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
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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
Abbott Laboratories Common Stock 002824100   8,723,817 76,518 SH   SOLE   76,518 0 0
Abbvie Inc. Common Stock 00287Y109   7,386,739 37,405 SH   SOLE   37,405 0 0
Adobe Inc. Common Stock 00724F101   6,989,512 13,499 SH   SOLE   13,499 0 0
Advanced Micro Devices, Inc. Common Stock 007903107   7,102,367 43,286 SH   SOLE   43,286 0 0
Alphabet Inc. Class C Capital Stock 02079K107   38,863,984 232,454 SH   SOLE   232,454 0 0
Amazon.com, Inc. Common Stock 023135106   20,653,563 110,844 SH   SOLE   110,844 0 0
American Express Company Common Stock 025816109   5,979,418 22,048 SH   SOLE   22,048 0 0
American Tower Corporation Common Stock 03027X100   6,021,909 25,894 SH   SOLE   25,894 0 0
Amgen Inc. Common Stock 031162100   3,949,328 12,257 SH   SOLE   12,257 0 0
Amphenol Corporation Class A Common 032095101   6,147,976 94,352 SH   SOLE   94,352 0 0
Apple Inc. Common Stock 037833100   72,860,964 312,708 SH   SOLE   312,708 0 0
Applied Materials, Inc. Common Stock 038222105   11,108,911 54,981 SH   SOLE   54,981 0 0
Bank of America Corp Common Stock 060505104   11,789,364 297,111 SH   SOLE   297,111 0 0
Berkshire Hathaway Inc. Class B Common Stock 084670702   19,872,186 43,176 SH   SOLE   43,176 0 0
Blackrock, Inc. Common Stock 09247X101   4,153,157 4,374 SH   SOLE   4,374 0 0
Bristol-Myers Squibb Company Common Stock 110122108   2,706,416 52,308 SH   SOLE   52,308 0 0
Broadcom Inc. Common Stock 11135F101   16,345,583 94,757 SH   SOLE   94,757 0 0
Cadence Design System, Inc. Common Stock 127387108   2,642,271 9,749 SH   SOLE   9,749 0 0
Chevron Corporation Common Stock 166764100   3,795,884 25,775 SH   SOLE   25,775 0 0
Cisco Systems, Inc. Common Stock 17275R102   8,053,250 151,320 SH   SOLE   151,320 0 0
Coca Cola Company Common Stock 191216100   10,923,798 152,015 SH   SOLE   152,015 0 0
ConocoPhillips Common Stock 20825C104   3,901,045 37,054 SH   SOLE   37,054 0 0
Costco Wholesale Corporation Common Stock 22160K105   7,747,298 8,739 SH   SOLE   8,739 0 0
Crown Castle Inc. Common Stock 22822V101   3,541,106 29,850 SH   SOLE   29,850 0 0
D.R. Horton Inc. Common Stock 23331A109   3,001,957 15,736 SH   SOLE   15,736 0 0
Digital Realty Trust, Inc. Common Stock 253868103   1,798,093 11,111 SH   SOLE   11,111 0 0
The Walt Disney Company Common Stock 254687106   3,090,873 32,133 SH   SOLE   32,133 0 0
Ecolab Inc. Common Stock 278865100   3,586,110 14,045 SH   SOLE   14,045 0 0
Elevance Health, Inc. Common Stock 036752103   5,700,240 10,962 SH   SOLE   10,962 0 0
Eli Lilly and Company Common Stock 532457108   15,405,611 17,389 SH   SOLE   17,389 0 0
Equinix, Inc. Common Stock 29444U700   4,153,221 4,679 SH   SOLE   4,679 0 0
Exxon Mobil Corporation Common Stock 30231G102   26,656,297 227,404 SH   SOLE   227,404 0 0
Fiserv, Inc. Common Stock 337738108   2,593,966 14,439 SH   SOLE   14,439 0 0
Freeport-McMoRan Inc. Class B Common Stock 35671D857   1,623,798 32,528 SH   SOLE   32,528 0 0
The Goldman Sachs Group, Inc. Common Stock 38141G104   4,861,485 9,819 SH   SOLE   9,819 0 0
Global X Funds Lithium & Battery Tech ETF 37954Y855   3,546,400 80,000 SH   SOLE   80,000 0 0
The Hershey Company Common Stock 427866108   2,965,302 15,462 SH   SOLE   15,462 0 0
Humana Inc. Common Stock 444859102   2,637,177 8,326 SH   SOLE   8,326 0 0
International Business Machines Corporation Common Stock 459200101   5,430,609 24,564 SH   SOLE   24,564 0 0
Intuit Inc. Common Stock 461202103   4,034,016 6,496 SH   SOLE   6,496 0 0
Johnson & Johnson Common Stock 478160104   12,978,413 80,084 SH   SOLE   80,084 0 0
JPMorgan Chase & Co. Common Stock 46625H100   22,975,516 108,961 SH   SOLE   108,961 0 0
Kenvue Inc. Common Stock 49177J102   6,182,210 267,281 SH   SOLE   267,281 0 0
