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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 1,652 | 12,766 | SH | | SOLE | NONE | 12,766 | 0 | 0 |
ABBOTT LABORATORIES | COM | 002824100 | 3,271 | 30,104 | SH | | SOLE | NONE | 28,892 | 0 | 1,212 |
ABBVIE INC | COM | 00287Y109 | 4,363 | 28,490 | SH | | SOLE | NONE | 28,211 | 0 | 279 |
ACCENTURE LTD | SHS CLASS A | G1151C101 | 8,091 | 29,140 | SH | | SOLE | NONE | 28,185 | 0 | 955 |
ADOBE SYSTEMS | COM | 00724F101 | 3,528 | 9,639 | SH | | SOLE | NONE | 9,289 | 0 | 350 |
AIR PRODUCTS & CHEMICALS | COM | 009158106 | 2,064 | 8,583 | SH | | SOLE | NONE | 8,583 | 0 | 0 |
ALCON INC | ORD SHS | H01301128 | 1,658 | 23,727 | SH | | SOLE | NONE | 23,727 | 0 | 0 |
ALLEGION PLC | ORD SHS | G0176J109 | 1,371 | 14,008 | SH | | SOLE | NONE | 14,008 | 0 | 0 |
ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 61,207 | 28,086 | SH | | SOLE | NONE | 26,847 | 0 | 1,239 |
ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 31,237 | 14,280 | SH | | SOLE | NONE | 13,903 | 0 | 377 |
ALTRIA GROUP INC | COM | 02209S103 | 226 | 5,400 | SH | | SOLE | NONE | 5,400 | 0 | 0 |
AMAZON.COM INC | COM | 023135106 | 63,203 | 595,075 | SH | | SOLE | NONE | 571,555 | 0 | 23,520 |
AMERESCO INC CL A | CL A | 02361E108 | 207 | 4,550 | SH | | SOLE | NONE | 4,550 | 0 | 0 |
AMERICAN EXPRESS CO | COM | 025816109 | 774 | 5,584 | SH | | SOLE | NONE | 5,584 | 0 | 0 |
AMGEN INC | COM | 031162100 | 514 | 2,113 | SH | | SOLE | NONE | 2,113 | 0 | 0 |
AMPHENOL CORP - CL A | CL A | 032095101 | 8,986 | 139,575 | SH | | SOLE | NONE | 123,875 | 0 | 15,700 |
APPLE INC | COM | 037833100 | 53,941 | 394,534 | SH | | SOLE | NONE | 377,749 | 0 | 16,785 |
ARCH CAPITAL GROUP LTD ORD | ORD | G0450A105 | 418 | 9,195 | SH | | SOLE | NONE | 5,400 | 0 | 3,795 |
AT&T INC | COM | 00206R102 | 579 | 27,610 | SH | | SOLE | NONE | 27,610 | 0 | 0 |
AUTOMATIC DATA PROCESSING | COM | 053015103 | 6,476 | 30,832 | SH | | SOLE | NONE | 29,397 | 0 | 1,435 |
AVERY DENNISON CORP | COM | 053611109 | 370 | 2,283 | SH | | SOLE | NONE | 2,283 | 0 | 0 |
BANK OF AMERICA CORP | COM | 060505104 | 38,762 | 1,245,155 | SH | | SOLE | NONE | 1,166,155 | 0 | 79,000 |
BECTON DICKINSON | COM | 075887109 | 744 | 3,018 | SH | | SOLE | NONE | 3,018 | 0 | 0 |
BERKSHIRE HATHAWAY CL B | CL B NEW | 084670702 | 72,168 | 264,333 | SH | | SOLE | NONE | 254,008 | 0 | 10,325 |
BOOKING HOLDINGS INC | COM | 09857L108 | 544 | 311 | SH | | SOLE | NONE | 311 | 0 | 0 |
