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
Apple Inc Com 037833100 115,413,113 398,856 SH SOLE 398,856 0 0
AbbVie Inc Com 00287Y109 42,946,748 170,667 SH SOLE 170,667 0 0
Abbott Laboratories Com 002824100 862,507 9,505 SH SOLE 9,505 0 0
Analog Devices Inc Com 032654105 325,679 820 SH SOLE 820 0 0
Automatic Data Processing Inc Com 053015103 701,720 3,133 SH SOLE 3,133 0 0
Applied Materials Inc Com 038222105 578,400 800 SH SOLE 800 0 0
Advanced Micro Devices Com 007903107 4,870,930 8,385 SH SOLE 8,385 0 0
Amgen Inc Com 031162100 8,034,936 22,188 SH SOLE 22,188 0 0
American Tower Corp Com 03027X100 4,849,067 29,645 SH SOLE 29,645 0 0
Amazon.com Inc Com 023135106 55,009,225 230,801 SH SOLE 230,801 0 0
Amphenol Corp Com 032095101 1,087,365 6,167 SH SOLE 6,167 0 0
ASML Holding NV Com N07059210 3,999,769 2,010 SH SOLE 2,010 0 0
Broadcom Inc Com 11135F101 158,118,279 418,579 SH SOLE 418,579 0 0
American Express Co Com 025816109 598,510 1,769 SH SOLE 1,769 0 0
Boeing Co Com 097023105 518,445 2,395 SH SOLE 2,395 0 0
Bank of America Corp Com 060505104 4,079,449 71,594 SH SOLE 71,594 0 0
Invesco Senior Loan Com 46138G508 3,030,709 148,783 SH SOLE 148,783 0 0
BlackRock Inc Com 09290D101 8,711,086 9,059 SH SOLE 9,059 0 0
Berkshire Hathaway Inc Class B Com 084670702 462,860 925 SH SOLE 925 0 0
Boston Scientific Com 101137107 429,320 10,059 SH SOLE 10,059 0 0
Blackstone Inc Com 09260D107 29,370,708 249,602 SH SOLE 249,602 0 0
Citigroup Inc Com 172967424 17,808,055 127,236 SH SOLE 127,236 0 0
Caterpillar Inc Com 149123101 2,725,079 2,559 SH SOLE 2,559 0 0
Crown Castle Inc Com 22822V101 279,973 3,697 SH SOLE 3,697 0 0
Constellation Energy Com 21037T109 4,641,164 18,686 SH SOLE 18,686 0 0
Cummins Inc Com 231021106 12,883,641 18,064 SH SOLE 18,064 0 0
ConocoPhillips Com 20825C104 634,072 6,099 SH SOLE 6,099 0 0
Costco Wholesale Corp Com 22160K105 38,132,400 40,762 SH SOLE 40,762 0 0
Chesapeake Utilities Corp Com 165303108 551,160 4,500 SH SOLE 4,500 0 0
Salesforce Inc Com 79466L302 2,291,622 14,628 SH SOLE 14,628 0 0
Crowdstrike Hldgs Inc Cl A Com 22788C105 31,941,224 41,855 SH SOLE 41,855 0 0
Cisco Systems Inc Com 17275R102 35,888,865 305,541 SH SOLE 305,541 0 0
Chevron Corp Com 166764100 12,127,587 73,163 SH SOLE 73,163 0 0
Deere & Company Com 244199105 291,791 460 SH SOLE 460 0 0
Dell Technologies -C Com 24703L202 18,118,299 41,993 SH SOLE 41,993 0 0
iShares Core Dividend Growth ETF Com 46434V621 918,044 12,113 SH SOLE 12,113 0 0
Danaher Corp Com 235851102 922,494 4,843 SH SOLE 4,843 0 0
Walt Disney Co Com 254687106 1,643,613 17,076 SH SOLE 17,076 0 0
Digital Realty Trust Inc Com 253868103 7,931,689 44,168 SH SOLE 44,168 0 0
Darden Restaurants Inc. Com 237194105 3,071,609 14,910 SH SOLE 14,910 0 0
