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 3,918,684 38,845 SH SOLE 38,845 0 0
Bristol-Myers Squibb Co Common Stock 110122108 3,998,260 65,556 SH SOLE 65,556 0 0
Brown & Brown Inc Common Stock 115236101 375,315 3,017 SH SOLE 3,017 0 0
Cigna Group/The Common Stock 125523100 4,105,920 12,480 SH SOLE 12,480 0 0
CVS Health Corp Common Stock 126650100 3,971,099 58,614 SH SOLE 58,614 0 0
Coterra Energy Inc Common Stock 127097103 7,383,892 255,498 SH SOLE 255,498 0 0
Camden Property Trust REIT 133131102 242,032 1,979 SH SOLE 1,979 0 0
Caterpillar Inc Common Stock 149123101 178,092 540 SH SOLE 540 0 0
Chevron Corp Common Stock 166764100 7,786,346 46,544 SH SOLE 46,544 0 0
Citigroup Inc Common Stock 172967424 5,102,335 71,874 SH SOLE 71,874 0 0
Citizens Financial Group Inc Common Stock 174610105 669,900 16,351 SH SOLE 16,351 0 0
Coca-Cola Co/The Common Stock 191216100 224,887 3,140 SH SOLE 3,140 0 0
Colgate-Palmolive Co Common Stock 194162103 208,951 2,230 SH SOLE 2,230 0 0
Consolidated Edison Inc Common Stock 209115104 246,063 2,225 SH SOLE 2,225 0 0
Corpay Inc Common Stock 219948106 286,648 822 SH SOLE 822 0 0
Cullen/Frost Bankers Inc Common Stock 229899109 161,007 1,286 SH SOLE 1,286 0 0
Danaher Corp Common Stock 235851102 3,857,075 18,815 SH SOLE 18,815 0 0
Digital Realty Trust Inc REIT 253868103 2,818,084 19,667 SH SOLE 19,667 0 0
Ecolab Inc Common Stock 278865100 214,985 848 SH SOLE 848 0 0
Emerson Electric Co Common Stock 291011104 176,411 1,609 SH SOLE 1,609 0 0
Enterprise Financial Services Corp Common Stock 293712105 105,760 1,968 SH SOLE 1,968 0 0
Fastenal Co Common Stock 311900104 210,471 2,714 SH SOLE 2,714 0 0
First Horizon Corp Common Stock 320517105 308,564 15,889 SH SOLE 15,889 0 0
Fiserv Inc Common Stock 337738108 4,376,630 19,819 SH SOLE 19,819 0 0
Franco-Nevada Corp Common Stock 351858105 9,882,321 62,721 SH SOLE 62,721 0 0
Arthur J Gallagher & Co Common Stock 363576109 175,382 508 SH SOLE 508 0 0
General Dynamics Corp Common Stock 369550108 204,980 752 SH SOLE 752 0 0
General Electric Co Common Stock 369604301 18,186,029 90,862 SH SOLE 90,862 0 0
Gilead Sciences Inc Common Stock 375558103 4,184,731 37,347 SH SOLE 37,347 0 0
WW Grainger Inc Common Stock 384802104 182,749 185 SH SOLE 185 0 0
Halliburton Co Common Stock 406216101 7,467,812 294,356 SH SOLE 294,356 0 0
Hamilton Lane Inc Common Stock 407497106 179,445 1,207 SH SOLE 1,207 0 0
Hancock Whitney Corp Common Stock 410120109 204,870 3,906 SH SOLE 3,906 0 0
Hanover Insurance Group Inc/The Common Stock 410867105 419,567 2,412 SH SOLE 2,412 0 0
Hartford Insurance Group Inc/The Common Stock 416515104 565,570 4,571 SH SOLE 4,571 0 0
Home BancShares Inc/AR Common Stock 436893200 239,927 8,487 SH SOLE 8,487 0 0
Houlihan Lokey Inc Common Stock 441593100 269,382 1,668 SH SOLE 1,668 0 0
Illinois Tool Works Inc Common Stock 452308109 196,424 792 SH SOLE 792 0 0
International Business Machines Corp Common Stock 459200101 19,318,395 77,690 SH SOLE 77,690 0 0
Intuit Inc Common Stock 461202103 24,588,458 40,047 SH SOLE 40,047 0 0
iShares 20(plus) Year Treasury Bond ETF ETP 464287432 104,393,477 1,146,803 SH SOLE 1,146,803 0 0
