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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   1,211,098 2,030 SH   SOLE   0 0 2,030
ALPHABET INC CAP STK CL C 02079K107   7,495,785 53,188 SH   SOLE   0 0 53,188
ALPHABET INC CAP STK CL A 02079K305   9,955,008 71,265 SH   SOLE   0 0 71,265
AMAZON COM INC COM 023135106   17,956,269 118,180 SH   SOLE   0 0 118,180
ANALOG DEVICES INC COM 032654105   13,714,341 69,069 SH   SOLE   0 0 69,069
APPLE INC COM 037833100   767,810 3,988 SH   SOLE   0 0 3,988
APPLIED MATLS INC COM 038222105   3,797,300 23,430 SH   SOLE   0 0 23,430
ARBOR REALTY TRUST INC COM 038923108   5,009,400 330,000 SH Put SOLE   0 0 0
AUTODESK INC COM 052769106   4,625,633 18,998 SH   SOLE   0 0 18,998
AVANTOR INC COM 05352A100   406,831 17,820 SH   SOLE   0 0 17,820
BANK AMERICA CORP 7.25%CNV PFD L 060505682   12,784,069 10,594 SH   SOLE   0 0 10,594
BANK AMERICA CORP COM 060505104   7,038,074 209,031 SH   SOLE   0 0 209,031
BECTON DICKINSON & CO COM 075887109   8,027,859 32,924 SH   SOLE   0 0 32,924
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   11,319,318 31,737 SH   SOLE   0 0 31,737
CAMBER ENERGY INC COM 13200M607   81,379 356,299 SH   SOLE   0 0 356,299
CANADIAN PACIFIC KANSAS CITY COM 13646K108   698,416 8,834 SH   SOLE   0 0 8,834
DANAHER CORPORATION COM 235851102   8,557,961 36,993 SH   SOLE   0 0 36,993
DBX ETF TR XTRACK HRVST CSI 233051879   289,550 12,110 SH   SOLE   0 0 12,110
DIAGEO PLC SPON ADR NEW 25243Q205   3,010,647 20,669 SH   SOLE   0 0 20,669
DISNEY WALT CO COM 254687106   220,940 2,447 SH   SOLE   0 0 2,447
FIDELITY COVINGTON TRUST CLOUD COMPUTNG 316092246   223,641 9,900 SH   SOLE   0 0 9,900
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   512,797 3,934 SH   SOLE   0 0 3,934
HOME DEPOT INC COM 437076102   560,718 1,618 SH   SOLE   0 0 1,618
HONEYWELL INTL INC COM 438516106   14,834,047 70,736 SH   SOLE   0 0 70,736
HOWARD HUGHES HOLDINGS INC COM 44267T102   384,975 4,500 SH   SOLE   0 0 4,500
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,751,352 44,782 SH   SOLE   0 0 44,782
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431   754,908 7,700 SH   SOLE   0 0 7,700
ISHARES TR U.S. MED DVC ETF 464288810   540,564 10,016 SH   SOLE   0 0 10,016
LAM RESEARCH CORP COM 512807108   1,043,302 1,332 SH   SOLE   0 0 1,332
LINDE PLC SHS G54950103   2,840,060 6,915 SH   SOLE   0 0 6,915
META PLATFORMS INC CL A 30303M102   922,066 2,605 SH   SOLE   0 0 2,605
MICROSOFT CORP COM 594918104   19,517,228 51,902 SH   SOLE   0 0 51,902
NORTHROP GRUMMAN CORP COM 666807102   688,634 1,471 SH   SOLE   0 0 1,471
PHILIP MORRIS INTL INC COM 718172109   7,479,736 79,504 SH   SOLE   0 0 79,504
PIMCO DYNAMIC INCOME STRATEG COM SHS BEN INT 69346N107   306,606 14,971 SH   SOLE   0 0 14,971
REGENERON PHARMACEUTICALS COM 75886F107   322,332 367 SH   SOLE   0 0 367
RTX CORPORATION COM 75513E101   10,235,715 121,651 SH   SOLE   0 0 121,651
S&P GLOBAL INC COM 78409V104   9,951,787 22,591 SH   SOLE   0 0 22,591
SPROTT PHYSICAL GOLD TR UNIT 85207H104   2,268,002 142,373 SH   SOLE   0 0 142,373
STRYKER CORPORATION COM 863667101   710,918 2,374 SH   SOLE   0 0 2,374
SUPER GROUP SGHC LIMITED ORD SHS G8588X103   406,885 128,355 SH   SOLE   0 0 128,355
TECK RESOURCES LTD CL B 878742204   410,019 9,700 SH   SOLE   0 0 9,700
TELEDYNE TECHNOLOGIES INC COM 879360105   2,803,594 6,282 SH   SOLE   0 0 6,282
TEXAS INSTRS INC COM 882508104   6,362,079 37,323 SH   SOLE   0 0 37,323
THERMO FISHER SCIENTIFIC INC COM 883556102   14,577,086 27,463 SH   SOLE   0 0 27,463
UNION PAC CORP COM 907818108   1,832,571 7,461 SH   SOLE   0 0 7,461
VANECK ETF TRUST GOLD MINERS ETF 92189F106   336,614 10,855 SH   SOLE   0 0 10,855
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   867,371 10,220 SH   SOLE   0 0 10,220
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   738,802 13,160 SH   SOLE   0 0 13,160
VISA INC COM CL A 92826C839   5,962,015 22,900 SH   SOLE   0 0 22,900
WELLS FARGO CO NEW PERP PFD CNV A 949746804   5,721,783 4,784 SH   SOLE   0 0 4,784
WILLIAMS COS INC COM 969457100   5,197,472 149,224 SH   SOLE   0 0 149,224