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
3M CO COM 88579Y101 1,600,480 9,885 SH SOLE 0 0 0 9,885
ABBOTT LABORATORIES COM 002824100 1,081,712 11,921 SH SOLE 0 0 0 11,921
ABBVIE INC COM 00287Y109 1,726,250 6,860 SH SOLE 0 0 0 6,860
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 226,356 1,819 SH SOLE 0 0 0 1,819
ADOBE INC COM 00724F101 310,195 1,513 SH SOLE 0 0 0 1,513
ADVANCED MICRO DEVICES INC COM 007903107 278,837 480 SH SOLE 0 0 0 480
ALPHABET INC CAP STK CL C 02079K107 949,398 2,687 SH SOLE 0 0 0 2,687
ALPHABET INC CAP STK CL A 02079K305 1,288,746 3,606 SH SOLE 0 0 0 3,606
ALTRIA GROUP INC COM 02209S103 381,119 5,297 SH SOLE 0 0 0 5,297
AMAZON COM INC COM 023135106 1,070,623 4,492 SH SOLE 0 0 0 4,492
AMERICAN EXPRESS CO COM 025816109 227,304 672 SH SOLE 0 0 0 672
AMERICAN INTL GROUP INC COM NEW 026874784 335,385 4,500 SH SOLE 0 0 0 4,500
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 467,794 20,921 SH SOLE 0 0 0 20,921
APPLE INC COM 037833100 8,383,686 28,973 SH SOLE 0 0 0 28,973
APPLIED MATLS INC COM 038222105 625,395 865 SH SOLE 0 0 0 865
APPLOVIN CORP COM CL A 03831W108 532,233 1,033 SH SOLE 0 0 0 1,033
ARISTA NETWORKS INC COM SHS 040413205 263,314 1,550 SH SOLE 0 0 0 1,550
ASML HLDG NV N Y REGISTRY SHS N07059210 457,571 230 SH SOLE 0 0 0 230
ASTERA LABS INC COM 04626A103 800,847 1,658 SH SOLE 0 0 0 1,658
AUTOMATIC DATA PROCESSING IN COM 053015103 986,052 4,403 SH SOLE 0 0 0 4,403
BANK OF AMER CORP COM 060505104 232,080 4,073 SH SOLE 0 0 0 4,073
BECTON DICKINSON & CO COM 075887109 351,388 2,322 SH SOLE 0 0 0 2,322
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 314,245 628 SH SOLE 0 0 0 628
BLACKROCK INC COM 09290D101 690,400 718 SH SOLE 0 0 0 718
BOOKING HOLDINGS INC COM 09857L108 386,246 2,167 SH SOLE 0 0 0 2,167
BRISTOL-MYERS SQUIBB CO COM 110122108 300,949 5,223 SH SOLE 0 0 0 5,223
BROADCOM INC COM 11135F101 292,756 775 SH SOLE 0 0 0 775
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 285,815 2,087 SH SOLE 0 0 0 2,087
BROADSTONE NET LEASE INC COM 11135E203 584,548 28,280 SH SOLE 0 0 0 28,280
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 998,202 5,300 SH SOLE 0 0 0 5,300
CARNIVAL CORP LTD COMMON SHARES G2004J103 348,383 12,194 SH SOLE 0 0 0 12,194
CARRIER GLOBAL CORPORATION COM 14448C104 357,435 4,873 SH SOLE 0 0 0 4,873
CATERPILLAR INC COM 149123101 7,512,870 7,055 SH SOLE 0 0 0 7,055
CHEVRON CORPORATION COM 166764100 753,545 4,546 SH SOLE 0 0 0 4,546
CISCO SYS INC COM 17275R102 389,380 3,315 SH SOLE 0 0 0 3,315
CME GROUP INC COM 12572Q105 546,554 2,475 SH SOLE 0 0 0 2,475
COCA COLA CO COM 191216100 1,312,023 16,144 SH SOLE 0 0 0 16,144
CORNING INC COM 219350105 709,329 2,777 SH SOLE 0 0 0 2,777
CORTEVA INC COM 22052L104 638,393 7,538 SH SOLE 0 0 0 7,538
COSTCO WHOLESALE CORPORATION COM 22160K105 276,899 296 SH SOLE 0 0 0 296
DANAHER CORP DEL COM 235851102 209,528 1,100 SH SOLE 0 0 0 1,100
DECKERS OUTDOOR CORP COM 243537107 296,976 2,991 SH SOLE 0 0 0 2,991
DISNEY WALT CO COM 254687106 229,171 2,381 SH SOLE 0 0 0 2,381
