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
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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
AMAZON COM INC COM Stock 023135106 12,336,819 119,505 SH SOLE 119,504 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103 984,567 1,337 SH SOLE 1,337 0 0
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 14,698,427 77,149 SH SOLE 77,149 0 0
JOHNSON & JOHNSON COM Stock 478160104 1,679,758 6,614 SH SOLE 6,614 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 353,758 956 SH SOLE 956 0 0
COSTCO WHOLESALE CORPORATION COM Stock 22160K105 15,653,980 94,120 SH SOLE 94,119 0 0
PROCTER & GAMBLE CO COM Stock 742718109 2,584,090 17,622 SH SOLE 17,622 0 0
MERCK & CO INC COM Stock 58933Y105 210,098 1,635 SH SOLE 1,635 0 0
PEPSICO INC COM Stock 713448108 1,363,072 10,067 SH SOLE 10,067 0 0
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF ETF 37954Y673 3,070,910 52,120 SH SOLE 52,120 0 0
HOME DEPOT INC COM Stock 437076102 246,171 698 SH SOLE 698 0 0
VERISK ANALYTICS INC COM Stock 92345Y106 481,140 2,680 SH SOLE 2,680 0 0
STERIS PLC SHS USD Stock G8473T100 6,879,954 32,673 SH SOLE 32,673 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 350,273 700 SH SOLE 700 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 246,943 691 SH SOLE 691 0 0
MICROSOFT CORP COM Stock 594918104 14,709,735 83,769 SH SOLE 83,768 0 0
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF ETF 81369Y852 9,439,846 104,120 SH SOLE 104,120 0 0
NEXTERA ENERGY INC COM Stock 65339F101 7,361,048 128,248 SH SOLE 128,247 0 0
VANGUARD SMALL-CAP ETF ETF 922908751 4,458,895 14,710 SH SOLE 14,710 0 0
VANGUARD MID-CAP ETF ETF 922908629 446,197 5,538 SH SOLE 5,538 0 0
TESLA INC COM Stock 88160R101 9,034,170 57,248 SH SOLE 57,247 0 0
LINDE PLC SHS Stock G54950103 11,051,140 35,074 SH SOLE 35,073 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203 11,454,682 104,126 SH SOLE 104,125 0 0
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF ETF 81369Y605 8,450,158 169,818 SH SOLE 169,817 0 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 773,533 6,472 SH SOLE 6,472 0 0
AMPHENOL CORP CL A Stock 032095101 205,413 1,165 SH SOLE 1,165 0 0
VANGUARD S&P 500 ETF ETF 922908363 25,908,413 95,210 SH SOLE 95,210 0 0
VANGUARD COMMUNICATION SERVICES ETF ETF 92204A884 368,820 2,005 SH SOLE 2,005 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 527,670 2,480 SH SOLE 2,480 0 0
ELI LILLY & CO COM Stock 532457108 2,051,025 1,710 SH SOLE 1,710 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 327,491 1,090 SH SOLE 1,090 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 516,320 4,079 SH SOLE 4,079 0 0
INVESCO AEROSPACE & DEFENSE ETF ETF 46137V100 3,702,054 20,957 SH SOLE 20,957 0 0
AMERICAN CONSERVATIVE VALUES ETF ETF 26923N108 548,566 10,060 SH SOLE 10,060 0 0
FRANCO NEV CORP COM Stock 351858105 7,293,038 69,770 SH SOLE 69,769 0 0
FIRST CTZNS BANCSHARES INC DEL CL A Stock 31946M103 780,296 375 SH SOLE 375 0 0
TRACTOR SUPPLY CO COM Stock 892356106 987,421 54,581 SH SOLE 54,580 0 0
VISA INC COM CL A Stock 92826C839 11,188,836 82,542 SH SOLE 82,542 0 0
AMERICAN TOWER CORP COM REIT 03027X100 1,781,714 35,062 SH SOLE 35,062 0 0
