ABBVIE INC COM 00287Y109 1243900 7000 SH SOLE 7000 0 0 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 241085 6500 SH SOLE 6500 0 0 ALPHABET INC CAP STK CL C 02079K107 10757384 56487 SH SOLE 56487 0 0 AMAZON COM INC COM 023135106 1374478 6265 SH SOLE 6265 0 0 AMERICAN EXPRESS CO COM 025816109 540455 1821 SH SOLE 1821 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 873600 12000 SH SOLE 12000 0 0 AMGEN INC COM 031162100 675840 2593 SH SOLE 2593 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 1085927 6575 SH SOLE 6575 0 0 APPLE INC COM 037833100 12014150 47976 SH SOLE 47976 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5255328 11594 SH SOLE 11594 0 0 BLACKSTONE INC COM 09260D107 603470 3500 SH SOLE 3500 0 0 BWX TECHNOLOGIES INC COM 05605H100 834311 7490 SH SOLE 7490 0 0 CAMECO CORP COM 13321L108 12099776 235450 SH SOLE 235450 0 0 CANADIAN NAT RES LTD COM 136385101 2525704 80800 SH SOLE 80800 0 0 CATERPILLAR INC COM 149123101 362760 1000 SH SOLE 1000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 429740 2000 SH SOLE 2000 0 0 CHEVRON CORP NEW COM 166764100 806904 5571 SH SOLE 5571 0 0 CHUBB LIMITED COM H1467J104 768149 2771 SH SOLE 2771 0 0 CONOCOPHILLIPS COM 20825C104 203794 2055 SH SOLE 2055 0 0 CONSTELLATION ENERGY CORP COM 21037T109 467778 2091 SH SOLE 2091 0 0 CORNING INC COM 219350105 2406888 50650 SH SOLE 50650 0 0 COSTCO WHSL CORP NEW COM 22160K105 1181988 1290 SH SOLE 1290 0 0 ELI LILLY & CO COM 532457108 1235200 1600 SH SOLE 1600 0 0 ENOVIX CORPORATION COM 293594107 355775 32730 SH SOLE 32730 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 753424 24025 SH SOLE 24025 0 0 EXXON MOBIL CORP COM 30231G102 1674004 15562 SH SOLE 15562 0 0 FIRST CTZNS BANCSHARES INC N CL A 31946M103 393022 186 SH SOLE 186 0 0 FREEPORT-MCMORAN INC CL B 35671D857 228480 6000 SH SOLE 6000 0 0 GALLAGHER ARTHUR J & CO COM 363576109 1419250 5000 SH SOLE 5000 0 0 GE AEROSPACE COM NEW 369604301 708858 4250 SH SOLE 4250 0 0 GE VERNOVA INC COM 36828A101 2047589 6225 SH SOLE 6225 0 0 GLOBALSTAR INC COM 378973408 1356390 655261 SH SOLE 655261 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 3081841 5382 SH SOLE 5382 0 0 HALLIBURTON CO COM 406216101 3428659 126100 SH SOLE 126100 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 247160 1000 SH SOLE 1000 0 0 HOME DEPOT INC COM 437076102 997759 2565 SH SOLE 2565 0 0 HONEYWELL INTL INC COM 438516106 819755 3629 SH SOLE 3629 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 452543 3037 SH SOLE 3037 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 245000 3500 SH SOLE 3500 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 525690 3000 SH SOLE 3000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 913057 1786 SH SOLE 1786 0 0 ISHARES TR CORE S&P500 ETF 464287200 224876 382 SH SOLE 382 0 0 ISHARES TR ISHARES SEMICDTR 464287523 323235 1500 SH SOLE 1500 0 0 ISHARES TR PFD AND INCM SEC 464288687 314400 10000 SH SOLE 10000 0 0 ISHARES TR US AER DEF ETF 464288760 218025 1500 SH SOLE 1500 0 0 JEFFERIES FINL GROUP INC COM 47233W109 16598378 211714 SH SOLE 211714 0 0 JOHNSON & JOHNSON COM 478160104 1705648 11794 SH SOLE 11794 0 0 JPMORGAN CHASE & CO. COM 46625H100 1113213 4644 SH SOLE 4644 0 0 LINDE PLC SHS G54950103 425787 1017 SH SOLE 1017 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 503179 6775 SH SOLE 6775 