Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
SYK	STRYKER CORPORATION	14,343 (+67.1%)	$3.962M (+46.2%)	2.4%	$276.23	$345.72	-20.3%	COM	863667101
UPS	UNITED PARCEL SVCS INC	87,399 (+2.1%)	$8.167M (-11.2%)	5.0%	$93.44	$111.18	-16.0%	CL B	911312106
MSFT	MICROSOFT CORP	3,283 (+6.0%)	$1.684M (+45.7%)	1.0%	$512.89	$425.32	+20.6%	COM	594918104
NYT	NEW YORK TIMES CO MTN BE	145,386 (+5.7%)	$9.261M (-3.8%)	5.7%	$63.70	$54.60	+16.7%	CL A	650111107
PEP	PEPSICO INC	47,495 (+13.1%)	$6.019M (+5.8%)	3.7%	$126.72	$148.51	-14.7%	COM	713448108
ABT	ABBOTT LABORATORIES	34,841 (+1.2%)	$3.443M (+10.2%)	2.1%	$98.83	$101.04	-2.2%	COM	002824100
MDT	MEDTRONIC PLC	9,027 (+12.5%)	$785K (+23.9%)	0.5%	$87.01	$84.38	+2.3%	SHS	G5960L103
JPM	JPMORGAN CHASE & CO	4,236 (+7.4%)	$1.401M (+8.6%)	0.9%	$330.83	$262.24	+26.2%	COM	46625H100
GOOGL	ALPHABET INC	1,430 (+26.2%)	$492K (+21.5%)	0.3%	$344.08	$239.10	+43.9%	CAP STK CL A	02079K305
VZ	VERIZON COMMUNICATIONS INC	6,923 (+24.5%)	$318K (+34.9%)	0.2%	$45.87	$41.51	+10.5%	COM	92343V104
BRK/B	BERKSHIRE HATHAWAY INC DEL	763 (+18.1%)	$380K (+17.5%)	0.2%	$497.95	$469.27	+6.1%	CL B NEW	084670702
PG	PROCTER & GAMBLE CO	8,316 (+3.8%)	$1.208M (+2.9%)	0.7%	$145.28	$165.02	-12.0%	COM	742718109
CI	THE CIGNA GROUP	880 (+6.0%)	$239K (+4.5%)	0.1%	$271.83	$310.37	-12.4%	COM	125523100

Exited Positions (7)

CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%

Value $243K Shares 894 Share Price $271.95 * Est. Cost/Share $197.59 Unrealized @ Report Date -1.4%

CAT CATERPILLAR INC 0.1%

Value $230K Shares 216 Share Price $1064.90 * Est. Cost/Share $692.52 Unrealized @ Report Date +17.1%

BA BOEING CO 0.1%

Value $221K Shares 1,020 Share Price $216.47 * Est. Cost/Share $222.48 Unrealized @ Report Date -16.4%

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value $216K Shares 767 Share Price $281.21 * Est. Cost/Share $251.95 Unrealized @ Report Date -12.7%

APP APPLOVIN CORP 0.1%

Value $207K Shares 401 Share Price $515.23 * Est. Cost/Share $482.62 Unrealized @ Report Date -39.8%

VRT VERTIV HOLDINGS CO 0.1%

Value $204K Shares 610 Share Price $334.82 * Est. Cost/Share $317.15 Unrealized @ Report Date -23.9%

FLO FLOWERS FOODS INC 0.1%

Value $91,640 Shares 11,600 Share Price $7.90 * Est. Cost/Share $9.86 Unrealized @ Report Date -43.7%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
CRDO	CREDO TECHNOLOGY GROUP HOLDI	894	$243K	0.1%	$271.95 *	$197.59	-1.4%	—	G25457105
CAT	CATERPILLAR INC	216	$230K	0.1%	$1064.90 *	$692.52	+17.1%	—	149123101
BA	BOEING CO	1,020	$221K	0.1%	$216.47 *	$222.48	-16.4%	—	097023105
IBM	INTERNATIONAL BUSINESS MACHS	767	$216K	0.1%	$281.21 *	$251.95	-12.7%	—	459200101
APP	APPLOVIN CORP	401	$207K	0.1%	$515.23 *	$482.62	-39.8%	—	03831W108
VRT	VERTIV HOLDINGS CO	610	$204K	0.1%	$334.82 *	$317.15	-23.9%	—	92537N108
FLO	FLOWERS FOODS INC	11,600	$91,640	0.1%	$7.90 *	$9.86	-43.7%	—	343498101

