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
ABBVIE INC COM 00287Y109   308,742 1,913 SH   SOLE   0 0 1,913
AIR PRODS & CHEMS INC COM 009158106   4,174,390 14,499 SH   SOLE   0 0 14,499
ALLSTATE CORP COM 020002101   1,023,262 9,185 SH   SOLE   0 0 9,185
ALPHABET INC CAP STK CL A 02079K305   4,839,460 47,146 SH   SOLE   0 0 47,146
ALPHABET INC CAP STK CL C 02079K107   598,453 6,280 SH   SOLE   0 0 6,280
AMAZON COM INC COM 023135106   3,949,532 40,340 SH   SOLE   0 0 40,340
APPLE INC COM 037833100   18,604,846 115,659 SH   SOLE   0 0 115,659
ARISTA NETWORKS INC COM 040413106   401,911 3,312 SH   SOLE   0 0 3,312
AT&T INC COM 00206R102   324,562 16,891 SH   SOLE   0 0 16,891
BEST BUY INC COM 086516101   2,268,515 28,957 SH   SOLE   0 0 28,957
BOEING CO COM 097023105   430,683 2,027 SH   SOLE   0 0 2,027
BROADCOM INC COM 11135F101   9,211,072 14,536 SH   SOLE   0 0 14,536
CADENCE BANK COM 12740C103   279,316 13,455 SH   SOLE   0 0 13,455
CHENIERE ENERGY INC COM NEW 16411R208   1,056,889 6,706 SH   SOLE   0 0 6,706
CHEVRON CORP NEW COM 166764100   1,621,130 9,213 SH   SOLE   0 0 9,213
CHUBB LIMITED COM H1467J104   5,009,433 25,698 SH   SOLE   0 0 25,698
CISCO SYS INC COM 17275R102   4,043,437 77,918 SH   SOLE   0 0 77,918
CME GROUP INC COM 12572Q105   3,921,560 20,553 SH   SOLE   0 0 20,553
COCA COLA CO COM 191216100   1,618,974 25,469 SH   SOLE   0 0 25,469
COMCAST CORP NEW CL A 20030N101   2,919,521 77,380 SH   SOLE   0 0 77,380
CONOCOPHILLIPS COM 20825C104   540,002 4,826 SH   SOLE   0 0 4,826
DARDEN RESTAURANTS INC COM 237194105   3,183,152 20,599 SH   SOLE   0 0 20,599
DEVON ENERGY CORP NEW COM 25179M103   4,405,556 86,420 SH   SOLE   0 0 86,420
DIAMONDBACK ENERGY INC COM 25278X109   244,982 1,812 SH   SOLE   0 0 1,812
EATON CORP PLC SHS G29183103   5,976,480 34,972 SH   SOLE   0 0 34,972
EDWARDS LIFESCIENCES CORP COM 28176E108   2,233,209 27,055 SH   SOLE   0 0 27,055
EXXON MOBIL CORP COM 30231G102   3,896,607 35,436 SH   SOLE   0 0 35,436
FISERV INC COM 337738108   592,051 5,238 SH   SOLE   0 0 5,238
GALLAGHER ARTHUR J & CO COM 363576109   7,167,865 37,467 SH   SOLE   0 0 37,467
HALLIBURTON CO COM 406216101   636,663 19,999 SH   SOLE   0 0 19,999
HOME DEPOT INC COM 437076102   6,506,729 22,001 SH   SOLE   0 0 22,001
HONEYWELL INTL INC COM 438516106   294,663 1,375 SH   SOLE   0 0 1,375
HUMANA INC COM 444859102   273,306 563 SH   SOLE   0 0 563
IDEXX LABS INC COM 45168D104   239,880 588 SH   SOLE   0 0 588
INTEL CORP COM 458140100   608,879 22,919 SH   SOLE   0 0 22,919
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,587,156 24,814 SH   SOLE   0 0 24,814
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   278,567 1,926 SH   SOLE   0 0 1,926
IQVIA HLDGS INC COM 46266C105   2,353,592 11,828 SH   SOLE   0 0 11,828
ISHARES TR CONSER ALLOC ETF 464289883   564,970 16,363 SH   SOLE   0 0 16,363
ISHARES TR CORE MSCI EURO 46434V738   1,770,942 33,857 SH   SOLE   0 0 33,857
ISHARES TR CORE S&P500 ETF 464287200   864,689 2,103 SH   SOLE   0 0 2,103
ISHARES TR GRWT ALLOCAT ETF 464289867   850,540 18,035 SH   SOLE   0 0 18,035
JOHNSON & JOHNSON COM 478160104   4,488,396 28,231 SH   SOLE   0 0 28,231
JPMORGAN CHASE & CO COM 46625H100   7,381,165 56,574 SH   SOLE   0 0 56,574
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,781,373 17,210 SH   SOLE   0 0 17,210
KIMBELL RTY PARTNERS LP UNIT 49435R102   375,768 24,623 SH   SOLE   0 0 24,623
L3HARRIS TECHNOLOGIES INC COM 502431109   2,034,682 10,357 SH   SOLE   0 0 10,357
LAM RESEARCH CORP COM 512807108   210,150 500 SH   SOLE   0 0 500
LAUDER ESTEE COS INC CL A 518439104   2,268,752 9,204 SH   SOLE   0 0 9,204
