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 Laboratories COM 002824100 965,368 7,098 SH SOLE 6,358 0 740
AES Corp Com COM 00130H105 223,655 21,260 SH SOLE 21,260 0 0
Alphabet Class C COM 02079K107 23,632,382 133,223 SH SOLE 34,705 0 98,518
Amazon.com Inc COM 023135106 29,195,324 133,075 SH SOLE 38,648 0 94,427
American Elec Pwr Inc Com COM 025537101 254,459 2,452 SH SOLE 2,452 0 0
American Financial Group COM 025932104 1,011,698 8,016 SH SOLE 8,016 0 0
Amgen Inc COM 031162100 387,264 1,387 SH SOLE 857 0 530
Apple Inc COM 037833100 26,000,083 126,725 SH SOLE 40,234 0 86,491
Arbor Realty Trust Inc COM 038923108 1,063,584 99,400 SH SOLE 99,400 0 0
Arista Networks Inc COM 040413205 12,466,883 121,854 SH SOLE 33,407 0 88,447
AT&T Inc COM 00206R102 603,225 20,844 SH SOLE 20,844 0 0
Becton Dickinson & Co Com COM 075887109 716,070 4,157 SH SOLE 4,157 0 0
Blackrock Inc COM 09290D101 232,933 222 SH SOLE 222 0 0
Blackstone Inc COM 09260d107 1,503,285 10,050 SH SOLE 10,050 0 0
Boeing COM 097023105 695,486 3,319 SH SOLE 3,319 0 0
Booking Holdings COM 09857L108 1,209,951 209 SH SOLE 32 0 177
Boston Scientific Corp Com COM 101137107 13,055,471 121,548 SH SOLE 36,114 0 85,434
Bristol-Myers Squibb Co COM 110122108 1,964,110 42,431 SH SOLE 42,431 0 0
Broadcom Inc COM 11135f101 23,592,057 85,587 SH SOLE 23,970 0 61,617
Brown & Brown Inc Com COM 115236101 1,478,895 13,339 SH SOLE 2,261 0 11,078
Caterpillar Inc COM 149123101 2,705,047 6,968 SH SOLE 6,968 0 0
Cheniere Energy Inc COM 16411R208 200,904 825 SH SOLE 825 0 0
Cheniere Energy Partners Lp Un COM 16411Q101 324,486 5,789 SH SOLE 5,789 0 0
Chevron Corp COM 166764100 665,705 4,649 SH SOLE 4,649 0 0
Cintas Corp Com COM 172908105 2,055,530 9,223 SH SOLE 1,529 0 7,694
Costco Wholesale Corp COM 22160K105 13,487,669 13,625 SH SOLE 4,194 0 9,431
Coterra Energy Inc COM 127097103 749,774 29,542 SH SOLE 29,542 0 0
Curtiss Wright Corp COM 231561101 1,473,240 3,016 SH SOLE 3,016 0 0
Danaher COM 235851102 3,691,035 18,685 SH SOLE 6,722 0 11,963
Dnow Inc Com COM 67011P100 385,061 25,965 SH SOLE 25,965 0 0
Ducommun Inc COM 264147109 942,726 11,409 SH SOLE 11,409 0 0
Duke Energy Corp Com COM 26441C204 314,247 2,663 SH SOLE 2,663 0 0
Eaton Corp Com COM G29183103 12,504,289 35,027 SH SOLE 9,726 0 25,301
Ecolab Inc COM 278865100 8,427,275 31,277 SH SOLE 7,105 0 24,172
Energy Transfer Lp Ut Ltd Ptn COM 29273V100 962,277 53,077 SH SOLE 53,077 0 0
Exxon Mobil COM 30231G102 862,400 8,000 SH SOLE 8,000 0 0
Flagstar Financial Inc New COM 649445400 604,486 57,027 SH SOLE 57,027 0 0
GE Aerospace COM 369604301 1,525,036 5,925 SH SOLE 5,925 0 0
GE Vernova Inc COM 36828A101 783,671 1,481 SH SOLE 1,481 0 0
Guidewire Software COM 40171V100 10,992,690 46,688 SH SOLE 11,952 0 34,736
Home Depot Inc COM 437076102 4,988,791 13,607 SH SOLE 4,326 0 9,281
Hubbell Inc COM 443510607 763,764 1,870 SH SOLE 1,870 0 0
Hubspot Inc COM 443573100 1,917,590 3,445 SH SOLE 532 0 2,913
IBM COM 459200101 3,149,430 10,684 SH SOLE 10,684 0 0
Intuitive Surgical Inc Com New COM 46120E602 1,153,116 2,122 SH SOLE 328 0 1,794
