ABBOTT LABORATORIES COM 002824100 775467 7553 SH SOLE 1097 0 6456 ABBVIE INC COM 00287Y109 1655534 7612 SH SOLE 797 0 6815 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22099223 111449 SH SOLE 9368 0 102081 ADOBE INC COM 00724F101 1866369 7678 SH SOLE 0 0 7678 AGNICO EAGLE MINES LTD COM 008474108 202980 1000 SH SOLE 0 0 1000 AIR PRODUCTS AND CHEMICALS I COM 009158106 205086 706 SH SOLE 0 0 706 ALPHABET INC CAP STK CL A 02079K305 28220564 98138 SH SOLE 4707 0 93431 ALPHABET INC CAP STK CL C 02079K107 44808015 156202 SH SOLE 21517 0 134685 AMAZON COM INC COM 023135106 2665648 12799 SH SOLE 320 0 12479 AMERICAN EXPRESS CO COM 025816109 1445445 4779 SH SOLE 200 0 4579 AMETEK INC COM 031100100 10014257 46717 SH SOLE 23241 0 23476 AMGEN INC COM 031162100 2271896 6457 SH SOLE 0 0 6457 ANALOG DEVICES INC COM 032654105 11704053 36789 SH SOLE 5227 0 31562 APPLE INC COM 037833100 57641792 227124 SH SOLE 34775 0 192349 APPLIED MATLS INC COM 038222105 480215 1405 SH SOLE 0 0 1405 ARISTA NETWORKS INC COM SHS 040413205 369568 3010 SH SOLE 0 0 3010 AUTOMATIC DATA PROCESSING IN COM 053015103 1950935 9602 SH SOLE 150 0 9452 AUTOZONE INC COM 053332102 236445 70 SH SOLE 0 0 70 BANK NEW YORK MELLON CORP COM 064058100 237260 2000 SH SOLE 0 0 2000 BECTON DICKINSON & CO COM 075887109 385686 2453 SH SOLE 85 0 2368 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5535719 11552 SH SOLE 0 0 11552 BIO-TECHNE CORP COM 09073M104 1711045 32741 SH SOLE 11746 0 20995 BLACKROCK INC COM 09290D101 34637865 36017 SH SOLE 3464 0 32553 BRISTOL-MYERS SQUIBB CO COM 110122108 500487 8252 SH SOLE 0 0 8252 CANADIAN NATL RY CO COM 136375102 13514115 131499 SH SOLE 15638 0 115861 CATERPILLAR INC COM 149123101 3625190 5117 SH SOLE 0 0 5117 CHEVRON CORPORATION COM 166764100 7689510 37165 SH SOLE 131 0 37034 CHURCH & DWIGHT CO INC COM 171340102 1916793 20540 SH SOLE 20095 0 445 CINCINNATI FINL CORP COM 172062101 265607 1688 SH SOLE 0 0 1688 CISCO SYS INC COM 17275R102 2397144 30895 SH SOLE 0 0 30895 CLOROX CO DEL COM 189054109 1418401 13687 SH SOLE 4595 0 9092 COCA COLA CO COM 191216100 2284139 30035 SH SOLE 0 0 30035 COLGATE PALMOLIVE CO COM 194162103 1418483 16643 SH SOLE 0 0 16643 COSTAR GROUP INC COM 22160N109 1326743 32889 SH SOLE 31054 0 1835 COSTCO WHOLESALE CORPORATION COM 22160K105 23754989 23840 SH SOLE 3942 0 19898 CRH PLC ORD G25508105 241776 2300 SH SOLE 0 0 2300 CSX CORP COM 126408103 467970 11400 SH SOLE 0 0 11400 DEVON ENERGY CORP NEW COM 25179M103 408792 8124 SH SOLE 0 0 8124 DIAMONDBACK ENERGY INC COM 25278X109 627786 3174 SH SOLE 1084 0 2090 DISNEY WALT CO COM 254687106 441828 4584 SH SOLE 0 0 4584 DUKE ENERGY CORP NEW COM NEW 26441C204 358776 2740 SH SOLE 0 0 2740 DYNATRACE INC COM NEW 268150109 1271188 34375 SH SOLE 33550 0 825 EASTGROUP PPTYS INC COM 277276101 1180505 6378 SH SOLE 0 0 6378 ECOLAB INC COM 278865100 9378384 35254 SH SOLE 14866 0 20388 ELI LILLY & CO COM 532457108 1395292 1517 SH SOLE 0 0 1517 EMERSON ELEC CO COM 291011104 7111635 54279 SH SOLE 1275 0 53004 ENTERPRISE PRODS PARTNERS L COM 293792107 2340692 61858 SH SOLE 0 0 61858 EOG RES INC COM 26875P101 26016943 