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 |
| ABBOTT LABORATORIES | COM | 002824100 | 40,613,642 | 447,583 | SH | SOLE | 447,583 | 0 | 0 | ||
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 1,129,044 | 9,073 | SH | SOLE | 9,073 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 1,368,919 | 6,677 | SH | SOLE | 6,677 | 0 | 0 | ||
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 1,179,089 | 7,512 | SH | SOLE | 7,512 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,273,325 | 6,434 | SH | SOLE | 6,434 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 32,233,928 | 90,198 | SH | SOLE | 90,198 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 734,326 | 3,081 | SH | SOLE | 3,081 | 0 | 0 | ||
| AMETEK INC | COM | 031100100 | 1,024,602 | 4,235 | SH | SOLE | 4,235 | 0 | 0 | ||
| AMGEN INC | COM | 031162100 | 27,187,045 | 75,077 | SH | SOLE | 75,077 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 39,213,102 | 98,731 | SH | SOLE | 98,731 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 24,078,108 | 83,212 | SH | SOLE | 83,212 | 0 | 0 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 48,505,913 | 216,593 | SH | SOLE | 216,593 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 239,696 | 75 | SH | SOLE | 75 | 0 | 0 | ||
| BANK OF AMER CORP | COM | 060505104 | 234,188 | 4,110 | SH | SOLE | 4,110 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 21,843,525 | 43,653 | SH | SOLE | 43,653 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 27,176,654 | 125,545 | SH | SOLE | 125,545 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 347,908 | 921 | SH | SOLE | 921 | 0 | 0 | ||
| BROWN & BROWN INC | COM | 115236101 | 26,840,327 | 418,399 | SH | SOLE | 418,399 | 0 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | 261,965 | 246 | SH | SOLE | 246 | 0 | 0 | ||
| CHEVRON CORPORATION | COM | 166764100 | 17,977,249 | 108,453 | SH | SOLE | 108,453 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 213,362 | 1,816 | SH | SOLE | 1,816 | 0 | 0 | ||
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 24,523,806 | 26,215 | SH | SOLE | 26,215 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 2,817,732 | 3,951 | SH | SOLE | 3,951 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 36,053,460 | 56,837 | SH | SOLE | 56,837 | 0 | 0 | ||
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | 445,546 | 5,543 | SH | SOLE | 5,543 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 996,110 | 10,349 | SH | SOLE | 10,349 | 0 | 0 | ||
| DOLLAR GEN CORP | COM | 256677105 | 667,076 | 5,795 | SH | SOLE | 5,795 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 461,780 | 3,648 | SH | SOLE | 3,648 | 0 | 0 | ||
| EMERSON ELEC CO | COM | 291011104 | 47,163,993 | 329,473 | SH | SOLE | 329,473 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 32,453,542 | 675,693 | SH | SOLE | 675,693 | 0 | 0 | ||
| HERSHEY CO | COM | 427866108 | 1,960,793 | 11,176 | SH | SOLE | 11,176 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 553,002 | 1,568 | SH | SOLE | 1,568 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 2,122,515 | 8,132 | SH | SOLE | 8,132 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 37,347,982 | 147,057 | SH | SOLE | 147,057 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 33,775,430 | 103,185 | SH | SOLE | 103,185 | 0 | 0 | ||
| KINSALE CAP GROUP INC | COM | 49714P108 | 1,512,200 | 4,585 | SH | SOLE | 4,585 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 452,565 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | DEB 4.000%11/1 | 530715AG6 | 1,123 | 25,000 | PRN | SOLE | 25,000 | 0 | 0 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 39,536,649 | 148,908 | SH | SOLE | 148,908 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 685,224 | 1,345 | SH | SOLE | 1,345 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 2,524,797 | 11,451 | SH | SOLE | 11,451 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 1,702,195 | 14,908 | SH | SOLE | 14,908 | 0 | 0 | ||
| M & T BK CORP | COM | 55261F104 | 44,551,529 | 187,183 | SH | SOLE | 187,183 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,539,223 | 2,997 | SH | SOLE | 2,997 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 24,679,355 | 91,300 | SH | SOLE | 91,300 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 1,487,259 | 11,574 | SH | SOLE | 11,574 | 0 | 0 | ||
| MERCURY GENL CORP NEW | COM | 589400100 | 1,369,109 | 12,841 | SH | SOLE | 12,841 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 2,025,083 | 3,595 | SH | SOLE | 3,595 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 37,037,142 | 99,290 | SH | SOLE | 99,290 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 258,716 | 1,293 | SH | SOLE | 1,293 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 610,389 | 2,172 | SH | SOLE | 2,172 | 0 | 0 | ||
| PAYCHEX INC | COM | 704326107 | 451,630 | 4,593 | SH | SOLE | 4,593 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 2,431,014 | 19,343 | SH | SOLE | 19,343 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 36,520,720 | 269,725 | SH | SOLE | 269,725 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 773,571 | 4,276 | SH | SOLE | 4,276 | 0 | 0 | ||
| PUBLIC STORAGE | COM | 74460D109 | 1,088,620 | 3,420 | SH | SOLE | 3,420 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 30,638,701 | 76,328 | SH | SOLE | 76,328 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 1,190,360 | 15,352 | SH | SOLE | 15,352 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 28,384,358 | 70,538 | SH | SOLE | 70,538 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 1,546,237 | 15,131 | SH | SOLE | 15,131 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 363,908 | 762 | SH | SOLE | 762 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 1,024,806 | 7,001 | SH | SOLE | 7,001 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 812,241 | 2,725 | SH | SOLE | 2,725 | 0 | 0 | ||
| UBIQUITI INC | COM | 90353W103 | 249,392 | 467 | SH | SOLE | 467 | 0 | 0 | ||
| UNILEVER PLC | SPON ADR NEW | 904767803 | 412,543 | 6,862 | SH | SOLE | 6,862 | 0 | 0 | ||
| UNITED PARCEL SVCS INC | CL B | 911312106 | 704,377 | 6,552 | SH | SOLE | 6,552 | 0 | 0 | ||
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 11,887 | 138 | SH | SOLE | 138 | 0 | 0 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 333,036 | 900 | SH | SOLE | 900 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 44,127,053 | 128,617 | SH | SOLE | 128,617 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 26,778,000 | 236,429 | SH | SOLE | 236,429 | 0 | 0 | ||
| WATERS CORP | COM | 941848103 | 1,395,149 | 3,720 | SH | SOLE | 3,720 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 835,664 | 3,585 | SH | SOLE | 3,585 | 0 | 0 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 2,292,150 | 26,625 | SH | SOLE | 26,625 | 0 | 0 | ||