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 3,782,302 27,809 SH SOLE 23,054 0 4,755
ABBVIE INC COM 00287Y109 775,335 4,177 SH SOLE 3,132 0 1,045
ADOBE INC COM 00724F101 3,093,106 7,995 SH SOLE 6,988 0 1,007
ADVANCED MICRO DEVICES INC COM 007903107 4,637,150 32,679 SH SOLE 29,727 0 2,952
AGILENT TECHNOLOGIES INC COM 00846U101 450,326 3,816 SH SOLE 0 0 3,816
ALCON AG ORD SHS H01301128 225,026 2,549 SH SOLE 294 0 2,255
ALPHABET INC CAP STK CL A 02079K305 1,036,056 5,879 SH SOLE 4,679 0 1,200
ALPHABET INC CAP STK CL C 02079K107 8,413,076 47,427 SH SOLE 41,367 0 6,060
AMAZON COM INC COM 023135106 15,180,910 69,196 SH SOLE 60,811 0 8,385
AMGEN INC COM 031162100 1,071,329 3,837 SH SOLE 3,737 0 100
AMPHENOL CORP NEW CL A 032095101 747,439 7,569 SH SOLE 7,569 0 0
ANALOG DEVICES INC COM 032654105 8,001,042 33,615 SH SOLE 30,417 0 3,198
ANSYS INC COM 03662Q105 659,240 1,877 SH SOLE 1,777 0 100
APPLE INC COM 037833100 22,950,932 111,863 SH SOLE 102,823 0 9,040
APPLIED MATLS INC COM 038222105 4,389,286 23,976 SH SOLE 20,231 0 3,745
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,783,093 2,225 SH SOLE 1,815 0 410
AUTOZONE INC COM 053332102 241,295 65 SH SOLE 20 0 45
BANK AMERICA CORP COM 060505104 861,319 18,202 SH SOLE 13,152 0 5,050
BECTON DICKINSON & CO COM 075887109 930,494 5,402 SH SOLE 4,667 0 735
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,283,666 25,287 SH SOLE 22,267 0 3,020
BLACKROCK INC COM 09290D101 2,704,966 2,578 SH SOLE 2,387 0 191
BOSTON SCIENTIFIC CORP COM 101137107 338,341 3,150 SH SOLE 3,150 0 0
BROADCOM INC COM 11135F101 19,333,540 70,138 SH SOLE 60,588 0 9,550
CANADIAN NATL RY CO COM 136375102 853,960 8,208 SH SOLE 7,308 0 900
CATERPILLAR INC COM 149123101 1,024,874 2,640 SH SOLE 2,240 0 400
CHEVRON CORP NEW COM 166764100 1,879,082 13,123 SH SOLE 12,203 0 920
CISCO SYS INC COM 17275R102 506,821 7,305 SH SOLE 3,500 0 3,805
COCA COLA CO COM 191216100 553,902 7,829 SH SOLE 7,129 0 700
COLGATE PALMOLIVE CO COM 194162103 2,146,058 23,609 SH SOLE 20,534 0 3,075
COSTCO WHSL CORP NEW COM 22160K105 11,750,588 11,870 SH SOLE 10,383 0 1,487
COTERRA ENERGY INC COM 127097103 289,078 11,390 SH SOLE 8,320 0 3,070
CUMMINS INC COM 231021106 693,317 2,117 SH SOLE 2,117 0 0
DANAHER CORPORATION COM 235851102 2,993,126 15,152 SH SOLE 13,362 0 1,790
DEERE & CO COM 244199105 2,984,328 5,869 SH SOLE 5,404 0 465
DIAMONDBACK ENERGY INC COM 25278X109 399,147 2,905 SH SOLE 2,905 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 225,144 1,908 SH SOLE 1,908 0 0
EATON CORP PLC SHS G29183103 3,067,615 8,593 SH SOLE 7,523 0 1,070
