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
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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   25,952,976 229,449 SH   SOLE   229,449 0 0
ABBVIE INC COM 00287Y109   29,691,182 167,086 SH   SOLE   167,086 0 0
ADOBE INC COM 00724F101   554,071 1,246 SH   SOLE   1,246 0 0
AEROVIRONMENT INC COM 008073108   223,141 1,450 SH   SOLE   1,450 0 0
AIRBNB INC COM CL A 009066101   205,657 1,565 SH   SOLE   1,565 0 0
ALPHABET INC CAP STK CL A 02079K305   48,084,661 254,013 SH   SOLE   254,013 0 0
AMAZON COM INC COM 023135106   47,830,530 218,016 SH   SOLE   218,016 0 0
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   823,585 13,420 SH   SOLE   13,420 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877   448,961 4,651 SH   SOLE   4,651 0 0
AMERICAN CENTY ETF TR US EQT ETF 025072885   909,203 9,380 SH   SOLE   9,380 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   592,662 10,081 SH   SOLE   10,081 0 0
AMERICAN ELEC PWR CO INC COM 025537101   212,129 2,300 SH   SOLE   2,300 0 0
AMETEK INC COM 031100100   20,242,477 112,296 SH   SOLE   112,296 0 0
AMGEN INC COM 031162100   25,093,637 96,277 SH   SOLE   96,277 0 0
AMPHENOL CORP NEW CL A 032095101   2,984,961 42,980 SH   SOLE   42,980 0 0
ANALOG DEVICES INC COM 032654105   495,244 2,331 SH   SOLE   2,331 0 0
APPLE INC COM 037833100   11,793,279 47,094 SH   SOLE   47,094 0 0
APTARGROUP INC COM 038336103   16,339,971 104,010 SH   SOLE   104,010 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,980,834 4,370 SH   SOLE   4,370 0 0
BOX INC CL A 10316T104   9,853,354 311,815 SH   SOLE   311,815 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   534,153 9,444 SH   SOLE   9,444 0 0
BROADCOM INC COM 11135F101   384,391 1,658 SH   SOLE   1,658 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   10,862,381 31,690 SH   SOLE   31,690 0 0
CHEVRON CORP NEW COM 166764100   587,616 4,057 SH   SOLE   4,057 0 0
CISCO SYS INC COM 17275R102   18,697,965 315,844 SH   SOLE   315,844 0 0
COCA COLA CO COM 191216100   537,926 8,640 SH   SOLE   8,640 0 0
CONSOLIDATED EDISON INC COM 209115104   614,795 6,890 SH   SOLE   6,890 0 0
CONSTELLATION BRANDS INC CL A 21036P108   10,134,618 45,858 SH   SOLE   45,858 0 0
CORNING INC COM 219350105   25,727,518 541,404 SH   SOLE   541,404 0 0
COSTCO WHSL CORP NEW COM 22160K105   395,829 432 SH   SOLE   432 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   2,343,796 6,850 SH   SOLE   6,850 0 0
CROWN CASTLE INC COM 22822V101   5,522,383 60,846 SH   SOLE   60,846 0 0
DISNEY WALT CO COM 254687106   20,314,360 182,437 SH   SOLE   182,437 0 0
DOVER CORP COM 260003108   251,384 1,340 SH   SOLE   1,340 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   2,435,032 22,601 SH   SOLE   22,601 0 0
EATON CORP PLC SHS G29183103   2,393,778 7,213 SH   SOLE   7,213 0 0
EMERSON ELEC CO COM 291011104   472,669 3,814 SH   SOLE   3,814 0 0
EXXON MOBIL CORP COM 30231G102   641,225 5,961 SH   SOLE   5,961 0 0
FIRST SOLAR INC COM 336433107   285,509 1,620 SH   SOLE   1,620 0 0
FISERV INC COM 337738108   21,692,763 105,602 SH   SOLE   105,602 0 0
GALLAGHER ARTHUR J & CO COM 363576109   32,612,662 114,894 SH   SOLE   114,894 0 0
GILEAD SCIENCES INC COM 375558103   3,242,926 35,108 SH   SOLE   35,108 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   7,115,766 351,049 SH   SOLE   351,049 0 0
HOME DEPOT INC COM 437076102   18,643,902 47,929 SH   SOLE   47,929 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,200,607 4,735 SH   SOLE   4,735 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   207,587 1,175 SH   SOLE   1,175 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   6,589,745 12,625 SH   SOLE   12,625 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,180,430 2,309 SH   SOLE   2,309 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,529,209 22,790 SH   SOLE   22,790 0 0
