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
Boston Scientific Corp Common Stock 101137107 5,376,119 56,383 SH SOLE 56,383 0 0
Bristol-Myers Squibb Co Common Stock 110122108 6,691,850 124,061 SH SOLE 124,061 0 0
Brown & Brown Inc Common Stock 115236101 466,086 5,848 SH SOLE 5,848 0 0
Cigna Group/The Common Stock 125523100 5,187,810 18,849 SH SOLE 18,849 0 0
CVS Health Corp Common Stock 126650100 5,296,169 66,736 SH SOLE 66,736 0 0
Coterra Energy Inc Common Stock 127097103 13,208,613 501,847 SH SOLE 501,847 0 0
Caterpillar Inc Common Stock 149123101 4,712,429 8,226 SH SOLE 8,226 0 0
Expand Energy Corp Common Stock 165167735 12,466,376 112,961 SH SOLE 112,961 0 0
Chevron Corp Common Stock 166764100 16,167,958 106,082 SH SOLE 106,082 0 0
Citigroup Inc Common Stock 172967424 6,101,370 52,287 SH SOLE 52,287 0 0
Citizens Financial Group Inc Common Stock 174610105 176,106 3,015 SH SOLE 3,015 0 0
Coca-Cola Co/The Common Stock 191216100 4,601,546 65,821 SH SOLE 65,821 0 0
Colgate-Palmolive Co Common Stock 194162103 4,370,833 55,313 SH SOLE 55,313 0 0
Consolidated Edison Inc Common Stock 209115104 4,326,181 43,558 SH SOLE 43,558 0 0
Corpay Inc Common Stock 219948106 286,786 953 SH SOLE 953 0 0
Cullen/Frost Bankers Inc Common Stock 229899109 126,757 1,001 SH SOLE 1,001 0 0
Danaher Corp Common Stock 235851102 6,413,194 28,015 SH SOLE 28,015 0 0
Digital Realty Trust Inc REIT 253868103 3,960,421 25,599 SH SOLE 25,599 0 0
Ecolab Inc Common Stock 278865100 4,026,794 15,339 SH SOLE 15,339 0 0
Emerson Electric Co Common Stock 291011104 4,442,935 33,476 SH SOLE 33,476 0 0
Fastenal Co Common Stock 311900104 3,617,037 90,133 SH SOLE 90,133 0 0
Fifth Third Bancorp Common Stock 316773100 414,830 8,862 SH SOLE 8,862 0 0
First Horizon Corp Common Stock 320517105 170,192 7,121 SH SOLE 7,121 0 0
Franco-Nevada Corp Common Stock 351858105 20,122,121 97,077 SH SOLE 97,077 0 0
Arthur J Gallagher & Co Common Stock 363576109 682,947 2,639 SH SOLE 2,639 0 0
General Dynamics Corp Common Stock 369550108 4,181,654 12,421 SH SOLE 12,421 0 0
General Electric Co Common Stock 369604301 25,420,792 82,527 SH SOLE 82,527 0 0
Gilead Sciences Inc Common Stock 375558103 5,945,648 48,441 SH SOLE 48,441 0 0
WW Grainger Inc Common Stock 384802104 4,474,128 4,434 SH SOLE 4,434 0 0
Halliburton Co Common Stock 406216101 13,528,514 478,716 SH SOLE 478,716 0 0
Hamilton Lane Inc Common Stock 407497106 373,785 2,783 SH SOLE 2,783 0 0
Hancock Whitney Corp Common Stock 410120109 223,835 3,515 SH SOLE 3,515 0 0
Hanover Insurance Group Inc/The Common Stock 410867105 506,638 2,772 SH SOLE 2,772 0 0
Harmony Gold Mining Co Ltd ADR 413216300 21,152,944 1,062,962 SH SOLE 1,062,962 0 0
Hartford Insurance Group Inc/The Common Stock 416515104 444,405 3,225 SH SOLE 3,225 0 0
Home BancShares Inc/AR Common Stock 436893200 130,427 4,695 SH SOLE 4,695 0 0
