MAIRS & POWER INC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ISRG	INTUITIVE SURGICAL INC	62,277	$35,271	0.3%	$532.37	0.0%	COM NEW	46120E602
BSY	BENTLEY SYS INC	82,986	$3,167	0.0%	$45.52	0.0%	COM CL B	08265T208
JHX	JAMES HARDIE INDS PLC	90,673	$1,881	0.0%	$20.06	0.0%	ORD SHS	G4253H101
XLI	SELECT SECTOR SPDR TR	10,535	$1,634	0.0%	$155.12	—	STATE STREET IND	81369Y704
XLP	SELECT SECTOR SPDR TR	20,045	$1,557	0.0%	$77.68	—	STATE STREET CON	81369Y308
XLF	SELECT SECTOR SPDR TR	25,310	$1,386	0.0%	$54.77	—	STATE STREET FIN	81369Y605
XLV	SELECT SECTOR SPDR TR	5,522	$855	0.0%	$154.80	—	STATE STREET HEA	81369Y209
IVE	ISHARES TR	1,143	$242	0.0%	$212.07	—	S&P 500 VAL ETF	464287408
XLB	SELECT SECTOR SPDR TR	5,260	$239	0.0%	$45.35	—	STATE STREET MAT	81369Y100
VTEB	VANGUARD MUN BD FDS	4,211	$212	0.0%	$50.29	—	TAX EXEMPT BD	922907746
NVS	NOVARTIS AG	1,485	$205	0.0%	$137.87	—	SPONSORED ADR	66987V109

Increased Positions (37)

AMZN AMAZON COM INC 5.8%

Value ($000) $598,463 (+6.6%) Shares 2,592,768 (+1.4%) Est. Cost $131.14 Unrealized +74.5%

AAPL APPLE INC 3.2%

Value ($000) $330,986 (+9.9%) Shares 1,217,486 (+2.9%) Est. Cost $178.71 Unrealized +50.2%

ZTS ZOETIS INC 0.3%

Value ($000) $28,486 (+12965.8%) Shares 226,400 (+15094.6%) Est. Cost $130.45 Unrealized -0.1%

META META PLATFORMS INC 2.0%

Value ($000) $208,938 (+10.7%) Shares 316,529 (+23.2%) Est. Cost $628.27 Unrealized +6.2%

PANW PALO ALTO NETWORKS INC 0.4%

Value ($000) $40,643 (+79.4%) Shares 220,647 (+98.3%) Est. Cost $190.16 Unrealized +6.1%

CGNX COGNEX CORP 0.4%

Value ($000) $42,154 (+51.7%) Shares 1,171,596 (+91.0%) Est. Cost $39.42 Unrealized +2.6%

V VISA INC 2.7%

Value ($000) $281,451 (+4.2%) Shares 802,518 (+1.4%) Est. Cost $182.08 Unrealized +86.9%

GOOGL ALPHABET INC 0.2%

Value ($000) $15,613 (+144.5%) Shares 49,881 (+89.9%) Est. Cost $198.44 Unrealized +43.9%

MSI MOTOROLA SOLUTIONS INC 1.9%

Value ($000) $201,325 (-4.3%) Shares 525,214 (+14.1%) Est. Cost $167.84 Unrealized +138.8%

SHW SHERWIN WILLIAMS CO 1.5%

Value ($000) $152,162 (-5.3%) Shares 469,592 (+1.2%) Est. Cost $246.67 Unrealized +35.4%

TRV TRAVELERS COMPANIES INC 0.3%

Value ($000) $33,009 (+33.6%) Shares 113,800 (+28.6%) Est. Cost $150.00 Unrealized +87.1%

WEC WEC ENERGY GROUP INC 1.9%

Value ($000) $201,299 (-2.1%) Shares 1,908,774 (+6.4%) Est. Cost $99.00 Unrealized +11.4%

AMP AMERIPRISE FINL INC 0.2%

Value ($000) $20,894 (+22.5%) Shares 42,611 (+22.8%) Est. Cost $428.13 Unrealized +10.7%

PATK PATRICK INDS INC 0.1%

Value ($000) $5,750 (+137.7%) Shares 53,033 (+126.8%) Est. Cost $104.55 Unrealized +0.1%

ENTG ENTEGRIS INC 1.1%

Value ($000) $113,652 (+2.9%) Shares 1,348,986 (+13.0%) Est. Cost $101.32 Unrealized -14.4%

XOM EXXON MOBIL CORP 0.1%

Value ($000) $10,422 (+32.2%) Shares 86,602 (+23.9%) Est. Cost $97.88 Unrealized +18.0%

ADP AUTOMATIC DATA PROCESSING IN 0.3%

Value ($000) $28,496 (-7.6%) Shares 110,781 (+5.4%) Est. Cost $211.10 Unrealized +25.4%

MINN TRUST FOR PROFESSIONAL MANAG 0.1%

Value ($000) $7,323 (+43.5%) Shares 324,736 (+41.7%) Est. Cost $22.01 Unrealized —

PG PROCTER AND GAMBLE CO 0.3%

Value ($000) $30,993 (+7.0%) Shares 216,266 (+14.8%) Est. Cost $106.09 Unrealized +38.7%

XEL XCEL ENERGY INC 0.3%

Value ($000) $29,269 (-6.0%) Shares 396,280 (+2.7%) Est. Cost $37.63 Unrealized +108.0%

IVV ISHARES TR 0.0%

Value ($000) $4,439 (+18.8%) Shares 6,481 (+1264.4%) Est. Cost $662.01 Unrealized —

KNF KNIFE RIVER CORP 0.1%

Value ($000) $8,713 (-7.1%) Shares 123,855 (+1.5%) Est. Cost $63.58 Unrealized +10.5%

ORCL ORACLE CORP 0.1%

Value ($000) $5,578 (+12.6%) Shares 28,618 (+62.5%) Est. Cost $146.98 Unrealized +62.0%

XYL XYLEM INC 0.0%

Value ($000) $813 (+276.0%) Shares 5,970 (+307.2%) Est. Cost $142.22 Unrealized +1.0%

NKE NIKE INC 0.0%

Value ($000) $4,026 (+13.7%) Shares 63,185 (+24.5%) Est. Cost $71.47 Unrealized -9.2%

IDA IDACORP INC 0.4%

Value ($000) $38,285 (+0.9%) Shares 302,508 (+5.3%) Est. Cost $117.70 Unrealized +10.5%

BIL SPDR SERIES TRUST 0.0%

Value ($000) $588 (+108.0%) Shares 6,438 (+108.9%) Est. Cost $91.55 Unrealized —

LTH LIFE TIME GROUP HOLDINGS INC 0.0%

Value ($000) $4,580 (+4.0%) Shares 172,317 (+8.0%) Est. Cost $25.05 Unrealized +3.9%

TREX TREX CO INC 0.0%

Value ($000) $3,180 (-2.8%) Shares 90,652 (+43.1%) Est. Cost $54.74 Unrealized -26.1%

ACWX ISHARES TR 0.0%

Value ($000) $655 (-8.5%) Shares 9,750 (+238.9%) Est. Cost $120.67 Unrealized —

CTAS CINTAS CORP 0.0%

Value ($000) $3,689 (-1.4%) Shares 19,617 (+7.6%) Est. Cost $167.87 Unrealized +12.1%

