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 Laboratories Com 002824100   469,876 4,310 SH   SOLE 0 4,310 0 0
AbbVie Inc Com 00287Y109   429,250 3,186 SH   SOLE 0 3,186 0 0
Aegon NV ADR Com 007924103   59,273 11,691 SH   SOLE 0 11,691 0 0
Air Products & Chemicals Inc Com 009158106   498,717 1,665 SH   SOLE 0 1,665 0 0
Alphabet Inc Cl C Com 02079K107   14,602,773 120,714 SH   SOLE 0 120,714 0 0
Alphabet Inc Cl A Com 02079K305   6,689,435 55,885 SH   SOLE 0 55,885 0 0
Amazon.com Inc Com 023135106   16,822,828 129,049 SH   SOLE 0 129,049 0 0
American Tower Corp Com 03027X100   4,724,960 24,363 SH   SOLE 0 24,363 0 0
Apple Inc Com 037833100   40,006,894 206,253 SH   SOLE 0 206,253 0 0
Applied Materials Inc Com 038222105   283,443 1,961 SH   SOLE 0 1,961 0 0
Automatic Data Processing Inc Com 053015103   553,871 2,520 SH   SOLE 0 2,520 0 0
Banco Bilbao Vizcaya Argentaria Sponsored ADR Com 05946K101   90,148 11,738 SH   SOLE 0 11,738 0 0
Bank of America Corp Com 060505104   7,068,614 246,379 SH   SOLE 0 246,379 0 0
Berkshire Hathaway Inc Cl A Com 084670108   1,553,430 3 SH   SOLE 0 3 0 0
Berkshire Hathaway Inc Cl B Com 084670702   2,893,385 8,485 SH   SOLE 0 8,485 0 0
Blackrock Inc Com 09247X101   4,229,086 6,119 SH   SOLE 0 6,119 0 0
Booking Holdings Inc Com 09857L108   8,681,561 3,215 SH   SOLE 0 3,215 0 0
Bristol-Myers Squibb Co Com 110122108   4,768,048 74,559 SH   SOLE 0 74,559 0 0
CGI Inc Cl A Sub Vtg Com 12532H104   252,189 2,392 SH   SOLE 0 2,392 0 0
Cigna Group Com 125523100   216,904 773 SH   SOLE 0 773 0 0
CVS Health Corp Com 126650100   3,599,737 52,072 SH   SOLE 0 52,072 0 0
Canadian Pacific Kansas City LTD Com 13646K108   228,175 2,825 SH   SOLE 0 2,825 0 0
Celanese Corporation Com 150870103   514,731 4,445 SH   SOLE 0 4,445 0 0
Chevron Corp Com 166764100   5,929,263 37,682 SH   SOLE 0 37,682 0 0
Cisco Systems Inc Com 17275R102   279,137 5,395 SH   SOLE 0 5,395 0 0
Coca-Cola Co Com 191216100   5,878,315 97,614 SH   SOLE 0 97,614 0 0
Comcast Corp New Cl A Com 20030N101   5,917,136 142,410 SH   SOLE 0 142,410 0 0
Consolidated Edison Inc Com 209115104   331,587 3,668 SH   SOLE 0 3,668 0 0
Copart Inc Com 217204106   428,869 4,702 SH   SOLE 0 4,702 0 0
Costco Wholesale Corp Com 22160K105   1,646,366 3,058 SH   SOLE 0 3,058 0 0
D R Horton Inc Com 23331A109   318,949 2,621 SH   SOLE 0 2,621 0 0
Danaher Corp Com 235851102   7,734,480 32,227 SH   SOLE 0 32,227 0 0
Deere & Co Com 244199105   6,326,637 15,614 SH   SOLE 0 15,614 0 0
Diageo PLC Com 25243Q205   673,102 3,880 SH   SOLE 0 3,880 0 0
Walt Disney Co (The) Com 254687106   3,925,017 43,963 SH   SOLE 0 43,963 0 0
Discover Financial Services Com 254709108   232,648 1,991 SH   SOLE 0 1,991 0 0
Dollar General Corp Com 256677105   221,393 1,304 SH   SOLE 0 1,304 0 0
Edison International Com 281020107   227,102 3,270 SH   SOLE 0 3,270 0 0
Exxon Mobil Corp Com 30231G102   6,513,293 60,730 SH   SOLE 0 60,730 0 0
Meta Platforms Inc Com 30303M102   996,682 3,473 SH   SOLE 0 3,473 0 0
Fleetcor Technologies Inc Com 339041105   239,530 954 SH   SOLE 0 954 0 0
General Dynamics Corp Com 369550108   5,017,083 23,319 SH   SOLE 0 23,319 0 0
