The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AMAZON COM INC | COM | 023135106 | 16,088,527 | 73,333 | SH | SOLE | 0 | 0 | 73,333 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 1,076,946 | 1,952 | SH | SOLE | 0 | 0 | 1,952 | ||
VULCAN MATLS CO | COM | 929160109 | 2,980,912 | 11,429 | SH | SOLE | 0 | 0 | 11,429 | ||
JOHNSON & JOHNSON | COM | 478160104 | 2,147,272 | 14,057 | SH | SOLE | 0 | 0 | 14,057 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 1,212,990 | 5,301 | SH | SOLE | 0 | 0 | 5,301 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,994,729 | 2,015 | SH | SOLE | 0 | 0 | 2,015 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 387,847 | 548 | SH | SOLE | 0 | 0 | 548 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 487,997 | 3,063 | SH | SOLE | 0 | 0 | 3,063 | ||
UNITED PARCEL SERVICE INC | CL B NEW | 911312106 | 2,079,700 | 20,603 | SH | SOLE | 0 | 0 | 20,602 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 376,210 | 1,377 | SH | SOLE | 0 | 0 | 1,377 | ||
PROLOGIS INC. | COM | 74340W103 | 227,585 | 2,165 | SH | SOLE | 0 | 0 | 2,165 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 5,890,582 | 81,825 | SH | SOLE | 0 | 0 | 81,825 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 231,519 | 412 | SH | SOLE | 0 | 0 | 412 | ||
PEPSICO INC | COM | 713448108 | 1,329,634 | 10,070 | SH | SOLE | 0 | 0 | 10,069 | ||
HOME DEPOT INC | COM | 437076102 | 5,427,739 | 14,804 | SH | SOLE | 0 | 0 | 14,804 | ||
SOUTHERN CO | COM | 842587107 | 984,746 | 10,724 | SH | SOLE | 0 | 0 | 10,723 | ||
LABCORP HOLDINGS INC | COM SHS | 504922105 | 387,202 | 1,475 | SH | SOLE | 0 | 0 | 1,475 | ||
OLD NATL BANCORP IND | COM | 680033107 | 522,617 | 24,490 | SH | SOLE | 0 | 0 | 24,490 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 3,354,242 | 6,905 | SH | SOLE | 0 | 0 | 6,905 | ||
ALPHABET INC CAP STK | CL A | 02079K305 | 11,119,408 | 63,096 | SH | SOLE | 0 | 0 | 63,096 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,987,787 | 12,219 | SH | SOLE | 0 | 0 | 12,219 | ||
CSX CORP | COM | 126408103 | 1,479,781 | 45,350 | SH | SOLE | 0 | 0 | 45,350 | ||
MICROSOFT CORP | COM | 594918104 | 7,704,474 | 15,489 | SH | SOLE | 0 | 0 | 15,489 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 948,199 | 7,054 | SH | SOLE | 0 | 0 | 7,054 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 661,017 | 9,522 | SH | SOLE | 0 | 0 | 9,522 | ||
TESLA INC | COM | 88160R101 | 1,206,155 | 3,797 | SH | SOLE | 0 | 0 | 3,797 | ||
LINDE PLC | SHS | G54950103 | 611,342 | 1,303 | SH | SOLE | 0 | 0 | 1,303 | ||
WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 994,625 | 4,045 | SH | SOLE | 0 | 0 | 4,045 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 546,551 | 5,858 | SH | SOLE | 0 | 0 | 5,858 | ||
ELI LILLY & CO | COM | 532457108 | 1,104,594 | 1,417 | SH | SOLE | 0 | 0 | 1,417 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 769,404 | 6,520 | SH | SOLE | 0 | 0 | 6,520 | ||
AIRBNB INC | COM CL A | 009066101 | 1,106,230 | 8,359 | SH | SOLE | 0 | 0 | 8,359 | ||
VISA INC | COM CL A | 92826C839 | 8,519,812 | 23,996 | SH | SOLE | 0 | 0 | 23,996 | ||
ALIGHT INC | COM CL A | 01626W101 | 1,020,498 | 180,300 | SH | SOLE | 0 | 0 | 180,300 | ||
MID-AMER APT CMNTYS INC | COM | 59522J103 | 397,111 | 2,683 | SH | SOLE | 0 | 0 | 2,683 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 3,740,054 | 16,922 | SH | SOLE | 0 | 0 | 16,921 | ||
BROADCOM INC | COM | 11135F101 | 223,828 | 812 | SH | SOLE | 0 | 0 | 812 | ||
NVIDIA CORPORATION | COM | 67066G104 | 19,606,243 | 124,098 | SH | SOLE | 0 | 0 | 124,098 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 618,318 | 2,730 | SH | SOLE | 0 | 0 | 2,730 | ||
MCDONALDS CORP | COM | 580135101 | 2,458,026 | 8,413 | SH | SOLE | 0 | 0 | 8,413 | ||
SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 | 215,437 | 4,301 | SH | SOLE | 0 | 0 | 4,301 | ||
ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 1,177,619 | 19,239 | SH | SOLE | 0 | 0 | 19,239 | ||
ISHARES TR | CORE S&P 500 ETF | 464287200 | 656,291 | 1,057 | SH | SOLE | 0 | 0 | 1,057 | ||
SALESFORCE INC | COM | 79466L302 | 665,091 | 2,439 | SH | SOLE | 0 | 0 | 2,439 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | 7,219,245 | 24,902 | SH | SOLE | 0 | 0 | 24,901 | ||
CHEVRON CORP NEW | COM | 166764100 | 1,157,978 | 8,087 | SH | SOLE | 0 | 0 | 8,087 | ||
BANK AMERICA CORP | COM | 060505104 | 5,025,051 | 106,193 | SH | SOLE | 0 | 0 | 106,192 | ||
WALMART INC | COM | 931142103 | 361,982 | 3,702 | SH | SOLE | 0 | 0 | 3,702 | ||
CATERPILLAR INC | COM | 149123101 | 268,578 | 692 | SH | SOLE | 0 | 0 | 691 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 2,645,234 | 14,912 | SH | SOLE | 0 | 0 | 14,911 | ||
AMGEN INC | COM | 031162100 | 933,669 | 3,344 | SH | SOLE | 0 | 0 | 3,343 | ||
DOMINION ENERGY INC | COM | 25746U109 | 759,064 | 13,430 | SH | SOLE | 0 | 0 | 13,430 | ||
EXXON MOBIL CORP | COM | 30231G102 | 829,737 | 7,697 | SH | SOLE | 0 | 0 | 7,697 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,966,994 | 6,305 | SH | SOLE | 0 | 0 | 6,305 | ||
DEERE & CO | COM | 244199105 | 2,197,821 | 4,322 | SH | SOLE | 0 | 0 | 4,322 | ||
APPLE INC | COM | 037833100 | 20,670,917 | 100,750 | SH | SOLE | 0 | 0 | 100,750 |