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 2,503,884 27,594 SH SOLE 0 0 27,594
ADOBE INC COM 00724F101 1,918,372 9,357 SH SOLE 0 0 9,357
ALPHABET INC CAP STK CL A 02079K305 302,086 845 SH SOLE 0 0 845
ALPHABET INC CAP STK CL C 02079K107 98,544,972 278,904 SH SOLE 0 0 278,904
ALTRIA GROUP INC COM 02209S103 866,638 12,045 SH SOLE 0 0 12,045
AMAZON COM INC COM 023135106 54,251,313 227,622 SH SOLE 0 0 227,622
AMERICAN EXPRESS CO COM 025816109 19,082,439 56,415 SH SOLE 0 0 56,415
AMGEN INC COM 031162100 347,273 959 SH SOLE 0 0 959
AMRIZE LTD SHS H2927K103 3,498,879 65,645 SH SOLE 0 0 65,645
ANALOG DEVICES INC COM 032654105 25,968,166 65,383 SH SOLE 0 0 65,383
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 364,208 4,420 SH SOLE 0 0 4,420
APPLE INC COM 037833100 81,089,244 280,237 SH SOLE 0 0 280,237
ASML HLDG NV N Y REGISTRY SHS N07059210 2,456,958 1,235 SH SOLE 0 0 1,235
AT&T INC COM 00206R102 1,039,723 50,228 SH SOLE 0 0 50,228
ATLANTA BRAVES HLDGS INC COM SER C 047726302 903,268 17,404 SH SOLE 0 0 17,404
AUTODESK INC COM 052769106 360,066 1,852 SH SOLE 0 0 1,852
AVALONBAY CMNTYS INC COM 053484101 8,219,714 43,562 SH SOLE 0 0 43,562
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,744,250 5 SH SOLE 0 0 5
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 322,752 645 SH SOLE 0 0 645
BLACKROCK INC COM 09290D101 18,065,334 18,788 SH SOLE 0 0 18,788
BLACKSTONE INC COM 09260D107 7,518,760 63,897 SH SOLE 0 0 63,897
BOEING CO COM 097023105 645,081 2,980 SH SOLE 0 0 2,980
BROADCOM INC COM 11135F101 15,533,982 41,122 SH SOLE 0 0 41,122
BWX TECHNOLOGIES INC COM 05605H100 5,613,317 28,838 SH SOLE 0 0 28,838
CANADIAN PACIFIC KANSAS CITY COM 13646K108 10,958,279 126,466 SH SOLE 0 0 126,466
CATERPILLAR INC COM 149123101 23,619,990 22,180 SH SOLE 0 0 22,180
CHENIERE ENERGY INC COM NEW 16411R208 321,250 1,344 SH SOLE 0 0 1,344
CHEVRON CORPORATION COM 166764100 5,724,853 34,537 SH SOLE 0 0 34,537
CINCINNATI FINL CORP COM 172062101 9,210,715 49,750 SH SOLE 0 0 49,750
CISCO SYS INC COM 17275R102 22,568,831 192,141 SH SOLE 0 0 192,141
CONSTELLATION BRANDS INC CL A 21036P108 3,089,745 22,214 SH SOLE 0 0 22,214
CONSTELLATION ENERGY CORP COM 21037T109 3,543,743 14,268 SH SOLE 0 0 14,268
COSTCO WHOLESALE CORPORATION COM 22160K105 6,622,291 7,079 SH SOLE 0 0 7,079
CRH PLC ORD G25508105 5,430,143 50,749 SH SOLE 0 0 50,749
CVS HEALTH CORP COM 126650100 687,529 6,646 SH SOLE 0 0 6,646
DEERE & CO COM 244199105 407,874 643 SH SOLE 0 0 643
DELTA AIR LINES INC COM NEW 247361702 1,578,171 16,850 SH SOLE 0 0 16,850
DISNEY WALT CO COM 254687106 597,841 6,211 SH SOLE 0 0 6,211
DOMINOS PIZZA INC COM 25754A201 1,013,049 3,422 SH SOLE 0 0 3,422
ELEVANCE HEALTH INC FORMERLY COM 036752103 205,740 532 SH SOLE 0 0 532
ELI LILLY & CO COM 532457108 24,521,147 20,444 SH SOLE 0 0 20,444
