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
3M Co COM 88579Y101   368,680 2,697 SH   SOLE   1,497 0 1,200
Abbott Laboratories COM 002824100   1,207,822 10,594 SH   SOLE   1,820 0 8,774
AbbVie Inc COM 00287Y109   11,330,218 57,374 SH   SOLE   50,358 0 7,016
Adobe Systems Inc COM 00724F101   12,835,248 24,788 SH   SOLE   19,552 0 5,236
Advanced Micro Devices Inc COM 007903107   14,786,397 90,115 SH   SOLE   77,040 0 13,075
Aflac Inc COM 001055102   404,940 3,622 SH   SOLE   3,622 0 0
AGNC Investment Corp COM 00123Q104   167,360 16,000 SH   SOLE   16,000 0 0
Albemarle Corp COM 012653101   213,098 2,250 SH   SOLE   2,250 0 0
Alphabet Inc Class A COM 02079K305   1,188,315 7,165 SH   SOLE   6,485 0 680
Alphabet Inc Class C COM 02079K107   18,913,870 113,127 SH   SOLE   91,067 0 22,060
ALPS ETF TR BARRONS 400 ETF COM 00162Q726   215,168 3,000 SH   SOLE   0 0 3,000
Amazon.com Inc COM 023135106   18,535,363 99,475 SH   SOLE   83,506 0 15,969
American Express Co COM 025816109   13,162,963 48,536 SH   SOLE   42,197 0 6,339
American Tower Corp COM 03027X100   1,543,733 6,638 SH   SOLE   3,622 0 3,016
Amgen Inc COM 031162100   402,762 1,250 SH   SOLE   650 0 600
Apple Inc COM 037833100   30,469,445 130,770 SH   SOLE   101,632 0 29,138
Arbor Realty Trust Inc COM 038923108   311,200 20,000 SH   SOLE   20,000 0 0
AT&T Inc COM 00206R102   907,880 41,267 SH   SOLE   30,783 0 10,484
Automatic Data Processing Inc COM 053015103   2,623,400 9,480 SH   SOLE   4,035 0 5,445
AutoZone Inc COM 053332102   8,527,158 2,705 SH   SOLE   2,316 0 389
Baker Hughes Co COM 05722G100   5,374,601 148,674 SH   SOLE   136,460 0 12,214
Balchem Corp COM 057665200   525,008 2,983 SH   SOLE   2,540 0 443
Ball Corp COM 058498106   237,685 3,500 SH   SOLE   0 0 3,500
Bank of America Corporation COM 060505104   3,878,187 97,736 SH   SOLE   76,911 0 20,825
Bank of New York Mellon Corp COM 064058100   337,526 4,697 SH   SOLE   4,597 0 100
Blackstone Inc COM 09260D107   1,902,793 12,426 SH   SOLE   12,426 0 0
Blue Owl Capital Corp - Class A COM 09581B103   3,307,443 170,839 SH   SOLE   163,176 0 7,663
Boeing Co COM 097023105   518,760 3,412 SH   SOLE   1,565 0 1,847
BP PLC COM 055622104   238,847 7,609 SH   SOLE   7,609 0 0
BrightSpire Capital Inc COM 10949T109   67,200 12,000 SH   SOLE   12,000 0 0
Bristol-Myers Squibb Company COM 110122108   647,302 12,510 SH   SOLE   10,838 0 1,672
Broadcom Inc COM 11135F101   11,023,262 63,902 SH   SOLE   37,922 0 25,980
Brookfield Real Assets Income FD INC SHS BEN INT COM 112830104   137,000 10,000 SH   SOLE   10,000 0 0
Capital One Financial Corp COM 14040H105   524,055 3,500 SH   SOLE   3,500 0 0
Carrier Global Corp Com COM 14448C104   200,742 2,494 SH   SOLE   1,739 0 755
