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
ABBOTT LABS COM 002824100 18,464,420 135,758 SH SOLE 132,268 0 3,490
ABBVIE INC COM 00287Y109 11,864,813 63,920 SH SOLE 62,300 0 1,620
AIR PRODS & CHEMS INC COM 009158106 14,317,193 50,759 SH SOLE 49,511 0 1,248
ALCON AG ORD SHS H01301128 13,376,582 151,524 SH SOLE 149,094 0 2,430
ALLIANT ENERGY CORP COM 018802108 48,538,408 802,686 SH SOLE 777,630 0 25,056
ALPHABET INC CAP STK CL C 02079K107 1,111,348 6,265 SH SOLE 5,000 0 1,265
ALPHABET INC CAP STK CL A 02079K305 1,345,869 7,637 SH SOLE 6,507 0 1,130
AMAZON COM INC COM 023135106 1,008,097 4,595 SH SOLE 4,595 0 0
AMERICAN BEACON SELECT FUNDS GLG NATURAL RESO 02368W408 2,520,420 75,866 SH SOLE 75,866 0 0
AMERICAN EXPRESS CO COM 025816109 17,996,327 56,418 SH SOLE 55,114 0 1,304
AMERICAN HEALTHCARE REIT INC COM SHS 398182303 6,137,968 167,065 SH SOLE 162,761 0 4,304
AMERICAN TOWER CORP NEW COM 03027X100 15,090,499 68,277 SH SOLE 66,714 0 1,563
AMETEK INC COM 031100100 494,564 2,733 SH SOLE 2,733 0 0
AMGEN INC COM 031162100 344,824 1,235 SH SOLE 1,235 0 0
ANALOG DEVICES INC COM 032654105 67,704,977 284,451 SH SOLE 276,181 0 8,270
AON PLC SHS CL A G0403H108 2,266,496 6,353 SH SOLE 6,353 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 2,611,237 18,406 SH SOLE 18,261 0 145
APPLE INC COM 037833100 6,166,138 30,054 SH SOLE 29,129 0 925
APPLIED MATLS INC COM 038222105 14,765,522 80,655 SH SOLE 79,259 0 1,396
ARCH CAP GROUP LTD ORD G0450A105 41,269,948 453,267 SH SOLE 438,453 0 14,814
ASTRAZENECA PLC SPONSORED ADR 046353108 8,138,508 116,464 SH SOLE 114,276 0 2,188
ASURE SOFTWARE INC COM 04649U102 1,136,679 116,463 SH SOLE 115,104 0 1,359
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 2,098,957 57,632 SH SOLE 57,085 0 547
AUTODESK INC COM 052769106 48,086,533 155,333 SH SOLE 150,230 0 5,103
AVERY DENNISON CORP COM 053611109 32,688,425 186,291 SH SOLE 180,538 0 5,753
BECTON DICKINSON & CO COM 075887109 16,157,465 93,802 SH SOLE 92,070 0 1,732
BERKLEY W R CORP COM 084423102 86,976,298 1,183,834 SH SOLE 1,148,036 0 35,798
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,909,882 49,221 SH SOLE 48,286 0 935
BOEING CO COM 097023105 742,260 3,543 SH SOLE 3,508 0 35
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,646,655 25,417 SH SOLE 24,507 0 910
BOSTON SCIENTIFIC CORP COM 101137107 51,686,343 481,206 SH SOLE 467,732 0 13,474
BRIGHTVIEW HLDGS INC COM 10948C107 1,139,226 68,422 SH SOLE 67,544 0 878
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 41,746,109 171,773 SH SOLE 165,384 0 6,389
BWX TECHNOLOGIES INC COM 05605H100 45,107,292 313,115 SH SOLE 303,211 0 9,904
CANADIAN PACIFIC KANSAS CITY COM 13646K108 229,962 2,901 SH SOLE 2,901 0 0
CASEYS GEN STORES INC COM 147528103 58,118,947 113,898 SH SOLE 110,165 0 3,733
CATERPILLAR INC COM 149123101 357,930 922 SH SOLE 922 0 0
CAVCO INDS INC DEL COM 149568107 1,835,901 4,226 SH SOLE 4,178 0 48
