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 | 250,100 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 5,388,129 | 19,757 | SH | SOLE | 0 | 0 | 0 | 19,757 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,137,379 | 4,670 | SH | SOLE | 0 | 0 | 0 | 4,670 | ||
| AMAZON COM INC | COM | 023135106 | 390,835 | 1,780 | SH | SOLE | 0 | 0 | 0 | 1,780 | ||
| APPLE INC | COM | 037833100 | 16,712,385 | 65,634 | SH | SOLE | 0 | 0 | 0 | 65,634 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 6,619,893 | 22,555 | SH | SOLE | 0 | 0 | 0 | 22,555 | ||
| BANK AMERICA CORP | COM | 060505104 | 928,878 | 18,005 | SH | SOLE | 0 | 0 | 0 | 18,005 | ||
| BROADCOM INC | COM | 11135F101 | 334,859 | 1,015 | SH | SOLE | 0 | 0 | 0 | 1,015 | ||
| BROWN & BROWN INC | COM | 115236101 | 9,426,833 | 100,510 | SH | SOLE | 0 | 0 | 0 | 100,510 | ||
| CATERPILLAR INC | COM | 149123101 | 534,408 | 1,120 | SH | SOLE | 0 | 0 | 0 | 1,120 | ||
| CHEVRON CORP NEW | COM | 166764100 | 5,706,597 | 36,748 | SH | SOLE | 0 | 0 | 0 | 36,748 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 286,400 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | ||
| DEERE & CO | COM | 244199105 | 8,754,243 | 19,145 | SH | SOLE | 0 | 0 | 0 | 19,145 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 595,296 | 4,160 | SH | SOLE | 0 | 0 | 0 | 4,160 | ||
| EATON CORP PLC | SHS | G29183103 | 12,450,175 | 33,267 | SH | SOLE | 0 | 0 | 0 | 33,267 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 497,640 | 29,000 | SH | SOLE | 0 | 0 | 0 | 29,000 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 2,076,066 | 18,413 | SH | SOLE | 0 | 0 | 0 | 18,413 | ||
| FEDEX CORP | COM | 31428X106 | 274,954 | 1,166 | SH | SOLE | 0 | 0 | 0 | 1,166 | ||
| GRAINGER W W INC | COM | 384802104 | 8,071,571 | 8,470 | SH | SOLE | 0 | 0 | 0 | 8,470 | ||
| HONEYWELL INTL INC | COM | 438516106 | 374,901 | 1,781 | SH | SOLE | 0 | 0 | 0 | 1,781 | ||
| ISHARES TR | TIPS BD ETF | 464287176 | 1,615,464 | 14,525 | SH | SOLE | 0 | 0 | 0 | 14,525 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 8,548,047 | 46,101 | SH | SOLE | 0 | 0 | 0 | 46,101 | ||
| KIMBERLY-CLARK CORP | COM | 494368103 | 3,754,322 | 30,194 | SH | SOLE | 0 | 0 | 0 | 30,194 | ||
| KROGER CO | COM | 501044101 | 5,891,499 | 87,398 | SH | SOLE | 0 | 0 | 0 | 87,398 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 8,140,704 | 26,655 | SH | SOLE | 0 | 0 | 0 | 26,655 | ||
| MATADOR RES CO | COM | 576485205 | 2,283,657 | 50,827 | SH | SOLE | 0 | 0 | 0 | 50,827 | ||
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 4,423,487 | 66,111 | SH | SOLE | 0 | 0 | 0 | 66,111 | ||
| MCDONALDS CORP | COM | 580135101 | 5,979,644 | 19,677 | SH | SOLE | 0 | 0 | 0 | 19,677 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 3,917,507 | 41,133 | SH | SOLE | 0 | 0 | 0 | 41,133 | ||
| MICROSOFT CORP | COM | 594918104 | 2,114,790 | 4,083 | SH | SOLE | 0 | 0 | 0 | 4,083 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 6,391,587 | 84,668 | SH | SOLE | 0 | 0 | 0 | 84,668 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 3,819,293 | 20,470 | SH | SOLE | 0 | 0 | 0 | 20,470 | ||
| ONEOK INC NEW | COM | 682680103 | 570,917 | 7,824 | SH | SOLE | 0 | 0 | 0 | 7,824 | ||
| ORACLE CORP | COM | 68389X105 | 17,713,339 | 62,983 | SH | SOLE | 0 | 0 | 0 | 62,983 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 456,050 | 2,500 | SH | SOLE | 0 | 0 | 0 | 2,500 | ||
| PEPSICO INC | COM | 713448108 | 4,488,041 | 31,957 | SH | SOLE | 0 | 0 | 0 | 31,957 | ||
| QUALCOMM INC | COM | 747525103 | 9,779,306 | 58,784 | SH | SOLE | 0 | 0 | 0 | 58,784 | ||
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 1,354,121 | 2,920 | SH | SOLE | 0 | 0 | 0 | 2,920 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,667,385 | 4,004 | SH | SOLE | 0 | 0 | 0 | 4,004 | ||
| SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 1,023,052 | 18,490 | SH | SOLE | 0 | 0 | 0 | 18,490 | ||
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | 3,529,159 | 3,780 | SH | SOLE | 0 | 0 | 0 | 3,780 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 1,023,660 | 18,000 | SH | SOLE | 0 | 0 | 0 | 18,000 | ||
| TRINITY INDS INC | COM | 896522109 | 504,720 | 18,000 | SH | SOLE | 0 | 0 | 0 | 18,000 | ||
| USA COMPRESSION PARTNERS LP | COMUNIT LTDPAR | 90290N109 | 288,000 | 12,000 | SH | SOLE | 0 | 0 | 0 | 12,000 | ||
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 1,290,358 | 16,524 | SH | SOLE | 0 | 0 | 0 | 16,524 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 4,004,109 | 91,106 | SH | SOLE | 0 | 0 | 0 | 91,106 | ||
| VISA INC | COM CL A | 92826C839 | 8,399,314 | 24,604 | SH | SOLE | 0 | 0 | 0 | 24,604 | ||
| WALMART INC | COM | 931142103 | 9,229,332 | 89,553 | SH | SOLE | 0 | 0 | 0 | 89,553 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 221,117 | 2,638 | SH | SOLE | 0 | 0 | 0 | 2,638 | ||