WAUSAU, WI
Allocation by class
Portfolio Concentration
Top 3 weight
17.0%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 759.75K
Full voting authority
748.55K
shares
Joint voting authority
0.00
shares
No voting authority
11.20K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CSOLE | Common Stock | 25.63K | SH | $7.35M 5.90% | 25.63K | 0.00 | 0.00 |
LILLY ELI & CO COMSOLE | Common Stock | 7.86K | SH | $7.23M 5.80% | 7.86K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common Stock | 25.82K | SH | $6.55M 5.26% | 25.82K | 0.00 | 0.00 |
WALMART INCSOLE | Common Stock | 47.06K | SH | $5.85M 4.69% | 47.06K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Common Stock | 18.70K | SH | $5.50M 4.41% | 18.70K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Common Stock | 21.40K | SH | $5.23M 4.20% | 21.40K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common Stock | 13.55K | SH | $5.02M 4.03% | 13.55K | 0.00 | 0.00 |
FASTENAL CO COMSOLE | Common Stock | 98.08K | SH | $4.55M 3.65% | 98.08K | 0.00 | 0.00 |
ROCKWELL AUTOMATIONSOLE | Common Stock | 12.31K | SH | $4.42M 3.55% | 12.31K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | Common Stock | 59.97K | SH | $4.31M 3.46% | 59.97K | 0.00 | 0.00 |
STRYKER CORPSOLE | Common Stock | 12.41K | SH | $4.08M 3.27% | 12.41K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | Common Stock | 8K | SH | $4.00M 3.21% | 8K | 0.00 | 0.00 |
AMAZON.COM INC COMSOLE | Common Stock | 19K | SH | $3.96M 3.18% | 19K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | Common Stock | 4.45K | SH | $3.88M 3.12% | 4.45K | 0.00 | 0.00 |
CHEVRON CORP NEW COMSOLE | Common Stock | 18.02K | SH | $3.73M 2.99% | 18.02K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | Common Stock | 25.65K | SH | $3.71M 2.97% | 25.65K | 0.00 | 0.00 |
ECOLAB INCSOLE | Common Stock | 13.35K | SH | $3.55M 2.85% | 13.35K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | Common Stock | 14.26K | SH | $2.78M 2.23% | 14.26K | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | Common Stock | 22.01K | SH | $2.60M 2.08% | 22.01K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | Common Stock | 16.29K | SH | $2.56M 2.06% | 16.29K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | Common Stock | 5.45K | SH | $2.51M 2.02% | 5.45K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | Int'l Common Stock | 25.16K | SH | $2.41M 1.94% | 25.16K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | Common Stock | 5.60K | SH | $2.38M 1.91% | 5.60K | 0.00 | 0.00 |
AON PLCSOLE | Int'l Common Stock | 7.36K | SH | $2.37M 1.91% | 7.36K | 0.00 | 0.00 |
DEXCOM INCSOLE | Common Stock | 36.78K | SH | $2.31M 1.85% | 36.78K | 0.00 | 0.00 |