Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BHRB	BURKE HERBERT FINL SVCS CORP	15,508	$1.114M	0.8%	$71.86	—	COM	12135Y108
SNPS	SYNOPSYS INC	2,063	$920K	0.6%	$446.07	—	COM	871607107
HON	HONEYWELL INTL INC	2,700	$605K	0.4%	$223.90	—	COM	438516205
HONA	HONEYWELL AEROSPACE INC	2,700	$597K	0.4%	$221.08	—	COM	43849R105
HEI	HEICO CORP NEW	881	$314K	0.2%	$356.19	—	COM	422806109
GOOG	ALPHABET INC	704	$249K	0.2%	$353.33	—	CAP STK CL C	02079K107
PSMT	PRICESMART INC	1,231	$240K	0.2%	$195.34	—	COM	741511109
QURE	UNIQURE NV	4,500	$207K	0.1%	$46.06	—	SHS	N90064101

Increased Positions (12)

CMI CUMMINS INC 3.5%

Value $5.109M (+34.9%) Shares 7,164 (+1.8%) Est. Cost $214.34 Unrealized —

AMZN AMAZON COM INC 2.7%

Value $3.911M (+17.3%) Shares 16,410 (+2.5%) Est. Cost $168.34 Unrealized —

COST COSTCO WHOLESALE CORPORATION 2.3%

Value $3.373M (-4.9%) Shares 3,606 (+1.3%) Est. Cost $493.81 Unrealized —

MEDP MEDPACE HLDGS INC 0.6%

Value $842K (+19.9%) Shares 1,589 (+8.7%) Est. Cost $357.99 Unrealized —

ICE INTERCONTINENTAL EXCHANGE IN 0.3%

Value $420K (-20.2%) Shares 3,412 (+1.9%) Est. Cost $156.33 Unrealized —

TMO THERMO FISHER SCIENTIFIC INC 0.2%

Value $325K (+30.8%) Shares 649 (+28.3%) Est. Cost $472.84 Unrealized —

DPZ DOMINOS PIZZA INC 0.4%

Value $568K (-10.6%) Shares 1,917 (+8.4%) Est. Cost $419.09 Unrealized —

CELH CELSIUS HLDGS INC 0.3%

Value $397K (-9.9%) Shares 13,553 (+9.1%) Est. Cost $48.66 Unrealized —

BKNG BOOKING HOLDINGS INC 0.3%

Value $486K (+5.8%) Shares 2,725 (+2400.0%) Est. Cost $363.44 Unrealized —

CNM CORE & MAIN INC 1.2%

Value $1.814M (+1.1%) Shares 37,599 (+3.5%) Est. Cost $47.86 Unrealized —

CPRT COPART INC 0.3%

Value $420K (-2.9%) Shares 14,903 (+14.3%) Est. Cost $46.32 Unrealized —

HSY HERSHEY CO 0.2%

Value $335K (-3.5%) Shares 1,911 (+14.3%) Est. Cost $172.54 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CMI	CUMMINS INC	7,164 (+1.8%)	$5.109M (+34.9%)	3.5%	$214.34	—	COM	231021106
AMZN	AMAZON COM INC	16,410 (+2.5%)	$3.911M (+17.3%)	2.7%	$168.34	—	COM	023135106
COST	COSTCO WHOLESALE CORPORATION	3,606 (+1.3%)	$3.373M (-4.9%)	2.3%	$493.81	—	COM	22160K105
MEDP	MEDPACE HLDGS INC	1,589 (+8.7%)	$842K (+19.9%)	0.6%	$357.99	—	COM	58506Q109
ICE	INTERCONTINENTAL EXCHANGE IN	3,412 (+1.9%)	$420K (-20.2%)	0.3%	$156.33	—	COM	45866F104
TMO	THERMO FISHER SCIENTIFIC INC	649 (+28.3%)	$325K (+30.8%)	0.2%	$472.84	—	COM	883556102
DPZ	DOMINOS PIZZA INC	1,917 (+8.4%)	$568K (-10.6%)	0.4%	$419.09	—	COM	25754A201
CELH	CELSIUS HLDGS INC	13,553 (+9.1%)	$397K (-9.9%)	0.3%	$48.66	—	COM NEW	15118V207
BKNG	BOOKING HOLDINGS INC	2,725 (+2400.0%)	$486K (+5.8%)	0.3%	$363.44	—	COM	09857L108
CNM	CORE & MAIN INC	37,599 (+3.5%)	$1.814M (+1.1%)	1.2%	$47.86	—	CL A	21874C102
CPRT	COPART INC	14,903 (+14.3%)	$420K (-2.9%)	0.3%	$46.32	—	COM	217204106
HSY	HERSHEY CO	1,911 (+14.3%)	$335K (-3.5%)	0.2%	$172.54	—	COM	427866108

