AMAZON COM INC COM 023135106 10969327 44027 SH SOLE 0 0 44027 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 7723734 39457 SH SOLE 0 0 39457 STARBUCKS CORP COM 855244109 1102267 11731 SH SOLE 0 0 11731 PUBLIC SVC ENTERPRISE GROUP COM 744573106 737933 10958 SH SOLE 0 0 10958 OLD REP INTL CORP COM 680223104 915529 24538 SH SOLE 0 0 24538 BLOCK INC CL A 852234103 643755 8755 SH SOLE 0 0 8755 MONSTER BEVERAGE CORP NEW COM 61174X109 2749332 66058 SH SOLE 0 0 66058 JOHNSON & JOHNSON COM 478160104 10640064 40191 SH SOLE 0 0 40191 WASTE MGMT INC DEL COM 94106L109 508349 2493 SH SOLE 0 0 2493 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 7558937 20198 SH SOLE 0 0 20198 GOLDMAN SACHS GROUP INC COM 38141G104 320563 356 SH SOLE 0 0 356 WATSCO INC COM 942622200 481669 1591 SH SOLE 0 0 1591 SHELL PLC SPON ADS 780259305 780551 8212 SH SOLE 0 0 8212 YUM BRANDS INC COM 988498101 572899 4202 SH SOLE 0 0 4202 PROCTER & GAMBLE CO COM 742718109 1421459 9784 SH SOLE 0 0 9784 COCA COLA CO COM 191216100 2221846 25811 SH SOLE 0 0 25811 ENTERPRISE PRODS PARTNERS L COM 293792107 1881525 52837 SH SOLE 0 0 52837 INTEL CORP COM 458140100 2801637 23302 SH SOLE 0 0 23302 CME GROUP INC COM 12572Q105 6572273 25087 SH SOLE 0 0 25087 STATE STR CORP COM 857477103 271837 1557 SH SOLE 0 0 1557 NETFLIX INC. COM 64110L106 2311800 33225 SH SOLE 0 0 33225 PAYCHEX INC COM 704326107 693204 7038 SH SOLE 0 0 7038 SEI INVTS CO COM 784117103 983969 9585 SH SOLE 0 0 9585 MERCK & CO INC COM 58933Y105 437594 3011 SH SOLE 0 0 3011 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 758054 994 SH SOLE 0 0 994 E L F BEAUTY INC COM 26856L103 219913 2178 SH SOLE 0 0 2178 VISTRA CORP COM 92840M102 374237 2705 SH SOLE 0 0 2705 ALLSTATE CORP COM 020002101 250428 1129 SH SOLE 0 0 1129 VERTEX PHARMACEUTICALS INC COM 92532F100 2288348 4377 SH SOLE 0 0 4377 CORNING INC COM 219350105 253289 1647 SH SOLE 0 0 1647 VERIZON COMMUNICATIONS INC COM 92343V104 4615280 100617 SH SOLE 0 0 100617 CHUBB LIMITED COM H1467J104 6063220 18642 SH SOLE 0 0 18642 SNAP ON INC COM 833034101 883410 2431 SH SOLE 0 0 2431 TRANE TECHNOLOGIES PLC SHS G8994E103 4826614 10679 SH SOLE 0 0 10679 HOME DEPOT INC COM 437076102 5557067 19533 SH SOLE 0 0 19533 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 3390801 20133 SH SOLE 0 0 20133 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 201536 1251 SH SOLE 0 0 1251 SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 398006 4938 SH SOLE 0 0 4938 UGI CORP NEW COM 902681105 481431 13497 SH SOLE 0 0 13497 ISHARES TR CORE S&P SCP ETF 464287804 738700 5430 SH SOLE 0 0 5430 ALPHABET INC CAP STK CL A 02079K305 14471428 42058 SH SOLE 0 0 42058 UNILEVER PLC SPON ADR NEW 904767803 849930 13995 SH SOLE 0 0 13995 MICROSOFT CORP COM 594918104 19712036 38433 SH SOLE 0 0 38433 SLB LIMITED COM STK 806857108 523792 10751 SH SOLE 0 0 10751 CVS HEALTH CORP COM 126650100 816065 9523 SH SOLE 0 0 9523 SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 3238074 29180 SH SOLE 0 0 29180 SIMON PPTY GROUP INC NEW COM 828806109 892641 4446 SH SOLE 0 0 