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 1,385,867 10,138 SH   SOLE   10,138 0 0
ABBOTT LABS COM 002824100 BBG001S5N9M6 1,586,791 13,918 SH   SOLE   13,918 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2,735,564 13,852 SH   SOLE   13,852 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 366,795 708 SH   SOLE   708 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 377,548 2,301 SH   SOLE   2,301 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 395,378 4,175 SH   SOLE   4,175 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,904,579 17,513 SH   SOLE   17,513 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 473,482 2,832 SH   SOLE   2,832 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 1,036,980 20,317 SH   SOLE   20,317 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,678,059 14,373 SH   SOLE   14,373 0 0
AMDOCS LTD SHS G02602103 BBG001SBX7P3 510,883 5,840 SH   SOLE   5,840 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 389,059 3,792 SH   SOLE   3,792 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 2,071,426 7,638 SH   SOLE   7,638 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 2,064,149 6,406 SH   SOLE   6,406 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG001T53FW2 396,083 5,975 SH   SOLE   5,975 0 0
APPLE INC COM 037833100 BBG001S5N8V8 12,868,471 55,229 SH   SOLE   55,229 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 3,369,190 153,145 SH   SOLE   153,145 0 0
AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 882,980 3,920 SH   SOLE   3,920 0 0
BANK AMERICA CORP 7.25%CNV PFD L 060505682   271,151 213 SH   SOLE   213 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,926,777 48,558 SH   SOLE   48,558 0 0
BARRICK GOLD CORP COM 067901108 BBG001S5N9P3 344,554 17,323 SH   SOLE   17,323 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 466,315 1,934 SH   SOLE   1,934 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1,382,360 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 10,137,687 22,026 SH   SOLE   22,026 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 1,088,295 7,107 SH   SOLE   7,107 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,700,138 32,859 SH   SOLE   32,859 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 373,884 10,221 SH   SOLE   10,221 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,288,058 7,467 SH   SOLE   7,467 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 328,840 6,722 SH   SOLE   6,722 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 385,798 3,293 SH   SOLE   3,293 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 34,537,652 76,793 SH   SOLE   76,793 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 1,085,327 13,484 SH   SOLE   13,484 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 751,342 1,921 SH   SOLE   1,921 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2,706,915 18,381 SH   SOLE   18,381 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 246,573 855 SH   SOLE   855 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 2,300,315 43,223 SH   SOLE   43,223 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 955,339 15,261 SH   SOLE   15,261 0 0
CLOROX CO DEL COM 189054109 BBG001S5PX50 392,939 2,412 SH   SOLE   2,412 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 2,101,955 29,251 SH   SOLE   29,251 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 265,193 2,555 SH   SOLE   2,555 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 371,795 8,901 SH   SOLE   8,901 0 0
CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 482,207 14,828 SH   SOLE   14,828 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 424,700 4,034 SH   SOLE   4,034 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 1,441,576 13,844 SH   SOLE   13,844 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,269,558 1,432 SH   SOLE   1,432 0 0
CUMMINS INC COM 231021106 BBG001S5Q9M3 475,809 1,470 SH   SOLE   1,470 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2,754,143 43,800 SH   SOLE   43,800 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 546,587 1,966 SH   SOLE   1,966 0 0
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 360,265 2,195 SH   SOLE   2,195 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 945,252 2,265 SH   SOLE   2,265 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 809,845 8,419 SH   SOLE   8,419 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 858,903 14,862 SH   SOLE   14,862 0 0
DOVER CORP COM 260003108 BBG001S5QL46 338,805 1,767 SH   SOLE   1,767 0 0
