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
ABBVIE INC COM 00287Y109 8,357,852 31,950 SH SOLE 0 0 31,950
ADVANCED MICRO DEVICES INC COM 007903107 1,530,625 2,502 SH SOLE 130 0 2,372
AFLAC INC COM 001055102 291,857 2,611 SH SOLE 0 0 2,611
ALLSTATE CORP COM 020002101 240,052 1,082 SH SOLE 0 0 1,082
ALPHABET INC CAP STK CL A 02079K305 1,907,579 5,544 SH SOLE 0 0 5,544
ALPHABET INC CAP STK CL C 02079K107 21,998,469 64,560 SH SOLE 9 0 64,551
AMAZON COM INC COM 023135106 11,474,096 46,053 SH SOLE 12 0 46,041
AMERICAN ELEC PWR CO INC COM 025537101 3,774,549 31,815 SH SOLE 0 0 31,815
AMGEN INC COM 031162100 496,539 1,178 SH SOLE 0 0 1,178
AMPHENOL CORP CL A 032095101 2,975,292 35,294 SH SOLE 14 0 35,280
ANALOG DEVICES INC COM 032654105 622,438 1,569 SH SOLE 0 0 1,569
APPLE INC COM 037833100 44,772,099 134,442 SH SOLE 9 0 134,433
ARISTA NETWORKS INC COM SHS 040413205 3,504,201 17,212 SH SOLE 7 0 17,205
ARM HOLDINGS PLC SPONSORED ADS 042068205 300,378 1,037 SH SOLE 0 0 1,037
AT&T INC COM 00206R102 204,203 8,369 SH SOLE 0 0 8,369
AUTOMATIC DATA PROCESSING IN COM 053015103 282,059 1,093 SH SOLE 0 0 1,093
BANK OF NY MELLON CORP COM 064058100 215,065 1,487 SH SOLE 0 0 1,487
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 386,907 777 SH SOLE 0 0 777
BLACKROCK INC COM 09290D101 844,514 798 SH SOLE 0 0 798
BLACKSTONE INC COM 09260D107 2,483,035 22,152 SH SOLE 0 0 22,152
BROADCOM INC COM 11135F101 19,496,090 55,514 SH SOLE 2 0 55,512
CATERPILLAR INC COM 149123101 7,646,704 9,431 SH SOLE 0 0 9,431
CHEVRON CORPORATION COM 166764100 242,193 1,186 SH SOLE 0 0 1,186
CHUBB LIMITED COM H1467J104 213,689 657 SH SOLE 0 0 657
CIRCLE INTERNET GROUP INC COM CL A 172573107 205,425 2,500 SH SOLE 0 0 2,500
CISCO SYS INC COM 17275R102 424,336 3,942 SH SOLE 0 0 3,942
COINBASE GLOBAL INC COM CL A 19260Q107 220,523 1,183 SH SOLE 0 0 1,183
COREWEAVE INC COM CL A 21873S108 637,631 7,319 SH SOLE 2 0 7,317
COSTCO WHOLESALE CORPORATION COM 22160K105 8,292,253 9,109 SH SOLE 0 0 9,109
CROWDSTRIKE HLDGS INC CL A 22788C105 301,815 1,140 SH SOLE 0 0 1,140
CUMMINS INC COM 231021106 262,934 509 SH SOLE 0 0 509
DOVER CORP COM 260003108 3,757,084 20,086 SH SOLE 0 0 20,086
ELBIT SYS LTD ORD M3760D101 269,394 395 SH SOLE 0 0 395
ELI LILLY & CO COM 532457108 393,407 340 SH SOLE 0 0 340
EMERSON ELEC CO COM 291011104 236,372 1,524 SH SOLE 0 0 1,524
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 4,719,942 29,000 SH SOLE 0 0 29,000
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 651,320 2,258 SH SOLE 0 0 2,258
GE VERNOVA INC COM 36828A101 2,240,203 2,357 SH SOLE 0 0 2,357
GENERAL DYNAMICS CORP COM 369550108 5,716,965 17,228 SH SOLE 0 0 17,228
GENUINE PARTS CO COM 372460105 3,269,980 26,005 SH SOLE 0 0 26,005
GOLDMAN SACHS GROUP INC COM 38141G104 280,012 311 SH SOLE 0 0 311
HOME DEPOT INC COM 437076102 7,531,519 26,473 SH SOLE 0 0 26,473
HOWMET AEROSPACE INC COM 443201108 3,343,628 14,783 SH SOLE 5 0 14,778
HUBBELL INC COM 443510607 4,029,013 8,882 SH SOLE 0 0 8,882
ILLINOIS TOOL WKS INC COM 452308109 4,374,712 17,003 SH SOLE 0 0 17,003
INTEL CORP COM 458140100 257,172 2,139 SH SOLE 0 0 2,139
INTERNATIONAL BUSINESS MACHS COM 459200101 320,218 1,456 SH SOLE 0 0 1,456
ISHARES TR S&P 500 GRWT ETF 464287309 261,900 1,841 SH SOLE 0 0 1,841
JOHNSON & JOHNSON COM 478160104 8,207,397 31,001 SH SOLE 0 0 31,001
JPMORGAN CHASE & CO COM 46625H100 10,755,970 32,512 SH SOLE 0 0 32,512
KLA CORP COM NEW 482480100 6,611,113 33,914 SH SOLE 5 0 33,909
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 434,541 10,179 SH SOLE 0 0 10,179
LAM RESEARCH CORP COM NEW 512807306 18,511,250 56,349 SH SOLE 12 0 56,337
LINDE PLC SHS G54950103 457,563 964 SH SOLE 0 0 964
LOWES COS INC COM 548661107 3,102,659 16,835 SH SOLE 0 0 16,835