Johnson & Johnson Common Stock 478160104 23,621,089 142,433 SH SOLE 142,433 0 0
Kemper Corp Common Stock 488401100 609,137 9,112 SH SOLE 9,112 0 0
KeyCorp Common Stock 493267108 236,316 14,779 SH SOLE 14,779 0 0
Kimberly-Clark Corp Common Stock 494368103 218,877 1,539 SH SOLE 1,539 0 0
Kinross Gold Corp Common Stock 496902404 9,698,792 769,135 SH SOLE 769,135 0 0
Eli Lilly & Co Common Stock 532457108 22,355,732 27,068 SH SOLE 27,068 0 0
Lowe's Cos Inc Common Stock 548661107 182,386 782 SH SOLE 782 0 0
MGIC Investment Corp Common Stock 552848103 251,244 10,139 SH SOLE 10,139 0 0
Marsh & McLennan Cos Inc Common Stock 571748102 4,905,491 20,102 SH SOLE 20,102 0 0
McDonald's Corp Common Stock 580135101 217,410 696 SH SOLE 696 0 0
Microsoft Corp Common Stock 594918104 41,650,271 110,952 SH SOLE 110,952 0 0
Morgan Stanley Common Stock 617446448 4,427,043 37,945 SH SOLE 37,945 0 0
Nasdaq Inc Common Stock 631103108 357,149 4,708 SH SOLE 4,708 0 0
Newmont Corp Common Stock 651639106 9,451,679 195,768 SH SOLE 195,768 0 0
Occidental Petroleum Corp Common Stock 674599105 7,710,180 156,203 SH SOLE 156,203 0 0
Pan American Silver Corp Common Stock 697900108 9,487,591 367,309 SH SOLE 367,309 0 0
PepsiCo Inc Common Stock 713448108 199,270 1,329 SH SOLE 1,329 0 0
Pfizer Inc Common Stock 717081103 3,944,855 155,677 SH SOLE 155,677 0 0
Phillips 66 Common Stock 718546104 7,348,789 59,514 SH SOLE 59,514 0 0
Popular Inc Common Stock 733174700 610,196 6,606 SH SOLE 6,606 0 0
Procter & Gamble Co/The Common Stock 742718109 204,845 1,202 SH SOLE 1,202 0 0
Progressive Corp/The Common Stock 743315103 5,449,358 19,255 SH SOLE 19,255 0 0
Prosperity Bancshares Inc Common Stock 743606105 466,474 6,536 SH SOLE 6,536 0 0
QUALCOMM Inc Common Stock 747525103 23,493,267 152,941 SH SOLE 152,941 0 0
Raymond James Financial Inc Common Stock 754730109 188,640 1,358 SH SOLE 1,358 0 0
Realty Income Corp REIT 756109104 3,163,169 54,528 SH SOLE 54,528 0 0
Reinsurance Group of America Inc Common Stock 759351604 118,731 603 SH SOLE 603 0 0
Roper Technologies Inc Common Stock 776696106 229,347 389 SH SOLE 389 0 0
Royal Gold Inc Common Stock 780287108 9,625,016 58,865 SH SOLE 58,865 0 0
SLB Ltd Common Stock 806857108 7,543,688 180,471 SH SOLE 180,471 0 0
Charles Schwab Corp/The Common Stock 808513105 4,296,085 54,881 SH SOLE 54,881 0 0
Seacoast Banking Corp of Florida Common Stock 811707801 157,468 6,120 SH SOLE 6,120 0 0
Sherwin-Williams Co/The Common Stock 824348106 205,324 588 SH SOLE 588 0 0
Simon Property Group Inc REIT 828806109 2,870,195 17,282 SH SOLE 17,282 0 0
Block Inc Common Stock 852234103 586,764 10,800 SH SOLE 10,800 0 0
State Street Corp Common Stock 857477103 564,039 6,300 SH SOLE 6,300 0 0
Stifel Financial Corp Common Stock 860630102 168,348 1,786 SH SOLE 1,786 0 0
Stryker Corp Common Stock 863667101 3,955,156 10,625 SH SOLE 10,625 0 0
Sysco Corp Common Stock 871829107 195,929 2,611 SH SOLE 2,611 0 0
TPG Inc Common Stock 872657101 168,377 3,550 SH SOLE 3,550 0 0
Texas Instruments Inc Common Stock 882508104 23,774,310 132,300 SH SOLE 132,300 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 3,822,563 7,682 SH SOLE 7,682 0 0
