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 11,749,756 72,570 SH SOLE 72,570 0 0
ABBVIE INC COM 00287Y109 4,105,037 16,313 SH SOLE 16,313 0 0
AEROVIRONMENT INC COM 008073108 224,825 1,362 SH SOLE 1,362 0 0
ALPHABET INC CAP STK CL A 02079K305 16,691,216 46,706 SH SOLE 46,706 0 0
ALPHABET INC CAP STK CL C 02079K107 920,778 2,606 SH SOLE 2,606 0 0
AMAZON COM INC COM 023135106 14,393,353 60,390 SH SOLE 60,390 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 4,058,546 30,845 SH SOLE 30,845 0 0
AMPHENOL CORP CL A 032095101 1,586,981 9,001 SH SOLE 9,001 0 0
APPLE INC COM 037833100 11,881,712 41,062 SH SOLE 41,062 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227,677 455 SH SOLE 455 0 0
BHP BILLITON LIMITED SPONSORED ADS 088606108 4,622,205 55,482 SH SOLE 55,482 0 0
BITMINE IMMERSION TECHS INC COM NEW 09175A206 8,164,767 613,431 SH SOLE 613,431 0 0
BLACKROCK ETF TRUST II ISHA FLEX IN ETF 092528603 30,485,399 582,449 SH SOLE 582,449 0 0
BLACKROCK INC COM 09290D101 3,550,080 3,692 SH SOLE 3,692 0 0
BOEING CO COM 097023105 9,960,434 46,013 SH SOLE 46,013 0 0
BROADCOM INC COM 11135F101 6,548,296 17,335 SH SOLE 17,335 0 0
CANADIAN NATL RY CO COM 136375102 4,566,177 38,294 SH SOLE 38,294 0 0
CHEVRON CORPORATION COM 166764100 3,638,764 21,952 SH SOLE 21,952 0 0
CONSTELLATION ENERGY CORP COM 21037T109 3,879,043 15,618 SH SOLE 15,618 0 0
CORTEVA INC COM 22052L104 4,053,297 47,860 SH SOLE 47,860 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 3,788,633 4,050 SH SOLE 4,050 0 0
CUMMINS INC COM 231021106 4,463,061 6,258 SH SOLE 6,258 0 0
DOUBLELINE INCOME SOLUTIONS COM 258622109 831,646 75,194 SH SOLE 75,194 0 0
EATON CORP PLC SHS G29183103 4,397,237 10,319 SH SOLE 10,319 0 0
ECOLAB INC COM 278865100 4,053,497 14,549 SH SOLE 14,549 0 0
ELI LILLY & CO COM 532457108 13,072,817 10,899 SH SOLE 10,899 0 0
EQUINIX INC COM 29444U700 1,453,339 1,394 SH SOLE 1,394 0 0
EXXON MOBIL CORP COM 30231G102 9,585,827 70,113 SH SOLE 70,113 0 0
FREEPORT MCMORAN INC CL B 35671D857 12,988,082 206,521 SH SOLE 206,521 0 0
GARMIN LTD SHS H2906T109 4,443,423 18,706 SH SOLE 18,706 0 0
GLOBAL X FDS GLBL X MLP ETF 37954Y343 3,757,108 70,782 SH SOLE 70,782 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 1,457,760 37,331 SH SOLE 37,331 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 1,588,337 45,813 SH SOLE 45,813 0 0
HUDBAY MINERALS INC COM 443628102 2,043,264 86,542 SH SOLE 86,542 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,772,245 13,947 SH SOLE 13,947 0 0
INFLEQTION INC COM SHS 45676K103 2,966,191 222,687 SH SOLE 222,687 0 0
INNODATA INC COM NEW 457642205 1,608,645 21,284 SH SOLE 21,284 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,958,312 14,076 SH SOLE 14,076 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2,162,297 7,137 SH SOLE 7,137 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4,086,238 19,205 SH SOLE 19,205 0 0
IONQ INC COM 46222L108 1,823,995 34,247 SH SOLE 34,247 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 7,606,199 228,483 SH SOLE 228,483 0 0
ISHARES ETHEREUM TR SHS 46438R105 492,615 41,431 SH SOLE 41,431 0 0
ISHARES TR 20 YR TR BD ETF 464287432 19,719,348 228,180 SH SOLE 228,180 0 0
ISHARES TR IBOXX HI YD ETF 464288513 19,279,486 241,084 SH SOLE 241,084 0 0
ISHARES TR IBOXX INV CP ETF 464287242 16,933,314 155,252 SH SOLE 155,252 0 0