Caterpillar Inc COM 149123101   1,020,432 2,609 SH   SOLE   1,709 0 900
Charles Schwab Corp COM 808513105   3,237,713 49,957 SH   SOLE   47,057 0 2,900
Chart Industries Inc COM 16115Q308   7,805,054 62,872 SH   SOLE   56,379 0 6,493
Cherry Hill Mortgage Investment Corp COM 164651101   101,640 28,000 SH   SOLE   28,000 0 0
Chevron Corp COM 166764100   3,563,490 24,196 SH   SOLE   19,524 0 4,672
Chipotle Mexican Grill Inc COM 169656105   8,961,523 155,527 SH   SOLE   133,989 0 21,538
Chubb Ltd COM H1467J104   496,295 1,720 SH   SOLE   1,720 0 0
Ciena Corp COM 171779309   7,060,246 114,632 SH   SOLE   105,653 0 8,979
Cigna Corp COM 125523100   284,427 821 SH   SOLE   451 0 370
Cisco Systems Inc COM 17275R102   6,515,123 122,418 SH   SOLE   109,153 0 13,265
Coca-Cola Co COM 191216100   345,862 4,813 SH   SOLE   2,213 0 2,600
Comcast Corp - Class A COM 20030N101   627,247 15,015 SH   SOLE   10,863 0 4,152
Commercial Metals Co COM 201723103   813,958 14,810 SH   SOLE   14,810 0 0
Communication Services Select Sector SPDR ETF COM 81369Y852   6,526,699 72,198 SH   SOLE   0 0 72,198
ConocoPhillips COM 20825C104   1,977,369 18,782 SH   SOLE   11,047 0 7,735
Consolidated Edison Inc COM 209115104   281,776 2,706 SH   SOLE   2,706 0 0
Consumer Discretionary Select Sector SPDR ETF COM 81369Y407   7,236,363 36,115 SH   SOLE   0 0 36,115
Consumer Staples Select Sector SPDR ETF COM 81369Y308   3,976,862 47,914 SH   SOLE   0 0 47,914
Corning Inc COM 219350105   434,117 9,615 SH   SOLE   6,740 0 2,875
Costco Wholesale Corp COM 22160K105   1,822,685 2,056 SH   SOLE   1,561 0 495
Coterra Energy Inc COM 127097103   328,426 13,713 SH   SOLE   6,386 0 7,327
CSW Industrials Inc COM 126402106   1,176,845 3,212 SH   SOLE   3,212 0 0
CSX Corp COM 126408103   8,831,610 255,765 SH   SOLE   221,441 0 34,324
CVS Health Corp COM 126650100   688,483 10,949 SH   SOLE   10,224 0 725
Danaher Corp COM 235851102   12,818,390 46,106 SH   SOLE   40,469 0 5,637
Devon Energy Corp COM 25179M103   213,713 5,463 SH   SOLE   5,463 0 0
Digital Realty Trust Inc COM 253868103   401,986 2,484 SH   SOLE   2,484 0 0
Duke Energy Corp COM 26441C204   1,864,744 16,172 SH   SOLE   9,979 0 6,193
Eagle Point Credit Co LLC COM 269808101   103,530 10,500 SH   SOLE   10,500 0 0
Eli Lilly and Co COM 532457108   42,805,077 48,316 SH   SOLE   14,975 0 33,341
Emerson Electric Co COM 291011104   1,171,083 10,707 SH   SOLE   9,357 0 1,350
Enbridge Inc COM 29250N105   255,746 6,288 SH   SOLE   4,756 0 1,532
Energy Select Sector SPDR ETF COM 81369Y506   3,244,386 36,952 SH   SOLE   100 0 36,852
Etfis Ser Tr I Virtus Infracap US Pfd Stk ETF COM 26923G822   273,960 12,000 SH   SOLE   12,000 0 0
Extra Space Storage Inc COM 30225T102   516,064 2,864 SH   SOLE   537 0 2,327