Exited Positions (4)

HON HONEYWELL INTL INC 0.8%

Value $1.221M Shares 5,400 Est. Cost $185.07 Unrealized —

LNKB LINKBANCORP INC 0.7%

Value $959K Shares 114,917 Est. Cost $6.64 Unrealized —

BLD TOPBUILD COR 0.5%

Value $789K Shares 2,246 Est. Cost $366.54 Unrealized —

CLX CLOROX CO DEL 0.1%

Value $207K Shares 2,000 Est. Cost $145.62 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HON	HONEYWELL INTL INC	5,400	$1.221M	0.8%	$185.07	—	—	438516106
LNKB	LINKBANCORP INC	114,917	$959K	0.7%	$6.64	—	—	53578P105
BLD	TOPBUILD COR	2,246	$789K	0.5%	$366.54	—	—	89055F103
CLX	CLOROX CO DEL	2,000	$207K	0.1%	$145.62	—	—	189054109

Unchanged Positions (70)

LLY ELI LILLY & CO 6.8%

Value $9.955M Shares 8,300 Est. Cost $243.85 Unrealized —

TXN TEXAS INSTRS INC 2.7%

Value $3.875M Shares 13,000 Est. Cost $170.14 Unrealized —

CSCO CISCO SYS INC 2.7%

Value $3.899M Shares 33,192 Est. Cost $50.47 Unrealized —

NVDA NVIDIA CORPORATION 5.8%

Value $8.494M Shares 42,452 Est. Cost $130.32 Unrealized —

CVX CHEVRON CORPORATION 2.3%

Value $3.375M Shares 20,360 Est. Cost $96.10 Unrealized —

JPM JPMORGAN CHASE & CO 5.2%

Value $7.529M Shares 23,000 Est. Cost $147.83 Unrealized —

GOOGL ALPHABET INC 1.5%

Value $2.18M Shares 6,100 Est. Cost $111.70 Unrealized —

XOM EXXON MOBIL CORP 1.1%

Value $1.531M Shares 11,200 Est. Cost $53.90 Unrealized —

FULT FULTON FINL CORP PA 1.6%

Value $2.318M Shares 95,826 Est. Cost $13.79 Unrealized —

COP CONOCOPHILLIPS 0.8%

Value $1.133M Shares 10,900 Est. Cost $62.64 Unrealized —

NEE NEXTERA ENERGY INC 3.1%

Value $4.529M Shares 51,600 Est. Cost $77.35 Unrealized —

PLPC PREFORMED LINE PRODS CO 0.5%

Value $764K Shares 1,860 Est. Cost $175.57 Unrealized —

ESE ESCO TECHNOLOGIES INC 0.8%

Value $1.153M Shares 3,293 Est. Cost $135.58 Unrealized —

V VISA INC 1.3%

Value $1.887M Shares 5,500 Est. Cost $227.57 Unrealized —

LHX L3HARRIS TECHNOLOGIES INC 0.8%

Value $1.175M Shares 4,044 Est. Cost $203.52 Unrealized —

WMT WALMART INC 1.3%

Value $1.869M Shares 16,500 Est. Cost $71.41 Unrealized —

MRK MERCK & CO INC 1.9%

Value $2.836M Shares 22,067 Est. Cost $69.89 Unrealized —

TROW PRICE T ROWE GROUP INC 0.6%

Value $870K Shares 7,650 Est. Cost $168.65 Unrealized —

AEP AMERICAN ELEC PWR CO INC 2.9%

Value $4.145M Shares 30,300 Est. Cost $72.48 Unrealized —

HTLD HEARTLAND EXPRESS INC 0.4%

Value $517K Shares 33,950 Est. Cost $9.48 Unrealized —

MSFT MICROSOFT CORP 6.5%

Value $9.444M Shares 25,319 Est. Cost $313.41 Unrealized —

MCD MCDONALDS CORP 0.7%

Value $1M Shares 3,700 Est. Cost $229.60 Unrealized —

JNJ JOHNSON & JOHNSON 2.7%

Value $3.962M Shares 15,600 Est. Cost $145.09 Unrealized —

LNT ALLIANT ENERGY CORP 1.7%

Value $2.408M Shares 31,560 Est. Cost $50.05 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%

