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 | 249,800 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 5,166,670 | 20,916 | SH | SOLE | 0 | 0 | 0 | 20,916 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,465,446 | 4,670 | SH | SOLE | 0 | 0 | 0 | 4,670 | ||
| AMAZON COM INC | COM | 023135106 | 410,860 | 1,780 | SH | SOLE | 0 | 0 | 0 | 1,780 | ||
| APPLE INC | COM | 037833100 | 17,263,110 | 63,500 | SH | SOLE | 0 | 0 | 0 | 63,500 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 5,903,429 | 22,950 | SH | SOLE | 0 | 0 | 0 | 22,950 | ||
| BANK AMERICA CORP | COM | 060505104 | 966,405 | 17,571 | SH | SOLE | 0 | 0 | 0 | 17,571 | ||
| BROADCOM INC | COM | 11135F101 | 351,292 | 1,015 | SH | SOLE | 0 | 0 | 0 | 1,015 | ||
| BROWN & BROWN INC | COM | 115236101 | 8,099,991 | 101,631 | SH | SOLE | 0 | 0 | 0 | 101,631 | ||
| CATERPILLAR INC | COM | 149123101 | 641,614 | 1,120 | SH | SOLE | 0 | 0 | 0 | 1,120 | ||
| CHEVRON CORP NEW | COM | 166764100 | 5,609,602 | 36,806 | SH | SOLE | 0 | 0 | 0 | 36,806 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 346,100 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | ||
| DEERE & CO | COM | 244199105 | 8,829,069 | 18,964 | SH | SOLE | 0 | 0 | 0 | 18,964 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 625,373 | 4,160 | SH | SOLE | 0 | 0 | 0 | 4,160 | ||
| EATON CORP PLC | SHS | G29183103 | 10,497,771 | 32,959 | SH | SOLE | 0 | 0 | 0 | 32,959 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 478,210 | 29,000 | SH | SOLE | 0 | 0 | 0 | 29,000 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 2,174,905 | 18,073 | SH | SOLE | 0 | 0 | 0 | 18,073 | ||
| FEDEX CORP | COM | 31428X106 | 336,811 | 1,166 | SH | SOLE | 0 | 0 | 0 | 1,166 | ||
| HONEYWELL INTL INC | COM | 438516106 | 347,455 | 1,781 | SH | SOLE | 0 | 0 | 0 | 1,781 | ||
| ISHARES TR | TIPS BD ETF | 464287176 | 1,614,171 | 14,686 | SH | SOLE | 0 | 0 | 0 | 14,686 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 9,519,079 | 45,997 | SH | SOLE | 0 | 0 | 0 | 45,997 | ||
| KIMBERLY-CLARK CORP | COM | 494368103 | 4,797,622 | 47,553 | SH | SOLE | 0 | 0 | 0 | 47,553 | ||
| KROGER CO | COM | 501044101 | 5,376,092 | 86,045 | SH | SOLE | 0 | 0 | 0 | 86,045 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 7,791,348 | 26,540 | SH | SOLE | 0 | 0 | 0 | 26,540 | ||
| MATADOR RES CO | COM | 576485205 | 2,157,098 | 50,827 | SH | SOLE | 0 | 0 | 0 | 50,827 | ||
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 4,519,439 | 66,355 | SH | SOLE | 0 | 0 | 0 | 66,355 | ||
| MCDONALDS CORP | COM | 580135101 | 6,019,994 | 19,697 | SH | SOLE | 0 | 0 | 0 | 19,697 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 4,007,527 | 41,719 | SH | SOLE | 0 | 0 | 0 | 41,719 | ||
| MICROSOFT CORP | COM | 594918104 | 1,974,620 | 4,083 | SH | SOLE | 0 | 0 | 0 | 4,083 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 6,715,663 | 83,653 | SH | SOLE | 0 | 0 | 0 | 83,653 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 3,817,655 | 20,470 | SH | SOLE | 0 | 0 | 0 | 20,470 | ||
| ONEOK INC NEW | COM | 682680103 | 575,064 | 7,824 | SH | SOLE | 0 | 0 | 0 | 7,824 | ||
| ORACLE CORP | COM | 68389X105 | 11,969,423 | 61,410 | SH | SOLE | 0 | 0 | 0 | 61,410 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 444,375 | 2,500 | SH | SOLE | 0 | 0 | 0 | 2,500 | ||
| PEPSICO INC | COM | 713448108 | 4,566,950 | 31,821 | SH | SOLE | 0 | 0 | 0 | 31,821 | ||
| QUALCOMM INC | COM | 747525103 | 9,899,690 | 57,876 | SH | SOLE | 0 | 0 | 0 | 57,876 | ||
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 1,403,264 | 2,920 | SH | SOLE | 0 | 0 | 0 | 2,920 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,730,408 | 4,004 | SH | SOLE | 0 | 0 | 0 | 4,004 | ||
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | 1,050,417 | 18,490 | SH | SOLE | 0 | 0 | 0 | 18,490 | ||
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | 3,257,075 | 11,340 | SH | SOLE | 0 | 0 | 0 | 11,340 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 900,180 | 18,000 | SH | SOLE | 0 | 0 | 0 | 18,000 | ||
| TRINITY INDS INC | COM | 896522109 | 475,920 | 18,000 | SH | SOLE | 0 | 0 | 0 | 18,000 | ||
| USA COMPRESSION PARTNERS LP | COM UNIT LTDPAR | 90290N109 | 276,000 | 12,000 | SH | SOLE | 0 | 0 | 0 | 12,000 | ||
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 1,303,165 | 16,733 | SH | SOLE | 0 | 0 | 0 | 16,733 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 3,718,893 | 91,306 | SH | SOLE | 0 | 0 | 0 | 91,306 | ||
| VISA INC | COM CL A | 92826C839 | 8,488,234 | 24,203 | SH | SOLE | 0 | 0 | 0 | 24,203 | ||
| WALMART INC | COM | 931142103 | 9,900,115 | 88,862 | SH | SOLE | 0 | 0 | 0 | 88,862 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 245,862 | 2,638 | SH | SOLE | 0 | 0 | 0 | 2,638 | ||
| WW GRAINGER INC | COM | 384802104 | 8,261,092 | 8,187 | SH | SOLE | 0 | 0 | 0 | 8,187 | ||