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
Abbott Laboratories Common Stock 002824100 8,047,233 81,425 SH SOLE 81,425 0 0
AbbVie Inc Common Stock 00287Y109 8,275,923 31,637 SH SOLE 31,637 0 0
Adobe Inc Common Stock 00724F101 8,230,182 34,301 SH SOLE 34,301 0 0
Advanced Micro Devices Inc Common Stock 007903107 100,819,883 164,803 SH SOLE 164,803 0 0
Agnico Eagle Mines Ltd Common Stock 008474108 27,975,799 152,648 SH SOLE 152,648 0 0
Alamos Gold Inc Common Stock 011532108 26,304,955 812,132 SH SOLE 812,132 0 0
Ally Financial Inc Common Stock 02005N100 307,694 8,179 SH SOLE 8,179 0 0
Alphabet Inc Common Stock 02079K305 101,191,175 294,092 SH SOLE 294,092 0 0
Amazon.com Inc Common Stock 023135106 99,955,243 401,185 SH SOLE 401,185 0 0
American Express Co Common Stock 025816109 6,758,014 22,223 SH SOLE 22,223 0 0
American International Group Inc Common Stock 026874784 445,776 5,990 SH SOLE 5,990 0 0
American Tower Corp REIT 03027X100 5,627,007 34,376 SH SOLE 34,376 0 0
Amgen Inc Common Stock 031162100 8,999,660 21,351 SH SOLE 21,351 0 0
Elevance Health Inc Common Stock 036752103 7,989,862 20,549 SH SOLE 20,549 0 0
Apple Inc Common Stock 037833100 104,883,983 314,948 SH SOLE 314,948 0 0
Applied Materials Inc Common Stock 038222105 66,438,490 129,920 SH SOLE 129,920 0 0
Ares Management Corp Common Stock 03990B101 415,889 3,580 SH SOLE 3,580 0 0
Baker Hughes Co Common Stock 05722G100 19,820,602 361,031 SH SOLE 361,031 0 0
Banc of California Inc Common Stock 05990K106 340,069 19,737 SH SOLE 19,737 0 0
Bank of America Corp Common Stock 060505104 7,376,081 135,515 SH SOLE 135,515 0 0
Bank of New York Mellon Corp/The Common Stock 064058100 6,557,813 45,342 SH SOLE 45,342 0 0
Bank OZK Common Stock 06417N103 207,693 4,519 SH SOLE 4,519 0 0
Barrick Mining Corp Common Stock 06849F108 26,668,824 655,737 SH SOLE 655,737 0 0
Berkshire Hathaway Inc Common Stock 084670702 40,227,389 80,786 SH SOLE 80,786 0 0
Blackrock Inc Common Stock 09290D101 6,770,939 6,398 SH SOLE 6,398 0 0
Bristol-Myers Squibb Co Common Stock 110122108 8,302,694 133,056 SH SOLE 133,056 0 0
Broadridge Financial Solutions Inc Common Stock 11133T103 358,286 2,224 SH SOLE 2,224 0 0
Broadcom Inc Common Stock 11135F101 98,942,515 281,735 SH SOLE 281,735 0 0
Brown & Brown Inc Common Stock 115236101 292,868 4,809 SH SOLE 4,809 0 0
Cboe Global Markets Inc Common Stock 12503M108 269,784 980 SH SOLE 980 0 0
CBRE Group Inc Common Stock 12504L109 5,498,002 42,796 SH SOLE 42,796 0 0
CME Group Inc Common Stock 12572Q105 6,801,525 25,962 SH SOLE 25,962 0 0
CVS Health Corp Common Stock 126650100 8,231,039 96,056 SH SOLE 96,056 0 0
Capital One Financial Corp Common Stock 14040H105 7,406,358 38,361 SH SOLE 38,361 0 0
