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
3M CO COM 88579Y101   859,740 5,854 SH   SOLE   5,850 0 4
ABBOTT LABS COM 002824100   5,590,800 42,147 SH   SOLE   20,809 0 21,338
ABBVIE INC COM 00287Y109   5,971,949 28,503 SH   SOLE   14,022 0 14,481
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,456,915 4,669 SH   SOLE   3,521 0 1,148
ADOBE INC COM 00724F101   1,258,746 3,282 SH   SOLE   872 0 2,410
AIR PRODS & CHEMS INC COM 009158106   1,311,510 4,447 SH   SOLE   1,280 0 3,167
AKAMAI TECHNOLOGIES INC COM 00971T101   255,588 3,175 SH   SOLE   2,575 0 600
ALIGN TECHNOLOGY INC COM 016255101   221,928 1,397 SH   SOLE   1,397 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   1,080,080 4,000 SH   SOLE   1,000 0 3,000
ALPHABET INC CAP STK CL A 02079K305   88,437,872 571,895 SH   SOLE   468,671 0 103,224
ALPHABET INC CAP STK CL C 02079K107   6,835,375 43,752 SH   SOLE   21,553 0 22,199
ALTRIA GROUP INC COM 02209S103   376,129 6,162 SH   SOLE   2,759 0 3,403
AMAZON COM INC COM 023135106   26,699,377 140,331 SH   SOLE   81,211 0 59,120
AMERICAN EXPRESS CO COM 025816109   572,001 2,126 SH   SOLE   261 0 1,865
AMERICAN TOWER CORP NEW COM 03027X100   42,823,898 196,801 SH   SOLE   170,703 0 26,098
AMERICAN WTR WKS CO INC NEW COM 030420103   29,490,281 199,907 SH   SOLE   167,476 0 32,431
AMGEN INC COM 031162100   916,892 2,943 SH   SOLE   1,605 0 1,338
AMPHENOL CORP NEW CL A 032095101   44,625,399 678,683 SH   SOLE   575,603 0 103,080
ANSYS INC COM 03662Q105   9,309,714 29,409 SH   SOLE   25,153 0 4,256
APPLE INC COM 037833100   99,606,202 448,414 SH   SOLE   338,362 0 110,052
APPLIED MATLS INC COM 038222105   405,466 2,794 SH   SOLE   2,794 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   242,523 366 SH   SOLE   317 0 49
ASTRAZENECA PLC SPONSORED ADR 046353108   514,500 7,000 SH   SOLE   4,500 0 2,500
AUTOMATIC DATA PROCESSING IN COM 053015103   28,201,888 91,842 SH   SOLE   76,375 0 15,467
AVERY DENNISON CORP COM 053611109   397,941 2,236 SH   SOLE   2,056 0 180
BANK AMERICA CORP COM 060505104   1,571,886 37,668 SH   SOLE   7,345 0 30,323
BECTON DICKINSON & CO COM 075887109   804,001 3,510 SH   SOLE   2,710 0 800
BERKSHIRE HATHAWAY INC DEL CL A 084670108   11,178,183 14 SH   SOLE   4 0 10
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   97,509,540 183,089 SH   SOLE   156,390 0 26,699
BLACKSTONE INC COM 09260D107   6,196,168 44,328 SH   SOLE   35,661 0 8,667
BOSTON SCIENTIFIC CORP COM 101137107   255,227 2,530 SH   SOLE   2,511 0 19
BP PLC SPONSORED ADR 055622104   293,061 8,673 SH   SOLE   8,273 0 400
BRINKER INTL INC COM 109641100   1,966,864 13,196 SH   SOLE   546 0 12,650
BRISTOL-MYERS SQUIBB CO COM 110122108   1,784,995 29,267 SH   SOLE   8,342 0 20,925
BROADCOM INC COM 11135F101   1,247,354 7,450 SH   SOLE   2,332 0 5,118
BROWN & BROWN INC COM 115236101   646,383 5,196 SH   SOLE   336 0 4,860
BROWN FORMAN CORP CL A 115637100   505,448 15,000 SH   SOLE   15,000 0 0
BROWN FORMAN CORP CL B 115637209   298,957 8,750 SH   SOLE   8,750 0 0
