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   1,289,628 9,434 SH   SOLE   9,434 0 0
ABBOTT LABS COM 002824100   11,624,451 101,960 SH   SOLE   101,960 0 0
ABBVIE INC COM 00287Y109   13,679,440 69,270 SH   SOLE   69,270 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,066,803 3,018 SH   SOLE   3,018 0 0
ADOBE INC COM 00724F101   29,632,032 57,229 SH   SOLE   53,257 0 3,972
AFLAC INC COM 001055102   268,320 2,400 SH   SOLE   2,400 0 0
ALLIANT ENERGY CORP COM 018802108   32,553,024 536,382 SH   SOLE   497,885 0 38,497
ALPHABET INC CAP STK CL A 02079K305   36,205,387 218,302 SH   SOLE   208,040 0 10,262
ALPHABET INC CAP STK CL C 02079K107   3,809,855 22,788 SH   SOLE   22,528 0 260
AMAZON COM INC COM 023135106   888,235 4,767 SH   SOLE   4,767 0 0
AMERICAN ELEC PWR CO INC COM 025537101   243,983 2,378 SH   SOLE   2,378 0 0
AMERICAN EXPRESS CO COM 025816109   853,738 3,148 SH   SOLE   3,148 0 0
APPLE INC COM 037833100   11,763,057 50,485 SH   SOLE   38,638 0 11,847
APPLIED MATLS INC COM 038222105   444,510 2,200 SH   SOLE   2,200 0 0
ARISTA NETWORKS INC COM 040413106   527,753 1,375 SH   SOLE   1,375 0 0
AUTOZONE INC COM 053332102   220,503 70 SH   SOLE   70 0 0
BANK AMERICA CORP COM 060505104   8,886,931 223,965 SH   SOLE   223,965 0 0
BECTON DICKINSON & CO COM 075887109   309,148 1,282 SH   SOLE   1,282 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   17,874,657 38,836 SH   SOLE   35,190 0 3,646
BLACKSTONE INC COM 09260D107   345,614 2,257 SH   SOLE   2,257 0 0
BROADCOM INC COM 11135F101   57,341,429 332,414 SH   SOLE   303,903 0 28,511
CANADIAN NATL RY CO COM 136375102   255,738 2,183 SH   SOLE   2,183 0 0
CARLISLE COS INC COM 142339100   3,316,925 7,375 SH   SOLE   7,375 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   249,212 3,096 SH   SOLE   3,096 0 0
SCHWAB CHARLES CORP COM 808513105   23,461,609 362,006 SH   SOLE   342,766 0 19,240
CHUBB LIMITED COM H1467J104   25,905,497 89,828 SH   SOLE   84,650 0 5,178
CISCO SYS INC COM 17275R102   733,904 13,790 SH   SOLE   13,790 0 0
CME GROUP INC COM 12572Q105   27,196,657 123,257 SH   SOLE   117,737 0 5,520
COCA COLA CO COM 191216100   1,145,592 15,942 SH   SOLE   15,942 0 0
COLGATE PALMOLIVE CO COM 194162103   1,676,739 16,152 SH   SOLE   8,153 0 7,999
CONOCOPHILLIPS COM 20825C104   291,520 2,769 SH   SOLE   2,769 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   531,858 2,654 SH   SOLE   2,654 0 0
CORTEVA INC COM 22052L104   273,961 4,660 SH   SOLE   1,894 0 2,766
DANAHER CORPORATION COM 235851102   222,972 802 SH   SOLE   802 0 0
DEERE & CO COM 244199105   959,859 2,300 SH   SOLE   2,300 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   360,424 10,511 SH   SOLE   10,511 0 0
DOMINION ENERGY INC COM 25746U109   564,666 9,771 SH   SOLE   9,771 0 0
DONALDSON INC COM 257651109   25,344,177 343,883 SH   SOLE   318,401 0 25,482
DOVER CORP COM 260003108   1,083,139 5,649 SH   SOLE   5,649 0 0
DOW INC COM 260557103   235,237 4,306 SH   SOLE   1,250 0 3,056
DUPONT DE NEMOURS INC COM 26614N102   347,370 3,898 SH   SOLE   667 0 3,231
EBAY INC. COM 278642103   505,644 7,766 SH   SOLE   7,766 0 0
ECOLAB INC COM 278865100   4,663,858 18,266 SH   SOLE   18,266 0 0
EMERSON ELEC CO COM 291011104   1,035,953 9,472 SH   SOLE   9,472 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   533,645 18,332 SH   SOLE   18,332 0 0
EQUIFAX INC COM 294429105   808,997 2,753 SH   SOLE   2,753 0 0
EVGO INC CL A COM 30052F100   59,053 14,264 SH   SOLE   14,264 0 0
EXXON MOBIL CORP COM 30231G102   298,090 2,543 SH   SOLE   2,543 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   290,728 6,415 SH   SOLE   6,415 0 0
