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
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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
AIR PRODS & CHEMS INC COM 009158106   1,212,855 4,049 SH   SOLE   0 0 4,049
ALLSTATE CORP COM 020002101   213,008 1,953 SH   SOLE   0 0 1,953
ALPHABET INC CAP STK CL C 02079K107   473,204 3,912 SH   SOLE   0 0 3,912
ALPHABET INC CAP STK CL A 02079K305   317,444 2,652 SH   SOLE   0 0 2,652
AMAZON COM INC COM 023135106   6,943,839 53,297 SH   SOLE   0 0 53,297
AMERICAN EXPRESS CO COM 025816109   278,504 1,599 SH   SOLE   0 0 1,599
APPLE INC COM 037833100   16,777,837 86,521 SH   SOLE   0 0 86,521
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,411,521 15,877 SH   SOLE   0 0 15,877
BROADCOM INC COM 11135F101   6,036,468 6,960 SH   SOLE   0 0 6,960
CANADIAN NAT RES LTD COM 136385101   4,537,742 80,676 SH   SOLE   0 0 80,676
CELANESE CORP DEL COM 150870103   2,103,815 18,177 SH   SOLE   0 0 18,177
CHUBB LIMITED COM H1467J104   1,071,716 5,566 SH   SOLE   0 0 5,566
CISCO SYS INC COM 17275R102   1,267,673 24,501 SH   SOLE   0 0 24,501
CME GROUP INC COM 12572Q105   1,110,005 5,991 SH   SOLE   0 0 5,991
COMCAST CORP NEW CL A 20030N101   1,223,408 29,444 SH   SOLE   0 0 29,444
COMFORT SYS USA INC COM 199908104   2,621,799 15,959 SH   SOLE   0 0 15,959
CONOCOPHILLIPS COM 20825C104   2,535,497 24,477 SH   SOLE   0 0 24,477
COSTCO WHSL CORP NEW COM 22160K105   5,811,937 10,800 SH   SOLE   0 0 10,800
CROWN CASTLE INC COM 22822V101   777,034 6,820 SH   SOLE   0 0 6,820
DARDEN RESTAURANTS INC COM 237194105   1,196,246 7,160 SH   SOLE   0 0 7,160
DEVON ENERGY CORP NEW COM 25179M103   976,324 20,197 SH   SOLE   0 0 20,197
DOLLAR GEN CORP NEW COM 256677105   2,143,797 12,640 SH   SOLE   0 0 12,640
EATON CORP PLC SHS G29183103   1,485,031 7,385 SH   SOLE   0 0 7,385
EDWARDS LIFESCIENCES CORP COM 28176E108   323,646 3,431 SH   SOLE   0 0 3,431
FIRST HORIZON CORPORATION COM 320517105   645,197 57,249 SH   SOLE   0 0 57,249
FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 33734X838   164,918 13,120 SH   SOLE   0 0 13,120
FISERV INC COM 337738108   299,102 2,371 SH   SOLE   0 0 2,371
GARMIN LTD SHS H2906T109   1,079,113 10,347 SH   SOLE   0 0 10,347
HALLIBURTON CO COM 406216101   260,341 7,892 SH   SOLE   0 0 7,892
HOME DEPOT INC COM 437076102   3,637,222 11,712 SH   SOLE   0 0 11,712
INTEL CORP COM 458140100   3,354,649 100,399 SH   SOLE   0 0 100,399
INTERCONTINENTAL EXCHANGE IN COM 45866F104   324,575 2,870 SH   SOLE   0 0 2,870
IQVIA HLDGS INC COM 46266C105   271,522 1,208 SH   SOLE   0 0 1,208
ISHARES INC CORE MSCI EMKT 46434G103   831,327 16,866 SH   SOLE   0 0 16,866
ISHARES TR CORE MSCI EAFE 46432F842   1,147,503 17,000 SH   SOLE   0 0 17,000
ISHARES TR CORE S&P MCP ETF 464287507   508,525 1,945 SH   SOLE   0 0 1,945
ISHARES TR CORE 1 5 YR USD 46432F859   231,673 4,967 SH   SOLE   0 0 4,967
ISHARES TR CORE US AGGBD ET 464287226   494,514 5,049 SH   SOLE   0 0 5,049
ISHARES TR U.S. MED DVC ETF 464288810   212,628 3,766 SH   SOLE   0 0 3,766
ISHARES TR CORE S&P SCP ETF 464287804   372,203 3,735 SH   SOLE   0 0 3,735
JOHNSON & JOHNSON COM 478160104   3,693,377 22,319 SH   SOLE   0 0 22,319
JOHNSON CTLS INTL PLC SHS G51502105   1,142,640 16,769 SH   SOLE   0 0 16,769
JPMORGAN CHASE & CO COM 46625H100   6,373,218 43,836 SH   SOLE   0 0 43,836
L3HARRIS TECHNOLOGIES INC COM 502431109   2,622,479 13,397 SH   SOLE   0 0 13,397
