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 981,678 9,933 SH SOLE 1,612 0 8,321
ABBVIE INC COM 00287Y109 11,317,829 43,265 SH SOLE 36,175 0 7,091
ADOBE INC COM 00724F101 3,189,278 13,292 SH SOLE 11,505 0 1,787
ADVANCED MICRO DEVICES INC COM 007903107 9,057,718 14,806 SH SOLE 8,471 0 6,335
ALLSTATE CORP COM 020002101 3,889,651 17,532 SH SOLE 16,375 0 1,157
ALPHABET INC CAP STK CL C 02079K107 23,991,498 70,410 SH SOLE 53,248 0 17,162
ALPHABET INC CAP STK CL A 02079K305 1,666,036 4,842 SH SOLE 3,902 0 940
ALPS ETF TR BARRONS 400 ETF 00162Q726 275,280 12,000 SH SOLE 0 0 12,000
AMAZON COM INC COM 023135106 19,730,440 79,191 SH SOLE 64,095 0 15,096
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 4,464,345 40,815 SH SOLE 37,356 0 3,459
AMERICAN EXPRESS CO COM 025816109 8,561,330 28,153 SH SOLE 22,356 0 5,797
AMERICAN TOWER CORP COM 03027X100 316,573 1,934 SH SOLE 762 0 1,172
AMGEN INC COM 031162100 295,057 700 SH SOLE 100 0 600
AMPHENOL CORP CL A 032095101 4,740,445 56,233 SH SOLE 51,411 0 4,822
APPLE INC COM 037833100 28,985,623 87,038 SH SOLE 64,412 0 22,627
AT&T INC COM 00206R102 395,385 16,204 SH SOLE 7,334 0 8,870
AUTOMATIC DATA PROCESSING IN COM 053015103 1,781,133 6,902 SH SOLE 2,232 0 4,670
AUTOZONE INC COM 053332102 7,714,608 2,726 SH SOLE 2,326 0 400
BAKER HUGHES COMPANY CL A 05722G100 3,890,397 70,863 SH SOLE 61,345 0 9,519
BANCO SANTANDER SA ADR 05964H105 1,028,966 74,401 SH SOLE 74,401 0 0
BANK OF AMER CORP COM 060505104 2,572,830 47,269 SH SOLE 31,774 0 15,495
BLACKSTONE INC COM 09260D107 1,244,648 11,104 SH SOLE 11,104 0 0
BOEING CO COM 097023105 295,261 1,587 SH SOLE 23 0 1,564
BRISTOL-MYERS SQUIBB CO COM 110122108 225,888 3,620 SH SOLE 3,595 0 25
BROADCOM INC COM 11135F101 11,204,005 31,903 SH SOLE 15,698 0 16,205
CAPITAL ONE FINL CORP COM 14040H105 712,235 3,689 SH SOLE 3,689 0 0
CATERPILLAR INC COM 149123101 935,652 1,154 SH SOLE 254 0 900
CBRE GROUP INC CL A 12504L109 3,663,586 28,517 SH SOLE 25,021 0 3,496
CHARLES SCHWAB CORP (THE) COM 808513105 4,707,350 48,162 SH SOLE 42,134 0 6,028
CHEVRON CORPORATION COM 166764100 3,479,321 17,038 SH SOLE 12,601 0 4,437
CHUBB LIMITED COM H1467J104 419,547 1,290 SH SOLE 1,090 0 200
CIENA CORP COM NEW 171779309 11,182,432 31,785 SH SOLE 26,881 0 4,904
CISCO SYS INC COM 17275R102 8,417,179 78,205 SH SOLE 67,485 0 10,720
COCA COLA CO COM 191216100 384,692 4,469 SH SOLE 1,869 0 2,600
CONOCOPHILLIPS COM 20825C104 1,123,221 8,975 SH SOLE 4,100 0 4,875
CORNING INC COM 219350105 660,399 4,295 SH SOLE 1,420 0 2,875
COSTCO WHOLESALE CORPORATION COM 22160K105 2,951,320 3,242 SH SOLE 2,680 0 562
CSX CORP COM 126408103 3,532,036 75,942 SH SOLE 54,686 0 21,256
CVS HEALTH CORP COM 126650100 281,418 3,284 SH SOLE 3,284 0 0
DANAHER CORP DEL COM 235851102 282,257 1,274 SH SOLE 348 0 926
DEVON ENERGY CORP NEW COM 25179M103 226,977 4,930 SH SOLE 1,048 0 3,882
DISNEY WALT CO COM 254687106 339,352 3,235 SH SOLE 2,655 0 580
DUKE ENERGY CORP NEW COM NEW 26441C204 3,788,859 33,233 SH SOLE 27,009 0 6,224
ELI LILLY & CO COM 532457108 47,422,928 40,985 SH SOLE 10,250 0 30,735
EMERSON ELEC CO COM 291011104 951,311 6,134 SH SOLE 4,784 0 1,350
EXTRA SPACE STORAGE INC COM 30225T102 369,805 2,812 SH SOLE 537 0 2,275
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 8,665,958 53,247 SH SOLE 35,171 0 18,076
