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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories Common Stock 002824100   7,950,985 76,518 SH   SOLE   76,518 0 0
Abbvie Inc. Common Stock 00287Y109   4,933,601 28,764 SH   SOLE   28,764 0 0
Adobe Inc. Common Stock 00724F101   5,525,956 9,947 SH   SOLE   9,947 0 0
Advanced Micro Devices, Inc. Common Stock 007903107   7,021,422 43,286 SH   SOLE   43,286 0 0
Akamai Technologies, Inc. Common Stock 00971T101   2,053,193 22,793 SH   SOLE   22,793 0 0
Alphabet Inc. Class C Capital Stock 02079K107   49,258,175 268,554 SH   SOLE   268,554 0 0
Amazon.com, Inc. Common Stock 023135106   18,008,388 93,187 SH   SOLE   93,187 0 0
American Express Company Common Stock 025816109   4,185,498 18,076 SH   SOLE   18,076 0 0
American Tower Corporation Common Stock 03027X100   5,033,276 25,894 SH   SOLE   25,894 0 0
Amgen Inc. Common Stock 031162100   3,401,018 10,885 SH   SOLE   10,885 0 0
Amphenol Corporation Class A Common 032095101   6,356,494 94,352 SH   SOLE   94,352 0 0
Apple Inc. Common Stock 037833100   71,358,898 338,804 SH   SOLE   338,804 0 0
Applied Materials, Inc. Common Stock 038222105   10,284,680 43,581 SH   SOLE   43,581 0 0
Bank of America Corp Common Stock 060505104   14,381,906 361,627 SH   SOLE   361,627 0 0
Berkshire Hathaway Inc. Class B Common Stock 084670702   15,474,265 38,039 SH   SOLE   38,039 0 0
Blackrock, Inc. Common Stock 09247X101   3,443,738 4,374 SH   SOLE   4,374 0 0
Bristol-Myers Squibb Company Common Stock 110122108   1,256,116 30,246 SH   SOLE   30,246 0 0
Broadcom Inc. Common Stock 11135F101   21,074,187 13,126 SH   SOLE   13,126 0 0
Cadence Design System, Inc. Common Stock 127387108   3,913,657 12,717 SH   SOLE   12,717 0 0
Chevron Corporation Common Stock 166764100   4,031,726 25,775 SH   SOLE   25,775 0 0
Cisco Systems, Inc. Common Stock 17275R102   4,602,816 96,881 SH   SOLE   96,881 0 0
Coca Cola Company Common Stock 191216100   8,089,597 127,095 SH   SOLE   127,095 0 0
ConocoPhillips Common Stock 20825C104   4,238,237 37,054 SH   SOLE   37,054 0 0
Costco Wholesale Corporation Common Stock 22160K105   7,428,063 8,739 SH   SOLE   8,739 0 0
Crown Castle Inc. Common Stock 22822V101   2,916,345 29,850 SH   SOLE   29,850 0 0
D.R. Horton Inc. Common Stock 23331A109   550,191 3,904 SH   SOLE   3,904 0 0
Ecolab Inc. Common Stock 278865100   3,342,710 14,045 SH   SOLE   14,045 0 0
Elevance Health, Inc. Common Stock 036752103   7,491,756 13,826 SH   SOLE   13,826 0 0
Eli Lilly and Company Common Stock 532457108   21,617,758 23,877 SH   SOLE   23,877 0 0
Equinix, Inc. Common Stock 29444U700   2,854,652 3,773 SH   SOLE   3,773 0 0
Exxon Mobil Corporation Common Stock 30231G102   11,213,148 97,404 SH   SOLE   97,404 0 0
Freeport-McMoRan Inc. Class B Common Stock 35671D857   1,580,861 32,528 SH   SOLE   32,528 0 0
The Goldman Sachs Group, Inc. Common Stock 38141G104   4,441,330 9,819 SH   SOLE   9,819 0 0
Global X Funds Lithium & Battery Tech ETF 37954Y855   3,116,000 80,000 SH   SOLE   80,000 0 0
Graco Inc. Common Stock 384109104   1,059,815 13,368 SH   SOLE   13,368 0 0
The Hershey Company Common Stock 427866108   5,247,060 28,543 SH   SOLE   28,543 0 0
Home Depot, Inc. Common Stock 437076102   246,820 717 SH   SOLE   717 0 0
Humana Inc. Common Stock 444859102   5,099,575 13,648 SH   SOLE   13,648 0 0
Intel Corporation Common Stock 458140100   3,340,115 107,850 SH   SOLE   107,850 0 0
International Business Machines Corporation Common Stock 459200101   2,676,747 15,477 SH   SOLE   15,477 0 0
Intuit Inc. Common Stock 461202103   4,269,236 6,496 SH   SOLE   6,496 0 0
Johnson & Johnson Common Stock 478160104   11,705,077 80,084 SH   SOLE   80,084 0 0
