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Mairs & Power

MAIRS & POWER INC · CIK: 1070134 · Report Period: 2025-12-31 · Filed: 2026-02-17

Portfolio Concentration

Top 10 holdings by weight — hover for cross-investor insights

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Holdings Total: $10,390,343,076 · 243 positions

#	Ticker	Issuer	Class	% of Portfolio	Value ($)	Shares	Activity	Share Change
1	MSFT	MICROSOFT CORP	COM	8.9%	$925,114,873	1,912,896	ADD	+7,349
2	NVDA	NVIDIA CORPORATION	COM	8.9%	$923,109,405	4,949,648	REDUCE	-626,772
3	AMZN	AMAZON COM INC	COM	5.8%	$598,462,710	2,592,768	ADD	+36,866
4	GOOG	ALPHABET INC	COM	5.1%	$532,822,723	1,697,969	REDUCE	-64,619
5	JPM	JPMORGAN CHASE & CO.	COM	4.0%	$411,282,897	1,276,404	REDUCE	-85,126
6	LLY	ELI LILLY & CO	COM	3.6%	$371,135,365	345,345	REDUCE	-12,832
7	AAPL	APPLE INC	COM	3.2%	$330,985,738	1,217,486	ADD	+34,743
8	GGG	GRACO INC	COM	3.1%	$320,140,546	3,905,582	REDUCE	-28,419
9	V	VISA INC	COM	2.7%	$281,450,966	802,518	ADD	+11,371
10	UNH	UNITEDHEALTH GROUP INC	COM	2.6%	$274,167,948	830,535	REDUCE	-239,412
11	TTC	TORO CO	COM	2.6%	$269,444,639	3,422,823	REDUCE	-177,636
12	NVT	NVENT ELECTRIC PLC	COM	2.1%	$215,280,150	2,111,211	REDUCE	-71,162
13	META	META PLATFORMS INC	COM	2.0%	$208,937,628	316,529	ADD	+59,602
14	ECL	ECOLAB INC	COM	1.9%	$202,290,331	770,571	REDUCE	-6,458
15	MSI	MOTOROLA SOLUTIONS INC	COM	1.9%	$201,325,030	525,214	ADD	+64,985
16	WEC	WEC ENERGY GROUP INC	COM	1.9%	$201,299,306	1,908,774	ADD	+114,923
17	LFUS	LITTELFUSE INC	COM	1.9%	$197,012,287	778,951	REDUCE	-34,987
18	LNT	ALLIANT ENERGY CORP	COM	1.9%	$192,231,124	2,956,947	REDUCE	-36,696
19	FAST	FASTENAL CO	COM	1.8%	$187,306,719	4,667,499	REDUCE	-51,537
20	JNJ	JOHNSON & JOHNSON	COM	1.6%	$166,459,390	804,346	REDUCE	-181,156
21	TECH	BIO-TECHNE CORP	COM	1.6%	$162,758,957	2,767,539	REDUCE	-39,870
22	WFC	WELLS FARGO CO NEW	COM	1.6%	$161,174,589	1,729,341	REDUCE	-442,996
23	SHW	SHERWIN WILLIAMS CO	COM	1.5%	$152,161,922	469,592	ADD	+5,549
24	TSM	TAIWAN SEMICONDUCTOR MFG LTD	COM	1.4%	$147,856,768	486,547	REDUCE	-8,718
25	FUL	FULLER H B CO	COM	1.4%	$143,362,044	2,411,067	ADD	+2,174

Position Changes 8 quarters available

#	Ticker	Issuer	Action	Share Change	% Change	Shares Held	Value ($)
1	WAB	WABTEC	REDUCE	-88	-1.7%	5,237	$1,117,838
2	-	GALLAGHER ARTHUR J & CO	SOLD	-760	Exit	-	-
3	WK	WORKIVA INC	REDUCE	-29,069	-3.8%	727,994	$62,789,483
4	VTEB	VANGUARD MUN BD FDS	NEW BUY	+4,211	New	4,211	$211,771
5	NWE	NORTHWESTERN ENERGY GROUP IN	REDUCE	-7,355	-8.3%	81,682	$5,271,756
6	ULTA	ULTA BEAUTY INC	REDUCE	-868	-32.4%	1,810	$1,095,068
7	LNT	ALLIANT ENERGY CORP	REDUCE	-36,696	-1.2%	2,956,947	$192,231,124
8	GEV	GE VERNOVA INC	REDUCE	-67	-6.7%	933	$609,781
9	BSY	BENTLEY SYS INC	NEW BUY	+82,986	New	82,986	$3,167,161
10	AWK	AMERICAN WTR WKS CO INC NEW	REDUCE	-138	-2.7%	5,046	$658,503
11	MRK	MERCK & CO INC	REDUCE	-188	-0.4%	51,999	$5,473,415
12	GNRC	GENERAC HLDGS INC	REDUCE	-8,183	-7.0%	108,578	$14,806,782
13	ABBV	ABBVIE INC	REDUCE	-965	-2.0%	46,456	$10,614,731
14	FAST	FASTENAL CO	REDUCE	-51,537	-1.1%	4,667,499	$187,306,719
15	KMB	KIMBERLY-CLARK CORP	REDUCE	-550	-5.0%	10,419	$1,051,173
16	MCD	MCDONALDS CORP	REDUCE	-1,248	-7.0%	16,693	$5,101,800
17	-	STARBUCKS CORP	SOLD	-2,671	Exit	-	-
18	IWD	ISHARES TR	REDUCE	-11,924	-85.9%	1,962	$412,687
19	EFA	ISHARES TR	REDUCE	-393	-3.1%	12,093	$1,161,243
20	TWP	TREX CO INC	ADD	+27,314	+43.1%	90,652	$3,180,072
21	MSFT	MICROSOFT CORP	ADD	+7,349	+0.4%	1,912,896	$925,114,873
22	NVT	NVENT ELECTRIC PLC	REDUCE	-71,162	-3.3%	2,111,211	$215,280,150
23	IJR	ISHARES TR	REDUCE	-1,022	-29.1%	2,495	$299,849
24	FPL	NEXTERA ENERGY INC	REDUCE	-553	-4.2%	12,772	$1,025,336
25	-	COMCAST CORP NEW	SOLD	-7,600	Exit	-	-
26	IDXX	IDEXX LABS INC	REDUCE	-13	-0.6%	2,131	$1,441,685
27	BAC	BANK AMERICA CORP	REDUCE	-2,483	-9.9%	22,493	$1,237,115
28	MEDP	MEDPACE HLDGS INC	REDUCE	-2,918	-4.2%	66,665	$37,442,397
29	HD	HOME DEPOT INC	ADD	+1,502	+1.0%	157,053	$54,041,892
30	SYY	SYSCO CORP	REDUCE	-17,701	-11.3%	138,534	$10,208,570
31	CHRWD	C H ROBINSON WORLDWIDE INC	REDUCE	-7,255	-0.8%	862,483	$138,652,756
32	PII	POLARIS INC	REDUCE	-20,097	-21.0%	75,743	$4,790,745
33	BA	BOEING CO	REDUCE	-84	-3.6%	2,270	$492,862
34	ACWX	ISHARES TR	ADD	+6,873	+238.9%	9,750	$654,518
35	XLB	SELECT SECTOR SPDR TR	NEW BUY	+5,260	New	5,260	$238,541
36	PANW	PALO ALTO NETWORKS INC	ADD	+109,405	+98.3%	220,647	$40,643,177
37	-	JAMF HLDG CORP	SOLD	-298,112	Exit	-	-
38	UNH	UNITEDHEALTH GROUP INC	REDUCE	-239,412	-22.4%	830,535	$274,167,948
39	COP	CONOCOPHILLIPS	REDUCE	-2,279	-8.1%	25,858	$2,420,567
40	ZMH	ZIMMER BIOMET HOLDINGS INC	REDUCE	-2,855	-20.5%	11,100	$998,112
41	IVV	ISHARES TR	ADD	+6,006	+1264.4%	6,481	$4,438,894
42	GOOGL	ALPHABET INC	ADD	+23,613	+89.9%	49,881	$15,612,753
43	ECL	ECOLAB INC	REDUCE	-6,458	-0.8%	770,571	$202,290,331
44	VZ	VERIZON COMMUNICATIONS INC	REDUCE	-40,403	-1.2%	3,373,672	$137,409,661
45	XLV	SELECT SECTOR SPDR TR	NEW BUY	+5,522	New	5,522	$854,806
46	BLK	BLACKROCK INC	REDUCE	-141	-42.6%	190	$203,365
47	GLW	CORNING INC	REDUCE	-2,276	-2.5%	90,350	$7,911,046
48	AMP	AMERIPRISE FINL INC	ADD	+7,905	+22.8%	42,611	$20,893,878
49	TXN	TEXAS INSTRS INC	REDUCE	-1,293	-0.5%	235,424	$40,843,710
50	IXN	ISHARES TR	REDUCE	-2,432	-43.6%	3,150	$331,254
51	BBY	BEST BUY INC	REDUCE	-3,345	-33.4%	6,657	$445,553
52	UNP	UNION PAC CORP	REDUCE	-234	-4.8%	4,592	$1,062,221
53	-	ALLETE INC	SOLD	-3,288	Exit	-	-
54	BMY	BRISTOL-MYERS SQUIBB CO	REDUCE	-1,454	-5.5%	24,938	$1,345,156
55	FISV	FISERV INC	REDUCE	-106,681	-6.1%	1,643,250	$110,377,103
56	TRV	TRAVELERS COMPANIES INC	ADD	+25,306	+28.6%	113,800	$33,008,828
57	HSY	HERSHEY CO	REDUCE	-3,685	-5.2%	67,608	$12,303,304
58	EMR	EMERSON ELEC CO	REDUCE	-1,251	-1.8%	66,916	$8,881,092
59	IVE	ISHARES TR	NEW BUY	+1,143	New	1,143	$242,396
60	ACN	ACCENTURE PLC IRELAND	REDUCE	-148	-11.1%	1,184	$317,667
61	37253A	GENTHERM INC	REDUCE	-22,841	-30.1%	52,946	$1,925,646
62	SOLV	SOLVENTUM CORP	REDUCE	-350	-0.5%	72,887	$5,775,566
63	XLI	SELECT SECTOR SPDR TR	NEW BUY	+10,535	New	10,535	$1,634,189
64	PFG	PRINCIPAL FINANCIAL GROUP IN	REDUCE	-42,600	-16.7%	211,818	$18,684,454
65	HRL	HORMEL FOODS CORP	REDUCE	-396,129	-9.5%	3,789,513	$89,811,458
66	-	HIMAX TECHNOLOGIES INC	SOLD	-10,550	Exit	-	-
67	-	CARRIER GLOBAL CORPORATION	SOLD	-4,043	Exit	-	-
68	TTC	TORO CO	REDUCE	-177,636	-4.9%	3,422,823	$269,444,639
69	-	EIGHTCO HOLDINGS INC	SOLD	-10,900	Exit	-	-
70	OSK	OSHKOSH CORP	REDUCE	-475	-1.3%	35,069	$4,405,718
71	MO	ALTRIA GROUP INC	REDUCE	-98	-2.1%	4,561	$262,989
72	WEC	WEC ENERGY GROUP INC	ADD	+114,923	+6.4%	1,908,774	$201,299,306
73	LLY	ELI LILLY & CO	REDUCE	-12,832	-3.6%	345,345	$371,135,365
74	MA	MASTERCARD INCORPORATED	REDUCE	-20	-3.1%	624	$356,229
75	DIS	DISNEY WALT CO	REDUCE	-17,351	-5.5%	296,183	$33,696,740
76	IDA	IDACORP INC	ADD	+15,340	+5.3%	302,508	$38,285,412
77	CLFD	CLEARFIELD INC	REDUCE	-605	-0.1%	730,188	$21,284,980
78	CRM	SALESFORCE INC	ADD	+1,224	+0.4%	296,013	$78,416,804
79	NVS	NOVARTIS AG	NEW BUY	+1,485	New	1,485	$204,737
80	V	VISA INC	ADD	+11,371	+1.4%	802,518	$281,450,966
81	CASY	CASEYS GEN STORES INC	REDUCE	-4,359	-4.0%	103,873	$57,411,646
82	PJC	PIPER SANDLER COMPANIES	REDUCE	-8,745	-4.7%	175,861	$59,741,740
83	AMD	ADVANCED MICRO DEVICES INC	REDUCE	-583	-22.5%	2,013	$431,104
84	MSI	MOTOROLA SOLUTIONS INC	ADD	+64,985	+14.1%	525,214	$201,325,030
85	JHX	JAMES HARDIE INDS PLC	NEW BUY	+90,673	New	90,673	$1,881,465
86	KHC	KRAFT HEINZ CO	REDUCE	-558,344	-25.0%	1,672,831	$40,566,152
87	VV	VANGUARD INDEX FDS	REDUCE	-751	-47.9%	817	$257,192
88	-	ISHARES TR	SOLD	-14,255	Exit	-	-
89	AVGO	BROADCOM INC	REDUCE	-597	-15.2%	3,323	$1,150,090
90	CGNX	COGNEX CORP	ADD	+558,302	+91.0%	1,171,596	$42,154,024
91	BRKB	BERKSHIRE HATHAWAY INC DEL	REDUCE	-522	-2.1%	24,857	$12,494,371
92	-	LINDE PLC	SOLD	-429	Exit	-	-
93	HUBG	HUB GROUP INC	REDUCE	-20,055	-7.8%	236,036	$10,057,494
94	MMM	3M CO	ADD	+2,694	+0.8%	349,147	$55,898,373
95	-	SPDR S&P MIDCAP 400 ETF TR	SOLD	-1,064	Exit	-	-
96	MGPI	MGP INGREDIENTS INC NEW	REDUCE	-3,148	-1.8%	173,245	$4,209,854
97	VTI	VANGUARD INDEX FDS	ADD	+477	+58.4%	1,294	$433,839
98	BKH	BLACK HILLS CORP	REDUCE	-3,511	-3.6%	94,138	$6,535,060
99	GGG	GRACO INC	REDUCE	-28,419	-0.7%	3,905,582	$320,140,546
100	JBTM	JBT MAREL CORPORATION	REDUCE	-1,278	-1.8%	68,757	$10,359,617
101	WMT	WALMART INC	REDUCE	-767	-4.6%	16,000	$1,782,720
102	PM	PHILIP MORRIS INTL INC	ADD	+8	+0.3%	2,649	$424,900
103	-	MONDELEZ INTL INC	SOLD	-4,524	Exit	-	-
104	KO	COCA COLA CO	REDUCE	-200	-0.8%	23,411	$1,636,663
105	AMT	AMERICAN TOWER CORP NEW	REDUCE	-1,011	-33.4%	2,020	$354,651
106	SNA	SNAP ON INC	REDUCE	-200	-5.6%	3,373	$1,162,336
107	PSX	PHILLIPS 66	REDUCE	-39	-0.6%	6,604	$852,180
108	PFE	PFIZER INC	REDUCE	-1,423	-1.9%	73,921	$1,840,633
109	WTFC	WINTRUST FINL CORP	REDUCE	-4,216	-8.3%	46,633	$6,520,226
110	JNJ	JOHNSON & JOHNSON	REDUCE	-181,156	-18.4%	804,346	$166,459,390
111	MOS	MOSAIC CO NEW	REDUCE	-5,500	-18.6%	24,000	$578,160
112	NSC	NORFOLK SOUTHN CORP	REDUCE	-19	-0.6%	3,035	$876,265
113	NVDA	NVIDIA CORPORATION	REDUCE	-626,772	-11.2%	4,949,648	$923,109,405
114	QCOM	QUALCOMM INC	REDUCE	-103,625	-15.8%	550,308	$94,130,183
115	-	GENUINE PARTS CO	SOLD	-1,603	Exit	-	-
116	NKE	NIKE INC	ADD	+12,423	+24.5%	63,185	$4,025,516
117	SCHW	SCHWAB CHARLES CORP	REDUCE	-26,032	-8.7%	273,357	$27,311,098
118	META	META PLATFORMS INC	ADD	+59,602	+23.2%	316,529	$208,937,628
119	ADP	AUTOMATIC DATA PROCESSING IN	ADD	+5,674	+5.4%	110,781	$28,496,197
120	HON	HONEYWELL INTL INC	REDUCE	-15,272	-6.1%	233,976	$45,646,291
121	GE	GE AEROSPACE	REDUCE	-50	-0.6%	7,775	$2,394,933
122	VO	VANGUARD INDEX FDS	ADD	+967	+85.7%	2,095	$608,011
123	JPM	JPMORGAN CHASE & CO.	REDUCE	-85,126	-6.3%	1,276,404	$411,282,897
124	TNC	TENNANT CO	REDUCE	-258,064	-19.4%	1,071,624	$78,978,689
125	HWKN	HAWKINS INC	REDUCE	-851	-6.3%	12,569	$1,785,552
126	ISRG	INTUITIVE SURGICAL INC	NEW BUY	+62,277	New	62,277	$35,271,202
127	VB	VANGUARD INDEX FDS	ADD	+202	+15.6%	1,496	$385,970
128	TT	TRANE TECHNOLOGIES PLC	REDUCE	-138	-10.8%	1,143	$444,856
129	XLP	SELECT SECTOR SPDR TR	NEW BUY	+20,045	New	20,045	$1,557,096
130	ROK	ROCKWELL AUTOMATION INC	REDUCE	-80,443	-19.6%	330,334	$128,523,049
131	ITW	ILLINOIS TOOL WKS INC	REDUCE	-26	-1.5%	1,733	$426,838
132	ETN	EATON CORP PLC	ADD	+1	+0.2%	648	$206,394
133	GBCI	GLACIER BANCORP INC NEW	REDUCE	-1,809	-1.8%	97,354	$4,288,444
134	TSM	TAIWAN SEMICONDUCTOR MFG LTD	REDUCE	-8,718	-1.8%	486,547	$147,856,768
135	-	VANGUARD SCOTTSDALE FDS	SOLD	-1,031	Exit	-	-
136	OKLO	OKLO INC	REDUCE	-410	-2.6%	15,561	$1,116,657
137	PG	PROCTER AND GAMBLE CO	ADD	+27,830	+14.8%	216,266	$30,993,030
138	VEA	VANGUARD TAX-MANAGED FDS	ADD	+550	+12.0%	5,129	$320,409
139	SPY	SPDR S&P 500 ETF TR	ADD	+61	+0.2%	27,054	$18,448,664
140	QCRH	QCR HOLDINGS INC	REDUCE	-13,789	-13.2%	91,002	$7,580,467
141	GOOG	ALPHABET INC	REDUCE	-64,619	-3.7%	1,697,969	$532,822,723
142	VUG	VANGUARD INDEX FDS	REDUCE	-1,399	-67.0%	688	$335,648
143	MDT	MEDTRONIC PLC	REDUCE	-17,822	-4.1%	412,750	$39,646,159
144	INSP	INSPIRE MED SYS INC	REDUCE	-7,830	-12.0%	57,616	$5,313,924
145	BSX	BOSTON SCIENTIFIC CORP	REDUCE	-131	-1.3%	10,176	$970,282
146	XLK	SELECT SECTOR SPDR TR	ADD	+2,235	+100.0%	4,470	$643,575
147	CB	CHUBB LIMITED	REDUCE	-58	-2.4%	2,334	$728,488
148	ENTG	ENTEGRIS INC	ADD	+154,936	+13.0%	1,348,986	$113,652,071
149	RDNT	RADNET INC	REDUCE	-1,835	-1.9%	95,648	$6,824,485
150	KNF	KNIFE RIVER CORP	ADD	+1,810	+1.5%	123,855	$8,713,199
151	CWAN	CLEARWATER ANALYTICS HLDGS I	REDUCE	-1,765	-1.9%	92,510	$2,231,341
152	AMZN	AMAZON COM INC	ADD	+36,866	+1.4%	2,592,768	$598,462,710
153	DHR	DANAHER CORPORATION	REDUCE	-586	-33.4%	1,169	$267,607
154	TGT	TARGET CORP	REDUCE	-37,977	-16.3%	194,758	$19,037,579
155	CTAS	CINTAS CORP	ADD	+1,379	+7.6%	19,617	$3,689,369
156	GIS	GENERAL MLS INC	REDUCE	-7,271	-6.3%	108,477	$5,044,181
157	RF	REGIONS FINANCIAL CORP NEW	REDUCE	-2,120	-21.8%	7,620	$206,502
158	XLF	SELECT SECTOR SPDR TR	NEW BUY	+25,310	New	25,310	$1,386,229
159	-	ISHARES TR	SOLD	-11,000	Exit	-	-
160	TECH	BIO-TECHNE CORP	REDUCE	-39,870	-1.4%	2,767,539	$162,758,957
161	ZTS	ZOETIS INC	ADD	+224,910	+15094.6%	226,400	$28,485,648
162	ABT	ABBOTT LABS	REDUCE	-14,803	-2.0%	708,081	$88,715,439
163	LTH	LIFE TIME GROUP HOLDINGS INC	ADD	+12,701	+8.0%	172,317	$4,580,186
164	ADBE	ADOBE INC	REDUCE	-20	-1.0%	2,009	$703,130
165	IBM	INTERNATIONAL BUSINESS MACHS	REDUCE	-76	-2.1%	3,627	$1,074,354
166	WMI	WASTE MGMT INC DEL	REDUCE	-50	-4.8%	1,000	$219,710
167	CVX	CHEVRON CORP NEW	REDUCE	-1,323	-5.8%	21,612	$3,293,885
168	CFR	CULLEN FROST BANKERS INC	REDUCE	-772	-1.8%	42,731	$5,411,027
169	ALRS	ALERUS FINL CORP	REDUCE	-7,387	-8.5%	79,436	$1,788,899
170	COST	COSTCO WHSL CORP NEW	REDUCE	-288	-8.9%	2,933	$2,529,243
171	PLXS	PLEXUS CORP	REDUCE	-9,044	-16.5%	45,868	$6,742,596
172	NTRS	NORTHERN TR CORP	REDUCE	-40	-1.6%	2,400	$327,816
173	LOW	LOWES COS INC	REDUCE	-122	-1.7%	6,863	$1,655,081
174	BIL	SPDR SERIES TRUST	ADD	+3,356	+108.9%	6,438	$588,304
175	XEL	XCEL ENERGY INC	ADD	+10,272	+2.7%	396,280	$29,269,276
176	ASB	ASSOCIATED BANC CORP	REDUCE	-11,737	-4.3%	260,279	$6,704,787
177	SLB	SLB LIMITED	REDUCE	-2,024	-26.9%	5,500	$211,090
178	XYL	XYLEM INC	ADD	+4,504	+307.2%	5,970	$812,995
179	CAT	CATERPILLAR INC	REDUCE	-255	-1.4%	18,455	$10,572,316
180	SHW	SHERWIN WILLIAMS CO	ADD	+5,549	+1.2%	469,592	$152,161,922
181	AAPL	APPLE INC	ADD	+34,743	+2.9%	1,217,486	$330,985,738
182	LFUS	LITTELFUSE INC	REDUCE	-34,987	-4.3%	778,951	$197,012,287
183	FUL	FULLER H B CO	ADD	+2,174	+0.1%	2,411,067	$143,362,044
184	CVRX	CVRX INC	REDUCE	-2,500	-1.7%	142,456	$1,011,438
185	AMGN	AMGEN INC	REDUCE	-143	-2.5%	5,524	$1,808,060
186	ONB	OLD NATL BANCORP IND	REDUCE	-47,165	-7.4%	589,960	$13,162,008
187	UPS	UNITED PARCEL SERVICE INC	REDUCE	-5,483	-21.7%	19,792	$1,963,168
188	LHX	L3HARRIS TECHNOLOGIES INC	REDUCE	-18	-1.7%	1,033	$303,258
189	EXAS	EXACT SCIENCES CORP	REDUCE	-76,001	-81.5%	17,236	$1,750,488
190	PNR	PENTAIR PLC	REDUCE	-1,150	-1.9%	59,063	$6,150,821
191	XOM	EXXON MOBIL CORP	ADD	+16,689	+23.9%	86,602	$10,421,685
192	AXP	AMERICAN EXPRESS CO	REDUCE	-10,572	-6.2%	159,459	$58,992,019
193	VIG	VANGUARD SPECIALIZED FUNDS	REDUCE	-983	-29.3%	2,377	$522,417
194	SKYT	SKYWATER TECHNOLOGY INC	REDUCE	-2,625	-1.4%	182,131	$3,307,499
195	WFC	WELLS FARGO CO NEW	REDUCE	-442,996	-20.4%	1,729,341	$161,174,589
196	IBTG	ISHARES TR	ADD	+11,105	+352.5%	14,255	$326,083
197	PEP	PEPSICO INC	REDUCE	-248	-2.7%	9,103	$1,306,463
198	DCI	DONALDSON INC	REDUCE	-44,786	-7.4%	560,653	$49,707,454
199	SYK	STRYKER CORPORATION	REDUCE	-237	-5.3%	4,199	$1,475,823
200	USB	US BANCORP DEL	REDUCE	-115,757	-15.2%	647,980	$34,576,228
201	AIR	AAR CORP	REDUCE	-15,526	-12.2%	112,176	$9,287,051
202	CSCO	CISCO SYS INC	REDUCE	-639	-3.1%	20,265	$1,561,013
203	-	ISHARES TR	SOLD	-4,172	Exit	-	-
204	PATK	PATRICK INDS INC	ADD	+29,648	+126.8%	53,033	$5,750,368
205	MINN	TRUST FOR PROFESSIONAL MANAG	ADD	+95,550	+41.7%	324,736	$7,322,862
206	TMO	THERMO FISHER SCIENTIFIC INC	REDUCE	-375	-23.2%	1,241	$719,097
207	BMI	BADGER METER INC	REDUCE	-1,046	-1.0%	102,813	$17,931,698
208	BAX	BAXTER INTL INC	REDUCE	-5,265	-17.7%	24,556	$469,265
209	ORCL	ORACLE CORP	ADD	+11,006	+62.5%	28,618	$5,577,934

