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
3M CO COM 88579Y101 5,941,546 36,697 SH SOLE 0 0 36,697
ABBOTT LABORATORIES COM 002824100 221,026 2,436 SH SOLE 0 0 2,436
ABBVIE INC COM 00287Y109 2,777,477 11,038 SH SOLE 0 0 11,038
ADVANCED MICRO DEVICES INC COM 007903107 2,051,774 3,532 SH SOLE 0 0 3,532
ALPHABET INC CAP STK CL A 02079K305 15,737,922 44,038 SH SOLE 0 0 44,038
ALPHABET INC CAP STK CL C 02079K107 1,924,436 5,447 SH SOLE 0 0 5,447
AMAZON COM INC COM 023135106 10,738,151 45,054 SH SOLE 0 0 45,054
AMERICAN EXPRESS CO COM 025816109 1,402,812 4,147 SH SOLE 0 0 4,147
AMGEN INC COM 031162100 478,723 1,322 SH SOLE 0 0 1,322
APPLE INC COM 037833100 11,947,600 41,290 SH SOLE 0 0 41,290
APPLIED MATLS INC COM 038222105 493,854 683 SH SOLE 0 0 683
ARISTA NETWORKS INC COM SHS 040413205 578,611 3,406 SH SOLE 0 0 3,406
ARM HOLDINGS PLC SPONSORED ADS 042068205 282,238 796 SH SOLE 0 0 796
ASML HLDG NV N Y REGISTRY SHS N07059210 4,937,790 2,482 SH SOLE 0 0 2,482
BANK OF AMER CORP COM 060505104 5,200,421 91,267 SH SOLE 0 0 91,267
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,525,704 21,035 SH SOLE 0 0 21,035
BOEING CO COM 097023105 5,509,594 25,452 SH SOLE 0 0 25,452
BROADCOM INC COM 11135F101 1,118,000 2,960 SH SOLE 0 0 2,960
CARDINAL HEALTH INC COM 14149Y108 609,341 2,565 SH SOLE 0 0 2,565
CATERPILLAR INC COM 149123101 5,734,487 5,385 SH SOLE 0 0 5,385
CHENIERE ENERGY INC COM NEW 16411R208 583,662 2,442 SH SOLE 0 0 2,442
CHUBB LIMITED COM H1467J104 4,511,738 13,241 SH SOLE 0 0 13,241
CISCO SYS INC COM 17275R102 8,229,600 70,063 SH SOLE 0 0 70,063
CONSOLIDATED EDISON INC COM 209115104 234,204 2,117 SH SOLE 0 0 2,117
COSTCO WHOLESALE CORPORATION COM 22160K105 855,904 915 SH SOLE 0 0 915
CROWDSTRIKE HLDGS INC CL A 22788C105 437,279 573 SH SOLE 0 0 573
CUMMINS INC COM 231021106 285,284 400 SH SOLE 0 0 400
DEERE & CO COM 244199105 446,588 704 SH SOLE 0 0 704
DISNEY WALT CO COM 254687106 2,920,422 30,342 SH SOLE 0 0 30,342
DUKE ENERGY CORP NEW COM NEW 26441C204 2,499,449 19,746 SH SOLE 0 0 19,746
ELI LILLY & CO COM 532457108 1,502,595 1,253 SH SOLE 0 0 1,253
EXXON MOBIL CORP COM 30231G102 671,842 4,914 SH SOLE 0 0 4,914
GE AEROSPACE COM NEW 369604301 2,948,767 7,890 SH SOLE 0 0 7,890
GE VERNOVA INC COM 36828A101 1,509,695 1,285 SH SOLE 0 0 1,285
GOLDMAN SACHS GROUP INC COM 38141G104 2,121,854 2,098 SH SOLE 0 0 2,098
HOME DEPOT INC COM 437076102 5,309,597 15,055 SH SOLE 0 0 15,055
INTEL CORP COM 458140100 7,593,219 54,381 SH SOLE 0 0 54,381
IONIS PHARMACEUTICALS INC COM 462222100 269,586 3,400 SH SOLE 0 0 3,400
