| VVANGUARD TOTALBNDX |
| 6.27% | 6.63% | $44.5M | 919,347 | $43.0M | 895,635 | +23,712+2.65% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 6.01% | 6.97% | $42.7M | 57 | $45.2M | 63 | -6-9.52% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.27% | 3.8% | $30.3M | 85,755 | $24.7M | 86,077 | -322-0.37% | Reduce |
 APPLE INCAAPL |
| 4.09% | 3.93% | $29.0M | 100,316 | $25.5M | 100,630 | -314-0.31% | Reduce |
 EMCOR GROUP INCEME |
| 3.55% | 3.46% | $25.2M | 30,400 | $22.4M | 30,399 | +1+0.00% | Add |
 RTX CORPORATIONRTX |
| 3.05% | 3.44% | $21.6M | 114,004 | $22.4M | 115,885 | -1,881-1.62% | Reduce |
 AMERICAN EXPRESS COAXP |
| 2.95% | 2.89% | $21.0M | 62,002 | $18.8M | 62,092 | -90-0.14% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.91% | 1.21% | $20.7M | 47,941 | $7.9M | 47,895 | +46+0.10% | Add |
 MICROSOFT CORPMSFT |
| 2.86% | 3.16% | $20.3M | 54,539 | $20.5M | 55,491 | -952-1.72% | Reduce |
| AAVANTIS U SAVUV |
| 2.49% | 2.38% | $17.7M | 141,712 | $15.5M | 140,111 | +1,601+1.14% | Add |
 TJX COS INC NEWTJX |
| 2.24% | 2.6% | $15.9M | 105,003 | $16.9M | 105,713 | -710-0.67% | Reduce |
| IISHARES GOLD TRIAU |
| 2.19% | 2.79% | $15.5M | 205,853 | $18.1M | 205,299 | +554+0.27% | Add |
 DEERE & CODE |
| 2.17% | 2.11% | $15.4M | 24,215 | $13.7M | 24,307 | -92-0.38% | Reduce |
 LITTELFUSE INCLFUS |
| 1.86% | 1.51% | $13.2M | 28,995 | $9.8M | 28,975 | +20+0.07% | Add |
 CUMMINS INCCMI |
| 1.82% | 1.48% | $12.9M | 18,109 | $9.6M | 17,801 | +308+1.73% | Add |
 EATON CORP PLCETN |
| 1.76% | 1.62% | $12.5M | 29,409 | $10.5M | 29,387 | +22+0.07% | Add |
 CISCO SYS INCCSCO |
| 1.74% | 1.26% | $12.3M | 105,044 | $8.1M | 105,022 | +22+0.02% | Add |
| AAMERICAN CENTY ETF TRAVEM |
| 1.73% | 1.49% | $12.3M | 127,415 | $9.7M | 119,980 | +7,435+6.20% | Add |
 AMGEN INC COMAMGN |
| 1.69% | 1.81% | $12.0M | 33,116 | $11.8M | 33,465 | -349-1.04% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.5% | 1.59% | $10.6M | 41,843 | $10.3M | 42,147 | -304-0.72% | Reduce |
 HUBBELL INCHUBB |
| 1.43% | 1.46% | $10.2M | 19,423 | $9.5M | 19,285 | +138+0.72% | Add |
 CHURCH & DWIGHTCHD |
| 1.42% | 1.53% | $10.1M | 104,084 | $9.9M | 106,622 | -2,538-2.38% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.34% | 1.31% | $9.5M | 29,054 | $8.5M | 28,983 | +71+0.24% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.29% | 1.46% | $9.1M | 104,157 | $9.5M | 101,969 | +2,188+2.15% | Add |
 WILLIAMS SONOMA INCWSM |
| 1.27% | 1.07% | $9.0M | 38,573 | $7.0M | 38,136 | +437+1.15% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.24% | 1.26% | $8.8M | 39,089 | $8.2M | 39,895 | -806-2.02% | Reduce |
 COLGATE PALMOLIVE COCL |
| 1.19% | 1.22% | $8.4M | 91,862 | $7.9M | 93,020 | -1,158-1.24% | Reduce |
 VISA INCV |
| 1.17% | 1.14% | $8.3M | 24,313 | $7.4M | 24,391 | -78-0.32% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 1.1% | 1.14% | $7.8M | 33,955 | $7.4M | 34,294 | -339-0.99% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.09% | 1.04% | $7.7M | 38,697 | $6.8M | 38,761 | -64-0.17% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.06% | 1% | $7.6M | 26,875 | $6.5M | 26,847 | +28+0.10% | Add |
 WALMART INCWMT |
| 1.04% | 1.24% | $7.4M | 65,116 | $8.1M | 64,778 | +338+0.52% | Add |
 DANAHER CORP DEL COMDHR |
| 1.01% | 1.13% | $7.2M | 37,758 | $7.3M | 38,561 | -803-2.08% | Reduce |
 ASML HLDG NVASML |
| 1% | 0.08% | $7.1M | 3,557 | $526,665 | 399 | +3,158+791.48% | Add |
 EAGLE MATLS INCEXP |
| 0.95% | 0.9% | $6.7M | 29,898 | $5.8M | 30,647 | -749-2.44% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.89% | 0.63% | $6.3M | 21,120 | $4.1M | 21,014 | +106+0.50% | Add |
 MCGRATH RENTCORPMGRC |
| 0.86% | 0.86% | $6.1M | 50,475 | $5.6M | 50,857 | -382-0.75% | Reduce |
 MAIN STR CAP CORPMAIN |
| 0.83% | 0.93% | $5.9M | 113,705 | $6.0M | 113,635 | +70+0.06% | Add |
 ELI LILLY & COLLY |
| 0.81% | 0.7% | $5.8M | 4,813 | $4.5M | 4,945 | -132-2.67% | Reduce |
 WASTE MGMT INC DELWM |
| 0.76% | 0.86% | $5.4M | 24,232 | $5.6M | 24,210 | +22+0.09% | Add |
 ROPER TECHNOLOGIES INCROP |
| 0.75% | 0.88% | $5.3M | 15,792 | $5.7M | 16,086 | -294-1.83% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.75% | 0.8% | $5.3M | 88,808 | $5.2M | 90,755 | -1,947-2.15% | Reduce |
| WWATSCO INCWSO |
| 0.75% | 0.73% | $5.3M | 12,772 | $4.7M | 12,951 | -179-1.38% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.75% | 0.71% | $5.3M | 7,109 | $4.6M | 7,109 | 00.00% | Unchanged |
 VERIZON COMMUNICATIONS INCVZ |
| 0.74% | 0.96% | $5.3M | 124,850 | $6.2M | 123,764 | +1,086+0.88% | Add |
 SALESFORCE INCCRM |
| 0.73% | 0.96% | $5.2M | 33,016 | $6.2M | 33,471 | -455-1.36% | Reduce |
 ESSENTIAL UTILS INCWTRG |
| 0.71% | 0.82% | $5.0M | 130,855 | $5.3M | 132,090 | -1,235-0.93% | Reduce |
 ECOLAB INCECL |
| 0.7% | — | $5.0M | 17,697 | $0 | 0 | +17,697 | New Buy |
 RELX PLC SPONSORED ADRRELX |
| 0.69% | 0.8% | $4.9M | 155,476 | $5.2M | 156,567 | -1,091-0.70% | Reduce |
 BROOKFIELD INFRASTRUCTURE COBIPC |
| 0.62% | 0.69% | $4.4M | 113,501 | $4.5M | 113,359 | +142+0.13% | Add |