MARATHON PETE CORP COM 56585A102   6,180,675 46,015 SH   SOLE   0 0 46,015
MEDTRONIC PLC SHS G5960L103   2,177,103 27,041 SH   SOLE   0 0 27,041
MERCK & CO INC COM 58933Y105   5,935,375 55,658 SH   SOLE   0 0 55,658
META PLATFORMS INC CL A 30303M102   399,133 2,264 SH   SOLE   0 0 2,264
MICROSOFT CORP COM 594918104   12,439,121 43,536 SH   SOLE   0 0 43,536
MOTOROLA SOLUTIONS INC COM NEW 620076307   6,753,006 23,676 SH   SOLE   0 0 23,676
NVIDIA CORPORATION COM 67066G104   2,170,659 12,785 SH   SOLE   0 0 12,785
NXP SEMICONDUCTORS N V COM N6596X109   2,302,465 12,378 SH   SOLE   0 0 12,378
OPEN LENDING CORP COM CL A 68373J104   157,724 22,404 SH   SOLE   0 0 22,404
PEPSICO INC COM 713448108   250,579 1,387 SH   SOLE   0 0 1,387
PIONEER NAT RES CO COM 723787107   3,114,120 15,191 SH   SOLE   0 0 15,191
PROCTER AND GAMBLE CO COM 742718109   695,831 4,603 SH   SOLE   0 0 4,603
RAYMOND JAMES FINL INC COM 754730109   819,309 7,893 SH   SOLE   0 0 7,893
S&P GLOBAL INC COM 78409V104   1,698,352 4,930 SH   SOLE   0 0 4,930
SALESFORCE INC COM 79466L302   2,580,230 13,175 SH   SOLE   0 0 13,175
SHELL PLC SPON ADS 780259305   504,316 8,855 SH   SOLE   0 0 8,855
SILICON LABORATORIES INC COM 826919102   6,621,729 37,819 SH   SOLE   0 0 37,819
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   5,716,343 98,856 SH   SOLE   0 0 98,856
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   3,600,322 24,134 SH   SOLE   0 0 24,134
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   4,302,355 57,589 SH   SOLE   0 0 57,589
SELECT SECTOR SPDR TR ENERGY 81369Y506   295,756 3,565 SH   SOLE   0 0 3,565
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   234,128 7,254 SH   SOLE   0 0 7,254
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   10,390,723 80,195 SH   SOLE   0 0 80,195
SPDR S&P 500 ETF TR TR UNIT 78462F103   407,960 1,000 SH   SOLE   0 0 1,000
SPDR SER TR S&P OILGAS EXP 78468R556   205,893 1,614 SH   SOLE   0 0 1,614
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   11,597,112 77,029 SH   SOLE   0 0 77,029
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   3,132,435 46,242 SH   SOLE   0 0 46,242
STELLAR BANCORP INC COM 858927106   413,618 14,040 SH   SOLE   0 0 14,040
STERIS PLC SHS USD G8473T100   1,498,162 7,837 SH   SOLE   0 0 7,837
TEXAS INSTRS INC COM 882508104   1,450,950 8,676 SH   SOLE   0 0 8,676
THIRD COAST BANCSHARES INC COM 88422P109   270,259 17,203 SH   SOLE   0 0 17,203
TJX COS INC NEW COM 872540109   2,495,578 31,838 SH   SOLE   0 0 31,838
TRANE TECHNOLOGIES PLC SHS G8994E103   3,248,151 17,677 SH   SOLE   0 0 17,677
UNION PAC CORP COM 907818108   5,186,331 25,742 SH   SOLE   0 0 25,742
UNITEDHEALTH GROUP INC COM 91324P102   4,132,431 8,710 SH   SOLE   0 0 8,710
VACASA INC CLASS A COM 91854V107   854,241 887,800 SH   SOLE   0 0 887,800
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   11,086,028 207,332 SH   SOLE   0 0 207,332
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866   9,265,951 136,626 SH   SOLE   0 0 136,626
VANGUARD INDEX FDS VALUE ETF 922908744   304,030 2,166 SH   SOLE   0 0 2,166
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,887,337 14,242 SH   SOLE   0 0 14,242
VERIZON COMMUNICATIONS INC COM 92343V104   2,263,637 58,179 SH   SOLE   0 0 58,179
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   230,108 8,218 SH   SOLE   0 0 8,218
VISA INC COM CL A 92826C839   3,373,471 15,016 SH   SOLE   0 0 15,016
VISTRA CORP COM 92840M102   729,402 30,392 SH   SOLE   0 0 30,392
WALMART INC COM 931142103   4,482,337 30,448 SH   SOLE   0 0 30,448