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
ABBVIE INC COM 00287Y109 1,342,499 5,335 SH SOLE 0 0 5,335
ADOBE INC COM 00724F101 3,490,466 17,025 SH SOLE 0 0 17,025
AFLAC INC COM 001055102 340,025 2,900 SH SOLE 0 0 2,900
ALPHABET INC CAP STK CL C 02079K107 3,843,170 10,877 SH SOLE 0 0 10,877
ALPHABET INC CAP STK CL A 02079K305 43,824,458 122,630 SH SOLE 0 0 122,630
AMAZON COM INC COM 023135106 13,123,000 55,060 SH SOLE 0 0 55,060
AMERICAN EXPRESS CO COM 025816109 15,106,922 44,662 SH SOLE 0 0 44,662
AMGEN INC COM 031162100 2,456,847 6,785 SH SOLE 0 0 6,785
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 566,500 6,875 SH SOLE 0 0 6,875
API GROUP CORP COM STK 00187Y100 1,920,742 45,354 SH SOLE 0 0 45,354
APOLLO GLOBAL MGMT INC COM 03769M106 6,287,112 53,141 SH SOLE 0 0 53,141
APPLE INC COM 037833100 22,808,114 78,823 SH SOLE 0 0 78,823
APPLIED MATLS INC COM 038222105 15,542,331 21,497 SH SOLE 0 0 21,497
ASML HLDG NV N Y REGISTRY SHS N07059210 1,346,851 677 SH SOLE 0 0 677
AT&T INC COM 00206R102 322,651 15,587 SH SOLE 0 0 15,587
AUTOZONE INC COM 053332102 13,737,748 4,299 SH SOLE 0 0 4,299
BARRICK MNG CORP COM SHS 06849F108 231,215 6,295 SH SOLE 0 0 6,295
BERKLEY W R CORP COM 084423102 10,042,132 142,381 SH SOLE 0 0 142,381
BERKSHIRE HATHAWAY INC DEL CL A 084670108 748,850 1 SH SOLE 0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 367,286 734 SH SOLE 0 0 734
BLACKROCK CAP ALLOCATION TER COM 09260U109 285,179 17,902 SH SOLE 0 0 17,902
BLACKSTONE INC COM 09260D107 3,943,004 33,509 SH SOLE 0 0 33,509
BP PLC SPONSORED ADR 055622104 348,106 9,421 SH SOLE 0 0 9,421
BRISTOL-MYERS SQUIBB CO COM 110122108 1,202,760 20,874 SH SOLE 0 0 20,874
BROADCOM INC COM 11135F101 40,503,111 107,222 SH SOLE 0 0 107,222
CACI INTL INC CL A 127190304 1,407,384 3,038 SH SOLE 0 0 3,038
CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT 14019W109 889,215 25,685 SH SOLE 0 0 25,685
CAPITAL GROUP NEW GEOGRAPHY SHS 14021N105 340,774 9,097 SH SOLE 0 0 9,097
CAPITAL ONE FINL CORP COM 14040H105 4,786,392 23,858 SH SOLE 0 0 23,858
CATERPILLAR INC COM 149123101 7,134,830 6,700 SH SOLE 0 0 6,700
CBRE GROUP INC CL A 12504L109 10,226,742 75,928 SH SOLE 0 0 75,928
CENCORA INC COM 03073E105 9,233,637 32,630 SH SOLE 0 0 32,630
CHEVRON CORPORATION COM 166764100 8,221,507 49,599 SH SOLE 0 0 49,599
CHUBB LIMITED COM H1467J104 18,936,796 55,576 SH SOLE 0 0 55,576
CISCO SYS INC COM 17275R102 15,275,908 130,052 SH SOLE 0 0 130,052
CITIGROUP INC COM NEW 172967424 7,144,997 51,050 SH SOLE 0 0 51,050
CLOROX CO DEL COM 189054109 3,869,806 40,547 SH SOLE 0 0 40,547
COMPUGEN LTD ORD M25722105 152,394 71,212 SH SOLE 0 0 71,212
CONOCOPHILLIPS COM 20825C104 1,989,898 19,141 SH SOLE 0 0 19,141
CONSTELLATION BRANDS INC CL A 21036P108 4,136,258 29,738 SH SOLE 0 0 29,738
