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
ADOBE INC COM 00724F101 670,463 1,733 SH SOLE 0 0 1,733
ALCON AG ORD SHS H01301128 1,188,690 13,465 SH SOLE 0 0 13,465
ALPHABET INC CAP STK CL A 02079K305 15,597,236 88,505 SH SOLE 0 0 88,505
ALPHABET INC CAP STK CL C 02079K107 10,206,666 57,538 SH SOLE 0 0 57,538
AMAZON COM INC COM 023135106 26,104,777 118,988 SH SOLE 0 0 118,988
ANALOG DEVICES INC COM 032654105 16,254,386 68,290 SH SOLE 0 0 68,290
ANSYS INC COM 03662Q105 6,485,277 18,465 SH SOLE 0 0 18,465
APPLE INC COM 037833100 718,095 3,500 SH SOLE 0 0 3,500
APPLIED MATLS INC COM 038222105 4,855,749 26,524 SH SOLE 0 0 26,524
ASML HOLDING N V N Y REGISTRY SHS N07059210 2,969,150 3,705 SH SOLE 0 0 3,705
AUTODESK INC COM 052769106 3,680,787 11,890 SH SOLE 0 0 11,890
AVANTOR INC COM 05352A100 1,044,308 77,586 SH SOLE 0 0 77,586
BANK AMERICA CORP 7.25%CNV PFD L 060505682 12,529,077 10,329 SH SOLE 0 0 10,329
BANK AMERICA CORP COM 060505104 8,755,430 185,026 SH SOLE 0 0 185,026
BARRICK MNG CORP COM SHS 06849F108 707,880 34,000 SH SOLE 0 0 34,000
BECTON DICKINSON & CO COM 075887109 8,647,122 50,201 SH SOLE 0 0 50,201
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,259,547 17,003 SH SOLE 0 0 17,003
BROADCOM INC COM 11135F101 275,650 1,000 SH SOLE 0 0 1,000
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,850,243 29,915 SH SOLE 0 0 29,915
BWX TECHNOLOGIES INC COM 05605H100 388,962 2,700 SH SOLE 0 0 2,700
CANADIAN PACIFIC KANSAS CITY COM 13646K108 1,212,910 15,301 SH SOLE 0 0 15,301
CARVANA CO CL A 146869102 303,264 900 SH SOLE 0 0 900
CHENIERE ENERGY INC COM NEW 16411R208 438,336 1,800 SH SOLE 0 0 1,800
COSTAR GROUP INC COM 22160N109 1,153,097 14,342 SH SOLE 0 0 14,342
DANAHER CORPORATION COM 235851102 9,320,332 47,182 SH SOLE 0 0 47,182
DBX ETF TR XTRACK HRVST CSI 233051879 484,979 17,610 SH SOLE 0 0 17,610
DUPONT DE NEMOURS INC COM 26614N102 1,820,104 26,536 SH SOLE 0 0 26,536
ENTEGRIS INC COM 29362U104 7,336,650 90,969 SH SOLE 0 0 90,969
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 5,340,319 24,525 SH SOLE 0 0 24,525
FIDELITY COVINGTON TRUST CLOUD COMPUTNG 316092246 281,309 9,900 SH SOLE 0 0 9,900
FIRSTENERGY CORP COM 337932107 2,267,242 56,315 SH SOLE 0 0 56,315
FLUTTER ENTMT PLC SHS G3643J108 200,032 700 SH SOLE 0 0 700
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 405,123 3,934 SH SOLE 0 0 3,934
HOME DEPOT INC COM 437076102 575,258 1,569 SH SOLE 0 0 1,569
HONEYWELL INTL INC COM 438516106 13,316,544 57,182 SH SOLE 0 0 57,182
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,609,140 36,023 SH SOLE 0 0 36,023
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 716,601 3,943 SH SOLE 0 0 3,943
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 722,667 6,710 SH SOLE 0 0 6,710
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 2,179,076 35,600 SH SOLE 0 0 35,600
ISHARES TR MSCI INDIA ETF 46429B598 200,782 3,606 SH SOLE 0 0 3,606
ISHARES TR U.S. MED DVC ETF 464288810 627,402 10,016 SH SOLE 0 0 10,016
LAM RESEARCH CORP COM NEW 512807306 2,195,406 22,554 SH SOLE 0 0 22,554
LAUDER ESTEE COS INC CL A 518439104 758,793 9,391 SH SOLE 0 0 9,391
LINDE PLC SHS G54950103 2,314,465 4,933 SH SOLE 0 0 4,933
MARA HOLDINGS INC COM 565788106 392,000 25,000 SH SOLE 0 0 25,000
MARKETWISE INC COM NEW CL A 57064P206 2,217,865 112,070 SH SOLE 0 0 112,070
META PLATFORMS INC CL A 30303M102 2,083,628 2,823 SH SOLE 0 0 2,823
MICROSOFT CORP COM 594918104 29,153,200 58,610 SH SOLE 0 0 58,610
NORTHROP GRUMMAN CORP COM 666807102 1,283,949 2,568 SH SOLE 0 0 2,568
NVIDIA CORPORATION COM 67066G104 1,285,249 8,135 SH SOLE 0 0 8,135
PEPSICO INC COM 713448108 1,756,528 13,303 SH SOLE 0 0 13,303
PHILIP MORRIS INTL INC COM 718172109 6,848,634 37,603 SH SOLE 0 0 37,603
PIMCO DYNAMIC INCOME STRATEG COM SHS BEN INT 69346N107 369,035 14,971 SH SOLE 0 0 14,971
ROPER TECHNOLOGIES INC COM 776696106 283,420 500 SH SOLE 0 0 500
RTX CORPORATION COM 75513E101 10,106,482 69,213 SH SOLE 0 0 69,213
S&P GLOBAL INC COM 78409V104 11,411,610 21,642 SH SOLE 0 0 21,642
SPDR S&P 500 ETF TR TR UNIT 78462F103 818,033 1,324 SH SOLE 0 0 1,324
SPROTT PHYSICAL GOLD TR UNIT 85207H104 4,270,537 168,463 SH SOLE 0 0 168,463
STRYKER CORPORATION COM 863667101 559,025 1,413 SH SOLE 0 0 1,413
SUPER GROUP SGHC LIMITED ORD SHS G8588X103 329,440 30,031 SH SOLE 0 0 30,031
TELEDYNE TECHNOLOGIES INC COM 879360105 5,205,582 10,161 SH SOLE 0 0 10,161
TEXAS INSTRS INC COM 882508104 6,344,037 30,556 SH SOLE 0 0 30,556
THERMO FISHER SCIENTIFIC INC COM 883556102 12,150,014 29,966 SH SOLE 0 0 29,966
UNILEVER PLC SPON ADR NEW 904767704 751,168 12,280 SH SOLE 0 0 12,280
UNION PAC CORP COM 907818108 1,273,953 5,537 SH SOLE 0 0 5,537
VANECK ETF TRUST GOLD MINERS ETF 92189F106 565,111 10,855 SH SOLE 0 0 10,855
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 853,020 9,095 SH SOLE 0 0 9,095
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,129,632 16,805 SH SOLE 0 0 16,805
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 351,468 3,900 SH SOLE 0 0 3,900
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 371,710 4,640 SH SOLE 0 0 4,640
VISA INC COM CL A 92826C839 6,122,482 17,244 SH SOLE 0 0 17,244
WELLS FARGO CO NEW PERP PFD CNV A 949746804 5,477,316 4,665 SH SOLE 0 0 4,665
WILLIAMS COS INC COM 969457100 6,940,568 110,501 SH SOLE 0 0 110,501