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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Labs COM 002824100 308 2,604 SH   SOLE   487 0 2,117
Accenture PLC COM g1151c101 1,264 3,747 SH   SOLE   810 0 2,937
Adobe Systems COM 00724F101 2,550 5,597 SH   SOLE   1,247 0 4,350
Advncd Micro Devices Inc COM 007903107 1,240 11,345 SH   SOLE   3,805 0 7,540
Airbnb COM 009066101 7,612 44,316 SH   SOLE   13,542 0 30,774
Alliant Energy Corp COM 018802108 1,432 22,915 SH   SOLE   5,505 0 17,410
Alphabet, Inc. Class A COM 02079K305 18,065 6,495 SH   SOLE   2,272 0 4,223
Alphabet, Inc. Class C COM 02079K107 1,640 587 SH   SOLE   99 0 488
Altria Group Inc COM 02209s103 2,674 51,172 SH   SOLE   27,687 0 23,485
Amazon.com COM 023135106 21,646 6,640 SH   SOLE   2,443 0 4,197
American Tower Corp COM 03027x100 6,740 26,830 SH   SOLE   10,150 0 16,680
Amgen COM 031162100 296 1,226 SH   SOLE   0 0 1,226
Analog Devices Inc. COM 032654105 300 1,814 SH   SOLE   403 0 1,411
Apple Computer COM 037833100 35,580 203,767 SH   SOLE   75,770 0 127,997
Archer Daniels Midld COM 039483102 8,294 91,888 SH   SOLE   35,845 0 56,043
Ares Capital Corp. COM 04010l103 1,017 48,543 SH   SOLE   8,810 0 39,733
Atlas Air Worldwide Hldgs COM 049164205 5,905 68,364 SH   SOLE   19,651 0 48,713
Avantor, Inc. COM 05352a100 7,433 219,788 SH   SOLE   90,332 0 129,456
BCE Inc. COM 05534b760 729 13,145 SH   SOLE   1,085 0 12,060
Bank of America COM 060505104 6,838 165,895 SH   SOLE   61,907 0 103,988
Bank of NY Mellon COM 064058100 2,853 57,490 SH   SOLE   29,129 0 28,361
Berkshire Hathaway CL B New COM 084670702 17,598 49,866 SH   SOLE   18,856 0 31,010
Bristol Myers COM 110122108 7,039 96,379 SH   SOLE   39,950 0 56,429
CF Industries Holdings COM 125269100 5,980 58,022 SH   SOLE   23,211 0 34,811
CVS Health Corp. COM 126650100 6,649 65,696 SH   SOLE   22,420 0 43,276
Camber Energy Inc. COM 13200M508 17 20,000 SH   SOLE   0 0 20,000
Chevron Corp COM 166764100 605 3,717 SH   SOLE   1,389 0 2,328
Coinbase Global, Inc. COM 19260q107 6,183 32,568 SH   SOLE   12,284 0 20,284
Confluent Inc. COM 20717m103 1,401 34,170 SH   SOLE   4,972 0 29,198
Consumer Staples SPDR COM 81369y308 3,155 41,568 SH   SOLE   8,942 0 32,626
Coterra Energy COM 127097103 5,097 189,004 SH   SOLE   78,240 0 110,764
Datadog, Inc. COM 23804l103 264 1,740 SH   SOLE   350 0 1,390
Deere & Co COM 244199105 7,808 18,794 SH   SOLE   8,157 0 10,637
DigitalBridge Group, Inc. COM 25401t108 4,608 639,996 SH   SOLE   198,292 0 441,704
EOG Resources, Inc. COM 26875p101 3,616 30,324 SH   SOLE   13,011 0 17,313
EQT Corp. COM 26884L109 9,168 266,423 SH   SOLE   124,271 0 142,152
