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
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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 Laboratories COM 002824100   965,368 7,098 SH   SOLE   6,358 0 740
AES Corp Com COM 00130H105   223,655 21,260 SH   SOLE   21,260 0 0
Alphabet Class C COM 02079K107   23,632,382 133,223 SH   SOLE   34,705 0 98,518
Amazon.com Inc COM 023135106   29,195,324 133,075 SH   SOLE   38,648 0 94,427
American Elec Pwr Inc Com COM 025537101   254,459 2,452 SH   SOLE   2,452 0 0
American Financial Group COM 025932104   1,011,698 8,016 SH   SOLE   8,016 0 0
Amgen Inc COM 031162100   387,264 1,387 SH   SOLE   857 0 530
Apple Inc COM 037833100   26,000,083 126,725 SH   SOLE   40,234 0 86,491
Arbor Realty Trust Inc COM 038923108   1,063,584 99,400 SH   SOLE   99,400 0 0
Arista Networks Inc COM 040413205   12,466,883 121,854 SH   SOLE   33,407 0 88,447
AT&T Inc COM 00206R102   603,225 20,844 SH   SOLE   20,844 0 0
Becton Dickinson & Co Com COM 075887109   716,070 4,157 SH   SOLE   4,157 0 0
Blackrock Inc COM 09290D101   232,933 222 SH   SOLE   222 0 0
Blackstone Inc COM 09260d107   1,503,285 10,050 SH   SOLE   10,050 0 0
Boeing COM 097023105   695,486 3,319 SH   SOLE   3,319 0 0
Booking Holdings COM 09857L108   1,209,951 209 SH   SOLE   32 0 177
Boston Scientific Corp Com COM 101137107   13,055,471 121,548 SH   SOLE   36,114 0 85,434
Bristol-Myers Squibb Co COM 110122108   1,964,110 42,431 SH   SOLE   42,431 0 0
Broadcom Inc COM 11135f101   23,592,057 85,587 SH   SOLE   23,970 0 61,617
Brown & Brown Inc Com COM 115236101   1,478,895 13,339 SH   SOLE   2,261 0 11,078
Caterpillar Inc COM 149123101   2,705,047 6,968 SH   SOLE   6,968 0 0
Cheniere Energy Inc COM 16411R208   200,904 825 SH   SOLE   825 0 0
Cheniere Energy Partners Lp Un COM 16411Q101   324,486 5,789 SH   SOLE   5,789 0 0
Chevron Corp COM 166764100   665,705 4,649 SH   SOLE   4,649 0 0
Cintas Corp Com COM 172908105   2,055,530 9,223 SH   SOLE   1,529 0 7,694
Costco Wholesale Corp COM 22160K105   13,487,669 13,625 SH   SOLE   4,194 0 9,431
Coterra Energy Inc COM 127097103   749,774 29,542 SH   SOLE   29,542 0 0
Curtiss Wright Corp COM 231561101   1,473,240 3,016 SH   SOLE   3,016 0 0
Danaher COM 235851102   3,691,035 18,685 SH   SOLE   6,722 0 11,963
Dnow Inc Com COM 67011P100   385,061 25,965 SH   SOLE   25,965 0 0
Ducommun Inc COM 264147109   942,726 11,409 SH   SOLE   11,409 0 0
Duke Energy Corp Com COM 26441C204   314,247 2,663 SH   SOLE   2,663 0 0
Eaton Corp Com COM G29183103   12,504,289 35,027 SH   SOLE   9,726 0 25,301
Ecolab Inc COM 278865100   8,427,275 31,277 SH   SOLE   7,105 0 24,172
Energy Transfer Lp Ut Ltd Ptn COM 29273V100   962,277 53,077 SH   SOLE   53,077 0 0
Exxon Mobil COM 30231G102   862,400 8,000 SH   SOLE   8,000 0 0
Flagstar Financial Inc New COM 649445400   604,486 57,027 SH   SOLE   57,027 0 0
GE Aerospace COM 369604301   1,525,036 5,925 SH   SOLE   5,925 0 0
GE Vernova Inc COM 36828A101   783,671 1,481 SH   SOLE   1,481 0 0
Guidewire Software COM 40171V100   10,992,690 46,688 SH   SOLE   11,952 0 34,736
Home Depot Inc COM 437076102   4,988,791 13,607 SH   SOLE   4,326 0 9,281
Hubbell Inc COM 443510607   763,764 1,870 SH   SOLE   1,870 0 0
Hubspot Inc COM 443573100   1,917,590 3,445 SH   SOLE   532 0 2,913
