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
ABBVIE INC COM com 00287Y109   14,501,298 69,212 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A com 02079K305   60,964,964 394,238 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL C com 02079K107   8,098,963 51,840 SH   SOLE   0 0 0
ALTRIA GROUP INC COM com 02209S103   603,501 10,055 SH   SOLE   0 0 0
AMAZON COM INC COM com 023135106   84,039,935 441,711 SH   SOLE   0 0 0
AMERICAN EXPRESS CO COM com 025816109   12,290,771 45,682 SH   SOLE   0 0 0
APPLE INC COM com 037833100   208,752,543 939,776 SH   SOLE   0 0 0
ARCUTIS BIOTHERAPEUTICS INC COM com 03969K108   8,338,466 533,150 SH   SOLE   0 0 0
BANK AMERICA CORP COM com 060505104   923,986 22,142 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW com 084670702   2,793,382 5,245 SH   SOLE   0 0 0
BLACKSTONE INC COM com 09260D107   54,373,700 388,995 SH   SOLE   0 0 0
CARRIER GLOBAL CORPORATION COM com 14448C104   570,600 9,000 SH   SOLE   0 0 0
CBOE GLOBAL MKTS INC COM com 12503M108   963,090 4,256 SH   SOLE   0 0 0
CHEVRON CORP NEW COM com 166764100   266,828 1,595 SH   SOLE   0 0 0
CISCO SYS INC COM com 17275R102   335,085 5,430 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101   793,350 21,500 SH   SOLE   0 0 0
COMERICA INC COM com 200340107   4,483,126 75,908 SH   SOLE   0 0 0
CONOCOPHILLIPS COM com 20825C104   905,798 8,625 SH   SOLE   0 0 0
CONSTELLATION ENERGY CORP COM com 21037T109   5,396,425 26,764 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM com 22160K105   15,428,509 16,313 SH   SOLE   0 0 0
DANAHER CORPORATION COM com 235851102   2,412,030 11,766 SH   SOLE   0 0 0
DEERE & CO COM com 244199105   1,267,245 2,700 SH   SOLE   0 0 0
EAGLE MATLS INC COM com 26969P108   282,961 1,275 SH   SOLE   0 0 0
ELI LILLY & CO COM com 532457108   3,263,170 3,951 SH   SOLE   0 0 0
FERRARI N V COM com N3167Y103   1,155,276 2,700 SH   SOLE   0 0 0
GE AEROSPACE COM NEW com 369604301   6,719,236 33,571 SH   SOLE   0 0 0
GE VERNOVA INC COM com 36828A101   5,191,592 17,006 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP COM com 369550108   4,783,506 17,549 SH   SOLE   0 0 0
GOLDMAN SACHS GROUP INC COM com 38141G104   484,021 886 SH   SOLE   0 0 0
HCA HEALTHCARE INC COM com 40412C101   717,016 2,075 SH   SOLE   0 0 0
HOME DEPOT INC COM com 437076102   19,364,965 52,839 SH   SOLE   0 0 0
HONEYWELL INTL INC COM com 438516106   3,657,346 17,272 SH   SOLE   0 0 0
ILLINOIS TOOL WKS INC COM com 452308109   508,421 2,050 SH   SOLE   0 0 0
INTUIT COM com 461202103   449,441 732 SH   SOLE   0 0 0
INVESCO QQQ TRUST SERIES I com 46090E103   3,062,048 6,530 SH   SOLE   0 0 0
ISHARES BIOTECHNOLOGY ETF com 464287556   376,026 2,940 SH   SOLE   0 0 0
ISHARES BITCOIN TRUST ETF com 46438F101   221,645 4,735 SH   SOLE   0 0 0
ISHARES CORE S&P MID-CAP ETF com 464287507   700,200 12,000 SH   SOLE   0 0 0
JOHNSON & JOHNSON COM com 478160104   3,119,450 18,810 SH   SOLE   0 0 0
