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
ABB LTD SPONSORED ADR ADR 000375204   5,300,418 135,203 SH   SOLE   135,203 0 0
ABBOTT LABS COM Stock 002824100   1,151,621 10,574 SH   SOLE   10,574 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   1,340,467 11,800 SH   SOLE   11,800 0 0
AIR PRODS & CHEMS INC COM Stock 009158106   3,590,855 11,995 SH   SOLE   11,995 0 0
ALLSTATE CORP COM Stock 020002101   203,251 1,864 SH   SOLE   1,864 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   6,296,816 52,612 SH   SOLE   52,612 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   3,979,241 32,900 SH   SOLE   32,900 0 0
AMAZON COM INC COM Stock 023135106   3,352,847 25,735 SH   SOLE   25,735 0 0
AMGEN INC COM Stock 031162100   353,756 1,595 SH   SOLE   1,595 0 0
APPLE INC COM Stock 037833100   12,375,621 63,896 SH   SOLE   63,896 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   549,475 2,500 SH   SOLE   2,500 0 0
AZENTA INC COM Stock 114340102   2,551,817 54,688 SH   SOLE   54,688 0 0
BALL CORP COM Stock 058498106   283,483 4,870 SH   SOLE   4,870 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   13,163,432 38,651 SH   SOLE   38,651 0 0
BOEING CO COM Stock 097023105   1,076,162 5,095 SH   SOLE   5,095 0 0
BOOKING HOLDINGS INC COM Stock 09857L108   1,129,884 419 SH   SOLE   419 0 0
BROADCOM INC COM Stock 11135F101   307,070 354 SH   SOLE   354 0 0
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock G16252101   372,081 10,194 SH   SOLE   10,194 0 0
BUILDERS FIRSTSOURCE INC COM Stock 12008R107   7,822,149 57,513 SH   SOLE   57,513 0 0
CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108   937,078 11,614 SH   SOLE   11,614 0 0
CELANESE CORP DEL COM Stock 150870103   2,699,624 23,325 SH   SOLE   23,325 0 0
CHENIERE ENERGY INC COM NEW Stock 16411R208   1,213,662 7,967 SH   SOLE   7,967 0 0
CHEVRON CORP NEW COM Stock 166764100   3,859,471 24,534 SH   SOLE   24,534 0 0
CME GROUP INC COM Stock 12572Q105   2,131,634 11,509 SH   SOLE   11,509 0 0
COCA COLA CO COM Stock 191216100   1,273,219 21,156 SH   SOLE   21,156 0 0
COMCAST CORP NEW CL A Stock 20030N101   602,600 14,503 SH   SOLE   14,503 0 0
CORNING INC COM Stock 219350105   3,275,062 93,504 SH   SOLE   93,504 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   4,006,086 7,441 SH   SOLE   7,441 0 0
CROWDSTRIKE HLDGS INC CL A Stock 22788C105   346,800 2,375 SH   SOLE   2,375 0 0
CROWN CASTLE INC COM REIT 22822V101   348,164 3,055 SH   SOLE   3,055 0 0
CVS HEALTH CORP COM Stock 126650100   2,588,652 37,453 SH   SOLE   37,453 0 0
DANAHER CORPORATION COM Stock 235851102   1,044,364 4,355 SH   SOLE   4,355 0 0
DEERE & CO COM Stock 244199105   3,155,603 7,792 SH   SOLE   7,792 0 0
DELTA AIR LINES INC DEL COM NEW Stock 247361702   933,365 19,685 SH   SOLE   19,685 0 0
DISNEY WALT CO COM Stock 254687106   1,443,371 16,174 SH   SOLE   16,174 0 0
DOLLAR TREE INC COM Stock 256746108   1,950,211 13,590 SH   SOLE   13,590 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204   226,594 2,525 SH   SOLE   2,525 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   682,671 8,420 SH   SOLE   8,420 0 0
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107   493,377 18,724 SH   SOLE   18,724 0 0
ESAB CORPORATION COM Stock 29605J106   3,993,178 60,025 SH   SOLE   60,025 0 0
EXXON MOBIL CORP COM Stock 30231G102   538,615 5,025 SH   SOLE   5,025 0 0
FAIRLEAD TACTICAL SECTOR ETF ETF 14064D550   1,040,470 43,884 SH   SOLE   43,884 0 0
FEDEX CORP COM Stock 31428X106   1,190,746 4,801 SH   SOLE   4,801 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303   2,239,762 62,215 SH   SOLE   62,215 0 0
FIRSTENERGY CORP COM Stock 337932107   2,531,126 65,114 SH   SOLE   65,114 0 0
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND ETF 33939L407   525,824 13,156 SH   SOLE   13,156 0 0
FRANCO NEV CORP COM Stock 351858105   224,595 1,575 SH   SOLE   1,575 0 0
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF ETF 381430529   405,284 4,050 SH   SOLE   4,050 0 0
GUARDANT HEALTH INC COM Stock 40131M109   346,365 9,675 SH   SOLE   9,675 0 0
HOME DEPOT INC COM Stock 437076102   2,961,642 9,534 SH   SOLE   9,534 0 0
HONEYWELL INTL INC COM Stock 438516106   259,375 1,250 SH   SOLE   1,250 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704   362,712 3,391 SH   SOLE   3,391 0 0
