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
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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 LABS COM 002824100   506,469 4,456 SH   SOLE   0 0 4,456
ABBVIE INC COM 00287Y109   969,683 5,325 SH   SOLE   0 0 5,325
ABERCROMBIE & FITCH CO CL A 002896207   757,369 6,043 SH   SOLE   0 0 6,043
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   347,650 1,003 SH   SOLE   0 0 1,003
ADVANCED MICRO DEVICES INC COM 007903107   332,282 1,841 SH   SOLE   0 0 1,841
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   661,891 9,147 SH   SOLE   0 0 9,147
ALLIENT INC COM 019330109   622,937 17,459 SH   SOLE   0 0 17,459
ALPHABET INC CAP STK CL C 02079K107   1,745,828 11,466 SH   SOLE   0 0 11,466
ALPHABET INC CAP STK CL A 02079K305   2,851,677 19,294 SH   SOLE   0 0 19,294
ALTRIA GROUP INC COM 02209S103   287,674 6,595 SH   SOLE   0 0 6,595
AMAZON COM INC COM 023135106   3,347,853 18,560 SH   SOLE   0 0 18,560
AMERICAN WTR WKS CO INC NEW COM 030420103   207,757 1,700 SH   SOLE   0 0 1,700
AMGEN INC COM 031162100   1,279,440 4,500 SH   SOLE   0 0 4,500
APPLE INC COM 037833100   4,898,911 28,568 SH   SOLE   0 0 28,568
ARISTA NETWORKS INC COM 040413106   318,978 1,100 SH   SOLE   0 0 1,100
ARM HOLDINGS PLC SPONSORED ADR 042068205   2,069,334 16,556 SH   SOLE   0 0 16,556
ASML HOLDING N V N Y REGISTRY SHS N07059210   985,998 1,016 SH   SOLE   0 0 1,016
ASTERA LABS INC COM 04626A103   2,515,412 33,905 SH   SOLE   0 0 33,905
ASTRAZENECA PLC SPONSORED ADR 046353108   334,075 4,931 SH   SOLE   0 0 4,931
AT&T INC COM 00206R102   190,819 10,842 SH   SOLE   0 0 10,842
AUTOMATIC DATA PROCESSING IN COM 053015103   518,460 2,076 SH   SOLE   0 0 2,076
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,301,926 5,474 SH   SOLE   0 0 5,474
BLACKROCK INC COM 09247X101   211,760 254 SH   SOLE   0 0 254
BLACKROCK LTD DURATION INCOM COM SHS 09249W101   887,706 63,272 SH   SOLE   0 0 63,272
BOEING CO COM 097023105   227,728 1,180 SH   SOLE   0 0 1,180
BRISTOL-MYERS SQUIBB CO COM 110122108   848,916 15,654 SH   SOLE   0 0 15,654
CANADIAN PACIFIC KANSAS CITY COM 13646K108   363,789 4,126 SH   SOLE   0 0 4,126
CATERPILLAR INC COM 149123101   519,818 1,419 SH   SOLE   0 0 1,419
CHEVRON CORP NEW COM 166764100   4,492,942 28,483 SH   SOLE   0 0 28,483
CISCO SYS INC COM 17275R102   341,784 6,848 SH   SOLE   0 0 6,848
COCA COLA CO COM 191216100   308,262 5,039 SH   SOLE   0 0 5,039
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   231,596 3,160 SH   SOLE   0 0 3,160
COLGATE PALMOLIVE CO COM 194162103   1,028,461 11,421 SH   SOLE   0 0 11,421
COMMERCE BANCSHARES INC COM 200525103   1,276,428 23,993 SH   SOLE   0 0 23,993
CONOCOPHILLIPS COM 20825C104   420,360 3,303 SH   SOLE   0 0 3,303
COSTCO WHSL CORP NEW COM 22160K105   2,574,462 3,514 SH   SOLE   0 0 3,514
CSX CORP COM 126408103   394,388 10,639 SH   SOLE   0 0 10,639
CVS HEALTH CORP COM 126650100   1,107,396 13,884 SH   SOLE   0 0 13,884
DANAHER CORPORATION COM 235851102   203,522 815 SH   SOLE   0 0 815
DAVITA INC COM 23918K108   207,075 1,500 SH   SOLE   0 0 1,500
DBX ETF TR XTRACK MSCI EURP 233051853   370,476 9,025 SH   SOLE   0 0 9,025