Home Depot Inc/The Common Stock 437076102 20,084,085 58,367 SH SOLE 58,367 0 0
Houlihan Lokey Inc Common Stock 441593100 301,349 1,730 SH SOLE 1,730 0 0
Huntington Bancshares Inc/OH Common Stock 446150104 653,228 37,650 SH SOLE 37,650 0 0
Illinois Tool Works Inc Common Stock 452308109 4,210,745 17,096 SH SOLE 17,096 0 0
International Business Machines Corp Common Stock 459200101 4,342,439 14,660 SH SOLE 14,660 0 0
Intuit Inc Common Stock 461202103 34,222,604 51,663 SH SOLE 51,663 0 0
iShares 20(plus) Year Treasury Bond ETF ETP 464287432 114,299,096 1,311,371 SH SOLE 1,311,371 0 0
Johnson & Johnson Common Stock 478160104 40,656,983 196,458 SH SOLE 196,458 0 0
Kemper Corp Common Stock 488401100 220,619 5,442 SH SOLE 5,442 0 0
Kimberly-Clark Corp Common Stock 494368103 3,674,817 36,424 SH SOLE 36,424 0 0
Kinross Gold Corp Common Stock 496902404 24,038,221 853,630 SH SOLE 853,630 0 0
Eli Lilly & Co Common Stock 532457108 42,556,253 39,599 SH SOLE 39,599 0 0
Lowe's Cos Inc Common Stock 548661107 4,460,978 18,498 SH SOLE 18,498 0 0
MGIC Investment Corp Common Stock 552848103 270,986 9,274 SH SOLE 9,274 0 0
MVB Financial Corp Common Stock 553810102 152,939 5,921 SH SOLE 5,921 0 0
Marsh & McLennan Cos Inc Common Stock 571748102 6,009,178 32,391 SH SOLE 32,391 0 0
McDonald's Corp Common Stock 580135101 4,404,740 14,412 SH SOLE 14,412 0 0
Microsoft Corp Common Stock 594918104 57,466,147 118,825 SH SOLE 118,825 0 0
Morgan Stanley Common Stock 617446448 5,958,972 33,566 SH SOLE 33,566 0 0
Nasdaq Inc Common Stock 631103108 278,472 2,867 SH SOLE 2,867 0 0
Newmont Corp Common Stock 651639106 24,445,876 244,826 SH SOLE 244,826 0 0
Occidental Petroleum Corp Common Stock 674599105 11,457,142 278,627 SH SOLE 278,627 0 0
Old National Bancorp/IN Common Stock 680033107 527,988 23,666 SH SOLE 23,666 0 0
PNC Financial Services Group Inc/The Common Stock 693475105 1,007,540 4,827 SH SOLE 4,827 0 0
Pan American Silver Corp Common Stock 697900108 26,399,423 509,543 SH SOLE 509,543 0 0
PepsiCo Inc Common Stock 713448108 4,517,866 31,479 SH SOLE 31,479 0 0
Pfizer Inc Common Stock 717081103 5,570,379 223,710 SH SOLE 223,710 0 0
Phillips 66 Common Stock 718546104 12,072,982 93,560 SH SOLE 93,560 0 0
Popular Inc Common Stock 733174700 594,085 4,771 SH SOLE 4,771 0 0
Procter & Gamble Co/The Common Stock 742718109 4,137,073 28,868 SH SOLE 28,868 0 0
Progressive Corp/The Common Stock 743315103 6,715,235 29,489 SH SOLE 29,489 0 0
Prosperity Bancshares Inc Common Stock 743606105 499,389 7,226 SH SOLE 7,226 0 0
QUALCOMM Inc Common Stock 747525103 36,668,160 214,371 SH SOLE 214,371 0 0
Realty Income Corp REIT 756109104 8,419,141 149,355 SH SOLE 149,355 0 0
Reinsurance Group of America Inc Common Stock 759351604 112,920 555 SH SOLE 555 0 0
