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
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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
ABBOTT LABORATORIES COM 002824100 1,430,564 14,475 SH SOLE 0 7,075 0 7,400
ABBVIE INC COM 00287Y109 3,412,442 13,045 SH SOLE 0 6,445 0 6,600
AGILENT TECHNOLOGIES INC COM 00846U101 714,914 4,149 SH SOLE 0 3,463 0 686
ALPHABET INC CAP STK CL A 02079K305 1,562,286 4,540 SH SOLE 0 4,170 0 370
ALPHABET INC CAP STK CL C 02079K107 410,785 1,206 SH SOLE 0 1,206 0 0
AMAZON COM INC COM 023135106 773,112 3,103 SH SOLE 0 2,107 0 996
AMERICAN EXPRESS CO COM 025816109 357,318 1,175 SH SOLE 0 1,175 0 0
APPLE INC COM 037833100 16,226,400 48,725 SH SOLE 0 32,245 0 16,480
ARISTA NETWORKS INC COM SHS 040413205 1,017,950 5,000 SH SOLE 0 5,000 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 207,700 5,473 SH SOLE 0 5,473 0 0
BAKER HUGHES COMPANY CL A 05722G100 774,090 14,100 SH SOLE 0 13,300 0 800
BANK OF AMER CORP COM 060505104 6,694,160 122,987 SH SOLE 0 109,256 0 13,731
BAYTEX ENERGY CORP COM 07317Q105 149,309 32,960 SH SOLE 0 0 0 32,960
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,241,015 3 SH SOLE 0 3 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 315,700 634 SH SOLE 0 585 0 49
BHP BILLITON LIMITED SPONSORED ADS 088606108 1,370,166 16,150 SH SOLE 0 11,950 0 4,200
BROADCOM INC COM 11135F101 489,329 1,393 SH SOLE 0 1,393 0 0
CAMECO CORP COM 13321L108 1,928,581 22,252 SH SOLE 0 17,152 0 5,100
CATERPILLAR INC COM 149123101 11,615,783 14,327 SH SOLE 0 10,427 0 3,900
CENOVUS ENERGY INC COM 15135U109 1,952,912 62,835 SH SOLE 0 55,805 0 7,030
CF INDUSTRIES HOLD COM 125269100 5,596,416 48,580 SH SOLE 0 36,680 0 11,900
CHEVRON CORPORATION COM 166764100 8,805,655 43,121 SH SOLE 0 33,821 0 9,300
COMFORT SYS USA INC COM 199908104 744,341 450 SH SOLE 0 450 0 0
CONOCOPHILLIPS COM 20825C104 11,666,787 93,222 SH SOLE 0 78,952 0 14,270
COSTCO WHOLESALE CORPORATION COM 22160K105 1,169,787 1,285 SH SOLE 0 85 0 1,200
CRESCENT ENERGY COMPANY CL A COM 44952J104 412,029 31,965 SH SOLE 0 19,137 0 12,828
CROWDSTRIKE HLDGS INC CL A 22788C105 333,585 1,260 SH SOLE 0 1,260 0 0
CSX CORP COM 126408103 279,060 6,000 SH SOLE 0 0 0 6,000
DARDEN RESTAURANTS INC COM 237194105 579,750 3,000 SH SOLE 0 3,000 0 0
DEERE & CO COM 244199105 16,829,043 25,060 SH SOLE 0 17,940 0 7,120
DELL TECHNOLOGIES INC CL C 24703L202 1,256,274 2,335 SH SOLE 0 2,335 0 0
DELTA AIR LINES INC COM NEW 247361702 1,194,730 14,315 SH SOLE 0 12,795 0 1,520
DIAMONDBACK ENERGY INC COM 25278X109 8,174,766 44,474 SH SOLE 0 32,029 0 12,445
ELI LILLY & CO COM 532457108 752,102 650 SH SOLE 0 550 0 100
ENBRIDGE INC COM 29250N105 404,695 8,705 SH SOLE 0 6,737 0 1,968
EQT CORP COM 26884L109 621,568 12,800 SH SOLE 0 8,800 0 4,000
EVERUS CONSTR GROUP COM 300426103 1,147,818 9,767 SH SOLE 0 8,795 0 972
EXPAND ENERGY CORPORATION COM 165167735 285,065 3,390 SH SOLE 0 2,190 0 1,200
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 225,243 2,080 SH SOLE 0 1,680 0 400
FEDEX CORP COM 31428X106 521,715 1,830 SH SOLE 0 1,571 0 259
FREEPORT MCMORAN INC CL B 35671D857 7,935,200 113,360 SH SOLE 0 85,630 0 27,730
GE AEROSPACE COM NEW 369604301 690,785 2,212 SH SOLE 0 1,587 0 625
GE VERNOVA INC COM 36828A101 521,819 549 SH SOLE 0 393 0 156
GENERAL MILLS INC COM 370334104 3,307,431 102,843 SH SOLE 0 102,843 0 0
GLOBE LIFE INC COM 37959E102 1,002,183 6,050 SH SOLE 0 6,050 0 0
HALLIBURTON CO COM 406216101 395,338 12,432 SH SOLE 0 10,832 0 1,600
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,453,498 22,750 SH SOLE 0 20,750 0 2,000
HONEYWELL AEROSPACE INC COM 43849R105 224,707 1,450 SH SOLE 0 1,000 0 450
HONEYWELL INTL INC COM 438516205 305,863 1,450 SH SOLE 0 1,000 0 450
HP INC COM 40434L105 1,375,382 43,970 SH SOLE 0 38,720 0 5,250
IES HOLDINGS INC COM 44951W106 879,759 2,740 SH SOLE 0 2,740 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,137,850 37,002 SH SOLE 0 27,342 0 9,660