#	Ticker	Issuer	Action	Share Change	% Change	Shares Held	Value ($)
1	UFCS	UNITED FIRE GROUP INC	REDUCE	-2,400	-26.7%	6,600	$200,772
2	WK	WORKIVA INC	REDUCE	-756	-0.1%	757,063	$65,167,983
3	NWE	NORTHWESTERN ENERGY GROUP IN	REDUCE	-13,891	-13.5%	89,037	$5,218,459
4	ULTA	ULTA BEAUTY INC	REDUCE	-1,878	-41.2%	2,678	$1,464,197
5	LNT	ALLIANT ENERGY CORP	REDUCE	-48,499	-1.6%	2,993,643	$201,801,475
6	AWK	AMERICAN WTR WKS CO INC NEW	REDUCE	-37	-0.7%	5,184	$721,561
7	MRK	MERCK & CO INC	REDUCE	-4,684	-8.2%	52,187	$4,380,055
8	GNRC	GENERAC HLDGS INC	REDUCE	-14,856	-11.3%	116,761	$19,545,791
9	GILD	GILEAD SCIENCES INC	REDUCE	-226	-9.0%	2,275	$252,525
10	ABBV	ABBVIE INC	ADD	+348	+0.7%	47,421	$10,979,858
11	FAST	FASTENAL CO	REDUCE	-653,723	-12.2%	4,719,036	$231,421,506
12	BP	BP PLC	NEW BUY	+6,500	New	6,500	$223,990
13	MCD	MCDONALDS CORP	REDUCE	-35	-0.2%	17,941	$5,452,009
14	-	STARBUCKS CORP	NEW BUY	+2,671	New	2,671	$226,005
15	IWD	ISHARES TR	NEW BUY	+13,886	New	13,886	$585,728
16	EFA	ISHARES TR	ADD	+790	+6.8%	12,486	$1,165,771
17	TWP	TREX CO INC	NEW BUY	+63,338	New	63,338	$3,272,674
18	MSFT	MICROSOFT CORP	REDUCE	-99,261	-5.0%	1,905,547	$986,977,989
19	NVT	NVENT ELECTRIC PLC	REDUCE	-170,890	-7.3%	2,182,373	$215,269,238
20	-	DIMENSIONAL ETF TRUST	SOLD	-9,850	Exit	-	-
21	IJR	ISHARES TR	ADD	+464	+15.2%	3,517	$417,925
22	FPL	NEXTERA ENERGY INC	ADD	+2,798	+26.6%	13,325	$1,005,904
23	-	COMCAST CORP NEW	NEW BUY	+7,600	New	7,600	$238,792
24	-	CHIPOTLE MEXICAN GRILL INC	SOLD	-3,660	Exit	-	-
25	IDXX	IDEXX LABS INC	REDUCE	-80	-3.6%	2,144	$1,369,780
26	BAC	BANK AMERICA CORP	ADD	+4,634	+22.8%	24,976	$1,288,512
27	MEDP	MEDPACE HLDGS INC	REDUCE	-6,603	-8.7%	69,583	$35,776,795
28	HD	HOME DEPOT INC	ADD	+1,378	+0.9%	155,551	$63,027,644
29	SYY	SYSCO CORP	REDUCE	-109,902	-41.3%	156,235	$12,864,390
30	CHRWD	C H ROBINSON WORLDWIDE INC	ADD	+6,188	+0.7%	869,738	$115,153,302
31	PII	POLARIS INC	REDUCE	-17,696	-15.6%	95,840	$5,571,179
32	BA	BOEING CO	REDUCE	-39	-1.6%	2,354	$508,064
33	ACWX	ISHARES TR	NEW BUY	+2,877	New	2,877	$715,110
34	PANW	PALO ALTO NETWORKS INC	ADD	+70,311	+171.8%	111,242	$22,651,096
35	-	JAMF HLDG CORP	REDUCE	-101,239	-25.4%	298,112	$3,189,798
36	CIEN	CIENA CORP	REDUCE	-1,000	-25.0%	3,000	$437,010
37	UNH	UNITEDHEALTH GROUP INC	ADD	+12,787	+1.2%	1,069,947	$369,452,740
38	COP	CONOCOPHILLIPS	REDUCE	-701	-2.4%	28,137	$2,661,479
39	ZMH	ZIMMER BIOMET HOLDINGS INC	REDUCE	-325	-2.3%	13,955	$1,374,568
40	MPC	MARATHON PETE CORP	NEW BUY	+1,301	New	1,301	$250,755
41	TJX	TJX COS INC NEW	ADD	+451	+15.7%	3,315	$479,150
42	IVV	ISHARES TR	REDUCE	-4,645	-90.7%	475	$3,735,835
43	GOOGL	ALPHABET INC	ADD	+2,391	+10.0%	26,268	$6,385,751
44	ECL	ECOLAB INC	REDUCE	-11,900	-1.5%	777,029	$212,797,080
45	VZ	VERIZON COMMUNICATIONS INC	ADD	+158	+0.0%	3,414,075	$150,048,596
46	BLK	BLACKROCK INC	NEW BUY	+331	New	331	$385,903
47	AXGN	AXOGEN INC	REDUCE	-5,000	-18.5%	22,000	$392,480
48	GLW	CORNING INC	REDUCE	-594	-0.6%	92,626	$7,598,111
49	AMP	AMERIPRISE FINL INC	ADD	+6,698	+23.9%	34,706	$17,049,323
50	TXN	TEXAS INSTRS INC	ADD	+5,861	+2.5%	236,717	$43,492,014
51	IXN	ISHARES TR	ADD	+2,432	+77.2%	5,582	$312,228
52	BBY	BEST BUY INC	REDUCE	-68,264	-87.2%	10,002	$756,351
53	UNP	UNION PAC CORP	REDUCE	-315	-6.1%	4,826	$1,140,722
54	-	ALLETE INC	REDUCE	-1,000	-23.3%	3,288	$218,323
55	BMY	BRISTOL-MYERS SQUIBB CO	REDUCE	-450	-1.7%	26,392	$1,190,279
56	FISV	FISERV INC	ADD	+17,310	+1.0%	1,749,931	$225,618,604
57	TRV	TRAVELERS COMPANIES INC	ADD	+8,181	+10.2%	88,494	$24,709,295
58	HSY	HERSHEY CO	ADD	+4,278	+6.4%	71,293	$13,335,356
59	EMR	EMERSON ELEC CO	REDUCE	-501	-0.7%	68,167	$8,942,147
60	ACN	ACCENTURE PLC IRELAND	REDUCE	-166	-11.1%	1,332	$328,471
61	37253A	GENTHERM INC	REDUCE	-67,152	-47.0%	75,787	$2,581,305
62	SOLV	SOLVENTUM CORP	REDUCE	-763	-1.0%	73,237	$5,346,301
63	PFG	PRINCIPAL FINANCIAL GROUP IN	REDUCE	-108,380	-29.9%	254,418	$21,093,785
64	CMI	CUMMINS INC	NEW BUY	+528	New	528	$223,011
65	HRL	HORMEL FOODS CORP	REDUCE	-34,761	-0.8%	4,185,642	$103,552,783
66	-	NEOGENOMICS INC	SOLD	-15,000	Exit	-	-
67	-	CARRIER GLOBAL CORPORATION	ADD	+797	+24.6%	4,043	$241,367
68	TTC	TORO CO	REDUCE	-49,258	-1.3%	3,600,459	$274,355,003
69	-	EIGHTCO HOLDINGS INC	NEW BUY	+10,900	New	10,900	$99,735
70	OSK	OSHKOSH CORP	REDUCE	-2,246	-5.9%	35,544	$4,610,057
71	MO	ALTRIA GROUP INC	REDUCE	-497	-9.6%	4,659	$307,754
72	WEC	WEC ENERGY GROUP INC	ADD	+301,323	+20.2%	1,793,851	$205,557,386
73	LLY	ELI LILLY & CO	REDUCE	-7,150	-2.0%	358,177	$273,289,051
74	MA	MASTERCARD INCORPORATED	REDUCE	-420	-39.5%	644	$366,314
75	DIS	DISNEY WALT CO	ADD	+2,101	+0.7%	313,534	$35,899,643
76	IVW	ISHARES TR	NEW BUY	+2,509	New	2,509	$302,886
77	MMC	MARSH & MCLENNAN COS INC	REDUCE	-18	-1.3%	1,356	$273,275
78	IDA	IDACORP INC	ADD	+42,658	+17.4%	287,168	$37,949,251
79	CLFD	CLEARFIELD INC	REDUCE	-31,441	-4.1%	730,793	$25,124,663
80	CRM	SALESFORCE INC	ADD	+40,948	+16.1%	294,789	$69,864,993
81	NVS	NOVARTIS AG	SOLD	-1,795	Exit	-	-
82	V	VISA INC	REDUCE	-3,849	-0.5%	791,147	$270,081,661
83	CASY	CASEYS GEN STORES INC	REDUCE	-5,684	-5.0%	108,232	$61,185,714
84	PJC	PIPER SANDLER COMPANIES	REDUCE	-62,228	-25.2%	184,606	$64,056,436
85	AMD	ADVANCED MICRO DEVICES INC	ADD	+823	+46.4%	2,596	$420,007
86	MSI	MOTOROLA SOLUTIONS INC	REDUCE	-14,877	-3.1%	460,229	$210,458,119
87	KHC	KRAFT HEINZ CO	REDUCE	-150,718	-6.3%	2,231,175	$58,099,797
88	VV	VANGUARD INDEX FDS	ADD	+751	+91.9%	1,568	$251,522
89	-	ISHARES TR	NEW BUY	+14,255	New	14,255	$222,785
90	AVGO	BROADCOM INC	ADD	+719	+22.5%	3,920	$1,293,247
91	CGNX	COGNEX CORP	ADD	+483,517	+372.6%	613,294	$27,782,218
92	BRKB	BERKSHIRE HATHAWAY INC DEL	REDUCE	-713	-2.7%	25,379	$12,759,038
93	-	LINDE PLC	NEW BUY	+429	New	429	$203,775
94	HUBG	HUB GROUP INC	REDUCE	-21,008	-7.6%	256,091	$8,819,774
95	BDX	BECTON DICKINSON & CO	REDUCE	-36	-0.5%	7,119	$1,332,463
96	MMM	3M CO	ADD	+2,087	+0.6%	346,453	$53,762,672
97	-	SPDR S&P MIDCAP 400 ETF TR	ADD	+199	+23.0%	1,064	$634,250
98	MGPI	MGP INGREDIENTS INC NEW	ADD	+619	+0.4%	176,393	$4,266,947
99	VTI	VANGUARD INDEX FDS	NEW BUY	+817	New	817	$424,652
100	BKH	BLACK HILLS CORP	REDUCE	-11,749	-10.7%	97,649	$6,014,202
101	GGG	GRACO INC	REDUCE	-42,889	-1.1%	3,934,001	$334,232,703
102	JBTM	JBT MAREL CORPORATION	REDUCE	-19,829	-22.1%	70,035	$9,836,416
103	WMT	WALMART INC	ADD	+585	+3.6%	16,767	$1,728,007
104	PM	PHILIP MORRIS INTL INC	ADD	+4	+0.2%	2,641	$428,370
105	QQQ	INVESCO QQQ TR	REDUCE	-175	-10.2%	1,546	$928,172
106	-	MONDELEZ INTL INC	NEW BUY	+4,524	New	4,524	$282,614
107	-	TACTILE SYS TECHNOLOGY INC	SOLD	-12,500	Exit	-	-
108	AMT	AMERICAN TOWER CORP NEW	ADD	+971	+47.1%	3,031	$582,922
109	SNA	SNAP ON INC	REDUCE	-15	-0.4%	3,573	$1,238,152
110	PSX	PHILLIPS 66	REDUCE	-13	-0.2%	6,643	$903,581
111	DE	DEERE & CO	REDUCE	-15	-2.4%	602	$275,271
112	PFE	PFIZER INC	REDUCE	-2,115	-2.7%	75,344	$1,919,765
113	-	OTIS WORLDWIDE CORP	SOLD	-2,128	Exit	-	-
114	WTFC	WINTRUST FINL CORP	ADD	+169	+0.3%	50,849	$6,734,442
115	JNJ	JOHNSON & JOHNSON	REDUCE	-24,967	-2.5%	985,502	$182,731,768
116	MOS	MOSAIC CO NEW	REDUCE	-1,780	-5.7%	29,500	$1,023,060
117	-	MAGNITE INC	SOLD	-10,000	Exit	-	-
118	NVDA	NVIDIA CORPORATION	REDUCE	-236,451	-4.1%	5,576,420	$1,040,448,401
119	QCOM	QUALCOMM INC	REDUCE	-280,228	-30.0%	653,933	$108,788,294
120	-	GENUINE PARTS CO	NEW BUY	+1,603	New	1,603	$222,176
121	NKE	NIKE INC	ADD	+46,380	+1058.4%	50,762	$3,539,634
122	NVEC	NVE CORP	REDUCE	-1,300	-17.8%	6,000	$391,620
123	SCHW	SCHWAB CHARLES CORP	REDUCE	-37,888	-11.2%	299,389	$28,582,668
124	META	META PLATFORMS INC	ADD	+38,166	+17.4%	256,927	$188,682,050
125	ADP	AUTOMATIC DATA PROCESSING IN	ADD	+3,724	+3.7%	105,107	$30,848,905
126	HON	HONEYWELL INTL INC	REDUCE	-43,949	-15.0%	249,248	$52,466,610
127	-	SHYFT GROUP INC	SOLD	-10,000	Exit	-	-
128	VO	VANGUARD INDEX FDS	REDUCE	-1,110	-49.6%	1,128	$613,035
129	JPM	JPMORGAN CHASE & CO.	REDUCE	-139,436	-9.3%	1,361,530	$429,467,408
130	TNC	TENNANT CO	REDUCE	-22,970	-1.7%	1,329,688	$107,784,509
131	DGII	DIGI INTL INC	REDUCE	-1,000	-11.1%	8,000	$291,680
132	VB	VANGUARD INDEX FDS	REDUCE	-274	-17.5%	1,294	$398,787
133	ROK	ROCKWELL AUTOMATION INC	REDUCE	-2,145	-0.5%	410,777	$143,578,885
134	AMCR	AMCOR PLC	REDUCE	-19,037	-17.7%	88,520	$724,094
135	ETN	EATON CORP PLC	NEW BUY	+647	New	647	$242,140
136	GBCI	GLACIER BANCORP INC NEW	ADD	+192	+0.2%	99,163	$4,826,263
137	TSM	TAIWAN SEMICONDUCTOR MFG LTD	ADD	+48,439	+10.8%	495,265	$138,322,562
138	SNE	SONY GROUP CORP	REDUCE	-345	-4.2%	7,830	$225,426
139	PG	PROCTER AND GAMBLE CO	ADD	+32,150	+20.6%	188,436	$28,953,137
140	VEA	VANGUARD TAX-MANAGED FDS	NEW BUY	+4,579	New	4,579	$274,374
141	SPY	SPDR S&P 500 ETF TR	REDUCE	-797	-2.9%	26,993	$17,982,247
142	QCRH	QCR HOLDINGS INC	REDUCE	-12,833	-10.9%	104,791	$7,926,391
143	GOOG	ALPHABET INC	REDUCE	-39,239	-2.2%	1,762,588	$429,278,287
144	VUG	VANGUARD INDEX FDS	ADD	+909	+77.2%	2,087	$541,000
145	MDT	MEDTRONIC PLC	REDUCE	-24,718	-5.4%	430,572	$41,005,093
146	INSP	INSPIRE MED SYS INC	REDUCE	-2,358	-3.5%	65,446	$4,856,093
147	BSX	BOSTON SCIENTIFIC CORP	REDUCE	-102	-1.0%	10,307	$1,006,272
148	XLK	SELECT SECTOR SPDR TR	REDUCE	-2,011	-47.4%	2,235	$630,015
149	AEBI	AEBI SCHMIDT HLDG AG	NEW BUY	+10,401	New	10,401	$129,700
150	CB	CHUBB LIMITED	REDUCE	-74	-3.0%	2,392	$675,142
151	ENTG	ENTEGRIS INC	ADD	+76,011	+6.8%	1,194,050	$110,401,863
152	RDNT	RADNET INC	ADD	+39,752	+68.9%	97,483	$7,429,179
153	KNF	KNIFE RIVER CORP	ADD	+8,129	+7.1%	122,045	$9,381,599
154	CWAN	CLEARWATER ANALYTICS HLDGS I	ADD	+135	+0.1%	94,275	$1,698,836
155	AMZN	AMAZON COM INC	ADD	+63,041	+2.5%	2,555,902	$561,199,402
156	DHR	DANAHER CORPORATION	ADD	+586	+50.1%	1,755	$347,946
157	TGT	TARGET CORP	REDUCE	-68,964	-22.9%	232,735	$20,876,348
158	CTAS	CINTAS CORP	ADD	+585	+3.3%	18,238	$3,743,532
159	GIS	GENERAL MLS INC	REDUCE	-3,863	-3.2%	115,748	$5,836,014
160	PATH	UIPATH INC	NEW BUY	+12,125	New	12,125	$162,233
161	-	ISHARES TR	REDUCE	-2,886	-20.8%	11,000	$324,377
162	TECH	BIO-TECHNE CORP	ADD	+91,031	+3.4%	2,807,409	$156,176,151
163	ABT	ABBOTT LABS	REDUCE	-179,057	-19.9%	722,884	$96,823,051
164	LTH	LIFE TIME GROUP HOLDINGS INC	ADD	+8,401	+5.6%	159,616	$4,405,402
165	ADBE	ADOBE INC	REDUCE	-98	-4.6%	2,029	$715,730
166	VCEL	VERICEL CORP	REDUCE	-50	-0.2%	25,865	$813,972
167	IBM	INTERNATIONAL BUSINESS MACHS	REDUCE	-71	-1.9%	3,703	$1,044,838
168	WMI	WASTE MGMT INC DEL	REDUCE	-38	-3.5%	1,050	$231,872
169	CVX	CHEVRON CORP NEW	ADD	+752	+3.4%	22,935	$3,561,576
170	CFR	CULLEN FROST BANKERS INC	ADD	+75	+0.2%	43,503	$5,514,875
171	ALRS	ALERUS FINL CORP	REDUCE	-11,044	-11.3%	86,823	$1,922,261
172	COST	COSTCO WHSL CORP NEW	ADD	+33	+1.0%	3,221	$2,981,454
173	PLXS	PLEXUS CORP	REDUCE	-1,621	-2.9%	54,912	$7,945,217
174	LOW	LOWES COS INC	REDUCE	-15	-0.2%	6,985	$1,755,400
175	BIL	SPDR SERIES TRUST	ADD	+651	+26.8%	3,082	$282,774
176	XEL	XCEL ENERGY INC	ADD	+9,577	+2.5%	386,008	$31,131,583
177	-	COLGATE PALMOLIVE CO	SOLD	-2,224	Exit	-	-
178	ASB	ASSOCIATED BANC CORP	REDUCE	-25,919	-8.7%	272,016	$6,993,531
179	SLB	SCHLUMBERGER LTD	NEW BUY	+7,524	New	7,524	$258,600
180	XYL	XYLEM INC	NEW BUY	+1,466	New	1,466	$216,235
181	CAT	CATERPILLAR INC	REDUCE	-651	-3.4%	18,710	$8,927,476
182	SHW	SHERWIN WILLIAMS CO	ADD	+3,430	+0.7%	464,043	$160,679,544
183	AAPL	APPLE INC	ADD	+40,175	+3.5%	1,182,743	$301,161,820
184	LFUS	LITTELFUSE INC	REDUCE	-52,526	-6.1%	813,938	$210,818,081
185	FUL	FULLER H B CO	REDUCE	-39,356	-1.6%	2,408,893	$142,799,177
186	CVRX	CVRX INC	ADD	+675	+0.5%	144,956	$1,169,795
187	AMGN	AMGEN INC	REDUCE	-171	-2.9%	5,667	$1,599,227
188	-	AZEK CO INC	SOLD	-23,927	Exit	-	-
189	-	ISHARES TR	SOLD	-2,105	Exit	-	-
190	ONB	OLD NATL BANCORP IND	REDUCE	-103,000	-13.9%	637,125	$13,984,894
191	UPS	UNITED PARCEL SERVICE INC	REDUCE	-17,037	-40.3%	25,275	$2,111,221
192	LHX	L3HARRIS TECHNOLOGIES INC	NEW BUY	+1,051	New	1,051	$320,986
193	EXAS	EXACT SCIENCES CORP	ADD	+18,762	+25.2%	93,237	$5,100,996
194	PNR	PENTAIR PLC	REDUCE	-2,200	-3.5%	60,213	$6,669,192
195	XOM	EXXON MOBIL CORP	ADD	+35,540	+103.4%	69,913	$7,882,691
196	INTC	INTEL CORP	REDUCE	-348	-2.4%	14,333	$480,872
197	AXP	AMERICAN EXPRESS CO	REDUCE	-19,957	-10.5%	170,031	$56,477,623
198	VIG	VANGUARD SPECIALIZED FUNDS	REDUCE	-1,186	-26.1%	3,360	$725,054
199	SKYT	SKYWATER TECHNOLOGY INC	ADD	+20,836	+12.7%	184,756	$3,447,547
200	WFC	WELLS FARGO CO NEW	REDUCE	-2,066	-0.1%	2,172,337	$182,085,294
201	WY	WEYERHAEUSER CO MTN BE	REDUCE	-1,484	-3.9%	36,117	$895,340
202	CLF	CLEVELAND-CLIFFS INC NEW	REDUCE	-2,500	-15.6%	13,500	$164,700
203	IBTG	ISHARES TR	REDUCE	-11,105	-77.9%	3,150	$327,152
204	PEP	PEPSICO INC	REDUCE	-185	-1.9%	9,351	$1,313,254
205	DCI	DONALDSON INC	REDUCE	-224,066	-27.0%	605,439	$49,555,144
206	USB	US BANCORP DEL	REDUCE	-306,424	-28.6%	763,737	$36,911,423
207	AIR	AAR CORP	REDUCE	-28,374	-18.2%	127,702	$11,451,038
208	CSCO	CISCO SYS INC	ADD	+863	+4.3%	20,904	$1,430,252
209	-	ISHARES TR	ADD	+2,426	+138.9%	4,172	$222,495
210	PATK	PATRICK INDS INC	NEW BUY	+23,385	New	23,385	$2,418,711
211	MINN	TRUST FOR PROFESSIONAL MANAG	ADD	+23,000	+11.2%	229,186	$5,102,093
212	BMI	BADGER METER INC	REDUCE	-7,518	-6.8%	103,859	$18,547,225
213	BAX	BAXTER INTL INC	REDUCE	-1,600	-5.1%	29,821	$679,024
214	ORCL	ORACLE CORP	ADD	+3,337	+23.4%	17,612	$4,953,199