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 301283 1335 SH SOLE 1335 0 0 MARATHON PETE CORP COM 56585A102 2271897 16286 SH SOLE 16286 0 0 MARSH & MCLENNAN COS INC COM 571748102 431405 2031 SH SOLE 2031 0 0 MARTIN MARIETTA MATLS INC COM 573284106 516500 1000 SH SOLE 1000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 394928 750 SH SOLE 750 0 0 MERCER INTL INC COM 588056101 975000 150000 SH SOLE 150000 0 0 META PLATFORMS INC CL A 30303M102 652844 1115 SH SOLE 1115 0 0 MGM RESORTS INTERNATIONAL COM 552953101 2657309 76690 SH SOLE 76690 0 0 MICRON TECHNOLOGY INC COM 595112103 980464 11650 SH SOLE 11650 0 0 MICROSOFT CORP COM 594918104 3286014 7796 SH SOLE 7796 0 0 MORGAN STANLEY COM NEW 617446448 251440 2000 SH SOLE 2000 0 0 MPLX LP COM UNIT REP LTD 55336V100 585089 12225 SH SOLE 12225 0 0 NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409 434632 10040 SH SOLE 10040 0 0 NETFLIX INC COM 64110L106 918060 1030 SH SOLE 1030 0 0 NEXTERA ENERGY INC COM 65339F101 502547 7010 SH SOLE 7010 0 0 NOBLE CORP PLC ORD SHS A G65431127 942000 30000 SH SOLE 30000 0 0 NOVARTIS AG SPONSORED ADR 66987V109 246681 2535 SH SOLE 2535 0 0 NVE CORP COM NEW 629445206 3882582 47680 SH SOLE 47680 0 0 NVIDIA CORPORATION COM 67066G104 1195181 8900 SH SOLE 8900 0 0 OLIN CORP COM PAR $1 680665205 407966 12070 SH SOLE 12070 0 0 ONEOK INC NEW COM 682680103 401600 4000 SH SOLE 4000 0 0 OOMA INC COM 683416101 176847 12578 SH SOLE 12578 0 0 PALO ALTO NETWORKS INC COM 697435105 363920 2000 SH SOLE 2000 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 304880 2000 SH SOLE 2000 0 0 PEPSICO INC COM 713448108 315834 2045 SH SOLE 2045 0 0 PHILLIPS 66 COM 718546104 569650 5000 SH SOLE 5000 0 0 PNC FINL SVCS GROUP INC COM 693475105 520695 2700 SH SOLE 2700 0 0 PROCTER AND GAMBLE CO COM 742718109 1010259 6026 SH SOLE 6026 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 954737 11300 SH SOLE 11300 0 0 QUALCOMM INC COM 747525103 735072 4785 SH SOLE 4785 0 0 REAVES UTIL INCOME FD COM SH BEN INT 756158101 792250 25000 SH SOLE 25000 0 0 SAP SE SPON ADR 803054204 398860 1620 SH SOLE 1620 0 0 SERVICENOW INC COM 81762P102 212024 200 SH SOLE 200 0 0 SIMON PPTY GROUP INC NEW COM 828806109 516630 3000 SH SOLE 3000 0 0 SIXTH STREET SPECIALTY LENDI COM 83012A109 532500 25000 SH SOLE 25000 0 0 SPDR GOLD TR GOLD SHS 78463V107 242130 1000 SH SOLE 1000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3264466 5570 SH SOLE 5570 0 0 TECK RESOURCES LTD CL B 878742204 597210 14735 SH SOLE 14735 0 0 TESLA INC COM 88160R101 466435 1155 SH SOLE 1155 0 0 TRACTOR SUPPLY CO COM 892356106 265300 5000 SH SOLE 5000 0 0 TRIPLE FLAG PRECIOUS METAL COM 89679M104 1356608 90200 SH SOLE 90200 0 0 VEEVA SYS INC CL A COM 922475108 210250 1000 SH SOLE 1000 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 404714 1005 SH SOLE 1005 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 3408300 30000 SH SOLE 30000 0 0 VISA INC COM CL A 92826C839 316040 1000 SH SOLE 1000 0 0 VITESSE ENERGY INC COMMON STOCK 92852X103 2446075 97843 SH SOLE 97843 0 0 WALMART INC COM 931142103 316951 3500 SH SOLE 3500 0 0 WASTE CONNECTIONS INC COM 94106B101 223054 1300 SH SOLE 1300 0 0 WASTE MGMT INC DEL COM 94106L109 423759 2100 SH SOLE 2100 0 0 WILLIAMS COS INC COM 969457100 749562 13850 SH SOLE 13850 0 0 XYLEM INC COM 98419M100 348060 3000 SH SOLE 3000 0 0