Carlyle Group Inc/The Common Stock 14316J108 133,456 3,365 SH SOLE 3,365 0 0
Expand Energy Corp Common Stock 165167735 20,075,058 238,733 SH SOLE 238,733 0 0
Chevron Corp Common Stock 166764100 29,427,478 144,104 SH SOLE 144,104 0 0
Cisco Systems Inc Common Stock 17275R102 40,698,993 378,138 SH SOLE 378,138 0 0
Citigroup Inc Common Stock 172967424 6,653,330 51,385 SH SOLE 51,385 0 0
Citizens Financial Group Inc Common Stock 174610105 205,498 3,223 SH SOLE 3,223 0 0
Coastal Financial Corp/WA Common Stock 19046P209 102,686 2,571 SH SOLE 2,571 0 0
Coeur Mining Inc Common Stock 192108504 27,021,139 1,535,292 SH SOLE 1,535,292 0 0
Cognizant Technology Solutions Corp Common Stock 192446102 9,099,760 158,422 SH SOLE 158,422 0 0
Columbia Banking System Inc Common Stock 197236102 220,849 7,722 SH SOLE 7,722 0 0
ConocoPhillips Common Stock 20825C104 20,445,130 163,365 SH SOLE 163,365 0 0
Corebridge Financial Inc Common Stock 21871X109 315,567 9,528 SH SOLE 9,528 0 0
Corpay Inc Common Stock 219948106 288,341 742 SH SOLE 742 0 0
Danaher Corp Common Stock 235851102 8,639,121 38,994 SH SOLE 38,994 0 0
Devon Energy Corp Common Stock 25179M103 20,271,596 440,304 SH SOLE 440,304 0 0
Diamondback Energy Inc Common Stock 25278X109 20,397,580 110,971 SH SOLE 110,971 0 0
Digital Realty Trust Inc REIT 253868103 5,705,076 32,502 SH SOLE 32,502 0 0
EOG Resources Inc Common Stock 26875P101 20,317,396 147,484 SH SOLE 147,484 0 0
EQT Corp Common Stock 26884L109 20,229,125 416,580 SH SOLE 416,580 0 0
East West Bancorp Inc Common Stock 27579R104 349,359 2,819 SH SOLE 2,819 0 0
eBay Inc Common Stock 278642103 8,736,717 82,383 SH SOLE 82,383 0 0
Equinix Inc REIT 29444U700 5,771,064 5,705 SH SOLE 5,705 0 0
Evercore Inc Common Stock 29977A105 231,493 899 SH SOLE 899 0 0
ExxonMobil Holdings Corp Common Stock 30233Q108 64,401,314 395,707 SH SOLE 395,707 0 0
Meta Platforms Inc Common Stock 30303M102 106,796,533 147,269 SH SOLE 147,269 0 0
First American Financial Corp Common Stock 31847R102 329,272 5,421 SH SOLE 5,421 0 0
First Horizon Corp Common Stock 320517105 181,236 7,873 SH SOLE 7,873 0 0
Franco-Nevada Corp Common Stock 351858105 27,162,160 114,074 SH SOLE 114,074 0 0
Arthur J Gallagher & Co Common Stock 363576109 601,982 2,639 SH SOLE 2,639 0 0
Gilead Sciences Inc Common Stock 375558103 8,264,972 55,451 SH SOLE 55,451 0 0
Globe Life Inc Common Stock 37959E102 299,330 1,807 SH SOLE 1,807 0 0
Gold Fields Ltd ADR 38059T106 24,902,212 689,430 SH SOLE 689,430 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 7,023,708 7,801 SH SOLE 7,801 0 0
HDFC Bank Ltd ADR 40415F101 968,752 43,364 SH SOLE 43,364 0 0
Halliburton Co Common Stock 406216101 19,803,673 622,757 SH SOLE 622,757 0 0