Exxon Mobil Corp COM 30231G102   12,154,875 103,691 SH   SOLE   82,016 0 21,675
Financial Select Sector SPDR ETF COM 81369Y605   9,410,517 207,646 SH   SOLE   0 0 207,646
Fluor Corporation COM 343412102   8,180,929 171,472 SH   SOLE   153,319 0 18,153
GE Vernova Inc COM 36828A101   227,697 893 SH   SOLE   195 0 698
Generac Holdings Inc COM 368736104   3,742,418 23,555 SH   SOLE   22,148 0 1,407
General Electric Co COM 369604301   724,147 3,840 SH   SOLE   1,037 0 2,803
Goldman Sachs Group Inc COM 38141G104   3,953,948 7,986 SH   SOLE   7,623 0 363
Health Care Select Sector SPDR ETF COM 81369Y209   8,754,805 56,842 SH   SOLE   0 0 56,842
Honeywell International Inc COM 438516106   428,510 2,073 SH   SOLE   1,013 0 1,060
Hubbell Inc COM 443510607   385,515 900 SH   SOLE   900 0 0
Illinois Tool Works Inc COM 452308109   499,243 1,905 SH   SOLE   850 0 1,055
Illumina Inc COM 452327109   2,261,831 17,344 SH   SOLE   16,155 0 1,189
Industrial Select Sector SPDR ETF COM 81369Y704   6,654,844 49,135 SH   SOLE   0 0 49,135
Intel Corp COM 458140100   262,166 11,175 SH   SOLE   7,625 0 3,550
International Business Machines Corp COM 459200101   3,142,652 14,214 SH   SOLE   10,992 0 3,222
Intuitive Surgical Inc COM 46120E602   34,536,772 70,301 SH   SOLE   331 0 69,970
Invesco Exchange-Traded Fd Tr II Cef Income Compos COM 46138E404   309,526 15,704 SH   SOLE   15,704 0 0
Invesco QQQ Trust COM 46090E103   1,456,889 2,985 SH   SOLE   175 0 2,810
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND E COM 464288646   1,242,039 23,586 SH   SOLE   0 0 23,586
iShares Core S&P Small-Cap COM 464287804   535,911 4,582 SH   SOLE   14 0 4,568
ISHARES FLOATING RATE BOND ETF COM 46429B655   7,334,550 143,702 SH   SOLE   0 0 143,702
iShares New York Muni Bond ETF COM 464288323   600,346 11,050 SH   SOLE   11,050 0 0
ISHARES SHORT-TERM NATIONAL COM 464288158   1,197,611 11,278 SH   SOLE   0 0 11,278
ISHARES TR S&P 500 GROWTH ETF COM 464287309   282,462 2,950 SH   SOLE   0 0 2,950
ISHARES TRUST S&P COM 464287200   447,036 775 SH   SOLE   0 0 775
Ishares U S Technology Etf COM 464287721   703,517 4,640 SH   SOLE   0 0 4,640
JM Smucker Co COM 832696405   916,122 7,565 SH   SOLE   7,565 0 0
Johnson & Johnson COM 478160104   2,244,207 13,848 SH   SOLE   10,338 0 3,510
JPMorgan Chase & Co COM 46625H100   16,394,948 77,752 SH   SOLE   60,549 0 17,203
KLA Corp COM 482480100   15,840,557 20,455 SH   SOLE   18,818 0 1,637
Lennar Corp COM 526057104   8,216,311 43,824 SH   SOLE   39,348 0 4,476
Lincoln Electric Holdings Inc COM 533900106   4,786,675 24,927 SH   SOLE   21,655 0 3,272
Lockheed Martin Corp COM 539830109   1,119,951 1,915 SH   SOLE   970 0 945
Marsh & Mclennan Companies Inc COM 571748102   11,228,789 50,332 SH   SOLE   41,102 0 9,230