DEERE & CO COM 244199105   214,817 523 SH   SOLE   0 0 523
DELL TECHNOLOGIES INC CL C 24703L202   2,002,174 17,546 SH   SOLE   0 0 17,546
DISNEY WALT CO COM 254687106   452,854 3,701 SH   SOLE   0 0 3,701
DOUBLELINE INCOME SOLUTIONS COM 258622109   450,088 35,440 SH   SOLE   0 0 35,440
DOVER CORP COM 260003108   6,388,585 36,055 SH   SOLE   0 0 36,055
DUKE ENERGY CORP NEW COM NEW 26441C204   8,746,729 90,443 SH   SOLE   0 0 90,443
EATON CORP PLC SHS G29183103   255,285 816 SH   SOLE   0 0 816
ELI LILLY & CO COM 532457108   7,488,707 9,626 SH   SOLE   0 0 9,626
ENERSYS COM 29275Y102   327,115 3,463 SH   SOLE   0 0 3,463
ETF SER SOLUTIONS US VEGAN CLIMATE 26922A297   315,932 6,741 SH   SOLE   0 0 6,741
EXXON MOBIL CORP COM 30231G102   1,709,774 14,709 SH   SOLE   0 0 14,709
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   2,630,785 42,391 SH   SOLE   0 0 42,391
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302   205,090 1,000 SH   SOLE   0 0 1,000
GENERAC HLDGS INC COM 368736104   627,547 4,975 SH   SOLE   0 0 4,975
GENERAL ELECTRIC CO COM NEW 369604301   2,885,555 16,439 SH   SOLE   0 0 16,439
GENERAL MLS INC COM 370334104   4,077,985 58,282 SH   SOLE   0 0 58,282
GOLD ROYALTY CORP COMMON SHARES 38071H106   663,287 39,861 SH   SOLE   0 0 39,861
GOLDMAN SACHS GROUP INC COM 38141G104   440,017 1,053 SH   SOLE   0 0 1,053
HERSHEY CO COM 427866108   654,687 3,366 SH   SOLE   0 0 3,366
HOME DEPOT INC COM 437076102   1,461,132 4,009 SH   SOLE   0 0 4,009
HONEYWELL INTL INC COM 438516106   337,431 1,844 SH   SOLE   0 0 1,844
IDEXX LABS INC COM 45168D104   440,583 816 SH   SOLE   0 0 816
INTEL CORP COM 458140100   1,269,004 28,730 SH   SOLE   0 0 28,730
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,486,560 8,777 SH   SOLE   0 0 8,777
INVESCO QQQ TR UNIT SER 1 46090E103   2,458,209 5,536 SH   SOLE   0 0 5,536
ISHARES TR MSCI ACWI ETF 464288257   1,180,497 10,719 SH   SOLE   0 0 10,719
ISHARES TR GRWT ALLOCAT ETF 464289867   312,476 5,613 SH   SOLE   0 0 5,613
ISHARES TR AGGRES ALLOC ETF 464289859   1,843,290 25,092 SH   SOLE   0 0 25,092
ISHARES TR U.S. REAL ES ETF 464287739   204,702 2,277 SH   SOLE   0 0 2,277
ISHARES TR ISHS 1-5YR INVS 464288646   1,363,324 26,586 SH   SOLE   0 0 26,586
ISHARES TR CORE S&P MCP ETF 464287507   416,373 6,855 SH   SOLE   0 0 6,855
ISHARES TR CORE S&P500 ETF 464287200   240,784 458 SH   SOLE   0 0 458
ISHARES TR CORE US AGGBD ET 464287226   377,277 3,852 SH   SOLE   0 0 3,852
ISHARES TR IBOXX INV CP ETF 464287242   540,597 4,963 SH   SOLE   0 0 4,963
ISHARES TR INTL SEL DIV ETF 464288448   664,618 23,703 SH   SOLE   0 0 23,703
ISHARES TR ISHARES BIOTECH 464287556   445,279 3,245 SH   SOLE   0 0 3,245
ISHARES TR RUSSELL 2000 ETF 464287655   2,048,532 9,741 SH   SOLE   0 0 9,741
ISHARES TR S&P 500 GRWT ETF 464287309   3,190,660 37,786 SH   SOLE   0 0 37,786
ISHARES TR S&P 500 VAL ETF 464287408   3,148,890 16,856 SH   SOLE   0 0 16,856
ISHARES TR S&P MC 400GR ETF 464287606   1,718,910 18,837 SH   SOLE   0 0 18,837
ISHARES TR S&P MC 400VL ETF 464287705   1,438,288 12,159 SH   SOLE   0 0 12,159
ISHARES TR CORE S&P SCP ETF 464287804   319,292 2,889 SH   SOLE   0 0 2,889
ISHARES TR S&P SML 600 GWT 464287887   1,150,784 8,803 SH   SOLE   0 0 8,803