W W Grainger Inc Com 384802104   1,616,610 2,050 SH   SOLE 0 2,050 0 0
Grifols SA ADR Com 398438408   127,040 13,869 SH   SOLE 0 13,869 0 0
HCA Healthcare Inc Com 40412C101   306,818 1,011 SH   SOLE 0 1,011 0 0
Halliburton Co Com 406216101   247,722 7,509 SH   SOLE 0 7,509 0 0
Hess Corporation Com 42809H107   362,035 2,663 SH   SOLE 0 2,663 0 0
Home Depot Inc Com 437076102   3,676,424 11,835 SH   SOLE 0 11,835 0 0
Hubbell Inc Com 443510607   7,843,052 23,655 SH   SOLE 0 23,655 0 0
J B Hunt Transport Services Inc Com 445658107   277,881 1,535 SH   SOLE 0 1,535 0 0
IDEXX Laboratories Inc Com 45168D104   210,434 419 SH   SOLE 0 419 0 0
Illinois Tool Works Inc Com 452308109   371,488 1,485 SH   SOLE 0 1,485 0 0
Ingersoll-Rand Inc Com 45687V106   424,252 6,491 SH   SOLE 0 6,491 0 0
Intel Corp Com 458140100   3,911,042 116,957 SH   SOLE 0 116,957 0 0
Intercontinental Exchange Inc Com 45866F104   7,213,486 63,791 SH   SOLE 0 63,791 0 0
Intuitive Surgical Inc Com New Com 46120E602   252,010 737 SH   SOLE 0 737 0 0
IQVIA Holdings Inc Com 46266C105   1,077,098 4,792 SH   SOLE 0 4,792 0 0
iShares Core S&P 500 ETF Com 464287200   479,138 1,075 SH   SOLE 0 1,075 0 0
iShares MSCI Emerging Markets ETF Com 464287234   910,671 23,020 SH   SOLE 0 23,020 0 0
iShares MSCI EAFE ETF Com 464287465   6,045,413 83,385 SH   SOLE 0 83,385 0 0
iShares Russell 2000 ETF Com 464287655   2,480,953 13,248 SH   SOLE 0 13,248 0 0
iShares Core S&P Small Cap ETF Com 464287804   9,687,674 97,217 SH   SOLE 0 97,217 0 0
JPMorgan Chase & Co Com 46625H100   10,718,201 73,695 SH   SOLE 0 73,695 0 0
Johnson & Johnson Com 478160104   1,626,234 9,825 SH   SOLE 0 9,825 0 0
KLA Corp Com 482480100   518,001 1,068 SH   SOLE 0 1,068 0 0
Kimberly-Clark Corp Com 494368103   274,601 1,989 SH   SOLE 0 1,989 0 0
Kroger Co Com 501044101   246,985 5,255 SH   SOLE 0 5,255 0 0
Lam Research Corp Com 512807108   237,215 369 SH   SOLE 0 369 0 0
Estee Lauder Companies Inc Cl A Com 518439104   3,223,970 16,417 SH   SOLE 0 16,417 0 0
Lennar Corp Cl A Com 526057104   306,258 2,444 SH   SOLE 0 2,444 0 0
Lilly Eli & Co Com 532457108   825,874 1,761 SH   SOLE 0 1,761 0 0
Loews Corp Com 540424108   450,219 7,582 SH   SOLE 0 7,582 0 0
Lowe's Cos Inc Com 548661107   2,772,273 12,283 SH   SOLE 0 12,283 0 0
Mastercard Inc Cl A Com 57636Q104   9,750,694 24,792 SH   SOLE 0 24,792 0 0
McDonald's Corp Com 580135101   228,284 765 SH   SOLE 0 765 0 0
Merck & Co Inc Com 58933Y105   4,232,736 36,682 SH   SOLE 0 36,682 0 0
Microsoft Corporation Com 594918104   32,310,095 94,879 SH   SOLE 0 94,879 0 0
Netflix Inc Com 64110L106   223,769 508 SH   SOLE 0 508 0 0
NextEra Energy Inc Com 65339F101   4,514,847 60,847 SH   SOLE 0 60,847 0 0
Nike Inc Cl B Com 654106103   4,266,683 38,658 SH   SOLE 0 38,658 0 0
Nokia Corp Sponsored ADR Com 654902204   46,376 11,148 SH   SOLE 0 11,148 0 0
Nomura Holdings Inc Sponsored ADR Com 65535H208   336,060 87,744 SH   SOLE 0 87,744 0 0
Novartis AG Sponsored ADR Com 66987V109   7,543,931 74,759 SH   SOLE 0 74,759 0 0
Novo Nordisk A/S Sponsored ADR Com 670100205   645,540 3,989 SH   SOLE 0 3,989 0 0
