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
ABBOTT LABS COM 002824100 2,009,548 14,775 SH SOLE 0 7,375 0 7,400
ABBVIE INC COM 00287Y109 2,421,413 13,045 SH SOLE 0 6,445 0 6,600
AGILENT TECHNOLOGIES INC COM 00846U101 489,623 4,149 SH SOLE 0 3,463 0 686
ALPHABET INC CAP STK CL C 02079K107 213,120 1,201 SH SOLE 0 1,201 0 0
AMAZON COM INC COM 023135106 570,414 2,600 SH SOLE 0 2,100 0 500
AMERICAN EXPRESS CO COM 025816109 374,802 1,175 SH SOLE 0 1,175 0 0
ANTERO RESOURCES CORP COM 03674X106 237,652 5,900 SH SOLE 0 5,600 0 300
APPLE INC COM 037833100 10,252,960 49,973 SH SOLE 0 33,493 0 16,480
ARISTA NETWORKS INC COM SHS 040413205 572,936 5,600 SH SOLE 0 5,600 0 0
BAKER HUGHES COMPANY CL A 05722G100 540,594 14,100 SH SOLE 0 13,300 0 800
BANK AMERICA CORP COM 060505104 5,785,791 122,269 SH SOLE 0 108,538 0 13,731
BAYTEX ENERGY CORP COM 07317Q105 267,591 149,492 SH SOLE 0 115,484 0 34,008
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,186,400 3 SH SOLE 0 3 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 307,978 634 SH SOLE 0 585 0 49
BHP GROUP LTD SPONSORED ADS 088606108 863,216 17,950 SH SOLE 0 13,750 0 4,200
BROADCOM INC COM 11135F101 381,205 1,383 SH SOLE 0 1,383 0 0
CAMECO CORP COM 13321L108 1,597,801 21,525 SH SOLE 0 16,725 0 4,800
CATERPILLAR INC COM 149123101 5,579,548 14,373 SH SOLE 0 10,473 0 3,900
CENOVUS ENERGY INC COM 15135U109 768,876 56,535 SH SOLE 0 49,505 0 7,030
CF INDS HLDGS INC COM 125269100 4,631,280 50,340 SH SOLE 0 38,240 0 12,100
CHEVRON CORP NEW COM 166764100 6,183,713 43,185 SH SOLE 0 33,885 0 9,300
COMCAST CORP NEW CL A 20030N101 210,571 5,900 SH SOLE 0 5,876 0 24
CONOCOPHILLIPS COM 20825C104 8,375,719 93,333 SH SOLE 0 79,063 0 14,270
COSTCO WHSL CORP NEW COM 22160K105 1,277,023 1,290 SH SOLE 0 90 0 1,200
CRESCENT ENERGY COMPANY CL A COM 44952J104 213,650 24,843 SH SOLE 0 12,968 0 11,875
CROWDSTRIKE HLDGS INC CL A 22788C105 367,213 721 SH SOLE 0 528 0 193
DARDEN RESTAURANTS INC COM 237194105 653,910 3,000 SH SOLE 0 3,000 0 0
DEERE & CO COM 244199105 13,032,599 25,630 SH SOLE 0 18,510 0 7,120
DELL TECHNOLOGIES INC CL C 24703L202 290,317 2,368 SH SOLE 0 2,368 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 708,930 14,415 SH SOLE 0 12,895 0 1,520
DIAMONDBACK ENERGY INC COM 25278X109 6,072,256 44,194 SH SOLE 0 31,749 0 12,445
ELI LILLY & CO COM 532457108 506,695 650 SH SOLE 0 550 0 100
ENBRIDGE INC COM 29250N105 394,511 8,705 SH SOLE 0 6,737 0 1,968
EQT CORP COM 26884L109 699,840 12,000 SH SOLE 0 8,000 0 4,000
EVERUS CONSTR GROUP COM 300426103 668,145 10,517 SH SOLE 0 9,545 0 972
EXPAND ENERGY CORPORATION COM 165167735 320,416 2,740 SH SOLE 0 1,740 0 1,000
FEDEX CORP COM 31428X106 398,929 1,755 SH SOLE 0 1,496 0 259
FREEPORT-MCMORAN INC CL B 35671D857 4,886,846 112,730 SH SOLE 0 85,000 0 27,730
GE AEROSPACE COM NEW 369604301 569,347 2,212 SH SOLE 0 1,587 0 625
GE VERNOVA INC COM 36828A101 290,503 549 SH SOLE 0 393 0 156
GENERAL MLS INC COM 370334104 5,701,328 110,043 SH SOLE 0 107,643 0 2,400
GLOBE LIFE INC COM 37959E102 751,955 6,050 SH SOLE 0 6,050 0 0
HALLIBURTON CO COM 406216101 228,256 11,200 SH SOLE 0 9,600 0 1,600
HEWLETT PACKARD ENTERPRISE C COM 42824C109 495,913 24,250 SH SOLE 0 22,250 0 2,000
HONEYWELL INTL INC COM 438516106 675,352 2,900 SH SOLE 0 2,000 0 900
HP INC COM 40434L105 1,512,117 61,820 SH SOLE 0 50,720 0 11,100
INTERNATIONAL BUSINESS MACHS COM 459200101 11,051,892 37,492 SH SOLE 0 27,832 0 9,660