CBOE GLOBAL MKTS INC COM 12503M108 75,774,804 324,921 SH SOLE 314,710 0 10,211
CHEVRON CORP NEW COM 166764100 16,990,392 118,656 SH SOLE 116,028 0 2,628
CHORD ENERGY CORPORATION COM NEW 674215207 1,535,654 15,856 SH SOLE 15,668 0 188
CHUBB LIMITED COM H1467J104 21,582,004 74,493 SH SOLE 72,708 0 1,785
CISCO SYS INC COM 17275R102 718,008 10,349 SH SOLE 10,349 0 0
CITI TRENDS INC COM 17306X102 942,099 28,215 SH SOLE 27,886 0 329
CITIGROUP INC COM NEW 172967424 250,678 2,945 SH SOLE 2,930 0 15
CME GROUP INC COM 12572Q105 18,082,053 65,605 SH SOLE 63,985 0 1,620
CNH INDL N V SHS N20944109 60,569,645 4,673,584 SH SOLE 4,527,300 0 146,284
COCA COLA CO COM 191216100 1,301,295 18,393 SH SOLE 18,093 0 300
COLGATE PALMOLIVE CO COM 194162103 1,815,512 19,973 SH SOLE 19,633 0 340
COMCAST CORP NEW CL A 20030N101 11,967,016 335,304 SH SOLE 327,946 0 7,358
COMMUNITY FINANCIAL SYSTEM I COM 203607106 1,878,086 33,024 SH SOLE 32,592 0 432
COMMUNITY HEALTHCARE TR INC COM 20369C106 1,249,113 75,112 SH SOLE 74,178 0 934
CONNECTONE BANCORP INC COM 20786W107 2,001,524 86,422 SH SOLE 85,439 0 983
CONOCOPHILLIPS COM 20825C104 470,507 5,243 SH SOLE 4,843 0 400
CORPAY INC COM SHS 219948106 30,391,450 91,590 SH SOLE 88,628 0 2,962
CORTEVA INC COM 22052L104 51,069,220 685,217 SH SOLE 663,525 0 21,692
CRANE NXT CO COM 224441105 975,860 18,105 SH SOLE 17,886 0 219
CRH PLC ORD G25508105 61,790,971 673,104 SH SOLE 654,394 0 18,710
CROCS INC COM 227046109 658,219 6,499 SH SOLE 6,420 0 79
CROWN CASTLE INC COM 22822V101 47,710,396 464,425 SH SOLE 449,410 0 15,015
DAKTRONICS INC COM 234264109 2,961,207 195,847 SH SOLE 193,945 0 1,902
DIAGEO PLC SPON ADR NEW 25243Q205 9,174,418 90,980 SH SOLE 88,613 0 2,367
DIAMONDBACK ENERGY INC COM 25278X109 40,419,334 294,173 SH SOLE 284,231 0 9,942
DREAM FINDERS HOMES INC COM CL A 26154D100 533,585 21,233 SH SOLE 21,233 0 0
DUPONT DE NEMOURS INC COM 26614N102 45,286,759 660,253 SH SOLE 638,746 0 21,507
EATON CORP PLC SHS G29183103 4,616,770 12,932 SH SOLE 12,267 0 665
ELECTRONIC ARTS INC COM 285512109 1,099,482 6,885 SH SOLE 6,885 0 0
ELI LILLY & CO COM 532457108 597,900 767 SH SOLE 767 0 0
ENTERGY CORP NEW COM 29364G103 16,965,004 204,103 SH SOLE 200,057 0 4,046
ETON PHARMACEUTICALS INC COM 29772L108 1,249,169 87,661 SH SOLE 86,617 0 1,044
EVEREST GROUP LTD COM G3223R108 2,483,032 7,306 SH SOLE 6,930 0 376
EVERSOURCE ENERGY COM 30040W108 610,116 9,590 SH SOLE 9,590 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 101,962 16,340 SH SOLE 16,340 0 0
EXPEDITORS INTL WASH INC COM 302130109 40,347,154 353,148 SH SOLE 341,675 0 11,473
EXXON MOBIL CORP COM 30231G102 1,111,741 10,313 SH SOLE 10,313 0 0
FACTSET RESH SYS INC COM 303075105 670,920 1,500 SH SOLE 1,500 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 77,941,561 357,941 SH SOLE 347,456 0 10,485
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1,371,082 29,969 SH SOLE 26,579 0 3,390
FIDELITY NATL INFORMATION SV COM 31620M106 33,860,432 415,925 SH SOLE 402,726 0 13,199
