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
ABBOTT LABS COM 002824100   27,819,615 255,179 SH   SOLE   255,179 0 0
ABBVIE INC COM 00287Y109   27,179,891 201,736 SH   SOLE   201,736 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   683,119 1,397 SH   SOLE   1,397 0 0
AIRBNB INC COM CL A 009066101   282,593 2,205 SH   SOLE   2,205 0 0
ALPHABET INC CAP STK CL A 02079K305   44,747,451 373,830 SH   SOLE   373,830 0 0
AMAZON COM INC COM 023135106   32,826,734 251,816 SH   SOLE   251,816 0 0
AMGEN INC COM 031162100   24,300,533 109,452 SH   SOLE   109,452 0 0
ANALOG DEVICES INC COM 032654105   934,114 4,795 SH   SOLE   4,795 0 0
APPLE INC COM 037833100   10,265,668 52,924 SH   SOLE   52,924 0 0
APTARGROUP INC COM 038336103   15,312,289 132,162 SH   SOLE   132,162 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,722,391 5,051 SH   SOLE   5,051 0 0
BOX INC CL A 10316T104   11,848,073 403,270 SH   SOLE   403,270 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   542,616 8,485 SH   SOLE   8,485 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   444,518 1,210 SH   SOLE   1,210 0 0
CHEVRON CORP NEW COM 166764100   673,615 4,281 SH   SOLE   4,281 0 0
CISCO SYS INC COM 17275R102   18,839,465 364,118 SH   SOLE   364,118 0 0
COCA COLA CO COM 191216100   337,232 5,600 SH   SOLE   5,600 0 0
CONSOLIDATED EDISON INC COM 209115104   1,222,750 13,526 SH   SOLE   13,526 0 0
CONSTELLATION BRANDS INC CL A 21036P108   11,975,455 48,655 SH   SOLE   48,655 0 0
CORNING INC COM 219350105   21,276,673 607,211 SH   SOLE   607,211 0 0
COSTCO WHSL CORP NEW COM 22160K105   237,964 442 SH   SOLE   442 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,133,102 7,715 SH   SOLE   7,715 0 0
CROWN CASTLE INC COM 22822V101   10,070,017 88,380 SH   SOLE   88,380 0 0
DISNEY WALT CO COM 254687106   19,233,144 215,425 SH   SOLE   215,425 0 0
DOVER CORP COM 260003108   255,435 1,730 SH   SOLE   1,730 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   11,737,364 130,793 SH   SOLE   130,793 0 0
EMERSON ELEC CO COM 291011104   378,101 4,183 SH   SOLE   4,183 0 0
EXXON MOBIL CORP COM 30231G102   743,457 6,932 SH   SOLE   6,932 0 0
FIRST SOLAR INC COM 336433107   307,946 1,620 SH   SOLE   1,620 0 0
FISERV INC COM 337738108   17,205,220 136,387 SH   SOLE   136,387 0 0
GALLAGHER ARTHUR J & CO COM 363576109   33,162,975 151,036 SH   SOLE   151,036 0 0
GILEAD SCIENCES INC COM 375558103   3,518,939 45,659 SH   SOLE   45,659 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   10,317,996 513,333 SH   SOLE   513,333 0 0
HOME DEPOT INC COM 437076102   13,378,022 43,066 SH   SOLE   43,066 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,237,041 4,945 SH   SOLE   4,945 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   4,519,079 13,216 SH   SOLE   13,216 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,410,701 22,790 SH   SOLE   22,790 0 0
ISHARES TR MSCI INDIA ETF 46429B598   3,702,570 84,727 SH   SOLE   84,727 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   786,598 3,091 SH   SOLE   3,091 0 0
ISHARES TR PFD AND INCM SEC 464288687   1,122,388 36,288 SH   SOLE   36,288 0 0
JOHNSON & JOHNSON COM 478160104   24,926,484 150,595 SH   SOLE   150,595 0 0
KIMBERLY-CLARK CORP COM 494368103   19,958,782 144,566 SH   SOLE   144,566 0 0
KINDER MORGAN INC DEL COM 49456B101   5,914,898 343,490 SH   SOLE   343,490 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504   794,999 11,026 SH   SOLE   11,026 0 0