VEA VANGUARD TAX-MANAGED FDS 0.0%

Value ($000) $320 (+16.8%) Shares 5,129 (+12.0%) Est. Cost $60.19 Unrealized —

XLK SELECT SECTOR SPDR TR 0.0%

Value ($000) $644 (+2.2%) Shares 4,470 (+100.0%) Est. Cost $137.52 Unrealized —

VB VANGUARD INDEX FDS 0.0%

Value ($000) $386 (-3.2%) Shares 1,496 (+15.6%) Est. Cost $229.23 Unrealized —

VTI VANGUARD INDEX FDS 0.0%

Value ($000) $434 (+2.2%) Shares 1,294 (+58.4%) Est. Cost $451.76 Unrealized —

VO VANGUARD INDEX FDS 0.0%

Value ($000) $608 (-0.8%) Shares 2,095 (+85.7%) Est. Cost $268.75 Unrealized —

IBTG ISHARES TR 0.0%

Value ($000) $326 (-0.3%) Shares 14,255 (+352.5%) Est. Cost $22.89 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	2,592,768 (+1.4%)	$598,463 (+6.6%)	5.8%	$131.14	+74.5%	COM	023135106
AAPL	APPLE INC	1,217,486 (+2.9%)	$330,986 (+9.9%)	3.2%	$178.71	+50.2%	COM	037833100
ZTS	ZOETIS INC	226,400 (+15094.6%)	$28,486 (+12965.8%)	0.3%	$130.45	-0.1%	CL A	98978V103
META	META PLATFORMS INC	316,529 (+23.2%)	$208,938 (+10.7%)	2.0%	$628.27	+6.2%	CL A	30303M102
PANW	PALO ALTO NETWORKS INC	220,647 (+98.3%)	$40,643 (+79.4%)	0.4%	$190.16	+6.1%	COM	697435105
CGNX	COGNEX CORP	1,171,596 (+91.0%)	$42,154 (+51.7%)	0.4%	$39.42	+2.6%	COM	192422103
V	VISA INC	802,518 (+1.4%)	$281,451 (+4.2%)	2.7%	$182.08	+86.9%	COM CL A	92826C839
GOOGL	ALPHABET INC	49,881 (+89.9%)	$15,613 (+144.5%)	0.2%	$198.44	+43.9%	CAP STK CL A	02079K305
MSI	MOTOROLA SOLUTIONS INC	525,214 (+14.1%)	$201,325 (-4.3%)	1.9%	$167.84	+138.8%	COM NEW	620076307
SHW	SHERWIN WILLIAMS CO	469,592 (+1.2%)	$152,162 (-5.3%)	1.5%	$246.67	+35.4%	COM	824348106
TRV	TRAVELERS COMPANIES INC	113,800 (+28.6%)	$33,009 (+33.6%)	0.3%	$150.00	+87.1%	COM	89417E109
WEC	WEC ENERGY GROUP INC	1,908,774 (+6.4%)	$201,299 (-2.1%)	1.9%	$99.00	+11.4%	COM	92939U106
AMP	AMERIPRISE FINL INC	42,611 (+22.8%)	$20,894 (+22.5%)	0.2%	$428.13	+10.7%	COM	03076C106
PATK	PATRICK INDS INC	53,033 (+126.8%)	$5,750 (+137.7%)	0.1%	$104.55	+0.1%	COM	703343103
ENTG	ENTEGRIS INC	1,348,986 (+13.0%)	$113,652 (+2.9%)	1.1%	$101.32	-14.4%	COM	29362U104
XOM	EXXON MOBIL CORP	86,602 (+23.9%)	$10,422 (+32.2%)	0.1%	$97.88	+18.0%	COM	30231G102
ADP	AUTOMATIC DATA PROCESSING IN	110,781 (+5.4%)	$28,496 (-7.6%)	0.3%	$211.10	+25.4%	COM	053015103
MINN	TRUST FOR PROFESSIONAL MANAG	324,736 (+41.7%)	$7,323 (+43.5%)	0.1%	$22.01	—	MAIRS & PWR MINN	89834G836
PG	PROCTER AND GAMBLE CO	216,266 (+14.8%)	$30,993 (+7.0%)	0.3%	$106.09	+38.7%	COM	742718109
XEL	XCEL ENERGY INC	396,280 (+2.7%)	$29,269 (-6.0%)	0.3%	$37.63	+108.0%	COM	98389B100
IVV	ISHARES TR	6,481 (+1264.4%)	$4,439 (+18.8%)	0.0%	$662.01	—	CORE S&P500 ETF	464287200
KNF	KNIFE RIVER CORP	123,855 (+1.5%)	$8,713 (-7.1%)	0.1%	$63.58	+10.5%	COMMON STOCK	498894104
ORCL	ORACLE CORP	28,618 (+62.5%)	$5,578 (+12.6%)	0.1%	$146.98	+62.0%	COM	68389X105
XYL	XYLEM INC	5,970 (+307.2%)	$813 (+276.0%)	0.0%	$142.22	+1.0%	COM	98419M100
NKE	NIKE INC	63,185 (+24.5%)	$4,026 (+13.7%)	0.0%	$71.47	-9.2%	CL B	654106103
IDA	IDACORP INC	302,508 (+5.3%)	$38,285 (+0.9%)	0.4%	$117.70	+10.5%	COM	451107106
BIL	SPDR SERIES TRUST	6,438 (+108.9%)	$588 (+108.0%)	0.0%	$91.55	—	STATE STREET SPD	78468R663
LTH	LIFE TIME GROUP HOLDINGS INC	172,317 (+8.0%)	$4,580 (+4.0%)	0.0%	$25.05	+3.9%	COMMON STOCK	53190C102
TREX	TREX CO INC	90,652 (+43.1%)	$3,180 (-2.8%)	0.0%	$54.74	-26.1%	COM	89531P105
ACWX	ISHARES TR	9,750 (+238.9%)	$655 (-8.5%)	0.0%	$120.67	—	MSCI ACWI EX US	464288240
CTAS	CINTAS CORP	19,617 (+7.6%)	$3,689 (-1.4%)	0.0%	$167.87	+12.1%	COM	172908105
VEA	VANGUARD TAX-MANAGED FDS	5,129 (+12.0%)	$320 (+16.8%)	0.0%	$60.19	—	VAN FTSE DEV MKT	921943858
XLK	SELECT SECTOR SPDR TR	4,470 (+100.0%)	$644 (+2.2%)	0.0%	$137.52	—	STATE STREET TEC	81369Y803
VB	VANGUARD INDEX FDS	1,496 (+15.6%)	$386 (-3.2%)	0.0%	$229.23	—	SMALL CP ETF	922908751
VTI	VANGUARD INDEX FDS	1,294 (+58.4%)	$434 (+2.2%)	0.0%	$451.76	—	TOTAL STK MKT	922908769
VO	VANGUARD INDEX FDS	2,095 (+85.7%)	$608 (-0.8%)	0.0%	$268.75	—	MID CAP ETF	922908629
IBTG	ISHARES TR	14,255 (+352.5%)	$326 (-0.3%)	0.0%	$22.89	—	IBONDS 26 TRM TS	46436E858

Exited Positions (16)

— JAMF HLDG CORP 0.0%

Value ($000) $3,190 Shares 298,112 Est. Cost $32.32 Unrealized —

MDY SPDR S&P MIDCAP 400 ETF TR 0.0%

Value ($000) $634 Shares 1,064 Est. Cost $572.02 Unrealized —

— ISHARES TR 0.0%

Value ($000) $324 Shares 11,000 Est. Cost $23.36 Unrealized —

VONE VANGUARD SCOTTSDALE FDS 0.0%

Value ($000) $310 Shares 1,031 Est. Cost $260.07 Unrealized —

MDLZ MONDELEZ INTL INC 0.0%

Value ($000) $283 Shares 4,524 Est. Cost $63.41 Unrealized -10.0%

CARR CARRIER GLOBAL CORPORATION 0.0%

Value ($000) $241 Shares 4,043 Est. Cost $56.27 Unrealized -1.3%

CMCSA COMCAST CORP NEW 0.0%

Value ($000) $239 Shares 7,600 Est. Cost $33.16 Unrealized -14.0%

AJG GALLAGHER ARTHUR J & CO 0.0%

Value ($000) $235 Shares 760 Est. Cost $280.08 Unrealized -5.7%

SBUX STARBUCKS CORP 0.0%

Value ($000) $226 Shares 2,671 Est. Cost $88.57 Unrealized -5.1%

EEM ISHARES TR 0.0%

Value ($000) $223 Shares 14,255 Est. Cost $15.63 Unrealized —

IWF ISHARES TR 0.0%

Value ($000) $222 Shares 4,172 Est. Cost $199.07 Unrealized —

GPC GENUINE PARTS CO 0.0%

Value ($000) $222 Shares 1,603 Est. Cost $132.40 Unrealized -2.8%

— ALLETE INC 0.0%

Value ($000) $218 Shares 3,288 Est. Cost $54.03 Unrealized —

LIN LINDE PLC 0.0%

Value ($000) $204 Shares 429 Est. Cost $470.63 Unrealized -9.2%

ORBS EIGHTCO HOLDINGS INC 0.0%

Value ($000) $100 Shares 10,900 Est. Cost $5.47 Unrealized -14.1%

HIMX HIMAX TECHNOLOGIES INC 0.0%

Value ($000) $93 Shares 10,550 Est. Cost $7.35 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	JAMF HLDG CORP	298,112	$3,190	0.0%	$32.32	—	—	47074L105
MDY	SPDR S&P MIDCAP 400 ETF TR	1,064	$634	0.0%	$572.02	—	—	78467Y107
—	ISHARES TR	11,000	$324	0.0%	$23.36	—	—	46436E866
VONE	VANGUARD SCOTTSDALE FDS	1,031	$310	0.0%	$260.07	—	—	92206C730
MDLZ	MONDELEZ INTL INC	4,524	$283	0.0%	$63.41	-10.0%	—	609207105
CARR	CARRIER GLOBAL CORPORATION	4,043	$241	0.0%	$56.27	-1.3%	—	14448C104
CMCSA	COMCAST CORP NEW	7,600	$239	0.0%	$33.16	-14.0%	—	20030N101
AJG	GALLAGHER ARTHUR J & CO	760	$235	0.0%	$280.08	-5.7%	—	363576109
SBUX	STARBUCKS CORP	2,671	$226	0.0%	$88.57	-5.1%	—	855244109
EEM	ISHARES TR	14,255	$223	0.0%	$15.63	—	—	464287234
IWF	ISHARES TR	4,172	$222	0.0%	$199.07	—	—	464287614
GPC	GENUINE PARTS CO	1,603	$222	0.0%	$132.40	-2.8%	—	372460105
—	ALLETE INC	3,288	$218	0.0%	$54.03	—	—	018522300
LIN	LINDE PLC	429	$204	0.0%	$470.63	-9.2%	—	G54950103
ORBS	EIGHTCO HOLDINGS INC	10,900	$100	0.0%	$5.47	-14.1%	—	22890A302
HIMX	HIMAX TECHNOLOGIES INC	10,550	$93	0.0%	$7.35	—	—	43289P106

Decreased Positions (124)

NVDA NVIDIA CORPORATION 8.9%

Value ($000) $923,109 (-11.3%) Shares 4,949,648 (-11.2%) Est. Cost $92.02 Unrealized +102.3%

FISV FISERV INC 1.1%

Value ($000) $110,377 (-51.1%) Shares 1,643,250 (-6.1%) Est. Cost $60.97 Unrealized +37.5%

GOOG ALPHABET INC 5.1%

Value ($000) $532,823 (+24.1%) Shares 1,697,969 (-3.7%) Est. Cost $107.70 Unrealized +165.9%

LLY ELI LILLY & CO 3.6%

Value ($000) $371,135 (+35.8%) Shares 345,345 (-3.6%) Est. Cost $156.45 Unrealized +510.8%

UNH UNITEDHEALTH GROUP INC 2.6%

Value ($000) $274,168 (-25.8%) Shares 830,535 (-22.4%) Est. Cost $250.37 Unrealized +34.7%

FAST FASTENAL CO 1.8%

Value ($000) $187,307 (-19.1%) Shares 4,667,499 (-1.1%) Est. Cost $26.46 Unrealized +58.8%

TNC TENNANT CO 0.8%

Value ($000) $78,979 (-26.7%) Shares 1,071,624 (-19.4%) Est. Cost $66.55 Unrealized +14.5%

WFC WELLS FARGO CO NEW 1.6%

Value ($000) $161,175 (-11.5%) Shares 1,729,341 (-20.4%) Est. Cost $27.16 Unrealized +218.9%