JPMORGAN CHASE & CO. COM com 46625H100   38,878,494 158,494 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104   1,836,480 16,000 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP COM com 539830109   1,135,090 2,541 SH   SOLE   0 0 0
MARRIOTT INTL INC NEW CL A com 571903202   386,122 1,621 SH   SOLE   0 0 0
MCDONALDS CORP COM com 580135101   658,476 2,108 SH   SOLE   0 0 0
MERCK & CO INC COM com 58933Y105   12,757,264 142,126 SH   SOLE   0 0 0
META PLATFORMS INC CL A com 30303M102   47,417,714 82,271 SH   SOLE   0 0 0
MICROSOFT CORP COM com 594918104   56,836,556 151,407 SH   SOLE   0 0 0
MILLROSE PPTYS INC COM CL A com 601137102   214,201 8,080 SH   SOLE   0 0 0
MONDELEZ INTL INC CL A com 609207105   477,935 7,044 SH   SOLE   0 0 0
MOODYS CORP COM com 615369105   873,169 1,875 SH   SOLE   0 0 0
MSCI INC COM com 55354G100   223,373 395 SH   SOLE   0 0 0
NEXTERA ENERGY INC COM com 65339F101   2,460,592 34,710 SH   SOLE   0 0 0
NVIDIA CORPORATION COM com 67066G104   31,630,269 291,846 SH   SOLE   0 0 0
ORACLE CORP COM com 68389X105   3,982,068 28,482 SH   SOLE   0 0 0
PALANTIR TECHNOLOGIES INC CL A com 69608A108   385,708 4,570 SH   SOLE   0 0 0
PEPSICO INC COM com 713448108   277,389 1,850 SH   SOLE   0 0 0
PFIZER INC COM com 717081103   7,150,289 282,174 SH   SOLE   0 0 0
PHILIP MORRIS INTL INC COM com 718172109   1,004,285 6,327 SH   SOLE   0 0 0
PROCTER AND GAMBLE CO COM com 742718109   371,516 2,180 SH   SOLE   0 0 0
REDDIT INC com 75734B100   10,241,387 97,630 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC COM CL A com 76954A103   197,955 15,900 SH   SOLE   0 0 0
RTX CORPORATION COM com 75513E101   529,840 4,000 SH   SOLE   0 0 0
SHERWIN WILLIAMS CO COM com 824348106   4,548,200 13,025 SH   SOLE   0 0 0
SPDR S&P 500 ETF TRUST com 78462F103   478,278 855 SH   SOLE   0 0 0
STARBUCKS CORP COM com 855244109   1,122,150 11,440 SH   SOLE   0 0 0
STRYKER CORPORATION COM com 863667101   28,703,081 77,107 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS com 874039100   736,542 4,437 SH   SOLE   0 0 0
TESLA INC COM com 88160R101   433,056 1,671 SH   SOLE   0 0 0
TEXTRON INC COM com 883203101   252,731 3,498 SH   SOLE   0 0 0
TITAN INTL INC ILL COM com 88830M102   18,441,279 2,198,007 SH   SOLE   0 0 0
TJX COS INC NEW COM com 872540109   1,735,772 14,251 SH   SOLE   0 0 0
UNION PAC CORP COM com 907818108   521,882 2,209 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629   618,102 2,390 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751   5,965,519 26,902 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MARKET ETF com 922908769   687,100 2,500 SH   SOLE   0 0 0
VERTIV HOLDINGS CO COM CL A com 92537N108   8,018,532 111,060 SH   SOLE   0 0 0
VILLAGE FARMS INTL INC COM com 92707Y108   348,059 575,400 SH   SOLE   0 0 0
VISA INC COM CL A com 92826C839   37,299,150 106,429 SH   SOLE   0 0 0
WHIRLPOOL CORP COM com 963320106   9,206,509 102,147 SH   SOLE   0 0 0
XPO INC COM com 983793100   32,325,208 300,476 SH   SOLE   0 0 0
ZOETIS INC CL A com 98978V103   1,673,832 10,166 SH   SOLE   0 0 0