Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
FAST	FASTENAL CO	288,897 (+6.9%)	$14.31M (+10.3%)	1.3%	$49.53	$40.44	+22.5%	COM	311900104
MCO	MOODYS CORP	146,162 (+1.3%)	$66.38M (+1.6%)	5.9%	$454.13	$61.60	+637.3%	COM	615369105
ASML	ASML HLDG NV	9,516 (+13.9%)	$17.24M (+3.7%)	1.5%	$1811.72	$1077.89	+68.1%	N Y REGISTRY SHS	N07059210
MA	MASTERCARD INCORPORATED	12,645 (+1.6%)	$6.973M (+9.1%)	0.6%	$551.47	$161.98	+240.5%	CL A	57636Q104
RBA	RB GLOBAL INC	53,226 (+30.1%)	$4.332M (-9.1%)	0.4%	$81.39	$96.65	-15.8%	COM	74935Q107
APD	AIR PRODUCTS AND CHEMICALS I	57,810 (+3.6%)	$16.08M (-1.7%)	1.4%	$278.23	$206.42	+34.8%	COM	009158106
UNP	UNION PAC CORP	69,594 (+1.3%)	$18.94M (+1.3%)	1.7%	$272.13	$141.40	+92.5%	COM	907818108
DCI	DONALDSON INC	18,795 (+18.4%)	$1.636M (+14.8%)	0.1%	$87.04	$85.15	+2.2%	COM	257651109
ADSK	AUTODESK INC	4,883 (+4.3%)	$1.021M (+12.1%)	0.1%	$209.00	$265.98	-21.4%	COM	052769106

Exited Positions (4)

UBER UBER TECHNOLOGIES INC 0.2%

Value $1.838M Shares 25,470 Share Price $72.16 * Est. Cost/Share $91.53 Unrealized @ Report Date -25.2%

TSLA TESLA INC 0.0%

Value $225K Shares 534 Share Price $420.60 * Est. Cost/Share $397.72 Unrealized @ Report Date -10.8%

CSCO CISCO SYS INC 0.0%

Value $223K Shares 1,897 Share Price $117.43 * Est. Cost/Share $104.58 Unrealized @ Report Date +2.9%

STM STMICROELECTRONICS N V 0.0%

Value $221K Shares 2,950 Share Price $74.89 * Est. Cost/Share $60.14 Unrealized @ Report Date -11.3%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
UBER	UBER TECHNOLOGIES INC	25,470	$1.838M	0.2%	$72.16 *	$91.53	-25.2%	—	90353T100
TSLA	TESLA INC	534	$225K	0.0%	$420.60 *	$397.72	-10.8%	—	88160R101
CSCO	CISCO SYS INC	1,897	$223K	0.0%	$117.43 *	$104.58	+2.9%	—	17275R102
STM	STMICROELECTRONICS N V	2,950	$221K	0.0%	$74.89 *	$60.14	-11.3%	—	861012102

Decreased Positions (12)

PG PROCTER & GAMBLE CO 4.5%

Value $50.28M (-2.0%) Shares 346,080 (-1.1%) Share Price $145.28 Est. Cost/Share $58.90 Unrealized @ Report Date +146.6%

ADP AUTOMATIC DATA PROCESSING IN 0.3%

Value $3.426M (+10.3%) Shares 13,275 (-4.3%) Share Price $258.06 Est. Cost/Share $47.22 Unrealized @ Report Date +446.5%

PEP PEPSICO INC 0.2%

Value $1.944M (-11.0%) Shares 15,339 (-4.9%) Share Price $126.72 Est. Cost/Share $60.82 Unrealized @ Report Date +108.3%

KO COCA COLA CO 0.9%

Value $10.59M (+2.0%) Shares 122,971 (-3.7%) Share Price $86.08 Est. Cost/Share $29.79 Unrealized @ Report Date +189.0%

TJX TJX COS INC NEW 0.1%

Value $977K (-16.1%) Shares 7,382 (-3.9%) Share Price $132.31 Est. Cost/Share $40.76 Unrealized @ Report Date +224.6%