4446 NEXTERA ENERGY INC COM 65339F101 3084301 40722 SH SOLE 0 0 40722 BOEING CO COM 097023105 2794448 15020 SH SOLE 0 0 15020 NIKE INC CL B 654106103 268196 7576 SH SOLE 0 0 7576 TESLA INC COM 88160R101 5614810 15825 SH SOLE 0 0 15825 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 2845462 53286 SH SOLE 0 0 53286 NXP SEMICONDUCTORS N V COM N6596X109 1007819 4243 SH SOLE 0 0 4243 DELL TECHNOLOGIES INC CL C 24703L202 462637 860 SH SOLE 0 0 860 ILLUMINA INC COM 452327109 1153014 4213 SH SOLE 0 0 4213 ELI LILLY & CO COM 532457108 681193 589 SH SOLE 0 0 589 AIR PRODUCTS AND CHEMICALS I COM 009158106 4425479 15906 SH SOLE 0 0 15906 FIDELITY NATL INFORMATION SV COM 31620M106 1153638 35065 SH SOLE 0 0 35065 MICRON TECHNOLOGY INC COM 595112103 2475316 2324 SH SOLE 0 0 2324 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 205155 412 SH SOLE 0 0 412 ENTERGY CORP NEW COM 29364G103 2745714 27662 SH SOLE 0 0 27662 MARATHON PETE CORP COM 56585A102 11987061 30315 SH SOLE 0 0 30315 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 367017 3169 SH SOLE 0 0 3169 PALANTIR TECHNOLOGIES INC CL A 69608A108 250834 1341 SH SOLE 0 0 1341 REGENERON PHARMACEUTICALS COM 75886F107 1574698 2077 SH SOLE 0 0 2077 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 313751 15870 SH SOLE 0 0 15870 VISA INC COM CL A 92826C839 6222328 17316 SH SOLE 0 0 17316 PHILLIPS 66 COM 718546104 730442 2861 SH SOLE 0 0 2861 META PLATFORMS INC CL A 30303M102 8779504 12107 SH SOLE 0 0 12107 ISHARES TR US TRSPRTION 464287192 434456 5533 SH SOLE 0 0 5533 BROADCOM INC COM 11135F101 31464379 89594 SH SOLE 0 0 89594 WORKDAY INC CL A 98138H101 419964 2205 SH SOLE 0 0 2205 JOHNSON CONTROLS INTERNATION SHS G51502105 6675536 44908 SH SOLE 0 0 44908 NOVARTIS AG SPONSORED ADR 66987V109 920848 6459 SH SOLE 0 0 6459 EXPEDITORS INTL WASH INC COM 302130109 1478406 8007 SH SOLE 0 0 8007 NVIDIA CORPORATION COM 67066G104 29950121 131142 SH SOLE 0 0 131142 CUMMINS INC COM 231021106 4989192 9658 SH SOLE 0 0 9658 ABBVIE INC COM 00287Y109 8137666 31108 SH SOLE 0 0 31108 S&P GLOBAL INC COM 78409V104 685188 1737 SH SOLE 0 0 1737 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1872304 22566 SH SOLE 0 0 22566 FACTSET RESH SYS INC COM 303075105 427257 1583 SH SOLE 0 0 1583 INTUITIVE SURGICAL INC COM NEW 46120E602 777070 1911 SH SOLE 0 0 1911 INTERCONTINENTAL EXCHANGE IN COM 45866F104 745366 4903 SH SOLE 0 0 4903 CISCO SYS INC COM 17275R102 484254 4499 SH SOLE 0 0 4499 ADVANCED MICRO DEVICES INC COM 007903107 713312 1166 SH SOLE 0 0 1166 AUTODESK INC COM 052769106 1275527 6103 SH SOLE 0 0 6103 VANGUARD WORLD FD FINANCIALS ETF 92204A405 696632 5355 SH SOLE 0 0 5355 SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 445455 9147 SH SOLE 0 0 9147 ISHARES TR ISHARES BIOTECH 464287556 840983 3995 SH SOLE 0 0 3995 MOTOROLA SOLUTIONS INC COM NEW 620076307 10513035 23573 SH SOLE 0 0 23573 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 1522147 13985 SH SOLE 0 0 13985 ISHARES TR S&P 500 VAL ETF 464287408 241004 1056 SH SOLE 0 0 1056 ISHARES TR CORE S&P500 ETF 464287200 