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 395,030 2,440 SH SOLE 0 0 2,440
ABBOTT LABORATORIES COM 002824100 224,740 2,477 SH SOLE 0 0 2,477
ABBVIE INC COM 00287Y109 709,404 2,819 SH SOLE 0 0 2,819
AIR PRODUCTS AND CHEMICALS I COM 009158106 400,271 1,365 SH SOLE 0 0 1,365
ALPHABET INC CAP STK CL A 02079K305 938,562 2,626 SH SOLE 0 0 2,626
ALPHABET INC CAP STK CL C 02079K107 6,912,979 19,565 SH SOLE 0 0 19,565
AMAZON COM INC COM 023135106 6,286,694 26,377 SH SOLE 0 0 26,377
AMERICAN INTL GROUP INC COM NEW 026874784 449,215 6,027 SH SOLE 0 0 6,027
AMERICAN TOWER CORP COM 03027X100 287,682 1,759 SH SOLE 0 0 1,759
AMPHENOL CORP CL A 032095101 421,757 2,392 SH SOLE 0 0 2,392
APPLE INC COM 037833100 6,430,145 22,222 SH SOLE 0 0 22,222
APPLIED INDL TECHNOLOGIES IN COM 03820C105 241,820 715 SH SOLE 0 0 715
APPLIED MATLS INC COM 038222105 2,773,461 3,836 SH SOLE 0 0 3,836
APPLOVIN CORP COM CL A 03831W108 317,897 617 SH SOLE 0 0 617
ARCH CAP GROUP LTD ORD G0450A105 345,339 3,558 SH SOLE 0 0 3,558
AT&T INC COM 00206R102 2,524,366 121,950 SH SOLE 0 0 121,950
AURORA INNOVATION INC CLASS A COM 051774107 655,920 96,176 SH SOLE 0 0 96,176
BANK OF AMER CORP COM 060505104 1,065,417 18,698 SH SOLE 0 0 18,698
BARRICK MNG CORP COM SHS 06849F108 1,734,942 47,235 SH SOLE 0 0 47,235
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,213,284 8,420 SH SOLE 0 0 8,420
BOEING CO COM 097023105 554,163 2,560 SH SOLE 0 0 2,560
BROADCOM INC COM 11135F101 6,741,130 17,845 SH SOLE 0 0 17,845
CANADIAN NAT RES LTD MED TER COM 136385101 1,249,899 31,643 SH SOLE 0 0 31,643
CAPITAL ONE FINL CORP COM 14040H105 402,243 2,005 SH SOLE 0 0 2,005
CATERPILLAR INC COM 149123101 1,155,531 1,085 SH SOLE 0 0 1,085
CHUBB LIMITED COM H1467J104 1,022,220 3,000 SH SOLE 0 0 3,000
CITIGROUP INC COM NEW 172967424 3,303,577 23,604 SH SOLE 0 0 23,604
CORNING INC COM 219350105 2,406,676 9,422 SH SOLE 0 0 9,422
COSTCO WHOLESALE CORPORATION COM 22160K105 3,861,812 4,128 SH SOLE 0 0 4,128
DEERE & CO COM 244199105 1,144,405 1,804 SH SOLE 0 0 1,804
DIGITAL RLTY TR INC COM 253868103 725,319 4,039 SH SOLE 0 0 4,039
DUKE ENERGY CORP NEW COM NEW 26441C204 774,850 6,121 SH SOLE 0 0 6,121
EATON CORP PLC SHS G29183103 285,500 670 SH SOLE 0 0 670
EDISON INTL COM 281020107 269,103 3,615 SH SOLE 0 0 3,615
ELI LILLY & CO COM 532457108 6,285,193 5,240 SH SOLE 0 0 5,240
EMERSON ELEC CO COM 291011104 326,030 2,278 SH SOLE 0 0 2,278
EVERSOURCE ENERGY COM 30040W108 971,073 13,437 SH SOLE 0 0 13,437
FREEPORT MCMORAN INC CL B 35671D857 206,687 3,286 SH SOLE 0 0 3,286