CACI INTL INC CL A 127190304   513,688 1,400 SH   SOLE   1,400 0 0
CANADIAN NATL RY CO COM 136375102   224,158 2,300 SH   SOLE   1,700 0 600
CARRIER GLOBAL CORPORATION COM 14448C104   366,326 5,778 SH   SOLE   3,136 0 2,642
CATERPILLAR INC COM 149123101   2,578,047 7,817 SH   SOLE   6,901 0 916
CBOE GLOBAL MKTS INC COM 12503M108   293,725 1,298 SH   SOLE   1,298 0 0
CHEVRON CORP NEW COM 166764100   22,520,246 134,618 SH   SOLE   107,651 0 26,967
CHUBB LIMITED COM H1467J104   29,411,863 97,107 SH   SOLE   86,307 0 10,800
CHURCH & DWIGHT CO INC COM 171340102   374,306 3,400 SH   SOLE   3,400 0 0
CINTAS CORP COM 172908105   1,894,987 9,220 SH   SOLE   20 0 9,200
CISCO SYS INC COM 17275R102   2,208,601 35,790 SH   SOLE   17,061 0 18,729
CLOROX CO DEL COM 189054109   220,875 1,500 SH   SOLE   1,400 0 100
COCA COLA CO COM 191216100   5,150,531 71,406 SH   SOLE   41,724 0 29,682
COLGATE PALMOLIVE CO COM 194162103   2,398,908 25,602 SH   SOLE   14,855 0 10,747
COMCAST CORP NEW CL A 20030N101   666,304 18,057 SH   SOLE   3,461 0 14,596
COMMSCOPE HLDG CO INC COM 20337X109   439,137 82,700 SH   SOLE   82,700 0 0
CONOCOPHILLIPS COM 20825C104   1,606,912 15,301 SH   SOLE   560 0 14,741
COPART INC COM 217204106   323,922 5,724 SH   SOLE   324 0 5,400
CORNING INC COM 219350105   447,180 9,768 SH   SOLE   5,241 0 4,527
COSTCO WHSL CORP NEW COM 22160K105   9,367,006 9,904 SH   SOLE   2,211 0 7,693
COUPANG INC CL A 22266T109   1,147,817 52,340 SH   SOLE   51,140 0 1,200
CROWDSTRIKE HLDGS INC CL A 22788C105   920,587 2,611 SH   SOLE   790 0 1,821
CSX CORP COM 126408103   854,559 29,037 SH   SOLE   26,937 0 2,100
CUMMINS INC COM 231021106   285,231 910 SH   SOLE   910 0 0
DANAHER CORPORATION COM 235851102   38,871,372 189,324 SH   SOLE   155,767 0 33,557
DARDEN RESTAURANTS INC COM 237194105   749,599 3,608 SH   SOLE   3,608 0 0
DEERE & CO COM 244199105   668,307 1,419 SH   SOLE   1,219 0 200
DIAGEO PLC SPON ADR NEW 25243Q205   256,342 2,409 SH   SOLE   1,559 0 850
DISNEY WALT CO COM 254687106   488,565 4,950 SH   SOLE   4,950 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105   308,531 10,257 SH   SOLE   10,257 0 0
DOVER CORP COM 260003108   246,655 1,404 SH   SOLE   1,404 0 0
DUPONT DE NEMOURS INC COM 26614N102   339,197 4,542 SH   SOLE   4,357 0 185
EASTERN BANKSHARES INC COM 27627N105   655,804 39,988 SH   SOLE   37,912 0 2,076
EATON CORP PLC SHS G29183103   4,186,454 15,401 SH   SOLE   267 0 15,134
EBAY INC. COM 278642103   223,509 3,300 SH   SOLE   1,300 0 2,000
ECOLAB INC COM 278865100   43,088,321 169,534 SH   SOLE   141,768 0 27,766
EDWARDS LIFESCIENCES CORP COM 28176E108   2,110,618 29,120 SH   SOLE   13,170 0 15,950
ELI LILLY & CO COM 532457108   2,814,702 3,408 SH   SOLE   2,268 0 1,140
EMERSON ELEC CO COM 291011104   2,870,814 26,184 SH   SOLE   9,016 0 17,168
ENTERPRISE PRODS PARTNERS L COM 293792107   332,865 9,750 SH   SOLE   7,950 0 1,800
EQUIFAX INC COM 294429105   243,560 1,000 SH   SOLE   1,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   359,845 4,979 SH   SOLE   266 0 4,713