ISHARES TR MSCI INDIA ETF 46429B598   7,978,487 151,567 SH   SOLE   151,567 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   485,331 1,452 SH   SOLE   1,452 0 0
ISHARES TR PFD AND INCM SEC 464288687   573,906 18,254 SH   SOLE   18,254 0 0
JOHNSON & JOHNSON COM 478160104   14,833,240 102,567 SH   SOLE   102,567 0 0
KIMBERLY-CLARK CORP COM 494368103   16,384,455 125,034 SH   SOLE   125,034 0 0
KINDER MORGAN INC DEL COM 49456B101   9,368,471 341,915 SH   SOLE   341,915 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,069,817 20,170 SH   SOLE   20,170 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504   696,189 6,497 SH   SOLE   6,497 0 0
LOCKHEED MARTIN CORP COM 539830109   807,632 1,662 SH   SOLE   1,662 0 0
MERCK & CO INC COM 58933Y105   546,941 5,498 SH   SOLE   5,498 0 0
META PLATFORMS INC CL A 30303M102   16,154,806 27,591 SH   SOLE   27,591 0 0
MICROSOFT CORP COM 594918104   52,555,149 124,686 SH   SOLE   124,686 0 0
NVIDIA CORPORATION COM 67066G104   2,347,618 17,482 SH   SOLE   17,482 0 0
OMNIAB INC COM 68218J103   608,937 172,016 SH   SOLE   172,016 0 0
ORIGIN BANCORP INC COM 68621T102   616,398 18,516 SH   SOLE   18,516 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   242,016 3,200 SH   SOLE   3,200 0 0
PAYCHEX INC COM 704326107   220,847 1,575 SH   SOLE   1,575 0 0
PEPSICO INC COM 713448108   16,057,232 105,598 SH   SOLE   105,598 0 0
PFIZER INC COM 717081103   466,795 17,595 SH   SOLE   17,595 0 0
PROCTER AND GAMBLE CO COM 742718109   8,957,540 53,430 SH   SOLE   53,430 0 0
RELIANCE INC COM 759509102   18,232,402 67,713 SH   SOLE   67,713 0 0
ROBERT HALF INC. COM 770323103   15,665,513 222,332 SH   SOLE   222,332 0 0
SALESFORCE INC COM 79466L302   17,244,407 51,579 SH   SOLE   51,579 0 0
SCHWAB CHARLES CORP COM 808513105   14,812,435 200,141 SH   SOLE   200,141 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   896,365 3,855 SH   SOLE   3,855 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   210,816 1,600 SH   SOLE   1,600 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   268,674 1,953 SH   SOLE   1,953 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   14,382,311 190,016 SH   SOLE   190,016 0 0
SERVICENOW INC COM 81762P102   18,176,818 17,146 SH   SOLE   17,146 0 0
SHAKE SHACK INC CL A 819047101   23,849,712 183,742 SH   SOLE   183,742 0 0
SHOPIFY INC CL A 82509L107   35,366,953 332,615 SH   SOLE   332,615 0 0
SIMPSON MFG INC COM 829073105   18,353,401 110,676 SH   SOLE   110,676 0 0
SMUCKER J M CO COM NEW 832696405   5,769,737 52,395 SH   SOLE   52,395 0 0
SOUTHERN CO COM 842587107   5,265,516 63,964 SH   SOLE   63,964 0 0
SPDR GOLD TR GOLD SHS 78463V107   384,987 1,590 SH   SOLE   1,590 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   18,497,483 31,561 SH   SOLE   31,561 0 0
SUNOPTA INC COM 8676EP108   149,534 19,420 SH   SOLE   19,420 0 0
TARGA RES CORP COM 87612G101   503,013 2,818 SH   SOLE   2,818 0 0
TESLA INC COM 88160R101   1,327,018 3,286 SH   SOLE   3,286 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   24,436,764 46,973 SH   SOLE   46,973 0 0
TRIMBLE INC COM 896239100   16,477,700 233,197 SH   SOLE   233,197 0 0
UBER TECHNOLOGIES INC COM 90353T100   18,863,632 312,726 SH   SOLE   312,726 0 0
UNITEDHEALTH GROUP INC COM 91324P102   552,399 1,092 SH   SOLE   1,092 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,207,299 4,166 SH   SOLE   4,166 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,459,810 23,000 SH   SOLE   23,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   12,146,991 303,751 SH   SOLE   303,751 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,557,929 22,515 SH   SOLE   22,515 0 0
VIKING THERAPEUTICS INC COM 92686J106   997,952 24,800 SH   SOLE   24,800 0 0
VISA INC COM CL A 92826C839   43,718,761 138,333 SH   SOLE   138,333 0 0
WILLIAMS COS INC COM 969457100   223,029 4,121 SH   SOLE   4,121 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836   485,555 6,462 SH   SOLE   6,462 0 0
WORKDAY INC CL A 98138H101   24,922,860 96,589 SH   SOLE   96,589 0 0