WAT WATERS CORP 0.1%

Value $1.483M (+7.5%) Shares 3,375 (-8.2%) Share Price $439.39 Est. Cost/Share $207.35 Unrealized @ Report Date +111.9%

MDT MEDTRONIC PLC 0.7%

Value $7.459M (+1.1%) Shares 86,445 (-8.3%) Share Price $86.29 Est. Cost/Share $68.80 Unrealized @ Report Date +25.4%

WMT WALMART INC 0.1%

Value $629K (-10.7%) Shares 6,051 (-2.7%) Share Price $103.92 Est. Cost/Share $50.44 Unrealized @ Report Date +106.0%

VOO VANGUARD INDEX FDS 0.0%

Value $230K (-19.9%) Shares 328 (-21.5%) Share Price $701.50 Est. Cost/Share $604.03 Unrealized @ Report Date +16.0%

MKC MCCORMICK & CO INC 0.0%

Value $315K (-14.3%) Shares 6,798 (-6.9%) Share Price $46.40 Est. Cost/Share $69.53 Unrealized @ Report Date -33.3%

ABBV ABBVIE INC 0.4%

Value $4.454M (+0.4%) Shares 17,027 (-3.4%) Share Price $261.59 Est. Cost/Share $29.61 Unrealized @ Report Date +783.6%

ABT ABBOTT LABORATORIES 0.1%

Value $1.655M (-0.3%) Shares 16,750 (-8.4%) Share Price $98.83 Est. Cost/Share $31.52 Unrealized @ Report Date +213.6%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
PG	PROCTER & GAMBLE CO	346,080 (-1.1%)	$50.28M (-2.0%)	4.5%	$145.28	$58.90	+146.6%	COM	742718109
ADP	AUTOMATIC DATA PROCESSING IN	13,275 (-4.3%)	$3.426M (+10.3%)	0.3%	$258.06	$47.22	+446.5%	COM	053015103
PEP	PEPSICO INC	15,339 (-4.9%)	$1.944M (-11.0%)	0.2%	$126.72	$60.82	+108.3%	COM	713448108
KO	COCA COLA CO	122,971 (-3.7%)	$10.59M (+2.0%)	0.9%	$86.08	$29.79	+189.0%	COM	191216100
TJX	TJX COS INC NEW	7,382 (-3.9%)	$977K (-16.1%)	0.1%	$132.31	$40.76	+224.6%	COM	872540109
WAT	WATERS CORP	3,375 (-8.2%)	$1.483M (+7.5%)	0.1%	$439.39	$207.35	+111.9%	COM	941848103
MDT	MEDTRONIC PLC	86,445 (-8.3%)	$7.459M (+1.1%)	0.7%	$86.29	$68.80	+25.4%	SHS	G5960L103
WMT	WALMART INC	6,051 (-2.7%)	$629K (-10.7%)	0.1%	$103.92	$50.44	+106.0%	COM	931142103
VOO	VANGUARD INDEX FDS	328 (-21.5%)	$230K (-19.9%)	0.0%	$701.50	$604.03	+16.0%	S&P 500 ETF SHS	922908363
MKC	MCCORMICK & CO INC	6,798 (-6.9%)	$315K (-14.3%)	0.0%	$46.40	$69.53	-33.3%	COM NON VTG	579780206
ABBV	ABBVIE INC	17,027 (-3.4%)	$4.454M (+0.4%)	0.4%	$261.59	$29.61	+783.6%	COM	00287Y109
ABT	ABBOTT LABORATORIES	16,750 (-8.4%)	$1.655M (-0.3%)	0.1%	$98.83	$31.52	+213.6%	COM	002824100

Unchanged Positions (39)

MSFT MICROSOFT CORP 28.4%

Value $318M Shares 619,403 Share Price $512.90 Est. Cost/Share $28.04 Unrealized @ Report Date +1729.4%

JNJ JOHNSON & JOHNSON 7.6%

Value $85.41M Shares 322,616 Share Price $264.74 Est. Cost/Share $61.71 Unrealized @ Report Date +329.0%

AAPL APPLE INC 1.7%

Value $18.72M Shares 56,200 Share Price $333.02 Est. Cost/Share $92.69 Unrealized @ Report Date +259.3%

