Abbott Laboratories COM 002824100 2091574 19051 SH SOLE 19051 0 0 AbbVie Inc COM 00287Y109 2186927 13532 SH SOLE 13532 0 0 Accenture Ltd. Ireland Class COM G1151C101 2638613 9888 SH SOLE 9888 0 0 Activision Blizzard Inc. COM 00507V109 12699109 165893 SH SOLE 165893 0 0 Adobe Inc COM 00724F101 19453117 57805 SH SOLE 57805 0 0 Advanced Micro Devices Inc COM 007903107 711175 10980 SH SOLE 10980 0 0 AEye Inc COM 008183105 52257 108733 SH SOLE 108733 0 0 Agco Corp COM 001084102 1537222 11084 SH SOLE 11084 0 0 Air Products & Chemicals Inc. COM 009158106 298396 968 SH SOLE 968 0 0 Alaska Air Group COM 011659109 1307609 30452 SH SOLE 30452 0 0 Align Technology Inc COM 016255101 254767 1208 SH SOLE 1208 0 0 Alphabet Inc Class A COM 02079K305 20393482 231140 SH SOLE 231140 0 0 Alphabet Inc Class C COM 02079K107 4046798 45608 SH SOLE 45608 0 0 Amazon.com Inc. COM 023135106 20360335 242385 SH SOLE 242385 0 0 Amer Express Company COM 025816109 3819042 25848 SH SOLE 25848 0 0 American Tower REIT COM 03027X100 3406051 16077 SH SOLE 16077 0 0 Amgen Incorporated COM 031162100 414183 1577 SH SOLE 1577 0 0 Apple Inc COM 037833100 35851168 275927 SH SOLE 275927 0 0 Applied Materials Inc. COM 038222105 3255511 33431 SH SOLE 33431 0 0 Archer Daniels Midland Co. COM 039483102 247260 2663 SH SOLE 2663 0 0 Archrock Inc COM 03957W106 94290 10500 SH SOLE 10500 0 0 ASML Hldg NV NY Registry Shs N COM N07059210 7431448 13601 SH SOLE 13601 0 0 Astrazeneca PLC Spon. ADR COM 046353108 1066056 15724 SH SOLE 15724 0 0 Atlassian Corp Cl A COM 049468101 718549 5584 SH SOLE 5584 0 0 Automatic Data Processing COM 053015103 2643941 11069 SH SOLE 11069 0 0 Axon Enterprise Inc COM 05464C101 451496 2721 SH SOLE 2721 0 0 Ball Corp COM 058498106 1168140 22842 SH SOLE 22842 0 0 Bank of America Corporation COM 060505104 308172 9305 SH SOLE 9305 0 0 Berkshire Hathaway Inc Class COM 084670702 2234583 7234 SH SOLE 7234 0 0 Blackrock Inc COM 09247X101 294081 415 SH SOLE 415 0 0 Blackstone Group Inc Cl A COM 09260D107 2322137 31300 SH SOLE 31300 0 0 Boeing Company COM 097023105 451842 2372 SH SOLE 2372 0 0 Bristol Myers Squibb Company COM 110122108 280821 3903 SH SOLE 3903 0 0 Broadcom Inc Com COM 11135F101 8906588 15929 SH SOLE 15929 0 0 Brookfield Corp COM 11271J107 866228 27561 SH SOLE 27561 0 0 Brookfield Infrastructure Corp COM 11275Q107 1020296 26229 SH SOLE 26229 0 0 Cadence Design Systems Inc. COM 127387108 584408 3638 SH SOLE 3638 0 0 Cass Information Systems Inc. COM 14808P109 200403 4374 SH SOLE 4374 0 0 Caterpillar Inc. COM 149123101 2364886 9872 SH SOLE 9872 0 0 Charles River Laboratories Int COM 159864107 635832 2918 SH SOLE 2918 0 0 Chemed Corp New COM 16359R103 1020860 2000 SH SOLE 2000 0 0 Cheniere Energy Inc New COM 16411R208 5860176 