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
3M CO COM 88579Y101 BBG001S5T7X2 1,708,336 17,068 SH   SOLE   17,068 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2,170,366 16,109 SH   SOLE   16,109 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 1,333,131 4,320 SH   SOLE   4,320 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 BBG00H5S83B8 248,902 5,514 SH   SOLE   5,514 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 11,179,142 93,393 SH   SOLE   93,393 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,209,337 9,997 SH   SOLE   9,997 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 10,393,864 79,732 SH   SOLE   79,732 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 467,727 2,685 SH   SOLE   2,685 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 258,930 4,500 SH   SOLE   4,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 675,493 3,483 SH   SOLE   3,483 0 0
AMERISOURCEBERGEN CORP COM 03073E105 BBG001S8X7P0 1,117,056 5,805 SH   SOLE   5,805 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 5,942,365 26,765 SH   SOLE   26,765 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 242,538 1,245 SH   SOLE   1,245 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG001T53FW2 255,467 4,504 SH   SOLE   4,504 0 0
APPLE INC COM 037833100 BBG001S5N8V8 34,917,150 180,013 SH   SOLE   180,013 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 2,886,631 180,980 SH   SOLE   180,980 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,481,335 51,632 SH   SOLE   51,632 0 0
BAXTER INTL INC COM 071813109 BBG001S5P1K3 259,692 5,700 SH   SOLE   5,700 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 14,587,980 42,780 SH   SOLE   42,780 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 650,363 941 SH   SOLE   941 0 0
BORGWARNER INC COM 099724106 BBG001S7F4D2 576,845 11,794 SH   SOLE   11,794 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 691,703 12,788 SH   SOLE   12,788 0 0
BOYD GAMING CORP COM 103304101 BBG001S7DMW3 429,400 6,190 SH   SOLE   6,190 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,691,094 26,444 SH   SOLE   26,444 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,353,606 1,560 SH   SOLE   1,560 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 229,126 977 SH   SOLE   977 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 1,791,832 39,200 SH   SOLE   39,200 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 317,203 2,620 SH   SOLE   2,620 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 1,115,156 11,792 SH   SOLE   11,792 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 2,305,981 9,372 SH   SOLE   9,372 0 0
CDW CORP COM 12514G108 BBG001V18TB6 706,292 3,849 SH   SOLE   3,849 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 17,791,568 113,070 SH   SOLE   113,070 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 299,238 1,554 SH   SOLE   1,554 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 8,840,503 170,864 SH   SOLE   170,864 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 345,991 7,515 SH   SOLE   7,515 0 0
CME GROUP INC COM 12572Q105 BBG001S86547 786,215 4,243 SH   SOLE   4,243 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 267,377 4,440 SH   SOLE   4,440 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 687,819 16,554 SH   SOLE   16,554 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 246,130 1,000 SH   SOLE   1,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 5,949,637 11,051 SH   SOLE   11,051 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 233,517 6,848 SH   SOLE   6,848 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 297,869 1,215 SH   SOLE   1,215 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 780,962 11,297 SH   SOLE   11,297 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 235,415 581 SH   SOLE   581 0 0
DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 1,094,885 9,370 SH   SOLE   9,370 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 273,732 3,066 SH   SOLE   3,066 0 0
DOW INC COM 260557103 BBG00BN96931 3,712,488 69,705 SH   SOLE   69,705 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 3,246,448 45,443 SH   SOLE   45,443 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 1,238,681 2,788 SH   SOLE   2,788 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 410,190 4,538 SH   SOLE   4,538 0 0
EXTRA SPACE STORAGE INC COM 30225T102 BBG001SLSXK5 506,239 3,401 SH   SOLE   3,401 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 8,902,286 83,005 SH   SOLE   83,005 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,126,706 4,545 SH   SOLE   4,545 0 0
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 1,000,964 6,363 SH   SOLE   6,363 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 552,528 15,348 SH   SOLE   15,348 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 230,852 3,054 SH   SOLE   3,054 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 451,556 1,400 SH   SOLE   1,400 0 0
GRAINGER W W INC COM 384802104 BBG001S5RRD2 263,389 334 SH   SOLE   334 0 0
HASBRO INC COM 418056107 BBG001S5RSQ6 227,731 3,516 SH   SOLE   3,516 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 3,756,259 12,092 SH   SOLE   12,092 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 469,616 2,263 SH   SOLE   2,263 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 789,184 1,765 SH   SOLE   1,765 0 0
IDACORP INC COM 451107106 BBG001S5S4M2 1,046,520 10,200 SH   SOLE   10,200 0 0
