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 8,410,973 74,361 SH   SOLE   14,623 0 59,738
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4,896,701 27,556 SH   SOLE   4,255 0 23,301
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2,687,940 22,253 SH   SOLE   10,583 0 11,670
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8,147,851 43,042 SH   SOLE   15,352 0 27,690
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 6,572,179 34,510 SH   SOLE   4,160 0 30,350
AMAZON COM INC COM 023135106 BBG001S5PQL7 14,353,591 65,425 SH   SOLE   14,792 0 50,633
AMENTUM HOLDINGS INC COM 023939101 BBG01NY7B770 269,815 12,830 SH   SOLE   6,585 0 6,245
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 5,247,627 42,153 SH   SOLE   10,255 0 31,898
APPLE INC COM 037833100 BBG001S5N8V8 21,268,384 84,931 SH   SOLE   22,887 0 62,043
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 2,435,710 14,977 SH   SOLE   2,545 0 12,432
AT&T INC COM 00206R102 BBG001S5VWH2 1,318,861 57,921 SH   SOLE   7,990 0 49,931
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 5,177,173 22,820 SH   SOLE   3,064 0 19,756
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,582,854 3,492 SH   SOLE   230 0 3,262
BLACKSTONE INC COM 09260D107 BBG001S7H949 6,551,443 37,997 SH   SOLE   11,375 0 26,622
BOEING CO COM 097023105 BBG001S5P0V3 475,599 2,687 SH   SOLE   375 0 2,312
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 2,316,471 40,956 SH   SOLE   13,526 0 27,430
BROADCOM INC COM 11135F101 BBG00KHY5SY8 15,381,740 66,346 SH   SOLE   20,475 0 45,871
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 BBG001SDHPH6 1,159,510 50,878 SH   SOLE   7,053 0 43,825
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2,459,383 16,980 SH   SOLE   8,047 0 8,933
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,715,799 62,767 SH   SOLE   24,010 0 38,756
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 1,018,370 4,425 SH   SOLE   774 0 3,651
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 7,860,788 836,254 SH   SOLE   135,975 0 700,279
CORNING INC COM 219350105 BBG001S5RLH1 1,179,732 24,826 SH   SOLE   2,770 0 22,056
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 10,216,411 11,150 SH   SOLE   1,364 0 9,786
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 BBG00DBBGRY0 242,143 6,152 SH   SOLE   2,392 0 3,760
CUMMINS INC COM 231021106 BBG001S5Q9M3 8,971,570 25,736 SH   SOLE   7,330 0 18,406
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 3,954,458 17,227 SH   SOLE   5,652 0 11,575
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 667,417 3,575 SH   SOLE   2,525 0 1,050
DEERE & CO COM 244199105 BBG001S5QFF7 2,722,273 6,425 SH   SOLE   624 0 5,801
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 997,304 5,624 SH   SOLE   1,039 0 4,585
DONALDSON INC COM 257651109 BBG001S5QDV4 5,358,299 79,559 SH   SOLE   8,489 0 71,070
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 1,029,899 10,755 SH   SOLE   560 0 10,195
EATON CORP PLC SHS G29183103 BBG001S5QZ45 3,062,164 9,227 SH   SOLE   2,197 0 7,030
EDISON INTL COM 281020107 BBG001S7MY75 3,447,092 43,175 SH   SOLE   11,285 0 31,890
ELI LILLY & CO COM 532457108 BBG001S5STL8 2,502,052 3,241 SH   SOLE   1,112 0 2,129
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 744,200 6,005 SH   SOLE   4,220 0 1,785
FEDEX CORP COM 31428X106 BBG001S5R3M5 3,364,988 11,961 SH   SOLE   1,655 0 10,306
FIRST SOLAR INC COM 336433107 BBG001S991Z7 9,139,101 51,856 SH   SOLE   14,237 0 37,619
FISERV INC COM 337738108 BBG001S5R6Q4 6,604,458 32,151 SH   SOLE   5,491 0 26,660
FORD MTR CO COM 345370860 BBG001S5TZ33 4,094,442 413,580 SH   SOLE   104,770 0 308,810
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 2,700,407 16,190 SH   SOLE   7,313 0 8,877
GE VERNOVA INC COM 36828A101 BBG013G17W77 2,603,152 7,914 SH   SOLE   3,874 0 4,040
HA SUSTAINABLE INFRA CAP INC COM 41068X100 BBG0044K5DN3 4,188,270 156,104 SH   SOLE   22,571 0 133,533
HOME DEPOT INC COM 437076102 BBG001S5RTW7 210,055 540 SH   SOLE   265 0 275
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 4,825,688 21,363 SH   SOLE   7,888 0 13,475
IMPINJ INC COM 453204109 BBG001T313Q3 614,014 4,227 SH   SOLE   668 0 3,559
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 8,384,976 38,143 SH   SOLE   11,429 0 26,714
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 303,781 582 SH   SOLE   409 0 173
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 BBG007RBRW19 1,431,204 29,632 SH   SOLE   3,515 0 26,116
INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 46138J585 BBG00Q5LFH79 7,638,422 341,001 SH   SOLE   73,820 0 267,181
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 BBG00Q5D6ZV0 2,896,088 157,911 SH   SOLE   15,642 0 142,269
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG 46138J395 BBG012JBJ3V8 6,344,150 296,536 SH   SOLE   47,990 0 248,546
INVESCO EXCH TRD SLF IDX FD BULLETSHS 2030 46139W841 BBG019JCWKY5 2,518,951 98,090 SH   SOLE   15,631 0 82,459
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 1,962,122 95,018 SH   SOLE   12,659 0 82,359
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 BBG00KXH4WB4 5,282,546 228,979 SH   SOLE   45,561 0 183,418
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 3,745,288 192,758 SH   SOLE   25,308 0 167,450
