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
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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
INVESCO QQQ TR UNIT SER 1 46090E103   9,527,892 23,266 SH   SOLE 0 23,266 0 0
SPDR GOLD TR GOLD SHS 78463V107   4,169,991 21,813 SH   SOLE 0 21,813 0 0
HOME DEPOT INC COM 437076102   252,966,064 729,955 SH   SOLE 0 728,392 0 0
NETFLIX INC COM 64110L106   703,542 1,445 SH   SOLE 0 1,445 0 0
NVIDIA CORPORATION COM 67066G104   569,998 1,151 SH   SOLE 0 1,151 0 0
DEERE & CO COM 244199105   162,489,074 406,355 SH   SOLE 0 405,430 0 0
PARKER-HANNIFIN CORP COM 701094104   420,158 912 SH   SOLE 0 912 0 0
CHEVRON CORP NEW COM 166764100   266,114,627 1,784,088 SH   SOLE 0 1,780,101 0 0
AFLAC INC COM 001055102   315,147 3,820 SH   SOLE 0 3,820 0 0
DOW INC COM 260557103   370,099 6,749 SH   SOLE 0 6,749 0 0
ARISTA NETWORKS INC COM 040413106   280,021 1,189 SH   SOLE 0 1,189 0 0
INTEL CORP COM 458140100   696,063 13,852 SH   SOLE 0 13,852 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   61,538 5,800 SH Put SOLE 0 5,800 0 0
ELI LILLY & CO COM 532457108   4,497,811 7,716 SH   SOLE 0 7,716 0 0
PACCAR INC COM 693718108   5,780,782 59,199 SH   SOLE 0 59,199 0 0
CONOCOPHILLIPS COM 20825C104   106,029,414 913,495 SH   SOLE 0 911,437 0 0
UNITEDHEALTH GROUP INC COM 91324P102   312,870,684 594,280 SH   SOLE 0 592,978 0 0
AGNICO EAGLE MINES LTD COM 008474108   58,743,932 1,070,992 SH   SOLE 0 1,068,665 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   766,571 14,940 SH   SOLE 0 14,940 0 0
STRYKER CORPORATION COM 863667101   3,191,944 10,659 SH   SOLE 0 10,659 0 0
STARBUCKS CORP COM 855244109   681,383 7,097 SH   SOLE 0 7,097 0 0
WASTE MGMT INC DEL COM 94106L109   56,459,527 315,240 SH   SOLE 0 314,515 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   5,084,870 29,078 SH   SOLE 0 29,078 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   113,572,787 694,422 SH   SOLE 0 692,872 0 0
EXXON MOBIL CORP COM 30231G102   650,870 6,510 SH   SOLE 0 6,510 0 0
COCA COLA CO COM 191216100   121,587,925 2,063,260 SH   SOLE 0 2,058,946 0 0
GENERAL ELECTRIC CO COM NEW 369604301   272,241 2,133 SH   SOLE 0 2,133 0 0
NUTANIX INC CL A 67059N108   276,030 5,788 SH   SOLE 0 5,788 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   62 6,200 SH Put SOLE 0 6,200 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   270,548 2,286 SH   SOLE 0 2,286 0 0
SCHLUMBERGER LTD COM STK 806857108   116,922,479 2,246,781 SH   SOLE 0 2,241,703 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   125,630,207 1,294,623 SH   SOLE 0 1,291,804 0 0
MCDONALDS CORP COM 580135101   299,702,497 1,010,767 SH   SOLE 0 1,008,603 0 0
CME GROUP INC COM 12572Q105   165,270,242 784,759 SH   SOLE 0 782,991 0 0
PEPSICO INC COM 713448108   627,049 3,692 SH   SOLE 0 3,692 0 0
MARSH & MCLENNAN COS INC COM 571748102   265,258 1,400 SH   SOLE 0 1,400 0 0
ALPHABET INC CAP STK CL A 02079K305   2,333,102 16,702 SH   SOLE 0 16,702 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   23,798,319 50,069 SH   SOLE 0 50,069 0 0
JOHNSON & JOHNSON COM 478160104   155,335,433 991,039 SH   SOLE 0 988,748 0 0
KELLANOVA COM 487836108   206,867 3,700 SH   SOLE 0 3,700 0 0
APPLE INC COM 037833100   9,720,804 50,490 SH   SOLE 0 50,490 0 0