BRK/B BERKSHIRE HATHAWAY INC DEL 16.6%

Value $186M Shares 372,534 Share Price $497.95 Est. Cost/Share $165.01 Unrealized @ Report Date +201.8%

BRK/A BERKSHIRE HATHAWAY INC DEL 17.9%

Value $200M Shares 268 Share Price $747005.00 Est. Cost/Share $608601.20 Unrealized @ Report Date +22.7%

GOOG ALPHABET INC 2.8%

Value $31.59M Shares 92,723 Share Price $340.74 Est. Cost/Share $109.24 Unrealized @ Report Date +211.9%

HD HOME DEPOT INC 0.3%

Value $3.054M Shares 10,736 Share Price $284.49 Est. Cost/Share $198.04 Unrealized @ Report Date +43.7%

GE GE AEROSPACE 0.3%

Value $3.761M Shares 12,043 Share Price $312.29 Est. Cost/Share $63.82 Unrealized @ Report Date +389.4%

CDNA CAREDX INC 0.1%

Value $1.042M Shares 16,036 Share Price $65.00 Est. Cost/Share $28.46 Unrealized @ Report Date +128.4%

GEV GE VERNOVA INC 0.2%

Value $2.471M Shares 2,600 Share Price $950.49 Est. Cost/Share $158.10 Unrealized @ Report Date +501.2%

GLW CORNING INC 0.1%

Value $661K Shares 4,300 Share Price $153.76 Est. Cost/Share $40.86 Unrealized @ Report Date +276.3%

NVDA NVIDIA CORPORATION 0.3%

Value $3.511M Shares 15,372 Share Price $228.38 Est. Cost/Share $108.37 Unrealized @ Report Date +110.7%

GOOGL ALPHABET INC 0.7%

Value $8.346M Shares 24,255 Share Price $344.08 Est. Cost/Share $107.78 Unrealized @ Report Date +219.2%

MU MICRON TECHNOLOGY INC 0.2%

Value $1.917M Shares 1,800 Share Price $1065.11 Est. Cost/Share $93.22 Unrealized @ Report Date +1042.5%

J JACOBS SOLUTIONS INC 0.2%

Value $2.311M Shares 17,081 Share Price $135.27 Est. Cost/Share $115.29 Unrealized @ Report Date +17.3%

IBM INTERNATIONAL BUSINESS MACHS 0.0%

Value $492K Shares 2,238 Share Price $219.93 Est. Cost/Share $117.57 Unrealized @ Report Date +87.1%

AMZN AMAZON COM INC 0.3%

Value $2.923M Shares 11,732 Share Price $249.15 Est. Cost/Share $123.55 Unrealized @ Report Date +101.7%

V VISA INC 0.2%

Value $2.248M Shares 6,257 Share Price $359.33 Est. Cost/Share $272.36 Unrealized @ Report Date +31.9%

SPY STATE STR SPDR S&P 500 ETF T 0.3%

Value $3.616M Shares 4,742 Share Price $762.57 Est. Cost/Share $384.61 Unrealized @ Report Date +98.3%

DIS DISNEY WALT CO 0.1%

Value $944K Shares 8,999 Share Price $104.90 Est. Cost/Share $58.53 Unrealized @ Report Date +79.2%

NVO NOVO-NORDISK A S 0.0%

Value $253K Shares 6,664 Share Price $37.91 Est. Cost/Share $53.57 Unrealized @ Report Date -29.2%

PFE PFIZER INC 0.0%

Value $436K Shares 15,294 Share Price $28.52 Est. Cost/Share $23.60 Unrealized @ Report Date +20.8%

CVX CHEVRON CORPORATION 0.0%

Value $302K Shares 1,478 Share Price $204.21 Est. Cost/Share $151.24 Unrealized @ Report Date +35.0%

EMR EMERSON ELEC CO 0.1%

Value $601K Shares 3,874 Share Price $155.10 Est. Cost/Share $46.94 Unrealized @ Report Date +230.4%

