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   22,600,486 116,515 SH   SOLE   0 0 116,515
MICROSOFT CORP COM 594918104   14,917,254 43,805 SH   SOLE   0 0 43,805
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   12,864,371 73,993 SH   SOLE   0 0 73,993
BROADCOM INC COM 11135F101   11,516,365 13,276 SH   SOLE   0 0 13,276
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   11,118,921 204,354 SH   SOLE   0 0 204,354
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   10,250,625 77,229 SH   SOLE   0 0 77,229
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866   9,369,527 134,388 SH   SOLE   0 0 134,388
JPMORGAN CHASE & CO COM 46625H100   8,312,302 57,153 SH   SOLE   0 0 57,153
EATON CORP PLC SHS G29183103   7,171,104 35,659 SH   SOLE   0 0 35,659
MOTOROLA SOLUTIONS INC COM NEW 620076307   7,080,114 24,141 SH   SOLE   0 0 24,141
HOME DEPOT INC COM 437076102   6,896,995 22,203 SH   SOLE   0 0 22,203
MERCK & CO INC COM 58933Y105   6,519,372 56,499 SH   SOLE   0 0 56,499
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   5,915,103 90,890 SH   SOLE   0 0 90,890
ALPHABET INC CAP STK CL A 02079K305   5,496,983 45,923 SH   SOLE   0 0 45,923
MARATHON PETE CORP COM 56585A102   5,479,067 46,990 SH   SOLE   0 0 46,990
UNION PAC CORP COM 907818108   5,384,251 26,313 SH   SOLE   0 0 26,313
NVIDIA CORPORATION COM 67066G104   5,383,886 12,727 SH   SOLE   0 0 12,727
AMAZON COM INC COM 023135106   5,227,175 40,098 SH   SOLE   0 0 40,098
CHUBB LIMITED COM H1467J104   5,052,534 26,239 SH   SOLE   0 0 26,239
WALMART INC COM 931142103   4,900,556 31,178 SH   SOLE   0 0 31,178
JOHNSON & JOHNSON COM 478160104   4,722,199 28,529 SH   SOLE   0 0 28,529
AIR PRODS & CHEMS INC COM 009158106   4,444,235 14,837 SH   SOLE   0 0 14,837
DEVON ENERGY CORP NEW COM 25179M103   4,277,735 88,493 SH   SOLE   0 0 88,493
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   4,274,416 57,630 SH   SOLE   0 0 57,630
UNITEDHEALTH GROUP INC COM 91324P102   4,207,899 8,755 SH   SOLE   0 0 8,755
CISCO SYS INC COM 17275R102   4,054,307 78,359 SH   SOLE   0 0 78,359
CME GROUP INC COM 12572Q105   4,019,764 21,694 SH   SOLE   0 0 21,694
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   3,932,626 23,159 SH   SOLE   0 0 23,159
EXXON MOBIL CORP COM 30231G102   3,812,094 35,544 SH   SOLE   0 0 35,544
VISA INC COM CL A 92826C839   3,729,714 15,705 SH   SOLE   0 0 15,705
DARDEN RESTAURANTS INC COM 237194105   3,527,757 21,114 SH   SOLE   0 0 21,114
VANGUARD INDEX FDS TOTAL STK MKT 922908769   3,504,037 15,907 SH   SOLE   0 0 15,907
COMCAST CORP NEW CL A 20030N101   3,462,361 83,330 SH   SOLE   0 0 83,330
TRANE TECHNOLOGIES PLC SHS G8994E103   3,336,325 17,444 SH   SOLE   0 0 17,444
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   2,999,075 45,829 SH   SOLE   0 0 45,829
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,826,249 16,878 SH   SOLE   0 0 16,878
IQVIA HLDGS INC COM 46266C105   2,763,224 12,294 SH   SOLE   0 0 12,294
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,762,231 24,427 SH   SOLE   0 0 24,427
SALESFORCE INC COM 79466L302   2,760,746 13,068 SH   SOLE   0 0 13,068
NXP SEMICONDUCTORS N V COM N6596X109   2,734,419 13,359 SH   SOLE   0 0 13,359
TJX COS INC NEW COM 872540109   2,667,475 31,460 SH   SOLE   0 0 31,460
MEDTRONIC PLC SHS G5960L103   2,589,730 29,395 SH   SOLE   0 0 29,395
EDWARDS LIFESCIENCES CORP COM 28176E108   2,488,864 26,385 SH   SOLE   0 0 26,385
VERIZON COMMUNICATIONS INC COM 92343V104   2,478,455 66,643 SH   SOLE   0 0 66,643
BEST BUY INC COM 086516101   2,471,585 30,160 SH   SOLE   0 0 30,160
L3HARRIS TECHNOLOGIES INC COM 502431109   2,070,606 10,577 SH   SOLE   0 0 10,577
S&P GLOBAL INC COM 78409V104   1,943,044 4,847 SH   SOLE   0 0 4,847
