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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 BBG001S5T7X2 1,285,094 9,955 SH   SOLE   9,955 0 0
ABBOTT LABS COM 002824100 BBG001S5N9M6 1,580,147 13,970 SH   SOLE   13,970 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2,444,328 13,755 SH   SOLE   13,755 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 281,216 632 SH   SOLE   632 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 281,561 2,331 SH   SOLE   2,331 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 275,962 3,206 SH   SOLE   3,205 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,462,831 18,293 SH   SOLE   18,292 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 540,469 2,838 SH   SOLE   2,838 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 1,040,937 19,907 SH   SOLE   19,907 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 3,135,668 14,293 SH   SOLE   14,292 0 0
AMDOCS LTD SHS G02602103 BBG001SBX7P3 483,255 5,676 SH   SOLE   5,676 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 351,673 3,813 SH   SOLE   3,813 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 2,182,690 7,354 SH   SOLE   7,354 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 1,669,806 6,407 SH   SOLE   6,406 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG001T53FW2 297,149 5,935 SH   SOLE   5,934 0 0
APPLE INC COM 037833100 BBG001S5N8V8 13,654,304 54,526 SH   SOLE   54,525 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 3,485,511 153,075 SH   SOLE   153,074 0 0
AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 848,644 3,858 SH   SOLE   3,858 0 0
BANK AMERICA CORP 7.25%CNV PFD L 060505682   259,700 213 SH   SOLE   213 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 2,088,807 47,527 SH   SOLE   47,526 0 0
BARRICK GOLD CORP COM 067901108 BBG001S5N9P3 251,689 16,238 SH   SOLE   16,238 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 438,793 1,934 SH   SOLE   1,934 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1,361,840 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 9,798,706 21,617 SH   SOLE   21,617 0 0
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 457,322 446 SH   SOLE   446 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 1,096,246 6,358 SH   SOLE   6,358 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,835,323 32,449 SH   SOLE   32,449 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 355,609 9,791 SH   SOLE   9,791 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,717,239 7,407 SH   SOLE   7,407 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 327,796 3,229 SH   SOLE   3,229 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 27,674,065 75,030 SH   SOLE   75,030 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 905,560 13,266 SH   SOLE   13,266 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 694,323 1,914 SH   SOLE   1,914 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2,636,759 18,205 SH   SOLE   18,204 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 236,789 857 SH   SOLE   857 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 2,595,228 43,838 SH   SOLE   43,838 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 1,067,676 15,168 SH   SOLE   15,168 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 387,185 2,384 SH   SOLE   2,384 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 1,831,214 29,412 SH   SOLE   29,412 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 229,966 2,530 SH   SOLE   2,529 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 326,511 8,700 SH   SOLE   8,700 0 0
CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 406,343 14,643 SH   SOLE   14,643 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 395,094 3,984 SH   SOLE   3,984 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 1,208,620 13,545 SH   SOLE   13,545 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,402,834 1,531 SH   SOLE   1,531 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 505,296 1,450 SH   SOLE   1,449 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 1,879,081 41,860 SH   SOLE   41,859 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 441,425 1,923 SH   SOLE   1,923 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 409,785 2,195 SH   SOLE   2,195 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 980,442 2,314 SH   SOLE   2,314 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,004,329 9,020 SH   SOLE   9,019 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 800,584 14,864 SH   SOLE   14,864 0 0
DOVER CORP COM 260003108 BBG001S5QL46 331,489 1,767 SH   SOLE   1,767 0 0
