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 Stock 88579Y101   4,143,635 34,553 SH   SOLE NO 0 0 0
ABBOTT LABS COM Stock 002824100   892,469 8,129 SH   SOLE NO 0 0 0
ABBVIE INC COM Stock 00287Y109   204,921 1,268 SH   SOLE NO 0 0 0
AIR PRODS & CHEMS INC COM Stock 009158106   4,650,560 15,086 SH   SOLE NO 0 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   561,496 6,364 SH   SOLE NO 0 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   392,187 4,420 SH   SOLE NO 0 0 0
AMERICAN EXPRESS CO COM Stock 025816109   1,025,261 6,939 SH   SOLE NO 0 0 0
AMETEK INC COM Stock 031100100   884,571 6,331 SH   SOLE NO 0 0 0
AMPHENOL CORP NEW CL A Stock 032095101   835,621 10,975 SH   SOLE NO 0 0 0
APPLE INC COM Stock 037833100   1,627,303 12,524 SH   SOLE NO 0 0 0
AT&T INC COM Stock 00206R102   192,808 10,473 SH   SOLE NO 0 0 0
AVERY DENNISON CORP COM Stock 053611109   916,850 5,065 SH   SOLE NO 0 0 0
BANK AMERICA CORP COM Stock 060505104   242,571 7,324 SH   SOLE NO 0 0 0
BOEING CO COM Stock 097023105   663,858 3,485 SH   SOLE NO 0 0 0
CATERPILLAR INC COM Stock 149123101   5,484,955 22,896 SH   SOLE NO 0 0 0
CHEVRON CORP NEW COM Stock 166764100   6,841,405 38,116 SH   SOLE NO 0 0 0
CHUBB LIMITED COM Stock H1467J104   928,833 4,210 SH   SOLE NO 0 0 0
CISCO SYS INC COM Stock 17275R102   4,734,146 99,373 SH   SOLE NO 0 0 0
COCA COLA CO COM Stock 191216100   308,381 4,848 SH   SOLE NO 0 0 0
COMCAST CORP NEW CL A Stock 20030N101   6,326,701 180,918 SH   SOLE NO 0 0 0
CONOCOPHILLIPS COM Stock 20825C104   212,400 1,800 SH   SOLE NO 0 0 0
CONSOLIDATED EDISON INC COM Stock 209115104   789,548 8,284 SH   SOLE NO 0 0 0
CVS HEALTH CORP COM Stock 126650100   6,690,900 71,798 SH   SOLE NO 0 0 0
DECKERS OUTDOOR CORP COM Stock 243537107   930,043 2,330 SH   SOLE NO 0 0 0
DEERE & CO COM Stock 244199105   247,823 578 SH   SOLE NO 0 0 0
DISNEY WALT CO COM Stock 254687106   218,677 2,517 SH   SOLE NO 0 0 0
DOVER CORP COM Stock 260003108   546,921 4,039 SH   SOLE NO 0 0 0
EATON CORP PLC SHS Stock G29183103   4,787,010 30,500 SH   SOLE NO 0 0 0
EMERSON ELEC CO COM Stock 291011104   4,900,792 51,018 SH   SOLE NO 0 0 0
EOG RES INC COM Stock 26875P101   762,342 5,886 SH   SOLE NO 0 0 0
EXXON MOBIL CORP COM Stock 30231G102   762,504 6,913 SH   SOLE NO 0 0 0
GARMIN LTD SHS Stock H2906T109   4,212,945 45,649 SH   SOLE NO 0 0 0
GENERAC HLDGS INC COM Stock 368736104   698,278 6,937 SH   SOLE NO 0 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301   368,508 4,398 SH   SOLE NO 0 0 0
HARTFORD FINL SVCS GROUP INC COM Stock 416515104   5,012,424 66,101 SH   SOLE NO 0 0 0
HOME DEPOT INC COM Stock 437076102   5,724,701 18,124 SH   SOLE NO 0 0 0
INTEL CORP COM Stock 458140100   4,904,182 185,554 SH   SOLE NO 0 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   6,604,736 46,879 SH   SOLE NO 0 0 0
INTERNATIONAL PAPER CO COM Stock 460146103   4,469,154 129,054 SH   SOLE NO 0 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   479,685 3,396 SH   SOLE NO 0 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   488,331 1,271 SH   SOLE NO 0 0 0
ISHARES MSCI EAFE ETF ETF 464287465   504,706 7,689 SH   SOLE NO 0 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   272,873 1,565 SH   SOLE NO 0 0 0