LOCKHEED MARTIN CORP COM 539830109   870,118 1,890 SH   SOLE   1,890 0 0
LOWES COS INC COM 548661107   277,160 1,228 SH   SOLE   1,228 0 0
MERCK & CO INC COM 58933Y105   636,145 5,513 SH   SOLE   5,513 0 0
META PLATFORMS INC CL A 30303M102   7,778,593 27,105 SH   SOLE   27,105 0 0
MICROSOFT CORP COM 594918104   53,726,655 157,769 SH   SOLE   157,769 0 0
NEXTERA ENERGY INC COM 65339F101   240,779 3,245 SH   SOLE   3,245 0 0
NVIDIA CORPORATION COM 67066G104   233,084 551 SH   SOLE   551 0 0
OMNIAB INC COM 68218J103   835,060 166,016 SH   SOLE   166,016 0 0
ORIGIN BANCORP INC COM 68621T102   797,429 27,216 SH   SOLE   27,216 0 0
PAYCHEX INC COM 704326107   201,366 1,800 SH   SOLE   1,800 0 0
PAYPAL HLDGS INC COM 70450Y103   536,910 8,046 SH   SOLE   8,046 0 0
PEPSICO INC COM 713448108   30,027,406 162,118 SH   SOLE   162,118 0 0
PFIZER INC COM 717081103   542,864 14,800 SH   SOLE   14,800 0 0
PROCTER AND GAMBLE CO COM 742718109   3,513,540 23,155 SH   SOLE   23,155 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   24,633,756 90,702 SH   SOLE   90,702 0 0
ROBERT HALF INTL INC COM 770323103   13,849,130 184,115 SH   SOLE   184,115 0 0
SALESFORCE INC COM 79466L302   10,793,062 51,089 SH   SOLE   51,089 0 0
SCHWAB CHARLES CORP COM 808513105   13,763,151 242,822 SH   SOLE   242,822 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   435,223 2,563 SH   SOLE   2,563 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   933,147 8,695 SH   SOLE   8,695 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   300,256 1,727 SH   SOLE   1,727 0 0
SERVICENOW INC COM 81762P102   10,035,660 17,858 SH   SOLE   17,858 0 0
SHAKE SHACK INC CL A 819047101   18,236,454 234,643 SH   SOLE   234,643 0 0
SHOPIFY INC CL A 82509L107   16,877,396 261,260 SH   SOLE   261,260 0 0
SIMPSON MFG INC COM 829073105   24,435,971 176,433 SH   SOLE   176,433 0 0
SMUCKER J M CO COM NEW 832696405   13,827,671 93,639 SH   SOLE   93,639 0 0
SOUTHERN CO COM 842587107   13,204,912 187,970 SH   SOLE   187,970 0 0
SPDR GOLD TR GOLD SHS 78463V107   491,134 2,755 SH   SOLE   2,755 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   11,199,912 25,266 SH   SOLE   25,266 0 0
STARBUCKS CORP COM 855244109   18,407,032 185,817 SH   SOLE   185,817 0 0
SUNOPTA INC COM 8676EP108   90,850 13,580 SH   SOLE   13,580 0 0
TARGA RES CORP COM 87612G101   230,050 3,023 SH   SOLE   3,023 0 0
TESLA INC COM 88160R101   750,756 2,868 SH   SOLE   2,868 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   27,288,569 52,302 SH   SOLE   52,302 0 0
TRIMBLE INC COM 896239100   13,657,249 257,976 SH   SOLE   257,976 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,194,141 189,811 SH   SOLE   189,811 0 0
UNITED PARCEL SERVICE INC CL B 911312106   597,261 3,332 SH   SOLE   3,332 0 0
UNITEDHEALTH GROUP INC COM 91324P102   449,398 935 SH   SOLE   935 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   821,519 3,729 SH   SOLE   3,729 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,419,100 23,000 SH   SOLE   23,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   19,053,184 512,320 SH   SOLE   512,320 0 0
VIKING THERAPEUTICS INC COM 92686J106   1,785,450 110,145 SH   SOLE   110,145 0 0
VISA INC COM CL A 92826C839   38,824,180 163,484 SH   SOLE   163,484 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836   401,125 6,022 SH   SOLE   6,022 0 0
WISDOMTREE TR EMER MKT HIGH FD 97717W315   7,639,878 199,631 SH   SOLE   199,631 0 0
WORKDAY INC CL A 98138H101   12,400,683 54,897 SH   SOLE   54,897 0 0