NEXTERA ENERGY INC COM 65339F101   394,114 6,489 SH   SOLE 0 6,489 0 0
ALPHABET INC CAP STK CL C 02079K107   200,543 1,423 SH   SOLE 0 1,423 0 0
SALESFORCE INC COM 79466L302   3,306,354 12,565 SH   SOLE 0 12,565 0 0
PROSHARES TR SHORT S&P 500 NE 74347B425   3,400,470 261,776 SH   SOLE 0 261,776 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,523,920 8,000 SH   SOLE 0 8,000 0 0
META PLATFORMS INC CL A 30303M102   5,243,563 14,814 SH   SOLE 0 14,814 0 0
NUCOR CORP COM 670346105   489,052 2,810 SH   SOLE 0 2,810 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   417,845,868 4,572,118 SH   SOLE 0 4,562,589 0 0
UNION PAC CORP COM 907818108   1,570,294 6,393 SH   SOLE 0 6,393 0 0
JPMORGAN CHASE & CO COM 46625H100   332,119,654 1,952,496 SH   SOLE 0 1,948,351 0 0
COSTCO WHSL CORP NEW COM 22160K105   718,167 1,088 SH   SOLE 0 1,088 0 0
ADOBE INC COM 00724F101   485,632 814 SH   SOLE 0 814 0 0
WALMART INC COM 931142103   282,495,550 1,791,916 SH   SOLE 0 1,787,936 0 0
CISCO SYS INC COM 17275R102   154,499,081 3,058,177 SH   SOLE 0 3,051,232 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   121,317,347 3,217,967 SH   SOLE 0 3,210,678 0 0
SPDR SER TR S&P METALS MNG 78464A755   4,086,278 68,298 SH   SOLE 0 68,298 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   291,848 2,215 SH   SOLE 0 2,215 0 0
ADVANCED MICRO DEVICES INC COM 007903107   427,636 2,901 SH   SOLE 0 2,901 0 0
VISA INC COM CL A 92826C839   317,141,480 1,218,135 SH   SOLE 0 1,215,508 0 0
AMPLIFY ETF TR CWP ENHANCED DIV 032108409   1,118,870 30,612 SH   SOLE 0 30,612 0 0
TESLA INC COM 88160R101   667,417 2,686 SH   SOLE 0 2,686 0 0
FREEPORT-MCMORAN INC CL B 35671D857   121,527,674 2,854,773 SH   SOLE 0 2,848,615 0 0
MARATHON PETE CORP COM 56585A102   1,497,546 10,094 SH   SOLE 0 10,094 0 0
PFIZER INC COM 717081103   316,478 10,993 SH   SOLE 0 10,993 0 0
MERCK & CO INC COM 58933Y105   180,093,023 1,651,926 SH   SOLE 0 1,648,246 0 0
RAYMOND JAMES FINL INC COM 754730109   11,375,565 102,023 SH   SOLE 0 102,023 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   73,583,868 195,250 SH   SOLE 0 195,250 0 0
LOCKHEED MARTIN CORP COM 539830109   605,172 1,335 SH   SOLE 0 1,335 0 0
T-MOBILE US INC COM 872590104   439,304 2,740 SH   SOLE 0 2,740 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   266,603 4,727 SH   SOLE 0 4,727 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   290,700 15,000 SH   SOLE 0 15,000 0 0
GENERAL MLS INC COM 370334104   407,087 6,249 SH   SOLE 0 6,249 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   314,011,184 813,985 SH   SOLE 0 812,227 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   2,484,729 34,405 SH   SOLE 0 34,405 0 0
BROADCOM INC COM 11135F101   195,238,421 174,906 SH   SOLE 0 174,525 0 0
PROCTER AND GAMBLE CO COM 742718109   280,856,149 1,916,584 SH   SOLE 0 1,912,406 0 0
CONSTELLATION ENERGY CORP COM 21037T109   429,846 3,677 SH   SOLE 0 3,677 0 0
FASTENAL CO COM 311900104   76,298,995 1,177,999 SH   SOLE 0 1,177,999 0 0
UNITED PARCEL SERVICE INC CL B 911312106   832,089 5,292 SH   SOLE 0 5,292 0 0
AMAZON COM INC COM 023135106   1,723,455 11,343 SH   SOLE 0 11,343 0 0
ENOVIX CORPORATION COM 293594107   313,000 25,000 SH   SOLE 0 25,000 0 0
CATERPILLAR INC COM 149123101   231,515,080 783,019 SH   SOLE 0 781,273 0 0
