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 4,160,079 46,575 SH SOLE 46,575 0 0
Bristol-Myers Squibb Co Common Stock 110122108 4,047,151 71,555 SH SOLE 71,555 0 0
Brown & Brown Inc Common Stock 115236101 326,770 3,203 SH SOLE 3,203 0 0
Cigna Group/The Common Stock 125523100 3,053,004 11,056 SH SOLE 11,056 0 0
Camden Property Trust REIT 133131102 131,705 1,135 SH SOLE 1,135 0 0
Caterpillar Inc Common Stock 149123101 16,496,874 45,476 SH SOLE 45,476 0 0
Chevron Corp Common Stock 166764100 7,237,655 49,970 SH SOLE 49,970 0 0
Citigroup Inc Common Stock 172967424 4,651,301 66,079 SH SOLE 66,079 0 0
Citizens Financial Group Inc Common Stock 174610105 675,173 15,429 SH SOLE 15,429 0 0
Corpay Inc Common Stock 219948106 289,011 854 SH SOLE 854 0 0
Cullen/Frost Bankers Inc Common Stock 229899109 252,793 1,883 SH SOLE 1,883 0 0
Danaher Corp Common Stock 235851102 3,286,238 14,316 SH SOLE 14,316 0 0
Digital Realty Trust Inc REIT 253868103 3,079,335 17,365 SH SOLE 17,365 0 0
Enterprise Financial Services Corp Common Stock 293712105 114,154 2,024 SH SOLE 2,024 0 0
First Horizon Corp Common Stock 320517105 329,208 16,346 SH SOLE 16,346 0 0
Fiserv Inc Common Stock 337738108 3,666,336 17,848 SH SOLE 17,848 0 0
Franco-Nevada Corp Common Stock 351858105 6,191,114 52,650 SH SOLE 52,650 0 0
Arthur J Gallagher & Co Common Stock 363576109 148,170 522 SH SOLE 522 0 0
General Electric Co Common Stock 369604301 14,930,540 89,517 SH SOLE 89,517 0 0
Gilead Sciences Inc Common Stock 375558103 4,080,722 44,178 SH SOLE 44,178 0 0
Halliburton Co Common Stock 406216101 6,732,353 247,604 SH SOLE 247,604 0 0
Hamilton Lane Inc Common Stock 407497106 183,730 1,241 SH SOLE 1,241 0 0
Hancock Whitney Corp Common Stock 410120109 219,865 4,018 SH SOLE 4,018 0 0
Hanover Insurance Group Inc/The Common Stock 410867105 383,711 2,481 SH SOLE 2,481 0 0
Hartford Insurance Group Inc/The Common Stock 416515104 426,879 3,902 SH SOLE 3,902 0 0
Home BancShares Inc/AR Common Stock 436893200 247,087 8,731 SH SOLE 8,731 0 0
Houlihan Lokey Inc Common Stock 441593100 298,001 1,716 SH SOLE 1,716 0 0
Intuit Inc Common Stock 461202103 21,604,059 34,374 SH SOLE 34,374 0 0
iShares 20(plus) Year Treasury Bond ETF ETP 464287432 78,389,155 897,620 SH SOLE 897,620 0 0
Johnson & Johnson Common Stock 478160104 18,494,006 127,880 SH SOLE 127,880 0 0
Kemper Corp Common Stock 488401100 622,809 9,374 SH SOLE 9,374 0 0
KeyCorp Common Stock 493267108 260,597 15,204 SH SOLE 15,204 0 0
Kinross Gold Corp Common Stock 496902404 7,483,087 807,237 SH SOLE 807,237 0 0
Eli Lilly & Co Common Stock 532457108 17,460,324 22,617 SH SOLE 22,617 0 0
MGIC Investment Corp Common Stock 552848103 322,527 13,603 SH SOLE 13,603 0 0