ISHARES TR SP SMCP600VL ETF 464287879   990,722 9,641 SH   SOLE   0 0 9,641
ISHARES TR SELECT DIVID ETF 464287168   2,014,135 16,351 SH   SOLE   0 0 16,351
ISHARES TR TIPS BD ETF 464287176   1,135,270 10,570 SH   SOLE   0 0 10,570
ISHARES TR PFD AND INCM SEC 464288687   464,853 14,423 SH   SOLE   0 0 14,423
ISHARES TR BLACKROCK ULTRA 46434V878   216,245 4,277 SH   SOLE   0 0 4,277
ISHARES TR NATIONAL MUN ETF 464288414   1,257,414 11,686 SH   SOLE   0 0 11,686
ISHARES TR MSCI USA ESG SLC 464288802   446,942 4,094 SH   SOLE   0 0 4,094
JOHNSON & JOHNSON COM 478160104   1,918,740 12,129 SH   SOLE   0 0 12,129
JPMORGAN CHASE & CO COM 46625H100   1,157,734 5,780 SH   SOLE   0 0 5,780
LINDE PLC SHS G54950103   4,257,350 9,169 SH   SOLE   0 0 9,169
LOWES COS INC COM 548661107   248,616 976 SH   SOLE   0 0 976
MANULIFE FINL CORP COM 56501R106   239,904 9,600 SH   SOLE   0 0 9,600
MARATHON PETE CORP COM 56585A102   392,321 1,947 SH   SOLE   0 0 1,947
MARTIN MARIETTA MATLS INC COM 573284106   274,431 447 SH   SOLE   0 0 447
MCDONALDS CORP COM 580135101   487,120 2,328 SH   SOLE   0 0 2,328
MERCK & CO INC COM 58933Y105   1,878,308 14,235 SH   SOLE   0 0 14,235
META PLATFORMS INC CL A 30303M102   746,822 1,538 SH   SOLE   0 0 1,538
MICROSOFT CORP COM 594918104   11,121,312 26,834 SH   SOLE   0 0 26,834
MODINE MFG CO COM 607828100   8,694,369 91,337 SH   SOLE   0 0 91,337
NETFLIX INC COM 64110L106   422,702 696 SH   SOLE   0 0 696
NEW YORK TIMES CO CL A 650111107   211,173 4,886 SH   SOLE   0 0 4,886
NEWMONT CORP COM 651639106   398,648 11,123 SH   SOLE   0 0 11,123
NEXTERA ENERGY INC COM 65339F101   419,314 6,561 SH   SOLE   0 0 6,561
NIKE INC CL B 654106103   1,729,420 18,402 SH   SOLE   0 0 18,402
NORTHROP GRUMMAN CORP COM 666807102   912,326 1,906 SH   SOLE   0 0 1,906
NOVO-NORDISK A S ADR 670100205   325,366 2,534 SH   SOLE   0 0 2,534
NUCOR CORP COM 670346105   8,451,913 42,708 SH   SOLE   0 0 42,708
NUSCALE PWR CORP CL A COM 67079K100   63,720 12,000 SH   SOLE   0 0 12,000
NUTRIEN LTD COM 67077M108   767,129 14,125 SH   SOLE   0 0 14,125
NVIDIA CORPORATION COM 67066G104   16,352,429 18,098 SH   SOLE   0 0 18,098
NXP SEMICONDUCTORS N V COM N6596X109   920,466 3,715 SH   SOLE   0 0 3,715
ORACLE CORP COM 68389X105   717,107 5,709 SH   SOLE   0 0 5,709
PALO ALTO NETWORKS INC COM 697435105   329,307 1,359 SH   SOLE   0 0 1,359
PEPSICO INC COM 713448108   2,012,611 11,500 SH   SOLE   0 0 11,500
PHILLIPS 66 COM 718546104   723,596 4,430 SH   SOLE   0 0 4,430
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   2,536,222 25,226 SH   SOLE   0 0 25,226
PROCTER AND GAMBLE CO COM 742718109   916,079 5,646 SH   SOLE   0 0 5,646
PROSHARES TR ULTRAPRO SHT QQQ 74347G432   71,060 11,000 SH   SOLE   0 0 11,000
QUALCOMM INC COM 747525103   2,336,848 13,803 SH   SOLE   0 0 13,803
QUANTA SVCS INC COM 74762E102   1,922,520 7,400 SH   SOLE   0 0 7,400
REGENERON PHARMACEUTICALS COM 75886F107   291,634 303 SH   SOLE   0 0 303
REPUBLIC SVCS INC COM 760759100   218,242 1,140 SH   SOLE   0 0 1,140
RIO TINTO PLC SPONSORED ADR 767204100   266,433 4,180 SH   SOLE   0 0 4,180
ROCKWELL AUTOMATION INC COM 773903109   218,498 750 SH   SOLE   0 0 750