iShares MSCI Emerging Markets ETF Com 464287234 664,466 9,713 SH SOLE 9,713 0 0
Emerson Electric Co Com 291011104 17,465,874 122,011 SH SOLE 122,011 0 0
Enbridge Inc Com 29250N105 6,313,513 116,464 SH SOLE 116,464 0 0
Enterprise Products Partners LP Com 293792107 7,425,140 201,989 SH SOLE 201,989 0 0
Equinix Inc Com 29444U700 21,243,897 20,379 SH SOLE 20,379 0 0
Energy Transfer LP Com 29273V100 5,644,147 295,196 SH SOLE 295,196 0 0
Eaton Corp PLC Com G29183103 27,152,960 63,721 SH SOLE 63,721 0 0
Entergy Corp Com 29364G103 242,584 2,112 SH SOLE 2,112 0 0
Fidelity Blue Chip Growth ETF Com 316092352 2,488,064 40,059 SH SOLE 40,059 0 0
General Dynamics Corporation Com 369550108 297,561 840 SH SOLE 840 0 0
Ge Vernova Inc Com 36828A101 14,924,849 12,703 SH SOLE 12,703 0 0
Corning Inc Com 219350105 330,526 1,294 SH SOLE 1,294 0 0
Alphabet Inc Class C Com 02079K107 32,639,156 92,375 SH SOLE 92,375 0 0
Alphabet Inc Class A Com 02079K305 56,209,709 157,287 SH SOLE 157,287 0 0
Goldman Sachs Group Inc Com 38141G104 20,642,064 20,410 SH SOLE 20,410 0 0
Goldman Sachs Access Ultra Short Bd ETF Com 381430230 6,512,453 128,768 SH SOLE 128,768 0 0
Home Depot Inc Com 437076102 20,719,793 58,749 SH SOLE 58,749 0 0
Horizon Technology Finance C Com 44045A102 56,760 12,000 SH SOLE 12,000 0 0
iShares Biotechnology ETF Com 464287556 1,273,512 6,696 SH SOLE 6,696 0 0
International Business Machines Com 459200101 20,792,201 73,938 SH SOLE 73,938 0 0
IDEXX Labs Corp Com 45168D104 441,683 839 SH SOLE 839 0 0
iShares Morningstar Growth ETF Com 464287119 923,872 7,895 SH SOLE 7,895 0 0
Intel Corp Com 458140100 1,391,099 9,962 SH SOLE 9,962 0 0
Iron Mountain Inc Com 46284V101 39,972,769 316,465 SH SOLE 316,465 0 0
iShares Morningstar Small-Cap Growth ETF Com 464288604 353,653 5,396 SH SOLE 5,396 0 0
Intuitive Surgical Inc Com 46120E602 261,673 658 SH SOLE 658 0 0
iShares Core S&P 500 Com 464287200 435,853 582 SH SOLE 582 0 0
iShares Russell 1000 ETF Com 464287622 365,683 893 SH SOLE 893 0 0
iShares Russell 1000 Growth ETF Com 464287614 330,292 2,660 SH SOLE 2,660 0 0
iShares Russell 2000 ETF Com 464287655 658,436 2,191 SH SOLE 2,191 0 0
iShares Dow Jones US Financial Services Sector Index Com 464287770 217,128 2,400 SH SOLE 2,400 0 0
iShares U.S. Industrials ETF Com 464287754 249,975 1,500 SH SOLE 1,500 0 0
iShares Dow Jones US Real Estate Com 464287739 517,364 5,059 SH SOLE 5,059 0 0
iShares U.S. Technology ETF Com 464287721 1,712,137 6,788 SH SOLE 6,788 0 0
JPMorgan Ultra-Short Municipal Inc ETF Com 46641Q654 599,250 11,750 SH SOLE 11,750 0 0
Johnson & Johnson Com 478160104 9,200,824 36,227 SH SOLE 36,227 0 0
JP Morgan Chase & Co. Com 46625H100 38,806,179 118,553 SH SOLE 118,553 0 0
JPMorgan Ultra-Short Income ETF Com 46641Q837 3,831,688 75,770 SH SOLE 75,770 0 0