Marsh & McLennan Cos Inc Common Stock 571748102 3,559,567 16,758 SH SOLE 16,758 0 0
Microsoft Corp Common Stock 594918104 38,453,445 91,230 SH SOLE 91,230 0 0
Morgan Stanley Common Stock 617446448 4,002,925 31,840 SH SOLE 31,840 0 0
Nasdaq Inc Common Stock 631103108 374,412 4,843 SH SOLE 4,843 0 0
Newmont Corp Common Stock 651639106 5,692,799 152,950 SH SOLE 152,950 0 0
Occidental Petroleum Corp Common Stock 674599105 6,872,635 139,094 SH SOLE 139,094 0 0
Pan American Silver Corp Common Stock 697900108 7,090,608 350,673 SH SOLE 350,673 0 0
Pfizer Inc Common Stock 717081103 3,544,275 133,595 SH SOLE 133,595 0 0
Phillips 66 Common Stock 718546104 6,319,469 55,468 SH SOLE 55,468 0 0
Popular Inc Common Stock 733174700 639,232 6,796 SH SOLE 6,796 0 0
Procter & Gamble Co/The Common Stock 742718109 16,246,291 96,906 SH SOLE 96,906 0 0
Progressive Corp/The Common Stock 743315103 4,034,793 16,839 SH SOLE 16,839 0 0
Prosperity Bancshares Inc Common Stock 743606105 506,653 6,724 SH SOLE 6,724 0 0
QUALCOMM Inc Common Stock 747525103 21,114,762 137,448 SH SOLE 137,448 0 0
Raymond James Financial Inc Common Stock 754730109 216,996 1,397 SH SOLE 1,397 0 0
Realty Income Corp REIT 756109104 2,515,825 47,104 SH SOLE 47,104 0 0
Royal Gold Inc Common Stock 780287108 6,589,072 49,974 SH SOLE 49,974 0 0
SLB Ltd Common Stock 806857108 6,479,537 169,002 SH SOLE 169,002 0 0
Charles Schwab Corp/The Common Stock 808513105 3,471,735 46,909 SH SOLE 46,909 0 0
Seacoast Banking Corp of Florida Common Stock 811707801 173,329 6,296 SH SOLE 6,296 0 0
Simon Property Group Inc REIT 828806109 2,976,650 17,285 SH SOLE 17,285 0 0
State Street Corp Common Stock 857477103 618,345 6,300 SH SOLE 6,300 0 0
Stifel Financial Corp Common Stock 860630102 194,869 1,837 SH SOLE 1,837 0 0
Stryker Corp Common Stock 863667101 3,895,741 10,820 SH SOLE 10,820 0 0
TPG Inc Common Stock 872657101 229,492 3,652 SH SOLE 3,652 0 0
Texas Instruments Inc Common Stock 882508104 21,006,370 112,028 SH SOLE 112,028 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 3,350,281 6,440 SH SOLE 6,440 0 0
Tradeweb Markets Inc Common Stock 892672106 530,881 4,055 SH SOLE 4,055 0 0
UMB Financial Corp Common Stock 902788108 474,915 4,208 SH SOLE 4,208 0 0
US Bancorp Common Stock 902973304 176,971 3,700 SH SOLE 3,700 0 0
Vanguard Extended Duration Treasury ETF ETP 921910709 12,839,644 189,599 SH SOLE 189,599 0 0
Voya Financial Inc Common Stock 929089100 302,577 4,396 SH SOLE 4,396 0 0
WSFS Financial Corp Common Stock 929328102 90,693 1,707 SH SOLE 1,707 0 0
Webster Financial Corp Common Stock 947890109 473,567 8,576 SH SOLE 8,576 0 0
Wells Fargo & Co Common Stock 949746101 4,732,350 67,374 SH SOLE 67,374 0 0
Western Alliance Bancorp Common Stock 957638109 478,434 5,727 SH SOLE 5,727 0 0