EXXON MOBIL CORP COM 30231G102   16,370,120 137,645 SH   SOLE   98,515 0 39,130
FEDEX CORP COM 31428X106   628,591 2,564 SH   SOLE   283 0 2,281
FISERV INC COM 337738108   3,063,796 13,874 SH   SOLE   10,774 0 3,100
FORTINET INC COM 34959E109   688,259 7,150 SH   SOLE   700 0 6,450
FRANCO NEV CORP COM 351858105   1,011,851 6,422 SH   SOLE   6,422 0 0
GE AEROSPACE COM NEW 369604301   12,983,956 64,756 SH   SOLE   62,832 0 1,924
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,645,920 20,393 SH   SOLE   20,306 0 87
GE VERNOVA INC COM 36828A101   4,874,712 15,968 SH   SOLE   15,637 0 331
GENERAL MLS INC COM 370334104   585,942 9,800 SH   SOLE   9,800 0 0
GILEAD SCIENCES INC COM 375558103   1,239,834 11,065 SH   SOLE   10,940 0 125
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109   755,972 11,600 SH   SOLE   11,600 0 0
HCA HEALTHCARE INC COM 40412C101   289,571 838 SH   SOLE   838 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   202,200 10,000 SH   SOLE   10,000 0 0
HERSHEY CO COM 427866108   1,128,114 6,596 SH   SOLE   6,596 0 0
HOME DEPOT INC COM 437076102   2,938,517 8,018 SH   SOLE   3,493 0 4,525
HONEYWELL INTL INC COM 438516106   811,003 3,830 SH   SOLE   1,381 0 2,449
IDEXX LABS INC COM 45168D104   20,108,046 47,882 SH   SOLE   43,059 0 4,823
ILLINOIS TOOL WKS INC COM 452308109   2,236,608 8,964 SH   SOLE   966 0 7,998
ILLUMINA INC COM 452327109   1,561,570 19,682 SH   SOLE   1,705 0 17,977
INDEPENDENT BK CORP MASS COM 453836108   3,149,352 49,800 SH   SOLE   25,300 0 24,500
INTEL CORP COM 458140100   224,148 9,870 SH   SOLE   6,754 0 3,116
INTERNATIONAL BUSINESS MACHS COM 459200101   3,159,972 12,708 SH   SOLE   6,876 0 5,832
INTUIT COM 461202103   857,131 1,396 SH   SOLE   21 0 1,375
INTUITIVE SURGICAL INC COM NEW 46120E602   2,072,210 4,184 SH   SOLE   3,864 0 320
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   3,739,517 21,587 SH   SOLE   6,196 0 15,391
INVESCO QQQ TR UNIT SER 1 46090E103   1,421,588 3,027 SH   SOLE   424 0 2,603
IRON MTN INC DEL COM 46284V101   236,329 2,727 SH   SOLE   1,800 0 927
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   817,209 17,458 SH   SOLE   15,725 0 1,733
ISHARES GOLD TR ISHARES NEW 464285204   2,344,840 39,770 SH   SOLE   38,244 0 1,526
ISHARES GOLD TR SHARES REPRESENT 46436F103   2,923,123 93,780 SH   SOLE   80,091 0 13,689
ISHARES INC ESG AWR MSCI EM 46434G863   567,658 16,242 SH   SOLE   11,892 0 4,350
ISHARES TR CORE MSCI TOTAL 46432F834   11,589,159 166,010 SH   SOLE   130,795 0 35,215
ISHARES TR CORE S&P MCP ETF 464287507   972,403 16,665 SH   SOLE   14,040 0 2,625
ISHARES TR CORE S&P SCP ETF 464287804   1,262,997 12,078 SH   SOLE   11,079 0 999
ISHARES TR CORE S&P US VLU 464287663   5,008,579 54,270 SH   SOLE   54,000 0 270
ISHARES TR CORE S&P500 ETF 464287200   1,930,689 3,436 SH   SOLE   950 0 2,486
ISHARES TR CORE US AGGBD ET 464287226   1,379,836 13,949 SH   SOLE   5,157 0 8,792
ISHARES TR ESG AW MSCI EAFE 46435G516   17,984,054 220,150 SH   SOLE   206,408 0 13,742