Enbridge Inc. COM 29250N105 477 10,347 SH   SOLE   3,815 0 6,532
Energy Select Spdr COM 81369y506 12,987 169,896 SH   SOLE   31,108 0 138,788
Expedia Group Inc COM 30212P303 5,283 26,999 SH   SOLE   10,708 0 16,291
Exxon Mobil COM 30231g102 6,148 74,436 SH   SOLE   28,400 0 46,036
Fidelity MSCI Financials ETF COM 316092501 340 6,281 SH   SOLE   0 0 6,281
Fidelity MSCI Health Care ETF COM 316092600 444 6,769 SH   SOLE   0 0 6,769
Fidelity National Financial COM 31620r303 6,586 134,848 SH   SOLE   53,533 0 81,315
Fluor corp COM 343412102 5,858 204,184 SH   SOLE   82,509 0 121,675
Ford Motor Co COM 345370860 14,342 848,145 SH   SOLE   313,977 0 534,168
Fox Corp COM 35137L105 6,636 168,201 SH   SOLE   68,033 0 100,168
Freeport McMoRan COM 35671d857 6,709 134,873 SH   SOLE   54,500 0 80,373
GXO Logistics COM 36262g101 295 4,130 SH   SOLE   1,475 0 2,655
Generac Holdings, Inc. COM 368736104 1,336 4,493 SH   SOLE   2,065 0 2,428
Goldmining Inc, Com COM 38149E101 24 14,000 SH   SOLE   0 0 14,000
Green Energy Renewable COM 17277D101 0 10,000 SH   SOLE   0 0 10,000
Hallador Energy Company COM 40609P105 42 12,000 SH   SOLE   0 0 12,000
Henry Schein Inc. COM 806407102 5,313 60,934 SH   SOLE   20,425 0 40,509
Home Depot Inc. COM 437076102 5,119 17,102 SH   SOLE   6,708 0 10,394
Honeywell Inc. COM 438516106 728 3,743 SH   SOLE   887 0 2,856
IShares S&P Smallcap 600 COM 464287804 209 1,935 SH   SOLE   1,900 0 35
IShares U.S. Industrials ETF COM 464287754 2,445 23,188 SH   SOLE   2,940 0 20,248
Industrial Select Sector SPDR COM 81369y704 207 2,007 SH   SOLE   42 0 1,965
Intel Corp COM 458140100 5,237 105,661 SH   SOLE   40,576 0 65,085
Intercontinentalexchange COM 45866f104 5,094 38,556 SH   SOLE   22,505 0 16,051
Invesco S&P 500 Equal Weight E COM 46137v357 1,311 8,313 SH   SOLE   948 0 7,365
Ishares Dow Jones U.S. Healthc COM 464287762 1,239 4,292 SH   SOLE   603 0 3,689
JP Morgan Chase COM 46625H100 9,542 69,998 SH   SOLE   25,259 0 44,739
Johnson & Johnson COM 478160104 10,988 61,996 SH   SOLE   23,019 0 38,977
Live Nation Entertainment COM 538034109 5,030 42,756 SH   SOLE   17,600 0 25,156
Matador Resources Co. COM 576485205 214 4,035 SH   SOLE   0 0 4,035
Materials Select Sector SPDR COM 81369y100 2,822 32,009 SH   SOLE   4,177 0 27,832
McCormick & Co. COM 579780206 5,755 57,662 SH   SOLE   22,480 0 35,182
McDonalds Corp COM 580135101 629 2,544 SH   SOLE   1,289 0 1,255
Meta Platforms Inc. (formerly COM 30303m102 4,836 21,748 SH   SOLE   8,698 0 13,050
Microsoft COM 594918104 27,603 89,531 SH   SOLE   31,551 0 57,980
Mongodb, Inc. COM 60937p106 417 940 SH   SOLE   210 0 730
Morgan Stanley COM 617446448 6,169 70,586 SH   SOLE   24,047 0 46,539
