The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 BBG001S5T7X2 6,030,390 46,715 SH   SOLE   46,715 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,983,664 11,163 SH   SOLE   11,163 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8,705,746 45,989 SH   SOLE   45,989 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 644,259 3,383 SH   SOLE   3,383 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 13,201,135 60,172 SH   SOLE   60,172 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 1,673,044 13,439 SH   SOLE   13,439 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 1,150,043 16,559 SH   SOLE   16,559 0 0
APPLE INC COM 037833100 BBG001S5N8V8 12,784,034 51,050 SH   SOLE   51,050 0 0
ARK ETF TR NEXT GNRTN INTER 00214Q401 BBG0077Q7LG8 1,728,976 16,012 SH   SOLE   16,012 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 215,938 1,018 SH   SOLE   1,018 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 6,385,582 14,088 SH   SOLE   14,088 0 0
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 1,627,064 33,321 SH   SOLE   33,321 0 0
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 2,668,361 2,603 SH   SOLE   2,603 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 3,284,245 14,166 SH   SOLE   14,166 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 1,777,643 17,512 SH   SOLE   17,512 0 0
CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 6,572,597 36,858 SH   SOLE   36,858 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,778,201 12,277 SH   SOLE   12,277 0 0
CION INVT CORP COM 17259U204 BBG009KJ66C3 2,347,729 205,941 SH   SOLE   205,941 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 2,157,459 9,644 SH   SOLE   9,644 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 1,972,915 34,637 SH   SOLE   34,637 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2,631,246 2,872 SH   SOLE   2,872 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 2,344,746 6,726 SH   SOLE   6,726 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 2,520,947 7,596 SH   SOLE   7,596 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 2,507,224 10,700 SH   SOLE   10,700 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 7,657,256 9,919 SH   SOLE   9,919 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 811,011 74,610 SH   SOLE   74,610 0 0
EQUINIX INC COM 29444U700 BBG001SKBNS9 632,794 671 SH   SOLE   671 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 5,733,894 53,304 SH   SOLE   53,304 0 0
FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 2,404,762 5,007 SH   SOLE   5,007 0 0
FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 BBG013173BC4 14,510,175 1,157,111 SH   SOLE   1,157,111 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 4,165,759 109,395 SH   SOLE   109,395 0 0
FS KKR CAP CORP COM 302635206 BBG001YCZQ07 23,251,732 1,070,522 SH   SOLE   1,070,522 0 0
GARMIN LTD SHS H2906T109 BBG001SG0H12 2,997,989 14,535 SH   SOLE   14,535 0 0
GLOBAL X FDS GLBL X MLP ETF 37954Y343 BBG002WKD6P0 1,911,440 38,685 SH   SOLE   38,685 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 BBG0044K5DN3 615,461 22,939 SH   SOLE   22,939 0 0
HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 528,361 65,230 SH   SOLE   65,230 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 2,226,510 8,781 SH   SOLE   8,781 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 751,517 3,571 SH   SOLE   3,571 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 8,333,632 47,558 SH   SOLE   47,558 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6QS5 15,581,050 293,705 SH   SOLE   293,705 0 0
ISHARES ETHEREUM TR SHS 46438R105 BBG01NXX8HZ5 338,532 13,386 SH   SOLE   13,386 0 0
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 9,711,523 123,478 SH   SOLE   123,478 0 0
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 6,231,606 58,327 SH   SOLE   58,327 0 0
ISHARES TR RUSEL 2500 ETF 46435G268 BBG00H31MJN5 1,084,484 15,948 SH   SOLE   15,948 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 2,531,302 10,560 SH   SOLE   10,560 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 1,864,270 14,227 SH   SOLE   14,227 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 2,453,427 89,541 SH   SOLE   89,541 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 1,864,973 8,869 SH   SOLE   8,869 0 0
LOUISIANA PAC CORP COM 546347105 BBG001S5SW04 6,154,203 59,432 SH   SOLE   59,432 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 2,373,722 9,618 SH   SOLE   9,618 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 366,731 959 SH   SOLE   959 0 0
MANITOWOC CO INC COM NEW 563571405 BBG001S7C7S2 356,444 39,041 SH   SOLE   39,041 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 3,357,410 6,376 SH   SOLE   6,376 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 2,067,670 7,133 SH   SOLE   7,133 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 1,830,855 18,404 SH   SOLE   18,404 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 541,011 924 SH   SOLE   924 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 13,375,172 31,732 SH   SOLE   31,732 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 46,400,310 160,211 SH   SOLE   160,211 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 1,668,332 44,824 SH   SOLE   44,824 0 0
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 2,149,726 24,991 SH   SOLE   24,991 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 19,449,692 144,834 SH   SOLE   144,834 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 647,447 546 SH   SOLE   546 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 2,463,193 32,569 SH   SOLE   32,569 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 3,116,547 4,900 SH   SOLE   4,900 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 2,056,544 14,667 SH   SOLE   14,667 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 1,930,105 16,037 SH   SOLE   16,037 0 0
PLUG POWER INC COM NEW 72919P202 BBG001S6GJB2 21,300 10,000 SH   SOLE   10,000 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 455,839 1,337 SH   SOLE   1,337 0 0
POWELL INDS INC COM 739128106 BBG001S5VBT5 307,650 1,388 SH   SOLE   1,388 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2,023,197 12,068 SH   SOLE   12,068 0 0
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 269,535 2,550 SH   SOLE   2,550 0 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 6,643,134 21,019 SH   SOLE   21,019 0 0
RBB FD INC US TREAS 3 MNTH 74933W452 BBG01922X1R4 1,022,728 20,512 SH   SOLE   20,512 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 566,280 1,981 SH   SOLE   1,981 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 2,132,945 4,103 SH   SOLE   4,103 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 2,450,140 21,173 SH   SOLE   21,173 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 2,313,224 6,805 SH   SOLE   6,805 0 0
SOLVENTUM CORP COM SHS 83444M101 BBG018YZH6V0 3,031,692 45,893 SH   SOLE   45,893 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 404,289 690 SH   SOLE   690 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 1,624,640 23,566 SH   SOLE   23,566 0 0
STERIS PLC SHS USD G8473T100 BBG00MRHG532 2,008,527 9,771 SH   SOLE   9,771 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 295,098 2,183 SH   SOLE   2,183 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 13,594,466 33,663 SH   SOLE   33,663 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 354,819 2,937 SH   SOLE   2,937 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 847,917 669 SH   SOLE   669 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 9,642,555 19,062 SH   SOLE   19,062 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1,905,252 47,643 SH   SOLE   47,643 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 6,594,022 20,865 SH   SOLE   20,865 0 0
WABTEC COM 929740108 BBG001S5XBT3 886,907 4,678 SH   SOLE   4,678 0 0
WALMART INC COM 931142103 BBG001S5XH92 2,713,885 30,037 SH   SOLE   30,037 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 1,694,218 60,185 SH   SOLE   60,185 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 2,234,180 33,089 SH   SOLE   33,089 0 0