CONSTELLATION ENERGY CORP COM Stock 21037T109 310,235 1,249 SH SOLE 1,249 0 0
CAPITAL GROUP GROWTH ETF ETF 14020G101 13,161,370 295,409 SH SOLE 295,409 0 0
SERVICENOW INC COM Stock 81762P102 2,515,854 25,341 SH SOLE 25,341 0 0
AMBARELLA INC SHS Stock G037AX101 235,950 2,750 SH SOLE 2,750 0 0
CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108 2,243,275 37,017 SH SOLE 37,016 0 0
NVIDIA CORPORATION COM Stock 67066G104 4,386,322 30,232 SH SOLE 30,232 0 0
ABBVIE INC COM Stock 00287Y109 213,894 850 SH SOLE 850 0 0
WEST PHARMACEUTICAL SVSC INC COM Stock 955306105 13,263,643 64,183 SH SOLE 64,182 0 0
APTARGROUP INC COM Stock 038336103 1,055,436 8,430 SH SOLE 8,430 0 0
CHURCH & DWIGHT CO INC COM Stock 171340102 2,595,318 26,789 SH SOLE 26,789 0 0
STRYKER CORPORATION COM Stock 863667101 227,944 724 SH SOLE 724 0 0
FASTENAL CO COM Stock 311900104 2,351,789 48,965 SH SOLE 48,965 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 760,550 3,791 SH SOLE 3,791 0 0
VANECK URANIUM AND NUCLEAR ETF ETF 92189F601 2,380,026 20,521 SH SOLE 20,521 0 0
STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 5,575,382 104,978 SH SOLE 104,978 0 0
GE VERNOVA INC COM Stock 36828A101 277,267 236 SH SOLE 236 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556 5,881,436 30,924 SH SOLE 30,924 0 0
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF ETF 81369Y704 5,884,201 31,767 SH SOLE 31,767 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 254,623 340 SH SOLE 340 0 0
SITEONE LANDSCAPE SUPPLY INC COM Stock 82982L103 5,134,183 76,324 SH SOLE 76,324 0 0
ECOLAB INC COM Stock 278865100 12,895,255 112,703 SH SOLE 112,702 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 3,703,320 41,455 SH SOLE 41,455 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 359,408 1,098 SH SOLE 1,098 0 0
DANAHER CORP DEL COM Stock 235851102 1,905,854 46,676 SH SOLE 46,676 0 0
M & T BK CORP COM Stock 55261F104 2,456,733 10,322 SH SOLE 10,321 0 0
WALMART INC COM Stock 931142103 217,119 1,917 SH SOLE 1,917 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 6,808,938 24,213 SH SOLE 24,213 0 0
RTX CORPORATION COM Stock 75513E101 2,870,994 15,132 SH SOLE 15,132 0 0
TEXAS INSTRS INC COM Stock 882508104 257,831 865 SH SOLE 865 0 0
CATERPILLAR INC COM Stock 149123101 1,544,105 1,450 SH SOLE 1,450 0 0
WOODWARD INC COM Stock 980745103 765,792 1,800 SH SOLE 1,800 0 0
ANALOG DEVICES INC COM Stock 032654105 12,246,321 94,995 SH SOLE 94,994 0 0
GARTNER INC COM Stock 366651107 37,409 28,406 SH SOLE 28,406 0 0
LITTELFUSE INC COM Stock 537008104 382,477 840 SH SOLE 840 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 361,820 2,000 SH SOLE 2,000 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 1,569,562 17,120 SH SOLE 17,120 0 0
DEVON ENERGY CORP NEW COM Stock 25179M103 2,822,239 68,302 SH SOLE 68,302 0 0
STATE STREET UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 2,288,083 50,465 SH SOLE 50,465 0 0
FIRST TRUST NASDAQ CYBERSECURITY ETF ETF 33734X846 4,720,360 52,536 SH SOLE 52,536 0 0
APPLE INC COM Stock 037833100 19,237,033 93,389 SH SOLE 93,389 0 0
ABBOTT LABORATORIES COM Stock 002824100 314,557 40,581 SH SOLE 40,580 0 0