Tradeweb Markets Inc Common Stock 892672106 974,195 6,562 SH SOLE 6,562 0 0
UMB Financial Corp Common Stock 902788108 472,541 4,674 SH SOLE 4,674 0 0
Vanguard Extended Duration Treasury ETF ETP 921910709 15,676,484 220,454 SH SOLE 220,454 0 0
Voya Financial Inc Common Stock 929089100 373,967 5,519 SH SOLE 5,519 0 0
WSFS Financial Corp Common Stock 929328102 146,585 2,826 SH SOLE 2,826 0 0
Walmart Inc Common Stock 931142103 184,535 2,102 SH SOLE 2,102 0 0
Webster Financial Corp Common Stock 947890109 493,901 9,581 SH SOLE 9,581 0 0
Wells Fargo & Co Common Stock 949746101 5,254,956 73,199 SH SOLE 73,199 0 0
Western Alliance Bancorp Common Stock 957638109 493,479 6,423 SH SOLE 6,423 0 0
Wheaton Precious Metals Corp Common Stock 962879102 9,937,183 128,007 SH SOLE 128,007 0 0
Zions Bancorp NA Common Stock 989701107 195,601 3,923 SH SOLE 3,923 0 0
AbbVie Inc Common Stock 00287Y109 4,081,659 19,481 SH SOLE 19,481 0 0
Adobe Inc Common Stock 00724F101 23,829,486 62,132 SH SOLE 62,132 0 0
Ally Financial Inc Common Stock 02005N100 438,260 12,017 SH SOLE 12,017 0 0
Alphabet Inc Common Stock 02079K305 40,238,874 260,210 SH SOLE 260,210 0 0
American Tower Corp REIT 03027X100 2,919,757 13,418 SH SOLE 13,418 0 0
Ameriprise Financial Inc Common Stock 03076C106 121,512 251 SH SOLE 251 0 0
Ameris Bancorp Common Stock 03076K108 260,447 4,524 SH SOLE 4,524 0 0
Apollo Global Management Inc Common Stock 03769M106 840,401 6,137 SH SOLE 6,137 0 0
Ares Management Corp Common Stock 03990B101 826,001 5,634 SH SOLE 5,634 0 0
Ares Capital Corp Common Stock 04010L103 489,736 22,100 SH SOLE 22,100 0 0
BOK Financial Corp Common Stock 05561Q201 298,598 2,867 SH SOLE 2,867 0 0
Baker Hughes Co Common Stock 05722G100 7,339,914 167,006 SH SOLE 167,006 0 0
Bank OZK Common Stock 06417N103 209,125 4,813 SH SOLE 4,813 0 0
Blackstone Inc Common Stock 09260D107 4,338,492 31,038 SH SOLE 31,038 0 0
Blackrock Inc Common Stock 09290D101 4,622,608 4,884 SH SOLE 4,884 0 0
Blue Owl Capital Inc Common Stock 09581B103 242,885 12,120 SH SOLE 12,120 0 0
Broadridge Financial Solutions Inc Common Stock 11133T103 301,863 1,245 SH SOLE 1,245 0 0
Broadcom Inc Common Stock 11135F101 38,609,023 230,598 SH SOLE 230,598 0 0
Cboe Global Markets Inc Common Stock 12503M108 362,517 1,602 SH SOLE 1,602 0 0
CBRE Group Inc Common Stock 12504L109 2,780,383 21,260 SH SOLE 21,260 0 0
CME Group Inc Common Stock 12572Q105 4,987,983 18,802 SH SOLE 18,802 0 0
Cadence Bank Common Stock 12740C103 307,941 10,143 SH SOLE 10,143 0 0
Carlyle Group Inc/The Common Stock 14316J108 372,128 8,537 SH SOLE 8,537 0 0
Cisco Systems Inc Common Stock 17275R102 19,210,632 311,305 SH SOLE 311,305 0 0
ConocoPhillips Common Stock 20825C104 7,698,491 73,305 SH SOLE 73,305 0 0
Costco Wholesale Corp Common Stock 22160K105 19,437,671 20,552 SH SOLE 20,552 0 0
Crown Castle Inc REIT 22822V101 2,854,651 27,388 SH SOLE 27,388 0 0
Devon Energy Corp Common Stock 25179M103 7,606,524 203,383 SH SOLE 203,383 0 0
Diamondback Energy Inc Common Stock 25278X109 7,454,725 46,627 SH SOLE 46,627 0 0
EOG Resources Inc Common Stock 26875P101 7,551,669 58,887 SH SOLE 58,887 0 0