Decreased Positions (11)

MRK MERCK & CO INC 9.0%

Value $14.63M (+11.2%) Shares 100,119 (-1.6%) Share Price $146.12 Est. Cost/Share $97.28 Unrealized @ Report Date +49.4%

ADP AUTOMATIC DATA PROCESSING IN 5.6%

Value $9.03M (+13.4%) Shares 34,775 (-1.5%) Share Price $259.67 Est. Cost/Share $244.57 Unrealized @ Report Date +5.5%

KMB KIMBERLY-CLARK CORP 4.1%

Value $6.732M (-12.2%) Shares 68,235 (-1.2%) Share Price $98.66 Est. Cost/Share $117.53 Unrealized @ Report Date -17.1%

SYY SYSCO CORP 4.4%

Value $7.133M (-8.0%) Shares 91,493 (-1.3%) Share Price $77.96 Est. Cost/Share $73.94 Unrealized @ Report Date +5.4%

AAPL APPLE INC 1.9%

Value $3.061M (+11.1%) Shares 9,191 (-3.5%) Share Price $333.02 Est. Cost/Share $231.54 Unrealized @ Report Date +43.8%

ADBE ADOBE INC 2.4%

Value $3.831M (+7.5%) Shares 15,967 (-8.1%) Share Price $239.94 Est. Cost/Share $292.33 Unrealized @ Report Date -17.9%

GPC GENUINE PARTS CO 1.4%

Value $2.326M (+4.2%) Shares 18,345 (-2.1%) Share Price $126.77 Est. Cost/Share $119.67 Unrealized @ Report Date +5.1%

EMR EMERSON ELEC CO 1.1%

Value $1.768M (+5.3%) Shares 11,403 (-2.8%) Share Price $155.08 Est. Cost/Share $118.95 Unrealized @ Report Date +30.4%

SBUX STARBUCKS CORP 0.3%

Value $462K (-13.3%) Shares 4,914 (-5.8%) Share Price $93.96 Est. Cost/Share $94.03 Unrealized @ Report Date -0.1%

SLB SLB LIMITED 1.0%

Value $1.675M (+2.6%) Shares 34,188 (-2.1%) Share Price $49.01 Est. Cost/Share $40.51 Unrealized @ Report Date +20.3%

CAC CAMDEN NATL CORP 0.3%

Value $529K (-1.0%) Shares 9,550 (-3.0%) Share Price $55.35 Est. Cost/Share $41.82 Unrealized @ Report Date +32.4%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MRK	MERCK & CO INC	100,119 (-1.6%)	$14.63M (+11.2%)	9.0%	$146.12	$97.28	+49.4%	COM	58933Y105
ADP	AUTOMATIC DATA PROCESSING IN	34,775 (-1.5%)	$9.03M (+13.4%)	5.6%	$259.67	$244.57	+5.5%	COM	053015103
KMB	KIMBERLY-CLARK CORP	68,235 (-1.2%)	$6.732M (-12.2%)	4.1%	$98.66	$117.53	-17.1%	COM	494368103
SYY	SYSCO CORP	91,493 (-1.3%)	$7.133M (-8.0%)	4.4%	$77.96	$73.94	+5.4%	COM	871829107
AAPL	APPLE INC	9,191 (-3.5%)	$3.061M (+11.1%)	1.9%	$333.02	$231.54	+43.8%	COM	037833100
ADBE	ADOBE INC	15,967 (-8.1%)	$3.831M (+7.5%)	2.4%	$239.94	$292.33	-17.9%	COM	00724F101
GPC	GENUINE PARTS CO	18,345 (-2.1%)	$2.326M (+4.2%)	1.4%	$126.77	$119.67	+5.1%	COM	372460105
EMR	EMERSON ELEC CO	11,403 (-2.8%)	$1.768M (+5.3%)	1.1%	$155.08	$118.95	+30.4%	COM	291011104
SBUX	STARBUCKS CORP	4,914 (-5.8%)	$462K (-13.3%)	0.3%	$93.96	$94.03	-0.1%	COM	855244109
SLB	SLB LIMITED	34,188 (-2.1%)	$1.675M (+2.6%)	1.0%	$49.01	$40.51	+20.3%	COM STK	806857108
CAC	CAMDEN NATL CORP	9,550 (-3.0%)	$529K (-1.0%)	0.3%	$55.35	$41.82	+32.4%	COM	133034108