FIRST FINL BANCORP OH COM 320209109   210,191 8,331 SH   SOLE   8,331 0 0
FIRST SOLAR INC COM 336433107   699,929 2,806 SH   SOLE   1,006 0 1,800
FLEX LTD ORD Y2573F102   973,381 29,117 SH   SOLE   29,117 0 0
GENTHERM INC COM 37253A103   291,962 6,272 SH   SOLE   6,272 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101   12,625,499 72,552 SH   SOLE   65,955 0 6,597
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   559,432 3,632 SH   SOLE   3,632 0 0
HOLOGIC INC COM 436440101   15,899,852 195,186 SH   SOLE   174,151 0 21,035
HOME DEPOT INC COM 437076102   18,215,941 44,955 SH   SOLE   44,955 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   13,422,837 50,771 SH   SOLE   50,771 0 0
IDEXX LABS INC COM 45168D104   808,352 1,600 SH   SOLE   1,600 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,464,185 5,587 SH   SOLE   5,587 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   334,820 2,472 SH   SOLE   2,472 0 0
INTUIT COM 461202103   362,664 584 SH   SOLE   584 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   332,376 681 SH   SOLE   681 0 0
IRON MTN INC DEL COM 46284V101   2,341,189 19,702 SH   SOLE   19,702 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   14,082,469 139,818 SH   SOLE   138,107 0 1,711
ISHARES TR CALIF MUN BD ETF 464288356   398,054 6,850 SH   SOLE   6,110 0 740
ISHARES TR CORE S&P500 ETF 464287200   696,314 1,207 SH   SOLE   1,207 0 0
ISHARES TR CORE S&P MCP ETF 464287507   771,833 12,385 SH   SOLE   12,382 0 3
ISHARES TR MSCI USA QLT FCT 46432F339   1,126,230 6,281 SH   SOLE   6,279 0 2
ISHARES TR MBS ETF 464288588   20,899,227 218,132 SH   SOLE   215,169 0 2,963
ISHARES TR MSCI INTL QUALTY 46434V456   330,966 7,977 SH   SOLE   7,971 0 6
ISHARES TR NEW YORK MUN ETF 464288323   2,645,219 48,688 SH   SOLE   48,688 0 0
ISHARES TR RUS 1000 ETF 464287622   276,978 881 SH   SOLE   881 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   225,228 600 SH   SOLE   600 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   18,430,018 173,557 SH   SOLE   171,829 0 1,728
JOHNSON & JOHNSON COM 478160104   6,175,855 38,108 SH   SOLE   38,108 0 0
JPMORGAN CHASE & CO. COM 46625H100   14,581,525 69,153 SH   SOLE   69,153 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   24,648,136 155,088 SH   SOLE   147,281 0 7,807
ELI LILLY & CO COM 532457108   1,146,406 1,294 SH   SOLE   1,294 0 0
LOCKHEED MARTIN CORP COM 539830109   748,821 1,281 SH   SOLE   1,281 0 0
LOWES COS INC COM 548661107   4,278,617 15,797 SH   SOLE   15,797 0 0
MARATHON PETE CORP COM 56585A102   1,365,675 8,383 SH   SOLE   8,383 0 0
MASTERCARD INCORPORATED CL A 57636Q104   16,322,771 33,055 SH   SOLE   33,055 0 0
MCDONALDS CORP COM 580135101   968,342 3,180 SH   SOLE   3,180 0 0
MERCK & CO INC COM 58933Y105   942,856 8,303 SH   SOLE   8,303 0 0
META PLATFORMS INC CL A 30303M102   46,206,784 80,719 SH   SOLE   73,761 0 6,958
MICROSOFT CORP COM 594918104   52,791,655 122,686 SH   SOLE   114,442 0 8,244
MUELLER INDS INC COM 624756102   200,959 2,712 SH   SOLE   2,712 0 0
NATIONAL BANKSHARES INC VA COM 634865109   210,945 7,055 SH   SOLE   7,055 0 0
NIKE INC CL B 654106103   328,406 3,715 SH   SOLE   3,715 0 0
NORFOLK SOUTHN CORP COM 655844108   26,025,902 104,732 SH   SOLE   99,904 0 4,828
NOVA LTD COM M7516K103   617,936 2,966 SH   SOLE   2,966 0 0
NOVO-NORDISK A S ADR 670100205   451,178 3,789 SH   SOLE   3,789 0 0
ONEOK INC NEW COM 682680103   218,803 2,401 SH   SOLE   2,401 0 0
ORACLE CORP COM 68389X105   584,472 3,430 SH   SOLE   3,430 0 0
ORANGE CNTY BANCORP INC COM 68417L107   856,544 14,200 SH   SOLE   14,200 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   40,576,626 35,235 SH   SOLE   32,673 0 2,562