Wheaton Precious Metals Corp Common Stock 962879102 6,762,016 120,235 SH SOLE 120,235 0 0
Zions Bancorp NA Common Stock 989701107 218,899 4,035 SH SOLE 4,035 0 0
AbbVie Inc Common Stock 00287Y109 3,564,662 20,060 SH SOLE 20,060 0 0
Adobe Inc Common Stock 00724F101 34,431,572 77,430 SH SOLE 77,430 0 0
Ally Financial Inc Common Stock 02005N100 365,934 10,162 SH SOLE 10,162 0 0
Alphabet Inc Common Stock 02079K305 45,337,918 239,503 SH SOLE 239,503 0 0
American Tower Corp REIT 03027X100 2,343,613 12,778 SH SOLE 12,778 0 0
Ameriprise Financial Inc Common Stock 03076C106 137,367 258 SH SOLE 258 0 0
Ameris Bancorp Common Stock 03076K108 228,631 3,654 SH SOLE 3,654 0 0
Apollo Global Management Inc Common Stock 03769M106 1,285,771 7,785 SH SOLE 7,785 0 0
Ares Management Corp Common Stock 03990B101 1,009,602 5,703 SH SOLE 5,703 0 0
Ares Capital Corp Common Stock 04010L103 792,418 36,200 SH SOLE 36,200 0 0
BOK Financial Corp Common Stock 05561Q201 313,921 2,949 SH SOLE 2,949 0 0
Baker Hughes Co Common Stock 05722G100 7,335,976 178,839 SH SOLE 178,839 0 0
Bank OZK Common Stock 06417N103 220,468 4,951 SH SOLE 4,951 0 0
Blackstone Inc Common Stock 09260D107 3,859,622 22,385 SH SOLE 22,385 0 0
Blackrock Inc Common Stock 09290D101 3,986,653 3,889 SH SOLE 3,889 0 0
Blue Owl Capital Inc Common Stock 09581B103 290,006 12,468 SH SOLE 12,468 0 0
Broadcom Inc Common Stock 11135F101 51,991,511 224,256 SH SOLE 224,256 0 0
Cboe Global Markets Inc Common Stock 12503M108 322,019 1,648 SH SOLE 1,648 0 0
CME Group Inc Common Stock 12572Q105 538,774 2,320 SH SOLE 2,320 0 0
Cadence Bank Common Stock 12740C103 359,451 10,434 SH SOLE 10,434 0 0
Carlyle Group Inc/The Common Stock 14316J108 443,403 8,782 SH SOLE 8,782 0 0
ConocoPhillips Common Stock 20825C104 6,696,950 67,530 SH SOLE 67,530 0 0
Crown Castle Inc REIT 22822V101 2,335,164 25,729 SH SOLE 25,729 0 0
Devon Energy Corp Common Stock 25179M103 6,316,432 192,986 SH SOLE 192,986 0 0
Diamondback Energy Inc Common Stock 25278X109 6,505,525 39,709 SH SOLE 39,709 0 0
EOG Resources Inc Common Stock 26875P101 7,064,408 57,631 SH SOLE 57,631 0 0
East West Bancorp Inc Common Stock 27579R104 585,860 6,118 SH SOLE 6,118 0 0
Equinix Inc REIT 29444U700 3,136,995 3,327 SH SOLE 3,327 0 0
Evercore Inc Common Stock 29977A105 362,287 1,307 SH SOLE 1,307 0 0
Extra Space Storage Inc REIT 30225T102 2,409,607 16,107 SH SOLE 16,107 0 0
Exxon Mobil Corp Common Stock 30231G102 22,248,596 206,829 SH SOLE 206,829 0 0
Meta Platforms Inc Common Stock 30303M102 40,343,981 68,904 SH SOLE 68,904 0 0
First American Financial Corp Common Stock 31847R102 225,471 3,611 SH SOLE 3,611 0 0
First Financial Bankshares Inc Common Stock 32020R109 130,249 3,613 SH SOLE 3,613 0 0
