Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	Nvidia	53,286	$6.471M	3.1%	$92.36	+27.8%	—	67066G104
COST	Costco	4,161	$3.689M	1.7%	$88.24	+876.8%	—	22160K105
—	Oracle Corp.	21,531	$3.669M	1.7%	$31.85	—	—	68389x105
WMT	Walmart	44,704	$3.61M	1.7%	$44.98	+61.1%	—	931142103
AAPL	Apple	15,415	$3.592M	1.7%	$77.97	+184.7%	—	037833100
FISV	Fiserv	18,569	$3.336M	1.6%	$50.32	+227.8%	—	337738108
AFL	AFLAC	28,676	$3.206M	1.5%	$28.81	+242.8%	—	001055102
AMZN	Amazon.com	17,069	$3.18M	1.5%	$118.08	+54.5%	—	023135106
AXP	American Express	11,559	$3.135M	1.5%	$60.88	+302.6%	—	025816109
SYK	Stryker	8,675	$3.134M	1.5%	$58.86	+478.4%	—	863667101
JPM	J.P. Morgan Chase	14,533	$3.064M	1.5%	$46.72	+338.7%	—	46625H100
GWW	W.W. Grainger	2,929	$3.043M	1.4%	$188.99	+406.3%	—	384802104
CSL	Carlisle	6,490	$2.919M	1.4%	$70.89	+473.1%	—	142339100
UNH	UnitedHealth Group	4,902	$2.866M	1.4%	$164.29	+233.7%	—	91324P102
MSFT	Microsoft	6,639	$2.857M	1.4%	$26.70	+1484.5%	—	594918104
TMO	Thermo Fisher Scientific	4,475	$2.768M	1.3%	$80.23	+634.3%	—	883556102
APH	Amphenol	41,690	$2.717M	1.3%	$38.42	+66.7%	—	032095101
—	D.R. Horton	14,166	$2.703M	1.3%	$42.01	—	—	23331a109
AMGN	Amgen	8,208	$2.645M	1.3%	$83.82	+273.6%	—	031162100
—	Visa	9,530	$2.62M	1.2%	$99.57	—	—	92826c839
ITW	Illinois Tool Works	9,920	$2.6M	1.2%	$55.95	+324.1%	—	452308109
ADI	Analog Devices	11,217	$2.582M	1.2%	$106.30	+107.1%	—	032654105
SHW	Sherwin-Williams	6,637	$2.533M	1.2%	$198.20	+74.0%	—	824348106
CHD	Church & Dwight	24,129	$2.527M	1.2%	$36.85	+173.8%	—	171340102
—	Booking Holdings	596	$2.512M	1.2%	$2256.19	—	—	09857l108
PG	Procter & Gamble	14,337	$2.483M	1.2%	$58.18	+182.3%	—	742718109
EXPD	Expeditors Int'l	18,719	$2.46M	1.2%	$66.72	+80.2%	—	302130109
ORLY	O'Reilly Auto	2,107	$2.426M	1.1%	$10.45	+602.8%	—	67103H107
COR	Cencora	10,726	$2.414M	1.1%	$93.01	+146.9%	—	03073E105
CAT	Caterpillar	6,133	$2.399M	1.1%	$201.95	+67.7%	—	149123101
—	Netflix	3,358	$2.382M	1.1%	$551.01	—	—	64110l106
ADP	Automatic Data Processing	8,386	$2.321M	1.1%	$47.72	+431.2%	—	053015103
MCD	McDonalds	7,501	$2.284M	1.1%	$97.11	+174.6%	—	580135101
APD	Air Products & Chem.	7,496	$2.232M	1.1%	$127.28	+106.8%	—	009158106
CL	Colgate Palmolive	21,417	$2.223M	1.1%	$47.13	+109.9%	—	194162103
PEP	PepsiCo	13,068	$2.222M	1.1%	$59.69	+172.9%	—	713448108
EMR	Emerson Electric	20,286	$2.219M	1.1%	$43.38	+142.2%	—	291011104
DHR	Danaher	7,918	$2.201M	1.0%	$38.00	+590.6%	—	235851102
—	AbbVie	11,103	$2.193M	1.0%	$106.79	—	—	00287y109
—	Broadcom	12,592	$2.172M	1.0%	$253.73	—	—	11135f101
—	Alphabet Class A	12,416	$2.059M	1.0%	$130.33	—	—	02079k305
TSCO	Tractor Supply Co.	6,880	$2.002M	0.9%	$33.96	+54.7%	—	892356106
CTAS	Cintas	9,654	$1.988M	0.9%	$157.31	+21.3%	—	172908105
—	Adobe Systems	3,827	$1.982M	0.9%	$467.43	—	—	00724f101
FAST	Fastenal Co.	27,328	$1.952M	0.9%	$14.74	+123.4%	—	311900104
XOM	ExxonMobil	16,620	$1.948M	0.9%	$65.05	+69.2%	—	30231G102
