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
AMAZON COM INC COM Stock 023135106   10,607,620 83,446 SH   SOLE 0 82,715 0 730
STARBUCKS CORP COM Stock 855244109   15,387,648 168,595 SH   SOLE 0 168,469 0 125
JOHNSON & JOHNSON COM Stock 478160104   21,804,351 139,996 SH   SOLE 0 139,608 0 387
COSTCO WHSL CORP NEW COM Stock 22160K105   12,786,175 22,632 SH   SOLE 0 22,564 0 68
HCA HEALTHCARE INC COM Stock 40412C101   1,368,879 5,565 SH   SOLE 0 5,565 0 0
COCA COLA CO COM Stock 191216100   10,464,509 186,933 SH   SOLE 0 186,713 0 220
OCCIDENTAL PETE CORP COM Stock 674599105   356,840 5,500 SH   SOLE 0 5,500 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   8,962,237 57,498 SH   SOLE 0 57,272 0 226
INTEL CORP COM Stock 458140100   16,837,560 473,630 SH   SOLE 0 471,671 0 1,959
VAIL RESORTS INC COM Stock 91879Q109   303,989 1,370 SH   SOLE 0 1,370 0 0
CLOROX CO DEL COM Stock 189054109   247,441 1,888 SH   SOLE 0 1,888 0 0
NETFLIX INC COM Stock 64110L106   11,726,368 31,055 SH   SOLE 0 30,962 0 93
MERCK & CO INC COM Stock 58933Y105   23,462,345 227,900 SH   SOLE 0 227,695 0 205
SPDR S&P 500 ETF TRUST ETF 78462F103   502,289 1,175 SH   SOLE 0 1,139 0 36
FB FINL CORP COM Stock 30257X104   321,376 11,332 SH   SOLE 0 11,332 0 0
HOSTESS BRANDS INC CL A Stock 44109J106   5,563,203 167,013 SH   SOLE 0 167,013 0 0
CORNING INC COM Stock 219350105   16,037,702 526,344 SH   SOLE 0 524,481 0 1,863
VERIZON COMMUNICATIONS INC COM Stock 92343V104   7,441,616 229,609 SH   SOLE 0 228,281 0 1,327
SNAP ON INC COM Stock 833034101   11,047,041 43,312 SH   SOLE 0 43,266 0 45
PEPSICO INC COM Stock 713448108   20,023,850 118,177 SH   SOLE 0 118,071 0 105
HONEYWELL INTL INC COM Stock 438516106   10,957,586 59,314 SH   SOLE 0 59,228 0 85
HOME DEPOT INC COM Stock 437076102   10,668,914 35,309 SH   SOLE 0 35,273 0 35
DAVIS SELECT U.S. EQUITY ETF ETF 23908L207   1,443,743 45,717 SH   SOLE 0 45,167 0 550
SOUTHERN CO COM Stock 842587107   1,151,052 17,785 SH   SOLE 0 16,966 0 819
REGIONS FINANCIAL CORP NEW COM Stock 7591EP100   698,544 40,613 SH   SOLE 0 40,613 0 0
LUMEN TECHNOLOGIES INC COM Stock 550241103   5,008,663 3,527,227 SH   SOLE 0 3,518,517 0 8,710
LUMEN TECHNOLOGIES INC COM Stock 550241103   568 400,000 SH Call SOLE 0 400,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   43,696,772 124,741 SH   SOLE 0 124,428 0 313
ALPHABET INC CAP STK CL A Stock 02079K305   222,317 1,699 SH   SOLE 0 1,698 0 0
GENERAC HLDGS INC COM Stock 368736104   1,843,930 16,923 SH   SOLE 0 16,873 0 50
MICROSOFT CORP COM Stock 594918104   32,822,343 103,950 SH   SOLE 0 103,609 0 341
FIRST HORIZON CORPORATION COM Stock 320517105   190,459 17,283 SH   SOLE 0 17,283 0 0
CVS HEALTH CORP COM Stock 126650100   22,486,195 322,060 SH   SOLE 0 321,407 0 652
I3 VERTICALS INC COM CL A Stock 46571Y107   228,227 10,796 SH   SOLE 0 10,796 0 0
TILRAY BRANDS INC COM Stock 88688T100   246,170 103,000 SH   SOLE 0 103,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   1,062,954 2 SH   SOLE 0 2 0 0
