ABBVIE INC COM 00287Y109 2424796 11149 SH SOLE 11149 0 0 ADVANCED MICRO DEVICES INC COM 007903107 864578 4250 SH SOLE 4250 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3119814 24867 SH SOLE 24867 0 0 ALPHABET INC CAP STK CL A 02079K305 6560681 22815 SH SOLE 22815 0 0 ALPHABET INC CAP STK CL C 02079K107 2108995 7352 SH SOLE 7352 0 0 AMAZON COM INC COM 023135106 5322756 25557 SH SOLE 25557 0 0 AMGEN INC COM 031162100 4298551 12217 SH SOLE 12217 0 0 APPLE INC COM 037833100 7904623 31146 SH SOLE 31146 0 0 APPLIED MATLS INC COM 038222105 1183277 3462 SH SOLE 3462 0 0 ARISTA NETWORKS INC COM SHS 040413205 5801478 47251 SH SOLE 47251 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 1652358 1251 SH SOLE 1251 0 0 ASTRAZENECA PLC ORD G0593M107 1428424 7342 SH SOLE 7342 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 203180 1000 SH SOLE 1000 0 0 BARCLAYS PLC ADR 06738E204 2995960 141586 SH SOLE 141586 0 0 BLACKROCK INC COM 09290D101 1918611 1995 SH SOLE 1995 0 0 BROADCOM INC COM 11135F101 15765201 50936 SH SOLE 50936 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 332229 5900 SH SOLE 5900 0 0 CATERPILLAR INC COM 149123101 1992190 2812 SH SOLE 2812 0 0 CHEVRON CORPORATION COM 166764100 3035223 14670 SH SOLE 14670 0 0 CITIGROUP INC COM NEW 172967424 2521898 22237 SH SOLE 22237 0 0 COLGATE PALMOLIVE CO COM 194162103 218189 2560 SH SOLE 2560 0 0 CONOCOPHILLIPS COM 20825C104 799524 6057 SH SOLE 6057 0 0 CORNING INC COM 219350105 3040289 22360 SH SOLE 22360 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 8685880 8717 SH SOLE 8717 0 0 DEERE & CO COM 244199105 2567521 4558 SH SOLE 4558 0 0 DEVON ENERGY CORP NEW COM 25179M103 503200 10000 SH SOLE 10000 0 0 EATON CORP PLC SHS G29183103 278983 780 SH SOLE 780 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 907707 11335 SH SOLE 11335 0 0 ELI LILLY & CO COM 532457108 12777445 13892 SH SOLE 13892 0 0 EMBRAER S.A. SPONSORED ADS 29082A107 2390690 40288 SH SOLE 40288 0 0 EQT CORP COM 26884L109 1202796 18900 SH SOLE 18900 0 0 EXXON MOBIL CORP COM 30231G102 2533533 14933 SH SOLE 14933 0 0 FIFTH THIRD BANCORP COM 316773100 381483 8211 SH SOLE 8211 0 0 GENERAL DYNAMICS CORP COM 369550108 209364 610 SH SOLE 610 0 0 GOLDMAN SACHS ETF TR S&P 500 PREMIUM 38149W622 1002001 20024 SH SOLE 20024 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 2456755 2904 SH SOLE 2904 0 0 HOME DEPOT INC COM 437076102 230223 700 SH SOLE 700 0 0 HONEYWELL INTL INC COM 438516106 1152753 5100 SH SOLE 5100 0 0 IDEXX LABS INC COM 45168D104 1657576 2950 SH SOLE 2950 0 0 ILLINOIS TOOL WKS INC COM 452308109 260290 1000 SH SOLE 1000 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 956159 11036 SH SOLE 11036 0 0 ISHARES TR CORE S&P500 ETF 464287200 1111110 1701 SH SOLE 1701 0 0 JOHNSON & JOHNSON COM 478160104 858473 3512 SH SOLE 3512 0 0 JPMORGAN CHASE & CO COM 46625H100 3468735 11792 