896455 1171 SH SOLE 0 0 1171 LAMAR ADVERTISING CO CL A 512816109 1039161 7211 SH SOLE 0 0 7211 WELLS FARGO & CO COM 949746101 3299018 41212 SH SOLE 0 0 41212 UNION PAC CORP COM 907818108 3431987 12612 SH SOLE 0 0 12612 SALESFORCE INC COM 79466L302 2237785 9748 SH SOLE 0 0 9748 DARDEN RESTAURANTS INC COM 237194105 5194867 26882 SH SOLE 0 0 26882 THERMO FISHER SCIENTIFIC INC COM 883556102 1170785 1734 SH SOLE 0 0 1734 JPMORGAN CHASE & CO COM 46625H100 16034137 48466 SH SOLE 0 0 48466 MONOLITHIC PWR SYS INC COM 609839105 261668 194 SH SOLE 0 0 194 CHEVRON CORPORATION COM 166764100 2172556 10639 SH SOLE 0 0 10639 CONOCOPHILLIPS COM 20825C104 1877493 15002 SH SOLE 0 0 15002 TJX COS INC NEW COM 872540109 1477580 11168 SH SOLE 0 0 11168 WALMART INC COM 931142103 11636078 111971 SH SOLE 0 0 111971 INTERNATIONAL BUSINESS MACHS COM 459200101 498122 2265 SH SOLE 0 0 2265 ORACLE CORP COM 68389X105 2554363 18604 SH SOLE 0 0 18604 RTX CORPORATION COM 75513E101 230848 1243 SH SOLE 0 0 1243 TEXAS INSTRS INC COM 882508104 3527596 12595 SH SOLE 0 0 12595 MORGAN STANLEY COM NEW 617446448 1198730 6374 SH SOLE 0 0 6374 CATERPILLAR INC COM 149123101 282364 348 SH SOLE 0 0 348 ALPHABET INC CAP STK CL C 02079K107 4997661 14667 SH SOLE 0 0 14667 APPLIED MATLS INC COM 038222105 1140889 2231 SH SOLE 0 0 2231 ANALOG DEVICES INC COM 032654105 13191059 33251 SH SOLE 0 0 33251 HUMANA INC COM 444859102 214817 563 SH SOLE 0 0 563 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 614438 5289 SH SOLE 0 0 5289 ARISTA NETWORKS INC COM SHS 040413205 4290659 21075 SH SOLE 0 0 21075 EATON CORP PLC SHS G29183103 11475850 26706 SH SOLE 0 0 26706 ISHARES TR CORE MSCI EURO 46434V738 2074910 28153 SH SOLE 0 0 28153 ISHARES TR EXPND TEC SC ETF 464287549 1551117 9176 SH SOLE 0 0 9176 CARPENTER TECHNOLOGY CORP COM 144285103 210617 542 SH SOLE 0 0 542 RYMAN HOSPITALITY PPTYS INC COM 78377T107 614248 5139 SH SOLE 0 0 5139 LAM RESEARCH CORP COM NEW 512807306 3221369 9806 SH SOLE 0 0 9806 PHILIP MORRIS INTL INC COM 718172109 1052974 5518 SH SOLE 0 0 5518 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 252540 1674 SH SOLE 0 0 1674 SERVICE CORP INTL COM 817565104 1432762 18815 SH SOLE 0 0 18815 EQUINIX INC COM 29444U700 1666332 1647 SH SOLE 0 0 1647 REALTY INCOME CORP COM 756109104 3949332 72732 SH SOLE 0 0 72732 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 6690254 41108 SH SOLE 0 0 41108 UNITEDHEALTH GROUP INC COM 91324P102 3098242 8440 SH SOLE 0 0 8440 DEERE & CO COM 244199105 1054221 1570 SH SOLE 0 0 1570 SHOPIFY INC CL A SUB VTG SHS 82509L107 2220644 14974 SH SOLE 0 0 14974 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 972897 24668 SH SOLE 0 0 24668 NOVO-NORDISK A S ADR 670100205 602786 15900 SH SOLE 0 0 15900 BLACKROCK INC COM 09290D101 211398 200 SH SOLE 0 0 200 APPLE INC COM 037833100 34582575 103845 SH SOLE 0 0 103845 DISNEY WALT CO COM 254687106 1535745 14640 SH SOLE 0 0 14640 RAYMOND JAMES FINL INC COM 754730109 660970 4183 SH SOLE 0 0 4183 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 264241 1674 SH SOLE 0 0 1674