EQT Corp Common Stock 26884L109 7,419,771 138,869 SH SOLE 138,869 0 0
East West Bancorp Inc Common Stock 27579R104 533,803 5,947 SH SOLE 5,947 0 0
Equinix Inc REIT 29444U700 2,810,511 3,447 SH SOLE 3,447 0 0
Evercore Inc Common Stock 29977A105 253,844 1,271 SH SOLE 1,271 0 0
Exxon Mobil Corp Common Stock 30231G102 27,433,702 230,671 SH SOLE 230,671 0 0
Meta Platforms Inc Common Stock 30303M102 40,735,972 70,678 SH SOLE 70,678 0 0
First American Financial Corp Common Stock 31847R102 230,361 3,510 SH SOLE 3,510 0 0
First Financial Bankshares Inc Common Stock 32020R109 126,151 3,512 SH SOLE 3,512 0 0
Global Payments Inc Common Stock 37940X102 652,245 6,661 SH SOLE 6,661 0 0
Gold Fields Ltd ADR 38059T106 10,358,377 468,917 SH SOLE 468,917 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 4,709,566 8,621 SH SOLE 8,621 0 0
HDFC Bank Ltd ADR 40415F101 832,759 12,534 SH SOLE 12,534 0 0
Intercontinental Exchange Inc Common Stock 45866F104 5,016,990 29,084 SH SOLE 29,084 0 0
Intuitive Surgical Inc Common Stock 46120E602 3,879,945 7,834 SH SOLE 7,834 0 0
iShares 0-3 Month Treasury Bond ETF ETP 46436E718 109,136,951 1,084,106 SH SOLE 1,084,106 0 0
JPMorgan Chase & Co Common Stock 46625H100 24,100,970 98,251 SH SOLE 98,251 0 0
Jefferies Financial Group Inc Common Stock 47233W109 186,049 3,473 SH SOLE 3,473 0 0
KKR & Co Inc Common Stock 48251W104 398,855 3,450 SH SOLE 3,450 0 0
Kinsale Capital Group Inc Common Stock 49714P108 292,513 601 SH SOLE 601 0 0
LPL Financial Holdings Inc Common Stock 50212V100 534,547 1,634 SH SOLE 1,634 0 0
Live Oak Bancshares Inc Common Stock 53803X105 224,024 8,403 SH SOLE 8,403 0 0
M&T Bank Corp Common Stock 55261F104 493,708 2,762 SH SOLE 2,762 0 0
MSCI Inc Common Stock 55354G100 265,785 470 SH SOLE 470 0 0
Marathon Petroleum Corp Common Stock 56585A102 7,348,749 50,441 SH SOLE 50,441 0 0
Mastercard Inc Common Stock 57636Q104 24,447,248 44,602 SH SOLE 44,602 0 0
Merck & Co Inc Common Stock 58933Y105 3,978,253 44,321 SH SOLE 44,321 0 0
Netflix Inc Common Stock 64110L106 23,608,862 25,317 SH SOLE 25,317 0 0
NextEra Energy Inc Common Stock 65339F101 19,445,836 274,310 SH SOLE 274,310 0 0
NVIDIA Corp Common Stock 67066G104 39,480,883 364,282 SH SOLE 364,282 0 0
Oracle Corp Common Stock 68389X105 17,226,689 123,215 SH SOLE 123,215 0 0
Palantir Technologies Inc Common Stock 69608A108 21,766,929 257,902 SH SOLE 257,902 0 0
Palomar Holdings Inc Common Stock 69753M105 659,081 4,808 SH SOLE 4,808 0 0
Pinnacle Financial Partners Inc/Reorg Common Stock 72346Q104 508,780 4,798 SH SOLE 4,798 0 0
Primerica Inc Common Stock 74164M108 219,088 770 SH SOLE 770 0 0
Prologis Inc REIT 74340W103 22,265,661 199,174 SH SOLE 199,174 0 0
Public Storage REIT 74460D109 2,900,419 9,691 SH SOLE 9,691 0 0
Regions Financial Corp Common Stock 7591EP100 180,033 8,285 SH SOLE 8,285 0 0
Ryan Specialty Holdings Inc Common Stock 78351F107 666,381 9,021 SH SOLE 9,021 0 0
S&P Global Inc Common Stock 78409V104 5,035,779 9,911 SH SOLE 9,911 0 0
Salesforce Inc Common Stock 79466L302 17,938,524 66,845 SH SOLE 66,845 0 0
Sixth Street Specialty Lending Inc Common Stock 83012A109 388,069 17,340 SH SOLE 17,340 0 0
