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   449,260 2,951 SH   SOLE   2,951 0 0
ABBOTT LABS COM 002824100   1,327,532 9,761 SH   SOLE   9,761 0 0
ABBVIE INC COM 00287Y109   1,138,412 6,133 SH   SOLE   6,133 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   7,470,336 24,994 SH   SOLE   24,994 0 0
ADOBE INC COM 00724F101   7,151,864 18,486 SH   SOLE   18,486 0 0
ADVANCED MICRO DEVICES INC COM 007903107   946,189 6,668 SH   SOLE   6,668 0 0
ALPHABET INC CAP STK CL C 02079K107   15,352,999 86,549 SH   SOLE   86,549 0 0
ALPHABET INC CAP STK CL A 02079K305   844,812 4,794 SH   SOLE   4,794 0 0
AMAZON COM INC COM 023135106   964,585 4,397 SH   SOLE   4,397 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877   12,069,245 132,483 SH   SOLE   132,483 0 0
AMERICAN EXPRESS CO COM 025816109   20,079,684 62,950 SH   SOLE   62,950 0 0
AMGEN INC COM 031162100   9,432,866 33,784 SH   SOLE   33,784 0 0
ANAVEX LIFE SCIENCES CORP COM NEW 032797300   187,166 20,300 SH   SOLE   20,300 0 0
APPLE INC COM 037833100   20,550,688 100,164 SH   SOLE   100,164 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   321,623 401 SH   SOLE   401 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   12,284,248 39,635 SH   SOLE   39,635 0 0
BANK AMERICA CORP COM 060505104   283,352 5,988 SH   SOLE   5,988 0 0
BECTON DICKINSON & CO COM 075887109   5,252,802 30,495 SH   SOLE   30,495 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   50,287,200 69 SH   SOLE   69 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,625,587 5,405 SH   SOLE   5,405 0 0
BROADCOM INC COM 11135F101   519,159 1,883 SH   SOLE   1,883 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   5,538,455 22,707 SH   SOLE   22,707 0 0
BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A 11276H106   4,551,034 109,400 SH   SOLE   109,400 0 0
CAPITAL ONE FINL CORP COM 14040H105   314,459 1,478 SH   SOLE   1,478 0 0
CHEVRON CORP NEW COM 166764100   207,081 1,446 SH   SOLE   1,446 0 0
CHURCH & DWIGHT CO INC COM 171340102   10,411,851 108,333 SH   SOLE   108,333 0 0
CISCO SYS INC COM 17275R102   7,280,825 104,941 SH   SOLE   104,941 0 0
COCA COLA CO COM 191216100   939,207 13,180 SH   SOLE   13,180 0 0
COLGATE PALMOLIVE CO COM 194162103   4,420,343 48,629 SH   SOLE   48,629 0 0
COOPER COS INC COM 216648501   3,464,425 48,685 SH   SOLE   48,685 0 0
COSTCO WHSL CORP NEW COM 22160K105   208,491 211 SH   SOLE   211 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   238,673 469 SH   SOLE   469 0 0
CUMMINS INC COM 231021106   5,856,719 17,883 SH   SOLE   17,883 0 0
DANAHER CORPORATION COM 235851102   7,656,783 38,698 SH   SOLE   38,698 0 0
DEERE & CO COM 244199105   12,490,109 24,485 SH   SOLE   24,485 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,779,732 47,143 SH   SOLE   47,143 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   304,676 2,582 SH   SOLE   2,582 0 0
EAGLE MATLS INC COM 26969P108   3,800,112 18,779 SH   SOLE   18,779 0 0
EATON CORP PLC SHS G29183103   10,502,254 29,419 SH   SOLE   29,419 0 0
ELI LILLY & CO COM 532457108   3,945,324 5,061 SH   SOLE   5,061 0 0
EMCOR GROUP INC COM 29084Q100   20,658,109 38,621 SH   SOLE   38,621 0 0
EMERSON ELEC CO COM 291011104   368,649 2,765 SH   SOLE   2,765 0 0
EOG RES INC COM 26875P101   3,389,456 28,338 SH   SOLE   28,338 0 0
ESSENTIAL UTILS INC COM 29670G102   4,866,279 131,025 SH   SOLE   131,025 0 0
EXXON MOBIL CORP COM 30231G102   713,636 6,620 SH   SOLE   6,620 0 0
F5 INC COM 315616102   8,631,720 29,328 SH   SOLE   29,328 0 0
FAIR ISAAC CORP COM 303250104   491,721 269 SH   SOLE   269 0 0
GENERAL DYNAMICS CORP COM 369550108   345,909 1,186 SH   SOLE   1,186 0 0
GENUINE PARTS CO COM 372460105   4,103,882 33,546 SH   SOLE   33,546 0 0
GRAINGER W W INC COM 384802104   1,431,370 1,376 SH   SOLE   1,376 0 0
HERSHEY CO COM 427866108   3,415,175 20,580 SH   SOLE   20,580 0 0
HOME DEPOT INC COM 437076102   399,916 1,091 SH   SOLE   1,091 0 0
HONEYWELL INTL INC COM 438516106   388,211 1,667 SH   SOLE   1,667 0 0
HUBBELL INC COM 443510607   7,903,772 19,353 SH   SOLE   19,353 0 0
