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 |
| 3M CO | COM | 88579Y101 | 2,152,663 | 13,114 | SH | SOLE | 0 | 0 | 13,114 | ||
| ABBOTT LABORATORIES | COM | 002824100 | 8,913,922 | 90,195 | SH | SOLE | 0 | 0 | 90,195 | ||
| ABBVIE INC | COM | 00287Y109 | 21,008,555 | 80,311 | SH | SOLE | 0 | 0 | 80,311 | ||
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | 7,345,133 | 26,400 | SH | SOLE | 0 | 0 | 26,400 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 21,812,130 | 64,014 | SH | SOLE | 0 | 0 | 64,014 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 12,836,385 | 37,306 | SH | SOLE | 0 | 0 | 37,306 | ||
| AMAZON COM INC | COM | 023135106 | 10,878,683 | 43,663 | SH | SOLE | 0 | 0 | 43,663 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 1,244,681 | 4,093 | SH | SOLE | 0 | 0 | 4,093 | ||
| AMGEN INC | COM | 031162100 | 2,719,583 | 6,452 | SH | SOLE | 0 | 0 | 6,452 | ||
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 | 798,252 | 10,865 | SH | SOLE | 0 | 0 | 10,865 | ||
| APPLE INC | COM | 037833100 | 58,294,311 | 175,047 | SH | SOLE | 0 | 0 | 175,047 | ||
| AT&T INC | COM | 00206R102 | 1,482,480 | 60,757 | SH | SOLE | 0 | 0 | 60,757 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 5,645,664 | 21,877 | SH | SOLE | 0 | 0 | 21,877 | ||
| BANK OF AMER CORP | COM | 060505104 | 4,489,053 | 82,474 | SH | SOLE | 0 | 0 | 82,474 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 66,920,489 | 134,392 | SH | SOLE | 0 | 0 | 134,392 | ||
| BLACKSTONE INC | COM | 09260D107 | 1,695,698 | 15,128 | SH | SOLE | 0 | 0 | 15,128 | ||
| BOEING CO | COM | 097023105 | 211,911 | 1,139 | SH | SOLE | 0 | 0 | 1,139 | ||
| BROADCOM INC | COM | 11135F101 | 228,274 | 650 | SH | SOLE | 0 | 0 | 650 | ||
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | 987,001 | 22,140 | SH | SOLE | 0 | 0 | 22,140 | ||
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 10,599,628 | 290,719 | SH | SOLE | 0 | 0 | 290,719 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 5,152,073 | 26,685 | SH | SOLE | 0 | 0 | 26,685 | ||
| CATERPILLAR INC | COM | 149123101 | 29,522,080 | 36,412 | SH | SOLE | 0 | 0 | 36,412 | ||
| CHEVRON CORPORATION | COM | 166764100 | 14,430,058 | 70,663 | SH | SOLE | 0 | 0 | 70,663 | ||
| CHUBB LIMITED | COM | H1467J104 | 3,624,261 | 11,143 | SH | SOLE | 0 | 0 | 11,143 | ||
| CISCO SYS INC | COM | 17275R102 | 9,641,065 | 89,576 | SH | SOLE | 0 | 0 | 89,576 | ||
| CITIGROUP INC | COM NEW | 172967424 | 4,918,557 | 37,987 | SH | SOLE | 0 | 0 | 37,987 | ||
| COCA COLA CO | COM | 191216100 | 1,743,636 | 20,256 | SH | SOLE | 0 | 0 | 20,256 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 446,167 | 20,504 | SH | SOLE | 0 | 0 | 20,504 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 320,864 | 2,838 | SH | SOLE | 0 | 0 | 2,838 | ||
| COPART INC | COM | 217204106 | 655,484 | 24,028 | SH | SOLE | 0 | 0 | 24,028 | ||
| CORNING INC | COM | 219350105 | 8,821,826 | 57,374 | SH | SOLE | 0 | 0 | 57,374 | ||
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 491,584 | 540 | SH | SOLE | 0 | 0 | 540 | ||
| CUMMINS INC | COM | 231021106 | 17,429,072 | 33,740 | SH | SOLE | 0 | 0 | 33,740 | ||
| CVS HEALTH CORP | COM | 126650100 | 2,709,551 | 31,620 | SH | SOLE | 0 | 0 | 31,620 | ||
| DEERE & CO | COM | 244199105 | 16,506,027 | 24,579 | SH | SOLE | 0 | 0 | 24,579 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 1,509,283 | 32,782 | SH | SOLE | 0 | 0 | 32,782 | ||
