | $22.2M | 0.11% | 259,986 | -9,515 | Trimmed |
| Illinois Tool Works Inc. (ITW) | $18.7M | 0.10% | 72,663 | -7,608 | Trimmed |
| Walmart Inc. (WMT) | $17.1M | 0.09% | 165,010 | -11,947 | Trimmed |
| Becton Dickinson & Co. (BDX) | $17.1M | 0.09% | 95,779 | -21,118 | Trimmed |
| BioNTech SE (BNTX) | $17.0M | 0.09% | 173,272 | -2,052,866 | Trimmed |
| ConocoPhillips (COP) | $16.0M | 0.08% | 128,017 | +104,377 | Added |
| Micron Technology Inc. (MU) | $15.5M | 0.08% | 14,585 | +14,585 | New position |
| TJX Companies Inc. (TJX) | $14.8M | 0.07% | 111,655 | -57,072 | Trimmed |
| Automatic Data Processing Inc. (ADP) | $14.7M | 0.07% | 56,849 | -10,754 | Trimmed |
| ROSS Stores, Inc. (ROST) | $13.0M | 0.07% | 55,797 | +408 | Added |
| Moody's Corp. (MCO) | $11.7M | 0.06% | 25,790 | +1,550 | Added |
| Walt Disney Co. (DIS) | $10.8M | 0.06% | 103,330 | +1,694 | Added |
| IDEXX Laboratories Inc. (IDXX) | $9.0M | 0.05% | 17,194 | -76 | Trimmed |
| Cadence Design Systems Inc. (CDNS) | $8.8M | 0.04% | 26,650 | +25,089 | Added |
| Verizon Communications Inc. (VZ) | $8.7M | 0.04% | 190,699 | -6,850 | Trimmed |
| Ferrari N.V. (RACE) | $7.6M | 0.04% | 19,290 | -42,766 | Trimmed |
| Fortinet, Inc. (FTNT) | $6.4M | 0.03% | 35,890 | +21,901 | Added |
| Blackstone Inc. (BX) | $5.0M | 0.03% | 45,000 | 0 | Held |
| Union Pacific Corp. (UNP) | $5.0M | 0.03% | 18,460 | -695 | Trimmed |
| O'Reilly Automotive, Inc. (ORLY) | $5.0M | 0.03% | 58,699 | -6,768 | Trimmed |
| Mondelez International, Inc. (MDLZ) | $4.3M | 0.02% | 73,586 | -1,800 | Trimmed |
| Salesforce, Inc. (CRM) | $3.9M | 0.02% | 17,160 | -369,859 | Trimmed |
| Airbnb, Inc. (ABNB) | $3.2M | 0.02% | 19,989 | -26,695 | Trimmed |
| Berkshire Hathaway Inc. Del | $3.0M | 0.01% | 4 | 0 | Held |
| Intuitive Surgical Inc. (ISRG) | $2.9M | 0.01% | 7,125 | +7,125 | New position |
| Check Point Software Technologies Ltd. (CHKP) | $1.3M | 0.01% | 10,517 | +4,761 | Added |
| Fastenal Co. (FAST) | $815.0K | 0.00% | 16,455 | +16,455 | New position |
| Alphabet Inc. (GOOG) | $796.6K | 0.00% | 2,338 | 0 | Held |
| Old Dominion Freight Line, Inc. (ODFL) | $549.2K | 0.00% | 3,159 | 0 | Held |
| Starbucks Corp. (SBUX) | $531.7K | 0.00% | 5,659 | -162,400 | Trimmed |
| Deere & Co. (DE) | $336.4K | 0.00% | 501 | +501 | New position |