ISHARES TR GL CLEAN ENE ETF 464288224   180,037 15,765 SH   SOLE   15,765 0 0
ISHARES TR IBDS DEC28 ETF 46435U515   24,143,938 955,817 SH   SOLE   711,207 0 244,610
ISHARES TR IBOND DEC 2030 46436E593   2,451,602 124,700 SH   SOLE   109,701 0 14,999
ISHARES TR IBONDS 2026 TERM 46436E528   319,043 13,740 SH   SOLE   13,740 0 0
ISHARES TR IBONDS 25 TRM HG 46435U168   749,258 32,240 SH   SOLE   31,240 0 1,000
ISHARES TR IBONDS 25 TRM TS 46436E866   2,494,678 106,747 SH   SOLE   90,701 0 16,046
ISHARES TR IBONDS 26 TRM TS 46436E858   3,334,742 145,368 SH   SOLE   130,889 0 14,479
ISHARES TR IBONDS 27 ETF 46435UAA9   24,301,626 1,005,030 SH   SOLE   731,503 0 273,527
ISHARES TR IBONDS 27 TRM TS 46436E841   2,173,642 96,951 SH   SOLE   87,004 0 9,947
ISHARES TR IBONDS 28 TRM TS 46436E833   2,551,252 114,663 SH   SOLE   102,610 0 12,053
ISHARES TR IBONDS 29 TRM TS 46436E825   2,875,077 132,066 SH   SOLE   119,650 0 12,416
ISHARES TR IBONDS DEC 2029 46436E163   2,470,297 98,654 SH   SOLE   80,754 0 17,900
ISHARES TR IBONDS DEC 2030 46436E726   12,212,027 562,248 SH   SOLE   410,190 0 152,058
ISHARES TR IBONDS DEC 2031 46436E460   1,612,983 79,340 SH   SOLE   52,622 0 26,718
ISHARES TR IBONDS DEC 2031 46436E486   5,019,425 241,900 SH   SOLE   148,587 0 93,313
ISHARES TR IBONDS DEC 2032 46436E312   537,335 21,502 SH   SOLE   9,505 0 11,997
ISHARES TR IBONDS DEC 25 46435U432   2,198,850 82,200 SH   SOLE   71,250 0 10,950
ISHARES TR IBONDS DEC 26 46435U259   4,643,895 181,686 SH   SOLE   125,286 0 56,400
ISHARES TR IBONDS DEC 27 46435U283   4,464,448 176,600 SH   SOLE   127,350 0 49,250
ISHARES TR IBONDS DEC 28 46435U325   8,419,421 332,915 SH   SOLE   283,565 0 49,350
ISHARES TR IBONDS DEC 29 46436E205   17,288,773 747,461 SH   SOLE   546,477 0 200,984
ISHARES TR IBONDS DEC2026 46435GAA0   28,918,192 1,194,473 SH   SOLE   898,020 0 296,453
ISHARES TR IBONDS DEC25 ETF 46434VBD1   24,880,468 989,283 SH   SOLE   707,891 0 281,392
ISHARES TR IBOXX HI YD ETF 464288513   705,987 8,949 SH   SOLE   4,224 0 4,725
ISHARES TR MSCI EAFE ETF 464287465   492,877 6,031 SH   SOLE   5,992 0 39
ISHARES TR MSCI EMG MKT ETF 464287234   1,656,493 37,906 SH   SOLE   31,706 0 6,200
ISHARES TR RUS 1000 GRW ETF 464287614   3,238,617 8,969 SH   SOLE   8,882 0 87
ISHARES TR RUS 2000 VAL ETF 464287630   858,322 5,685 SH   SOLE   5,685 0 0
ISHARES TR RUS MID CAP ETF 464287499   299,107 3,516 SH   SOLE   3,516 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   426,909 2,140 SH   SOLE   1,906 0 234
ISHARES TR SELECT DIVID ETF 464287168   2,325,147 17,314 SH   SOLE   16,933 0 381
ISHARES TR ULTRA SHORT-TERM 46434V878   3,484,865 68,735 SH   SOLE   64,436 0 4,299
JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886   5,257,871 106,976 SH   SOLE   99,986 0 6,990
JOHNSON & JOHNSON COM 478160104   12,345,003 74,439 SH   SOLE   69,803 0 4,636
JPMORGAN CHASE & CO. COM 46625H100   9,237,263 37,657 SH   SOLE   32,296 0 5,361
KIMBERLY-CLARK CORP COM 494368103   844,999 5,891 SH   SOLE   1,603 0 4,288
