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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 441,439 2,900 SH SOLE 1,616 0 1,284
ABBOTT LABS COM 002824100 1,949,432 14,333 SH SOLE 13,361 0 972
ABBVIE INC COM 00287Y109 15,238,376 82,094 SH SOLE 52,628 0 29,466
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,754,465 15,907 SH SOLE 13,365 0 2,542
ACUITY INC COM 00508Y102 364,274 1,221 SH SOLE 1,191 0 30
ADAPTHEALTH CORP COMMON STOCK 00653Q102 96,856 10,271 SH SOLE 10,271 0 0
ADOBE INC COM 00724F101 14,599,691 37,737 SH SOLE 35,173 0 2,564
ADVANCED MICRO DEVICES INC COM 007903107 24,359,690 171,668 SH SOLE 108,619 0 63,049
AES CORP COM 00130H105 140,432 13,349 SH SOLE 13,018 0 331
AFLAC INC COM 001055102 453,057 4,296 SH SOLE 4,219 0 77
AKAMAI TECHNOLOGIES INC COM 00971T101 308,831 3,872 SH SOLE 3,786 0 86
ALIGN TECHNOLOGY INC COM 016255101 368,815 1,948 SH SOLE 1,902 0 46
ALLSTATE CORP COM 020002101 5,627,500 27,954 SH SOLE 23,099 0 4,855
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 420,657 1,290 SH SOLE 1,290 0 0
ALPHABET INC CAP STK CL A 02079K305 39,793,248 225,803 SH SOLE 208,533 0 17,270
ALPHABET INC CAP STK CL C 02079K107 5,863,047 33,052 SH SOLE 25,934 0 7,118
ALTRIA GROUP INC COM 02209S103 420,801 7,177 SH SOLE 3,500 0 3,677
AMAZON COM INC COM 023135106 10,315,938 47,021 SH SOLE 41,518 0 5,503
AMERICAN EXPRESS CO COM 025816109 1,592,564 4,993 SH SOLE 4,450 0 543
AMERICAN INTL GROUP INC COM NEW 026874784 332,946 3,890 SH SOLE 3,401 0 489
AMGEN INC COM 031162100 14,641,966 52,441 SH SOLE 32,683 0 19,758
AMPHENOL CORP NEW CL A 032095101 1,028,679 10,417 SH SOLE 9,578 0 839
ANALOG DEVICES INC COM 032654105 35,133,400 147,607 SH SOLE 95,331 0 52,276
AON PLC SHS CL A G0403H108 227,970 639 SH SOLE 639 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 7,967,136 56,158 SH SOLE 47,783 0 8,375
APPLE INC COM 037833100 61,272,689 298,644 SH SOLE 263,124 0 35,520
APPLIED MATLS INC COM 038222105 21,053,391 115,002 SH SOLE 101,511 0 13,491
ARCH CAP GROUP LTD ORD G0450A105 405,992 4,459 SH SOLE 4,459 0 0
ARES CAPITAL CORP COM 04010L103 220,369 10,035 SH SOLE 10,035 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 757,750 4,375 SH SOLE 4,375 0 0
ASSURANT INC COM 04621X108 356,272 1,804 SH SOLE 1,759 0 45
ASTRAZENECA PLC SPONSORED ADR 046353108 565,120 8,087 SH SOLE 7,450 0 637
AT&T INC COM 00206R102 1,114,546 38,512 SH SOLE 32,270 0 6,242
AUTODESK INC COM 052769106 534,855 1,728 SH SOLE 0 0 1,728
AUTOMATIC DATA PROCESSING IN COM 053015103 7,885,500 25,569 SH SOLE 19,469 0 6,100
BANK AMERICA CORP COM 060505104 641,754 13,562 SH SOLE 9,593 0 3,969
BANK NEW YORK MELLON CORP COM 064058100 1,053,870 11,567 SH SOLE 11,567 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 728,800 1 SH SOLE 1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,057,637 8,353 SH SOLE 7,670 0 683
BIOGEN INC COM 09062X103 1,623,879 12,930 SH SOLE 6,780 0 6,150
BLACKSTONE INC COM 09260D107 1,402,014 9,373 SH SOLE 7,423 0 1,950
BOOKING HOLDINGS INC COM 09857L108 44,345,628 7,660 SH SOLE 7,222 0 438