DORCHESTER MINERALS L P COM UNIT 25820R105 522,675 20,700 SH SOLE 0 0 0 20,700
DUPONT DE NEMOURS INC COMMON STOCK 26614N201 595,867 4,393 SH SOLE 0 0 0 4,393
EATON CORP PLC SHS G29183103 346,436 813 SH SOLE 0 0 0 813
ELI LILLY & CO COM 532457108 531,347 443 SH SOLE 0 0 0 443
EMERSON ELEC CO COM 291011104 870,066 6,078 SH SOLE 0 0 0 6,078
EOG RES INC COM 26875P101 271,655 2,094 SH SOLE 0 0 0 2,094
EXXON MOBIL CORP COM 30231G102 1,711,871 12,521 SH SOLE 0 0 0 12,521
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 2,364,044 9,961 SH SOLE 0 0 0 9,961
GE AEROSPACE COM NEW 369604301 540,040 1,445 SH SOLE 0 0 0 1,445
GE VERNOVA INC COM 36828A101 424,124 361 SH SOLE 0 0 0 361
GENERAL DYNAMICS CORP COM 369550108 711,668 2,009 SH SOLE 0 0 0 2,009
GENUINE PARTS CO COM 372460105 1,121,636 9,507 SH SOLE 0 0 0 9,507
GILEAD SCIENCES INC COM 375558103 281,107 2,225 SH SOLE 0 0 0 2,225
GOLDMAN SACHS GROUP INC COM 38141G104 1,453,339 1,437 SH SOLE 0 0 0 1,437
HENRY JACK & ASSOC INC COM 426281101 383,606 2,785 SH SOLE 0 0 0 2,785
HERSHEY CO COM 427866108 337,917 1,926 SH SOLE 0 0 0 1,926
HEWLETT PACKARD ENTERPRISE C COM 42824C109 209,446 4,643 SH SOLE 0 0 0 4,643
HOME DEPOT INC COM 437076102 1,887,191 5,351 SH SOLE 0 0 0 5,351
HONEYWELL AEROSPACE INC COM 43849R105 834,356 3,774 SH SOLE 0 0 0 3,774
HONEYWELL INTL INC COM 438516205 844,999 3,774 SH SOLE 0 0 0 3,774
INTERNATIONAL BUSINESS MACHS COM 459200101 3,000,511 10,670 SH SOLE 0 0 0 10,670
INTUIT COM 461202103 250,299 959 SH SOLE 0 0 0 959
INTUITIVE SURGICAL INC COM NEW 46120E602 429,892 1,081 SH SOLE 0 0 0 1,081
ITT INC COM 45073V108 203,297 1,028 SH SOLE 0 0 0 1,028
JOHNSON & JOHNSON COM 478160104 3,691,200 14,534 SH SOLE 0 0 0 14,534
JPMORGAN CHASE & CO COM 46625H100 651,387 1,990 SH SOLE 0 0 0 1,990
KIMBERLY-CLARK CORP COM 494368103 895,174 8,155 SH SOLE 0 0 0 8,155
KLA CORP COM NEW 482480100 260,979 865 SH SOLE 0 0 0 865
LAM RESEARCH CORP COM NEW 512807306 2,107,717 4,864 SH SOLE 0 0 0 4,864
LOEWS CORP COM 540424108 368,838 3,258 SH SOLE 0 0 0 3,258
LOWES COS INC COM 548661107 896,953 4,068 SH SOLE 0 0 0 4,068
LYFT INC CL A COM 55087P104 1,166,170 79,820 SH SOLE 0 0 0 79,820
MANHATTAN ASSOCIATES INC COM 562750109 373,747 2,684 SH SOLE 0 0 0 2,684
MARRIOTT INTL INC NEW CL A 571903202 992,440 2,678 SH SOLE 0 0 0 2,678
MASTERCARD INCORPORATED CL A 57636Q104 1,301,462 2,534 SH SOLE 0 0 0 2,534
MCCORMICK & CO INC COM NON VTG 579780206 671,796 13,324 SH SOLE 0 0 0 13,324
MCDONALDS CORP COM 580135101 206,787 765 SH SOLE 0 0 0 765
MERCK & CO INC COM 58933Y105 961,823 7,485 SH SOLE 0 0 0 7,485
META PLATFORMS INC CL A 30303M102 695,663 1,235 SH SOLE 0 0 0 1,235
METLIFE INC COM 59156R108 287,674 3,400 SH SOLE 0 0 0 3,400
MICRON TECHNOLOGY INC COM 595112103 1,031,935 894 SH SOLE 0 0 0 894
MICROSOFT CORP COM 594918104 964,630 2,586 SH SOLE 0 0 0 2,586
MONDELEZ INTL INC CL A 609207105 493,896 8,539 SH SOLE 0 0 0 8,539
MONOLITHIC PWR SYS INC COM 609839105 233,619 169 SH SOLE 0 0 0 169
NETFLIX INC. COM 64110L106 235,763 3,302 SH SOLE 0 0 0 3,302
NEWMONT CORP COM 651639106 407,691 4,365 SH SOLE 0 0 0 4,365