LULULEMON ATHLETICA INC COM 550021109   2,898,443 7,663 SH   SOLE   0 0 7,663
MARATHON OIL CORP COM 565849106   1,099,937 47,782 SH   SOLE   0 0 47,782
MARATHON PETE CORP COM 56585A102   1,246,796 10,693 SH   SOLE   0 0 10,693
MCGRATH RENTCORP COM 580589109   1,975,682 21,363 SH   SOLE   0 0 21,363
MEDTRONIC PLC SHS G5960L103   1,069,592 12,141 SH   SOLE   0 0 12,141
MERCK & CO INC COM 58933Y105   1,231,733 10,675 SH   SOLE   0 0 10,675
META PLATFORMS INC CL A 30303M102   269,474 939 SH   SOLE   0 0 939
MICROSOFT CORP COM 594918104   4,180,971 12,277 SH   SOLE   0 0 12,277
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,192,861 4,067 SH   SOLE   0 0 4,067
NETFLIX INC COM 64110L106   350,190 795 SH   SOLE   0 0 795
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   880,354 15,013 SH   SOLE   0 0 15,013
NOVO-NORDISK A S ADR 670100205   3,115,064 19,282 SH   SOLE   0 0 19,282
NVIDIA CORPORATION COM 67066G104   8,020,291 18,981 SH   SOLE   0 0 18,981
NXP SEMICONDUCTORS N V COM N6596X109   295,688 1,445 SH   SOLE   0 0 1,445
OCCIDENTAL PETE CORP COM 674599105   1,836,059 31,231 SH   SOLE   0 0 31,231
OLD DOMINION FREIGHT LINE IN COM 679580100   2,418,405 6,535 SH   SOLE   0 0 6,535
PIONEER NAT RES CO COM 723787107   2,392,965 11,553 SH   SOLE   0 0 11,553
RAYMOND JAMES FINL INC COM 754730109   6,551,918 63,139 SH   SOLE   0 0 63,139
SALESFORCE INC COM 79466L302   402,239 1,904 SH   SOLE   0 0 1,904
SCHWAB CHARLES CORP COM 808513105   252,159 4,413 SH   SOLE   0 0 4,413
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,182,823 51,548 SH   SOLE   0 0 51,548
SKYWORKS SOLUTIONS INC COM 83088M102   1,948,711 17,616 SH   SOLE   0 0 17,616
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,227,491 5,025 SH   SOLE   0 0 5,025
SPDR SER TR PRTFLO S&P500 HI 78468R788   1,492,540 40,252 SH   SOLE   0 0 40,252
STARBUCKS CORP COM 855244109   2,654,571 26,803 SH   SOLE   0 0 26,803
STERIS PLC SHS USD G8473T100   279,923 1,244 SH   SOLE   0 0 1,244
STRYKER CORPORATION COM 863667101   3,455,038 11,331 SH   SOLE   0 0 11,331
SYNCHRONY FINANCIAL COM 87165B103   233,959 6,897 SH   SOLE   0 0 6,897
TAPESTRY INC COM 876030107   1,251,837 29,249 SH   SOLE   0 0 29,249
TESLA INC COM 88160R101   13,055,958 49,898 SH   SOLE   0 0 49,898
THERMO FISHER SCIENTIFIC INC COM 883556102   3,133,414 6,010 SH   SOLE   0 0 6,010
TJX COS INC NEW COM 872540109   303,573 3,580 SH   SOLE   0 0 3,580
TRACTOR SUPPLY CO COM 892356106   1,142,073 5,165 SH   SOLE   0 0 5,165
TRANE TECHNOLOGIES PLC SHS G8994E103   289,002 1,511 SH   SOLE   0 0 1,511
ULTA BEAUTY INC COM 90384S303   2,495,603 5,307 SH   SOLE   0 0 5,307
UNION PAC CORP COM 907818108   3,405,999 16,645 SH   SOLE   0 0 16,645
UNITEDHEALTH GROUP INC COM 91324P102   407,005 847 SH   SOLE   0 0 847
VANGUARD INDEX FDS VALUE ETF 922908744   2,640,198 18,580 SH   SOLE   0 0 18,580
VANGUARD INDEX FDS GROWTH ETF 922908736   14,022,997 49,558 SH   SOLE   0 0 49,558
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,924,238 4,725 SH   SOLE   0 0 4,725
VERIZON COMMUNICATIONS INC COM 92343V104   1,009,488 27,144 SH   SOLE   0 0 27,144
VISA INC COM CL A 92826C839   4,446,787 18,734 SH   SOLE   0 0 18,734
WALMART INC COM 931142103   1,269,804 8,079 SH   SOLE   0 0 8,079
ZIONS BANCORPORATION N A COM 989701107   2,196,169 81,697 SH   SOLE   0 0 81,697
ZOETIS INC CL A 98978V103   2,617,733 15,202 SH   SOLE   0 0 15,202