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
AMAZON COM INC COM Stock 023135106 12,800,250 169,911 SH SOLE 169,911 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103 989,072 1,337 SH SOLE 1,337 0 0
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 14,757,984 75,392 SH SOLE 75,392 0 0
JOHNSON & JOHNSON COM Stock 478160104 1,783,289 6,736 SH SOLE 6,736 0 0
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF ETF 922908769 357,773 956 SH SOLE 956 0 0
COSTCO WHOLESALE CORPORATION COM Stock 22160K105 15,169,996 94,048 SH SOLE 94,048 0 0
PROCTER & GAMBLE CO COM Stock 742718109 2,453,053 16,885 SH SOLE 16,885 0 0
MERCK & CO INC COM Stock 58933Y105 237,582 1,635 SH SOLE 1,635 0 0
PEPSICO INC COM Stock 713448108 1,169,245 9,227 SH SOLE 9,227 0 0
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF ETF 37954Y673 2,803,973 53,409 SH SOLE 53,409 0 0
HOME DEPOT INC COM Stock 437076102 206,824 727 SH SOLE 727 0 0
VERISK ANALYTICS INC COM Stock 92345Y106 416,268 2,480 SH SOLE 2,480 0 0
STERIS PLC SHS USD Stock G8473T100 6,329,281 30,138 SH SOLE 30,138 0 0
MICROSOFT CORP COM Stock 594918104 19,891,382 161,220 SH SOLE 161,220 0 0
SLB LIMITED COM STK Stock 806857108 30,962 30,962 SH SOLE 30,962 0 0
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF ETF 81369Y852 9,550,365 102,072 SH SOLE 102,072 0 0
NEXTERA ENERGY INC COM Stock 65339F101 6,126,359 125,186 SH SOLE 125,186 0 0
VANGUARD MORNINGSTAR SMALL-CAP ETF ETF 922908751 5,228,073 18,377 SH SOLE 18,377 0 0
VANGUARD MORNINGSTAR MID-CAP ETF ETF 922908629 434,133 5,536 SH SOLE 5,536 0 0
TESLA INC COM Stock 88160R101 7,126,022 55,837 SH SOLE 55,837 0 0
LINDE PLC SHS Stock G54950103 9,975,759 34,793 SH SOLE 34,793 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203 10,795,313 103,390 SH SOLE 103,390 0 0
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF ETF 81369Y605 8,267,319 167,013 SH SOLE 167,013 0 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 759,298 6,042 SH SOLE 6,042 0 0
MOOG INC CL A Stock 615394202 333,786 875 SH SOLE 875 0 0
VANGUARD S&P 500 ETF ETF 922908363 27,475,915 96,692 SH SOLE 96,692 0 0
VANGUARD COMMUNICATION SERVICES ETF ETF 92204A884 403,098 2,115 SH SOLE 2,115 0 0
ILLUMINA INC COM Stock 452327109 284,627 1,040 SH SOLE 1,040 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 901,767 4,335 SH SOLE 4,335 0 0
ELI LILLY & CO COM Stock 532457108 1,978,607 1,710 SH SOLE 1,710 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 297,064 1,069 SH SOLE 1,069 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 465,047 4,079 SH SOLE 4,079 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 512,039 74,723 SH SOLE 74,723 0 0
MARATHON PETE CORP COM Stock 56585A102 276,794 700 SH SOLE 700 0 0
INVESCO AEROSPACE & DEFENSE ETF ETF 46137V100 5,329,288 34,467 SH SOLE 34,467 0 0
AMERICAN CONSERVATIVE VALUES ETF ETF 26923N108 568,961 10,455 SH SOLE 10,455 0 0
FRANCO NEV CORP COM Stock 351858105 8,132,117 68,955 SH SOLE 68,955 0 0
FIRST CTZNS BANCSHARES INC DEL CL A Stock 31946M103 772,575 375 SH SOLE 375 0 0
TRACTOR SUPPLY CO COM Stock 892356106 832,170 49,931 SH SOLE 49,931 0 0
VISA INC COM CL A Stock 92826C839 11,564,087 82,119 SH SOLE 82,119 0 0
CHENIERE ENERGY INC COM NEW Stock 16411R208 69,479 69,479 SH SOLE 69,479 0 0
AMERICAN TOWER CORP COM REIT 03027X100 362,338 26,383 SH SOLE 26,383 0 0
CONSTELLATION ENERGY CORP COM Stock 21037T109 308,921 1,216 SH SOLE 1,216 0 0