BHC BAUSCH HEALTH COS INC 0.0%

Value $256K Shares 43,935 Share Price $5.83 Est. Cost/Share $22.90 Unrealized @ Report Date -74.5%

SOLV SOLVENTUM CORP 0.0%

Value $280K Shares 3,175 Share Price $88.15 Est. Cost/Share $60.14 Unrealized @ Report Date +46.6%

VB VANGUARD INDEX FDS 0.0%

Value $496K Shares 1,745 Share Price $284.49 Est. Cost/Share $238.81 Unrealized @ Report Date +19.1%

MRK MERCK & CO INC 0.0%

Value $268K Shares 1,843 Share Price $145.31 Est. Cost/Share $93.24 Unrealized @ Report Date +55.8%

AMD ADVANCED MICRO DEVICES INC 0.0%

Value $551K Shares 900 Share Price $611.76 Est. Cost/Share $409.99 Unrealized @ Report Date +49.2%

COST COSTCO WHOLESALE CORPORATION 0.1%

Value $975K Shares 1,071 Share Price $910.34 Est. Cost/Share $224.77 Unrealized @ Report Date +305.0%

MMM 3M CO 0.2%

Value $1.888M Shares 11,500 Share Price $164.15 Est. Cost/Share $62.65 Unrealized @ Report Date +162.0%

SHW SHERWIN WILLIAMS CO 0.0%

Value $388K Shares 1,200 Share Price $323.27 Est. Cost/Share $246.25 Unrealized @ Report Date +31.3%

SCHW CHARLES SCHWAB CORP (THE) 0.0%

Value $400K Shares 4,091 Share Price $97.74 Est. Cost/Share $40.49 Unrealized @ Report Date +141.4%

VTI VANGUARD INDEX FDS 0.1%

Value $1.668M Shares 4,457 Share Price $374.24 Est. Cost/Share $171.72 Unrealized @ Report Date +117.9%

VO VANGUARD INDEX FDS 0.1%

Value $705K Shares 8,992 Share Price $78.42 Est. Cost/Share $74.92 Unrealized @ Report Date +4.7%

IVV ISHARES TR 0.0%

Value $319K Shares 417 Share Price $765.85 Est. Cost/Share $404.57 Unrealized @ Report Date +89.3%

RTX RTX CORPORATION 0.0%

Value $297K Shares 1,598 Share Price $185.65 Est. Cost/Share $76.14 Unrealized @ Report Date +143.8%

GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%

Value $228K Shares 3,489 Share Price $65.37 Est. Cost/Share $71.13 Unrealized @ Report Date -8.1%