BOSTON SCIENTIFIC CORP COM 101137107 790,108 7,356 SH SOLE 7,227 0 129
BRISTOL-MYERS SQUIBB CO COM 110122108 373,254 8,063 SH SOLE 7,651 0 412
BROADCOM INC COM 11135F101 23,188,075 84,121 SH SOLE 70,425 0 13,696
BROWN FORMAN CORP CL B 115637209 1,276,934 47,452 SH SOLE 27,273 0 20,179
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 231,175 5,854 SH SOLE 5,854 0 0
CARDINAL HEALTH INC COM 14149Y108 382,032 2,274 SH SOLE 2,262 0 12
CATERPILLAR INC COM 149123101 10,455,680 26,933 SH SOLE 20,271 0 6,662
CHEVRON CORP NEW COM 166764100 7,560,710 52,802 SH SOLE 42,400 0 10,402
CHUBB LIMITED COM H1467J104 8,170,684 28,202 SH SOLE 21,410 0 6,792
CISCO SYS INC COM 17275R102 11,689,012 168,478 SH SOLE 131,927 0 36,551
CITIGROUP INC COM NEW 172967424 374,784 4,403 SH SOLE 2,426 0 1,977
CITIZENS FINL GROUP INC COM 174610105 216,009 4,827 SH SOLE 0 0 4,827
COCA COLA CO COM 191216100 812,688 11,487 SH SOLE 6,334 0 5,153
COGNEX CORP COM 192422103 3,155,347 99,475 SH SOLE 45,410 0 54,065
COLGATE PALMOLIVE CO COM 194162103 625,211 6,878 SH SOLE 6,878 0 0
COMCAST CORP NEW CL A 20030N101 896,116 25,108 SH SOLE 21,394 0 3,714
CONAGRA BRANDS INC COM 205887102 272,784 13,326 SH SOLE 13,024 0 302
CONOCOPHILLIPS COM 20825C104 953,398 10,624 SH SOLE 9,260 0 1,364
CONSTELLATION ENERGY CORP COM 21037T109 229,160 710 SH SOLE 710 0 0
CORNING INC COM 219350105 838,548 15,945 SH SOLE 14,945 0 1,000
COSTCO WHSL CORP NEW COM 22160K105 2,363,588 2,388 SH SOLE 1,804 0 584
CROWDSTRIKE HLDGS INC CL A 22788C105 1,972,558 3,873 SH SOLE 3,608 0 265
DANAHER CORPORATION COM 235851102 19,241,014 97,403 SH SOLE 61,383 0 36,020
DARDEN RESTAURANTS INC COM 237194105 11,263,382 51,674 SH SOLE 41,398 0 10,276
DEERE & CO COM 244199105 671,207 1,320 SH SOLE 1,300 0 20
DEXCOM INC COM 252131107 30,166,552 345,590 SH SOLE 239,144 0 106,446
DISNEY WALT CO COM 254687106 11,178,550 90,142 SH SOLE 84,231 0 5,911
DOLLAR GEN CORP NEW COM 256677105 603,698 5,278 SH SOLE 5,150 0 128
DUKE ENERGY CORP NEW COM NEW 26441C204 6,575,575 55,725 SH SOLE 44,144 0 11,581
EATON CORP PLC SHS G29183103 19,561,268 54,795 SH SOLE 42,323 0 12,472
EATON VANCE TAX-MANAGED DIVE COM 27828N102 154,700 10,000 SH SOLE 10,000 0 0
EATON VANCE TAX-MANAGED GLOB COM 27829F108 130,332 14,895 SH SOLE 14,895 0 0
ELI LILLY & CO COM 532457108 17,539,110 22,500 SH SOLE 20,446 0 2,054
EMERSON ELEC CO COM 291011104 812,647 6,095 SH SOLE 5,970 0 125
ENBRIDGE INC COM 29250N105 6,913,249 152,543 SH SOLE 120,436 0 32,107
EQUINIX INC COM 29444U700 5,621,802 7,067 SH SOLE 5,768 0 1,299
EXACT SCIENCES CORP COM 30063P105 239,290 4,503 SH SOLE 4,053 0 450
EXPEDITORS INTL WASH INC COM 302130109 296,822 2,598 SH SOLE 2,534 0 64
EXXON MOBIL CORP COM 30231G102 3,234,646 30,006 SH SOLE 20,350 0 9,656
FACTSET RESH SYS INC COM 303075105 386,450 864 SH SOLE 864 0 0
FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305 371,078 10,021 SH SOLE 10,021 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 328,965 3,500 SH SOLE 0 0 3,500
FORTINET INC COM 34959E109 28,979,861 274,119 SH SOLE 258,197 0 15,922