DOW INC COM Stock 260557103   19,616,950 380,468 SH   SOLE 0 379,223 0 1,245
VANGUARD S&P 500 ETF ETF 922908363   556,558 1,417 SH   SOLE 0 1,417 0 0
FIFTH THIRD BANCORP COM Stock 316773100   290,256 11,459 SH   SOLE 0 11,459 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   251,609 551 SH   SOLE 0 551 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   3,335,383 23,540 SH   SOLE 0 23,349 0 191
MP MATERIALS CORP COM CL A Stock 553368101   216,537 11,337 SH   SOLE 0 11,337 0 0
ELI LILLY & CO COM Stock 532457108   227,206 423 SH   SOLE 0 423 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204   256,219 2,903 SH   SOLE 0 2,903 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104   5,439,913 98,549 SH   SOLE 0 98,052 0 497
ENCOMPASS HEALTH CORP COM Stock 29261A100   212,964 3,171 SH   SOLE 0 3,171 0 0
SONY GROUP CORP SPONSORED ADR ADR 835699307   8,036,953 97,524 SH   SOLE 0 97,369 0 155
HIMAX TECHNOLOGIES INC SPONSORED ADR ADR 43289P106   4,275,674 732,136 SH   SOLE 0 731,186 0 950
ISHARES SELECT DIVIDEND ETF ETF 464287168   619,442 5,755 SH   SOLE 0 5,754 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108   8,589,728 536,858 SH   SOLE 0 534,499 0 2,359
MASTEC INC COM Stock 576323109   6,134,219 85,233 SH   SOLE 0 85,153 0 80
ULTRA CLEAN HLDGS INC COM Stock 90385V107   6,467,674 217,987 SH   SOLE 0 217,539 0 448
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   5,439,675 76,875 SH   SOLE 0 75,947 0 928
TRACTOR SUPPLY CO COM Stock 892356106   7,942,867 39,118 SH   SOLE 0 39,082 0 35
ORGANON & CO COMMON STOCK Stock 68622V106   2,177,214 125,416 SH   SOLE 0 125,415 0 0
HERSHEY CO COM Stock 427866108   12,579,630 62,873 SH   SOLE 0 62,773 0 100
META PLATFORMS INC CL A Stock 30303M102   223,356 744 SH   SOLE 0 744 0 0
CAPITAL GROUP GROWTH ETF ETF 14020G101   1,821,425 74,344 SH   SOLE 0 73,588 0 755
CAPITAL GROUP DIVIDEND VALUE ETF ETF 14020W106   769,853 29,084 SH   SOLE 0 28,869 0 215
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF ETF 14019W109   279,968 12,878 SH   SOLE 0 12,878 0 0
CAPITAL GROUP CORE EQUITY ETF ETF 14020V108   301,697 12,015 SH   SOLE 0 11,648 0 367
D R HORTON INC COM Stock 23331A109   21,498,191 200,039 SH   SOLE 0 199,262 0 777
HEXCEL CORP NEW COM Stock 428291108   682,667 10,480 SH   SOLE 0 10,480 0 0
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107   3,928,155 57,733 SH   SOLE 0 57,720 0 13
ISHARES SHORT TREASURY BOND ETF ETF 464288679   946,949 8,572 SH   SOLE 0 8,371 0 201
ABBVIE INC COM Stock 00287Y109   379,060 2,543 SH   SOLE 0 2,543 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   8,775,249 100,981 SH   SOLE 0 100,901 0 80
VERISIGN INC COM Stock 92343E102   1,005,359 4,964 SH   SOLE 0 4,964 0 0
STRYKER CORPORATION COM Stock 863667101   10,744,224 39,317 SH   SOLE 0 39,272 0 45
MCDONALDS CORP COM Stock 580135101   752,121 2,855 SH   SOLE 0 2,855 0 0
