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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
NXP SEMICONDUCTORS N V COM N6596X109 1,996,781 9,139 SH SOLE 0 0 9,139
ABBVIE INC COM 00287Y109 209,194 1,127 SH SOLE 0 0 1,127
ALBEMARLE CORP COM 012653101 951,644 15,185 SH SOLE 0 0 15,185
ALBEMARLE CORP 7.25% DEP SHS A 012653200 1,463,311 45,586 SH SOLE 0 0 45,586
ALTRIA GROUP INC COM 02209S103 206,437 3,521 SH SOLE 0 0 3,521
APPLE INC COM 037833100 836,068 4,075 SH SOLE 0 0 4,075
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,686,023 7,588 SH SOLE 0 0 7,588
BORGWARNER INC COM 099724106 4,101,133 122,495 SH SOLE 0 0 122,495
CATERPILLAR INC COM 149123101 293,099 755 SH SOLE 0 0 755
CISCO SYS INC COM 17275R102 217,229 3,131 SH SOLE 0 0 3,131
CLEARFIELD INC COM 18482P103 2,134,297 49,166 SH SOLE 0 0 49,166
COCA COLA CO COM 191216100 221,094 3,125 SH SOLE 0 0 3,125
COLGATE PALMOLIVE CO COM 194162103 308,061 3,389 SH SOLE 0 0 3,389
COMMUNITY FINANCIAL SYSTEM I COM 203607106 268,313 4,718 SH SOLE 0 0 4,718
EQUINOR ASA SPONSORED ADR 29446M102 4,390,727 174,651 SH SOLE 0 0 174,651
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 6,046,257 713,002 SH SOLE 0 0 713,002
EXXON MOBIL CORP COM 30231G102 1,176,530 10,914 SH SOLE 0 0 10,914
GMS INC COM 36251C103 231,094 2,125 SH SOLE 0 0 2,125
GE VERNOVA INC COM 36828A101 227,006 429 SH SOLE 0 0 429
GE AEROSPACE COM NEW 369604301 442,197 1,718 SH SOLE 0 0 1,718
GRAINGER W W INC COM 384802104 650,150 625 SH SOLE 0 0 625
INTERNATIONAL BUSINESS MACHS COM 459200101 1,248,394 4,235 SH SOLE 0 0 4,235
ISHARES TR CORE S&P MCP ETF 464287507 333,358 5,375 SH SOLE 0 0 5,375
ISHARES TR CORE S&P SCP ETF 464287804 269,400 2,465 SH SOLE 0 0 2,465
ISHARES TR DEVSMCP EXNA ETF 464288497 772,082 11,503 SH SOLE 0 0 11,503
JPMORGAN CHASE & CO. COM 46625H100 659,836 2,276 SH SOLE 0 0 2,276
LANTHEUS HLDGS INC COM 516544103 200,557 2,450 SH SOLE 0 0 2,450
MICROSOFT CORP COM 594918104 2,294,553 4,613 SH SOLE 0 0 4,613
NEWMONT CORP COM 651639106 4,641,050 79,661 SH SOLE 0 0 79,661
PEPSICO INC COM 713448108 265,401 2,010 SH SOLE 0 0 2,010
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1,651,921 132,048 SH SOLE 0 0 132,048
PFIZER INC COM 717081103 221,724 9,147 SH SOLE 0 0 9,147
PHILIP MORRIS INTL INC COM 718172109 426,913 2,344 SH SOLE 0 0 2,344
QUALCOMM INC COM 747525103 2,394,634 15,036 SH SOLE 0 0 15,036
SHELL PLC SPON ADS 780259305 4,102,721 58,269 SH SOLE 0 0 58,269
SPDR S&P 500 ETF TR TR UNIT 78462F103 206,362 334 SH SOLE 0 0 334
SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY INTERST 82889N855 5,829,327 110,320 SH SOLE 0 0 110,320
SKYWORKS SOLUTIONS INC COM 83088M102 1,569,615 21,063 SH SOLE 0 0 21,063
STERLING INFRASTRUCTURE INC COM 859241101 364,554 1,580 SH SOLE 0 0 1,580
TELEFONICA S A SPONSORED ADR 879382208 2,510,249 479,971 SH SOLE 0 0 479,971
TEREX CORP NEW COM 880779103 2,231,269 47,789 SH SOLE 0 0 47,789
TEXAS INSTRS INC COM 882508104 249,144 1,200 SH SOLE 0 0 1,200
THERMO FISHER SCIENTIFIC INC COM 883556102 266,793 658 SH SOLE 0 0 658
TOTALENERGIES SE SPONSORED ADS 89151E109 3,707,895 60,399 SH SOLE 0 0 60,399
UNION PAC CORP COM 907818108 681,037 2,960 SH SOLE 0 0 2,960
VANECK ETF TRUST GOLD MINERS ETF 92189F106 3,023,645 58,080 SH SOLE 0 0 58,080
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 13,506,822 229,786 SH SOLE 0 0 229,786
VERIZON COMMUNICATIONS INC COM 92343V104 4,530,716 104,708 SH SOLE 0 0 104,708
VERMILION ENERGY INC COM 923725105 2,243,726 308,204 SH SOLE 0 0 308,204