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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 BBG001S5T7X2 1,713,340 18,301 SH   SOLE   18,301 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2,429,976 16,302 SH   SOLE   16,302 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 966,782 3,148 SH   SOLE   3,148 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 11,766,277 89,915 SH   SOLE   89,915 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,274,990 9,670 SH   SOLE   9,670 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 10,068,667 79,206 SH   SOLE   79,206 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 272,700 4,500 SH   SOLE   4,500 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 7,193,361 26,765 SH   SOLE   26,765 0 0
APPLE INC COM 037833100 BBG001S5N8V8 28,963,557 169,170 SH   SOLE   169,170 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 2,428,734 161,700 SH   SOLE   161,700 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,326,381 48,443 SH   SOLE   48,443 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 14,657,253 41,842 SH   SOLE   41,842 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 473,231 732 SH   SOLE   732 0 0
BORGWARNER INC COM 099724106 BBG001S7F4D2 223,367 5,533 SH   SOLE   5,533 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 322,555 6,109 SH   SOLE   6,109 0 0
BOYD GAMING CORP COM 103304101 BBG001S7DMW3 376,538 6,190 SH   SOLE   6,190 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,526,336 26,298 SH   SOLE   26,298 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,005,400 1,210 SH   SOLE   1,210 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 1,548,716 37,700 SH   SOLE   37,700 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 1,024,203 11,797 SH   SOLE   11,797 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 2,558,556 9,372 SH   SOLE   9,372 0 0
CDW CORP COM 12514G108 BBG001V18TB6 608,508 3,016 SH   SOLE   3,016 0 0
CENCORA INC COM 03073E105 BBG001S8X7P0 1,032,128 5,735 SH   SOLE   5,735 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 18,439,777 109,357 SH   SOLE   109,357 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 8,587,622 159,740 SH   SOLE   159,740 0 0
CME GROUP INC COM 12572Q105 BBG001S86547 653,118 3,262 SH   SOLE   3,262 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 248,551 4,440 SH   SOLE   4,440 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 363,278 8,193 SH   SOLE   8,193 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 251,330 1,000 SH   SOLE   1,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 6,377,268 11,288 SH   SOLE   11,288 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 521,555 7,470 SH   SOLE   7,470 0 0
DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 819,087 9,455 SH   SOLE   9,455 0 0
DOW INC COM 260557103 BBG00BN96931 3,563,054 69,105 SH   SOLE   69,105 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 3,290,911 44,120 SH   SOLE   44,120 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 941,378 2,162 SH   SOLE   2,162 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 210,329 2,178 SH   SOLE   2,178 0 0
EXTRA SPACE STORAGE INC COM 30225T102 BBG001SLSXK5 472,703 3,888 SH   SOLE   3,888 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 9,986,657 84,935 SH   SOLE   84,935 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,128,559 4,260 SH   SOLE   4,260 0 0
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 812,811 4,942 SH   SOLE   4,942 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 492,833 11,933 SH   SOLE   11,933 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 997,714 9,025 SH   SOLE   9,025 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 452,998 1,400 SH   SOLE   1,400 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 3,582,711 11,857 SH   SOLE   11,857 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 415,480 2,249 SH   SOLE   2,249 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 973,040 2,000 SH   SOLE   2,000 0 0
IDACORP INC COM 451107106 BBG001S5S4M2 955,230 10,200 SH   SOLE   10,200 0 0
INTEL CORP COM 458140100 BBG001S5SF65 4,753,924 133,725 SH   SOLE   133,725 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 7,632,062 49,002 SH   SOLE   49,002 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 9,777,538 67,422 SH   SOLE   67,422 0 0
JUNIPER NETWORKS INC COM 48203R104 BBG001SCTT05 774,507 27,870 SH   SOLE   27,870 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 691,327 1,103 SH   SOLE   1,103 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 2,016,335 5,415 SH   SOLE   5,415 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 1,594,944 3,900 SH   SOLE   3,900 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 2,047,848 9,853 SH   SOLE   9,853 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 2,525,108 16,685 SH   SOLE   16,685 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 646,259 3,396 SH   SOLE   3,396 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,025,427 2,590 SH   SOLE   2,590 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 933,942 3,545 SH   SOLE   3,545 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 775,921 9,902 SH   SOLE   9,902 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 6,580,873 63,923 SH   SOLE   63,923 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 23,529,374 74,519 SH   SOLE   74,519 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 737,930 10,633 SH   SOLE   10,633 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 795,221 9,737 SH   SOLE   9,737 0 0
MSCI INC COM 55354G100 BBG001SV8B05 949,198 1,850 SH   SOLE   1,850 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 2,557,864 69,225 SH   SOLE   69,225 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 581,365 4,055 SH   SOLE   4,055 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1,977,937 34,525 SH   SOLE   34,525 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,360,214 3,127 SH   SOLE   3,127 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 633,746 3,170 SH   SOLE   3,170 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 894,046 14,095 SH   SOLE   14,095 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 457,998 4,324 SH   SOLE   4,324 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG001S6L063 560,183 43,425 SH   SOLE   43,425 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 330,299 5,650 SH   SOLE   5,650 0 0
PEPSICO INC COM 713448108 BBG001S695T1 1,039,684 6,136 SH   SOLE   6,136 0 0
PFIZER INC COM 717081103 BBG001S5V466 5,519,322 166,395 SH   SOLE   166,395 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 450,679 4,868 SH   SOLE   4,868 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 8,499,408 58,271 SH   SOLE   58,271 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 874,598 7,875 SH   SOLE   7,875 0 0
REALTY INCOME CORP COM 756109104 BBG001S884K0 485,367 9,719 SH   SOLE   9,719 0 0
RYDER SYS INC COM 783549108 BBG001S5VK15 1,190,888 11,135 SH   SOLE   11,135 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 BBG00FWP4JX3 392,665 6,500 SH   SOLE   6,500 0 0
STEWART INFORMATION SVCS COR COM 860372101 BBG001S7KRL6 283,079 6,463 SH   SOLE   6,463 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 928,153 14,052 SH   SOLE   14,052 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 787,258 7,120 SH   SOLE   7,120 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 865,511 3,459 SH   SOLE   3,459 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 923,053 5,805 SH   SOLE   5,805 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,715,206 19,298 SH   SOLE   19,298 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 800,074 3,943 SH   SOLE   3,943 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 708,836 3,481 SH   SOLE   3,481 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1,896,259 3,761 SH   SOLE   3,761 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 1,079,122 7,615 SH   SOLE   7,615 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,086,337 4,723 SH   SOLE   4,723 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 741,259 33,330 SH   SOLE   33,330 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 534,691 6,638 SH   SOLE   6,638 0 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 1,039,842 30,865 SH   SOLE   30,865 0 0