JPM JPMORGAN CHASE & CO. 4.0%

Value ($000) $411,283 (-4.2%) Shares 1,276,404 (-6.3%) Est. Cost $112.66 Unrealized +174.8%

KHC KRAFT HEINZ CO 0.4%

Value ($000) $40,566 (-30.2%) Shares 1,672,831 (-25.0%) Est. Cost $30.10 Unrealized -18.2%

JNJ JOHNSON & JOHNSON 1.6%

Value ($000) $166,459 (-8.9%) Shares 804,346 (-18.4%) Est. Cost $64.76 Unrealized +204.2%

ROK ROCKWELL AUTOMATION INC 1.2%

Value ($000) $128,523 (-10.5%) Shares 330,334 (-19.6%) Est. Cost $216.50 Unrealized +73.3%

QCOM QUALCOMM INC 0.9%

Value ($000) $94,130 (-13.5%) Shares 550,308 (-15.8%) Est. Cost $74.27 Unrealized +130.0%

LFUS LITTELFUSE INC 1.9%

Value ($000) $197,012 (-6.5%) Shares 778,951 (-4.3%) Est. Cost $205.54 Unrealized +23.9%

HRL HORMEL FOODS CORP 0.9%

Value ($000) $89,811 (-13.3%) Shares 3,789,513 (-9.5%) Est. Cost $29.44 Unrealized -20.9%

VZ VERIZON COMMUNICATIONS INC 1.3%

Value ($000) $137,410 (-8.4%) Shares 3,373,672 (-1.2%) Est. Cost $31.50 Unrealized +28.5%

LNT ALLIANT ENERGY CORP 1.9%

Value ($000) $192,231 (-4.7%) Shares 2,956,947 (-1.2%) Est. Cost $48.08 Unrealized +39.0%

TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%

Value ($000) $147,857 (+6.9%) Shares 486,547 (-1.8%) Est. Cost $183.09 Unrealized —

ABT ABBOTT LABS 0.9%

Value ($000) $88,715 (-8.4%) Shares 708,081 (-2.0%) Est. Cost $38.74 Unrealized +228.6%

HON HONEYWELL INTL INC 0.4%

Value ($000) $45,646 (-13.0%) Shares 233,976 (-6.1%) Est. Cost $58.62 Unrealized +232.7%

TECH BIO-TECHNE CORP 1.6%

Value ($000) $162,759 (+4.2%) Shares 2,767,539 (-1.4%) Est. Cost $65.46 Unrealized -7.2%

TTC TORO CO 2.6%

Value ($000) $269,445 (-1.8%) Shares 3,422,823 (-4.9%) Est. Cost $56.17 Unrealized +31.6%

GNRC GENERAC HLDGS INC 0.1%

Value ($000) $14,807 (-24.2%) Shares 108,578 (-7.0%) Est. Cost $145.22 Unrealized +11.1%

PIPR PIPER SANDLER COMPANIES 0.6%

Value ($000) $59,742 (-6.7%) Shares 175,861 (-4.7%) Est. Cost $168.16 Unrealized +100.9%

CASY CASEYS GEN STORES INC 0.6%

Value ($000) $57,412 (-6.2%) Shares 103,873 (-4.0%) Est. Cost $240.70 Unrealized +128.3%

EXAS EXACT SCIENCES CORP 0.0%

Value ($000) $1,750 (-65.7%) Shares 17,236 (-81.5%) Est. Cost $51.10 Unrealized +57.1%

SYY SYSCO CORP 0.1%

Value ($000) $10,209 (-20.6%) Shares 138,534 (-11.3%) Est. Cost $65.21 Unrealized +15.8%

AXP AMERICAN EXPRESS CO 0.6%

Value ($000) $58,992 (+4.5%) Shares 159,459 (-6.2%) Est. Cost $67.15 Unrealized +431.6%

PFG PRINCIPAL FINANCIAL GROUP IN 0.2%

Value ($000) $18,684 (-11.4%) Shares 211,818 (-16.7%) Est. Cost $29.70 Unrealized +182.4%

WK WORKIVA INC 0.6%

Value ($000) $62,789 (-3.6%) Shares 727,994 (-3.8%) Est. Cost $64.29 Unrealized +37.7%

USB US BANCORP DEL 0.3%

Value ($000) $34,576 (-6.3%) Shares 647,980 (-15.2%) Est. Cost $26.24 Unrealized +85.7%

DIS DISNEY WALT CO 0.3%

Value ($000) $33,697 (-6.1%) Shares 296,183 (-5.5%) Est. Cost $80.67 Unrealized +35.8%

AIR AAR CORP 0.1%

Value ($000) $9,287 (-18.9%) Shares 112,176 (-12.2%) Est. Cost $42.06 Unrealized +96.7%

TGT TARGET CORP 0.2%

Value ($000) $19,038 (-8.8%) Shares 194,758 (-16.3%) Est. Cost $51.82 Unrealized +76.8%

MEDP MEDPACE HLDGS INC 0.4%

Value ($000) $37,442 (+4.7%) Shares 66,665 (-4.2%) Est. Cost $252.08 Unrealized +125.2%

CAT CATERPILLAR INC 0.1%

Value ($000) $10,572 (+18.4%) Shares 18,455 (-1.4%) Est. Cost $176.16 Unrealized +215.3%

MDT MEDTRONIC PLC 0.4%

Value ($000) $39,646 (-3.3%) Shares 412,750 (-4.1%) Est. Cost $58.62 Unrealized +65.7%

SCHW SCHWAB CHARLES CORP 0.3%

Value ($000) $27,311 (-4.4%) Shares 273,357 (-8.7%) Est. Cost $50.70 Unrealized +86.9%

HUBG HUB GROUP INC 0.1%

Value ($000) $10,057 (+14.0%) Shares 236,036 (-7.8%) Est. Cost $36.88 Unrealized +3.1%

PLXS PLEXUS CORP 0.1%

Value ($000) $6,743 (-15.1%) Shares 45,868 (-16.5%) Est. Cost $79.25 Unrealized +85.0%

HSY HERSHEY CO 0.1%

Value ($000) $12,303 (-7.7%) Shares 67,608 (-5.2%) Est. Cost $140.98 Unrealized +29.2%

ONB OLD NATL BANCORP IND 0.1%

Value ($000) $13,162 (-5.9%) Shares 589,960 (-7.4%) Est. Cost $17.68 Unrealized +22.0%

GIS GENERAL MLS INC 0.0%

Value ($000) $5,044 (-13.6%) Shares 108,477 (-6.3%) Est. Cost $35.11 Unrealized +35.2%

PII POLARIS INC 0.0%

Value ($000) $4,791 (-14.0%) Shares 75,743 (-21.0%) Est. Cost $83.75 Unrealized -21.4%

HWKN HAWKINS INC 0.0%

Value ($000) $1,786 (-27.2%) Shares 12,569 (-6.3%) Est. Cost $25.26 Unrealized +482.8%

OKLO OKLO INC 0.0%

Value ($000) $1,117 (-37.4%) Shares 15,561 (-2.6%) Est. Cost $10.40 Unrealized +971.9%

THRM GENTHERM INC 0.0%

Value ($000) $1,926 (-25.4%) Shares 52,946 (-30.1%) Est. Cost $38.67 Unrealized -6.9%

BMI BADGER METER INC 0.2%

Value ($000) $17,932 (-3.3%) Shares 102,813 (-1.0%) Est. Cost $27.06 Unrealized +564.3%

RDNT RADNET INC 0.1%

Value ($000) $6,824 (-8.1%) Shares 95,648 (-1.9%) Est. Cost $59.00 Unrealized +30.8%

GBCI GLACIER BANCORP INC NEW 0.0%

Value ($000) $4,288 (-11.1%) Shares 97,354 (-1.8%) Est. Cost $24.59 Unrealized +77.2%

CWAN CLEARWATER ANALYTICS HLDGS I 0.0%

Value ($000) $2,231 (+31.3%) Shares 92,510 (-1.9%) Est. Cost $28.26 Unrealized -29.1%

JBTM JBT MAREL CORPORATION 0.1%

Value ($000) $10,360 (+5.3%) Shares 68,757 (-1.8%) Est. Cost $105.72 Unrealized +33.3%

BKH BLACK HILLS CORP 0.1%

Value ($000) $6,535 (+8.7%) Shares 94,138 (-3.6%) Est. Cost $48.29 Unrealized +37.6%

PNR PENTAIR PLC 0.1%

Value ($000) $6,151 (-7.8%) Shares 59,063 (-1.9%) Est. Cost $41.58 Unrealized +156.7%

INSP INSPIRE MED SYS INC 0.1%

Value ($000) $5,314 (+9.4%) Shares 57,616 (-12.0%) Est. Cost $155.93 Unrealized -38.6%

COST COSTCO WHSL CORP NEW 0.0%

Value ($000) $2,529 (-15.2%) Shares 2,933 (-8.9%) Est. Cost $433.76 Unrealized +108.8%

MOS MOSAIC CO NEW 0.0%

Value ($000) $578 (-43.5%) Shares 24,000 (-18.6%) Est. Cost $46.67 Unrealized -42.7%

ZBH ZIMMER BIOMET HOLDINGS INC 0.0%

Value ($000) $998 (-27.4%) Shares 11,100 (-20.5%) Est. Cost $83.54 Unrealized +13.2%

ULTA ULTA BEAUTY INC 0.0%

Value ($000) $1,095 (-25.2%) Shares 1,810 (-32.4%) Est. Cost $504.10 Unrealized +9.0%

ABBV ABBVIE INC 0.1%

Value ($000) $10,615 (-3.3%) Shares 46,456 (-2.0%) Est. Cost $59.23 Unrealized +284.2%

MCD MCDONALDS CORP 0.0%

Value ($000) $5,102 (-6.4%) Shares 16,693 (-7.0%) Est. Cost $177.46 Unrealized +71.9%

QCRH QCR HOLDINGS INC 0.1%

Value ($000) $7,580 (-4.4%) Shares 91,002 (-13.2%) Est. Cost $40.99 Unrealized +91.9%