IBM COM 459200101   3,149,430 10,684 SH   SOLE   10,684 0 0
Intuitive Surgical Inc Com New COM 46120E602   1,153,116 2,122 SH   SOLE   328 0 1,794
Iron Mtn Inc Pa Com COM 46284V101   452,788 4,414 SH   SOLE   4,414 0 0
J P Morgan Chase & Co COM 46625H100   11,885,440 40,997 SH   SOLE   11,719 0 29,278
Kinder Morgan Inc COM 49456B101   1,542,056 52,451 SH   SOLE   52,451 0 0
Lilly Eli & Co Com COM 532457108   14,228,839 18,253 SH   SOLE   5,529 0 12,724
Linde plc COM G54950103   1,234,413 2,631 SH   SOLE   415 0 2,216
Marriott Intl Inc New Cl A COM 571903202   2,770,349 10,140 SH   SOLE   315 0 9,825
Mastercard Inc COM 57636Q104   12,657,698 22,525 SH   SOLE   6,184 0 16,341
Merck COM 58933Y105   1,424,880 18,000 SH   SOLE   18,000 0 0
Meta Platforms COM 30303M102   22,915,480 31,047 SH   SOLE   8,561 0 22,486
Micron Technology Inc Com COM 595112103   293,581 2,382 SH   SOLE   2,382 0 0
Microsoft COM 594918104   51,692,120 103,923 SH   SOLE   31,752 0 72,171
Monolithic Power Systems COM 609839105   9,632,275 13,170 SH   SOLE   3,757 0 9,413
Moog Inc COM 615394202   669,770 3,701 SH   SOLE   3,701 0 0
Netflix COM 64110L106   14,912,552 11,136 SH   SOLE   3,236 0 7,900
Nextera Energy COM 65339F101   898,486 12,943 SH   SOLE   12,943 0 0
Nvidia Corp COM 67066G104   56,314,441 356,443 SH   SOLE   97,474 0 258,969
O'Reilly Automotive COM 67103H107   5,760,659 63,915 SH   SOLE   17,430 0 46,485
Old Republic Intl Corp COM 680223104   1,221,926 31,788 SH   SOLE   31,788 0 0
Palantir Technologies Inc Cl A COM 69608A108   2,557,636 18,762 SH   SOLE   4,999 0 13,763
Palo Alto Networks COM 697435105   14,056,312 68,688 SH   SOLE   20,868 0 47,820
Pfizer Incorporated COM 717081103   760,251 31,363 SH   SOLE   31,363 0 0
Powell Industries COM 739128106   1,043,129 4,957 SH   SOLE   4,957 0 0
QXO Inc New COM 82846H405   738,047 34,264 SH   SOLE   34,264 0 0
Reddit Inc Cl A COM 75734B100   237,148 1,575 SH   SOLE   1,575 0 0
S&P Global COM 78409V104   10,449,833 19,818 SH   SOLE   5,091 0 14,727
Salesforce COM 79466L302   6,933,961 25,428 SH   SOLE   6,653 0 18,775
Sempra Energy Com COM 816851109   704,327 9,296 SH   SOLE   9,296 0 0
Servicenow Inc COM 81762P102   14,040,489 13,657 SH   SOLE   4,005 0 9,652
Shopify Inc COM 82509L107   1,174,840 10,185 SH   SOLE   1,573 0 8,612
Southern Co Com COM 842587107   203,863 2,220 SH   SOLE   2,220 0 0
Spotify Technology COM L8681T102   1,192,446 1,554 SH   SOLE   240 0 1,314
Stryker Corp COM 863667101   1,236,739 3,126 SH   SOLE   711 0 2,415
Tesla Inc COM 88160R101   7,697,855 24,233 SH   SOLE   9,064 0 15,169
The Trade Desk Inc COM 88339J105   609,755 8,470 SH   SOLE   1,450 0 7,020
TJX Corp COM 872540109   1,281,209 10,375 SH   SOLE   2,001 0 8,374
Transdigm Group Inc Com COM 893641100   8,552,079 5,624 SH   SOLE   1,090 0 4,534
Tuktu Resources Ltd COM 899050108   381 12,500 SH   SOLE   12,500 0 0
Uber Technologies Inc COM 90353T100   2,287,623 24,519 SH   SOLE   1,942 0 22,577
Union Pacific Corp COM 907818108   7,232,145 31,433 SH   SOLE   20,358 0 11,075
US Bancorp COM 902973304   233,354 5,157 SH   SOLE   5,157 0 0
Ventas Inc COM 92276F100   228,168 3,613 SH   SOLE   3,613 0 0
Verizon Communications COM 92343V104   231,062 5,340 SH   SOLE   5,340 0 0
Visa COM 92826C839   15,319,133 43,146 SH   SOLE   14,627 0 28,519
Vistra Corp COM 92840M102   1,281,433 6,612 SH   SOLE   6,612 0 0
