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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100   14,422,327 111,001 SH   SOLE   0 0 111,001
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   13,072,143 96,225 SH   SOLE   0 0 4,358
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   11,293,605 225,241 SH   SOLE   0 0 28,301
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   10,473,256 84,163 SH   SOLE   0 0 4,917
MICROSOFT CORP COM 594918104   9,874,963 41,176 SH   SOLE   0 0 31,640
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866   9,636,972 149,759 SH   SOLE   0 0 40,440
BROADCOM INC COM 11135F101   7,804,775 13,959 SH   SOLE   0 0 2,027
JPMORGAN CHASE & CO COM 46625H100   7,101,683 52,958 SH   SOLE   0 0 1,904
GALLAGHER ARTHUR J & CO COM 363576109   7,064,080 37,467 SH   SOLE   0 0 1,601
HOME DEPOT INC COM 437076102   6,489,494 20,546 SH   SOLE   0 0 25,469
MERCK & CO INC COM 58933Y105   5,877,912 52,978 SH   SOLE   0 0 14,568
MOTOROLA SOLUTIONS INC COM NEW 620076307   5,723,583 22,209 SH   SOLE   0 0 25,563
CHUBB LIMITED COM H1467J104   5,317,220 24,103 SH   SOLE   0 0 55,909
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   5,133,837 106,977 SH   SOLE   0 0 588
SILICON LABORATORIES INC COM 826919102   5,130,904 37,819 SH   SOLE   0 0 14,040
MARATHON PETE CORP COM 56585A102   5,054,867 43,431 SH   SOLE   0 0 9,169
UNION PAC CORP COM 907818108   4,978,168 24,041 SH   SOLE   0 0 6,280
DEVON ENERGY CORP NEW COM 25179M103   4,972,088 80,834 SH   SOLE   0 0 8,971
JOHNSON & JOHNSON COM 478160104   4,774,523 27,028 SH   SOLE   0 0 9,586
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   4,560,223 61,170 SH   SOLE   0 0 24,713
UNITEDHEALTH GROUP INC COM 91324P102   4,292,140 8,096 SH   SOLE   0 0 2,185
AIR PRODS & CHEMS INC COM 009158106   4,185,930 13,579 SH   SOLE   0 0 6,706
ALPHABET INC CAP STK CL A 02079K305   4,079,314 46,235 SH   SOLE   0 0 84,767
WALMART INC COM 931142103   4,052,410 28,581 SH   SOLE   0 0 4,585
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   3,464,686 49,145 SH   SOLE   0 0 26,148
CISCO SYS INC COM 17275R102   3,452,894 72,479 SH   SOLE   0 0 13,455
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   3,347,396 25,917 SH   SOLE   0 0 75,620
AMAZON COM INC COM 023135106   3,331,944 39,666 SH   SOLE   0 0 66,145
PIONEER NAT RES CO COM 723787107   3,213,980 14,073 SH   SOLE   0 0 12,352
CME GROUP INC COM 12572Q105   3,187,801 18,957 SH   SOLE   0 0 47,716
VANGUARD INDEX FDS TOTAL STK MKT 922908769   3,060,162 16,006 SH   SOLE   0 0 1,776
VISA INC COM CL A 92826C839   2,931,268 14,109 SH   SOLE   0 0 26,187
TRANE TECHNOLOGIES PLC SHS G8994E103   2,790,219 16,600 SH   SOLE   0 0 19,641
DARDEN RESTAURANTS INC COM 237194105   2,599,789 18,794 SH   SOLE   0 0 20,279
COMCAST CORP NEW CL A 20030N101   2,471,281 70,669 SH   SOLE   0 0 1,650
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,454,684 14,349 SH   SOLE   0 0 3,510
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,440,869 23,793 SH   SOLE   0 0 33,670
IQVIA HLDGS INC COM 46266C105   2,170,604 10,594 SH   SOLE   0 0 37,467
LAUDER ESTEE COS INC CL A 518439104   2,139,703 8,624 SH   SOLE   0 0 78,184
BEST BUY INC COM 086516101   2,137,265 26,646 SH   SOLE   0 0 14,339
VERIZON COMMUNICATIONS INC COM 92343V104   2,073,540 52,628 SH   SOLE   0 0 4,603
TJX COS INC NEW COM 872540109   1,987,660 24,971 SH   SOLE   0 0 1,375
MEDTRONIC PLC SHS G5960L103   1,880,973 24,202 SH   SOLE   0 0 77,128
NVIDIA CORPORATION COM 67066G104   1,868,385 12,785 SH   SOLE   0 0 113,993