GE AEROSPACE COM NEW 369604301 503,386 1,347 SH SOLE 0 0 1,347
GE VERNOVA INC COM 36828A101 380,655 324 SH SOLE 0 0 324
GLOBAL X FDS US INFR DEV ETF 37954Y673 878,411 14,909 SH SOLE 0 0 14,909
GOLDMAN SACHS GROUP INC COM 38141G104 2,068,448 2,045 SH SOLE 0 0 2,045
HOME DEPOT INC COM 437076102 701,489 1,989 SH SOLE 0 0 1,989
HONEYWELL AEROSPACE INC COM 43849R105 498,314 2,254 SH SOLE 0 0 2,254
HONEYWELL INTL INC COM 438516205 520,647 2,325 SH SOLE 0 0 2,325
HUDBAY MINERALS INC COM 443628102 532,783 22,566 SH SOLE 0 0 22,566
INTUITIVE SURGICAL INC COM NEW 46120E602 211,566 532 SH SOLE 0 0 532
INVESCO QQQ TR UNIT SER 1 46090E103 10,139,424 13,769 SH SOLE 0 0 13,769
ISHARES TR U.S. MED DVC ETF 464288810 209,502 4,240 SH SOLE 0 0 4,240
ISHARES TR MSCI EMG MKT ETF 464287234 508,423 7,432 SH SOLE 0 0 7,432
ISHARES TR RUSSELL 2000 ETF 464287655 289,217 963 SH SOLE 0 0 963
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 1,161,920 18,905 SH SOLE 0 0 18,905
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 221,966 3,930 SH SOLE 0 0 3,930
JOHNSON & JOHNSON COM 478160104 678,668 2,672 SH SOLE 0 0 2,672
JPMORGAN CHASE & CO COM 46625H100 3,995,567 12,207 SH SOLE 0 0 12,207
KLA CORP COM NEW 482480100 218,136 723 SH SOLE 0 0 723
KROGER CO COM 501044101 2,492,724 44,890 SH SOLE 0 0 44,890
MASTERCARD INCORPORATED CL A 57636Q104 210,452 410 SH SOLE 0 0 410
MCDONALDS CORP COM 580135101 2,638,185 9,760 SH SOLE 0 0 9,760
META PLATFORMS INC CL A 30303M102 4,012,683 7,124 SH SOLE 0 0 7,124
MICRON TECHNOLOGY INC COM 595112103 1,535,206 1,330 SH SOLE 0 0 1,330
MICROSOFT CORP COM 594918104 5,101,798 13,677 SH SOLE 0 0 13,677
MP MATERIALS CORP COM CL A 553368101 363,953 6,498 SH SOLE 0 0 6,498
MUELLER INDS INC COM 624756102 1,734,296 14,108 SH SOLE 0 0 14,108
NETFLIX INC. COM 64110L106 710,787 9,955 SH SOLE 0 0 9,955
NEXTERA ENERGY INC COM 65339F101 2,949,356 33,603 SH SOLE 0 0 33,603
NU HLDGS LTD ORD SHS CL A G6683N103 3,147,897 235,621 SH SOLE 0 0 235,621
NUCOR CORP COM 670346105 440,984 1,980 SH SOLE 0 0 1,980
NVIDIA CORPORATION COM 67066G104 5,522,216 27,599 SH SOLE 0 0 27,599
OKTA INC CL A 679295105 404,301 2,963 SH SOLE 0 0 2,963
ORACLE CORP COM 68389X105 496,596 3,389 SH SOLE 0 0 3,389
OREILLY AUTOMOTIVE INC COM 67103H107 3,299,769 35,832 SH SOLE 0 0 35,832
PALANTIR TECHNOLOGIES INC CL A 69608A108 213,389 1,829 SH SOLE 0 0 1,829
PALO ALTO NETWORKS INC COM 697435105 1,261,774 3,700 SH SOLE 0 0 3,700
PHILIP MORRIS INTL INC COM 718172109 2,717,599 15,022 SH SOLE 0 0 15,022
PROCTER & GAMBLE CO COM 742718109 1,435,788 9,791 SH SOLE 0 0 9,791
