The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBOTT LABS | COM | 002824100 | 18,926 | 163,251 | SH | SOLE | 0 | 0 | 163,250 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 880 | 351 | SH | SOLE | 0 | 0 | 351 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 2,056 | 842 | SH | SOLE | 0 | 0 | 842 | ||
ALTRIA GROUP INC | COM | 02209S103 | 238 | 4,998 | SH | SOLE | 0 | 0 | 4,997 | ||
AMAZON COM INC | COM | 023135106 | 523 | 152 | SH | SOLE | 0 | 0 | 152 | ||
AMGEN INC | COM | 031162100 | 21,900 | 89,846 | SH | SOLE | 0 | 0 | 89,845 | ||
ANALOG DEVICES INC | COM | 032654105 | 20,861 | 121,175 | SH | SOLE | 0 | 0 | 121,174 | ||
ANNOVIS BIO INC | COM | 03615A108 | 542 | 6,329 | SH | SOLE | 0 | 0 | 6,329 | ||
APPLE INC | COM | 037833100 | 18,068 | 131,922 | SH | SOLE | 0 | 0 | 131,922 | ||
BK OF AMERICA CORP | COM | 060505104 | 270 | 6,549 | SH | SOLE | 0 | 0 | 6,549 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 20,292 | 73,015 | SH | SOLE | 0 | 0 | 73,015 | ||
BIOGEN INC | COM | 09062X103 | 754 | 2,177 | SH | SOLE | 0 | 0 | 2,177 | ||
BOEING CO | COM | 097023105 | 13,424 | 56,036 | SH | SOLE | 0 | 0 | 56,035 | ||
BROWN FORMAN CORP | CL B | 115637209 | 13,552 | 180,839 | SH | SOLE | 0 | 0 | 180,839 | ||
CHEVRON CORP NEW | COM | 166764100 | 15,775 | 150,612 | SH | SOLE | 0 | 0 | 150,611 | ||
CISCO SYS INC | COM | 17275R102 | 461 | 8,705 | SH | SOLE | 0 | 0 | 8,705 | ||
COCA COLA CO | COM | 191216100 | 412 | 7,609 | SH | SOLE | 0 | 0 | 7,609 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 16,935 | 42,801 | SH | SOLE | 0 | 0 | 42,801 | ||
CUMMINS INC | COM | 231021106 | 1,718 | 7,045 | SH | SOLE | 0 | 0 | 7,044 | ||
DEERE & CO | COM | 244199105 | 18,919 | 53,638 | SH | SOLE | 0 | 0 | 53,637 | ||
DISNEY WALT CO | COM | 254687106 | 1,636 | 9,308 | SH | SOLE | 0 | 0 | 9,307 | ||
DOMINION ENERGY INC | COM | 25746U109 | 277 | 3,761 | SH | SOLE | 0 | 0 | 3,761 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 645 | 6,532 | SH | SOLE | 0 | 0 | 6,531 | ||
EMERSON ELEC CO | COM | 291011104 | 26,141 | 271,620 | SH | SOLE | 0 | 0 | 271,619 | ||
EXXON MOBIL CORP | COM | 30231G102 | 479 | 7,597 | SH | SOLE | 0 | 0 | 7,597 | ||
FEDEX CORP | COM | 31428X106 | 23,390 | 78,403 | SH | SOLE | 0 | 0 | 78,403 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 755 | 17,370 | SH | SOLE | 0 | 0 | 17,370 | ||
FORD MTR CO DEL | COM | 345370860 | 180 | 12,124 | SH | SOLE | 0 | 0 | 12,123 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 4,057 | 301,375 | SH | SOLE | 0 | 0 | 301,375 | ||
HEXCEL CORP NEW | COM | 428291108 | 512 | 8,198 | SH | SOLE | 0 | 0 | 8,198 | ||
HOME DEPOT INC | COM | 437076102 | 1,003 | 3,144 | SH | SOLE | 0 | 0 | 3,144 | ||
INTEL CORP | COM | 458140100 | 276 | 4,920 | SH | SOLE | 0 | 0 | 4,920 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 1,327 | 9,052 | SH | SOLE | 0 | 0 | 9,052 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 22,107 | 142,128 | SH | SOLE | 0 | 0 | 142,127 | ||
JOHNSON & JOHNSON | COM | 478160104 | 16,008 | 97,169 | SH | SOLE | 0 | 0 | 97,168 | ||
LIBERTY MEDIA CORP DEL | DEB 4.000%11/1 | 530715AG6 | 18 | 25,000 | SH | SOLE | 0 | 0 | 25,000 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 263 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