ELI LILLY & CO COM 532457108 17,885,536 22,944 SH SOLE 21,019 0 1,925
EMERSON ELEC CO COM 291011104 4,264,293 31,983 SH SOLE 26,608 0 5,375
EQUINIX INC COM 29444U700 257,732 324 SH SOLE 324 0 0
EXXON MOBIL CORP COM 30231G102 1,996,456 18,520 SH SOLE 14,992 0 3,528
FREEPORT-MCMORAN INC CL B 35671D857 406,536 9,378 SH SOLE 5,208 0 4,170
GE VERNOVA INC COM 36828A101 1,366,265 2,582 SH SOLE 1,977 0 605
GOLDMAN SACHS GROUP INC COM 38141G104 9,531,269 13,467 SH SOLE 11,982 0 1,485
HOME DEPOT INC COM 437076102 6,489,528 17,700 SH SOLE 15,850 0 1,850
HONEYWELL INTL INC COM 438516106 5,843,891 25,094 SH SOLE 22,829 0 2,265
HUBBELL INC COM 443510607 971,199 2,378 SH SOLE 1,808 0 570
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,595,132 8,777 SH SOLE 8,527 0 250
INVESCO QQQ TR UNIT SER 1 46090E103 2,262,827 4,102 SH SOLE 4,102 0 0
ISHARES TR U.S. MED DVC ETF 464288810 1,109,354 17,710 SH SOLE 17,710 0 0
ISHARES TR US AER DEF ETF 464288760 698,534 3,703 SH SOLE 3,153 0 550
ISHARES TR US OIL GS EX ETF 464288851 459,657 5,188 SH SOLE 5,188 0 0
JOHNSON & JOHNSON COM 478160104 5,175,017 33,879 SH SOLE 29,704 0 4,175
JPMORGAN CHASE & CO. COM 46625H100 17,357,781 59,873 SH SOLE 52,988 0 6,885
KEYSIGHT TECHNOLOGIES INC COM 49338L103 259,063 1,581 SH SOLE 681 0 900
KLA CORP COM NEW 482480100 1,655,328 1,848 SH SOLE 1,478 0 370
L3HARRIS TECHNOLOGIES INC COM 502431109 217,227 866 SH SOLE 591 0 275
LAM RESEARCH CORP COM NEW 512807306 267,685 2,750 SH SOLE 1,000 0 1,750
LINDE PLC SHS G54950103 5,304,080 11,305 SH SOLE 9,835 0 1,470
LOCKHEED MARTIN CORP COM 539830109 4,134,451 8,927 SH SOLE 7,975 0 952
LOWES COS INC COM 548661107 3,867,416 17,431 SH SOLE 15,806 0 1,625
MARVELL TECHNOLOGY INC COM 573874104 248,067 3,205 SH SOLE 2,005 0 1,200
MASTERCARD INCORPORATED CL A 57636Q104 10,463,885 18,621 SH SOLE 16,445 0 2,176
MCDONALDS CORP COM 580135101 2,089,015 7,150 SH SOLE 6,595 0 555
MEDTRONIC PLC SHS G5960L103 1,477,357 16,948 SH SOLE 14,428 0 2,520
MERCADOLIBRE INC COM 58733R102 14,100,534 5,395 SH SOLE 4,681 0 714
MERCK & CO INC COM 58933Y105 1,371,447 17,325 SH SOLE 17,325 0 0
META PLATFORMS INC CL A 30303M102 9,657,170 13,084 SH SOLE 11,267 0 1,817
MICRON TECHNOLOGY INC COM 595112103 223,699 1,815 SH SOLE 1,120 0 695
MICROSOFT CORP COM 594918104 26,660,679 53,599 SH SOLE 47,315 0 6,284
MONDELEZ INTL INC CL A 609207105 283,922 4,210 SH SOLE 3,350 0 860
MOODYS CORP COM 615369105 326,535 651 SH SOLE 410 0 241
MSCI INC COM 55354G100 768,218 1,332 SH SOLE 1,197 0 135
NASDAQ INC COM 631103108 708,117 7,919 SH SOLE 7,919 0 0