RTX CORPORATION COM 75513E101   327,311 3,356 SH   SOLE   0 0 3,356
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   232,859 2,888 SH   SOLE   0 0 2,888
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   256,902 1,739 SH   SOLE   0 0 1,739
SHELL PLC SPON ADS 780259305   381,793 5,695 SH   SOLE   0 0 5,695
SHERWIN WILLIAMS CO COM 824348106   6,747,927 19,428 SH   SOLE   0 0 19,428
SPDR GOLD TR GOLD SHS 78463V107   968,754 4,709 SH   SOLE   0 0 4,709
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,550,275 8,699 SH   SOLE   0 0 8,699
SPDR SER TR BBG CONV SEC ETF 78464A359   1,075,295 14,722 SH   SOLE   0 0 14,722
SPDR SER TR S&P BIOTECH 78464A870   226,979 2,392 SH   SOLE   0 0 2,392
SPDR SER TR S&P METALS MNG 78464A755   613,109 10,171 SH   SOLE   0 0 10,171
STRYKER CORPORATION COM 863667101   302,758 846 SH   SOLE   0 0 846
TESLA INC COM 88160R101   1,131,015 6,434 SH   SOLE   0 0 6,434
THE CIGNA GROUP COM 125523100   301,811 831 SH   SOLE   0 0 831
THERMO FISHER SCIENTIFIC INC COM 883556102   331,871 571 SH   SOLE   0 0 571
TJX COS INC NEW COM 872540109   257,810 2,542 SH   SOLE   0 0 2,542
TRANE TECHNOLOGIES PLC SHS G8994E103   271,381 904 SH   SOLE   0 0 904
TRAVELERS COMPANIES INC COM 89417E109   9,245,223 40,172 SH   SOLE   0 0 40,172
UNILEVER PLC SPON ADR NEW 904767704   510,683 10,175 SH   SOLE   0 0 10,175
UNION PAC CORP COM 907818108   267,572 1,088 SH   SOLE   0 0 1,088
VALERO ENERGY CORP COM 91913Y100   460,863 2,700 SH   SOLE   0 0 2,700
VANECK ETF TRUST GOLD MINERS ETF 92189F106   307,441 9,723 SH   SOLE   0 0 9,723
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,618,897 21,115 SH   SOLE   0 0 21,115
VANGUARD INDEX FDS SMALL CP ETF 922908751   545,220 2,385 SH   SOLE   0 0 2,385
VANGUARD INDEX FDS TOTAL STK MKT 922908769   374,285 1,440 SH   SOLE   0 0 1,440
VANGUARD INDEX FDS GROWTH ETF 922908736   218,223 634 SH   SOLE   0 0 634
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   4,847,858 10,085 SH   SOLE   0 0 10,085
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   203,054 4,861 SH   SOLE   0 0 4,861
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,620,212 32,020 SH   SOLE   0 0 32,020
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   1,173,498 15,179 SH   SOLE   0 0 15,179
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   243,952 2,868 SH   SOLE   0 0 2,868
VANGUARD WORLD FD INF TECH ETF 92204A702   2,160,150 4,120 SH   SOLE   0 0 4,120
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   287,292 1,062 SH   SOLE   0 0 1,062
VERISK ANALYTICS INC COM 92345Y106   200,135 849 SH   SOLE   0 0 849
VERIZON COMMUNICATIONS INC COM 92343V104   394,971 9,413 SH   SOLE   0 0 9,413
VIRTU FINL INC CL A 928254101   752,058 36,650 SH   SOLE   0 0 36,650
VISA INC COM CL A 92826C839   3,824,846 13,705 SH   SOLE   0 0 13,705
VISTRA CORP COM 92840M102   278,600 4,000 SH   SOLE   0 0 4,000
VULCAN MATLS CO COM 929160109   284,656 1,043 SH   SOLE   0 0 1,043
WALMART INC COM 931142103   359,215 5,970 SH   SOLE   0 0 5,970
WEYERHAEUSER CO MTN BE COM NEW 962166104   283,258 7,888 SH   SOLE   0 0 7,888
WISDOMTREE TR JAPN HEDGE EQT 97717W851   689,518 6,355 SH   SOLE   0 0 6,355
XYLEM INC COM 98419M100   7,242,417 56,039 SH   SOLE   0 0 56,039