BOSTON PROPERTIES INC | COM | 101121101 | 6,487 | 72,900 | SH | | SOLE | NONE | 72,900 | 0 | 0 |
BRISTOL MYERS SQUIBB | COM | 110122108 | 1,481 | 19,230 | SH | | SOLE | NONE | 19,230 | 0 | 0 |
BROADCOM INC | COM | 11135F101 | 2,045 | 4,210 | SH | | SOLE | NONE | 4,210 | 0 | 0 |
CARLISLE COS INC | COM | 142339100 | 1,817 | 7,614 | SH | | SOLE | NONE | 7,614 | 0 | 0 |
CARRIER GLOBAL CORP | COM | 14448C104 | 1,087 | 30,479 | SH | | SOLE | NONE | 30,479 | 0 | 0 |
CATERPILLAR INC | COM | 149123101 | 753 | 4,214 | SH | | SOLE | NONE | 4,214 | 0 | 0 |
CDK GLOBAL INC | COM | 12508E101 | 18,581 | 339,251 | SH | | SOLE | NONE | 305,246 | 0 | 34,005 |
CHEVRON CORP | COM | 166764100 | 2,323 | 16,045 | SH | | SOLE | NONE | 16,045 | 0 | 0 |
COCA-COLA CO | COM | 191216100 | 7,666 | 121,859 | SH | | SOLE | NONE | 119,859 | 0 | 2,000 |
COLGATE PALMOLIVE | COM | 194162103 | 9,915 | 123,720 | SH | | SOLE | NONE | 120,595 | 0 | 3,125 |
COMCAST CL A | CL A | 20030N101 | 4,196 | 106,935 | SH | | SOLE | NONE | 106,935 | 0 | 0 |
CONSTELLATION BRANDS CL A | CL A | 21036P108 | 34,278 | 147,078 | SH | | SOLE | NONE | 137,458 | 0 | 9,620 |
COSTCO WHOLESALE | COM | 22160K105 | 28,062 | 58,551 | SH | | SOLE | NONE | 58,116 | 0 | 435 |
CROWN CASTLE INTERNATIONAL COR | COM | 22822V101 | 269 | 1,600 | SH | | SOLE | NONE | 1,600 | 0 | 0 |
CVS HEALTH CORP | COM | 126650100 | 56,574 | 610,553 | SH | | SOLE | NONE | 579,015 | 0 | 31,538 |
DANAHER CORP DEL COM | COM | 235851102 | 704 | 2,777 | SH | | SOLE | NONE | 2,777 | 0 | 0 |
DEERE & CO | COM | 244199105 | 1,207 | 4,030 | SH | | SOLE | NONE | 3,830 | 0 | 200 |
DIAGEO P L C SPON ADR NEW | SPON ADR NEW | 25243Q205 | 218 | 1,250 | SH | | SOLE | NONE | 1,250 | 0 | 0 |
DOMINION ENERGY INC | COM | 25746U109 | 1,625 | 20,355 | SH | | SOLE | NONE | 20,355 | 0 | 0 |
DOVER CORP | COM | 260003108 | 866 | 7,140 | SH | | SOLE | NONE | 7,140 | 0 | 0 |
DUKE ENERGY CORP | COM NEW | 26441C204 | 846 | 7,888 | SH | | SOLE | NONE | 7,888 | 0 | 0 |
EASTERN BANKSHARES INC | COM | 27627N105 | 33,168 | 1,796,761 | SH | | SOLE | NONE | 1,702,861 | 0 | 93,900 |
ECOLAB INC | COM | 278865100 | 42,616 | 277,159 | SH | | SOLE | NONE | 265,689 | 0 | 11,470 |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 36,690 | 385,845 | SH | | SOLE | NONE | 381,810 | 0 | 4,035 |
EMERSON ELEC CO | COM | 291011104 | 2,604 | 32,740 | SH | | SOLE | NONE | 32,340 | 0 | 400 |
ENERGY SELECT SECTOR SPDR FUND | ENERGY | 81369Y506 | 1,922 | 26,875 | SH | | SOLE | NONE | 26,875 | 0 | 0 |
