AMPHENOL CORP CL A 032095101 BBG000B9YJ35 234026125 2774794 SH SOLE 2774794 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG000C9KL89 60377457 1654857 SH SOLE 1654857 0 0 COCA COLA CO COM 191216100 BBG000BMX289 114367279 1328539 SH SOLE 1328539 0 0 SUNBELT RENTALS HOLDINGS INC SHS 866966104 BBG020NKPSZ0 87226904 1178233 SH SOLE 1178233 0 0 NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 206091359 902781 SH SOLE 902781 0 0 AMAZON COM INC COM 023135106 BBG000BVPV84 195753417 785685 SH SOLE 785685 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FB75 104820229 689312 SH SOLE 689312 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 224390449 658442 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG000DMBXR2 214446305 648109 SH SOLE 648109 0 0 AMETEK INC COM 031100100 BBG000B9XG87 158336354 638891 SH SOLE 638891 0 0 QXO INC COM NEW 82846H405 BBG000BV5627 6397656 547042 SH SOLE 0 0 0 EMERSON ELEC CO COM 291011104 BBG000BHX7N2 83795175 540370 SH SOLE 540370 0 0 TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 137397527 490504 SH SOLE 490504 0 0 VISA INC COM CL A 92826C839 BBG000PSKYX7 168970477 470061 SH SOLE 470061 0 0 MICROSOFT CORP COM 594918104 BBG000BPH459 223296894 435336 SH SOLE 435336 0 0 BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 60026104 335229 SH SOLE 335229 0 0 BROADCOM INC COM 11135F101 BBG00KHY5S69 91848608 261554 SH SOLE 261554 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 97041842 238649 SH SOLE 238649 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 156259981 231390 SH SOLE 231390 0 0 MCKESSON CORP COM 58155Q103 BBG000DYGNW7 118760191 138952 SH SOLE 138952 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 BBG000G6GXC5 13673544 117435 SH SOLE 117435 0 0 SEI EXCHANGE TRADED FUNDS DBI MULTI-STRGY 81589A809 BBG01WWBF010 2903199 110283 SH SOLE 0 0 0 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3CQ0 3572118 44016 SH SOLE 44016 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 15046391 43716 SH SOLE 43716 0 0 TJX COS INC NEW COM 872540109 BBG000BV8DN6 4869885 36783 SH SOLE 36783 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG000CRF6Q8 13546480 35563 SH SOLE 35563 0 0 ISHARES INC MSCI JAPAN ETF 46434G822 BBG000BK38F5 2804165 28771 SH SOLE 28771 0 0 CHEVRON CORPORATION COM 166764100 BBG000K4ND22 5171699 25300 SH SOLE 25300 0 0 S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 9933740 25164 SH SOLE 25164 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG000M0P5L2 1669374 25000 SH SOLE 25000 0 0 PROLOGIS INC. COM 74340W103 BBG000B9Z0J8 2947545 22697 SH SOLE 22697 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG000BD8ZK0 8339246 18277 SH SOLE 0 0 0 SUNBELT RENTALS HOLDINGS INC SHS 866966104 BBG01ZZ7RBW8 1260615 17218 SH SOLE 17218 0 0 GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHXQ3 3251636 14250 SH SOLE 14250 0 0 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 BBG000C3VPQ1 76055 13473 SH SOLE 0 0 0 ISHARES TR GLOBAL TECH ETF 464287291 BBG000BBTL04 1795954 12125 SH SOLE 12125 0 0 WALMART INC COM 931142103 BBG000BWXBC2 973985 9372 SH SOLE 9372 0 0 ISHARES TR TIPS BD ETF 464287176 BBG000C01W49 818313 7865 SH SOLE 7865 0 0 MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 12339499 7136 SH SOLE 7136 0 0 SYSCO CORP COM 871829107 BBG000BTVJ25 545930 7000 SH SOLE 7000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 3716693 6739 SH SOLE 6739 0 0 FASTENAL CO COM 311900104 BBG000BJ8YN7 309296 6244 SH SOLE 6244 0 0 PROGRESSIVE CORP COM 743315103 BBG000BR37X2 1246531 6011 SH SOLE 6011 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMRD768 1183507 5314 SH SOLE 5314 0 0 APPLE INC COM 037833100 BBG000B9XRY4 1624593 4878 SH SOLE 4878 0 0 SLB LIMITED COM STK 806857108 BBG000BT41Q8 228374 4687 SH SOLE 4687 0 0 MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4MH0 771232 4517 SH SOLE 4517 0 0 WELLS FARGO & CO COM 949746101 BBG000BWQFY7 321942 4019 SH SOLE 4019 0 0 IRON MTN INC DEL COM 46284V101 BBG000KCZPC3 329609 2972 SH SOLE 2972 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG000DWG505 1466347 2944 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 671281 2534 SH SOLE 2534 0 0 PEPSICO INC COM 713448108 BBG000DH7JK6 319841 2524 SH SOLE 2524 0 0 BOOKING HOLDINGS INC COM 09857L108 BBG000BLBVN4 405796 2491 SH SOLE 2491 0 0 PROCTER & GAMBLE CO COM 742718109 BBG000BR2TH3 314617 2165 SH SOLE 2165 0 0 ABBOTT LABORATORIES COM 002824100 BBG000B9ZXB4 202580 2050 SH SOLE 2050 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RY4 520398 1988 SH SOLE 1988 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG000HWNSD9 616424 1950 SH SOLE 0 0 0 ELI LILLY & CO COM 532457108 BBG000BNBDC2 2123428 1831 SH SOLE 1831 0 0 ARISTA NETWORKS INC COM SHS 040413205 BBG000N2HDY5 272517 1338 SH SOLE 1338 0 0 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 BBG023CY9MM1 215307 1322 SH SOLE 1322 0 0 META PLATFORMS INC CL A 30303M102 BBG000MM2P62 776978 1071 SH SOLE 1071 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG000C1BW00 431288 847 SH SOLE 847 0 0 PHILLIPS 66 COM 718546104 BBG00286S4N9 212748 833 SH SOLE 833 0 0 HOME DEPOT INC COM 437076102 BBG000BKZB36 213363 750 SH SOLE 750 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG000BNFLM9 243518 741 SH SOLE 741 0 0 NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2C28 357291 739 SH SOLE 739 0 0 COHERENT CORP COM 19247G107 BBG000BLW102 201470 700 SH SOLE 700 0 0 CUMMINS INC COM 231021106 BBG000BGPTV6 234536 454 SH SOLE 454 0 0 BLACKROCK INC COM 09290D101 BBG01PSW2WN4 270922 256 SH SOLE 256 0 0