ILLINOIS TOOL WKS INC COM 452308109   785,553 3,158 SH   SOLE   3,158 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   8,013,737 27,185 SH   SOLE   27,185 0 0
INTERNATIONAL PAPER CO COM 460146103   236,164 5,043 SH   SOLE   5,043 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   768,153 1,391 SH   SOLE   1,391 0 0
ISHARES GOLD TR ISHARES NEW 464285204   12,270,577 196,770 SH   SOLE   196,770 0 0
ISHARES TR CORE S&P500 ETF 464287200   662,500 1,067 SH   SOLE   1,067 0 0
ISHARES TR MSCI EAFE ETF 464287465   91,357 1,022 SH   SOLE   1,022 0 0
ISHARES TR RUS MDCP VAL ETF 464287473   107,562 814 SH   SOLE   814 0 0
ISHARES TR RUS MD CP GR ETF 464287481   65,457 472 SH   SOLE   472 0 0
ISHARES TR RUS MID CAP ETF 464287499   143,013 1,555 SH   SOLE   1,555 0 0
ISHARES TR ISHARES SEMICDTR 464287523   50,843 213 SH   SOLE   213 0 0
ISHARES TR SELECT US REIT 464287564   13,455 220 SH   SOLE   220 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   383,216 1,973 SH   SOLE   1,973 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   969,741 2,284 SH   SOLE   2,284 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   3,716 13 SH   SOLE   13 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   69,700 323 SH   SOLE   323 0 0
ISHARES TR U.S. TECH ETF 464287721   66,882 386 SH   SOLE   386 0 0
JOHNSON & JOHNSON COM 478160104   6,147,651 40,246 SH   SOLE   40,246 0 0
JPMORGAN CHASE & CO. COM 46625H100   8,354,594 28,818 SH   SOLE   28,818 0 0
LITTELFUSE INC COM 537008104   6,666,971 29,405 SH   SOLE   29,405 0 0
LOCKHEED MARTIN CORP COM 539830109   475,645 1,027 SH   SOLE   1,027 0 0
LOWES COS INC COM 548661107   853,978 3,849 SH   SOLE   3,849 0 0
MAIN STR CAP CORP COM 56035L104   6,773,714 114,614 SH   SOLE   114,614 0 0
MARKEL GROUP INC COM 570535104   203,731 102 SH   SOLE   102 0 0
MARSH & MCLENNAN COS INC COM 571748102   1,110,454 5,079 SH   SOLE   5,079 0 0
MASTERCARD INCORPORATED CL A 57636Q104   274,227 488 SH   SOLE   488 0 0
MCDONALDS CORP COM 580135101   502,240 1,719 SH   SOLE   1,719 0 0
MCGRATH RENTCORP COM 580589109   5,972,854 51,508 SH   SOLE   51,508 0 0
MCKESSON CORP COM 58155Q103   230,316 314 SH   SOLE   314 0 0
MEDTRONIC PLC SHS G5960L103   4,163,304 47,375 SH   SOLE   47,375 0 0
MERCK & CO INC COM 58933Y105   811,696 10,150 SH   SOLE   10,150 0 0
META PLATFORMS INC CL A 30303M102   543,547 736 SH   SOLE   736 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   471,057 6,694 SH   SOLE   6,694 0 0
MICROSOFT CORP COM 594918104   26,466,779 53,209 SH   SOLE   53,209 0 0
NETFLIX INC COM 64110L106   208,904 156 SH   SOLE   156 0 0
NEXTERA ENERGY INC COM 65339F101   7,047,597 101,521 SH   SOLE   101,521 0 0
NICE LTD SPONSORED ADR 653656108   9,664,186 57,215 SH   SOLE   57,215 0 0
NIKE INC CL B 654106103   3,721,520 52,094 SH   SOLE   52,094 0 0
NVIDIA CORPORATION COM 67066G104   5,048,916 31,955 SH   SOLE   31,955 0 0
ORACLE CORP COM 68389X105   224,533 1,027 SH   SOLE   1,027 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   227,128 2,520 SH   SOLE   2,520 0 0
PATHFINDER BANCORP INC MD COM 70319R109   589,501 38,429 SH   SOLE   38,429 0 0
PAYCHEX INC COM 704326107   4,589,572 31,552 SH   SOLE   31,552 0 0
PEPSICO INC COM 713448108   869,161 6,583 SH   SOLE   6,583 0 0
PFIZER INC COM 717081103   4,176,990 172,318 SH   SOLE   172,318 0 0
PHILIP MORRIS INTL INC COM 718172109   810,004 4,415 SH   SOLE   4,415 0 0
POOL CORP COM 73278L105   4,046,716 13,883 SH   SOLE   13,883 0 0
PROCTER AND GAMBLE CO COM 742718109   924,452 5,802 SH   SOLE   5,802 0 0
RAYONIER INC COM 754907103   292,332 13,180 SH   SOLE   13,180 0 0
RELX PLC SPONSORED ADR 759530108   8,365,634 153,950 SH   SOLE   153,950 0 0
RIO TINTO PLC SPONSORED ADR 767204100   2,451,243 42,024 SH   SOLE   42,024 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,242,751 11,013 SH   SOLE   11,013 0 0
RTX CORPORATION COM 75513E101   17,024,528 116,590 SH   SOLE   116,590 0 0
