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 8,167,964 32,458 SH SOLE 0 0 32,458
ADVANCED MICRO DEVICES INC COM 007903107 1,448,791 2,494 SH SOLE 130 0 2,364
AFLAC INC COM 001055102 306,140 2,611 SH SOLE 0 0 2,611
AIR PRODUCTS AND CHEMICALS I COM 009158106 205,520 701 SH SOLE 0 0 701
ALLSTATE CORP COM 020002101 257,451 1,082 SH SOLE 0 0 1,082
ALPHABET INC CAP STK CL A 02079K305 1,989,834 5,568 SH SOLE 0 0 5,568
ALPHABET INC CAP STK CL C 02079K107 22,475,652 63,610 SH SOLE 9 0 63,601
AMAZON COM INC COM 023135106 10,938,616 45,895 SH SOLE 12 0 45,883
AMERICAN ELEC PWR CO INC COM 025537101 4,408,260 32,221 SH SOLE 0 0 32,221
AMGEN INC COM 031162100 426,578 1,178 SH SOLE 0 0 1,178
AMPHENOL CORP CL A 032095101 2,958,845 16,781 SH SOLE 7 0 16,774
ANALOG DEVICES INC COM 032654105 623,160 1,569 SH SOLE 0 0 1,569
APPLE INC COM 037833100 39,024,469 134,864 SH SOLE 9 0 134,855
ARISTA NETWORKS INC COM SHS 040413205 2,816,458 16,579 SH SOLE 7 0 16,572
ARM HOLDINGS PLC SPONSORED ADS 042068205 367,689 1,037 SH SOLE 0 0 1,037
AUTOMATIC DATA PROCESSING IN COM 053015103 249,927 1,116 SH SOLE 0 0 1,116
BANK OF NY MELLON CORP COM 064058100 215,035 1,487 SH SOLE 0 0 1,487
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 388,804 777 SH SOLE 0 0 777
BLACKROCK INC COM 09290D101 773,096 804 SH SOLE 0 0 804
BLACKSTONE INC COM 09260D107 2,578,612 21,914 SH SOLE 0 0 21,914
BROADCOM INC COM 11135F101 21,005,295 55,605 SH SOLE 2 0 55,603
CATERPILLAR INC COM 149123101 10,385,079 9,752 SH SOLE 0 0 9,752
CHUBB LIMITED COM H1467J104 223,866 657 SH SOLE 0 0 657
CISCO SYS INC COM 17275R102 463,091 3,942 SH SOLE 0 0 3,942
COREWEAVE INC COM CL A 21873S108 649,186 6,521 SH SOLE 2 0 6,519
COSTCO WHOLESALE CORPORATION COM 22160K105 8,666,141 9,263 SH SOLE 0 0 9,263
CROWDSTRIKE HLDGS INC CL A 22788C105 217,495 285 SH SOLE 0 0 285
CUMMINS INC COM 231021106 363,024 509 SH SOLE 0 0 509
DEERE & CO COM 244199105 862,054 1,359 SH SOLE 0 0 1,359
DOVER CORP COM 260003108 4,665,627 20,802 SH SOLE 0 0 20,802
ELBIT SYS LTD ORD M3760D101 299,695 395 SH SOLE 0 0 395
ELI LILLY & CO COM 532457108 407,807 340 SH SOLE 0 0 340
EMERSON ELEC CO COM 291011104 219,878 1,536 SH SOLE 0 0 1,536
EXXON MOBIL CORP COM 30231G102 3,976,851 29,087 SH SOLE 0 0 29,087
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 597,737 2,258 SH SOLE 0 0 2,258
GENERAL DYNAMICS CORP COM 369550108 6,179,938 17,445 SH SOLE 0 0 17,445
GENUINE PARTS CO COM 372460105 3,117,157 26,420 SH SOLE 0 0 26,420
GOLDMAN SACHS GROUP INC COM 38141G104 314,536 311 SH SOLE 0 0 311
HOME DEPOT INC COM 437076102 9,555,746 27,094 SH SOLE 0 0 27,094
HOWMET AEROSPACE INC COM 443201108 3,768,898 14,018 SH SOLE 5 0 14,013
HUBBELL INC COM 443510607 4,364,108 8,341 SH SOLE 0 0 8,341
ILLINOIS TOOL WKS INC COM 452308109 4,793,841 17,724 SH SOLE 0 0 17,724
INTEL CORP COM 458140100 298,669 2,139 SH SOLE 0 0 2,139
INTERNATIONAL BUSINESS MACHS COM 459200101 409,443 1,456 SH SOLE 0 0 1,456
ISHARES TR S&P 500 GRWT ETF 464287309 253,193 1,841 SH SOLE 0 0 1,841
JOHNSON & JOHNSON COM 478160104 8,004,995 31,519 SH SOLE 0 0 31,519
JPMORGAN CHASE & CO COM 46625H100 10,871,569 33,212 SH SOLE 0 0 33,212
KLA CORP COM NEW 482480100 7,691,136 25,491 SH SOLE 0 0 25,491
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 372,079 7,463 SH SOLE 0 0 7,463
L3HARRIS TECHNOLOGIES INC COM 502431109 215,037 740 SH SOLE 0 0 740
LAM RESEARCH CORP COM NEW 512807306 24,349,249 56,191 SH SOLE 12 0 56,179
LINDE PLC SHS G54950103 503,372 970 SH SOLE 0 0 970
LOWES COS INC COM 548661107 3,669,071 16,640 SH SOLE 0 0 16,640
MASTERCARD INCORPORATED CL A 57636Q104 2,959,954 5,763 SH SOLE 2 0 5,761
MCDONALDS CORP COM 580135101 4,733,975 17,513 SH SOLE 0 0 17,513