GABELLI EQUITY TR INC COM 362397101 110,580 19,000 SH SOLE 19,000 0 0
GE AEROSPACE COM NEW 369604301 1,267,941 4,926 SH SOLE 2,311 0 2,615
GE VERNOVA INC COM 36828A101 657,205 1,242 SH SOLE 495 0 747
GILEAD SCIENCES INC COM 375558103 10,741,889 96,887 SH SOLE 81,063 0 15,824
GOLDMAN SACHS GROUP INC COM 38141G104 406,509 574 SH SOLE 282 0 292
GRAINGER W W INC COM 384802104 2,074,239 1,994 SH SOLE 1,141 0 853
HASBRO INC COM 418056107 393,387 5,329 SH SOLE 5,193 0 136
HENRY SCHEIN INC COM 806407102 760,086 10,405 SH SOLE 5,924 0 4,481
HOME DEPOT INC COM 437076102 29,703,487 81,015 SH SOLE 72,162 0 8,853
HONEYWELL INTL INC COM 438516106 19,421,495 83,397 SH SOLE 59,340 0 24,057
HUBBELL INC COM 443510607 222,584 545 SH SOLE 70 0 475
HUNTINGTON BANCSHARES INC COM 446150104 223,545 13,338 SH SOLE 13,338 0 0
IDEXX LABS INC COM 45168D104 26,079,533 48,625 SH SOLE 30,980 0 17,645
ILLINOIS TOOL WKS INC COM 452308109 31,857,400 128,847 SH SOLE 103,120 0 25,727
INSTALLED BLDG PRODS INC COM 45780R101 2,880,432 15,974 SH SOLE 0 0 15,974
INSULET CORP COM 45784P101 27,845,774 88,630 SH SOLE 61,050 0 27,580
INTERNATIONAL BUSINESS MACHS COM 459200101 1,180,000 4,003 SH SOLE 3,870 0 133
INTUIT COM 461202103 33,514,816 42,551 SH SOLE 40,042 0 2,509
INTUITIVE SURGICAL INC COM NEW 46120E602 32,221,496 59,295 SH SOLE 52,201 0 7,094
INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR 46090A887 3,903,600 77,854 SH SOLE 48,611 0 29,243
INVESCO LTD SHS G491BT108 238,490 15,123 SH SOLE 14,795 0 328
INVESCO QQQ TR UNIT SER 1 46090E103 1,630,562 2,956 SH SOLE 2,065 0 891
ISHARES GOLD TR ISHARES NEW 464285204 57,367,334 919,938 SH SOLE 765,561 0 154,377
ISHARES TR CORE HIGH DV ETF 46429B663 235,395 2,009 SH SOLE 2,009 0 0
ISHARES TR 20 YR TR BD ETF 464287432 513,527 5,819 SH SOLE 0 0 5,819
ISHARES TR US AER DEF ETF 464288760 435,004 2,306 SH SOLE 2,306 0 0
ISHARES TR CORE 40/60 MODER 464289875 830,058 18,029 SH SOLE 16,243 0 1,786
ISHARES TR CORE S&P SCP ETF 464287804 92,039,078 842,155 SH SOLE 726,429 0 115,726
ISHARES TR RUSSELL 3000 ETF 464287689 272,727 777 SH SOLE 100 0 677
ISHARES TR ESG AWARE MSCI 46435U663 2,668,927 64,576 SH SOLE 62,419 0 2,157
ISHARES TR ULTRA SHORT DUR 46434V878 2,438,137 48,080 SH SOLE 40,480 0 7,600
ISHARES TR MSCI ACWI ETF 464288257 5,956,624 46,319 SH SOLE 46,319 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 56,803,072 685,531 SH SOLE 613,886 0 71,645
ISHARES TR RUS 1000 VAL ETF 464287598 734,578 3,782 SH SOLE 1,651 0 2,131
ISHARES TR CORE S&P MCP ETF 464287507 946,364 15,259 SH SOLE 9,525 0 5,734
ISHARES TR S&P 500 GRWT ETF 464287309 209,961 1,907 SH SOLE 1,907 0 0
ISHARES TR ISHARES BIOTECH 464287556 271,997 2,150 SH SOLE 2,150 0 0
ISHARES TR CORE US AGGBD ET 464287226 26,712,209 269,276 SH SOLE 227,929 0 41,347
ISHARES TR CORE S&P500 ETF 464287200 27,169,583 43,758 SH SOLE 37,536 0 6,222
ISHARES TR RUSSELL 2000 ETF 464287655 5,958,394 27,612 SH SOLE 27,061 0 551
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 26,225,687 517,476 SH SOLE 415,341 0 102,135