CISCO SYS INC COM Stock 17275R102   26,605,014 494,885 SH   SOLE 0 493,779 0 1,105
AT&T INC COM Stock 00206R102   320,602 21,345 SH   SOLE 0 21,345 0 0
HENRY SCHEIN INC COM Stock 806407102   371,250 5,000 SH   SOLE 0 5,000 0 0
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF ETF 808524771   257,281 4,597 SH   SOLE 0 4,596 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301   17,310,285 156,583 SH   SOLE 0 156,497 0 86
ISHARES CORE S&P 500 ETF ETF 464287200   2,000,285 4,658 SH   SOLE 0 4,658 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   291,846 663 SH   SOLE 0 663 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   915,801 6,315 SH   SOLE 0 6,315 0 0
CHEVRON CORP NEW COM Stock 166764100   28,928,411 171,560 SH   SOLE 0 171,088 0 471
CAMPBELL SOUP CO COM Stock 134429109   11,165,816 271,807 SH   SOLE 0 270,245 0 1,561
BANK AMERICA CORP COM Stock 060505104   21,154,109 772,612 SH   SOLE 0 767,919 0 4,692
WALMART INC COM Stock 931142103   451,918 2,826 SH   SOLE 0 2,825 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   22,387,936 159,572 SH   SOLE 0 158,832 0 739
RTX CORPORATION COM Stock 75513E101   15,205,694 211,278 SH   SOLE 0 210,546 0 732
TARGET CORP COM Stock 87612E106   10,272,064 92,901 SH   SOLE 0 92,261 0 640
3M CO COM Stock 88579Y101   374,293 3,998 SH   SOLE 0 3,998 0 0
GILEAD SCIENCES INC COM Stock 375558103   20,268,674 270,465 SH   SOLE 0 270,345 0 120
CATERPILLAR INC COM Stock 149123101   420,966 1,542 SH   SOLE 0 1,542 0 0
AMERICAN EXPRESS CO COM Stock 025816109   217,668 1,459 SH   SOLE 0 1,459 0 0
AMGEN INC COM Stock 031162100   7,965,520 29,638 SH   SOLE 0 29,516 0 122
WILLIAMS COS INC COM Stock 969457100   30,725,298 912,001 SH   SOLE 0 908,766 0 3,234
ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102   3,894,886 44,903 SH   SOLE 0 44,833 0 70
EQUINIX INC COM REIT 29444U700   16,269,125 22,401 SH   SOLE 0 22,376 0 25
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   682,725 11,763 SH   SOLE 0 11,763 0 0
EXXON MOBIL CORP COM Stock 30231G102   2,564,655 21,812 SH   SOLE 0 21,812 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   256,633 509 SH   SOLE 0 509 0 0
LOWES COS INC COM Stock 548661107   415,680 2,000 SH   SOLE 0 2,000 0 0
DEVON ENERGY CORP NEW COM Stock 25179M103   13,896,393 291,329 SH   SOLE 0 290,769 0 560
WESTROCK CO COM Stock 96145D105   7,273,311 203,165 SH   SOLE 0 202,965 0 200
CROWN CASTLE INC COM REIT 22822V101   3,354,125 36,446 SH   SOLE 0 36,248 0 197
ISHARES CORE S&P MID-CAP ETF ETF 464287507   299,968 1,203 SH   SOLE 0 1,203 0 0
APPLE INC COM Stock 037833100   30,760,739 179,667 SH   SOLE 0 178,969 0 697
ABBOTT LABS COM Stock 002824100   250,067 2,582 SH   SOLE 0 2,582 0 0
MADISON SQUARE GRDN SPRT CORP CL A Stock 55825T103   282,080 1,600 SH   SOLE 0 1,600 0 0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663   8,688,559 94,626 SH   SOLE 0 93,661 0 965