ABBOTT LABORATORIES COM 002824100 14040277 136752 SH SOLE 133994 0 2758 ABBVIE INC COM 00287Y109 13603796 62549 SH SOLE 61260 0 1289 AIR PRODUCTS AND CHEMICALS I COM 009158106 63340233 218046 SH SOLE 212540 0 5506 ALCON AG ORD SHS H01301128 52498054 696723 SH SOLE 679644 0 17079 ALLIANT ENERGY CORP COM 018802108 55355671 771400 SH SOLE 751541 0 19859 ALPHABET INC CAP STK CL A 02079K305 1947931 6774 SH SOLE 6774 0 0 ALPHABET INC CAP STK CL C 02079K107 1434300 5000 SH SOLE 5000 0 0 AMAZON COM INC COM 023135106 898060 4312 SH SOLE 4312 0 0 AMERICAN BEACON SELECT FUNDS GLG NATURAL RESO 02368W408 4091635 79326 SH SOLE 79326 0 0 AMERICAN EXPRESS CO COM 025816109 16100544 53228 SH SOLE 52284 0 944 AMERICAN HEALTHCARE REIT INC COM SHS 398182303 8379955 177692 SH SOLE 162316 0 15376 AMERICAN TOWER CORP COM 03027X100 16448533 95310 SH SOLE 93413 0 1897 AMETEK INC COM 031100100 585846 2733 SH SOLE 2733 0 0 AMGEN INC COM 031162100 434535 1235 SH SOLE 1235 0 0 ANALOG DEVICES INC COM 032654105 77197186 242652 SH SOLE 236436 0 6216 AON PLC SHS CL A G0403H108 1916668 5938 SH SOLE 5938 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 1410800 12662 SH SOLE 12517 0 145 APPLE INC COM 037833100 7333211 28895 SH SOLE 28555 0 340 APPLIED MATLS INC COM 038222105 22324446 65316 SH SOLE 64039 0 1277 ARCH CAP GROUP LTD ORD G0450A105 42533556 443104 SH SOLE 431615 0 11489 ASTRAZENECA PLC ORD G0593M107 10800455 54763 SH SOLE 53710 0 1053 ATMUS FILTRATION TECHNOLOGIE COM 04956D107 1023279 18025 SH SOLE 14107 0 3918 AUTODESK INC COM 052769106 35198959 147030 SH SOLE 143184 0 3846 AVERY DENNISON CORP COM 053611109 46633186 270056 SH SOLE 262946 0 7110 BERKLEY W R CORP COM 084423102 75154251 1133890 SH SOLE 1105794 0 28096 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31510987 65757 SH SOLE 64546 0 1211 BOEING CO COM 097023105 705064 3543 SH SOLE 3508 0 35 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1776971 22773 SH SOLE 22433 0 340 BOSTON SCIENTIFIC CORP COM 101137107 29096923 463696 SH SOLE 453708 0 9988 BRIGHTVIEW HLDGS INC COM 10948C107 938979 79642 SH SOLE 62371 0 17271 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 27332208 168219 SH SOLE 163395 0 4824 BUILDERS FIRSTSOURCE INC COM 12008R107 28698631 348580 SH SOLE 335949 0 12631 BWX TECHNOLOGIES INC COM 05605H100 4700674 22987 SH SOLE 22877 0 110 CASEYS GEN STORES INC COM 147528103 67308093 92474 SH SOLE 90045 0 2429 CATERPILLAR INC COM 149123101 653200 922 SH SOLE 922 0 0 CAVCO INDS INC DEL COM 149568107 2188022 4518 SH SOLE 3559 0 959 CBOE GLOBAL MKTS INC COM 12503M108 81727254 290772 SH SOLE 283207 0 7565 CHEVRON CORPORATION COM 166764100 24324288 117565 SH SOLE 115248 0 2317 CHORD ENERGY CORPORATION COM NEW 674215207 3245401 22826 SH SOLE 17304 0 5522 CHUBB LTD SWITZ COM H1467J104 23780057 72961 SH SOLE 71567 0 1394 CISCO SYS INC COM 17275R102 784351 10109 SH SOLE 10109 0 0 CITI TRENDS INC COM 17306X102 835296 19282 SH SOLE 