FLUOR CORP COM 343412102 220,919 4,614 SH SOLE 1,120 0 3,494
GE AEROSPACE COM NEW 369604301 1,144,854 3,666 SH SOLE 888 0 2,778
GE VERNOVA INC COM 36828A101 772,748 813 SH SOLE 158 0 655
GENERAC HLDGS INC COM 368736104 1,736,958 8,393 SH SOLE 7,212 0 1,181
GOLDMAN SACHS GROUP INC COM 38141G104 3,899,462 4,331 SH SOLE 3,744 0 587
HOME DEPOT INC COM 437076102 3,616,745 12,713 SH SOLE 7,626 0 5,087
HUBBELL INC COM 443510607 408,240 900 SH SOLE 900 0 0
ILLINOIS TOOL WKS INC COM 452308109 367,910 1,430 SH SOLE 850 0 580
INTERNATIONAL BUSINESS MACHS COM 459200101 6,873,578 31,252 SH SOLE 27,196 0 4,058
INTUITIVE SURGICAL INC COM NEW 46120E602 26,435,830 65,012 SH SOLE 0 0 65,012
INVESCO QQQ TR UNIT SER 1 46090E103 1,989,981 2,690 SH SOLE 175 0 2,515
ISHARES TR NEW YORK MUN ETF 464288323 469,836 9,300 SH SOLE 9,300 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 9,050,348 177,284 SH SOLE 216 0 177,068
ISHARES TR U.S. TECH ETF 464287721 1,131,123 4,270 SH SOLE 0 0 4,270
ISHARES TR S&P 500 GRWT ETF 464287309 291,633 2,050 SH SOLE 0 0 2,050
ISHARES TR SHRT NAT MUN ETF 464288158 1,015,605 9,715 SH SOLE 0 0 9,715
ISHARES TR CORE S&P SCP ETF 464287804 626,600 4,606 SH SOLE 0 0 4,606
ISHARES TR CORE S&P500 ETF 464287200 643,314 840 SH SOLE 0 0 840
JOHNSON & JOHNSON COM 478160104 1,998,256 7,548 SH SOLE 3,581 0 3,967
JONES LANG LASALLE INC COM 48020Q107 4,055,165 13,273 SH SOLE 12,059 0 1,214
JPMORGAN CHASE & CO COM 46625H100 13,529,187 40,894 SH SOLE 29,074 0 11,821
KLA CORP COM NEW 482480100 16,932,006 86,862 SH SOLE 76,146 0 10,716
LINCOLN ELEC HLDGS INC COM 533900106 3,458,060 13,070 SH SOLE 10,466 0 2,604
LOCKHEED MARTIN CORP COM 539830109 481,828 946 SH SOLE 296 0 650
MARATHON PETE CORP COM 56585A102 7,627,658 19,290 SH SOLE 17,561 0 1,729
MARSH & MCLENNAN COS INC COM 571748102 4,232,218 24,788 SH SOLE 18,485 0 6,304
MASTERCARD INCORPORATED CL A 57636Q104 628,125 1,139 SH SOLE 1,044 0 95
MCDONALDS CORP COM 580135101 3,887,880 16,835 SH SOLE 14,940 0 1,895
MEDTRONIC PLC SHS G5960L103 8,257,261 95,692 SH SOLE 302 0 95,390
MERCADOLIBRE INC COM 58733R102 3,477,826 2,012 SH SOLE 1,865 0 147
MERCK & CO INC COM 58933Y105 1,002,009 6,896 SH SOLE 5,746 0 1,150
META PLATFORMS INC CL A 30303M102 12,643,887 17,436 SH SOLE 15,627 0 1,809
MICRON TECHNOLOGY INC COM 595112103 3,041,948 2,856 SH SOLE 2,348 0 508
MICROSOFT CORP COM 594918104 32,336,019 63,045 SH SOLE 49,220 0 13,825
MORGAN STANLEY COM NEW 617446448 7,224,269 38,411 SH SOLE 27,967 0 10,444
NETFLIX INC. COM 64110L106 3,971,693 57,081 SH SOLE 53,461 0 3,620
NEWMONT CORP COM 651639106 4,612,682 39,992 SH SOLE 33,377 0 6,615
NEXTERA ENERGY INC COM 65339F101 2,906,376 38,373 SH SOLE 35,268 0 3,105
NORTHROP GRUMMAN CORP COM 666807102 253,827 525 SH SOLE 525 0 0
NUCOR CORP COM 670346105 3,322,878 14,216 SH SOLE 12,049 0 2,167
NUVEEN MUN VALUE FD INC COM 670928100 296,071 35,715 SH SOLE 32,014 0 3,700
NVIDIA CORPORATION COM 67066G104 36,266,169 158,797 SH SOLE 117,095 0 41,703
ORACLE CORP COM 68389X105 1,193,755 8,694 SH SOLE 7,865 0 830
ORANGE CNTY BANCORP INC COM 68417L107 39,201,068 1,060,922 SH SOLE 159,454 0 901,468
OSHKOSH CORP COM 688239201 316,381 2,456 SH SOLE 488 0 1,968
PEPSICO INC COM 713448108 3,810,324 30,069 SH SOLE 21,141 0 8,928
PFIZER INC COM 717081103 291,881 10,234 SH SOLE 6,484 0 3,750
