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
3M CO COM 88579Y101   315,558 2,975 SH   SOLE   1,875 0 1,100
BAXTER INTL INC COM 071813109   4,883,231 114,254 SH   SOLE   112,034 0 2,220
MOODYS CORP COM 615369105   317,961 809 SH   SOLE   809 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,970,642 80,637 SH   SOLE   78,109 0 2,528
ELI LILLY & CO COM 532457108   350,860 451 SH   SOLE   0 0 451
HERSHEY CO COM 427866108   210,060 1,080 SH   SOLE   15 0 1,065
ISHARES TR RUS 1000 GRW ETF 464287614   1,290,050 3,827 SH   SOLE   3,827 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   550,581 8,872 SH   SOLE   8,872 0 0
STARBUCKS CORP COM 855244109   449,590 4,919 SH   SOLE   4,541 0 378
ALPHABET INC CAP STK CL C 02079K107   1,009,484 6,630 SH   SOLE   6,530 0 100
MICROSOFT CORP COM 594918104   17,182,142 40,840 SH   SOLE   38,866 0 1,974
CLOROX CO DEL COM 189054109   3,683,245 24,056 SH   SOLE   23,138 0 918
CISCO SYS INC COM 17275R102   10,074,590 201,855 SH   SOLE   193,563 0 8,292
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   408,099 3,373 SH   SOLE   3,373 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   1,056,991 52,876 SH   SOLE   51,246 0 1,630
ANALOG DEVICES INC COM 032654105   285,411 1,443 SH   SOLE   1,443 0 0
GILEAD SCIENCES INC COM 375558103   6,535,934 89,228 SH   SOLE   86,571 0 2,657
HOME DEPOT INC COM 437076102   11,437,891 29,817 SH   SOLE   27,186 0 2,631
VANGUARD INDEX FDS TOTAL STK MKT 922908769   276,609 1,064 SH   SOLE   740 0 324
V F CORP COM 918204108   2,868,690 187,007 SH   SOLE   183,351 0 3,656
BROADCOM INC COM 11135F101   326,051 246 SH   SOLE   215 0 31
BERKSHIRE HATHAWAY INC DEL CL A 084670108   8,882,160 14 SH   SOLE   14 0 0
WABTEC COM 929740108   624,676 4,288 SH   SOLE   47 0 4,241
BLACKROCK INC COM 09247X101   6,896,193 8,272 SH   SOLE   7,864 0 408
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   542,891 1,291 SH   SOLE   1,291 0 0
DEXCOM INC COM 252131107   218,453 1,575 SH   SOLE   1,575 0 0
CSX CORP COM 126408103   7,524,409 202,978 SH   SOLE   178,125 0 24,853
WILLIAMS SONOMA INC COM 969904101   6,173,651 19,443 SH   SOLE   18,995 0 448
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   263,296 10,716 SH   SOLE   10,631 0 85
LABORATORY CORP AMER HLDGS COM NEW 50540R409   4,433,716 20,295 SH   SOLE   19,863 0 432
TJX COS INC NEW COM 872540109   257,404 2,538 SH   SOLE   2,538 0 0
SOFI TECHNOLOGIES INC COM 83406F102   546,777 74,901 SH   SOLE   74,901 0 0
HP INC COM 40434L105   309,634 10,246 SH   SOLE   10,246 0 0
STRYKER CORPORATION COM 863667101   383,995 1,073 SH   SOLE   1,073 0 0
AFLAC INC COM 001055102   281,082 3,274 SH   SOLE   3,274 0 0
MERCK & CO INC COM 58933Y105   8,231,326 62,382 SH   SOLE   60,411 0 1,971
NIKE INC CL B 654106103   6,218,508 66,168 SH   SOLE   64,151 0 2,017
ROYAL BK CDA COM 780087102   11,011,418 109,154 SH   SOLE   105,371 0 3,783
ISHARES TR SELECT DIVID ETF 464287168   774,566 6,288 SH   SOLE   6,147 0 141
NOVO-NORDISK A S ADR 670100205   710,822 5,536 SH   SOLE   5,536 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   295,798 3,617 SH   SOLE   3,617 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   6,886,235 114,048 SH   SOLE   110,083 0 3,965
AMAZON COM INC COM 023135106   558,457 3,096 SH   SOLE   3,096 0 0
ECOLAB INC COM 278865100   7,457,872 32,299 SH   SOLE   30,794 0 1,505
ROCKWELL AUTOMATION INC COM 773903109   250,544 860 SH   SOLE   860 0 0
AMERICAN EXPRESS CO COM 025816109   9,716,443 42,674 SH   SOLE   42,086 0 588
AMGEN INC COM 031162100   6,319,348 22,226 SH   SOLE   21,726 0 500
SPDR SER TR PORTFOLIO SH TSR 78468R101   277,659 9,601 SH   SOLE   9,601 0 0
AMERIPRISE FINL INC COM 03076C106   1,260,077 2,874 SH   SOLE   2,874 0 0
FIDELITY COVINGTON TRUST SUSTAINABLE U S 316092279   404,906 16,032 SH   SOLE   14,647 0 1,385
RUNWAY GROWTH FINANCE CORP COM 78163D100   172,768 14,255 SH   SOLE   14,255 0 0
NVIDIA CORPORATION COM 67066G104   15,385,876 17,028 SH   SOLE   15,801 0 1,227
COCA COLA CO COM 191216100   1,684,469 27,533 SH   SOLE   25,355 0 2,178
