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 2,540,985 21,189 SH   SOLE   21,189 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 3,341,770 20,678 SH   SOLE   20,678 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 870,489 3,262 SH   SOLE   3,262 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8,358,116 94,731 SH   SOLE   94,731 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 948,258 10,687 SH   SOLE   10,687 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 7,059,528 84,042 SH   SOLE   84,042 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 257,528 1,743 SH   SOLE   1,743 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 284,580 4,500 SH   SOLE   4,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 673,079 3,177 SH   SOLE   3,177 0 0
AMERISOURCEBERGEN CORP COM 03073E105 BBG001S8X7P0 1,058,058 6,385 SH   SOLE   6,385 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 7,424,833 28,270 SH   SOLE   28,270 0 0
APPLE INC COM 037833100 BBG001S5N8V8 26,934,537 207,300 SH   SOLE   207,300 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 4,307,572 233,980 SH   SOLE   233,980 0 0
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 217,200 1,200 SH   SOLE   1,200 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 248,895 1,500 SH   SOLE   1,500 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,267,119 38,258 SH   SOLE   38,258 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 13,380,004 43,315 SH   SOLE   43,315 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 541,393 764 SH   SOLE   764 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 220,338 4,762 SH   SOLE   4,762 0 0
BOYD GAMING CORP COM 103304101 BBG001S7DMW3 612,372 11,230 SH   SOLE   11,230 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1,785,655 24,818 SH   SOLE   24,818 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 998,874 1,786 SH   SOLE   1,786 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 208,511 1,298 SH   SOLE   1,298 0 0
CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 2,318,238 40,850 SH   SOLE   40,850 0 0
CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 931,039 12,112 SH   SOLE   12,112 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 2,269,112 9,472 SH   SOLE   9,472 0 0
CDW CORP COM 12514G108 BBG001V18TB6 658,960 3,690 SH   SOLE   3,690 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 20,549,635 114,489 SH   SOLE   114,489 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 8,631,653 181,185 SH   SOLE   181,185 0 0
CME GROUP INC COM 12572Q105 BBG001S86547 575,638 3,423 SH   SOLE   3,423 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 282,428 4,440 SH   SOLE   4,440 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 213,363 2,708 SH   SOLE   2,708 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 342,216 9,786 SH   SOLE   9,786 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 282,967 1,221 SH   SOLE   1,221 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 4,624,802 10,131 SH   SOLE   10,131 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 741,233 7,954 SH   SOLE   7,954 0 0
DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 800,249 8,180 SH   SOLE   8,180 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 312,507 3,597 SH   SOLE   3,597 0 0
DOW INC COM 260557103 BBG00BN96931 3,565,848 70,765 SH   SOLE   70,765 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 3,058,770 44,569 SH   SOLE   44,569 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 1,000,292 1,950 SH   SOLE   1,950 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 9,171,114 83,147 SH   SOLE   83,147 0 0
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 599,298 4,720 SH   SOLE   4,720 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 480,732 1,400 SH   SOLE   1,400 0 0
GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 BBG00LPXX8Z1 745,308 41,200 SH   SOLE   41,200 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 3,915,401 12,396 SH   SOLE   12,396 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 502,578 2,345 SH   SOLE   2,345 0 0
HORMEL FOODS CORP COM 440452100 BBG001S5S0D0 464,246 10,192 SH   SOLE   10,192 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 1,003,892 1,960 SH   SOLE   1,960 0 0
IDACORP INC COM 451107106 BBG001S5S4M2 1,110,855 10,300 SH   SOLE   10,300 0 0
INTEL CORP COM 458140100 BBG001S5SF65 4,442,169 168,073 SH   SOLE   168,073 0 0
INTERNATIONAL PAPER CO COM 460146103 BBG001S5SBF4 788,698 22,775 SH   SOLE   22,775 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 8,578,831 48,564 SH   SOLE   48,564 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 9,731,467 72,569 SH   SOLE   72,569 0 0
JUNIPER NETWORKS INC COM 48203R104 BBG001SCTT05 869,951 27,220 SH   SOLE   27,220 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 335,426 1,611 SH   SOLE   1,611 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 651,465 1,550 SH   SOLE   1,550 0 0
LINDE PLC SHS G5494J103 BBG00GVR8YR8 1,938,621 5,943 SH   SOLE   5,943 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 1,937,203 3,982 SH   SOLE   3,982 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 2,031,940 10,198 SH   SOLE   10,198 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 2,198,607 18,890 SH   SOLE   18,890 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 467,030 2,822 SH   SOLE   2,822 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 916,286 2,635 SH   SOLE   2,635 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,144,295 4,342 SH   SOLE   4,342 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 8,495,885 76,574 SH   SOLE   76,574 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 18,771,033 78,271 SH   SOLE   78,271 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 733,597 11,007 SH   SOLE   11,007 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 1,019,645 11,993 SH   SOLE   11,993 0 0
MSCI INC COM 55354G100 BBG001SV8B05 876,845 1,885 SH   SOLE   1,885 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 4,169,884 88,345 SH   SOLE   88,345 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 531,741 3,038 SH   SOLE   3,038 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1,016,240 12,156 SH   SOLE   12,156 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,031,895 7,061 SH   SOLE   7,061 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 942,795 14,350 SH   SOLE   14,350 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 7,279,601 89,058 SH   SOLE   89,058 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG001S6L063 727,528 43,100 SH   SOLE   43,100 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 540,773 7,593 SH   SOLE   7,593 0 0
PEPSICO INC COM 713448108 BBG001S695T1 1,132,463 6,268 SH   SOLE   6,268 0 0
PFIZER INC COM 717081103 BBG001S5V466 8,604,067 167,917 SH   SOLE   167,917 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 594,155 5,871 SH   SOLE   5,871 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 618,651 3,917 SH   SOLE   3,917 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 9,641,338 63,614 SH   SOLE   63,614 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 715,160 6,505 SH   SOLE   6,505 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 511,059 5,064 SH   SOLE   5,064 0 0
REALTY INCOME CORP COM 756109104 BBG001S884K0 604,551 9,531 SH   SOLE   9,531 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 225,313 1,223 SH   SOLE   1,223 0 0
RYDER SYS INC COM 783549108 BBG001S5VK15 924,284 11,060 SH   SOLE   11,060 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 BBG00FWP4JX3 371,280 6,000 SH   SOLE   6,000 0 0
STEWART INFORMATION SVCS COR COM 860372101 BBG001S7KRL6 360,000 8,425 SH   SOLE   8,425 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 879,273 11,501 SH   SOLE   11,501 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 811,523 5,445 SH   SOLE   5,445 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 429,775 3,489 SH   SOLE   3,489 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,894,016 11,464 SH   SOLE   11,464 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,963,652 24,669 SH   SOLE   24,669 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 809,253 4,814 SH   SOLE   4,814 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 736,824 3,558 SH   SOLE   3,558 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 330,296 1,900 SH   SOLE   1,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 3,063,040 5,777 SH   SOLE   5,777 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 934,958 7,370 SH   SOLE   7,370 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 976,472 4,700 SH   SOLE   4,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 937,549 25,095 SH   SOLE   25,095 0 0
WALMART INC COM 931142103 BBG001S5XH92 217,364 1,533 SH   SOLE   1,533 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 459,009 4,896 SH   SOLE   4,896 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 213,428 5,169 SH   SOLE   5,169 0 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 951,139 28,910 SH   SOLE   28,910 0 0