JPMorgan Chase & Co. Common Stock 46625H100   21,811,718 107,840 SH   SOLE   107,840 0 0
Kenvue Inc. Common Stock 49177J102   5,275,763 290,196 SH   SOLE   290,196 0 0
Keurig Dr Pepper Inc. Common Stock 49271V100   6,098,473 182,589 SH   SOLE   182,589 0 0
Linde plc Ordinary Shares G54950103   8,906,527 20,297 SH   SOLE   20,297 0 0
Marsh and McLennan Companies, Inc. Common Stock 571748102   7,679,480 36,444 SH   SOLE   36,444 0 0
Martin Marietta Materials, Inc. Common Stock 573284106   2,970,148 5,482 SH   SOLE   5,482 0 0
Mastercard Incorporated Class A Common Stock 57636Q104   10,261,382 23,260 SH   SOLE   23,260 0 0
McKesson Corporation Common Stock 58155Q103   5,495,232 9,409 SH   SOLE   9,409 0 0
Merck & Company, Inc. Common Stock 58933Y105   9,905,238 80,010 SH   SOLE   80,010 0 0
Meta Platforms, Inc. Class A Common Stock 30303M102   29,263,416 58,037 SH   SOLE   58,037 0 0
Microsoft Corporation Common Stock 594918104   79,138,755 177,064 SH   SOLE   177,064 0 0
MiNK Therapeutics, Inc. Common Stock 603693102   158,199 166,666 SH   SOLE   166,666 0 0
Monster Beverage Corporation Common Stock 61174X109   4,769,576 95,487 SH   SOLE   95,487 0 0
Nasdaq, Inc. Common Stock 631103108   8,240,013 136,741 SH   SOLE   136,741 0 0
Netflix, Inc. Common Stock 64110L106   10,995,820 16,293 SH   SOLE   16,293 0 0
NVIDIA Corporation Common Stock 67066G104   69,425,774 561,970 SH   SOLE   561,970 0 0
NVR Inc Common Stock 62944T105   424,959 56 SH   SOLE   56 0 0
Occidental Petroleum Corporation Common Stock 674599105   13,923,075 220,896 SH   SOLE   220,896 0 0
Oracle Corporation Common Stock 68389X105   9,291,807 65,806 SH   SOLE   65,806 0 0
Palo Alto Networks, Inc. Common Stock 697435105   4,889,202 14,422 SH   SOLE   14,422 0 0
Pepsico, Inc. Common Stock 713448108   6,273,607 38,038 SH   SOLE   38,038 0 0
Pfizer Inc. Common Stock 717081103   4,171,370 149,084 SH   SOLE   149,084 0 0
Pinterest, Inc. Class A Common Stock 72352L106   4,116,402 93,406 SH   SOLE   93,406 0 0
Plug Power, Inc. Common Stock 72919P202   48,560 20,841 SH   SOLE   20,841 0 0
Procter & Gamble Company Common Stock 742718109   9,863,370 59,807 SH   SOLE   59,807 0 0
Prologis, Inc. Common Stock 74340W103   4,079,661 36,325 SH   SOLE   36,325 0 0
S&P Global Inc. Common Stock 78409V104   4,429,672 9,932 SH   SOLE   9,932 0 0
Salesforce, Inc. Common Stock 79466L302   5,629,719 21,897 SH   SOLE   21,897 0 0
Schlumberger Limited Common Stock 806857108   2,581,029 54,706 SH   SOLE   54,706 0 0
Select Sector SPDR Fund Consumer Discretionary 81369Y407   83,502,327 458,005 SH   SOLE   458,005 0 0
Select Sector SPDR Fund Utilities 81369Y886   15,541,663 228,010 SH   SOLE   228,010 0 0
Select Sector SPDR Fund Industrial 81369Y704   75,293,046 617,670 SH   SOLE   617,670 0 0
SPDR SER TR S&P Biotech 78464A870   4,103,430 44,256 SH   SOLE   44,256 0 0
The Sherwin-Williams Company Common Stock 824348106   3,709,783 12,431 SH   SOLE   12,431 0 0
The Cigna Group Common Stock 125523100   2,992,981 9,054 SH   SOLE   9,054 0 0
Thermo Fisher Scientific Inc. Common Stock 883556102   2,283,890 4,130 SH   SOLE   4,130 0 0
UnitedHealth Group Incorporated Common Stock 91324P102   12,952,519 25,434 SH   SOLE   25,434 0 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   6,855,030 14,625 SH   SOLE   14,625 0 0
Visa Inc. Class A Common Stock 92826C839   14,849,503 56,576 SH   SOLE   56,576 0 0
Walmart Inc. Common Stock 931142103   4,813,572 71,091 SH   SOLE   71,091 0 0
The Walt Disney Company Common Stock 254687106   3,190,486 32,133 SH   SOLE   32,133 0 0
Wells Fargo & Company Common Stock 949746101   4,924,975 82,926 SH   SOLE   82,926 0 0
Zoetis Inc. Class A Common Stock 98978V103   6,219,983 35,879 SH   SOLE   35,879 0 0