INTEL CORP COM 458140100 BBG001S5SF65 4,955,273 148,184 SH   SOLE   148,184 0 0
INTERPUBLIC GROUP COS INC COM 460690100 BBG001S6RLK5 233,023 6,040 SH   SOLE   6,040 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 219,825 978 SH   SOLE   978 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 8,044,438 48,601 SH   SOLE   48,601 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 10,110,513 69,517 SH   SOLE   69,517 0 0
JUNIPER NETWORKS INC COM 48203R104 BBG001SCTT05 858,599 27,405 SH   SOLE   27,405 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 898,718 1,398 SH   SOLE   1,398 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 2,309,882 6,061 SH   SOLE   6,061 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 1,795,482 3,900 SH   SOLE   3,900 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 2,515,078 11,143 SH   SOLE   11,143 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 1,926,815 16,525 SH   SOLE   16,525 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 817,824 4,348 SH   SOLE   4,348 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,010,801 2,570 SH   SOLE   2,570 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,050,457 3,520 SH   SOLE   3,520 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 374,324 876 SH   SOLE   876 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,067,332 12,115 SH   SOLE   12,115 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 7,364,536 63,823 SH   SOLE   63,823 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 357,195 3,987 SH   SOLE   3,987 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 26,473,696 77,740 SH   SOLE   77,740 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 994,734 13,638 SH   SOLE   13,638 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 1,020,103 11,945 SH   SOLE   11,945 0 0
MSCI INC COM 55354G100 BBG001SV8B05 847,068 1,805 SH   SOLE   1,805 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 3,469,325 81,325 SH   SOLE   81,325 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 610,239 3,664 SH   SOLE   3,664 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1,457,732 19,646 SH   SOLE   19,646 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,698,425 4,015 SH   SOLE   4,015 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 856,365 13,875 SH   SOLE   13,875 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 514,707 4,322 SH   SOLE   4,322 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG001S6L063 685,960 43,115 SH   SOLE   43,115 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 382,697 5,735 SH   SOLE   5,735 0 0
PEPSICO INC COM 713448108 BBG001S695T1 1,377,939 7,439 SH   SOLE   7,439 0 0
PFIZER INC COM 717081103 BBG001S5V466 6,107,037 166,495 SH   SOLE   166,495 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 474,972 4,866 SH   SOLE   4,866 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 8,910,325 58,721 SH   SOLE   58,721 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 302,281 4,828 SH   SOLE   4,828 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 915,418 7,690 SH   SOLE   7,690 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 496,069 5,064 SH   SOLE   5,064 0 0
REALTY INCOME CORP COM 756109104 BBG001S884K0 745,522 12,469 SH   SOLE   12,469 0 0
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 239,007 1,553 SH   SOLE   1,553 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 375,092 2,011 SH   SOLE   2,011 0 0
RYDER SYS INC COM 783549108 BBG001S5VK15 933,962 11,015 SH   SOLE   11,015 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 383,896 6,358 SH   SOLE   6,358 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 BBG00FWP4JX3 413,725 6,500 SH   SOLE   6,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 291,122 4,804 SH   SOLE   4,804 0 0
STEWART INFORMATION SVCS COR COM 860372101 BBG001S7KRL6 265,888 6,463 SH   SOLE   6,463 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 1,088,164 14,665 SH   SOLE   14,665 0 0
TAPESTRY INC COM 876030107 BBG001SFH7D5 220,463 5,151 SH   SOLE   5,151 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 775,572 5,880 SH   SOLE   5,880 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 242,897 1,733 SH   SOLE   1,733 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 905,462 3,459 SH   SOLE   3,459 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,254,499 12,524 SH   SOLE   12,524 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 221,113 788 SH   SOLE   788 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,797,124 21,195 SH   SOLE   21,195 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 979,328 5,120 SH   SOLE   5,120 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 230,121 489 SH   SOLE   489 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 897,941 4,388 SH   SOLE   4,388 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2,761,449 5,745 SH   SOLE   5,745 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 834,590 7,115 SH   SOLE   7,115 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,503,011 6,329 SH   SOLE   6,329 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 738,746 25,930 SH   SOLE   25,930 0 0
WEBSTER FINL CORP COM 947890109 BBG001S5XCP5 201,585 5,340 SH   SOLE   5,340 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 754,679 8,553 SH   SOLE   8,553 0 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 997,336 30,565 SH   SOLE   30,565 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 213,024 1,237 SH   SOLE   1,237 0 0