CORCEPT THERAPEUTICS INC COM 218352102 413,013 4,750 SH SOLE 0 0 4,750
CUMMINS INC COM 231021106 10,018,461 14,047 SH SOLE 0 0 14,047
DIAMONDBACK ENERGY INC COM 25278X109 4,768,560 27,128 SH SOLE 0 0 27,128
DISNEY WALT CO COM 254687106 7,032,276 73,063 SH SOLE 0 0 73,063
DOLLAR GEN CORP COM 256677105 5,856,912 50,881 SH SOLE 0 0 50,881
DUKE ENERGY CORP NEW COM NEW 26441C204 213,287 1,685 SH SOLE 0 0 1,685
EATON CORP PLC SHS G29183103 7,282,817 17,091 SH SOLE 0 0 17,091
ELI LILLY & CO COM 532457108 3,268,447 2,725 SH SOLE 0 0 2,725
EMCOR GROUP INC COM 29084Q100 1,678,017 2,022 SH SOLE 0 0 2,022
ENTERGY CORP NEW COM 29364G103 453,697 3,950 SH SOLE 0 0 3,950
EVERCORE INC CLASS A 29977A105 3,164,466 9,268 SH SOLE 0 0 9,268
EXXON MOBIL CORP COM 30231G102 1,023,682 7,487 SH SOLE 0 0 7,487
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 4,373,909 96,151 SH SOLE 0 0 96,151
GE AEROSPACE COM NEW 369604301 473,890 1,268 SH SOLE 0 0 1,268
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1,654,723 25,851 SH SOLE 0 0 25,851
GENERAL DYNAMICS CORP COM 369550108 885,600 2,500 SH SOLE 0 0 2,500
GILEAD SCIENCES INC COM 375558103 1,173,446 9,288 SH SOLE 0 0 9,288
GOLDMAN SACHS GROUP INC COM 38141G104 202,274 200 SH SOLE 0 0 200
HCA HEALTHCARE INC COM 40412C101 4,376,515 11,225 SH SOLE 0 0 11,225
HOME DEPOT INC COM 437076102 582,520 1,652 SH SOLE 0 0 1,652
INTEL CORP COM 458140100 1,117,040 8,000 SH SOLE 0 0 8,000
INTERNATIONAL BUSINESS MACHS COM 459200101 3,726,314 13,251 SH SOLE 0 0 13,251
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 254,630 1,441 SH SOLE 0 0 1,441
INVESCO LTD SHS G491BT108 400,468 15,175 SH SOLE 0 0 15,175
IQVIA HLDGS INC COM 46266C105 11,894,237 61,558 SH SOLE 0 0 61,558
ISHARES TR US TREAS BD ETF 46429B267 231,787 10,175 SH SOLE 0 0 10,175
ISHARES TR 0-3 MTH TREASURY 46436E718 502,545 4,992 SH SOLE 0 0 4,992
ISHARES TR SHRT NAT MUN ETF 464288158 4,773,143 44,831 SH SOLE 0 0 44,831
ISHARES TR EAFE SML CP ETF 464288273 312,708 3,801 SH SOLE 0 0 3,801
ISHARES TR NATIONAL MUN ETF 464288414 3,946,057 36,667 SH SOLE 0 0 36,667
ISHARES TR MSCI ACWI EX US 464288240 631,713 8,300 SH SOLE 0 0 8,300
ISHARES TR NEW YORK MUN ETF 464288323 539,050 10,000 SH SOLE 0 0 10,000
ISHARES TR CORE S&P TTL STK 464287150 406,404 2,474 SH SOLE 0 0 2,474
ISHARES TR TRUST ISHARE 0-1 464288679 2,209,538 20,023 SH SOLE 0 0 20,023
ISHARES TR MSCI EAFE ETF 464287465 1,122,839 10,809 SH SOLE 0 0 10,809
ISHARES TR S&P 500 GRWT ETF 464287309 577,626 4,200 SH SOLE 0 0 4,200
ISHARES TR RUS 1000 VAL ETF 464287598 360,736 1,488 SH SOLE 0 0 1,488
ISHARES TR MSCI EMG MKT ETF 464287234 482,838 7,058 SH SOLE 0 0 7,058
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 808,260 15,983 SH SOLE 0 0 15,983
JOHNSON & JOHNSON COM 478160104 9,811,115 38,631 SH SOLE 0 0 38,631
