3M CO COM 88579Y101 1887144 12161 SH SOLE 0 0 12161 AT&T INC COM 00206R102 523090 18523 SH SOLE 0 0 18523 ABBVIE INC COM 00287Y109 332955 1438 SH SOLE 0 0 1438 ADOBE INC COM 00724F101 6306112 17877 SH SOLE 0 0 17877 ALPHABET INC CAP STK CL A 02079K305 15724437 64683 SH SOLE 0 0 64683 AMAZON COM INC COM 023135106 8636786 39335 SH SOLE 0 0 39335 AMERICAN EXPRESS CO COM 025816109 372019 1120 SH SOLE 0 0 1120 AMERICAN WTR WKS CO INC NEW COM 030420103 355909 2557 SH SOLE 0 0 2557 APPLE INC COM 037833100 7450219 29259 SH SOLE 0 0 29259 ARISTA NETWORKS INC COM SHS 040413205 11378785 78092 SH SOLE 0 0 78092 BANK AMERICA CORP COM 060505104 1666976 32312 SH SOLE 0 0 32312 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 479614 954 SH SOLE 0 0 954 BLOCK H & R INC COM 093671105 927150 18334 SH SOLE 0 0 18334 BROWN FORMAN CORP CL A 115637100 4144651 154019 SH SOLE 0 0 154019 CADENCE DESIGN SYSTEM INC COM 127387108 446803 1272 SH SOLE 0 0 1272 CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 4128395 299376 SH SOLE 0 0 299376 CME GROUP INC COM 12572Q105 256951 951 SH SOLE 0 0 951 COLGATE PALMOLIVE CO COM 194162103 295618 3698 SH SOLE 0 0 3698 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 724424 6120 SH SOLE 0 0 6120 CORNING INC COM 219350105 1811633 22085 SH SOLE 0 0 22085 CROWDSTRIKE HLDGS INC CL A 22788C105 13486431 27502 SH SOLE 0 0 27502 CUMMINS INC COM 231021106 713383 1689 SH SOLE 0 0 1689 DELL TECHNOLOGIES INC CL C 24703L202 12237728 86321 SH SOLE 0 0 86321 DYNATRACE INC COM NEW 268150109 315216 6506 SH SOLE 0 0 6506 ELI LILLY & CO COM 532457108 3087861 4047 SH SOLE 0 0 4047 EMERSON ELEC CO COM 291011104 1360992 10375 SH SOLE 0 0 10375 SELECT SECTOR SPDR TR ENERGY 81369Y506 721062 8071 SH SOLE 0 0 8071 GAP INC COM 364760108 854509 39949 SH SOLE 0 0 39949 GARMIN LTD SHS H2906T109 567783 2306 SH SOLE 0 0 2306 GENERAC HLDGS INC COM 368736104 9316312 55653 SH SOLE 0 0 55653 GOLDMAN SACHS GROUP INC COM 38141G104 2704405 3396 SH SOLE 0 0 3396 HCA HEALTHCARE INC COM 40412C101 7955875 18667 SH SOLE 0 0 18667 HERSHEY CO COM 427866108 292172 1562 SH SOLE 0 0 1562 HEWLETT PACKARD ENTERPRISE C COM 42824C109 402538 16390 SH SOLE 0 0 16390 HIMS & HERS HEALTH INC COM CL A 433000106 6954553 122612 SH SOLE 0 0 122612 INTERNATIONAL BUSINESS MACHS COM 459200101 2442941 8658 SH SOLE 0 0 8658 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 524442 27881 SH SOLE 0 0 27881 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 764599 36955 SH SOLE 0 0 36955 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 1125723 57114 SH SOLE 0 0 57114 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 1228544 62809 SH SOLE 0 0 62809 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 322582 6077 SH SOLE 0 0 6077 