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
ABBVIE INC COM com 00287Y109   12,932,517 69,672 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A com 02079K305   70,733,788 401,372 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL C com 02079K107   8,752,423 49,340 SH   SOLE   0 0 0
ALTRIA GROUP INC COM com 02209S103   576,626 9,835 SH   SOLE   0 0 0
AMAZON COM INC COM com 023135106   97,266,776 443,351 SH   SOLE   0 0 0
AMERICAN EXPRESS CO COM com 025816109   15,176,145 47,577 SH   SOLE   0 0 0
APPLE INC COM com 037833100   198,749,298 968,705 SH   SOLE   0 0 0
ARCUTIS BIOTHERAPEUTICS INC COM com 03969K108   7,797,223 556,150 SH   SOLE   0 0 0
BANK AMERICA CORP COM com 060505104   1,047,759 22,142 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW com 084670702   2,552,721 5,255 SH   SOLE   0 0 0
BLACKSTONE INC COM com 09260D107   56,409,587 377,120 SH   SOLE   0 0 0
CARRIER GLOBAL CORPORATION COM com 14448C104   644,072 8,800 SH   SOLE   0 0 0
CBOE GLOBAL MKTS INC COM com 12503M108   992,542 4,256 SH   SOLE   0 0 0
CISCO SYS INC COM com 17275R102   376,733 5,430 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101   767,335 21,500 SH   SOLE   0 0 0
COMERICA INC COM com 200340107   1,469,180 24,630 SH   SOLE   0 0 0
CONSTELLATION ENERGY CORP COM com 21037T109   10,961,575 33,962 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM com 22160K105   16,718,107 16,888 SH   SOLE   0 0 0
DANAHER CORPORATION COM com 235851102   1,868,728 9,460 SH   SOLE   0 0 0
DEERE & CO COM com 244199105   1,372,923 2,700 SH   SOLE   0 0 0
DOORDASH INC CL A com 25809K105   256,370 1,040 SH   SOLE   0 0 0
EAGLE MATLS INC COM com 26969P108   257,690 1,275 SH   SOLE   0 0 0
ELI LILLY & CO COM com 532457108   4,750,456 6,094 SH   SOLE   0 0 0
FERRARI N V COM com N3167Y103   1,324,998 2,700 SH   SOLE   0 0 0
GE AEROSPACE COM NEW com 369604301   10,252,101 39,831 SH   SOLE   0 0 0
GE VERNOVA INC COM com 36828A101   10,802,068 20,414 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP COM com 369550108   4,155,863 14,249 SH   SOLE   0 0 0
GOLDMAN SACHS GROUP INC COM com 38141G104   627,076 886 SH   SOLE   0 0 0
HCA HEALTHCARE INC COM com 40412C101   785,355 2,050 SH   SOLE   0 0 0
HOME DEPOT INC COM com 437076102   19,554,378 53,334 SH   SOLE   0 0 0
HONEYWELL INTL INC COM com 438516106   3,635,024 15,609 SH   SOLE   0 0 0
ILLINOIS TOOL WKS INC COM com 452308109   506,863 2,050 SH   SOLE   0 0 0
INTUIT COM com 461202103   576,545 732 SH   SOLE   0 0 0
INVESCO QQQ TRUST SERIES I com 46090E103   3,318,115 6,015 SH   SOLE   0 0 0
ISHARES BIOTECHNOLOGY ETF com 464287556   371,939 2,940 SH   SOLE   0 0 0
ISHARES BITCOIN TRUST ETF com 46438F101   289,829 4,735 SH   SOLE   0 0 0
ISHARES CORE S&P MID-CAP ETF com 464287507   620,200 10,000 SH   SOLE   0 0 0
JOHNSON & JOHNSON COM com 478160104   2,768,594 18,125 SH   SOLE   0 0 0