JANUS DETROIT STR TR B-BBB CLO ETF 47103U753 768,064 16,221 SH SOLE 16,221 0 0
JPMORGAN CHASE & CO COM 46625H100 4,190,176 12,801 SH SOLE 12,801 0 0
KIMBERLY-CLARK CORP COM 494368103 4,148,059 37,789 SH SOLE 37,789 0 0
KINDER MORGAN INC DEL COM 49456B101 3,789,500 118,533 SH SOLE 118,533 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 4,010,723 13,802 SH SOLE 13,802 0 0
LOUISIANA PAC CORP COM 546347105 10,278,434 130,669 SH SOLE 130,669 0 0
LOWES COS INC COM 548661107 3,891,869 17,651 SH SOLE 17,651 0 0
MANITOWOC CO INC COM NEW 563571405 1,401,959 100,933 SH SOLE 100,933 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,683,026 7,171 SH SOLE 7,171 0 0
MCDONALDS CORP COM 580135101 3,807,195 14,085 SH SOLE 14,085 0 0
META PLATFORMS INC CL A 30303M102 275,449 489 SH SOLE 489 0 0
MICROSOFT CORP COM 594918104 16,110,794 43,190 SH SOLE 43,190 0 0
NEWMONT CORP COM 651639106 4,601,995 49,272 SH SOLE 49,272 0 0
NEXTERA ENERGY INC COM 65339F101 8,740,488 99,584 SH SOLE 99,584 0 0
NVIDIA CORPORATION COM 67066G104 24,203,931 120,965 SH SOLE 120,965 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,266,606 13,754 SH SOLE 13,754 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,799,285 15,422 SH SOLE 15,422 0 0
PARKER-HANNIFIN CORP COM 701094104 5,079,377 5,193 SH SOLE 5,193 0 0
PHILIP MORRIS INTL INC COM 718172109 3,796,928 20,988 SH SOLE 20,988 0 0
POOL CORP COM 73278L105 1,210,491 5,633 SH SOLE 5,633 0 0
POWELL INDS INC COM 739128106 3,336,564 11,652 SH SOLE 11,652 0 0
PROCTER & GAMBLE CO COM 742718109 3,861,270 26,332 SH SOLE 26,332 0 0
QUANTA SVCS INC COM 74762E102 18,251,172 25,347 SH SOLE 25,347 0 0
QUANTINUUM INC CL A COM 74768A104 10,505,634 128,525 SH SOLE 128,525 0 0
RBB FD INC F/M US TREASURY 74933W452 548,211 10,995 SH SOLE 10,995 0 0
REDDIT INC CL A 75734B100 951,218 5,480 SH SOLE 5,480 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,717,735 3,470 SH SOLE 3,470 0 0
ROPER TECHNOLOGIES INC COM 776696106 3,572,722 10,558 SH SOLE 10,558 0 0
RTX CORPORATION COM 75513E101 4,519,748 23,822 SH SOLE 23,822 0 0
SHERWIN WILLIAMS CO COM 824348106 3,766,516 10,939 SH SOLE 10,939 0 0
SPDR SERIES TRUST ST STR P500ETF 78464A854 239,352 2,724 SH SOLE 2,724 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 390,611 523 SH SOLE 523 0 0
STERIS PLC SHS USD G8473T100 3,128,228 14,856 SH SOLE 14,856 0 0
STRATEGY INC CL A NEW 594972408 12,183,153 140,149 SH SOLE 140,149 0 0
STRATEGY INC CL A NEW 594972408 173,860 2,000 SH Call SOLE 2,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,943,741 6,164 SH SOLE 6,164 0 0
TARGET CORP COM 87612E106 230,788 1,767 SH SOLE 1,767 0 0
TESLA INC COM 88160R101 14,095,568 33,513 SH SOLE 33,513 0 0
TJX COS INC NEW COM 872540109 425,715 2,810 SH SOLE 2,810 0 0
TRANSDIGM GROUP INC COM 893641100 1,166,089 875 SH SOLE 875 0 0
TRANSMEDICS GROUP INC COM 89377M109 1,006,927 15,160 SH SOLE 15,160 0 0
UNITEDHEALTH GROUP INC COM 91324P102 18,400,176 44,271 SH SOLE 44,271 0 0
VANGUARD BD INDEX FDS LONG TERM BOND 921937793 25,533,254 370,423 SH SOLE 370,423 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,457,213 81,654 SH SOLE 81,654 0 0
VISA INC COM CL A 92826C839 10,199,249 29,728 SH SOLE 29,728 0 0
WABTEC COM 929740108 1,394,152 5,171 SH SOLE 5,171 0 0
WALMART INC COM 931142103 3,833,617 33,848 SH SOLE 33,848 0 0
XCEL ENERGY INC COM 98389B100 3,533,248 44,001 SH SOLE 44,001 0 0