FISERV INC COM 337738108   1,843,058 14,610 SH   SOLE   0 0 14,610
ISHARES TR CORE MSCI EURO 46434V738   1,752,969 33,307 SH   SOLE   0 0 33,307
STERIS PLC SHS USD G8473T100   1,744,900 7,756 SH   SOLE   0 0 7,756
LAUDER ESTEE COS INC CL A 518439104   1,731,342 8,816 SH   SOLE   0 0 8,816
PIONEER NAT RES CO COM 723787107   1,727,539 8,338 SH   SOLE   0 0 8,338
META PLATFORMS INC CL A 30303M102   1,586,712 5,529 SH   SOLE   0 0 5,529
TEXAS INSTRS INC COM 882508104   1,562,034 8,677 SH   SOLE   0 0 8,677
COCA COLA CO COM 191216100   1,533,743 25,469 SH   SOLE   0 0 25,469
CHEVRON CORP NEW COM 166764100   1,452,026 9,228 SH   SOLE   0 0 9,228
HALLIBURTON CO COM 406216101   1,426,009 43,225 SH   SOLE   0 0 43,225
ISHARES TR CORE S&P500 ETF 464287200   1,192,720 2,676 SH   SOLE   0 0 2,676
CHENIERE ENERGY INC COM NEW 16411R208   1,021,879 6,707 SH   SOLE   0 0 6,707
ALLSTATE CORP COM 020002101   985,588 9,039 SH   SOLE   0 0 9,039
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   879,335 69,239 SH   SOLE   0 0 69,239
VISTRA CORP COM 92840M102   799,838 30,470 SH   SOLE   0 0 30,470
ALPHABET INC CAP STK CL C 02079K107   778,684 6,437 SH   SOLE   0 0 6,437
INTEL CORP COM 458140100   767,570 22,954 SH   SOLE   0 0 22,954
PROCTER AND GAMBLE CO COM 742718109   698,459 4,603 SH   SOLE   0 0 4,603
ENTERPRISE PRODS PARTNERS L COM 293792107   694,833 26,369 SH   SOLE   0 0 26,369
VACASA INC CLASS A COM 91854V107   602,372 887,800 SH   SOLE   0 0 887,800
SHELL PLC SPON ADS 780259305   545,339 9,032 SH   SOLE   0 0 9,032
ARISTA NETWORKS INC COM 040413106   536,743 3,312 SH   SOLE   0 0 3,312
CONOCOPHILLIPS COM 20825C104   500,851 4,834 SH   SOLE   0 0 4,834
RAYMOND JAMES FINL INC COM 754730109   497,401 4,793 SH   SOLE   0 0 4,793
SPDR S&P 500 ETF TR TR UNIT 78462F103   443,715 1,001 SH   SOLE   0 0 1,001
WP CAREY INC COM 92936U109   434,411 6,430 SH   SOLE   0 0 6,430
BOEING CO COM 097023105   425,910 2,017 SH   SOLE   0 0 2,017
KIMBELL RTY PARTNERS LP UNIT 49435R102   350,348 23,817 SH   SOLE   0 0 23,817
TESLA INC COM 88160R101   329,568 1,259 SH   SOLE   0 0 1,259
LAM RESEARCH CORP COM 512807108   321,430 500 SH   SOLE   0 0 500
STELLAR BANCORP INC COM 858927106   321,376 14,040 SH   SOLE   0 0 14,040
VANGUARD INDEX FDS VALUE ETF 922908744   311,697 2,194 SH   SOLE   0 0 2,194
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   303,348 2,027 SH   SOLE   0 0 2,027
IDEXX LABS INC COM 45168D104   295,311 588 SH   SOLE   0 0 588
SELECT SECTOR SPDR TR ENERGY 81369Y506   291,998 3,597 SH   SOLE   0 0 3,597
ABBVIE INC COM 00287Y109   280,373 2,081 SH   SOLE   0 0 2,081
THIRD COAST BANCSHARES INC COM 88422P109   273,012 17,203 SH   SOLE   0 0 17,203
AT&T INC COM 00206R102   269,411 16,891 SH   SOLE   0 0 16,891
CADENCE BANK COM 12740C103   264,256 13,455 SH   SOLE   0 0 13,455
HUMANA INC COM 444859102   251,734 563 SH   SOLE   0 0 563
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   249,271 731 SH   SOLE   0 0 731
E L F BEAUTY INC COM 26856L103   249,021 2,180 SH   SOLE   0 0 2,180
DIAMONDBACK ENERGY INC COM 25278X109   239,601 1,824 SH   SOLE   0 0 1,824
APPLIED MATLS INC COM 038222105   238,491 1,650 SH   SOLE   0 0 1,650
OPEN LENDING CORP COM 68373J104   235,466 22,404 SH   SOLE   0 0 22,404
MEDICAL PPTYS TRUST INC COM 58463J304   231,500 25,000 SH   SOLE   0 0 25,000
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   223,226 8,320 SH   SOLE   0 0 8,320
HONEYWELL INTL INC COM 438516106   218,083 1,051 SH   SOLE   0 0 1,051
PEPSICO INC COM 713448108   215,923 1,166 SH   SOLE   0 0 1,166
LILLY ELI & CO COM 532457108   212,668 453 SH   SOLE   0 0 453
SPDR SER TR S&P OILGAS EXP 78468R556   209,349 1,625 SH   SOLE   0 0 1,625