39078 SH SOLE 39078 0 0 Chevron Corporation COM 166764100 543316 3027 SH SOLE 3027 0 0 Chipotle Mexican Grill Inc COM 169656105 10070402 7258 SH SOLE 7258 0 0 Chubb Corporation COM H1467J104 2140773 9704 SH SOLE 9704 0 0 Cisco Systems Inc COM 17275R102 2505914 52601 SH SOLE 52601 0 0 Coca-Cola Company COM 191216100 2358449 37077 SH SOLE 37077 0 0 Colgate Palmolive Co. COM 194162103 2299880 29190 SH SOLE 29190 0 0 Comcast Corporation Class A COM 20030N101 833166 23825 SH SOLE 23825 0 0 Commerce Bancshares Inc. COM 200525103 594335 8731 SH SOLE 8731 0 0 Costco Wholesale Corporation COM 22160K105 18112381 39677 SH SOLE 39677 0 0 Crowdstrike Hldgs Inc Cl A COM 22788C105 329347 3128 SH SOLE 3128 0 0 Cummins Inc. COM 231021106 2242394 9255 SH SOLE 9255 0 0 CVS Health COM 126650100 476055 5108 SH SOLE 5108 0 0 CyberArk Software Ltd COM M2682V108 282118 2176 SH SOLE 2176 0 0 Daktronics Inc COM 234264109 43104 15285 SH SOLE 15285 0 0 Danaher Corporation COM 235851102 908990 3425 SH SOLE 3425 0 0 Deckers Outdoor Corporation COM 243537107 15085853 37794 SH SOLE 37794 0 0 Deere & Company COM 244199105 17367644 40507 SH SOLE 40507 0 0 DexCom Inc COM 252131107 9517709 84049 SH SOLE 84049 0 0 Dicks Sporting Goods Inc. COM 253393102 2473247 20561 SH SOLE 20561 0 0 Disney Walt Co. COM 254687106 2539676 29232 SH SOLE 29232 0 0 Dollar Gen Corp New COM 256677105 3409577 13846 SH SOLE 13846 0 0 Edwards Lifesciences Corporati COM 28176E108 1090873 14621 SH SOLE 14621 0 0 Elastic NV COM N14506104 201971 3921 SH SOLE 3921 0 0 Elevance Health Inc COM 036752103 3100842 6045 SH SOLE 6045 0 0 Eli Lilly & Co COM 532457108 14571818 39831 SH SOLE 39831 0 0 Emerson Electric Company COM 291011104 875888 9118 SH SOLE 9118 0 0 Enterprise Financial Services COM 293712105 621404 12692 SH SOLE 12692 0 0 Epam Systems Inc COM 29414B104 4156071 12681 SH SOLE 12681 0 0 Etsy Inc COM 29786A106 285795 2386 SH SOLE 2386 0 0 Evoqua Water Technologies Corp COM 30057T105 1458864 36840 SH SOLE 36840 0 0 Exxon Mobil Corporation COM 30231G102 561317 5089 SH SOLE 5089 0 0 Fedex Corporation COM 31428X106 1558270 8997 SH SOLE 8997 0 0 Fiserv Inc COM 337738108 3012998 29811 SH SOLE 29811 0 0 Gallagher Arthur J & Company COM 363576109 2025814 10745 SH SOLE 10745 0 0 Gartner Inc COM 366651107 20146551 59935 SH SOLE 59935 0 0 General Mills Inc. COM 370334104 502848 5997 SH SOLE 5997 0 0 Gilead Sciences Inc COM 375558103 1240962 14455 SH SOLE 14455 0 0 Globant S A COM L44385109 228025 1356 SH SOLE 1356 0 0 Goldman Sachs Group Inc COM 38141G104 602645 1755 SH SOLE 1755 0 0 Hess Corporation COM 42809H107 216644 1528 SH SOLE 1528 0 0 Home Depot Inc COM 437076102 10334215 32718 SH SOLE 32718 0 0 Honeywell International Inc. COM 438516106 702161 3277 SH SOLE 3277 0 0 