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
3M CO COM 88579Y101 11,814,391 71,973 SH SOLE 71,973 0 0
ABBVIE INC COM 00287Y109 4,291,731 16,406 SH SOLE 16,406 0 0
ALPHABET INC CAP STK CL A 02079K305 15,874,762 46,137 SH SOLE 46,137 0 0
ALPHABET INC CAP STK CL C 02079K107 856,620 2,514 SH SOLE 2,514 0 0
AMAZON COM INC COM 023135106 14,802,002 59,410 SH SOLE 59,410 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,990,372 30,821 SH SOLE 30,821 0 0
AMPHENOL CORP CL A 032095101 1,543,449 18,309 SH SOLE 18,309 0 0
APPLE INC COM 037833100 13,321,520 40,002 SH SOLE 40,002 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 209,637 421 SH SOLE 421 0 0
BHP BILLITON LIMITED SPONSORED ADS 088606108 4,678,162 55,141 SH SOLE 55,141 0 0
BITMINE IMMERSION TECHS INC COM NEW 09175A206 28,301,614 1,070,814 SH SOLE 1,070,814 0 0
BLACKROCK ETF TRUST II ISHA FLEX IN ETF 092528603 29,753,195 585,808 SH SOLE 585,808 0 0
BLACKROCK INC COM 09290D101 3,871,225 3,658 SH SOLE 3,658 0 0
BOEING CO COM 097023105 8,674,023 46,622 SH SOLE 46,622 0 0
BROADCOM INC COM 11135F101 5,996,218 17,074 SH SOLE 17,074 0 0
CANADIAN NATL RY CO COM 136375102 4,466,241 37,563 SH SOLE 37,563 0 0
CHEVRON CORPORATION COM 166764100 4,375,812 21,428 SH SOLE 21,428 0 0
CONSTELLATION ENERGY CORP COM 21037T109 4,025,455 15,847 SH SOLE 15,847 0 0
CORTEVA INC COM 22052L104 3,812,803 49,102 SH SOLE 49,102 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 3,846,223 4,225 SH SOLE 4,225 0 0
CUMMINS INC COM 231021106 3,386,108 6,555 SH SOLE 6,555 0 0
DOUBLELINE INCOME SOLUTIONS COM 258622109 803,190 80,319 SH SOLE 80,319 0 0
EATON CORP PLC SHS G29183103 4,410,768 10,265 SH SOLE 10,265 0 0
ECOLAB INC COM 278865100 3,987,725 14,523 SH SOLE 14,523 0 0
ELI LILLY & CO COM 532457108 12,333,617 10,659 SH SOLE 10,659 0 0
EQUINIX INC COM 29444U700 1,440,966 1,424 SH SOLE 1,424 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 11,421,621 70,179 SH SOLE 70,179 0 0
FREEPORT MCMORAN INC CL B 35671D857 14,266,536 203,808 SH SOLE 203,808 0 0
GARMIN LTD SHS H2906T109 5,282,732 18,417 SH SOLE 18,417 0 0
GLOBAL X FDS GLBL X MLP ETF 37954Y343 3,807,171 71,510 SH SOLE 71,510 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 1,369,095 38,222 SH SOLE 38,222 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 1,388,125 46,597 SH SOLE 46,597 0 0
HUDBAY MINERALS INC COM 443628102 2,335,918 87,553 SH SOLE 87,553 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,605,779 14,015 SH SOLE 14,015 0 0
INFLEQTION INC COM SHS 45676K103 3,319,210 246,415 SH SOLE 246,415 0 0
INNODATA INC COM NEW 457642205 1,457,044 22,157 SH SOLE 22,157 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,534,955 16,073 SH SOLE 16,073 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2,256,468 7,407 SH SOLE 7,407 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3,976,510 19,116 SH SOLE 19,116 0 0
IONQ INC COM 46222L108 1,564,969 35,681 SH SOLE 35,681 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 466,772 9,860 SH SOLE 9,860 0 0
ISHARES TR 20 YR TR BD ETF 464287432 25,443,425 327,120 SH SOLE 327,120 0 0
ISHARES TR IBOXX HI YD ETF 464288513 18,659,857 241,677 SH SOLE 241,677 0 0
ISHARES TR IBOXX INV CP ETF 464287242 1,184,368 11,591 SH SOLE 11,591 0 0
JANUS DETROIT STR TR B-BBB CLO ETF 47103U753 768,626 16,281 SH SOLE 16,281 0 0