NETFLIX INC COM 64110L106 474,052 354 SH SOLE 294 0 60
NEXTERA ENERGY INC COM 65339F101 544,739 7,847 SH SOLE 7,847 0 0
NORFOLK SOUTHN CORP COM 655844108 307,164 1,200 SH SOLE 1,200 0 0
NOVARTIS AG SPONSORED ADR 66987V109 831,944 6,875 SH SOLE 6,071 0 804
NOVO-NORDISK A S ADR 670100205 1,190,802 17,253 SH SOLE 14,413 0 2,840
NVIDIA CORPORATION COM 67066G104 28,697,146 181,639 SH SOLE 152,414 0 29,225
ORACLE CORP COM 68389X105 361,833 1,655 SH SOLE 1,075 0 580
PALO ALTO NETWORKS INC COM 697435105 4,990,556 24,387 SH SOLE 21,147 0 3,240
PARKER-HANNIFIN CORP COM 701094104 2,092,616 2,996 SH SOLE 2,796 0 200
PEPSICO INC COM 713448108 6,716,347 50,866 SH SOLE 44,826 0 6,040
POWELL INDS INC COM 739128106 1,113,701 5,292 SH SOLE 4,617 0 675
PROCTER AND GAMBLE CO COM 742718109 4,038,921 25,351 SH SOLE 23,376 0 1,975
QUALCOMM INC COM 747525103 4,736,711 29,742 SH SOLE 24,117 0 5,625
QUANTA SVCS INC COM 74762E102 1,457,498 3,855 SH SOLE 3,075 0 780
RTX CORPORATION COM 75513E101 4,642,414 31,793 SH SOLE 27,613 0 4,180
S&P GLOBAL INC COM 78409V104 2,777,236 5,267 SH SOLE 4,380 0 887
SELECT SECTOR SPDR TR INDL 81369Y704 1,435,960 9,734 SH SOLE 9,734 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 555,587 2,194 SH SOLE 2,194 0 0
SPDR GOLD TR GOLD SHS 78463V107 459,379 1,507 SH SOLE 1,507 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,472,954 2,384 SH SOLE 2,384 0 0
SPDR SERIES TRUST AEROSPACE DEF 78464A631 316,410 1,500 SH SOLE 1,500 0 0
SYNOPSYS INC COM 871607107 2,489,574 4,856 SH SOLE 4,115 0 741
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,731,376 20,890 SH SOLE 18,390 0 2,500
TEXAS INSTRS INC COM 882508104 2,610,821 12,575 SH SOLE 10,940 0 1,635
THERMO FISHER SCIENTIFIC INC COM 883556102 1,172,996 2,893 SH SOLE 2,433 0 460
TJX COS INC NEW COM 872540109 510,014 4,130 SH SOLE 2,350 0 1,780
TRACTOR SUPPLY CO COM 892356106 335,089 6,350 SH SOLE 6,350 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,266,302 2,895 SH SOLE 2,395 0 500
UNION PAC CORP COM 907818108 5,599,227 24,336 SH SOLE 21,760 0 2,576
UNITEDHEALTH GROUP INC COM 91324P102 3,136,546 10,054 SH SOLE 8,848 0 1,206
VISA INC COM CL A 92826C839 9,774,882 27,531 SH SOLE 24,256 0 3,275
WALMART INC COM 931142103 453,797 4,641 SH SOLE 4,641 0 0
WASTE MGMT INC DEL COM 94106L109 985,299 4,306 SH SOLE 1,740 0 2,566
WORKDAY INC CL A 98138H101 299,280 1,247 SH SOLE 1,247 0 0
XYLEM INC COM 98419M100 1,180,410 9,125 SH SOLE 8,475 0 650
YUM BRANDS INC COM 988498101 1,956,272 13,202 SH SOLE 12,302 0 900
ZOETIS INC CL A 98978V103 4,617,679 29,610 SH SOLE 25,445 0 4,165