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
ALLSTATE CORP COM 020002101 19,634 88,496 SH SOLE 88,496 0 0
ALPHABET INC CAP STK CL A 02079K305 21,979 63,877 SH SOLE 63,877 0 0
AMAZON COM INC COM 023135106 377 1,515 SH SOLE 1,515 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 938 9,975 SH SOLE 9,975 0 0
AMERICAN ELEC PWR CO INC COM 025537101 15,299 128,953 SH SOLE 128,953 0 0
APPLE INC COM 037833100 679 2,039 SH SOLE 2,039 0 0
APPLIED MATLS INC COM 038222105 21,630 42,298 SH SOLE 42,298 0 0
ASP ISOTOPES INC COM 00218A105 27 10,030 SH SOLE 10,030 0 0
AXOGEN INC COM 05463X106 7,907 188,610 SH SOLE 188,610 0 0
BOEING CO COM 097023105 16,941 91,055 SH SOLE 91,055 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 17,748 284,421 SH SOLE 284,421 0 0
CHEVRON CORPORATION COM 166764100 25,146 123,136 SH SOLE 123,136 0 0
CISCO SYS INC COM 17275R102 25,013 232,395 SH SOLE 232,395 0 0
CONAGRA BRANDS INC COM 205887102 12,191 907,074 SH SOLE 907,074 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 228 250 SH SOLE 250 0 0
CVS HEALTH CORP COM 126650100 12,002 140,062 SH SOLE 140,062 0 0
D R HORTON INC COM 23331A109 9,037 66,132 SH SOLE 66,132 0 0
DEVON ENERGY CORP NEW COM 25179M103 15,961 346,685 SH SOLE 346,685 0 0
FEDEX CORP COM 31428X106 17,946 62,950 SH SOLE 62,950 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 3,477 31,786 SH SOLE 31,786 0 0
FOX CORP CL B COM 35137L204 21,113 375,010 SH SOLE 375,010 0 0
FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 35473P769 233 6,960 SH SOLE 6,960 0 0
INTEL CORP COM 458140100 318 2,645 SH SOLE 2,645 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,650 3,582 SH SOLE 3,582 0 0
ISHARES INC MSCI GERMANY ETF 464286806 646 15,630 SH SOLE 15,630 0 0
ISHARES INC MSCI EMRG CHN 46434G764 754 7,605 SH SOLE 7,605 0 0
ISHARES INC MSCI JAPAN ETF 46434G822 729 7,485 SH SOLE 7,485 0 0
ISHARES TR CORE S&P MCP ETF 464287507 241 3,350 SH SOLE 3,350 0 0
ISHARES TR CORE MSCI INTL 46435G326 1,595 17,820 SH SOLE 17,820 0 0
ISHARES TR CORE S&P500 ETF 464287200 2,446 3,194 SH SOLE 3,194 0 0
ISHARES TR CORE S&P SCP ETF 464287804 528 3,880 SH SOLE 3,880 0 0
LAM RESEARCH CORP COM NEW 512807306 279 850 SH SOLE 850 0 0
LEAR CORP COM NEW 521865204 10,568 89,537 SH SOLE 89,537 0 0
MEDTRONIC PLC SHS G5960L103 15,399 178,452 SH SOLE 178,452 0 0
META PLATFORMS INC CL A 30303M102 22,021 30,366 SH SOLE 30,366 0 0
MICROSOFT CORP COM 594918104 260 506 SH SOLE 506 0 0
MUELLER INDS INC COM 624756102 12,907 212,957 SH SOLE 212,957 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 268 1,135 SH SOLE 1,135 0 0
NEWMONT CORP COM 651639106 8,804 76,330 SH SOLE 76,330 0 0
ON SEMICONDUCTOR CORP COM 682189105 12,961 168,615 SH SOLE 168,615 0 0
ORACLE CORP COM 68389X105 14,652 106,717 SH SOLE 106,717 0 0
PAYPAL HLDGS INC COM 70450Y103 12,048 229,362 SH SOLE 229,362 0 0
PHILLIPS 66 COM 718546104 34,968 136,962 SH SOLE 136,962 0 0
PROSHARES TR SHORT QQQ 74349Y837 309 12,465 SH SOLE 12,465 0 0
QORVO INC COM 74736K101 18,320 160,029 SH SOLE 160,029 0 0
RTX CORPORATION COM 75513E101 27,478 148,007 SH SOLE 148,007 0 0
SALESFORCE INC COM 79466L302 19,698 85,805 SH SOLE 85,805 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,487 6,530 SH SOLE 6,530 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 4,662 6,113 SH SOLE 6,113 0 0
UNITED RENTALS INC COM 911363109 28,991 28,968 SH SOLE 28,968 0 0
VALMONT INDS INC COM 920253101 16,630 35,920 SH SOLE 35,920 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,405 23,658 SH SOLE 23,658 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 2,102 24,212 SH SOLE 24,212 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1,586 10,050 SH SOLE 10,050 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 528 4,205 SH SOLE 4,205 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,454 3,885 SH SOLE 3,885 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 420 3,630 SH SOLE 3,630 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 10,557 230,160 SH SOLE 230,160 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 2,540 50,408 SH SOLE 50,408 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 1,670 44,069 SH SOLE 44,069 0 0