FIRST AMERN FINL CORP COM 31847R102 818,900 13,339 SH SOLE 13,339 0 0
FISERV INC COM 337738108 1,177,332 6,829 SH SOLE 6,719 0 110
FLUOR CORP NEW COM 343412102 44,237,159 862,827 SH SOLE 834,014 0 28,813
FREEPORT-MCMORAN INC CL B 35671D857 6,783,474 156,482 SH SOLE 152,975 0 3,507
GALLAGHER ARTHUR J & CO COM 363576109 39,744,908 124,156 SH SOLE 120,350 0 3,806
GARTNER INC COM 366651107 27,663,224 68,436 SH SOLE 66,350 0 2,086
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 46,827,548 632,207 SH SOLE 612,385 0 19,822
GENUINE PARTS CO COM 372460105 31,772,969 261,915 SH SOLE 253,166 0 8,749
GIBRALTAR INDS INC COM 374689107 1,552,054 26,306 SH SOLE 25,981 0 325
GLOBUS MED INC CL A 379577208 33,225,359 562,951 SH SOLE 545,413 0 17,538
GOLDMAN SACHS GROUP INC COM 38141G104 25,333,225 35,794 SH SOLE 35,016 0 778
HALLIBURTON CO COM 406216101 16,082,199 789,117 SH SOLE 764,426 0 24,691
HAWKINS INC COM 420261109 2,004,889 14,109 SH SOLE 13,934 0 175
HCI GROUP INC COM 40416E103 239,715 1,575 SH SOLE 1,575 0 0
HERSHEY CO COM 427866108 42,962,660 258,889 SH SOLE 250,561 0 8,328
HESS CORP COM 42809H107 210,681 1,521 SH SOLE 1,521 0 0
HILLMAN SOLUTIONS CORP COM 431636109 1,088,479 152,448 SH SOLE 150,789 0 1,659
HINGHAM INSTN SVGS MASS COM 433323102 1,313,523 5,289 SH SOLE 5,219 0 70
HOLOGIC INC COM 436440101 955,246 14,660 SH SOLE 14,660 0 0
HOME DEPOT INC COM 437076102 413,203 1,127 SH SOLE 1,127 0 0
HONEYWELL INTL INC COM 438516106 16,102,907 69,147 SH SOLE 67,788 0 1,359
HUBBELL INC COM 443510607 46,355,807 113,503 SH SOLE 110,001 0 3,502
ICF INTL INC COM 44925C103 1,739,435 20,534 SH SOLE 20,391 0 143
IDACORP INC COM 451107106 19,508,828 168,981 SH SOLE 164,963 0 4,018
ILLINOIS TOOL WKS INC COM 452308109 541,478 2,190 SH SOLE 2,190 0 0
INSIGHT ENTERPRISES INC COM 45765U103 25,148,588 182,124 SH SOLE 175,425 0 6,699
ISHARES TR S&P MC 400VL ETF 464287705 220,059 1,781 SH SOLE 1,781 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 22,228,618 232,104 SH SOLE 231,966 0 138
ISHARES TR MSCI USA MIN VOL 46429B697 269,407 2,870 SH SOLE 2,870 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 25,625,226 193,925 SH SOLE 191,746 0 2,179
ISHARES TR MSCI ACWI ETF 464288257 713,987 5,552 SH SOLE 5,552 0 0
ISHARES TR CORE US AGGBD ET 464287226 408,704 4,120 SH SOLE 4,120 0 0
ISHARES TR RUS MID CAP ETF 464287499 2,833,228 30,806 SH SOLE 30,806 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 829,075 16,250 SH SOLE 16,250 0 0
ISHARES TR SHORT TREAS BD 464288679 18,041,790 163,392 SH SOLE 163,097 0 295
ISHARES TR RUSSELL 2000 ETF 464287655 2,813,931 13,040 SH SOLE 13,040 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 4,599,152 23,679 SH SOLE 23,679 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 23,903,860 200,721 SH SOLE 200,721 0 0
ISHARES TR GLB INFRASTR ETF 464288372 982,483 16,596 SH SOLE 16,596 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 17,338,237 328,625 SH SOLE 328,625 0 0
