Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GNRC	GENERAC HLDGS INC	14,421 (+1.2%)	$4.223M (+51.7%)	3.2%	$125.86	—	Common Stock	368736104
NVDA	NVIDIA CORP COM	8,020 (+409.2%)	$1.605M (+484.2%)	1.2%	$197.45	—	Common Stock	67066G104
NOW	SERVICENOW INC	19,020 (+63.9%)	$1.888M (+55.6%)	1.4%	$135.02	—	Common Stock	81762P102
CVX	CHEVRON CORP NEW COM	18,701 (+3.8%)	$3.1M (-16.8%)	2.3%	$145.81	—	Common Stock	166764100
MDLN	MEDLINE INC	13,938 (+156.2%)	$550K (+127.1%)	0.4%	$41.55	—	Common Stock	58507V107
SBUX	STARBUCKS CORP COM	12,479 (+7.5%)	$1.275M (+22.7%)	1.0%	$92.83	—	Common Stock	855244109
BA	BOEING CO	6,699 (+8.3%)	$1.45M (+17.8%)	1.1%	$228.87	—	Common Stock	097023105
COST	COSTCO WHOLESALE CORP	2,076 (+11.6%)	$1.942M (+4.8%)	1.5%	$919.45	—	Common Stock	22160K105
AGG	ISHARES CORE TOTAL US AGG BOND ETF	11,053 (+5.2%)	$1.094M (+4.9%)	0.8%	$94.90	—	Fixed Income ETF	464287226
WM	WASTE MGMT INC DEL COM	6,945 (+5.5%)	$1.548M (+2.3%)	1.2%	$221.03	—	Common Stock	94106L109

Exited Positions (1)

WDAY WORKDAY INC A 0.8%

Value $1.006M Shares 7,745 Est. Cost $238.41 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WDAY	WORKDAY INC A	7,745	$1.006M	0.8%	$238.41	—	—	98138H101

Decreased Positions (16)