#	Ticker	Issuer	Action	Share Change	% Change	Shares Held	Value ($)
1	UFCS	UNITED FIRE GROUP INC	REDUCE	-3,108	-25.7%	9,000	$258,300
2	WAB	WABTEC	NEW BUY	+5,325	New	5,325	$1,114,789
3	-	GALLAGHER ARTHUR J & CO	REDUCE	-40	-5.0%	760	$243,291
4	WK	WORKIVA INC	ADD	+18,995	+2.6%	757,819	$51,872,711
5	NWE	NORTHWESTERN ENERGY GROUP IN	REDUCE	-20,957	-16.9%	102,928	$5,280,206
6	ULTA	ULTA BEAUTY INC	REDUCE	-67,592	-93.7%	4,556	$2,131,388
7	AMAT	APPLIED MATLS INC	ADD	+3,950	+53.5%	11,327	$2,073,634
8	LNT	ALLIANT ENERGY CORP	REDUCE	-2,496	-0.1%	3,042,142	$183,958,327
9	GEV	GE VERNOVA INC	ADD	+287	+40.3%	1,000	$529,150
10	AWK	AMERICAN WTR WKS CO INC NEW	ADD	+112	+2.2%	5,221	$726,293
11	VSAT	VIASAT INC	NEW BUY	+13,000	New	13,000	$189,800
12	MRK	MERCK & CO INC	ADD	+3,712	+7.0%	56,871	$4,501,908
13	GNRC	GENERAC HLDGS INC	REDUCE	-21,780	-14.2%	131,617	$18,848,871
14	GILD	GILEAD SCIENCES INC	NEW BUY	+2,501	New	2,501	$277,286
15	ABBV	ABBVIE INC	ADD	+5,111	+12.2%	47,073	$8,737,690
16	FAST	FASTENAL CO	ADD	+2,682,904	+99.7%	5,372,759	$225,655,861
17	KMB	KIMBERLY-CLARK CORP	ADD	+1,486	+15.7%	10,969	$1,414,562
18	BP	BP PLC	SOLD	-10,540	Exit	-	-
19	MCD	MCDONALDS CORP	ADD	+4,651	+34.9%	17,976	$5,251,970
20	EFA	ISHARES TR	ADD	+125	+1.1%	11,696	$1,045,461
21	MSFT	MICROSOFT CORP	ADD	+8,591	+0.4%	2,004,808	$997,211,515
22	NVT	NVENT ELECTRIC PLC	ADD	+803	+0.0%	2,353,263	$172,376,489
23	-	DIMENSIONAL ETF TRUST	REDUCE	-2,677	-21.4%	9,850	$285,158
24	IJR	ISHARES TR	ADD	+1,107	+56.9%	3,053	$333,662
25	FPL	NEXTERA ENERGY INC	ADD	+6,133	+139.6%	10,527	$730,784
26	-	CHIPOTLE MEXICAN GRILL INC	NEW BUY	+3,660	New	3,660	$205,509
27	IDXX	IDEXX LABS INC	REDUCE	-82	-3.6%	2,224	$1,192,820
28	BAC	BANK AMERICA CORP	REDUCE	-2,000	-9.0%	20,342	$962,583
29	MEDP	MEDPACE HLDGS INC	ADD	+43,753	+134.9%	76,186	$23,911,738
30	HD	HOME DEPOT INC	REDUCE	-514	-0.3%	154,173	$56,526,083
31	SYY	SYSCO CORP	REDUCE	-62,604	-19.0%	266,137	$20,157,216
32	CHRWD	C H ROBINSON WORLDWIDE INC	REDUCE	-2,348	-0.3%	863,550	$82,857,616
33	PII	POLARIS INC	ADD	+29,321	+34.8%	113,536	$4,615,238
34	BA	BOEING CO	REDUCE	-60	-2.4%	2,393	$501,405
35	PANW	PALO ALTO NETWORKS INC	ADD	+10,740	+35.6%	40,931	$8,376,120
36	-	SURMODICS INC	SOLD	-7,626	Exit	-	-
37	-	JAMF HLDG CORP	ADD	+117	+0.0%	399,351	$3,797,828
38	CIEN	CIENA CORP	NEW BUY	+4,000	New	4,000	$325,320
39	UNH	UNITEDHEALTH GROUP INC	ADD	+150,506	+16.6%	1,057,160	$329,802,243
40	COP	CONOCOPHILLIPS	REDUCE	-2,691	-8.5%	28,838	$2,587,922
41	ZMH	ZIMMER BIOMET HOLDINGS INC	REDUCE	-170	-1.2%	14,280	$1,302,479
42	TJX	TJX COS INC NEW	ADD	+23	+0.8%	2,864	$353,675
43	IVV	ISHARES TR	ADD	+484	+10.4%	5,120	$3,178,824
44	GOOGL	ALPHABET INC	ADD	+90	+0.4%	23,877	$4,207,844
45	ECL	ECOLAB INC	ADD	+15,743	+2.0%	788,929	$212,569,094
46	VZ	VERIZON COMMUNICATIONS INC	REDUCE	-14,935	-0.4%	3,413,917	$147,720,189
47	AXGN	AXOGEN INC	ADD	+10,000	+58.8%	27,000	$292,950
48	GLW	CORNING INC	ADD	+3,975	+4.5%	93,220	$4,902,440
49	AMP	AMERIPRISE FINL INC	ADD	+375	+1.4%	28,008	$14,948,710
50	TXN	TEXAS INSTRS INC	ADD	+2,819	+1.2%	230,856	$47,930,323
51	HOG	HARLEY DAVIDSON INC	NEW BUY	+14,000	New	14,000	$330,400
52	BBY	BEST BUY INC	REDUCE	-672,762	-89.6%	78,266	$5,253,997
53	UNP	UNION PAC CORP	REDUCE	-500	-8.9%	5,141	$1,182,841
54	-	ALLETE INC	REDUCE	-650	-13.2%	4,288	$274,732
55	-	CORTEVA INC	SOLD	-8,949	Exit	-	-
56	BMY	BRISTOL-MYERS SQUIBB CO	ADD	+282	+1.1%	26,842	$1,242,516
57	FISV	FISERV INC	ADD	+15,064	+0.9%	1,732,621	$298,721,187
58	TRV	TRAVELERS COMPANIES INC	ADD	+10,720	+15.4%	80,313	$21,486,940
59	HSY	HERSHEY CO	REDUCE	-830	-1.2%	67,015	$11,121,139
60	EMR	EMERSON ELEC CO	ADD	+9,603	+16.3%	68,668	$9,155,504
61	ACN	ACCENTURE PLC IRELAND	ADD	+491	+48.8%	1,498	$447,737
62	37253A	GENTHERM INC	REDUCE	-9,053	-6.0%	142,939	$4,043,744
63	SOLV	SOLVENTUM CORP	ADD	+38,957	+111.2%	74,000	$5,612,160
64	PFG	PRINCIPAL FINANCIAL GROUP IN	REDUCE	-429,146	-54.2%	362,798	$28,817,034
65	HRL	HORMEL FOODS CORP	REDUCE	-51,390	-1.2%	4,220,403	$127,667,191
66	-	NEOGENOMICS INC	NEW BUY	+15,000	New	15,000	$109,650
67	TTC	TORO CO	REDUCE	-1,719	-0.0%	3,649,717	$257,961,970
68	OSK	OSHKOSH CORP	REDUCE	-4,230	-10.1%	37,790	$4,290,677
69	MO	ALTRIA GROUP INC	ADD	+102	+2.0%	5,156	$302,308
70	WEC	WEC ENERGY GROUP INC	ADD	+103,447	+7.4%	1,492,528	$155,521,418
71	LLY	ELI LILLY & CO	ADD	+534	+0.1%	365,327	$284,783,356
72	MA	MASTERCARD INCORPORATED	ADD	+50	+4.9%	1,064	$597,904
73	DIS	DISNEY WALT CO	REDUCE	-3,388	-1.1%	311,433	$38,620,809
74	MMC	MARSH & MCLENNAN COS INC	REDUCE	-75	-5.2%	1,374	$300,411
75	EPD	ENTERPRISE PRODS PARTNERS L	NEW BUY	+8,600	New	8,600	$266,686
76	IDA	IDACORP INC	NEW BUY	+244,510	New	244,510	$28,228,680
77	CLFD	CLEARFIELD INC	REDUCE	-89,986	-10.6%	762,234	$33,088,578
78	CRM	SALESFORCE INC	REDUCE	-1,014	-0.4%	253,841	$69,219,902
79	NVS	NOVARTIS AG	NEW BUY	+1,795	New	1,795	$217,213
80	V	VISA INC	REDUCE	-29,117	-3.5%	794,996	$282,263,277
81	-	DUPONT DE NEMOURS INC	SOLD	-10,081	Exit	-	-
82	CASY	CASEYS GEN STORES INC	REDUCE	-20,570	-15.3%	113,916	$58,127,917
83	PJC	PIPER SANDLER COMPANIES	ADD	+2,227	+0.9%	246,834	$68,605,042
84	AMD	ADVANCED MICRO DEVICES INC	REDUCE	-265	-13.0%	1,773	$251,589
85	MSI	MOTOROLA SOLUTIONS INC	REDUCE	-2,499	-0.5%	475,106	$199,763,069
86	IAU	ISHARES GOLD TR	NEW BUY	+3,525	New	3,525	$219,819
87	-	DOW INC	SOLD	-10,801	Exit	-	-
88	KHC	KRAFT HEINZ CO	ADD	+9,711	+0.4%	2,381,893	$61,500,477
89	VV	VANGUARD INDEX FDS	REDUCE	-4	-0.5%	817	$233,090
90	AVGO	BROADCOM INC	REDUCE	-179	-5.3%	3,201	$882,356
91	CGNX	COGNEX CORP	ADD	+66,418	+104.8%	129,777	$4,116,526
92	BRKB	BERKSHIRE HATHAWAY INC DEL	ADD	+1,488	+6.0%	26,092	$12,674,711
93	HBAN	HUNTINGTON BANCSHARES INC	REDUCE	-6,900	-19.9%	27,703	$464,302
94	BK	BANK NEW YORK MELLON CORP	NEW BUY	+5,888	New	5,888	$536,456
95	HUBG	HUB GROUP INC	REDUCE	-2,050	-0.7%	277,099	$9,263,420
96	BDX	BECTON DICKINSON & CO	REDUCE	-65	-0.9%	7,155	$1,232,449
97	MMM	3M CO	ADD	+146,254	+73.8%	344,366	$52,426,222
98	-	SPDR S&P MIDCAP 400 ETF TR	NEW BUY	+865	New	865	$490,005
99	MGPI	MGP INGREDIENTS INC NEW	ADD	+14,206	+8.8%	175,774	$5,267,947
100	VTI	VANGUARD INDEX FDS	SOLD	-2,585	Exit	-	-
101	BKH	BLACK HILLS CORP	REDUCE	-15,552	-12.4%	109,398	$6,137,228
102	-	PATTERSON COS INC	SOLD	-9,150	Exit	-	-
103	BMO	BANK MONTREAL QUE	REDUCE	-100	-1.5%	6,746	$746,310
104	GGG	GRACO INC	ADD	+52,607	+1.3%	3,976,890	$341,893,211
105	JBTM	JBT MAREL CORPORATION	REDUCE	-9,264	-9.3%	89,864	$10,807,045
106	WMT	WALMART INC	ADD	+1,149	+7.6%	16,182	$1,582,276
107	PM	PHILIP MORRIS INTL INC	ADD	+37	+1.4%	2,637	$480,277
108	QQQ	INVESCO QQQ TR	ADD	+109	+6.8%	1,721	$949,372
109	-	TACTILE SYS TECHNOLOGY INC	NEW BUY	+12,500	New	12,500	$126,750
110	KO	COCA COLA CO	ADD	+2,716	+13.0%	23,611	$1,670,478
111	AMT	AMERICAN TOWER CORP NEW	ADD	+40	+2.0%	2,060	$455,301
112	SNA	SNAP ON INC	ADD	+3	+0.1%	3,588	$1,116,514
113	PSX	PHILLIPS 66	REDUCE	-3,631	-35.3%	6,656	$794,061
114	PFE	PFIZER INC	ADD	+3,870	+5.3%	77,459	$1,877,606
115	-	OTIS WORLDWIDE CORP	REDUCE	-76	-3.4%	2,128	$210,715
116	WTFC	WINTRUST FINL CORP	REDUCE	-14,695	-22.5%	50,680	$6,283,306
117	JNJ	JOHNSON & JOHNSON	ADD	+11,448	+1.1%	1,010,469	$154,349,129
118	MOS	MOSAIC CO NEW	ADD	+1,000	+3.3%	31,280	$1,141,094
119	NSC	NORFOLK SOUTHN CORP	REDUCE	-118	-3.7%	3,054	$781,732
120	-	MAGNITE INC	NEW BUY	+10,000	New	10,000	$241,200
121	NVDA	NVIDIA CORPORATION	ADD	+10,957	+0.2%	5,812,871	$918,375,438
122	QCOM	QUALCOMM INC	REDUCE	-15,761	-1.7%	934,161	$148,774,481
123	NKE	NIKE INC	ADD	+679	+18.3%	4,382	$311,297
124	SCHW	SCHWAB CHARLES CORP	REDUCE	-169,920	-33.5%	337,277	$30,773,153
125	META	META PLATFORMS INC	ADD	+193,254	+757.7%	218,761	$161,465,306
126	ADP	AUTOMATIC DATA PROCESSING IN	REDUCE	-6,777	-6.3%	101,383	$31,266,517
127	HON	HONEYWELL INTL INC	REDUCE	-15,754	-5.1%	293,197	$68,279,613
128	GE	GE AEROSPACE	ADD	+978	+14.3%	7,825	$2,014,077
129	VO	VANGUARD INDEX FDS	ADD	+200	+9.8%	2,238	$626,260
130	-	NEOGEN CORP	SOLD	-455,289	Exit	-	-
131	JPM	JPMORGAN CHASE & CO.	REDUCE	-161,804	-9.7%	1,500,966	$435,145,053
132	TNC	TENNANT CO	REDUCE	-68,752	-4.8%	1,352,658	$104,803,942
133	HWKN	HAWKINS INC	ADD	+100	+0.8%	13,420	$1,906,982
134	VB	VANGUARD INDEX FDS	ADD	+308	+24.4%	1,568	$371,655
135	RTX	RTX CORPORATION	ADD	+2,418	+36.3%	9,071	$1,324,547
136	ROK	ROCKWELL AUTOMATION INC	REDUCE	-5,539	-1.3%	412,922	$137,160,294
137	AMCR	AMCOR PLC	REDUCE	-10,533	-8.9%	107,557	$988,449
138	T	AT&T INC	ADD	+36	+0.3%	11,327	$327,803
139	ITW	ILLINOIS TOOL WKS INC	ADD	+60	+3.5%	1,759	$434,913
140	GBCI	GLACIER BANCORP INC NEW	REDUCE	-29,834	-23.2%	98,971	$4,263,671
141	MSA	MSA SAFETY INC	REDUCE	-20	-1.3%	1,470	$246,269
142	TSM	TAIWAN SEMICONDUCTOR MFG LTD	ADD	+49,169	+12.4%	446,826	$101,201,621
143	SNE	SONY GROUP CORP	NEW BUY	+8,175	New	8,175	$212,795
144	PG	PROCTER AND GAMBLE CO	REDUCE	-4,993	-3.1%	156,286	$24,899,429
145	SPY	SPDR S&P 500 ETF TR	ADD	+18,846	+210.7%	27,790	$17,170,098
146	QCRH	QCR HOLDINGS INC	REDUCE	-2,389	-2.0%	117,624	$7,986,670
147	GOOG	ALPHABET INC	REDUCE	-246,266	-12.0%	1,801,827	$319,626,023
148	VUG	VANGUARD INDEX FDS	REDUCE	-70	-5.6%	1,178	$516,435
149	MDT	MEDTRONIC PLC	REDUCE	-82,893	-15.4%	455,290	$39,687,618
150	INSP	INSPIRE MED SYS INC	REDUCE	-2,972	-4.2%	67,804	$8,798,925
151	BSX	BOSTON SCIENTIFIC CORP	ADD	+98	+1.0%	10,409	$1,118,031
152	XLK	SELECT SECTOR SPDR TR	ADD	+59	+1.4%	4,246	$1,075,266
153	CB	CHUBB LIMITED	ADD	+123	+5.2%	2,466	$714,450
154	ENTG	ENTEGRIS INC	ADD	+179,846	+19.2%	1,118,039	$90,169,845
155	RDNT	RADNET INC	NEW BUY	+57,731	New	57,731	$3,285,471
156	KNF	KNIFE RIVER CORP	REDUCE	-13,104	-10.3%	113,916	$9,300,102
157	CWAN	CLEARWATER ANALYTICS HLDGS I	ADD	+130	+0.1%	94,140	$2,064,490
158	AMZN	AMAZON COM INC	ADD	+95,244	+4.0%	2,492,861	$546,908,775
159	DHR	DANAHER CORPORATION	ADD	+3	+0.3%	1,169	$230,924
160	TGT	TARGET CORP	REDUCE	-121,426	-28.7%	301,699	$29,762,522
161	CTAS	CINTAS CORP	ADD	+849	+5.1%	17,653	$3,934,324
162	GIS	GENERAL MLS INC	ADD	+10,405	+9.5%	119,611	$6,197,046
163	RF	REGIONS FINANCIAL CORP NEW	REDUCE	-805	-7.6%	9,740	$229,085
164	-	ISHARES TR	NEW BUY	+13,886	New	13,886	$324,446
165	TECH	BIO-TECHNE CORP	ADD	+64,585	+2.4%	2,716,378	$139,757,638
166	ZTS	ZOETIS INC	ADD	+146	+10.9%	1,490	$232,366
167	ABT	ABBOTT LABS	REDUCE	-115,047	-11.3%	901,941	$122,673,099
168	LTH	LIFE TIME GROUP HOLDINGS INC	ADD	+25,745	+20.5%	151,215	$4,586,351
169	ADBE	ADOBE INC	ADD	+64	+3.1%	2,127	$822,894
170	IBM	INTERNATIONAL BUSINESS MACHS	ADD	+2,395	+173.7%	3,774	$1,112,500
171	WMI	WASTE MGMT INC DEL	REDUCE	-40	-3.5%	1,088	$248,956
172	CVX	CHEVRON CORP NEW	ADD	+1,874	+9.2%	22,183	$3,176,384
173	CFR	CULLEN FROST BANKERS INC	REDUCE	-16,492	-27.5%	43,428	$5,582,235
174	ALRS	ALERUS FINL CORP	ADD	+203	+0.2%	97,867	$2,117,842
175	COST	COSTCO WHSL CORP NEW	ADD	+488	+18.1%	3,188	$3,155,929
176	PLXS	PLEXUS CORP	REDUCE	-5,937	-9.5%	56,533	$7,649,480
177	NTRS	NORTHERN TR CORP	ADD	+300	+14.0%	2,440	$309,368
178	LOW	LOWES COS INC	ADD	+176	+2.6%	7,000	$1,553,090
179	BIL	SPDR SERIES TRUST	NEW BUY	+2,431	New	2,431	$222,996
180	XEL	XCEL ENERGY INC	ADD	+2,117	+0.6%	376,431	$25,634,983
181	-	COLGATE PALMOLIVE CO	NEW BUY	+2,224	New	2,224	$202,162
182	ASB	ASSOCIATED BANC CORP	REDUCE	-35,781	-10.7%	297,935	$7,266,635
183	SLB	SCHLUMBERGER LTD	SOLD	-5,500	Exit	-	-
184	CAT	CATERPILLAR INC	ADD	+2,808	+17.0%	19,361	$7,516,134
185	SHW	SHERWIN WILLIAMS CO	REDUCE	-10,718	-2.3%	460,613	$158,156,120
186	AAPL	APPLE INC	REDUCE	-213,024	-15.7%	1,142,568	$234,420,598
187	LFUS	LITTELFUSE INC	REDUCE	-16,963	-1.9%	866,464	$196,453,383
188	FUL	FULLER H B CO	ADD	+7,857	+0.3%	2,448,249	$147,262,179
189	AMGN	AMGEN INC	ADD	+877	+17.7%	5,838	$1,630,028
190	-	AZEK CO INC	REDUCE	-228,159	-90.5%	23,927	$1,300,432
191	-	ISHARES TR	REDUCE	-2,175	-50.8%	2,105	$279,570
192	ONB	OLD NATL BANCORP IND	REDUCE	-106,441	-12.6%	740,125	$15,794,268
193	UPS	UNITED PARCEL SERVICE INC	REDUCE	-6,155	-12.7%	42,312	$4,270,989
194	ADSK	AUTODESK INC	ADD	+1	+0.1%	801	$247,966
195	EXAS	EXACT SCIENCES CORP	ADD	+12,780	+20.7%	74,475	$3,957,602
196	PNR	PENTAIR PLC	REDUCE	-97	-0.2%	62,413	$6,407,319
197	XOM	EXXON MOBIL CORP	ADD	+10,460	+43.7%	34,373	$3,705,409
198	INTC	INTEL CORP	ADD	+1,395	+10.5%	14,681	$328,854
199	AXP	AMERICAN EXPRESS CO	REDUCE	-3,129	-1.6%	189,988	$60,602,471
200	VIG	VANGUARD SPECIALIZED FUNDS	ADD	+1,664	+57.7%	4,546	$930,430
201	BRKA	BERKSHIRE HATHAWAY INC DEL	REDUCE	-1	-16.7%	5	$3,644,000
202	SKYT	SKYWATER TECHNOLOGY INC	ADD	+22,750	+16.1%	163,920	$1,612,973
203	WFC	WELLS FARGO CO NEW	REDUCE	-10,389	-0.5%	2,174,403	$174,213,175
204	WY	WEYERHAEUSER CO MTN BE	ADD	+1,170	+3.2%	37,601	$965,970
205	IBTG	ISHARES TR	NEW BUY	+14,255	New	14,255	$326,867
206	PEP	PEPSICO INC	ADD	+2,026	+27.0%	9,536	$1,259,133
207	DCI	DONALDSON INC	REDUCE	-290,644	-25.9%	829,505	$57,526,140
208	SYK	STRYKER CORPORATION	ADD	+25	+0.6%	4,436	$1,755,015
209	USB	US BANCORP DEL	REDUCE	-997,454	-48.2%	1,070,161	$48,424,784
210	AIR	AAR CORP	REDUCE	-23,956	-13.3%	156,076	$10,736,468
211	CAH	CARDINAL HEALTH INC	NEW BUY	+2,121	New	2,121	$356,328
212	CSCO	CISCO SYS INC	ADD	+1,210	+6.4%	20,041	$1,390,445
213	MINN	TRUST FOR PROFESSIONAL MANAG	NEW BUY	+206,186	New	206,186	$4,479,205
214	TMO	THERMO FISHER SCIENTIFIC INC	ADD	+310	+23.7%	1,616	$655,223
215	BMI	BADGER METER INC	REDUCE	-4,513	-3.9%	111,377	$27,281,913
216	VEU	VANGUARD INTL EQUITY INDEX F	REDUCE	-200	-5.9%	3,178	$213,625
217	BAX	BAXTER INTL INC	ADD	+975	+3.2%	31,421	$951,428
218	ORCL	ORACLE CORP	ADD	+490	+3.6%	14,275	$3,120,943