MICROSOFT CORP COM 594918104   333,372,097 886,534 SH   SOLE 0 884,667 0 0
CAPITAL ONE FINL CORP COM 14040H105   255,684 1,950 SH   SOLE 0 1,950 0 0
IONIS PHARMACEUTICALS INC COM 462222100   273,591 5,408 SH   SOLE 0 5,408 0 0
COMCAST CORP NEW CL A 20030N101   383,863 8,754 SH   SOLE 0 8,754 0 0
NEWMARKET CORP COM 651587107   263,636 483 SH   SOLE 0 483 0 0
AMGEN INC COM 031162100   833,818 2,895 SH   SOLE 0 2,895 0 0
AGNICO EAGLE MINES LTD COM 008474108   29,802,857 543,352 SH   OTR 1 0 543,352 0
BROADCOM INC COM 11135F101   102,537,608 91,859 SH   OTR 1 0 91,859 0
CATERPILLAR INC COM 149123101   118,100,650 399,434 SH   OTR 1 0 399,434 0
CME GROUP INC COM 12572Q105   88,293,207 419,246 SH   OTR 1 0 419,246 0
CONOCOPHILLIPS COM 20825C104   56,358,600 485,557 SH   OTR 1 0 485,557 0
CISCO SYS INC COM 17275R102   81,317,143 1,609,603 SH   OTR 1 0 1,609,603 0
CHEVRON CORP NEW COM 166764100   146,214,835 980,255 SH   OTR 1 0 980,255 0
DEERE & CO COM 244199105   91,732,177 229,405 SH   OTR 1 0 229,405 0
DUKE ENERGY CORP NEW COM NEW 26441C204   62,827,286 647,437 SH   OTR 1 0 647,437 0
FREEPORT-MCMORAN INC CL B 35671D857   62,346,532 1,464,565 SH   OTR 1 0 1,464,565 0
GOLDMAN SACHS GROUP INC COM 38141G104   145,057,235 376,020 SH   OTR 1 0 376,020 0
HOME DEPOT INC COM 437076102   119,486,974 344,790 SH   OTR 1 0 344,790 0
JPMORGAN CHASE & CO COM 459200101   59,314,024 362,666 SH   OTR 1 0 362,666 0
JOHNSON & JOHNSON COM 478160104   89,536,784 571,244 SH   OTR 1 0 571,244 0
JPMORGAN CHASE & CO COM 46625H100   135,402,831 796,019 SH   OTR 1 0 796,019 0
COCA COLA CO COM 191216100   97,199,967 1,649,414 SH   OTR 1 0 1,649,414 0
MCDONALDS CORP COM 580135101   151,363,017 510,482 SH   OTR 1 0 510,482 0
MERCK & CO INC COM 58933Y105   93,928,252 861,569 SH   OTR 1 0 861,569 0
MICROSOFT CORP COM 594918104   167,139,626 444,473 SH   OTR 1 0 444,473 0
PROCTER AND GAMBLE CO COM 742718109   147,859,739 1,009,006 SH   OTR 1 0 1,009,006 0
SCHLUMBERGER LTD COM STK 806857108   73,248,329 1,407,539 SH   OTR 1 0 1,407,539 0
AMPLIFY ETF TR SAMSUNG SOFR ETF SAMSUNG SOFR ETF 032108672   99,559,487 992,716 SH   OTR 1 0 992,716 0
UNITEDHEALTH GROUP INC COM 91324P102   163,674,784 310,891 SH   OTR 1 0 310,891 0
VISA INC COM CL A 92826C839   165,689,083 636,409 SH   OTR 1 0 636,409 0
VERIZON COMMUNICATIONS INC COM 92343V104   64,953,933 1,722,916 SH   OTR 1 0 1,722,916 0
WASTE MGMT INC DEL COM 94106L109   29,904,685 166,972 SH   OTR 1 0 166,972 0
WALMART INC COM 931142103   151,052,505 958,151 SH   OTR 1 0 958,151 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   804,008 43,413 SH   OTR 1 0 43,413 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   838,725 29,543 SH   OTR 1 0 29,543 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   1,850,363 196,638 SH   OTR 1 0 196,638 0
ASML HOLDINGS N V N Y REGISTRY SHS N07059210   1,402,572 1,853 SH   OTR 1 0 1,853 0
ASTRAZENECA PLC SPONSORED ADR 046353108   804,697 11,948 SH   OTR 1 0 11,948 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   3,028,619 332,450 SH   OTR 1 0 332,450 0
BANCO MACRO SA SPON ADR B 05961W105   754,580 26,292 SH   OTR 1 0 26,292 0
BHP GROUP LTD SPONSORED ADS 088606108   844,038 12,356 SH   OTR 1 0 12,356 0
