The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 3,683,484 27,501 SH   SOLE   22,791 0 4,710
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 964,364 4,165 SH   SOLE   3,120 0 1,045
ADOBE INC COM 00724F101 BBG001S5NCQ5 2,424,098 6,872 SH   SOLE   6,072 0 800
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 5,255,748 32,485 SH   SOLE   29,533 0 2,952
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 489,784 3,816 SH   SOLE   0 0 3,816
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1,517,916 6,244 SH   SOLE   4,949 0 1,295
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 11,441,979 46,980 SH   SOLE   40,920 0 6,060
AMAZON COM INC COM 023135106 BBG001S5PQL7 15,115,858 68,843 SH   SOLE   60,458 0 8,385
AMGEN INC COM 031162100 BBG001S5NNL6 1,105,095 3,916 SH   SOLE   3,816 0 100
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 936,664 7,569 SH   SOLE   7,569 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 8,094,586 32,945 SH   SOLE   29,747 0 3,198
APPLE INC COM 037833100 BBG001S5N8V8 27,755,434 109,003 SH   SOLE   100,078 0 8,925
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 4,837,801 23,629 SH   SOLE   19,884 0 3,745
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 2,011,691 2,078 SH   SOLE   1,668 0 410
AUTOZONE INC COM 053332102 BBG001S6Q5D9 270,285 63 SH   SOLE   18 0 45
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 954,002 18,492 SH   SOLE   13,092 0 5,400
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 980,209 5,237 SH   SOLE   4,502 0 735
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 12,636,873 25,136 SH   SOLE   22,116 0 3,020
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 2,958,978 2,538 SH   SOLE   2,347 0 191
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 304,801 3,122 SH   SOLE   3,122 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 22,969,324 69,623 SH   SOLE   60,173 0 9,450
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 755,626 8,013 SH   SOLE   7,193 0 820
CATERPILLAR INC COM 149123101 BBG001S5PJ06 1,255,859 2,632 SH   SOLE   2,232 0 400
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2,020,478 13,011 SH   SOLE   12,091 0 920
CISCO SYS INC COM 17275R102 BBG001S6HC62 486,124 7,105 SH   SOLE   3,300 0 3,805
COCA COLA CO COM 191216100 BBG001S5SMQ8 478,101 7,209 SH   SOLE   6,509 0 700
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 1,866,519 23,349 SH   SOLE   20,274 0 3,075
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 11,141,808 12,037 SH   SOLE   10,525 0 1,512
CUMMINS INC COM 231021106 BBG001S5Q9M3 885,710 2,097 SH   SOLE   2,097 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 2,911,845 14,687 SH   SOLE   13,027 0 1,660
DEERE & CO COM 244199105 BBG001S5QFF7 2,653,023 5,802 SH   SOLE   5,347 0 455
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 383,508 2,680 SH   SOLE   2,680 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 236,115 1,908 SH   SOLE   1,908 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 3,180,376 8,498 SH   SOLE   7,373 0 1,125
ELI LILLY & CO COM 532457108 BBG001S5STL8 17,320,863 22,701 SH   SOLE   20,711 0 1,990
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 4,200,777 32,023 SH   SOLE   26,648 0 5,375
EQUINIX INC COM 29444U700 BBG001SKBNS9 253,770 324 SH   SOLE   324 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 2,068,173 18,343 SH   SOLE   14,815 0 3,528
GE VERNOVA INC COM 36828A101 BBG013G17W77 2,248,689 3,657 SH   SOLE   2,916 0 741
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 11,145,715 13,996 SH   SOLE   12,408 0 1,588
HOME DEPOT INC COM 437076102 BBG001S5RTW7 7,109,059 17,545 SH   SOLE   15,695 0 1,850
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,227,767 24,835 SH   SOLE   22,570 0 2,265
HUBBELL INC COM 443510607 BBG001S5S1L9 1,012,519 2,353 SH   SOLE   1,783 0 570
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1,624,780 8,565 SH   SOLE   8,315 0 250
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,462,718 4,102 SH   SOLE   4,102 0 0
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 1,064,017 17,710 SH   SOLE   17,710 0 0
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 823,020 3,933 SH   SOLE   3,383 0 550
ISHARES TR US OIL GS EX ETF 464288851 BBG001SJTHR7 470,223 5,078 SH   SOLE   5,078 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 6,218,616 33,538 SH   SOLE   29,363 0 4,175
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 18,716,039 59,335 SH   SOLE   52,450 0 6,885
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 276,549 1,581 SH   SOLE   681 0 900
KLA CORP COM NEW 482480100 BBG001S5SLM4 1,966,288 1,823 SH   SOLE   1,453 0 370