Iron Mtn Inc Pa Com COM 46284V101 452,788 4,414 SH SOLE 4,414 0 0
J P Morgan Chase & Co COM 46625H100 11,885,440 40,997 SH SOLE 11,719 0 29,278
Kinder Morgan Inc COM 49456B101 1,542,056 52,451 SH SOLE 52,451 0 0
Lilly Eli & Co Com COM 532457108 14,228,839 18,253 SH SOLE 5,529 0 12,724
Linde plc COM G54950103 1,234,413 2,631 SH SOLE 415 0 2,216
Marriott Intl Inc New Cl A COM 571903202 2,770,349 10,140 SH SOLE 315 0 9,825
Mastercard Inc COM 57636Q104 12,657,698 22,525 SH SOLE 6,184 0 16,341
Merck COM 58933Y105 1,424,880 18,000 SH SOLE 18,000 0 0
Meta Platforms COM 30303M102 22,915,480 31,047 SH SOLE 8,561 0 22,486
Micron Technology Inc Com COM 595112103 293,581 2,382 SH SOLE 2,382 0 0
Microsoft COM 594918104 51,692,120 103,923 SH SOLE 31,752 0 72,171
Monolithic Power Systems COM 609839105 9,632,275 13,170 SH SOLE 3,757 0 9,413
Moog Inc COM 615394202 669,770 3,701 SH SOLE 3,701 0 0
Netflix COM 64110L106 14,912,552 11,136 SH SOLE 3,236 0 7,900
Nextera Energy COM 65339F101 898,486 12,943 SH SOLE 12,943 0 0
Nvidia Corp COM 67066G104 56,314,441 356,443 SH SOLE 97,474 0 258,969
O'Reilly Automotive COM 67103H107 5,760,659 63,915 SH SOLE 17,430 0 46,485
Old Republic Intl Corp COM 680223104 1,221,926 31,788 SH SOLE 31,788 0 0
Palantir Technologies Inc Cl A COM 69608A108 2,557,636 18,762 SH SOLE 4,999 0 13,763
Palo Alto Networks COM 697435105 14,056,312 68,688 SH SOLE 20,868 0 47,820
Pfizer Incorporated COM 717081103 760,251 31,363 SH SOLE 31,363 0 0
Powell Industries COM 739128106 1,043,129 4,957 SH SOLE 4,957 0 0
QXO Inc New COM 82846H405 738,047 34,264 SH SOLE 34,264 0 0
Reddit Inc Cl A COM 75734B100 237,148 1,575 SH SOLE 1,575 0 0
S&P Global COM 78409V104 10,449,833 19,818 SH SOLE 5,091 0 14,727
Salesforce COM 79466L302 6,933,961 25,428 SH SOLE 6,653 0 18,775
Sempra Energy Com COM 816851109 704,327 9,296 SH SOLE 9,296 0 0
Servicenow Inc COM 81762P102 14,040,489 13,657 SH SOLE 4,005 0 9,652
Shopify Inc COM 82509L107 1,174,840 10,185 SH SOLE 1,573 0 8,612
Southern Co Com COM 842587107 203,863 2,220 SH SOLE 2,220 0 0
Spotify Technology COM L8681T102 1,192,446 1,554 SH SOLE 240 0 1,314
Stryker Corp COM 863667101 1,236,739 3,126 SH SOLE 711 0 2,415
Tesla Inc COM 88160R101 7,697,855 24,233 SH SOLE 9,064 0 15,169
The Trade Desk Inc COM 88339J105 609,755 8,470 SH SOLE 1,450 0 7,020
TJX Corp COM 872540109 1,281,209 10,375 SH SOLE 2,001 0 8,374
Transdigm Group Inc Com COM 893641100 8,552,079 5,624 SH SOLE 1,090 0 4,534
Tuktu Resources Ltd COM 899050108 381 12,500 SH SOLE 12,500 0 0
Uber Technologies Inc COM 90353T100 2,287,623 24,519 SH SOLE 1,942 0 22,577
Union Pacific Corp COM 907818108 7,232,145 31,433 SH SOLE 20,358 0 11,075
US Bancorp COM 902973304 233,354 5,157 SH SOLE 5,157 0 0
Ventas Inc COM 92276F100 228,168 3,613 SH SOLE 3,613 0 0
Verizon Communications COM 92343V104 231,062 5,340 SH SOLE 5,340 0 0
Visa COM 92826C839 15,319,133 43,146 SH SOLE 14,627 0 28,519
Vistra Corp COM 92840M102 1,281,433 6,612 SH SOLE 6,612 0 0