KINSALE CAP GROUP INC COM 49714P108   39,527,180 81,213 SH   SOLE   69,401 0 11,812
KLA CORP COM NEW 482480100   315,428 464 SH   SOLE   464 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   500,461 2,391 SH   SOLE   2,391 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   274,351 3,048 SH   SOLE   3,038 0 10
LINDE PLC SHS G54950103   638,393 1,371 SH   SOLE   1,371 0 0
LOWES COS INC COM 548661107   707,854 3,035 SH   SOLE   3,030 0 5
MARKEL GROUP INC COM 570535104   353,357 189 SH   SOLE   189 0 0
MARSH & MCLENNAN COS INC COM 571748102   2,923,968 11,982 SH   SOLE   7,787 0 4,195
MASCO CORP COM 574599106   1,367,922 19,671 SH   SOLE   571 0 19,100
MASTERCARD INCORPORATED CL A 57636Q104   3,577,580 6,527 SH   SOLE   4,544 0 1,983
MCCORMICK & CO INC COM NON VTG 579780206   25,470,912 309,451 SH   SOLE   276,049 0 33,402
MCDONALDS CORP COM 580135101   2,737,299 8,763 SH   SOLE   1,971 0 6,792
MERCADOLIBRE INC COM 58733R102   31,498,748 16,146 SH   SOLE   13,390 0 2,756
MERCK & CO INC COM 58933Y105   3,483,217 38,463 SH   SOLE   27,113 0 11,350
META PLATFORMS INC CL A 30303M102   54,986,476 95,403 SH   SOLE   81,622 0 13,781
MICROSOFT CORP COM 594918104   107,391,196 286,079 SH   SOLE   237,035 0 49,044
MICROSTRATEGY INC CL A NEW 594972408   204,672 710 SH   SOLE   600 0 110
MONDELEZ INTL INC CL A 609207105   497,140 7,273 SH   SOLE   5,266 0 2,007
MOODYS CORP COM 615369105   490,372 1,053 SH   SOLE   23 0 1,030
MORGAN STANLEY COM NEW 617446448   1,901,488 16,298 SH   SOLE   16,298 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   4,855,934 230,030 SH   SOLE   230,030 0 0
NEOGENOMICS INC COM NEW 64049M209   266,869 28,121 SH   SOLE   14,000 0 14,121
NETFLIX INC COM 64110L106   2,133,629 2,288 SH   SOLE   1,285 0 1,003
NEXTERA ENERGY INC COM 65339F101   690,398 9,739 SH   SOLE   985 0 8,754
NIKE INC CL B 654106103   560,484 8,774 SH   SOLE   4,919 0 3,855
NORFOLK SOUTHN CORP COM 655844108   513,018 2,166 SH   SOLE   166 0 2,000
NOVO-NORDISK A S ADR 670100205   285,507 4,045 SH   SOLE   3,756 0 289
NUCOR CORP COM 670346105   2,522,667 20,867 SH   SOLE   200 0 20,667
NUTRIEN LTD COM 67077M108   287,230 5,720 SH   SOLE   5,720 0 0
NVIDIA CORPORATION COM 67066G104   52,183,561 481,443 SH   SOLE   398,155 0 83,288
ORACLE CORP COM 68389X105   1,078,075 7,711 SH   SOLE   6,751 0 960
OREILLY AUTOMOTIVE INC COM 67103H107   43,801,134 30,575 SH   SOLE   24,789 0 5,786
OTIS WORLDWIDE CORP COM 68902V107   294,327 2,852 SH   SOLE   2,715 0 137
PALANTIR TECHNOLOGIES INC CL A 69608A108   506,400 6,000 SH   SOLE   5,000 0 1,000
PALO ALTO NETWORKS INC COM 697435105   521,818 3,058 SH   SOLE   2,452 0 606
PAYCHEX INC COM 704326107   4,012,823 26,010 SH   SOLE   23,485 0 2,525
PEPSICO INC COM 713448108   5,346,861 35,660 SH   SOLE   28,405 0 7,255
PERSONALIS INC COM 71535D106   992,657 282,808 SH   SOLE   40,400 0 242,408
PFIZER INC COM 717081103   1,223,492 48,283 SH   SOLE   33,917 0 14,366
PHILIP MORRIS INTL INC COM 718172109   815,928 5,097 SH   SOLE   1,804 0 3,293