179961 SH SOLE 11697 0 168264 EXPEDITORS INTL WASH INC COM 302130109 23026381 160765 SH SOLE 39258 0 121507 EXXON MOBIL CORP COM 30231G102 15286875 90103 SH SOLE 9685 0 80418 FACTSET RESH SYS INC COM 303075105 3337524 15381 SH SOLE 6579 0 8802 FIRST SOLAR INC COM 336433107 575013 2915 SH SOLE 0 0 2915 FIRST TR EXCHANGE-TRADED ALP COM SHS 33733F101 412564 2596 SH SOLE 0 0 2596 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 302398 3260 SH SOLE 0 0 3260 FIRST TR EXCHANGE-TRADED FD TECH ALPHADEX 33734X176 292798 1843 SH SOLE 0 0 1843 FIRST TR EXCHANGE-TRADED FD CLOUD COMPUTING 33734X192 219158 2004 SH SOLE 0 0 2004 FISERV INC COM 337738108 247864 4442 SH SOLE 0 0 4442 FULLER H B CO COM 359694106 230684 3740 SH SOLE 3740 0 0 GE AEROSPACE COM NEW 369604301 513340 1809 SH SOLE 0 0 1809 GE VERNOVA INC COM 36828A101 463510 531 SH SOLE 0 0 531 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 284759 16604 SH SOLE 0 0 16604 HOME DEPOT INC COM 437076102 20441533 62153 SH SOLE 5294 0 56859 HONEYWELL INTL INC COM 438516106 746578 3303 SH SOLE 0 0 3303 ICON PLC SHS G4705A100 206271 1864 SH SOLE 0 0 1864 IDEX CORP COM 45167R104 2518930 13289 SH SOLE 13000 0 289 IDEXX LABS INC COM 45168D104 320278 570 SH SOLE 0 0 570 INTEL CORP COM 458140100 660009 14956 SH SOLE 0 0 14956 INTERNATIONAL BUSINESS MACHS COM 459200101 1246612 5143 SH SOLE 0 0 5143 INTUIT COM 461202103 3319074 7676 SH SOLE 1328 0 6348 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 13525234 70473 SH SOLE 570 0 69903 INVESCO QQQ TR UNIT SER 1 46090E103 512536 888 SH SOLE 30 0 858 IQVIA HLDGS INC COM 46266C105 452273 2652 SH SOLE 0 0 2652 ISHARES INC MSCI JAPAN ETF 46434G822 300185 3555 SH SOLE 0 0 3555 ISHARES SILVER TR ISHARES 46428Q109 1294660 19000 SH SOLE 0 0 19000 ISHARES TR ISHS 1-5YR INVS 464288646 5263075 100135 SH SOLE 500 0 99635 ISHARES TR MSCI USA QLT FCT 46432F339 472045 2461 SH SOLE 0 0 2461 ISHARES TR MSCI USA MIN VOL 46429B697 7324580 78980 SH SOLE 1885 0 77095 ISHARES TR CORE S&P500 ETF 464287200 651904 998 SH SOLE 0 0 998 ISHARES TR RUS MD CP GR ETF 464287481 652565 5093 SH SOLE 0 0 5093 ISHARES TR SHRT NAT MUN ETF 464288158 782775 7350 SH SOLE 4350 0 3000 ISHARES TR MSCI USA MMENTM 46432F396 442782 1845 SH SOLE 0 0 1845 ISHARES TR EUROPE ETF 464287861 305730 4500 SH SOLE 0 0 4500 ISHARES TR RUSSELL 2000 ETF 464287655 227416 917 SH SOLE 0 0 917 J P MORGAN EXCHANGE TRADED F FLEXIBLE DEBT ET 46654Q559 459902 9259 SH SOLE 0 0 9259 JOHNSON & JOHNSON COM 478160104 28649150 117203 SH SOLE 7574 0 109629 JPMORGAN CHASE & CO COM 46625H100 9059834 30799 SH SOLE 54 0 30745 KINDER MORGAN INC DEL COM 49456B101 1200173 35794 SH SOLE 0 0 35794 KROGER CO COM 501044101 710214 9815 SH SOLE 0 0 9815 LINDE PLC SHS G54950103 4022101 8113 SH SOLE 14 0 8099 LOWES COS INC COM 548661107 299840 1269 SH SOLE 0 0 1269 MARVELL TECHNOLOGY INC COM 573874104 12164666 122813 SH SOLE 16917 0 105896 MASTERCARD INCORPORATED CL A 57636Q104 12636902 25291 SH SOLE 1480 0 23811 MCCORMICK & CO INC COM NON VTG 579780206 1886557 37402 SH SOLE 20565 0 16837 MCDONALDS CORP COM 580135101 2827568 9098 SH SOLE 1205 0 7893 MEDTRONIC PLC