DOW INC COM 260557103 BBG00BN96931 554,048 13,806 SH   SOLE   13,806 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,330,319 12,347 SH   SOLE   12,347 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 488,712 6,409 SH   SOLE   6,409 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 1,617,203 4,873 SH   SOLE   4,873 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,131,752 1,466 SH   SOLE   1,466 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 686,374 5,538 SH   SOLE   5,538 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 2,900,718 26,966 SH   SOLE   26,965 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 2,315,835 8,232 SH   SOLE   8,231 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 404,472 1,969 SH   SOLE   1,969 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 314,892 1,109 SH   SOLE   1,109 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 613,464 3,678 SH   SOLE   3,678 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 300,642 914 SH   SOLE   914 0 0
GENERAL MLS INC COM 370334104 BBG001S5RKR2 1,065,597 16,710 SH   SOLE   16,710 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 2,146,847 23,242 SH   SOLE   23,241 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2,550,195 4,454 SH   SOLE   4,453 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 411,961 12,181 SH   SOLE   12,181 0 0
GUIDEWIRE SOFTWARE INC NOTE 1.250% 3/1 40171VAA8   14,729 10,000 SH   SOLE   10,000 0 0
HALEON PLC SPON ADS 405552100 BBG018GZNDB0 103,595 10,859 SH   SOLE   10,859 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,917,967 4,931 SH   SOLE   4,930 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 1,080,703 4,784 SH   SOLE   4,784 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 484,705 1,912 SH   SOLE   1,911 0 0
INDEPENDENT BK CORP MASS COM 453836108 BBG001S5S8F1 1,466,742 22,850 SH   SOLE   22,850 0 0
INGREDION INC COM 457187102 BBG001SBH4X9 256,549 1,865 SH   SOLE   1,865 0 0
INTEL CORP COM 458140100 BBG001S5SF65 1,167,649 58,237 SH   SOLE   58,236 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3,067,621 13,955 SH   SOLE   13,954 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 3,371,242 19,239 SH   SOLE   19,238 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 701,020 1,371 SH   SOLE   1,371 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,542,555 2,620 SH   SOLE   2,620 0 0
ISHARES TR GLOBAL TECH ETF 464287291 BBG001S60KQ0 412,705 4,870 SH   SOLE   4,869 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 1,099,256 4,975 SH   SOLE   4,974 0 0
JETBLUE AWYS CORP COM 477143101 BBG001S9YPC1 218,634 27,816 SH   SOLE   27,816 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,636,071 38,972 SH   SOLE   38,971 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 8,548,023 35,660 SH   SOLE   35,659 0 0
KELLANOVA COM 487836108 BBG001S5SJL0 362,827 4,481 SH   SOLE   4,481 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 849,780 6,485 SH   SOLE   6,484 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 2,104,019 76,789 SH   SOLE   76,789 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 1,402,396 2,886 SH   SOLE   2,885 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 388,529 1,016 SH   SOLE   1,016 0 0
M & T BK CORP COM 55261F104 BBG001S7S2B4 405,538 2,157 SH   SOLE   2,157 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,451,753 2,757 SH   SOLE   2,757 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 475,420 1,640 SH   SOLE   1,640 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 800,154 1,404 SH   SOLE   1,404 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 297,755 3,728 SH   SOLE   3,727 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,978,145 50,042 SH   SOLE   50,041 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 5,186,729 8,858 SH   SOLE   8,858 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 298,043 3,640 SH   SOLE   3,640 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 11,397,548 27,040 SH   SOLE   27,040 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 203,199 3,545 SH   SOLE   3,545 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 386,214 6,466 SH   SOLE   6,466 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 1,604,942 12,766 SH   SOLE   12,766 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 3,303,232 3,706 SH   SOLE   3,706 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 426,827 11,468 SH   SOLE   11,467 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 648,296 9,043 SH   SOLE   9,043 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 664,707 8,784 SH   SOLE   8,784 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 714,896 3,046 SH   SOLE   3,046 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 246,847 526 SH   SOLE   526 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,488,261 18,529 SH   SOLE   18,529 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 1,476,264 8,859 SH   SOLE   8,859 0 0