PHILLIPS 66 COM 718546104   227,327 1,841 SH   SOLE   1,069 0 772
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   9,985,831 99,243 SH   SOLE   92,963 0 6,280
PIMCO ETF TR ENHNCD LW DUR AC 72201R718   7,394,084 77,040 SH   SOLE   69,793 0 7,247
PROCTER AND GAMBLE CO COM 742718109   25,331,741 148,643 SH   SOLE   115,008 0 33,635
PROSHARES TR S&P 500 DV ARIST 74348A467   620,800 6,048 SH   SOLE   6,040 0 8
QUALCOMM INC COM 747525103   319,048 2,077 SH   SOLE   1,095 0 982
RANGE RES CORP COM 75281A109   227,601 5,700 SH   SOLE   5,700 0 0
REGENERON PHARMACEUTICALS COM 75886F107   16,926,331 26,688 SH   SOLE   21,358 0 5,330
ROSS STORES INC COM 778296103   252,258 1,974 SH   SOLE   167 0 1,807
RTX CORPORATION COM 75513E101   2,723,643 20,562 SH   SOLE   6,546 0 14,016
S&P GLOBAL INC COM 78409V104   52,737,732 103,794 SH   SOLE   87,406 0 16,388
SALESFORCE INC COM 79466L302   929,600 3,464 SH   SOLE   264 0 3,200
SCHLUMBERGER LTD COM STK 806857108   512,441 12,176 SH   SOLE   11,484 0 692
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   428,683 15,332 SH   SOLE   10,191 0 5,141
SELECT SECTOR SPDR TR ENERGY 81369Y506   12,432,215 133,036 SH   SOLE   109,354 0 23,682
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   330,154 1,672 SH   SOLE   1,666 0 6
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   353,053 2,418 SH   SOLE   2,030 0 388
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,168,058 5,657 SH   SOLE   5,333 0 324
SERVICE CORP INTL COM 817565104   1,468,783 18,314 SH   SOLE   266 0 18,048
SERVICENOW INC COM 81762P102   20,779,254 26,100 SH   SOLE   20,582 0 5,518
SHELL PLC SPON ADS 780259305   1,139,431 15,549 SH   SOLE   400 0 15,149
SHERWIN WILLIAMS CO COM 824348106   310,081 888 SH   SOLE   363 0 525
SHOPIFY INC CL A 82509L107   462,983 4,849 SH   SOLE   849 0 4,000
SIMON PPTY GROUP INC NEW COM 828806109   1,868,068 11,248 SH   SOLE   136 0 11,112
SKEENA RES LTD NEW COM 83056P715   222,788 22,080 SH   SOLE   22,080 0 0
SPDR GOLD TR GOLD SHS 78463V107   5,970,261 20,720 SH   SOLE   20,525 0 195
SPDR S&P 500 ETF TR TR UNIT 78462F103   29,918,471 53,323 SH   SOLE   45,897 0 7,426
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   800,578 1,497 SH   SOLE   1,497 0 0
STARBUCKS CORP COM 855244109   870,353 8,873 SH   SOLE   6,575 0 2,298
STATE STR CORP COM 857477103   236,360 2,640 SH   SOLE   910 0 1,730
STRYKER CORPORATION COM 863667101   36,238,261 97,132 SH   SOLE   61,533 0 35,599
SYNOPSYS INC COM 871607107   17,105,540 39,887 SH   SOLE   34,474 0 5,413
SYSCO CORP COM 871829107   2,415,838 32,194 SH   SOLE   10,324 0 21,870
TE CONNECTIVITY PLC ORD SHS G87052109   29,976,658 212,119 SH   SOLE   182,844 0 29,275
TERRENO RLTY CORP COM 88146M101   7,901,425 124,185 SH   SOLE   109,023 0 15,162
TEXAS INSTRS INC COM 882508104   834,707 4,645 SH   SOLE   2,001 0 2,644
TEXAS PACIFIC LAND CORPORATI COM 88262P102   21,819,936 16,468 SH   SOLE   16,468 0 0
THE CIGNA GROUP COM 125523100   1,597,624 4,856 SH   SOLE   1,161 0 3,695