Roper Technologies Inc Common Stock 776696106 3,707,933 8,330 SH SOLE 8,330 0 0
Royal Gold Inc Common Stock 780287108 22,345,702 100,525 SH SOLE 100,525 0 0
SLB Ltd Common Stock 806857108 13,740,309 358,007 SH SOLE 358,007 0 0
Charles Schwab Corp/The Common Stock 808513105 6,114,792 61,203 SH SOLE 61,203 0 0
Seacoast Banking Corp of Florida Common Stock 811707801 262,514 8,355 SH SOLE 8,355 0 0
Sherwin-Williams Co/The Common Stock 824348106 4,229,564 13,053 SH SOLE 13,053 0 0
Simon Property Group Inc REIT 828806109 4,548,153 24,570 SH SOLE 24,570 0 0
Block Inc Common Stock 852234103 502,495 7,720 SH SOLE 7,720 0 0
Stifel Financial Corp Common Stock 860630102 205,236 1,639 SH SOLE 1,639 0 0
Stryker Corp Common Stock 863667101 5,188,049 14,761 SH SOLE 14,761 0 0
Sysco Corp Common Stock 871829107 4,025,758 54,631 SH SOLE 54,631 0 0
TPG Inc Common Stock 872657101 321,051 5,029 SH SOLE 5,029 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 6,319,482 10,906 SH SOLE 10,906 0 0
Tradeweb Markets Inc Common Stock 892672106 611,688 5,688 SH SOLE 5,688 0 0
UMB Financial Corp Common Stock 902788108 576,926 5,015 SH SOLE 5,015 0 0
Vanguard Extended Duration Treasury ETF ETP 921910709 14,991,696 230,606 SH SOLE 230,606 0 0
Vanguard S&P 500 ETF ETP 922908363 81,676,784 130,239 SH SOLE 130,239 0 0
Voya Financial Inc Common Stock 929089100 218,256 2,930 SH SOLE 2,930 0 0
WSFS Financial Corp Common Stock 929328102 249,464 4,516 SH SOLE 4,516 0 0
Walmart Inc Common Stock 931142103 31,555,211 283,235 SH SOLE 283,235 0 0
Webster Financial Corp Common Stock 947890109 483,883 7,688 SH SOLE 7,688 0 0
Wells Fargo & Co Common Stock 949746101 6,777,597 72,721 SH SOLE 72,721 0 0
Western Alliance Bancorp Common Stock 957638109 292,984 3,485 SH SOLE 3,485 0 0
Wheaton Precious Metals Corp Common Stock 962879102 20,289,475 172,647 SH SOLE 172,647 0 0
Zions Bancorp NA Common Stock 989701107 299,022 5,108 SH SOLE 5,108 0 0
AbbVie Inc Common Stock 00287Y109 5,576,755 24,407 SH SOLE 24,407 0 0
Ally Financial Inc Common Stock 02005N100 465,491 10,278 SH SOLE 10,278 0 0
Alphabet Inc Common Stock 02079K305 70,716,403 225,931 SH SOLE 225,931 0 0
American Tower Corp REIT 03027X100 4,083,056 23,256 SH SOLE 23,256 0 0
Ameriprise Financial Inc Common Stock 03076C106 112,778 230 SH SOLE 230 0 0
Ameris Bancorp Common Stock 03076K108 223,701 3,012 SH SOLE 3,012 0 0
Apollo Global Management Inc Common Stock 03769M106 424,726 2,934 SH SOLE 2,934 0 0
AppLovin Corp Common Stock 03831W108 37,546,598 55,722 SH SOLE 55,722 0 0
Ares Management Corp Common Stock 03990B101 584,777 3,618 SH SOLE 3,618 0 0
BOK Financial Corp Common Stock 05561Q201 169,635 1,432 SH SOLE 1,432 0 0
Baker Hughes Co Common Stock 05722G100 11,670,080 256,260 SH SOLE 256,260 0 0
Bank OZK Common Stock 06417N103 202,994 4,411 SH SOLE 4,411 0 0
