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
AMAZON COM INC COM 023135106 10,511,509 44,103 SH SOLE 0 0 44,103
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 7,507,023 39,403 SH SOLE 0 0 39,403
STARBUCKS CORP COM 855244109 1,210,208 11,843 SH SOLE 0 0 11,843
PUBLIC SVC ENTERPRISE GROUP COM 744573106 975,386 12,018 SH SOLE 0 0 12,018
OLD REP INTL CORP COM 680223104 1,109,885 27,123 SH SOLE 0 0 27,123
BLOCK INC CL A 852234103 666,368 8,768 SH SOLE 0 0 8,768
MONSTER BEVERAGE CORP NEW COM 61174X109 3,190,223 33,190 SH SOLE 0 0 33,190
JOHNSON & JOHNSON COM 478160104 10,296,279 40,541 SH SOLE 0 0 40,541
WASTE MGMT INC DEL COM 94106L109 559,189 2,509 SH SOLE 0 0 2,509
VANGUARD INDEX FDS TOTAL STK MKT 922908769 7,615,364 20,580 SH SOLE 0 0 20,580
HCA HEALTHCARE INC COM 40412C101 289,164 742 SH SOLE 0 0 742
GOLDMAN SACHS GROUP INC COM 38141G104 358,139 354 SH SOLE 0 0 354
WATSCO INC COM 942622200 767,692 1,842 SH SOLE 0 0 1,842
SHELL PLC SPON ADS 780259305 636,758 8,212 SH SOLE 0 0 8,212
YUM BRANDS INC COM 988498101 676,990 4,235 SH SOLE 0 0 4,235
PROCTER & GAMBLE CO COM 742718109 1,714,066 11,689 SH SOLE 0 0 11,689
COCA COLA CO COM 191216100 2,096,017 25,791 SH SOLE 0 0 25,791
ENTERPRISE PRODS PARTNERS L COM 293792107 2,281,017 62,052 SH SOLE 0 0 62,052
INTEL CORP COM 458140100 3,250,211 23,277 SH SOLE 0 0 23,277
CME GROUP INC COM 12572Q105 5,847,466 26,479 SH SOLE 0 0 26,479
STATE STR CORP COM 857477103 264,067 1,557 SH SOLE 0 0 1,557
NETFLIX INC. COM 64110L106 2,457,165 34,414 SH SOLE 0 0 34,414
PAYCHEX INC COM 704326107 708,242 7,203 SH SOLE 0 0 7,203
SEI INVTS CO COM 784117103 851,377 9,707 SH SOLE 0 0 9,707
MERCK & CO INC COM 58933Y105 389,411 3,030 SH SOLE 0 0 3,030
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 738,556 989 SH SOLE 0 0 989
VISTRA CORP COM 92840M102 428,301 2,700 SH SOLE 0 0 2,700
ALLSTATE CORP COM 020002101 287,875 1,210 SH SOLE 0 0 1,210
VERTEX PHARMACEUTICALS INC COM 92532F100 2,193,071 4,415 SH SOLE 0 0 4,415
CORNING INC COM 219350105 408,951 1,601 SH SOLE 0 0 1,601
VERIZON COMMUNICATIONS INC COM 92343V104 4,244,804 100,255 SH SOLE 0 0 100,255
CHUBB LIMITED COM H1467J104 6,348,410 18,631 SH SOLE 0 0 18,631
SNAP ON INC COM 833034101 1,060,539 2,636 SH SOLE 0 0 2,636
PEPSICO INC COM 713448108 205,537 1,518 SH SOLE 0 0 1,518
TRANE TECHNOLOGIES PLC SHS G8994E103 5,275,186 10,740 SH SOLE 0 0 10,740
HOME DEPOT INC COM 437076102 7,050,119 19,990 SH SOLE 0 0 19,990
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 3,146,597 19,832 SH SOLE 0 0 19,832
STELLAR BANCORP INC COM 858927106 241,440 6,140 SH SOLE 0 0 6,140
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 408,738 4,920 SH SOLE 0 0 4,920
UGI CORP NEW COM 902681105 532,426 15,415 SH SOLE 0 0 15,415
ISHARES TR CORE S&P SCP ETF 464287804 849,415 5,727 SH SOLE 0 0 5,727
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 285,222 570 SH SOLE 0 0 570
ALPHABET INC CAP STK CL A 02079K305 15,214,635 42,574 SH SOLE 0 0 42,574
UNILEVER PLC SPON ADR NEW 904767803 895,691 14,898 SH SOLE 0 0 14,898
MICROSOFT CORP COM 594918104 14,789,932 39,649 SH SOLE 0 0 39,649
SLB LIMITED COM STK 806857108 330,730 7,114 SH SOLE 0 0 7,114
CVS HEALTH CORP COM 126650100 987,112 9,542 SH SOLE 0 0 9,542
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 3,385,130 31,598 SH SOLE 0 0 31,598