ESSENTIAL UTILITIES INC | COM | 29670G102 | 362 | 7,893 | SH | | SOLE | NONE | 7,893 | 0 | 0 |
EXXON MOBIL CORP | COM | 30231G102 | 6,535 | 76,311 | SH | | SOLE | NONE | 76,111 | 0 | 200 |
FACTSET RESEARCH SYSTEMS INC C | COM | 303075105 | 389 | 1,012 | SH | | SOLE | NONE | 1,012 | 0 | 0 |
FEDEX CORP | COM | 31428X106 | 548 | 2,419 | SH | | SOLE | NONE | 2,419 | 0 | 0 |
FIRST TRUST GLOBAL TACTICAL CO | FST TR GLB FD | 33739H101 | 348 | 13,000 | SH | | SOLE | NONE | 13,000 | 0 | 0 |
FISERV INC | COM | 337738108 | 54,451 | 612,013 | SH | | SOLE | NONE | 587,293 | 0 | 24,720 |
GENERAL ELECTRIC | COM NEW | 369604301 | 453 | 7,121 | SH | | SOLE | NONE | 7,044 | 0 | 77 |
GENERAL MILLS INC | COM | 370334104 | 263 | 3,480 | SH | | SOLE | NONE | 2,860 | 0 | 620 |
GENTEX CORP | COM | 371901109 | 45,727 | 1,634,848 | SH | | SOLE | NONE | 1,562,378 | 0 | 72,470 |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 453 | 1,525 | SH | | SOLE | NONE | 1,525 | 0 | 0 |
GRAINGER (W.W.) INC | COM | 384802104 | 11,800 | 25,967 | SH | | SOLE | NONE | 25,302 | 0 | 665 |
HOME DEPOT INC | COM | 437076102 | 3,931 | 14,334 | SH | | SOLE | NONE | 14,160 | 0 | 174 |
HP INC | COM | 40434L105 | 333 | 10,158 | SH | | SOLE | NONE | 10,158 | 0 | 0 |
IBM CORP | COM | 459200101 | 44,483 | 315,061 | SH | | SOLE | NONE | 296,691 | 0 | 18,370 |
IDEXX LABS CORP | COM | 45168D104 | 673 | 1,920 | SH | | SOLE | NONE | 1,920 | 0 | 0 |
ILLINOIS TOOL WORKS | COM | 452308109 | 1,689 | 9,265 | SH | | SOLE | NONE | 9,265 | 0 | 0 |
INGERSOLL-RAND INC | COM | 45687V106 | 1,351 | 32,100 | SH | | SOLE | NONE | 32,100 | 0 | 0 |
INTEL CORP | COM | 458140100 | 21,333 | 570,237 | SH | | SOLE | NONE | 527,087 | 0 | 43,150 |
ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 464287200 | 15,722 | 41,467 | SH | | SOLE | NONE | 41,397 | 0 | 70 |
ISHARES CORE S&P MID-CAP ETF | CORE S&P MCP ETF | 464287507 | 3,793 | 16,768 | SH | | SOLE | NONE | 16,743 | 0 | 25 |
ISHARES CORE S&P SMALL-CAP ETF | CORE S&P SCP ETF | 464287804 | 11,789 | 127,572 | SH | | SOLE | NONE | 127,557 | 0 | 15 |
ISHARES TR RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 | 2,205 | 13,018 | SH | | SOLE | NONE | 13,018 | 0 | 0 |
ISHARES TR RUSSELL MIDCAP ETF | RUS MID CAP ETF | 464287499 | 708 | 10,946 | SH | | SOLE | NONE | 10,946 | 0 | 0 |
J P MORGAN CHASE & CO | COM | 46625H100 | 13,443 | 119,376 | SH | | SOLE | NONE | 116,971 | 0 | 2,405 |