GLW CORNING INC 0.1%

Value ($000) $7,911 (+4.1%) Shares 90,350 (-2.5%) Est. Cost $13.94 Unrealized +516.7%

KMB KIMBERLY-CLARK CORP 0.0%

Value ($000) $1,051 (-22.9%) Shares 10,419 (-5.0%) Est. Cost $80.47 Unrealized +34.7%

BBY BEST BUY INC 0.0%

Value ($000) $446 (-41.1%) Shares 6,657 (-33.4%) Est. Cost $65.40 Unrealized +15.4%

ASB ASSOCIATED BANC CORP 0.1%

Value ($000) $6,705 (-4.1%) Shares 260,279 (-4.3%) Est. Cost $13.30 Unrealized +92.3%

CVX CHEVRON CORP NEW 0.0%

Value ($000) $3,294 (-7.5%) Shares 21,612 (-5.8%) Est. Cost $82.41 Unrealized +83.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value ($000) $12,494 (-2.1%) Shares 24,857 (-2.1%) Est. Cost $230.22 Unrealized +116.1%

COP CONOCOPHILLIPS 0.0%

Value ($000) $2,421 (-9.1%) Shares 25,858 (-8.1%) Est. Cost $76.57 Unrealized +17.6%

AMT AMERICAN TOWER CORP NEW 0.0%

Value ($000) $355 (-39.2%) Shares 2,020 (-33.4%) Est. Cost $153.25 Unrealized +17.7%

WTFC WINTRUST FINL CORP 0.1%

Value ($000) $6,520 (-3.2%) Shares 46,633 (-8.3%) Est. Cost $59.97 Unrealized +121.8%

BAX BAXTER INTL INC 0.0%

Value ($000) $469 (-30.9%) Shares 24,556 (-17.7%) Est. Cost $30.83 Unrealized -35.1%

AMGN AMGEN INC 0.0%

Value ($000) $1,808 (+13.1%) Shares 5,524 (-2.5%) Est. Cost $125.70 Unrealized +151.3%

VUG VANGUARD INDEX FDS 0.0%

Value ($000) $336 (-38.0%) Shares 688 (-67.0%) Est. Cost $260.29 Unrealized —

OSK OSHKOSH CORP 0.0%

Value ($000) $4,406 (-4.4%) Shares 35,069 (-1.3%) Est. Cost $53.44 Unrealized +139.3%

VIG VANGUARD SPECIALIZED FUNDS 0.0%

Value ($000) $522 (-27.9%) Shares 2,377 (-29.3%) Est. Cost $164.98 Unrealized —

BLK BLACKROCK INC 0.0%

Value ($000) $203 (-47.3%) Shares 190 (-42.6%) Est. Cost $1108.77 Unrealized -1.7%

IWD ISHARES TR 0.0%

Value ($000) $413 (-29.5%) Shares 1,962 (-85.9%) Est. Cost $42.18 Unrealized —

SYK STRYKER CORPORATION 0.0%

Value ($000) $1,476 (-10.0%) Shares 4,199 (-5.3%) Est. Cost $239.80 Unrealized +51.6%

CVRX CVRX INC 0.0%

Value ($000) $1,011 (-13.5%) Shares 142,456 (-1.7%) Est. Cost $13.25 Unrealized -31.1%

BMY BRISTOL-MYERS SQUIBB CO 0.0%

Value ($000) $1,345 (+13.0%) Shares 24,938 (-5.5%) Est. Cost $36.99 Unrealized +28.5%

DCI DONALDSON INC 0.5%

Value ($000) $49,707 (+0.3%) Shares 560,653 (-7.4%) Est. Cost $30.77 Unrealized +180.9%

UPS UNITED PARCEL SERVICE INC 0.0%

Value ($000) $1,963 (-7.0%) Shares 19,792 (-21.7%) Est. Cost $57.10 Unrealized +62.4%

AVGO BROADCOM INC 0.0%

Value ($000) $1,150 (-11.1%) Shares 3,323 (-15.2%) Est. Cost $182.52 Unrealized +95.6%

SKYT SKYWATER TECHNOLOGY INC 0.0%

Value ($000) $3,307 (-4.1%) Shares 182,131 (-1.4%) Est. Cost $17.23 Unrealized +0.8%

ALRS ALERUS FINL CORP 0.0%

Value ($000) $1,789 (-6.9%) Shares 79,436 (-8.5%) Est. Cost $25.76 Unrealized -16.1%

CSCO CISCO SYS INC 0.0%

Value ($000) $1,561 (+9.1%) Shares 20,265 (-3.1%) Est. Cost $35.46 Unrealized +108.1%

IJR ISHARES TR 0.0%

Value ($000) $300 (-28.3%) Shares 2,495 (-29.1%) Est. Cost $105.14 Unrealized —

CFR CULLEN FROST BANKERS INC 0.1%

Value ($000) $5,411 (-1.9%) Shares 42,731 (-1.8%) Est. Cost $65.23 Unrealized +91.4%

LOW LOWES COS INC 0.0%

Value ($000) $1,655 (-5.7%) Shares 6,863 (-1.7%) Est. Cost $69.30 Unrealized +246.1%

TT TRANE TECHNOLOGIES PLC 0.0%

Value ($000) $445 (-17.7%) Shares 1,143 (-10.8%) Est. Cost $240.15 Unrealized +72.2%

DHR DANAHER CORPORATION 0.0%

Value ($000) $268 (-23.1%) Shares 1,169 (-33.4%) Est. Cost $210.76 Unrealized +4.2%

PFE PFIZER INC 0.0%

Value ($000) $1,841 (-4.1%) Shares 73,921 (-1.9%) Est. Cost $18.63 Unrealized +34.4%

UNP UNION PAC CORP 0.0%

Value ($000) $1,062 (-6.9%) Shares 4,592 (-4.8%) Est. Cost $140.33 Unrealized +62.0%

SNA SNAP ON INC 0.0%

Value ($000) $1,162 (-6.1%) Shares 3,373 (-5.6%) Est. Cost $127.11 Unrealized +167.9%

TMO THERMO FISHER SCIENTIFIC INC 0.0%

Value ($000) $719 (-8.3%) Shares 1,241 (-23.2%) Est. Cost $350.66 Unrealized +61.2%

AWK AMERICAN WTR WKS CO INC NEW 0.0%

Value ($000) $659 (-8.7%) Shares 5,046 (-2.7%) Est. Cost $139.77 Unrealized -4.7%

EMR EMERSON ELEC CO 0.1%

Value ($000) $8,881 (-0.7%) Shares 66,916 (-1.8%) Est. Cost $52.45 Unrealized +152.4%

MGPI MGP INGREDIENTS INC NEW 0.0%

Value ($000) $4,210 (-1.3%) Shares 173,245 (-1.8%) Est. Cost $69.52 Unrealized -64.9%

WMT WALMART INC 0.0%

Value ($000) $1,783 (+3.2%) Shares 16,000 (-4.6%) Est. Cost $57.07 Unrealized +87.8%

CB CHUBB LIMITED 0.0%

Value ($000) $728 (+7.9%) Shares 2,334 (-2.4%) Est. Cost $192.83 Unrealized +51.6%

NWE NORTHWESTERN ENERGY GROUP IN 0.1%

Value ($000) $5,272 (+1.0%) Shares 81,682 (-8.3%) Est. Cost $48.43 Unrealized +29.7%

BAC BANK AMERICA CORP 0.0%

Value ($000) $1,237 (-4.0%) Shares 22,493 (-9.9%) Est. Cost $28.54 Unrealized +84.5%

RF REGIONS FINANCIAL CORP NEW 0.0%

Value ($000) $207 (-19.6%) Shares 7,620 (-21.8%) Est. Cost $18.39 Unrealized +37.9%

WAB WABTEC 0.0%

Value ($000) $1,118 (+4.7%) Shares 5,237 (-1.7%) Est. Cost $191.67 Unrealized +7.1%

SLB SLB LIMITED 0.0%

Value ($000) $211 (-18.4%) Shares 5,500 (-26.9%) Est. Cost $34.34 Unrealized +5.0%

MO ALTRIA GROUP INC 0.0%

Value ($000) $263 (-14.5%) Shares 4,561 (-2.1%) Est. Cost $35.25 Unrealized +68.4%

BSX BOSTON SCIENTIFIC CORP 0.0%

Value ($000) $970 (-3.6%) Shares 10,176 (-1.3%) Est. Cost $40.43 Unrealized +142.5%

ITW ILLINOIS TOOL WKS INC 0.0%

Value ($000) $427 (-6.9%) Shares 1,733 (-1.5%) Est. Cost $134.22 Unrealized +84.5%

IBM INTERNATIONAL BUSINESS MACHS 0.0%

Value ($000) $1,074 (+2.8%) Shares 3,627 (-2.1%) Est. Cost $234.35 Unrealized +27.5%

NEE NEXTERA ENERGY INC 0.0%

Value ($000) $1,025 (+1.9%) Shares 12,772 (-4.2%) Est. Cost $68.72 Unrealized +20.1%

IXN ISHARES TR 0.0%

Value ($000) $331 (+6.1%) Shares 3,150 (-43.6%) Est. Cost $62.84 Unrealized —

LHX L3HARRIS TECHNOLOGIES INC 0.0%

Value ($000) $303 (-5.5%) Shares 1,033 (-1.7%) Est. Cost $271.37 Unrealized +6.3%

BA BOEING CO 0.0%

Value ($000) $493 (-3.0%) Shares 2,270 (-3.6%) Est. Cost $191.91 Unrealized +7.2%

WM WASTE MGMT INC DEL 0.0%

Value ($000) $220 (-5.2%) Shares 1,000 (-4.8%) Est. Cost $194.32 Unrealized +9.4%

AMD ADVANCED MICRO DEVICES INC 0.0%

Value ($000) $431 (+2.6%) Shares 2,013 (-22.5%) Est. Cost $137.76 Unrealized +63.0%

