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 | 3,571,144 | 34,732 | SH | SOLE | 34,732 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 6,837,564 | 52,251 | SH | SOLE | 52,251 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 4,171,443 | 32,815 | SH | SOLE | 32,815 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 223,785 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 7,867,540 | 45,953 | SH | SOLE | 45,953 | 0 | 0 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 4,938,651 | 65,482 | SH | SOLE | 65,482 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 1,432,938 | 95,402 | SH | SOLE | 95,402 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 240,580 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 218,439 | 86 | SH | SOLE | 86 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 4,805,285 | 136,050 | SH | SOLE | 136,050 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 213,187 | 607 | SH | SOLE | 607 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 8,438,690 | 10,160 | SH | SOLE | 10,160 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 5,072,339 | 18,580 | SH | SOLE | 18,580 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 434,488 | 8,082 | SH | SOLE | 8,082 | 0 | 0 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 270,218 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 6,907,667 | 57,660 | SH | SOLE | 57,660 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 214,685 | 380 | SH | SOLE | 380 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 4,470,440 | 26,708 | SH | SOLE | 26,708 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 3,294,439 | 40,647 | SH | SOLE | 40,647 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 4,567,391 | 21,415 | SH | SOLE | 21,415 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 742,314 | 1,382 | SH | SOLE | 1,382 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 3,851,517 | 30,384 | SH | SOLE | 30,384 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 202,494 | 4,990 | SH | SOLE | 4,990 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,015,656 | 8,638 | SH | SOLE | 8,638 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 228,891 | 864 | SH | SOLE | 864 | 0 | 0 | ||
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 3,739,364 | 54,958 | SH | SOLE | 54,958 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 5,203,601 | 128,484 | SH | SOLE | 128,484 | 0 | 0 | ||
HERC HLDGS INC | COM | 42704L104 | 3,507,540 | 29,490 | SH | SOLE | 29,490 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 5,961,011 | 19,728 | SH | SOLE | 19,728 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 200,441 | 1,085 | SH | SOLE | 1,085 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 533,140 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 3,797,274 | 19,300 | SH | SOLE | 19,300 | 0 | 0 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 207,862 | 1,720 | SH | SOLE | 1,720 | 0 | 0 | ||
LINDE PLC | SHS | G54950103 | 6,829,642 | 18,342 | SH | SOLE | 18,342 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 3,661,419 | 8,953 | SH | SOLE | 8,953 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 2,726,573 | 101,928 | SH | SOLE | 101,928 | 0 | 0 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 496,493 | 2,609 | SH | SOLE | 2,609 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 546,247 | 1,730 | SH | SOLE | 1,730 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 231,164 | 565 | SH | SOLE | 565 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 3,565,797 | 33,665 | SH | SOLE | 33,665 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 5,153,177 | 30,413 | SH | SOLE | 30,413 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 963,114 | 6,603 | SH | SOLE | 6,603 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 5,321,579 | 28,447 | SH | SOLE | 28,447 | 0 | 0 | ||
REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | 172,602 | 10,035 | SH | SOLE | 10,035 | 0 | 0 | ||
RTX CORPORATION | COM | 75513E101 | 3,175,675 | 44,125 | SH | SOLE | 44,125 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 3,482,357 | 9,530 | SH | SOLE | 9,530 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 7,586,636 | 130,131 | SH | SOLE | 130,131 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 3,504,541 | 63,835 | SH | SOLE | 63,835 | 0 | 0 | ||
SIMMONS 1ST NATL CORP | CL A $1 PAR | 828730200 | 686,592 | 40,483 | SH | SOLE | 40,483 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 88,365 | 13,700 | SH | SOLE | 13,700 | 0 | 0 | ||
STRYKER CORPORATION | COM | 863667101 | 3,798,453 | 13,900 | SH | SOLE | 13,900 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 6,157,050 | 12,164 | SH | SOLE | 12,164 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 5,098,978 | 13,205 | SH | SOLE | 13,205 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 204,037 | 1,002 | SH | SOLE | 1,002 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 5,693,312 | 11,292 | SH | SOLE | 11,292 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 201,259 | 875 | SH | SOLE | 875 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 4,362,217 | 21,593 | SH | SOLE | 21,593 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 212,632 | 1,333 | SH | SOLE | 1,333 | 0 | 0 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 252,886 | 23,286 | SH | SOLE | 23,286 | 0 | 0 |