CAPITAL GROUP GROWTH ETF ETF 14020G101 11,249,630 253,752 SH SOLE 253,752 0 0
SERVICENOW INC COM Stock 81762P102 3,483,590 25,995 SH SOLE 25,995 0 0
CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108 2,138,928 36,260 SH SOLE 36,260 0 0
NVIDIA CORPORATION COM Stock 67066G104 4,908,474 29,808 SH SOLE 29,808 0 0
ABBVIE INC COM Stock 00287Y109 222,352 850 SH SOLE 850 0 0
WEST PHARMACEUTICAL SVSC INC COM Stock 955306105 13,545,964 63,775 SH SOLE 63,775 0 0
APTARGROUP INC COM Stock 038336103 1,021,379 8,430 SH SOLE 8,430 0 0
CHURCH & DWIGHT CO INC COM Stock 171340102 2,501,447 26,549 SH SOLE 26,549 0 0
FASTENAL CO COM Stock 311900104 2,439,600 49,255 SH SOLE 49,255 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 731,928 3,791 SH SOLE 3,791 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 266,727 436 SH SOLE 436 0 0
VANECK URANIUM AND NUCLEAR ETF ETF 92189F601 2,059,889 19,910 SH SOLE 19,910 0 0
STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 6,425,397 104,478 SH SOLE 104,478 0 0
GE VERNOVA INC COM Stock 36828A101 287,048 302 SH SOLE 302 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556 6,444,113 30,609 SH SOLE 30,609 0 0
GE AEROSPACE COM NEW Stock 369604301 209,234 670 SH SOLE 670 0 0
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF ETF 81369Y704 5,291,596 31,690 SH SOLE 31,690 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 260,389 340 SH SOLE 340 0 0
SITEONE LANDSCAPE SUPPLY INC COM Stock 82982L103 71,011 32,161 SH SOLE 32,161 0 0
ECOLAB INC COM Stock 278865100 12,556,753 112,146 SH SOLE 112,146 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 34,251 34,251 SH SOLE 34,251 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 397,658 1,202 SH SOLE 1,202 0 0
CHEVRON CORPORATION COM Stock 166764100 245,460 1,202 SH SOLE 1,202 0 0
DANAHER CORP DEL COM Stock 235851102 1,997,360 45,713 SH SOLE 45,713 0 0
M & T BK CORP COM Stock 55261F104 2,246,281 10,323 SH SOLE 10,323 0 0
BANK OF AMER CORP COM Stock 060505104 291,092 5,348 SH SOLE 5,348 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5,343,859 24,298 SH SOLE 24,298 0 0
RTX CORPORATION COM Stock 75513E101 2,806,471 15,117 SH SOLE 15,117 0 0
TEXAS INSTRS INC COM Stock 882508104 242,278 865 SH SOLE 865 0 0
3M CO COM Stock 88579Y101 22,313 18,723 SH SOLE 18,723 0 0
CATERPILLAR INC COM Stock 149123101 1,175,646 1,450 SH SOLE 1,450 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 144,755 15,653 SH SOLE 15,653 0 0
WOODWARD INC COM Stock 980745103 4,580,873 13,941 SH SOLE 13,941 0 0
ANALOG DEVICES INC COM Stock 032654105 12,117,166 94,705 SH SOLE 94,705 0 0
GARTNER INC COM Stock 366651107 41,394 28,406 SH SOLE 28,406 0 0
LITTELFUSE INC COM Stock 537008104 355,942 840 SH SOLE 840 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 428,009 2,243 SH SOLE 2,243 0 0
EXXONMOBIL HOLDINGS CORP COM SHS Stock 30233Q108 799,741 34,017 SH SOLE 34,017 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 1,456,839 17,075 SH SOLE 17,075 0 0
DEVON ENERGY CORP NEW COM Stock 25179M103 3,116,217 67,685 SH SOLE 67,685 0 0
STATE STREET UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 2,042,006 51,775 SH SOLE 51,775 0 0
FIRST TRUST NASDAQ CYBERSECURITY ETF ETF 33734X846 5,290,063 51,315 SH SOLE 51,315 0 0
APPLE INC COM Stock 037833100 22,348,999 94,030 SH SOLE 94,030 0 0
ABBOTT LABORATORIES COM Stock 002824100 319,490 40,381 SH SOLE 40,381 0 0
DISNEY WALT CO COM Stock 254687106 209,800 2,000 SH SOLE 2,000 0 0