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
Estimated average burden
hours per response: 23.8
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   29,390,320 219,429 SH   SOLE   219,429 0 0
ABBVIE INC COM 00287Y109   36,677,325 158,406 SH   SOLE   158,406 0 0
ADOBE INC COM 00724F101   203,537 577 SH   SOLE   577 0 0
AEROVIRONMENT INC COM 008073108   510,122 1,620 SH   SOLE   1,620 0 0
ALPHABET INC CAP STK CL A 02079K305   43,476,004 178,840 SH   SOLE   178,840 0 0
AMAZON COM INC COM 023135106   34,869,912 158,810 SH   SOLE   158,810 0 0
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   484,919 6,146 SH   SOLE   6,146 0 0
AMERICAN CENTY ETF TR US EQT ETF 025072885   996,779 9,170 SH   SOLE   9,170 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877   279,082 2,804 SH   SOLE   2,804 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   286,545 3,815 SH   SOLE   3,815 0 0
AMERICAN ELEC PWR CO INC COM 025537101   258,750 2,300 SH   SOLE   2,300 0 0
AMETEK INC COM 031100100   23,083,580 122,785 SH   SOLE   122,785 0 0
AMGEN INC COM 031162100   25,708,984 91,102 SH   SOLE   91,102 0 0
AMPHENOL CORP NEW CL A 032095101   32,270,906 260,775 SH   SOLE   260,775 0 0
ANALOG DEVICES INC COM 032654105   430,466 1,752 SH   SOLE   1,752 0 0
APPLE INC COM 037833100   10,876,520 42,715 SH   SOLE   42,715 0 0
APTARGROUP INC COM 038336103   19,020,486 142,305 SH   SOLE   142,305 0 0
BED BATH & BEYOND INC COM 690370101   117,480 12,000 SH   SOLE   12,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,667,589 3,317 SH   SOLE   3,317 0 0
BOX INC CL A 10316T104   9,814,275 304,130 SH   SOLE   304,130 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   405,224 8,985 SH   SOLE   8,985 0 0
BROADCOM INC COM 11135F101   590,539 1,790 SH   SOLE   1,790 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   9,910,107 36,023 SH   SOLE   36,023 0 0
CHEVRON CORP NEW COM 166764100   748,653 4,821 SH   SOLE   4,821 0 0
CISCO SYS INC COM 17275R102   20,870,837 305,040 SH   SOLE   305,040 0 0
COCA COLA CO COM 191216100   823,363 12,415 SH   SOLE   12,415 0 0
CONSOLIDATED EDISON INC COM 209115104   478,978 4,765 SH   SOLE   4,765 0 0
CORNING INC COM 219350105   53,038,301 646,572 SH   SOLE   646,572 0 0
COSTCO WHSL CORP NEW COM 22160K105   311,937 337 SH   SOLE   337 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,312,517 6,755 SH   SOLE   6,755 0 0
CROWN CASTLE INC COM 22822V101   5,801,847 60,129 SH   SOLE   60,129 0 0
DISNEY WALT CO COM 254687106   20,104,597 175,586 SH   SOLE   175,586 0 0
DOVER CORP COM 260003108   223,552 1,340 SH   SOLE   1,340 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   1,888,927 15,264 SH   SOLE   15,264 0 0
EATON CORP PLC SHS G29183103   8,249,967 22,044 SH   SOLE   22,044 0 0
EMERSON ELEC CO COM 291011104   407,707 3,108 SH   SOLE   3,108 0 0
ENOVIX CORPORATION COM 293594107   243,418 24,415 SH   SOLE   24,415 0 0
EXXON MOBIL CORP COM 30231G102   746,856 6,624 SH   SOLE   6,624 0 0
FIRST SOLAR INC COM 336433107   219,427 995 SH   SOLE   995 0 0
FISERV INC COM 337738108   11,292,721 87,588 SH   SOLE   87,588 0 0
FLUENCE ENERGY INC COM CL A 34379V103   130,032 12,040 SH   SOLE   12,040 0 0
GALLAGHER ARTHUR J & CO COM 363576109   30,366,290 98,038 SH   SOLE   98,038 0 0
GE AEROSPACE COM NEW 369604301   349,553 1,162 SH   SOLE   1,162 0 0
GILEAD SCIENCES INC COM 375558103   3,970,914 35,774 SH   SOLE   35,774 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   24,214,614 30,407 SH   SOLE   30,407 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   6,496,410 339,238 SH   SOLE   339,238 0 0
HOME DEPOT INC COM 437076102   23,645,268 58,356 SH   SOLE   58,356 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,148,648 4,405 SH   SOLE   4,405 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   247,716 3,600 SH   SOLE   3,600 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   5,168,637 11,557 SH   SOLE   11,557 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   237,125 1,250 SH   SOLE   1,250 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,153,911 1,922 SH   SOLE   1,922 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   201,825 3,105 SH   SOLE   3,105 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,550,459 19,330 SH   SOLE   19,330 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   363,403 959 SH   SOLE   959 0 0