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 BBG00KJR2L24 3,835,008 196,869 SH   SOLE   26,587 0 170,282
INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP 46138J452 BBG00X3HZJZ8 7,511,340 346,464 SH   SOLE   76,087 0 270,377
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 BBG00X3HYBX8 1,397,507 85,370 SH   SOLE   5,199 0 80,171
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 BBG00LNJYDS0 7,676,468 329,816 SH   SOLE   59,215 0 270,601
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 BBG00LNJW5P2 4,227,501 210,010 SH   SOLE   27,926 0 182,084
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 595,970 15,927 SH   SOLE   1,588 0 14,338
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 3,464,275 17,629 SH   SOLE   3,698 0 13,931
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 312,203 2,361 SH   SOLE   325 0 2,036
ISHARES TR US INDUSTRIALS 464287754 BBG001SFGXQ5 332,176 2,488 SH   SOLE   292 0 2,195
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 5,109,896 38,242 SH   SOLE   12,992 0 25,250
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 4,115,307 28,456 SH   SOLE   9,861 0 18,595
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 15,684,944 65,433 SH   SOLE   15,772 0 49,661
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 2,186,657 79,805 SH   SOLE   16,800 0 63,005
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 4,815,622 22,901 SH   SOLE   5,076 0 17,825
LABCORP HOLDINGS INC COM SHS 504922105 BBG01MMT6PQ2 6,533,097 28,489 SH   SOLE   9,379 0 19,110
LIMONEIRA CO COM 532746104 BBG001S775Q4 1,467,845 60,010 SH   SOLE   60,010 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 12,142,066 49,198 SH   SOLE   9,854 0 39,344
MICROSOFT CORP COM 594918104 BBG001S5TD05 9,087,119 21,559 SH   SOLE   6,199 0 15,360
NETFLIX INC COM 64110L106 BBG001SF6L46 1,100,780 1,235 SH   SOLE   235 0 1,000
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 10,791,352 150,528 SH   SOLE   36,441 0 114,087
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 373,555 796 SH   SOLE   78 0 718
NUVEEN PFD & INCOME OPPORTUN COM 67073B106 BBG001S6R664 100,734 12,816 SH   SOLE   0 0 12,816
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 18,497,429 137,742 SH   SOLE   30,250 0 107,492
ONEOK INC NEW COM 682680103 BBG001S5TWK1 14,093,048 140,369 SH   SOLE   32,740 0 107,629
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 12,731,013 69,966 SH   SOLE   14,701 0 55,265
PFIZER INC COM 717081103 BBG001S5V466 1,600,555 60,330 SH   SOLE   9,325 0 51,005
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 1,555,106 18,345 SH   SOLE   6,580 0 11,765
PROSHARES TR INVT INT RT HG 74347B607 BBG005JYLX52 203,242 2,600 SH   SOLE   400 0 2,200
PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 6,056,646 51,098 SH   SOLE   15,658 0 35,440
QUALCOMM INC COM 747525103 BBG001S6VS70 13,109,594 85,338 SH   SOLE   20,434 0 64,903
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 2,639,650 8,352 SH   SOLE   2,117 0 6,235
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 4,836,165 9,303 SH   SOLE   2,014 0 7,289
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 361,524 7,480 SH   SOLE   923 0 6,557
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 290,467 3,452 SH   SOLE   439 0 3,013
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 637,369 1,875 SH   SOLE   325 0 1,550
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 228,610 2,150 SH   SOLE   350 0 1,800
STARBUCKS CORP COM 855244109 BBG001S72KH6 332,606 3,645 SH   SOLE   0 0 3,645
SYSCO CORP COM 871829107 BBG001S5WJS8 488,885 6,394 SH   SOLE   2,520 0 3,874
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 225,682 1,226 SH   SOLE   400 0 826
TENNANT CO COM 880345103 BBG001SCHFK6 1,392,288 17,077 SH   SOLE   2,601 0 14,476
TESLA INC COM 88160R101 BBG001SQKGD7 284,707 705 SH   SOLE   90 0 615
TETRA TECH INC NEW COM 88162G103 BBG001S5YYH5 1,157,272 29,048 SH   SOLE   4,210 0 24,838
THE REAL GOOD FOOD COMPANY I COM CL A 75601G109   9,133 23,809 SH   SOLE   23,809 0 0
THOR INDS INC COM 885160101 BBG001S5WPH6 1,755,321 18,340 SH   SOLE   1,450 0 16,890
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 3,047,120 7,006 SH   SOLE   1,836 0 5,170
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 5,012,091 7,115 SH   SOLE   1,060 0 6,055
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 240,284 475 SH   SOLE   210 0 265
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 9,840,353 205,736 SH   SOLE   49,473 0 156,263
VERIFYME INC COM NEW 92346X206 BBG001SD4YY2 136,000 100,000 SH   SOLE   0 0 100,000
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 212,451 1,870 SH   SOLE   1,870 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 212,063 671 SH   SOLE   0 0 671
WATERS CORP COM 941848103 BBG001S8MDG9 211,459 570 SH   SOLE   159 0 411
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 238,746 3,399 SH   SOLE   1,274 0 2,125
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 3,678,445 130,673 SH   SOLE   15,318 0 115,355
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 7,349,053 39,686 SH   SOLE   17,971 0 21,715
WORKDAY INC CL A 98138H101 BBG001T21KQ7 746,997 2,895 SH   SOLE   430 0 2,465
XYLEM INC COM 98419M100 BBG001V05C73 3,220,715 27,760 SH   SOLE   11,709 0 16,051
ZOETIS INC CL A 98978V103 BBG0039320P7 4,163,839 25,556 SH   SOLE   6,165 0 19,391