Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 5,812,871 | 5,576,420 | -236,451 | 918,375 | 1,040,448 | 9.78% | +122,073 |
| ALPHABET INC(GOOG) | 1,801,827 | 1,762,588 | -39,239 | 319,626 | 429,278 | 4.03% | +109,652 |
| APPLE INC(AAPL) | 1,142,568 | 1,182,743 | +40,175 | 234,421 | 301,162 | 2.83% | +66,741 |
| WEC ENERGY GROUP INC(WEC) | 1,492,528 | 1,793,851 | +301,323 | 155,521 | 205,557 | 1.93% | +50,036 |
| NVENT ELECTRIC PLC(NVT) | 2,353,263 | 2,182,373 | -170,890 | 172,376 | 215,269 | 2.02% | +42,893 |
| UNITEDHEALTH GROUP INC(UNH) | 1,057,160 | 1,069,947 | +12,787 | 329,802 | 369,453 | 3.47% | +39,650 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 446,826 | 495,265 | +48,439 | 101,202 | 138,323 | 1.30% | +37,121 |
| C H ROBINSON WORLDWIDE INC(CHRW) | 863,550 | 869,738 | +6,188 | 82,858 | 115,153 | 1.08% | +32,296 |
| JOHNSON & JOHNSON(JNJ) | 1,010,469 | 985,502 | -24,967 | 154,349 | 182,732 | 1.72% | +28,383 |
| META PLATFORMS INC(META) | 218,761 | 256,927 | +38,166 | 161,465 | 188,682 | 1.77% | +27,217 |
| COGNEX CORP(CGNX) | 129,777 | 613,294 | +483,517 | 4,117 | 27,782 | 0.26% | +23,666 |
| ENTEGRIS INC(ENTG) | 1,118,039 | 1,194,050 | +76,011 | 90,170 | 110,402 | 1.04% | +20,232 |
| ALLIANT ENERGY CORP(LNT) | 3,042,142 | 2,993,643 | -48,499 | 183,958 | 201,801 | 1.90% | +17,843 |
| BIO-TECHNE CORP(TECH) | 2,716,378 | 2,807,409 | +91,031 | 139,758 | 156,176 | 1.47% | +16,419 |
| TORO CO(TORO) | 3,649,717 | 3,600,459 | -49,258 | 257,962 | 274,355 | 2.58% | +16,393 |
| LITTELFUSE INC(LFUS) | 866,464 | 813,938 | -52,526 | 196,453 | 210,818 | 1.98% | +14,365 |
| AMAZON COM INC(AMZN) | 2,492,861 | 2,555,902 | +63,041 | 546,909 | 561,199 | 5.27% | +14,291 |
| PALO ALTO NETWORKS INC(PANW) | 40,931 | 111,242 | +70,311 | 8,376 | 22,651 | 0.21% | +14,275 |
| WORKIVA INC(WK) | 757,819 | 757,063 | -756 | 51,873 | 65,168 | 0.61% | +13,295 |
| MEDPACE HLDGS INC(MEDP) | 76,186 | 69,583 | -6,603 | 23,912 | 35,777 | 0.34% | +11,865 |
| MOTOROLA SOLUTIONS INC(MSI) | 475,106 | 460,229 | -14,877 | 199,763 | 210,458 | 1.98% | +10,695 |
| IDACORP INC(IDA) | 244,510 | 287,168 | +42,658 | 28,229 | 37,949 | 0.36% | +9,721 |
| WELLS FARGO CO NEW(WFC) | 2,174,403 | 2,172,337 | -2,066 | 174,213 | 182,085 | 1.71% | +7,872 |
| HOME DEPOT INC(HD) | 154,173 | 155,551 | +1,378 | 56,526 | 63,028 | 0.59% | +6,502 |
| ROCKWELL AUTOMATION INC(ROK) | 412,922 | 410,777 | -2,145 | 137,160 | 143,579 | 1.35% | +6,419 |
| FASTENAL CO(FAST) | 5,372,759 | 4,719,036 | -653,723 | 225,656 | 231,422 | 2.18% | +5,766 |
| XCEL ENERGY INC(XEL) | 376,431 | 386,008 | +9,577 | 25,635 | 31,132 | 0.29% | +5,497 |
| EXXON MOBIL CORP | 34,373 | 69,913 | +35,540 | 3,705 | 7,883 | 0.07% | +4,177 |
| RADNET INC(RDNT) | 57,731 | 97,483 | +39,752 | 3,285 | 7,429 | 0.07% | +4,144 |