NXP SEMICONDUCTORS N V COM N6596X109   1,841,401 11,653 SH   SOLE   0 0 7,226
EDWARDS LIFESCIENCES CORP COM 28176E108   1,830,257 24,531 SH   SOLE   0 0 20,185
L3HARRIS TECHNOLOGIES INC COM 502431109   1,768,016 8,492 SH   SOLE   0 0 16,362
ISHARES TR CORE MSCI EURO 46434V738   1,741,964 36,673 SH   SOLE   0 0 9,198
CHEVRON CORP NEW COM 166764100   1,650,993 9,198 SH   SOLE   0 0 25,000
EXXON MOBIL CORP COM 30231G102   1,646,580 14,928 SH   SOLE   0 0 42,884
SALESFORCE INC COM 79466L302   1,633,774 12,322 SH   SOLE   0 0 34,464
COCA COLA CO COM 191216100   1,620,088 25,469 SH   SOLE   0 0 57,109
S&P GLOBAL INC COM 78409V104   1,563,855 4,669 SH   SOLE   0 0 563
TEXAS INSTRS INC COM 882508104   1,433,400 8,676 SH   SOLE   0 0 45,628
ALLSTATE CORP COM 020002101   1,178,724 8,693 SH   SOLE   0 0 21,613
VACASA INC CLASS A COM 91854V107   1,118,628 887,800 SH   SOLE   0 0 6,434
STERIS PLC SHS USD G8473T100   1,098,386 5,948 SH   SOLE   0 0 28,048
CHENIERE ENERGY INC COM NEW 16411R208   1,005,585 6,706 SH   SOLE   0 0 8,676
ISHARES TR CORE S&P500 ETF 464287200   941,529 2,451 SH   SOLE   0 0 17,203
ISHARES TR GRWT ALLOCAT ETF 464289867   850,729 18,039 SH   SOLE   0 0 22,953
RAYMOND JAMES FINL INC COM 754730109   842,647 7,886 SH   SOLE   0 0 1,082
HALLIBURTON CO COM 406216101   754,945 19,186 SH   SOLE   0 0 11,181
VISTRA CORP COM 92840M102   699,262 30,141 SH   SOLE   0 0 29,267
PROCTER AND GAMBLE CO COM 742718109   697,563 4,603 SH   SOLE   0 0 90,000
INTEL CORP COM 458140100   605,737 22,919 SH   SOLE   0 0 14,761
CONOCOPHILLIPS COM 20825C104   568,551 4,818 SH   SOLE   0 0 12,785
ALPHABET INC CAP STK CL C 02079K107   557,224 6,280 SH   SOLE   0 0 24,179
ISHARES TR CONSER ALLOC ETF 464289883   549,937 16,363 SH   SOLE   0 0 500
SHELL PLC SPON ADS 780259305   504,316 8,855 SH   SOLE   0 0 3,312
STELLAR BANCORP INC COM 858927106   413,618 14,040 SH   SOLE   0 0 98,870
SPDR S&P 500 ETF TR TR UNIT 78462F103   413,594 1,081 SH   SOLE   0 0 8,855
KIMBELL RTY PARTNERS LP UNIT 49435R102   406,099 24,317 SH   SOLE   0 0 37,819
ARISTA NETWORKS INC COM 040413106   401,911 3,312 SH   SOLE   0 0 12,354
BOEING CO COM 097023105   386,202 2,027 SH   SOLE   0 0 17,594
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   362,212 2,564 SH   SOLE   0 0 45,650
SELECT SECTOR SPDR TR ENERGY 81369Y506   353,629 4,042 SH   SOLE   0 0 4,823
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   335,206 9,801 SH   SOLE   0 0 12,829
CADENCE BANK COM 12740C103   331,788 13,455 SH   SOLE   0 0 25,329
FISERV INC COM 337738108   323,424 3,200 SH   SOLE   0 0 8,420
THIRD COAST BANCSHARES INC COM 88422P109   317,051 17,203 SH   SOLE   0 0 887,800
VANGUARD INDEX FDS VALUE ETF 922908744   314,838 2,243 SH   SOLE   0 0 24,017
AT&T INC COM 00206R102   310,966 16,891 SH   SOLE   0 0 25,713
ABBVIE INC COM 00287Y109   309,195 1,913 SH   SOLE   0 0 23,539
HONEYWELL INTL INC COM 438516106   294,663 1,375 SH   SOLE   0 0 1,726
HUMANA INC COM 444859102   288,354 563 SH   SOLE   0 0 15,817
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   256,957 8,083 SH   SOLE   0 0 2,166
PEPSICO INC COM 713448108   250,214 1,385 SH   SOLE   0 0 15,366
DIAMONDBACK ENERGY INC COM 25278X109   242,864 1,776 SH   SOLE   0 0 137,965
IDEXX LABS INC COM 45168D104   239,880 588 SH   SOLE   0 0 22,404
SPDR SER TR S&P OILGAS EXP 78468R556   217,576 1,601 SH   SOLE   0 0 210,113
LAM RESEARCH CORP COM 512807108   210,150 500 SH   SOLE   0 0 1,389
META PLATFORMS INC CL A 30303M102   208,670 1,734 SH   SOLE   0 0 55,598
OPEN LENDING CORP COM CL A 68373J104   151,430 22,434 SH   SOLE   0 0 56,696