Joint Corp Com 47973J102 439,000 50,000 SH SOLE 50,000 0 0
Kimco Realty Corp Com 49446R109 275,628 10,872 SH SOLE 10,872 0 0
KKR & Co Inc A Com 48251W104 24,049,041 262,029 SH SOLE 262,029 0 0
Kinder Morgan Inc Com 49456B101 5,270,658 164,862 SH SOLE 164,862 0 0
Coca Cola Company Com 191216100 12,251,017 150,744 SH SOLE 150,744 0 0
L3 Harris Technologies Inc Com 502431109 3,560,363 12,252 SH SOLE 12,252 0 0
Eli Lilly and Company Com 532457108 16,810,941 14,015 SH SOLE 14,015 0 0
Lockheed Martin Corp Com 539830109 266,447 523 SH SOLE 523 0 0
Lowe's Companies Inc Com 548661107 260,445 1,181 SH SOLE 1,181 0 0
Lam Research Corp Com 512807306 610,995 1,410 SH SOLE 1,410 0 0
Mastercard Inc Com 57636Q104 20,122,694 39,179 SH SOLE 39,179 0 0
MainStreet Capital Corp Com 56035L104 25,888,048 498,998 SH SOLE 498,998 0 0
Marriott Intl Inc Cl A Com 571903202 381,202 1,028 SH SOLE 1,028 0 0
McDonald's Corporation Com 580135101 5,726,185 21,183 SH SOLE 21,183 0 0
Mondelez Intl Inc Com 609207105 1,201,044 20,764 SH SOLE 20,764 0 0
Mercadolibre Inc Com 58733R102 667,074 393 SH SOLE 393 0 0
Meta Platforms Inc Com 30303M102 2,605,948 4,626 SH SOLE 4,626 0 0
Altria Group Inc Com 02209S103 353,881 4,918 SH SOLE 4,918 0 0
Modine Manufacturing Co Com 607828100 218,956 820 SH SOLE 820 0 0
Marathon Petroleum Corp Com 56585A102 7,534,339 29,469 SH SOLE 29,469 0 0
MPLX LP Com 55336V100 5,134,197 91,145 SH SOLE 91,145 0 0
Merck & Co Inc Com 58933Y105 1,558,962 12,132 SH SOLE 12,132 0 0
Marvell Technology Inc Com 573874104 22,499,034 75,527 SH SOLE 75,527 0 0
Morgan Stanley Com 617446448 6,976,210 33,372 SH SOLE 33,372 0 0
Microsoft Corp Com 594918104 59,897,042 160,573 SH SOLE 160,573 0 0
Micron Technology Inc Com 595112103 90,491,924 78,396 SH SOLE 78,396 0 0
NextEra Energy Inc Com 65339F101 3,928,469 44,758 SH SOLE 44,758 0 0
Netflix Inc Com 64110L106 1,126,406 15,776 SH SOLE 15,776 0 0
Norfolk Southern Corp Com 655844108 206,371 656 SH SOLE 656 0 0
Nvidia Corp Com 67066G104 147,467,655 737,006 SH SOLE 737,006 0 0
Oneok Inc Com 682680103 345,238 3,971 SH SOLE 3,971 0 0
Oracle Corporation Com 68389X105 13,235,600 90,314 SH SOLE 90,314 0 0
Palo Alto Networks Com Com 697435105 76,566,615 224,522 SH SOLE 224,522 0 0
Invesco CEF Income Composite Com 46138E404 3,990,903 196,499 SH SOLE 196,499 0 0
Pepsico Incorporated Com 713448108 4,347,721 32,110 SH SOLE 32,110 0 0
Pfizer Inc Com 717081103 6,941,286 288,259 SH SOLE 288,259 0 0
Procter & Gamble Co Com 742718109 2,015,069 13,741 SH SOLE 13,741 0 0
ProLogis Inc Com 74340W103 5,683,045 41,950 SH SOLE 41,950 0 0
Palantir Tech Inc Com CL A Com 69608A108 806,476 6,912 SH SOLE 6,912 0 0
Philip Morris International Inc Com 718172109 546,742 3,022 SH SOLE 3,022 0 0
Public Storage Inc Com 74460D109 454,864 1,429 SH SOLE 1,429 0 0
