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 Company COM 88579Y101 517,616 3,400 SH SOLE 0 0 3,400
AFLAC Inc COM 001055102 13,419,744 127,250 SH SOLE 0 0 127,250
ASML Holding NV COM N07059210 240,417 300 SH SOLE 0 0 300
AT&T Inc COM 00206R102 835,064 28,855 SH SOLE 0 0 28,855
AbbVie Inc COM 00287Y109 16,361,104 88,143 SH SOLE 0 0 88,143
Abbott Laboratories COM 002824100 4,637,125 34,094 SH SOLE 0 0 34,094
Accenture PLC COM G1151C101 2,504,399 8,379 SH SOLE 0 0 8,379
Adobe COM 00724F101 4,487,808 11,600 SH SOLE 0 0 11,600
Advanced Micro COM 007903107 641,246 4,519 SH SOLE 0 0 4,519
Agilent COM 00846U101 826,070 7,000 SH SOLE 0 0 7,000
Airbnb Inc COM 009066101 10,750,772 81,236 SH SOLE 0 0 81,236
Allstate Corp COM 020002101 241,572 1,200 SH SOLE 0 0 1,200
Alphabet Class A COM 02079K305 23,383,957 132,690 SH SOLE 0 0 132,690
Alphabet Class C COM 02079K107 15,614,045 88,021 SH SOLE 0 0 88,021
Altria Group COM 02209S103 1,789,798 30,527 SH SOLE 0 0 30,527
Amazon COM 023135106 27,882,933 127,093 SH SOLE 0 0 127,093
American Express Co COM 025816109 17,481,699 54,805 SH SOLE 0 0 54,805
American Tower REIT COM 03027X100 3,671,363 16,611 SH SOLE 0 0 16,611
Amgen Inc COM 031162100 9,506,021 34,046 SH SOLE 0 0 34,046
Analog Devices COM 032654105 2,215,357 9,307 SH SOLE 0 0 9,307
AppFolio Inc COM 03783C100 276,336 1,200 SH SOLE 0 0 1,200
Apple Inc COM 037833100 93,063,716 453,593 SH SOLE 0 0 453,593
Applied Materials COM 038222105 11,684,149 63,823 SH SOLE 0 0 63,823
Applovin Corp COM 03831W108 459,305 1,312 SH SOLE 0 0 1,312
Aptiv PLC COM G6095L109 388,854 5,700 SH SOLE 0 0 5,700
AstraZeneca PLC COM 046353108 560,857 8,026 SH SOLE 0 0 8,026
Atlassian Corp CL A COM 049468101 3,659,073 18,017 SH SOLE 0 0 18,017
Automatic Data COM 053015103 3,330,720 10,800 SH SOLE 0 0 10,800
Axon Enterprise Inc COM 05464C101 413,970 500 SH SOLE 0 0 500
BP PLC ADS COM 055622104 227,468 7,600 SH SOLE 0 0 7,600
Baidu Inc COM 056752108 463,104 5,400 SH SOLE 0 0 5,400
Bank Of America COM 060505104 2,665,299 56,325 SH SOLE 0 0 56,325
Baxter Intl COM 071813109 566,236 18,700 SH SOLE 0 0 18,700
Berkshire Hathaway Cl B COM 113809107 7,450,254 15,337 SH SOLE 0 0 15,337
Blackrock Inc COM 09247X101 751,263 716 SH SOLE 0 0 716
Blackstone Group COM 09260D107 867,564 5,800 SH SOLE 0 0 5,800
Boeing COM 097023105 1,293,848 6,175 SH SOLE 0 0 6,175
Boston Scientific COM 101137107 1,331,884 12,400 SH SOLE 0 0 12,400
Bristol Myers Squibb Company COM 110122108 3,051,946 65,931 SH SOLE 0 0 65,931
Broadcom Ltd COM 11135F101 2,673,904 9,700 SH SOLE 0 0 9,700
C H Robinsin Worldwide COM 12541W209 3,003,235 31,300 SH SOLE 0 0 31,300
CME Group COM 12572Q105 5,347,028 19,400 SH SOLE 0 0 19,400
CSX Corp COM 126408103 574,288 17,600 SH SOLE 0 0 17,600