15507 0 3775 CITIGROUP INC COM NEW 172967424 299402 2640 SH SOLE 2640 0 0 CME GROUP INC COM 12572Q105 19809463 67071 SH SOLE 65704 0 1367 CNH INDL N V SHS N20944109 50842802 4622073 SH SOLE 4502991 0 119082 COCA COLA CO COM 191216100 1127994 14832 SH SOLE 14832 0 0 COLGATE PALMOLIVE CO COM 194162103 1480530 17371 SH SOLE 17371 0 0 COMCAST CORP NEW CL A 20030N101 732622 25518 SH SOLE 25188 0 330 COMMUNITY FINANCIAL SYSTEM I COM 203607106 2297743 39177 SH SOLE 30716 0 8461 COMMUNITY HEALTHCARE TR INC COM 20369C106 780390 49112 SH SOLE 37613 0 11499 CONNECTONE BANCORP INC COM 20786W107 2897011 108219 SH SOLE 84743 0 23476 CONOCOPHILLIPS COM 20825C104 596640 4520 SH SOLE 4520 0 0 CORPAY INC COM SHS 219948106 39997753 137454 SH SOLE 133989 0 3465 CORTEVA INC COM 22052L104 50106872 598577 SH SOLE 582515 0 16062 COSTCO WHOLESALE CORPORATION COM 22160K105 269036 270 SH SOLE 270 0 0 CRANE NXT CO COM 224441105 768247 18927 SH SOLE 14552 0 4375 CRH PLC ORD G25508105 67782933 644815 SH SOLE 629857 0 14958 CROCS INC COM 227046109 632197 7615 SH SOLE 6019 0 1596 CROWN CASTLE INC COM 22822V101 39811574 489627 SH SOLE 476990 0 12637 DAKTRONICS INC COM 234264109 2371317 121295 SH SOLE 100249 0 21046 DIAMONDBACK ENERGY INC COM 25278X109 69580823 351791 SH SOLE 342255 0 9536 DUPONT DE NEMOURS INC COM 26614N102 48295404 1054485 SH SOLE 1026598 0 27887 EATON CORP PLC SHS G29183103 4362143 12196 SH SOLE 12061 0 135 ELI LILLY & CO COM 532457108 663154 721 SH SOLE 721 0 0 ENTERGY CORP NEW COM 29364G103 21013328 187018 SH SOLE 183510 0 3508 ETON PHARMACEUTICALS INC COM 29772L108 1008375 40858 SH SOLE 32026 0 8832 EVEREST GROUP LTD COM G3223R108 2642340 8084 SH SOLE 7889 0 195 EVERSOURCE ENERGY COM 30040W108 461682 6664 SH SOLE 6664 0 0 EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 98857 16340 SH SOLE 16340 0 0 EXPEDITORS INTL WASH INC COM 302130109 46621319 325500 SH SOLE 316737 0 8763 EXXON MOBIL CORP COM 30231G102 1786033 10527 SH SOLE 10527 0 0 FACTSET RESH SYS INC COM 303075105 325485 1500 SH SOLE 1500 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 71267151 305527 SH SOLE 297877 0 7650 FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404 3938550 105875 SH SOLE 105875 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1342323 29424 SH SOLE 27134 0 2290 FIRST AMERN FINL CORP COM 31847R102 636573 10559 SH SOLE 10559 0 0 FLUOR CORP COM 343412102 27596835 591572 SH SOLE 576452 0 15120 GALLAGHER ARTHUR J & CO COM 363576109 218962 1011 SH SOLE 1011 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 44169475 620532 SH SOLE 603932 0 16600 GENUINE PARTS CO COM 372460105 200665 1898 SH SOLE 1898 0 0 GLOBUS MED INC CL A 379577208 55101429 639524 SH SOLE 618596 0 20928 GOLDMAN SACHS GROUP INC COM 38141G104 23275106 27512 SH SOLE 27007 0 505 HALLIBURTON CO COM 406216101 784669 20125 SH SOLE 20125 0 0 HAWKINS INC COM 420261109 1914624 12465 SH SOLE 9892 0 2573 HCI GROUP INC COM 40416E103 