Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
STX	SEAGATE TECHNOLOGY HLDNGS PL	361	$348K	0.2%	$965.00	—	ORD SHS	G7997R103
URI	UNITED RENTALS INC	240	$272K	0.2%	$1132.89	—	COM	911363109
CRDO	CREDO TECHNOLOGY GROUP HOLDI	894	$243K	0.2%	$271.95	—	ORDINARY SHARES	G25457105
BA	BOEING CO	1,020	$221K	0.1%	$216.47	—	COM	097023105
IBM	INTERNATIONAL BUSINESS MACHS	767	$216K	0.1%	$281.21	—	COM	459200101
CSX	CSX CORP	4,470	$212K	0.1%	$47.53	—	COM	126408103
APP	APPLOVIN CORP	401	$207K	0.1%	$515.23	—	COM CL A	03831W108
VRT	VERTIV HOLDINGS CO	610	$204K	0.1%	$334.82	—	COM CL A	92537N108

Increased Positions (19)

KMB KIMBERLY-CLARK CORP 4.8%

Value $7.669M (+31.4%) Shares 69,078 (+15.7%) Est. Cost $119.17 Unrealized —

ABT ABBOTT LABORATORIES 2.0%

Value $3.124M (+100.5%) Shares 34,432 (+126.9%) Est. Cost $100.70 Unrealized —

SJM SMUCKER J M CO 5.1%

Value $8.083M (+23.4%) Shares 71,850 (+5.8%) Est. Cost $109.81 Unrealized —

ADP AUTOMATIC DATA PROCESSING IN 5.0%

Value $7.96M (+19.5%) Shares 35,289 (+8.3%) Est. Cost $251.38 Unrealized —

JNJ JOHNSON & JOHNSON 7.5%

Value $11.87M (+10.1%) Shares 46,755 (+6.0%) Est. Cost $155.50 Unrealized —

UPS UNITED PARCEL SVCS INC 5.8%

Value $9.201M (+12.6%) Shares 85,593 (+3.0%) Est. Cost $111.41 Unrealized —

IWF ISHARES TR 2.8%

Value $4.5M (+16.6%) Shares 36,238 (+300.3%) Est. Cost $193.59 Unrealized —

ADBE ADOBE INC 2.2%

Value $3.564M (+9.6%) Shares 17,382 (+29.9%) Est. Cost $289.89 Unrealized —

GPC GENUINE PARTS CO 1.4%

Value $2.231M (+14.9%) Shares 18,747 (+3.1%) Est. Cost $120.11 Unrealized —

JPM JPMORGAN CHASE & CO 0.8%

Value $1.291M (+12.9%) Shares 3,943 (+1.4%) Est. Cost $255.97 Unrealized —

CVX CHEVRON CORPORATION 0.4%

Value $640K (-18.2%) Shares 3,858 (+2.1%) Est. Cost $145.91 Unrealized —

GOOGL ALPHABET INC 0.3%

Value $405K (+25.6%) Shares 1,133 (+1.1%) Est. Cost $210.77 Unrealized —

MDT MEDTRONIC PLC 0.4%

Value $634K (+14.7%) Shares 8,027 (+26.9%) Est. Cost $83.78 Unrealized —

SBUX STARBUCKS CORP 0.3%

Value $533K (+15.5%) Shares 5,214 (+1.2%) Est. Cost $94.04 Unrealized —

PH PARKER-HANNIFIN CORP 0.2%

Value $296K (+13.0%) Shares 303 (+3.4%) Est. Cost $639.81 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $323K (+11.1%) Shares 646 (+6.4%) Est. Cost $464.07 Unrealized —

