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
AbbVie, Inc. COM 00287Y109   5,101,690 29,744 SH   SOLE   29,744 0 0
Abbott Laboratories COM 002824100   4,021,213 38,699 SH   SOLE   38,699 0 0
Accenture Plc. COM G1151C101   4,889,148 16,114 SH   SOLE   16,114 0 0
Adobe Systems, Inc. COM 00724F101   448,876 808 SH   SOLE   808 0 0
Akamai Technologies, Inc. COM 00971T101   1,915,461 21,264 SH   SOLE   21,264 0 0
Alphabet, Inc. Class A COM 02079K305   704,920 3,870 SH   SOLE   3,870 0 0
Alphabet, Inc. Class C COM 02079K107   3,692,794 20,133 SH   SOLE   20,133 0 0
Amazon.com COM 023135106   590,185 3,054 SH   SOLE   3,054 0 0
American Electric Power COM 025537101   1,658,286 18,900 SH   SOLE   18,900 0 0
American Express Company COM 025816109   447,123 1,931 SH   SOLE   1,931 0 0
Ameriprise Financial COM 03076C106   233,245 546 SH   SOLE   546 0 0
Analog Devices, Inc. COM 032654105   921,029 4,035 SH   SOLE   4,035 0 0
Ansys, Inc. COM 03662Q105   4,401,978 13,692 SH   SOLE   13,692 0 0
Apple, Inc. COM 037833100   3,012,287 14,302 SH   SOLE   14,302 0 0
AptarGroup, Inc. COM 038336103   3,394,225 24,105 SH   SOLE   24,105 0 0
Arista Networks, Inc. COM 040413106   7,806,942 22,275 SH   SOLE   22,275 0 0
Aspen Technology COM 29109X106   473,533 2,384 SH   SOLE   2,384 0 0
AstraZeneca Plc. COM 046353108   629,379 8,070 SH   SOLE   8,070 0 0
AutoZone, Inc. COM 053332102   6,767,040 2,283 SH   SOLE   2,283 0 0
BCE, Inc. COM 05534B760   206,811 6,389 SH   SOLE   6,389 0 0
Becton, Dickinson & Company COM 075887109   3,290,403 14,079 SH   SOLE   14,079 0 0
Berkshire Hathaway Class B COM 084670702   257,504 633 SH   SOLE   633 0 0
Broadcom, Inc. COM 11135F101   10,962,558 6,828 SH   SOLE   6,828 0 0
Broadridge Financial Solutions COM 11133T103   3,534,771 17,943 SH   SOLE   17,943 0 0
Bunge Global SA COM H11356104   2,134,225 19,989 SH   SOLE   19,989 0 0
Cadence Design Systems COM 127387108   483,475 1,571 SH   SOLE   1,571 0 0
Cintas Corp. COM 172908105   318,618 455 SH   SOLE   455 0 0
Cisco Systems, Inc. COM 17275R102   2,003,354 42,167 SH   SOLE   42,167 0 0
Coca-Cola Company COM 191216100   453,315 7,122 SH   SOLE   7,122 0 0
ConocoPhillips COM 20825C104   3,915,341 34,231 SH   SOLE   34,231 0 0
Costco Wholesale Corp. COM 22160K105   617,092 726 SH   SOLE   726 0 0
Deere & Co. COM 244199105   3,747,882 10,031 SH   SOLE   10,031 0 0
Digital Realty Trust, Inc. COM 253868103   346,217 2,277 SH   SOLE   2,277 0 0
Disney, Walt Company COM 254687106   1,232,188 12,410 SH   SOLE   12,410 0 0
EOG Resources Inc COM 26875P101   1,773,256 14,088 SH   SOLE   14,088 0 0
Eaton Corporation COM G29183103   2,003,584 6,390 SH   SOLE   6,390 0 0
Exxon Mobil Corporation COM 30231G102   923,607 8,023 SH   SOLE   8,023 0 0
FedEx Corporation COM 31428X106   515,125 1,718 SH   SOLE   1,718 0 0
Garmin Ltd. COM H2906T109   340,014 2,087 SH   SOLE   2,087 0 0
Genuine Parts Co. COM 372460105   412,470 2,982 SH   SOLE   2,982 0 0
HCA Healthcare Inc. COM 40412C101   216,864 675 SH   SOLE   675 0 0
Home Depot, Inc. COM 437076102   621,697 1,806 SH   SOLE   1,806 0 0
Illinois Tool Works, Inc. COM 452308109   288,617 1,218 SH   SOLE   1,218 0 0
J.B. Hunt Transport Services, COM 445658107   2,145,440 13,409 SH   SOLE   13,409 0 0
JPMorgan Chase & Company COM 46625H100   504,031 2,492 SH   SOLE   2,492 0 0
Johnson & Johnson COM 478160104   2,981,517 20,399 SH   SOLE   20,399 0 0
Kimberly-Clark Corporation COM 494368103   2,110,866 15,274 SH   SOLE   15,274 0 0
Labcorp Holdings Inc. COM 504922105   2,768,753 13,605 SH   SOLE   13,605 0 0
Lam Research Corp. COM 512807108   247,045 232 SH   SOLE   232 0 0
Lilly, Eli and Company COM 532457108   2,333,164 2,577 SH   SOLE   2,577 0 0
Lincoln Electric Holdings, Inc COM 533900106   4,684,497 24,833 SH   SOLE   24,833 0 0
MSCI, Inc. COM 55354G100   1,726,110 3,583 SH   SOLE   3,583 0 0
