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
Abbott Labs COM 002824100   238,050 2,623 SH   SOLE   1,350 0 1,273
Accenture plc COM G1151C101   263,191 2,115 SH   SOLE   875 0 1,240
Air Prods & Chems Inc COM 009158106   262,396 895 SH   SOLE   470 0 425
Alphabet Inc COM 02079K305   5,487,929 15,356 SH   SOLE   1,490 0 13,866
Amazon.com Inc COM 023135106   2,805,113 11,769 SH   SOLE   1,848 0 9,921
American Express Co COM 025816109   1,172,374 3,466 SH   SOLE   589 0 2,877
American Twr Corp-REIT COM 03027X100   234,723 1,435 SH   SOLE   640 0 795
Ameriprise Financial Inc COM 03076C106   221,581 483 SH   SOLE   75 0 408
Amgen Inc COM 031162100   567,442 1,567 SH   SOLE   1,092 0 475
Analog Devices Inc COM 032654105   4,738,921 11,932 SH   SOLE   731 0 11,201
Apple Inc COM 037833100   4,575,742 15,813 SH   SOLE   1,863 0 13,950
Applied Materials Inc COM 038222105   7,611,756 10,528 SH   SOLE   928 0 9,600
Arista Networks Inc COM 040413205   2,226,787 13,108 SH   SOLE   1,981 0 11,127
Atmos Energy Corp COM 049560105   475,121 2,758 SH   SOLE   0 0 2,758
Bank of America Corp COM 060505104   200,684 3,522 SH   SOLE   522 0 3,000
Bank of New York Mellon Corp COM 064058100   883,856 6,112 SH   SOLE   0 0 6,112
Becton Dickinson & Co COM 075887109   239,101 1,580 SH   SOLE   800 0 780
BlackRock Inc COM 09290D101   2,300,327 2,392 SH   SOLE   296 0 2,096
Bondbloxx 1-5 Year Corporate B COM 09789C754   465,326 9,116 SH   SOLE   733 0 8,383
Bondbloxx Bloomberg Six Mth Ta COM 09789C788   419,703 8,344 SH   SOLE   1,889 0 6,455
Broadcom Inc COM 11135F101   1,376,899 3,645 SH   SOLE   440 0 3,205
CSX Corp COM 126408103   208,989 4,397 SH   SOLE   785 0 3,612
Caterpillar Inc COM 149123101   351,417 330 SH   SOLE   130 0 200
Cisco Systems Inc COM 17275R102   395,370 3,366 SH   SOLE   1,521 0 1,845
Constellation Energy Corp COM 21037t109   1,303,454 5,248 SH   SOLE   775 0 4,473
Corning Inc COM 219350105   534,870 2,094 SH   SOLE   901 0 1,193
Costco Wholesale Corp COM 22160K105   3,969,743 4,244 SH   SOLE   330 0 3,914
Danaher Corp COM 235851102   399,627 2,098 SH   SOLE   0 0 2,098
Dell Technologies Inc COM 24703L202   1,441,508 3,341 SH   SOLE   0 0 3,341
DexCom Inc COM 252131107   1,203,949 17,876 SH   SOLE   125 0 17,751
DoorDash Inc COM 25809K105   957,342 5,188 SH   SOLE   24 0 5,164
Doubleline ETF Trust-Mortgage COM 25861R402   474,892 9,674 SH   SOLE   2,416 0 7,258
Duke Energy Corp COM 26441C204   563,028 4,448 SH   SOLE   284 0 4,164
Ecolab Inc COM 278865100   505,677 1,815 SH   SOLE   0 0 1,815
Eli Lilly and Company COM 532457108   4,781,811 3,987 SH   SOLE   419 0 3,568
Emerson Elec Co COM 291011104   287,731 2,010 SH   SOLE   700 0 1,310
Enbridge Inc COM 29250N105   204,697 3,776 SH   SOLE   327 0 3,449
ExxonMobil Holdings Corp COM 30233Q108   1,079,182 7,893 SH   SOLE   1,133 0 6,760
GE Aerospace COM 369604301   1,146,230 3,067 SH   SOLE   998 0 2,069
General Dynamics Corp COM 369550108   1,808,771 5,106 SH   SOLE   945 0 4,161
Home Depot Inc COM 437076102   253,930 720 SH   SOLE   275 0 445
Howmet Aerospace Inc COM 443201108   654,943 2,436 SH   SOLE   0 0 2,436
IShares Floating Rate Bond ETF COM 46429B655   480,585 9,414 SH   SOLE   1,899 0 7,515
Illinois Tool Wks Inc COM 452308109   256,135 947 SH   SOLE   437 0 510
International Business Machine COM 459200101   504,210 1,793 SH   SOLE   631 0 1,162
International Paper Co COM 460146103   315,658 8,285 SH   SOLE   3,125 0 5,160
Invesco Preferred ETF COM 46138E511   399,281 36,834 SH   SOLE   7,159 0 29,675
Invesco S&P 500 Quality ETF COM 46137V241   606,013 6,726 SH   SOLE   753 0 5,973
JPMorgan Chase & Co COM 46625H100   4,410,970 13,476 SH   SOLE   1,454 0 12,022
Johnson & Johnson COM 478160104   792,386 3,120 SH   SOLE   1,718 0 1,402
KLA Corp COM 482480100   1,966,244 6,517 SH   SOLE   276 0 6,241
Kimco Realty Corp COM 49446R109   200,164 7,896 SH   SOLE   1,532 0 6,364
Lam Research Corp COM 512807306   1,345,056 3,104 SH   SOLE   1,050 0 2,054
