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- 5.400% - 07/15/ 20169 19887 BANK OF AMERICA - 3.950% - 04/ 29481 29918 BAXTER INTL - 2.600% - 08/15/2 35992 33832 BECTON DICKINSON & CO - 5.110% 24690 24632 BOEING CO - 0.026% - 10/30/202 25806 24521 BOEING CO - 5.150% - 05/01/203 24819 24603 BOOKING HOLDINGS INC - 3.650% 25244 24944 BORGWARNER INC - 5.400% - 08/1 25116 24612 BROADCOM INC - 5.150% - 11/15/ 26065 25175 BROOKFIELD ASSET MGMT - 4.000% 14874 14994 CAMPBELL SOUP CO - 5.400% - 03 25028 24892 CHURCH & DWIGHT C - 5.600% - 1 26140 25723 CONAGRA BRANDS INC SR NOTE - 4 14660 14910 CONSTELLATION BRANDS, INC - 4. 20210 19779 DEVON ENERGY CORP NEW NOTE - 5 32683 30200 DIGITAL RLTY TR LP - 5.550% - 30313 30493 DOMINION RESOURCES - 5.250% - 25212 24677 DOVER CORP - 3.150% - 11/15/20 31087 29575 DUKE ENERGY CORP - 4.500% - 08 24178 23821 EBAY INC - 5.950% - 11/22/2027 20990 20662 ELEVANCE HEALTH - 5.500% - 10/ 25551 25248 GALLAGHER ARTHUR - 5.450% - 07 24945 25165 GENERAL MILLS INC - 5.250% - 0 25166 24668 HUMANA INC - 5.750% - 03/01/20 25434 25453 INTEL CORP NOTE - 5.000% - 02/ 24891 24541 INTERNATIONAL PAPER CO - 5.000 20608 19557 KELLANOVA - 5.250% - 03/01/203 25173 25055 KEYSIGHT TECHNOLOGIES INC - 4. 24631 24064 KIMBERLY CLARK CORP NOTE - 2.7 25237 24521 KRAFT HEINZ FOODS - 3.000% - 0 19426 19524 L3HARRIS TECH - 5.250% - 06/01 25555 25012 LEIDOS INC - 5.750% - 03/15/20 20292 20278 LOWES COS INC NOTE - 5.000% - 25174 24622 MASCO CORP NOTE - 6.500% - 08/ 40698 42149 MCCORMICK & CO INC - 4.950% - 25044 24377 MCCORMICK &CO INC - 3.250% - 1 26519 24634 MCDONALDS CORP - 4.700% - 12/0 20245 19075 MCKESSON CORP NOTE - 4.750% - 24809 24744 MERCK & CO INC - 2.750% - 02/1 20675 19962 MOHAWK INDS INC - 5.850% - 09/ 24761 25706 NORFOLK - 5.050% - 08/01/2030 29325 30298 NORTHROP GRUMMAN CORP - 4.400% 23018 24345 ORACLE CORP - 6.150% - 11/09/2 30849 31464 PACKAGING CORP - 5.700% - 12/0 25622 25564 PAYPAL HOLDING INC - 5.150% - 24969 24845 PROLOGIS PL - 5.000% - 01/31/2 35923 34255 QUEST DIAGNOSTICS INC - 5.000% 24813 24318 ROPER TECH - 4.750% - 02/15/20 24833 24317 RTX CORP - 5.400% - 05/01/2035 25849 25026 RTX CORP NOTE - 6.000% - 03/15 26161 26243 SMUCKER JM CO - 4.250% - 03/15 19319 18127 SOUTHERN CO SER - 5.700% - 10/ 23979 25678 STARBUCKS CORP NOTE - 4.900% - 24861 24944 SYSCO CORP - 5.375% - 09/21/20 25374 25157 TEXTRON INC - 6.100% - 11/15/2 20946 20851 THERMO FISHER SC - 4.950% - 11 25397 24681 TRACTOR SUPPLY CO - 5.250% - 0 25079 25002 TYSON FOODS INC - 4.350% - 03/ 28701 29149 UNITED HEALTH GROUP - 4.900% - 24870 24857 UNITED PARCEL SERVICS - 5.150% 25255 24966 UNITEDHEALTH GROUP INC FXD RT 25124 24632 US TREAS - 4.875% - 10/31/2030 51886 51097 VENTAS RLTY LTD - 4.750% - 11/ 24120 24443 VERISIGN INC NOTE - 5.250% - 0 15180 14997 VERISK ANALYTICS - 5.750% - 04 25764 25697 VERISK ANALYTICS INC - 4.000% 15381 14942 WASTE MANAGEMENT INC DEL - 4.8 25012 24516 WHIRLPOOL CORP NOTE - 4.750% - 23316 