CAMECO CORP COM 13321L108   2,168,705 50,318 SH   OTR 1 0 50,318 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108   1,727,558 18,254 SH   OTR 1 0 18,254 0
ECOPETROL S A SPONSORED ADS 279158109   1,424,678 119,520 SH   OTR 1 0 119,520 0
ENEL CHILE S.A. SPONSORED ADR 29278D105   833,182 257,155 SH   OTR 1 0 257,155 0
ENI S P A SPONSORED ADR 26874R108   1,739,135 51,136 SH   OTR 1 0 51,136 0
EQUINOR ASA SPONSORED ADR 29446M102   1,350,237 42,675 SH   OTR 1 0 42,675 0
FERRARI N V COM N3167Y103   1,116,819 3,300 SH   OTR 1 0 3,300 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   2,451,753 18,809 SH   OTR 1 0 18,809 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   2,688,114 185,900 SH   OTR 1 0 185,900 0
HDFC BANK LTD SPONSORED ADS 40415F101   866,390 12,910 SH   OTR 1 0 12,910 0
HSBC HLDGS PLC SPON ADR NEW 404280406   1,131,917 27,921 SH   OTR 1 0 27,921 0
ICICI BANK LIMITED ADR 45104G104   2,261,700 94,870 SH   OTR 1 0 94,870 0
JOYY INC ADS REPSTG COM A 46591M109   1,035,574 26,085 SH   OTR 1 0 26,085 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,625,288 79,671 SH   OTR 1 0 79,671 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   3,112,644 361,515 SH   OTR 1 0 361,515 0
NETEASE INC SPONSORED ADS 64110W102   1,941,547 20,841 SH   OTR 1 0 20,841 0
NOVARTIS AF SPONSORED ADR 66987V109   1,609,057 15,936 SH   OTR 1 0 15,936 0
PETROLEO BRASILEIRO SA PETRO Sponsored ADR 71654V408   3,257,608 203,983 SH   OTR 1 0 203,983 0
RELX PLC SPONSORED ADR 759530108   2,622,041 66,113 SH   OTR 1 0 66,113 0
RIO TINTO PLC SPONSORED ADR 767204100   864,331 11,608 SH   OTR 1 0 11,608 0
SHELL PLC SPON ADS 780259305   1,721,328 26,160 SH   OTR 1 0 26,160 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   1,292,897 13,654 SH   OTR 1 0 13,654 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,347,904 22,576 SH   OTR 1 0 22,576 0
TENARIS S A SPONSORED ADS 88031M109   1,921,880 55,290 SH   OTR 1 0 55,290 0
TERNIUM SA SPONSORED ADS 880890108   1,265,903 29,807 SH   OTR 1 0 29,807 0
TIM S A SPONSORED ADR 88706T108   1,790,389 96,935 SH   OTR 1 0 96,935 0
TOTALENERGIES SE SPONSORED ADS 89151E109   2,588,739 38,420 SH   OTR 1 0 38,420 0
TOYOTA MOTOR CORP ADS 892331307   1,703,783 9,291 SH   OTR 1 0 9,291 0
VALE S A SPONSORED ADS 91912E105   613,290 38,669 SH   OTR 1 0 38,669 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   759,333 44,173 SH   OTR 1 0 44,173 0
COMPANHIA PARANAENSE DE ENER SPONSORED ADS 20441B704   233,487 29,668 SH   OTR 1 0 29,668 0
BANCO SANTANDER S.A. ADR 05964H105   385,073 93,013 SH   OTR 1 0 93,013 0
ULTRAPAR PARTICIPACOES SA SP ADR REP COM 90400P101   557,219 102,808 SH   OTR 1 0 102,808 0
NOVO-NORDISK A S ADR 670100205   782,495 7,564 SH   OTR 1 0 7,564 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   782,871 8,586 SH   OTR 1 0 8,586 0
XP INC CL A G98239109   822,169 31,537 SH   OTR 1 0 31,537 0
EMBRAER S.A. SPONSORED ADS 29082A107   919,160 49,819 SH   OTR 1 0 49,819 0
COMPANHIA PARANAENSE DE ENER SPON ADS 20441B605   1,034,805 122,029 SH   OTR 1 0 122,029 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209   1,135,764 117,331 SH   OTR 1 0 117,331 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,674,810 11,447 SH   OTR 1 0 11,447 0
CRH PLC ORD G25508105   2,141,470 30,964 SH   OTR 1 0 30,964 0