| Kadant Inc. KAI | $24.5M | 0.64 | 74,669 | +8.43% | +$1.9M | 0.58 | |
| Eagle Materials Inc. EXP | $31.96M | 0.35 | 117,617 | +2.71% | +$843,784.79 | 0.75 | |
| Curtiss-Wright Corporation CW | $28.12M | 0.29 | 109,867 | +6.93% | +$1.82M | 0.66 | |
| Nordson Corporation NDSN | $41.84M | 0.27 | 152,385 | +0.19% | +$77,695.03 | 0.99 | |
| PTC Inc. PTC | $58.17M | 0.26 | 307,880 | +0.13% | +$72,741.96 | 1.37 | |
| Tyler Technologies, Inc. TYL | $45.89M | 0.25 | 107,973 | +1.3% | +$589,065.12 | 1.08 | |
Fortune Brands Innovations, Inc. FBIN | $25.22M | 0.24 | 297,843 | -1.43% | -$365,944.12 | 0.59 | |
| The Cooper Companies, Inc. COO | $40.82M | 0.2 | 402,312 | +291.54% | +$30.39M | 0.96 | |
| STERIS plc STE | $42.08M | 0.19 | 187,174 | +1.94% | +$801,034.33 | 0.99 | |
| Watsco, Inc. WSO | $33.31M | 0.17 | 77,104 | +4.82% | +$1.53M | 0.78 | |
| Entegris, Inc. ENTG | $35.4M | 0.17 | 251,857 | -3.42% | -$1.25M | 0.83 | |
| Avery Dennison Corporation AVY | $24.91M | 0.14 | 111,579 | +0.65% | +$161,632.81 | 0.59 | |
| Fair Isaac Corporation FICO | $30.19M | 0.1 | 24,159 | +3.26% | +$952,191.24 | 0.71 | |
| West Pharmaceutical Services, Inc. WST | $27.58M | 0.1 | 69,710 | +5.62% | +$1.47M | 0.65 | |
| Monolithic Power Systems, Inc. MPWR | $30.17M | 0.09 | 44,536 | -6.65% | -$2.15M | 0.71 | |
| AMETEK, Inc. AME | $33.14M | 0.08 | 181,217 | +0.81% | +$265,936.92 | 0.78 | |
| CDW Corporation CDW | $25.58M | 0.07 | 100,000 | -1.32% | -$343,000.91 | 0.6 | |
| Edwards Lifesciences Corporation EW | $36.15M | 0.06 | 378,330 | +0.5% | +$179,461.72 | 0.85 | |
Kenvue Inc. KVUE | $24.94M | 0.06 | 1.16M | -1.32% | -$333,488.43 | 0.59 | |
| Synopsys, Inc. SNPS | $50.59M | 0.06 | 88,515 | +1.9% | +$941,831.15 | 1.19 | |
| Equinix, Inc. EQIX | $35.99M | 0.05 | 43,603 | -0.79% | -$285,562.40 | 0.85 | |
| CME Group Inc. CME | $29.62M | 0.04 | 137,579 | -0.33% | -$96,665.10 | 0.7 | |
| Palo Alto Networks, Inc. PANW | $34.32M | 0.04 | 120,795 | -1.35% | -$469,382.77 | 0.81 | |
| The TJX Companies, Inc. TJX | $41.59M | 0.04 | 410,049 | +0.27% | +$113,286.14 | 0.98 | |
| Booking Holdings Inc. BKNG | $41.67M | 0.03 | 11,486 | +0.65% | +$268,467.03 | 0.98 | |
| S&P Global Inc. SPGI | $45.14M | 0.03 | 106,098 | -0.89% | -$404,177.01 | 1.06 | |
| The Progressive Corporation PGR | $39.84M | 0.03 | 192,619 | -0.23% | -$90,794.08 | 0.94 | |
| Danaher Corporation DHR | $50.39M | 0.03 | 201,796 | +18.2% | +$7.76M | 1.19 | |
| Chubb Limited CB | $24.81M | 0.02 | 95,752 | -2.48% | -$632,279.27 | 0.58 | |
| Salesforce, Inc. CRM | $52.64M | 0.02 | 174,793 | -3.31% | -$1.8M | 1.24 | |
| The Walt Disney Company DIS | $36.96M | 0.02 | 302,067 | +0.87% | +$318,135.80 | 0.87 | |
| JPMorgan Chase & Co. JPM | $87.27M | 0.02 | 435,677 | +19.96% | +$14.52M | 2.06 | |
| Visa Inc. V | $80.65M | 0.01 | 288,986 | +18.9% | +$12.82M | 1.9 | |
| UnitedHealth Group Incorporated UNH | $43.28M | 0.01 | 87,489 | +59.37% | +$16.12M | 1.02 | |
| PepsiCo, Inc. PEP | $23.77M | 0.01 | 135,798 | +182.06% | +$15.34M | 0.56 | |
| Merck & Co., Inc. MRK | $30.11M | 0.01 | 228,159 | +56.79% | +$10.9M | 0.71 | |
| Amazon.com, Inc. AMZN | $83.54M | <0.01 | 463,149 | +12.47% | +$9.26M | 1.97 | |
| Microsoft Corporation MSFT | $111.29M | <0.01 | 264,534 | +18.22% | +$17.15M | 2.62 | |
Alphabet Inc. GOOGL | $55.34M | <0.01 | 366,656 | +0.86% | +$473,317.00 | 1.3 | |
| Alphabet Inc. GOOG | $55.57M | <0.01 | 364,971 | +26.31% | +$11.57M | 1.31 | |
| Apple Inc. AAPL | $57.07M | <0.01 | 332,781 | +1.54% | +$864,431.18 | 1.34 | |
iShares 1-3 Year Treasury Bond ETF SHY | $59.31M | <0.01 | 725,183 | New | +$59.31M | 1.4 | |
Schwab U.S. Large-Cap ETF SCHX | $77.51M | <0.01 | 1.25M | New | +$77.51M | 1.83 | |
Schwab U.S. Mid-Cap ETF SCHM | $27.21M | <0.01 | 334,170 | New | +$27.21M | 0.64 | |
Schwab U.S. Dividend Equity ETF SCHD | $25.48M | <0.01 | 316,057 | +5.95% | +$1.43M | 0.6 | |
iShares Core S&P 500 ETF IVV | $68.73M | <0.01 | 130,731 | +1,134.71% | +$63.16M | 1.62 | |
iShares MSCI EAFE ETF EFA | $23.94M | <0.01 | 299,763 | +11.31% | +$2.43M | 0.56 | |
iShares Core S&P Small-Cap ETF IJR | $28.33M | <0.01 | 256,332 | +69.03% | +$11.57M | 0.67 | |
iShares 3-7 Year Treasury Bond ETF IEI | $37.45M | <0.01 | 323,339 | New | +$37.45M | 0.88 | |
SPDR S&P 500 ETF Trust SPY | $67.6M | <0.01 | 129,244 | +11.51% | +$6.98M | 1.59 |