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 675,389 6,578 SH SOLE 5,563 0 1,015
AbbVie Inc COM 00287Y109 1,701,642 7,824 SH SOLE 1,039 0 6,785
Advanced Micro Devices Com COM 007903107 468,092 2,301 SH SOLE 129 0 2,172
AES Corp Com COM 00130H105 183,790 13,044 SH SOLE 10,694 0 2,350
Alphabet Class A COM 02079K305 241,117 838 SH SOLE 258 0 580
Alphabet Class C COM 02079K107 25,715,585 89,645 SH SOLE 20,407 0 69,238
Amazon.com Inc COM 023135106 20,793,052 99,837 SH SOLE 32,652 0 67,185
American Elec Pwr Inc Com COM 025537101 294,800 2,249 SH SOLE 2,249 0 0
Amgen Inc COM 031162100 488,016 1,387 SH SOLE 857 0 530
Amphenol Corp COM 032095101 6,717,650 53,167 SH SOLE 15,620 0 37,547
Apple Inc COM 037833100 36,687,259 144,558 SH SOLE 49,506 0 95,052
Applied Matls Inc Com COM 038222105 4,789,322 14,012 SH SOLE 3,201 0 10,811
Arista Networks Inc COM 040413205 6,043,109 49,219 SH SOLE 13,583 0 35,636
AT&T Inc COM 00206R102 604,268 20,844 SH SOLE 20,844 0 0
Becton Dickinson & Co Com COM 075887109 232,243 1,477 SH SOLE 1,352 0 125
Blackstone Inc COM 09260d107 1,121,691 9,755 SH SOLE 9,354 0 400
Boeing COM 097023105 686,507 3,449 SH SOLE 3,449 0 0
Booking Holdings COM 09857L108 3,098,796 736 SH SOLE 213 0 523
Boston Scientific Corp Com COM 101137107 4,169,988 66,454 SH SOLE 17,673 0 48,781
Bristol-Myers Squibb Co COM 110122108 2,566,201 42,312 SH SOLE 41,792 0 520
Broadcom Inc COM 11135f101 21,121,967 68,243 SH SOLE 19,570 0 48,673
Caterpillar Inc COM 149123101 4,936,549 6,968 SH SOLE 6,968 0 0
Cheniere Energy Partners Lp Un COM 16411Q101 311,719 4,823 SH SOLE 4,648 0 175
Chevron Corp COM 166764100 856,166 4,138 SH SOLE 4,138 0 0
Coca-Cola COM 191216100 1,077,248 14,165 SH SOLE 1,881 0 12,284
Costco Wholesale Corp COM 22160K105 7,373,603 7,400 SH SOLE 2,537 0 4,863
Coterra Energy Inc COM 127097103 506,058 14,401 SH SOLE 13,926 0 475
Curtiss Wright Corp COM 231561101 1,648,784 2,421 SH SOLE 2,291 0 130
Danaher COM 235851102 6,451,140 34,025 SH SOLE 9,957 0 24,068
Dnow Inc Com COM 67011P100 173,707 14,585 SH SOLE 14,585 0 0
Ducommun Inc COM 264147109 1,053,958 8,639 SH SOLE 8,114 0 525
Duke Energy Corp Com COM 26441C204 281,039 2,146 SH SOLE 2,146 0 0
Eaton Corp Com COM G29183103 7,564,363 21,149 SH SOLE 6,280 0 14,869
Ecolab Inc COM 278865100 4,805,385 18,064 SH SOLE 5,386 0 12,678
Energy Transfer Lp Ut Ltd Ptn COM 29273V100 297,626 15,421 SH SOLE 15,421 0 0
Exxon Mobil COM 30231G102 1,359,825 8,015 SH SOLE 8,015 0 0
Firefly Aerospace Inc COM 31816X106 515,421 18,104 SH SOLE 18,104 0 0
Flagstar Financial Inc New COM 649445400 257,206 19,530 SH SOLE 18,030 0 1,500
GE Aerospace COM 369604301 7,132,843 25,136 SH SOLE 11,494 0 13,642
GE Vernova Inc COM 36828A101 9,202,112 10,542 SH SOLE 4,193 0 6,349
Goldman Sachs COM 38141G104 1,242,759 1,469 SH SOLE 0 0 1,469
Guidewire Software COM 40171V100 4,504,299 30,117 SH SOLE 8,911 0 21,206