SHS G5960L103 585841 6761 SH SOLE 0 0 6761 MERCK & CO INC COM 58933Y105 1061649 8826 SH SOLE 0 0 8826 META PLATFORMS INC CL A 30303M102 978964 1711 SH SOLE 0 0 1711 METTLER TOLEDO INTERNATIONAL COM 592688105 13179540 10450 SH SOLE 4737 0 5713 MICROCHIP TECHNOLOGY INC. COM 595017104 1812465 28052 SH SOLE 4400 0 23652 MICROSOFT CORP COM 594918104 43391606 117221 SH SOLE 9921 0 107300 NETFLIX INC. COM 64110L106 213453 2220 SH SOLE 0 0 2220 NEXTERA ENERGY INC COM 65339F101 515113 5546 SH SOLE 0 0 5546 NIKE INC CL B 654106103 1306133 24728 SH SOLE 0 0 24728 NORFOLK SOUTHN CORP COM 655844108 715778 2494 SH SOLE 0 0 2494 NORTHERN TR CORP COM 665859104 240619 1724 SH SOLE 0 0 1724 NORTHROP GRUMMAN CORP COM 666807102 567345 832 SH SOLE 0 0 832 NVIDIA CORPORATION COM 67066G104 6725924 38566 SH SOLE 0 0 38566 NXP SEMICONDUCTORS N V COM N6596X109 3844283 19528 SH SOLE 5326 0 14202 ODYSSEY MARINE EXPL INC COM NEW 676118201 127153 152461 SH SOLE 0 0 152461 ORACLE CORP COM 68389X105 1163052 7906 SH SOLE 600 0 7306 OREILLY AUTOMOTIVE INC COM 67103H107 30726769 332865 SH SOLE 71995 0 260870 PEGASYSTEMS INC COM 705573103 1875747 44073 SH SOLE 40495 0 3578 PEPSICO INC COM 713448108 7581750 48823 SH SOLE 6104 0 42719 PERMIAN RESOURCES CORP CLASS A COM 71424F105 2078594 97495 SH SOLE 55810 0 41685 PFIZER INC COM 717081103 373970 13318 SH SOLE 0 0 13318 PHILLIPS 66 COM 718546104 251227 1379 SH SOLE 0 0 1379 POOL CORP COM 73278L105 533545 2637 SH SOLE 2266 0 371 PRICE T ROWE GROUP INC COM 74144T108 5028370 55784 SH SOLE 14200 0 41584 PROCTER & GAMBLE CO COM 742718109 9569034 66249 SH SOLE 2055 0 64194 RBC BEARINGS INC COM 75524B104 5679406 10457 SH SOLE 9190 0 1267 RESMED INC COM 761152107 4056130 18069 SH SOLE 6427 0 11642 RIO TINTO PLC SPONSORED ADR 767204100 219698 2355 SH SOLE 0 0 2355 ROCKWELL AUTOMATION INC COM 773903109 8030398 22376 SH SOLE 837 0 21539 ROSS STORES INC COM 778296103 866520 4000 SH SOLE 0 0 4000 RTX CORPORATION COM 75513E101 2952142 15304 SH SOLE 130 0 15174 SCHWAB CHARLES CORP COM 808513105 237298 2525 SH SOLE 0 0 2525 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3488598 138988 SH SOLE 6225 0 132763 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 582950 20012 SH SOLE 3600 0 16412 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 263695 8595 SH SOLE 0 0 8595 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 11467097 472480 SH SOLE 26200 0 446280 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 668256 26063 SH SOLE 4680 0 21383 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 1856362 30303 SH SOLE 0 0 30303 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 8420871 63362 SH SOLE 570 0 62792 SHERWIN WILLIAMS CO COM 824348106 2155699 6725 SH SOLE 0 0 6725 SILICON LABORATORIES INC COM 826919102 1784887 8575 SH SOLE 8390 0 185 SPDR GOLD TR GOLD SHS 78463V107 884246 2055 SH SOLE 0 0 2055 SPDR INDEX SHS FDS STATE STREET SPD 78463X301 701112 5150 SH SOLE 0 0 5150 SPDR SERIES TRUST STATE STREET SPD 78464A631 209026 823 SH SOLE 0 0 823 SPDR SERIES TRUST STATE STREET SPD 78464A870 17064647 133599 SH SOLE 22966 0 110633 SPDR SERIES TRUST