NVT NVENT ELECTRIC PLC 2.1%

Value ($000) $215,280 (+0.0%) Shares 2,111,211 (-3.3%) Est. Cost $20.68 Unrealized +400.9%

ACN ACCENTURE PLC IRELAND 0.0%

Value ($000) $318 (-3.3%) Shares 1,184 (-11.1%) Est. Cost $280.40 Unrealized -9.4%

MA MASTERCARD INCORPORATED 0.0%

Value ($000) $356 (-2.8%) Shares 624 (-3.1%) Est. Cost $319.84 Unrealized +74.8%

PEP PEPSICO INC 0.0%

Value ($000) $1,306 (-0.5%) Shares 9,103 (-2.7%) Est. Cost $89.80 Unrealized +62.5%

VV VANGUARD INDEX FDS 0.0%

Value ($000) $257 (+2.3%) Shares 817 (-47.9%) Est. Cost $206.89 Unrealized —

GEV GE VERNOVA INC 0.0%

Value ($000) $610 (-0.8%) Shares 933 (-6.7%) Est. Cost $236.42 Unrealized +157.6%

EFA ISHARES TR 0.0%

Value ($000) $1,161 (-0.4%) Shares 12,093 (-3.1%) Est. Cost $82.54 Unrealized —

NTRS NORTHERN TR CORP 0.0%

Value ($000) $328 (-0.2%) Shares 2,400 (-1.6%) Est. Cost $101.99 Unrealized +28.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	4,949,648 (-11.2%)	$923,109 (-11.3%)	8.9%	$92.02	+102.3%	COM	67066G104
FISV	FISERV INC	1,643,250 (-6.1%)	$110,377 (-51.1%)	1.1%	$60.97	+37.5%	COM	337738108
GOOG	ALPHABET INC	1,697,969 (-3.7%)	$532,823 (+24.1%)	5.1%	$107.70	+165.9%	CAP STK CL C	02079K107
LLY	ELI LILLY & CO	345,345 (-3.6%)	$371,135 (+35.8%)	3.6%	$156.45	+510.8%	COM	532457108
UNH	UNITEDHEALTH GROUP INC	830,535 (-22.4%)	$274,168 (-25.8%)	2.6%	$250.37	+34.7%	COM	91324P102
FAST	FASTENAL CO	4,667,499 (-1.1%)	$187,307 (-19.1%)	1.8%	$26.46	+58.8%	COM	311900104
TNC	TENNANT CO	1,071,624 (-19.4%)	$78,979 (-26.7%)	0.8%	$66.55	+14.5%	COM	880345103
WFC	WELLS FARGO CO NEW	1,729,341 (-20.4%)	$161,175 (-11.5%)	1.6%	$27.16	+218.9%	COM	949746101
JPM	JPMORGAN CHASE & CO.	1,276,404 (-6.3%)	$411,283 (-4.2%)	4.0%	$112.66	+174.8%	COM	46625H100
KHC	KRAFT HEINZ CO	1,672,831 (-25.0%)	$40,566 (-30.2%)	0.4%	$30.10	-18.2%	COM	500754106
JNJ	JOHNSON & JOHNSON	804,346 (-18.4%)	$166,459 (-8.9%)	1.6%	$64.76	+204.2%	COM	478160104
ROK	ROCKWELL AUTOMATION INC	330,334 (-19.6%)	$128,523 (-10.5%)	1.2%	$216.50	+73.3%	COM	773903109
QCOM	QUALCOMM INC	550,308 (-15.8%)	$94,130 (-13.5%)	0.9%	$74.27	+130.0%	COM	747525103
LFUS	LITTELFUSE INC	778,951 (-4.3%)	$197,012 (-6.5%)	1.9%	$205.54	+23.9%	COM	537008104
HRL	HORMEL FOODS CORP	3,789,513 (-9.5%)	$89,811 (-13.3%)	0.9%	$29.44	-20.9%	COM	440452100
VZ	VERIZON COMMUNICATIONS INC	3,373,672 (-1.2%)	$137,410 (-8.4%)	1.3%	$31.50	+28.5%	COM	92343V104
LNT	ALLIANT ENERGY CORP	2,956,947 (-1.2%)	$192,231 (-4.7%)	1.9%	$48.08	+39.0%	COM	018802108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	486,547 (-1.8%)	$147,857 (+6.9%)	1.4%	$183.09	—	SPONSORED ADS	874039100
ABT	ABBOTT LABS	708,081 (-2.0%)	$88,715 (-8.4%)	0.9%	$38.74	+228.6%	COM	002824100
HON	HONEYWELL INTL INC	233,976 (-6.1%)	$45,646 (-13.0%)	0.4%	$58.62	+232.7%	COM	438516106
TECH	BIO-TECHNE CORP	2,767,539 (-1.4%)	$162,759 (+4.2%)	1.6%	$65.46	-7.2%	COM	09073M104
TTC	TORO CO	3,422,823 (-4.9%)	$269,445 (-1.8%)	2.6%	$56.17	+31.6%	COM	891092108
GNRC	GENERAC HLDGS INC	108,578 (-7.0%)	$14,807 (-24.2%)	0.1%	$145.22	+11.1%	COM	368736104
PIPR	PIPER SANDLER COMPANIES	175,861 (-4.7%)	$59,742 (-6.7%)	0.6%	$168.16	+100.9%	COM	724078100
CASY	CASEYS GEN STORES INC	103,873 (-4.0%)	$57,412 (-6.2%)	0.6%	$240.70	+128.3%	COM	147528103
EXAS	EXACT SCIENCES CORP	17,236 (-81.5%)	$1,750 (-65.7%)	0.0%	$51.10	+57.1%	COM	30063P105
SYY	SYSCO CORP	138,534 (-11.3%)	$10,209 (-20.6%)	0.1%	$65.21	+15.8%	COM	871829107
AXP	AMERICAN EXPRESS CO	159,459 (-6.2%)	$58,992 (+4.5%)	0.6%	$67.15	+431.6%	COM	025816109
PFG	PRINCIPAL FINANCIAL GROUP IN	211,818 (-16.7%)	$18,684 (-11.4%)	0.2%	$29.70	+182.4%	COM	74251V102
WK	WORKIVA INC	727,994 (-3.8%)	$62,789 (-3.6%)	0.6%	$64.29	+37.7%	COM CL A	98139A105
USB	US BANCORP DEL	647,980 (-15.2%)	$34,576 (-6.3%)	0.3%	$26.24	+85.7%	COM NEW	902973304
DIS	DISNEY WALT CO	296,183 (-5.5%)	$33,697 (-6.1%)	0.3%	$80.67	+35.8%	COM	254687106
AIR	AAR CORP	112,176 (-12.2%)	$9,287 (-18.9%)	0.1%	$42.06	+96.7%	COM	000361105
TGT	TARGET CORP	194,758 (-16.3%)	$19,038 (-8.8%)	0.2%	$51.82	+76.8%	COM	87612E106
MEDP	MEDPACE HLDGS INC	66,665 (-4.2%)	$37,442 (+4.7%)	0.4%	$252.08	+125.2%	COM	58506Q109
CAT	CATERPILLAR INC	18,455 (-1.4%)	$10,572 (+18.4%)	0.1%	$176.16	+215.3%	COM	149123101
MDT	MEDTRONIC PLC	412,750 (-4.1%)	$39,646 (-3.3%)	0.4%	$58.62	+65.7%	SHS	G5960L103
SCHW	SCHWAB CHARLES CORP	273,357 (-8.7%)	$27,311 (-4.4%)	0.3%	$50.70	+86.9%	COM	808513105
HUBG	HUB GROUP INC	236,036 (-7.8%)	$10,057 (+14.0%)	0.1%	$36.88	+3.1%	CL A	443320106
PLXS	PLEXUS CORP	45,868 (-16.5%)	$6,743 (-15.1%)	0.1%	$79.25	+85.0%	COM	729132100
HSY	HERSHEY CO	67,608 (-5.2%)	$12,303 (-7.7%)	0.1%	$140.98	+29.2%	COM	427866108
ONB	OLD NATL BANCORP IND	589,960 (-7.4%)	$13,162 (-5.9%)	0.1%	$17.68	+22.0%	COM	680033107
GIS	GENERAL MLS INC	108,477 (-6.3%)	$5,044 (-13.6%)	0.0%	$35.11	+35.2%	COM	370334104
PII	POLARIS INC	75,743 (-21.0%)	$4,791 (-14.0%)	0.0%	$83.75	-21.4%	COM	731068102
HWKN	HAWKINS INC	12,569 (-6.3%)	$1,786 (-27.2%)	0.0%	$25.26	+482.8%	COM	420261109
OKLO	OKLO INC	15,561 (-2.6%)	$1,117 (-37.4%)	0.0%	$10.40	+971.9%	COM CL A	02156V109
THRM	GENTHERM INC	52,946 (-30.1%)	$1,926 (-25.4%)	0.0%	$38.67	-6.9%	COM	37253A103
BMI	BADGER METER INC	102,813 (-1.0%)	$17,932 (-3.3%)	0.2%	$27.06	+564.3%	COM	056525108
RDNT	RADNET INC	95,648 (-1.9%)	$6,824 (-8.1%)	0.1%	$59.00	+30.8%	COM	750491102
GBCI	GLACIER BANCORP INC NEW	97,354 (-1.8%)	$4,288 (-11.1%)	0.0%	$24.59	+77.2%	COM	37637Q105
CWAN	CLEARWATER ANALYTICS HLDGS I	92,510 (-1.9%)	$2,231 (+31.3%)	0.0%	$28.26	-29.1%	CL A	185123106
JBTM	JBT MAREL CORPORATION	68,757 (-1.8%)	$10,360 (+5.3%)	0.1%	$105.72	+33.3%	COM	477839104
BKH	BLACK HILLS CORP	94,138 (-3.6%)	$6,535 (+8.7%)	0.1%	$48.29	+37.6%	COM	092113109
PNR	PENTAIR PLC	59,063 (-1.9%)	$6,151 (-7.8%)	0.1%	$41.58	+156.7%	SHS	G7S00T104
INSP	INSPIRE MED SYS INC	57,616 (-12.0%)	$5,314 (+9.4%)	0.1%	$155.93	-38.6%	COM	457730109
COST	COSTCO WHSL CORP NEW	2,933 (-8.9%)	$2,529 (-15.2%)	0.0%	$433.76	+108.8%	COM	22160K105