LLY LILLY ELI & CO COM 7.0%

Value $9.31M (+28.8%) Shares 7,762 (-1.3%) Est. Cost $506.78 Unrealized —

SPGI S&P GLOBAL INC 0.9%

Value $1.139M (-52.1%) Shares 2,797 (-50.0%) Est. Cost $392.08 Unrealized —

AON AON PLC 1.0%

Value $1.294M (-45.5%) Shares 3,900 (-47.0%) Est. Cost $322.80 Unrealized —

ICE INTERCONTINENTAL EXCHANGE INC 1.4%

Value $1.856M (-27.6%) Shares 15,074 (-7.5%) Est. Cost $112.41 Unrealized —

WMT WALMART INC 3.9%

Value $5.191M (-11.2%) Shares 45,836 (-2.6%) Est. Cost $54.79 Unrealized —

CRM SALESFORCE INC 0.5%

Value $664K (-46.2%) Shares 4,240 (-35.9%) Est. Cost $218.85 Unrealized —

BX BLACKSTONE INC 1.3%

Value $1.678M (-21.5%) Shares 14,260 (-23.3%) Est. Cost $100.61 Unrealized —

RBA RB GLOBAL INC 2.1%

Value $2.783M (+15.4%) Shares 23,902 (-5.0%) Est. Cost $63.66 Unrealized —

SYK STRYKER CORP 2.9%

Value $3.859M (-5.4%) Shares 12,258 (-1.2%) Est. Cost $285.56 Unrealized —

DXCM DEXCOM INC 1.8%

Value $2.448M (+6.0%) Shares 36,343 (-1.2%) Est. Cost $110.03 Unrealized —

XYL XYLEM INC COM 0.2%

Value $254K (-32.4%) Shares 2,150 (-31.6%) Est. Cost $100.26 Unrealized —

UBER UBER TECHNOLOGIES INC 3.2%

Value $4.204M (-2.5%) Shares 58,265 (-2.8%) Est. Cost $47.62 Unrealized —

TOST TOAST INC 0.9%

Value $1.216M (-7.9%) Shares 43,709 (-12.2%) Est. Cost $24.79 Unrealized —

IRTC IRHYTHM TECHNOLOGIES INC 1.9%

Value $2.499M (-3.8%) Shares 21,012 (-4.5%) Est. Cost $102.64 Unrealized —

BIV VANGUARD INTERMEDIATE TERM BOND ETF 1.2%

Value $1.546M (-1.7%) Shares 20,151 (-1.0%) Est. Cost $72.83 Unrealized —

CNI CANADIAN NATL RY CO COM 0.3%

Value $401K (+3.7%) Shares 3,365 (-10.6%) Est. Cost $109.31 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	LILLY ELI & CO COM	7,762 (-1.3%)	$9.31M (+28.8%)	7.0%	$506.78	—	Common Stock	532457108
SPGI	S&P GLOBAL INC	2,797 (-50.0%)	$1.139M (-52.1%)	0.9%	$392.08	—	Common Stock	78409V104
AON	AON PLC	3,900 (-47.0%)	$1.294M (-45.5%)	1.0%	$322.80	—	Int'l Common Stock	G0403H108
ICE	INTERCONTINENTAL EXCHANGE INC	15,074 (-7.5%)	$1.856M (-27.6%)	1.4%	$112.41	—	Common Stock	45866F104
WMT	WALMART INC	45,836 (-2.6%)	$5.191M (-11.2%)	3.9%	$54.79	—	Common Stock	931142103
CRM	SALESFORCE INC	4,240 (-35.9%)	$664K (-46.2%)	0.5%	$218.85	—	Common Stock	79466L302
BX	BLACKSTONE INC	14,260 (-23.3%)	$1.678M (-21.5%)	1.3%	$100.61	—	Common Stock	09260D107
RBA	RB GLOBAL INC	23,902 (-5.0%)	$2.783M (+15.4%)	2.1%	$63.66	—	Int'l Common Stock	74935Q107
SYK	STRYKER CORP	12,258 (-1.2%)	$3.859M (-5.4%)	2.9%	$285.56	—	Common Stock	863667101
DXCM	DEXCOM INC	36,343 (-1.2%)	$2.448M (+6.0%)	1.8%	$110.03	—	Common Stock	252131107
XYL	XYLEM INC COM	2,150 (-31.6%)	$254K (-32.4%)	0.2%	$100.26	—	Common Stock	98419M100
UBER	UBER TECHNOLOGIES INC	58,265 (-2.8%)	$4.204M (-2.5%)	3.2%	$47.62	—	Common Stock	90353T100
TOST	TOAST INC	43,709 (-12.2%)	$1.216M (-7.9%)	0.9%	$24.79	—	Common Stock	888787108
IRTC	IRHYTHM TECHNOLOGIES INC	21,012 (-4.5%)	$2.499M (-3.8%)	1.9%	$102.64	—	Common Stock	450056106
BIV	VANGUARD INTERMEDIATE TERM BOND ETF	20,151 (-1.0%)	$1.546M (-1.7%)	1.2%	$72.83	—	Fixed Income ETF	921937819
CNI	CANADIAN NATL RY CO COM	3,365 (-10.6%)	$401K (+3.7%)	0.3%	$109.31	—	Int'l Common Stock	136375102

Unchanged Positions (16)

ROK ROCKWELL AUTOMATION 4.6%

Value $6.103M Shares 12,327 Est. Cost $297.46 Unrealized —

GOOG ALPHABET INC C 6.8%

Value $9.018M Shares 25,524 Est. Cost $129.76 Unrealized —

GEV GE VERNOVA INC 3.9%

Value $5.213M Shares 4,437 Est. Cost $475.27 Unrealized —

AAPL APPLE INC COM 5.6%

Value $7.432M Shares 25,685 Est. Cost $181.28 Unrealized —

JPM JPMORGAN CHASE & CO COM 4.6%

Value $6.101M Shares 18,640 Est. Cost $146.90 Unrealized —

AMZN AMAZON.COM INC COM 3.4%

Value $4.518M Shares 18,955 Est. Cost $139.33 Unrealized —

ISRG INTUITIVE SURGICAL INC 1.6%

Value $2.173M Shares 5,463 Est. Cost $328.27 Unrealized —

ECL ECOLAB INC 2.8%

Value $3.74M Shares 13,423 Est. Cost $180.62 Unrealized —

FAST FASTENAL CO COM 3.6%

Value $4.725M Shares 98,373 Est. Cost $34.17 Unrealized —

JNJ JOHNSON & JOHNSON COM 4.1%

Value $5.381M Shares 21,188 Est. Cost $152.80 Unrealized —

HD HOME DEPOT INC COM 1.8%

Value $2.372M Shares 6,725 Est. Cost $321.58 Unrealized —

MA MASTERCARD INCORPORATED 3.1%

Value $4.102M Shares 7,987 Est. Cost $396.22 Unrealized —

PG PROCTER & GAMBLE CO COM 2.8%

Value $3.762M Shares 25,652 Est. Cost $144.47 Unrealized —

WEC WEC ENERGY GROUP INC 1.0%

Value $1.364M Shares 11,680 Est. Cost $104.25 Unrealized —

ORCL ORACLE CORP 1.3%

Value $1.719M Shares 11,732 Est. Cost $163.42 Unrealized —

MSFT MICROSOFT CORP COM 3.8%

Value $5.02M Shares 13,457 Est. Cost $331.45 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ROK	ROCKWELL AUTOMATION	12,327	$6.103M	4.6%	$297.46	—	Common Stock	773903109
GOOG	ALPHABET INC C	25,524	$9.018M	6.8%	$129.76	—	Common Stock	02079K107
GEV	GE VERNOVA INC	4,437	$5.213M	3.9%	$475.27	—	Common Stock	36828A101
AAPL	APPLE INC COM	25,685	$7.432M	5.6%	$181.28	—	Common Stock	037833100
JPM	JPMORGAN CHASE & CO COM	18,640	$6.101M	4.6%	$146.90	—	Common Stock	46625H100
AMZN	AMAZON.COM INC COM	18,955	$4.518M	3.4%	$139.33	—	Common Stock	023135106
ISRG	INTUITIVE SURGICAL INC	5,463	$2.173M	1.6%	$328.27	—	Common Stock	46120E602
ECL	ECOLAB INC	13,423	$3.74M	2.8%	$180.62	—	Common Stock	278865100
FAST	FASTENAL CO COM	98,373	$4.725M	3.6%	$34.17	—	Common Stock	311900104
JNJ	JOHNSON & JOHNSON COM	21,188	$5.381M	4.1%	$152.80	—	Common Stock	478160104
HD	HOME DEPOT INC COM	6,725	$2.372M	1.8%	$321.58	—	Common Stock	437076102
MA	MASTERCARD INCORPORATED	7,987	$4.102M	3.1%	$396.22	—	Common Stock	57636Q104
PG	PROCTER & GAMBLE CO COM	25,652	$3.762M	2.8%	$144.47	—	Common Stock	742718109
WEC	WEC ENERGY GROUP INC	11,680	$1.364M	1.0%	$104.25	—	Common Stock	92939U106
ORCL	ORACLE CORP	11,732	$1.719M	1.3%	$163.42	—	Common Stock	68389X105
MSFT	MICROSOFT CORP COM	13,457	$5.02M	3.8%	$331.45	—	Common Stock	594918104