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
Estimated average burden
hours per response: 23.8
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
ADOBE INC COM 00724F101   1,677,061 3,289 SH   SOLE   0 0 3,289
AES CORP COM 00130H105   506,373 33,314 SH   SOLE   0 0 33,314
ALPHABET INC CAP STK CL C 02079K107   7,035,780 53,362 SH   SOLE   0 0 53,362
ALPHABET INC CAP STK CL A 02079K305   9,325,738 71,265 SH   SOLE   0 0 71,265
AMAZON COM INC COM 023135106   15,016,304 118,127 SH   SOLE   0 0 118,127
ANALOG DEVICES INC COM 032654105   11,627,202 66,407 SH   SOLE   0 0 66,407
APPLE INC COM 037833100   682,785 3,988 SH   SOLE   0 0 3,988
APPLIED MATLS INC COM 038222105   3,241,530 23,413 SH   SOLE   0 0 23,413
ARBOR REALTY TRUST INC COM 038923108   5,009,400 330,000 SH Put SOLE   0 0 0
AUTODESK INC COM 052769106   3,579,957 17,302 SH   SOLE   0 0 17,302
BANK AMERICA CORP 7.25%CNV PFD L 060505682   11,817,345 10,630 SH   SOLE   0 0 10,630
BANK AMERICA CORP COM 060505104   5,792,924 211,575 SH   SOLE   0 0 211,575
BECTON DICKINSON & CO COM 075887109   6,654,821 25,741 SH   SOLE   0 0 25,741
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   11,096,453 31,677 SH   SOLE   0 0 31,677
CANADIAN PACIFIC KANSAS CITY COM 13646K108   537,091 7,218 SH   SOLE   0 0 7,218
DANAHER CORPORATION COM 235851102   7,367,826 29,697 SH   SOLE   0 0 29,697
DBX ETF TR XTRACK HRVST CSI 233051879   314,981 12,110 SH   SOLE   0 0 12,110
DIAGEO PLC SPON ADR NEW 25243Q205   3,075,793 20,618 SH   SOLE   0 0 20,618
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   429,396 3,934 SH   SOLE   0 0 3,934
HOME DEPOT INC COM 437076102   481,039 1,592 SH   SOLE   0 0 1,592
HONEYWELL INTL INC COM 438516106   12,143,330 65,732 SH   SOLE   0 0 65,732
HOWARD HUGHES HOLDINGS INC COM 44267T102   333,585 4,500 SH   SOLE   0 0 4,500
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,918,884 44,709 SH   SOLE   0 0 44,709
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431   702,548 7,700 SH   SOLE   0 0 7,700
ISHARES TR U.S. MED DVC ETF 464288810   485,776 10,016 SH   SOLE   0 0 10,016
LAM RESEARCH CORP COM 512807108   972,120 1,551 SH   SOLE   0 0 1,551
LINDE PLC SHS G54950103   2,602,727 6,990 SH   SOLE   0 0 6,990
META PLATFORMS INC CL A 30303M102   782,047 2,605 SH   SOLE   0 0 2,605
MICROSOFT CORP COM 594918104   16,381,110 51,880 SH   SOLE   0 0 51,880
NORTHROP GRUMMAN CORP COM 666807102   676,572 1,537 SH   SOLE   0 0 1,537
PHILIP MORRIS INTL INC COM 718172109   7,307,710 78,934 SH   SOLE   0 0 78,934
PIMCO ENERGY & TACTICAL CR O COM SHS BEN INT 69346N107   296,875 14,971 SH   SOLE   0 0 14,971
REGENERON PHARMACEUTICALS COM 75886F107   302,026 367 SH   SOLE   0 0 367
RTX CORPORATION COM 75513E101   8,750,832 121,590 SH   SOLE   0 0 121,590
S&P GLOBAL INC COM 78409V104   8,244,746 22,563 SH   SOLE   0 0 22,563
SPROTT PHYSICAL GOLD TR UNIT 85207H104   2,038,781 142,373 SH   SOLE   0 0 142,373
STRYKER CORPORATION COM 863667101   1,024,216 3,748 SH   SOLE   0 0 3,748
SUPER GROUP SGHC LIMITED ORD SHS G8588X103   167,360 45,355 SH   SOLE   0 0 45,355
TECK RESOURCES LTD CL B 878742204   417,973 9,700 SH   SOLE   0 0 9,700
TELEDYNE TECHNOLOGIES INC COM 879360105   2,283,962 5,590 SH   SOLE   0 0 5,590
TEXAS INSTRS INC COM 882508104   5,932,345 37,308 SH   SOLE   0 0 37,308
THERMO FISHER SCIENTIFIC INC COM 883556102   10,467,089 20,679 SH   SOLE   0 0 20,679
UNION PAC CORP COM 907818108   1,514,804 7,439 SH   SOLE   0 0 7,439
VANECK ETF TRUST GOLD MINERS ETF 92189F106   200,480 7,450 SH   SOLE   0 0 7,450
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   775,085 10,220 SH   SOLE   0 0 10,220
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   492,765 9,500 SH   SOLE   0 0 9,500
VERALTO CORP COM SHS 92338C103   206,496 2,442 SH   SOLE   0 0 2,442
VISA INC COM CL A 92826C839   5,360,613 23,306 SH   SOLE   0 0 23,306
WELLS FARGO CO NEW PERP PFD CNV A 949746804   5,968,848 5,350 SH   SOLE   0 0 5,350
WILLIAMS COS INC COM 969457100   5,016,441 148,900 SH   SOLE   0 0 148,900