MOS	MOSAIC CO NEW	24,000 (-18.6%)	$578 (-43.5%)	0.0%	$46.67	-42.7%	COM	61945C103
ZBH	ZIMMER BIOMET HOLDINGS INC	11,100 (-20.5%)	$998 (-27.4%)	0.0%	$83.54	+13.2%	COM	98956P102
ULTA	ULTA BEAUTY INC	1,810 (-32.4%)	$1,095 (-25.2%)	0.0%	$504.10	+9.0%	COM	90384S303
ABBV	ABBVIE INC	46,456 (-2.0%)	$10,615 (-3.3%)	0.1%	$59.23	+284.2%	COM	00287Y109
MCD	MCDONALDS CORP	16,693 (-7.0%)	$5,102 (-6.4%)	0.0%	$177.46	+71.9%	COM	580135101
QCRH	QCR HOLDINGS INC	91,002 (-13.2%)	$7,580 (-4.4%)	0.1%	$40.99	+91.9%	COM	74727A104
GLW	CORNING INC	90,350 (-2.5%)	$7,911 (+4.1%)	0.1%	$13.94	+516.7%	COM	219350105
KMB	KIMBERLY-CLARK CORP	10,419 (-5.0%)	$1,051 (-22.9%)	0.0%	$80.47	+34.7%	COM	494368103
BBY	BEST BUY INC	6,657 (-33.4%)	$446 (-41.1%)	0.0%	$65.40	+15.4%	COM	086516101
ASB	ASSOCIATED BANC CORP	260,279 (-4.3%)	$6,705 (-4.1%)	0.1%	$13.30	+92.3%	COM	045487105
CVX	CHEVRON CORP NEW	21,612 (-5.8%)	$3,294 (-7.5%)	0.0%	$82.41	+83.7%	COM	166764100
BRK/B	BERKSHIRE HATHAWAY INC DEL	24,857 (-2.1%)	$12,494 (-2.1%)	0.1%	$230.22	+116.1%	CL B NEW	084670702
COP	CONOCOPHILLIPS	25,858 (-8.1%)	$2,421 (-9.1%)	0.0%	$76.57	+17.6%	COM	20825C104
AMT	AMERICAN TOWER CORP NEW	2,020 (-33.4%)	$355 (-39.2%)	0.0%	$153.25	+17.7%	COM	03027X100
WTFC	WINTRUST FINL CORP	46,633 (-8.3%)	$6,520 (-3.2%)	0.1%	$59.97	+121.8%	COM	97650W108
BAX	BAXTER INTL INC	24,556 (-17.7%)	$469 (-30.9%)	0.0%	$30.83	-35.1%	COM	071813109
AMGN	AMGEN INC	5,524 (-2.5%)	$1,808 (+13.1%)	0.0%	$125.70	+151.3%	COM	031162100
VUG	VANGUARD INDEX FDS	688 (-67.0%)	$336 (-38.0%)	0.0%	$260.29	—	GROWTH ETF	922908736
OSK	OSHKOSH CORP	35,069 (-1.3%)	$4,406 (-4.4%)	0.0%	$53.44	+139.3%	COM	688239201
VIG	VANGUARD SPECIALIZED FUNDS	2,377 (-29.3%)	$522 (-27.9%)	0.0%	$164.98	—	DIV APP ETF	921908844
BLK	BLACKROCK INC	190 (-42.6%)	$203 (-47.3%)	0.0%	$1108.77	-1.7%	COM	09290D101
IWD	ISHARES TR	1,962 (-85.9%)	$413 (-29.5%)	0.0%	$42.18	—	RUS 1000 VAL ETF	464287598
SYK	STRYKER CORPORATION	4,199 (-5.3%)	$1,476 (-10.0%)	0.0%	$239.80	+51.6%	COM	863667101
CVRX	CVRX INC	142,456 (-1.7%)	$1,011 (-13.5%)	0.0%	$13.25	-31.1%	COM	126638105
BMY	BRISTOL-MYERS SQUIBB CO	24,938 (-5.5%)	$1,345 (+13.0%)	0.0%	$36.99	+28.5%	COM	110122108
DCI	DONALDSON INC	560,653 (-7.4%)	$49,707 (+0.3%)	0.5%	$30.77	+180.9%	COM	257651109
UPS	UNITED PARCEL SERVICE INC	19,792 (-21.7%)	$1,963 (-7.0%)	0.0%	$57.10	+62.4%	CL B	911312106
AVGO	BROADCOM INC	3,323 (-15.2%)	$1,150 (-11.1%)	0.0%	$182.52	+95.6%	COM	11135F101
SKYT	SKYWATER TECHNOLOGY INC	182,131 (-1.4%)	$3,307 (-4.1%)	0.0%	$17.23	+0.8%	COM	83089J108
ALRS	ALERUS FINL CORP	79,436 (-8.5%)	$1,789 (-6.9%)	0.0%	$25.76	-16.1%	COM	01446U103
CSCO	CISCO SYS INC	20,265 (-3.1%)	$1,561 (+9.1%)	0.0%	$35.46	+108.1%	COM	17275R102
IJR	ISHARES TR	2,495 (-29.1%)	$300 (-28.3%)	0.0%	$105.14	—	CORE S&P SCP ETF	464287804
CFR	CULLEN FROST BANKERS INC	42,731 (-1.8%)	$5,411 (-1.9%)	0.1%	$65.23	+91.4%	COM	229899109
LOW	LOWES COS INC	6,863 (-1.7%)	$1,655 (-5.7%)	0.0%	$69.30	+246.1%	COM	548661107
TT	TRANE TECHNOLOGIES PLC	1,143 (-10.8%)	$445 (-17.7%)	0.0%	$240.15	+72.2%	SHS	G8994E103
DHR	DANAHER CORPORATION	1,169 (-33.4%)	$268 (-23.1%)	0.0%	$210.76	+4.2%	COM	235851102
PFE	PFIZER INC	73,921 (-1.9%)	$1,841 (-4.1%)	0.0%	$18.63	+34.4%	COM	717081103
UNP	UNION PAC CORP	4,592 (-4.8%)	$1,062 (-6.9%)	0.0%	$140.33	+62.0%	COM	907818108
SNA	SNAP ON INC	3,373 (-5.6%)	$1,162 (-6.1%)	0.0%	$127.11	+167.9%	COM	833034101
TMO	THERMO FISHER SCIENTIFIC INC	1,241 (-23.2%)	$719 (-8.3%)	0.0%	$350.66	+61.2%	COM	883556102
AWK	AMERICAN WTR WKS CO INC NEW	5,046 (-2.7%)	$659 (-8.7%)	0.0%	$139.77	-4.7%	COM	030420103
EMR	EMERSON ELEC CO	66,916 (-1.8%)	$8,881 (-0.7%)	0.1%	$52.45	+152.4%	COM	291011104
MGPI	MGP INGREDIENTS INC NEW	173,245 (-1.8%)	$4,210 (-1.3%)	0.0%	$69.52	-64.9%	COM	55303J106
WMT	WALMART INC	16,000 (-4.6%)	$1,783 (+3.2%)	0.0%	$57.07	+87.8%	COM	931142103
CB	CHUBB LIMITED	2,334 (-2.4%)	$728 (+7.9%)	0.0%	$192.83	+51.6%	COM	H1467J104
NWE	NORTHWESTERN ENERGY GROUP IN	81,682 (-8.3%)	$5,272 (+1.0%)	0.1%	$48.43	+29.7%	COM NEW	668074305
BAC	BANK AMERICA CORP	22,493 (-9.9%)	$1,237 (-4.0%)	0.0%	$28.54	+84.5%	COM	060505104
RF	REGIONS FINANCIAL CORP NEW	7,620 (-21.8%)	$207 (-19.6%)	0.0%	$18.39	+37.9%	COM	7591EP100
WAB	WABTEC	5,237 (-1.7%)	$1,118 (+4.7%)	0.0%	$191.67	+7.1%	COM	929740108
SLB	SLB LIMITED	5,500 (-26.9%)	$211 (-18.4%)	0.0%	$34.34	+5.0%	COM STK	806857108
MO	ALTRIA GROUP INC	4,561 (-2.1%)	$263 (-14.5%)	0.0%	$35.25	+68.4%	COM	02209S103
BSX	BOSTON SCIENTIFIC CORP	10,176 (-1.3%)	$970 (-3.6%)	0.0%	$40.43	+142.5%	COM	101137107
ITW	ILLINOIS TOOL WKS INC	1,733 (-1.5%)	$427 (-6.9%)	0.0%	$134.22	+84.5%	COM	452308109
IBM	INTERNATIONAL BUSINESS MACHS	3,627 (-2.1%)	$1,074 (+2.8%)	0.0%	$234.35	+27.5%	COM	459200101
NEE	NEXTERA ENERGY INC	12,772 (-4.2%)	$1,025 (+1.9%)	0.0%	$68.72	+20.1%	COM	65339F101
IXN	ISHARES TR	3,150 (-43.6%)	$331 (+6.1%)	0.0%	$62.84	—	GLOBAL TECH ETF	464287291
LHX	L3HARRIS TECHNOLOGIES INC	1,033 (-1.7%)	$303 (-5.5%)	0.0%	$271.37	+6.3%	COM	502431109
BA	BOEING CO	2,270 (-3.6%)	$493 (-3.0%)	0.0%	$191.91	+7.2%	COM	097023105
WM	WASTE MGMT INC DEL	1,000 (-4.8%)	$220 (-5.2%)	0.0%	$194.32	+9.4%	COM	94106L109
AMD	ADVANCED MICRO DEVICES INC	2,013 (-22.5%)	$431 (+2.6%)	0.0%	$137.76	+63.0%	COM	007903107
NVT	NVENT ELECTRIC PLC	2,111,211 (-3.3%)	$215,280 (+0.0%)	2.1%	$20.68	+400.9%	SHS	G6700G107
ACN	ACCENTURE PLC IRELAND	1,184 (-11.1%)	$318 (-3.3%)	0.0%	$280.40	-9.4%	SHS CLASS A	G1151C101
MA	MASTERCARD INCORPORATED	624 (-3.1%)	$356 (-2.8%)	0.0%	$319.84	+74.8%	CL A	57636Q104
PEP	PEPSICO INC	9,103 (-2.7%)	$1,306 (-0.5%)	0.0%	$89.80	+62.5%	COM	713448108
VV	VANGUARD INDEX FDS	817 (-47.9%)	$257 (+2.3%)	0.0%	$206.89	—	LARGE CAP ETF	922908637
GEV	GE VERNOVA INC	933 (-6.7%)	$610 (-0.8%)	0.0%	$236.42	+157.6%	COM	36828A101
EFA	ISHARES TR	12,093 (-3.1%)	$1,161 (-0.4%)	0.0%	$82.54	—	MSCI EAFE ETF	464287465
NTRS	NORTHERN TR CORP	2,400 (-1.6%)	$328 (-0.2%)	0.0%	$101.99	+28.2%	COM	665859104