THERMO FISHER SCIENTIFIC INC COM 883556102   39,248,897 78,809 SH   SOLE   69,328 0 9,481
TJX COS INC NEW COM 872540109   54,905,979 450,788 SH   SOLE   396,374 0 54,414
TRANSDIGM GROUP INC COM 893641100   25,520,318 18,449 SH   SOLE   15,287 0 3,162
TRAVELERS COMPANIES INC COM 89417E109   456,987 1,728 SH   SOLE   637 0 1,091
UBER TECHNOLOGIES INC COM 90353T100   17,314,232 237,637 SH   SOLE   208,377 0 29,260
UGI CORP NEW COM 902681105   334,450 10,000 SH   SOLE   10,000 0 0
UNION PAC CORP COM 907818108   2,343,029 9,918 SH   SOLE   7,078 0 2,840
UNITED PARCEL SERVICE INC CL B 911312106   555,120 5,047 SH   SOLE   4,485 0 562
UNITEDHEALTH GROUP INC COM 91324P102   454,092 867 SH   SOLE   752 0 115
VALHI INC NEW COM 918905209   162,500 10,000 SH   SOLE   10,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   251,354 5,468 SH   SOLE   5,400 0 68
VANECK ETF TRUST LOW CARBN ENERGY 92189F502   335,646 3,320 SH   SOLE   3,320 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   215,687 1,171 SH   SOLE   1,171 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   328,272 1,906 SH   SOLE   1,900 0 6
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   324,148 1,325 SH   SOLE   1,302 0 23
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   1,451,282 9,040 SH   SOLE   9,020 0 20
VANGUARD INDEX FDS MID CAP ETF 922908629   2,017,236 7,800 SH   SOLE   2,285 0 5,515
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   30,126,433 58,622 SH   SOLE   21,295 0 37,327
VANGUARD INDEX FDS SMALL CP ETF 922908751   1,693,062 7,635 SH   SOLE   2,789 0 4,846
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,807,777 17,493 SH   SOLE   15,985 0 1,508
VANGUARD INDEX FDS VALUE ETF 922908744   1,562,779 9,047 SH   SOLE   8,742 0 305
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   119,510,513 1,970,170 SH   SOLE   1,702,081 0 268,089
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,517,550 77,719 SH   SOLE   69,762 0 7,957
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   624,842 3,221 SH   SOLE   3,140 0 81
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   829,495 16,319 SH   SOLE   5,333 0 10,986
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   2,126,293 16,488 SH   SOLE   4,488 0 12,000
VANGUARD WORLD FD INF TECH ETF 92204A702   244,071 450 SH   SOLE   450 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   393,408 8,673 SH   SOLE   1,758 0 6,915
VERTEX PHARMACEUTICALS INC COM 92532F100   957,520 1,975 SH   SOLE   1,043 0 932
VISA INC COM CL A 92826C839   62,143,217 177,319 SH   SOLE   145,956 0 31,363
WALMART INC COM 931142103   31,505,854 357,931 SH   SOLE   297,607 0 60,324
WATSCO INC COM 942622200   58,365,040 114,824 SH   SOLE   98,017 0 16,807
WEYERHAEUSER CO MTN BE COM NEW 962166104   904,635 30,896 SH   SOLE   5,448 0 25,448
WHEATON PRECIOUS METALS CORP COM 962879102   1,242,080 16,000 SH   SOLE   16,000 0 0
YUM BRANDS INC COM 988498101   742,110 4,716 SH   SOLE   4,356 0 360
ZOETIS INC CL A 98978V103   336,710 2,045 SH   SOLE   2,045 0 0