JPMORGAN CHASE & CO COM 46625H100 22,026,514 67,291 SH SOLE 0 0 67,291
KLA CORP COM NEW 482480100 39,496,253 130,908 SH SOLE 0 0 130,908
KRANESHARES TRUST CSI CHI INTERNET 500767306 468,576 19,149 SH SOLE 0 0 19,149
LABCORP HOLDINGS INC COM SHS 504922105 406,000 1,450 SH SOLE 0 0 1,450
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 5,108,716 125,091 SH SOLE 0 0 125,091
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 546,615 93,759 SH SOLE 0 0 93,759
LOCKHEED MARTIN CORP COM 539830109 1,312,668 2,577 SH SOLE 0 0 2,577
LPL FINL HLDGS INC COM 50212V100 2,075,982 7,370 SH SOLE 0 0 7,370
M & T BK CORP COM 55261F104 238,486 1,002 SH SOLE 0 0 1,002
MCKESSON CORP COM 58155Q103 4,380,969 5,798 SH SOLE 0 0 5,798
MERCK & CO INC COM 58933Y105 3,843,821 29,913 SH SOLE 0 0 29,913
META PLATFORMS INC CL A 30303M102 19,439,394 34,510 SH SOLE 0 0 34,510
MICRON TECHNOLOGY INC COM 595112103 24,549,440 21,268 SH SOLE 0 0 21,268
MICROSOFT CORP COM 594918104 19,362,651 51,908 SH SOLE 0 0 51,908
MORGAN STANLEY COM NEW 617446448 940,680 4,500 SH SOLE 0 0 4,500
MORGAN STANLEY ETF TRUST EATO VANC BD ETF 61774R841 320,132 6,313 SH SOLE 0 0 6,313
NETEASE COM INC SPONSORED ADS 64110W102 231,677 1,808 SH SOLE 0 0 1,808
NEWMONT CORP COM 651639106 1,750,223 18,739 SH SOLE 0 0 18,739
NIKE INC CL B 654106103 1,309,895 31,910 SH SOLE 0 0 31,910
NORFOLK SOUTHN CORP COM 655844108 295,715 940 SH SOLE 0 0 940
NU HLDGS LTD ORD SHS CL A G6683N103 216,459 16,202 SH SOLE 0 0 16,202
NXP SEMICONDUCTORS N V COM N6596X109 533,395 1,898 SH SOLE 0 0 1,898
ONTO INNOVATION INC COM 683344105 3,798,503 10,037 SH SOLE 0 0 10,037
ORACLE CORP COM 68389X105 2,421,006 16,520 SH SOLE 0 0 16,520
PALO ALTO NETWORKS INC COM 697435105 4,123,273 12,091 SH SOLE 0 0 12,091
PARKER-HANNIFIN CORP COM 701094104 989,316 1,011 SH SOLE 0 0 1,011
PEPSICO INC COM 713448108 3,961,669 29,259 SH SOLE 0 0 29,259
PFIZER INC COM 717081103 2,165,346 89,923 SH SOLE 0 0 89,923
PROGRESSIVE CORP COM 743315103 705,375 3,229 SH SOLE 0 0 3,229
QUALCOMM INC COM 747525103 1,779,897 9,632 SH SOLE 0 0 9,632
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 266,302 9,308 SH SOLE 0 0 9,308
RTX CORPORATION COM 75513E101 270,466 1,426 SH SOLE 0 0 1,426
SANOFI SA SPONSORED ADR 80105N105 290,088 6,800 SH SOLE 0 0 6,800
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 511,546 16,132 SH SOLE 0 0 16,132
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 2,317,930 2,402 SH SOLE 0 0 2,402
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 474,204 2,489 SH SOLE 0 0 2,489
SHELL PLC SPON ADS 780259305 717,245 9,250 SH SOLE 0 0 9,250
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 396,188 5,351 SH SOLE 0 0 5,351
SOUTHERN CO COM 842587107 1,749,866 18,283 SH SOLE 0 0 18,283
SPDR GOLD TR GOLD SHS 78463V107 762,915 2,071 SH SOLE 0 0 2,071