DOW INC COM 260557103 BBG00BN96931 859,876 15,740 SH   SOLE   15,740 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,431,737 12,417 SH   SOLE   12,417 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 594,898 6,676 SH   SOLE   6,676 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 1,643,280 4,958 SH   SOLE   4,958 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,220,825 1,378 SH   SOLE   1,378 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 612,187 5,597 SH   SOLE   5,597 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 3,205,559 27,347 SH   SOLE   27,347 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 2,304,131 8,419 SH   SOLE   8,419 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 353,731 1,969 SH   SOLE   1,969 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 248,402 4,976 SH   SOLE   4,976 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 312,141 1,109 SH   SOLE   1,109 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 659,087 3,495 SH   SOLE   3,495 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 221,833 870 SH   SOLE   870 0 0
GENERAL MLS INC COM 370334104 BBG001S5RKR2 1,230,267 16,659 SH   SOLE   16,659 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 1,961,355 23,394 SH   SOLE   23,394 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2,322,561 4,691 SH   SOLE   4,691 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 511,368 12,509 SH   SOLE   12,509 0 0
GUIDEWIRE SOFTWARE INC NOTE 1.250% 3/1 40171VAA8   16,053 10,000 SH   SOLE   10,000 0 0
HALEON PLC SPON ADS 405552100 BBG018GZNDB0 115,068 10,876 SH   SOLE   10,876 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,046,111 5,050 SH   SOLE   5,050 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 991,210 4,795 SH   SOLE   4,795 0 0
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 502,283 1,917 SH   SOLE   1,917 0 0
INDEPENDENT BK CORP MASS COM 453836108 BBG001S5S8F1 1,410,251 23,850 SH   SOLE   23,850 0 0
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 200,541 2,043 SH   SOLE   2,043 0 0
INGREDION INC COM 457187102 BBG001SBH4X9 256,307 1,865 SH   SOLE   1,865 0 0
INTEL CORP COM 458140100 BBG001S5SF65 1,572,216 67,017 SH   SOLE   67,017 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3,097,445 14,011 SH   SOLE   14,011 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 2,827,887 15,784 SH   SOLE   15,784 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 600,814 1,231 SH   SOLE   1,231 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,453,586 2,520 SH   SOLE   2,520 0 0
ISHARES TR GLOBAL TECH ETF 464287291 BBG001S60KQ0 394,081 4,775 SH   SOLE   4,775 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 1,018,622 4,611 SH   SOLE   4,611 0 0
JETBLUE AWYS CORP COM 477143101 BBG001S9YPC1 204,154 31,121 SH   SOLE   31,121 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 6,432,580 39,693 SH   SOLE   39,693 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 7,533,082 35,726 SH   SOLE   35,726 0 0
KELLANOVA COM 487836108 BBG001S5SJL0 364,890 4,521 SH   SOLE   4,521 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 913,549 6,421 SH   SOLE   6,421 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 1,731,392 78,379 SH   SOLE   78,379 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 1,719,159 2,941 SH   SOLE   2,941 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 215,326 795 SH   SOLE   795 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 275,692 1,016 SH   SOLE   1,016 0 0
M & T BK CORP COM 55261F104 BBG001S7S2B4 389,548 2,187 SH   SOLE   2,187 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,408,811 2,853 SH   SOLE   2,853 0 0
MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 213,157 2,590 SH   SOLE   2,590 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 498,483 1,637 SH   SOLE   1,637 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 703,065 1,422 SH   SOLE   1,422 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 335,535 3,727 SH   SOLE   3,727 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 5,466,551 48,138 SH   SOLE   48,138 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 5,125,101 8,953 SH   SOLE   8,953 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 306,826 3,720 SH   SOLE   3,720 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 12,567,063 29,205 SH   SOLE   29,205 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 206,209 3,585 SH   SOLE   3,585 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 472,888 6,419 SH   SOLE   6,419 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 1,452,689 13,936 SH   SOLE   13,936 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 2,639,903 3,722 SH   SOLE   3,722 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 691,964 12,946 SH   SOLE   12,946 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 577,340 6,830 SH   SOLE   6,830 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 733,541 8,298 SH   SOLE   8,298 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 766,871 3,086 SH   SOLE   3,086 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 274,068 519 SH   SOLE   519 0 0