CVS Health Corp COM 126650100 3,274,287 47,467 SH SOLE 0 0 47,467
Canadian National Railway COM 136375102 291,312 2,800 SH SOLE 0 0 2,800
Capital One Financial COM 14040H105 280,630 1,319 SH SOLE 0 0 1,319
CarGurus Inc COM 141788109 649,318 19,400 SH SOLE 0 0 19,400
Carrier Global COM 14448C104 658,710 9,000 SH SOLE 0 0 9,000
Caterpillar COM 149123101 13,845,991 35,666 SH SOLE 0 0 35,666
Charles Schwab Corp COM 808513105 1,085,756 11,900 SH SOLE 0 0 11,900
Chevron Corp COM 166764100 16,947,540 118,357 SH SOLE 0 0 118,357
Chubb Limited COM H1467J104 255,533 882 SH SOLE 0 0 882
Cisco Systems Inc COM 17275R102 6,547,321 94,369 SH SOLE 0 0 94,369
Coca-Cola Company COM 191216100 97,456,166 1,377,472 SH SOLE 0 0 1,377,472
Coinbase Global Inc. COM 19260Q107 106,102,085 302,725 SH SOLE 0 0 302,725
Colgate-Palmolive Company COM 194162103 4,584,905 50,439 SH SOLE 0 0 50,439
Comcast Corp COM 20030N101 4,450,186 124,690 SH SOLE 0 0 124,690
ConocoPhillips COM 20825C104 1,968,178 21,932 SH SOLE 0 0 21,932
Constl. Energy Corporation COM 21037T109 387,312 1,200 SH SOLE 0 0 1,200
Corteva Inc COM 22052L104 436,165 5,852 SH SOLE 0 0 5,852
Costco Wholesale Corp COM 22160K105 13,685,951 13,825 SH SOLE 0 0 13,825
Crown Castle COM 228227104 2,892,774 28,159 SH SOLE 0 0 28,159
Cummins COM 231021106 3,308,877 10,103 SH SOLE 0 0 10,103
Danaher Corp COM 235851102 237,048 1,200 SH SOLE 0 0 1,200
Deere & Company COM 244199105 10,298,956 20,254 SH SOLE 0 0 20,254
Diageo PLC ADR COM 25243Q205 211,764 2,100 SH SOLE 0 0 2,100
Digital Realty Trust COM 253868103 404,271 2,319 SH SOLE 0 0 2,319
Dominion Energy COM 25746U109 1,151,765 20,378 SH SOLE 0 0 20,378
Doordash Inc COM 25809K105 449,881 1,825 SH SOLE 0 0 1,825
Dover Corporation COM 260003108 861,181 4,700 SH SOLE 0 0 4,700
Duke Energy Hldg COM 26441C204 2,860,812 24,244 SH SOLE 0 0 24,244
Dynatrace Holdings LLC COM 268150109 6,017,890 109,000 SH SOLE 0 0 109,000
Eaton Corp COM G29183103 1,485,017 4,160 SH SOLE 0 0 4,160
Ecolab Inc COM 278865100 6,322,733 23,466 SH SOLE 0 0 23,466
Edwards Lifesciences COM 28176E108 985,446 12,600 SH SOLE 0 0 12,600
Electronic Arts COM 285512109 16,990,770 106,392 SH SOLE 0 0 106,392
Eli Lilly & Company COM 532457108 6,524,358 8,370 SH SOLE 0 0 8,370
Emerson Electric Company COM 291011104 9,359,805 70,200 SH SOLE 0 0 70,200
Energy Transfer LP COM 29273V100 222,999 12,300 SH SOLE 0 0 12,300
Equifax Inc COM 294429105 1,102,322 4,250 SH SOLE 0 0 4,250
Exxon Mobil COM 30231G102 28,347,706 262,966 SH SOLE 0 0 262,966
FMC Corporation COM 302491303 603,204 14,448 SH SOLE 0 0 14,448
Fastenal Company COM 311900104 4,919,460 117,130 SH SOLE 0 0 117,130
Fifth Third Bancorp COM 316773100 756,792 18,400 SH SOLE 0 0 18,400