NEXTERA ENERGY INC COM 65339F101 593,325 6,760 SH SOLE 0 0 0 6,760
NEXTPOWER INC CLASS A COM 65290E101 219,813 1,845 SH SOLE 0 0 0 1,845
NOVARTIS AG SPONSORED ADR 66987V109 594,126 3,791 SH SOLE 0 0 0 3,791
NVIDIA CORPORATION COM 67066G104 1,147,116 5,733 SH SOLE 0 0 0 5,733
ON HLDG AG NAMEN AKT A H5919C104 284,352 8,028 SH SOLE 0 0 0 8,028
PALANTIR TECHNOLOGIES INC CL A 69608A108 432,262 3,705 SH SOLE 0 0 0 3,705
PEGASYSTEMS INC COM 705573103 312,287 10,420 SH SOLE 0 0 0 10,420
PEPSICO INC COM 713448108 909,211 6,715 SH SOLE 0 0 0 6,715
PHILIP MORRIS INTL INC COM 718172109 1,098,124 6,070 SH SOLE 0 0 0 6,070
PRICE T ROWE GROUP INC COM 74144T108 1,541,523 13,559 SH SOLE 0 0 0 13,559
PROCTER & GAMBLE CO COM 742718109 819,131 5,586 SH SOLE 0 0 0 5,586
PRUDENTIAL FINL INC COM 744320102 356,169 3,300 SH SOLE 0 0 0 3,300
QNITY ELECTRONICS INC COMMON STOCK 74743L100 1,059,882 6,490 SH SOLE 0 0 0 6,490
RAMBUS INC DEL COM 750917106 331,319 2,496 SH SOLE 0 0 0 2,496
REDDIT INC CL A 75734B100 439,157 2,530 SH SOLE 0 0 0 2,530
ROLLINS INC COM 775711104 641,627 15,372 SH SOLE 0 0 0 15,372
RTX CORPORATION COM 75513E101 926,831 4,885 SH SOLE 0 0 0 4,885
SALESFORCE INC COM 79466L302 452,434 2,888 SH SOLE 0 0 0 2,888
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 32,100 10,000 SH SOLE 0 0 0 10,000
SELECT SECTOR SPDR TR ST STR REAL ETF 81369Y860 268,179 6,091 SH SOLE 0 0 0 6,091
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 424,000 7,983 SH SOLE 0 0 0 7,983
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 563,215 6,780 SH SOLE 0 0 0 6,780
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 296,388 6,537 SH SOLE 0 0 0 6,537
SERVICENOW INC COM 81762P102 293,372 2,955 SH SOLE 0 0 0 2,955
SLB LIMITED COM STK 806857108 603,580 12,983 SH SOLE 0 0 0 12,983
SPOTIFY TECHNOLOGY S A SHS L8681T102 353,989 771 SH SOLE 0 0 0 771
STRYKER CORPORATION COM 863667101 1,105,088 3,510 SH SOLE 0 0 0 3,510
SYSCO CORP COM 871829107 292,530 3,500 SH SOLE 0 0 0 3,500
TE CONNECTIVITY PLC ORD SHS G87052109 302,012 1,498 SH SOLE 0 0 0 1,498
THE CIGNA GROUP COM 125523100 2,905,116 10,538 SH SOLE 0 0 0 10,538
THERMO FISHER SCIENTIFIC INC COM 883556102 438,690 875 SH SOLE 0 0 0 875
THOMSON REUTERS CORP COM 884903881 303,812 3,720 SH SOLE 0 0 0 3,720
TJX COS INC NEW COM 872540109 261,641 1,727 SH SOLE 0 0 0 1,727
TRUIST FINL CORP COM 89832Q109 481,959 9,674 SH SOLE 0 0 0 9,674
UNILEVER PLC SPON ADR NEW 904767803 1,031,359 17,155 SH SOLE 0 0 0 17,155
VERTEX PHARMACEUTICALS INC COM 92532F100 265,751 535 SH SOLE 0 0 0 535
VIRGINIA NATL BK CHRLOTSVLE COM 928031103 306,755 6,912 SH SOLE 0 0 0 6,912
VISA INC COM CL A 92826C839 1,068,382 3,114 SH SOLE 0 0 0 3,114
WELLS FARGO & CO COM 949746101 657,814 7,960 SH SOLE 0 0 0 7,960
WILLIAMS COS INC COM 969457100 576,432 7,754 SH SOLE 0 0 0 7,754
WW GRAINGER INC COM 384802104 3,075,864 2,261 SH SOLE 0 0 0 2,261
XPO INC COM 983793100 486,537 2,370 SH SOLE 0 0 0 2,370
XYLEM INC COM 98419M100 243,040 2,056 SH SOLE 0 0 0 2,056
ZOETIS INC CL A 98978V103 420,022 5,845 SH SOLE 0 0 0 5,845