ISHARES TR RUS TP200 VL ETF 464289420 216,368 2,570 SH SOLE 2,570 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 21,639,592 261,158 SH SOLE 261,158 0 0
ISHARES TR CORE MSCI EAFE 46432F842 415,313 4,975 SH SOLE 4,975 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 12,204,438 229,019 SH SOLE 229,019 0 0
ISHARES TR RUS 1000 ETF 464287622 5,266,491 15,509 SH SOLE 15,509 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,024,634 11,463 SH SOLE 11,463 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,185,815 29,065 SH SOLE 29,065 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 1,181,307 7,488 SH SOLE 7,488 0 0
ISHARES TR CORE S&P500 ETF 464287200 597,306 962 SH SOLE 962 0 0
ISHARES TR MBS ETF 464288588 8,687,147 92,525 SH SOLE 92,525 0 0
J JILL INC COM 46620W201 660,381 45,108 SH SOLE 44,557 0 551
JOHNSON & JOHNSON COM 478160104 23,450,128 153,520 SH SOLE 149,940 0 3,580
JOHNSON CTLS INTL PLC SHS G51502105 2,088,107 19,770 SH SOLE 19,770 0 0
JPMORGAN CHASE & CO. COM 46625H100 44,733,999 154,303 SH SOLE 150,857 0 3,446
KELLANOVA COM 487836108 302,700 3,806 SH SOLE 3,806 0 0
KEURIG DR PEPPER INC COM 49271V100 45,550,951 1,377,827 SH SOLE 1,333,385 0 44,442
KROGER CO COM 501044101 286,920 4,000 SH SOLE 4,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 56,319,099 464,066 SH SOLE 449,639 0 14,427
LINDE PLC SHS G54950103 225,206 480 SH SOLE 200 0 280
LISTED FDS TR ROUNDHILL MAGNIF 53656G498 384,241 6,927 SH SOLE 6,927 0 0
LOCKHEED MARTIN CORP COM 539830109 14,498,038 31,304 SH SOLE 30,621 0 683
LOWES COS INC COM 548661107 13,885,183 62,583 SH SOLE 61,515 0 1,068
M & T BK CORP COM 55261F104 70,454,809 363,188 SH SOLE 353,128 0 10,060
MAGNOLIA OIL & GAS CORP CL A 559663109 2,153,584 95,800 SH SOLE 94,688 0 1,112
MARATHON PETE CORP COM 56585A102 11,736,546 70,655 SH SOLE 69,188 0 1,467
MARKEL GROUP INC COM 570535104 71,096,968 35,595 SH SOLE 34,705 0 890
MARRIOTT INTL INC NEW CL A 571903202 819,357 2,999 SH SOLE 2,949 0 50
MAYVILLE ENGR CO INC COM 578605107 1,558,302 97,638 SH SOLE 96,440 0 1,198
MCDONALDS CORP COM 580135101 15,615,449 53,446 SH SOLE 52,214 0 1,232
MCGRATH RENTCORP COM 580589109 1,031,348 8,894 SH SOLE 8,788 0 106
MCKESSON CORP COM 58155Q103 85,753,750 117,025 SH SOLE 113,556 0 3,469
MEDTRONIC PLC SHS G5960L103 879,022 10,084 SH SOLE 9,404 0 680
META PLATFORMS INC CL A 30303M102 267,189 362 SH SOLE 362 0 0
MICROSOFT CORP COM 594918104 33,119,889 66,585 SH SOLE 64,889 0 1,696
MID-AMER APT CMNTYS INC COM 59522J103 52,790,773 356,670 SH SOLE 345,631 0 11,039
MONDELEZ INTL INC CL A 609207105 1,564,248 23,195 SH SOLE 22,580 0 615
MR COOPER GROUP INC COM 62482R107 212,624 1,425 SH SOLE 1,425 0 0
MSA SAFETY INC COM 553498106 1,805,598 10,778 SH SOLE 10,682 0 96
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,616,354 50,527 SH SOLE 50,079 0 448
NELNET INC CL A 64031N108 1,558,936 12,871 SH SOLE 12,708 0 163
NICOLET BANKSHARES INC COM 65406E102 2,746,813 22,245 SH SOLE 21,980 0 265
