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 LABORATORIES COM 002824100 1,313,462 14,475 SH SOLE 0 7,075 0 7,400
ABBVIE INC COM 00287Y109 3,282,644 13,045 SH SOLE 0 6,445 0 6,600
AGILENT TECHNOLOGIES INC COM 00846U101 551,112 4,149 SH SOLE 0 3,463 0 686
ALPHABET INC CAP STK CL A 02079K305 1,265,203 3,540 SH SOLE 0 3,170 0 370
ALPHABET INC CAP STK CL C 02079K107 425,690 1,205 SH SOLE 0 1,205 0 0
AMAZON COM INC COM 023135106 739,569 3,103 SH SOLE 0 2,107 0 996
AMERICAN EXPRESS CO COM 025816109 397,444 1,175 SH SOLE 0 1,175 0 0
ANTERO RESOURCES CORP COM 03674X106 207,326 5,900 SH SOLE 0 5,600 0 300
APPLE INC COM 037833100 14,172,853 48,980 SH SOLE 0 32,500 0 16,480
ARISTA NETWORKS INC COM SHS 040413205 849,400 5,000 SH SOLE 0 5,000 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 231,563 5,473 SH SOLE 0 5,473 0 0
BAKER HUGHES COMPANY CL A 05722G100 782,550 14,100 SH SOLE 0 13,300 0 800
BANK OF AMER CORP COM 060505104 7,007,565 122,983 SH SOLE 0 109,252 0 13,731
BAYTEX ENERGY CORP COM 07317Q105 131,840 32,960 SH SOLE 0 0 0 32,960
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 317,247 634 SH SOLE 0 585 0 49
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,246,550 3 SH SOLE 0 3 0 0
BHP BILLITON LIMITED SPONSORED ADS 088606108 1,345,457 16,150 SH SOLE 0 11,950 0 4,200
BROADCOM INC COM 11135F101 526,308 1,393 SH SOLE 0 1,393 0 0
CAMECO CORP COM 13321L108 2,266,589 22,252 SH SOLE 0 17,152 0 5,100
CATERPILLAR INC COM 149123101 15,256,290 14,327 SH SOLE 0 10,427 0 3,900
CENOVUS ENERGY INC COM 15135U109 1,558,936 62,835 SH SOLE 0 55,805 0 7,030
CF INDUSTRIES HOLD COM 125269100 5,259,271 48,580 SH SOLE 0 36,680 0 11,900
CHEVRON CORPORATION COM 166764100 7,147,376 43,119 SH SOLE 0 33,819 0 9,300
COHERENT CORP COM 19247G107 209,069 530 SH SOLE 0 0 0 530
COMFORT SYS USA INC COM 199908104 891,878 450 SH SOLE 0 450 0 0
CONOCOPHILLIPS COM 20825C104 9,691,241 93,221 SH SOLE 0 78,951 0 14,270
COSTCO WHOLESALE CORPORATION COM 22160K105 1,202,079 1,285 SH SOLE 0 85 0 1,200
CRESCENT ENERGY COMPANY CL A COM 44952J104 313,896 31,965 SH SOLE 0 19,137 0 12,828
CROWDSTRIKE HLDGS INC CL A 22788C105 240,389 315 SH SOLE 0 315 0 0
CSX CORP COM 126408103 285,180 6,000 SH SOLE 0 0 0 6,000
DARDEN RESTAURANTS INC COM 237194105 618,030 3,000 SH SOLE 0 3,000 0 0
DEERE & CO COM 244199105 16,010,489 25,240 SH SOLE 0 18,120 0 7,120
DELL TECHNOLOGIES INC CL C 24703L202 1,037,124 2,404 SH SOLE 0 2,404 0 0
DELTA AIR LINES INC COM NEW 247361702 1,340,743 14,315 SH SOLE 0 12,795 0 1,520
DIAMONDBACK ENERGY INC COM 25278X109 7,817,640 44,474 SH SOLE 0 32,029 0 12,445
