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
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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
AT&T Pfd PFD 00206R409   297,600 12,000 SH   SOLE   12,000 0 0
Bank of America Pfd PFD 06055H400   194,400 10,000 SH   SOLE   10,000 0 0
Public Storage Pfd PFD 74460w594   256,680 12,000 SH   SOLE   12,000 0 0
US Bancorp Pfd PFD 902973718   210,240 12,000 SH   SOLE   12,000 0 0
AbbVie Inc. COM 00287y109   14,554,969 93,921 SH   SOLE   93,921 0 0
Abbott Laboratories COM 002824100   14,113,615 128,224 SH   SOLE   128,224 0 0
Accenture LTD COM g1151c101   14,820,332 42,234 SH   SOLE   42,234 0 0
Adobe Systems COM 00724F101   16,307,419 27,333 SH   SOLE   27,333 0 0
Allstate COM 020002101   957,323 6,839 SH   SOLE   6,839 0 0
Alphabet Inc. Class A COM 02079k305   23,547,682 168,571 SH   SOLE   168,571 0 0
Amazon.Com Inc. COM 023135106   23,631,377 155,530 SH   SOLE   155,530 0 0
American Electric Power COM 025537101   261,528 3,220 SH   SOLE   3,220 0 0
American Tower Corp. COM 03027X100   3,606,923 16,708 SH   SOLE   16,708 0 0
Apple Inc. COM 037833100   25,471,250 132,297 SH   SOLE   132,297 0 0
Applied Materials Inc. COM 038222105   16,329,443 100,755 SH   SOLE   100,755 0 0
Bank Of America Corp. COM 060505104   11,317,877 336,141 SH   SOLE   336,141 0 0
Berkshire Hathaway Inc. Cl B COM 084670702   12,183,148 34,159 SH   SOLE   34,159 0 0
Booking Holdings Inc. COM 09857L108   18,702,717 5,272 SH   SOLE   5,272 0 0
Bristol Myers Squibb COM 110122108   821,469 16,009 SH   SOLE   16,009 0 0
Broadcom Inc COM 11135F101   22,575,598 20,224 SH   SOLE   20,224 0 0
CVS Health Corp. COM 126650100   13,619,578 172,487 SH   SOLE   172,487 0 0
Capital One Financial COM 14040h105   11,760,216 89,690 SH   SOLE   89,690 0 0
Caterpillar Inc Del COM 149123101   19,778,515 66,893 SH   SOLE   66,893 0 0
Chevron Corp. COM 166764100   10,122,531 67,863 SH   SOLE   67,863 0 0
Chubb Limited COM h1467j104   12,624,100 55,858 SH   SOLE   55,858 0 0
Cisco Systems COM 17275R102   14,629,994 289,588 SH   SOLE   289,588 0 0
Constellation Brands Inc-A COM 21036p108   7,515,524 31,088 SH   SOLE   31,088 0 0
Delta Air Lines COM 247361702   13,556,866 336,984 SH   SOLE   336,984 0 0
Duke Energy Corp. COM 26441c204   2,146,020 22,114 SH   SOLE   22,114 0 0
Eaton Corp. COM G29183103   21,694,449 90,085 SH   SOLE   90,085 0 0
Eli Lilly & Co COM 532457108   624,307 1,071 SH   SOLE   1,071 0 0
Evercore Inc. COM 29977a105   14,972,829 87,534 SH   SOLE   87,534 0 0
First Energy Corp. COM 337932107   9,866,855 269,145 SH   SOLE   269,145 0 0
Fiserv Inc. COM 337738108   13,756,711 103,558 SH   SOLE   103,558 0 0
Gilead Sciences Inc. COM 375558103   11,546,764 142,535 SH   SOLE   142,535 0 0
Home Depot Inc. COM 437076102   18,354,819 52,964 SH   SOLE   52,964 0 0
