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 |
|
||||||||||||||||
| 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 | 282,250 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | ||
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | 5,959,112 | 20,514 | SH | SOLE | 0 | 0 | 0 | 20,514 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,339,636 | 4,670 | SH | SOLE | 0 | 0 | 0 | 4,670 | ||
| AMAZON COM INC | COM | 023135106 | 370,721 | 1,780 | SH | SOLE | 0 | 0 | 0 | 1,780 | ||
| APPLE INC | COM | 037833100 | 15,243,902 | 60,065 | SH | SOLE | 0 | 0 | 0 | 60,065 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 4,678,626 | 23,027 | SH | SOLE | 0 | 0 | 0 | 23,027 | ||
| BANK AMERICA CORP | COM | 060505104 | 856,586 | 17,571 | SH | SOLE | 0 | 0 | 0 | 17,571 | ||
| BROADCOM INC | COM | 11135F101 | 314,153 | 1,015 | SH | SOLE | 0 | 0 | 0 | 1,015 | ||
| BROWN & BROWN INC | COM | 115236101 | 6,601,013 | 101,227 | SH | SOLE | 0 | 0 | 0 | 101,227 | ||
| CATERPILLAR INC | COM | 149123101 | 793,475 | 1,120 | SH | SOLE | 0 | 0 | 0 | 1,120 | ||
| CHEVRON CORPORATION | COM | 166764100 | 7,379,502 | 35,667 | SH | SOLE | 0 | 0 | 0 | 35,667 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 307,150 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | ||
| DEERE & CO | COM | 244199105 | 10,240,231 | 18,179 | SH | SOLE | 0 | 0 | 0 | 18,179 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 822,806 | 4,160 | SH | SOLE | 0 | 0 | 0 | 4,160 | ||
| EATON CORP PLC | SHS | G29183103 | 11,368,541 | 31,785 | SH | SOLE | 0 | 0 | 0 | 31,785 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 559,700 | 29,000 | SH | SOLE | 0 | 0 | 0 | 29,000 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 3,066,265 | 18,073 | SH | SOLE | 0 | 0 | 0 | 18,073 | ||
| FEDEX CORP | COM | 31428X106 | 415,306 | 1,166 | SH | SOLE | 0 | 0 | 0 | 1,166 | ||
| HONEYWELL INTL INC | COM | 438516106 | 402,559 | 1,781 | SH | SOLE | 0 | 0 | 0 | 1,781 | ||
| ISHARES TR | TIPS BD ETF | 464287176 | 1,620,780 | 14,686 | SH | SOLE | 0 | 0 | 0 | 14,686 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 10,811,337 | 44,229 | SH | SOLE | 0 | 0 | 0 | 44,229 | ||
| KIMBERLY-CLARK CORP | COM | 494368103 | 4,529,652 | 46,954 | SH | SOLE | 0 | 0 | 0 | 46,954 | ||
| KROGER CO | COM | 501044101 | 6,280,052 | 86,789 | SH | SOLE | 0 | 0 | 0 | 86,789 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 8,871,045 | 25,702 | SH | SOLE | 0 | 0 | 0 | 25,702 | ||
| MATADOR RES CO | COM | 576485205 | 2,678,832 | 42,400 | SH | SOLE | 0 | 0 | 0 | 42,400 | ||
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 3,283,039 | 65,088 | SH | SOLE | 0 | 0 | 0 | 65,088 | ||
| MCDONALDS CORP | COM | 580135101 | 5,914,644 | 19,031 | SH | SOLE | 0 | 0 | 0 | 19,031 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 3,478,651 | 40,146 | SH | SOLE | 0 | 0 | 0 | 40,146 | ||
| MICROSOFT CORP | COM | 594918104 | 1,511,404 | 4,083 | SH | SOLE | 0 | 0 | 0 | 4,083 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 7,483,249 | 80,569 | SH | SOLE | 0 | 0 | 0 | 80,569 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 3,569,968 | 20,470 | SH | SOLE | 0 | 0 | 0 | 20,470 | ||
| ONEOK INC NEW | COM | 682680103 | 707,211 | 7,824 | SH | SOLE | 0 | 0 | 0 | 7,824 | ||
| ORACLE CORP | COM | 68389X105 | 8,714,061 | 59,235 | SH | SOLE | 0 | 0 | 0 | 59,235 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 511,980 | 3,500 | SH | SOLE | 0 | 0 | 0 | 3,500 | ||
| PEPSICO INC | COM | 713448108 | 4,737,587 | 30,508 | SH | SOLE | 0 | 0 | 0 | 30,508 | ||
| QUALCOMM INC | COM | 747525103 | 7,334,922 | 56,957 | SH | SOLE | 0 | 0 | 0 | 56,957 | ||
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | 1,046,164 | 18,490 | SH | SOLE | 0 | 0 | 0 | 18,490 | ||
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | 1,352,515 | 2,920 | SH | SOLE | 0 | 0 | 0 | 2,920 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 2,603,961 | 4,004 | SH | SOLE | 0 | 0 | 0 | 4,004 | ||
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | 5,381,510 | 11,340 | SH | SOLE | 0 | 0 | 0 | 11,340 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 815,400 | 18,000 | SH | SOLE | 0 | 0 | 0 | 18,000 | ||
| TRINITY INDS INC | COM | 896522109 | 579,240 | 18,000 | SH | SOLE | 0 | 0 | 0 | 18,000 | ||
| USA COMPRESSION PARTNERS LP | COM UNIT LTDPAR | 90290N109 | 325,440 | 12,000 | SH | SOLE | 0 | 0 | 0 | 12,000 | ||
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 1,299,468 | 16,837 | SH | SOLE | 0 | 0 | 0 | 16,837 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 4,465,692 | 88,958 | SH | SOLE | 0 | 0 | 0 | 88,958 | ||
| VISA INC | COM CL A | 92826C839 | 7,258,303 | 24,015 | SH | SOLE | 0 | 0 | 0 | 24,015 | ||
| WALMART INC | COM | 931142103 | 10,701,627 | 86,109 | SH | SOLE | 0 | 0 | 0 | 86,109 | ||
| WELLS FARGO & CO | COM | 949746101 | 210,011 | 2,638 | SH | SOLE | 0 | 0 | 0 | 2,638 | ||
| WW GRAINGER INC | COM | 384802104 | 8,680,666 | 7,958 | SH | SOLE | 0 | 0 | 0 | 7,958 | ||