Global Payments Inc Common Stock 37940X102 750,802 6,700 SH SOLE 6,700 0 0
Gold Fields Ltd ADR 38059T106 5,380,162 407,588 SH SOLE 407,588 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 4,266,592 7,451 SH SOLE 7,451 0 0
HDFC Bank Ltd ADR 40415F101 1,008,988 15,800 SH SOLE 15,800 0 0
Intercontinental Exchange Inc Common Stock 45866F104 3,602,913 24,179 SH SOLE 24,179 0 0
Intuitive Surgical Inc Common Stock 46120E602 4,141,753 7,935 SH SOLE 7,935 0 0
iShares 0-3 Month Treasury Bond ETF ETP 46436E718 55,147,108 549,712 SH SOLE 549,712 0 0
JPMorgan Chase & Co Common Stock 46625H100 23,188,347 96,735 SH SOLE 96,735 0 0
Jefferies Financial Group Inc Common Stock 47233W109 280,045 3,572 SH SOLE 3,572 0 0
KKR & Co Inc Common Stock 48251W104 4,237,622 28,650 SH SOLE 28,650 0 0
Kinsale Capital Group Inc Common Stock 49714P108 287,450 618 SH SOLE 618 0 0
LPL Financial Holdings Inc Common Stock 50212V100 548,537 1,680 SH SOLE 1,680 0 0
Live Oak Bancshares Inc Common Stock 53803X105 270,680 6,844 SH SOLE 6,844 0 0
M&T Bank Corp Common Stock 55261F104 605,392 3,220 SH SOLE 3,220 0 0
MSCI Inc Common Stock 55354G100 282,005 470 SH SOLE 470 0 0
Marathon Petroleum Corp Common Stock 56585A102 6,480,891 46,458 SH SOLE 46,458 0 0
Mastercard Inc Common Stock 57636Q104 3,775,507 7,170 SH SOLE 7,170 0 0
Merck & Co Inc Common Stock 58933Y105 3,371,775 33,894 SH SOLE 33,894 0 0
MetLife Inc Common Stock 59156R108 409,400 5,000 SH SOLE 5,000 0 0
Netflix Inc Common Stock 64110L106 27,177,238 30,491 SH SOLE 30,491 0 0
NextEra Energy Inc Common Stock 65339F101 14,316,350 199,698 SH SOLE 199,698 0 0
NVIDIA Corp Common Stock 67066G104 41,413,962 308,392 SH SOLE 308,392 0 0
Oracle Corp Common Stock 68389X105 17,016,610 102,116 SH SOLE 102,116 0 0
Palomar Holdings Inc Common Stock 69753M105 360,801 3,417 SH SOLE 3,417 0 0
Pinnacle Financial Partners Inc/Reorg Common Stock 72346Q104 564,629 4,936 SH SOLE 4,936 0 0
Primerica Inc Common Stock 74164M108 214,965 792 SH SOLE 792 0 0
Prologis Inc REIT 74340W103 16,637,709 157,405 SH SOLE 157,405 0 0
Public Storage REIT 74460D109 2,454,210 8,196 SH SOLE 8,196 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107 2,567,950 3,605 SH SOLE 3,605 0 0
Regions Financial Corp Common Stock 7591EP100 200,461 8,523 SH SOLE 8,523 0 0
Ryan Specialty Holdings Inc Common Stock 78351F107 595,405 9,280 SH SOLE 9,280 0 0
S&P Global Inc Common Stock 78409V104 3,610,219 7,249 SH SOLE 7,249 0 0
Salesforce Inc Common Stock 79466L302 20,852,162 62,370 SH SOLE 62,370 0 0
Sibanye Stillwater Ltd ADR 82575P107 3,813,889 1,155,724 SH SOLE 1,155,724 0 0
Sixth Street Specialty Lending Inc Common Stock 83012A109 369,342 17,340 SH SOLE 17,340 0 0