NORFOLK SOUTHN CORP COM 655844108 33,361,745 130,335 SH SOLE 126,125 0 4,210
NOVARTIS AG SPONSORED ADR 66987V109 207,895 1,718 SH SOLE 1,718 0 0
ORACLE CORP COM 68389X105 1,257,123 5,750 SH SOLE 5,750 0 0
OTIS WORLDWIDE CORP COM 68902V107 8,192,094 82,732 SH SOLE 81,174 0 1,558
PARKER-HANNIFIN CORP COM 701094104 10,875,159 15,570 SH SOLE 15,313 0 257
PAYPAL HLDGS INC COM 70450Y103 1,025,271 13,795 SH SOLE 13,475 0 320
PEPSICO INC COM 713448108 13,260,876 100,431 SH SOLE 97,959 0 2,472
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3,919,960 38,991 SH SOLE 38,677 0 314
PJT PARTNERS INC COM CL A 69343T107 1,870,553 11,336 SH SOLE 11,203 0 133
PNC FINL SVCS GROUP INC COM 693475105 66,137,472 354,777 SH SOLE 344,545 0 10,232
PORTLAND GEN ELEC CO COM NEW 736508847 29,678,863 730,467 SH SOLE 707,932 0 22,535
PROCTER AND GAMBLE CO COM 742718109 17,072,660 107,160 SH SOLE 105,213 0 1,947
PROGRESSIVE CORP COM 743315103 19,644,096 73,612 SH SOLE 71,960 0 1,652
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 202,032 2,400 SH SOLE 2,400 0 0
QUALCOMM INC COM 747525103 1,149,222 7,216 SH SOLE 6,476 0 740
REALTY INCOME CORP COM 756109104 12,921,292 224,289 SH SOLE 220,226 0 4,063
REGENERON PHARMACEUTICALS COM 75886F107 5,970,095 11,372 SH SOLE 11,105 0 267
RESMED INC COM 761152107 602,430 2,335 SH SOLE 2,335 0 0
REV GROUP INC COM 749527107 2,711,821 56,983 SH SOLE 56,536 0 447
REXFORD INDL RLTY INC COM 76169C100 40,368,664 1,134,908 SH SOLE 1,097,026 0 37,882
RIO TINTO PLC SPONSORED ADR 767204100 8,954,116 153,508 SH SOLE 149,374 0 4,134
RPM INTL INC COM 749685103 2,281,239 20,769 SH SOLE 19,945 0 824
RTX CORPORATION COM 75513E101 26,543,651 181,781 SH SOLE 177,417 0 4,364
S&P GLOBAL INC COM 78409V104 371,212 704 SH SOLE 434 0 270
SAFETY INS GROUP INC COM 78648T100 1,290,802 16,259 SH SOLE 16,040 0 219
SALESFORCE INC COM 79466L302 8,016,192 29,397 SH SOLE 28,857 0 540
SCHLUMBERGER LTD COM STK 806857108 9,279,974 274,555 SH SOLE 268,473 0 6,082
SCIENCE APPLICATIONS INTL CO COM 808625107 568,455 5,048 SH SOLE 4,948 0 100
SENECA FOODS CORP NEW CL A 817070501 2,303,475 22,710 SH SOLE 22,448 0 262
SHELL PLC SPON ADS 780259305 18,859,601 267,854 SH SOLE 262,215 0 5,639
SIMPSON MFG INC COM 829073105 1,115,902 7,185 SH SOLE 7,102 0 83
SKYWEST INC COM 830879102 1,578,839 15,333 SH SOLE 15,152 0 181
SMITH A O CORP COM 831865209 952,350 14,524 SH SOLE 14,524 0 0
SOLVENTUM CORP COM SHS 83444M101 46,359,980 611,287 SH SOLE 591,554 0 19,733
SOUTHERN CO COM 842587107 275,490 3,000 SH SOLE 3,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 413,632 669 SH SOLE 669 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 314,396 555 SH SOLE 555 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 34,741,846 419,588 SH SOLE 406,206 0 13,382
STAG INDL INC COM 85254J102 1,625,380 44,801 SH SOLE 44,242 0 559
STATE STR CORP COM 857477103 650,375 6,116 SH SOLE 6,116 0 0