ELI LILLY & CO COM 532457108 779,630 650 SH SOLE 0 550 0 100
ENBRIDGE INC COM 29250N105 471,898 8,705 SH SOLE 0 6,737 0 1,968
EQT CORP COM 26884L109 680,576 12,800 SH SOLE 0 8,800 0 4,000
EVERUS CONSTR GROUP COM 300426103 1,620,834 9,767 SH SOLE 0 8,795 0 972
EXPAND ENERGY CORPORATION COM 165167735 309,134 3,390 SH SOLE 0 2,190 0 1,200
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 256,755 2,080 SH SOLE 0 1,680 0 400
FEDEX CORP COM 31428X106 573,028 1,830 SH SOLE 0 1,571 0 259
FREEPORT MCMORAN INC CL B 35671D857 7,129,210 113,360 SH SOLE 0 85,630 0 27,730
GE AEROSPACE COM NEW 369604301 826,691 2,212 SH SOLE 0 1,587 0 625
GE VERNOVA INC COM 36828A101 644,998 549 SH SOLE 0 393 0 156
GENERAL MILLS INC COM 370334104 3,578,936 102,843 SH SOLE 0 102,843 0 0
GLOBE LIFE INC COM 37959E102 1,081,014 6,050 SH SOLE 0 6,050 0 0
HALLIBURTON CO COM 406216101 422,066 12,432 SH SOLE 0 10,832 0 1,600
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,026,253 22,750 SH SOLE 0 20,750 0 2,000
HONEYWELL AEROSPACE INC COM 43849R105 320,566 1,450 SH SOLE 0 1,000 0 450
HONEYWELL INTL INC COM 438516205 324,655 1,450 SH SOLE 0 1,000 0 450
HP INC COM 40434L105 964,702 43,970 SH SOLE 0 38,720 0 5,250
IES HOLDINGS INC COM 44951W106 1,006,484 1,370 SH SOLE 0 1,370 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 10,489,695 37,302 SH SOLE 0 27,642 0 9,660
ISHARES TR CORE S&P500 ETF 464287200 3,339,265 4,459 SH SOLE 0 3,375 0 1,084
ISHARES TR RUSSELL 2000 ETF 464287655 1,201,800 4,000 SH SOLE 0 4,000 0 0
ISHARES TR 0-3 MTH TREASURY 46436E718 14,243,798 141,490 SH SOLE 0 118,490 0 23,000
JOHNSON & JOHNSON COM 478160104 4,613,540 18,166 SH SOLE 0 12,036 0 6,130
KEYSIGHT TECHNOLOGIES INC COM 49338L103 647,630 1,850 SH SOLE 0 1,660 0 190
KNIFE RIVER CORP COMMON STOCK 498894104 1,012,500 12,104 SH SOLE 0 9,445 0 2,659
LABCORP HOLDINGS INC COM SHS 504922105 1,318,800 4,710 SH SOLE 0 4,210 0 500
LENNAR CORP CL B 526057302 4,880,558 55,017 SH SOLE 0 37,953 0 17,064
LENNAR CORP CL A 526057104 5,876,240 64,938 SH SOLE 0 54,186 0 10,752
LGI HOMES INC COM 50187T106 1,853,725 29,110 SH SOLE 0 23,510 0 5,600
LOWES COS INC COM 548661107 933,850 4,235 SH SOLE 0 4,235 0 0
MCDONALDS CORP COM 580135101 1,664,813 6,159 SH SOLE 0 5,659 0 500
MDU RES GROUP INC COM 552690109 898,837 42,378 SH SOLE 0 36,988 0 5,390
MERCADOLIBRE INC COM 58733R102 339,478 200 SH SOLE 0 200 0 0
MERCK & CO INC COM 58933Y105 5,584,096 43,456 SH SOLE 0 32,666 0 10,790
META PLATFORMS INC CL A 30303M102 358,776 637 SH SOLE 0 402 0 234
MICRON TECHNOLOGY INC COM 595112103 241,318 209 SH SOLE 0 209 0 0
MICROSOFT CORP COM 594918104 4,728,883 12,677 SH SOLE 0 8,905 0 3,772
