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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,176,892 | 35,119 | SH | SOLE | 35,119 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 7,326,319 | 52,447 | SH | SOLE | 52,447 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 5,050,789 | 33,242 | SH | SOLE | 33,242 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 4,879,645 | 26,047 | SH | SOLE | 26,047 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 8,596,382 | 44,650 | SH | SOLE | 44,650 | 0 | 0 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 4,563,364 | 63,187 | SH | SOLE | 63,187 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 1,600,846 | 95,402 | SH | SOLE | 95,402 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 235,067 | 1,009 | SH | SOLE | 1,009 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 206,849 | 80 | SH | SOLE | 80 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 4,517,740 | 132,175 | SH | SOLE | 132,175 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 217,206 | 609 | SH | SOLE | 609 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 10,560,838 | 9,461 | SH | SOLE | 9,461 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 5,458,067 | 18,460 | SH | SOLE | 18,460 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 404,564 | 8,008 | SH | SOLE | 8,008 | 0 | 0 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 302,898 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 6,625,738 | 57,084 | SH | SOLE | 57,084 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 258,091 | 391 | SH | SOLE | 391 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 6,609,297 | 25,886 | SH | SOLE | 25,886 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 3,746,763 | 41,497 | SH | SOLE | 41,497 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 5,096,714 | 21,164 | SH | SOLE | 21,164 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 779,947 | 1,338 | SH | SOLE | 1,338 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 200,454 | 1,657 | SH | SOLE | 1,657 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 928,714 | 9,289 | SH | SOLE | 9,289 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 218,566 | 864 | SH | SOLE | 864 | 0 | 0 | ||
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 4,316,416 | 55,825 | SH | SOLE | 55,825 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 4,523,846 | 125,141 | SH | SOLE | 125,141 | 0 | 0 | ||
HERSHEY CO | COM | 427866108 | 4,172,527 | 22,380 | SH | SOLE | 22,380 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 6,626,034 | 19,120 | SH | SOLE | 19,120 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 231,099 | 1,102 | SH | SOLE | 1,102 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 621,490 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 4,395,062 | 18,995 | SH | SOLE | 18,995 | 0 | 0 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 208,997 | 1,720 | SH | SOLE | 1,720 | 0 | 0 | ||
LINDE PLC | SHS | G54950103 | 7,223,977 | 17,589 | SH | SOLE | 17,589 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 4,169,355 | 9,199 | SH | SOLE | 9,199 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 2,348,907 | 97,223 | SH | SOLE | 97,223 | 0 | 0 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 494,327 | 2,609 | SH | SOLE | 2,609 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,209,654 | 9,870 | SH | SOLE | 9,870 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 4,760,290 | 12,659 | SH | SOLE | 12,659 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 206,216 | 528 | SH | SOLE | 528 | 0 | 0 | ||
NUCOR CORP | COM | 670346105 | 202,931 | 1,166 | SH | SOLE | 1,166 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 229,011 | 565 | SH | SOLE | 565 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 3,618,463 | 34,321 | SH | SOLE | 34,321 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 4,799,172 | 16,275 | SH | SOLE | 16,275 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 5,273,190 | 31,048 | SH | SOLE | 31,048 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 932,874 | 6,366 | SH | SOLE | 6,366 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 6,106,275 | 28,296 | SH | SOLE | 28,296 | 0 | 0 | ||
REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | 194,478 | 10,035 | SH | SOLE | 10,035 | 0 | 0 | ||
RTX CORPORATION | COM | 75513E101 | 2,923,612 | 34,747 | SH | SOLE | 34,747 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 4,223,706 | 9,588 | SH | SOLE | 9,588 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 6,637,076 | 127,538 | SH | SOLE | 127,538 | 0 | 0 | ||
SHATTUCK LABS INC | COM | 82024L103 | 142,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
SIMMONS 1ST NATL CORP | CL A $1 PAR | 828730200 | 752,492 | 37,928 | SH | SOLE | 37,928 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 89,735 | 13,700 | SH | SOLE | 13,700 | 0 | 0 | ||
STRYKER CORPORATION | COM | 863667101 | 4,495,494 | 15,012 | SH | SOLE | 15,012 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 6,418,842 | 12,093 | SH | SOLE | 12,093 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 5,581,901 | 13,350 | SH | SOLE | 13,350 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 237,023 | 965 | SH | SOLE | 965 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 5,939,633 | 11,282 | SH | SOLE | 11,282 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 206,458 | 793 | SH | SOLE | 793 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 4,847,344 | 21,353 | SH | SOLE | 21,353 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 215,508 | 1,367 | SH | SOLE | 1,367 | 0 | 0 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 264,995 | 23,286 | SH | SOLE | 23,286 | 0 | 0 |