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
TOTALENERGIES SE ACT F92124100   4,000,433 61,150 SH   SOLE   0 0 61,150
NXP SEMICONDUCTORS N V COM N6596X109   1,976,766 9,107 SH   SOLE   0 0 9,107
ABBVIE INC COM 00287Y109   257,509 1,127 SH   SOLE   0 0 1,127
ALBEMARLE CORP COM 012653101   553,031 3,910 SH   SOLE   0 0 3,910
ALBEMARLE CORP 7.25% DEP SHS A 012653200   2,470,921 41,605 SH   SOLE   0 0 41,605
ALTRIA GROUP INC COM 02209S103   203,713 3,533 SH   SOLE   0 0 3,533
APPLE INC COM 037833100   939,277 3,455 SH   SOLE   0 0 3,455
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,829,188 7,618 SH   SOLE   0 0 7,618
BORGWARNER INC COM 099724106   4,582,062 101,688 SH   SOLE   0 0 101,688
CATERPILLAR INC COM 149123101   432,517 755 SH   SOLE   0 0 755
CISCO SYS INC COM 17275R102   241,181 3,131 SH   SOLE   0 0 3,131
CLEARFIELD INC COM 18482P103   1,454,935 49,912 SH   SOLE   0 0 49,912
COCA COLA CO COM 191216100   218,469 3,125 SH   SOLE   0 0 3,125
COMMUNITY FINANCIAL SYSTEM I COM 203607106   271,002 4,718 SH   SOLE   0 0 4,718
CORNING INC COM 219350105   321,083 3,667 SH   SOLE   0 0 3,667
EQUINOR ASA SPONSORED ADR 29446M102   4,007,270 169,584 SH   SOLE   0 0 169,584
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   6,538,445 677,559 SH   SOLE   0 0 677,559
EXXON MOBIL CORP COM 30231G102   1,313,391 10,914 SH   SOLE   0 0 10,914
GE VERNOVA INC COM 36828A101   246,396 377 SH   SOLE   0 0 377
GE AEROSPACE COM NEW 369604301   529,196 1,718 SH   SOLE   0 0 1,718
WW GRAINGER INC COM 384802104   630,657 625 SH   SOLE   0 0 625
INTERNATIONAL BUSINESS MACHS COM 459200101   1,234,604 4,168 SH   SOLE   0 0 4,168
ISHARES TR CORE S&P MCP ETF 464287507   354,750 5,375 SH   SOLE   0 0 5,375
ISHARES TR CORE S&P SCP ETF 464287804   296,244 2,465 SH   SOLE   0 0 2,465
ISHARES TR DEVSMCP EXNA ETF 464288497   839,862 12,253 SH   SOLE   0 0 12,253
JPMORGAN CHASE & CO. COM 46625H100   757,540 2,351 SH   SOLE   0 0 2,351
MICROSOFT CORP COM 594918104   2,130,347 4,405 SH   SOLE   0 0 4,405
NEWMONT CORP COM 651639106   7,811,066 78,228 SH   SOLE   0 0 78,228
PEPSICO INC COM 713448108   288,476 2,010 SH   SOLE   0 0 2,010
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   1,560,006 131,646 SH   SOLE   0 0 131,646
PFIZER INC COM 717081103   227,761 9,147 SH   SOLE   0 0 9,147
PHILIP MORRIS INTL INC COM 718172109   375,978 2,344 SH   SOLE   0 0 2,344
QUALCOMM INC COM 747525103   2,565,922 15,001 SH   SOLE   0 0 15,001
REGENERON PHARMACEUTICALS COM 75886F107   231,561 300 SH   SOLE   0 0 300
SHELL PLC SPON ADS 780259305   4,360,451 59,342 SH   SOLE   0 0 59,342
SPDR S&P 500 ETF TR TR UNIT 78462F103   227,762 334 SH   SOLE   0 0 334
SPX TECHNOLOGIES INC COM 78473E103   224,068 1,120 SH   SOLE   0 0 1,120
SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY INTERST 82889N855   5,466,241 114,046 SH   SOLE   0 0 114,046
SKYWORKS SOLUTIONS INC COM 83088M102   1,165,920 18,387 SH   SOLE   0 0 18,387
STERLING INFRASTRUCTURE INC COM 859241101   306,230 1,000 SH   SOLE   0 0 1,000
TELEFONICA S A SPONSORED ADR 879382208   1,906,574 470,759 SH   SOLE   0 0 470,759
TEREX CORP NEW COM 880779103   2,565,817 48,067 SH   SOLE   0 0 48,067
TEXAS INSTRS INC COM 882508104   208,188 1,200 SH   SOLE   0 0 1,200
THERMO FISHER SCIENTIFIC INC COM 883556102   376,643 650 SH   SOLE   0 0 650
UNION PAC CORP COM 907818108   684,708 2,960 SH   SOLE   0 0 2,960
VANECK ETF TRUST GOLD MINERS ETF 92189F106   4,961,366 57,845 SH   SOLE   0 0 57,845
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   13,825,747 235,412 SH   SOLE   0 0 235,412
VERIZON COMMUNICATIONS INC COM 92343V104   4,091,940 100,465 SH   SOLE   0 0 100,465
VERMILION ENERGY INC COM 923725105   2,181,603 261,583 SH   SOLE   0 0 261,583