| DOMINION ENERGY INC | COM | 25746U109 | 1,776,800 | 29,359 | SH | SOLE | 0 | 0 | 29,359 | ||
| ELI LILLY & CO | COM | 532457108 | 1,203,363 | 1,040 | SH | SOLE | 0 | 0 | 1,040 | ||
| EOG RES INC | COM | 26875P101 | 5,816,916 | 42,225 | SH | SOLE | 0 | 0 | 42,225 | ||
| ERIE INDTY CO | CL A | 29530P102 | 614,277 | 2,803 | SH | SOLE | 0 | 0 | 2,803 | ||
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | 15,161,617 | 93,159 | SH | SOLE | 0 | 0 | 93,159 | ||
| FEDEX CORP | COM | 31428X106 | 7,441,134 | 26,101 | SH | SOLE | 0 | 0 | 26,101 | ||
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | 1,062,517 | 9,714 | SH | SOLE | 0 | 0 | 9,714 | ||
| GE VERNOVA INC | COM | 36828A101 | 209,108 | 220 | SH | SOLE | 0 | 0 | 220 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 23,171,064 | 25,735 | SH | SOLE | 0 | 0 | 25,735 | ||
| HERSHEY CO | COM | 427866108 | 1,452,219 | 9,214 | SH | SOLE | 0 | 0 | 9,214 | ||
| HOME DEPOT INC | COM | 437076102 | 1,183,763 | 4,161 | SH | SOLE | 0 | 0 | 4,161 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 1,720,365 | 7,822 | SH | SOLE | 0 | 0 | 7,822 | ||
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 1,089,193 | 5,236 | SH | SOLE | 0 | 0 | 5,236 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 696,124 | 941 | SH | SOLE | 0 | 0 | 941 | ||
| ISHARES TR | EAFE VALUE ETF | 464288877 | 363,648 | 4,595 | SH | SOLE | 0 | 0 | 4,595 | ||
| ISHARES TR | SELECT DIVID ETF | 464287168 | 446,478 | 2,936 | SH | SOLE | 0 | 0 | 2,936 | ||
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 1,078,877 | 5,151 | SH | SOLE | 0 | 0 | 5,151 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 957,756 | 1,251 | SH | SOLE | 0 | 0 | 1,251 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 614,405 | 3,695 | SH | SOLE | 0 | 0 | 3,695 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 10,550,372 | 37,966 | SH | SOLE | 0 | 0 | 37,966 | ||
| ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,902,549 | 21,336 | SH | SOLE | 0 | 0 | 21,336 | ||
| ISHARES TR | MSCI EAFE ETF | 464287465 | 834,341 | 8,031 | SH | SOLE | 0 | 0 | 8,031 | ||
| ISHARES TR | CORE S&P MCP ETF | 464287507 | 1,646,720 | 22,887 | SH | SOLE | 0 | 0 | 22,887 | ||
| ISHARES TR | RUS MID CAP ETF | 464287499 | 17,520,075 | 164,184 | SH | SOLE | 0 | 0 | 164,184 | ||
| ISHARES TR | S&P 100 ETF | 464287101 | 6,366,378 | 16,662 | SH | SOLE | 0 | 0 | 16,662 | ||
| ISHARES TR | CORE US AGGBD ET | 464287226 | 1,461,116 | 15,455 | SH | SOLE | 0 | 0 | 15,455 | ||
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 330,458 | 3,411 | SH | SOLE | 0 | 0 | 3,411 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 43,544,478 | 164,480 | SH | SOLE | 0 | 0 | 164,480 | ||
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | 1,734,597 | 11,669 | SH | SOLE | 0 | 0 | 11,669 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 35,860,265 | 108,395 | SH | SOLE | 0 | 0 | 108,395 | ||
| KENVUE INC | COM | 49177J102 | 176,600 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
| LOWES COS INC | COM | 548661107 | 526,701 | 2,858 | SH | SOLE | 0 | 0 | 2,858 | ||
| M & T BK CORP | COM | 55261F104 | 3,939,430 | 18,104 | SH | SOLE | 0 | 0 | 18,104 | ||
| MARKEL GROUP INC | COM | 570535104 | 11,007,629 | 6,428 | SH | SOLE | 0 | 0 | 6,428 | ||