ECL	Ecolab	7,559	$1.93M	0.9%	$77.69	+210.3%	—	278865100
NOC	Northrop Grumman	3,438	$1.815M	0.9%	$140.13	+241.1%	—	666807102
LRCX	Lam Research	2,220	$1.812M	0.9%	$85.67	0.0%	—	512807306
CVX	Chevron Corp.	12,039	$1.773M	0.8%	$82.17	+70.3%	—	166764100
AVY	Avery Dennison	7,767	$1.715M	0.8%	$86.52	+142.6%	—	053611109
INTU	Intuit	2,741	$1.702M	0.8%	$91.87	+589.0%	—	461202103
DOV	Dover	8,819	$1.691M	0.8%	$48.69	+268.5%	—	260003108
JNJ	Johnson & Johnson	10,369	$1.68M	0.8%	$66.40	+129.9%	—	478160104
CSCO	Cisco Systems	31,507	$1.677M	0.8%	$20.57	+127.4%	—	17275R102
LOW	Lowes	6,142	$1.664M	0.8%	$46.18	+411.4%	—	548661107
—	NextEra Energy	19,467	$1.646M	0.8%	$73.96	—	—	65339f101
AMD	Advanced Micro	9,966	$1.635M	0.8%	$51.19	+196.8%	—	007903107
VMC	Vulcan Materials	6,442	$1.613M	0.8%	$143.61	+71.2%	—	929160109
HD	Home Depot	3,964	$1.606M	0.8%	$72.11	+389.0%	—	437076102
ABT	Abbott Laboratories	14,037	$1.6M	0.8%	$33.83	+216.5%	—	002824100
FDS	Factset Research	3,464	$1.593M	0.8%	$168.74	+147.8%	—	303075105
BALL	Ball Corp.	22,667	$1.539M	0.7%	$32.48	+91.5%	—	058498106
SBUX	Starbucks	15,682	$1.529M	0.7%	$49.41	+67.6%	—	855244109
MAR	Marriott Intl. Class A	5,852	$1.455M	0.7%	$159.53	+44.0%	—	571903202
SNA	Snap-on	4,956	$1.436M	0.7%	$148.08	+79.4%	—	833034101
TXN	Texas Instruments	6,825	$1.41M	0.7%	$30.51	+532.5%	—	882508104
META	Meta Platforms	2,448	$1.401M	0.7%	$110.03	+365.4%	—	30303M102
CTSH	Cognizant Tech	17,732	$1.369M	0.6%	$40.15	+81.5%	—	192446102
ROP	Roper Technologies	2,427	$1.35M	0.6%	$118.61	+359.1%	—	776696106
NKE	Nike	15,111	$1.336M	0.6%	$53.69	+41.6%	—	654106103
EW	Edwards Lifesciences	20,236	$1.335M	0.6%	$60.19	+20.7%	—	28176E108
BDX	Becton Dickinson	5,511	$1.329M	0.6%	$113.89	+99.9%	—	075887109
IDXX	IDEXX Laboratories	2,619	$1.323M	0.6%	$150.80	+222.2%	—	45168D104
HON	Honeywell	6,398	$1.323M	0.6%	$64.54	+191.8%	—	438516106
CLX	Clorox	7,949	$1.295M	0.6%	$106.78	+32.2%	—	189054109
—	Alphabet Class C	7,444	$1.244M	0.6%	$127.15	—	—	02079k107
LMT	Lockheed Martin	2,079	$1.215M	0.6%	$198.32	+160.4%	—	539830109
—	Constellation Brands	4,690	$1.208M	0.6%	$214.79	—	—	21036p108
GPC	Genuine Parts	8,179	$1.142M	0.5%	$64.31	+106.4%	—	372460105
—	CBRE Group	8,853	$1.102M	0.5%	$72.05	—	—	12504l109
DIS	Walt Disney	11,185	$1.076M	0.5%	$69.27	+30.8%	—	254687106
LLY	Eli Lilly	1,198	$1.061M	0.5%	$45.17	+1871.2%	—	532457108
SJM	J.M. Smucker	8,425	$1.02M	0.5%	$99.94	+11.6%	—	832696405
—	ConocoPhillips	9,512	$1.001M	0.5%	$90.57	—	—	20825c104
—	RTX Corp.	8,130	$985K	0.5%	$62.45	—	—	75513e101
—	Check Point Software	5,099	$983K	0.5%	$107.97	—	—	m22465104
BMY	Bristol-Myers Squibb	18,818	$974K	0.5%	$46.60	-6.3%	—	110122108
CVS	CVS Health	14,634	$920K	0.4%	$53.87	+2.5%	—	126650100
ADSK	Autodesk	3,341	$920K	0.4%	$199.93	+25.9%	—	052769106
PCAR	PACCAR Inc.	9,028	$891K	0.4%	$61.32	+50.4%	—	693718108
GIS	General Mills	11,868	$876K	0.4%	$44.39	+47.9%	—	370334104
CI	Cigna	2,527	$875K	0.4%	$227.70	+47.1%	—	125523100
