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 |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | CAP STK CL A | 02079K305 | 5,827,954 | 48,688 | SH | SOLE | 48,688 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 261,300 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 8,662,619 | 44,660 | SH | SOLE | 44,660 | 0 | 0 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 4,943,891 | 65,430 | SH | SOLE | 65,430 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 1,521,662 | 95,402 | SH | SOLE | 95,402 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 219,790 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 4,279,836 | 135,395 | SH | SOLE | 135,395 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 8,749,766 | 10,087 | SH | SOLE | 10,087 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 4,464,577 | 18,145 | SH | SOLE | 18,145 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 408,746 | 7,900 | SH | SOLE | 7,900 | 0 | 0 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 292,752 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 5,999,537 | 57,905 | SH | SOLE | 57,905 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 204,584 | 380 | SH | SOLE | 380 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 3,790,715 | 25,810 | SH | SOLE | 25,810 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 3,634,142 | 40,705 | SH | SOLE | 40,705 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 4,326,666 | 21,515 | SH | SOLE | 21,515 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 3,431,598 | 29,986 | SH | SOLE | 29,986 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 205,239 | 4,990 | SH | SOLE | 4,990 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 846,631 | 7,894 | SH | SOLE | 7,894 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 257,568 | 1,039 | SH | SOLE | 1,039 | 0 | 0 | ||
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 4,064,031 | 50,025 | SH | SOLE | 50,025 | 0 | 0 | ||
GENERAL MLS INC | COM | 370334104 | 222,430 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 4,244,493 | 128,660 | SH | SOLE | 128,660 | 0 | 0 | ||
HERC HLDGS INC | COM | 42704L104 | 4,025,443 | 29,415 | SH | SOLE | 29,415 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 6,109,357 | 19,667 | SH | SOLE | 19,667 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 4,602,350 | 22,180 | SH | SOLE | 22,180 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 508,478 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 4,145,433 | 18,443 | SH | SOLE | 18,443 | 0 | 0 | ||
JACOBS SOLUTIONS INC | COM | 46982L108 | 3,528,417 | 29,678 | SH | SOLE | 29,678 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 299,426 | 1,809 | SH | SOLE | 1,809 | 0 | 0 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 237,463 | 1,720 | SH | SOLE | 1,720 | 0 | 0 | ||
LILLY ELI & CO | COM | 532457108 | 671,579 | 1,432 | SH | SOLE | 1,432 | 0 | 0 | ||
LINDE PLC | SHS | G54950103 | 6,983,291 | 18,325 | SH | SOLE | 18,325 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 3,915,072 | 8,504 | SH | SOLE | 8,504 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 2,226,080 | 96,702 | SH | SOLE | 96,702 | 0 | 0 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 490,701 | 2,609 | SH | SOLE | 2,609 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 589,134 | 1,730 | SH | SOLE | 1,730 | 0 | 0 | ||
NV5 GLOBAL INC | COM | 62945V109 | 3,171,345 | 28,630 | SH | SOLE | 28,630 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 208,909 | 565 | SH | SOLE | 565 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 5,688,106 | 30,710 | SH | SOLE | 30,710 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,040,633 | 6,858 | SH | SOLE | 6,858 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 5,654,027 | 28,781 | SH | SOLE | 28,781 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 4,225,994 | 43,140 | SH | SOLE | 43,140 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 6,611,847 | 134,606 | SH | SOLE | 134,606 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 3,548,168 | 62,600 | SH | SOLE | 62,600 | 0 | 0 | ||
SIMMONS 1ST NATL CORP | CL A $1 PAR | 828730200 | 1,090,131 | 63,196 | SH | SOLE | 63,196 | 0 | 0 | ||
STATE STR CORP | COM | 857477103 | 3,679,124 | 50,275 | SH | SOLE | 50,275 | 0 | 0 | ||
SYNOVUS FINL CORP | COM NEW | 87161C501 | 2,720,987 | 89,950 | SH | SOLE | 89,950 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 6,462,917 | 12,387 | SH | SOLE | 12,387 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 5,295,416 | 12,715 | SH | SOLE | 12,715 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 205,029 | 1,002 | SH | SOLE | 1,002 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 5,337,988 | 11,106 | SH | SOLE | 11,106 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 204,708 | 862 | SH | SOLE | 862 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 4,670,666 | 20,718 | SH | SOLE | 20,718 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 351,010 | 2,233 | SH | SOLE | 2,233 | 0 | 0 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 292,006 | 23,286 | SH | SOLE | 23,286 | 0 | 0 | ||
WILLIAMS COS INC | COM | 969457100 | 3,861,924 | 118,355 | SH | SOLE | 118,355 | 0 | 0 |