First Solar Inc COM 336433107 1,241,550 7,500 SH SOLE 0 0 7,500
Fulton Financial COM 360271100 252,560 14,000 SH SOLE 0 0 14,000
GE Aerospace COM 369604301 1,719,108 6,679 SH SOLE 0 0 6,679
GE Vernova Inc COM 36828A101 766,209 1,448 SH SOLE 0 0 1,448
General Dynamics COM 369550108 752,191 2,579 SH SOLE 0 0 2,579
Genuine Parts Company COM 372460105 715,729 5,900 SH SOLE 0 0 5,900
Gilead Sciences COM 375558103 792,556 7,149 SH SOLE 0 0 7,149
Gitlab Inc Cl A COM 37637K108 2,120,170 47,000 SH SOLE 0 0 47,000
Goldman Sachs COM 38141G104 9,949,854 14,058 SH SOLE 0 0 14,058
HP Inc COM 40434L105 5,032,376 205,739 SH SOLE 0 0 205,739
Hims and Hers Health COM 433000106 2,801,570 56,200 SH SOLE 0 0 56,200
Home Depot COM 437076102 12,114,152 33,041 SH SOLE 0 0 33,041
Honeywell COM 438516106 2,163,455 9,290 SH SOLE 0 0 9,290
Humana COM 444859102 372,832 1,525 SH SOLE 0 0 1,525
Huntington Ingalls Industries COM 446413106 482,920 2,000 SH SOLE 0 0 2,000
Illinois Tool Works COM 452308109 6,494,021 26,265 SH SOLE 0 0 26,265
Ingersoll-Rand PLC COM 45687V106 299,531 3,601 SH SOLE 0 0 3,601
Intel Corp COM 458140100 1,128,714 50,389 SH SOLE 0 0 50,389
Intl Business Machines Corp COM 459200101 35,710,460 121,143 SH SOLE 0 0 121,143
Intuit COM 461202103 2,181,735 2,770 SH SOLE 0 0 2,770
Intuitive Surgical Inc COM 46120E602 2,662,709 4,900 SH SOLE 0 0 4,900
Invesco QQQ Tr Unit Ser 1 COM 46090E103 520,197 943 SH SOLE 0 0 943
J P Morgan Chase & Co COM 46625H100 22,712,061 78,342 SH SOLE 0 0 78,342
Johnson & Johnson COM 478160104 28,820,455 188,677 SH SOLE 0 0 188,677
KLA Corporation COM 482480100 8,743,643 9,761 SH SOLE 0 0 9,761
Keysight Technologies COM 49338L103 262,176 1,600 SH SOLE 0 0 1,600
Kimberly-Clark COM 494368103 657,492 5,100 SH SOLE 0 0 5,100
Kraft Heinz Co COM 500754106 328,998 12,742 SH SOLE 0 0 12,742
Lam Research Corp COM 512807108 9,441,980 97,000 SH SOLE 0 0 97,000
Leidos Holdings Inc. COM 525327102 631,040 4,000 SH SOLE 0 0 4,000
Levi Strauss & Co COM 52736R102 184,900 10,000 SH SOLE 0 0 10,000
Lincoln National Corporation COM 534187109 719,680 20,800 SH SOLE 0 0 20,800
Linde PLC COM G5494J103 375,813 801 SH SOLE 0 0 801
Lockheed Martin COM 539830109 9,891,971 21,358 SH SOLE 0 0 21,358
Lowes Companies Inc COM 548661107 18,742,468 84,475 SH SOLE 0 0 84,475
Marathon Petroleum Corp COM 56585A102 408,631 2,460 SH SOLE 0 0 2,460
Mastercard COM 57636Q104 2,528,730 4,500 SH SOLE 0 0 4,500
McCormick and Co COM 579780206 454,920 6,000 SH SOLE 0 0 6,000
McDonalds Corp COM 580135101 19,489,873 66,707 SH SOLE 0 0 66,707
Medtronic Plc COM G5960L103 4,280,570 49,106 SH SOLE 0 0 49,106
Merck & Company Inc COM 58933Y105 3,925,835 49,594 SH SOLE 0 0 49,594
Meta Platforms Inc COM 30303M102 15,392,760 20,855 SH SOLE 0 0 20,855