220319 1425 SH SOLE 1425 0 0 HERSHEY CO COM 427866108 49951651 240279 SH SOLE 234123 0 6156 HILLMAN SOLUTIONS CORP COM 431636109 2100817 252502 SH SOLE 197257 0 55245 HOLOGIC INC COM 436440101 655365 8670 SH SOLE 8670 0 0 HOME DEPOT INC COM 437076102 291725 887 SH SOLE 887 0 0 HONEYWELL INTL INC COM 438516106 14791461 65440 SH SOLE 64116 0 1324 HUBBELL INC COM 443510607 51463318 104869 SH SOLE 102212 0 2657 ICF INTL INC COM 44925C103 2905209 44497 SH SOLE 36861 0 7636 IDACORP INC COM 451107106 59111212 413452 SH SOLE 399281 0 14171 ILLINOIS TOOL WKS INC COM 452308109 570035 2190 SH SOLE 2190 0 0 INDEPENDENCE RLTY TR INC COM 45378A106 1359755 91320 SH SOLE 70098 0 21222 INSIGHT ENTERPRISES INC COM 45765U103 526498 7857 SH SOLE 6319 0 1538 INTEL CORP COM 458140100 15339429 347596 SH SOLE 340603 0 6993 ISHARES TR 7-10 YR TRSY BD 464287440 18975658 198823 SH SOLE 198685 0 138 ISHARES TR CORE S&P MCP ETF 464287507 458799 6794 SH SOLE 6794 0 0 ISHARES TR CORE S&P SCP ETF 464287804 358137 2881 SH SOLE 2881 0 0 ISHARES TR CORE S&P500 ETF 464287200 1080409 1654 SH SOLE 1654 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 240562 4236 SH SOLE 4236 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2626106 10589 SH SOLE 10589 0 0 ISHARES TR CORE US AGGBD ET 464287226 350919 3535 SH SOLE 3535 0 0 ISHARES TR GLB INFRASTR ETF 464288372 961182 14346 SH SOLE 14346 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 217939 8604 SH SOLE 8604 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 32928599 398796 SH SOLE 398796 0 0 ISHARES TR MSCI ACWI ETF 464288257 749550 5417 SH SOLE 5417 0 0 ISHARES TR US TREAS BD ETF 46429B267 712066 31081 SH SOLE 31081 0 0 ISHARES TR S&P MC 400VL ETF 464287705 542020 4091 SH SOLE 4091 0 0 ISHARES TR MSCI EAFE ETF 464287465 867810 8935 SH SOLE 8935 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 3335848 15612 SH SOLE 15612 0 0 ISHARES TR TRUST ISHARE 0-1 464288679 14879581 134791 SH SOLE 134496 0 295 ISHARES TR IBOXX INV CP ETF 464287242 3032647 27825 SH SOLE 27825 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 315890 6200 SH SOLE 6200 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 40569785 278371 SH SOLE 278371 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 26891911 226745 SH SOLE 226745 0 0 ISHARES TR RUS 1000 ETF 464287622 5165233 14486 SH SOLE 14486 0 0 ISHARES TR RUS TP200 VL ETF 464289420 235382 2540 SH SOLE 2540 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 11766065 221084 SH SOLE 221084 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 17272474 328624 SH SOLE 328624 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1065616 5621 SH SOLE 5621 0 0 ISHARES TR CORE MSCI EAFE 46432F842 423228 4675 SH SOLE 4675 0 0 ISHARES TR RUS MID CAP ETF 464287499 2762013 28407 SH SOLE 28407 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 214928 2078 SH SOLE 2078 0 0 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 