ISHARES TR CORE S&P500 ETF 464287200 3,180,339 5,122 SH SOLE 0 3,477 0 1,645
ISHARES TR RUSSELL 2000 ETF 464287655 863,160 4,000 SH SOLE 0 4,000 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718 8,810,375 87,500 SH SOLE 0 67,500 0 20,000
JOHNSON & JOHNSON COM 478160104 2,784,734 18,231 SH SOLE 0 12,101 0 6,130
KEYSIGHT TECHNOLOGIES INC COM 49338L103 303,141 1,850 SH SOLE 0 1,660 0 190
KNIFE RIVER CORP COMMON STOCK 498894104 1,012,663 12,404 SH SOLE 0 9,745 0 2,659
LABCORP HOLDINGS INC COM SHS 504922105 1,262,673 4,810 SH SOLE 0 4,310 0 500
LENNAR CORP CL A 526057104 7,478,674 67,613 SH SOLE 0 55,666 0 11,947
LENNAR CORP CL B 526057302 6,006,407 57,068 SH SOLE 0 39,804 0 17,264
LGI HOMES INC COM 50187T106 1,762,499 34,210 SH SOLE 0 27,610 0 6,600
LOWES COS INC COM 548661107 940,729 4,240 SH SOLE 0 4,240 0 0
MCDONALDS CORP COM 580135101 1,799,235 6,158 SH SOLE 0 5,658 0 500
MDU RES GROUP INC COM 552690109 726,445 43,578 SH SOLE 0 38,188 0 5,390
MERCADOLIBRE INC COM 58733R102 522,726 200 SH SOLE 0 200 0 0
MERCK & CO INC COM 58933Y105 3,508,609 44,323 SH SOLE 0 33,033 0 11,290
MICROSOFT CORP COM 594918104 5,946,537 11,955 SH SOLE 0 8,535 0 3,420
MILLROSE PPTYS INC COM CL A 601137102 1,354,311 47,503 SH SOLE 0 43,428 0 4,075
NEXTERA ENERGY INC COM 65339F101 1,822,969 26,260 SH SOLE 0 15,860 0 10,400
NVIDIA CORPORATION COM 67066G104 935,301 5,920 SH SOLE 0 5,920 0 0
NVR INC COM 62944T105 10,775,678 1,459 SH SOLE 0 589 0 870
OLD DOMINION FREIGHT LINE IN COM 679580100 808,254 4,980 SH SOLE 0 3,600 0 1,380
OVINTIV INC COM 69047Q102 269,166 7,074 SH SOLE 0 6,474 0 600
PERMIAN RESOURCES CORP CLASS A COM 71424F105 367,740 27,000 SH SOLE 0 26,000 0 1,000
PFIZER INC COM 717081103 429,072 17,701 SH SOLE 0 6,501 0 11,200
PHILIP MORRIS INTL INC COM 718172109 305,978 1,680 SH SOLE 0 1,680 0 0
PHILLIPS 66 COM 718546104 4,652,255 38,996 SH SOLE 0 29,611 0 9,385
PNC FINL SVCS GROUP INC COM 693475105 2,679,042 14,371 SH SOLE 0 13,116 0 1,255
PULTE GROUP INC COM 745867101 632,760 6,000 SH SOLE 0 6,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 759,835 4,230 SH SOLE 0 3,980 0 250
RAYONIER INC COM 754907103 455,657 20,544 SH SOLE 0 20,544 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 208,811 8,878 SH SOLE 0 8,878 0 0
RTX CORPORATION COM 75513E101 1,796,192 12,301 SH SOLE 0 6,466 0 5,835
SCHLUMBERGER LTD COM STK 806857108 335,972 9,940 SH SOLE 0 8,540 0 1,400
SERVICENOW INC COM 81762P102 5,161,990 5,021 SH SOLE 0 5,021 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 346,050 3,000 SH SOLE 0 3,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,108,435 56,300 SH SOLE 0 45,100 0 11,200
SYNOVUS FINL CORP COM NEW 87161C501 2,431,888 46,993 SH SOLE 0 37,993 0 9,000
SYSCO CORP COM 871829107 473,375 6,250 SH SOLE 0 6,250 0 0
THE TRADE DESK INC COM CL A 88339J105 287,960 4,000 SH SOLE 0 4,000 0 0
TRUIST FINL CORP COM 89832Q109 13,745,666 319,741 SH SOLE 0 275,068 0 44,673
UNION PAC CORP COM 907818108 207,072 900 SH SOLE 0 0 0 900
UNITED RENTALS INC COM 911363109 25,609,573 33,992 SH SOLE 0 26,332 0 7,660
VALERO ENERGY CORP COM 91913Y100 3,977,488 29,590 SH SOLE 0 19,390 0 10,200
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 306,652 6,200 SH SOLE 0 6,200 0 0
VSE CORP COM 918284100 19,424,334 148,300 SH SOLE 0 148,300 0 0
WALMART INC COM 931142103 1,115,997 11,413 SH SOLE 0 10,800 0 613
WESCO INTL INC COM 95082P105 390,216 2,107 SH SOLE 0 1,867 0 240
WEYERHAEUSER CO MTN BE COM NEW 962166104 715,466 27,850 SH SOLE 0 24,007 0 3,843