Unchanged Positions (26)

NDSN NORDSON CORP 4.3%

Value $6.947M Shares 21,131 Share Price $328.76 Est. Cost/Share $237.92 Unrealized @ Report Date +37.8%

RPM RPM INTL INC 2.3%

Value $3.714M Shares 37,640 Share Price $98.67 Est. Cost/Share $131.90 Unrealized @ Report Date -25.2%

JNJ JOHNSON & JOHNSON 7.6%

Value $12.33M Shares 46,579 Share Price $264.74 Est. Cost/Share $154.32 Unrealized @ Report Date +71.6%

SJM SMUCKER J M CO 5.2%

Value $8.496M Shares 71,450 Share Price $118.91 Est. Cost/Share $109.23 Unrealized @ Report Date +8.9%

XOM EXXON MOBIL CORP 1.4%

Value $2.35M Shares 14,438 Share Price $162.75 Est. Cost/Share $112.36 Unrealized @ Report Date +44.8%

CBSH COMMERCE BANCSHARES INC 2.8%

Value $4.524M Shares 82,649 Share Price $54.74 Est. Cost/Share $58.92 Unrealized @ Report Date -7.1%

INTC INTEL CORP 1.0%

Value $1.639M Shares 13,632 Share Price $120.23 Est. Cost/Share $22.54 Unrealized @ Report Date +433.4%

FAST FASTENAL CO 5.0%

Value $8.172M Shares 164,981 Share Price $49.53 Est. Cost/Share $38.99 Unrealized @ Report Date +27.0%

CVX CHEVRON CORPORATION 0.5%

Value $783K Shares 3,833 Share Price $204.21 Est. Cost/Share $146.32 Unrealized @ Report Date +39.6%

HSY HERSHEY CO 0.7%

Value $1.19M Shares 7,549 Share Price $157.61 Est. Cost/Share $165.69 Unrealized @ Report Date -4.9%

GWW WW GRAINGER INC 0.8%

Value $1.233M Shares 990 Share Price $1245.76 Est. Cost/Share $1116.02 Unrealized @ Report Date +11.6%

GE GE AEROSPACE 0.3%

Value $540K Shares 1,730 Share Price $312.30 Est. Cost/Share $177.15 Unrealized @ Report Date +76.3%

KO COCA COLA CO 1.1%

Value $1.857M Shares 21,444 Share Price $86.59 Est. Cost/Share $63.09 Unrealized @ Report Date +36.5%

MMM 3M CO 5.5%

Value $8.878M Shares 54,087 Share Price $164.15 Est. Cost/Share $128.38 Unrealized @ Report Date +27.9%

ITW ILLINOIS TOOL WKS INC 0.9%

Value $1.53M Shares 5,908 Share Price $258.93 Est. Cost/Share $257.33 Unrealized @ Report Date -0.0%

APD AIR PRODUCTS AND CHEMICALS I 0.9%

Value $1.45M Shares 5,213 Share Price $278.23 Est. Cost/Share $304.00 Unrealized @ Report Date -8.5%

IWF ISHARES TR 2.8%

Value $4.543M Shares 36,270 Share Price $125.26 Est. Cost/Share $114.99 Unrealized @ Report Date +8.9%

NVDA NVIDIA CORPORATION 0.2%

Value $317K Shares 1,390 Share Price $228.41 Est. Cost/Share $125.82 Unrealized @ Report Date +81.5%

AMGN AMGEN INC 0.2%

Value $268K Shares 635 Share Price $421.51 Est. Cost/Share $315.95 Unrealized @ Report Date +33.4%

URI UNITED RENTALS INC 0.1%

Value $240K Shares 240 Share Price $1000.78 Est. Cost/Share $951.39 Unrealized @ Report Date +5.2%

GOOG ALPHABET INC 0.4%

Value $662K Shares 1,942 Share Price $340.80 Est. Cost/Share $173.22 Unrealized @ Report Date +96.7%

STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%

Value $333K Shares 361 Share Price $922.34 Est. Cost/Share $762.82 Unrealized @ Report Date +20.9%