ORGANON & CO COMMON STOCK 68622V106 BBG00ZQRGW42 285,554 19,139 SH   SOLE   19,139 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 419,060 4,525 SH   SOLE   4,525 0 0
PARSONS CORP DEL NOTE 0.250% 8/1 70202LAB8   71,972 35,000 SH   SOLE   35,000 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 715,745 8,386 SH   SOLE   8,386 0 0
PEPSICO INC COM 713448108 BBG001S695T1 2,464,727 16,209 SH   SOLE   16,208 0 0
PFIZER INC COM 717081103 BBG001S5V466 4,075,966 153,636 SH   SOLE   153,636 0 0
PGIM ETF TR PGIM ULTRA SH BD 69344A107 BBG00KJQ1QS8 554,396 11,189 SH   SOLE   11,188 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 1,275,309 10,597 SH   SOLE   10,596 0 0
PHILLIPS 66 COM 718546104 BBG00286S4P7 384,704 3,377 SH   SOLE   3,376 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 1,227,554 14,481 SH   SOLE   14,481 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 654,340 3,393 SH   SOLE   3,393 0 0
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 395,478 3,497 SH   SOLE   3,497 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,319,112 25,763 SH   SOLE   25,762 0 0
PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 238,953 798 SH   SOLE   798 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 1,182,526 7,698 SH   SOLE   7,697 0 0
RADNET INC COM 750491102 BBG001S75DK5 279,360 4,000 SH   SOLE   4,000 0 0
REALTY INCOME CORP COM 756109104 BBG001S884K0 365,271 6,839 SH   SOLE   6,839 0 0
ROYAL BK CDA COM 780087102 BBG001S60869 345,984 2,871 SH   SOLE   2,871 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 1,672,370 14,452 SH   SOLE   14,451 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,032,460 4,081 SH   SOLE   4,081 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 206,127 4,265 SH   SOLE   4,265 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 1,401,812 22,375 SH   SOLE   22,375 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 204,758 1,189 SH   SOLE   1,189 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 810,852 9,850 SH   SOLE   9,850 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 260,406 612 SH   SOLE   612 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1,609,116 6,646 SH   SOLE   6,645 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,501,538 2,562 SH   SOLE   2,562 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 254,602 447 SH   SOLE   447 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 932,301 10,217 SH   SOLE   10,217 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 1,184,925 3,291 SH   SOLE   3,291 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 919,765 6,804 SH   SOLE   6,804 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 399,584 2,131 SH   SOLE   2,131 0 0
THE CAMPBELLS COMPANY COM 134429109 BBG001S5Q2B0 241,313 5,762 SH   SOLE   5,762 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 415,664 799 SH   SOLE   799 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,224,530 10,136 SH   SOLE   10,136 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 898,998 2,434 SH   SOLE   2,434 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 778,548 13,731 SH   SOLE   13,731 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 1,091,121 4,785 SH   SOLE   4,784 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,491,628 11,829 SH   SOLE   11,828 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 494,052 10,329 SH   SOLE   10,329 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 219,069 756 SH   SOLE   755 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 228,894 1,352 SH   SOLE   1,352 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 202,286 2,593 SH   SOLE   2,593 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 427,798 2,185 SH   SOLE   2,184 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 231,353 4,838 SH   SOLE   4,838 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 3,990,852 99,796 SH   SOLE   99,796 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 135,917 10,917 SH   SOLE   10,917 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 4,152,131 13,138 SH   SOLE   13,137 0 0
VISHAY INTERTECHNOLOGY INC NOTE 2.250% 6/1 928298AP3   68,911 70,000 SH   SOLE   70,000 0 0
WALMART INC COM 931142103 BBG001S5XH92 1,068,479 11,826 SH   SOLE   11,826 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 213,123 20,163 SH   SOLE   20,163 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 223,180 1,106 SH   SOLE   1,106 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 1,363,107 19,406 SH   SOLE   19,406 0 0
WP CAREY INC COM 92936U109 BBG001S67MM3 1,500,832 27,548 SH   SOLE   27,548 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JN7 313,301 3,839 SH   SOLE   3,839 0 0