Unchanged Positions (71)

MSFT MICROSOFT CORP 8.9%

Value ($000) $925,115 Shares 1,912,896 Est. Cost $122.24 Unrealized +309.5%

CHRW C H ROBINSON WORLDWIDE INC 1.3%

Value ($000) $138,653 Shares 862,483 Est. Cost $63.54 Unrealized +131.9%

GGG GRACO INC 3.1%

Value ($000) $320,141 Shares 3,905,582 Est. Cost $35.20 Unrealized +132.8%

ECL ECOLAB INC 1.9%

Value ($000) $202,290 Shares 770,571 Est. Cost $100.53 Unrealized +164.3%

HD HOME DEPOT INC 0.5%

Value ($000) $54,042 Shares 157,053 Est. Cost $121.94 Unrealized +199.0%

CRM SALESFORCE INC 0.8%

Value ($000) $78,417 Shares 296,013 Est. Cost $232.05 Unrealized +6.9%

CLFD CLEARFIELD INC 0.2%

Value ($000) $21,285 Shares 730,188 Est. Cost $39.37 Unrealized -18.4%

TXN TEXAS INSTRS INC 0.4%

Value ($000) $40,844 Shares 235,424 Est. Cost $157.17 Unrealized +8.6%

MMM 3M CO 0.5%

Value ($000) $55,898 Shares 349,147 Est. Cost $105.13 Unrealized +55.2%

MRK MERCK & CO INC 0.1%

Value ($000) $5,473 Shares 51,999 Est. Cost $49.83 Unrealized +87.1%

WWD WOODWARD INC 0.0%

Value ($000) $4,232 Shares 14,000 Est. Cost $92.33 Unrealized +197.6%

AMAT APPLIED MATLS INC 0.0%

Value ($000) $2,911 Shares 11,327 Est. Cost $115.64 Unrealized +107.1%

FUL FULLER H B CO 1.4%

Value ($000) $143,362 Shares 2,411,067 Est. Cost $37.49 Unrealized +56.1%

SPY SPDR S&P 500 ETF TR 0.2%

Value ($000) $18,449 Shares 27,054 Est. Cost $574.37 Unrealized —

SOLV SOLVENTUM CORP 0.1%

Value ($000) $5,776 Shares 72,887 Est. Cost $66.03 Unrealized +16.0%

AXGN AXOGEN INC 0.0%

Value ($000) $720 Shares 22,000 Est. Cost $14.70 Unrealized +67.3%

CIEN CIENA CORP 0.0%

Value ($000) $702 Shares 3,000 Est. Cost $71.73 Unrealized +170.5%

RTX RTX CORPORATION 0.0%

Value ($000) $1,664 Shares 9,071 Est. Cost $84.46 Unrealized +105.2%

SCHB SCHWAB STRATEGIC TR 0.1%

Value ($000) $6,852 Shares 261,246 Est. Cost $31.10 Unrealized —

RGR STURM RUGER & CO INC 0.0%

Value ($000) $392 Shares 12,000 Est. Cost $57.77 Unrealized -35.9%

VCEL VERICEL CORP 0.0%

Value ($000) $931 Shares 25,865 Est. Cost $18.97 Unrealized +93.6%

CM CANADIAN IMPERIAL BANK OF CO 0.0%

Value ($000) $922 Shares 10,176 Est. Cost $41.55 Unrealized +106.5%

HOG HARLEY DAVIDSON INC 0.0%

Value ($000) $287 Shares 14,000 Est. Cost $23.75 Unrealized +3.5%

CAH CARDINAL HEALTH INC 0.0%

Value ($000) $436 Shares 2,121 Est. Cost $147.12 Unrealized +27.6%

NEM NEWMONT CORP 0.0%

Value ($000) $499 Shares 5,000 Est. Cost $43.26 Unrealized +108.5%

IDXX IDEXX LABS INC 0.0%

Value ($000) $1,442 Shares 2,131 Est. Cost $94.18 Unrealized +623.1%

KO COCA COLA CO 0.0%

Value ($000) $1,637 Shares 23,411 Est. Cost $43.58 Unrealized +59.2%

VSAT VIASAT INC 0.0%

Value ($000) $448 Shares 13,000 Est. Cost $10.12 Unrealized +248.9%

IEX IDEX CORP 0.0%

Value ($000) $712 Shares 4,000 Est. Cost $193.66 Unrealized -11.8%

DGII DIGI INTL INC 0.0%

Value ($000) $346 Shares 8,000 Est. Cost $12.92 Unrealized +209.9%

PSX PHILLIPS 66 0.0%

Value ($000) $852 Shares 6,604 Est. Cost $83.54 Unrealized +60.4%

BDX BECTON DICKINSON & CO 0.0%

Value ($000) $1,382 Shares 7,119 Est. Cost $198.96 Unrealized -4.7%

INTC INTEL CORP 0.0%

Value ($000) $529 Shares 14,333 Est. Cost $17.97 Unrealized +110.1%

CMI CUMMINS INC 0.0%

Value ($000) $270 Shares 528 Est. Cost $380.68 Unrealized +22.5%

BK BANK NEW YORK MELLON CORP 0.0%

Value ($000) $684 Shares 5,888 Est. Cost $83.95 Unrealized +31.6%

NSC NORFOLK SOUTHN CORP 0.0%

Value ($000) $876 Shares 3,035 Est. Cost $117.20 Unrealized +146.3%

GE GE AEROSPACE 0.0%

Value ($000) $2,395 Shares 7,775 Est. Cost $80.53 Unrealized +273.5%

WY WEYERHAEUSER CO MTN BE 0.0%

Value ($000) $856 Shares 36,117 Est. Cost $27.79 Unrealized -17.3%

MPC MARATHON PETE CORP 0.0%

Value ($000) $212 Shares 1,301 Est. Cost $174.47 Unrealized +6.8%

UFCS UNITED FIRE GROUP INC 0.0%

Value ($000) $240 Shares 6,600 Est. Cost $30.86 Unrealized +10.8%

T AT&T INC 0.0%

Value ($000) $281 Shares 11,327 Est. Cost $13.83 Unrealized +82.9%

PATH UIPATH INC 0.0%

Value ($000) $199 Shares 12,125 Est. Cost $11.82 Unrealized +31.6%

ETN EATON CORP PLC 0.0%

Value ($000) $206 Shares 648 Est. Cost $363.27 Unrealized -2.4%

NVEC NVE CORP 0.0%

Value ($000) $356 Shares 6,000 Est. Cost $49.79 Unrealized +34.3%

TJX TJX COS INC NEW 0.0%

Value ($000) $509 Shares 3,315 Est. Cost $94.12 Unrealized +56.9%

IAU ISHARES GOLD TR 0.0%

Value ($000) $286 Shares 3,525 Est. Cost $62.36 Unrealized —

GILD GILEAD SCIENCES INC 0.0%

Value ($000) $279 Shares 2,275 Est. Cost $104.39 Unrealized +15.8%

SONY SONY GROUP CORP 0.0%

Value ($000) $200 Shares 7,830 Est. Cost $26.03 Unrealized —

SCHF SCHWAB STRATEGIC TR 0.0%

Value ($000) $721 Shares 30,000 Est. Cost $23.94 Unrealized —

MRSH MARSH & MCLENNAN COS INC 0.0%

Value ($000) $252 Shares 1,356 Est. Cost $160.63 Unrealized +16.1%

QQQ INVESCO QQQ TR 0.0%

Value ($000) $950 Shares 1,546 Est. Cost $371.84 Unrealized —

MSA MSA SAFETY INC 0.0%

Value ($000) $235 Shares 1,470 Est. Cost $144.01 Unrealized +13.1%

ADSK AUTODESK INC 0.0%

Value ($000) $237 Shares 801 Est. Cost $251.72 Unrealized +20.2%

SHEL SHELL PLC 0.0%

Value ($000) $551 Shares 7,504 Est. Cost $49.78 Unrealized —

CLF CLEVELAND-CLIFFS INC NEW 0.0%

Value ($000) $179 Shares 13,500 Est. Cost $15.86 Unrealized -20.4%

— AMCOR PLC 0.0%

Value ($000) $738 Shares 88,520 Est. Cost $9.03 Unrealized -8.6%

ADBE ADOBE INC 0.0%

Value ($000) $703 Shares 2,009 Est. Cost $247.23 Unrealized +37.6%

BOH BANK HAWAII CORP 0.0%

Value ($000) $273 Shares 4,000 Est. Cost $51.86 Unrealized +26.2%

SEIC SEI INVTS CO 0.0%

Value ($000) $271 Shares 3,300 Est. Cost $56.53 Unrealized +44.6%

VEU VANGUARD INTL EQUITY INDEX F 0.0%

Value ($000) $234 Shares 3,178 Est. Cost $60.66 Unrealized —

EPD ENTERPRISE PRODS PARTNERS L 0.0%

Value ($000) $276 Shares 8,600 Est. Cost $31.01 Unrealized —

IVW ISHARES TR 0.0%

Value ($000) $309 Shares 2,509 Est. Cost $120.72 Unrealized —

DE DEERE & CO 0.0%

Value ($000) $280 Shares 602 Est. Cost $232.91 Unrealized +100.8%

PLUG PLUG POWER INC 0.0%

Value ($000) $20 Shares 10,000 Est. Cost $3.72 Unrealized -29.7%

PM PHILIP MORRIS INTL INC 0.0%

Value ($000) $425 Shares 2,649 Est. Cost $71.78 Unrealized +113.9%

BMO BANK MONTREAL QUE 0.0%

Value ($000) $876 Shares 6,746 Est. Cost $83.67 Unrealized +51.3%

BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $3,774 Shares 5 Est. Cost $235290.95 Unrealized +217.2%