Humana Inc. COM 444859102   357,549 781 SH   SOLE   781 0 0
J. P. Morgan COM 46625H100   16,346,072 96,096 SH   SOLE   96,096 0 0
Jabil Circuit, Inc. COM 466313103   20,044,167 157,332 SH   SOLE   157,332 0 0
Lam Research COM 512807108   4,836,630 6,175 SH   SOLE   6,175 0 0
Lowe's Companies Inc. COM 548661107   656,522 2,950 SH   SOLE   2,950 0 0
Marathon Pete Corp. COM 56585a102   13,557,099 91,379 SH   SOLE   91,379 0 0
Merck & Co. COM 58933y105   14,819,395 135,932 SH   SOLE   135,932 0 0
Meta Platforms Inc. COM 30303M102   16,131,019 45,573 SH   SOLE   45,573 0 0
Microsoft Corp. COM 594918104   26,329,648 70,018 SH   SOLE   70,018 0 0
NVIDIA Corp. COM 67066g104   20,363,694 41,120 SH   SOLE   41,120 0 0
NVR Inc. COM 62944T105   210,013 30 SH   SOLE   30 0 0
Netflix Inc COM 64110l106   10,141,223 20,829 SH   SOLE   20,829 0 0
Nike Inc. Cl B COM 654106103   12,348,751 113,740 SH   SOLE   113,740 0 0
Nucor Corp. COM 670346105   11,259,952 64,697 SH   SOLE   64,697 0 0
O'Reilly Automotive Inc. COM 67103H107   1,110,643 1,169 SH   SOLE   1,169 0 0
Omnicom Group Inc. COM 681919106   13,867,293 160,297 SH   SOLE   160,297 0 0
Pepsico Inc. COM 713448108   10,024,548 59,023 SH   SOLE   59,023 0 0
Phillips 66 COM 718546104   12,726,192 95,585 SH   SOLE   95,585 0 0
Procter & Gamble COM 742718109   9,036,363 61,664 SH   SOLE   61,664 0 0
Prologis Inc COM 74340w103   8,742,213 65,583 SH   SOLE   65,583 0 0
Qualcomm Inc. COM 747525103   8,097,327 55,986 SH   SOLE   55,986 0 0
RTX Corp COM 75513E101   357,931 4,254 SH   SOLE   4,254 0 0
Realty Income Corp. COM 756109104   7,885,373 137,328 SH   SOLE   137,328 0 0
SalesForce Inc. COM 79466L302   18,894,241 71,803 SH   SOLE   71,803 0 0
Seagate Technology Holdings COM G7997r103   11,613,051 136,032 SH   SOLE   136,032 0 0
Sherwin-Williams Co. COM 824348106   12,640,182 40,526 SH   SOLE   40,526 0 0
Simon PPTY Group COM 828806109   2,023,348 14,185 SH   SOLE   14,185 0 0
Southern Company COM 842587107   9,802,425 139,795 SH   SOLE   139,795 0 0
Standard & Poors Depository Re COM 78462F103   420,174 884 SH   SOLE   884 0 0
TJX Cos. Inc. COM 872540109   4,616,390 49,210 SH   SOLE   49,210 0 0
Tesla Inc. COM 88160r101   12,879,463 51,833 SH   SOLE   51,833 0 0
Thermo Fisher Scientific COM 883556102   15,691,240 29,562 SH   SOLE   29,562 0 0
Tyson Foods, Inc. COM 902494103   6,023,881 112,072 SH   SOLE   112,072 0 0
United Parcel Service COM 911312106   10,095,626 64,209 SH   SOLE   64,209 0 0
UnitedHealth Group Inc. COM 91324P102   16,710,450 31,740 SH   SOLE   31,740 0 0
Visa Inc. COM 92826c839   15,511,231 59,578 SH   SOLE   59,578 0 0
Wal Mart Stores COM 931142103   10,302,115 65,348 SH   SOLE   65,348 0 0
Walt Disney Co. COM 254687106   8,982,368 99,483 SH   SOLE   99,483 0 0
Invesco Gold & Special Mnrls MMF 00143N750   415,401 18,147 SH   SOLE   18,147 0 0