#	Ticker	Issuer	Action	Share Change	% Change	Shares Held	Value ($)
1	UFCS	UNITED FIRE GROUP INC	REDUCE	-2,000	-14.2%	12,108	$356,702
2	-	GALLAGHER ARTHUR J & CO	REDUCE	-976	-55.0%	800	$276,192
3	WK	WORKIVA INC	ADD	+4,794	+0.7%	738,824	$56,084,130
4	-	AIR PRODS & CHEMS INC	SOLD	-1,175	Exit	-	-
5	NWE	NORTHWESTERN ENERGY GROUP IN	REDUCE	-13,110	-9.6%	123,885	$7,169,225
6	ULTA	ULTA BEAUTY INC	ADD	+366	+0.5%	72,148	$26,445,128
7	-	HP INC	SOLD	-6,593	Exit	-	-
8	AMAT	APPLIED MATLS INC	REDUCE	-100	-1.3%	7,377	$1,070,550
9	LNT	ALLIANT ENERGY CORP	REDUCE	-869,329	-22.2%	3,044,638	$195,922,455
10	GEV	GE VERNOVA INC	REDUCE	-278	-28.1%	713	$217,665
11	AWK	AMERICAN WTR WKS CO INC NEW	REDUCE	-224	-4.2%	5,109	$753,680
12	MRK	MERCK & CO INC	REDUCE	-741	-1.4%	53,159	$4,771,552
13	NEM	NEWMONT CORP	NEW BUY	+5,000	New	5,000	$241,400
14	GNRC	GENERAC HLDGS INC	REDUCE	-14,287	-8.5%	153,397	$19,427,730
15	ABBV	ABBVIE INC	REDUCE	-3,808	-8.3%	41,962	$8,791,878
16	FAST	FASTENAL CO	REDUCE	-19,576	-0.7%	2,689,855	$208,598,279
17	KMB	KIMBERLY-CLARK CORP	REDUCE	-671	-6.6%	9,483	$1,348,672
18	MCD	MCDONALDS CORP	REDUCE	-3,053	-18.6%	13,325	$4,162,247
19	EFA	ISHARES TR	NEW BUY	+11,571	New	11,571	$945,711
20	MSFT	MICROSOFT CORP	ADD	+26,838	+1.4%	1,996,217	$749,360,074
21	NVT	NVENT ELECTRIC PLC	REDUCE	-8,995	-0.4%	2,352,460	$123,315,935
22	IJR	ISHARES TR	REDUCE	-1,062	-35.3%	1,946	$203,493
23	FPL	NEXTERA ENERGY INC	REDUCE	-5,646	-56.2%	4,394	$311,491
24	-	CHIPOTLE MEXICAN GRILL INC	SOLD	-3,660	Exit	-	-
25	-	COMCAST CORP NEW	SOLD	-5,392	Exit	-	-
26	IDXX	IDEXX LABS INC	REDUCE	-96	-4.0%	2,306	$968,405
27	BAC	BANK AMERICA CORP	REDUCE	-250	-1.1%	22,342	$932,332
28	MEDP	MEDPACE HLDGS INC	ADD	+25	+0.1%	32,433	$9,882,011
29	HD	HOME DEPOT INC	REDUCE	-6,126	-3.8%	154,687	$56,691,301
30	SYY	SYSCO CORP	REDUCE	-80,571	-19.7%	328,741	$24,668,725
31	CHRWD	C H ROBINSON WORLDWIDE INC	ADD	+12,357	+1.4%	865,898	$88,667,948
32	PII	POLARIS INC	ADD	+27,464	+48.4%	84,215	$3,447,762
33	BA	BOEING CO	ADD	+171	+7.5%	2,453	$418,422
34	PANW	PALO ALTO NETWORKS INC	ADD	+835	+2.8%	30,191	$5,151,792
35	-	JAMF HLDG CORP	ADD	+253	+0.1%	399,234	$4,850,693
36	-	BROADRIDGE FINL SOLUTIONS IN	SOLD	-1,350	Exit	-	-
37	UNH	UNITEDHEALTH GROUP INC	ADD	+38,247	+4.4%	906,654	$474,860,095
38	COP	CONOCOPHILLIPS	ADD	+2,155	+7.3%	31,529	$3,311,176
39	ZMH	ZIMMER BIOMET HOLDINGS INC	REDUCE	-250	-1.7%	14,450	$1,635,451
40	IVV	ISHARES TR	REDUCE	-15	-0.3%	4,636	$2,604,802
41	GOOGL	ALPHABET INC	REDUCE	-2,104	-8.1%	23,787	$3,678,422
42	ECL	ECOLAB INC	REDUCE	-10,123	-1.3%	773,186	$196,018,013
43	VZ	VERIZON COMMUNICATIONS INC	REDUCE	-20,628	-0.6%	3,428,852	$155,532,727
44	GLW	CORNING INC	REDUCE	-3,025	-3.3%	89,245	$4,085,636
45	AMP	AMERIPRISE FINL INC	REDUCE	-528	-1.9%	27,633	$13,377,412
46	TXN	TEXAS INSTRS INC	REDUCE	-1,774	-0.8%	228,037	$40,978,249
47	-	ALLETE INC	REDUCE	-1,830	-27.0%	4,938	$324,427
48	BBY	BEST BUY INC	ADD	+4,984	+0.7%	751,028	$55,283,171
49	UNP	UNION PAC CORP	ADD	+375	+7.1%	5,641	$1,332,630
50	-	CORTEVA INC	REDUCE	-481	-5.1%	8,949	$563,161
51	HOG	HARLEY DAVIDSON INC	SOLD	-7,000	Exit	-	-
52	BMY	BRISTOL-MYERS SQUIBB CO	ADD	+398	+1.5%	26,560	$1,619,894
53	FISV	FISERV INC	REDUCE	-153,852	-8.2%	1,717,557	$379,288,112
54	TRV	TRAVELERS COMPANIES INC	REDUCE	-4,585	-6.2%	69,593	$18,404,565
55	HSY	HERSHEY CO	REDUCE	-10,501	-13.4%	67,845	$11,603,530
56	EMR	EMERSON ELEC CO	REDUCE	-4,813	-7.5%	59,065	$6,475,887
57	ACN	ACCENTURE PLC IRELAND	ADD	+119	+13.4%	1,007	$314,224
58	37253A	GENTHERM INC	REDUCE	-37,636	-19.8%	151,992	$4,064,266
59	SOLV	SOLVENTUM CORP	REDUCE	-330	-0.9%	35,043	$2,664,670
60	PFG	PRINCIPAL FINANCIAL GROUP IN	REDUCE	-31,534	-3.8%	791,944	$66,816,304
61	HRL	HORMEL FOODS CORP	ADD	+13,228	+0.3%	4,271,793	$132,169,275
62	-	HIMAX TECHNOLOGIES INC	NEW BUY	+10,550	New	10,550	$77,543
63	-	CARRIER GLOBAL CORPORATION	REDUCE	-621	-16.1%	3,246	$205,796
64	TTC	TORO CO	ADD	+57,954	+1.6%	3,651,436	$265,641,974
65	OSK	OSHKOSH CORP	REDUCE	-8,240	-16.4%	42,020	$3,953,242
66	MO	ALTRIA GROUP INC	ADD	+3	+0.1%	5,054	$303,328
67	WEC	WEC ENERGY GROUP INC	ADD	+625,323	+81.9%	1,389,081	$151,382,047
68	LLY	ELI LILLY & CO	ADD	+25,526	+7.5%	364,793	$301,286,187
69	DIS	DISNEY WALT CO	REDUCE	-13,766	-4.2%	314,821	$31,072,835
70	MMC	MARSH & MCLENNAN COS INC	ADD	+75	+5.5%	1,449	$353,599
71	CLFD	CLEARFIELD INC	ADD	+433,014	+103.3%	852,220	$25,327,978
72	CRM	SALESFORCE INC	ADD	+13,464	+5.6%	254,855	$68,392,888
73	V	VISA INC	REDUCE	-11,212	-1.3%	824,113	$288,818,686
74	-	DUPONT DE NEMOURS INC	REDUCE	-618	-5.8%	10,081	$752,849
75	CASY	CASEYS GEN STORES INC	REDUCE	-3,263	-2.4%	134,486	$58,372,303
76	PJC	PIPER SANDLER COMPANIES	ADD	+2,985	+1.2%	244,607	$60,579,370
77	AMD	ADVANCED MICRO DEVICES INC	REDUCE	-95	-4.5%	2,038	$209,384
78	MSI	MOTOROLA SOLUTIONS INC	REDUCE	-6,933	-1.4%	477,605	$209,100,245
79	-	DOW INC	REDUCE	-818	-7.0%	10,801	$377,171
80	KHC	KRAFT HEINZ CO	ADD	+985,915	+71.1%	2,372,182	$72,185,498
81	AVGO	BROADCOM INC	ADD	+130	+4.0%	3,380	$565,913
82	-	TESLA INC	SOLD	-992	Exit	-	-
83	CGNX	COGNEX CORP	NEW BUY	+63,359	New	63,359	$1,889,999
84	BRKB	BERKSHIRE HATHAWAY INC DEL	REDUCE	-1,389	-5.3%	24,604	$13,103,598
85	HBAN	HUNTINGTON BANCSHARES INC	REDUCE	-1,525	-4.2%	34,603	$519,391
86	-	THE TRADE DESK INC	SOLD	-2,782	Exit	-	-
87	HUBG	HUB GROUP INC	REDUCE	-4,150	-1.5%	279,149	$10,375,968
88	BDX	BECTON DICKINSON & CO	REDUCE	-406	-5.3%	7,220	$1,653,813
89	MMM	3M CO	REDUCE	-2,419	-1.2%	198,112	$29,094,677
90	-	SPDR S&P MIDCAP 400 ETF TR	SOLD	-1,035	Exit	-	-
91	MGPI	MGP INGREDIENTS INC NEW	ADD	+9,080	+6.0%	161,568	$4,746,868
92	BKH	BLACK HILLS CORP	REDUCE	-15,395	-11.0%	124,950	$7,578,218
93	-	PATTERSON COS INC	REDUCE	-8,000	-46.6%	9,150	$285,846
94	GGG	GRACO INC	REDUCE	-32,920	-0.8%	3,924,283	$327,716,848
95	JBTM	JBT MAREL CORPORATION	REDUCE	-31,254	-24.0%	99,128	$12,113,442
96	WMT	WALMART INC	ADD	+1,780	+13.4%	15,033	$1,319,747
97	PM	PHILIP MORRIS INTL INC	REDUCE	-474	-15.4%	2,600	$412,698
98	QQQ	INVESCO QQQ TR	REDUCE	-210	-11.5%	1,612	$755,899
99	KO	COCA COLA CO	ADD	+630	+3.1%	20,895	$1,496,500
100	SNA	SNAP ON INC	REDUCE	-750	-17.3%	3,585	$1,208,181
101	PSX	PHILLIPS 66	ADD	+2,171	+26.7%	10,287	$1,270,239
102	DE	DEERE & CO	REDUCE	-60	-8.9%	617	$289,589
103	PFE	PFIZER INC	REDUCE	-5,713	-7.2%	73,589	$1,864,745
104	-	OTIS WORLDWIDE CORP	REDUCE	-159	-6.7%	2,204	$227,453
105	WTFC	WINTRUST FINL CORP	REDUCE	-20,760	-24.1%	65,375	$7,352,073
106	JNJ	JOHNSON & JOHNSON	REDUCE	-26,355	-2.6%	999,021	$165,677,631
107	NSC	NORFOLK SOUTHN CORP	ADD	+125	+4.1%	3,172	$751,288
108	NVDA	NVIDIA CORPORATION	REDUCE	-83,078	-1.4%	5,801,914	$628,811,464
109	QCOM	QUALCOMM INC	REDUCE	-368,523	-28.0%	949,922	$145,917,518
110	NKE	NIKE INC	ADD	+263	+7.6%	3,703	$235,066
111	SCHW	SCHWAB CHARLES CORP	REDUCE	-590,359	-53.8%	507,197	$39,703,381
112	META	META PLATFORMS INC	REDUCE	-805	-3.1%	25,507	$14,701,215
113	ADP	AUTOMATIC DATA PROCESSING IN	REDUCE	-254	-0.2%	108,160	$33,046,125
114	HON	HONEYWELL INTL INC	REDUCE	-46,559	-13.1%	308,951	$65,420,280
115	GE	GE AEROSPACE	REDUCE	-1,093	-13.8%	6,847	$1,370,427
116	-	NEOGEN CORP	REDUCE	-11,519	-2.5%	455,289	$3,947,355
117	VO	VANGUARD INDEX FDS	ADD	+660	+47.9%	2,038	$527,068
118	JPM	JPMORGAN CHASE & CO.	REDUCE	-51,519	-3.0%	1,662,770	$407,877,481
119	TNC	TENNANT CO	ADD	+1,715	+0.1%	1,421,410	$113,357,448
120	VB	VANGUARD INDEX FDS	NEW BUY	+1,260	New	1,260	$279,379
121	TT	TRANE TECHNOLOGIES PLC	REDUCE	-533	-29.4%	1,281	$431,595
122	RTX	RTX CORPORATION	REDUCE	-1,799	-21.3%	6,653	$881,256
123	ROK	ROCKWELL AUTOMATION INC	REDUCE	-348	-0.1%	418,461	$108,121,948
124	T	AT&T INC	REDUCE	-1,552	-12.1%	11,291	$319,309
125	GBCI	GLACIER BANCORP INC NEW	REDUCE	-23,075	-15.2%	128,805	$5,695,757
126	-	VANGUARD SCOTTSDALE FDS	REDUCE	-406	-28.3%	1,031	$261,730
127	MSA	MSA SAFETY INC	ADD	+20	+1.4%	1,490	$218,568
128	TSM	TAIWAN SEMICONDUCTOR MFG LTD	NEW BUY	+397,657	New	397,657	$66,011,062
129	OKLO	OKLO INC	ADD	+1,561	+10.8%	15,971	$345,453
130	PG	PROCTER AND GAMBLE CO	REDUCE	-10,590	-6.2%	161,279	$27,485,107
131	-	ROSS STORES INC	SOLD	-1,513	Exit	-	-
132	-	REPUBLIC SVCS INC	SOLD	-2,100	Exit	-	-
133	QCRH	QCR HOLDINGS INC	ADD	+75	+0.1%	120,013	$8,559,327
134	SPY	SPDR S&P 500 ETF TR	REDUCE	-72	-0.8%	8,944	$5,003,227
135	GOOG	ALPHABET INC	REDUCE	-129,271	-5.9%	2,048,093	$319,973,597
136	VUG	VANGUARD INDEX FDS	ADD	+120	+10.6%	1,248	$462,783
137	MDT	MEDTRONIC PLC	REDUCE	-237,176	-30.6%	538,183	$48,361,113
138	INSP	INSPIRE MED SYS INC	ADD	+6,105	+9.4%	70,776	$11,273,201
139	XLK	SELECT SECTOR SPDR TR	REDUCE	-2,172	-34.2%	4,187	$864,574
140	-	ALTAIR ENGR INC	SOLD	-4,431	Exit	-	-
141	ENTG	ENTEGRIS INC	REDUCE	-80	-0.0%	938,193	$82,073,124
142	CWAN	CLEARWATER ANALYTICS HLDGS I	ADD	+35,170	+59.8%	94,010	$2,519,468
143	KNF	KNIFE RIVER CORP	ADD	+85	+0.1%	127,020	$11,458,474
144	AMZN	AMAZON COM INC	ADD	+34,129	+1.4%	2,397,617	$456,170,610
145	DHR	DANAHER CORPORATION	NEW BUY	+1,166	New	1,166	$239,030
146	TGT	TARGET CORP	REDUCE	-23,865	-5.3%	423,125	$44,157,277
147	CTAS	CINTAS CORP	ADD	+1,884	+12.6%	16,804	$3,453,726
148	GIS	GENERAL MLS INC	REDUCE	-13,846	-11.3%	109,206	$6,529,427
149	RF	REGIONS FINANCIAL CORP NEW	ADD	+805	+8.3%	10,545	$229,143
150	-	ARCADIUM LITHIUM PLC	SOLD	-13,925	Exit	-	-
151	TECH	BIO-TECHNE CORP	REDUCE	-21,975	-0.8%	2,651,793	$155,474,612
152	ZTS	ZOETIS INC	REDUCE	-196	-12.7%	1,344	$221,290
153	ABT	ABBOTT LABS	REDUCE	-59,927	-5.6%	1,016,988	$134,903,427
154	LTH	LIFE TIME GROUP HOLDINGS INC	ADD	+14,250	+12.8%	125,470	$3,789,194
155	ADBE	ADOBE INC	ADD	+113	+5.8%	2,063	$791,222
156	IBM	INTERNATIONAL BUSINESS MACHS	ADD	+262	+23.5%	1,379	$342,902
157	WMI	WASTE MGMT INC DEL	ADD	+90	+8.7%	1,128	$261,143
158	CVX	CHEVRON CORP NEW	REDUCE	-815	-3.9%	20,309	$3,397,493
159	CFR	CULLEN FROST BANKERS INC	REDUCE	-13,481	-18.4%	59,920	$7,501,984
160	ALRS	ALERUS FINL CORP	REDUCE	-10	-0.0%	97,664	$1,802,877
161	COST	COSTCO WHSL CORP NEW	REDUCE	-39	-1.4%	2,700	$2,553,606
162	PLXS	PLEXUS CORP	REDUCE	-19,439	-23.7%	62,470	$8,004,281
163	NTRS	NORTHERN TR CORP	REDUCE	-100	-4.5%	2,140	$211,111
164	LOW	LOWES COS INC	REDUCE	-56	-0.8%	6,824	$1,591,562
165	XEL	XCEL ENERGY INC	REDUCE	-975	-0.3%	374,314	$26,497,721
166	-	COLGATE PALMOLIVE CO	SOLD	-2,686	Exit	-	-
167	ASB	ASSOCIATED BANC CORP	REDUCE	-32,861	-9.0%	333,716	$7,518,621
168	CAT	CATERPILLAR INC	REDUCE	-140	-0.8%	16,553	$5,459,179
169	SHW	SHERWIN WILLIAMS CO	REDUCE	-10,450	-2.2%	471,331	$164,584,128
170	AAPL	APPLE INC	ADD	+2,006	+0.1%	1,355,592	$301,117,629
171	LFUS	LITTELFUSE INC	ADD	+8,046	+0.9%	883,427	$173,805,428
172	FUL	FULLER H B CO	ADD	+229,169	+10.4%	2,440,392	$136,954,800
173	AMGN	AMGEN INC	REDUCE	-646	-11.5%	4,961	$1,545,600
174	-	LOCKHEED MARTIN CORP	SOLD	-503	Exit	-	-
175	-	AZEK CO INC	REDUCE	-32,489	-11.4%	252,086	$12,324,485
176	ONB	OLD NATL BANCORP IND	REDUCE	-104,796	-11.0%	846,566	$17,938,734
177	UPS	UNITED PARCEL SERVICE INC	REDUCE	-16,062	-24.9%	48,467	$5,330,902
178	EXAS	EXACT SCIENCES CORP	ADD	+1,285	+2.1%	61,695	$2,670,777
179	PNR	PENTAIR PLC	REDUCE	-2,730	-4.2%	62,510	$5,468,375
180	XOM	EXXON MOBIL CORP	REDUCE	-8,376	-25.9%	23,913	$2,843,973
181	INTC	INTEL CORP	REDUCE	-831	-5.9%	13,286	$301,725
182	AXP	AMERICAN EXPRESS CO	REDUCE	-17,673	-8.4%	193,117	$51,958,193
183	VIG	VANGUARD SPECIALIZED FUNDS	REDUCE	-723	-20.1%	2,882	$559,079
184	WFC	WELLS FARGO CO NEW	REDUCE	-125,760	-5.4%	2,184,792	$156,846,223
185	-	AVERY DENNISON CORP	SOLD	-2,000	Exit	-	-
186	PEP	PEPSICO INC	REDUCE	-290	-3.7%	7,510	$1,126,049
187	DCI	DONALDSON INC	REDUCE	-189,826	-14.5%	1,120,149	$75,117,161
188	SYK	STRYKER CORPORATION	REDUCE	-864	-16.4%	4,411	$1,641,995
189	USB	US BANCORP DEL	REDUCE	-2,138,623	-50.8%	2,067,615	$87,294,704
190	AIR	AAR CORP	REDUCE	-7,917	-4.2%	180,032	$10,079,992
191	CSCO	CISCO SYS INC	ADD	+942	+5.3%	18,831	$1,162,061
192	TMO	THERMO FISHER SCIENTIFIC INC	REDUCE	-310	-19.2%	1,306	$649,866
193	BMI	BADGER METER INC	REDUCE	-6,011	-4.9%	115,890	$22,048,163
194	VEU	VANGUARD INTL EQUITY INDEX F	NEW BUY	+3,378	New	3,378	$204,909
195	BAX	BAXTER INTL INC	REDUCE	-10,677	-26.0%	30,446	$1,042,167
196	ORCL	ORACLE CORP	ADD	+255	+1.9%	13,785	$1,927,281