Value $3.353M Shares 6,700 Est. Cost $310.14 Unrealized —

AAPL APPLE INC 0.7%

Value $966K Shares 3,338 Est. Cost $154.71 Unrealized —

BMY BRISTOL-MYERS SQUIBB CO 1.5%

Value $2.149M Shares 37,300 Est. Cost $49.23 Unrealized —

WM WASTE MGMT INC DEL 2.0%

Value $2.92M Shares 13,100 Est. Cost $150.67 Unrealized —

MAR MARRIOTT INTL INC NEW 0.5%

Value $741K Shares 2,000 Est. Cost $151.70 Unrealized —

SRE SEMPRA 1.2%

Value $1.724M Shares 18,600 Est. Cost $69.90 Unrealized —

ADSK AUTODESK INC 0.2%

Value $307K Shares 1,579 Est. Cost $230.34 Unrealized —

ADI ANALOG DEVICES INC 0.2%

Value $350K Shares 882 Est. Cost $206.04 Unrealized —

ABBV ABBVIE INC 0.3%

Value $503K Shares 2,000 Est. Cost $101.71 Unrealized —

KO COCA COLA CO 0.7%

Value $994K Shares 12,230 Est. Cost $49.18 Unrealized —

RACE FERRARI N V 0.5%

Value $681K Shares 1,828 Est. Cost $244.87 Unrealized —

MUSA MURPHY USA INC 0.4%

Value $610K Shares 1,132 Est. Cost $499.18 Unrealized —

RTX RTX CORPORATION 2.0%

Value $2.899M Shares 15,279 Est. Cost $79.32 Unrealized —

PNC PNC FINL SVCS GROUP INC 0.2%

Value $304K Shares 1,235 Est. Cost $189.31 Unrealized —

TRV TRAVELERS COMPANIES INC 0.3%

Value $396K Shares 1,200 Est. Cost $244.86 Unrealized —

ABT ABBOTT LABORATORIES 0.2%

Value $345K Shares 3,800 Est. Cost $118.69 Unrealized —

HD HOME DEPOT INC 0.4%

Value $585K Shares 1,660 Est. Cost $343.18 Unrealized —

LOW LOWES COS INC 0.4%

Value $551K Shares 2,500 Est. Cost $219.81 Unrealized —

PPL PPL CORP 0.5%

Value $759K Shares 20,880 Est. Cost $24.94 Unrealized —

GRMN GARMIN LTD 1.1%

Value $1.634M Shares 6,879 Est. Cost $117.63 Unrealized —

SHW SHERWIN WILLIAMS CO 0.4%

Value $523K Shares 1,519 Est. Cost $321.01 Unrealized —

MTB M & T BK CORP 0.2%

Value $262K Shares 1,100 Est. Cost $172.90 Unrealized —

MA MASTERCARD INCORPORATED 0.9%

Value $1.266M Shares 2,464 Est. Cost $398.94 Unrealized —

USB US BANCORP 0.2%

Value $242K Shares 4,000 Est. Cost $48.72 Unrealized —

MCO MOODYS CORP 0.6%

Value $906K Shares 2,000 Est. Cost $372.33 Unrealized —

GPC GENUINE PARTS CO 0.2%

Value $308K Shares 2,610 Est. Cost $118.01 Unrealized —

PPG PPG INDS INC 0.2%

Value $243K Shares 2,000 Est. Cost $147.48 Unrealized —

CL COLGATE PALMOLIVE CO 0.3%

Value $367K Shares 4,000 Est. Cost $70.92 Unrealized —

TOST TOAST INC 0.3%

Value $469K Shares 16,847 Est. Cost $35.97 Unrealized —

TGT TARGET CORP 0.2%

Value $222K Shares 1,700 Est. Cost $109.20 Unrealized —

ET ENERGY TRANSFER L P 1.1%

Value $1.542M Shares 80,640 Est. Cost $8.23 Unrealized —

XEL XCEL ENERGY INC 0.9%

Value $1.245M Shares 15,500 Est. Cost $56.85 Unrealized —

WEC WEC ENERGY GROUP INC 0.9%

Value $1.367M Shares 11,706 Est. Cost $79.41 Unrealized —

CB CHUBB LIMITED 0.2%

Value $246K Shares 722 Est. Cost $276.25 Unrealized —

EPD ENTERPRISE PRODS PARTNERS L 0.2%

Value $329K Shares 8,960 Est. Cost $25.78 Unrealized —

ALSN ALLISON TRANSMISSION HLDGS I 0.1%

Value $213K Shares 1,887 Est. Cost $111.25 Unrealized —

UNFI UNITED NAT FOODS INC 0.4%

Value $580K Shares 12,706 Est. Cost $23.04 Unrealized —

IDR IDAHO STRATEGIC RESOURCES 0.2%

Value $334K Shares 10,200 Est. Cost $13.47 Unrealized —

ORCL ORACLE CORP 1.0%

Value $1.466M Shares 10,000 Est. Cost $88.90 Unrealized —

PG PROCTER & GAMBLE CO 0.2%

Value $352K Shares 2,400 Est. Cost $134.13 Unrealized —

CTVA CORTEVA INC 0.3%

Value $435K Shares 5,133 Est. Cost $43.54 Unrealized —

SO SOUTHERN CO 0.2%

Value $239K Shares 2,500 Est. Cost $84.51 Unrealized —

PEG PUBLIC SVC ENTERPRISE GROUP 0.4%

Value $649K Shares 8,000 Est. Cost $55.02 Unrealized —

DIS DISNEY WALT CO 0.7%

Value $963K Shares 10,000 Est. Cost $157.79 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 0.2%