Metlife Inc COM 59156R108 241,903 3,008 SH SOLE 0 0 3,008
Microchip COM 595017104 436,294 6,200 SH SOLE 0 0 6,200
Microsoft Corp COM 594918104 84,473,603 169,827 SH SOLE 0 0 169,827
Mondelez Intl COM 609207105 3,074,387 45,587 SH SOLE 0 0 45,587
Morgan Stanley COM 617446448 5,700,886 40,472 SH SOLE 0 0 40,472
Netflix COM 64110L106 1,740,869 1,300 SH SOLE 0 0 1,300
New Atlas Holdco Inc COM 642045108 3,369,240 252,000 SH SOLE 0 0 252,000
New York Times Company COM 650111107 8,517,693 152,156 SH SOLE 0 0 152,156
NextEra Energy COM 65339F101 1,481,076 21,335 SH SOLE 0 0 21,335
Nike Inc Cl B COM 654106103 747,341 10,520 SH SOLE 0 0 10,520
Norfolk Southern COM 655844108 4,965,818 19,400 SH SOLE 0 0 19,400
Northrop Grumman Corp COM 666807102 2,795,888 5,592 SH SOLE 0 0 5,592
Novartis AG COM 66987V109 568,747 4,700 SH SOLE 0 0 4,700
Novo Nordisk ADR COM 670100205 598,748 8,675 SH SOLE 0 0 8,675
Nucor Corp COM 670346105 825,040 6,369 SH SOLE 0 0 6,369
Nvidia Corp COM 67066G104 18,930,994 119,824 SH SOLE 0 0 119,824
Okta Inc COM 679295105 2,829,151 28,300 SH SOLE 0 0 28,300
Oracle Corp COM 68389X105 26,237,349 120,008 SH SOLE 0 0 120,008
PNC Finl COM 693475105 906,374 4,862 SH SOLE 0 0 4,862
Palantir Technologies Inc COM 69608A108 572,544 4,200 SH SOLE 0 0 4,200
Palo Alto Networks Inc COM 697435105 286,496 1,400 SH SOLE 0 0 1,400
PayPal Hldg Inc COM 70450Y103 1,918,571 25,815 SH SOLE 0 0 25,815
PepsiCo COM 713448108 3,722,605 28,193 SH SOLE 0 0 28,193
Petroleo Brasileiro COM 71654V408 415,332 33,200 SH SOLE 0 0 33,200
Pfizer Inc COM 717081103 1,854,384 76,501 SH SOLE 0 0 76,501
Philip Morris COM 718172109 7,877,851 43,254 SH SOLE 0 0 43,254
Phillips 66 COM 718546104 1,149,933 9,639 SH SOLE 0 0 9,639
Plains GP Holdings COM 72651A207 388,600 20,000 SH SOLE 0 0 20,000
ProLogis Inc COM 74340W103 2,761,407 26,269 SH SOLE 0 0 26,269
Procore Technologies Inc COM 74275K108 1,368,400 20,000 SH SOLE 0 0 20,000
Procter & Gamble Co COM 742718109 41,804,293 262,392 SH SOLE 0 0 262,392
Progressive Corp COM 743315103 1,067,440 4,000 SH SOLE 0 0 4,000
Prudential Financial COM 744320102 5,836,299 54,321 SH SOLE 0 0 54,321
Qualcomm Inc COM 747525103 5,716,692 35,895 SH SOLE 0 0 35,895
Qualys Inc COM 74758T303 14,687,036 102,800 SH SOLE 0 0 102,800
Quantum Scape Corp COM 71467V109 678,720 101,000 SH SOLE 0 0 101,000
RTX Corporation COM 75513E101 2,603,975 17,833 SH SOLE 0 0 17,833
Robinhood Markets Inc COM 770700102 870,759 9,300 SH SOLE 0 0 9,300
Rockwell COM 773903109 431,821 1,300 SH SOLE 0 0 1,300
Roper Technologies COM 776696106 2,834,200 5,000 SH SOLE 0 0 5,000
Ross Stores COM 778296103 442,320 3,467 SH SOLE 0 0 3,467
S&P Global Inc. COM 78409V104 65,088,678 123,440 SH SOLE 0 0 123,440
SPDR Gold Trust ETF COM 78463V107 426,762 1,400 SH SOLE 0 0 1,400
