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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   6,139,743 40,409 SH   SOLE   0 0 40,409
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   10,433,187 54,204 SH   SOLE   0 0 54,204
JOHNSON & JOHNSON COM 478160104   5,328,852 33,998 SH   SOLE   0 0 33,998
VANGUARD INDEX FDS TOTAL STK MKT 922908769   3,903,662 16,456 SH   SOLE   0 0 16,456
SHELL PLC SPON ADS 780259305   606,364 9,215 SH   SOLE   0 0 9,215
PROCTER AND GAMBLE CO COM 742718109   674,459 4,603 SH   SOLE   0 0 4,603
COCA COLA CO COM 191216100   1,469,895 24,943 SH   SOLE   0 0 24,943
INTEL CORP COM 458140100   1,194,879 23,779 SH   SOLE   0 0 23,779
CME GROUP INC COM 12572Q105   4,765,396 22,628 SH   SOLE   0 0 22,628
MEDTRONIC PLC SHS G5960L103   3,570,134 43,337 SH   SOLE   0 0 43,337
LAUDER ESTEE COS INC CL A 518439104   1,162,751 7,950 SH   SOLE   0 0 7,950
MERCK & CO INC COM 58933Y105   6,516,235 59,771 SH   SOLE   0 0 59,771
SPDR S&P 500 ETF TR TR UNIT 78462F103   680,376 1,431 SH   SOLE   0 0 1,431
E L F BEAUTY INC COM 26856L103   314,373 2,178 SH   SOLE   0 0 2,178
ALLSTATE CORP COM 020002101   1,332,207 9,517 SH   SOLE   0 0 9,517
VISTRA CORP COM 92840M102   1,178,236 30,588 SH   SOLE   0 0 30,588
EDWARDS LIFESCIENCES CORP COM 28176E108   1,839,428 24,124 SH   SOLE   0 0 24,124
VERIZON COMMUNICATIONS INC COM 92343V104   2,457,276 65,180 SH   SOLE   0 0 65,180
CHUBB LIMITED COM H1467J104   6,389,155 28,271 SH   SOLE   0 0 28,271
KIMBELL RTY PARTNERS LP UNIT 49435R102   345,584 22,962 SH   SOLE   0 0 22,962
HONEYWELL INTL INC COM 438516106   220,405 1,051 SH   SOLE   0 0 1,051
TRANE TECHNOLOGIES PLC SHS G8994E103   4,669,080 19,143 SH   SOLE   0 0 19,143
HOME DEPOT INC COM 437076102   8,212,133 23,697 SH   SOLE   0 0 23,697
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   11,372,745 83,390 SH   SOLE   0 0 83,390
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   5,870,838 81,505 SH   SOLE   0 0 81,505
IQVIA HLDGS INC COM 46266C105   3,080,724 13,315 SH   SOLE   0 0 13,315
STERIS PLC SHS USD G8473T100   1,810,268 8,234 SH   SOLE   0 0 8,234
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   260,718 731 SH   SOLE   0 0 731
ALPHABET INC CAP STK CL A 02079K305   6,687,519 47,874 SH   SOLE   0 0 47,874
FISERV INC COM 337738108   2,044,149 15,388 SH   SOLE   0 0 15,388
HALLIBURTON CO COM 406216101   1,716,215 47,475 SH   SOLE   0 0 47,475
COMCAST CORP NEW CL A 20030N101   4,127,671 94,132 SH   SOLE   0 0 94,132
MICROSOFT CORP COM 594918104   14,939,965 39,730 SH   SOLE   0 0 39,730
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   5,888,776 81,046 SH   SOLE   0 0 81,046
BOEING CO COM 097023105   525,337 2,015 SH   SOLE   0 0 2,015
SILICON LABORATORIES INC COM 826919102   5,167,524 39,068 SH   SOLE   0 0 39,068
TESLA INC COM 88160R101   312,836 1,259 SH   SOLE   0 0 1,259
NXP SEMICONDUCTORS N V COM N6596X109   3,297,027 14,355 SH   SOLE   0 0 14,355
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   297,835 1,887 SH   SOLE   0 0 1,887
ELI LILLY & CO COM 532457108   264,460 454 SH   SOLE   0 0 454
AIR PRODS & CHEMS INC COM 009158106   4,458,472 16,284 SH   SOLE   0 0 16,284
OPEN LENDING CORP COM 68373J104   190,658 22,404 SH   SOLE   0 0 22,404
MARATHON PETE CORP COM 56585A102   7,631,010 51,436 SH   SOLE   0 0 51,436
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866   9,365,611 130,024 SH   SOLE   0 0 130,024
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   499,311 36,182 SH   SOLE   0 0 36,182
VISA INC COM CL A 92826C839   4,313,116 16,567 SH   SOLE   0 0 16,567
