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 5,810,726 56,596 SH SOLE 0 0 56,596
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,838,521 14,315 SH SOLE 0 0 14,315
ADOBE INC COM 00724F101 1,146,608 4,717 SH SOLE 0 0 4,717
ADVANCED MICRO DEVICES INC COM 007903107 369,836 1,818 SH SOLE 0 0 1,818
AIR PRODUCTS AND CHEMICALS I COM 009158106 4,954,762 17,057 SH SOLE 0 0 17,057
ALPHABET INC CAP STK CL A 02079K305 1,771,009 6,159 SH SOLE 0 0 6,159
ALPHABET INC CAP STK CL C 02079K107 604,127 2,106 SH SOLE 0 0 2,106
AMAZON COM INC COM 023135106 2,007,723 9,640 SH SOLE 0 0 9,640
AMERICAN EXPRESS CO COM 025816109 1,868,014 6,176 SH SOLE 0 0 6,176
AMETEK INC COM 031100100 1,557,649 7,267 SH SOLE 0 0 7,267
AMPHENOL CORP CL A 032095101 1,566,637 12,399 SH SOLE 0 0 12,399
APPLE INC COM 037833100 2,665,531 10,503 SH SOLE 0 0 10,503
ASTRAZENECA PLC ORD G0593M107 1,788,983 9,071 SH SOLE 0 0 9,071
AT&T INC COM 00206R102 421,803 14,550 SH SOLE 0 0 14,550
AUTOMATIC DATA PROCESSING IN COM 053015103 6,754,285 33,243 SH SOLE 0 0 33,243
AVERY DENNISON CORP COM 053611109 6,630,128 38,395 SH SOLE 0 0 38,395
BAKER HUGHES COMPANY CL A 05722G100 6,902,091 113,056 SH SOLE 0 0 113,056
BOEING CO COM 097023105 217,739 1,094 SH SOLE 0 0 1,094
BROWN & BROWN INC COM 115236101 988,649 15,161 SH SOLE 0 0 15,161
CADENCE DESIGN SYSTEM INC COM 127387108 1,485,771 5,347 SH SOLE 0 0 5,347
CATERPILLAR INC COM 149123101 811,187 1,145 SH SOLE 0 0 1,145
CDW CORP COM 12514G108 5,184,635 42,841 SH SOLE 0 0 42,841
CHEVRON CORPORATION COM 166764100 8,027,202 38,797 SH SOLE 0 0 38,797
CHUBB LTD SWITZ COM H1467J104 1,537,819 4,718 SH SOLE 0 0 4,718
CISCO SYS INC COM 17275R102 6,101,393 78,636 SH SOLE 0 0 78,636
CME GROUP INC COM 12572Q105 6,035,601 20,435 SH SOLE 0 0 20,435
COMCAST CORP NEW CL A 20030N101 1,095,945 38,173 SH SOLE 0 0 38,173
CONSOLIDATED EDISON INC COM 209115104 934,754 8,259 SH SOLE 0 0 8,259
CORNING INC COM 219350105 712,083 5,237 SH SOLE 0 0 5,237
DECKERS OUTDOOR CORP COM 243537107 1,645,680 16,442 SH SOLE 0 0 16,442
DEERE & CO COM 244199105 1,561,468 2,772 SH SOLE 0 0 2,772
DELL TECHNOLOGIES INC CL C 24703L202 6,355,607 38,723 SH SOLE 0 0 38,723
DISNEY WALT CO COM 254687106 206,253 2,140 SH SOLE 0 0 2,140
EATON CORP PLC SHS G29183103 268,896 752 SH SOLE 0 0 752
EOG RES INC COM 26875P101 6,796,228 47,010 SH SOLE 0 0 47,010
EXXON MOBIL CORP COM 30231G102 2,282,097 13,451 SH SOLE 0 0 13,451
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 254,320 2,727 SH SOLE 0 0 2,727
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 248,992 7,319 SH SOLE 0 0 7,319
FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 329,589 4,695 SH SOLE 0 0 4,695
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 371,360 5,278 SH SOLE 0 0 5,278
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 327,651 3,787 SH SOLE 0 0 3,787
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 290,646 1,397 SH SOLE 0 0 1,397
FIDELITY COVINGTON TRUST MSCI MATLS INDEX 316092881 243,298 4,221 SH SOLE 0 0 4,221
GAP INC COM 364760108 5,923,357 244,767 SH SOLE 0 0 244,767
GARMIN LTD SHS H2906T109 5,149,600 22,196 SH SOLE 0 0 22,196
GARTNER INC COM 366651107 873,087 5,514 SH SOLE 0 0 5,514
GE AEROSPACE COM NEW 369604301 1,065,556 3,755 SH SOLE 0 0 3,755
GE VERNOVA INC COM 36828A101 865,917 992 SH SOLE 0 0 992
HARTFORD INSURANCE GROUP INC COM 416515104 6,071,170 44,895 SH SOLE 0 0 44,895