Mastercard Inc COM 57636Q104   535,279 1,084 SH   SOLE   1,084 0 0
Materials Select Sector SPDR ETF COM 81369Y100   1,126,779 11,691 SH   SOLE   0 0 11,691
McDonald's Corp COM 580135101   5,359,048 17,598 SH   SOLE   15,359 0 2,239
Medtronic PLC COM G5960L103   9,393,460 104,337 SH   SOLE   2,515 0 101,822
Merck & Co Inc COM 58933Y105   1,796,362 15,818 SH   SOLE   12,913 0 2,905
Meta Platforms Inc COM 30303M102   6,177,200 10,791 SH   SOLE   8,866 0 1,925
Microsoft Corp COM 594918104   37,970,094 88,240 SH   SOLE   71,619 0 16,621
Mondelez International Inc COM 609207105   4,282,216 58,127 SH   SOLE   49,631 0 8,496
Morgan Stanley COM 617446448   7,813,995 74,960 SH   SOLE   60,675 0 14,285
NextEra Energy Inc COM 65339F101   824,928 9,759 SH   SOLE   4,954 0 4,805
Nike Inc COM 654106103   538,091 6,087 SH   SOLE   3,040 0 3,047
Norfolk Southern Corp COM 655844108   372,750 1,500 SH   SOLE   1,500 0 0
Northrop Grumman Corp COM 666807102   1,194,494 2,262 SH   SOLE   2,137 0 125
Nucor Corp COM 670346105   4,755,555 31,631 SH   SOLE   28,766 0 2,865
Nuveen AMT-Free Muni Credit Inc COM 67071L106   140,595 10,500 SH   SOLE   10,500 0 0
Nuveen AMT-Free Quality Muni Inc COM 670657105   285,724 23,870 SH   SOLE   23,870 0 0
Nuveen Muni High Inc Opp COM 670682103   134,090 11,500 SH   SOLE   11,500 0 0
Nuveen Municipal Credit Income COM 67070X101   137,550 10,500 SH   SOLE   10,500 0 0
Nuveen Municipal Value COM 670928100   1,024,800 113,612 SH   SOLE   109,912 0 3,700
NVIDIA Corp COM 67066G104   39,162,821 322,486 SH   SOLE   261,294 0 61,192
Oracle Corp COM 68389X105   3,150,781 18,490 SH   SOLE   17,840 0 650
Orange County Bancorp Inc COM 68417L107   36,368,014 602,918 SH   SOLE   0 0 602,918
Oshkosh Corp COM 688239201   464,974 4,640 SH   SOLE   2,672 0 1,968
PepsiCo Inc COM 713448108   6,269,545 36,868 SH   SOLE   26,597 0 10,271
Pfizer Inc COM 717081103   5,128,610 177,214 SH   SOLE   164,776 0 12,438
Phillips 66 COM 718546104   356,230 2,710 SH   SOLE   1,800 0 910
Platinum Group Metals Ltd COM 72765Q882   18,804 13,150 SH   SOLE   0 0 13,150
PNC Financial Services Group Inc COM 693475105   291,139 1,575 SH   SOLE   500 0 1,075
PPL Corp COM 69351T106   219,155 6,625 SH   SOLE   5,825 0 800
Procter & Gamble Co COM 742718109   3,615,621 20,875 SH   SOLE   16,875 0 4,000
Prologis Inc COM 74340W103   7,489,667 59,308 SH   SOLE   52,564 0 6,744
QUALCOMM Inc COM 747525103   272,080 1,600 SH   SOLE   1,600 0 0
Ready Capital Corp COM 75574U101   119,791 15,700 SH   SOLE   15,700 0 0
Real Estate Select Sector SPDR COM 81369Y860   995,337 22,282 SH   SOLE   0 0 22,282
ResMed Inc COM 761152107   2,685,320 11,000 SH   SOLE   0 0 11,000
Rithm Capital Corp COM 64828T201   199,760 17,600 SH   SOLE   17,600 0 0