SH SOLE 11792 0 0 KLA CORP COM NEW 482480100 515344 350 SH SOLE 350 0 0 LINDE PLC SHS G54950103 1913138 3859 SH SOLE 3859 0 0 MARRIOTT INTL INC NEW CL A 571903202 1892100 5785 SH SOLE 5785 0 0 MARTIN MARIETTA MATLS INC COM 573284106 2352954 3997 SH SOLE 3997 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1188191 2378 SH SOLE 2378 0 0 MERCADOLIBRE INC COM 58733R102 663944 384 SH SOLE 384 0 0 META PLATFORMS INC CL A 30303M102 1737289 3037 SH SOLE 3037 0 0 MICRON TECHNOLOGY INC COM 595112103 1302035 3854 SH SOLE 3854 0 0 MICROSOFT CORP COM 594918104 11793237 31859 SH SOLE 31859 0 0 MONOLITHIC PWR SYS INC COM 609839105 3214449 2940 SH SOLE 2940 0 0 MOODYS CORP COM 615369105 785250 1800 SH SOLE 1800 0 0 NETFLIX INC. COM 64110L106 2597588 27016 SH SOLE 27016 0 0 NUCOR CORP COM 670346105 659490 3900 SH SOLE 3900 0 0 NVIDIA CORPORATION COM 67066G104 33520378 192204 SH SOLE 192204 0 0 ORACLE CORP COM 68389X105 441330 3000 SH SOLE 3000 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 7011960 75961 SH SOLE 75961 0 0 PHILIP MORRIS INTL INC COM 718172109 281078 1700 SH SOLE 1700 0 0 POWELL INDS INC COM 739128106 6985884 12911 SH SOLE 12911 0 0 PROCTER & GAMBLE CO COM 742718109 491096 3400 SH SOLE 3400 0 0 PUBLIC STORAGE OPER CO COM 74460D109 257336 950 SH SOLE 950 0 0 QUANTA SVCS INC COM 74762E102 5565965 10138 SH SOLE 10138 0 0 RBC BEARINGS INC COM 75524B104 252551 465 SH SOLE 465 0 0 RTX CORPORATION COM 75513E101 5802046 30078 SH SOLE 30078 0 0 SALESFORCE INC COM 79466L302 2459191 13174 SH SOLE 13174 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 2216186 5657 SH SOLE 5657 0 0 SIMON PPTY GROUP INC NEW COM 828806109 712545 3820 SH SOLE 3820 0 0 SLB LIMITED COM STK 806857108 205560 4000 SH SOLE 4000 0 0 SPDR GOLD TR GOLD SHS 78463V107 8127318 18888 SH SOLE 18888 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 790163 1215 SH SOLE 1215 0 0 STERLING INFRASTRUCTURE INC COM 859241101 325816 800 SH SOLE 800 0 0 STRYKER CORPORATION COM 863667101 262872 800 SH SOLE 800 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 3283522 9716 SH SOLE 9716 0 0 TESLA INC COM 88160R101 557625 1500 SH SOLE 1500 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 2189766 4455 SH SOLE 4455 0 0 TJX COS INC NEW COM 872540109 5804456 36346 SH SOLE 36346 0 0 TRACTOR SUPPLY CO COM 892356106 1423371 31421 SH SOLE 31421 0 0 TRANSDIGM GROUP INC COM 893641100 3566120 3077 SH SOLE 3077 0 0 ULTA BEAUTY INC COM 90384S303 683705 1308 SH SOLE 1308 0 0 VEEVA SYS INC CL A COM 922475108 281056 1600 SH SOLE 1600 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 4522618 90092 SH SOLE 90092 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 1972367 4417 SH SOLE 4417 0 0 VISA INC COM CL A 92826C839 5064938 16758 SH SOLE 16758 0 0 VISTRA CORP COM 92840M102 551561 3669 SH SOLE 3669 0 0 WALMART INC COM 931142103 9317893 74975 SH SOLE 74975 0 0