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 264,485 866 SH   SOLE   591 0 275
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 381,615 2,850 SH   SOLE   1,100 0 1,750
LINDE PLC SHS G54950103 BBG01FND0CH6 5,382,225 11,331 SH   SOLE   9,861 0 1,470
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,393,048 8,800 SH   SOLE   7,868 0 932
LOWES COS INC COM 548661107 BBG001S5SVL3 4,296,396 17,096 SH   SOLE   15,471 0 1,625
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 448,093 5,330 SH   SOLE   3,380 0 1,950
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 10,417,186 18,314 SH   SOLE   16,174 0 2,140
MCDONALDS CORP COM 580135101 BBG001S5T110 2,172,813 7,150 SH   SOLE   6,595 0 555
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,607,746 16,881 SH   SOLE   14,361 0 2,520
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 12,794,746 5,475 SH   SOLE   4,756 0 719
MERCK & CO INC COM 58933Y105 BBG001S5TC52 1,447,960 17,252 SH   SOLE   17,252 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 9,819,395 13,371 SH   SOLE   11,512 0 1,859
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 303,686 1,815 SH   SOLE   1,120 0 695
MICROSOFT CORP COM 594918104 BBG001S5TD05 27,353,457 52,811 SH   SOLE   46,527 0 6,284
MOODYS CORP COM 615369105 BBG001S5VP87 308,283 647 SH   SOLE   406 0 241
MSCI INC COM 55354G100 BBG001SV8B05 727,420 1,282 SH   SOLE   1,182 0 100
NASDAQ INC COM 631103108 BBG001SKTBJ6 700,436 7,919 SH   SOLE   7,919 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 2,343,889 1,955 SH   SOLE   1,610 0 345
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 486,684 6,447 SH   SOLE   6,447 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 210,287 700 SH   SOLE   700 0 0
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 881,650 6,875 SH   SOLE   6,071 0 804
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 201,151 3,625 SH   SOLE   2,095 0 1,530
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 32,861,589 176,126 SH   SOLE   148,996 0 27,130
ORACLE CORP COM 68389X105 BBG001S5SJG6 449,703 1,599 SH   SOLE   1,019 0 580
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 5,016,179 24,635 SH   SOLE   21,300 0 3,335
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 2,241,850 2,957 SH   SOLE   2,757 0 200
PEPSICO INC COM 713448108 BBG001S695T1 7,012,731 49,934 SH   SOLE   43,814 0 6,120
POWELL INDS INC COM 739128106 BBG001S5VBT5 1,590,194 5,217 SH   SOLE   4,542 0 675
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 3,841,250 25,000 SH   SOLE   23,025 0 1,975
QUALCOMM INC COM 747525103 BBG001S6VS70 4,868,692 29,266 SH   SOLE   23,641 0 5,625
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 1,657,680 4,000 SH   SOLE   3,185 0 815
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 5,265,708 31,469 SH   SOLE   27,289 0 4,180
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,567,882 5,276 SH   SOLE   4,367 0 909
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,393,314 9,034 SH   SOLE   9,034 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 576,122 2,044 SH   SOLE   2,044 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 535,693 1,507 SH   SOLE   1,507 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,520,889 2,283 SH   SOLE   2,283 0 0
SPDR SERIES TRUST AEROSPACE DEF 78464A631 BBG0024LG8W4 352,440 1,500 SH   SOLE   1,500 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 3,111,806 6,307 SH   SOLE   5,325 0 982
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 5,977,365 21,402 SH   SOLE   18,782 0 2,620
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,296,625 12,500 SH   SOLE   10,865 0 1,635
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,383,277 2,852 SH   SOLE   2,392 0 460
TJX COS INC NEW COM 872540109 BBG001S5WQ93 593,337 4,105 SH   SOLE   2,325 0 1,780
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 236,010 4,150 SH   SOLE   4,150 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1,107,645 2,625 SH   SOLE   2,125 0 500
UNION PAC CORP COM 907818108 BBG001S5X2M0 5,712,117 24,166 SH   SOLE   21,590 0 2,576
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 3,032,770 8,783 SH   SOLE   7,577 0 1,206
VISA INC COM CL A 92826C839 BBG001SRCFY3 9,221,698 27,013 SH   SOLE   23,748 0 3,265
WALMART INC COM 931142103 BBG001S5XH92 478,301 4,641 SH   SOLE   4,641 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 949,127 4,298 SH   SOLE   1,732 0 2,566
XYLEM INC COM 98419M100 BBG001V05C73 1,344,462 9,115 SH   SOLE   8,465 0 650
YUM BRANDS INC COM 988498101 BBG001S7JQ30 1,976,912 13,006 SH   SOLE   12,129 0 877
ZOETIS INC CL A 98978V103 BBG0039320P7 4,258,936 29,107 SH   SOLE   24,942 0 4,165