BRC BRADY CORP 0.0%

Value ($000) $549 Shares 7,000 Est. Cost $43.63 Unrealized +76.8%

HBAN HUNTINGTON BANCSHARES INC 0.0%

Value ($000) $481 Shares 27,703 Est. Cost $11.76 Unrealized +38.5%

AEBI AEBI SCHMIDT HLDG AG 0.0%

Value ($000) $132 Shares 10,401 Est. Cost $11.40 Unrealized +4.4%

BP BP PLC 0.0%

Value ($000) $226 Shares 6,500 Est. Cost $34.46 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	1,912,896	$925,115	8.9%	$122.24	+309.5%	COM	594918104
CHRW	C H ROBINSON WORLDWIDE INC	862,483	$138,653	1.3%	$63.54	+131.9%	COM NEW	12541W209
GGG	GRACO INC	3,905,582	$320,141	3.1%	$35.20	+132.8%	COM	384109104
ECL	ECOLAB INC	770,571	$202,290	1.9%	$100.53	+164.3%	COM	278865100
HD	HOME DEPOT INC	157,053	$54,042	0.5%	$121.94	+199.0%	COM	437076102
CRM	SALESFORCE INC	296,013	$78,417	0.8%	$232.05	+6.9%	COM	79466L302
CLFD	CLEARFIELD INC	730,188	$21,285	0.2%	$39.37	-18.4%	COM	18482P103
TXN	TEXAS INSTRS INC	235,424	$40,844	0.4%	$157.17	+8.6%	COM	882508104
MMM	3M CO	349,147	$55,898	0.5%	$105.13	+55.2%	COM	88579Y101
MRK	MERCK & CO INC	51,999	$5,473	0.1%	$49.83	+87.1%	COM	58933Y105
WWD	WOODWARD INC	14,000	$4,232	0.0%	$92.33	+197.6%	COM	980745103
AMAT	APPLIED MATLS INC	11,327	$2,911	0.0%	$115.64	+107.1%	COM	038222105
FUL	FULLER H B CO	2,411,067	$143,362	1.4%	$37.49	+56.1%	COM	359694106
SPY	SPDR S&P 500 ETF TR	27,054	$18,449	0.2%	$574.37	—	TR UNIT	78462F103
SOLV	SOLVENTUM CORP	72,887	$5,776	0.1%	$66.03	+16.0%	COM SHS	83444M101
AXGN	AXOGEN INC	22,000	$720	0.0%	$14.70	+67.3%	COM	05463X106
CIEN	CIENA CORP	3,000	$702	0.0%	$71.73	+170.5%	COM NEW	171779309
RTX	RTX CORPORATION	9,071	$1,664	0.0%	$84.46	+105.2%	COM	75513E101
SCHB	SCHWAB STRATEGIC TR	261,246	$6,852	0.1%	$31.10	—	US BRD MKT ETF	808524102
RGR	STURM RUGER & CO INC	12,000	$392	0.0%	$57.77	-35.9%	COM	864159108
VCEL	VERICEL CORP	25,865	$931	0.0%	$18.97	+93.6%	COM	92346J108
CM	CANADIAN IMPERIAL BANK OF CO	10,176	$922	0.0%	$41.55	+106.5%	COM	136069101
HOG	HARLEY DAVIDSON INC	14,000	$287	0.0%	$23.75	+3.5%	COM	412822108
CAH	CARDINAL HEALTH INC	2,121	$436	0.0%	$147.12	+27.6%	COM	14149Y108
NEM	NEWMONT CORP	5,000	$499	0.0%	$43.26	+108.5%	COM	651639106
IDXX	IDEXX LABS INC	2,131	$1,442	0.0%	$94.18	+623.1%	COM	45168D104
KO	COCA COLA CO	23,411	$1,637	0.0%	$43.58	+59.2%	COM	191216100
VSAT	VIASAT INC	13,000	$448	0.0%	$10.12	+248.9%	COM	92552V100
IEX	IDEX CORP	4,000	$712	0.0%	$193.66	-11.8%	COM	45167R104
DGII	DIGI INTL INC	8,000	$346	0.0%	$12.92	+209.9%	COM	253798102
PSX	PHILLIPS 66	6,604	$852	0.0%	$83.54	+60.4%	COM	718546104
BDX	BECTON DICKINSON & CO	7,119	$1,382	0.0%	$198.96	-4.7%	COM	075887109
INTC	INTEL CORP	14,333	$529	0.0%	$17.97	+110.1%	COM	458140100
CMI	CUMMINS INC	528	$270	0.0%	$380.68	+22.5%	COM	231021106
BK	BANK NEW YORK MELLON CORP	5,888	$684	0.0%	$83.95	+31.6%	COM	064058100
NSC	NORFOLK SOUTHN CORP	3,035	$876	0.0%	$117.20	+146.3%	COM	655844108
GE	GE AEROSPACE	7,775	$2,395	0.0%	$80.53	+273.5%	COM NEW	369604301
WY	WEYERHAEUSER CO MTN BE	36,117	$856	0.0%	$27.79	-17.3%	COM NEW	962166104
MPC	MARATHON PETE CORP	1,301	$212	0.0%	$174.47	+6.8%	COM	56585A102
UFCS	UNITED FIRE GROUP INC	6,600	$240	0.0%	$30.86	+10.8%	COM	910340108
T	AT&T INC	11,327	$281	0.0%	$13.83	+82.9%	COM	00206R102
PATH	UIPATH INC	12,125	$199	0.0%	$11.82	+31.6%	CL A	90364P105
ETN	EATON CORP PLC	648	$206	0.0%	$363.27	-2.4%	SHS	G29183103
NVEC	NVE CORP	6,000	$356	0.0%	$49.79	+34.3%	COM NEW	629445206
TJX	TJX COS INC NEW	3,315	$509	0.0%	$94.12	+56.9%	COM	872540109
IAU	ISHARES GOLD TR	3,525	$286	0.0%	$62.36	—	ISHARES NEW	464285204
GILD	GILEAD SCIENCES INC	2,275	$279	0.0%	$104.39	+15.8%	COM	375558103
SONY	SONY GROUP CORP	7,830	$200	0.0%	$26.03	—	SPONSORED ADR	835699307
SCHF	SCHWAB STRATEGIC TR	30,000	$721	0.0%	$23.94	—	INTL EQTY ETF	808524805
MRSH	MARSH & MCLENNAN COS INC	1,356	$252	0.0%	$160.63	+16.1%	COM	571748102
QQQ	INVESCO QQQ TR	1,546	$950	0.0%	$371.84	—	UNIT SER 1	46090E103
MSA	MSA SAFETY INC	1,470	$235	0.0%	$144.01	+13.1%	COM	553498106
ADSK	AUTODESK INC	801	$237	0.0%	$251.72	+20.2%	COM	052769106
SHEL	SHELL PLC	7,504	$551	0.0%	$49.78	—	SPON ADS	780259305
CLF	CLEVELAND-CLIFFS INC NEW	13,500	$179	0.0%	$15.86	-20.4%	COM	185899101
—	AMCOR PLC	88,520	$738	0.0%	$9.03	-8.6%	ORD	G0250X107
ADBE	ADOBE INC	2,009	$703	0.0%	$247.23	+37.6%	COM	00724F101
BOH	BANK HAWAII CORP	4,000	$273	0.0%	$51.86	+26.2%	COM	062540109
SEIC	SEI INVTS CO	3,300	$271	0.0%	$56.53	+44.6%	COM	784117103
VEU	VANGUARD INTL EQUITY INDEX F	3,178	$234	0.0%	$60.66	—	ALLWRLD EX US	922042775
EPD	ENTERPRISE PRODS PARTNERS L	8,600	$276	0.0%	$31.01	—	COM	293792107
IVW	ISHARES TR	2,509	$309	0.0%	$120.72	—	S&P 500 GRWT ETF	464287309
DE	DEERE & CO	602	$280	0.0%	$232.91	+100.8%	COM	244199105
PLUG	PLUG POWER INC	10,000	$20	0.0%	$3.72	-29.7%	COM NEW	72919P202
PM	PHILIP MORRIS INTL INC	2,649	$425	0.0%	$71.78	+113.9%	COM	718172109
BMO	BANK MONTREAL QUE	6,746	$876	0.0%	$83.67	+51.3%	COM	063671101
BRK/A	BERKSHIRE HATHAWAY INC DEL	5	$3,774	0.0%	$235290.95	+217.2%	CL A	084670108
BRC	BRADY CORP	7,000	$549	0.0%	$43.63	+76.8%	CL A	104674106
HBAN	HUNTINGTON BANCSHARES INC	27,703	$481	0.0%	$11.76	+38.5%	COM	446150104
AEBI	AEBI SCHMIDT HLDG AG	10,401	$132	0.0%	$11.40	+4.4%	COM	H00501108
BP	BP PLC	6,500	$226	0.0%	$34.46	—	SPONSORED ADR	055622104