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
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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
AbbVie Inc. COM 00287y109 17,096,508 73,838 SH SOLE 73,838 0 0
Abbott Laboratories COM 002824100 13,894,345 103,735 SH SOLE 103,735 0 0
Adobe Systems COM 00724F101 256,096 726 SH SOLE 726 0 0
Advanced Micro Devices COM 007903107 11,134,388 68,820 SH SOLE 68,820 0 0
Allstate COM 020002101 214,650 1,000 SH SOLE 1,000 0 0
Alphabet Class-C Share COM 02079K107 587,199 2,411 SH SOLE 2,411 0 0
Alphabet Inc. Class A COM 02079k305 35,715,984 146,918 SH SOLE 146,918 0 0
Amazon.Com Inc. COM 023135106 31,663,092 144,205 SH SOLE 144,205 0 0
American Tower Corp. COM 03027X100 846,208 4,400 SH SOLE 4,400 0 0
Apple Inc. COM 037833100 32,843,624 128,985 SH SOLE 128,985 0 0
Applied Materials Inc. COM 038222105 21,093,572 103,026 SH SOLE 103,026 0 0
Astrazeneca Plc Adr COM 046353108 233,305 3,041 SH SOLE 3,041 0 0
AutoZone Inc. COM 053332102 218,802 51 SH SOLE 51 0 0
Bank Of America Corp. COM 060505104 15,530,501 301,037 SH SOLE 301,037 0 0
Berkshire Hathaway Inc. Cl B COM 084670702 17,141,926 34,097 SH SOLE 34,097 0 0
Booking Holdings Inc. COM 09857L108 21,734,847 4,025 SH SOLE 4,025 0 0
Boston Scientific COM 101137107 212,931 2,181 SH SOLE 2,181 0 0
Broadcom Inc COM 11135F101 36,123,082 109,493 SH SOLE 109,493 0 0
Capital One Financial COM 14040h105 15,789,590 74,275 SH SOLE 74,275 0 0
Caterpillar Inc Del COM 149123101 26,348,101 55,219 SH SOLE 55,219 0 0
Chevron Corp. COM 166764100 11,381,893 73,294 SH SOLE 73,294 0 0
Chubb Limited COM h1467j104 13,873,545 49,153 SH SOLE 49,153 0 0
Cisco Systems COM 17275R102 21,726,994 317,553 SH SOLE 317,553 0 0
Coca-Cola Co. COM 191216100 275,363 4,152 SH SOLE 4,152 0 0
Crowdstrike Hldgs COM 22788C105 18,902,678 38,547 SH SOLE 38,547 0 0
Delta Air Lines COM 247361702 14,610,264 257,449 SH SOLE 257,449 0 0
Duke Energy Corp. COM 26441c204 12,353,104 99,823 SH SOLE 99,823 0 0
Eaton Corp. COM G29183103 22,955,444 61,337 SH SOLE 61,337 0 0
Eli Lilly & Co COM 532457108 13,364,767 17,516 SH SOLE 17,516 0 0
Emcor Group Inc. COM 29084q100 5,379,512 8,282 SH SOLE 8,282 0 0
Equinix Inc COM 29444u700 10,139,185 12,945 SH SOLE 12,945 0 0
Evercore Inc. COM 29977a105 18,826,564 55,812 SH SOLE 55,812 0 0
Exxon Mobil Corp. COM 30231g102 244,520 2,168 SH SOLE 2,168 0 0
First Energy Corp. COM 337932107 13,614,680 297,134 SH SOLE 297,134 0 0
Fiserv Inc. COM 337738108 9,558,934 74,140 SH SOLE 74,140 0 0
Freeport McMoran Copper & Gold COM 35671D857 11,585,604 295,400 SH SOLE 295,400 0 0
General Dynamics COM 369550108 213,125 625 SH SOLE 625 0 0
General Motors COM 37045v100 13,482,621 221,135 SH SOLE 221,135 0 0
Home Depot Inc. COM 437076102 22,653,982 55,909 SH SOLE 55,909 0 0
IShares S&P 500 Index COM 464287200 500,636 748 SH SOLE 748 0 0
J. P. Morgan COM 46625H100 24,026,640 76,171 SH SOLE 76,171 0 0
Jabil Circuit, Inc. COM 466313103 29,061,621 133,819 SH SOLE 133,819 0 0
KLA-Tencor Corp. COM 482480100 12,068,456 11,189 SH SOLE 11,189 0 0
Lam Research COM 512807306 5,965,914 44,555 SH SOLE 44,555 0 0
Lockheed Martin Corp. COM 539830109 11,865,276 23,768 SH SOLE 23,768 0 0