Phillips 66 Com 718546104 12,874,870 76,160 SH SOLE 76,160 0 0
Quanta Services Inc Com 74762E102 82,518,811 114,603 SH SOLE 114,603 0 0
Qualcomm Incorporated Com 747525103 5,107,749 27,640 SH SOLE 27,640 0 0
Proshares Ultra QQQ Com 74347R206 630,875 6,520 SH SOLE 6,520 0 0
Invesco QQQ Trust Series 1 Com 46090E103 442,281 600 SH SOLE 600 0 0
Royal Caribbean Cruises Com V7780T103 354,681 1,117 SH SOLE 1,117 0 0
Polo Ralph Lauren Corp Cl A Com 751212101 2,556,981 6,370 SH SOLE 6,370 0 0
RTX Corporation Com 75513E101 21,765,722 114,719 SH SOLE 114,719 0 0
Royal Bank of Canada Com 780087102 213,800 1,033 SH SOLE 1,033 0 0
Starbucks Corp Com 855244109 1,822,959 17,838 SH SOLE 17,838 0 0
Shell PLC A Spons ADR Com 780259305 12,271,399 158,258 SH SOLE 158,258 0 0
Sherwin Williams Co Com 824348106 1,165,867 3,386 SH SOLE 3,386 0 0
iShares 0-5 Year High Yield Corporate Bond Com 46434V407 5,102,113 120,304 SH SOLE 120,304 0 0
SPDR Bloomberg Short Term High Yield Bond ETF Com 78468R408 4,377,426 174,887 SH SOLE 174,887 0 0
Simon Property Group Inc Com 828806109 2,895,820 12,948 SH SOLE 12,948 0 0
SPDR S&P 500 Trust Com 78462F103 599,656 803 SH SOLE 803 0 0
SPDR Blackstone / GSO Senior Loan ETF Com 78467V608 3,304,730 82,023 SH SOLE 82,023 0 0
Starwood Property Trust Inc Com 85571B105 2,669,235 162,957 SH SOLE 162,957 0 0
Seagate Technology Com G7997R103 3,014,660 3,124 SH SOLE 3,124 0 0
AT&T Inc Com 00206R102 6,942,022 335,363 SH SOLE 335,363 0 0
Toronto-Dominion Bank Com 891160509 704,901 5,805 SH SOLE 5,805 0 0
TJX Companies Inc Com 872540109 3,528,548 23,290 SH SOLE 23,290 0 0
Thermo Fisher Scientific Inc Com 883556102 3,795,921 7,571 SH SOLE 7,571 0 0
TC Energy Corp Com 87807B107 227,440 3,431 SH SOLE 3,431 0 0
Tesla Inc Com 88160R101 4,162,257 9,896 SH SOLE 9,896 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR Com 874039100 36,584,550 76,605 SH SOLE 76,605 0 0
Texas Instruments Inc Com 882508104 2,349,028 7,880 SH SOLE 7,880 0 0
UnitedHealth Group Inc Com 91324P102 1,879,167 4,521 SH SOLE 4,521 0 0
United Rentals Inc Com 911363109 877,989 775 SH SOLE 775 0 0
Visa Inc Com 92826C839 39,719,537 115,770 SH SOLE 115,770 0 0
Valero Energy Corp Com 91913Y100 22,503,794 86,406 SH SOLE 86,406 0 0
Vanguard S&P 500 Com 922908363 405,904 591 SH SOLE 591 0 0
Verizon Communications Com 92343V104 4,941,980 116,721 SH SOLE 116,721 0 0
Waste Management Inc Com 94106L109 587,511 2,636 SH SOLE 2,636 0 0
Williams Companies Com 969457100 34,242,915 460,625 SH SOLE 460,625 0 0
Walmart Inc Com 931142103 22,839,357 201,654 SH SOLE 201,654 0 0
Watsco Inc Com 942622200 380,474 913 SH SOLE 913 0 0
SPDR S&P Biotech Com 78464A870 231,784 1,464 SH SOLE 1,464 0 0
Exxon Mobil Corporation Com 30231G102 17,982,911 131,530 SH SOLE 131,530 0 0