SPDR SERIES TRUST ST STR SP600 SML 78468R853 216,089 3,747 SH SOLE 0 0 3,747
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 12,459,112 135,957 SH SOLE 0 0 135,957
SPDR SERIES TRUST ST STR NUVEE ETF 78468R721 1,254,138 27,383 SH SOLE 0 0 27,383
SS&C TECH HLDGS COM 78467J100 442,106 7,125 SH SOLE 0 0 7,125
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 796,645 1,525 SH SOLE 0 0 1,525
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,767,530 3,706 SH SOLE 0 0 3,706
STIFEL FINL CORP COM 860630102 1,403,214 20,112 SH SOLE 0 0 20,112
STMICROELECTRONICS N V NY REGISTRY 861012102 593,653 7,927 SH SOLE 0 0 7,927
STRYKER CORPORATION COM 863667101 9,623,085 30,565 SH SOLE 0 0 30,565
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 28,900,626 60,516 SH SOLE 0 0 60,516
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,317,505 37,273 SH SOLE 0 0 37,273
THERMO FISHER SCIENTIFIC INC COM 883556102 14,366,471 28,655 SH SOLE 0 0 28,655
TRAVELERS COMPANIES INC COM 89417E109 4,823,713 14,612 SH SOLE 0 0 14,612
UBER TECHNOLOGIES INC COM 90353T100 1,463,188 20,277 SH SOLE 0 0 20,277
UNION PAC CORP COM 907818108 201,008 739 SH SOLE 0 0 739
UNITED PARCEL SVCS INC CL B 911312106 390,548 3,633 SH SOLE 0 0 3,633
UNITED RENTALS INC COM 911363109 13,211,763 11,662 SH SOLE 0 0 11,662
UNITEDHEALTH GROUP INC COM 91324P102 5,178,750 12,460 SH SOLE 0 0 12,460
US BANCORP COM NEW 902973304 651,535 10,787 SH SOLE 0 0 10,787
US FOODS HLDG CORP COM 912008109 2,008,701 19,645 SH SOLE 0 0 19,645
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 16,012,842 205,530 SH SOLE 0 0 205,530
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 57,824,396 787,691 SH SOLE 0 0 787,691
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 932,859 19,262 SH SOLE 0 0 19,262
VANGUARD INDEX FDS VALUE ETF 922908744 344,887 1,583 SH SOLE 0 0 1,583
VANGUARD INDEX FDS SM CP VAL ETF 922908611 699,425 2,878 SH SOLE 0 0 2,878
VANGUARD INDEX FDS GROWTH ETF 922908736 321,589 3,733 SH SOLE 0 0 3,733
VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,655,625 9,879 SH SOLE 0 0 9,879
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2,739,405 17,454 SH SOLE 0 0 17,454
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6,880,802 136,038 SH SOLE 0 0 136,038
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 799,539 3,379 SH SOLE 0 0 3,379
VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 1,791,870 17,687 SH SOLE 0 0 17,687
VERIZON COMMUNICATIONS INC COM 92343V104 6,516,888 153,918 SH SOLE 0 0 153,918
VISA INC COM CL A 92826C839 17,606,788 51,318 SH SOLE 0 0 51,318
WALKER & DUNLOP INC COM 93148P102 1,103,737 20,178 SH SOLE 0 0 20,178
WALMART INC COM 931142103 943,870 8,334 SH SOLE 0 0 8,334
WILLIAMS COS INC COM 969457100 3,004,748 40,419 SH SOLE 0 0 40,419