STRYKER CORPORATION COM 863667101 1,237,531 3,128 SH SOLE 3,128 0 0
SUN CMNTYS INC COM 866674104 4,754,215 37,586 SH SOLE 36,663 0 923
TD SYNNEX CORPORATION COM 87162W100 49,197,469 362,546 SH SOLE 350,853 0 11,693
TE CONNECTIVITY PLC ORD SHS G87052109 39,997,053 237,132 SH SOLE 229,489 0 7,643
TECK RESOURCES LTD CL B 878742204 17,521,168 433,907 SH SOLE 419,562 0 14,345
TEXAS INSTRS INC COM 882508104 581,336 2,800 SH SOLE 2,800 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 3,101,653 2,936 SH SOLE 2,835 0 101
THERMO FISHER SCIENTIFIC INC COM 883556102 11,183,117 27,581 SH SOLE 27,041 0 540
TOLL BROTHERS INC COM 889478103 38,301,931 335,599 SH SOLE 323,393 0 12,206
TORO CO COM 891092108 1,716,959 24,292 SH SOLE 24,078 0 214
TRANE TECHNOLOGIES PLC SHS G8994E103 28,255,133 64,596 SH SOLE 62,557 0 2,039
UFP TECHNOLOGIES INC COM 902673102 1,045,005 4,280 SH SOLE 4,229 0 51
ULTA BEAUTY INC COM 90384S303 412,898 883 SH SOLE 883 0 0
UNILEVER PLC SPON ADR NEW 904767704 3,145,450 51,421 SH SOLE 49,149 0 2,272
UNION PAC CORP COM 907818108 13,998,363 60,841 SH SOLE 59,492 0 1,349
UNITED BANKSHARES INC WEST V COM 909907107 1,735,926 47,651 SH SOLE 47,109 0 542
UNITEDHEALTH GROUP INC COM 91324P102 7,838,982 25,127 SH SOLE 24,631 0 496
UNITIL CORP COM 913259107 1,616,181 30,991 SH SOLE 30,620 0 371
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 1,234,255 48,631 SH SOLE 48,066 0 565
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,779,841 35,322 SH SOLE 35,322 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 375,513 5,100 SH SOLE 5,100 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 272,969 3,065 SH SOLE 3,065 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 583,546 1,920 SH SOLE 1,920 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 915,664 1,612 SH SOLE 1,612 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 1,289,841 4,521 SH SOLE 4,521 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 313,847 4,135 SH SOLE 4,135 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1,719,903 29,260 SH SOLE 28,950 0 310
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6,344,498 79,805 SH SOLE 79,390 0 415
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5,065,832 61,093 SH SOLE 60,713 0 380
VISA INC COM CL A 92826C839 13,843,429 38,990 SH SOLE 38,471 0 519
VONTIER CORPORATION COM 928881101 413,480 11,205 SH SOLE 11,205 0 0
WALMART INC COM 931142103 15,938,218 163,001 SH SOLE 158,106 0 4,895
WATERS CORP COM 941848103 229,263 657 SH SOLE 657 0 0
WATSCO INC COM 942622200 34,944,440 79,128 SH SOLE 76,634 0 2,494
WILLIS TOWERS WATSON PLC LTD SHS G96629103 202,290 660 SH SOLE 635 0 25
WINMARK CORP COM 974250102 1,268,392 3,359 SH SOLE 3,309 0 50
WOODWARD INC COM 980745103 246,315 1,005 SH SOLE 935 0 70
XCEL ENERGY INC COM 98389B100 44,969,529 660,346 SH SOLE 638,199 0 22,147
XPO INC COM 983793100 368,767 2,920 SH SOLE 2,835 0 85
YUM BRANDS INC COM 988498101 41,571,339 280,546 SH SOLE 271,113 0 9,433