NXDR NEXTDOOR HOLDINGS INC 0.0%

Value $24,808 Shares 10,209 Share Price $2.43 Est. Cost/Share $2.34 Unrealized @ Report Date +3.9%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MSFT	MICROSOFT CORP	619,403	$318M	28.4%	$512.90	$28.04	+1729.4%	COM	594918104
JNJ	JOHNSON & JOHNSON	322,616	$85.41M	7.6%	$264.74	$61.71	+329.0%	COM	478160104
AAPL	APPLE INC	56,200	$18.72M	1.7%	$333.02	$92.69	+259.3%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	372,534	$186M	16.6%	$497.95	$165.01	+201.8%	CL B NEW	084670702
BRK/A	BERKSHIRE HATHAWAY INC DEL	268	$200M	17.9%	$747005.00	$608601.20	+22.7%	CL A	084670108
GOOG	ALPHABET INC	92,723	$31.59M	2.8%	$340.74	$109.24	+211.9%	CAP STK CL C	02079K107
HD	HOME DEPOT INC	10,736	$3.054M	0.3%	$284.49	$198.04	+43.7%	COM	437076102
GE	GE AEROSPACE	12,043	$3.761M	0.3%	$312.29	$63.82	+389.4%	COM NEW	369604301
CDNA	CAREDX INC	16,036	$1.042M	0.1%	$65.00	$28.46	+128.4%	COM	14167L103
GEV	GE VERNOVA INC	2,600	$2.471M	0.2%	$950.49	$158.10	+501.2%	COM	36828A101
GLW	CORNING INC	4,300	$661K	0.1%	$153.76	$40.86	+276.3%	COM	219350105
NVDA	NVIDIA CORPORATION	15,372	$3.511M	0.3%	$228.38	$108.37	+110.7%	COM	67066G104
GOOGL	ALPHABET INC	24,255	$8.346M	0.7%	$344.08	$107.78	+219.2%	CAP STK CL A	02079K305
MU	MICRON TECHNOLOGY INC	1,800	$1.917M	0.2%	$1065.11	$93.22	+1042.5%	COM	595112103
J	JACOBS SOLUTIONS INC	17,081	$2.311M	0.2%	$135.27	$115.29	+17.3%	COM	46982L108
IBM	INTERNATIONAL BUSINESS MACHS	2,238	$492K	0.0%	$219.93	$117.57	+87.1%	COM	459200101
AMZN	AMAZON COM INC	11,732	$2.923M	0.3%	$249.15	$123.55	+101.7%	COM	023135106
V	VISA INC	6,257	$2.248M	0.2%	$359.33	$272.36	+31.9%	COM CL A	92826C839
SPY	STATE STR SPDR S&P 500 ETF T	4,742	$3.616M	0.3%	$762.57	$384.61	+98.3%	TR UNIT	78462F103
DIS	DISNEY WALT CO	8,999	$944K	0.1%	$104.90	$58.53	+79.2%	COM	254687106
NVO	NOVO-NORDISK A S	6,664	$253K	0.0%	$37.91	$53.57	-29.2%	ADR	670100205
PFE	PFIZER INC	15,294	$436K	0.0%	$28.52	$23.60	+20.8%	COM	717081103
CVX	CHEVRON CORPORATION	1,478	$302K	0.0%	$204.21	$151.24	+35.0%	COM	166764100
EMR	EMERSON ELEC CO	3,874	$601K	0.1%	$155.10	$46.94	+230.4%	COM	291011104
BHC	BAUSCH HEALTH COS INC	43,935	$256K	0.0%	$5.83	$22.90	-74.5%	COM	071734107
SOLV	SOLVENTUM CORP	3,175	$280K	0.0%	$88.15	$60.14	+46.6%	COM SHS	83444M101
VB	VANGUARD INDEX FDS	1,745	$496K	0.0%	$284.49	$238.81	+19.1%	MRNGSTR SML CAP	922908751
MRK	MERCK & CO INC	1,843	$268K	0.0%	$145.31	$93.24	+55.8%	COM	58933Y105
AMD	ADVANCED MICRO DEVICES INC	900	$551K	0.0%	$611.76	$409.99	+49.2%	COM	007903107
COST	COSTCO WHOLESALE CORPORATION	1,071	$975K	0.1%	$910.34	$224.77	+305.0%	COM	22160K105
MMM	3M CO	11,500	$1.888M	0.2%	$164.15	$62.65	+162.0%	COM	88579Y101
SHW	SHERWIN WILLIAMS CO	1,200	$388K	0.0%	$323.27	$246.25	+31.3%	COM	824348106
SCHW	CHARLES SCHWAB CORP (THE)	4,091	$400K	0.0%	$97.74	$40.49	+141.4%	COM	808513105
VTI	VANGUARD INDEX FDS	4,457	$1.668M	0.1%	$374.24	$171.72	+117.9%	MRNGSTR TTL STK	922908769
VO	VANGUARD INDEX FDS	8,992	$705K	0.1%	$78.42	$74.92	+4.7%	MRNGSTR MID CAP	922908629
IVV	ISHARES TR	417	$319K	0.0%	$765.85	$404.57	+89.3%	CORE S&P500 ETF	464287200
RTX	RTX CORPORATION	1,598	$297K	0.0%	$185.65	$76.14	+143.8%	COM	75513E101
GEHC	GE HEALTHCARE TECHNOLOGIES I	3,489	$228K	0.0%	$65.37	$71.13	-8.1%	COMMON STOCK	36266G107
NXDR	NEXTDOOR HOLDINGS INC	10,209	$24,808	0.0%	$2.43	$2.34	+3.9%	COM CL A	65345M108