INVESCO QQQ TRUST ETF 46090E103   446,629 1,209 SH   SOLE   1,209 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   683,855 4,570 SH   SOLE   4,570 0 0
ISHARES MSCI SWITZERLAND ETF ETF 464286749   354,587 7,715 SH   SOLE   7,715 0 0
JACKSON FINANCIAL INC COM CL A Stock 46817M107   3,513,308 114,790 SH   SOLE   114,790 0 0
JOHNSON & JOHNSON COM Stock 478160104   5,981,707 36,146 SH   SOLE   36,146 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   2,061,784 14,188 SH   SOLE   14,188 0 0
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF ETF 46641Q654   709,100 14,000 SH   SOLE   14,000 0 0
KNIFE RIVER CORP COM Stock 498894104   834,330 19,180 SH   SOLE   19,180 0 0
L3HARRIS TECHNOLOGIES INC COM Stock 502431109   1,604,311 8,195 SH   SOLE   8,195 0 0
LILLY ELI & CO COM Stock 532457108   691,746 1,475 SH   SOLE   1,475 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   332,394 722 SH   SOLE   722 0 0
MARKEL GROUP INC COM Stock 570535104   3,210,651 2,322 SH   SOLE   2,322 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202   1,036,639 5,650 SH   SOLE   5,650 0 0
MARTIN MARIETTA MATLS INC COM Stock 573284106   1,444,779 3,131 SH   SOLE   3,131 0 0
MCDONALDS CORP COM Stock 580135101   1,492,264 5,010 SH   SOLE   5,010 0 0
MDU RES GROUP INC COM Stock 552690109   2,103,711 100,456 SH   SOLE   100,456 0 0
MERCK & CO INC COM Stock 58933Y105   4,883,295 42,344 SH   SOLE   42,344 0 0
META PLATFORMS INC CL A Stock 30303M102   234,750 818 SH   SOLE   818 0 0
MICROSOFT CORP COM Stock 594918104   7,896,793 23,199 SH   SOLE   23,199 0 0
MKS INSTRS INC COM Stock 55306N104   1,706,426 15,795 SH   SOLE   15,795 0 0
NETFLIX INC COM Stock 64110L106   1,315,056 2,991 SH   SOLE   2,991 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   489,985 1,075 SH   SOLE   1,075 0 0
NVIDIA CORPORATION COM Stock 67066G104   1,517,373 3,587 SH   SOLE   3,587 0 0
NXP SEMICONDUCTORS N V COM Stock N6596X109   878,077 4,290 SH   SOLE   4,290 0 0
PAYPAL HLDGS INC COM Stock 70450Y103   467,444 7,005 SH   SOLE   7,005 0 0
PEPSICO INC COM Stock 713448108   1,377,316 7,439 SH   SOLE   7,439 0 0
PFIZER INC COM Stock 717081103   653,647 17,834 SH   SOLE   17,834 0 0
PPG INDS INC COM Stock 693506107   446,976 3,014 SH   SOLE   3,014 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   223,564 1,485 SH   SOLE   1,485 0 0
QUALCOMM INC COM Stock 747525103   3,966,966 33,337 SH   SOLE   33,337 0 0
RENAISSANCE IPO ETF ETF 759937204   341,214 10,460 SH   SOLE   10,460 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   247,663 5,042 SH   SOLE   5,042 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   1,150,386 2,601 SH   SOLE   2,601 0 0
SS&C TECHNOLOGIES HLDGS INC COM Stock 78467J100   2,309,710 38,116 SH   SOLE   38,116 0 0
STARWOOD PPTY TR INC COM REIT 85571B105   293,909 15,225 SH   SOLE   15,225 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   1,335,952 7,731 SH   SOLE   7,731 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100   1,279,991 29,650 SH   SOLE   29,650 0 0
UNITED RENTALS INC COM Stock 911363109   1,417,808 3,190 SH   SOLE   3,190 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   261,949 545 SH   SOLE   545 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   288,313 1,775 SH   SOLE   1,775 0 0
VANGUARD HEALTH CARE ETF ETF 92204A504   1,178,547 4,829 SH   SOLE   4,829 0 0
VANGUARD MID-CAP ETF ETF 922908629   313,068 1,422 SH   SOLE   1,422 0 0
VANGUARD S&P 500 ETF ETF 922908363   630,062 1,547 SH   SOLE   1,547 0 0
VANGUARD SMALL CAP VALUE ETF ETF 922908611   718,891 4,353 SH   SOLE   4,353 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   201,873 1,015 SH   SOLE   1,015 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   3,156,379 14,361 SH   SOLE   14,361 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   284,318 7,645 SH   SOLE   7,645 0 0
VISA INC COM CL A Stock 92826C839   4,583,524 19,318 SH   SOLE   19,318 0 0
WALMART INC COM Stock 931142103   2,356,335 15,001 SH   SOLE   15,001 0 0
WHITE MTNS INS GROUP LTD COM Stock G9618E107   318,060 229 SH   SOLE   229 0 0
WORKDAY INC CL A Stock 98138H101   1,140,230 5,045 SH   SOLE   5,045 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105   3,856,590 13,060 SH   SOLE   13,060 0 0
ZSCALER INC COM Stock 98980G102   409,351 2,810 SH   SOLE   2,810 0 0