#	Ticker	Issuer	Action	Share Change	% Change	Shares Held	Value ($)
1	-	GALLAGHER ARTHUR J & CO	ADD	+276	+18.4%	1,776	$504,118
2	WK	WORKIVA INC	REDUCE	-101,056	-12.1%	734,030	$80,376,285
3	-	AIR PRODS & CHEMS INC	REDUCE	-75	-6.0%	1,175	$340,797
4	NWE	NORTHWESTERN ENERGY GROUP IN	REDUCE	-80	-0.1%	136,995	$7,323,753
5	ULTA	ULTA BEAUTY INC	REDUCE	-1,702	-2.3%	71,782	$31,220,145
6	-	HP INC	ADD	+639	+10.7%	6,593	$215,130
7	LNT	ALLIANT ENERGY CORP	REDUCE	-181,252	-4.4%	3,913,967	$231,472,008
8	GEV	GE VERNOVA INC	ADD	+39	+4.1%	991	$325,970
9	MRK	MERCK & CO INC	ADD	+513	+1.0%	53,900	$5,361,972
10	NEM	NEWMONT CORP	SOLD	-5,000	Exit	-	-
11	GNRC	GENERAC HLDGS INC	REDUCE	-15,231	-8.3%	167,684	$25,999,404
12	ABBV	ABBVIE INC	REDUCE	-976	-2.1%	45,770	$8,133,329
13	FAST	FASTENAL CO	REDUCE	-22,499	-0.8%	2,709,431	$194,835,205
14	KMB	KIMBERLY-CLARK CORP	REDUCE	-680	-6.3%	10,154	$1,330,580
15	BP	BP PLC	ADD	+4,040	+62.2%	10,540	$311,562
16	MCD	MCDONALDS CORP	ADD	+163	+1.0%	16,378	$4,747,741
17	EFA	ISHARES TR	SOLD	-2,792	Exit	-	-
18	MSFT	MICROSOFT CORP	ADD	+14,164	+0.7%	1,969,379	$830,093,227
19	NVT	NVENT ELECTRIC PLC	REDUCE	-23,105	-1.0%	2,361,455	$160,956,749
20	-	DIMENSIONAL ETF TRUST	NEW BUY	+12,527	New	12,527	$317,810
21	IDXX	IDEXX LABS INC	REDUCE	-100	-4.0%	2,402	$993,083
22	BAC	BANK AMERICA CORP	REDUCE	-840	-3.6%	22,592	$992,918
23	MEDP	MEDPACE HLDGS INC	ADD	+2,646	+8.9%	32,408	$10,766,910
24	HD	HOME DEPOT INC	REDUCE	-2,159	-1.3%	160,813	$62,554,719
25	SYY	SYSCO CORP	REDUCE	-333,764	-44.9%	409,312	$31,295,996
26	CHRWD	C H ROBINSON WORLDWIDE INC	ADD	+18,593	+2.2%	853,541	$88,187,849
27	PII	POLARIS INC	REDUCE	-21,988	-27.9%	56,751	$3,269,993
28	BA	BOEING CO	ADD	+157	+7.4%	2,282	$403,979
29	PANW	PALO ALTO NETWORKS INC	ADD	+13,820	+89.0%	29,356	$5,341,618
30	-	JAMF HLDG CORP	REDUCE	-4,475	-1.1%	398,981	$5,605,683
31	UNH	UNITEDHEALTH GROUP INC	REDUCE	-23,255	-2.6%	868,407	$439,292,426
32	COP	CONOCOPHILLIPS	ADD	+2,836	+10.7%	29,374	$2,913,020
33	ZMH	ZIMMER BIOMET HOLDINGS INC	REDUCE	-1,000	-6.4%	14,700	$1,552,761
34	IVV	ISHARES TR	REDUCE	-230	-4.7%	4,651	$2,737,777
35	GOOGL	ALPHABET INC	REDUCE	-3,077	-10.6%	25,891	$4,901,166
36	ECL	ECOLAB INC	REDUCE	-11,370	-1.4%	783,309	$183,544,902
37	SCHF	SCHWAB STRATEGIC TR	ADD	+15,000	+100.0%	30,000	$555,000
38	VZ	VERIZON COMMUNICATIONS INC	REDUCE	-1,339,939	-28.0%	3,449,480	$137,944,705
39	GLW	CORNING INC	REDUCE	-6,916	-7.0%	92,270	$4,384,670
40	AMP	AMERIPRISE FINL INC	ADD	+471	+1.7%	28,161	$14,993,761
41	TXN	TEXAS INSTRS INC	ADD	+3,331	+1.5%	229,811	$43,091,861
42	-	ALLETE INC	REDUCE	-2,920	-30.1%	6,768	$438,566
43	BBY	BEST BUY INC	REDUCE	-186	-0.0%	746,044	$64,010,575
44	UNP	UNION PAC CORP	ADD	+183	+3.6%	5,266	$1,200,859
45	-	CORTEVA INC	NEW BUY	+9,430	New	9,430	$537,133
46	BMY	BRISTOL-MYERS SQUIBB CO	ADD	+180	+0.7%	26,162	$1,479,723
47	FISV	FISERV INC	REDUCE	-22,227	-1.2%	1,871,409	$384,424,837
48	TRV	TRAVELERS COMPANIES INC	REDUCE	-3,277	-4.2%	74,178	$17,868,738
49	HSY	HERSHEY CO	REDUCE	-26,648	-25.4%	78,346	$13,267,895
50	EMR	EMERSON ELEC CO	REDUCE	-1,850	-2.8%	63,878	$7,916,401
51	ACN	ACCENTURE PLC IRELAND	ADD	+114	+14.7%	888	$312,390
52	37253A	GENTHERM INC	ADD	+1,810	+1.0%	189,628	$7,570,898
53	SOLV	SOLVENTUM CORP	REDUCE	-3,981	-10.1%	35,373	$2,336,740
54	PFG	PRINCIPAL FINANCIAL GROUP IN	REDUCE	-46,500	-5.3%	823,478	$63,745,421
55	HRL	HORMEL FOODS CORP	REDUCE	-789,113	-15.6%	4,258,565	$133,591,184
56	TTC	TORO CO	ADD	+162,298	+4.7%	3,593,482	$287,837,889
57	OSK	OSHKOSH CORP	REDUCE	-20	-0.0%	50,260	$4,778,218
58	MO	ALTRIA GROUP INC	ADD	+3	+0.1%	5,051	$264,119
59	WEC	WEC ENERGY GROUP INC	ADD	+759,658	+18528.2%	763,758	$71,823,802
60	LLY	ELI LILLY & CO	REDUCE	-2,694	-0.8%	339,267	$261,914,124
61	MA	MASTERCARD INCORPORATED	ADD	+62	+6.5%	1,014	$533,976
62	DIS	DISNEY WALT CO	REDUCE	-9,225	-2.7%	328,587	$36,588,165
63	CLFD	CLEARFIELD INC	ADD	+129,100	+44.5%	419,206	$12,995,386
64	CRM	SALESFORCE INC	REDUCE	-1,573	-0.6%	241,391	$80,704,253
65	V	VISA INC	ADD	+46,522	+5.9%	835,325	$263,996,241
66	-	DUPONT DE NEMOURS INC	NEW BUY	+10,699	New	10,699	$815,799
67	CASY	CASEYS GEN STORES INC	REDUCE	-650	-0.5%	137,749	$54,580,286
68	-	ISHARES TR	SOLD	-717	Exit	-	-
69	PJC	PIPER SANDLER COMPANIES	REDUCE	-4,206	-1.7%	241,622	$72,474,519
70	SCHB	SCHWAB STRATEGIC TR	ADD	+174,164	+200.0%	261,246	$5,930,284
71	AMD	ADVANCED MICRO DEVICES INC	ADD	+460	+27.5%	2,133	$257,645
72	MSI	MOTOROLA SOLUTIONS INC	REDUCE	-4,214	-0.9%	484,538	$223,968,000
73	-	DOW INC	NEW BUY	+11,619	New	11,619	$466,270
74	KHC	KRAFT HEINZ CO	ADD	+554,492	+66.7%	1,386,267	$42,572,260
75	VV	VANGUARD INDEX FDS	REDUCE	-6	-0.7%	821	$221,424
76	AVGO	BROADCOM INC	REDUCE	-50	-1.5%	3,250	$753,480
77	-	TESLA INC	NEW BUY	+992	New	992	$400,609
78	BRKB	BERKSHIRE HATHAWAY INC DEL	ADD	+946	+3.8%	25,993	$11,782,107
79	-	THE TRADE DESK INC	NEW BUY	+2,782	New	2,782	$326,968
80	HUBG	HUB GROUP INC	REDUCE	-135	-0.0%	283,299	$12,623,803
81	BDX	BECTON DICKINSON & CO	REDUCE	-123	-1.6%	7,626	$1,730,111
82	MMM	3M CO	REDUCE	-8,746	-4.2%	200,531	$25,886,502
83	-	SPDR S&P MIDCAP 400 ETF TR	ADD	+200	+24.0%	1,035	$589,515
84	MGPI	MGP INGREDIENTS INC NEW	ADD	+18,510	+13.8%	152,488	$6,003,453
85	VTI	VANGUARD INDEX FDS	ADD	+1,743	+207.0%	2,585	$749,159
86	BKH	BLACK HILLS CORP	REDUCE	-75	-0.1%	140,345	$8,212,989
87	-	PATTERSON COS INC	REDUCE	-11,700	-40.6%	17,150	$529,249
88	BMO	BANK MONTREAL QUE	REDUCE	-1,000	-12.7%	6,846	$664,404
89	GGG	GRACO INC	ADD	+25,223	+0.6%	3,957,203	$333,552,625
90	JBTM	JOHN BEAN TECHNOLOGIES CORP	REDUCE	-2,900	-2.2%	130,382	$16,571,552
91	WMT	WALMART INC	ADD	+305	+2.4%	13,253	$1,197,409
92	PM	PHILIP MORRIS INTL INC	ADD	+274	+9.8%	3,074	$369,956
93	QQQ	INVESCO QQQ TR	REDUCE	-97	-5.1%	1,822	$931,461
94	-	MONDELEZ INTL INC	SOLD	-3,113	Exit	-	-
95	KO	COCA COLA CO	ADD	+950	+4.9%	20,265	$1,261,699
96	SNA	SNAP ON INC	ADD	+65	+1.5%	4,335	$1,471,646
97	PSX	PHILLIPS 66	ADD	+1,566	+23.9%	8,116	$924,656
98	DE	DEERE & CO	REDUCE	-25	-3.6%	677	$286,845
99	PFE	PFIZER INC	REDUCE	-23,900	-23.2%	79,302	$2,103,882
100	-	OTIS WORLDWIDE CORP	ADD	+435	+22.6%	2,363	$218,837
101	WTFC	WINTRUST FINL CORP	REDUCE	-40	-0.0%	86,135	$10,741,896
102	JNJ	JOHNSON & JOHNSON	REDUCE	-91,304	-8.2%	1,025,376	$148,289,867
103	MOS	MOSAIC CO NEW	REDUCE	-8,720	-22.4%	30,280	$744,282
104	NSC	NORFOLK SOUTHN CORP	ADD	+50	+1.7%	3,047	$715,131
105	NVDA	NVIDIA CORPORATION	REDUCE	-152,098	-2.5%	5,884,992	$790,295,606
106	QCOM	QUALCOMM INC	ADD	+13,259	+1.0%	1,318,445	$202,539,521
107	-	GENUINE PARTS CO	SOLD	-1,575	Exit	-	-
108	NKE	NIKE INC	REDUCE	-200	-5.5%	3,440	$260,305
109	SCHW	SCHWAB CHARLES CORP	REDUCE	-120,727	-9.9%	1,097,556	$81,230,120
110	META	META PLATFORMS INC	ADD	+4,099	+18.5%	26,312	$15,405,939
111	ADP	AUTOMATIC DATA PROCESSING IN	REDUCE	-116	-0.1%	108,414	$31,736,030
112	HON	HONEYWELL INTL INC	REDUCE	-73,815	-17.2%	355,510	$80,306,053
113	GE	GE AEROSPACE	ADD	+226	+2.9%	7,940	$1,324,313
114	-	NEOGEN CORP	ADD	+8,417	+1.8%	466,808	$5,667,048
115	JPM	JPMORGAN CHASE & CO.	REDUCE	-6,083	-0.4%	1,714,289	$410,932,216
116	TNC	TENNANT CO	ADD	+83,613	+6.3%	1,419,695	$115,747,733
117	TT	TRANE TECHNOLOGIES PLC	REDUCE	-20	-1.1%	1,814	$670,001
118	RTX	RTX CORPORATION	REDUCE	-200	-2.3%	8,452	$978,065
119	ROK	ROCKWELL AUTOMATION INC	ADD	+4,461	+1.1%	418,809	$119,691,418
120	AMCR	AMCOR PLC	REDUCE	-2,800	-2.3%	118,090	$1,111,227
121	T	AT&T INC	REDUCE	-690	-5.1%	12,843	$292,435
122	GBCI	GLACIER BANCORP INC NEW	REDUCE	-75	-0.0%	151,880	$7,627,414
123	-	VANGUARD SCOTTSDALE FDS	REDUCE	-556	-27.9%	1,437	$383,277
124	OKLO	OKLO INC	ADD	+410	+2.9%	14,410	$305,924
125	PG	PROCTER AND GAMBLE CO	ADD	+3,327	+2.0%	171,869	$28,813,779
126	QCRH	QCR HOLDINGS INC	REDUCE	-65	-0.1%	119,938	$9,671,800
127	SPY	SPDR S&P 500 ETF TR	REDUCE	-372	-4.0%	9,016	$5,284,142
128	GOOG	ALPHABET INC	REDUCE	-566,101	-20.6%	2,177,364	$414,657,129
129	MDT	MEDTRONIC PLC	REDUCE	-1,194,109	-60.6%	775,359	$61,935,666
130	INSP	INSPIRE MED SYS INC	ADD	+3,498	+5.7%	64,671	$11,988,710
131	XLK	SELECT SECTOR SPDR TR	ADD	+215	+3.5%	6,359	$1,478,642
132	-	ALTAIR ENGR INC	REDUCE	-122,963	-96.5%	4,431	$483,466
133	ENTG	ENTEGRIS INC	REDUCE	-105,459	-10.1%	938,273	$92,945,323
134	CWAN	CLEARWATER ANALYTICS HLDGS I	NEW BUY	+58,840	New	58,840	$1,619,277
135	KNF	KNIFE RIVER CORP	REDUCE	-70	-0.1%	126,935	$12,901,673
136	AMZN	AMAZON COM INC	ADD	+505	+0.0%	2,363,488	$518,525,632
137	DHR	DANAHER CORPORATION	SOLD	-753	Exit	-	-
138	TGT	TARGET CORP	REDUCE	-7,180	-1.6%	446,990	$60,424,083
139	CTAS	CINTAS CORP	ADD	+400	+2.8%	14,920	$2,725,884
140	GIS	GENERAL MLS INC	REDUCE	-2,774	-2.2%	123,052	$7,847,026
141	TECH	BIO-TECHNE CORP	REDUCE	-23,028	-0.9%	2,673,768	$192,591,494
142	ABT	ABBOTT LABS	REDUCE	-8,514	-0.8%	1,076,915	$121,809,829
143	LTH	LIFE TIME GROUP HOLDINGS INC	ADD	+44,640	+67.0%	111,220	$2,460,186
144	IBM	INTERNATIONAL BUSINESS MACHS	ADD	+100	+9.8%	1,117	$245,550
145	CVX	CHEVRON CORP NEW	REDUCE	-696	-3.2%	21,124	$3,059,600
146	CFR	CULLEN FROST BANKERS INC	REDUCE	-370	-0.5%	73,401	$9,854,084
147	ALRS	ALERUS FINL CORP	REDUCE	-55	-0.1%	97,674	$1,879,248
148	COST	COSTCO WHSL CORP NEW	REDUCE	-358	-11.6%	2,739	$2,509,664
149	PLXS	PLEXUS CORP	REDUCE	-6,836	-7.7%	81,909	$12,817,120
150	NTRS	NORTHERN TR CORP	REDUCE	-2,715	-54.8%	2,240	$229,600
151	XEL	XCEL ENERGY INC	ADD	+5,319	+1.4%	375,289	$25,339,545
152	ASB	ASSOCIATED BANC CORP	REDUCE	-2,378	-0.6%	366,577	$8,761,190
153	CAT	CATERPILLAR INC	ADD	+115	+0.7%	16,693	$6,055,553
154	SHW	SHERWIN WILLIAMS CO	REDUCE	-764	-0.2%	481,781	$163,771,868
155	AAPL	APPLE INC	ADD	+6,373	+0.5%	1,353,586	$338,964,955
156	LFUS	LITTELFUSE INC	ADD	+14,397	+1.7%	875,381	$206,283,533
157	FUL	FULLER H B CO	ADD	+13,224	+0.6%	2,211,223	$149,213,330
158	CVRX	CVRX INC	REDUCE	-80	-0.1%	144,281	$1,828,040
159	AMGN	AMGEN INC	REDUCE	-341	-5.7%	5,607	$1,461,408
160	-	LOCKHEED MARTIN CORP	REDUCE	-385	-43.4%	503	$244,428
161	-	AZEK CO INC	REDUCE	-135	-0.0%	284,575	$13,508,775
162	SHEL	SHELL PLC	REDUCE	-4,100	-35.3%	7,504	$470,126
163	ONB	OLD NATL BANCORP IND	REDUCE	-40,954	-4.1%	951,362	$20,649,312
164	UPS	UNITED PARCEL SERVICE INC	REDUCE	-16,615	-20.5%	64,529	$8,137,126
165	EXAS	EXACT SCIENCES CORP	ADD	+16,700	+38.2%	60,410	$3,394,438
166	PNR	PENTAIR PLC	REDUCE	-2,345	-3.5%	65,240	$6,565,754
167	XOM	EXXON MOBIL CORP	REDUCE	-282	-0.9%	32,289	$3,473,328
168	INTC	INTEL CORP	REDUCE	-506	-3.5%	14,117	$283,046
169	AXP	AMERICAN EXPRESS CO	REDUCE	-7,238	-3.3%	210,790	$62,560,418
170	SKYT	SKYWATER TECHNOLOGY INC	REDUCE	-27,445	-16.3%	141,170	$1,948,146
171	WFC	WELLS FARGO CO NEW	REDUCE	-12,679	-0.5%	2,310,552	$162,293,178
172	WY	WEYERHAEUSER CO MTN BE	REDUCE	-9,514	-20.7%	36,431	$1,025,533
173	CLF	CLEVELAND-CLIFFS INC NEW	REDUCE	-3,000	-15.8%	16,000	$150,400
174	PEP	PEPSICO INC	ADD	+100	+1.3%	7,800	$1,186,068
175	DCI	DONALDSON INC	REDUCE	-61,987	-4.5%	1,309,975	$88,226,785
176	USB	US BANCORP DEL	REDUCE	-346,903	-7.6%	4,206,238	$201,184,362
177	AIR	AAR CORP	REDUCE	-75	-0.0%	187,949	$11,517,515
178	CAH	CARDINAL HEALTH INC	SOLD	-2,197	Exit	-	-
179	CSCO	CISCO SYS INC	ADD	+500	+2.9%	17,889	$1,059,029
180	-	ISHARES TR	NEW BUY	+1,746	New	1,746	$701,159
181	TMO	THERMO FISHER SCIENTIFIC INC	REDUCE	-49	-2.9%	1,616	$840,692
182	BMI	BADGER METER INC	REDUCE	-2,513	-2.0%	121,901	$25,857,741
183	BAX	BAXTER INTL INC	REDUCE	-7,644	-15.7%	41,123	$1,199,147
184	ORCL	ORACLE CORP	ADD	+795	+6.2%	13,530	$2,254,639