| PROCTER AND GAMBLE CO(PG) | 156,286 | 188,436 | +32,150 | 24,899 | 28,953 | 0.27% | +4,054 |
| TREX CO INC(TREX) | 0 | 63,338 | +63,338 | 0 | 3,273 | 0.03% | +3,273 |
| NIKE INC(NKE) | 4,382 | 50,762 | +46,380 | 311 | 3,540 | 0.03% | +3,228 |
| TRAVELERS COMPANIES INC(TRV) | 80,313 | 88,494 | +8,181 | 21,487 | 24,709 | 0.23% | +3,222 |
| CASEYS GEN STORES INC(CASY) | 113,916 | 108,232 | -5,684 | 58,128 | 61,186 | 0.58% | +3,058 |
| TENNANT CO(TNC) | 1,352,658 | 1,329,688 | -22,970 | 104,804 | 107,785 | 1.01% | +2,981 |
| CORNING INC(GLW) | 93,220 | 92,626 | -594 | 4,902 | 7,598 | 0.07% | +2,696 |
| SHERWIN WILLIAMS CO(SHW) | 460,613 | 464,043 | +3,430 | 158,156 | 160,680 | 1.51% | +2,523 |
| PATRICK INDS INC(PATK) | 0 | 23,385 | +23,385 | 0 | 2,419 | 0.02% | +2,419 |
| VERIZON COMMUNICATIONS INC(VZ) | 3,413,917 | 3,414,075 | +158 | 147,720 | 150,049 | 1.41% | +2,328 |
| ABBVIE INC(ABBV) | 47,073 | 47,421 | +348 | 8,738 | 10,980 | 0.10% | +2,242 |
| HERSHEY CO(HSY) | 67,015 | 71,293 | +4,278 | 11,121 | 13,335 | 0.13% | +2,214 |
| ALPHABET INC(GOOG) | 23,877 | 26,268 | +2,391 | 4,208 | 6,386 | 0.06% | +2,178 |
| AMERIPRISE FINL INC(AMP) | 28,008 | 34,706 | +6,698 | 14,949 | 17,049 | 0.16% | +2,101 |
| SKYWATER TECHNOLOGY INC | 163,920 | 184,756 | +20,836 | 1,613 | 3,448 | 0.03% | +1,835 |
| ORACLE CORP(ORCL) | 14,275 | 17,612 | +3,337 | 3,121 | 4,953 | 0.05% | +1,832 |
| CATERPILLAR INC(CAT) | 19,361 | 18,710 | -651 | 7,516 | 8,927 | 0.08% | +1,411 |
| 3M CO(MMM) | 344,366 | 346,453 | +2,087 | 52,426 | 53,763 | 0.51% | +1,336 |
| MEDTRONIC PLC(MDT) | 455,290 | 430,572 | -24,718 | 39,688 | 41,005 | 0.39% | +1,317 |
| EXACT SCIENCES CORP(EXK) | 74,475 | 93,237 | +18,762 | 3,958 | 5,101 | 0.05% | +1,143 |
| POLARIS INC(PII) | 113,536 | 95,840 | -17,696 | 4,615 | 5,571 | 0.05% | +956 |
| OKLO INC(OKLO) | 15,971 | 15,971 | 0 | 894 | 1,783 | 0.02% | +889 |
| SPDR S&P 500 ETF TR(SPY) | 27,790 | 26,993 | -797 | 17,170 | 17,982 | 0.17% | +812 |
| ISHARES TR | 0 | 2,877 | +2,877 | 0 | 715 | 0.01% | +715 |
| AAR CORP | 156,076 | 127,702 | -28,374 | 10,736 | 11,451 | 0.11% | +715 |
| GENERAC HLDGS INC(GNRC) | 131,617 | 116,761 | -14,856 | 18,849 | 19,546 | 0.18% | +697 |
| SALESFORCE INC(CRM) | 253,841 | 294,789 | +40,948 | 69,220 | 69,865 | 0.66% | +645 |
| TRUST FOR PROFESSIONAL MANAG MAIRS & PWR MINN | 206,186 | 229,186 | +23,000 | 4,479 | 5,102 | 0.05% | +623 |
| ISHARES TR | 0 | 13,886 | +13,886 | 0 | 586 | 0.01% | +586 |
| GLACIER BANCORP INC NEW(GBCI) | 98,971 | 99,163 | +192 | 4,264 | 4,826 | 0.05% | +563 |
| ISHARES TR | 5,120 | 475 | -4,645 | 3,179 | 3,736 | 0.04% | +557 |
| HAWKINS INC(HWKN) | 13,420 | 13,420 | 0 | 1,907 | 2,452 | 0.02% | +545 |
| SCHWAB STRATEGIC TR | 261,246 | 261,246 | 0 | 6,225 | 6,717 | 0.06% | +491 |