Hamilton Lane Inc Common Stock 407497106 204,816 2,358 SH SOLE 2,358 0 0
Hancock Whitney Corp Common Stock 410120109 171,311 2,378 SH SOLE 2,378 0 0
Hanover Insurance Group Inc/The Common Stock 410867105 182,430 852 SH SOLE 852 0 0
Harmony Gold Mining Co Ltd ADR 413216300 25,107,574 1,416,906 SH SOLE 1,416,906 0 0
Hecla Mining Co Common Stock 422704106 27,101,133 1,591,376 SH SOLE 1,591,376 0 0
Home BancShares Inc/AR Common Stock 436893200 132,080 4,687 SH SOLE 4,687 0 0
Houlihan Lokey Inc Common Stock 441593100 382,684 3,029 SH SOLE 3,029 0 0
Huntington Bancshares Inc/OH Common Stock 446150104 1,025,396 67,195 SH SOLE 67,195 0 0
ICICI Bank Ltd ADR 45104G104 728,009 26,425 SH SOLE 26,425 0 0
Intel Corp Common Stock 458140100 96,341,261 801,308 SH SOLE 801,308 0 0
Intercontinental Exchange Inc Common Stock 45866F104 1,472,259 9,684 SH SOLE 9,684 0 0
Intuit Inc Common Stock 461202103 7,483,872 27,144 SH SOLE 27,144 0 0
Intuitive Surgical Inc Common Stock 46120E602 8,493,281 20,887 SH SOLE 20,887 0 0
Invesco Nasdaq 100 ETF ETP 46138G649 77,871,163 255,617 SH SOLE 255,617 0 0
iShares 20(plus) Year Treasury Bond ETF ETP 464287432 93,391,068 1,200,708 SH SOLE 1,200,708 0 0
iShares MSCI EAFE ETF ETP 464287465 10,841,857 104,359 SH SOLE 104,359 0 0
iShares Core MSCI EAFE ETF ETP 46432F842 10,834,962 111,839 SH SOLE 111,839 0 0
iShares 0-3 Month Treasury Bond ETF ETP 46436E718 116,122,198 1,153,379 SH SOLE 1,153,379 0 0
iShares Bitcoin Trust ETF ETP 46438F101 19,431,034 410,457 SH SOLE 410,457 0 0
JPMorgan Chase & Co Common Stock 46625H100 39,395,898 119,082 SH SOLE 119,082 0 0
Jackson Financial Inc Common Stock 46817M107 219,456 1,697 SH SOLE 1,697 0 0
Johnson & Johnson Common Stock 478160104 48,446,096 182,995 SH SOLE 182,995 0 0
KLA Corp Common Stock 482480100 8,918,827 45,754 SH SOLE 45,754 0 0
KKR & Co Inc Common Stock 48251W104 430,845 4,719 SH SOLE 4,719 0 0
Kinross Gold Corp Common Stock 496902404 25,664,295 1,065,793 SH SOLE 1,065,793 0 0
Kinsale Capital Group Inc Common Stock 49714P108 239,481 742 SH SOLE 742 0 0
LPL Financial Holdings Inc Common Stock 50212V100 491,726 1,608 SH SOLE 1,608 0 0
Lam Research Corp Common Stock 512807306 103,135,386 313,949 SH SOLE 313,949 0 0
Eli Lilly & Co Common Stock 532457108 48,804,477 42,179 SH SOLE 42,179 0 0
MSCI Inc Common Stock 55354G100 914,106 1,697 SH SOLE 1,697 0 0
Marathon Petroleum Corp Common Stock 56585A102 20,567,771 52,015 SH SOLE 52,015 0 0
Marsh & McLennan Cos Inc Common Stock 571748102 1,127,330 6,603 SH SOLE 6,603 0 0
Mastercard Inc Common Stock 57636Q104 8,151,830 14,782 SH SOLE 14,782 0 0
McKesson Corp Common Stock 58155Q103 8,276,834 9,694 SH SOLE 9,694 0 0
Merck & Co Inc Common Stock 58933Y105 8,133,291 55,972 SH SOLE 55,972 0 0