#	Ticker	Issuer	Action	Share Change	% Change	Shares Held	Value ($)
1	UFCS	UNITED FIRE GROUP INC	REDUCE	-9,892	-41.2%	14,108	$295,280
2	-	GALLAGHER ARTHUR J & CO	NEW BUY	+1,500	New	1,500	$422,055
3	WK	WORKIVA INC	ADD	+51,676	+6.6%	835,086	$66,072,004
4	-	AIR PRODS & CHEMS INC	NEW BUY	+1,250	New	1,250	$372,175
5	NWE	NORTHWESTERN ENERGY GROUP IN	REDUCE	-310	-0.2%	137,075	$7,843,432
6	ULTA	ULTA BEAUTY INC	ADD	+490	+0.7%	73,484	$28,594,094
7	-	HP INC	ADD	+140	+2.4%	5,954	$213,570
8	-	SONOCO PRODS CO	SOLD	-5,000	Exit	-	-
9	LNT	ALLIANT ENERGY CORP	ADD	+263,820	+6.9%	4,095,219	$248,538,841
10	GEV	GE VERNOVA INC	REDUCE	-990	-51.0%	952	$242,741
11	AWK	AMERICAN WTR WKS CO INC NEW	ADD	+333	+6.7%	5,333	$779,898
12	MRK	MERCK & CO INC	REDUCE	-1,464	-2.7%	53,387	$6,062,628
13	NEM	NEWMONT CORP	REDUCE	-3,000	-37.5%	5,000	$267,250
14	GNRC	GENERAC HLDGS INC	REDUCE	-7,738	-4.1%	182,915	$29,061,535
15	ABBV	ABBVIE INC	ADD	+395	+0.9%	46,746	$9,231,400
16	FAST	FASTENAL CO	ADD	+68,617	+2.6%	2,731,930	$195,114,462
17	KMB	KIMBERLY-CLARK CORP	REDUCE	-1,155	-9.6%	10,834	$1,541,462
18	BP	BP PLC	REDUCE	-8,350	-56.2%	6,500	$204,035
19	MCD	MCDONALDS CORP	REDUCE	-216	-1.3%	16,215	$4,937,548
20	-	STARBUCKS CORP	SOLD	-2,899	Exit	-	-
21	MSFT	MICROSOFT CORP	REDUCE	-1,907	-0.1%	1,955,215	$841,329,066
22	NVT	NVENT ELECTRIC PLC	REDUCE	-32,417	-1.3%	2,384,560	$167,539,161
23	IJR	ISHARES TR	REDUCE	-350	-10.4%	3,008	$351,816
24	-	COMCAST CORP NEW	REDUCE	-162	-2.9%	5,392	$225,224
25	-	CHIPOTLE MEXICAN GRILL INC	REDUCE	-1,340	-26.8%	3,660	$210,889
26	BAC	BANK AMERICA CORP	REDUCE	-300	-1.3%	23,432	$929,782
27	MEDP	MEDPACE HLDGS INC	ADD	+953	+3.3%	29,762	$9,934,556
28	HD	HOME DEPOT INC	REDUCE	-665	-0.4%	162,972	$66,036,450
29	SYY	SYSCO CORP	REDUCE	-381,219	-33.9%	743,076	$58,004,513
30	CHRWD	C H ROBINSON WORLDWIDE INC	ADD	+156,138	+23.0%	834,948	$92,153,203
31	PII	POLARIS INC	REDUCE	-282,906	-78.2%	78,739	$6,554,234
32	BA	BOEING CO	REDUCE	-143	-6.3%	2,125	$323,085
33	PANW	PALO ALTO NETWORKS INC	REDUCE	-1,637	-9.5%	15,536	$5,310,205
34	-	SURMODICS INC	REDUCE	-2,374	-23.7%	7,626	$295,736
35	-	JAMF HLDG CORP	REDUCE	-8,188	-2.0%	403,456	$6,999,962
36	-	BROADRIDGE FINL SOLUTIONS IN	NEW BUY	+1,350	New	1,350	$290,291
37	UNH	UNITEDHEALTH GROUP INC	ADD	+46,847	+5.5%	891,662	$521,337,008
38	COP	CONOCOPHILLIPS	REDUCE	-169	-0.6%	26,538	$2,793,921
39	ZMH	ZIMMER BIOMET HOLDINGS INC	REDUCE	-600	-3.7%	15,700	$1,694,815
40	TJX	TJX COS INC NEW	ADD	+82	+3.0%	2,841	$333,931
41	IVV	ISHARES TR	REDUCE	-879	-15.3%	4,881	$2,815,461
42	GOOGL	ALPHABET INC	REDUCE	-1,831	-5.9%	28,968	$4,804,343
43	ECL	ECOLAB INC	REDUCE	-39,712	-4.8%	794,679	$202,905,450
44	VZ	VERIZON COMMUNICATIONS INC	ADD	+196,333	+4.3%	4,789,419	$215,092,807
45	GLW	CORNING INC	REDUCE	-7,869	-7.4%	99,186	$4,478,248
46	AMP	AMERIPRISE FINL INC	ADD	+7,057	+34.2%	27,690	$13,009,039
47	TXN	TEXAS INSTRS INC	ADD	+7,112	+3.2%	226,480	$46,783,974
48	-	ALLETE INC	REDUCE	-650	-6.3%	9,688	$621,873
49	BBY	BEST BUY INC	ADD	+1,615	+0.2%	746,230	$77,085,559
50	UNP	UNION PAC CORP	REDUCE	-426	-7.7%	5,083	$1,252,858
51	BMY	BRISTOL-MYERS SQUIBB CO	REDUCE	-3,400	-11.6%	25,982	$1,344,309
52	FISV	FISERV INC	ADD	+1,534	+0.1%	1,893,636	$340,191,707
53	TRV	TRAVELERS COMPANIES INC	REDUCE	-1,635	-2.1%	77,455	$18,133,765
54	HSY	HERSHEY CO	REDUCE	-2,404	-2.2%	104,994	$20,135,749
55	EMR	EMERSON ELEC CO	REDUCE	-2,990	-4.4%	65,728	$7,188,671
56	ACN	ACCENTURE PLC IRELAND	ADD	+103	+15.4%	774	$273,594
57	37253A	GENTHERM INC	ADD	+3,820	+2.1%	187,818	$8,742,928
58	SOLV	SOLVENTUM CORP	REDUCE	-5,138	-11.5%	39,354	$2,743,761
59	PFG	PRINCIPAL FINANCIAL GROUP IN	REDUCE	-337,998	-28.0%	869,978	$74,731,098
60	HRL	HORMEL FOODS CORP	REDUCE	-27,831	-0.5%	5,047,678	$160,011,393
61	TTC	TORO CO	ADD	+185,170	+5.7%	3,431,184	$297,586,617
62	OSK	OSHKOSH CORP	REDUCE	-185	-0.4%	50,280	$5,038,559
63	MO	ALTRIA GROUP INC	ADD	+2	+0.0%	5,048	$257,665
64	WEC	WEC ENERGY GROUP INC	REDUCE	-100	-2.4%	4,100	$394,338
65	LLY	ELI LILLY & CO	REDUCE	-8,189	-2.3%	341,961	$302,956,928
66	MA	MASTERCARD INCORPORATED	ADD	+28	+3.0%	952	$470,098
67	DIS	DISNEY WALT CO	REDUCE	-17,814	-5.0%	337,812	$32,494,139
68	MMC	MARSH & MCLENNAN COS INC	ADD	+36	+2.7%	1,374	$306,526
69	CLFD	CLEARFIELD INC	ADD	+8,410	+3.0%	290,106	$11,302,530
70	CRM	SALESFORCE INC	REDUCE	-13,595	-5.3%	242,964	$66,501,676
71	V	VISA INC	ADD	+101,837	+14.8%	788,803	$216,881,267
72	CASY	CASEYS GEN STORES INC	REDUCE	-5,091	-3.5%	138,399	$51,997,888
73	-	ISHARES TR	REDUCE	-215	-23.1%	717	$203,628
74	PJC	PIPER SANDLER COMPANIES	REDUCE	-16,474	-6.3%	245,828	$69,768,445
75	SCHB	SCHWAB STRATEGIC TR	REDUCE	-770	-0.9%	87,082	$5,792,695
76	MSI	MOTOROLA SOLUTIONS INC	REDUCE	-6,211	-1.3%	488,752	$219,757,562
77	KHC	KRAFT HEINZ CO	NEW BUY	+831,775	New	831,775	$29,203,620
78	AVGO	BROADCOM INC	ADD	+2,992	+971.4%	3,300	$569,250
79	-	HEALTHPEAK PROPERTIES INC	SOLD	-17,663	Exit	-	-
80	BRKB	BERKSHIRE HATHAWAY INC DEL	REDUCE	-1,332	-5.0%	25,047	$11,528,132
81	-	LINDE PLC	SOLD	-515	Exit	-	-
82	HUBG	HUB GROUP INC	REDUCE	-9,405	-3.2%	283,434	$12,882,075
83	MMM	3M CO	REDUCE	-7,355	-3.4%	209,277	$28,608,118
84	-	SPDR S&P MIDCAP 400 ETF TR	REDUCE	-150	-15.2%	835	$475,666
85	MGPI	MGP INGREDIENTS INC NEW	ADD	+3,750	+2.9%	133,978	$11,153,669
86	VTI	VANGUARD INDEX FDS	REDUCE	-89	-9.6%	842	$238,441
87	BKH	BLACK HILLS CORP	REDUCE	-295	-0.2%	140,420	$8,582,470
88	-	PATTERSON COS INC	REDUCE	-10,300	-26.3%	28,850	$630,084
89	BMO	BANK MONTREAL QUE	REDUCE	-1,154	-12.8%	7,846	$707,709
90	GGG	GRACO INC	ADD	+170,711	+4.5%	3,931,980	$344,087,538
91	JBTM	JOHN BEAN TECHNOLOGIES CORP	ADD	+10,655	+8.7%	133,282	$13,129,610
92	WMT	WALMART INC	REDUCE	-670	-4.9%	12,948	$1,045,551
93	-	MONDELEZ INTL INC	REDUCE	-280	-8.3%	3,113	$229,335
94	KO	COCA COLA CO	REDUCE	-3,595	-15.7%	19,315	$1,387,976
95	SNA	SNAP ON INC	REDUCE	-95	-2.2%	4,270	$1,237,062
96	PSX	PHILLIPS 66	REDUCE	-850	-11.5%	6,550	$860,998
97	DE	DEERE & CO	REDUCE	-40	-5.4%	702	$292,966
98	PFE	PFIZER INC	REDUCE	-8,533	-7.6%	103,202	$2,986,666
99	-	OTIS WORLDWIDE CORP	NEW BUY	+1,928	New	1,928	$200,396
100	WTFC	WINTRUST FINL CORP	REDUCE	-14,530	-14.4%	86,175	$9,352,573
101	JNJ	JOHNSON & JOHNSON	REDUCE	-65,045	-5.5%	1,116,680	$180,969,149
102	NSC	NORFOLK SOUTHN CORP	REDUCE	-65	-2.1%	2,997	$744,755
103	-	SMITH & WESSON BRANDS INC	SOLD	-10,000	Exit	-	-
104	NVDA	NVIDIA CORPORATION	REDUCE	-148,848	-2.4%	6,037,090	$733,144,267
105	QCOM	QUALCOMM INC	ADD	+4,916	+0.4%	1,305,186	$221,946,879
106	NKE	NIKE INC	REDUCE	-634	-14.8%	3,640	$321,776
107	SCHW	SCHWAB CHARLES CORP	REDUCE	-149,095	-10.9%	1,218,283	$78,956,921
108	META	META PLATFORMS INC	ADD	+621	+2.9%	22,213	$12,715,610
109	ADP	AUTOMATIC DATA PROCESSING IN	ADD	+1,914	+1.8%	108,530	$30,033,507
110	HON	HONEYWELL INTL INC	REDUCE	-188,005	-30.5%	429,325	$88,745,673
111	GE	GE AEROSPACE	REDUCE	-69	-0.9%	7,714	$1,454,706
112	-	MURPHY OIL CORP	SOLD	-5,000	Exit	-	-
113	-	NEOGEN CORP	ADD	+66,534	+17.0%	458,391	$7,705,552
114	VO	VANGUARD INDEX FDS	REDUCE	-66	-4.6%	1,378	$363,558
115	JPM	JPMORGAN CHASE & CO.	REDUCE	-3,143	-0.2%	1,720,372	$362,757,640
116	TNC	TENNANT CO	ADD	+141,473	+11.8%	1,336,082	$128,317,315
117	TT	TRANE TECHNOLOGIES PLC	ADD	+705	+62.4%	1,834	$712,931
118	RTX	RTX CORPORATION	REDUCE	-399	-4.4%	8,652	$1,048,276
119	ROK	ROCKWELL AUTOMATION INC	ADD	+11,975	+3.0%	414,348	$111,235,859
120	AMCR	AMCOR PLC	REDUCE	-33,120	-21.5%	120,890	$1,369,684
121	T	AT&T INC	REDUCE	-5,000	-27.0%	13,533	$297,726
122	GBCI	GLACIER BANCORP INC NEW	REDUCE	-43,485	-22.2%	151,955	$6,944,344
123	-	VANGUARD SCOTTSDALE FDS	NEW BUY	+1,993	New	1,993	$518,320
124	OKLO	OKLO INC	NEW BUY	+14,000	New	14,000	$113,260
125	PG	PROCTER AND GAMBLE CO	REDUCE	-13,052	-7.2%	168,542	$29,191,413
126	-	ROSS STORES INC	NEW BUY	+1,513	New	1,513	$227,722
127	-	REPUBLIC SVCS INC	NEW BUY	+2,100	New	2,100	$421,764
128	QCRH	QCR HOLDINGS INC	REDUCE	-16,405	-12.0%	120,003	$8,883,822
129	SPY	SPDR S&P 500 ETF TR	ADD	+495	+5.6%	9,388	$5,386,502
130	GOOG	ALPHABET INC	REDUCE	-72,061	-2.6%	2,743,465	$458,679,946
131	MDT	MEDTRONIC PLC	REDUCE	-970,474	-33.0%	1,969,468	$177,311,192
132	INSP	INSPIRE MED SYS INC	REDUCE	-2,660	-4.2%	61,173	$12,910,562
133	-	ALTAIR ENGR INC	REDUCE	-3,514	-2.7%	127,394	$12,167,401
134	XLK	SELECT SECTOR SPDR TR	REDUCE	-1,845	-23.1%	6,144	$1,387,116
135	BSX	BOSTON SCIENTIFIC CORP	ADD	+42	+0.4%	10,311	$864,062
136	CB	CHUBB LIMITED	ADD	+34	+1.5%	2,343	$675,698
137	ENTG	ENTEGRIS INC	ADD	+111,194	+11.9%	1,043,732	$117,451,162
138	KNF	KNIFE RIVER CORP	ADD	+8,855	+7.5%	127,005	$11,352,977
139	AMZN	AMAZON COM INC	ADD	+12,586	+0.5%	2,362,983	$440,294,622
140	DHR	DANAHER CORPORATION	REDUCE	-131	-14.8%	753	$209,349
141	TGT	TARGET CORP	REDUCE	-1,125	-0.2%	454,170	$70,786,985
142	CTAS	CINTAS CORP	ADD	+10,746	+284.7%	14,520	$2,989,378
143	GIS	GENERAL MLS INC	REDUCE	-6,710	-5.1%	125,826	$9,292,250
144	RF	REGIONS FINANCIAL CORP NEW	REDUCE	-375	-3.7%	9,740	$227,234
145	TECH	BIO-TECHNE CORP	REDUCE	-43,596	-1.6%	2,696,796	$215,554,888
146	ZTS	ZOETIS INC	REDUCE	-360	-18.9%	1,540	$300,885
147	ABT	ABBOTT LABS	REDUCE	-7,367	-0.7%	1,085,429	$123,749,733
148	LTH	LIFE TIME GROUP HOLDINGS INC	NEW BUY	+66,580	New	66,580	$1,625,884
149	ADBE	ADOBE INC	ADD	+30	+1.6%	1,950	$1,009,671
150	IBM	INTERNATIONAL BUSINESS MACHS	NEW BUY	+1,017	New	1,017	$224,838
151	WMI	WASTE MGMT INC DEL	REDUCE	-76	-6.8%	1,038	$215,489
152	CVX	CHEVRON CORP NEW	REDUCE	-775	-3.4%	21,820	$3,213,431
153	CFR	CULLEN FROST BANKERS INC	REDUCE	-13,295	-15.3%	73,771	$8,252,024
154	ALRS	ALERUS FINL CORP	REDUCE	-235	-0.2%	97,729	$2,236,040
155	COST	COSTCO WHSL CORP NEW	REDUCE	-637	-17.1%	3,097	$2,745,552
156	PLXS	PLEXUS CORP	REDUCE	-10,817	-10.9%	88,745	$12,132,329
157	NTRS	NORTHERN TR CORP	REDUCE	-7,902	-61.5%	4,955	$446,099
158	LOW	LOWES COS INC	ADD	+152	+2.3%	6,880	$1,863,448
159	XEL	XCEL ENERGY INC	ADD	+10,214	+2.8%	369,970	$24,159,072
160	-	COLGATE PALMOLIVE CO	ADD	+460	+20.7%	2,686	$278,834
161	ASB	ASSOCIATED BANC CORP	REDUCE	-51,340	-12.2%	368,955	$7,947,291
162	SLB	SCHLUMBERGER LTD	REDUCE	-8,075	-59.5%	5,500	$230,725
163	CAT	CATERPILLAR INC	REDUCE	-510	-3.0%	16,578	$6,483,987
164	SHW	SHERWIN WILLIAMS CO	ADD	+22,592	+4.9%	482,545	$184,173,085
165	AAPL	APPLE INC	ADD	+44,013	+3.4%	1,347,213	$313,900,692
166	LFUS	LITTELFUSE INC	ADD	+12,058	+1.4%	860,984	$228,376,006
167	FUL	FULLER H B CO	ADD	+18,625	+0.9%	2,197,999	$174,477,163
168	CVRX	CVRX INC	ADD	+4,740	+3.4%	144,361	$1,271,820
169	AMGN	AMGEN INC	REDUCE	-2	-0.0%	5,948	$1,916,505
170	-	LOCKHEED MARTIN CORP	ADD	+98	+12.4%	888	$519,089
171	-	AZEK CO INC	ADD	+22,295	+8.5%	284,710	$13,324,428
172	-	ISHARES TR	REDUCE	-2,365	-35.6%	4,280	$578,105
173	SHEL	SHELL PLC	REDUCE	-2,316	-16.6%	11,604	$765,284
174	ONB	OLD NATL BANCORP IND	REDUCE	-481,000	-32.6%	992,316	$18,516,617
175	UPS	UNITED PARCEL SERVICE INC	REDUCE	-28,832	-26.2%	81,144	$11,063,194
176	ADSK	AUTODESK INC	NEW BUY	+800	New	800	$220,384
177	EXAS	EXACT SCIENCES CORP	ADD	+5,185	+13.5%	43,710	$2,977,525
178	PNR	PENTAIR PLC	REDUCE	-5,315	-7.3%	67,585	$6,609,137
179	-	PAYCHEX INC	SOLD	-3,015	Exit	-	-
180	XOM	EXXON MOBIL CORP	REDUCE	-3,680	-10.2%	32,571	$3,817,973
181	INTC	INTEL CORP	REDUCE	-21,165	-59.1%	14,623	$343,056
182	AXP	AMERICAN EXPRESS CO	REDUCE	-9,488	-4.2%	218,028	$59,129,067
183	VIG	VANGUARD SPECIALIZED FUNDS	ADD	+998	+38.3%	3,605	$714,006
184	SKYT	SKYWATER TECHNOLOGY INC	REDUCE	-255	-0.2%	168,615	$1,531,024
185	WFC	WELLS FARGO CO NEW	REDUCE	-83,500	-3.5%	2,323,231	$131,239,324
186	CLF	CLEVELAND-CLIFFS INC NEW	REDUCE	-1,000	-5.0%	19,000	$242,630
187	-	AVERY DENNISON CORP	NEW BUY	+2,000	New	2,000	$441,520
188	PEP	PEPSICO INC	REDUCE	-225	-2.8%	7,700	$1,309,385
189	DCI	DONALDSON INC	REDUCE	-126,858	-8.5%	1,371,962	$101,113,565
190	SYK	STRYKER CORPORATION	ADD	+1,275	+31.9%	5,275	$1,905,647
191	USB	US BANCORP DEL	REDUCE	-606,360	-11.8%	4,553,141	$208,215,137
192	AIR	AAR CORP	ADD	+9,905	+5.6%	188,024	$12,289,249
193	CSCO	CISCO SYS INC	REDUCE	-919	-5.0%	17,389	$925,443
194	TMO	THERMO FISHER SCIENTIFIC INC	REDUCE	-145	-8.0%	1,665	$1,029,919
195	BMI	BADGER METER INC	REDUCE	-3,791	-3.0%	124,414	$27,173,366
196	BAX	BAXTER INTL INC	REDUCE	-12,541	-20.5%	48,767	$1,851,683
197	ORCL	ORACLE CORP	REDUCE	-355	-2.7%	12,735	$2,170,044