Mastercard, Inc. COM 57636Q104   2,860,481 6,484 SH   SOLE   6,484 0 0
McDonald's Corp. COM 580135101   282,107 1,107 SH   SOLE   1,107 0 0
Medtronic Plc. COM G5960L103   2,089,671 26,549 SH   SOLE   26,549 0 0
Merck & Co., Inc. COM 58933Y105   230,268 1,860 SH   SOLE   1,860 0 0
Meta Platforms, Inc. COM 30303M102   3,164,484 6,276 SH   SOLE   6,276 0 0
Microsoft Corp. COM 594918104   1,622,428 3,630 SH   SOLE   3,630 0 0
Mid-America Apartment Communit COM 59522J103   539,493 3,783 SH   SOLE   3,783 0 0
NVidia Corp. COM 67066G104   315,027 2,550 SH   SOLE   2,550 0 0
Novo-Nordisk ADR COM 670100205   1,637,941 11,475 SH   SOLE   11,475 0 0
Palo Alto Networks COM 697435105   3,551,807 10,477 SH   SOLE   10,477 0 0
Pepsico, Inc. COM 713448108   3,502,453 21,236 SH   SOLE   21,236 0 0
Phillips 66 COM 718546104   3,457,676 24,493 SH   SOLE   24,493 0 0
Procter & Gamble Company COM 742718109   3,509,497 21,280 SH   SOLE   21,280 0 0
Prologis, Inc. COM 74340W103   349,171 3,109 SH   SOLE   3,109 0 0
Quanta Services, Inc. COM 74762E102   1,846,980 7,269 SH   SOLE   7,269 0 0
RPM International, Inc. COM 749685103   552,075 5,127 SH   SOLE   5,127 0 0
Revvity, Inc. COM 714046109   2,236,454 21,328 SH   SOLE   21,328 0 0
Rockwell Automation, Inc. COM 773903109   3,161,590 11,485 SH   SOLE   11,485 0 0
Sonoco Products Company COM 835495102   271,656 5,356 SH   SOLE   5,356 0 0
Texas Instruments, Inc. COM 882508104   4,837,572 24,868 SH   SOLE   24,868 0 0
Thermo Fisher Scientific, Inc. COM 883556102   366,639 663 SH   SOLE   663 0 0
Trane Technologies Plc COM G8994e103   205,581 625 SH   SOLE   625 0 0
United Health Group COM 91324P102   392,639 771 SH   SOLE   771 0 0
Ventas, Inc. COM 92276F100   994,956 19,410 SH   SOLE   19,410 0 0
Verisk Analytics, Inc. COM 92345Y106   3,274,493 12,148 SH   SOLE   12,148 0 0
Vertiv Holdings Company COM 92537N108   3,027,266 34,969 SH   SOLE   34,969 0 0
Visa, Inc. COM 92826C839   490,818 1,870 SH   SOLE   1,870 0 0
W. P. Carey, Inc. COM 92936U109   234,237 4,255 SH   SOLE   4,255 0 0
WalMart, Inc. COM 931142103   823,556 12,163 SH   SOLE   12,163 0 0
Waste Management, Inc. COM 94106L109   5,352,060 25,087 SH   SOLE   25,087 0 0
Waters Corporation COM 941848103   276,194 952 SH   SOLE   952 0 0
Willis Towers Watson Public Lt COM G96629103   256,897 980 SH   SOLE   980 0 0
Xylem, Inc. COM 98419M100   2,818,662 20,782 SH   SOLE   20,782 0 0
Zscaler, Inc. COM 98980G102   1,772,952 9,225 SH   SOLE   9,225 0 0
FT Energy Income ETF ETF 33740F276   695,170 37,415 SH   SOLE   37,415 0 0
Invesco S&P 500 Eql Wt Energy ETF 46137V365   447,415 5,549 SH   SOLE   5,549 0 0
Invesco S&P 500 Eql Wt Health ETF 46137V332   385,975 12,853 SH   SOLE   12,853 0 0
ProShares S&P 500 Div Aristocr ETF 74348A467   417,396 4,342 SH   SOLE   4,342 0 0
SPDR Select Sector Technology ETF 81369Y803   285,049 1,260 SH   SOLE   1,260 0 0
SPDR Trust Ser 1 ETF 78462F103   392,926 722 SH   SOLE   722 0 0
Schwab Emrg Mkt Eq ETF ETF 808524706   437,469 16,471 SH   SOLE   16,471 0 0
Schwab Int'l Equity ETF ETF 808524805   2,021,314 52,611 SH   SOLE   52,611 0 0
Schwab Int'l Sm Cap Eq ETF ETF 808524888   208,569 5,862 SH   SOLE   5,862 0 0
Schwab US Broad Market ETF ETF 808524102   5,243,420 83,401 SH   SOLE   83,401 0 0
Schwab US Dividend ETF ETF 808524797   1,147,815 14,761 SH   SOLE   14,761 0 0
Schwab US Lg Cap ETF 808524201   864,355 13,453 SH   SOLE   13,453 0 0
Schwab US Mid-Cap ETF ETF 808524508   516,246 6,633 SH   SOLE   6,633 0 0
Schwab US REIT ETF 808524847   206,569 10,344 SH   SOLE   10,344 0 0
Schwab US Sm Cap ETF ETF 808524607   2,562,727 54,009 SH   SOLE   54,009 0 0
Vanguard World Financials ETF 92204A405   1,702,754 17,048 SH   SOLE   17,048 0 0
WisdomTree US Dividend Growth ETF 97717X669   698,937 8,955 SH   SOLE   8,955 0 0
iShares DJ Tech ETF 464287721   313,040 2,080 SH   SOLE   2,080 0 0