ENTEGRIS INC COM 29362U104 8,650,547 48,096 SH SOLE 0 0 48,096
ENTERGY CORP NEW COM 29364G103 1,738,291 15,134 SH SOLE 0 0 15,134
ENTERPRISE PRODS PARTNERS L COM 293792107 659,842 17,950 SH SOLE 0 0 17,950
ETFS GOLD TR PHYSCL GOLD SHS 00326A104 4,317,926 112,946 SH SOLE 0 0 112,946
EXELON CORP COM 30161N101 1,718,180 36,855 SH SOLE 0 0 36,855
EXXON MOBIL CORP COM 30231G102 15,363,883 112,375 SH SOLE 0 0 112,375
FATE THERAPEUTICS INC COM 31189P102 34,290 12,700 SH SOLE 0 0 12,700
FEDEX CORP COM 31428X106 350,706 1,120 SH SOLE 0 0 1,120
GARMIN LTD SHS H2906T109 4,779,780 20,122 SH SOLE 0 0 20,122
GENERAL DYNAMICS CORP COM 369550108 13,639,657 38,504 SH SOLE 0 0 38,504
GOLDMAN SACHS GROUP INC COM 38141G104 25,222,811 24,939 SH SOLE 0 0 24,939
GRACO INC COM 384109104 6,847,166 90,559 SH SOLE 0 0 90,559
HALLIBURTON CO COM 406216101 550,907 16,227 SH SOLE 0 0 16,227
HCA HEALTHCARE INC COM 40412C101 2,656,321 6,813 SH SOLE 0 0 6,813
HF SINCLAIR CORP COM 403949100 658,193 9,450 SH SOLE 0 0 9,450
HOME DEPOT INC COM 437076102 23,083,968 65,453 SH SOLE 0 0 65,453
HUNT J B TRANS SVCS INC COM 445658107 611,276 2,112 SH SOLE 0 0 2,112
INTEL CORP COM 458140100 751,768 5,384 SH SOLE 0 0 5,384
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,617,801 61,878 SH SOLE 0 0 61,878
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 2,073,527 12,836 SH SOLE 0 0 12,836
INVESCO QQQ TR UNIT SER 1 46090E103 9,474,832 12,866 SH SOLE 0 0 12,866
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 316,944 9,521 SH SOLE 0 0 9,521
ISHARES GOLD TR ISHARES NEW 464285204 50,749,289 672,087 SH SOLE 0 0 672,087
ISHARES TR CORE 60 BALA ETF 464289867 291,900 4,200 SH SOLE 0 0 4,200
ISHARES TR CORE S&P MCP ETF 464287507 242,897 3,150 SH SOLE 0 0 3,150
ISHARES TR CORE S&P SCP ETF 464287804 3,032,940 20,450 SH SOLE 0 0 20,450
ISHARES TR CORE S&P500 ETF 464287200 158,792,880 212,038 SH SOLE 0 0 212,038
ISHARES TR MSCI EMG MKT ETF 464287234 826,324 12,079 SH SOLE 0 0 12,079
ISHARES TR RUS 1000 GRW ETF 464287614 15,548,567 125,220 SH SOLE 0 0 125,220
ISHARES TR RUS MID CAP ETF 464287499 1,128,684 10,231 SH SOLE 0 0 10,231
ISHARES TR RUSSELL 2000 ETF 464287655 547,420 1,822 SH SOLE 0 0 1,822
ISHARES TR S&P 500 GRWT ETF 464287309 7,701,680 56,000 SH SOLE 0 0 56,000
ISHARES TR S&P 500 VAL ETF 464287408 21,067,535 92,784 SH SOLE 0 0 92,784
ISHARES TR S&P MC 400VL ETF 464287705 1,022,735 6,923 SH SOLE 0 0 6,923
ISHARES TR SELECT DIVID ETF 464287168 3,283,555 21,008 SH SOLE 0 0 21,008
ISHARES TR U.S. ENERGY ETF 464287796 499,407 8,825 SH SOLE 0 0 8,825
ISHARES TR US AER DEF ETF 464288760 547,869 2,260 SH SOLE 0 0 2,260
ISHARES TR US HLTHCARE ETF 464287762 251,288 3,750 SH SOLE 0 0 3,750
JOHNSON & JOHNSON COM 478160104 23,918,177 94,177 SH SOLE 0 0 94,177