#	Ticker	Issuer	Action	Share Change	% Change	Shares Held	Value ($)
1	WK	WORKIVA INC	ADD	+26,176	+3.5%	783,410	$57,181,096
2	-	FORD MTR CO DEL	SOLD	-15,600	Exit	-	-
3	NWE	NORTHWESTERN ENERGY GROUP IN	ADD	+105	+0.1%	137,385	$6,880,241
4	ULTA	ULTA BEAUTY INC	ADD	+8,228	+12.7%	72,994	$28,166,195
5	-	HP INC	NEW BUY	+5,814	New	5,814	$203,606
6	LNT	ALLIANT ENERGY CORP	ADD	+510,031	+15.4%	3,831,399	$195,018,209
7	GEV	GE VERNOVA INC	NEW BUY	+1,942	New	1,942	$333,072
8	MRK	MERCK & CO INC	REDUCE	-2,166	-3.8%	54,851	$6,790,554
9	GNRC	GENERAC HLDGS INC	REDUCE	-9,584	-4.8%	190,653	$25,208,140
10	ABBV	ABBVIE INC	ADD	+2,719	+6.2%	46,351	$7,950,124
11	FAST	FASTENAL CO	REDUCE	-28,783	-1.1%	2,663,313	$167,362,608
12	KMB	KIMBERLY-CLARK CORP	REDUCE	-625	-5.0%	11,989	$1,656,880
13	MCD	MCDONALDS CORP	ADD	+2,939	+21.8%	16,431	$4,187,208
14	-	STARBUCKS CORP	REDUCE	-283	-8.9%	2,899	$225,676
15	MSFT	MICROSOFT CORP	REDUCE	-9,682	-0.5%	1,957,122	$874,735,707
16	NVT	NVENT ELECTRIC PLC	REDUCE	-213,674	-8.1%	2,416,977	$185,164,581
17	IJR	ISHARES TR	ADD	+1,412	+72.6%	3,358	$358,164
18	FPL	NEXTERA ENERGY INC	ADD	+6,026	+150.1%	10,040	$710,932
19	-	CHIPOTLE MEXICAN GRILL INC	ADD	+4,900	+4900.0%	5,000	$313,250
20	-	COMCAST CORP NEW	REDUCE	-1,269	-18.6%	5,554	$217,495
21	IDXX	IDEXX LABS INC	REDUCE	-80	-3.1%	2,502	$1,218,974
22	BAC	BANK AMERICA CORP	REDUCE	-301	-1.3%	23,732	$943,822
23	-	DAKTRONICS INC	SOLD	-19,000	Exit	-	-
24	MEDP	MEDPACE HLDGS INC	ADD	+20	+0.1%	28,809	$11,864,987
25	HD	HOME DEPOT INC	REDUCE	-5,481	-3.2%	163,637	$56,330,607
26	SYY	SYSCO CORP	REDUCE	-145,394	-11.5%	1,124,295	$80,263,420
27	CHRWD	C H ROBINSON WORLDWIDE INC	REDUCE	-13,463	-1.9%	678,810	$59,816,731
28	PII	POLARIS INC	REDUCE	-4,008	-1.1%	361,645	$28,320,420
29	BA	BOEING CO	ADD	+215	+10.5%	2,268	$412,799
30	PANW	PALO ALTO NETWORKS INC	ADD	+160	+0.9%	17,173	$5,821,819
31	-	JAMF HLDG CORP	REDUCE	-34,358	-7.7%	411,644	$6,792,126
32	UNH	UNITEDHEALTH GROUP INC	ADD	+28,289	+3.5%	844,815	$430,230,520
33	COP	CONOCOPHILLIPS	ADD	+1,507	+6.0%	26,707	$3,054,747
34	ZMH	ZIMMER BIOMET HOLDINGS INC	REDUCE	-200	-1.2%	16,300	$1,769,039
35	MPC	MARATHON PETE CORP	SOLD	-1,000	Exit	-	-
36	IVV	ISHARES TR	REDUCE	-475	-7.6%	5,760	$3,152,047
37	GOOGL	ALPHABET INC	REDUCE	-1,648	-5.1%	30,799	$5,610,038
38	ECL	ECOLAB INC	REDUCE	-157,173	-15.9%	834,391	$198,584,909
39	VZ	VERIZON COMMUNICATIONS INC	ADD	+588,245	+14.7%	4,593,086	$189,418,867
40	GLW	CORNING INC	REDUCE	-18,405	-14.7%	107,055	$4,159,087
41	AMP	AMERIPRISE FINL INC	ADD	+13,768	+200.6%	20,633	$8,814,211
42	TXN	TEXAS INSTRS INC	ADD	+13,551	+6.6%	219,368	$42,673,657
43	-	ALLETE INC	REDUCE	-500	-4.6%	10,338	$644,574
44	BBY	BEST BUY INC	ADD	+51,845	+7.5%	744,615	$62,763,598
45	UNP	UNION PAC CORP	REDUCE	-225	-3.9%	5,509	$1,246,466
46	HOG	HARLEY DAVIDSON INC	REDUCE	-5,075	-42.0%	7,000	$234,780
47	BMY	BRISTOL-MYERS SQUIBB CO	REDUCE	-17,115	-36.8%	29,382	$1,220,234
48	FISV	FISERV INC	REDUCE	-17,414	-0.9%	1,892,102	$281,998,882
49	TRV	TRAVELERS COMPANIES INC	ADD	+1,379	+1.8%	79,090	$16,082,161
50	HSY	HERSHEY CO	REDUCE	-6,186	-5.4%	107,398	$19,742,974
51	EMR	EMERSON ELEC CO	REDUCE	-2,565	-3.6%	68,718	$7,569,975
52	37253A	GENTHERM INC	REDUCE	-7,344	-3.8%	183,998	$9,074,781
53	SOLV	SOLVENTUM CORP	NEW BUY	+44,492	New	44,492	$2,352,737
54	-	NUVEEN MINN QUALITY MUN INM	SOLD	-31,200	Exit	-	-
55	PFG	PRINCIPAL FINANCIAL GROUP IN	REDUCE	-20,338	-1.7%	1,207,976	$94,765,706
56	HRL	HORMEL FOODS CORP	REDUCE	-472,971	-8.5%	5,075,509	$154,752,269
57	-	ISHARES TR	SOLD	-2,385	Exit	-	-
58	-	CARRIER GLOBAL CORPORATION	REDUCE	-208	-5.1%	3,867	$243,930
59	TTC	TORO CO	ADD	+1,533	+0.0%	3,246,014	$303,534,730
60	OSK	OSHKOSH CORP	REDUCE	-20	-0.0%	50,465	$5,460,313
61	MO	ALTRIA GROUP INC	ADD	+3	+0.1%	5,046	$229,823
62	WEC	WEC ENERGY GROUP INC	ADD	+200	+5.0%	4,200	$329,532
63	LLY	ELI LILLY & CO	REDUCE	-14,317	-3.9%	350,150	$317,018,807
64	MA	MASTERCARD INCORPORATED	REDUCE	-350	-27.5%	924	$407,632
65	DIS	DISNEY WALT CO	REDUCE	-24,472	-6.4%	355,626	$35,310,108
66	MMC	MARSH & MCLENNAN COS INC	REDUCE	-840	-38.6%	1,338	$281,943
67	CLFD	CLEARFIELD INC	ADD	+22,530	+8.7%	281,696	$10,862,198
68	CRM	SALESFORCE INC	REDUCE	-10,477	-3.9%	256,559	$65,961,319
69	V	VISA INC	ADD	+59,697	+9.5%	686,966	$180,307,925
70	CASY	CASEYS GEN STORES INC	ADD	+5,716	+4.1%	143,490	$54,750,044
71	PJC	PIPER SANDLER COMPANIES	ADD	+2,947	+1.1%	262,302	$60,374,051
72	SCHB	SCHWAB STRATEGIC TR	REDUCE	-1,448	-1.6%	87,852	$5,523,255
73	AMD	ADVANCED MICRO DEVICES INC	ADD	+165	+10.9%	1,673	$271,377
74	MSI	MOTOROLA SOLUTIONS INC	REDUCE	-5,836	-1.2%	494,963	$191,080,466
75	VV	VANGUARD INDEX FDS	NEW BUY	+827	New	827	$206,436
76	AVGO	BROADCOM INC	ADD	+35	+12.8%	308	$494,503
77	-	TESLA INC	SOLD	-1,554	Exit	-	-
78	-	HEALTHPEAK PROPERTIES INC	ADD	+72	+0.4%	17,663	$346,195
79	BRKB	BERKSHIRE HATHAWAY INC DEL	REDUCE	-85	-0.3%	26,379	$10,730,977
80	HUBG	HUB GROUP INC	REDUCE	-3,830	-1.3%	292,839	$12,606,719
81	MMM	3M CO	REDUCE	-6,326	-2.8%	216,632	$22,137,575
82	-	SPDR S&P MIDCAP 400 ETF TR	NEW BUY	+985	New	985	$527,054
83	MGPI	MGP INGREDIENTS INC NEW	ADD	+24,940	+23.7%	130,228	$9,688,963
84	VTI	VANGUARD INDEX FDS	ADD	+103	+12.4%	931	$249,071
85	BKH	BLACK HILLS CORP	ADD	+85	+0.1%	140,715	$7,652,082
86	GGG	GRACO INC	REDUCE	-30,890	-0.8%	3,761,269	$298,193,353
87	JBTM	JOHN BEAN TECHNOLOGIES CORP	ADD	+10,480	+9.3%	122,627	$11,645,886
88	WMT	WALMART INC	REDUCE	-4,381	-24.3%	13,618	$922,075
89	PM	PHILIP MORRIS INTL INC	REDUCE	-1,965	-41.2%	2,800	$283,724
90	QQQ	INVESCO QQQ TR	REDUCE	-1,712	-47.1%	1,919	$919,412
91	-	MONDELEZ INTL INC	REDUCE	-278	-7.6%	3,393	$222,038
92	KO	COCA COLA CO	REDUCE	-1,695	-6.9%	22,910	$1,458,222
93	SNA	SNAP ON INC	REDUCE	-1,165	-21.1%	4,365	$1,140,967
94	DE	DEERE & CO	REDUCE	-115	-13.4%	742	$277,233
95	PFE	PFIZER INC	REDUCE	-23,655	-17.5%	111,735	$3,126,345
96	WTFC	WINTRUST FINL CORP	REDUCE	-20,455	-16.9%	100,705	$9,925,485
97	JNJ	JOHNSON & JOHNSON	REDUCE	-34,789	-2.9%	1,181,725	$172,720,916
98	NSC	NORFOLK SOUTHN CORP	REDUCE	-585	-16.0%	3,062	$657,381
99	NVDA	NVIDIA CORPORATION	ADD	+5,530,081	+843.2%	6,185,938	$764,210,716
100	QCOM	QUALCOMM INC	REDUCE	-12,484	-1.0%	1,300,270	$258,987,779
101	-	GENUINE PARTS CO	REDUCE	-125	-7.4%	1,575	$217,854
102	NKE	NIKE INC	REDUCE	-433	-9.2%	4,274	$322,131
103	SCHW	SCHWAB CHARLES CORP	REDUCE	-19,578	-1.4%	1,367,378	$100,762,085
104	META	META PLATFORMS INC	ADD	+4,543	+26.6%	21,592	$10,887,118
105	ADP	AUTOMATIC DATA PROCESSING IN	ADD	+10,425	+10.8%	106,616	$25,448,173
106	-	SNAP INC	SOLD	-10,000	Exit	-	-
107	HON	HONEYWELL INTL INC	REDUCE	-47,492	-7.1%	617,330	$131,824,547
108	GE	GE AEROSPACE	ADD	+962	+14.1%	7,783	$1,237,264
109	-	NEOGEN CORP	ADD	+47,364	+13.7%	391,857	$6,124,724
110	VO	VANGUARD INDEX FDS	NEW BUY	+1,444	New	1,444	$349,592
111	JPM	JPMORGAN CHASE & CO.	ADD	+6,969	+0.4%	1,723,515	$348,598,144
112	TNC	TENNANT CO	ADD	+25,000	+2.1%	1,194,609	$117,597,310
113	TT	TRANE TECHNOLOGIES PLC	REDUCE	-15	-1.3%	1,129	$371,362
114	RTX	RTX CORPORATION	ADD	+1,634	+22.0%	9,051	$908,630
115	ROK	ROCKWELL AUTOMATION INC	ADD	+19,499	+5.1%	402,373	$110,765,234
116	AMCR	AMCOR PLC	REDUCE	-375	-0.2%	154,010	$1,506,218
117	T	AT&T INC	ADD	+149	+0.8%	18,533	$354,166
118	ITW	ILLINOIS TOOL WKS INC	REDUCE	-30	-1.7%	1,699	$402,595
119	GBCI	GLACIER BANCORP INC NEW	REDUCE	-19,640	-9.1%	195,440	$7,293,821
120	MSA	MSA SAFETY INC	REDUCE	-40	-2.6%	1,470	$275,904
121	PG	PROCTER AND GAMBLE CO	REDUCE	-8,072	-4.3%	181,594	$29,948,424
122	-	UNITED RENTALS INC	SOLD	-345	Exit	-	-
123	QCRH	QCR HOLDINGS INC	REDUCE	-21,320	-13.5%	136,408	$8,184,480
124	SPY	SPDR S&P 500 ETF TR	ADD	+3,362	+60.8%	8,893	$4,839,790
125	GOOG	ALPHABET INC	REDUCE	-389,741	-12.2%	2,815,526	$516,423,699
126	VUG	VANGUARD INDEX FDS	REDUCE	-125	-10.0%	1,128	$421,883
127	MDT	MEDTRONIC PLC	REDUCE	-46,637	-1.6%	2,939,942	$231,402,825
128	-	ALTAIR ENGR INC	REDUCE	-7,880	-5.7%	130,908	$12,839,457
129	INSP	INSPIRE MED SYS INC	ADD	+4,645	+7.8%	63,833	$8,542,770
130	XLK	SELECT SECTOR SPDR TR	REDUCE	-460	-5.4%	7,989	$1,807,398
131	BSX	BOSTON SCIENTIFIC CORP	REDUCE	-200	-1.9%	10,269	$790,816
132	CB	CHUBB LIMITED	REDUCE	-710	-23.5%	2,309	$588,980
133	ENTG	ENTEGRIS INC	REDUCE	-14,951	-1.6%	932,538	$126,265,645
134	KNF	KNIFE RIVER CORP	ADD	+8,865	+8.1%	118,150	$8,287,041
135	AMZN	AMAZON COM INC	REDUCE	-79,778	-3.3%	2,350,397	$454,214,220
136	DHR	DANAHER CORPORATION	REDUCE	-12	-1.3%	884	$220,867
137	TGT	TARGET CORP	REDUCE	-3,429	-0.7%	455,295	$67,401,878
138	GIS	GENERAL MLS INC	REDUCE	-5,714	-4.1%	132,536	$8,384,227
139	RF	REGIONS FINANCIAL CORP NEW	NEW BUY	+10,115	New	10,115	$202,705
140	TECH	BIO-TECHNE CORP	REDUCE	-218,965	-7.4%	2,740,392	$196,349,072
141	ZTS	ZOETIS INC	REDUCE	-13	-0.7%	1,900	$329,384
142	ABT	ABBOTT LABS	REDUCE	-156,877	-12.6%	1,092,796	$113,552,511
143	ADBE	ADOBE INC	ADD	+37	+2.0%	1,920	$1,066,637
144	IBM	INTERNATIONAL BUSINESS MACHS	SOLD	-1,117	Exit	-	-
145	WMI	WASTE MGMT INC DEL	ADD	+114	+11.4%	1,114	$237,661
146	CVX	CHEVRON CORP NEW	REDUCE	-1,760	-7.2%	22,595	$3,534,310
147	CFR	CULLEN FROST BANKERS INC	REDUCE	-11,161	-11.4%	87,066	$8,848,518
148	-	MARCUS CORP DEL	SOLD	-169,856	Exit	-	-
149	ALRS	ALERUS FINL CORP	REDUCE	-26,330	-21.2%	97,964	$1,921,074
150	COST	COSTCO WHSL CORP NEW	REDUCE	-845	-18.5%	3,734	$3,173,863
151	PLXS	PLEXUS CORP	ADD	+375	+0.4%	99,562	$10,272,807
152	NTRS	NORTHERN TR CORP	REDUCE	-81,214	-86.3%	12,857	$1,079,731
153	LOW	LOWES COS INC	REDUCE	-159	-2.3%	6,728	$1,483,255
154	XEL	XCEL ENERGY INC	REDUCE	-4,624	-1.3%	359,756	$19,214,593
155	-	COLGATE PALMOLIVE CO	REDUCE	-725	-24.6%	2,226	$216,011
156	ASB	ASSOCIATED BANC CORP	REDUCE	-54,220	-11.4%	420,295	$8,889,239
157	SLB	SCHLUMBERGER LTD	REDUCE	-1,000	-6.9%	13,575	$640,469
158	CAT	CATERPILLAR INC	REDUCE	-347	-2.0%	17,088	$5,692,013
159	SHW	SHERWIN WILLIAMS CO	REDUCE	-1,024	-0.2%	459,953	$137,263,923
160	AAPL	APPLE INC	ADD	+347,651	+36.4%	1,303,200	$274,480,017
161	LFUS	LITTELFUSE INC	REDUCE	-8,825	-1.0%	848,926	$216,976,996
162	FUL	FULLER H B CO	ADD	+30,345	+1.4%	2,179,374	$167,724,625
163	CVRX	CVRX INC	ADD	+39,718	+39.8%	139,621	$1,674,056
164	AMGN	AMGEN INC	REDUCE	-1,335	-18.3%	5,950	$1,859,078
165	-	LOCKHEED MARTIN CORP	REDUCE	-128	-13.9%	790	$369,009
166	-	AZEK CO INC	REDUCE	-17,845	-6.4%	262,415	$11,055,544
167	UPS	UNITED PARCEL SERVICE INC	REDUCE	-32,339	-22.7%	109,976	$15,050,237
168	ADSK	AUTODESK INC	SOLD	-800	Exit	-	-
169	EXAS	EXACT SCIENCES CORP	ADD	+14,620	+61.2%	38,525	$1,627,681
170	PNR	PENTAIR PLC	REDUCE	-18,512	-20.3%	72,900	$5,589,243
171	-	PAYCHEX INC	REDUCE	-245	-7.5%	3,015	$357,458
172	XOM	EXXON MOBIL CORP	ADD	+5,530	+18.0%	36,251	$4,173,215
173	INTC	INTEL CORP	REDUCE	-8,600	-19.4%	35,788	$1,108,354
174	AXP	AMERICAN EXPRESS CO	REDUCE	-7,103	-3.0%	227,516	$52,681,401
175	VIG	VANGUARD SPECIALIZED FUNDS	REDUCE	-350	-11.8%	2,607	$475,908
176	WFC	WELLS FARGO CO NEW	REDUCE	-261,576	-9.8%	2,406,731	$142,935,759
177	WY	WEYERHAEUSER CO MTN BE	REDUCE	-1,000	-2.1%	45,945	$1,304,379
178	CLF	CLEVELAND-CLIFFS INC NEW	REDUCE	-6,000	-23.1%	20,000	$307,800
179	PEP	PEPSICO INC	REDUCE	-739	-8.5%	7,925	$1,307,070
180	DCI	DONALDSON INC	REDUCE	-102,211	-6.4%	1,498,820	$107,255,526
181	USB	US BANCORP DEL	REDUCE	-689,821	-11.8%	5,159,501	$204,832,189
182	AIR	AAR CORP	REDUCE	-22,627	-11.3%	178,119	$12,949,251
183	CSCO	CISCO SYS INC	REDUCE	-735	-3.9%	18,308	$869,813
184	TMO	THERMO FISHER SCIENTIFIC INC	ADD	+269	+17.5%	1,810	$1,000,930
185	BMI	BADGER METER INC	REDUCE	-5,347	-4.0%	128,205	$23,891,090
186	BAX	BAXTER INTL INC	REDUCE	-19,016	-23.7%	61,308	$2,050,753
187	ORCL	ORACLE CORP	REDUCE	-12,944	-49.7%	13,090	$1,848,308