ISHARES TR PFD AND INCM SEC 464288687   716,984 22,675 SH   SOLE   22,675 0 0
ISHARES TR S&P SML 600 GWT 464287887   1,709,469 12,081 SH   SOLE   12,081 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,422,896 10,013 SH   SOLE   10,013 0 0
ISHARES TR MSCI INDIA ETF 46429B598   8,147,650 156,505 SH   SOLE   156,505 0 0
JOHNSON & JOHNSON COM 478160104   18,425,742 99,373 SH   SOLE   99,373 0 0
KIMBERLY-CLARK CORP COM 494368103   15,054,839 121,078 SH   SOLE   121,078 0 0
KINDER MORGAN INC DEL COM 49456B101   8,883,395 313,790 SH   SOLE   313,790 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504   918,884 5,187 SH   SOLE   5,187 0 0
LOCKHEED MARTIN CORP COM 539830109   587,071 1,176 SH   SOLE   1,176 0 0
MERCK & CO INC COM 58933Y105   343,945 4,098 SH   SOLE   4,098 0 0
META PLATFORMS INC CL A 30303M102   17,815,324 24,259 SH   SOLE   24,259 0 0
MICROSOFT CORP COM 594918104   53,731,097 103,738 SH   SOLE   103,738 0 0
NVIDIA CORPORATION COM 67066G104   3,125,533 16,751 SH   SOLE   16,751 0 0
OKLO INC COM CL A 02156V109   404,659 3,625 SH   SOLE   3,625 0 0
OMNIAB INC COM 68218J103   174,738 109,211 SH   SOLE   109,211 0 0
ORIGIN BANCORP INC COM 68621T102   254,171 7,363 SH   SOLE   7,363 0 0
PEPSICO INC COM 713448108   12,234,711 87,117 SH   SOLE   87,117 0 0
PFIZER INC COM 717081103   619,546 24,315 SH   SOLE   24,315 0 0
PROCTER AND GAMBLE CO COM 742718109   22,131,439 144,038 SH   SOLE   144,038 0 0
PURE STORAGE INC CL A 74624M102   356,193 4,250 SH   SOLE   4,250 0 0
RELIANCE INC COM 759509102   18,049,787 64,273 SH   SOLE   64,273 0 0
ROBERT HALF INC. COM 770323103   8,149,627 239,836 SH   SOLE   239,836 0 0
SALESFORCE INC COM 79466L302   12,148,383 51,259 SH   SOLE   51,259 0 0
SCHWAB CHARLES CORP COM 808513105   12,814,747 134,228 SH   SOLE   134,228 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   1,045,834 40,678 SH   SOLE   40,678 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   203,793 7,737 SH   SOLE   7,737 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   214,214 760 SH   SOLE   760 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   16,955,884 194,425 SH   SOLE   194,425 0 0
SERVICENOW INC COM 81762P102   15,760,715 17,126 SH   SOLE   17,126 0 0
SHAKE SHACK INC CL A 819047101   10,828,524 115,677 SH   SOLE   115,677 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   39,734,599 267,375 SH   SOLE   267,375 0 0
SIMPSON MFG INC COM 829073105   17,458,375 104,254 SH   SOLE   104,254 0 0
SOUTHERN CO COM 842587107   4,954,386 52,278 SH   SOLE   52,278 0 0
SPDR GOLD TR GOLD SHS 78463V107   565,197 1,590 SH   SOLE   1,590 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   21,280,695 31,944 SH   SOLE   31,944 0 0
SUNOPTA INC COM 8676EP108   146,031 24,920 SH   SOLE   24,920 0 0
TARGA RES CORP COM 87612G101   446,997 2,668 SH   SOLE   2,668 0 0
TESLA INC COM 88160R101   1,627,230 3,659 SH   SOLE   3,659 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   24,183,097 49,860 SH   SOLE   49,860 0 0
TRIMBLE INC COM 896239100   17,822,807 218,283 SH   SOLE   218,283 0 0
UBER TECHNOLOGIES INC COM 90353T100   29,601,733 302,151 SH   SOLE   302,151 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   543,898 2,606 SH   SOLE   2,606 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,756,201 2,867 SH   SOLE   2,867 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,100,853 6,401 SH   SOLE   6,401 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,835,400 23,000 SH   SOLE   23,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   12,539,011 285,301 SH   SOLE   285,301 0 0
VERTICAL AEROSPACE LTD SHS NEW G9471C206   140,130 27,000 SH   SOLE   27,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   13,063,420 86,593 SH   SOLE   86,593 0 0
VIKING THERAPEUTICS INC COM 92686J106   592,614 22,550 SH   SOLE   22,550 0 0
VISA INC COM CL A 92826C839   44,367,793 129,966 SH   SOLE   129,966 0 0
WILLIAMS COS INC COM 969457100   261,065 4,121 SH   SOLE   4,121 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836   413,658 4,362 SH   SOLE   4,362 0 0
WORKDAY INC CL A 98138H101   12,961,144 53,841 SH   SOLE   53,841 0 0