SIMON PPTY GROUP INC NEW COM 828806109 1,137,114 5,084 SH SOLE 0 0 5,084
NEXTERA ENERGY INC COM 65339F101 3,537,916 40,309 SH SOLE 0 0 40,309
BOEING CO COM 097023105 3,271,700 15,114 SH SOLE 0 0 15,114
NIKE INC CL B 654106103 315,574 7,688 SH SOLE 0 0 7,688
TESLA INC COM 88160R101 6,609,660 15,715 SH SOLE 0 0 15,715
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 2,857,737 53,306 SH SOLE 0 0 53,306
NXP SEMICONDUCTORS N V COM N6596X109 1,192,105 4,242 SH SOLE 0 0 4,242
DELL TECHNOLOGIES INC CL C 24703L202 370,624 859 SH SOLE 0 0 859
ILLUMINA INC COM 452327109 747,805 4,253 SH SOLE 0 0 4,253
TARGA RES CORP COM 87612G101 348,290 1,299 SH SOLE 0 0 1,299
ELI LILLY & CO COM 532457108 701,016 584 SH SOLE 0 0 584
AIR PRODUCTS AND CHEMICALS I COM 009158106 4,687,442 15,988 SH SOLE 0 0 15,988
FIDELITY NATL INFORMATION SV COM 31620M106 1,378,011 35,443 SH SOLE 0 0 35,443
MICRON TECHNOLOGY INC COM 595112103 2,952,674 2,558 SH SOLE 0 0 2,558
DICKS SPORTING GOODS INC COM 253393102 916,420 4,040 SH SOLE 0 0 4,040
OPEN LENDING CORP COM 68373J104 69,676 22,404 SH SOLE 0 0 22,404
ENTERGY CORP NEW COM 29364G103 3,134,574 27,290 SH SOLE 0 0 27,290
MARATHON PETE CORP COM 56585A102 7,751,057 30,317 SH SOLE 0 0 30,317
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 383,477 3,315 SH SOLE 0 0 3,315
SONIC AUTOMOTIVE INC CL A 83545G102 254,370 3,000 SH SOLE 0 0 3,000
REGENERON PHARMACEUTICALS COM 75886F107 1,302,540 2,089 SH SOLE 0 0 2,089
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 419,258 21,928 SH SOLE 0 0 21,928
VISA INC COM CL A 92826C839 5,979,710 17,429 SH SOLE 0 0 17,429
PHILLIPS 66 COM 718546104 483,145 2,858 SH SOLE 0 0 2,858
META PLATFORMS INC CL A 30303M102 6,859,252 12,177 SH SOLE 0 0 12,177
ISHARES TR US TRSPRTION 464287192 448,918 5,175 SH SOLE 0 0 5,175
BROADCOM INC COM 11135F101 34,138,873 90,374 SH SOLE 0 0 90,374
WORKDAY INC CL A 98138H101 278,995 2,279 SH SOLE 0 0 2,279
JOHNSON CONTROLS INTERNATION SHS G51502105 6,516,398 44,599 SH SOLE 0 0 44,599
NOVARTIS AG SPONSORED ADR 66987V109 1,018,435 6,498 SH SOLE 0 0 6,498
EXPEDITORS INTL WASH INC COM 302130109 1,307,257 8,021 SH SOLE 0 0 8,021
STMICROELECTRONICS N V NY REGISTRY 861012102 224,745 3,001 SH SOLE 0 0 3,001
NVIDIA CORPORATION COM 67066G104 27,129,325 135,586 SH SOLE 0 0 135,586
CUMMINS INC COM 231021106 7,152,690 10,029 SH SOLE 0 0 10,029
ABBVIE INC COM 00287Y109 7,928,153 31,506 SH SOLE 0 0 31,506
S&P GLOBAL INC COM 78409V104 738,200 1,813 SH SOLE 0 0 1,813
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,866,928 22,292 SH SOLE 0 0 22,292
ZOETIS INC CL A 98978V103 1,086,128 15,115 SH SOLE 0 0 15,115
FACTSET RESH SYS INC COM 303075105 359,059 1,561 SH SOLE 0 0 1,561
QUALCOMM INC COM 747525103 922,244 4,991 SH SOLE 0 0 4,991
INTUITIVE SURGICAL INC COM NEW 46120E602 773,488 1,945 SH SOLE 0 0 1,945
INTERCONTINENTAL EXCHANGE IN COM 45866F104 602,752 4,896 SH SOLE 0 0 4,896
CISCO SYS INC COM 17275R102 528,367 4,498 SH SOLE 0 0 4,498
ADVANCED MICRO DEVICES INC COM 007903107 672,694 1,158 SH SOLE 0 0 1,158
AUTODESK INC COM 052769106 1,212,403 6,236 SH SOLE 0 0 6,236
ISHARES INC MSCI EM ASIA ETF 464286426 388,390 3,321 SH SOLE 0 0 3,321
VANGUARD WORLD FD FINANCIALS ETF 92204A405 770,518 5,855 SH SOLE 0 0 5,855
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 256,182 5,040 SH SOLE 0 0 5,040