JPMORGAN CHASE & CO. COM com 46625H100   46,417,101 160,109 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104   1,769,760 16,000 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP COM com 539830109   838,747 1,811 SH   SOLE   0 0 0
MARRIOTT INTL INC NEW CL A com 571903202   398,613 1,459 SH   SOLE   0 0 0
MCDONALDS CORP COM com 580135101   522,400 1,788 SH   SOLE   0 0 0
MERCK & CO INC COM com 58933Y105   9,137,914 115,436 SH   SOLE   0 0 0
META PLATFORMS INC CL A com 30303M102   63,607,858 86,179 SH   SOLE   0 0 0
MICROSOFT CORP COM com 594918104   75,910,579 152,612 SH   SOLE   0 0 0
MONDELEZ INTL INC CL A com 609207105   475,047 7,044 SH   SOLE   0 0 0
MOODYS CORP COM com 615369105   940,481 1,875 SH   SOLE   0 0 0
NETFLIX INC COM com 64110L106   233,009 174 SH   SOLE   0 0 0
NEXTERA ENERGY INC COM com 65339F101   2,209,986 31,835 SH   SOLE   0 0 0
NVIDIA CORPORATION COM com 67066G104   49,469,355 313,117 SH   SOLE   0 0 0
ORACLE CORP COM com 68389X105   6,172,362 28,232 SH   SOLE   0 0 0
PALANTIR TECHNOLOGIES INC CL A com 69608A108   602,534 4,420 SH   SOLE   0 0 0
PEPSICO INC COM com 713448108   244,274 1,850 SH   SOLE   0 0 0
PFIZER INC COM com 717081103   6,678,871 275,531 SH   SOLE   0 0 0
PHILIP MORRIS INTL INC COM com 718172109   1,152,337 6,327 SH   SOLE   0 0 0
PROCTER AND GAMBLE CO COM com 742718109   347,318 2,180 SH   SOLE   0 0 0
REDDIT INC com 75734B100   18,709,075 124,255 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC COM CL A com 76954A103   218,466 15,900 SH   SOLE   0 0 0
RTX CORPORATION COM com 75513E101   584,080 4,000 SH   SOLE   0 0 0
SHERWIN WILLIAMS CO COM com 824348106   5,021,640 14,625 SH   SOLE   0 0 0
SPDR S&P 500 ETF TRUST com 78462F103   528,262 855 SH   SOLE   0 0 0
STARBUCKS CORP COM com 855244109   1,048,247 11,440 SH   SOLE   0 0 0
STRYKER CORPORATION COM com 863667101   30,828,281 77,922 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS com 874039100   1,013,996 4,477 SH   SOLE   0 0 0
TESLA INC COM com 88160R101   533,351 1,679 SH   SOLE   0 0 0
TEXTRON INC COM com 883203101   280,854 3,498 SH   SOLE   0 0 0
TITAN INTL INC ILL COM com 88830M102   22,806,425 2,220,684 SH   SOLE   0 0 0
TJX COS INC NEW COM com 872540109   1,759,856 14,251 SH   SOLE   0 0 0
UNION PAC CORP COM com 907818108   508,274 2,209 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629   654,802 2,340 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751   6,068,821 25,609 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MARKET ETF com 922908769   759,825 2,500 SH   SOLE   0 0 0
VERTIV HOLDINGS CO COM CL A com 92537N108   20,524,412 159,835 SH   SOLE   0 0 0
VILLAGE FARMS INTL INC COM com 92707Y108   632,940 575,400 SH   SOLE   0 0 0
VISA INC COM CL A com 92826C839   38,272,303 107,794 SH   SOLE   0 0 0
WHIRLPOOL CORP COM com 963320106   15,717,260 154,972 SH   SOLE   0 0 0
XPO INC COM com 983793100   38,556,463 305,301 SH   SOLE   0 0 0
ZOETIS INC CL A com 98978V103   233,301 1,496 SH   SOLE   0 0 0