229840 6798 SH SOLE 6798 0 0 J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR 46654Q773 7156241 137119 SH SOLE 137119 0 0 JOHNSON & JOHNSON COM 478160104 30691953 125560 SH SOLE 123182 0 2378 JOHNSON CONTROLS INTERNATION SHS G51502105 2586917 19755 SH SOLE 19755 0 0 JPMORGAN CHASE & CO COM 46625H100 44443914 151088 SH SOLE 148203 0 2885 KEURIG DR PEPPER INC COM 49271V100 39579242 1503199 SH SOLE 1462978 0 40221 KROGER CO COM 501044101 289440 4000 SH SOLE 4000 0 0 LAMAR ADVERTISING CO CL A 512816109 54781656 432510 SH SOLE 421609 0 10901 LISTED FDS TR ROUNDHILL MAGNIF 53656G498 390689 6743 SH SOLE 6743 0 0 LOCKHEED MARTIN CORP COM 539830109 18320021 30312 SH SOLE 29732 0 580 LOWES COS INC COM 548661107 19908743 84259 SH SOLE 82693 0 1566 LYFT INC CL A COM 55087P104 493151 37079 SH SOLE 37079 0 0 M & T BK CORP COM 55261F104 71883131 347732 SH SOLE 339387 0 8345 MAGNOLIA OIL & GAS CORP CL A 559663109 3424429 108471 SH SOLE 83702 0 24769 MANULIFE FINL CORP COM 56501R106 206640 6000 SH SOLE 6000 0 0 MARATHON PETE CORP COM 56585A102 17734518 72629 SH SOLE 71272 0 1357 MARKEL GROUP INC COM 570535104 62082183 32435 SH SOLE 31778 0 657 MARRIOTT INTL INC NEW CL A 571903202 966819 2956 SH SOLE 2906 0 50 MAYVILLE ENGR CO INC COM 578605107 1461884 81442 SH SOLE 64525 0 16917 MCDONALDS CORP COM 580135101 21316866 68589 SH SOLE 67243 0 1346 MCGRATH RENTCORP COM 580589109 2269562 20580 SH SOLE 15764 0 4816 MCKESSON CORP COM 58155Q103 84796752 97990 SH SOLE 95600 0 2390 MEDTRONIC PLC SHS G5960L103 793194 9154 SH SOLE 9003 0 151 META PLATFORMS INC CL A 30303M102 206539 361 SH SOLE 361 0 0 MICROSOFT CORP COM 594918104 26435920 71416 SH SOLE 70153 0 1263 MID-AMER APT CMNTYS INC COM 59522J103 51544754 422083 SH SOLE 412074 0 10009 MONDELEZ INTL INC CL A 609207105 1227445 21295 SH SOLE 20975 0 320 MSA SAFETY INC COM 553498106 1927849 11759 SH SOLE 9707 0 2052 NELNET INC CL A 64031N108 1780938 13810 SH SOLE 10866 0 2944 NETGEAR INC COM 64111Q104 2633227 120569 SH SOLE 100064 0 20505 NICOLET BANKSHARES INC COM 65406E102 3153271 21217 SH SOLE 16727 0 4490 NORFOLK SOUTHN CORP COM 655844108 426524 1486 SH SOLE 1486 0 0 NOVARTIS AG SPONSORED ADR 66987V109 262425 1718 SH SOLE 1718 0 0 ORACLE CORP COM 68389X105 877364 5964 SH SOLE 5964 0 0 OTIS WORLDWIDE CORP COM 68902V107 42796349 555220 SH SOLE 541248 0 13972 PARKER-HANNIFIN CORP COM 701094104 14814184 16548 SH SOLE 16235 0 313 PAYCOM SOFTWARE INC COM 70432V102 22269903 183231 SH SOLE 176981 0 6250 PAYPAL HLDGS INC COM 70450Y103 549937 12159 SH SOLE 12029 0 130 PEPSICO INC COM 713448108 20124367 129592 SH SOLE 126968 0 2624 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2680995 26658 SH SOLE 26344 0 314 PJT PARTNERS INC COM CL A 69343T107 2149592 15385 SH SOLE 12036 0 3349 PNC FINL SVCS GROUP INC COM 693475105 68834924 330794 SH SOLE 322716 0 8078 PROCTER & GAMBLE CO COM 742718109 10388077 71920 SH SOLE 70610 0 1310 PROGRESS SOFTWARE CORP COM 