MASTERCARD INCORPORATED CL A 57636Q104 3,218,225 5,836 SH SOLE 2 0 5,834
MCDONALDS CORP COM 580135101 4,015,936 17,389 SH SOLE 0 0 17,389
MERCK & CO INC COM 58933Y105 7,066,541 48,630 SH SOLE 0 0 48,630
META PLATFORMS INC CL A 30303M102 22,818,972 31,466 SH SOLE 4 0 31,462
MICRON TECHNOLOGY INC COM 595112103 8,124,614 7,628 SH SOLE 2 0 7,626
MICROSOFT CORP COM 594918104 29,688,661 57,883 SH SOLE 5 0 57,878
MUELLER INDS INC COM 624756102 519,428 8,570 SH SOLE 0 0 8,570
NETFLIX INC. COM 64110L106 1,054,697 15,158 SH SOLE 0 0 15,158
NEXTERA ENERGY INC COM 65339F101 4,304,851 56,837 SH SOLE 0 0 56,837
NORFOLK SOUTHN CORP COM 655844108 240,402 778 SH SOLE 0 0 778
NORTHROP GRUMMAN CORP COM 666807102 492,183 1,018 SH SOLE 0 0 1,018
NUCOR CORP COM 670346105 5,528,704 23,651 SH SOLE 0 0 23,651
NVIDIA CORPORATION COM 67066G104 89,473,509 391,774 SH SOLE 600 0 391,174
OKLO INC COM CL A 02156V109 419,362 11,328 SH SOLE 0 0 11,328
ORACLE CORP COM 68389X105 8,451,471 61,554 SH SOLE 12 0 61,542
PALANTIR TECHNOLOGIES INC CL A 69608A108 20,373,112 108,918 SH SOLE 115 0 108,803
PALO ALTO NETWORKS INC COM 697435105 9,312,542 23,439 SH SOLE 10 0 23,429
PARKER-HANNIFIN CORP COM 701094104 3,881,939 4,063 SH SOLE 0 0 4,063
PEPSICO INC COM 713448108 2,440,163 19,256 SH SOLE 0 0 19,256
PHILIP MORRIS INTL INC COM 718172109 354,628 1,858 SH SOLE 0 0 1,858
PHILLIPS 66 COM 718546104 6,204,808 24,303 SH SOLE 0 0 24,303
PNC FINL SVCS GROUP INC COM 693475105 2,077,148 9,345 SH SOLE 0 0 9,345
POWELL INDS INC COM 739128106 5,772,960 31,295 SH SOLE 9 0 31,286
PROCTER & GAMBLE CO COM 742718109 3,985,249 27,431 SH SOLE 0 0 27,431
PROVIDENT FINL SVCS INC COM 74386T105 345,230 15,586 SH SOLE 0 0 15,586
QUANTA SVCS INC COM 74762E102 3,869,333 6,022 SH SOLE 1 0 6,021
RTX CORPORATION COM 75513E101 6,682,001 35,992 SH SOLE 0 0 35,992
SALESFORCE INC COM 79466L302 255,053 1,111 SH SOLE 0 0 1,111
SHERWIN WILLIAMS CO COM 824348106 271,224 839 SH SOLE 0 0 839
SOUTHERN CO COM 842587107 2,654,589 32,025 SH SOLE 0 0 32,025
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 1,345,092 8,916 SH SOLE 55 0 8,861
SPDR SERIES TRUST ST STR P500GRW 78464A409 514,108 4,177 SH SOLE 0 0 4,177
SPDR SERIES TRUST ST STR P400MID 78464A847 236,577 3,753 SH SOLE 0 0 3,753
SPDR SERIES TRUST ST STR P500ETF 78464A854 295,135 3,288 SH SOLE 0 0 3,288
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 233,425 459 SH SOLE 0 0 459
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,486,648 1,949 SH SOLE 0 0 1,949
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 567,399 864 SH SOLE 0 0 864
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 225,815 495 SH SOLE 0 0 495
TESLA INC COM 88160R101 6,712,645 18,919 SH SOLE 4 0 18,915
TEXAS INSTRS INC COM 882508104 4,312,377 15,396 SH SOLE 0 0 15,396
TRANE TECHNOLOGIES PLC SHS G8994E103 202,034 447 SH SOLE 0 0 447
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 529,475 755 SH SOLE 0 0 755
VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 697,395 7,739 SH SOLE 0 0 7,739
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 326,570 3,936 SH SOLE 0 0 3,936
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 240,075 1,029 SH SOLE 0 0 1,029
VANGUARD STAR FDS VG TL INTL STK F 921909768 230,112 2,708 SH SOLE 0 0 2,708
VANGUARD WORLD FD INF TECH ETF 92204A702 212,131 1,688 SH SOLE 0 0 1,688
VERIZON COMMUNICATIONS INC COM 92343V104 3,083,761 67,228 SH SOLE 0 0 67,228
VERTIV HOLDINGS CO COM CL A 92537N108 5,621,809 23,297 SH SOLE 6 0 23,291
VISA INC COM CL A 92826C839 5,870,751 16,338 SH SOLE 3 0 16,335
VISTRA CORP COM 92840M102 1,636,821 11,831 SH SOLE 2 0 11,829
WALMART INC COM 931142103 7,864,391 75,677 SH SOLE 0 0 75,677
WASTE MGMT INC DEL COM 94106L109 4,760,991 23,347 SH SOLE 0 0 23,347