ISHARES TR ISHARES BIOTECH 464287556 752,662 3,957 SH SOLE 0 0 3,957
MOTOROLA SOLUTIONS INC COM NEW 620076307 9,775,914 23,540 SH SOLE 0 0 23,540
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 1,629,157 13,891 SH SOLE 0 0 13,891
ISHARES TR S&P 500 VAL ETF 464287408 239,212 1,054 SH SOLE 0 0 1,054
ISHARES TR CORE S&P500 ETF 464287200 978,009 1,306 SH SOLE 0 0 1,306
LAMAR ADVERTISING CO CL A 512816109 1,228,749 7,878 SH SOLE 0 0 7,878
WELLS FARGO & CO COM 949746101 3,381,695 40,921 SH SOLE 0 0 40,921
UNION PAC CORP COM 907818108 3,651,224 13,424 SH SOLE 0 0 13,424
SALESFORCE INC COM 79466L302 1,709,107 10,910 SH SOLE 0 0 10,910
DARDEN RESTAURANTS INC COM 237194105 5,587,925 27,125 SH SOLE 0 0 27,125
THERMO FISHER SCIENTIFIC INC COM 883556102 871,982 1,739 SH SOLE 0 0 1,739
JPMORGAN CHASE & CO COM 46625H100 15,828,086 48,355 SH SOLE 0 0 48,355
MONOLITHIC PWR SYS INC COM 609839105 268,334 194 SH SOLE 0 0 194
CHEVRON CORPORATION COM 166764100 1,759,275 10,613 SH SOLE 0 0 10,613
CONOCOPHILLIPS COM 20825C104 1,667,506 16,040 SH SOLE 0 0 16,040
TJX COS INC NEW COM 872540109 1,784,735 11,780 SH SOLE 0 0 11,780
WALMART INC COM 931142103 12,541,151 110,729 SH SOLE 0 0 110,729
ORACLE CORP COM 68389X105 2,761,104 18,841 SH SOLE 0 0 18,841
RTX CORPORATION COM 75513E101 235,438 1,241 SH SOLE 0 0 1,241
TEXAS INSTRS INC COM 882508104 3,885,228 13,035 SH SOLE 0 0 13,035
MORGAN STANLEY COM NEW 617446448 1,497,407 7,163 SH SOLE 0 0 7,163
CATERPILLAR INC COM 149123101 397,336 373 SH SOLE 0 0 373
ALPHABET INC CAP STK CL C 02079K107 5,172,156 14,638 SH SOLE 0 0 14,638
APPLIED MATLS INC COM 038222105 1,610,121 2,227 SH SOLE 0 0 2,227
ANALOG DEVICES INC COM 032654105 13,009,159 32,755 SH SOLE 0 0 32,755
HUMANA INC COM 444859102 223,628 563 SH SOLE 0 0 563
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 620,085 5,571 SH SOLE 0 0 5,571
ARISTA NETWORKS INC COM SHS 040413205 4,224,576 24,868 SH SOLE 0 0 24,868
EATON CORP PLC SHS G29183103 11,676,756 27,403 SH SOLE 0 0 27,403
ISHARES TR CORE MSCI EURO 46434V738 1,761,042 23,427 SH SOLE 0 0 23,427
ISHARES TR EXPND TEC SC ETF 464287549 1,573,558 9,620 SH SOLE 0 0 9,620
CARPENTER TECHNOLOGY CORP COM 144285103 333,995 541 SH SOLE 0 0 541
RYMAN HOSPITALITY PPTYS INC COM 78377T107 695,985 5,414 SH SOLE 0 0 5,414
LAM RESEARCH CORP COM NEW 512807306 4,619,298 10,660 SH SOLE 0 0 10,660
PHILIP MORRIS INTL INC COM 718172109 892,781 4,935 SH SOLE 0 0 4,935
SERVICE CORP INTL COM 817565104 1,391,026 18,313 SH SOLE 0 0 18,313
EQUINIX INC COM 29444U700 1,642,807 1,576 SH SOLE 0 0 1,576
REALTY INCOME CORP COM 756109104 4,441,928 71,690 SH SOLE 0 0 71,690
EXXON MOBIL CORP COM 30231G102 5,612,509 41,051 SH SOLE 0 0 41,051
UNITEDHEALTH GROUP INC COM 91324P102 3,021,674 7,270 SH SOLE 0 0 7,270
DEERE & CO COM 244199105 1,000,414 1,577 SH SOLE 0 0 1,577
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,726,516 15,121 SH SOLE 0 0 15,121
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1,050,537 23,170 SH SOLE 0 0 23,170
NOVO-NORDISK A S ADR 670100205 769,034 16,042 SH SOLE 0 0 16,042
APPLE INC COM 037833100 29,994,361 103,658 SH SOLE 0 0 103,658
DISNEY WALT CO COM 254687106 1,414,292 14,694 SH SOLE 0 0 14,694
RAYMOND JAMES FINL INC COM 754730109 635,848 4,182 SH SOLE 0 0 4,182
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 262,734 1,674 SH SOLE 0 0 1,674