| MARSH & MCLENNAN COS INC | COM | 571748102 | 1,195,964 | 7,005 | SH | SOLE | 0 | 0 | 7,005 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,812,130 | 3,286 | SH | SOLE | 0 | 0 | 3,286 | ||
| MCDONALDS CORP | COM | 580135101 | 8,515,412 | 36,873 | SH | SOLE | 0 | 0 | 36,873 | ||
| MCKESSON CORP | COM | 58155Q103 | 16,987,404 | 19,896 | SH | SOLE | 0 | 0 | 19,896 | ||
| META PLATFORMS INC | CL A | 30303M102 | 1,744,783 | 2,406 | SH | SOLE | 0 | 0 | 2,406 | ||
| MICROSOFT CORP | COM | 594918104 | 44,279,211 | 86,331 | SH | SOLE | 0 | 0 | 86,331 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 2,470,128 | 42,721 | SH | SOLE | 0 | 0 | 42,721 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 4,699,555 | 24,987 | SH | SOLE | 0 | 0 | 24,987 | ||
| NIKE INC | CL B | 654106103 | 325,645 | 9,199 | SH | SOLE | 0 | 0 | 9,199 | ||
| OMNICOM GROUP INC | COM | 681919106 | 645,072 | 8,761 | SH | SOLE | 0 | 0 | 8,761 | ||
| ORACLE CORP | COM | 68389X105 | 11,577,136 | 84,320 | SH | SOLE | 0 | 0 | 84,320 | ||
| ORANGE CNTY BANCORP INC | COM | 68417L107 | 475,916 | 12,880 | SH | SOLE | 0 | 0 | 12,880 | ||
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | 165,001 | 15,973 | SH | SOLE | 0 | 0 | 15,973 | ||
| PAYCHEX INC | COM | 704326107 | 1,232,531 | 12,513 | SH | SOLE | 0 | 0 | 12,513 | ||
| PEPSICO INC | COM | 713448108 | 8,209,957 | 64,788 | SH | SOLE | 0 | 0 | 64,788 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 8,483,941 | 58,397 | SH | SOLE | 0 | 0 | 58,397 | ||
| PROGRESSIVE CORP | COM | 743315103 | 1,185,191 | 5,717 | SH | SOLE | 0 | 0 | 5,717 | ||
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 439,650 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
| SLB LIMITED | COM STK | 806857108 | 567,893 | 11,656 | SH | SOLE | 0 | 0 | 11,656 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 298,959 | 785 | SH | SOLE | 0 | 0 | 785 | ||
| SPDR INDEX SHS FDS | ST INTL CAP ETF | 78463X871 | 1,098,100 | 24,097 | SH | SOLE | 0 | 0 | 24,097 | ||
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | 4,341,415 | 47,375 | SH | SOLE | 0 | 0 | 47,375 | ||
| SPDR SERIES TRUST | ST STR TIPS ETF | 78464A656 | 1,383,729 | 56,780 | SH | SOLE | 0 | 0 | 56,780 | ||
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | 619,344 | 6,900 | SH | SOLE | 0 | 0 | 6,900 | ||
| STARBUCKS CORP | COM | 855244109 | 1,091,439 | 11,616 | SH | SOLE | 0 | 0 | 11,616 | ||
| STATE STR CORP | COM | 857477103 | 4,716,985 | 27,018 | SH | SOLE | 0 | 0 | 27,018 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 2,446,517 | 3,208 | SH | SOLE | 0 | 0 | 3,208 | ||
| TEXAS INSTRS INC | COM | 882508104 | 5,763,132 | 20,576 | SH | SOLE | 0 | 0 | 20,576 | ||
| TJX COS INC NEW | COM | 872540109 | 3,101,479 | 23,441 | SH | SOLE | 0 | 0 | 23,441 | ||
| TRAVELERS COMPANIES INC | COM | 89417E109 | 6,231,795 | 17,480 | SH | SOLE | 0 | 0 | 17,480 | ||
| TRUIST FINL CORP | COM | 89832Q109 | 1,401,530 | 30,271 | SH | SOLE | 0 | 0 | 30,271 | ||
| UNION PAC CORP | COM | 907818108 | 1,881,507 | 6,914 | SH | SOLE | 0 | 0 | 6,914 | ||
| UNITED PARCEL SVCS INC | CL B | 911312106 | 1,651,926 | 17,679 | SH | SOLE | 0 | 0 | 17,679 | ||
| US BANCORP | COM NEW | 902973304 | 9,286,248 | 160,773 | SH | SOLE | 0 | 0 | 160,773 | ||
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | 285,523 | 2,701 | SH | SOLE | 0 | 0 | 2,701 | ||