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 209,336 1,820 SH   SOLE   1,820 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,297,525 18,919 SH   SOLE   18,919 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 1,545,869 9,072 SH   SOLE   9,072 0 0
ORGANON & CO COMMON STOCK 68622V106 BBG00ZQRGW42 447,317 23,383 SH   SOLE   23,383 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 471,472 4,536 SH   SOLE   4,536 0 0
PARSONS CORP DEL NOTE 0.250% 8/1 70202LAB8   79,942 35,000 SH   SOLE   35,000 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 727,084 9,318 SH   SOLE   9,318 0 0
PEPSICO INC COM 713448108 BBG001S695T1 2,704,305 15,903 SH   SOLE   15,903 0 0
PFIZER INC COM 717081103 BBG001S5V466 4,699,212 162,378 SH   SOLE   162,378 0 0
PGIM ETF TR PGIM ULTRA SH BD 69344A107 BBG00KJQ1QS8 327,473 6,578 SH   SOLE   6,578 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 1,290,482 10,630 SH   SOLE   10,630 0 0
PHILLIPS 66 COM 718546104 BBG00286S4P7 445,616 3,390 SH   SOLE   3,390 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 1,303,868 14,718 SH   SOLE   14,718 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 630,339 3,410 SH   SOLE   3,410 0 0
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 373,198 3,426 SH   SOLE   3,426 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,456,609 25,731 SH   SOLE   25,731 0 0
PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 294,007 808 SH   SOLE   808 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 1,314,042 7,727 SH   SOLE   7,727 0 0
RADNET INC COM 750491102 BBG001S75DK5 277,560 4,000 SH   SOLE   4,000 0 0
REALTY INCOME CORP COM 756109104 BBG001S884K0 446,413 7,039 SH   SOLE   7,039 0 0
ROYAL BK CDA COM 780087102 BBG001S60869 358,100 2,871 SH   SOLE   2,871 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 1,845,937 15,236 SH   SOLE   15,236 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,108,326 4,081 SH   SOLE   4,081 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 1,477,827 22,408 SH   SOLE   22,408 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 200,965 1,189 SH   SOLE   1,189 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 893,233 9,905 SH   SOLE   9,905 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1,573,814 6,475 SH   SOLE   6,475 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,282,927 2,236 SH   SOLE   2,236 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 254,638 447 SH   SOLE   447 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 963,494 9,883 SH   SOLE   9,883 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 1,193,242 3,303 SH   SOLE   3,303 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 1,075,824 6,903 SH   SOLE   6,903 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 440,201 2,131 SH   SOLE   2,131 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 515,887 834 SH   SOLE   834 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,218,772 10,369 SH   SOLE   10,369 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1,027,802 2,644 SH   SOLE   2,644 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 892,615 13,741 SH   SOLE   13,741 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 1,174,231 4,764 SH   SOLE   4,764 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,650,472 12,106 SH   SOLE   12,106 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 475,592 10,400 SH   SOLE   10,400 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 263,077 1,507 SH   SOLE   1,507 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 384,513 1,941 SH   SOLE   1,941 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 263,944 4,998 SH   SOLE   4,998 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 4,550,831 101,332 SH   SOLE   101,332 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 129,103 11,120 SH   SOLE   11,120 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 3,647,472 13,266 SH   SOLE   13,266 0 0
VISHAY INTERTECHNOLOGY INC NOTE 2.250% 6/1 928298AP3   68,053 70,000 SH   SOLE   70,000 0 0
WALMART INC COM 931142103 BBG001S5XH92 953,819 11,812 SH   SOLE   11,812 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 191,243 23,181 SH   SOLE   23,181 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 229,606 1,106 SH   SOLE   1,106 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 1,117,263 19,778 SH   SOLE   19,778 0 0
WP CAREY INC COM 92936U109 BBG001S67MM3 2,006,702 32,210 SH   SOLE   32,210 0 0
XYLEM INC COM 98419M100 BBG001V05C73 217,128 1,608 SH   SOLE   1,608 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 272,265 3,904 SH   SOLE   3,904 0 0