| WINTRUST FINL CORP(WTFC) | 50,680 | 50,849 | +169 | 6,283 | 6,734 | 0.06% | +451 |
| VANGUARD INDEX FDS | 0 | 817 | +817 | 0 | 425 | 0.00% | +425 |
| BROADCOM INC(AVGO) | 3,201 | 3,920 | +719 | 882 | 1,293 | 0.01% | +411 |
| BLACKROCK INC(BLK) | 0 | 331 | +331 | 0 | 386 | 0.00% | +386 |
| CHEVRON CORP NEW(CVX) | 22,183 | 22,935 | +752 | 3,176 | 3,562 | 0.03% | +385 |
| GE AEROSPACE(GE) | 7,825 | 7,825 | 0 | 2,014 | 2,354 | 0.02% | +340 |
| BANK AMERICA CORP | 20,342 | 24,976 | +4,634 | 963 | 1,289 | 0.01% | +326 |
| CVRX INC(CVRX) | 144,281 | 144,956 | +675 | 848 | 1,170 | 0.01% | +321 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 0 | 1,051 | +1,051 | 0 | 321 | 0.00% | +321 |
| OSHKOSH CORP(OSK) | 37,790 | 35,544 | -2,246 | 4,291 | 4,610 | 0.04% | +319 |
| ISHARES TR | 0 | 2,509 | +2,509 | 0 | 303 | 0.00% | +303 |
| PLEXUS CORP(PLXS) | 56,533 | 54,912 | -1,621 | 7,649 | 7,945 | 0.07% | +296 |
| MONDELEZ INTL INC(MDLZ) | 0 | 4,524 | +4,524 | 0 | 283 | 0.00% | +283 |
| NEXTERA ENERGY INC(NEE) | 10,527 | 13,325 | +2,798 | 731 | 1,006 | 0.01% | +275 |
| VANGUARD TAX-MANAGED FDS | 0 | 4,579 | +4,579 | 0 | 274 | 0.00% | +274 |
| PENTAIR PLC(PNR) | 62,413 | 60,213 | -2,200 | 6,407 | 6,669 | 0.06% | +262 |
| SCHLUMBERGER LTD(SLB) | 0 | 7,524 | +7,524 | 0 | 259 | 0.00% | +259 |
| MARATHON PETE CORP(MPC) | 0 | 1,301 | +1,301 | 0 | 251 | 0.00% | +251 |
| APPLIED MATLS INC | 11,327 | 11,327 | 0 | 2,074 | 2,319 | 0.02% | +245 |
| EATON CORP PLC(ETN) | 0 | 647 | +647 | 0 | 242 | 0.00% | +242 |
| COMCAST CORP NEW(CCZ) | 0 | 7,600 | +7,600 | 0 | 239 | 0.00% | +239 |
| ECOLAB INC(ECL) | 788,929 | 777,029 | -11,900 | 212,569 | 212,797 | 2.00% | +228 |
| STARBUCKS CORP(SBUX) | 0 | 2,671 | +2,671 | 0 | 226 | 0.00% | +226 |
| BP PLC(BP) | 0 | 6,500 | +6,500 | 0 | 224 | 0.00% | +224 |
| CUMMINS INC(CMI) | 0 | 528 | +528 | 0 | 223 | 0.00% | +223 |
| ISHARES TR | 0 | 14,255 | +14,255 | 0 | 223 | 0.00% | +223 |
| GENUINE PARTS CO(GPC) | 0 | 1,603 | +1,603 | 0 | 222 | 0.00% | +222 |
| XYLEM INC(XYL) | 0 | 1,466 | +1,466 | 0 | 216 | 0.00% | +216 |
| LINDE PLC(LIN) | 0 | 429 | +429 | 0 | 204 | 0.00% | +204 |
| LOWES COS INC(LOW) | 7,000 | 6,985 | -15 | 1,553 | 1,755 | 0.02% | +202 |
| MCDONALDS CORP(MCD) | 17,976 | 17,941 | -35 | 5,252 | 5,452 | 0.05% | +200 |
| RTX CORPORATION(RTX) | 9,071 | 9,071 | 0 | 1,325 | 1,518 | 0.01% | +193 |
| VIASAT INC(VSAT) | 13,000 | 13,000 | 0 | 190 | 381 | 0.00% | +191 |
| IDEXX LABS INC(IDXX) | 2,224 | 2,144 | -80 | 1,193 | 1,370 | 0.01% | +177 |
| ADVANCED MICRO DEVICES INC(AMD) | 1,773 | 2,596 | +823 | 252 | 420 | 0.00% | +168 |
| UIPATH INC(PATH) | 0 | 12,125 | +12,125 | 0 | 162 | 0.00% | +162 |
| INTEL CORP(INTC) | 14,681 | 14,333 | -348 | 329 | 481 | 0.00% | +152 |
| WALMART INC(WMT) | 16,182 | 16,767 | +585 | 1,582 | 1,728 | 0.02% | +146 |