MERCK & CO INC COM 58933Y105 6,366,948 49,547 SH SOLE 0 0 49,547
META PLATFORMS INC CL A 30303M102 18,173,771 32,263 SH SOLE 4 0 32,259
MICRON TECHNOLOGY INC COM 595112103 8,350,125 7,234 SH SOLE 2 0 7,232
MICROSOFT CORP COM 594918104 21,524,957 57,704 SH SOLE 5 0 57,699
MUELLER INDS INC COM 624756102 526,756 4,285 SH SOLE 0 0 4,285
NETFLIX INC. COM 64110L106 3,441,841 48,205 SH SOLE 10 0 48,195
NEXTERA ENERGY INC COM 65339F101 5,060,368 57,654 SH SOLE 0 0 57,654
NORFOLK SOUTHN CORP COM 655844108 244,751 778 SH SOLE 0 0 778
NORTHROP GRUMMAN CORP COM 666807102 518,477 1,018 SH SOLE 0 0 1,018
NUCOR CORP COM 670346105 5,324,171 23,901 SH SOLE 0 0 23,901
NVIDIA CORPORATION COM 67066G104 79,264,596 396,144 SH SOLE 600 0 395,544
OKLO INC COM CL A 02156V109 610,482 11,666 SH SOLE 0 0 11,666
ORACLE CORP COM 68389X105 8,951,391 61,080 SH SOLE 12 0 61,068
PALANTIR TECHNOLOGIES INC CL A 69608A108 12,079,542 103,536 SH SOLE 115 0 103,421
PALO ALTO NETWORKS INC COM 697435105 7,962,097 23,348 SH SOLE 10 0 23,338
PARKER-HANNIFIN CORP COM 701094104 3,822,520 3,908 SH SOLE 0 0 3,908
PEPSICO INC COM 713448108 2,626,206 19,395 SH SOLE 0 0 19,395
PHILIP MORRIS INTL INC COM 718172109 336,212 1,858 SH SOLE 0 0 1,858
PHILLIPS 66 COM 718546104 4,230,669 25,026 SH SOLE 0 0 25,026
PNC FINL SVCS GROUP INC COM 693475105 2,269,284 9,216 SH SOLE 0 0 9,216
POWELL INDS INC COM 739128106 8,859,650 30,939 SH SOLE 9 0 30,930
PROCTER & GAMBLE CO COM 742718109 4,132,357 28,180 SH SOLE 0 0 28,180
PROVIDENT FINL SVCS INC COM 74386T105 368,453 15,586 SH SOLE 0 0 15,586
QUANTA SVCS INC COM 74762E102 4,202,096 5,836 SH SOLE 1 0 5,835
RTX CORPORATION COM 75513E101 6,910,803 36,424 SH SOLE 0 0 36,424
SHERWIN WILLIAMS CO COM 824348106 288,884 839 SH SOLE 0 0 839
SOUTHERN CO COM 842587107 3,140,323 32,810 SH SOLE 0 0 32,810
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 1,214,836 7,110 SH SOLE 55 0 7,055
SPDR SERIES TRUST ST STR P500GRW 78464A409 485,023 4,076 SH SOLE 0 0 4,076
SPDR SERIES TRUST ST STR P400MID 78464A847 249,567 3,694 SH SOLE 0 0 3,694
SPDR SERIES TRUST ST STR SP600 SML 78468R853 204,262 3,542 SH SOLE 0 0 3,542
SPDR SERIES TRUST ST STR P500ETF 78464A854 256,083 2,914 SH SOLE 0 0 2,914
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 239,777 459 SH SOLE 0 0 459
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,451,996 1,944 SH SOLE 0 0 1,944
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 599,245 852 SH SOLE 0 0 852
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 236,398 495 SH SOLE 0 0 495
TESLA INC COM 88160R101 7,513,597 17,864 SH SOLE 4 0 17,860
TEXAS INSTRS INC COM 882508104 4,630,533 15,535 SH SOLE 0 0 15,535
UBER TECHNOLOGIES INC COM 90353T100 1,388,189 19,238 SH SOLE 4 0 19,234
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 470,962 685 SH SOLE 0 0 685
VANGUARD INDEX FDS GROWTH ETF 922908736 640,093 7,430 SH SOLE 0 0 7,430
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 272,020 3,248 SH SOLE 0 0 3,248
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 243,483 1,029 SH SOLE 0 0 1,029
VANGUARD STAR FDS VG TL INTL STK F 921909768 227,678 2,663 SH SOLE 0 0 2,663
VANGUARD WORLD FD INF TECH ETF 92204A702 201,750 1,688 SH SOLE 0 0 1,688
VERIZON COMMUNICATIONS INC COM 92343V104 2,850,991 67,335 SH SOLE 0 0 67,335
VERTIV HOLDINGS CO COM CL A 92537N108 7,750,074 23,147 SH SOLE 6 0 23,141
VISA INC COM CL A 92826C839 5,570,739 16,237 SH SOLE 3 0 16,234
VISTRA CORP COM 92840M102 1,760,328 11,097 SH SOLE 2 0 11,095
WALMART INC COM 931142103 8,802,914 77,723 SH SOLE 0 0 77,723
WASTE MGMT INC DEL COM 94106L109 5,310,552 23,826 SH SOLE 0 0 23,826
YUM BRANDS INC COM 988498101 215,491 1,348 SH SOLE 0 0 1,348