IRON MTN INC DEL COM 46284V101 1199018 11762 SH SOLE 0 0 11762 ISHARES TR RUSSELL 2000 ETF 464287655 324952 1343 SH SOLE 0 0 1343 ISHARES TR S&P 500 GRWT ETF 464287309 1481315 12271 SH SOLE 0 0 12271 KEURIG DR PEPPER INC COM 49271V100 956115 37480 SH SOLE 0 0 37480 LAUDER ESTEE COS INC CL A 518439104 8829272 100196 SH SOLE 0 0 100196 MARRIOTT INTL INC NEW CL A 571903202 297162 1141 SH SOLE 0 0 1141 MARSH & MCLENNAN COS INC COM 571748102 410920 2039 SH SOLE 0 0 2039 NEXTERA ENERGY INC COM 65339F101 397908 5271 SH SOLE 0 0 5271 NVIDIA CORPORATION COM 67066G104 10207605 54709 SH SOLE 0 0 54709 OCCIDENTAL PETE CORP COM 674599105 5857252 123963 SH SOLE 0 0 123963 ORACLE CORP COM 68389X105 487389 1733 SH SOLE 0 0 1733 PACCAR INC COM 693718108 225939 2298 SH SOLE 0 0 2298 PAYCHEX INC COM 704326107 974404 7687 SH SOLE 0 0 7687 PHILIP MORRIS INTL INC COM 718172109 1910878 11781 SH SOLE 0 0 11781 PPG INDS INC COM 693506107 210220 2000 SH SOLE 0 0 2000 QUALCOMM INC COM 747525103 229743 1381 SH SOLE 0 0 1381 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 355914 8448 SH SOLE 0 0 8448 ROKU INC COM CL A 77543R102 11467589 114527 SH SOLE 0 0 114527 ROYAL CARIBBEAN GROUP COM V7780T103 1613693 4987 SH SOLE 0 0 4987 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 803985 5777 SH SOLE 0 0 5777 SELECT SECTOR SPDR TR INDL 81369Y704 901988 5848 SH SOLE 0 0 5848 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 737448 8456 SH SOLE 0 0 8456 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 912198 16933 SH SOLE 0 0 16933 SOFI TECHNOLOGIES INC COM 83406F102 4199670 158958 SH SOLE 0 0 158958 SOUNDHOUND AI INC CLASS A COM 836100107 253035 15736 SH SOLE 0 0 15736 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 260824 2910 SH SOLE 0 0 2910 SPDR GOLD TR GOLD SHS 78463V107 605365 1703 SH SOLE 0 0 1703 STARBUCKS CORP COM 855244109 374524 4427 SH SOLE 0 0 4427 STERLING INFRASTRUCTURE INC COM 859241101 265630 782 SH SOLE 0 0 782 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2829498 10039 SH SOLE 0 0 10039 COCA COLA CO COM 191216100 340885 5140 SH SOLE 0 0 5140 TJX COS INC NEW COM 872540109 276794 1915 SH SOLE 0 0 1915 TOAST INC CL A 888787108 4872625 133460 SH SOLE 0 0 133460 US BANCORP DEL COM NEW 902973304 382242 7909 SH SOLE 0 0 7909 UBER TECHNOLOGIES INC COM 90353T100 10368949 105838 SH SOLE 0 0 105838 VANGUARD INDEX FDS TOTAL STK MKT 922908769 422447 1287 SH SOLE 0 0 1287 VERTEX PHARMACEUTICALS INC COM 92532F100 537722 1373 SH SOLE 0 0 1373 VERTIV HOLDINGS CO COM CL A 92537N108 6531484 43295 SH SOLE 0 0 43295 WELLS FARGO CO NEW COM 949746101 6745163 80472 SH SOLE 0 0 80472 WILLIAMS COS INC COM 969457100 337782 5332 SH SOLE 0 0 5332 ZILLOW GROUP INC CL C CAP STK 98954M200 7276987 94445 SH SOLE 0 0 94445