Barrick Mining Corp Common Stock 06849F108 25,143,375 577,345 SH SOLE 577,345 0 0
Blackstone Inc Common Stock 09260D107 5,518,058 35,799 SH SOLE 35,799 0 0
Blackrock Inc Common Stock 09290D101 5,383,810 5,030 SH SOLE 5,030 0 0
Blue Owl Capital Inc Common Stock 09581B103 323,765 21,671 SH SOLE 21,671 0 0
Booking Holdings Inc Common Stock 09857L108 35,259,493 6,584 SH SOLE 6,584 0 0
Broadridge Financial Solutions Inc Common Stock 11133T103 169,609 760 SH SOLE 760 0 0
Broadcom Inc Common Stock 11135F101 62,125,642 179,502 SH SOLE 179,502 0 0
Cboe Global Markets Inc Common Stock 12503M108 167,417 667 SH SOLE 667 0 0
CBRE Group Inc Common Stock 12504L109 4,465,942 27,775 SH SOLE 27,775 0 0
CME Group Inc Common Stock 12572Q105 165,213 605 SH SOLE 605 0 0
Cadence Bank Common Stock 12740C103 398,155 9,294 SH SOLE 9,294 0 0
Capital One Financial Corp Common Stock 14040H105 7,177,734 29,616 SH SOLE 29,616 0 0
Carlyle Group Inc/The Common Stock 14316J108 294,131 4,976 SH SOLE 4,976 0 0
Cisco Systems Inc Common Stock 17275R102 28,186,355 365,914 SH SOLE 365,914 0 0
Coastal Financial Corp/WA Common Stock 19046P209 159,968 1,396 SH SOLE 1,396 0 0
ConocoPhillips Common Stock 20825C104 12,343,040 131,856 SH SOLE 131,856 0 0
Corebridge Financial Inc Common Stock 21871X109 182,468 6,048 SH SOLE 6,048 0 0
Crown Castle Inc REIT 22822V101 4,245,853 47,776 SH SOLE 47,776 0 0
Customers Bancorp Inc Common Stock 23204G100 164,812 2,254 SH SOLE 2,254 0 0
Devon Energy Corp Common Stock 25179M103 13,227,972 361,124 SH SOLE 361,124 0 0
Diamondback Energy Inc Common Stock 25278X109 13,016,173 86,584 SH SOLE 86,584 0 0
EOG Resources Inc Common Stock 26875P101 11,772,356 112,107 SH SOLE 112,107 0 0
EQT Corp Common Stock 26884L109 12,256,980 228,675 SH SOLE 228,675 0 0
East West Bancorp Inc Common Stock 27579R104 425,059 3,782 SH SOLE 3,782 0 0
Equinix Inc REIT 29444U700 4,180,169 5,456 SH SOLE 5,456 0 0
Evercore Inc Common Stock 29977A105 227,287 668 SH SOLE 668 0 0
F&G Annuities & Life Inc Common Stock 30190A104 7,928 257 SH SOLE 257 0 0
Exxon Mobil Corp Common Stock 30231G102 43,663,805 362,837 SH SOLE 362,837 0 0
Meta Platforms Inc Common Stock 30303M102 54,344,550 82,329 SH SOLE 82,329 0 0
Fidelity National Financial Inc Common Stock 31620R303 341,406 6,254 SH SOLE 6,254 0 0
First American Financial Corp Common Stock 31847R102 326,799 5,319 SH SOLE 5,319 0 0
Gold Fields Ltd ADR 38059T106 21,928,060 502,246 SH SOLE 502,246 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 6,347,259 7,221 SH SOLE 7,221 0 0
HDFC Bank Ltd ADR 40415F101 1,105,993 30,268 SH SOLE 30,268 0 0
Intercontinental Exchange Inc Common Stock 45866F104 6,676,153 41,221 SH SOLE 41,221 0 0
Intuitive Surgical Inc Common Stock 46120E602 6,463,300 11,412 SH SOLE 11,412 0 0
Invesco Nasdaq 100 ETF ETP 46138G649 34,008,888 134,465 SH SOLE 134,465 0 0
