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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $45.2M | 63 | 6.97% |
| 2 | VANGUARD CHARLOTTE FDS | $43.0M | 895635 | 6.63% |
| 3 | APPLE INC | $25.5M | 100630 | 3.93% |
| 4 | ALPHABET INC | $24.7M | 86077 | 3.80% |
| 5 | EMCOR GROUP INC | $22.4M | 30399 | 3.46% |
| 6 | RTX CORPORATION | $22.4M | 115885 | 3.44% |
| 7 | MICROSOFT CORP | $20.5M | 55491 | 3.16% |
| 8 | AMERICAN EXPRESS CO | $18.8M | 62092 | 2.89% |
| 9 | ISHARES GOLD TR | $18.1M | 205299 | 2.79% |
| 10 | TJX COS INC NEW | $16.9M | 105713 | 2.60% |
| 11 | AMERICAN CENTY ETF TR | $15.5M | 140111 | 2.38% |
| 12 | DEERE & CO | $13.7M | 24307 | 2.12% |
| 13 | AMGEN INC | $11.8M | 33465 | 1.81% |
| 14 | EATON CORP PLC | $10.5M | 29387 | 1.62% |
| 15 | JOHNSON & JOHNSON | $10.3M | 42147 | 1.59% |
| 16 | CHURCH & DWIGHT CO INC | $9.9M | 106622 | 1.53% |
| 17 | LITTELFUSE INC | $9.8M | 28975 | 1.51% |
| 18 | AMERICAN CENTY ETF TR | $9.7M | 119980 | 1.49% |
| 19 | CUMMINS INC | $9.6M | 17801 | 1.48% |
| 20 | NEXTERA ENERGY INC | $9.5M | 101969 | 1.46% |
| 21 | HUBBELL INC | $9.5M | 19285 | 1.46% |
| 22 | JPMORGAN CHASE & CO | $8.5M | 28983 | 1.31% |
| 23 | AUTOMATIC DATA PROCESSING IN | $8.2M | 39895 | 1.26% |
| 24 | CISCO SYS INC | $8.1M | 105022 | 1.26% |
| 25 | WALMART INC | $8.1M | 64778 | 1.24% |
| 26 | COLGATE PALMOLIVE CO | $7.9M | 93020 | 1.22% |
| 27 | DELL TECHNOLOGIES INC | $7.9M | 47895 | 1.21% |
| 28 | GALLAGHER ARTHUR J & CO | $7.4M | 34294 | 1.14% |
| 29 | VISA INC | $7.4M | 24391 | 1.14% |
| 30 | DANAHER CORP DEL | $7.3M | 38561 | 1.13% |
| 31 | WILLIAMS SONOMA INC | $7.0M | 38136 | 1.07% |
| 32 | NVIDIA CORPORATION | $6.8M | 38761 | 1.04% |
| 33 | INTERNATIONAL BUSINESS MACHS | $6.5M | 26847 | 1.00% |
| 34 | SALESFORCE INC | $6.2M | 33471 | 0.96% |
| 35 | VERIZON COMMUNICATIONS INC | $6.2M | 123764 | 0.96% |
| 36 | MAIN STR CAP CORP | $6.0M | 113635 | 0.93% |
| 37 | EAGLE MATLS INC | $5.8M | 30647 | 0.90% |
| 38 | ROPER TECHNOLOGIES INC | $5.7M | 16086 | 0.88% |
| 39 | MCGRATH RENTCORP | $5.6M | 50857 | 0.86% |
| 40 | WASTE MGMT INC DEL | $5.6M | 24210 | 0.86% |
| 41 | ESSENTIAL UTILS INC | $5.3M | 132090 | 0.82% |
| 42 | ACCENTURE PLC IRELAND | $5.3M | 26532 | 0.81% |
| 43 | UNILEVER PLC | $5.2M | 90755 | 0.80% |
| 44 | RELX PLC | $5.2M | 156567 | 0.80% |
| 45 | PFIZER INC | $4.7M | 168670 | 0.73% |
| 46 | WATSCO INC | $4.7M | 12951 | 0.73% |
| 47 | BECTON DICKINSON & CO | $4.7M | 29753 | 0.72% |
| 48 | STATE STR SPDR S&P 500 ETF T | $4.6M | 7109 | 0.71% |
| 49 | ELI LILLY & CO | $4.5M | 4945 | 0.70% |
| 50 | BROOKFIELD INFRASTRUCTURE CO | $4.5M | 113359 | 0.69% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.