Wal-Mart Stores Inc COM 931142103   7,796,977 79,740 SH   SOLE   79,740 0 0
Walt Disney COM 254687106   317,471 2,560 SH   SOLE   2,560 0 0
Waste Management COM 94106L109   819,187 3,580 SH   SOLE   3,580 0 0
Williams Companies COM 969457100   752,174 11,975 SH   SOLE   11,975 0 0
Woodward Inc COM 980745103   1,044,876 4,263 SH   SOLE   4,263 0 0
Xylem Inc COM 98419M100   971,632 7,511 SH   SOLE   7,511 0 0
Zimmer Biomet Holdings COM 98956P102   652,379 7,152 SH   SOLE   7,152 0 0
Zscaler Inc Com COM 98980G102   1,516,330 4,830 SH   SOLE   746 0 4,084
FTSE All-World ex-US Index Fun ETFS 922042775   10,292,794 153,121 SH   SOLE   151,509 0 1,612
Goldman Sachs Equal Weight U.S ETFS 381430438   9,762,376 119,725 SH   SOLE   119,725 0 0
Invesco QQQ Trust ETFS 46090E103   557,735 1,011 SH   SOLE   893 0 118
Invesco S&P 500 Equal Weight E ETFS 46137V357   14,749,473 81,157 SH   SOLE   80,336 0 821
iShares Core S&P 500 ETF ETFS 464287200   453,878 731 SH   SOLE   731 0 0
iShares Gold Trust ETF ETFS 464285204   19,842,765 318,197 SH   SOLE   318,197 0 0
iShares S&P 100 ETF ETFS 464287101   15,387,684 50,559 SH   SOLE   50,559 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465   28,277,454 316,338 SH   SOLE   316,338 0 0
iShares TR Russell 1000 ETF ETFS 464287622   246,188 725 SH   SOLE   725 0 0
iShares TR Russell 1000 Growth ETFS 464287614   8,719,599 20,537 SH   SOLE   20,537 0 0
iShares Tr S&P 500 Value ETF ETFS 464287408   29,471,876 150,813 SH   SOLE   150,813 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467   12,579,523 124,921 SH   SOLE   124,175 0 746
SPDR Portfolio S&P 500 Growth ETFS 78464A409   25,701,799 269,637 SH   SOLE   268,587 0 1,050
SPDR S&P 500 ETF ETFS 78462F103   552,972 895 SH   SOLE   895 0 0
Vanguard High Dividend Yield E ETFS 921946406   8,125,442 60,951 SH   SOLE   60,951 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629   6,417,621 22,934 SH   SOLE   22,711 0 223
Vanguard Index Fds Sm Cap Valu ETFS 922908611   14,488,853 74,298 SH   SOLE   74,298 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751   4,817,329 20,328 SH   SOLE   20,066 0 262
Vanguard Index Fds Sml Cp Grw ETFS 922908595   14,583,660 52,660 SH   SOLE   52,660 0 0
Vanguard Index Fds Value ETF ETFS 922908744   23,878,458 135,105 SH   SOLE   134,154 0 951
Vanguard Intl Eqty Idx FTSE Eu ETFS 922042874   368,900 4,760 SH   SOLE   4,760 0 0
Vanguard Total Stock Market ET ETFS 922908769   702,399 2,311 SH   SOLE   2,311 0 0
iShares U.S. Preferred Stock ETFS 464288687   5,430,360 177,000 SH   SOLE   177,000 0 0
Allstate Corp Sub Deb 53 PFD 020002309   242,895 9,380 SH   SOLE   9,380 0 0
Goldman Sachs Group Inc Pfd A PFD 38143y665   213,674 10,060 SH   SOLE   10,060 0 0
Huntington Bancshares Inc 4.50 PFD 446150823   374,268 21,314 SH   SOLE   21,314 0 0
Pacific Gas & Elec Co Pfd 1St PFD 694308503   257,509 14,698 SH   SOLE   14,698 0 0
Us Bancorp Del Pfd B 1/1000Dp PFD 902973155   259,594 12,993 SH   SOLE   12,993 0 0
Wells Fargo Co Dp Pf Cl A Sr Z PFD 94988u151   229,525 12,017 SH   SOLE   12,017 0 0
ASML Hldg Nv N Y Shs ADR N07059210   4,745,832 5,922 SH   SOLE   2,021 0 3,901
Shell plc ADR 780259305   2,556,710 36,312 SH   SOLE   36,312 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3   105,567,919 510,653 SH   SOLE   510,653 0 0