Idexx Laboratories Corp COM 45168D104 838766 2056 SH SOLE 2056 0 0 Intuit Inc. COM 461202103 927054 2382 SH SOLE 2382 0 0 Intuitive Surgical Inc COM 46120E602 24441388 92110 SH SOLE 92110 0 0 Johnson & Johnson COM 478160104 1389986 7869 SH SOLE 7869 0 0 Johnson Controls International COM G51502105 1415552 22118 SH SOLE 22118 0 0 JP Morgan Chase & Co. COM 46625H100 334445 2494 SH SOLE 2494 0 0 Lab Corporation of America Hol COM 50540R409 1718533 7298 SH SOLE 7298 0 0 Lam Research Corp COM 512807108 706806 1682 SH SOLE 1682 0 0 Lowes Companies Inc. COM 548661107 3658246 18361 SH SOLE 18361 0 0 Lululemon Athletica Inc. COM 550021109 16409223 51218 SH SOLE 51218 0 0 Markel Corporation COM 570535104 15562192 11812 SH SOLE 11812 0 0 Mastercard Inc Class A COM 57636Q104 26488405 76175 SH SOLE 76175 0 0 McDonalds Corp. COM 580135101 967155 3670 SH SOLE 3670 0 0 McKesson Corp. COM 58155Q103 15174660 40453 SH SOLE 40453 0 0 Merck & Co Inc New COM 58933Y105 489955 4416 SH SOLE 4416 0 0 Microchip Technology Inc. COM 595017104 574571 8179 SH SOLE 8179 0 0 Microsoft Corporation COM 594918104 42294537 176360 SH SOLE 176360 0 0 Netflix Inc. COM 64110L106 2191253 7431 SH SOLE 7431 0 0 Norfolk Southern Corp. COM 655844108 221778 900 SH SOLE 900 0 0 Northrop Grumman Corp COM 666807102 436488 800 SH SOLE 800 0 0 Nvidia Corporation COM 67066G104 3344497 22886 SH SOLE 22886 0 0 O'Reilly Automotive Inc New COM 67103H107 12192013 14445 SH SOLE 14445 0 0 ON Semiconductor Corp COM 682189105 13389654 214681 SH SOLE 214681 0 0 ONEOK Inc COM 682680103 802394 12213 SH SOLE 12213 0 0 Oracle Corporation COM 68389X105 327584 4008 SH SOLE 4008 0 0 PayPal Hldgs Inc COM 70450Y103 2729578 38326 SH SOLE 38326 0 0 Pepsico Inc. COM 713448108 3855465 21341 SH SOLE 21341 0 0 Pfizer Inc COM 717081103 599354 11697 SH SOLE 11697 0 0 Philip Morris International In COM 718172109 410687 4058 SH SOLE 4058 0 0 PNC Financial Services Group COM 693475105 2118449 13413 SH SOLE 13413 0 0 Procter & Gamble Co. COM 742718109 3760394 24811 SH SOLE 24811 0 0 Qualcomm Inc. COM 747525103 2458839 22365 SH SOLE 22365 0 0 Quanta Services COM 74762E102 20669163 145047 SH SOLE 145047 0 0 Quest Diagnostics Inc. COM 74834L100 1208812 7727 SH SOLE 7727 0 0 Regeneron Pharmaceuticals COM 75886F107 4951586 6863 SH SOLE 6863 0 0 Regions Financial Corporation COM 7591EP100 2242757 104024 SH SOLE 104024 0 0 RH COM 74967X103 400785 1500 SH SOLE 1500 0 0 S&P Global Inc COM 78409V104 5646196 16857 SH SOLE 16857 0 0 Salesforce.com Inc COM 79466L302 3127931 23591 SH SOLE 23591 0 0 SBA Communications Corp New Cl COM 78410G104 2425966 8655 SH SOLE 8655 0 0 ServiceNow Inc COM 81762P102 5170980 13318 SH SOLE 13318 0 0 Sherwin-Williams Co COM 824348106 1354736 5708 SH SOLE 5708 0 0 Simmons