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
Alphabet Inc CL A COM 02079K305   752,027 2,615 SH   SOLE   2,615 0 0
Alphabet Inc CL C COM 02079K107   28,755,893 100,244 SH   SOLE   100,244 0 0
Amazon.com Inc COM 023135106   17,955,790 86,214 SH   SOLE   86,214 0 0
Apple Inc COM 037833100   28,580,740 112,616 SH   SOLE   112,616 0 0
AppLovin Corporation COM 03831w108   3,789,358 9,521 SH   SOLE   9,521 0 0
Arista Networks Inc. COM 040413205   6,107,568 49,744 SH   SOLE   49,744 0 0
Automatic Data Processing COM 053015103   325,088 1,600 SH   SOLE   1,600 0 0
Bloom Energy Corp COM 093712107   3,971,212 29,310 SH   SOLE   29,310 0 0
Broadcom LTD COM 11135f101   20,996,374 67,837 SH   SOLE   67,837 0 0
Capital One Financial Corp COM 14040h105   322,719 1,769 SH   SOLE   1,769 0 0
Celsius Holdings Inc. COM 15118v207   3,760,632 105,993 SH   SOLE   105,993 0 0
Comfort Systems USA Inc COM 199908104   5,969,648 4,329 SH   SOLE   4,329 0 0
Costco Wholesale COM 22160K105   6,430,392 6,453 SH   SOLE   6,453 0 0
Crowdstrike Holdings Inc. COM 22788c105   2,171,851 5,563 SH   SOLE   5,563 0 0
Eli Lilly & Co COM 532457108   9,225,068 10,030 SH   SOLE   10,030 0 0
Emcor Group Inc COM 29084q100   7,247,989 9,817 SH   SOLE   9,817 0 0
GE Vernova Inc COM 36828a101   6,178,386 7,078 SH   SOLE   7,078 0 0
Geckosystems International COM 36840u101   2 19,000 SH   SOLE   19,000 0 0
Intuitive Surgical Inc COM 46120e602   2,309,560 5,010 SH   SOLE   5,010 0 0
iShares Core S&P U.S. Growth E COM 464287671   787,028 5,074 SH   SOLE   5,074 0 0
KLA Corporation COM 482480100   329,820 224 SH   SOLE   224 0 0
LAM Research Corp COM 512807306   511,288 2,393 SH   SOLE   2,393 0 0
Lumentum Holdings Inc. COM 55024u109   5,010,679 7,130 SH   SOLE   7,130 0 0
Meta Platforms Inc. COM 30303m102   14,989,234 26,199 SH   SOLE   26,199 0 0
Mettler-Toledo Int'l COM 592688105   322,867 256 SH   SOLE   256 0 0
Micron Technology Inc COM 595112103   5,321,318 15,751 SH   SOLE   15,751 0 0
Microsoft Corp COM 594918104   25,644,271 69,277 SH   SOLE   69,277 0 0
Monolithic Power Sys COM 609839105   5,887,690 5,385 SH   SOLE   5,385 0 0
Nvidia Corp COM 67066g104   46,722,439 267,904 SH   SOLE   267,904 0 0
Oracle Corp COM 68389x105   1,982,160 13,474 SH   SOLE   13,474 0 0
Palantir Technologies Inc-A COM 69608a108   4,424,092 30,244 SH   SOLE   30,244 0 0
Robinhood Markets Inc COM 770700102   4,201,520 60,628 SH   SOLE   60,628 0 0
Thermo Fisher Scientific Inc COM 883556102   407,478 829 SH   SOLE   829 0 0
Vertiv Holdings Co A COM 92537n108   7,225,224 28,834 SH   SOLE   28,834 0 0
Visa Inc COM 92826c839   8,675,393 28,704 SH   SOLE   28,704 0 0
Airbus SE - Unsp ADR COM 009279100   2,295,500 48,582 SH   SOLE   48,582 0 0
ASML Holding ADR COM n07059210   3,839,653 2,907 SH   SOLE   2,907 0 0