iShares 0-3 Month Treasury Bond ETF ETP 46436E718 159,165,539 1,585,630 SH SOLE 1,585,630 0 0
JPMorgan Chase & Co Common Stock 46625H100 32,119,856 99,683 SH SOLE 99,683 0 0
Jackson Financial Inc Common Stock 46817M107 163,814 1,536 SH SOLE 1,536 0 0
Jefferies Financial Group Inc Common Stock 47233W109 283,637 4,577 SH SOLE 4,577 0 0
KKR & Co Inc Common Stock 48251W104 5,662,279 44,417 SH SOLE 44,417 0 0
Kinsale Capital Group Inc Common Stock 49714P108 229,196 586 SH SOLE 586 0 0
LPL Financial Holdings Inc Common Stock 50212V100 654,693 1,833 SH SOLE 1,833 0 0
Live Oak Bancshares Inc Common Stock 53803X105 215,958 6,287 SH SOLE 6,287 0 0
M&T Bank Corp Common Stock 55261F104 910,488 4,519 SH SOLE 4,519 0 0
MSCI Inc Common Stock 55354G100 526,684 918 SH SOLE 918 0 0
Marathon Petroleum Corp Common Stock 56585A102 11,392,069 70,049 SH SOLE 70,049 0 0
MarketAxess Holdings Inc Common Stock 57060D108 224,569 1,239 SH SOLE 1,239 0 0
Mastercard Inc Common Stock 57636Q104 6,772,349 11,863 SH SOLE 11,863 0 0
McKesson Corp Common Stock 58155Q103 5,997,140 7,311 SH SOLE 7,311 0 0
Merck & Co Inc Common Stock 58933Y105 6,754,534 64,170 SH SOLE 64,170 0 0
MetLife Inc Common Stock 59156R108 374,965 4,750 SH SOLE 4,750 0 0
Netflix Inc Common Stock 64110L106 46,830,588 499,473 SH SOLE 499,473 0 0
NextEra Energy Inc Common Stock 65339F101 30,931,563 385,296 SH SOLE 385,296 0 0
NVIDIA Corp Common Stock 67066G104 62,222,928 333,635 SH SOLE 333,635 0 0
Oracle Corp Common Stock 68389X105 14,758,780 75,721 SH SOLE 75,721 0 0
Palantir Technologies Inc Common Stock 69608A108 60,615,416 341,015 SH SOLE 341,015 0 0
Palomar Holdings Inc Common Stock 69753M105 684,716 5,081 SH SOLE 5,081 0 0
Pinnacle Financial Partners Inc/Reorg Common Stock 72346Q104 505,673 5,300 SH SOLE 5,300 0 0
Primerica Inc Common Stock 74164M108 182,661 707 SH SOLE 707 0 0
Prologis Inc REIT 74340W103 32,221,129 252,398 SH SOLE 252,398 0 0
Public Storage REIT 74460D109 4,051,314 15,612 SH SOLE 15,612 0 0
Regions Financial Corp Common Stock 7591EP100 259,076 9,560 SH SOLE 9,560 0 0
Ryan Specialty Holdings Inc Common Stock 78351F107 603,038 11,680 SH SOLE 11,680 0 0
S&P Global Inc Common Stock 78409V104 11,400,301 21,815 SH SOLE 21,815 0 0
State Street Technology Select Sector SPDR ETF ETP 81369Y803 136,736,371 949,756 SH SOLE 949,756 0 0
Synovus Financial Corp Common Stock 87161C501 215,015 4,296 SH SOLE 4,296 0 0
Tesla Inc Common Stock 88160R101 63,313,380 140,784 SH SOLE 140,784 0 0
Truist Financial Corp Common Stock 89832Q109 594,801 12,087 SH SOLE 12,087 0 0
UnitedHealth Group Inc Common Stock 91324P102 5,270,866 15,967 SH SOLE 15,967 0 0
Unum Group Common Stock 91529Y106 470,348 6,069 SH SOLE 6,069 0 0
Valero Energy Corp Common Stock 91913Y100 11,931,693 73,295 SH SOLE 73,295 0 0