Marriott International COM 571903202   270,531 730 SH   SOLE   320 0 410
Marvell Technology Inc COM 573874104   705,404 2,368 SH   SOLE   360 0 2,008
Mastercard Inc COM 57636Q104   781,779 1,522 SH   SOLE   339 0 1,183
McKesson Corp COM 58155Q103   472,250 625 SH   SOLE   0 0 625
Meta Platforms Inc COM 30303M102   3,275,394 5,815 SH   SOLE   474 0 5,341
Microsoft Corp COM 594918104   1,403,083 3,761 SH   SOLE   1,089 0 2,672
Morgan Stanley COM 617446448   305,198 1,460 SH   SOLE   660 0 800
Nasdaq Inc COM 631103108   511,522 6,490 SH   SOLE   146 0 6,344
NetApp Inc COM 64110D104   216,819 1,401 SH   SOLE   1,401 0 0
Netflix Inc COM 64110L106   378,277 5,298 SH   SOLE   1,498 0 3,800
New York Times Co COM 650111107   1,379,949 19,719 SH   SOLE   147 0 19,572
Norfolk Southern Corp COM 655844108   314,590 1,000 SH   SOLE   0 0 1,000
Nucor Corp COM 670346105   327,442 1,470 SH   SOLE   560 0 910
Nvidia Corp COM 67066G104   5,562,247 27,799 SH   SOLE   3,505 0 24,294
Oracle Corp COM 68389X105   2,137,361 14,585 SH   SOLE   1,535 0 13,050
Palo Alto Networks COM 697435105   2,109,209 6,185 SH   SOLE   717 0 5,468
Parker-Hannifin Corp COM 701094104   668,056 683 SH   SOLE   0 0 683
Phillips 66 COM 718546104   203,367 1,203 SH   SOLE   188 0 1,015
Quanta Services Inc COM 74762E102   5,359,117 7,443 SH   SOLE   823 0 6,620
RTX Corporation COM 75513E101   309,260 1,630 SH   SOLE   700 0 930
Raymond James Financial Inc COM 754730109   413,978 2,723 SH   SOLE   0 0 2,723
Robinhood Markets COM 770700102   333,632 3,327 SH   SOLE   3,327 0 0
S&P Global Inc COM 78409V104   1,679,570 4,124 SH   SOLE   687 0 3,437
Schwab Charles Corp COM 808513105   2,269,695 24,598 SH   SOLE   147 0 24,451
Schwab US Dividend Equity ETF COM 808524797   287,832 9,077 SH   SOLE   317 0 8,760
Snowflake Inc COM 833445109   1,641,016 6,448 SH   SOLE   45 0 6,403
State Street Corporation COM 857477103   583,085 3,438 SH   SOLE   0 0 3,438
Stryker Corp COM 863667101   233,611 742 SH   SOLE   337 0 405
TJX Companies COM 872540109   962,631 6,354 SH   SOLE   862 0 5,492
Taiwan Semiconductor Manufactu COM 874039100   639,944 1,340 SH   SOLE   202 0 1,138
Targa Resources Corp COM 87612G101   2,234,401 8,333 SH   SOLE   528 0 7,805
Texas Instruments Inc COM 882508104   620,880 2,083 SH   SOLE   696 0 1,387
The Procter & Gamble Co COM 742718109   265,125 1,808 SH   SOLE   648 0 1,160
The Southern Company COM 842587107   500,563 5,230 SH   SOLE   3,039 0 2,191
The Walt Disney Co COM 254687106   230,519 2,395 SH   SOLE   850 0 1,545
Thermo Fisher Scientific COM 883556102   465,262 928 SH   SOLE   0 0 928
Trane Technologies plc COM G8994E103   3,741,769 7,618 SH   SOLE   155 0 7,463
US Bancorp COM 902973304   316,073 5,233 SH   SOLE   2,000 0 3,233
Uber Technologies Inc COM 90353T100   963,336 13,350 SH   SOLE   2,366 0 10,984
Union Pacific Corp COM 907818108   285,600 1,050 SH   SOLE   425 0 625
United Rentals Inc COM 911363109   3,620,303 3,196 SH   SOLE   394 0 2,802
Vanguard Interm-Tm Corp Bd Idx COM 92206C870   457,468 5,535 SH   SOLE   801 0 4,734
Vanguard Short-Term Bd ETF COM 921937827   474,550 6,091 SH   SOLE   606 0 5,485
Verizon Communications Inc COM 92343V104   340,922 8,052 SH   SOLE   3,322 0 4,730
Visa Inc COM 92826C839   2,679,515 7,810 SH   SOLE   724 0 7,086
Walmart Inc COM 931142103   880,370 7,773 SH   SOLE   1,294 0 6,479
Waste Management Inc COM 94106L109   254,318 1,141 SH   SOLE   1,038 0 103
Wells Fargo & Company COM 949746101   2,423,677 29,328 SH   SOLE   67 0 29,261
iShares 3-7 Yr Treasury Bond E COM 464288661   626,948 5,338 SH   SOLE   967 0 4,371
iShares Core S&P 500 COM 464287200   347,485 464 SH   SOLE   0 0 464
iShares MSCI EAFE ETF COM 464287465   482,523 4,645 SH   SOLE   528 0 4,117
iShares Russell 1000 Grw ETF COM 464287614   917,616 7,390 SH   SOLE   0 0 7,390
iShares Russell 2000 Index ETF COM 464287655   433,249 1,442 SH   SOLE   0 0 1,442