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 2,514,594 24,492 SH SOLE 0 0 24,492
ABBVIE INC COM 00287Y109 4,399,170 20,227 SH SOLE 0 0 20,227
ACCENTURE PLC IRELAND COM G1151C101 1,875,823 9,460 SH SOLE 0 0 9,460
AFLAC INC COM 001055102 965,558 8,801 SH SOLE 0 0 8,801
ALPHABET INC COM 02079K107 408,776 1,425 SH SOLE 0 0 1,425
ALTRIA GROUP INC COM 02209S103 761,393 11,538 SH SOLE 0 0 11,538
AMAZON COM INC COM 023135106 233,887 1,123 SH SOLE 0 0 1,123
AMERICAN TOWER CORP COM 03027X100 2,644,443 15,323 SH SOLE 0 0 15,323
AMERIPRISE FINL INC COM 03076C106 2,057,572 4,630 SH SOLE 0 0 4,630
AMGEN INC COM 031162100 1,789,861 5,087 SH SOLE 0 0 5,087
APPLE INC COM 037833100 4,192,865 16,521 SH SOLE 0 0 16,521
ARCHER DANIELS MIDLAND CO COM 039483102 503,378 6,925 SH SOLE 0 0 6,925
AUTOMATIC DATA PROCESSING IN COM 053015103 1,937,931 9,538 SH SOLE 0 0 9,538
BANK NEW YORK MELLON CORP COM 064058100 1,088,668 9,177 SH SOLE 0 0 9,177
BLACKROCK INC COM 09290D101 452,965 471 SH SOLE 0 0 471
CATERPILLAR INC COM 149123101 5,271,651 7,441 SH SOLE 0 0 7,441
CHEVRON CORPORATION COM 166764100 233,797 1,130 SH SOLE 0 0 1,130
CISCO SYS INC COM 17275R102 5,568,634 71,770 SH SOLE 0 0 71,770
CONOCOPHILLIPS COM 20825C104 287,760 2,180 SH SOLE 0 0 2,180
CROWDSTRIKE HLDGS INC COM 22788C105 263,527 675 SH SOLE 0 0 675
CUMMINS INC COM 231021106 3,860,832 7,176 SH SOLE 0 0 7,176
DEERE & CO COM 244199105 2,270,662 4,031 SH SOLE 0 0 4,031
DIGITAL RLTY TR INC COM 253868103 2,758,114 15,305 SH SOLE 0 0 15,305
DOMINOS PIZZA INC COM 25754A201 2,539,157 7,077 SH SOLE 0 0 7,077
ECOLAB INC COM 278865100 392,646 1,476 SH SOLE 0 0 1,476
EMERSON ELEC CO COM 291011104 2,643,984 20,180 SH SOLE 0 0 20,180
ENBRIDGE INC COM 29250N105 1,621,547 29,951 SH SOLE 0 0 29,951
ENTERPRISE PRODS PARTNERS L COM 293792107 8,245,601 217,907 SH SOLE 0 0 217,907
ESSENTIAL UTILS INC COM 29670G102 622,695 15,463 SH SOLE 0 0 15,463
EXTRA SPACE STORAGE INC COM 30225T102 290,453 2,215 SH SOLE 0 0 2,215
EXXON MOBIL CORP COM 30231G102 736,833 4,343 SH SOLE 0 0 4,343
FASTENAL CO COM 311900104 7,326,885 157,907 SH SOLE 0 0 157,907
FEDERAL RLTY INVT TR NEW COM 313745101 235,255 2,215 SH SOLE 0 0 2,215
FEDEX CORP COM 31428X106 356,180 1,000 SH SOLE 0 0 1,000
GENERAL DYNAMICS CORP COM 369550108 1,007,351 2,935 SH SOLE 0 0 2,935
GENPACT LIMITED COM G3922B107 5,410,935 145,260 SH SOLE 0 0 145,260
GLACIER BANCORP INC NEW COM 37637Q105 1,404,380 31,439 SH SOLE 0 0 31,439
GOLDMAN SACHS GROUP INC COM 38141G104 409,459 484 SH SOLE 0 0 484
H2O AMERICA COM 784305104 365,514 6,230 SH SOLE 0 0 6,230
ILLINOIS TOOL WKS INC COM 452308109 3,560,767 13,680 SH SOLE 0 0 13,680
INTERNATIONAL BUSINESS MACHS COM 459200101 334,013 1,378 SH SOLE 0 0 1,378
INVESCO EXCHANGE TRADED FD T COM 46137V357 854,812 4,454 SH SOLE 0 0 4,454
INVESCO QQQ TR COM 46090E103 488,871 847 SH SOLE 0 0 847
ISHARES TR COM 464287804 905,847 7,287 SH SOLE 0 0 7,287
ISHARES TR COM 464288240 542,693 7,926 SH SOLE 0 0 7,926
ISHARES TR COM 46429B655 1,423,390 27,937 SH SOLE 0 0 27,937
JOHNSON & JOHNSON COM 478160104 1,392,330 5,696 SH SOLE 0 0 5,696
JPMORGAN CHASE & CO COM 46625H100 3,840,259 13,055 SH SOLE 0 0 13,055