743312100 1558135 60746 SH SOLE 50927 0 9819 PROGRESSIVE CORP COM 743315103 4800736 24217 SH SOLE 23847 0 370 QNITY ELECTRONICS INC COMMON STOCK 74743L100 49849033 432042 SH SOLE 420480 0 11562 QUALCOMM INC COM 747525103 821230 6377 SH SOLE 6237 0 140 REALTY INCOME CORP COM 756109104 13078485 213771 SH SOLE 209838 0 3933 REGENERON PHARMACEUTICALS COM 75886F107 7956742 10298 SH SOLE 10037 0 261 RESMED INC COM 761152107 514059 2290 SH SOLE 2290 0 0 REXFORD INDL RLTY INC COM 76169C100 35052224 1070951 SH SOLE 1042173 0 28778 RIO TINTO PLC SPONSORED ADR 767204100 21858155 234303 SH SOLE 229558 0 4745 ROCKET COS INC COM CL A 77311W101 199144 13975 SH SOLE 13975 0 0 ROYAL GOLD INC COM 780287108 201447 792 SH SOLE 792 0 0 RPM INTL INC COM 749685103 2836155 28533 SH SOLE 27849 0 684 RTX CORPORATION COM 75513E101 26440998 137071 SH SOLE 134284 0 2787 RUSSELL INVTS EXCHANGE TRADE US SMALL CAP EQU 78249U100 3398363 106247 SH SOLE 105697 0 550 SAFETY INS GROUP INC COM 78648T100 1251006 17222 SH SOLE 12970 0 4252 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5826350 200012 SH SOLE 200012 0 0 SCIENCE APPLICATIONS INTL CO COM 808625107 347122 3657 SH SOLE 3557 0 100 SENECA FOODS CORP NEW CL A 817070501 2920998 19329 SH SOLE 15242 0 4087 SHELL PLC SPON ADS 780259305 24368304 262025 SH SOLE 257193 0 4832 SIMPSON MFG INC COM 829073105 1620264 9441 SH SOLE 7382 0 2059 SKYWEST INC COM 830879102 2113743 23018 SH SOLE 18007 0 5011 SLB LIMITED COM STK 806857108 13634278 265310 SH SOLE 259258 0 6052 SMITH A O CORP COM 831865209 358958 5444 SH SOLE 5444 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 20905679 274497 SH SOLE 263779 0 10718 SOLVENTUM CORP COM SHS 83444M101 38547072 590307 SH SOLE 574945 0 15362 SOUTHERN CO COM 842587107 277495 2875 SH SOLE 2875 0 0 SPDR GOLD TR GOLD SHS 78463V107 397158 923 SH SOLE 923 0 0 SPDR INDEX SHS FDS STATE STREET SPD 78463X541 201609 2700 SH SOLE 2700 0 0 SS&C TECH HLDGS COM 78467J100 834325 12348 SH SOLE 12348 0 0 STAG INDUSTRIAL INC COM 85254J102 1987844 55126 SH SOLE 42906 0 12220 STATE STR CORP COM 857477103 761891 6020 SH SOLE 6020 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 437113 672 SH SOLE 672 0 0 STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 336960 546 SH SOLE 546 0 0 STRYKER CORPORATION COM 863667101 1025201 3120 SH SOLE 3120 0 0 SUN CMNTYS INC COM 866674104 3958463 31426 SH SOLE 30838 0 588 SUNBELT RENTALS HOLDINGS INC SHS 866966104 30052672 461710 SH SOLE 445548 0 16162 TCW ETF TRUST FLEXIBLE INCOME 29287L700 5047923 128544 SH SOLE 128544 0 0 TD SYNNEX CORPORATION COM 87162W100 48731254 288846 SH SOLE 281256 0 7590 TE CONNECTIVITY PLC ORD SHS G87052109 45428049 217338 SH SOLE 211842 0 5496 TECK RESOURCES LTD CL B 878742204 41018393 792626 SH SOLE 772473 0 20153 TEXAS INSTRS INC COM 882508104 543592 2800 SH SOLE 2800 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 4558273 9605 SH SOLE 9392 0 213 THERMO FISHER SCIENTIFIC