—	Ansys Inc.	2,533	$807K	0.4%	$321.26	—	—	03662q105
—	Freeport-McMoRan	16,047	$801K	0.4%	$42.08	—	—	35671d857
—	Salesforce	2,841	$778K	0.4%	$217.19	—	—	79466l302
—	EOG Resources	6,264	$770K	0.4%	$59.26	—	—	26875p101
KMB	Kimberly Clark	5,337	$759K	0.4%	$95.83	+40.0%	—	494368103
DE	Deere	1,818	$759K	0.4%	$122.69	+201.0%	—	244199105
—	Globe Life	7,093	$751K	0.4%	$105.12	—	—	37959e102
DCI	Donaldson	9,758	$719K	0.3%	$36.10	+95.6%	—	257651109
MS	Morgan Stanley	6,763	$705K	0.3%	$65.10	+48.9%	—	617446448
IBM	IBM	3,130	$692K	0.3%	$110.10	+71.6%	—	459200101
VZ	Verizon	14,905	$669K	0.3%	$31.31	+22.6%	—	92343V104
ADM	Archer Daniels Midland	10,742	$642K	0.3%	$61.56	-6.0%	—	039483102
—	Valero Energy Corp	4,743	$640K	0.3%	$75.36	—	—	91913y100
MDLZ	Mondelez International	8,210	$605K	0.3%	$50.13	+34.0%	—	609207105
AVT	Avnet	11,127	$604K	0.3%	$47.63	+6.3%	—	053807103
—	Truist Financial	14,014	$599K	0.3%	$40.62	—	—	89832q109
—	ITT Corporation	3,922	$586K	0.3%	$68.11	—	—	45073v108
MRSH	Marsh & McLennan	2,525	$563K	0.3%	$151.73	+43.0%	—	571748102
DLTR	Dollar Tree	7,689	$541K	0.3%	$84.29	+8.2%	—	256746108
MTD	Mettler-Toledo Int'l	350	$525K	0.2%	$828.24	+69.5%	—	592688105
UPS	United Parcel Service Cl B	3,462	$472K	0.2%	$104.71	+15.1%	—	911312106
—	Mastercard	942	$465K	0.2%	$217.70	—	—	57636q104
—	Accenture plc	1,271	$449K	0.2%	$353.27	—	—	g1151c101
WAT	Waters Corp.	1,240	$446K	0.2%	$298.69	+9.0%	—	941848103
—	Merck	3,731	$424K	0.2%	$82.98	—	—	58933y105
PHM	Pulte Corp	2,652	$381K	0.2%	$86.38	+45.6%	—	745867101
FITB	Fifth Third Bancorp	7,966	$341K	0.2%	$25.21	+53.1%	—	316773100
—	Chemed	566	$340K	0.2%	$542.40	—	—	16359r103
AA	Alcoa	8,403	$324K	0.2%	$35.20	-4.8%	—	013872106
C	Citigroup	5,086	$318K	0.2%	$43.08	+37.9%	—	172967424
—	Medtronic	3,306	$298K	0.1%	$87.56	—	—	g5960l103
GILD	Gilead Sciences	3,548	$297K	0.1%	$57.62	+26.8%	—	375558103
—	Goldman Sachs Group	582	$288K	0.1%	$399.25	—	—	38141g104
GGG	Graco Inc.	3,190	$279K	0.1%	$62.71	+28.1%	—	384109104
NVO	Novo Nordisk	2,267	$270K	0.1%	$128.48	—	—	670100205
SHEL	Shell	4,039	$266K	0.1%	$50.70	—	—	780259305
ED	Consolidated Edison	2,537	$264K	0.1%	$69.95	+35.0%	—	209115104
CRL	Charles River Laboratories	1,341	$264K	0.1%	$212.92	-2.4%	—	159864107
WMB	Williams Companies	5,769	$263K	0.1%	$26.50	+57.6%	—	969457100
—	Quest Diagnostics	1,663	$258K	0.1%	$113.76	—	—	74834l100
PFE	Pfizer	8,858	$256K	0.1%	$30.49	-12.5%	—	717081103
—	AT&T	10,820	$238K	0.1%	$22.00	—	—	00206r102
LNC	Lincoln National Corp.	7,490	$236K	0.1%	$25.09	+14.9%	—	534187109
PRU	Prudential	1,900	$230K	0.1%	$73.47	+50.5%	—	744320102
RIO	Rio Tinto Group	3,182	$226K	0.1%	$65.96	—	—	767204100
—	Duke Energy	1,924	$222K	0.1%	$115.38	—	—	26441c204
MKC	McCormick	2,540	$209K	0.1%	$63.73	+17.8%	—	579780206
—	Organon	10,760	$206K	0.1%	$20.68	—	—	68622v106
—	Viatris	14,755	$171K	0.1%	$9.20	—	—	92556v106
—	Amcor PLC	11,111	$126K	0.1%	$11.47	—	—	g0250x107
F	Ford Motor Company	11,630	$123K	0.1%	$10.44	0.0%	—	345370860