Microsoft Corp Common Stock 594918104 108,143,426 210,847 SH SOLE 210,847 0 0
Micron Technology Inc Common Stock 595112103 105,137,008 98,710 SH SOLE 98,710 0 0
Moelis & Co Common Stock 60786M105 143,858 2,501 SH SOLE 2,501 0 0
Morgan Stanley Common Stock 617446448 6,514,903 34,639 SH SOLE 34,639 0 0
Netflix Inc Common Stock 64110L106 58,342,482 838,495 SH SOLE 838,495 0 0
Newmont Corp Common Stock 651639106 29,524,964 255,982 SH SOLE 255,982 0 0
NVIDIA Corp Common Stock 67066G104 105,856,871 463,512 SH SOLE 463,512 0 0
Occidental Petroleum Corp Common Stock 674599105 20,206,349 365,263 SH SOLE 365,263 0 0
Old National Bancorp/IN Common Stock 680033107 437,828 17,769 SH SOLE 17,769 0 0
PNC Financial Services Group Inc/The Common Stock 693475105 7,695,308 34,623 SH SOLE 34,623 0 0
Palantir Technologies Inc Common Stock 69608A108 89,358,835 477,727 SH SOLE 477,727 0 0
Palo Alto Networks Inc Common Stock 697435105 9,617,286 24,206 SH SOLE 24,206 0 0
Palomar Holdings Inc Common Stock 69753M105 463,570 3,760 SH SOLE 3,760 0 0
Pan American Silver Corp Common Stock 697900108 25,898,330 569,069 SH SOLE 569,069 0 0
Pfizer Inc Common Stock 717081103 8,614,181 302,040 SH SOLE 302,040 0 0
Phillips 66 Common Stock 718546104 20,459,012 80,134 SH SOLE 80,134 0 0
Pinnacle Financial Partners Inc Common Stock 72348N109 519,536 5,550 SH SOLE 5,550 0 0
Popular Inc Common Stock 733174700 297,220 1,912 SH SOLE 1,912 0 0
Primerica Inc Common Stock 74164M108 239,158 878 SH SOLE 878 0 0
Progressive Corp/The Common Stock 743315103 8,274,157 39,912 SH SOLE 39,912 0 0
Prologis Inc REIT 74340W103 5,766,194 44,410 SH SOLE 44,410 0 0
Prosperity Bancshares Inc Common Stock 743606105 272,057 4,109 SH SOLE 4,109 0 0
Public Storage REIT 74460D109 5,829,615 20,611 SH SOLE 20,611 0 0
QUALCOMM Inc Common Stock 747525103 10,260,230 55,750 SH SOLE 55,750 0 0
Raymond James Financial Inc Common Stock 754730109 148,223 938 SH SOLE 938 0 0
Realty Income Corp REIT 756109104 12,028,047 221,511 SH SOLE 221,511 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107 7,996,715 10,546 SH SOLE 10,546 0 0
Regions Financial Corp Common Stock 7591EP100 139,104 5,175 SH SOLE 5,175 0 0
Reinsurance Group of America Inc Common Stock 759351604 183,449 745 SH SOLE 745 0 0
Royal Gold Inc Common Stock 780287108 28,799,316 122,031 SH SOLE 122,031 0 0
Ryan Specialty Holdings Inc Common Stock 78351F107 435,638 11,774 SH SOLE 11,774 0 0
S&P Global Inc Common Stock 78409V104 13,974,889 35,427 SH SOLE 35,427 0 0
SEI Investments Co Common Stock 784117103 191,666 1,867 SH SOLE 1,867 0 0
SLB Ltd Common Stock 806857108 19,599,569 402,290 SH SOLE 402,290 0 0
Charles Schwab Corp/The Common Stock 808513105 8,022,206 82,077 SH SOLE 82,077 0 0