24638 ZOETIS INC - 5.600% - 11/16/20 20309 20615 AAON, INC 12985 20241 ABBOTT LABS 36449 53727 ABBVIE INC 20711 52244 ACCENTURE PLC 20748 61211 AIR PRODS & CHEM INC 15453 30744 ALLIANT CORP 15615 16264 ALPHABET INC CL A 32070 61712 AMAZON COM 9455 37735 AMERIPRISE FINANCIAL INC 12027 56970 AMGEN INC 15362 14075 APPLE INC 25529 153507 APPLIED MATERIALS INC 30027 40170 ARM HOLDING PLS SPON ADS 13778 13693 AUTOMATIC DATA PROCESSING INC 28602 72304 AXON ENTERPRISE 3035 39819 BANK NEW YORK MELLON CORP COM 13195 20437 BROADCOM INC 3302 29676 CAMPBELL SOUP CO 11025 10093 CARDINAL HEALTH INC 10784 14429 CATERPILLAR INC 20379 31923 CHARLES SCHWAB CORP 7276 10435 CHEVRON CORP 7115 9559 CHURCH & DWIGHT 14506 30052 CME GROUP, INC 16823 17882 COMMUNICATION SVCS SLCT SCTR S 20654 30979 CROWDSTRIKE HOLDINGS, INC 6510 7185 CUMMINS INC 16414 21613 DOMINION ENERGY INC 12648 12388 ELI LILLY & CO 18938 18528 FEDEX CORPORATION 6993 12941 GALLAGHER ARTHUR J & CO 30482 32927 GOLDMAN SACHS GROUP 15008 21760 HOME DEPOT INC 14627 42789 ILLINOIS TOOL WORKS 14847 34231 INNOVATOR US EQUITY POWER BUFF 290720 383577 INTERNATIONAL BUSINESS MACHINE 10552 13849 INVESCO QQQ TRUST 110515 249480 INVESCO S&P 500 EQUAL WEIGHT E 66160 83585 ISHARES CORE MSCI EMERGING MAR 108768 85850 ISHARES MSCI USA QUALITY FACTO 178822 238805 ISHARES TRUST RUSSELL 1000 GRO 183356 408809 JP MORGAN CHASE 17740 50579 KIMBERLY CLARK CORP 12408 13366 KLA TENCOR CORP 7807 14493 LOWES COMPANIES INC 8506 10119 MASTERCARD INC 27444 31594 MCDONALD'S CORP 12185 15074 MERCADOLIBRE, INC 25961 23806 MERCK & CO INC 11315 14723 META PLATFORMS INC 36524 46255 METLIFE INC 15022 20716 MICROSOFT CORP 30921 77135 MSCI INC 33262 40201 NEXTERA ENERGY, INC 8806 9248 NORFOLK SOUTHERN CORP 7337 8449 NORTHROP GRUMMAN CORP 15908 20179 NOVARTIS AG ADR 14612 16153 NVIDIA CORP 6438 29410 ORACLE CORP 38451 52158 PALO ALTO NETWORKS INC 8882 50949 PEPSICO INC 12519 13077 PFIZER INC 19141 16422 PRUDENTIAL FINCL INC 15144 17424 QUALCOMM INC 26007 44857 RAYTHEON TECHNOLOGIES CORP 32791 42469 RESMED INC 13726 15322 ROCKWELL AUTOMATION INC 23857 26578 ROPER INDUSTRIES 24681 35870 SALESFORCE.COM 7038 14376 SELECT SECTOR SPDR ENERGY FUND 15811 15333 SOUTHERN CO 13314 17863 SPDR S&P MIDCAP 400 EFT TRUST 253532 391302 STRYKER CORPORATION 16273 50047 TE CONNECTIVITY LTD 12860 14297 TEXAS INSTRUMENTS INC 15258 15188 THE TRADE DESK INC 14312 24211 THERMO FISHER SCIENTIFIC INC 11715 11445 TJX COMPANIES INC 19258 19692 UNION PACIFIC 27626 29873 UNITEDHEALTH GROUP INC 14247 41986 US BANCORP 12672 12962 VENTAS INC 12619 12367 VERIZON COMMUNICATIONS 22226 15796 VISA INC 14297 33500 WAL-MART STORES INC 21426 45446 WASTE MANAGEMENT INC 15408 27443 XYLEM INC 6299 8702 ZOETIS INC 6866 9287 281062 276293 Administrative Fees 16177 16177 Bank Charges 4 4 State or Local Filing Fees 250 250 RETURNED GRANTS 480 Investment Management Services 25045 25045 990-PF Estimated Tax for 2024 2100 Foreign Tax Paid 114 114