Banco Santander SA-SponADR COM 05964H105   2,109,089 186,976 SH   SOLE   186,976 0 0
BHP Group COM 088606108   2,944,806 40,484 SH   SOLE   40,484 0 0
Cameco Corporation COM 13321l108   2,310,352 21,272 SH   SOLE   21,272 0 0
Celestica Inc. COM 15101q207   4,733,069 16,803 SH   SOLE   16,803 0 0
CRH Public Limited COM g25508105   3,256,512 30,979 SH   SOLE   30,979 0 0
Embraer SA ADR COM 29082a107   3,328,084 56,085 SH   SOLE   56,085 0 0
Fabrinet COM g3323l100   1,368,990 2,625 SH   SOLE   2,625 0 0
iShares MSCI South Korea ETF COM 464286772   2,777,935 22,583 SH   SOLE   22,583 0 0
Mitsubishi UFJ Financial Group COM 606822104   2,987,127 176,024 SH   SOLE   176,024 0 0
Nebius Group NV COM n97284108   1,937,510 18,673 SH   SOLE   18,673 0 0
Novartis AG ADR COM 66987v109   228,820 1,498 SH   SOLE   1,498 0 0
NU Holdings Ltd. COM g6683n103   1,569,693 109,234 SH   SOLE   109,234 0 0
Royal Bank of Canada COM 780087102   282,791 1,748 SH   SOLE   1,748 0 0
Schneider Electric COM 80687p106   2,846,308 52,293 SH   SOLE   52,293 0 0
Shell PLC ADR COM 780259305   3,801,375 40,875 SH   SOLE   40,875 0 0
Taiwan Semiconductor Mfg COM 874039100   10,092,877 29,865 SH   SOLE   29,865 0 0
UBS AG-Reg COM H42097107   2,632,419 67,377 SH   SOLE   67,377 0 0
United Overseas Bank COM 911271302   2,535,446 44,357 SH   SOLE   44,357 0 0
Viking Holdtings Ltd. COM g93a5a101   1,528,531 20,802 SH   SOLE   20,802 0 0
Zurich Insurance Group-ADR COM 989825104   3,456,863 97,349 SH   SOLE   97,349 0 0
Advanced Micro Devices COM 007903107   5,731,844 28,176 SH   SOLE   28,176 0 0
Amgen Inc COM 031162100   250,517 712 SH   SOLE   712 0 0
Amphenol Corp CL A COM 032095101   6,009,585 47,563 SH   SOLE   47,563 0 0
Applied Materials Inc COM 038222105   3,656,128 10,697 SH   SOLE   10,697 0 0
Berkshire Hathaway COM 084670702   13,171,291 27,486 SH   SOLE   27,486 0 0
Caterpillar Inc COM 149123101   6,482,409 9,150 SH   SOLE   9,150 0 0
CBOE Holdings Inc. COM 12503m108   2,821,381 10,038 SH   SOLE   10,038 0 0
Chevron Corp. COM 166764100   669,322 3,235 SH   SOLE   3,235 0 0
Cisco Systems Inc COM 17275r102   580,451 7,481 SH   SOLE   7,481 0 0
Conoco Phillips COM 20825c104   6,558,684 49,687 SH   SOLE   49,687 0 0
Corning Inc COM 219350105   4,942,781 36,352 SH   SOLE   36,352 0 0
D.R. Horton Inc. COM 23331a109   3,973,068 28,954 SH   SOLE   28,954 0 0
Evercore Inc - A COM 29977a105   3,864,809 12,947 SH   SOLE   12,947 0 0
Exxon Mobil Corp COM 30231G102   8,919,705 52,574 SH   SOLE   52,574 0 0
GE Aerospace COM 369604301   3,071,810 10,825 SH   SOLE   10,825 0 0
Goldman Sachs Group, Inc. COM 38141g104   5,080,170 6,005 SH   SOLE   6,005 0 0
HCA Healthcare Inc. COM 40412c101   4,798,654 10,140 SH   SOLE   10,140 0 0
Home Depot COM 437076102   5,377,023 16,349 SH   SOLE   16,349 0 0
Intl Business Machines Corp COM 459200101   2,600,360 10,728 SH   SOLE   10,728 0 0