Keurig Dr Pepper Inc. Common Stock 49271V100   5,246,563 139,983 SH   SOLE   139,983 0 0
Lam Research Corporation Common Stock 512807108   6,873,026 8,422 SH   SOLE   8,422 0 0
Linde plc Ordinary Shares G54950103   10,735,549 22,513 SH   SOLE   22,513 0 0
Live Nation Entertainment, Inc. Common Stock 538034109   2,305,093 21,053 SH   SOLE   21,053 0 0
Marsh & McLennan Companies, Inc. Common Stock 571748102   9,696,830 43,466 SH   SOLE   43,466 0 0
Martin Marietta Materials, Inc. Common Stock 573284106   2,950,687 5,482 SH   SOLE   5,482 0 0
Mastercard Incorporated Class A Common Stock 57636Q104   13,530,120 27,400 SH   SOLE   27,400 0 0
McKesson Corporation Common Stock 58155Q103   4,651,998 9,409 SH   SOLE   9,409 0 0
Merck & Company, Inc. Common Stock 58933Y105   9,518,599 83,820 SH   SOLE   83,820 0 0
Meta Platforms, Inc. Class A Common Stock 30303M102   38,951,680 68,045 SH   SOLE   68,045 0 0
Microsoft Corporation Common Stock 594918104   73,865,728 171,661 SH   SOLE   171,661 0 0
MiNK Therapeutics, Inc. Common Stock 603693102   125,000 166,666 SH   SOLE   166,666 0 0
Monster Beverage Corporation Common Stock 61174X109   2,512,925 48,168 SH   SOLE   48,168 0 0
Nasdaq, Inc. Common Stock 631103108   7,970,648 109,172 SH   SOLE   109,172 0 0
Netflix, Inc. Common Stock 64110L106   9,941,128 14,016 SH   SOLE   14,016 0 0
NVIDIA Corporation Common Stock 67066G104   63,855,338 525,818 SH   SOLE   525,818 0 0
NVR Inc Common Stock 62944T105   3,169,211 323 SH   SOLE   323 0 0
Occidental Petroleum Corporation Common Stock 674599105   10,144,515 196,828 SH   SOLE   196,828 0 0
Oracle Corporation Common Stock 68389X105   11,213,342 65,806 SH   SOLE   65,806 0 0
Palo Alto Networks, Inc. Common Stock 697435105   4,929,440 14,422 SH   SOLE   14,422 0 0
Pepsico, Inc. Common Stock 713448108   6,468,362 38,038 SH   SOLE   38,038 0 0
Pfizer Inc. Common Stock 717081103   7,118,603 245,978 SH   SOLE   245,978 0 0
Plug Power, Inc. Common Stock 72919P202   47,101 20,841 SH   SOLE   20,841 0 0
Procter & Gamble Company Common Stock 742718109   9,129,199 52,709 SH   SOLE   52,709 0 0
Prologis, Inc. Common Stock 74340W103   5,948,925 47,109 SH   SOLE   47,109 0 0
QUALCOMM Incorporated Common Stock 747525103   2,062,707 12,130 SH   SOLE   12,130 0 0
S&P Global Inc. Common Stock 78409V104   5,131,070 9,932 SH   SOLE   9,932 0 0
Salesforce, Inc. Common Stock 79466L302   5,993,428 21,897 SH   SOLE   21,897 0 0
Schlumberger Limited Common Stock 806857108   2,294,917 54,706 SH   SOLE   54,706 0 0
Select Sector SPDR Fund SBI CONS DISCR 81369Y407   78,230,065 390,280 SH   SOLE   390,280 0 0
Select Sector SPDR Fund SBI INT-UTILS 81369Y886   28,043,431 347,223 SH   SOLE   347,223 0 0
The Sherwin-Williams Company Common Stock 824348106   2,183,534 5,721 SH   SOLE   5,721 0 0
Texas Instruments Incorporated Common Stock 882508104   2,538,539 12,289 SH   SOLE   12,289 0 0
The Cigna Group Common Stock 125523100   4,022,515 11,611 SH   SOLE   11,611 0 0
Thermo Fisher Scientific Inc. Common Stock 883556102   5,001,757 8,086 SH   SOLE   8,086 0 0
TJX Companies, Inc. Common Stock 872540109   2,584,352 21,987 SH   SOLE   21,987 0 0
Uber Technologies, Inc. Common Stock 90353T100   2,045,179 27,211 SH   SOLE   27,211 0 0
UnitedHealth Group Incorporated Common Stock 91324P102   14,008,348 23,959 SH   SOLE   23,959 0 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   3,102,549 6,671 SH   SOLE   6,671 0 0
Visa Inc. Class A Common Stock 92826C839   10,229,790 37,206 SH   SOLE   37,206 0 0
Walmart Inc. Common Stock 931142103   10,483,127 129,822 SH   SOLE   129,822 0 0
Wells Fargo & Company Common Stock 949746101   4,684,490 82,926 SH   SOLE   82,926 0 0
Welltower Inc. Common Stock 95040Q104   2,143,990 16,746 SH   SOLE   16,746 0 0
Zoetis Inc. Class A Common Stock 98978V103   7,010,039 35,879 SH   SOLE   35,879 0 0