Vanguard Long-Term Treasury ETF ETP 92206C847 63,339,752 1,135,121 SH SOLE 1,135,121 0 0
Vertex Pharmaceuticals Inc Common Stock 92532F100 6,446,779 14,220 SH SOLE 14,220 0 0
Visa Inc Common Stock 92826C839 32,222,183 91,877 SH SOLE 91,877 0 0
Welltower Inc REIT 95040Q104 4,148,755 22,352 SH SOLE 22,352 0 0
Wintrust Financial Corp Common Stock 97650W108 259,506 1,856 SH SOLE 1,856 0 0
Anglogold Ashanti Plc Common Stock G0378L100 25,126,558 294,636 SH SOLE 294,636 0 0
Aon PLC Common Stock G0403H108 761,515 2,158 SH SOLE 2,158 0 0
Arch Capital Group Ltd Common Stock G0450A105 406,797 4,241 SH SOLE 4,241 0 0
Axis Capital Holdings Ltd Common Stock G0692U109 171,987 1,606 SH SOLE 1,606 0 0
Essent Group Ltd Common Stock G3198U102 333,631 5,132 SH SOLE 5,132 0 0
Linde PLC Common Stock G54950103 3,942,402 9,246 SH SOLE 9,246 0 0
Medtronic PLC Common Stock G5960L103 9,799,177 102,011 SH SOLE 102,011 0 0
NU Holdings Ltd/Cayman Islands Common Stock G6683N103 378,324 22,600 SH SOLE 22,600 0 0
RenaissanceRe Holdings Ltd Common Stock G7496G103 245,734 874 SH SOLE 874 0 0
Willis Towers Watson PLC Common Stock G96629103 305,927 931 SH SOLE 931 0 0
Chubb Ltd Common Stock H1467J104 11,790,333 37,775 SH SOLE 37,775 0 0
Agnico Eagle Mines Ltd Common Stock 008474108 21,541,329 127,065 SH SOLE 127,065 0 0
Alamos Gold Inc Common Stock 011532108 23,335,692 604,865 SH SOLE 604,865 0 0
Berkshire Hathaway Inc Common Stock 084670702 31,075,834 61,824 SH SOLE 61,824 0 0
Bank of America Corp Common Stock 060505104 6,998,530 127,246 SH SOLE 127,246 0 0
American Express Co Common Stock 025816109 5,845,210 15,800 SH SOLE 15,800 0 0
Travelers Cos Inc/The Common Stock 89417E109 324,287 1,118 SH SOLE 1,118 0 0
Allstate Corp/The Common Stock 020002101 747,675 3,592 SH SOLE 3,592 0 0
Globe Life Inc Common Stock 37959E102 210,349 1,504 SH SOLE 1,504 0 0
W R Berkley Corp Common Stock 084423102 191,989 2,738 SH SOLE 2,738 0 0
SOUTHSTATE BANK CORP Common Stock 84472E102 623,479 6,625 SH SOLE 6,625 0 0
Abbott Laboratories Common Stock 002824100 5,205,800 41,550 SH SOLE 41,550 0 0
Amgen Inc Common Stock 031162100 6,252,603 19,103 SH SOLE 19,103 0 0
Apple Inc Common Stock 037833100 65,027,553 239,195 SH SOLE 239,195 0 0
Amazon.com Inc Common Stock 023135106 61,886,766 268,117 SH SOLE 268,117 0 0
Advanced Micro Devices Inc Common Stock 007903107 62,741,813 292,967 SH SOLE 292,967 0 0
RTX Corp Common Stock 75513E101 28,513,198 155,470 SH SOLE 155,470 0 0
Becton Dickinson & Co Common Stock 075887109 4,381,712 22,578 SH SOLE 22,578 0 0
Air Products and Chemicals Inc Common Stock 009158106 4,051,375 16,401 SH SOLE 16,401 0 0
Target Corp Common Stock 87612E106 4,587,896 46,935 SH SOLE 46,935 0 0
Automatic Data Processing Inc Common Stock 053015103 3,819,608 14,849 SH SOLE 14,849 0 0
Aflac Inc Common Stock 001055102 4,138,764 37,533 SH SOLE 37,533 0 0