LOWES COS INC | COM | 548661107 | 12,476 | 64,320 | SH | SOLE | 0 | 0 | 64,320 | ||
M & T BK CORP | COM | 55261F104 | 20,255 | 139,395 | SH | SOLE | 0 | 0 | 139,394 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 592 | 1,622 | SH | SOLE | 0 | 0 | 1,621 | ||
MCDONALDS CORP | COM | 580135101 | 15,165 | 65,651 | SH | SOLE | 0 | 0 | 65,651 | ||
MERCK & CO INC | COM | 58933Y105 | 792 | 10,190 | SH | SOLE | 0 | 0 | 10,190 | ||
MERCURY GENL CORP NEW | COM | 589400100 | 29,312 | 451,302 | SH | SOLE | 0 | 0 | 451,302 | ||
MICROSOFT CORP | COM | 594918104 | 27,829 | 102,726 | SH | SOLE | 0 | 0 | 102,726 | ||
NIKE INC | CL B | 654106103 | 16,078 | 104,069 | SH | SOLE | 0 | 0 | 104,068 | ||
NOVO-NORDISK A S | ADR | 670100205 | 660 | 7,876 | SH | SOLE | 0 | 0 | 7,876 | ||
PAYCHEX INC | COM | 704326107 | 1,190 | 11,091 | SH | SOLE | 0 | 0 | 11,091 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 506 | 1,735 | SH | SOLE | 0 | 0 | 1,735 | ||
PEPSICO INC | COM | 713448108 | 20,818 | 140,498 | SH | SOLE | 0 | 0 | 140,497 | ||
PFIZER INC | COM | 717081103 | 417 | 10,654 | SH | SOLE | 0 | 0 | 10,653 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 10,487 | 105,808 | SH | SOLE | 0 | 0 | 105,808 | ||
POLARIS INC | COM | 731068102 | 18,478 | 134,913 | SH | SOLE | 0 | 0 | 134,912 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 20,755 | 104,837 | SH | SOLE | 0 | 0 | 104,836 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 369 | 2,733 | SH | SOLE | 0 | 0 | 2,733 | ||
RALPH LAUREN CORP | CL A | 751212101 | 16,630 | 141,157 | SH | SOLE | 0 | 0 | 141,156 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 211 | 493 | SH | SOLE | 0 | 0 | 493 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 203 | 1,227 | SH | SOLE | 0 | 0 | 1,227 | ||
SPDR SER TR | S&P BIOTECH | 78464A870 | 244 | 1,800 | SH | SOLE | 0 | 0 | 1,800 | ||
SELECT BANCORP INC NEW | COM | 81617L108 | 312 | 19,333 | SH | SOLE | 0 | 0 | 19,333 | ||
SKECHERS U S A INC | CL A | 830566105 | 1,229 | 24,667 | SH | SOLE | 0 | 0 | 24,667 | ||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 1,119 | 11,512 | SH | SOLE | 0 | 0 | 11,512 | ||
SOUTHERN CO | COM | 842587107 | 234 | 3,868 | SH | SOLE | 0 | 0 | 3,868 | ||
STARBUCKS CORP | COM | 855244109 | 16,802 | 150,269 | SH | SOLE | 0 | 0 | 150,268 | ||
TAPESTRY INC | COM | 876030107 | 771 | 17,731 | SH | SOLE | 0 | 0 | 17,731 | ||
TESLA INC | COM | 88160R101 | 1,217 | 1,790 | SH | SOLE | 0 | 0 | 1,790 | ||
TEXAS INSTRS INC | COM | 882508104 | 570 | 2,966 | SH | SOLE | 0 | 0 | 2,966 | ||
TRUIST FINL CORP | COM | 89832Q109 | 367 | 6,606 | SH | SOLE | 0 | 0 | 6,606 | ||
UNILEVER PLC | SPON ADR NEW | 904767704 | 412 | 7,047 | SH | SOLE | 0 | 0 | 7,046 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 375 | 1,805 | SH | SOLE | 0 | 0 | 1,805 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 359 | 1,610 | SH | SOLE | 0 | 0 | 1,610 | ||
VISA INC | COM CL A | 92826C839 | 14,927 | 63,840 | SH | SOLE | 0 | 0 | 63,840 | ||
WALMART INC | COM | 931142103 | 24,514 | 173,831 | SH | SOLE | 0 | 0 | 173,831 | ||
WILLIAMS SONOMA INC | COM | 969904101 | 203 | 1,271 | SH | SOLE | 0 | 0 | 1,271 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 981 | 4,770 | SH | SOLE | 0 | 0 | 4,770 |