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
ABBOTT LABORATORIES COM 002824100 298,262 2,784 SH SOLE 0 0 2,784
ABBVIE INC COM 00287Y109 271,588 1,108 SH SOLE 0 0 1,108
ALBEMARLE CORP COM 012653101 200,217 1,687 SH SOLE 0 0 1,687
ALPHABET INC CAP STK CL A 02079K305 634,280 1,698 SH SOLE 0 0 1,698
ALPS ETF TR ALERIAN MLP 00162Q452 1,754,235 31,814 SH SOLE 0 0 31,814
AMAZON COM INC COM 023135106 438,527 1,544 SH SOLE 0 0 1,544
APPLE INC COM 037833100 12,783,656 42,132 SH SOLE 0 0 42,132
APPLIED MATLS INC COM 038222105 336,937 650 SH SOLE 0 0 650
ASML HLDG NV N Y REGISTRY SHS N07059210 660,293 402 SH SOLE 0 0 402
BARRICK MNG CORP COM SHS 06849F108 15,179,144 406,294 SH SOLE 0 0 406,294
BLACKROCK INC COM 09290D101 15,428,386 13,694 SH SOLE 0 0 13,694
BROADCOM INC COM 11135F101 21,885,005 55,796 SH SOLE 0 0 55,796
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,921,815 31,281 SH SOLE 0 0 31,281
CALAMOS ETF TR CALLMOS BIT STRU 12811T688 781,700 33,011 SH SOLE 0 0 33,011
CALAMOS ETF TR CALAMOS BIT 80 S 12811T720 232,856 13,178 SH SOLE 0 0 13,178
CASEYS GEN STORES INC COM 147528103 17,348,471 20,164 SH SOLE 0 0 20,164
CHUBB LIMITED COM H1467J104 9,712,078 27,890 SH SOLE 0 0 27,890
CLEAN HARBORS INC COM 184496107 504,410 1,622 SH SOLE 0 0 1,622
CONSTELLATION ENERGY CORP COM 21037T109 6,932,713 25,329 SH SOLE 0 0 25,329
COSTCO WHOLESALE CORPORATION COM 22160K105 8,730,670 9,151 SH SOLE 0 0 9,151
EATON CORP PLC SHS G29183103 708,180 1,616 SH SOLE 0 0 1,616
ELI LILLY & CO COM 532457108 19,789,570 17,648 SH SOLE 0 0 17,648
EMCOR GROUP INC COM 29084Q100 5,537,072 6,774 SH SOLE 0 0 6,774
EOG RES INC COM 26875P101 3,917,167 26,889 SH SOLE 0 0 26,889
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 3,526,296 63,434 SH SOLE 0 0 63,434
FIRST SOLAR INC COM 336433107 860,636 3,698 SH SOLE 0 0 3,698
FIRSTCASH HOLDINGS INC COM 33768G107 6,691,046 31,961 SH SOLE 0 0 31,961
GE VERNOVA INC COM 36828A101 10,042,474 9,975 SH SOLE 0 0 9,975
GLOBAL X FDS NASDAQ 100 COVER 37954Y483 234,147 13,074 SH SOLE 0 0 13,074
HCA HEALTHCARE INC COM 40412C101 7,271,014 17,882 SH SOLE 0 0 17,882
HUBBELL INC COM 443510607 14,409,142 30,269 SH SOLE 0 0 30,269
INTUIT COM 461202103 10,729,473 33,699 SH SOLE 0 0 33,699
INTUITIVE SURGICAL INC COM NEW 46120E602 334,866 892 SH SOLE 0 0 892
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 3,836,393 195,585 SH SOLE 0 0 195,585
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 9,622,224 492,437 SH SOLE 0 0 492,437
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 1,883,039 92,601 SH SOLE 0 0 92,601
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 768,760 46,493 SH SOLE 0 0 46,493
INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 46138J585 265,300 11,862 SH SOLE 0 0 11,862