HERSHEY CO COM 427866108 6,463,348 31,090 SH SOLE 0 0 31,090
HOME DEPOT INC COM 437076102 6,375,935 19,386 SH SOLE 0 0 19,386
INTERNATIONAL BUSINESS MACHS COM 459200101 995,496 4,107 SH SOLE 0 0 4,107
INTUIT COM 461202103 1,253,470 2,899 SH SOLE 0 0 2,899
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 925,438 4,822 SH SOLE 0 0 4,822
ISHARES TR CORE S&P500 ETF 464287200 854,399 1,308 SH SOLE 0 0 1,308
ISHARES TR MSCI EAFE ETF 464287465 586,859 6,042 SH SOLE 0 0 6,042
ISHARES TR RUSSELL 2000 ETF 464287655 338,024 1,363 SH SOLE 0 0 1,363
JOHNSON & JOHNSON COM 478160104 8,270,881 33,836 SH SOLE 0 0 33,836
JPMORGAN CHASE & CO COM 46625H100 2,469,767 8,396 SH SOLE 0 0 8,396
KLA CORP COM NEW 482480100 1,695,573 1,152 SH SOLE 0 0 1,152
LINDE PLC SHS G54950103 1,657,047 3,342 SH SOLE 0 0 3,342
LULULEMON ATHLETICA INC COM 550021109 1,257,870 8,216 SH SOLE 0 0 8,216
M & T BK CORP COM 55261F104 4,987,340 24,126 SH SOLE 0 0 24,126
MEDTRONIC PLC SHS G5960L103 5,024,435 57,985 SH SOLE 0 0 57,985
MERCK & CO INC COM 58933Y105 6,105,164 50,754 SH SOLE 0 0 50,754
META PLATFORMS INC CL A 30303M102 706,008 1,234 SH SOLE 0 0 1,234
MICROSOFT CORP COM 594918104 3,499,468 9,454 SH SOLE 0 0 9,454
MOODYS CORP COM 615369105 1,547,336 3,547 SH SOLE 0 0 3,547
NETFLIX INC. COM 64110L106 255,278 2,655 SH SOLE 0 0 2,655
NEXTERA ENERGY INC COM 65339F101 204,336 2,200 SH SOLE 0 0 2,200
NOVARTIS AG SPONSORED ADR 66987V109 6,629,029 43,398 SH SOLE 0 0 43,398
NVIDIA CORPORATION COM 67066G104 1,872,505 10,737 SH SOLE 0 0 10,737
OMNICOM GROUP INC COM 681919106 5,677,119 75,383 SH SOLE 0 0 75,383
PACKAGING CORP AMER COM 695156109 6,614,699 31,169 SH SOLE 0 0 31,169
PARKER-HANNIFIN CORP COM 701094104 2,019,488 2,256 SH SOLE 0 0 2,256
PFIZER INC COM 717081103 6,661,339 237,227 SH SOLE 0 0 237,227
PPG INDS INC COM 693506107 5,581,088 52,218 SH SOLE 0 0 52,218
PROCTER & GAMBLE CO COM 742718109 238,615 1,652 SH SOLE 0 0 1,652
REGIONS FINANCIAL CORP NEW COM 7591EP100 5,455,334 208,857 SH SOLE 0 0 208,857
RTX CORPORATION COM 75513E101 7,518,936 38,978 SH SOLE 0 0 38,978
SMITH A O CORP COM 831865209 3,939,519 59,744 SH SOLE 0 0 59,744
SOUTHERN CO COM 842587107 1,743,634 18,065 SH SOLE 0 0 18,065
STANLEY BLACK & DECKER INC COM 854502101 5,066,770 71,303 SH SOLE 0 0 71,303
STARBUCKS CORP COM 855244109 4,592,851 51,265 SH SOLE 0 0 51,265
STRYKER CORPORATION COM 863667101 1,510,833 4,598 SH SOLE 0 0 4,598
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,604,587 4,748 SH SOLE 0 0 4,748
TARGET CORP COM 87612E106 301,928 2,491 SH SOLE 0 0 2,491
TESLA INC COM 88160R101 642,012 1,727 SH SOLE 0 0 1,727
TEXAS INSTRS INC COM 882508104 4,151,972 21,386 SH SOLE 0 0 21,386
THE CAMPBELLS COMPANY COM 134429109 3,923,668 176,186 SH SOLE 0 0 176,186
THERMO FISHER SCIENTIFIC INC COM 883556102 1,556,519 3,167 SH SOLE 0 0 3,167
TJX COS INC NEW COM 872540109 1,727,391 10,816 SH SOLE 0 0 10,816
TRANE TECHNOLOGIES PLC SHS G8994E103 1,510,196 3,624 SH SOLE 0 0 3,624
TREX INC COM 89531P105 1,376,348 37,791 SH SOLE 0 0 37,791
UBER TECHNOLOGIES INC COM 90353T100 236,650 3,290 SH SOLE 0 0 3,290
UNITED PARCEL SVCS INC CL B 911312106 6,230,516 63,331 SH SOLE 0 0 63,331
UNITEDHEALTH GROUP INC COM 91324P102 770,619 2,848 SH SOLE 0 0 2,848
VISA INC COM CL A 92826C839 1,883,459 6,232 SH SOLE 0 0 6,232
WATSCO INC COM 942622200 4,260,654 11,712 SH SOLE 0 0 11,712
WELLS FARGO & CO COM 949746101 6,904,277 86,726 SH SOLE 0 0 86,726