Value $337K Shares 4,081 Est. Cost $83.75 Unrealized —

SGOV ISHARES TR 3.1%

Value $4.477M Shares 44,476 Est. Cost $100.32 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	8,300	$9.955M	6.8%	$243.85	—	COM	532457108
TXN	TEXAS INSTRS INC	13,000	$3.875M	2.7%	$170.14	—	COM	882508104
CSCO	CISCO SYS INC	33,192	$3.899M	2.7%	$50.47	—	COM	17275R102
NVDA	NVIDIA CORPORATION	42,452	$8.494M	5.8%	$130.32	—	COM	67066G104
CVX	CHEVRON CORPORATION	20,360	$3.375M	2.3%	$96.10	—	COM	166764100
JPM	JPMORGAN CHASE & CO	23,000	$7.529M	5.2%	$147.83	—	COM	46625H100
GOOGL	ALPHABET INC	6,100	$2.18M	1.5%	$111.70	—	CAP STK CL A	02079K305
XOM	EXXON MOBIL CORP	11,200	$1.531M	1.1%	$53.90	—	COM	30231G102
FULT	FULTON FINL CORP PA	95,826	$2.318M	1.6%	$13.79	—	COM	360271100
COP	CONOCOPHILLIPS	10,900	$1.133M	0.8%	$62.64	—	COM	20825C104
NEE	NEXTERA ENERGY INC	51,600	$4.529M	3.1%	$77.35	—	COM	65339F101
PLPC	PREFORMED LINE PRODS CO	1,860	$764K	0.5%	$175.57	—	COM	740444104
ESE	ESCO TECHNOLOGIES INC	3,293	$1.153M	0.8%	$135.58	—	COM	296315104
V	VISA INC	5,500	$1.887M	1.3%	$227.57	—	COM CL A	92826C839
LHX	L3HARRIS TECHNOLOGIES INC	4,044	$1.175M	0.8%	$203.52	—	COM	502431109
WMT	WALMART INC	16,500	$1.869M	1.3%	$71.41	—	COM	931142103
MRK	MERCK & CO INC	22,067	$2.836M	1.9%	$69.89	—	COM	58933Y105
TROW	PRICE T ROWE GROUP INC	7,650	$870K	0.6%	$168.65	—	COM	74144T108
AEP	AMERICAN ELEC PWR CO INC	30,300	$4.145M	2.9%	$72.48	—	COM	025537101
HTLD	HEARTLAND EXPRESS INC	33,950	$517K	0.4%	$9.48	—	COM	422347104
MSFT	MICROSOFT CORP	25,319	$9.444M	6.5%	$313.41	—	COM	594918104
MCD	MCDONALDS CORP	3,700	$1M	0.7%	$229.60	—	COM	580135101
JNJ	JOHNSON & JOHNSON	15,600	$3.962M	2.7%	$145.09	—	COM	478160104
LNT	ALLIANT ENERGY CORP	31,560	$2.408M	1.7%	$50.05	—	COM	018802108
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,700	$3.353M	2.3%	$310.14	—	CL B NEW	084670702
AAPL	APPLE INC	3,338	$966K	0.7%	$154.71	—	COM	037833100
BMY	BRISTOL-MYERS SQUIBB CO	37,300	$2.149M	1.5%	$49.23	—	COM	110122108
WM	WASTE MGMT INC DEL	13,100	$2.92M	2.0%	$150.67	—	COM	94106L109
MAR	MARRIOTT INTL INC NEW	2,000	$741K	0.5%	$151.70	—	CL A	571903202
SRE	SEMPRA	18,600	$1.724M	1.2%	$69.90	—	COM	816851109
ADSK	AUTODESK INC	1,579	$307K	0.2%	$230.34	—	COM	052769106
ADI	ANALOG DEVICES INC	882	$350K	0.2%	$206.04	—	COM	032654105
ABBV	ABBVIE INC	2,000	$503K	0.3%	$101.71	—	COM	00287Y109