INC COM 883556102 7848714 15968 SH SOLE 15655 0 313 TJX COS INC NEW COM 872540109 226934 1421 SH SOLE 1421 0 0 TOLL BROTHERS INC COM 889478103 44644272 327136 SH SOLE 318026 0 9110 TORO CO COM 891092108 2791707 29877 SH SOLE 24475 0 5402 TOTALENERGIES SE ACT F92124100 209254 2300 SH SOLE 2300 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 25041172 60088 SH SOLE 58608 0 1480 UBIQUITI INC COM 90353W103 281343 356 SH SOLE 356 0 0 UFP TECHNOLOGIES INC COM 902673102 844677 4363 SH SOLE 3444 0 919 ULTA BEAUTY INC COM 90384S303 406342 777 SH SOLE 777 0 0 UNILEVER PLC SPON ADR NEW 904767803 2823376 49559 SH SOLE 47906 0 1653 UNION PAC CORP COM 907818108 15273101 62951 SH SOLE 61767 0 1184 UNITED BANKSHARES INC WEST V COM 909907107 2197621 53057 SH SOLE 42147 0 10910 UNITIL CORP COM 913259107 2101563 40229 SH SOLE 30657 0 9572 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 1054801 49896 SH SOLE 38350 0 11546 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 580006 5051 SH SOLE 5051 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1700478 21687 SH SOLE 21687 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 375564 5100 SH SOLE 5100 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 263458 5483 SH SOLE 5483 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2189423 3664 SH SOLE 3664 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 202277 786 SH SOLE 786 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1325699 4436 SH SOLE 4436 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 330674 3728 SH SOLE 3728 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 750054 2338 SH SOLE 2338 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 270682 5008 SH SOLE 5008 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1459988 24940 SH SOLE 24630 0 310 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4634248 56003 SH SOLE 55623 0 380 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 242015 3150 SH SOLE 3150 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5504826 69444 SH SOLE 69029 0 415 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 328768 4400 SH SOLE 4400 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 226243 1052 SH SOLE 1052 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 957804 14947 SH SOLE 14947 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 367440 1000 SH SOLE 1000 0 0 VISA INC COM CL A 92826C839 17609638 58264 SH SOLE 57230 0 1034 VONTIER CORPORATION COM 928881101 237628 6699 SH SOLE 6699 0 0 WALMART INC COM 931142103 14588407 117383 SH SOLE 114926 0 2457 WATSCO INC COM 942622200 33242382 91378 SH SOLE 88947 0 2431 WINMARK CORP COM 974250102 1595189 3731 SH SOLE 2923 0 808 WOODWARD INC COM 980745103 255913 715 SH SOLE 715 0 0 XCEL ENERGY INC COM 98389B100 48979328 616558 SH SOLE 600062 0 16496 XPO INC COM 983793100 568086 2920 SH SOLE 2835 0 85 YUM BRANDS INC COM 988498101 42657493 274360 SH SOLE 267242 0 7118