iShares Core S&P U.S. Value ET COM 464287663   473,315 4,629 SH   SOLE   4,629 0 0
Johnson & Johnson COM 478160104   5,589,121 22,865 SH   SOLE   22,865 0 0
JP Morgan Chase COM 46625h100   17,971,411 61,094 SH   SOLE   61,094 0 0
Martin Marietta COM 573284106   4,321,500 7,341 SH   SOLE   7,341 0 0
Mastercard Inc-Cl A COM 57636Q104   3,905,343 7,816 SH   SOLE   7,816 0 0
Nextera Energy Inc COM 65339f101   247,804 2,668 SH   SOLE   2,668 0 0
O'Reilly Automotive COM 67103h107   3,250,512 35,213 SH   SOLE   35,213 0 0
PNC Financial Services Group COM 693475105   2,986,300 14,351 SH   SOLE   14,351 0 0
Procter & Gamble Co COM 742718109   202,216 1,400 SH   SOLE   1,400 0 0
Raytheon Tech Corp COM 75513e101   1,646,980 8,538 SH   SOLE   8,538 0 0
Royal Caribbean Cruises LTD COM v7780t103   1,664,289 6,048 SH   SOLE   6,048 0 0
Sandisk Corp COM 80004c200   3,995,653 6,289 SH   SOLE   6,289 0 0
ServiceNow Inc. COM 81762p102   2,352,203 22,498 SH   SOLE   22,498 0 0
Target Corp COM 87612e106   3,067,814 25,312 SH   SOLE   25,312 0 0
Teradyne Inc COM 880770102   4,960,369 16,732 SH   SOLE   16,732 0 0
Toll Brothers Inc COM 889478103   4,438,823 32,526 SH   SOLE   32,526 0 0
United Rentals Inc. COM 911363109   2,136,138 2,932 SH   SOLE   2,932 0 0
Vistra Corp COM 92840m102   4,010,955 26,681 SH   SOLE   26,681 0 0
Wal-Mart Stores COM 931142103   13,225,588 106,418 SH   SOLE   106,418 0 0
Waste Management COM 94106l109   4,348,154 18,922 SH   SOLE   18,922 0 0
Western Digital Corp COM 958102105   6,343,531 23,452 SH   SOLE   23,452 0 0
Dimensional US Target Value COM 25434v609   404,614 6,479 SH   SOLE   6,479 0 0
iShares Core Intl Stock ETF COM 46432f834   824,293 9,514 SH   SOLE   9,514 0 0
iShares Core MSCI EAFE ETF COM 46432f842   651,635 7,198 SH   SOLE   7,198 0 0
iShares Core MSCI Emerging COM 46434g103   413,897 5,934 SH   SOLE   5,934 0 0
iShares Core S&P 500 Index ETF COM 464287200   5,050,620 7,732 SH   SOLE   7,732 0 0
iShares Core S&P Mid Cap ETF COM 464287507   558,878 8,276 SH   SOLE   8,276 0 0
iShares Core S&P SmallCap ETF COM 464287804   407,240 3,276 SH   SOLE   3,276 0 0
Schwab U S Large Cap ETF COM 808524201   2,238,486 87,304 SH   SOLE   87,304 0 0
Schwab U S Mid Cap ETF COM 808524508   389,260 12,573 SH   SOLE   12,573 0 0
Schwab U S Small Cap ETF COM 808524607   233,483 8,029 SH   SOLE   8,029 0 0
SPDR MSCI ACWI ETF COM 78463x848   480,829 13,141 SH   SOLE   13,141 0 0
SPDR Portfolio Emerging Market COM 78463x509   243,697 5,195 SH   SOLE   5,195 0 0
Vanguard FTSE Developed Market COM 921943858   1,347,538 21,029 SH   SOLE   21,029 0 0
Vanguard Large-Cap ETF COM 922908637   479,355 1,604 SH   SOLE   1,604 0 0
Vanguard Mega Cap Growth ETF COM 921910816   351,640 957 SH   SOLE   957 0 0
Vanguard Mid-Cap ETF COM 922908629   1,053,663 3,669 SH   SOLE   3,669 0 0