S&P GLOBAL INC COM 78409V104   2,007,920 3,808 SH   SOLE   3,808 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   133,472 5,601 SH   SOLE   5,601 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   21,849 894 SH   SOLE   894 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   20,798 712 SH   SOLE   712 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   1,660 60 SH   SOLE   60 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   26,919 1,064 SH   SOLE   1,064 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   10,398 345 SH   SOLE   345 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730   27,563 835 SH   SOLE   835 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748   16,273 387 SH   SOLE   387 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755   29,015 725 SH   SOLE   725 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763   24,066 840 SH   SOLE   840 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   8,540 348 SH   SOLE   348 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   73,991 3,348 SH   SOLE   3,348 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847   3,893 184 SH   SOLE   184 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   9,114 214 SH   SOLE   214 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   326,363 2,250 SH   SOLE   2,250 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   152,043 1,128 SH   SOLE   1,128 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   81,933 377 SH   SOLE   377 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   37,825 446 SH   SOLE   446 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   49,124 333 SH   SOLE   333 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   219,297 866 SH   SOLE   866 0 0
SIMPLIFY EXCHANGE TRADED FUN MBS ETF 82889N525   2,655 53 SH   SOLE   53 0 0
SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 82889N657   242,330 11,000 SH Call SOLE   11,000 0 0
SOUTHERN CO COM 842587107   264,315 2,878 SH   SOLE   2,878 0 0
SPDR GOLD TR GOLD SHS 78463V107   830,357 2,724 SH   SOLE   2,724 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,404,630 7,109 SH   SOLE   7,109 0 0
STRYKER CORPORATION COM 863667101   316,495 798 SH   SOLE   798 0 0
TEXAS INSTRS INC COM 882508104   4,334,755 20,878 SH   SOLE   20,878 0 0
THE CIGNA GROUP COM 125523100   416,861 1,261 SH   SOLE   1,261 0 0
THE TRADE DESK INC COM CL A 88339J105   322,515 4,480 SH   SOLE   4,480 0 0
TJX COS INC NEW COM 872540109   13,118,474 106,231 SH   SOLE   106,231 0 0
TRUST FOR PROFESSIONAL MANAG JENSEN QUALITY 89834G562   1,336,043 50,394 SH   SOLE   50,394 0 0
TYLER TECHNOLOGIES INC COM 902252105   806,855 1,361 SH   SOLE   1,361 0 0
UNILEVER PLC SPON ADR NEW 904767704   6,305,514 103,082 SH   SOLE   103,082 0 0
UNION PAC CORP COM 907818108   1,183,762 5,145 SH   SOLE   5,145 0 0
UNITEDHEALTH GROUP INC COM 91324P102   521,185 1,671 SH   SOLE   1,671 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   38,486,301 777,344 SH   SOLE   777,344 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,615,311 2,835 SH   SOLE   2,835 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595   21,357 77 SH   SOLE   77 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   24,294 124 SH   SOLE   124 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   301,966 688 SH   SOLE   688 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   716,856 4,034 SH   SOLE   4,034 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   2,853 12 SH   SOLE   12 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   50,909 167 SH   SOLE   167 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   508,920 2,476 SH   SOLE   2,476 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   303,179 5,318 SH   SOLE   5,318 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   509,399 768 SH   SOLE   768 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   5,367,640 124,050 SH   SOLE   124,050 0 0
VISA INC COM CL A 92826C839   8,693,701 24,486 SH   SOLE   24,486 0 0
VITAL FARMS INC COM 92847W103   3,579,818 92,934 SH   SOLE   92,934 0 0
WALMART INC COM 931142103   6,426,936 65,729 SH   SOLE   65,729 0 0
WASTE MGMT INC DEL COM 94106L109   5,445,726 23,799 SH   SOLE   23,799 0 0
WATSCO INC COM 942622200   5,749,685 13,020 SH   SOLE   13,020 0 0
WILLIAMS SONOMA INC COM 969904101   6,239,017 38,189 SH   SOLE   38,189 0 0