JPMORGAN CHASE & CO COM 46625H100 42,414,710 129,578 SH SOLE 0 0 129,578
KINDER MORGAN INC DEL COM 49456B101 4,974,084 155,586 SH SOLE 0 0 155,586
KROGER CO COM 501044101 507,711 9,143 SH SOLE 0 0 9,143
L3HARRIS TECHNOLOGIES INC COM 502431109 11,723,582 40,344 SH SOLE 0 0 40,344
LAM RESEARCH CORP COM NEW 512807306 216,665 500 SH SOLE 0 0 500
LOCKHEED MARTIN CORP COM 539830109 12,805,277 25,135 SH SOLE 0 0 25,135
MARKEL GROUP INC COM 570535104 205,066 105 SH SOLE 0 0 105
MCDONALDS CORP COM 580135101 634,418 2,347 SH SOLE 0 0 2,347
MERCK & CO INC COM 58933Y105 12,786,136 99,503 SH SOLE 0 0 99,503
META PLATFORMS INC CL A 30303M102 26,911,186 47,775 SH SOLE 0 0 47,775
MICRON TECHNOLOGY INC COM 595112103 12,679,876 10,985 SH SOLE 0 0 10,985
MICROSOFT CORP COM 594918104 60,538,146 162,292 SH SOLE 0 0 162,292
MUELLER INDS INC COM 624756102 6,451,489 52,481 SH SOLE 0 0 52,481
MURPHY USA INC COM 626755102 556,114 1,032 SH SOLE 0 0 1,032
NATERA INC COM 632307104 2,423,234 8,927 SH SOLE 0 0 8,927
NETFLIX INC. COM 64110L106 4,753,455 66,575 SH SOLE 0 0 66,575
NEXPOINT RESIDENTIAL TR INC COM 65341D102 2,309,179 82,707 SH SOLE 0 0 82,707
NEXTERA ENERGY INC COM 65339F101 13,620,382 155,183 SH SOLE 0 0 155,183
NORTHROP GRUMMAN CORP COM 666807102 8,390,373 16,474 SH SOLE 0 0 16,474
NOVARTIS AG SPONSORED ADR 66987V109 8,259,457 52,702 SH SOLE 0 0 52,702
NVIDIA CORPORATION COM 67066G104 99,748,920 498,520 SH SOLE 0 0 498,520
NVIDIA CORPORATION COM 67066G104 4 2 SH Call SOLE 0 0 2
NVIDIA CORPORATION COM 67066G104 2,650 10 SH Put SOLE 0 0 10
NXP SEMICONDUCTORS N V COM N6596X109 705,385 2,510 SH SOLE 0 0 2,510
ONEOK INC NEW COM 682680103 1,494,846 17,194 SH SOLE 0 0 17,194
ORACLE CORP COM 68389X105 6,389,717 43,601 SH SOLE 0 0 43,601
PEPSICO INC COM 713448108 5,942,300 43,887 SH SOLE 0 0 43,887
PHILIP MORRIS INTL INC COM 718172109 10,407,571 57,529 SH SOLE 0 0 57,529
PROCTER & GAMBLE CO COM 742718109 12,622,356 86,077 SH SOLE 0 0 86,077
QUALCOMM INC COM 747525103 8,923,807 48,292 SH SOLE 0 0 48,292
QUEST DIAGNOSTICS INC COM 74834L100 2,829,109 13,348 SH SOLE 0 0 13,348
REGIONS FINANCIAL CORP NEW COM 7591EP100 427,602 14,159 SH SOLE 0 0 14,159
RELX PLC SPONSORED ADR 759530108 5,618,638 177,412 SH SOLE 0 0 177,412
RTX CORPORATION COM 75513E101 15,224,071 80,241 SH SOLE 0 0 80,241
SAIA INC COM 78709Y105 996,465 2,366 SH SOLE 0 0 2,366
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1,117,397 35,238 SH SOLE 0 0 35,238
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 383,549 13,033 SH SOLE 0 0 13,033
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 843,278 5,315 SH SOLE 0 0 5,315
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 623,724 11,744 SH SOLE 0 0 11,744
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 281,453 5,250 SH SOLE 0 0 5,250