JOHNSON & JOHNSON | COM | 478160104 | 38,758 | 218,344 | SH | | SOLE | NONE | 212,184 | 0 | 6,160 |
LABORATORY CORP OF AMER HLDGS | COM NEW | 50540R409 | 14,801 | 63,154 | SH | | SOLE | NONE | 57,054 | 0 | 6,100 |
LINDE PUBLIC LIMITED CO | SHS | G5494J103 | 1,615 | 5,617 | SH | | SOLE | NONE | 5,217 | 0 | 400 |
MARRIOTT INTL INC | CL A | 571903202 | 577 | 4,239 | SH | | SOLE | NONE | 4,239 | 0 | 0 |
MARSH & MCLENNAN | COM | 571748102 | 73,758 | 475,094 | SH | | SOLE | NONE | 452,354 | 0 | 22,740 |
MASCO CORP | COM | 574599106 | 24,653 | 487,220 | SH | | SOLE | NONE | 451,670 | 0 | 35,550 |
MASTERCARD INC CL A | CL A | 57636Q104 | 27,422 | 86,923 | SH | | SOLE | NONE | 81,413 | 0 | 5,510 |
MATERIALS SELECT SECTOR SPDR | SBI MATERIALS | 81369Y100 | 1,075 | 14,600 | SH | | SOLE | NONE | 14,600 | 0 | 0 |
MC CORMICK & CO | COM NON VTG | 579780206 | 8,687 | 104,351 | SH | | SOLE | NONE | 101,591 | 0 | 2,760 |
MCDONALDS CORP | COM | 580135101 | 1,545 | 6,260 | SH | | SOLE | NONE | 6,260 | 0 | 0 |
MEDTRONICS PLC | SHS | G5960L103 | 223 | 2,485 | SH | | SOLE | NONE | 2,485 | 0 | 0 |
MERCK & CO | COM | 58933Y105 | 60,960 | 668,637 | SH | | SOLE | NONE | 635,597 | 0 | 33,040 |
META PLATFORMS INC | CL A | 30303M102 | 3,356 | 20,813 | SH | | SOLE | NONE | 20,813 | 0 | 0 |
MICROSOFT CORP | COM | 594918104 | 85,804 | 334,090 | SH | | SOLE | NONE | 323,295 | 0 | 10,795 |
MONDELEZ INTERNATIONAL INC | CL A | 609207105 | 27,429 | 441,762 | SH | | SOLE | NONE | 412,287 | 0 | 29,475 |
MOODY'S CORPORATION | COM | 615369105 | 209 | 770 | SH | | SOLE | NONE | 770 | 0 | 0 |
MSA SAFETY INC | COM | 553498106 | 218 | 1,800 | SH | | SOLE | NONE | 1,800 | 0 | 0 |
NEXTERA ENERGY INC | COM | 65339F101 | 5,388 | 69,557 | SH | | SOLE | NONE | 67,147 | 0 | 2,410 |
NIKE INC CL B | CL B | 654106103 | 1,891 | 18,500 | SH | | SOLE | NONE | 18,500 | 0 | 0 |
NORFOLK SOUTHERN CORP | COM | 655844108 | 335 | 1,474 | SH | | SOLE | NONE | 1,474 | 0 | 0 |
NUTRIEN LTD | COM | 67077M108 | 4,555 | 57,155 | SH | | SOLE | NONE | 54,305 | 0 | 2,850 |
NVIDIA CORP | COM | 67066G104 | 688 | 4,540 | SH | | SOLE | NONE | 4,540 | 0 | 0 |
ORACLE CORP | COM | 68389X105 | 2,488 | 35,608 | SH | | SOLE | NONE | 35,608 | 0 | 0 |
OTIS WORLDWIDE CORP | COM | 68902V107 | 1,105 | 15,630 | SH | | SOLE | NONE | 15,630 | 0 | 0 |
PAYCHEX INC | COM | 704326107 | 228 | 2,000 | SH | | SOLE | NONE | 2,000 | 0 | 0 |
PEPSICO INC | COM | 713448108 | 17,561 | 105,371 | SH | | SOLE | NONE | 103,536 | 0 | 1,835 |