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 7,080,477 139,051 SH SOLE 58,332 0 80,719
J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER 46641Q407 481,876 4,077 SH SOLE 4,077 0 0
JACOBS SOLUTIONS INC COM 46982L108 499,379 3,799 SH SOLE 3,716 0 83
JEFFERIES FINL GROUP INC COM 47233W109 8,748,227 159,960 SH SOLE 127,847 0 32,113
JOHNSON & JOHNSON COM 478160104 16,937,476 110,884 SH SOLE 83,103 0 27,781
JOHNSON CTLS INTL PLC SHS G51502105 328,479 3,110 SH SOLE 1,683 0 1,427
JPMORGAN CHASE & CO. COM 46625H100 73,995,845 255,237 SH SOLE 220,695 0 34,542
KENVUE INC COM 49177J102 5,853,750 279,682 SH SOLE 218,431 0 61,251
KIMBERLY-CLARK CORP COM 494368103 264,858 2,054 SH SOLE 1,964 0 90
KINDER MORGAN INC DEL COM 49456B101 354,212 12,048 SH SOLE 12,048 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 270,026 2,225 SH SOLE 2,225 0 0
LAMB WESTON HLDGS INC COM 513272104 223,007 4,301 SH SOLE 4,188 0 113
LOCKHEED MARTIN CORP COM 539830109 631,260 1,363 SH SOLE 1,338 0 25
LOEWS CORP COM 540424108 486,440 5,307 SH SOLE 5,196 0 111
LOWES COS INC COM 548661107 1,929,826 8,698 SH SOLE 5,341 0 3,357
M & T BK CORP COM 55261F104 538,517 2,776 SH SOLE 2,745 0 31
MASTERCARD INCORPORATED CL A 57636Q104 69,108,118 122,981 SH SOLE 97,955 0 25,026
MCCORMICK & CO INC COM NON VTG 579780206 268,555 3,542 SH SOLE 3,542 0 0
MCDONALDS CORP COM 580135101 818,668 2,802 SH SOLE 1,666 0 1,136
MERCK & CO INC COM 58933Y105 2,462,353 31,106 SH SOLE 21,628 0 9,478
META PLATFORMS INC CL A 30303M102 1,387,610 1,880 SH SOLE 943 0 937
METTLER TOLEDO INTERNATIONAL COM 592688105 17,231,968 14,669 SH SOLE 13,327 0 1,342
MICRON TECHNOLOGY INC COM 595112103 396,372 3,216 SH SOLE 2,345 0 871
MICROSOFT CORP COM 594918104 78,615,465 158,050 SH SOLE 136,779 0 21,271
MIDDLEBY CORP COM 596278101 210,672 1,463 SH SOLE 1,463 0 0
MONDELEZ INTL INC CL A 609207105 335,582 4,976 SH SOLE 3,333 0 1,643
MOODYS CORP COM 615369105 1,947,674 3,883 SH SOLE 3,548 0 335
MORGAN STANLEY COM NEW 617446448 44,672,616 317,142 SH SOLE 280,910 0 36,232
NEOGEN CORP COM 640491106 82,828 17,328 SH SOLE 9,996 0 7,332
NEXTERA ENERGY INC COM 65339F101 7,823,634 112,700 SH SOLE 94,197 0 18,503
NIKE INC CL B 654106103 518,798 7,303 SH SOLE 7,127 0 176
NORFOLK SOUTHN CORP COM 655844108 352,983 1,379 SH SOLE 1,345 0 34
NORTHROP GRUMMAN CORP COM 666807102 8,052,036 16,105 SH SOLE 15,405 0 700
NOVARTIS AG SPONSORED ADR 66987V109 613,158 5,067 SH SOLE 4,052 0 1,015
NOVO-NORDISK A S ADR 670100205 13,332,111 193,163 SH SOLE 98,579 0 94,584
NVIDIA CORPORATION COM 67066G104 49,908,253 315,895 SH SOLE 286,430 0 29,465
NVR INC COM 62944T105 17,208,588 2,330 SH SOLE 2,193 0 137
OCULAR THERAPEUTIX INC COM 67576A100 129,920 14,000 SH SOLE 14,000 0 0
ONEOK INC NEW COM 682680103 318,521 3,902 SH SOLE 3,902 0 0
ORACLE CORP COM 68389X105 1,857,325 8,495 SH SOLE 6,747 0 1,748
PACER FDS TR US CASH COWS 100 69374H881 5,653,040 102,596 SH SOLE 92,135 0 10,461
PALANTIR TECHNOLOGIES INC CL A 69608A108 231,744 1,700 SH SOLE 1,115 0 585
PALO ALTO NETWORKS INC COM 697435105 35,505,450 173,502 SH SOLE 160,705 0 12,797