STATE STREET SPD 78468R739 338637 7080 SH SOLE 0 0 7080 STARBUCKS CORP COM 855244109 268233 2994 SH SOLE 0 0 2994 STATE STR CORP COM 857477103 1427218 11277 SH SOLE 0 0 11277 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1400885 2154 SH SOLE 0 0 2154 STERLING INFRASTRUCTURE INC COM 859241101 202414 497 SH SOLE 0 0 497 STRYKER CORPORATION COM 863667101 21538178 65547 SH SOLE 10501 0 55046 SYNOPSYS INC COM 871607107 1124021 2835 SH SOLE 2738 0 97 SYSCO CORP COM 871829107 1709087 23960 SH SOLE 0 0 23960 TESLA INC COM 88160R101 910044 2448 SH SOLE 0 0 2448 THERMO FISHER SCIENTIFIC INC COM 883556102 24970467 50802 SH SOLE 5922 0 44880 TJX COS INC NEW COM 872540109 336169 2105 SH SOLE 0 0 2105 TRIMBLE INC COM 896239100 5087353 77991 SH SOLE 30340 0 47651 UMB FINL CORP COM 902788108 439881 3900 SH SOLE 0 0 3900 UNION PAC CORP COM 907818108 306187 1262 SH SOLE 25 0 1237 VALMONT INDS INC COM 920253101 5973972 14951 SH SOLE 4185 0 10766 VALVOLINE INC COM 92047W101 969311 28780 SH SOLE 28120 0 660 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 230040 600 SH SOLE 0 0 600 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2477832 7724 SH SOLE 402 0 7322 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 324767 543 SH SOLE 0 0 543 VANGUARD INDEX FDS MID CAP ETF 922908629 837176 2915 SH SOLE 180 0 2735 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 277093 1077 SH SOLE 240 0 837 VANGUARD INDEX FDS SMALL CP ETF 922908751 329121 1257 SH SOLE 0 0 1257 VANGUARD INDEX FDS VALUE ETF 922908744 592071 3018 SH SOLE 0 0 3018 VANGUARD INDEX FDS SM CP VAL ETF 922908611 267752 1232 SH SOLE 0 0 1232 VANGUARD INDEX FDS GROWTH ETF 922908736 2576062 5898 SH SOLE 1455 0 4443 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 516618 2510 SH SOLE 0 0 2510 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 521086 3767 SH SOLE 0 0 3767 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1733116 34697 SH SOLE 8300 0 26397 VANGUARD MUN BD FDS SHORT TAX EXEMPT 922907696 497411 6520 SH SOLE 0 0 6520 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 432447 8668 SH SOLE 0 0 8668 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 869989 10975 SH SOLE 0 0 10975 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3601251 16745 SH SOLE 530 0 16215 VANGUARD STAR FDS VG TL INTL STK F 921909768 297159 3854 SH SOLE 0 0 3854 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 463033 3126 SH SOLE 0 0 3126 VANGUARD WORLD FD INF TECH ETF 92204A702 3051828 4374 SH SOLE 0 0 4374 VISA INC COM CL A 92826C839 30577143 101168 SH SOLE 6470 0 94698 WABTEC COM 929740108 838814 3356 SH SOLE 200 0 3156 WALMART INC COM 931142103 2131154 17148 SH SOLE 0 0 17148 WASTE CONNECTIONS INC COM 94106B101 4414795 27178 SH SOLE 0 0 27178 WASTE MGMT INC DEL COM 94106L109 3058965 13312 SH SOLE 200 0 13112 WELLS FARGO & CO COM 949746101 581950 7310 SH SOLE 0 0 7310 WEYERHAEUSER CO COM NEW 962166104 6667436 272920 SH SOLE 0 0 272920 WW GRAINGER INC COM 384802104 746115 684 SH SOLE 0 0 684 YETI HLDGS INC COM 98585X104 1942929 53100 SH SOLE 27164 0 25936 ZOETIS INC CL A 98978V103 262545 2221 SH SOLE 0 0 2221