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 1,354,064 73,173 SH SOLE 0 0 73,173
INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 46139W858 658,653 32,470 SH SOLE 0 0 32,470
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 4,027,994 175,895 SH SOLE 0 0 175,895
ISHARES TR IBONDS 27 TRM TS 46436E841 1,862,634 83,507 SH SOLE 0 0 83,507
ISHARES TR IBON 2027 TE ETF 46436E478 1,760,882 80,369 SH SOLE 0 0 80,369
ISHARES TR 0-5 YR TIPS ETF 46429B747 1,008,258 10,022 SH SOLE 0 0 10,022
ISHARES TR IBON 2026 TE ETF 46436E528 5,461,214 243,261 SH SOLE 0 0 243,261
JPMORGAN CHASE & CO COM 46625H100 10,214,978 28,967 SH SOLE 0 0 28,967
KLA CORP COM NEW 482480100 20,960,127 114,693 SH SOLE 0 0 114,693
LAM RESEARCH CORP COM NEW 512807306 283,854 963 SH SOLE 0 0 963
LOWES COS INC COM 548661107 5,540,981 26,129 SH SOLE 0 0 26,129
MICROSOFT CORP COM 594918104 17,439,186 35,762 SH SOLE 0 0 35,762
MORGAN STANLEY COM NEW 617446448 909,811 4,307 SH SOLE 0 0 4,307
NEXTERA ENERGY INC COM 65339F101 641,499 7,412 SH SOLE 0 0 7,412
NEXTPOWER INC CLASS A COM 65290E101 480,460 5,299 SH SOLE 0 0 5,299
NORTHROP GRUMMAN CORP COM 666807102 7,479,431 13,637 SH SOLE 0 0 13,637
NVENT ELEC PLC SHS G6700G107 435,819 2,734 SH SOLE 0 0 2,734
NVIDIA CORPORATION COM 67066G104 430,808 2,085 SH SOLE 0 0 2,085
ON SEMICONDUCTOR CORP COM 682189105 370,483 4,608 SH SOLE 0 0 4,608
ORMAT TECHNOLOGIES INC COM 686688102 540,848 5,518 SH SOLE 0 0 5,518
OWENS CORNING NEW COM 690742101 668,759 4,670 SH SOLE 0 0 4,670
PARKER-HANNIFIN CORP COM 701094104 13,494,551 13,528 SH SOLE 0 0 13,528
PROSHARES TR S&P 500 DV ARIST 74348A467 347,063 6,044 SH SOLE 0 0 6,044
QUANTA SVCS INC COM 74762E102 1,081,600 1,590 SH SOLE 0 0 1,590
RELIANCE INC COM 759509102 5,427,842 13,258 SH SOLE 0 0 13,258
REPUBLIC SVCS INC COM 760759100 9,928,221 47,363 SH SOLE 0 0 47,363
SERVICENOW INC COM 81762P102 369,062 3,232 SH SOLE 0 0 3,232
SPDR GOLD TR GOLD SHS 78463V107 6,250,675 16,816 SH SOLE 0 0 16,816
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 6,288,486 68,787 SH SOLE 0 0 68,787
STRATEGY INC CL A NEW 594972408 1,219,520 12,856 SH SOLE 0 0 12,856
STRYKER CORPORATION COM 863667101 6,022,602 17,651 SH SOLE 0 0 17,651
SYNOPSYS INC COM 871607107 257,590 657 SH SOLE 0 0 657
TETRA TECH INC NEW COM 88162G103 1,079,956 31,923 SH SOLE 0 0 31,923
TRANE TECHNOLOGIES PLC SHS G8994E103 939,946 2,038 SH SOLE 0 0 2,038
UNITED PARCEL SVCS INC CL B 911312106 254,490 2,381 SH SOLE 0 0 2,381
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,859,138 7,742 SH SOLE 0 0 7,742
VERTIV HOLDINGS CO COM CL A 92537N108 397,753 1,512 SH SOLE 0 0 1,512
WILLIAMS SONOMA INC COM 969904101 11,441,701 47,714 SH SOLE 0 0 47,714
XYLEM INC COM 98419M100 830,302 6,973 SH SOLE 0 0 6,973