Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	752,570	$186M	18.9%	$74.15	+212.5%	COM	743315103
AAPL	APPLE INC	431,592	$110M	11.2%	$88.67	+154.4%	COM	037833100
PLTR	PALANTIR TECHNOLOGIES INC	430,680	$78.56M	8.0%	$17.47	+827.7%	CL A	69608A108
VXF	VANGUARD INDEX FDS	350,810	$73.44M	7.5%	$92.02	—	EXTEND MKT ETF	922908652
MSFT	MICROSOFT CORP	125,228	$64.86M	6.6%	$47.06	+981.1%	COM	594918104
GOOGL	ALPHABET INC	188,859	$45.91M	4.7%	$110.18	+89.9%	CAP STK CL A	02079K305
VEU	VANGUARD INTL EQUITY INDEX F	367,468	$26.23M	2.7%	$49.22	—	ALLWRLD EX US	922042775
LAMR	LAMAR ADVERTISING CO NEW	212,552	$26.02M	2.6%	$78.64	—	CL A	512816109
LIN	LINDE PLC	50,835	$24.15M	2.5%	$322.30	+46.0%	SHS	G54950103
VWO	VANGUARD INTL EQUITY INDEX F	440,157	$23.85M	2.4%	$40.42	—	FTSE EMR MKT ETF	922042858
GOOG	ALPHABET INC	85,857	$20.91M	2.1%	$107.45	+95.4%	CAP STK CL C	02079K107
MKC	MCCORMICK & CO INC	310,969	$20.81M	2.1%	$66.66	+3.6%	COM NON VTG	579780206
XOM	EXXON MOBIL CORP	173,896	$19.61M	2.0%	$66.53	+64.9%	COM	30231G102
PAYX	PAYCHEX INC	143,438	$18.18M	1.8%	$34.86	+293.5%	COM	704326107
SYK	STRYKER CORPORATION	46,939	$17.35M	1.8%	$91.53	+320.1%	COM	863667101
CMCSA	COMCAST CORP NEW	444,981	$13.98M	1.4%	$36.53	-9.2%	CL A	20030N101
SCHW	SCHWAB CHARLES CORP	145,479	$13.89M	1.4%	$19.93	+374.4%	COM	808513105
AXP	AMERICAN EXPRESS CO	41,637	$13.83M	1.4%	$150.59	+110.2%	COM	025816109
IXC	ISHARES TR	285,749	$11.93M	1.2%	$21.22	—	GLOBAL ENERG ETF	464287341
PEP	PEPSICO INC	82,703	$11.61M	1.2%	$90.51	+55.1%	COM	713448108
SPY	SPDR S&P 500 ETF TR	16,051	$10.69M	1.1%	$251.03	—	TR UNIT	78462F103
VTI	VANGUARD INDEX FDS	31,746	$10.42M	1.1%	$278.29	—	TOTAL STK MKT	922908769
DIS	DISNEY WALT CO	84,732	$9.702M	1.0%	$98.74	+18.5%	COM	254687106
CB	CHUBB LIMITED	24,066	$6.793M	0.7%	$189.85	+45.0%	COM	H1467J104
VBR	VANGUARD INDEX FDS	31,354	$6.544M	0.7%	$142.10	—	SM CP VAL ETF	922908611
HD	HOME DEPOT INC	15,214	$6.165M	0.6%	$65.42	+494.9%	COM	437076102
SCHX	SCHWAB STRATEGIC TR	225,572	$5.942M	0.6%	$34.29	—	US LRG CAP ETF	808524201
BRK/B	BERKSHIRE HATHAWAY INC DEL	10,158	$5.107M	0.5%	$256.80	+88.6%	CL B NEW	084670702
JPM	JPMORGAN CHASE & CO.	15,165	$4.784M	0.5%	$71.01	+316.7%	COM	46625H100
VT	VANGUARD INTL EQUITY INDEX F	31,471	$4.337M	0.4%	$51.51	—	TT WRLD ST ETF	922042742
BLK	BLACKROCK INC	3,424	$3.992M	0.4%	$991.05	+11.9%	COM	09290D101
VEA	VANGUARD TAX-MANAGED FDS	66,414	$3.98M	0.4%	$40.51	—	VAN FTSE DEV MKT	921943858
JNJ	JOHNSON & JOHNSON	20,399	$3.782M	0.4%	$67.27	+152.0%	COM	478160104
CEG	CONSTELLATION ENERGY CORP	11,457	$3.77M	0.4%	$59.22	+444.1%	COM	21037T109
ADP	AUTOMATIC DATA PROCESSING IN	12,701	$3.728M	0.4%	$46.28	+543.5%	COM	053015103
XLK	SELECT SECTOR SPDR TR	12,430	$3.504M	0.4%	$85.93	—	TECHNOLOGY	81369Y803
IEZ	ISHARES TR	176,043	$3.396M	0.3%	$11.94	—	US OIL EQ&SV ETF	464288844