ISHARES TR CORE S&P500 ETF 464287200 4,721,443 6,165 SH SOLE 0 5,078 0 1,087
ISHARES TR RUSSELL 2000 ETF 464287655 1,111,560 4,000 SH SOLE 0 4,000 0 0
ISHARES TR 0-3 MTH TREASURY 46436E718 13,304,862 132,150 SH SOLE 0 109,150 0 23,000
JOHNSON & JOHNSON COM 478160104 4,809,456 18,167 SH SOLE 0 12,037 0 6,130
KEYSIGHT TECHNOLOGIES INC COM 49338L103 673,474 1,850 SH SOLE 0 1,660 0 190
KNIFE RIVER CORP COMMON STOCK 498894104 610,284 12,104 SH SOLE 0 9,445 0 2,659
LABCORP HOLDINGS INC COM SHS 504922105 1,451,198 4,710 SH SOLE 0 4,210 0 500
LENNAR CORP CL B 526057302 4,295,143 53,696 SH SOLE 0 36,632 0 17,064
LENNAR CORP CL A 526057104 5,298,291 64,938 SH SOLE 0 54,186 0 10,752
LGI HOMES INC COM 50187T106 1,357,690 29,110 SH SOLE 0 23,510 0 5,600
LOWES COS INC COM 548661107 780,820 4,237 SH SOLE 0 4,237 0 0
MCDONALDS CORP COM 580135101 1,422,390 6,159 SH SOLE 0 5,659 0 500
MDU RES GROUP INC COM 552690109 785,688 42,378 SH SOLE 0 36,988 0 5,390
MERCADOLIBRE INC COM 58733R102 345,706 200 SH SOLE 0 200 0 0
MERCK & CO INC COM 58933Y105 6,314,591 43,456 SH SOLE 0 32,666 0 10,790
META PLATFORMS INC CL A 30303M102 462,021 637 SH SOLE 0 403 0 234
MICROSOFT CORP COM 594918104 6,579,595 12,828 SH SOLE 0 9,056 0 3,773
MILLROSE PPTYS INC COM CL A 601137102 1,228,537 47,306 SH SOLE 0 43,231 0 4,075
NEXTERA ENERGY INC COM 65339F101 1,977,571 26,110 SH SOLE 0 15,710 0 10,400
NUTRIEN LTD COM 67077M108 249,388 3,550 SH SOLE 0 2,290 0 1,260
NVIDIA CORPORATION COM 67066G104 4,972,108 21,771 SH SOLE 0 19,571 0 2,200
NVR INC COM 62944T105 8,117,640 1,319 SH SOLE 0 589 0 730
OKTA INC CL A 679295105 250,932 1,200 SH SOLE 0 1,200 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 865,723 4,980 SH SOLE 0 3,600 0 1,380
OVINTIV INC COM 69047Q102 466,839 8,074 SH SOLE 0 7,474 0 600
PALANTIR TECHNOLOGIES INC CL A 69608A108 562,459 3,007 SH SOLE 0 1,512 0 1,495
PERMIAN RESOURCES CORP CLASS A COM 71424F105 1,001,088 47,400 SH SOLE 0 46,400 0 1,000
PFIZER INC COM 717081103 498,244 17,470 SH SOLE 0 6,270 0 11,200
PHILLIPS 66 COM 718546104 9,753,072 38,201 SH SOLE 0 28,816 0 9,385
PINNACLE FINL PARTNERS INC COM 72348N109 2,332,574 24,918 SH SOLE 0 20,206 0 4,712
PNC FINL SVCS GROUP INC COM 693475105 3,194,098 14,371 SH SOLE 0 13,116 0 1,255
PULTE GROUP INC COM 745867101 736,981 6,350 SH SOLE 0 6,350 0 0
QUEST DIAGNOSTICS INC COM 74834L100 983,937 4,222 SH SOLE 0 3,972 0 250
RAYONIER INC COM 754907103 395,988 21,568 SH SOLE 0 21,568 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 239,315 8,903 SH SOLE 0 8,903 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102 453,713 11,340 SH SOLE 0 11,040 0 300
RTX CORPORATION COM 75513E101 2,255,833 12,151 SH SOLE 0 6,316 0 5,835
SERVICENOW INC COM 81762P102 3,364,321 25,105 SH SOLE 0 25,105 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 444,900 3,000 SH SOLE 0 3,000 0 0
SLB LIMITED COM STK 806857108 532,997 10,940 SH SOLE 0 9,540 0 1,400
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 546,043 716 SH SOLE 0 716 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,814,294 56,200 SH SOLE 0 45,000 0 11,200
SYSCO CORP COM 871829107 485,691 6,230 SH SOLE 0 6,230 0 0
TESLA INC COM 88160R101 219,982 620 SH SOLE 0 620 0 0
TRUIST FINL CORP COM 89832Q109 14,557,322 314,413 SH SOLE 0 269,740 0 44,673
UNION PAC CORP COM 907818108 244,917 900 SH SOLE 0 0 0 900
UNITED RENTALS INC COM 911363109 34,056,543 34,030 SH SOLE 0 26,370 0 7,660
VALERO ENERGY CORP COM 91913Y100 11,585,663 29,890 SH SOLE 0 19,690 0 10,200
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 367,722 6,200 SH SOLE 0 6,200 0 0
VSE CORP COM 918284100 20,106,851 122,082 SH SOLE 0 122,082 0 0
WALMART INC COM 931142103 1,186,075 11,413 SH SOLE 0 10,800 0 613
WESCO INTL INC COM 95082P105 811,595 2,257 SH SOLE 0 2,017 0 240
WEYERHAEUSER CO COM NEW 962166104 521,578 27,379 SH SOLE 0 23,536 0 3,843