SPDR S&P 500 Trust COM 78462F103 38,418,790 62,181 SH SOLE 0 0 62,181
Salesforce.com Inc COM 79466L302 4,799,426 17,600 SH SOLE 0 0 17,600
Science Applications Intl Corp COM 808625107 394,135 3,500 SH SOLE 0 0 3,500
Sealed Air COM 81211K100 276,167 8,900 SH SOLE 0 0 8,900
ServiceNow COM 81762P102 1,850,544 1,800 SH SOLE 0 0 1,800
Shell PLC COM 780259305 359,091 5,100 SH SOLE 0 0 5,100
Sherwin-Williams COM 824348106 652,384 1,900 SH SOLE 0 0 1,900
Southern Co COM 842587107 11,492,740 125,152 SH SOLE 0 0 125,152
Stanley Black & Decker COM 854502101 1,693,750 25,000 SH SOLE 0 0 25,000
Stryker COM 863667101 3,222,406 8,145 SH SOLE 0 0 8,145
Sysco Corp COM 871829107 833,140 11,000 SH SOLE 0 0 11,000
T Rowe Price Grp Inc COM 74144T108 250,900 2,600 SH SOLE 0 0 2,600
TJX Companies COM 872540109 6,790,237 54,986 SH SOLE 0 0 54,986
Take Two COM 874054109 704,265 2,900 SH SOLE 0 0 2,900
Tesla Motors Inc COM 88160R101 3,684,856 11,600 SH SOLE 0 0 11,600
Texas Instruments COM 882508104 18,252,912 87,915 SH SOLE 0 0 87,915
The Travelers Companies COM 89417E109 6,236,585 23,311 SH SOLE 0 0 23,311
Thermo Fisher Scientific COM 883556102 932,558 2,300 SH SOLE 0 0 2,300
Trane Tech PLC COM G8994E103 918,561 2,100 SH SOLE 0 0 2,100
Truist Financial Corporation COM 89832Q109 4,407,980 102,535 SH SOLE 0 0 102,535
U S Bancorp COM 902973304 1,328,087 29,350 SH SOLE 0 0 29,350
UBS AG COM H42097107 980,780 29,000 SH SOLE 0 0 29,000
Uber Technologies Inc COM 90353T100 10,586,658 113,469 SH SOLE 0 0 113,469
Union Pacific Corp COM 907818108 4,157,546 18,070 SH SOLE 0 0 18,070
United Parcel Service Inc Cl B COM 911312106 7,306,239 72,382 SH SOLE 0 0 72,382
UnitedHealth COM 91324P102 3,243,887 10,398 SH SOLE 0 0 10,398
Valero Energy COM 91913Y100 228,514 1,700 SH SOLE 0 0 1,700
Vanguard S&P 500 ETF COM 922908363 3,731,957 6,570 SH SOLE 0 0 6,570
Verizon Communications Inc COM 92343V104 579,818 13,400 SH SOLE 0 0 13,400
Vertex Pharmaceutical COM 92532F100 23,155,742 52,012 SH SOLE 0 0 52,012
Vertiv Holdings Co COM 92537N108 744,778 5,800 SH SOLE 0 0 5,800
Visa Inc Cl A COM 92826C839 23,644,626 66,595 SH SOLE 0 0 66,595
Vulcan Materials COM 929160109 286,902 1,100 SH SOLE 0 0 1,100
Wal-Mart Stores Inc COM 931142103 55,501,999 567,621 SH SOLE 0 0 567,621
Walt Disney Company COM 254687106 9,199,442 74,183 SH SOLE 0 0 74,183
Wells Fargo & Co COM 949746101 3,458,468 43,166 SH SOLE 0 0 43,166
Welltower Inc COM 95040Q104 1,416,622 9,215 SH SOLE 0 0 9,215
Williams-Sonoma COM 969904101 441,099 2,700 SH SOLE 0 0 2,700
YUM Brands COM 988498101 4,713,737 31,811 SH SOLE 0 0 31,811
Zoetis Inc COM 98978V103 389,875 2,500 SH SOLE 0 0 2,500
iShares Russell 1000 Growth ET COM 464287614 3,056,976 7,200 SH SOLE 0 0 7,200