JOHNSON & JOHNSON COM 478160104 7,128,538 28,068 SH SOLE 0 0 28,068
JPMORGAN CHASE & CO COM 46625H100 4,429,780 13,533 SH SOLE 0 0 13,533
L3HARRIS TECHNOLOGIES INC COM 502431109 1,452,028 4,997 SH SOLE 0 0 4,997
LOCKHEED MARTIN CORP COM 539830109 7,071,305 13,880 SH SOLE 0 0 13,880
MARKEL GROUP INC COM 570535104 597,621 306 SH SOLE 0 0 306
MARRIOTT INTL INC NEW CL A 571903202 260,154 702 SH SOLE 0 0 702
MARVELL TECHNOLOGY INC COM 573874104 364,229 1,223 SH SOLE 0 0 1,223
MASTERCARD INCORPORATED CL A 57636Q104 807,734 1,573 SH SOLE 0 0 1,573
MCDONALDS CORP COM 580135101 226,790 839 SH SOLE 0 0 839
MCKESSON CORP COM 58155Q103 785,824 1,040 SH SOLE 0 0 1,040
MERCK & CO INC COM 58933Y105 3,464,049 26,958 SH SOLE 0 0 26,958
META PLATFORMS INC CL A 30303M102 5,401,417 9,589 SH SOLE 0 0 9,589
MICROSOFT CORP COM 594918104 10,293,473 27,595 SH SOLE 0 0 27,595
NEXTERA ENERGY INC COM 65339F101 2,513,972 28,643 SH SOLE 0 0 28,643
NORTHROP GRUMMAN CORP COM 666807102 1,257,486 2,469 SH SOLE 0 0 2,469
NVIDIA CORPORATION COM 67066G104 15,470,435 77,317 SH SOLE 0 0 77,317
PALANTIR TECHNOLOGIES INC CL A 69608A108 806,207 6,910 SH SOLE 0 0 6,910
PALO ALTO NETWORKS INC COM 697435105 529,945 1,554 SH SOLE 0 0 1,554
PRESIDIO PPTY TR INC *W EXP 01/24/202 74102L113 183 12,603 SH SOLE 0 0 12,603
PROCTER & GAMBLE CO COM 742718109 218,347 1,489 SH SOLE 0 0 1,489
QUALCOMM INC COM 747525103 271,272 1,468 SH SOLE 0 0 1,468
QUEST DIAGNOSTICS INC COM 74834L100 256,460 1,210 SH SOLE 0 0 1,210
REGENERON PHARMACEUTICALS COM 75886F107 2,971,792 4,766 SH SOLE 0 0 4,766
RTX CORPORATION COM 75513E101 1,173,480 6,185 SH SOLE 0 0 6,185
SCHWAB CHARLES CORP COM 808513105 4,435,423 48,070 SH SOLE 0 0 48,070
SHELL PLC SPON ADS 780259305 1,720,302 22,186 SH SOLE 0 0 22,186
SNOWFLAKE INC COM SHS 833445109 1,618,875 6,361 SH SOLE 0 0 6,361
STRYKER CORPORATION COM 863667101 401,421 1,275 SH SOLE 0 0 1,275
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,552,134 5,344 SH SOLE 0 0 5,344
TARGET CORP COM 87612E106 2,363,910 18,099 SH SOLE 0 0 18,099
TESLA INC COM 88160R101 850,937 2,023 SH SOLE 0 0 2,023
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 265,958 7,850 SH SOLE 0 0 7,850
TEXAS INSTRS INC COM 882508104 4,622,171 15,507 SH SOLE 0 0 15,507
UNION PAC CORP COM 907818108 273,632 1,006 SH SOLE 0 0 1,006
UNITEDHEALTH GROUP INC COM 91324P102 9,743,614 23,443 SH SOLE 0 0 23,443
VISA INC COM CL A 92826C839 5,495,632 16,018 SH SOLE 0 0 16,018
WALMART INC COM 931142103 5,302,882 46,820 SH SOLE 0 0 46,820