Home Depot Inc COM 437076102 4,364,620 13,271 SH SOLE 5,992 0 7,279
Hubbell Inc COM 443510607 896,247 1,826 SH SOLE 1,736 0 90
IBM COM 459200101 2,589,695 10,684 SH SOLE 10,684 0 0
Iron Mtn Inc Pa Com COM 46284V101 453,203 4,437 SH SOLE 4,437 0 0
J P Morgan Chase & Co COM 46625H100 7,820,832 26,587 SH SOLE 7,970 0 18,617
Kinder Morgan Inc COM 49456B101 1,426,823 42,554 SH SOLE 40,354 0 2,200
Lilly Eli & Co Com COM 532457108 11,071,456 12,037 SH SOLE 3,763 0 8,274
Linde plc COM G54950103 4,392,434 8,860 SH SOLE 2,579 0 6,281
Mastercard Inc COM 57636Q104 6,843,843 13,697 SH SOLE 4,030 0 9,667
McKesson Corp. COM 58155Q103 546,908 632 SH SOLE 84 0 548
Merck COM 58933Y105 2,165,220 18,000 SH SOLE 18,000 0 0
Meta Platforms COM 30303M102 16,094,611 28,131 SH SOLE 7,897 0 20,234
Micron Technology Inc Com COM 595112103 1,237,508 3,663 SH SOLE 1,135 0 2,528
Microsoft COM 594918104 36,303,292 98,072 SH SOLE 29,063 0 69,009
Monolithic Power Systems COM 609839105 6,626,794 6,061 SH SOLE 1,705 0 4,356
Moog Inc COM 615394202 915,085 3,127 SH SOLE 3,077 0 50
Netflix COM 64110L106 8,252,170 85,826 SH SOLE 23,550 0 62,276
Nextera Energy COM 65339F101 995,563 10,719 SH SOLE 10,719 0 0
Nvidia Corp COM 67066G104 55,395,039 317,632 SH SOLE 92,156 0 225,476
O'Reilly Automotive COM 67103H107 7,715,454 83,582 SH SOLE 24,671 0 58,911
Old Republic Intl Corp COM 680223104 1,046,887 26,238 SH SOLE 26,238 0 0
Oracle COM 68389X105 4,320,621 29,370 SH SOLE 8,343 0 21,027
Palantir Technologies Inc Cl A COM 69608A108 5,656,062 38,666 SH SOLE 11,705 0 26,961
Palo Alto Networks COM 697435105 7,123,659 44,434 SH SOLE 14,852 0 29,582
Pfizer Incorporated COM 717081103 853,492 30,395 SH SOLE 30,395 0 0
Powell Industries COM 739128106 1,664,939 3,077 SH SOLE 2,902 0 175
Prologis Inc COM 74340W103 6,422,664 48,590 SH SOLE 15,803 0 32,787
QXO Inc New COM 82846H405 569,278 29,314 SH SOLE 29,314 0 0
S&P Global COM 78409V104 3,890,585 9,147 SH SOLE 2,787 0 6,360
Sempra Energy Com COM 816851109 655,187 6,743 SH SOLE 6,743 0 0
ServiceNow Inc COM 81762P102 5,325,045 50,933 SH SOLE 16,210 0 34,723
Slb Limited Com Stk COM 806857108 214,039 4,165 SH SOLE 4,165 0 0
Tesla Inc COM 88160R101 9,220,143 24,802 SH SOLE 9,661 0 15,141
TJX Corp COM 872540109 3,809,963 23,857 SH SOLE 5,698 0 18,159
Transdigm Group Inc Com COM 893641100 4,185,005 3,611 SH SOLE 1,061 0 2,550
Uber Technologies Inc COM 90353T100 4,846,068 67,372 SH SOLE 17,671 0 49,701
Union Pacific Corp COM 907818108 3,720,115 15,333 SH SOLE 15,193 0 140
US Bancorp COM 902973304 268,216 5,157 SH SOLE 5,157 0 0
Ventas Inc COM 92276F100 255,836 3,128 SH SOLE 2,953 0 175
Verizon Communications COM 92343V104 226,402 4,510 SH SOLE 4,510 0 0
Viking Holdings Ltd COM G93A5A101 3,537,033 48,136 SH SOLE 13,891 0 34,245
Visa COM 92826C839 7,867,567 26,031 SH SOLE 9,725 0 16,306
Vistra Corp COM 92840M102 796,003 5,295 SH SOLE 4,735 0 560