Netflix COM 64110l106 4,860 12,974 SH   SOLE   5,048 0 7,926
Newmont Mining COM 651639106 326 4,100 SH   SOLE   0 0 4,100
Nextera Energy Inc. COM 65339f101 4,808 56,761 SH   SOLE   21,603 0 35,158
Nextera Energy Partners COM 65341b106 561 6,730 SH   SOLE   220 0 6,510
Nike Inc. Cl B COM 654106103 5,425 40,314 SH   SOLE   15,122 0 25,192
Norfolk & Southern Co COM 655844108 7,377 25,863 SH   SOLE   9,595 0 16,268
Northrop Grumman Corp. COM 666807102 11,366 25,415 SH   SOLE   9,848 0 15,567
Nucor Corp. COM 670346105 5,632 37,890 SH   SOLE   16,650 0 21,240
Occidental Petroleum COM 674599105 3,045 53,662 SH   SOLE   24,895 0 28,767
Old Dominion Freight Line, Inc COM 679580100 1,669 5,588 SH   SOLE   1,853 0 3,735
PBF Energy Inc. COM 69318G106 236 9,700 SH   SOLE   0 0 9,700
PNC Fin'l. Services Group COM 693475105 6,468 35,067 SH   SOLE   14,479 0 20,588
Paladin Energy Limited COM AU000PDN8 36 60,000 SH   SOLE   0 0 60,000
Pantheon Resources Plc. COM GB125SX82 39 25,000 SH   SOLE   0 0 25,000
Peabody Energy COM 704549104 446 18,200 SH   SOLE   0 0 18,200
Pepsico Inc. COM 713448108 711 4,250 SH   SOLE   1,746 0 2,504
Pfizer Inc. COM 717081103 238 4,604 SH   SOLE   147 0 4,457
Phillips 66 COM 718546104 7,182 83,129 SH   SOLE   37,248 0 45,881
Preformed Line Prods COM 740444104 209 3,300 SH   SOLE   0 0 3,300
Procter Gamble COM 742718109 7,230 47,314 SH   SOLE   20,232 0 27,082
Quest Diagnostics Inc. COM 74834l100 1,726 12,612 SH   SOLE   2,860 0 9,752
Real Estate Select Sector SPDR COM 81369y860 648 13,403 SH   SOLE   65 0 13,338
Repligen Corp. COM 759916109 2,380 12,655 SH   SOLE   3,190 0 9,465
Ring Energy, Inc. COM 76680v108 88 23,000 SH   SOLE   0 0 23,000
SPDR S&P 500 ETF Trust COM 78462f103 1,119 2,477 SH   SOLE   1,282 0 1,195
SPDR S&P Biotech ETF COM 78464a870 3,965 44,111 SH   SOLE   15,955 0 28,156
SPDR S&P Oil & Gas COM 78468R556 2,477 18,407 SH   SOLE   5,075 0 13,332
SPDR S&P Software & Services E COM 78464A599 241 1,638 SH   SOLE   678 0 960
Schlumberger Ltd COM 806857108 4,063 98,345 SH   SOLE   40,175 0 58,170
Schwab US Broad Market COM 808524102 14,983 280,633 SH   SOLE   20,575 0 260,058
Schwab US Div Eqty ETF COM 808524797 225 2,847 SH   SOLE   0 0 2,847
Schwab US Large Cap Growth ETF COM 808524300 1,420 18,976 SH   SOLE   2,768 0 16,208
Sector SPDR Fincl. Select COM 81369y605 2,212 57,736 SH   SOLE   6,580 0 51,156
Snowflake Inc. COM 833445109 4,253 18,562 SH   SOLE   8,291 0 10,271
Southern Company COM 842587107 3,289 45,360 SH   SOLE   20,300 0 25,060
Spdr S&P Mtl & Mining COM 78464a755 948 15,464 SH   SOLE   560 0 14,904
Starbucks COM 855244109 947 10,407 SH   SOLE   1,185 0 9,222
Target Corp COM 87612e106 3,362 15,843 SH   SOLE   3,115 0 12,728