JPMORGAN CHASE & CO COM 46625H100 4,189,521 12,664 SH SOLE 12,664 0 0
KIMBERLY-CLARK CORP COM 494368103 3,689,703 37,870 SH SOLE 37,870 0 0
KINDER MORGAN INC DEL COM 49456B101 3,677,717 121,981 SH SOLE 121,981 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,493,689 14,755 SH SOLE 14,755 0 0
LOCKHEED MARTIN CORP COM 539830109 4,963,757 9,747 SH SOLE 9,747 0 0
LOUISIANA PAC CORP COM 546347105 8,670,721 134,326 SH SOLE 134,326 0 0
LOWES COS INC COM 548661107 3,301,555 17,915 SH SOLE 17,915 0 0
MANITOWOC CO INC COM NEW 563571405 2,180,078 101,588 SH SOLE 101,588 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,990,988 7,237 SH SOLE 7,237 0 0
MCDONALDS CORP COM 580135101 3,335,376 14,443 SH SOLE 14,443 0 0
META PLATFORMS INC CL A 30303M102 355,338 490 SH SOLE 490 0 0
MICROSOFT CORP COM 594918104 22,930,481 44,708 SH SOLE 44,708 0 0
NEWMONT CORP COM 651639106 5,539,870 48,031 SH SOLE 48,031 0 0
NEXTERA ENERGY INC COM 65339F101 7,716,592 101,883 SH SOLE 101,883 0 0
NVIDIA CORPORATION COM 67066G104 25,273,998 110,666 SH SOLE 110,666 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,227,769 14,375 SH SOLE 14,375 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,906,196 15,537 SH SOLE 15,537 0 0
PARKER-HANNIFIN CORP COM 701094104 4,853,534 5,080 SH SOLE 5,080 0 0
PHILIP MORRIS INTL INC COM 718172109 3,986,164 20,890 SH SOLE 20,890 0 0
POOL CORP COM 73278L105 945,857 5,843 SH SOLE 5,843 0 0
POWELL INDS INC COM 739128106 2,198,105 11,916 SH SOLE 11,916 0 0
PROCTER & GAMBLE CO COM 742718109 3,863,101 26,591 SH SOLE 26,591 0 0
QUANTA SVCS INC COM 74762E102 15,897,279 24,742 SH SOLE 24,742 0 0
QUANTINUUM INC CL A COM 74768A104 6,682,935 139,054 SH SOLE 139,054 0 0
RBB FD INC F/M US TREASURY 74933W452 495,659 9,943 SH SOLE 9,943 0 0
REDDIT INC CL A 75734B100 844,384 5,928 SH SOLE 5,928 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,514,511 3,479 SH SOLE 3,479 0 0
ROPER TECHNOLOGIES INC COM 776696106 3,667,058 10,495 SH SOLE 10,495 0 0
RTX CORPORATION COM 75513E101 4,282,760 23,069 SH SOLE 23,069 0 0
SHERWIN WILLIAMS CO COM 824348106 3,636,464 11,249 SH SOLE 11,249 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 399,742 524 SH SOLE 524 0 0
STERIS PLC SHS USD G8473T100 3,284,556 15,640 SH SOLE 15,640 0 0
STRATEGY INC CL A NEW 594972408 22,523,826 147,128 SH SOLE 147,128 0 0
STRATEGY INC CL A NEW 594972408 306,180 2,000 SH Call SOLE 2,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 3,232,106 7,085 SH SOLE 7,085 0 0
TARGET CORP COM 87612E106 259,949 1,659 SH SOLE 1,659 0 0
TESLA INC COM 88160R101 12,196,239 34,374 SH SOLE 34,374 0 0
TJX COS INC NEW COM 872540109 286,716 2,167 SH SOLE 2,167 0 0
TRANSDIGM GROUP INC COM 893641100 991,029 915 SH SOLE 915 0 0
TRANSMEDICS GROUP INC COM 89377M109 1,291,556 15,477 SH SOLE 15,477 0 0
UNITEDHEALTH GROUP INC COM 91324P102 15,756,723 42,924 SH SOLE 42,924 0 0
VANGUARD BD INDEX FDS LONG TERM BOND 921937793 23,563,783 375,638 SH SOLE 375,638 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,884,314 84,681 SH SOLE 84,681 0 0
VISA INC COM CL A 92826C839 10,607,727 29,521 SH SOLE 29,521 0 0
WABTEC COM 929740108 1,518,713 5,288 SH SOLE 5,288 0 0
WALMART INC COM 931142103 3,728,834 35,882 SH SOLE 35,882 0 0
XCEL ENERGY INC COM 98389B100 3,305,597 46,901 SH SOLE 46,901 0 0