PROGRESSIVE CORP COM 743315103 538,261 2,464 SH SOLE 0 0 2,464
QUANTA SVCS INC COM 74762E102 468,026 650 SH SOLE 0 0 650
QXO INC COM NEW 82846H405 216,847 12,549 SH SOLE 0 0 12,549
ROBINHOOD MKTS INC COM CL A 770700102 1,740,259 17,354 SH SOLE 0 0 17,354
ROCKWELL AUTOMATION INC COM 773903109 1,453,221 2,935 SH SOLE 0 0 2,935
ROSS STORES INC COM 778296103 331,195 1,556 SH SOLE 0 0 1,556
RTX CORPORATION COM 75513E101 433,685 2,286 SH SOLE 0 0 2,286
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 3,724,840 20,109 SH SOLE 0 0 20,109
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 527,363 9,930 SH SOLE 0 0 9,930
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 655,754 12,901 SH SOLE 0 0 12,901
SHELL PLC SPON ADS 780259305 817,706 10,546 SH SOLE 0 0 10,546
SIMON PPTY GROUP INC NEW COM 828806109 1,747,377 7,813 SH SOLE 0 0 7,813
SONIDA SENIOR LIVING INC COM 140475203 873,038 21,398 SH SOLE 0 0 21,398
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 1,007,732 5,898 SH SOLE 0 0 5,898
SPDR GOLD TR GOLD SHS 78463V107 1,019,307 2,767 SH SOLE 0 0 2,767
SPDR SERIES TRUST ST STR SP HCSVC 78464A573 3,534,732 26,758 SH SOLE 0 0 26,758
SPDR SERIES TRUST ST STR SP BIOT 78464A870 839,042 5,302 SH SOLE 0 0 5,302
SSGA ACTIVE ETF TR ST STR TOTAL ETF 78467V848 10,321,888 261,512 SH SOLE 0 0 261,512
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 2,166,333 3,080 SH SOLE 0 0 3,080
TEMPUS AI INC CL A 88023B103 618,924 10,684 SH SOLE 0 0 10,684
TJX COS INC NEW COM 872540109 845,662 5,582 SH SOLE 0 0 5,582
UBER TECHNOLOGIES INC COM 90353T100 411,745 5,706 SH SOLE 0 0 5,706
UNION PAC CORP COM 907818108 1,493,435 5,491 SH SOLE 0 0 5,491
UNITED RENTALS INC COM 911363109 799,454 706 SH SOLE 0 0 706
UNITEDHEALTH GROUP INC COM 91324P102 1,334,487 3,211 SH SOLE 0 0 3,211
VALMONT INDS INC COM 920253101 764,742 1,324 SH SOLE 0 0 1,324
VANECK ETF TRUST URANI NUCLE ETF 92189F601 314,702 2,713 SH SOLE 0 0 2,713
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1,106,809 22,234 SH SOLE 0 0 22,234
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 10,180,214 123,173 SH SOLE 0 0 123,173
VERIZON COMMUNICATIONS INC COM 92343V104 288,414 6,812 SH SOLE 0 0 6,812
VERTIV HOLDINGS CO COM CL A 92537N108 3,263,168 9,746 SH SOLE 0 0 9,746
VIKING HOLDINGS LTD ORD SHS G93A5A101 241,997 2,312 SH SOLE 0 0 2,312
VISA INC COM CL A 92826C839 1,009,785 2,943 SH SOLE 0 0 2,943
WALMART INC COM 931142103 5,543,523 48,945 SH SOLE 0 0 48,945
WASTE MGMT INC DEL COM 94106L109 883,719 3,965 SH SOLE 0 0 3,965