VANGUARD INDEX FDS VALUE ETF 922908744   332,315 2,223 SH   SOLE   0 0 2,223
VACASA INC CLASS A COM 91854V107   363,982 44,388 SH   SOLE   0 0 44,388
L3HARRIS TECHNOLOGIES INC COM 502431109   2,065,211 9,805 SH   SOLE   0 0 9,805
PHILLIPS 66 COM 718546104   230,244 1,729 SH   SOLE   0 0 1,729
META PLATFORMS INC CL A 30303M102   2,675,584 7,559 SH   SOLE   0 0 7,559
BROADCOM INC COM 11135F101   12,694,851 11,373 SH   SOLE   0 0 11,373
STELLAR BANCORP INC COM 858927106   390,874 14,040 SH   SOLE   0 0 14,040
DIAMONDBACK ENERGY INC COM 25278X109   466,385 3,007 SH   SOLE   0 0 3,007
JOHNSON CTLS INTL PLC SHS G51502105   2,102,465 36,476 SH   SOLE   0 0 36,476
PIONEER NAT RES CO COM 723787107   677,610 3,013 SH   SOLE   0 0 3,013
NVIDIA CORPORATION COM 67066G104   6,176,348 12,472 SH   SOLE   0 0 12,472
ABBVIE INC COM 00287Y109   322,526 2,081 SH   SOLE   0 0 2,081
S&P GLOBAL INC COM 78409V104   2,249,990 5,108 SH   SOLE   0 0 5,108
CADENCE BANK COM 12740C103   398,119 13,455 SH   SOLE   0 0 13,455
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   10,871,516 193,650 SH   SOLE   0 0 193,650
INTERCONTINENTAL EXCHANGE IN COM 45866F104   3,244,800 25,265 SH   SOLE   0 0 25,265
CISCO SYS INC COM 17275R102   4,666,999 92,379 SH   SOLE   0 0 92,379
ADVANCED MICRO DEVICES INC COM 007903107   2,688,021 18,235 SH   SOLE   0 0 18,235
SELECT SECTOR SPDR TR ENERGY 81369Y506   253,761 3,027 SH   SOLE   0 0 3,027
MOTOROLA SOLUTIONS INC COM NEW 620076307   8,312,779 26,551 SH   SOLE   0 0 26,551
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   3,880,240 21,700 SH   SOLE   0 0 21,700
ISHARES TR CORE S&P500 ETF 464287200   1,070,308 2,241 SH   SOLE   0 0 2,241
UNION PAC CORP COM 907818108   3,908,312 15,912 SH   SOLE   0 0 15,912
SALESFORCE INC COM 79466L302   3,525,813 13,399 SH   SOLE   0 0 13,399
DARDEN RESTAURANTS INC COM 237194105   3,834,148 23,336 SH   SOLE   0 0 23,336
IDEXX LABS INC COM 45168D104   326,369 588 SH   SOLE   0 0 588
JPMORGAN CHASE & CO COM 46625H100   10,438,920 61,369 SH   SOLE   0 0 61,369
CHEVRON CORP NEW COM 166764100   1,381,079 9,259 SH   SOLE   0 0 9,259
CONOCOPHILLIPS COM 20825C104   562,901 4,850 SH   SOLE   0 0 4,850
TJX COS INC NEW COM 872540109   3,098,269 33,027 SH   SOLE   0 0 33,027
WALMART INC COM 931142103   5,365,997 34,037 SH   SOLE   0 0 34,037
TEXAS INSTRS INC COM 882508104   1,479,410 8,679 SH   SOLE   0 0 8,679
ALPHABET INC CAP STK CL C 02079K107   930,984 6,606 SH   SOLE   0 0 6,606
BEST BUY INC COM 086516101   2,577,112 32,922 SH   SOLE   0 0 32,922
APPLIED MATLS INC COM 038222105   267,416 1,650 SH   SOLE   0 0 1,650
HUMANA INC COM 444859102   257,739 563 SH   SOLE   0 0 563
ARISTA NETWORKS INC COM 040413106   780,009 3,312 SH   SOLE   0 0 3,312
VIPER ENERGY INC CL A 927959106   269,359 8,584 SH   SOLE   0 0 8,584
SPDR SER TR S&P OILGAS EXP 78468R556   225,260 1,645 SH   SOLE   0 0 1,645
ISHARES TR 20 YR TR BD ETF 464287432   2,651,866 26,819 SH   SOLE   0 0 26,819
EATON CORP PLC SHS G29183103   9,256,567 38,438 SH   SOLE   0 0 38,438
ISHARES TR CORE MSCI EURO 46434V738   1,524,727 27,712 SH   SOLE   0 0 27,712
LAM RESEARCH CORP COM 512807108   391,630 500 SH   SOLE   0 0 500
EXXON MOBIL CORP COM 30231G102   3,538,175 35,389 SH   SOLE   0 0 35,389
UNITEDHEALTH GROUP INC COM 91324P102   3,988,006 7,575 SH   SOLE   0 0 7,575
DEVON ENERGY CORP NEW COM 25179M103   4,368,800 96,442 SH   SOLE   0 0 96,442
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   2,041,308 32,233 SH   SOLE   0 0 32,233
APPLE INC COM 037833100   20,328,452 105,586 SH   SOLE   0 0 105,586
RAYMOND JAMES FINL INC COM 754730109   522,527 4,686 SH   SOLE   0 0 4,686