LINCOLN NATL CORP IND COM 534187109 4,809,860 135,489 SH SOLE 0 0 135,489
LOCKHEED MARTIN CORP COM 539830109 1,383,449 2,289 SH SOLE 0 0 2,289
LOWES COS INC COM 548661107 5,049,776 21,372 SH SOLE 0 0 21,372
MARSH & MCLENNAN COS INC COM 571748102 624,420 3,600 SH SOLE 0 0 3,600
MEDTRONIC PLC COM G5960L103 491,479 5,672 SH SOLE 0 0 5,672
MERCK & CO INC COM 58933Y105 1,540,073 12,803 SH SOLE 0 0 12,803
MICROSOFT CORP COM 594918104 10,177,824 27,495 SH SOLE 0 0 27,495
NEXTERA ENERGY INC COM 65339F101 4,096,937 44,110 SH SOLE 0 0 44,110
NOVO-NORDISK A S COM 670100205 1,643,938 44,733 SH SOLE 0 0 44,733
NVIDIA CORPORATION COM 67066G104 813,925 4,667 SH SOLE 0 0 4,667
PAYCHEX INC COM 704326107 956,298 10,381 SH SOLE 0 0 10,381
PENTAIR PLC COM G7S00T104 1,771,121 20,332 SH SOLE 0 0 20,332
PEPSICO INC COM 713448108 960,469 6,185 SH SOLE 0 0 6,185
PHILLIPS 66 COM 718546104 278,189 1,527 SH SOLE 0 0 1,527
PROLOGIS INC. COM 74340W103 1,507,513 11,405 SH SOLE 0 0 11,405
PROSHARES TR COM 74348A467 288,347 2,720 SH SOLE 0 0 2,720
PUBLIC STORAGE OPER CO COM 74460D109 650,112 2,400 SH SOLE 0 0 2,400
QUALCOMM INC COM 747525103 4,058,244 31,513 SH SOLE 0 0 31,513
REALTY INCOME CORP COM 756109104 5,129,943 83,850 SH SOLE 0 0 83,850
RTX CORPORATION COM 75513E101 702,349 3,641 SH SOLE 0 0 3,641
SCHWAB STRATEGIC TR COM 808524797 403,779 13,161 SH SOLE 0 0 13,161
SELECT SECTOR SPDR TR COM 81369Y803 8,297,213 62,432 SH SOLE 0 0 62,432
SELECT SECTOR SPDR TR COM 81369Y308 694,535 8,472 SH SOLE 0 0 8,472
SELECT SECTOR SPDR TR COM 81369Y506 879,449 14,356 SH SOLE 0 0 14,356
SELECT SECTOR SPDR TR COM 81369Y100 695,333 13,915 SH SOLE 0 0 13,915
SELECT SECTOR SPDR TR COM 81369Y852 954,505 8,610 SH SOLE 0 0 8,610
SHOPIFY INC COM 82509L107 201,654 1,700 SH SOLE 0 0 1,700
SPDR SERIES TRUST COM 78468R663 447,661 4,885 SH SOLE 0 0 4,885
STANLEY BLACK & DECKER INC COM 854502101 1,097,522 15,445 SH SOLE 0 0 15,445
STATE STR SPDR S&P 500 ETF T COM 78462F103 6,036,456 9,282 SH SOLE 0 0 9,282
SYSCO CORP COM 871829107 531,052 7,445 SH SOLE 0 0 7,445
T-MOBILE US INC COM 872590104 4,778,813 22,753 SH SOLE 0 0 22,753
TAIWAN SEMICONDUCTOR MANUFAC COM 874039100 4,157,461 12,302 SH SOLE 0 0 12,302
TELUS CORPORATION COM 87971M103 296,373 23,100 SH SOLE 0 0 23,100
TESLA INC COM 88160R101 247,214 665 SH SOLE 0 0 665
TRUIST FINL CORP COM 89832Q109 5,473,832 119,074 SH SOLE 0 0 119,074
UGI CORP NEW COM 902681105 1,066,560 29,285 SH SOLE 0 0 29,285
US BANCORP COM 902973304 3,060,528 58,845 SH SOLE 0 0 58,845
VALERO ENERGY CORP COM 91913Y100 1,042,431 4,219 SH SOLE 0 0 4,219
VANGUARD BD INDEX FDS COM 921937819 473,345 6,133 SH SOLE 0 0 6,133
VANGUARD BD INDEX FDS COM 921937827 846,906 10,801 SH SOLE 0 0 10,801
VANGUARD INDEX FDS COM 922908769 1,043,916 3,254 SH SOLE 0 0 3,254
VANGUARD INDEX FDS COM 922908553 651,502 7,345 SH SOLE 0 0 7,345
VANGUARD SCOTTSDALE FDS COM 92206C409 1,147,354 14,474 SH SOLE 0 0 14,474
VANGUARD TAX-MANAGED FDS COM 921943858 221,525 3,457 SH SOLE 0 0 3,457
VERTEX PHARMACEUTICALS INC COM 92532F100 216,572 485 SH SOLE 0 0 485
WEC ENERGY GROUP INC COM 92939U106 599,689 5,180 SH SOLE 0 0 5,180