VZ VERIZON COMMUNICATIONS INC 0.1%

Value $235K (-10.3%) Shares 5,559 (+6.4%) Est. Cost $39.88 Unrealized —

MSFT MICROSOFT CORP 0.7%

Value $1.156M (+2.2%) Shares 3,098 (+1.4%) Est. Cost $422.67 Unrealized —

FLO FLOWERS FOODS INC 0.1%

Value $91,640 (+6.1%) Shares 11,600 (+9.4%) Est. Cost $10.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
KMB	KIMBERLY-CLARK CORP	69,078 (+15.7%)	$7.669M (+31.4%)	4.8%	$119.17	—	COM	494368103
ABT	ABBOTT LABORATORIES	34,432 (+126.9%)	$3.124M (+100.5%)	2.0%	$100.70	—	COM	002824100
SJM	SMUCKER J M CO	71,850 (+5.8%)	$8.083M (+23.4%)	5.1%	$109.81	—	COM NEW	832696405
ADP	AUTOMATIC DATA PROCESSING IN	35,289 (+8.3%)	$7.96M (+19.5%)	5.0%	$251.38	—	COM	053015103
JNJ	JOHNSON & JOHNSON	46,755 (+6.0%)	$11.87M (+10.1%)	7.5%	$155.50	—	COM	478160104
UPS	UNITED PARCEL SVCS INC	85,593 (+3.0%)	$9.201M (+12.6%)	5.8%	$111.41	—	CL B	911312106
IWF	ISHARES TR	36,238 (+300.3%)	$4.5M (+16.6%)	2.8%	$193.59	—	RUS 1000 GRW ETF	464287614
ADBE	ADOBE INC	17,382 (+29.9%)	$3.564M (+9.6%)	2.2%	$289.89	—	COM	00724F101
GPC	GENUINE PARTS CO	18,747 (+3.1%)	$2.231M (+14.9%)	1.4%	$120.11	—	COM	372460105
JPM	JPMORGAN CHASE & CO	3,943 (+1.4%)	$1.291M (+12.9%)	0.8%	$255.97	—	COM	46625H100
CVX	CHEVRON CORPORATION	3,858 (+2.1%)	$640K (-18.2%)	0.4%	$145.91	—	COM	166764100
GOOGL	ALPHABET INC	1,133 (+1.1%)	$405K (+25.6%)	0.3%	$210.77	—	CAP STK CL A	02079K305
MDT	MEDTRONIC PLC	8,027 (+26.9%)	$634K (+14.7%)	0.4%	$83.78	—	SHS	G5960L103
SBUX	STARBUCKS CORP	5,214 (+1.2%)	$533K (+15.5%)	0.3%	$94.04	—	COM	855244109
PH	PARKER-HANNIFIN CORP	303 (+3.4%)	$296K (+13.0%)	0.2%	$639.81	—	COM	701094104
BRK/B	BERKSHIRE HATHAWAY INC DEL	646 (+6.4%)	$323K (+11.1%)	0.2%	$464.07	—	CL B NEW	084670702
VZ	VERIZON COMMUNICATIONS INC	5,559 (+6.4%)	$235K (-10.3%)	0.1%	$39.88	—	COM	92343V104
MSFT	MICROSOFT CORP	3,098 (+1.4%)	$1.156M (+2.2%)	0.7%	$422.67	—	COM	594918104
FLO	FLOWERS FOODS INC	11,600 (+9.4%)	$91,640 (+6.1%)	0.1%	$10.58	—	COM	343498101

Decreased Positions (12)

APD AIR PRODUCTS AND CHEMICALS I 1.0%

Value $1.53M (-60.6%) Shares 5,218 (-61.0%) Est. Cost $304.00 Unrealized —

SLB SLB LIMITED 1.0%

Value $1.633M (-53.5%) Shares 34,919 (-48.5%) Est. Cost $40.51 Unrealized —

INTC INTEL CORP 1.2%

Value $1.917M (+202.1%) Shares 13,732 (-4.5%) Est. Cost $22.54 Unrealized —

PEP PEPSICO INC 3.6%

Value $5.686M (-14.5%) Shares 41,995 (-1.9%) Est. Cost $149.92 Unrealized —

MMM 3M CO 5.5%

Value $8.786M (+9.9%) Shares 54,265 (-1.4%) Est. Cost $128.38 Unrealized —

MRK MERCK & CO INC 8.3%

Value $13.16M (+5.4%) Shares 101,766 (-1.3%) Est. Cost $97.28 Unrealized —

RPM RPM INTL INC 2.6%

Value $4.213M (+9.8%) Shares 37,905 (-1.8%) Est. Cost $131.90 Unrealized —

HSY HERSHEY CO 0.8%

Value $1.331M (-16.6%) Shares 7,589 (-1.1%) Est. Cost $165.69 Unrealized —

SYK STRYKER CORPORATION 1.7%

Value $2.709M (-5.3%) Shares 8,582 (-1.2%) Est. Cost $366.32 Unrealized —

CAC CAMDEN NATL CORP 0.3%

Value $534K (+10.9%) Shares 9,850 (-3.0%) Est. Cost $41.82 Unrealized —

ITW ILLINOIS TOOL WKS INC 1.0%

Value $1.613M (+1.8%) Shares 5,928 (-2.0%) Est. Cost $257.33 Unrealized —

CAT CATERPILLAR INC 0.1%

Value $230K (+2.7%) Shares 216 (-31.6%) Est. Cost $684.39 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
APD	AIR PRODUCTS AND CHEMICALS I	5,218 (-61.0%)	$1.53M (-60.6%)	1.0%	$304.00	—	COM	009158106
SLB	SLB LIMITED	34,919 (-48.5%)	$1.633M (-53.5%)	1.0%	$40.51	—	COM STK	806857108
INTC	INTEL CORP	13,732 (-4.5%)	$1.917M (+202.1%)	1.2%	$22.54	—	COM	458140100
PEP	PEPSICO INC	41,995 (-1.9%)	$5.686M (-14.5%)	3.6%	$149.92	—	COM	713448108
MMM	3M CO	54,265 (-1.4%)	$8.786M (+9.9%)	5.5%	$128.38	—	COM	88579Y101
MRK	MERCK & CO INC	101,766 (-1.3%)	$13.16M (+5.4%)	8.3%	$97.28	—	COM	58933Y105
RPM	RPM INTL INC	37,905 (-1.8%)	$4.213M (+9.8%)	2.6%	$131.90	—	COM	749685103
HSY	HERSHEY CO	7,589 (-1.1%)	$1.331M (-16.6%)	0.8%	$165.69	—	COM	427866108
SYK	STRYKER CORPORATION	8,582 (-1.2%)	$2.709M (-5.3%)	1.7%	$366.32	—	COM	863667101
CAC	CAMDEN NATL CORP	9,850 (-3.0%)	$534K (+10.9%)	0.3%	$41.82	—	COM	133034108
ITW	ILLINOIS TOOL WKS INC	5,928 (-2.0%)	$1.613M (+1.8%)	1.0%	$257.33	—	COM	452308109
CAT	CATERPILLAR INC	216 (-31.6%)	$230K (+2.7%)	0.1%	$684.39	—	COM	149123101