MILLROSE PPTYS INC COM CL A 601137102 1,421,545 47,306 SH SOLE 0 43,231 0 4,075
NEXTERA ENERGY INC COM 65339F101 2,291,675 26,110 SH SOLE 0 15,710 0 10,400
NUTRIEN LTD COM 67077M108 223,473 3,550 SH SOLE 0 2,290 0 1,260
NVIDIA CORPORATION COM 67066G104 1,214,788 6,071 SH SOLE 0 5,871 0 200
NVR INC COM 62944T105 8,986,875 1,319 SH SOLE 0 589 0 730
OLD DOMINION FREIGHT LINE IN COM 679580100 1,078,668 4,980 SH SOLE 0 3,600 0 1,380
OVINTIV INC COM 69047Q102 425,096 8,074 SH SOLE 0 7,474 0 600
PALANTIR TECHNOLOGIES INC CL A 69608A108 350,827 3,007 SH SOLE 0 1,512 0 1,495
PERMIAN RESOURCES CORP CLASS A COM 71424F105 872,634 47,400 SH SOLE 0 46,400 0 1,000
PFIZER INC COM 717081103 420,678 17,470 SH SOLE 0 6,270 0 11,200
PHILIP MORRIS INTL INC COM 718172109 314,571 1,739 SH SOLE 0 1,739 0 0
PHILLIPS 66 COM 718546104 6,457,754 38,200 SH SOLE 0 28,815 0 9,385
PINNACLE FINL PARTNERS INC COM 72348N109 2,513,728 24,918 SH SOLE 0 20,206 0 4,712
PNC FINL SVCS GROUP INC COM 693475105 3,538,428 14,371 SH SOLE 0 13,116 0 1,255
PULTE GROUP INC COM 745867101 871,284 6,350 SH SOLE 0 6,350 0 0
QUEST DIAGNOSTICS INC COM 74834L100 894,507 4,220 SH SOLE 0 3,970 0 250
RAYONIER INC COM 754907103 458,542 21,548 SH SOLE 0 21,548 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 268,736 8,899 SH SOLE 0 8,899 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102 373,766 11,340 SH SOLE 0 11,040 0 300
RTX CORPORATION COM 75513E101 2,305,409 12,151 SH SOLE 0 6,316 0 5,835
SERVICENOW INC COM 81762P102 2,492,424 25,105 SH SOLE 0 25,105 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 342,540 3,000 SH SOLE 0 3,000 0 0
SLB LIMITED COM STK 806857108 508,601 10,940 SH SOLE 0 9,540 0 1,400
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 534,687 716 SH SOLE 0 716 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,016,816 56,200 SH SOLE 0 45,000 0 11,200
SYSCO CORP COM 871829107 520,703 6,230 SH SOLE 0 6,230 0 0
TESLA INC COM 88160R101 260,772 620 SH SOLE 0 620 0 0
TRUIST FINL CORP COM 89832Q109 15,793,588 317,013 SH SOLE 0 272,340 0 44,673
UNION PAC CORP COM 907818108 244,800 900 SH SOLE 0 0 0 900
UNITED RENTALS INC COM 911363109 38,552,247 34,030 SH SOLE 0 26,370 0 7,660
VALERO ENERGY CORP COM 91913Y100 7,784,552 29,890 SH SOLE 0 19,690 0 10,200
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 370,078 6,200 SH SOLE 0 6,200 0 0
VSE CORP COM 918284100 27,895,417 122,081 SH SOLE 0 122,081 0 0
WALMART INC COM 931142103 1,292,676 11,413 SH SOLE 0 10,800 0 613
WESCO INTL INC COM 95082P105 779,636 2,257 SH SOLE 0 2,017 0 240
WEYERHAEUSER CO COM NEW 962166104 655,307 27,373 SH SOLE 0 23,530 0 3,843