PFIZER INC | COM | 717081103 | 1,565 | 29,846 | SH | | SOLE | NONE | 29,846 | 0 | 0 |
PHILIP MORRIS INTERNATIONAL IN | COM | 718172109 | 533 | 5,400 | SH | | SOLE | NONE | 5,400 | 0 | 0 |
PORTLAND GEN ELEC CO | COM NEW | 736508847 | 338 | 7,000 | SH | | SOLE | NONE | 7,000 | 0 | 0 |
PPG INDS INC | COM | 693506107 | 379 | 3,315 | SH | | SOLE | NONE | 3,315 | 0 | 0 |
PROCTER & GAMBLE CO | COM | 742718109 | 16,649 | 115,789 | SH | | SOLE | NONE | 111,489 | 0 | 4,300 |
QUALCOMM INC | COM | 747525103 | 307 | 2,400 | SH | | SOLE | NONE | 2,400 | 0 | 0 |
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 5,622 | 58,496 | SH | | SOLE | NONE | 58,096 | 0 | 400 |
ROCKWELL AUTOMATION INC | COM | 773903109 | 32,213 | 161,621 | SH | | SOLE | NONE | 151,944 | 0 | 9,677 |
ROPER TECHNOLOGIES INC | COM | 776696106 | 1,133 | 2,870 | SH | | SOLE | NONE | 2,870 | 0 | 0 |
S&P GLOBAL INC | COM | 78409V104 | 6,955 | 20,635 | SH | | SOLE | NONE | 20,635 | 0 | 0 |
SALESFORCE INC | COM | 79466L302 | 3,993 | 24,194 | SH | | SOLE | NONE | 23,619 | 0 | 575 |
SHELL PLC ADR | SPON ADS | 780259305 | 340 | 6,500 | SH | | SOLE | NONE | 6,500 | 0 | 0 |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 409 | 2,427 | SH | | SOLE | NONE | 2,427 | 0 | 0 |
SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | 1,411 | 3,741 | SH | | SOLE | NONE | 3,041 | 0 | 700 |
SPDR S&P MIDCAP 400 ETF TRUST | UTSER1 S&PDCRP | 78467Y107 | 220 | 531 | SH | | SOLE | NONE | 531 | 0 | 0 |
SVB FINANCIAL GROUP | COM | 78486Q101 | 217 | 550 | SH | | SOLE | NONE | 550 | 0 | 0 |
SYSCO CORPORATION | COM | 871829107 | 597 | 7,046 | SH | | SOLE | NONE | 7,046 | 0 | 0 |
TESLA INC | COM | 88160R101 | 320 | 475 | SH | | SOLE | NONE | 475 | 0 | 0 |
THE HERSHEY COMPANY | COM | 427866108 | 310 | 1,440 | SH | | SOLE | NONE | 1,440 | 0 | 0 |
THERMO FISHER SCIENTIFIC | COM | 883556102 | 4,355 | 8,017 | SH | | SOLE | NONE | 8,017 | 0 | 0 |
TJX COMPANIES | COM | 872540109 | 45,734 | 818,878 | SH | | SOLE | NONE | 777,583 | 0 | 41,295 |
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 4,725 | 36,380 | SH | | SOLE | NONE | 36,380 | 0 | 0 |
UBER TECHNOLOGIES | COM | 90353T100 | 1,449 | 70,805 | SH | | SOLE | NONE | 69,705 | 0 | 1,100 |
UNILEVER PLC | SPON ADR NEW | 904767704 | 240 | 5,240 | SH | | SOLE | NONE | 5,240 | 0 | 0 |
UNION PACIFIC CORP | COM | 907818108 | 5,750 | 26,961 | SH | | SOLE | NONE | 23,861 | 0 | 3,100 |
UNITED HEALTHCARE CORP COM | COM | 91324P102 | 267 | 519 | SH | | SOLE | NONE | 519 | 0 | 0 |