Seacoast Banking Corp of Florida Common Stock 811707801 258,046 8,107 SH SOLE 8,107 0 0
Simon Property Group Inc REIT 828806109 5,941,492 29,595 SH SOLE 29,595 0 0
SOUTHSTATE BANK CORP Common Stock 84472E102 488,143 4,903 SH SOLE 4,903 0 0
StepStone Group Inc Common Stock 85914M107 221,427 5,102 SH SOLE 5,102 0 0
Stifel Financial Corp Common Stock 860630102 138,119 1,972 SH SOLE 1,972 0 0
Stryker Corp Common Stock 863667101 8,436,297 30,634 SH SOLE 30,634 0 0
TPG Inc Common Stock 872657101 337,462 7,647 SH SOLE 7,647 0 0
Tesla Inc Common Stock 88160R101 100,000,715 281,843 SH SOLE 281,843 0 0
Texas Instruments Inc Common Stock 882508104 8,892,017 31,747 SH SOLE 31,747 0 0
Texas Pacific Land Corp Common Stock 88262P102 18,510,728 56,811 SH SOLE 56,811 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 8,579,886 12,710 SH SOLE 12,710 0 0
Tradeweb Markets Inc Common Stock 892672106 329,243 3,265 SH SOLE 3,265 0 0
Truist Financial Corp Common Stock 89832Q109 410,913 8,875 SH SOLE 8,875 0 0
UMB Financial Corp Common Stock 902788108 463,486 3,565 SH SOLE 3,565 0 0
US Bancorp Common Stock 902973304 7,664,983 132,704 SH SOLE 132,704 0 0
UnitedHealth Group Inc Common Stock 91324P102 8,169,732 22,256 SH SOLE 22,256 0 0
Valero Energy Corp Common Stock 91913Y100 20,630,155 53,224 SH SOLE 53,224 0 0
Vanguard Extended Duration Treasury ETF ETP 921910709 13,081,043 235,907 SH SOLE 235,907 0 0
Vanguard Long-Term Treasury ETF ETP 92206C847 56,922,839 1,135,278 SH SOLE 1,135,278 0 0
Ventas Inc REIT 92276F100 5,934,226 69,798 SH SOLE 69,798 0 0
Vanguard S&P 500 ETF ETP 922908363 164,815,639 235,162 SH SOLE 235,162 0 0
Vertex Pharmaceuticals Inc Common Stock 92532F100 8,573,038 16,398 SH SOLE 16,398 0 0
Visa Inc Common Stock 92826C839 40,635,911 113,088 SH SOLE 113,088 0 0
Voya Financial Inc Common Stock 929089100 187,826 1,988 SH SOLE 1,988 0 0
WSFS Financial Corp Common Stock 929328102 149,855 1,983 SH SOLE 1,983 0 0
Wells Fargo & Co Common Stock 949746101 7,628,765 95,300 SH SOLE 95,300 0 0
Welltower Inc REIT 95040Q104 39,581,249 171,913 SH SOLE 171,913 0 0
Western Alliance Bancorp Common Stock 957638109 262,925 3,501 SH SOLE 3,501 0 0
Wheaton Precious Metals Corp Common Stock 962879102 28,309,326 211,706 SH SOLE 211,706 0 0
Wintrust Financial Corp Common Stock 97650W108 301,935 2,129 SH SOLE 2,129 0 0
Workday Inc Common Stock 98138H101 9,850,782 51,721 SH SOLE 51,721 0 0
Zions Bancorp NA Common Stock 989701107 215,265 3,436 SH SOLE 3,436 0 0
Anglogold Ashanti Plc Common Stock G0378L100 26,042,188 277,192 SH SOLE 277,192 0 0
Aon PLC Common Stock G0403H108 343,472 1,241 SH SOLE 1,241 0 0
Arch Capital Group Ltd Common Stock G0450A105 229,884 2,489 SH SOLE 2,489 0 0