Synovus Financial Corp Common Stock 87161C501 332,088 7,105 SH SOLE 7,105 0 0
Tesla Inc Common Stock 88160R101 41,164,456 158,838 SH SOLE 158,838 0 0
Truist Financial Corp Common Stock 89832Q109 420,841 10,227 SH SOLE 10,227 0 0
UnitedHealth Group Inc Common Stock 91324P102 23,413,720 44,704 SH SOLE 44,704 0 0
Unum Group Common Stock 91529Y106 642,394 7,886 SH SOLE 7,886 0 0
Valero Energy Corp Common Stock 91913Y100 7,511,217 56,873 SH SOLE 56,873 0 0
Vanguard Long-Term Treasury ETF ETP 92206C847 61,466,586 1,066,943 SH SOLE 1,066,943 0 0
Vertex Pharmaceuticals Inc Common Stock 92532F100 3,768,991 7,774 SH SOLE 7,774 0 0
Visa Inc Common Stock 92826C839 24,631,030 70,282 SH SOLE 70,282 0 0
Welltower Inc REIT 95040Q104 2,920,029 19,059 SH SOLE 19,059 0 0
WEX Inc Common Stock 96208T104 118,236 753 SH SOLE 753 0 0
Wintrust Financial Corp Common Stock 97650W108 227,619 2,024 SH SOLE 2,024 0 0
Anglogold Ashanti Plc Common Stock G0378L100 10,609,861 285,826 SH SOLE 285,826 0 0
Aon PLC Common Stock G0403H108 533,982 1,338 SH SOLE 1,338 0 0
Arch Capital Group Ltd Common Stock G0450A105 449,834 4,677 SH SOLE 4,677 0 0
Essent Group Ltd Common Stock G3198U102 170,274 2,950 SH SOLE 2,950 0 0
Linde PLC Common Stock G54950103 218,851 470 SH SOLE 470 0 0
Medtronic PLC Common Stock G5960L103 4,198,439 46,722 SH SOLE 46,722 0 0
NU Holdings Ltd/Cayman Islands Common Stock G6683N103 231,424 22,600 SH SOLE 22,600 0 0
RenaissanceRe Holdings Ltd Common Stock G7496G103 307,680 1,282 SH SOLE 1,282 0 0
Willis Towers Watson PLC Common Stock G96629103 1,404,182 4,155 SH SOLE 4,155 0 0
Chubb Ltd Common Stock H1467J104 5,353,981 17,729 SH SOLE 17,729 0 0
Agnico Eagle Mines Ltd Common Stock 008474108 9,929,814 91,595 SH SOLE 91,595 0 0
Alamos Gold Inc Common Stock 011532108 10,375,922 388,030 SH SOLE 388,030 0 0
Berkshire Hathaway Inc Common Stock 084670702 24,194,044 45,428 SH SOLE 45,428 0 0
Bank of America Corp Common Stock 060505104 4,819,690 115,497 SH SOLE 115,497 0 0
American Express Co Common Stock 025816109 4,266,057 15,856 SH SOLE 15,856 0 0
Travelers Cos Inc/The Common Stock 89417E109 417,053 1,577 SH SOLE 1,577 0 0
Allstate Corp/The Common Stock 020002101 765,538 3,697 SH SOLE 3,697 0 0
W R Berkley Corp Common Stock 084423102 296,808 4,171 SH SOLE 4,171 0 0
Amgen Inc Common Stock 031162100 3,958,866 12,707 SH SOLE 12,707 0 0
Abbott Laboratories Common Stock 002824100 4,162,159 31,377 SH SOLE 31,377 0 0
Elevance Health Inc Common Stock 036752103 4,053,827 9,320 SH SOLE 9,320 0 0
Apple Inc Common Stock 037833100 44,009,062 198,123 SH SOLE 198,123 0 0
Amazon.com Inc Common Stock 023135106 40,873,936 214,832 SH SOLE 214,832 0 0
Advanced Micro Devices Inc Common Stock 007903107 21,982,661 213,964 SH SOLE 213,964 0 0
RTX Corp Common Stock 75513E101 18,872,239 142,475 SH SOLE 142,475 0 0
Becton Dickinson & Co Common Stock 075887109 189,891 829 SH SOLE 829 0 0
Air Products and Chemicals Inc Common Stock 009158106 204,380 693 SH SOLE 693 0 0
Target Corp Common Stock 87612E106 146,417 1,403 SH SOLE 1,403 0 0
Automatic Data Processing Inc Common Stock 053015103 206,233 675 SH SOLE 675 0 0
Aflac Inc Common Stock 001055102 209,927 1,888 SH SOLE 1,888 0 0