SLB	SCHLUMBERGER LTD	92,225	$3.17M	0.3%	$39.67	-13.4%	COM STK	806857108
CL	COLGATE PALMOLIVE CO	32,750	$2.618M	0.3%	$55.22	+53.3%	COM	194162103
IEMG	ISHARES INC	38,517	$2.489M	0.3%	$50.90	—	CORE MSCI EMKT	46434G103
CVX	CHEVRON CORP NEW	15,796	$2.453M	0.2%	$73.32	+107.7%	COM	166764100
PG	PROCTER AND GAMBLE CO	14,413	$2.215M	0.2%	$77.86	+99.0%	COM	742718109
SCHB	SCHWAB STRATEGIC TR	84,793	$2.18M	0.2%	$35.36	—	US BRD MKT ETF	808524102
IXUS	ISHARES TR	26,222	$2.165M	0.2%	$50.91	—	CORE MSCI TOTAL	46432F834
LLY	ELI LILLY & CO	2,771	$2.115M	0.2%	$194.42	+281.8%	COM	532457108
VOO	VANGUARD INDEX FDS	2,913	$1.784M	0.2%	$209.95	—	S&P 500 ETF SHS	922908363
CSCO	CISCO SYS INC	26,021	$1.78M	0.2%	$18.33	+267.7%	COM	17275R102
ABBV	ABBVIE INC	7,475	$1.731M	0.2%	$39.19	+415.3%	COM	00287Y109
MRK	MERCK & CO INC	19,058	$1.6M	0.2%	$41.55	+95.0%	COM	58933Y105
QQQ	INVESCO QQQ TR	2,636	$1.583M	0.2%	$212.72	—	UNIT SER 1	46090E103
UNH	UNITEDHEALTH GROUP INC	4,055	$1.4M	0.1%	$140.42	+112.9%	COM	91324P102
SBUX	STARBUCKS CORP	16,281	$1.377M	0.1%	$55.19	+60.5%	COM	855244109
AMZN	AMAZON COM INC	6,199	$1.361M	0.1%	$182.46	+24.1%	COM	023135106
PFE	PFIZER INC	45,547	$1.161M	0.1%	$21.45	+12.6%	COM	717081103
COST	COSTCO WHSL CORP NEW	1,240	$1.147M	0.1%	$699.41	+36.8%	COM	22160K105
XLC	SELECT SECTOR SPDR TR	9,105	$1.078M	0.1%	$112.02	—	COMMUNICATION	81369Y852
GE	GE AEROSPACE	3,507	$1.055M	0.1%	$63.90	+326.7%	COM NEW	369604301
HSY	HERSHEY CO	5,318	$995K	0.1%	$178.38	+0.7%	COM	427866108
IVV	ISHARES TR	1,483	$993K	0.1%	$525.73	—	CORE S&P500 ETF	464287200
WY	WEYERHAEUSER CO MTN BE	38,363	$951K	0.1%	$20.44	+23.2%	COM NEW	962166104
XLI	SELECT SECTOR SPDR TR	5,975	$922K	0.1%	$70.98	—	INDL	81369Y704
ADM	ARCHER DANIELS MIDLAND CO	15,339	$916K	0.1%	$30.13	+91.7%	COM	039483102
BAC	BANK AMERICA CORP	16,460	$849K	0.1%	$21.76	+122.1%	COM	060505104
BX	BLACKSTONE INC	4,850	$829K	0.1%	$45.75	+270.4%	COM	09260D107
WMT	WALMART INC	7,922	$816K	0.1%	$51.60	+92.3%	COM	931142103
NVDA	NVIDIA CORPORATION	4,357	$813K	0.1%	$95.59	+82.3%	COM	67066G104
IWM	ISHARES TR	3,332	$806K	0.1%	$173.70	—	RUSSELL 2000 ETF	464287655
META	META PLATFORMS INC	1,090	$800K	0.1%	$512.12	+45.1%	CL A	30303M102
SCHD	SCHWAB STRATEGIC TR	28,433	$776K	0.1%	$34.03	—	US DIVIDEND EQ	808524797
NFLX	NETFLIX INC	625	$749K	0.1%	$66.88	+82.5%	COM	64110L106
DE	DEERE & CO	1,636	$748K	0.1%	$105.19	+365.5%	COM	244199105
BSV	VANGUARD BD INDEX FDS	9,280	$732K	0.1%	$82.09	—	SHORT TRM BOND	921937827
GLD	SPDR GOLD TR	1,993	$708K	0.1%	$191.17	—	GOLD SHS	78463V107
ABT	ABBOTT LABS	5,090	$682K	0.1%	$37.56	+247.7%	COM	002824100
MCD	MCDONALDS CORP	2,188	$665K	0.1%	$225.87	+33.4%	COM	580135101
WFC	WELLS FARGO CO NEW	7,817	$655K	0.1%	$37.76	+113.1%	COM	949746101
GILD	GILEAD SCIENCES INC	5,490	$609K	0.1%	$51.77	+116.9%	COM	375558103