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 356,568 1,925 SH SOLE 0 0 1,925
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 629,671 7,580 SH SOLE 0 0 7,580
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 8,001,840 42,000 SH SOLE 0 0 42,000
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1,013,802 22,360 SH SOLE 0 0 22,360
SERVICENOW INC COM 81762P102 10,296,428 103,711 SH SOLE 0 0 103,711
SLB LIMITED COM STK 806857108 6,114,272 131,518 SH SOLE 0 0 131,518
SOUTHERN CO COM 842587107 369,345 3,859 SH SOLE 0 0 3,859
SPDR GOLD TR GOLD SHS 78463V107 3,773,685 10,244 SH SOLE 0 0 10,244
SPDR SERIES TRUST ST STR SP DIV 78464A763 3,137,191 20,615 SH SOLE 0 0 20,615
STARBUCKS CORP COM 855244109 6,465,970 63,274 SH SOLE 0 0 63,274
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 5,788,081 11,080 SH SOLE 0 0 11,080
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,301,620 1,743 SH SOLE 0 0 1,743
SUNBELT RENTALS HOLDINGS INC SHS 866966104 7,020,919 93,850 SH SOLE 0 0 93,850
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,213,059 4,634 SH SOLE 0 0 4,634
TESLA INC COM 88160R101 3,328,208 7,913 SH SOLE 0 0 7,913
T-MOBILE US INC COM 872590104 870,351 5,189 SH SOLE 0 0 5,189
UFP INDUSTRIES INC COM 90278Q108 4,282,021 47,190 SH SOLE 0 0 47,190
UNILEVER PLC SPON ADR NEW 904767803 745,368 12,398 SH SOLE 0 0 12,398
UNION PAC CORP COM 907818108 337,562 1,241 SH SOLE 0 0 1,241
UNITED PARCEL SVCS INC CL B 911312106 266,206 2,476 SH SOLE 0 0 2,476
UNITEDHEALTH GROUP INC COM 91324P102 1,870,358 4,500 SH SOLE 0 0 4,500
VALERO ENERGY CORP COM 91913Y100 9,989,925 38,358 SH SOLE 0 0 38,358
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 718,195 2,917 SH SOLE 0 0 2,917
VANGUARD INDEX FDS GROWTH ETF 922908736 930,312 10,800 SH SOLE 0 0 10,800
VANGUARD INDEX FDS MID CAP ETF 922908629 227,691 2,826 SH SOLE 0 0 2,826
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2,089,156 21,665 SH SOLE 0 0 21,665
VANGUARD INDEX FDS SML CP GRW ETF 922908595 493,695 1,350 SH SOLE 0 0 1,350
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 566,656 6,400 SH SOLE 0 0 6,400
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 531,113 1,568 SH SOLE 0 0 1,568
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 1,008,704 2,799 SH SOLE 0 0 2,799
VANGUARD WORLD FD MATERIALS ETF 92204A801 870,088 3,803 SH SOLE 0 0 3,803
VERTIV HOLDINGS CO COM CL A 92537N108 470,087 1,404 SH SOLE 0 0 1,404
VISA INC COM CL A 92826C839 15,920,200 46,402 SH SOLE 0 0 46,402
VULCAN MATLS CO COM 929160109 39,341,649 133,357 SH SOLE 0 0 133,357
WALMART INC COM 931142103 2,753,878 24,315 SH SOLE 0 0 24,315
WELLS FARGO & CO COM 949746101 366,178 4,431 SH SOLE 0 0 4,431
WISDOMTREE TR US QTLY DIV GRT 97717X669 2,082,508 21,779 SH SOLE 0 0 21,779