NVIDIA Corp Com 67066G104   15,051,052 35,580 SH   SOLE 0 35,580 0 0
Oracle Corp Com 68389X105   1,341,072 11,261 SH   SOLE 0 11,261 0 0
Palo Alto Networks Inc Com 697435105   8,760,671 34,287 SH   SOLE 0 34,287 0 0
PayPal Holdings Inc Com 70450Y103   343,059 5,141 SH   SOLE 0 5,141 0 0
Pembina Pipeline Corp Com 706327103   234,322 7,453 SH   SOLE 0 7,453 0 0
PepsiCo Inc Com 713448108   8,050,958 43,467 SH   SOLE 0 43,467 0 0
Procter & Gamble Co Com 742718109   8,088,956 53,308 SH   SOLE 0 53,308 0 0
PulteGroup Inc Com 745867101   243,915 3,140 SH   SOLE 0 3,140 0 0
Regions Financial Corp Com 7591EP100   208,227 11,685 SH   SOLE 0 11,685 0 0
RELX PLC Sponsored ADR Com 759530108   379,531 11,353 SH   SOLE 0 11,353 0 0
Rockwell Automation Inc Com 773903109   8,593,044 26,083 SH   SOLE 0 26,083 0 0
Roper Technologies Inc Com 776696106   5,078,690 10,563 SH   SOLE 0 10,563 0 0
Royal Bank of Canada Com 780087102   284,238 2,976 SH   SOLE 0 2,976 0 0
SPDR S&P 500 ETF Com 78462F103   3,196,049 7,210 SH   SOLE 0 7,210 0 0
SPDR S&P MidCap 400 ETF Com 78467Y107   26,384,589 55,093 SH   SOLE 0 55,093 0 0
Salesforce Inc Com 79466L302   9,071,927 42,942 SH   SOLE 0 42,942 0 0
Henry Schein Inc Com 806407102   271,685 3,350 SH   SOLE 0 3,350 0 0
Materials Select Sector SPDR Fund Com 81369Y100   5,942,442 71,708 SH   SOLE 0 71,708 0 0
Energy Select Sector SPDR ETF Com 81369Y506   243,510 3,000 SH   SOLE 0 3,000 0 0
Utilities Select Sector SPDR ETF Com 81369Y886   3,592,983 54,905 SH   SOLE 0 54,905 0 0
Sempra Energy Com 816851109   242,116 1,663 SH   SOLE 0 1,663 0 0
Starbucks Corp Com 855244109   281,826 2,845 SH   SOLE 0 2,845 0 0
ST Microelectronics N Y Registry Shs Com 861012102   270,046 5,402 SH   SOLE 0 5,402 0 0
Stryker Corp Com 863667101   9,557,860 31,328 SH   SOLE 0 31,328 0 0
TJX Companies Inc Com 872540109   6,995,514 82,504 SH   SOLE 0 82,504 0 0
Targa Resources Corp Com 87612G101   307,368 4,039 SH   SOLE 0 4,039 0 0
Telefonica Sa Sponsored ADR Com 879382208   102,241 25,370 SH   SOLE 0 25,370 0 0
Tenaris SA Sponsored ADR Com 88031M109   458,535 15,310 SH   SOLE 0 15,310 0 0
Tesla Inc Com 88160R101   747,353 2,855 SH   SOLE 0 2,855 0 0
Thermo Fisher Scientific Inc Com 883556102   6,958,580 13,337 SH   SOLE 0 13,337 0 0
Travelers Companies Inc Com 89417E109   5,749,188 33,106 SH   SOLE 0 33,106 0 0
US Bancorp Com 902973304   3,064,757 92,759 SH   SOLE 0 92,759 0 0
UnitedHealth Group Inc Com 91324P102   336,929 701 SH   SOLE 0 701 0 0
VMware Inc Com 928563402   1,166,188 8,116 SH   SOLE 0 8,116 0 0
Vodafone Group PLC Sponsored ADR No Par Com 92857W308   138,868 14,695 SH   SOLE 0 14,695 0 0
Walmart Inc Com 931142103   5,476,151 34,840 SH   SOLE 0 34,840 0 0
Waste Management Inc Com 94106L109   7,748,926 44,683 SH   SOLE 0 44,683 0 0
Wheaton Precious Metals Corp Com 962879102   313,042 7,243 SH   SOLE 0 7,243 0 0
Zoetis Inc Com 98978V103   874,999 5,081 SH   SOLE 0 5,081 0 0
Medtronic PLC Com G5960L103   6,654,193 75,530 SH   SOLE 0 75,530 0 0
ASML Holdings NV NY Registry Shs New 2012 Com N07059210   618,937 854 SH   SOLE 0 854 0 0