JOHNSON CTLS INTL PLC SHS G51502105   7,854,921 120,253 SH   SOLE   116,816 0 3,437
INVESCO QQQ TR UNIT SER 1 46090E103   562,131 1,266 SH   SOLE   1,164 0 102
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   6,565,781 18,943 SH   SOLE   18,388 0 555
KELLANOVA COM 487836108   480,262 8,383 SH   SOLE   7,915 0 468
VISA INC COM CL A 92826C839   8,630,211 30,924 SH   SOLE   29,830 0 1,094
UNILEVER PLC SPON ADR NEW 904767704   337,663 6,728 SH   SOLE   5,073 0 1,655
SKYWORKS SOLUTIONS INC COM 83088M102   5,298,600 48,916 SH   SOLE   47,333 0 1,583
ORACLE CORP COM 68389X105   443,152 3,528 SH   SOLE   1,319 0 2,209
ZOETIS INC CL A 98978V103   5,734,494 33,890 SH   SOLE   32,611 0 1,279
NATIONAL GRID PLC SPONSORED ADR NE 636274409   5,229,910 76,662 SH   SOLE   74,288 0 2,374
FIRST SOLAR INC COM 336433107   1,468,729 8,701 SH   SOLE   8,226 0 475
HAMILTON LANE INC CL A 407497106   235,556 2,089 SH   SOLE   2,089 0 0
SALESFORCE INC COM 79466L302   5,847,711 19,416 SH   SOLE   18,917 0 499
EATON CORP PLC SHS G29183103   404,608 1,294 SH   SOLE   1,044 0 250
ISHARES TR 0-5 YR TIPS ETF 46429B747   48,035,448 483,108 SH   SOLE   470,058 0 13,050
DISNEY WALT CO COM 254687106   3,137,310 25,640 SH   SOLE   23,070 0 2,570
BECTON DICKINSON & CO COM 075887109   4,811,825 19,446 SH   SOLE   19,015 0 431
MASTERCARD INCORPORATED CL A 57636Q104   1,808,777 3,756 SH   SOLE   3,522 0 234
COGNEX CORP COM 192422103   2,021,365 47,651 SH   SOLE   46,262 0 1,389
CORNING INC COM 219350105   3,510,303 106,502 SH   SOLE   104,196 0 2,306
ABBVIE INC COM 00287Y109   861,151 4,729 SH   SOLE   2,029 0 2,700
BLOOM ENERGY CORP COM CL A 093712107   170,140 15,137 SH   SOLE   15,137 0 0
JOHNSON & JOHNSON COM 478160104   716,126 4,527 SH   SOLE   4,373 0 154
PEPSICO INC COM 713448108   267,332 1,528 SH   SOLE   1,528 0 0
INTUIT COM 461202103   6,195,322 9,531 SH   SOLE   9,198 0 333
AUTOMATIC DATA PROCESSING IN COM 053015103   545,932 2,186 SH   SOLE   2,186 0 0
XYLEM INC COM 98419M100   5,562,607 43,041 SH   SOLE   41,034 0 2,007
AMERICAN TOWER CORP NEW COM 03027X100   4,739,475 23,986 SH   SOLE   23,053 0 933
PROCTER AND GAMBLE CO COM 742718109   7,218,999 44,493 SH   SOLE   43,214 0 1,279
PROLOGIS INC. COM 74340W103   5,112,712 39,262 SH   SOLE   37,707 0 1,555
ISHARES TR SHORT TREAS BD 464288679   21,168,266 191,499 SH   SOLE   187,783 0 3,716
EXELON CORP COM 30161N101   2,691,929 71,651 SH   SOLE   69,128 0 2,523
DEERE & CO COM 244199105   240,694 586 SH   SOLE   270 0 316
THERMO FISHER SCIENTIFIC INC COM 883556102   305,716 526 SH   SOLE   423 0 103
ABBOTT LABS COM 002824100   423,156 3,723 SH   SOLE   1,206 0 2,517
ASML HOLDING N V N Y REGISTRY SHS N07059210   298,905 308 SH   SOLE   220 0 88
ADOBE INC COM 00724F101   382,487 758 SH   SOLE   608 0 150
GENERAL MLS INC COM 370334104   5,028,981 71,873 SH   SOLE   69,376 0 2,497
THE CIGNA GROUP COM 125523100   253,972 699 SH   SOLE   13 0 686
NEXTERA ENERGY INC COM 65339F101   3,077,307 48,151 SH   SOLE   46,499 0 1,652
ALPHABET INC CAP STK CL A 02079K305   12,380,788 82,030 SH   SOLE   77,989 0 4,041
STEEL DYNAMICS INC COM 858119100   3,153,496 21,274 SH   SOLE   20,807 0 467
SPDR S&P 500 ETF TR TR UNIT 78462F103   496,917 950 SH   SOLE   915 0 35
WISDOMTREE TR EUROPE HEDGED EQ 97717X701   1,034,538 21,419 SH   SOLE   20,895 0 524
TARGET CORP COM 87612E106   5,849,241 33,007 SH   SOLE   31,998 0 1,009
CONSTELLATION ENERGY CORP COM 21037T109   1,626,389 8,798 SH   SOLE   8,397 0 401
LOWES COS INC COM 548661107   613,135 2,407 SH   SOLE   1,133 0 1,274
APPLE INC COM 037833100   12,056,912 70,311 SH   SOLE   62,564 0 7,747
TRUIST FINL CORP COM 89832Q109   204,723 5,252 SH   SOLE   5,252 0 0
CANADIAN NATL RY CO COM 136375102   275,010 2,088 SH   SOLE   2,088 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   25,961,326 257,783 SH   SOLE   251,275 0 6,508
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   226,890 472 SH   SOLE   422 0 50
INTERNATIONAL BUSINESS MACHS COM 459200101   300,953 1,576 SH   SOLE   1,088 0 488