#	Ticker	Issuer	Action	Share Change	% Change	Shares Held	Value ($)
1	WK	WORKIVA INC	REDUCE	-11,339	-1.5%	757,234	$64,213,443
2	NWE	NORTHWESTERN ENERGY GROUP IN	ADD	+12,750	+10.2%	137,280	$6,991,670
3	-	PHYSICIANS RLTY TR	SOLD	-422,188	Exit	-	-
4	ULTA	ULTA BEAUTY INC	NEW BUY	+64,766	New	64,766	$33,864,846
5	-	SONOCO PRODS CO	REDUCE	-35	-0.7%	5,000	$289,200
6	LNT	ALLIANT ENERGY CORP	ADD	+147,884	+4.7%	3,321,368	$167,396,947
7	MRK	MERCK & CO INC	REDUCE	-4,967	-8.0%	57,017	$7,523,393
8	GNRC	GENERAC HLDGS INC	REDUCE	-4,445	-2.2%	200,237	$25,257,895
9	ABBV	ABBVIE INC	REDUCE	-3,652	-7.7%	43,632	$7,945,387
10	FAST	FASTENAL CO	REDUCE	-498,501	-15.6%	2,692,096	$207,668,309
11	KMB	KIMBERLY-CLARK CORP	REDUCE	-1,475	-10.5%	12,614	$1,631,621
12	MCD	MCDONALDS CORP	REDUCE	-402	-2.9%	13,492	$3,803,994
13	-	STARBUCKS CORP	REDUCE	-2,235	-41.3%	3,182	$290,832
14	MSFT	MICROSOFT CORP	REDUCE	-8,940	-0.5%	1,966,804	$827,473,836
15	NVT	NVENT ELECTRIC PLC	REDUCE	-222,991	-7.8%	2,630,651	$198,351,059
16	FPL	NEXTERA ENERGY INC	REDUCE	-100	-2.4%	4,014	$256,535
17	-	COMCAST CORP NEW	ADD	+1,862	+37.5%	6,823	$295,777
18	IDXX	IDEXX LABS INC	REDUCE	-195	-7.0%	2,582	$1,394,099
19	BAC	BANK AMERICA CORP	REDUCE	-1,084	-4.3%	24,033	$911,331
20	MEDP	MEDPACE HLDGS INC	REDUCE	-2,400	-7.7%	28,789	$11,635,074
21	HD	HOME DEPOT INC	REDUCE	-9,824	-5.5%	169,118	$64,873,886
22	SYY	SYSCO CORP	REDUCE	-142,431	-10.1%	1,269,689	$103,073,353
23	CHRWD	C H ROBINSON WORLDWIDE INC	ADD	+115,527	+20.0%	692,273	$52,709,661
24	PII	POLARIS INC	REDUCE	-4,231	-1.1%	365,653	$36,609,178
25	BA	BOEING CO	REDUCE	-448	-17.9%	2,053	$396,208
26	PANW	PALO ALTO NETWORKS INC	ADD	+1,969	+13.1%	17,013	$4,833,904
27	-	JAMF HLDG CORP	REDUCE	-220,244	-33.1%	446,002	$8,184,137
28	UNH	UNITEDHEALTH GROUP INC	ADD	+5,471	+0.7%	816,526	$403,935,412
29	COP	CONOCOPHILLIPS	ADD	+181	+0.7%	25,200	$3,207,456
30	ZMH	ZIMMER BIOMET HOLDINGS INC	REDUCE	-1,795	-9.8%	16,500	$2,177,670
31	MPC	MARATHON PETE CORP	NEW BUY	+1,000	New	1,000	$201,500
32	TJX	TJX COS INC NEW	ADD	+44	+1.6%	2,759	$279,818
33	-	BIOGEN INC	SOLD	-950	Exit	-	-
34	IVV	ISHARES TR	REDUCE	-796	-11.3%	6,235	$3,277,929
35	GOOGL	ALPHABET INC	REDUCE	-3,274	-9.2%	32,447	$4,897,226
36	ECL	ECOLAB INC	REDUCE	-234,966	-19.2%	991,564	$228,952,179
37	VZ	VERIZON COMMUNICATIONS INC	ADD	+618,435	+18.3%	4,004,841	$168,043,128
38	XLV	SELECT SECTOR SPDR TR	SOLD	-19,483	Exit	-	-
39	GLW	CORNING INC	REDUCE	-38,736	-23.6%	125,460	$4,135,162
40	AMP	AMERIPRISE FINL INC	ADD	+4,970	+262.3%	6,865	$3,009,891
41	TXN	TEXAS INSTRS INC	ADD	+21,249	+11.5%	205,817	$35,855,380
42	-	ALLETE INC	REDUCE	-1,350	-11.1%	10,838	$646,378
43	HOG	HARLEY DAVIDSON INC	REDUCE	-125	-1.0%	12,075	$528,161
44	BBY	BEST BUY INC	ADD	+160,603	+30.2%	692,770	$56,827,923
45	UNP	UNION PAC CORP	REDUCE	-176	-3.0%	5,734	$1,410,163
46	BMY	BRISTOL-MYERS SQUIBB CO	REDUCE	-6,805	-12.8%	46,497	$2,521,532
47	FISV	FISERV INC	REDUCE	-34,191	-1.8%	1,909,516	$305,178,847
48	TRV	TRAVELERS COMPANIES INC	REDUCE	-125	-0.2%	77,711	$17,884,410
49	HSY	HERSHEY CO	ADD	+16,364	+16.8%	113,584	$22,092,088
50	EMR	EMERSON ELEC CO	REDUCE	-6,198	-8.0%	71,283	$8,084,918
51	ACN	ACCENTURE PLC IRELAND	REDUCE	-65	-8.8%	671	$232,575
52	37253A	GENTHERM INC	REDUCE	-203,664	-51.6%	191,342	$11,017,472
53	-	ELANCO ANIMAL HEALTH INC	SOLD	-13,442	Exit	-	-
54	PFG	PRINCIPAL FINANCIAL GROUP IN	ADD	+36,623	+3.1%	1,228,314	$106,015,769
55	HRL	HORMEL FOODS CORP	ADD	+89,441	+1.6%	5,548,480	$193,586,467
56	-	ISHARES TR	NEW BUY	+2,385	New	2,385	$200,555
57	-	CARRIER GLOBAL CORPORATION	ADD	+115	+2.9%	4,075	$236,880
58	TTC	TORO CO	ADD	+18,934	+0.6%	3,244,481	$297,291,836
59	OSK	OSHKOSH CORP	REDUCE	-2,640	-5.0%	50,485	$6,295,984
60	MO	ALTRIA GROUP INC	ADD	+3	+0.1%	5,043	$219,959
61	WEC	WEC ENERGY GROUP INC	REDUCE	-209	-5.0%	4,000	$328,480
62	LLY	ELI LILLY & CO	REDUCE	-28,222	-7.2%	364,467	$283,540,747
63	MA	MASTERCARD INCORPORATED	ADD	+19	+1.5%	1,274	$613,520
64	DIS	DISNEY WALT CO	REDUCE	-2,906	-0.8%	380,098	$46,508,794
65	MMC	MARSH & MCLENNAN COS INC	ADD	+19	+0.9%	2,178	$448,624
66	CLFD	CLEARFIELD INC	ADD	+29,985	+13.1%	259,166	$7,992,679
67	CRM	SALESFORCE INC	REDUCE	-12,119	-4.3%	267,036	$80,425,902
68	NVS	NOVARTIS AG	SOLD	-2,024	Exit	-	-
69	V	VISA INC	REDUCE	-484	-0.1%	627,269	$175,058,019
70	CASY	CASEYS GEN STORES INC	ADD	+94,447	+218.0%	137,774	$43,874,130
71	-	ISHARES TR	REDUCE	-615	-39.8%	932	$252,386
72	PJC	PIPER SANDLER COMPANIES	ADD	+136,260	+110.7%	259,355	$51,479,374
73	SCHB	SCHWAB STRATEGIC TR	ADD	+5,300	+6.3%	89,300	$5,451,765
74	AMD	ADVANCED MICRO DEVICES INC	REDUCE	-44	-2.8%	1,508	$272,179
75	MSI	MOTOROLA SOLUTIONS INC	REDUCE	-1,658	-0.3%	500,799	$177,773,629
76	AVGO	BROADCOM INC	ADD	+33	+13.8%	273	$362,167
77	-	HEALTHPEAK PROPERTIES INC	NEW BUY	+17,591	New	17,591	$329,831
78	BRKB	BERKSHIRE HATHAWAY INC DEL	ADD	+2,156	+8.9%	26,464	$11,128,641
79	HBAN	HUNTINGTON BANCSHARES INC	REDUCE	-4,418	-10.9%	36,128	$503,986
80	-	LINDE PLC	REDUCE	-8	-1.5%	515	$239,125
81	HUBG	HUB GROUP INC	ADD	+167,617	+129.9%	296,669	$12,822,034
82	BDX	BECTON DICKINSON & CO	REDUCE	-135	-1.7%	7,749	$1,917,490
83	MMM	3M CO	REDUCE	-33,395	-13.0%	222,958	$23,649,193
84	MGPI	MGP INGREDIENTS INC NEW	ADD	+24,595	+30.5%	105,288	$9,068,455
85	VTI	VANGUARD INDEX FDS	NEW BUY	+828	New	828	$215,197
86	BKH	BLACK HILLS CORP	ADD	+11,440	+8.9%	140,630	$7,678,398
87	-	PATTERSON COS INC	REDUCE	-3,580	-8.4%	39,150	$1,082,498
88	-	ENERGY TRANSFER L P	SOLD	-27,500	Exit	-	-
89	GGG	GRACO INC	REDUCE	-232,628	-5.8%	3,792,159	$354,415,184
90	JBTM	JOHN BEAN TECHNOLOGIES CORP	ADD	+15,220	+15.7%	112,147	$11,763,099
91	WMT	WALMART INC	ADD	+11,116	+161.5%	17,999	$1,083,000
92	PM	PHILIP MORRIS INTL INC	ADD	+25	+0.5%	4,765	$436,569
93	QQQ	INVESCO QQQ TR	REDUCE	-1,073	-22.8%	3,631	$1,612,200
94	-	MONDELEZ INTL INC	REDUCE	-74	-2.0%	3,671	$256,970
95	KO	COCA COLA CO	ADD	+299	+1.2%	24,605	$1,505,334
96	AMT	AMERICAN TOWER CORP NEW	REDUCE	-191	-8.6%	2,020	$399,132
97	SNA	SNAP ON INC	REDUCE	-2,125	-27.8%	5,530	$1,638,097
98	PSX	PHILLIPS 66	REDUCE	-280	-3.6%	7,400	$1,208,716
99	PFE	PFIZER INC	REDUCE	-39,586	-22.6%	135,390	$3,757,064
100	WTFC	WINTRUST FINL CORP	REDUCE	-30,605	-20.2%	121,160	$12,647,892
101	JNJ	JOHNSON & JOHNSON	REDUCE	-48,153	-3.8%	1,216,514	$192,440,338
102	NSC	NORFOLK SOUTHN CORP	REDUCE	-75	-2.0%	3,647	$929,511
103	NVDA	NVIDIA CORPORATION	REDUCE	-90,581	-12.1%	655,857	$592,606,423
104	QCOM	QUALCOMM INC	REDUCE	-86,490	-6.2%	1,312,754	$222,249,252
105	NKE	NIKE INC	ADD	+61	+1.3%	4,707	$442,398
106	-	AMETEK INC	SOLD	-1,471	Exit	-	-
107	-	VANGUARD WORLD FDS	SOLD	-420	Exit	-	-
108	SCHW	SCHWAB CHARLES CORP	REDUCE	-82,581	-5.6%	1,386,956	$100,332,397
109	META	META PLATFORMS INC	ADD	+14,969	+719.7%	17,049	$8,278,653
110	ADP	AUTOMATIC DATA PROCESSING IN	ADD	+9,960	+11.6%	96,191	$24,022,740
111	HON	HONEYWELL INTL INC	REDUCE	-13,001	-1.9%	664,822	$136,454,618
112	GE	GENERAL ELECTRIC CO	REDUCE	-45	-0.7%	6,821	$1,197,290
113	-	NEOGEN CORP	ADD	+22,689	+7.1%	344,493	$5,436,099
114	JPM	JPMORGAN CHASE & CO	REDUCE	-10,555	-0.6%	1,716,546	$343,824,164
115	TNC	TENNANT CO	REDUCE	-55,100	-4.5%	1,169,609	$142,236,150
116	DGII	DIGI INTL INC	REDUCE	-246,527	-96.5%	9,000	$287,370
117	XLP	SELECT SECTOR SPDR TR	SOLD	-44,420	Exit	-	-
118	RTX	RTX CORPORATION	REDUCE	-1,204	-14.0%	7,417	$723,380
119	ROK	ROCKWELL AUTOMATION INC	REDUCE	-1,810	-0.5%	382,874	$111,542,676
120	AMCR	AMCOR PLC	REDUCE	-29,625	-16.1%	154,385	$1,468,201
121	T	AT&T INC	ADD	+500	+2.8%	18,384	$323,558
122	ITW	ILLINOIS TOOL WKS INC	ADD	+90	+5.5%	1,729	$463,943
123	-	NUVEEN PFD & INCOME OPPORTUN	SOLD	-26,999	Exit	-	-
124	GBCI	GLACIER BANCORP INC NEW	ADD	+350	+0.2%	215,080	$8,663,422
125	MSA	MSA SAFETY INC	ADD	+20	+1.3%	1,510	$292,321
126	PG	PROCTER AND GAMBLE CO	ADD	+57,330	+43.3%	189,666	$30,773,251
127	-	UNITED RENTALS INC	REDUCE	-250	-42.0%	345	$248,783
128	QCRH	QCR HOLDINGS INC	ADD	+6,573	+4.3%	157,728	$9,580,399
129	SPY	SPDR S&P 500 ETF TR	REDUCE	-14,987	-73.0%	5,531	$2,893,140
130	GOOG	ALPHABET INC	REDUCE	-138,552	-4.1%	3,205,267	$488,033,953
131	VUG	VANGUARD INDEX FDS	REDUCE	-290	-18.8%	1,253	$431,283
132	MDT	MEDTRONIC PLC	ADD	+48,622	+1.7%	2,986,579	$260,280,348
133	INSP	INSPIRE MED SYS INC	REDUCE	-5,421	-8.4%	59,188	$12,712,991
134	-	ALTAIR ENGR INC	REDUCE	-21,410	-13.4%	138,788	$11,956,586
135	XLK	SELECT SECTOR SPDR TR	ADD	+360	+4.5%	8,449	$1,759,716
136	BSX	BOSTON SCIENTIFIC CORP	ADD	+134	+1.3%	10,469	$717,022
137	-	CATALENT INC	SOLD	-137,182	Exit	-	-
138	CB	CHUBB LIMITED	ADD	+17	+0.6%	3,019	$782,313
139	ENTG	ENTEGRIS INC	REDUCE	-50,670	-5.1%	947,489	$133,160,104
140	KNF	KNIFE RIVER CORP	ADD	+24,580	+29.0%	109,285	$8,860,828
141	AMZN	AMAZON COM INC	REDUCE	-22,800	-0.9%	2,430,175	$438,354,967
142	DHR	DANAHER CORPORATION	REDUCE	-330	-26.9%	896	$223,749
143	TGT	TARGET CORP	ADD	+496	+0.1%	458,724	$81,290,446
144	CTAS	CINTAS CORP	REDUCE	-35	-0.9%	3,774	$2,592,851
145	GIS	GENERAL MLS INC	REDUCE	-10,646	-7.1%	138,250	$9,673,353
146	RF	REGIONS FINANCIAL CORP NEW	SOLD	-15,000	Exit	-	-
147	-	ARCADIUM LITHIUM PLC	NEW BUY	+13,925	New	13,925	$60,017
148	TECH	BIO-TECHNE CORP	REDUCE	-120,126	-3.9%	2,959,357	$208,309,125
149	ZTS	ZOETIS INC	REDUCE	-10	-0.5%	1,913	$323,699
150	ABT	ABBOTT LABS	REDUCE	-35,788	-2.8%	1,249,673	$142,037,920
151	ADBE	ADOBE INC	ADD	+23	+1.2%	1,883	$950,162
152	IBM	INTERNATIONAL BUSINESS MACHS	REDUCE	-185	-14.2%	1,117	$213,302
153	WMI	WASTE MGMT INC DEL	NEW BUY	+1,000	New	1,000	$213,150
154	CVX	CHEVRON CORP NEW	REDUCE	-223	-0.9%	24,355	$3,841,758
155	CFR	CULLEN FROST BANKERS INC	REDUCE	-5,380	-5.2%	98,227	$11,057,413
156	-	MARCUS CORP DEL	REDUCE	-22,490	-11.7%	169,856	$2,422,147
157	COST	COSTCO WHSL CORP NEW	REDUCE	-357	-7.2%	4,579	$3,354,713
158	PLXS	PLEXUS CORP	ADD	+3,695	+3.9%	99,187	$9,404,911
159	NTRS	NORTHERN TR CORP	REDUCE	-57,461	-37.9%	94,071	$8,364,793
160	LOW	LOWES COS INC	REDUCE	-85	-1.2%	6,887	$1,754,326
161	XEL	XCEL ENERGY INC	ADD	+11,104	+3.1%	364,380	$19,585,450
162	-	COLGATE PALMOLIVE CO	REDUCE	-50	-1.7%	2,951	$265,738
163	ASB	ASSOCIATED BANC CORP	ADD	+75,205	+18.8%	474,515	$10,206,818
164	SLB	SCHLUMBERGER LTD	REDUCE	-50	-0.3%	14,575	$798,856
165	CAT	CATERPILLAR INC	REDUCE	-145	-0.8%	17,435	$6,388,601
166	SHW	SHERWIN WILLIAMS CO	REDUCE	-12,076	-2.6%	460,977	$160,111,293
167	LFUS	LITTELFUSE INC	REDUCE	-1,494	-0.2%	857,751	$207,875,955
168	AAPL	APPLE INC	ADD	+370,649	+63.4%	955,549	$163,857,508
169	FUL	FULLER H B CO	REDUCE	-127,771	-5.6%	2,149,029	$171,363,574
170	CVRX	CVRX INC	ADD	+8,000	+8.7%	99,903	$1,819,234
171	AMGN	AMGEN INC	REDUCE	-180	-2.4%	7,285	$2,071,271
172	-	LOCKHEED MARTIN CORP	REDUCE	-40	-4.2%	918	$417,571
173	-	AZEK CO INC	REDUCE	-103,093	-26.9%	280,260	$14,074,657
174	-	ISHARES TR	REDUCE	-1,705	-20.4%	6,645	$818,536
175	ONB	OLD NATL BANCORP IND	REDUCE	-129,970	-8.1%	1,473,316	$25,650,432
176	UPS	UNITED PARCEL SERVICE INC	REDUCE	-49,514	-25.8%	142,315	$21,152,301
177	ADSK	AUTODESK INC	REDUCE	-25	-3.0%	800	$208,336
178	EXAS	EXACT SCIENCES CORP	ADD	+105	+0.4%	23,905	$1,650,879
179	PNR	PENTAIR PLC	REDUCE	-2,669	-2.8%	91,412	$7,810,241
180	-	PAYCHEX INC	REDUCE	-185	-5.4%	3,260	$400,328
181	XOM	EXXON MOBIL CORP	REDUCE	-666	-2.1%	30,721	$3,571,009
182	PLUGD	PLUG POWER INC	NEW BUY	+10,000	New	10,000	$34,400
183	INTC	INTEL CORP	REDUCE	-4,699	-9.6%	44,388	$1,960,618
184	AXP	AMERICAN EXPRESS CO	REDUCE	-6,961	-2.9%	234,619	$53,420,420
185	VIG	VANGUARD SPECIALIZED FUNDS	REDUCE	-925	-23.8%	2,957	$539,978
186	SKYT	SKYWATER TECHNOLOGY INC	REDUCE	-55,670	-24.8%	168,870	$1,717,408
187	WFC	WELLS FARGO CO NEW	REDUCE	-115,395	-4.1%	2,668,307	$154,655,078
188	WY	WEYERHAEUSER CO MTN BE	ADD	+952	+2.1%	46,945	$1,685,795
189	PEP	PEPSICO INC	REDUCE	-556	-6.0%	8,664	$1,516,287
190	DCI	DONALDSON INC	REDUCE	-287,650	-15.2%	1,601,031	$119,564,961
191	-	SELECT SECTOR SPDR TR	SOLD	-6,685	Exit	-	-
192	SYK	STRYKER CORPORATION	REDUCE	-12	-0.3%	4,000	$1,431,480
193	USB	US BANCORP DEL	REDUCE	-187,781	-3.1%	5,849,322	$261,464,692
194	AIR	AAR CORP	ADD	+16,620	+9.0%	200,746	$12,018,663
195	CAH	CARDINAL HEALTH INC	REDUCE	-41	-1.8%	2,197	$245,844
196	CSCO	CISCO SYS INC	REDUCE	-958	-4.8%	19,043	$950,436
197	TMO	THERMO FISHER SCIENTIFIC INC	REDUCE	-90	-5.5%	1,541	$895,645
198	BMI	BADGER METER INC	REDUCE	-7,824	-5.5%	133,552	$21,610,126
199	BAX	BAXTER INTL INC	REDUCE	-40,629	-33.6%	80,324	$3,433,048
200	ORCL	ORACLE CORP	ADD	+74	+0.3%	26,034	$3,270,131

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