Lowe's Companies Inc. COM 548661107 609,426 2,425 SH SOLE 2,425 0 0
Marathon Pete Corp. COM 56585a102 14,625,819 75,883 SH SOLE 75,883 0 0
Mastercard Inc. COM 57636q104 261,083 459 SH SOLE 459 0 0
McDonald's Corp. COM 580135101 234,603 772 SH SOLE 772 0 0
Medtronic PLC COM G5960L103 11,765,194 123,532 SH SOLE 123,532 0 0
Merck & Co. COM 58933y105 13,157,863 156,771 SH SOLE 156,771 0 0
Meta Platforms Inc. COM 30303M102 27,844,975 37,916 SH SOLE 37,916 0 0
Microsoft Corp. COM 594918104 33,699,582 65,063 SH SOLE 65,063 0 0
Monolithic Power Systems COM 609839105 4,522,184 4,912 SH SOLE 4,912 0 0
NVIDIA Corp. COM 67066g104 40,548,903 217,327 SH SOLE 217,327 0 0
NVR Inc. COM 62944T105 208,901 26 SH SOLE 26 0 0
Netflix Inc COM 64110l106 24,297,321 20,266 SH SOLE 20,266 0 0
O'Reilly Automotive Inc. COM 67103H107 1,330,914 12,345 SH SOLE 12,345 0 0
Oracle Systems Corp. COM 68389X105 13,993,681 49,757 SH SOLE 49,757 0 0
Pepsico Inc. COM 713448108 15,112,967 107,611 SH SOLE 107,611 0 0
Phillips 66 COM 718546104 12,797,481 94,085 SH SOLE 94,085 0 0
Procter & Gamble COM 742718109 15,220,385 99,058 SH SOLE 99,058 0 0
Prologis Inc COM 74340w103 10,016,368 87,463 SH SOLE 87,463 0 0
Qualcomm Inc. COM 747525103 1,649,038 9,912 SH SOLE 9,912 0 0
SalesForce Inc. COM 79466L302 4,816,827 20,324 SH SOLE 20,324 0 0
Seagate Technology Holdings COM G7997r103 27,381,807 115,995 SH SOLE 115,995 0 0
Sherwin-Williams Co. COM 824348106 13,706,909 39,585 SH SOLE 39,585 0 0
Simon PPTY Group COM 828806109 2,285,820 12,180 SH SOLE 12,180 0 0
Southern Company COM 842587107 14,017,393 147,909 SH SOLE 147,909 0 0
Standard & Poors Depository Re COM 78462F103 441,677 663 SH SOLE 663 0 0
Synopsys Corp. COM 871607107 9,533,775 19,323 SH SOLE 19,323 0 0
TJX Cos. Inc. COM 872540109 4,981,426 34,464 SH SOLE 34,464 0 0
Thermo Fisher Scientific COM 883556102 14,495,833 29,887 SH SOLE 29,887 0 0
UnitedHealth Group Inc. COM 91324P102 490,342 1,420 SH SOLE 1,420 0 0
Vanguard Div. Appreciation COM 921908844 513,795 2,381 SH SOLE 2,381 0 0
Vanguard Total Etf COM 922908769 255,644 779 SH SOLE 779 0 0
Vertex Pharmctls Inc. COM 92532f100 11,086,937 28,309 SH SOLE 28,309 0 0
Visa Inc. COM 92826c839 15,685,882 45,948 SH SOLE 45,948 0 0
Wal Mart Stores COM 931142103 21,011,517 203,876 SH SOLE 203,876 0 0
Walt Disney Co. COM 254687106 11,016,392 96,213 SH SOLE 96,213 0 0
iShares Bitcoin Trust ETF COM 46438F101 902,525 13,885 SH SOLE 13,885 0 0
AT&T Pfd PFD 00206r300 201,687 8,750 SH SOLE 8,750 0 0
Apollo Pfd PFD 03769M205 209,920 8,000 SH SOLE 8,000 0 0
Bank of America Pfd PFD 06055H400 185,800 10,000 SH SOLE 10,000 0 0
JP Morgan PFD PFD 48125e207 202,880 8,000 SH SOLE 8,000 0 0
Public Storage Pfd PFD 74460w594 239,280 12,000 SH SOLE 12,000 0 0
US Bancorp Pfd PFD 902973718 202,200 12,000 SH SOLE 12,000 0 0
Pimco Inc MMF 72201f490 112,801 10,367 SH SOLE 10,367 0 0
Pimco Short Term Fd MMF 693390601 226,714 23,445 SH SOLE 23,445 0 0
Schwab Government Money Inv Fd MMF 808515613 156,794 156,794 SH SOLE 156,794 0 0
Vanguard I/T Trsy Indx MMF 92206C888 541,272 26,769 SH SOLE 26,769 0 0
Vanguard Short Term Trsy MMF 922031851 503,522 50,707 SH SOLE 50,707 0 0
Victory 500 Index Reward Fd MMF 903288769 646,582 7,735 SH SOLE 7,735 0 0