Wal-Mart Stores Inc COM 931142103 9,910,087 79,740 SH SOLE 79,740 0 0
Walt Disney COM 254687106 229,306 2,379 SH SOLE 2,379 0 0
Waste Management COM 94106L109 1,898,941 8,264 SH SOLE 4,188 0 4,076
Williams Companies COM 969457100 670,189 9,208 SH SOLE 9,208 0 0
Woodward Inc COM 980745103 1,221,750 3,413 SH SOLE 3,288 0 125
Xylem Inc COM 98419M100 865,337 7,241 SH SOLE 6,758 0 483
First Trust Rising Dividend Ac ETFS 33738r506 361,269 5,291 SH SOLE 5,291 0 0
FTSE All-World ex-US Index Fun ETFS 922042775 12,749,440 169,766 SH SOLE 167,229 0 2,537
Goldman Sachs Equal Weight U.S ETFS 381430438 12,836,299 151,622 SH SOLE 150,832 0 790
Health Care Select Sector SPDR ETFS 81369Y209 676,165 4,612 SH SOLE 4,612 0 0
Innovator Defined Wealth Shiel ETFS 45783Y855 215,481 6,439 SH SOLE 6,439 0 0
Invesco QQQ Trust ETFS 46090E103 958,153 1,660 SH SOLE 1,542 0 118
Invesco S&P 500 Equal Weight E ETFS 46137V357 16,760,949 87,333 SH SOLE 86,229 0 1,104
iShares Convertible Bond ETF ETFS 46435G102 325,321 3,196 SH SOLE 3,196 0 0
iShares Core S&P 500 ETF ETFS 464287200 546,084 836 SH SOLE 836 0 0
iShares Gold Trust ETF ETFS 464285204 18,758,861 212,782 SH SOLE 212,782 0 0
iShares S&P 100 ETF ETFS 464287101 14,941,393 46,975 SH SOLE 46,975 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465 23,361,999 240,523 SH SOLE 240,523 0 0
iShares TR Russell 1000 ETF ETFS 464287622 240,678 675 SH SOLE 675 0 0
iShares TR Russell 1000 Growth ETFS 464287614 17,556,167 41,173 SH SOLE 41,173 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467 12,762,249 120,387 SH SOLE 119,405 0 982
SPDR Portfolio S&P 500 Growth ETFS 78464A409 26,441,183 270,056 SH SOLE 268,814 0 1,242
STATE STR SPDR S&P 500 ETF TR ETFS 78462F103 715,109 1,100 SH SOLE 1,100 0 0
Vanguard High Dividend Yield E ETFS 921946406 8,635,486 58,308 SH SOLE 58,308 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629 7,127,808 24,820 SH SOLE 24,534 0 286
Vanguard Index Fds Small Cp ET ETFS 922908751 6,478,591 24,735 SH SOLE 24,408 0 327
Vanguard Index Fds Value ETF ETFS 922908744 58,311,425 297,204 SH SOLE 295,941 0 1,263
Vanguard Intl Eqty Idx FTSE Eu ETFS 922042874 341,343 4,141 SH SOLE 4,141 0 0
Vanguard Real Estate ETF ETFS 922908553 331,206 3,734 SH SOLE 3,734 0 0
Vanguard Russell 2000 Growth E ETFS 92206c623 15,337,307 66,964 SH SOLE 66,964 0 0
Vanguard Russell 2000 Value Et ETFS 92206c649 16,327,862 97,643 SH SOLE 97,643 0 0
Vanguard S&P 500 ETF ETFS 922908363 106,420,070 178,094 SH SOLE 178,094 0 0
Vanguard Total Stock Market ET ETFS 922908769 848,881 2,646 SH SOLE 2,646 0 0
iShares U.S. Preferred Stock ETFS 464288687 5,366,640 177,000 SH SOLE 177,000 0 0
Us Bancorp Del Pfd B 1/1000Dp PFD 902973155 185,533 10,138 SH SOLE 10,138 0 0
Wells Fargo Co Dp Pf Cl A Sr Z PFD 94988u151 220,628 11,692 SH SOLE 11,692 0 0
Shell plc ADR 780259305 3,284,260 35,315 SH SOLE 35,165 0 150