Axis Capital Holdings Ltd Common Stock G0692U109 169,183 1,796 SH SOLE 1,796 0 0
Medtronic PLC Common Stock G5960L103 15,735,499 182,356 SH SOLE 182,356 0 0
RenaissanceRe Holdings Ltd Common Stock G7496G103 134,611 423 SH SOLE 423 0 0
Willis Towers Watson PLC Common Stock G96629103 683,682 2,372 SH SOLE 2,372 0 0
Chubb Ltd Common Stock H1467J104 14,079,422 43,288 SH SOLE 43,288 0 0
NextEra Energy Inc Common Stock 65339F101 38,412,677 507,165 SH SOLE 507,165 0 0
General Electric Co Common Stock 369604301 32,976,575 105,596 SH SOLE 105,596 0 0
Caterpillar Inc Common Stock 149123101 39,437,636 48,641 SH SOLE 48,641 0 0
Walmart Inc Common Stock 931142103 39,283,319 378,015 SH SOLE 378,015 0 0
Air Products and Chemicals Inc Common Stock 009158106 6,700,891 24,084 SH SOLE 24,084 0 0
Becton Dickinson & Co Common Stock 075887109 8,593,611 48,009 SH SOLE 48,009 0 0
Colgate-Palmolive Co Common Stock 194162103 6,571,688 77,024 SH SOLE 77,024 0 0
Ecolab Inc Common Stock 278865100 7,193,172 26,197 SH SOLE 26,197 0 0
Waters Corp Common Stock 941848103 8,567,226 19,498 SH SOLE 19,498 0 0
Kimberly-Clark Corp Common Stock 494368103 6,299,726 64,659 SH SOLE 64,659 0 0
Linde PLC Common Stock G54950103 6,352,241 13,383 SH SOLE 13,383 0 0
Sherwin-Williams Co/The Common Stock 824348106 6,959,680 21,529 SH SOLE 21,529 0 0
Roper Technologies Inc Common Stock 776696106 7,071,360 20,238 SH SOLE 20,238 0 0
PepsiCo Inc Common Stock 713448108 6,430,660 50,747 SH SOLE 50,747 0 0
Illinois Tool Works Inc Common Stock 452308109 6,945,788 26,997 SH SOLE 26,997 0 0
Mobility Global Inc Common Stock 60744M106 5,775,125 336,742 SH SOLE 336,742 0 0
Lowe's Cos Inc Common Stock 548661107 6,219,419 33,748 SH SOLE 33,748 0 0
Automatic Data Processing Inc Common Stock 053015103 7,723,220 29,928 SH SOLE 29,928 0 0
Target Corp Common Stock 87612E106 8,547,126 54,548 SH SOLE 54,548 0 0
WW Grainger Inc Common Stock 384802104 6,688,485 5,369 SH SOLE 5,369 0 0
Consolidated Edison Inc Common Stock 209115104 6,605,935 64,631 SH SOLE 64,631 0 0
Fastenal Co Common Stock 311900104 7,623,559 153,918 SH SOLE 153,918 0 0
Emerson Electric Co Common Stock 291011104 8,289,164 53,444 SH SOLE 53,444 0 0
Aflac Inc Common Stock 001055102 6,626,542 59,282 SH SOLE 59,282 0 0
McDonald's Corp Common Stock 580135101 5,895,898 25,530 SH SOLE 25,530 0 0
Procter & Gamble Co/The Common Stock 742718109 7,146,178 49,189 SH SOLE 49,189 0 0
Cardinal Health Inc Common Stock 14149Y108 6,781,578 30,479 SH SOLE 30,479 0 0
Coca-Cola Co/The Common Stock 191216100 7,416,825 86,162 SH SOLE 86,162 0 0
International Business Machines Corp Common Stock 459200101 5,195,406 23,623 SH SOLE 23,623 0 0
General Dynamics Corp Common Stock 369550108 6,410,292 19,318 SH SOLE 19,318 0 0