First Natl Corp Cl A COM 828730200 2535223 117480 SH SOLE 117480 0 0 SolarEdge Technologies Inc COM 83417M104 683247 2412 SH SOLE 2412 0 0 Starbucks Corporation COM 855244109 2272692 22910 SH SOLE 22910 0 0 Starwood Property Trust Inc COM 85571B105 271679 14822 SH SOLE 14822 0 0 Steris PLC COM G8473T100 745778 4038 SH SOLE 4038 0 0 Synchrony Finl Corp COM 87165B103 1770267 53873 SH SOLE 53873 0 0 T-Mobile US Inc COM 872590104 3243940 23171 SH SOLE 23171 0 0 Take Two Interactive Software COM 874054109 257722 2475 SH SOLE 2475 0 0 Target Corporation COM 87612E106 4353758 29212 SH SOLE 29212 0 0 TC Energy Corp COM 87807B107 498761 12518 SH SOLE 12518 0 0 Tesla Motors Inc COM 88160R101 3796038 30817 SH SOLE 30817 0 0 Texas Instruments Inc COM 882508104 1821323 11024 SH SOLE 11024 0 0 The Trade Desk Inc Class A COM 88339J105 13732326 306320 SH SOLE 306320 0 0 Thermo Fisher Scientific Inc COM 883556102 20114869 36527 SH SOLE 36527 0 0 TJX Companies Inc. COM 872540109 204890 2574 SH SOLE 2574 0 0 Tractor Supply Co. COM 892356106 11646114 51767 SH SOLE 51767 0 0 Triton Intl Ltd Shs A COM G9078F107 214937 3125 SH SOLE 3125 0 0 U. S. Bancorp COM 902973304 565633 12970 SH SOLE 12970 0 0 Union Pacific Corporation COM 907818108 4244316 20497 SH SOLE 20497 0 0 United Parcel Service Inc COM 911312106 1213885 6983 SH SOLE 6983 0 0 United Rentals Inc COM 911363109 2854378 8031 SH SOLE 8031 0 0 UnitedHealth Group Inc. COM 91324P102 14149079 26687 SH SOLE 26687 0 0 Vertex Pharmaceuticals Inc COM 92532F100 13466678 46633 SH SOLE 46633 0 0 Visa Inc. Class A COM 92826C839 360464 1735 SH SOLE 1735 0 0 Vulcan Materials Co Hldg Co COM 929160109 4889353 27922 SH SOLE 27922 0 0 W P Carey Inc COM 92936U109 2038369 26083 SH SOLE 26083 0 0 Wal-Mart Stores Inc. COM 931142103 525111 3703 SH SOLE 3703 0 0 Waste Mgmt. Inc. Com COM 94106L109 7269633 46339 SH SOLE 46339 0 0 Western Digital Corp Sr Nt Con CONV 958102ap0 248602 261000 PRN SOLE 261000 0 0 Health Care Select SPDR ETF 81369Y209 354025 2606 SH SOLE 2606 0 0 IShares DJ Select Dividend Ind ETF 464287168 1707575 14159 SH SOLE 14159 0 0 IShares MSCI EAFE Index Fund ETF 464287465 371851 5665 SH SOLE 5665 0 0 Ishares Russell 1000 Growth In ETF 464287614 482683 2253 SH SOLE 2253 0 0 IShares S&P 500 Growth Index ETF 464287309 233941 3999 SH SOLE 3999 0 0 S&P 500 Depositary Receipt ETF 78462F103 368663 964 SH SOLE 964 0 0 Vanguard Emerging Markets ETF ETF 922042858 320610 8225 SH SOLE 8225 0 0 Vanguard Idx Fds Small Cap Val ETF 922908611 481799 3034 SH SOLE 3034 0 0 Vanguard Idx Fds Vanguard Smal ETF 922908751 921004 5018 SH SOLE 5018 0 0 Vanguard Splzd Port Div Appre ETF 921908844 1114731 7341 SH SOLE 7341 0 0 Vanguard Tax Mgd Intl Fd FTSE ETF 921943858 959854 22870 SH SOLE 22870 0 0