Technology Select Sect SPDR COM 81369y803 261 1,640 SH   SOLE   45 0 1,595
Texas Instruments COM 882508104 7,007 38,187 SH   SOLE   13,663 0 24,524
The Mosaic Co. COM 61945c103 9,564 143,823 SH   SOLE   51,917 0 91,906
Toast Inc COM 888787108 3,351 154,194 SH   SOLE   51,971 0 102,223
Travelers Companies COM 89417e109 316 1,730 SH   SOLE   900 0 830
Tyson Foods, Inc. COM 902494103 5,702 63,622 SH   SOLE   25,055 0 38,567
US Bancorp COM 902973304 304 5,725 SH   SOLE   2,100 0 3,625
Union Pacific Corp. COM 907818108 528 1,933 SH   SOLE   231 0 1,702
United Health Group Inc. COM 91324p102 13,344 26,166 SH   SOLE   9,854 0 16,312
Unity Software, Inc. COM 91332u101 13,084 131,885 SH   SOLE   51,259 0 80,626
Uranium Energy Corp COM 916896103 60 13,000 SH   SOLE   0 0 13,000
Utilities Select Sector SPDR COM 81369y886 2,404 32,282 SH   SOLE   5,592 0 26,690
Vanguard Dividend Appreciation COM 921908844 539 3,326 SH   SOLE   545 0 2,781
Vanguard S&P 500 ETF COM 922908363 206 497 SH   SOLE   0 0 497
Vanguard Small Cap EFT COM 922908751 353 1,662 SH   SOLE   0 0 1,662
Vanguard Value Index Fd ETF COM 922908744 239 1,620 SH   SOLE   0 0 1,620
Verizon COM 92343v104 538 10,564 SH   SOLE   1,995 0 8,569
Visa, Inc. COM 92826C839 747 3,370 SH   SOLE   754 0 2,616
WEC Energy Group, Inc. COM 92939U106 325 3,255 SH   SOLE   2,195 0 1,060
Waste Management Inc. COM 94106l109 5,694 35,924 SH   SOLE   14,970 0 20,954
Wolfspeed, Inc. (formerly Cree COM 977852102 21,186 186,070 SH   SOLE   65,016 0 121,054
Zoetis Inc. COM 98978v103 6,768 35,889 SH   SOLE   15,098 0 20,791
iShares Core S&P 500 Index COM 464287200 1,444 3,184 SH   SOLE   0 0 3,184
iShares Core US Value COM 464287663 215 2,835 SH   SOLE   75 0 2,760
iShares DJ US Tech Sec COM 464287721 831 8,061 SH   SOLE   1,348 0 6,713
iShares MSCI EAFE COM 464287465 478 6,498 SH   SOLE   2,708 0 3,790
iShares Nasdaq Biotech Indx COM 464287556 285 2,190 SH   SOLE   335 0 1,855
iShares Russell 2000 COM 464287655 859 4,186 SH   SOLE   0 0 4,186
iShares S&P Growth Indx COM 464287309 208 2,720 SH   SOLE   2,121 0 599
iShares SP MidCap 400 COM 464287507 452 1,683 SH   SOLE   0 0 1,683
Bank of Am 4.25 Pref Stock Per PFD 06055h806 626 29,000 SH   SOLE   12,000 0 17,000
Charles Schwab 4.45 pfd Ser. J PFD 808513865 1,400 61,170 SH   SOLE   16,580 0 44,590
First Republic Bank 5.5 pfd PFD 336158803 1,320 51,900 SH   SOLE   12,800 0 39,100
JP Morgan Chase & Co. 4.75 Pfd PFD 48128B622 1,752 76,340 SH   SOLE   20,280 0 56,060
Wells Fargo 4.75 Pfd. Perpetua PFD 94988U151 633 28,550 SH   SOLE   8,600 0 19,950
Wells Fargo & Co 7.50 Cv Pfd S COM 949746804 265 200 SH   SOLE   200 0 0