RTX Corp COM 75513E101   1,255,460 10,362 SH   SOLE   4,277 0 6,085
Salesforce Inc COM 79466L302   10,878,057 39,743 SH   SOLE   34,329 0 5,414
Schlumberger Ltd COM 806857108   3,890,107 92,731 SH   SOLE   84,148 0 8,583
Sherwin-Williams Co COM 824348106   7,657,064 20,061 SH   SOLE   15,176 0 4,885
Southern Co COM 842587107   1,828,850 20,280 SH   SOLE   20,280 0 0
SPDR S&P 500 ETF COM 78462F103   13,838,517 24,119 SH   SOLE   130 0 23,989
SPDR S&P MidCap 400 ETF COM 78467Y107   2,608,473 4,579 SH   SOLE   0 0 4,579
SPDR Portfolio Intermediate Term Corporate Bond ETF COM 78464A375   40,656,687 1,206,072 SH   SOLE   0 0 1,206,072
SPDR Portfolio S&P 400 Mid Cap ETF COM 78464A847   647,685 11,845 SH   SOLE   39 0 11,806
SPDR Portfolio S&P 500 Growth ETF COM 78464A409   506,100 6,102 SH   SOLE   0 0 6,102
SPDR Portfolio S&P 500 Value ETF COM 78464A508   432,395 8,180 SH   SOLE   0 0 8,180
SPDR Portfolio Short Term Corporate Bond ETF COM 78464A474   30,793,307 1,016,952 SH   SOLE   0 0 1,016,952
SPDR Series Tr. Portfolio S&P 600 Small Cap ETF COM 78468R853   4,452,698 97,840 SH   SOLE   0 0 97,840
Starbucks Corp COM 855244109   6,610,241 67,804 SH   SOLE   58,416 0 9,388
Sunoco Lp Com Unit Repstg Ltd Partnership Int COM 86765K109   645,770 12,030 SH   SOLE   12,030 0 0
Sysco Corp COM 871829107   816,437 10,459 SH   SOLE   8,000 0 2,459
Technology Select Sector SPDR ETF COM 81369Y803   20,523,390 90,908 SH   SOLE   0 0 90,908
Texas Instruments Inc COM 882508104   227,227 1,100 SH   SOLE   1,100 0 0
The AES Corp COM 00130H105   7,274,807 362,651 SH   SOLE   340,722 0 21,929
The Hershey Co COM 427866108   223,232 1,164 SH   SOLE   419 0 745
The Home Depot Inc COM 437076102   10,458,769 25,810 SH   SOLE   18,603 0 7,207
Thermo Fisher Scientific Inc COM 883556102   12,410,706 20,063 SH   SOLE   16,167 0 3,896
United Rentals Inc COM 911363109   11,592,095 14,315 SH   SOLE   12,282 0 2,033
UnitedHealth Group Inc COM 91324P102   14,118,509 24,146 SH   SOLE   19,844 0 4,302
Utilities Select Sector SPDR ETF COM 81369Y886   1,813,996 22,456 SH   SOLE   675 0 21,781
VANGUARD INDEX FD S&P 500 ETF COM 922908363   218,983 415 SH   SOLE   0 0 415
Verizon Communications Inc COM 92343V104   1,675,359 37,304 SH   SOLE   32,432 0 4,872
Visa Inc COM 92826C839   10,884,446 39,586 SH   SOLE   32,073 0 7,513
W.W. Grainger Inc COM 384802104   8,200,366 7,893 SH   SOLE   7,215 0 678
Walgreen Boots Alliance Inc COM 931427108   101,069 11,280 SH   SOLE   11,280 0 0
Walmart Inc COM 931142103   3,271,146 40,509 SH   SOLE   24,354 0 16,155
Walt Disney Co COM 254687106   751,745 7,815 SH   SOLE   6,386 0 1,429
Webster Financial Corp COM 947890109   2,540,152 54,498 SH   SOLE   54,498 0 0
Weyerhaeuser Co COM 962166104   4,152,963 122,650 SH   SOLE   110,538 0 12,112