The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 228,050 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 5,557,178 | 18,843 | SH | SOLE | 0 | 0 | 0 | 18,843 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 729,594 | 4,670 | SH | SOLE | 0 | 0 | 0 | 4,670 | ||
| AMAZON COM INC | COM | 023135106 | 338,663 | 1,780 | SH | SOLE | 0 | 0 | 0 | 1,780 | ||
| APPLE INC | COM | 037833100 | 14,318,278 | 64,459 | SH | SOLE | 0 | 0 | 0 | 64,459 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 6,465,015 | 21,160 | SH | SOLE | 0 | 0 | 0 | 21,160 | ||
| BANK AMERICA CORP | COM | 060505104 | 751,349 | 18,005 | SH | SOLE | 0 | 0 | 0 | 18,005 | ||
| BROWN & BROWN INC | COM | 115236101 | 11,975,242 | 96,264 | SH | SOLE | 0 | 0 | 0 | 96,264 | ||
| CATERPILLAR INC | COM | 149123101 | 369,376 | 1,120 | SH | SOLE | 0 | 0 | 0 | 1,120 | ||
| CHEVRON CORP NEW | COM | 166764100 | 5,915,709 | 35,362 | SH | SOLE | 0 | 0 | 0 | 35,362 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 230,050 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 224,848 | 2,141 | SH | SOLE | 0 | 0 | 0 | 2,141 | ||
| DEERE & CO | COM | 244199105 | 8,954,259 | 19,078 | SH | SOLE | 0 | 0 | 0 | 19,078 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 665,101 | 4,160 | SH | SOLE | 0 | 0 | 0 | 4,160 | ||
| EATON CORP PLC | SHS | G29183103 | 9,135,119 | 33,606 | SH | SOLE | 0 | 0 | 0 | 33,606 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 539,110 | 29,000 | SH | SOLE | 0 | 0 | 0 | 29,000 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 2,215,547 | 18,629 | SH | SOLE | 0 | 0 | 0 | 18,629 | ||
| FEDEX CORP | COM | 31428X106 | 284,247 | 1,166 | SH | SOLE | 0 | 0 | 0 | 1,166 | ||
| GRAINGER W W INC | COM | 384802104 | 8,144,658 | 8,245 | SH | SOLE | 0 | 0 | 0 | 8,245 | ||
| HONEYWELL INTL INC | COM | 438516106 | 377,127 | 1,781 | SH | SOLE | 0 | 0 | 0 | 1,781 | ||
| ISHARES TR | TIPS BD ETF | 464287176 | 1,576,316 | 14,190 | SH | SOLE | 0 | 0 | 0 | 14,190 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 7,473,082 | 45,062 | SH | SOLE | 0 | 0 | 0 | 45,062 | ||
| KIMBERLY-CLARK CORP | COM | 494368103 | 3,696,582 | 25,992 | SH | SOLE | 0 | 0 | 0 | 25,992 | ||
| KROGER CO | COM | 501044101 | 5,625,784 | 83,111 | SH | SOLE | 0 | 0 | 0 | 83,111 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 5,596,112 | 26,736 | SH | SOLE | 0 | 0 | 0 | 26,736 | ||
| MATADOR RES CO | COM | 576485205 | 2,596,751 | 50,827 | SH | SOLE | 0 | 0 | 0 | 50,827 | ||
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 5,028,153 | 61,088 | SH | SOLE | 0 | 0 | 0 | 61,088 | ||
| MCDONALDS CORP | COM | 580135101 | 5,867,246 | 18,783 | SH | SOLE | 0 | 0 | 0 | 18,783 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 3,507,505 | 39,033 | SH | SOLE | 0 | 0 | 0 | 39,033 | ||
| MICROSOFT CORP | COM | 594918104 | 1,135,179 | 3,024 | SH | SOLE | 0 | 0 | 0 | 3,024 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 5,821,558 | 82,121 | SH | SOLE | 0 | 0 | 0 | 82,121 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 2,218,539 | 20,470 | SH | SOLE | 0 | 0 | 0 | 20,470 | ||
| ONEOK INC NEW | COM | 682680103 | 776,297 | 7,824 | SH | SOLE | 0 | 0 | 0 | 7,824 | ||
| ORACLE CORP | COM | 68389X105 | 8,850,672 | 63,305 | SH | SOLE | 0 | 0 | 0 | 63,305 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 211,000 | 2,500 | SH | SOLE | 0 | 0 | 0 | 2,500 | ||
| PEPSICO INC | COM | 713448108 | 4,176,429 | 27,854 | SH | SOLE | 0 | 0 | 0 | 27,854 | ||
| PHILLIPS 66 | COM | 718546104 | 218,189 | 1,767 | SH | SOLE | 0 | 0 | 0 | 1,767 | ||
| QUALCOMM INC | COM | 747525103 | 8,883,727 | 57,833 | SH | SOLE | 0 | 0 | 0 | 57,833 | ||
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 1,226,050 | 2,920 | SH | SOLE | 0 | 0 | 0 | 2,920 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,239,798 | 4,004 | SH | SOLE | 0 | 0 | 0 | 4,004 | ||
| SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 944,284 | 18,490 | SH | SOLE | 0 | 0 | 0 | 18,490 | ||
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | 5,008,462 | 3,780 | SH | SOLE | 0 | 0 | 0 | 3,780 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 991,800 | 18,000 | SH | SOLE | 0 | 0 | 0 | 18,000 | ||
| TRINITY INDS INC | COM | 896522109 | 505,080 | 18,000 | SH | SOLE | 0 | 0 | 0 | 18,000 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 253,560 | 6,000 | SH | SOLE | 0 | 0 | 0 | 6,000 | ||
| USA COMPRESSION PARTNERS LP | COMUNIT LTDPAR | 90290N109 | 323,760 | 12,000 | SH | SOLE | 0 | 0 | 0 | 12,000 | ||
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 1,241,839 | 16,218 | SH | SOLE | 0 | 0 | 0 | 16,218 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 3,883,224 | 85,609 | SH | SOLE | 0 | 0 | 0 | 85,609 | ||
| VISA INC | COM CL A | 92826C839 | 8,218,988 | 23,452 | SH | SOLE | 0 | 0 | 0 | 23,452 | ||
| WALMART INC | COM | 931142103 | 7,726,573 | 88,012 | SH | SOLE | 0 | 0 | 0 | 88,012 | ||