PHILLIPS 66 COM 718546104 261,436 1,024 SH SOLE 324 0 700
PLATINUM GROUP METALS LTD COM 72765Q882 16,569 13,150 SH SOLE 0 0 13,150
PNC FINL SVCS GROUP INC COM 693475105 283,381 1,275 SH SOLE 200 0 1,075
PROCTER & GAMBLE CO COM 742718109 2,289,672 15,760 SH SOLE 11,643 0 4,117
QUANTA SVCS INC COM 74762E102 4,227,741 6,580 SH SOLE 6,102 0 478
RESMED INC COM 761152107 2,432,100 11,000 SH SOLE 0 0 11,000
ROCKWELL AUTOMATION INC COM 773903109 2,442,427 5,611 SH SOLE 5,228 0 383
RTX CORPORATION COM 75513E101 1,397,943 7,530 SH SOLE 2,279 0 5,251
SALESFORCE INC COM 79466L302 5,674,979 24,720 SH SOLE 21,251 0 3,469
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 3,073,217 49,971 SH SOLE 0 0 49,971
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 8,083,719 72,846 SH SOLE 0 0 72,846
SELECT SECTOR SPDR TR ST STR REAL ETF 81369Y860 1,461,638 35,728 SH SOLE 0 0 35,728
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 7,932,069 47,097 SH SOLE 0 0 47,097
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 1,377,776 28,291 SH SOLE 0 0 28,291
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1,454,350 36,875 SH SOLE 650 0 36,225
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 34,583,161 176,670 SH SOLE 0 0 176,670
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 3,909,746 48,508 SH SOLE 0 0 48,508
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 7,628,594 70,090 SH SOLE 0 0 70,090
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 10,028,842 187,806 SH SOLE 0 0 187,806
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 6,490,518 38,870 SH SOLE 408 0 38,462
SHERWIN WILLIAMS CO COM 824348106 3,983,337 12,322 SH SOLE 8,375 0 3,947
SLB LIMITED COM STK 806857108 2,878,058 59,073 SH SOLE 51,573 0 7,501
SOUTHERN CO COM 842587107 1,503,044 18,133 SH SOLE 18,133 0 0
SPDR SERIES TRUST ST STR P400MID 78464A847 2,135,677 33,878 SH SOLE 100 0 33,778
SPDR SERIES TRUST ST STR P500VAL 78464A508 279,792 4,577 SH SOLE 0 0 4,577
SPDR SERIES TRUST ST INTER BD ETF 78464A375 44,625,032 1,382,436 SH SOLE 1,500 0 1,380,936
SPDR SERIES TRUST ST STR P500ETF 78464A854 375,017 4,178 SH SOLE 767 0 3,411
SPDR SERIES TRUST ST SHOR CORP ETF 78464A474 36,003,690 1,216,752 SH SOLE 0 0 1,216,752
SPDR SERIES TRUST ST STR SP600 SML 78468R853 7,961,139 150,608 SH SOLE 200 0 150,408
SPDR SERIES TRUST ST STR P500GRW 78464A409 393,241 3,195 SH SOLE 0 0 3,195
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 12,642,120 16,577 SH SOLE 55 0 16,522
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 2,946,004 4,486 SH SOLE 0 0 4,486
SYSCO CORP COM 871829107 318,787 4,089 SH SOLE 2,439 0 1,650
TENET HEALTHCARE CORP COM NEW 88033G407 6,116,313 23,933 SH SOLE 21,620 0 2,313
TEXAS INSTRS INC COM 882508104 210,068 750 SH SOLE 750 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,760,899 14,460 SH SOLE 10,952 0 3,508
UNITED RENTALS INC COM 911363109 6,074,740 6,070 SH SOLE 4,496 0 1,574
UNITEDHEALTH GROUP INC COM 91324P102 879,357 2,396 SH SOLE 2,069 0 327
VALERO ENERGY CORP COM 91913Y100 552,344 1,425 SH SOLE 0 0 1,425
VERIZON COMMUNICATIONS INC COM 92343V104 569,960 12,426 SH SOLE 9,363 0 3,063
VISA INC COM CL A 92826C839 9,402,602 26,167 SH SOLE 19,632 0 6,535
WALMART INC COM 931142103 3,101,963 29,850 SH SOLE 15,480 0 14,370
WW GRAINGER INC COM 384802104 5,720,542 4,592 SH SOLE 3,956 0 636