PAYCHEX INC COM 704326107 980,401 6,740 SH SOLE 6,290 0 450
PAYPAL HLDGS INC COM 70450Y103 15,154,443 203,908 SH SOLE 188,569 0 15,339
PEPSICO INC COM 713448108 5,987,122 45,343 SH SOLE 36,777 0 8,566
PFIZER INC COM 717081103 610,650 25,192 SH SOLE 19,701 0 5,491
PHILIP MORRIS INTL INC COM 718172109 1,032,678 5,670 SH SOLE 3,164 0 2,506
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 8,663,403 86,173 SH SOLE 80,492 0 5,681
PINNACLE WEST CAP CORP COM 723484101 5,620,327 62,818 SH SOLE 52,081 0 10,737
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 749,288 40,900 SH SOLE 3,150 0 37,750
PROCTER AND GAMBLE CO COM 742718109 893,066 5,605 SH SOLE 4,899 0 706
PROVIDENT FINL SVCS INC COM 74386T105 2,962,506 168,996 SH SOLE 166,996 0 2,000
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 2,254,855 26,786 SH SOLE 26,215 0 571
PULTE GROUP INC COM 745867101 551,134 5,226 SH SOLE 5,109 0 117
PURE CYCLE CORP COM NEW 746228303 151,860 14,166 SH SOLE 14,166 0 0
QORVO INC COM 74736K101 241,145 2,840 SH SOLE 2,772 0 68
QUALCOMM INC COM 747525103 11,844,939 74,375 SH SOLE 61,789 0 12,586
REGENERON PHARMACEUTICALS COM 75886F107 12,345,384 23,515 SH SOLE 22,006 0 1,509
ROCKWELL AUTOMATION INC COM 773903109 209,268 630 SH SOLE 450 0 180
ROKU INC COM CL A 77543R102 361,492 4,113 SH SOLE 1,827 0 2,286
ROPER TECHNOLOGIES INC COM 776696106 1,620,596 2,859 SH SOLE 2,859 0 0
ROSS STORES INC COM 778296103 23,017,969 180,420 SH SOLE 170,108 0 10,312
RTX CORPORATION COM 75513E101 11,263,594 77,137 SH SOLE 33,000 0 44,137
SALESFORCE INC COM 79466L302 6,538,834 23,979 SH SOLE 12,572 0 11,407
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 652,452 26,696 SH SOLE 11,843 0 14,853
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 634,331 4,395 SH SOLE 4,294 0 101
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 210,199 830 SH SOLE 728 0 102
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 396,081 7,563 SH SOLE 4,626 0 2,937
SERVICENOW INC COM 81762P102 1,614,086 1,570 SH SOLE 1,463 0 107
SHERWIN WILLIAMS CO COM 824348106 24,503,196 71,363 SH SOLE 67,666 0 3,697
SHOPIFY INC CL A SUB VTG SHS 82509L107 271,073 2,350 SH SOLE 2,000 0 350
SNAP ON INC COM 833034101 5,761,498 18,515 SH SOLE 15,315 0 3,200
SOLVENTUM CORP COM SHS 83444M101 454,585 5,994 SH SOLE 5,542 0 452
SOUTHERN COPPER CORP COM 84265V105 5,838,521 57,710 SH SOLE 46,109 0 11,601
SPDR GOLD TR GOLD SHS 78463V107 720,923 2,365 SH SOLE 2,365 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 21,466,117 34,743 SH SOLE 32,648 0 2,095
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 321,055 3,500 SH SOLE 3,500 0 0
SPDR SERIES TRUST S&P DIVID ETF 78464A763 388,595 2,863 SH SOLE 2,863 0 0
STARBUCKS CORP COM 855244109 5,214,114 56,904 SH SOLE 19,026 0 37,878
STATE STR CORP COM 857477103 204,067 1,919 SH SOLE 1,824 0 95
STRYKER CORPORATION COM 863667101 25,438,896 64,300 SH SOLE 60,504 0 3,796
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,453,873 46,156 SH SOLE 37,791 0 8,365
TESLA INC COM 88160R101 220,139 693 SH SOLE 693 0 0
