The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| BERKSHIRE HATHAWAY INC | CL B | 084670702 | 488,881 | 977 | SH | SOLE | 977 | 0 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | 250,252 | 235 | SH | SOLE | 235 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 3,641,753 | 21,412 | SH | SOLE | 21,412 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 817,376 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
| WALT DISNEY CO | COM | 254687106 | 3,770,584 | 38,872 | SH | SOLE | 38,872 | 0 | 0 | ||
| FIGMA INC | CLASS A | 316841105 | 3,618,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 5,258,459 | 14,910 | SH | SOLE | 14,910 | 0 | 0 | ||
| iShares 1-3 Year Treasury Bond ETF | 1 3 YR TREAS BD | 464287457 | 770,602 | 9,385 | SH | SOLE | 9,385 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 5,642,959 | 22,219 | SH | SOLE | 22,219 | 0 | 0 | ||
| MCDONALD'S CORP | COM | 580135101 | 6,053,863 | 22,396 | SH | SOLE | 22,396 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 23,431,251 | 62,815 | SH | SOLE | 62,815 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 286,645 | 3,069 | SH | SOLE | 3,069 | 0 | 0 | ||
| PNC FINANCIAL SERVICES GROUP | COM | 693475105 | 15,791,320 | 64,135 | SH | SOLE | 64,135 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 2,774,428 | 5,604 | SH | SOLE | 5,604 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 1,029,044 | 3,041 | SH | SOLE | 3,041 | 0 | 0 | ||
| STRYKER CORP | COM | 863667101 | 13,288,310 | 42,090 | SH | SOLE | 42,090 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 12,656,344 | 28,373 | SH | SOLE | 28,373 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 16,840,392 | 33,558 | SH | SOLE | 33,558 | 0 | 0 | ||
| THOMSON REUTERS CORP | COM | 884903881 | 10,128,060 | 124,012 | SH | SOLE | 124,012 | 0 | 0 | ||
| UNILEVER PLC | SPON ADR NEW | 904767803 | 3,664,915 | 60,960 | SH | SOLE | 60,960 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 4,958,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ABBOTT LABORATORIES | COM | 002824100 | 3,947,371 | 43,502 | SH | SOLE | 43,502 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 661,434 | 1,872 | SH | SOLE | 1,872 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 31,636,894 | 88,527 | SH | SOLE | 88,527 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 21,574,775 | 90,521 | SH | SOLE | 90,521 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 7,585,283 | 26,214 | SH | SOLE | 26,214 | 0 | 0 | ||
| BANK OF AMERICA CORP | COM | 060505104 | 14,152,180 | 248,371 | SH | SOLE | 248,371 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | 7,663,412 | 53,888 | SH | SOLE | 53,888 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 17,999,628 | 73,384 | SH | SOLE | 73,384 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 22,548,499 | 40,030 | SH | SOLE | 40,030 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 29,296,362 | 89,501 | SH | SOLE | 89,501 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 7,351,058 | 102,956 | SH | SOLE | 102,956 | 0 | 0 | ||
| OTIS WORLDWIDE CORP | COM | 68902V107 | 3,975,733 | 55,527 | SH | SOLE | 55,527 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 4,318,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| RTX CORPORATION | COM | 75513E101 | 5,442,215 | 28,684 | SH | SOLE | 28,684 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 4,180,931 | 10,266 | SH | SOLE | 10,266 | 0 | 0 | ||
| SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | 273,266 | 365 | SH | SOLE | 365 | 0 | 0 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 7,992,600 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 6,184,540 | 18,026 | SH | SOLE | 18,026 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 4,068,197 | 34,415 | SH | SOLE | 34,415 | 0 | 0 | ||
| ZOETIS INC. | CL A | 98978V103 | 226,287 | 3,149 | SH | SOLE | 3,149 | 0 | 0 | ||
| ACCENTURE PLC | SHS CLASS A | G1151C101 | 2,756,595 | 22,152 | SH | SOLE | 22,152 | 0 | 0 | ||
| CRH PLC | ORD | G25508105 | 538,745 | 5,035 | SH | SOLE | 5,035 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | 5,631,018 | 10,851 | SH | SOLE | 10,851 | 0 | 0 | ||
| CHUBB LTD | COM | H1467J104 | 5,517,208 | 16,144 | SH | SOLE | 16,144 | 0 | 0 | ||