ECL ECOLAB INC 0.4%

Value $633K Shares 2,300 Share Price $275.31 Est. Cost/Share $270.32 Unrealized @ Report Date +1.6%

PH PARKER-HANNIFIN CORP 0.2%

Value $289K Shares 303 Share Price $955.42 Est. Cost/Share $637.76 Unrealized @ Report Date +49.8%

CSX CSX CORP 0.1%

Value $208K Shares 4,470 Share Price $46.51 Est. Cost/Share $45.15 Unrealized @ Report Date +3.0%

IDXX IDEXX LABS INC 0.2%

Value $336K Shares 644 Share Price $522.43 Est. Cost/Share $438.63 Unrealized @ Report Date +19.1%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NDSN	NORDSON CORP	21,131	$6.947M	4.3%	$328.76	$237.92	+37.8%	COM	655663102
RPM	RPM INTL INC	37,640	$3.714M	2.3%	$98.67	$131.90	-25.2%	COM	749685103
JNJ	JOHNSON & JOHNSON	46,579	$12.33M	7.6%	$264.74	$154.32	+71.6%	COM	478160104
SJM	SMUCKER J M CO	71,450	$8.496M	5.2%	$118.91	$109.23	+8.9%	COM NEW	832696405
XOM	EXXON MOBIL CORP	14,438	$2.35M	1.4%	$162.75	$112.36	+44.8%	COM D	30231G102
CBSH	COMMERCE BANCSHARES INC	82,649	$4.524M	2.8%	$54.74	$58.92	-7.1%	COM	200525103
INTC	INTEL CORP	13,632	$1.639M	1.0%	$120.23	$22.54	+433.4%	COM	458140100
FAST	FASTENAL CO	164,981	$8.172M	5.0%	$49.53	$38.99	+27.0%	COM	311900104
CVX	CHEVRON CORPORATION	3,833	$783K	0.5%	$204.21	$146.32	+39.6%	COM	166764100
HSY	HERSHEY CO	7,549	$1.19M	0.7%	$157.61	$165.69	-4.9%	COM	427866108
GWW	WW GRAINGER INC	990	$1.233M	0.8%	$1245.76	$1116.02	+11.6%	COM	384802104
GE	GE AEROSPACE	1,730	$540K	0.3%	$312.30	$177.15	+76.3%	COM NEW	369604301
KO	COCA COLA CO	21,444	$1.857M	1.1%	$86.59	$63.09	+36.5%	COM	191216100
MMM	3M CO	54,087	$8.878M	5.5%	$164.15	$128.38	+27.9%	COM	88579Y101
ITW	ILLINOIS TOOL WKS INC	5,908	$1.53M	0.9%	$258.93	$257.33	-0.0%	COM	452308109
APD	AIR PRODUCTS AND CHEMICALS I	5,213	$1.45M	0.9%	$278.23	$304.00	-8.5%	COM	009158106
IWF	ISHARES TR	36,270	$4.543M	2.8%	$125.26	$114.99	+8.9%	RUS 1000 GRW ETF	464287614
NVDA	NVIDIA CORPORATION	1,390	$317K	0.2%	$228.41	$125.82	+81.5%	COM	67066G104
AMGN	AMGEN INC	635	$268K	0.2%	$421.51	$315.95	+33.4%	COM	031162100
URI	UNITED RENTALS INC	240	$240K	0.1%	$1000.78	$951.39	+5.2%	COM	911363109
GOOG	ALPHABET INC	1,942	$662K	0.4%	$340.80	$173.22	+96.7%	CAP STK CL C	02079K107
STX	SEAGATE TECHNOLOGY HLDNGS PL	361	$333K	0.2%	$922.34	$762.82	+20.9%	ORD SHS	G7997R103
ECL	ECOLAB INC	2,300	$633K	0.4%	$275.31	$270.32	+1.6%	COM	278865100
PH	PARKER-HANNIFIN CORP	303	$289K	0.2%	$955.42	$637.76	+49.8%	COM	701094104
CSX	CSX CORP	4,470	$208K	0.1%	$46.51	$45.15	+3.0%	COM	126408103
IDXX	IDEXX LABS INC	644	$336K	0.2%	$522.43	$438.63	+19.1%	COM	45168D104