Synovus Financial Corp Common Stock 87161C501 312,964 6,109 SH SOLE 6,109 0 0
Tesla Inc Common Stock 88160R101 54,368,979 134,630 SH SOLE 134,630 0 0
Truist Financial Corp Common Stock 89832Q109 585,630 13,500 SH SOLE 13,500 0 0
UnitedHealth Group Inc Common Stock 91324P102 18,267,110 36,111 SH SOLE 36,111 0 0
Unum Group Common Stock 91529Y106 592,419 8,112 SH SOLE 8,112 0 0
Valero Energy Corp Common Stock 91913Y100 6,689,001 54,564 SH SOLE 54,564 0 0
Vanguard Long-Term Treasury ETF ETP 92206C847 51,919,573 938,023 SH SOLE 938,023 0 0
Vertex Pharmaceuticals Inc Common Stock 92532F100 3,266,300 8,111 SH SOLE 8,111 0 0
Visa Inc Common Stock 92826C839 22,892,989 72,437 SH SOLE 72,437 0 0
Welltower Inc REIT 95040Q104 2,934,861 23,287 SH SOLE 23,287 0 0
WEX Inc Common Stock 96208T104 135,698 774 SH SOLE 774 0 0
Wintrust Financial Corp Common Stock 97650W108 191,056 1,532 SH SOLE 1,532 0 0
Anglogold Ashanti Plc Common Stock G0378L100 6,201,873 268,712 SH SOLE 268,712 0 0
Aon PLC Common Stock G0403H108 574,656 1,600 SH SOLE 1,600 0 0
Arch Capital Group Ltd Common Stock G0450A105 444,296 4,811 SH SOLE 4,811 0 0
Essent Group Ltd Common Stock G3198U102 239,046 4,391 SH SOLE 4,391 0 0
Linde PLC Common Stock G54950103 14,826,779 35,414 SH SOLE 35,414 0 0
Medtronic PLC Common Stock G5960L103 3,482,129 43,592 SH SOLE 43,592 0 0
NU Holdings Ltd/Cayman Islands Common Stock G6683N103 503,496 48,600 SH SOLE 48,600 0 0
RenaissanceRe Holdings Ltd Common Stock G7496G103 215,967 868 SH SOLE 868 0 0
Willis Towers Watson PLC Common Stock G96629103 1,246,382 3,979 SH SOLE 3,979 0 0
Chubb Ltd Common Stock H1467J104 3,766,798 13,633 SH SOLE 13,633 0 0
Agnico Eagle Mines Ltd Common Stock 008474108 7,395,381 94,558 SH SOLE 94,558 0 0
Alamos Gold Inc Common Stock 011532108 7,586,105 411,394 SH SOLE 411,394 0 0
Berkshire Hathaway Inc Common Stock 084670702 20,558,968 45,356 SH SOLE 45,356 0 0
Bank of America Corp Common Stock 060505104 4,277,170 97,319 SH SOLE 97,319 0 0
American Express Co Common Stock 025816109 3,700,675 12,469 SH SOLE 12,469 0 0
Allstate Corp/The Common Stock 020002101 842,492 4,370 SH SOLE 4,370 0 0
W R Berkley Corp Common Stock 084423102 350,593 5,991 SH SOLE 5,991 0 0
Amgen Inc Common Stock 031162100 3,048,185 11,695 SH SOLE 11,695 0 0
Abbott Laboratories Common Stock 002824100 3,866,665 34,185 SH SOLE 34,185 0 0
Elevance Health Inc Common Stock 036752103 2,723,589 7,383 SH SOLE 7,383 0 0
Apple Inc Common Stock 037833100 43,126,331 172,216 SH SOLE 172,216 0 0
Amazon.com Inc Common Stock 023135106 44,049,344 200,781 SH SOLE 200,781 0 0
Applied Materials Inc Common Stock 038222105 19,195,707 118,033 SH SOLE 118,033 0 0
Advanced Micro Devices Inc Common Stock 007903107 30,825,366 255,198 SH SOLE 255,198 0 0