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 7,197,338 | 94,206 | SH | SOLE | 0 | 0 | 94,206 | ||
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | 328,517 | 6,630 | SH | SOLE | 0 | 0 | 6,630 | ||
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,604,366 | 22,871 | SH | SOLE | 0 | 0 | 22,871 | ||
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | 6,187,065 | 68,661 | SH | SOLE | 0 | 0 | 68,661 | ||
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | 6,010,708 | 26,017 | SH | SOLE | 0 | 0 | 26,017 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 2,899,458 | 4,137 | SH | SOLE | 0 | 0 | 4,137 | ||
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | 5,125,504 | 23,720 | SH | SOLE | 0 | 0 | 23,720 | ||
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | 4,615,486 | 23,605 | SH | SOLE | 0 | 0 | 23,605 | ||
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | 7,412,258 | 94,520 | SH | SOLE | 0 | 0 | 94,520 | ||
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | 13,344,650 | 35,658 | SH | SOLE | 0 | 0 | 35,658 | ||
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | 11,148,025 | 39,186 | SH | SOLE | 0 | 0 | 39,186 | ||
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | 4,108,983 | 54,265 | SH | SOLE | 0 | 0 | 54,265 | ||
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | 922040852 | 1,502,721 | 19,872 | SH | SOLE | 0 | 0 | 19,872 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 214,821 | 3,622 | SH | SOLE | 0 | 0 | 3,622 | ||
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 2,540,864 | 53,650 | SH | SOLE | 0 | 0 | 53,650 | ||
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 5,906,742 | 102,619 | SH | SOLE | 0 | 0 | 102,619 | ||
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 3,578,590 | 46,325 | SH | SOLE | 0 | 0 | 46,325 | ||
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 425,223 | 5,430 | SH | SOLE | 0 | 0 | 5,430 | ||
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 482,252 | 2,067 | SH | SOLE | 0 | 0 | 2,067 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 3,122,705 | 36,755 | SH | SOLE | 0 | 0 | 36,755 | ||
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 3,990,658 | 25,713 | SH | SOLE | 0 | 0 | 25,713 | ||
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 9,607,597 | 76,451 | SH | SOLE | 0 | 0 | 76,451 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 2,786,648 | 60,751 | SH | SOLE | 0 | 0 | 60,751 | ||
| VISA INC | COM CL A | 92826C839 | 8,648,714 | 24,069 | SH | SOLE | 0 | 0 | 24,069 | ||
| WALMART INC | COM | 931142103 | 4,465,650 | 42,972 | SH | SOLE | 0 | 0 | 42,972 | ||
| WELLS FARGO & CO | COM | 949746101 | 6,796,858 | 84,908 | SH | SOLE | 0 | 0 | 84,908 | ||
| WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | 3,908,376 | 60,520 | SH | SOLE | 0 | 0 | 60,520 | ||
| WISDOMTREE TR | US MIDCAP FUND | 97717W570 | 3,155,384 | 44,045 | SH | SOLE | 0 | 0 | 44,045 | ||
| WISDOMTREE TR | INTL EQUITY FD | 97717W703 | 272,116 | 3,695 | SH | SOLE | 0 | 0 | 3,695 | ||
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 2,147,440 | 22,093 | SH | SOLE | 0 | 0 | 22,093 | ||
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 1,525,167 | 28,270 | SH | SOLE | 0 | 0 | 28,270 | ||
| ZOETIS INC | CL A | 98978V103 | 2,897,317 | 41,491 | SH | SOLE | 0 | 0 | 41,491 | ||