UNITED PARCEL SERVICE | CL B | 911312106 | 39,013 | 213,723 | SH | | SOLE | NONE | 203,518 | 0 | 10,205 |
US BANCORP | COM NEW | 902973304 | 5,552 | 120,642 | SH | | SOLE | NONE | 120,292 | 0 | 350 |
VANGUARD INDEX FDS SMALL CP ET | SMALL CP ETF | 922908751 | 486 | 2,762 | SH | | SOLE | NONE | 2,762 | 0 | 0 |
VANGUARD MEGA CAP GROWTH | MEGA GRWTH IND | 921910816 | 209 | 1,151 | SH | | SOLE | NONE | 1,151 | 0 | 0 |
VANGUARD MID-CAP ETF | MID CAP ETF | 922908629 | 801 | 4,069 | SH | | SOLE | NONE | 4,069 | 0 | 0 |
VANGUARD S&P 500 | S&P 500 ETF SHS | 922908363 | 801 | 2,310 | SH | | SOLE | NONE | 2,310 | 0 | 0 |
VANGUARD US STOCK INDEX ETF | TOTAL STK MKT | 922908769 | 400 | 2,123 | SH | | SOLE | NONE | 2,123 | 0 | 0 |
VERIZON COMMUNICATIONS | COM | 92343V104 | 1,059 | 20,867 | SH | | SOLE | NONE | 20,867 | 0 | 0 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 61,218 | 217,246 | SH | | SOLE | NONE | 204,751 | 0 | 12,495 |
WABTEC CORP | COM | 929740108 | 8,363 | 101,884 | SH | | SOLE | NONE | 89,599 | 0 | 12,285 |
WAL MART STORES INC | COM | 931142103 | 379 | 3,121 | SH | | SOLE | NONE | 3,121 | 0 | 0 |
WALT DISNEY CO | COM | 254687106 | 3,779 | 40,037 | SH | | SOLE | NONE | 39,237 | 0 | 800 |
WASTE MANAGEMENT INC | COM | 94106L109 | 957 | 6,254 | SH | | SOLE | NONE | 5,770 | 0 | 484 |
WATTS WATER TECHNOLOGIES - A | CL A | 942749102 | 8,346 | 67,945 | SH | | SOLE | NONE | 67,135 | 0 | 810 |
WEC ENERGY GROUP INC | COM | 92939U106 | 241 | 2,397 | SH | | SOLE | NONE | 2,397 | 0 | 0 |
XYLEM INC | COM | 98419M100 | 203 | 2,600 | SH | | SOLE | NONE | 2,600 | 0 | 0 |
ZIMMER BIOMET HOLDINGS | COM | 98956P102 | 5,240 | 49,881 | SH | | SOLE | NONE | 49,881 | 0 | 0 |
ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 | 363 | 6,166 | SH | | SOLE | NONE | 6,166 | 0 | 0 |
ISHARES MSCI EAFE ETF | MSCI EAFE ETF | 464287465 | 4,934 | 78,956 | SH | | SOLE | NONE | 78,306 | 0 | 650 |
ISHARES MSCI EAFE GROWTH ETF | EAFE GRWTH ETF | 464288885 | 442 | 5,493 | SH | | SOLE | NONE | 5,493 | 0 | 0 |
ISHARES MSCI EMERGING MKTS ETF | MSCI EMG MKT ETF | 464287234 | 2,252 | 56,148 | SH | | SOLE | NONE | 56,148 | 0 | 0 |
SPDR S&P EMERGING ASIA PACIFIC | ASIA PACIF ETF | 78463X301 | 218 | 2,121 | SH | | SOLE | NONE | 2,121 | 0 | 0 |
VANGUARD FTSE EMERGING MARKETS | FTSE EMR MKT ETF | 922042858 | 4,769 | 114,510 | SH | | SOLE | NONE | 113,575 | 0 | 935 |
VANGUARD FTSE ETF DEVELOPED MA | VAN FTSE DEV MKT | 921943858 | 2,688 | 65,887 | SH | | SOLE | NONE | 65,842 | 0 | 45 |