PEPSICO INC COM 713448108   714,394 4,201 SH   SOLE   4,201 0 0
PFIZER INC COM 717081103   357,854 12,365 SH   SOLE   12,365 0 0
PROCTER AND GAMBLE CO COM 742718109   2,125,684 12,273 SH   SOLE   12,273 0 0
PUBLIC STORAGE OPER CO COM 74460D109   28,138,431 77,331 SH   SOLE   71,791 0 5,540
RELX PLC SPONSORED ADR 759530108   15,025,883 316,601 SH   SOLE   292,546 0 24,055
ROPER TECHNOLOGIES INC COM 776696106   3,763,760 6,764 SH   SOLE   6,764 0 0
RTX CORPORATION COM 75513E101   14,457,967 119,330 SH   SOLE   119,330 0 0
SANOFI SPONSORED ADR 80105N105   321,057 5,571 SH   SOLE   5,571 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   3,165,173 37,444 SH   SOLE   37,444 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   13,522,751 252,149 SH   SOLE   249,521 0 2,628
SEMPRA COM 816851109   11,995,218 143,432 SH   SOLE   143,432 0 0
SOUTHERN CO COM 842587107   16,637,570 184,493 SH   SOLE   166,350 0 18,143
SPDR SER TR PORTFOLIO S&P500 78464A854   1,090,759 16,157 SH   SOLE   16,152 0 5
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   630,367 6,866 SH   SOLE   6,866 0 0
SPDR SER TR PORTFOLIO INTRMD 78464A375   33,643,018 998,013 SH   SOLE   985,496 0 12,517
SPDR SER TR PORTFOLIO SH TSR 78468R101   498,794 16,960 SH   SOLE   16,960 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   389,009 678 SH   SOLE   678 0 0
STANLEY BLACK & DECKER INC COM 854502101   474,220 4,306 SH   SOLE   4,306 0 0
STRYKER CORPORATION COM 863667101   31,564,370 87,373 SH   SOLE   84,936 0 2,437
PRICE T ROWE GROUP INC COM 74144T108   1,048,560 9,626 SH   SOLE   9,626 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   736,881 3,264 SH   SOLE   3,264 0 0
TESLA INC COM 88160R101   710,587 2,716 SH   SOLE   2,716 0 0
TETRA TECH INC NEW COM 88162G103   212,220 4,500 SH   SOLE   4,500 0 0
TEXAS INSTRS INC COM 882508104   1,039,667 5,033 SH   SOLE   5,033 0 0
TRAVELERS COMPANIES INC COM 89417E109   302,249 1,291 SH   SOLE   1,291 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   882,081 1,426 SH   SOLE   1,426 0 0
THOR INDS INC COM 885160101   12,073,504 109,869 SH   SOLE   96,615 0 13,254
TJX COS INC NEW COM 872540109   770,945 6,559 SH   SOLE   6,559 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   9,193,449 145,328 SH   SOLE   138,853 0 6,475
TRACTOR SUPPLY CO COM 892356106   16,454,710 56,559 SH   SOLE   56,559 0 0
UFP TECHNOLOGIES INC COM 902673102   654,619 2,067 SH   SOLE   2,067 0 0
ULTA BEAUTY INC COM 90384S303   23,870,566 61,345 SH   SOLE   57,221 0 4,124
UNION PAC CORP COM 907818108   1,284,407 5,211 SH   SOLE   2,095 0 3,116
UNITEDHEALTH GROUP INC COM 91324P102   39,880,438 68,209 SH   SOLE   63,530 0 4,679
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   436,779 6,933 SH   SOLE   6,933 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   584,655 8,223 SH   SOLE   8,223 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   11,711,198 237,501 SH   SOLE   234,487 0 3,014
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   50,191,375 850,413 SH   SOLE   841,258 0 9,155
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   16,318,782 319,225 SH   SOLE   317,283 0 1,942
VANGUARD INDEX FDS TOTAL STK MKT 922908769   627,766 2,217 SH   SOLE   2,217 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   29,237,163 651,017 SH   SOLE   616,314 0 34,703
VIRTU FINL INC CL A 928254101   229,668 7,540 SH   SOLE   7,540 0 0
VISA INC COM CL A 92826C839   20,518,144 74,625 SH   SOLE   68,504 0 6,121
WALGREENS BOOTS ALLIANCE INC COM 931427108   414,848 46,300 SH   SOLE   46,300 0 0
WALMART INC COM 931142103   761,634 9,432 SH   SOLE   9,432 0 0
BERKLEY W R CORP COM 084423102   382,587 6,744 SH   SOLE   6,744 0 0