Unchanged Positions (18)

NYT NEW YORK TIMES CO MTN BE 6.0%

Value $9.624M Shares 137,521 Est. Cost $53.75 Unrealized —

SYY SYSCO CORP 4.9%

Value $7.752M Shares 92,744 Est. Cost $73.94 Unrealized —

NDSN NORDSON CORP 4.0%

Value $6.416M Shares 21,212 Est. Cost $237.92 Unrealized —

CBSH COMMERCE BANCSHARES INC 3.0%

Value $4.814M Shares 83,351 Est. Cost $58.92 Unrealized —

XOM EXXON MOBIL CORP 1.2%

Value $1.984M Shares 14,513 Est. Cost $112.36 Unrealized —

AAPL APPLE INC 1.7%

Value $2.756M Shares 9,523 Est. Cost $231.54 Unrealized —

GWW WW GRAINGER INC 0.8%

Value $1.347M Shares 990 Est. Cost $1116.02 Unrealized —

FAST FASTENAL CO 5.0%

Value $7.956M Shares 165,640 Est. Cost $38.99 Unrealized —

GE GE AEROSPACE 0.4%

Value $647K Shares 1,730 Est. Cost $177.15 Unrealized —

EMR EMERSON ELEC CO 1.1%

Value $1.68M Shares 11,737 Est. Cost $118.95 Unrealized —

GOOG ALPHABET INC 0.4%

Value $686K Shares 1,942 Est. Cost $173.22 Unrealized —

KO COCA COLA CO 1.1%

Value $1.754M Shares 21,442 Est. Cost $63.09 Unrealized —

NVDA NVIDIA CORPORATION 0.2%

Value $278K Shares 1,390 Est. Cost $125.82 Unrealized —

ECL ECOLAB INC 0.4%

Value $642K Shares 2,300 Est. Cost $270.32 Unrealized —

IDXX IDEXX LABS INC 0.2%

Value $339K Shares 644 Est. Cost $438.63 Unrealized —

PG PROCTER & GAMBLE CO 0.7%

Value $1.175M Shares 8,010 Est. Cost $165.73 Unrealized —

CI THE CIGNA GROUP 0.1%

Value $229K Shares 830 Est. Cost $312.09 Unrealized —

AMGN AMGEN INC 0.1%

Value $230K Shares 635 Est. Cost $315.95 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NYT	NEW YORK TIMES CO MTN BE	137,521	$9.624M	6.0%	$53.75	—	CL A	650111107
SYY	SYSCO CORP	92,744	$7.752M	4.9%	$73.94	—	COM	871829107
NDSN	NORDSON CORP	21,212	$6.416M	4.0%	$237.92	—	COM	655663102
CBSH	COMMERCE BANCSHARES INC	83,351	$4.814M	3.0%	$58.92	—	COM	200525103
XOM	EXXON MOBIL CORP	14,513	$1.984M	1.2%	$112.36	—	COM	30231G102
AAPL	APPLE INC	9,523	$2.756M	1.7%	$231.54	—	COM	037833100
GWW	WW GRAINGER INC	990	$1.347M	0.8%	$1116.02	—	COM	384802104
FAST	FASTENAL CO	165,640	$7.956M	5.0%	$38.99	—	COM	311900104
GE	GE AEROSPACE	1,730	$647K	0.4%	$177.15	—	COM NEW	369604301
EMR	EMERSON ELEC CO	11,737	$1.68M	1.1%	$118.95	—	COM	291011104
GOOG	ALPHABET INC	1,942	$686K	0.4%	$173.22	—	CAP STK CL C	02079K107
KO	COCA COLA CO	21,442	$1.754M	1.1%	$63.09	—	COM	191216100
NVDA	NVIDIA CORPORATION	1,390	$278K	0.2%	$125.82	—	COM	67066G104
ECL	ECOLAB INC	2,300	$642K	0.4%	$270.32	—	COM	278865100
IDXX	IDEXX LABS INC	644	$339K	0.2%	$438.63	—	COM	45168D104
PG	PROCTER & GAMBLE CO	8,010	$1.175M	0.7%	$165.73	—	COM	742718109
CI	THE CIGNA GROUP	830	$229K	0.1%	$312.09	—	COM	125523100
AMGN	AMGEN INC	635	$230K	0.1%	$315.95	—	COM	031162100