TEXAS INSTRS INC COM 882508104 1,230,979 5,929 SH SOLE 5,750 0 179
TEXAS PACIFIC LAND CORPORATI COM 88262P102 392,978 372 SH SOLE 0 0 372
THE TRADE DESK INC COM CL A 88339J105 14,479,277 201,129 SH SOLE 187,096 0 14,033
THERMO FISHER SCIENTIFIC INC COM 883556102 1,687,178 4,161 SH SOLE 3,415 0 746
TJX COS INC NEW COM 872540109 35,495,248 287,434 SH SOLE 267,736 0 19,698
TORONTO DOMINION BK ONT COM NEW 891160509 217,633 2,963 SH SOLE 2,963 0 0
TRAVELERS COMPANIES INC COM 89417E109 281,185 1,051 SH SOLE 505 0 546
TRIMBLE INC COM 896239100 2,347,251 30,893 SH SOLE 20,831 0 10,062
UNILEVER PLC SPON ADR NEW 904767704 289,640 4,735 SH SOLE 1,100 0 3,635
UNION PAC CORP COM 907818108 2,203,564 9,577 SH SOLE 9,151 0 426
UNITED RENTALS INC COM 911363109 424,918 564 SH SOLE 552 0 12
UNITEDHEALTH GROUP INC COM 91324P102 6,294,689 20,177 SH SOLE 19,074 0 1,103
VALERO ENERGY CORP COM 91913Y100 4,053,069 30,152 SH SOLE 24,200 0 5,952
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 681,857 8,664 SH SOLE 2,990 0 5,674
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 9,549,612 129,697 SH SOLE 108,242 0 21,455
VANGUARD INDEX FDS SMALL CP ETF 922908751 410,622 1,733 SH SOLE 1,483 0 250
VANGUARD INDEX FDS MID CAP ETF 922908629 553,504 1,978 SH SOLE 1,728 0 250
VANGUARD INDEX FDS TOTAL STK MKT 922908769 158,822,985 522,564 SH SOLE 486,137 0 36,427
VANGUARD INDEX FDS GROWTH ETF 922908736 403,237 920 SH SOLE 334 0 586
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7,615,304 13,407 SH SOLE 13,200 0 207
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2,513,599 37,394 SH SOLE 37,130 0 264
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10,958,803 221,569 SH SOLE 208,270 0 13,299
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 221,868 2,032 SH SOLE 0 0 2,032
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 57,886,735 728,135 SH SOLE 661,937 0 66,198
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 19,933,835 97,395 SH SOLE 81,196 0 16,199
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 47,686,920 836,466 SH SOLE 645,232 0 191,234
VANGUARD WORLD FD ESG INTL STK ETF 921910725 602,600 9,200 SH SOLE 0 0 9,200
VANGUARD WORLD FD INF TECH ETF 92204A702 1,042,771 1,572 SH SOLE 1,572 0 0
VERALTO CORP COM SHS 92338C103 1,670,319 16,546 SH SOLE 8,021 0 8,525
VERISIGN INC COM 92343E102 333,853 1,156 SH SOLE 1,123 0 33
VERIZON COMMUNICATIONS INC COM 92343V104 651,586 15,059 SH SOLE 11,586 0 3,473
VERTEX PHARMACEUTICALS INC COM 92532F100 34,294,202 77,031 SH SOLE 72,568 0 4,463
VIATRIS INC COM 92556V106 417,701 46,775 SH SOLE 45,386 0 1,389
VISA INC COM CL A 92826C839 484,676 1,365 SH SOLE 1,064 0 301
VONTIER CORPORATION COM 928881101 337,746 9,153 SH SOLE 8,947 0 206
WALMART INC COM 931142103 778,678 7,964 SH SOLE 4,475 0 3,489
WASTE MGMT INC DEL COM 94106L109 6,289,805 27,488 SH SOLE 22,905 0 4,583
WILLIAMS SONOMA INC COM 969904101 3,297,624 20,185 SH SOLE 2,785 0 17,400
ZIONS BANCORPORATION N A COM 989701107 269,829 5,195 SH SOLE 5,088 0 107
ZOETIS INC CL A 98978V103 22,240,533 142,613 SH SOLE 128,032 0 14,581