WM	WASTE MGMT INC DEL	2,615	$578K	0.1%	$44.31	+404.8%	COM	94106L109
PH	PARKER-HANNIFIN CORP	749	$568K	0.1%	$164.37	+347.2%	COM	701094104
GEV	GE VERNOVA INC	919	$565K	0.1%	$191.56	+216.1%	COM	36828A101
EPD	ENTERPRISE PRODS PARTNERS L	18,000	$563K	0.1%	$22.67	—	COM	293792107
BMY	BRISTOL-MYERS SQUIBB CO	12,248	$552K	0.1%	$41.31	+10.2%	COM	110122108
EXC	EXELON CORP	12,244	$551K	0.1%	$28.84	+50.4%	COM	30161N101
VGT	VANGUARD WORLD FD	700	$523K	0.1%	$281.37	—	INF TECH ETF	92204A702
IBM	INTERNATIONAL BUSINESS MACHS	1,792	$506K	0.1%	$107.78	+140.8%	COM	459200101
ETN	EATON CORP PLC	1,350	$505K	0.1%	$54.27	+569.4%	SHS	G29183103
LMT	LOCKHEED MARTIN CORP	900	$449K	0.0%	$185.89	+141.1%	COM	539830109
CAT	CATERPILLAR INC	915	$437K	0.0%	$228.45	+86.2%	COM	149123101
VHT	VANGUARD WORLD FD	1,663	$432K	0.0%	$282.20	—	HEALTH CAR ETF	92204A504
AMGN	AMGEN INC	1,522	$430K	0.0%	$125.77	+127.9%	COM	031162100
KO	COCA COLA CO	6,168	$409K	0.0%	$31.64	+114.6%	COM	191216100
IJH	ISHARES TR	5,855	$382K	0.0%	$88.31	—	CORE S&P MCP ETF	464287507
VTV	VANGUARD INDEX FDS	1,900	$354K	0.0%	$118.95	—	VALUE ETF	922908744
VLO	VALERO ENERGY CORP	2,000	$341K	0.0%	$76.96	+92.1%	COM	91913Y100
NOC	NORTHROP GRUMMAN CORP	545	$332K	0.0%	$348.21	+61.8%	COM	666807102
CRWD	CROWDSTRIKE HLDGS INC	652	$320K	0.0%	$306.18	+48.5%	CL A	22788C105
AMP	AMERIPRISE FINL INC	600	$295K	0.0%	$525.10	-2.8%	COM	03076C106
MPLX	MPLX LP	5,808	$290K	0.0%	$35.57	—	COM UNIT REP LTD	55336V100
ITW	ILLINOIS TOOL WKS INC	1,100	$287K	0.0%	$197.50	+30.3%	COM	452308109
SMMD	ISHARES TR	3,885	$286K	0.0%	$49.82	—	RUSEL 2500 ETF	46435G268
VUG	VANGUARD INDEX FDS	582	$279K	0.0%	$383.93	—	GROWTH ETF	922908736
DUK	DUKE ENERGY CORP NEW	2,249	$278K	0.0%	$64.92	+84.5%	COM NEW	26441C204
QCOM	QUALCOMM INC	1,650	$274K	0.0%	$118.34	+32.8%	COM	747525103
STT	STATE STR CORP	2,300	$267K	0.0%	$78.76	+39.8%	COM	857477103
V	VISA INC	755	$258K	0.0%	$224.81	+53.5%	COM CL A	92826C839
ET	ENERGY TRANSFER L P	14,590	$250K	0.0%	$10.27	—	COM UT LTD PTN	29273V100
AB	ALLIANCEBERNSTEIN HLDG L P	6,525	$249K	0.0%	$30.31	—	UNIT LTD PARTN	01881G106
GD	GENERAL DYNAMICS CORP	729	$249K	0.0%	$272.45	+15.2%	COM	369550108
SHW	SHERWIN WILLIAMS CO	700	$242K	0.0%	$366.99	-4.2%	COM	824348106
VYM	VANGUARD WHITEHALL FDS	1,663	$234K	0.0%	$128.20	—	HIGH DIV YLD	921946406
HON	HONEYWELL INTL INC	1,100	$232K	0.0%	$83.61	+147.7%	COM	438516106
TT	TRANE TECHNOLOGIES PLC	545	$230K	0.0%	$392.99	+8.6%	SHS	G8994E103
MCHP	MICROCHIP TECHNOLOGY INC.	3,500	$225K	0.0%	$53.89	+24.1%	COM	595017104
SHOP	SHOPIFY INC	1,500	$223K	0.0%	$135.57	0.0%	CL A SUB VTG SHS	82509L107
MAS	MASCO CORP	3,140	$221K	0.0%	$78.41	-10.8%	COM	574599106
EQL	ALPS ETF TR	4,800	$221K	0.0%	$71.76	—	EQUAL SEC ETF	00162Q205
WELL	WELLTOWER INC	1,172	$209K	0.0%	$163.41	0.0%	COM	95040Q104