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 7,974,583 63,649 SH SOLE 0 0 63,649
Abbvie Inc COM 00287Y109 1,397,445 6,116 SH SOLE 0 0 6,116
Aflac Inc COM 001055102 485,188 4,400 SH SOLE 0 0 4,400
Alliance Resources Partners L UT LTD PART 01877R108 800,854 34,475 SH SOLE 0 0 34,475
Alphabet Inc Cl A CAP STK CL A 02079K305 1,370,627 4,379 SH SOLE 0 0 4,379
Alphabet Inc Cl C CAP STK CL C 02079K107 756,258 2,410 SH SOLE 0 0 2,410
Altria Group COM 02209S103 478,347 8,296 SH SOLE 0 0 8,296
Amazon Com Inc COM 023135106 1,135,634 4,920 SH SOLE 0 0 4,920
Ameren Corp COM 023608102 1,330,834 13,327 SH SOLE 0 0 13,327
Apple Inc COM 037833100 3,902,278 14,354 SH SOLE 0 0 14,354
Arrowhead Pharmaceuticals In COM 04280A100 3,078,504 46,370 SH SOLE 0 0 46,370
ASML Holding N V N Y REGISTRY SHS N07059210 5,699,144 5,327 SH SOLE 0 0 5,327
Atmos Energy Corp COM 049560105 3,127,641 18,658 SH SOLE 0 0 18,658
Berskhire Hathaway Inc Del CL B NEW 084670702 843,446 1,678 SH SOLE 0 0 1,678
Biogen Inc COM 09062X103 6,934,710 39,404 SH SOLE 0 0 39,404
Boeing Co COM 097023105 413,396 1,904 SH SOLE 0 0 1,904
Bristol-Myers Squibb Co COM 110122108 1,194,663 22,148 SH SOLE 0 0 22,148
Broadcom Inc COM 11135F101 1,357,404 3,922 SH SOLE 0 0 3,922
Cadence Design Systems Inc COM 127387108 3,339,605 10,684 SH SOLE 0 0 10,684
Cameco Corp COM 13321L108 4,779,255 52,238 SH SOLE 0 0 52,238
Canadian Natl Ry Co COM 136375102 3,198,094 32,353 SH SOLE 0 0 32,353
Caterpillar Inc COM 149123101 329,400 575 SH SOLE 0 0 575
Chevron Corp New COM 166764100 276,929 1,817 SH SOLE 0 0 1,817
Coca Cola Co COM 191216100 425,263 6,083 SH SOLE 0 0 6,083
Commerce Bancshares Inc COM 200525103 617,821 11,804 SH SOLE 0 0 11,804
Cummins Inc COM 231021106 11,630,603 22,785 SH SOLE 0 0 22,785
Eli Lilly & Co COM 532457108 495,427 461 SH SOLE 0 0 461
Emerson Elec Co COM 291011104 1,220,493 9,196 SH SOLE 0 0 9,196
Enterprise Prods Partners L COM 293792107 1,133,866 35,367 SH SOLE 0 0 35,367
Equifax Inc COM 294429105 1,928,301 8,887 SH SOLE 0 0 8,887
Exxon Mobil Corp COM 30231G102 10,198,108 84,744 SH SOLE 0 0 84,744
Garmin Ltd SHS H2906T109 243,420 1,200 SH SOLE 0 0 1,200
General Dynamics Corp COM 369550108 6,703,574 19,912 SH SOLE 0 0 19,912
Hershey Co COM 427866108 6,986,394 38,391 SH SOLE 0 0 38,391
Home Depot Inc COM 437076102 275,280 800 SH SOLE 0 0 800
Huntington Ingalls Inds Inc COM 446413106 4,242,713 12,476 SH SOLE 0 0 12,476
International Business Machs COM 459044103 1,661,738 5,610 SH SOLE 0 0 5,610
Intel Corp COM 458140100 5,507,842 149,264 SH SOLE 0 0 149,264
Ionis Pharmaceuticals Inc COM 462222100 17,812,487 225,161 SH SOLE 0 0 225,161
IonQ Inc COM 46222L108 12,437,246 277,184 SH SOLE 0 0 277,184
Iovance Biotherapeutics Inc COM 462260100 5,069,430 1,856,934 SH SOLE 0 0 1,856,934
Johnson & Johnson COM 478160104 1,005,319 4,858 SH SOLE 0 0 4,858
McCormick & Co Inc COM NON VTG 579780206 407,979 5,990 SH SOLE 0 0 5,990
McDonalds Corp COM 580135101 259,785 850 SH SOLE 0 0 850
Merck & Co COM 58933Y105 2,165,619 20,574 SH SOLE 0 0 20,574
Meta Platforms Inc A CL A 30303M102 392,754 595 SH SOLE 0 0 595
Microsoft Corp COM 594918104 51,045,758 105,549 SH SOLE 0 0 105,549
Newmont Corporation COM 651639106 2,812,974 28,172 SH SOLE 0 0 28,172
Nextera Energy Inc COM 65339F101 8,250,295 102,769 SH SOLE 0 0 102,769
Oklo Inc COM CL A 02156V109 595,823 8,303 SH SOLE 0 0 8,303
Palantir Technologies Inc CL A 69608A108 23,901,687 134,468 SH SOLE 0 0 134,468
Palo Alto Networks Inc COM 697435105 1,933,916 10,499 SH SOLE 0 0 10,499
Parker-Hannifin Corp COM 701094104 12,097,126 13,763 SH SOLE 0 0 13,763
Pfizer COM 717081103 413,340 16,600 SH SOLE 0 0 16,600
Philip Morris Intl Inc COM 718172109 253,111 1,578 SH SOLE 0 0 1,578
Procter And Gamble Co COM 742718109 8,471,771 59,115 SH SOLE 0 0 59,115
Qualcomm Inc COM 747525103 20,639,359 120,663 SH SOLE 0 0 120,663
Regeneron Pharmaceuticals COM 75886F107 23,782,858 30,812 SH SOLE 0 0 30,812
Rigetti Computing Inc COMMON STOCK 76655K103 3,572,130 161,270 SH SOLE 0 0 161,270
Royal Gold Inc COM 780287108 6,623,797 29,798 SH SOLE 0 0 29,798
Servicenow Inc COM 81762P102 1,838,280 12,000 SH SOLE 0 0 12,000
Shell Plc SPON ADS 780259305 587,032 7,989 SH SOLE 0 0 7,989
Shopify Inc CL A 82509L107 7,964,796 49,480 SH SOLE 0 0 49,480
Southern Co COM 842587107 509,684 5,845 SH SOLE 0 0 5,845
Spire Inc COM 84857L101 1,464,121 17,704 SH SOLE 0 0 17,704
Union Pac Corp COM 907818108 269,488 1,165 SH SOLE 0 0 1,165
Vanguard Index Fds S&P 500 ETF SHS 922908363 3,664,321 5,843 SH SOLE 0 0 5,843
Walmart Inc COM 931142103 502,013 4,506 SH SOLE 0 0 4,506