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 |
ADOBE INC | COM | 00724F101 | 3,863,218 | 7,656 | SH | SOLE | 7,656 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,233,944 | 34,539 | SH | SOLE | 34,539 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 7,870,396 | 52,146 | SH | SOLE | 52,146 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 6,135,986 | 34,017 | SH | SOLE | 34,017 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 5,856,642 | 25,722 | SH | SOLE | 25,722 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 7,636,447 | 44,533 | SH | SOLE | 44,533 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 1,679,075 | 95,402 | SH | SOLE | 95,402 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 251,988 | 1,009 | SH | SOLE | 1,009 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 252,132 | 80 | SH | SOLE | 80 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 256,097 | 609 | SH | SOLE | 609 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 11,605,290 | 8,756 | SH | SOLE | 8,756 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 6,645,208 | 18,135 | SH | SOLE | 18,135 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 390,596 | 7,826 | SH | SOLE | 7,826 | 0 | 0 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 342,190 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 6,998,364 | 54,984 | SH | SOLE | 54,984 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 286,458 | 391 | SH | SOLE | 391 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 8,105,477 | 25,283 | SH | SOLE | 25,283 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 253,856 | 1,281 | SH | SOLE | 1,281 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 5,004,157 | 40,897 | SH | SOLE | 40,897 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 6,526,882 | 20,874 | SH | SOLE | 20,874 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 1,040,910 | 1,338 | SH | SOLE | 1,338 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,079,753 | 9,289 | SH | SOLE | 9,289 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 243,092 | 839 | SH | SOLE | 839 | 0 | 0 | ||
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 5,129,781 | 56,427 | SH | SOLE | 56,427 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 4,801,198 | 121,796 | SH | SOLE | 121,796 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 7,134,576 | 18,599 | SH | SOLE | 18,599 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 210,792 | 1,027 | SH | SOLE | 1,027 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 725,648 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 4,820,083 | 19,060 | SH | SOLE | 19,060 | 0 | 0 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 222,482 | 1,720 | SH | SOLE | 1,720 | 0 | 0 | ||
LINDE PLC | SHS | G54950103 | 8,079,168 | 17,400 | SH | SOLE | 17,400 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 4,175,252 | 9,179 | SH | SOLE | 9,179 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 256,335 | 9,045 | SH | SOLE | 9,045 | 0 | 0 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 5,004,078 | 24,294 | SH | SOLE | 24,294 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,733,833 | 9,830 | SH | SOLE | 9,830 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 5,354,503 | 12,727 | SH | SOLE | 12,727 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 207,520 | 528 | SH | SOLE | 528 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 4,598,586 | 48,838 | SH | SOLE | 48,838 | 0 | 0 | ||
NUCOR CORP | COM | 670346105 | 230,751 | 1,166 | SH | SOLE | 1,166 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 247,820 | 1,130 | SH | SOLE | 1,130 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 4,468,073 | 35,571 | SH | SOLE | 35,571 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 4,754,916 | 16,735 | SH | SOLE | 16,735 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 5,256,950 | 30,038 | SH | SOLE | 30,038 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 322,350 | 1,228 | SH | SOLE | 1,228 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,032,883 | 6,366 | SH | SOLE | 6,366 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 7,379,359 | 28,404 | SH | SOLE | 28,404 | 0 | 0 | ||
REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | 211,136 | 10,035 | SH | SOLE | 10,035 | 0 | 0 | ||
RTX CORPORATION | COM | 75513E101 | 3,348,888 | 34,337 | SH | SOLE | 34,337 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 4,068,578 | 9,563 | SH | SOLE | 9,563 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 6,853,607 | 125,043 | SH | SOLE | 125,043 | 0 | 0 | ||
SHATTUCK LABS INC | COM | 82024L103 | 178,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
SIMMONS 1ST NATL CORP | CL A $1 PAR | 828730200 | 499,110 | 25,648 | SH | SOLE | 25,648 | 0 | 0 | ||
STRYKER CORPORATION | COM | 863667101 | 5,293,613 | 14,792 | SH | SOLE | 14,792 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 7,075,069 | 12,173 | SH | SOLE | 12,173 | 0 | 0 | ||
TRUIST FINL CORP | COM | 89832Q109 | 200,318 | 5,139 | SH | SOLE | 5,139 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 5,743,160 | 13,513 | SH | SOLE | 13,513 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 5,705,375 | 11,533 | SH | SOLE | 11,533 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 221,310 | 793 | SH | SOLE | 793 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 5,733,503 | 21,008 | SH | SOLE | 21,008 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 246,757 | 4,101 | SH | SOLE | 4,101 | 0 | 0 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 203,287 | 23,286 | SH | SOLE | 23,286 | 0 | 0 |