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 1,248,515 9,965 SH SOLE 9,965 0 0
ABBVIE INC COM 00287Y109 3,016,296 13,201 SH SOLE 13,201 0 0
ADOBE INC COM 00724F101 1,244,564 3,556 SH SOLE 3,556 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 266,812 194,753 SH SOLE 194,753 0 0
ALPHABET INC CAP STK CL A 02079K305 6,636,539 21,203 SH SOLE 21,203 0 0
ALPHABET INC CAP STK CL C 02079K107 757,827 2,415 SH SOLE 2,415 0 0
AMAZON COM INC COM 023135106 5,211,685 22,579 SH SOLE 22,579 0 0
AMERICAN ELEC PWR CO INC COM 025537101 758,740 6,580 SH SOLE 6,580 0 0
AMERICAN EXPRESS CO COM 025816109 2,666,641 7,208 SH SOLE 7,208 0 0
APPLE INC COM 037833100 55,022,833 202,394 SH SOLE 202,394 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,254,768 4,878 SH SOLE 4,878 0 0
BANK AMERICA CORP COM 060505104 491,260 8,932 SH SOLE 8,932 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,014,850 2,019 SH SOLE 2,019 0 0
BLACKSTONE INC COM 09260D107 337,875 2,192 SH SOLE 2,192 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 550,242 10,201 SH SOLE 10,201 0 0
BROADCOM INC COM 11135F101 1,068,757 3,088 SH SOLE 3,088 0 0
CATERPILLAR INC COM 149123101 213,681 373 SH SOLE 373 0 0
CHEVRON CORP NEW COM 166764100 492,742 3,233 SH SOLE 3,233 0 0
CHUBB LIMITED COM H1467J104 1,356,474 4,346 SH SOLE 4,346 0 0
CISCO SYS INC COM 17275R102 21,593,435 280,325 SH SOLE 280,325 0 0
COCA COLA CO COM 191216100 1,265,371 18,100 SH SOLE 18,100 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,771,231 5,533 SH SOLE 5,533 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 6,274,821 13,386 SH SOLE 13,386 0 0
CSX CORP COM 126408103 304,500 8,400 SH SOLE 8,400 0 0
DISNEY WALT CO COM 254687106 544,196 4,783 SH SOLE 4,783 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 421,839 3,599 SH SOLE 3,599 0 0
ELI LILLY & CO COM 532457108 5,004,785 4,657 SH SOLE 4,657 0 0
EXXON MOBIL CORP COM 30231G102 1,570,196 13,048 SH SOLE 13,048 0 0
FORTINET INC COM 34959E109 1,275,880 16,067 SH SOLE 16,067 0 0
GE AEROSPACE COM NEW 369604301 6,540,093 21,232 SH SOLE 21,232 0 0
GE VERNOVA INC COM 36828A101 1,560,725 2,388 SH SOLE 2,388 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,858,508 3,252 SH SOLE 3,252 0 0
HOME DEPOT INC COM 437076102 3,468,872 10,081 SH SOLE 10,081 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 456,163 1,540 SH SOLE 1,540 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 213,643 3,905 SH SOLE 3,905 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 243,750 515 SH SOLE 515 0 0
JOBY AVIATION INC COMMON STOCK G65163100 149,398 11,318 SH SOLE 11,318 0 0
JPMORGAN CHASE & CO. COM 46625H100 6,200,802 19,244 SH SOLE 19,244 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 1,380,120 18,181 SH SOLE 18,181 0 0
LANDSTAR SYS INC COM 515098101 208,365 1,450 SH SOLE 1,450 0 0
LOWES COS INC COM 548661107 1,959,425 8,125 SH SOLE 8,125 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,067,033 9,886 SH SOLE 9,886 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,028,700 7,057 SH SOLE 7,057 0 0
MCDONALDS CORP COM 580135101 2,078,895 6,802 SH SOLE 6,802 0 0
META PLATFORMS INC CL A 30303M102 3,785,661 5,735 SH SOLE 5,735 0 0
MICROSOFT CORP COM 594918104 19,646,579 40,624 SH SOLE 40,624 0 0
MORGAN STANLEY COM NEW 617446448 406,544 2,290 SH SOLE 2,290 0 0
NETFLIX INC COM 64110L106 545,027 5,813 SH SOLE 5,813 0 0
NORFOLK SOUTHN CORP COM 655844108 1,917,390 6,641 SH SOLE 6,641 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,329,730 2,332 SH SOLE 2,332 0 0
NVIDIA CORPORATION COM 67066G104 7,208,412 38,651 SH SOLE 38,651 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 638,019 4,069 SH SOLE 4,069 0 0
PAYCHEX INC COM 704326107 227,950 2,032 SH SOLE 2,032 0 0
QUANTA SVCS INC COM 74762E102 2,995,782 7,098 SH SOLE 7,098 0 0
REPUBLIC SVCS INC COM 760759100 1,639,702 7,737 SH SOLE 7,737 0 0
ROBINHOOD MKTS INC COM CL A 770700102 1,394,636 12,331 SH SOLE 12,331 0 0
SALESFORCE INC COM 79466L302 1,171,432 4,422 SH SOLE 4,422 0 0
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 202,320 3,694 SH SOLE 3,694 0 0
SERVICENOW INC COM 81762P102 949,778 6,200 SH SOLE 6,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 323,190 474 SH SOLE 474 0 0
STRYKER CORPORATION COM 863667101 3,034,592 8,634 SH SOLE 8,634 0 0
TESLA INC COM 88160R101 1,603,702 3,566 SH SOLE 3,566 0 0
TEXAS ROADHOUSE INC COM 882681109 838,632 5,052 SH SOLE 5,052 0 0
TJX COS INC NEW COM 872540109 5,051,772 32,887 SH SOLE 32,887 0 0
VISA INC COM CL A 92826C839 7,522,028 21,448 SH SOLE 21,448 0 0
WELLS FARGO CO NEW COM 949746101 2,521,906 27,059 SH SOLE 27,059 0 0