JOHNSON & JOHNSON COM Stock 478160104   5,677,124 32,138 SH   SOLE NO 0 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   1,359,238 10,136 SH   SOLE NO 0 0 0
LINDE PLC SHS Stock G5494J103   694,670 2,130 SH   SOLE NO 0 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   4,797,777 9,862 SH   SOLE NO 0 0 0
MERCK & CO INC COM Stock 58933Y105   5,874,320 52,946 SH   SOLE NO 0 0 0
MICROSOFT CORP COM Stock 594918104   2,958,292 12,335 SH   SOLE NO 0 0 0
MOODYS CORP COM Stock 615369105   751,313 2,697 SH   SOLE NO 0 0 0
NEXTERA ENERGY INC COM Stock 65339F101   334,400 4,000 SH   SOLE NO 0 0 0
NVIDIA CORPORATION COM Stock 67066G104   552,135 3,778 SH   SOLE NO 0 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107   596,729 707 SH   SOLE NO 0 0 0
PARKER-HANNIFIN CORP COM Stock 701094104   1,008,786 3,467 SH   SOLE NO 0 0 0
PAYPAL HLDGS INC COM Stock 70450Y103   645,681 9,066 SH   SOLE NO 0 0 0
PFIZER INC COM Stock 717081103   5,638,856 110,048 SH   SOLE NO 0 0 0
PNC FINL SVCS GROUP INC COM Stock 693475105   4,460,234 28,240 SH   SOLE NO 0 0 0
PPG INDS INC COM Stock 693506107   4,444,435 35,346 SH   SOLE NO 0 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108   4,364,570 40,020 SH   SOLE NO 0 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   205,970 1,359 SH   SOLE NO 0 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101   5,516,488 54,662 SH   SOLE NO 0 0 0
ROCKWELL AUTOMATION INC COM Stock 773903109   765,128 2,971 SH   SOLE NO 0 0 0
ROPER TECHNOLOGIES INC COM Stock 776696106   295,982 685 SH   SOLE NO 0 0 0
SCHWAB CHARLES CORP COM Stock 808513105   918,418 11,031 SH   SOLE NO 0 0 0
SOUTHERN CO COM Stock 842587107   1,600,370 22,411 SH   SOLE NO 0 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101   4,012,058 53,409 SH   SOLE NO 0 0 0
STRYKER CORPORATION COM Stock 863667101   745,742 3,050 SH   SOLE NO 0 0 0
TARGET CORP COM Stock 87612E106   4,958,531 33,270 SH   SOLE NO 0 0 0
TE CONNECTIVITY LTD SHS Stock H84989104   618,938 5,391 SH   SOLE NO 0 0 0
TESLA INC COM Stock 88160R101   252,026 2,046 SH   SOLE NO 0 0 0
TEXAS INSTRS INC COM Stock 882508104   4,873,026 29,494 SH   SOLE NO 0 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   743,452 1,350 SH   SOLE NO 0 0 0
TJX COS INC NEW COM Stock 872540109   986,487 12,393 SH   SOLE NO 0 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109   4,602,728 24,549 SH   SOLE NO 0 0 0
TREX CO INC COM Stock 89531P105   529,252 12,503 SH   SOLE NO 0 0 0
TRUIST FINL CORP COM Stock 89832Q109   734,090 17,060 SH   SOLE NO 0 0 0
ULTA BEAUTY INC COM Stock 90384S303   808,208 1,723 SH   SOLE NO 0 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   758,029 1,430 SH   SOLE NO 0 0 0
US BANCORP DEL COM NEW Stock 902973304   4,795,170 109,956 SH   SOLE NO 0 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   4,748,272 120,515 SH   SOLE NO 0 0 0
VISA INC COM CL A Stock 92826C839   1,100,915 5,299 SH   SOLE NO 0 0 0
WATSCO INC COM Stock 942622200   2,937,932 11,780 SH   SOLE NO 0 0 0
WELLS FARGO CO NEW COM Stock 949746101   5,966,485 144,502 SH   SOLE NO 0 0 0
WEST PHARMACEUTICAL SVSC INC COM Stock 955306105   289,724 1,231 SH   SOLE NO 0 0 0