Wal-Mart Stores Inc COM 931142103 7,796,977 79,740 SH SOLE 79,740 0 0
Walt Disney COM 254687106 317,471 2,560 SH SOLE 2,560 0 0
Waste Management COM 94106L109 819,187 3,580 SH SOLE 3,580 0 0
Williams Companies COM 969457100 752,174 11,975 SH SOLE 11,975 0 0
Woodward Inc COM 980745103 1,044,876 4,263 SH SOLE 4,263 0 0
Xylem Inc COM 98419M100 971,632 7,511 SH SOLE 7,511 0 0
Zimmer Biomet Holdings COM 98956P102 652,379 7,152 SH SOLE 7,152 0 0
Zscaler Inc Com COM 98980G102 1,516,330 4,830 SH SOLE 746 0 4,084
FTSE All-World ex-US Index Fun ETFS 922042775 10,292,794 153,121 SH SOLE 151,509 0 1,612
Goldman Sachs Equal Weight U.S ETFS 381430438 9,762,376 119,725 SH SOLE 119,725 0 0
Invesco QQQ Trust ETFS 46090E103 557,735 1,011 SH SOLE 893 0 118
Invesco S&P 500 Equal Weight E ETFS 46137V357 14,749,473 81,157 SH SOLE 80,336 0 821
iShares Core S&P 500 ETF ETFS 464287200 453,878 731 SH SOLE 731 0 0
iShares Gold Trust ETF ETFS 464285204 19,842,765 318,197 SH SOLE 318,197 0 0
iShares S&P 100 ETF ETFS 464287101 15,387,684 50,559 SH SOLE 50,559 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465 28,277,454 316,338 SH SOLE 316,338 0 0
iShares TR Russell 1000 ETF ETFS 464287622 246,188 725 SH SOLE 725 0 0
iShares TR Russell 1000 Growth ETFS 464287614 8,719,599 20,537 SH SOLE 20,537 0 0
iShares Tr S&P 500 Value ETF ETFS 464287408 29,471,876 150,813 SH SOLE 150,813 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467 12,579,523 124,921 SH SOLE 124,175 0 746
SPDR Portfolio S&P 500 Growth ETFS 78464A409 25,701,799 269,637 SH SOLE 268,587 0 1,050
SPDR S&P 500 ETF ETFS 78462F103 552,972 895 SH SOLE 895 0 0
Vanguard High Dividend Yield E ETFS 921946406 8,125,442 60,951 SH SOLE 60,951 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629 6,417,621 22,934 SH SOLE 22,711 0 223
Vanguard Index Fds Sm Cap Valu ETFS 922908611 14,488,853 74,298 SH SOLE 74,298 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751 4,817,329 20,328 SH SOLE 20,066 0 262
Vanguard Index Fds Sml Cp Grw ETFS 922908595 14,583,660 52,660 SH SOLE 52,660 0 0
Vanguard Index Fds Value ETF ETFS 922908744 23,878,458 135,105 SH SOLE 134,154 0 951
Vanguard Intl Eqty Idx FTSE Eu ETFS 922042874 368,900 4,760 SH SOLE 4,760 0 0
Vanguard Total Stock Market ET ETFS 922908769 702,399 2,311 SH SOLE 2,311 0 0
iShares U.S. Preferred Stock ETFS 464288687 5,430,360 177,000 SH SOLE 177,000 0 0
Allstate Corp Sub Deb 53 PFD 020002309 242,895 9,380 SH SOLE 9,380 0 0
Goldman Sachs Group Inc Pfd A PFD 38143y665 213,674 10,060 SH SOLE 10,060 0 0
Huntington Bancshares Inc 4.50 PFD 446150823 374,268 21,314 SH SOLE 21,314 0 0
Pacific Gas & Elec Co Pfd 1St PFD 694308503 257,509 14,698 SH SOLE 14,698 0 0
Us Bancorp Del Pfd B 1/1000Dp PFD 902973155 259,594 12,993 SH SOLE 12,993 0 0
Wells Fargo Co Dp Pf Cl A Sr Z PFD 94988u151 229,525 12,017 SH SOLE 12,017 0 0
ASML Hldg Nv N Y Shs ADR N07059210 4,745,832 5,922 SH SOLE 2,021 0 3,901
Shell plc ADR 780259305 2,556,710 36,312 SH SOLE 36,312 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3 105,567,919 510,653 SH SOLE 510,653 0 0