KO	COCA COLA CO	12,230	$994K	0.7%	$49.18	—	COM	191216100
RACE	FERRARI N V	1,828	$681K	0.5%	$244.87	—	COM	N3167Y103
MUSA	MURPHY USA INC	1,132	$610K	0.4%	$499.18	—	COM	626755102
RTX	RTX CORPORATION	15,279	$2.899M	2.0%	$79.32	—	COM	75513E101
PNC	PNC FINL SVCS GROUP INC	1,235	$304K	0.2%	$189.31	—	COM	693475105
TRV	TRAVELERS COMPANIES INC	1,200	$396K	0.3%	$244.86	—	COM	89417E109
ABT	ABBOTT LABORATORIES	3,800	$345K	0.2%	$118.69	—	COM	002824100
HD	HOME DEPOT INC	1,660	$585K	0.4%	$343.18	—	COM	437076102
LOW	LOWES COS INC	2,500	$551K	0.4%	$219.81	—	COM	548661107
PPL	PPL CORP	20,880	$759K	0.5%	$24.94	—	COM	69351T106
GRMN	GARMIN LTD	6,879	$1.634M	1.1%	$117.63	—	SHS	H2906T109
SHW	SHERWIN WILLIAMS CO	1,519	$523K	0.4%	$321.01	—	COM	824348106
MTB	M & T BK CORP	1,100	$262K	0.2%	$172.90	—	COM	55261F104
MA	MASTERCARD INCORPORATED	2,464	$1.266M	0.9%	$398.94	—	CL A	57636Q104
USB	US BANCORP	4,000	$242K	0.2%	$48.72	—	COM NEW	902973304
MCO	MOODYS CORP	2,000	$906K	0.6%	$372.33	—	COM	615369105
GPC	GENUINE PARTS CO	2,610	$308K	0.2%	$118.01	—	COM	372460105
PPG	PPG INDS INC	2,000	$243K	0.2%	$147.48	—	COM	693506107
CL	COLGATE PALMOLIVE CO	4,000	$367K	0.3%	$70.92	—	COM	194162103
TOST	TOAST INC	16,847	$469K	0.3%	$35.97	—	CL A	888787108
TGT	TARGET CORP	1,700	$222K	0.2%	$109.20	—	COM	87612E106
ET	ENERGY TRANSFER L P	80,640	$1.542M	1.1%	$8.23	—	COM UT LTD PTN	29273V100
XEL	XCEL ENERGY INC	15,500	$1.245M	0.9%	$56.85	—	COM	98389B100
WEC	WEC ENERGY GROUP INC	11,706	$1.367M	0.9%	$79.41	—	COM	92939U106
CB	CHUBB LIMITED	722	$246K	0.2%	$276.25	—	COM	H1467J104
EPD	ENTERPRISE PRODS PARTNERS L	8,960	$329K	0.2%	$25.78	—	COM	293792107
ALSN	ALLISON TRANSMISSION HLDGS I	1,887	$213K	0.1%	$111.25	—	COM	01973R101
UNFI	UNITED NAT FOODS INC	12,706	$580K	0.4%	$23.04	—	COM	911163103
IDR	IDAHO STRATEGIC RESOURCES	10,200	$334K	0.2%	$13.47	—	COM NEW	645827205
ORCL	ORACLE CORP	10,000	$1.466M	1.0%	$88.90	—	COM	68389X105
PG	PROCTER & GAMBLE CO	2,400	$352K	0.2%	$134.13	—	COM	742718109
CTVA	CORTEVA INC	5,133	$435K	0.3%	$43.54	—	COM	22052L104
SO	SOUTHERN CO	2,500	$239K	0.2%	$84.51	—	COM	842587107
PEG	PUBLIC SVC ENTERPRISE GROUP	8,000	$649K	0.4%	$55.02	—	COM	744573106
DIS	DISNEY WALT CO	10,000	$963K	0.7%	$157.79	—	COM	254687106
VCIT	VANGUARD SCOTTSDALE FDS	4,081	$337K	0.2%	$83.75	—	INT-TERM CORP	92206C870
SGOV	ISHARES TR	44,476	$4.477M	3.1%	$100.32	—	0-3 MTH TREASURY	46436E718