The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AMAZON COM INC | COM | 023135106 | 13,979,163 | 73,474 | SH | SOLE | 0 | 0 | 73,424 | |||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 739,610 | 1,577 | SH | SOLE | 0 | 0 | 1,550 | |||
VULCAN MATLS CO | COM | 929160109 | 2,706,747 | 11,602 | SH | SOLE | 0 | 0 | 11,572 | |||
JOHNSON & JOHNSON | COM | 478160104 | 2,567,401 | 15,481 | SH | SOLE | 0 | 0 | 15,481 | |||
WASTE MGMT INC DEL | COM | 94106L109 | 1,241,140 | 5,361 | SH | SOLE | 0 | 0 | 5,341 | |||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,905,747 | 2,015 | SH | SOLE | 0 | 0 | 2,015 | |||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 299,367 | 548 | SH | SOLE | 0 | 0 | 548 | |||
PROCTER AND GAMBLE CO | COM | 742718109 | 528,643 | 3,102 | SH | SOLE | 0 | 0 | 3,102 | |||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 1,573,077 | 14,302 | SH | SOLE | 0 | 0 | 14,227 | |||
MARRIOTT INTL INC NEW | CL A | 571903202 | 351,821 | 1,477 | SH | SOLE | 0 | 0 | 1,477 | |||
PROLOGIS INC. | COM | 74340W103 | 224,698 | 2,010 | SH | SOLE | 0 | 0 | 2,010 | |||
THE TRADE DESK INC | COM CL A | 88339J105 | 4,625,755 | 84,535 | SH | SOLE | 0 | 0 | 84,420 | |||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 225,825 | 412 | SH | SOLE | 0 | 0 | 412 | |||
PEPSICO INC | COM | 713448108 | 1,251,849 | 8,349 | SH | SOLE | 0 | 0 | 8,349 | |||
HOME DEPOT INC | COM | 437076102 | 5,300,911 | 14,464 | SH | SOLE | 0 | 0 | 14,462 | |||
SOUTHERN CO | COM | 842587107 | 1,031,699 | 11,220 | SH | SOLE | 0 | 0 | 11,220 | |||
LABCORP HOLDINGS INC | COM SHS | 504922105 | 360,747 | 1,550 | SH | SOLE | 0 | 0 | 1,550 | |||
OLD NATL BANCORP IND | COM | 680033107 | 518,943 | 24,490 | SH | SOLE | 0 | 0 | 24,490 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 3,850,553 | 7,230 | SH | SOLE | 0 | 0 | 7,230 | |||
ALPHABET INC | CAP STK CL A | 02079K305 | 9,710,310 | 62,793 | SH | SOLE | 0 | 0 | 62,713 | |||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,844,009 | 10,048 | SH | SOLE | 0 | 0 | 10,048 | |||
CSX CORP | COM | 126408103 | 1,370,565 | 46,570 | SH | SOLE | 0 | 0 | 46,570 | |||
MICROSOFT CORP | COM | 594918104 | 5,822,919 | 15,512 | SH | SOLE | 0 | 0 | 15,486 | |||
VALERO ENERGY CORP | COM | 91913Y100 | 945,093 | 7,156 | SH | SOLE | 0 | 0 | 7,156 | |||
NEXTERA ENERGY INC | COM | 65339F101 | 670,974 | 9,465 | SH | SOLE | 0 | 0 | 9,465 | |||
TESLA INC | COM | 88160R101 | 1,061,001 | 4,094 | SH | SOLE | 0 | 0 | 4,079 | |||
LINDE PLC | SHS | G54950103 | 630,011 | 1,353 | SH | SOLE | 0 | 0 | 1,353 | |||
WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 806,504 | 3,955 | SH | SOLE | 0 | 0 | 3,955 | |||
UBER TECHNOLOGIES INC | COM | 90353T100 | 424,774 | 5,830 | SH | SOLE | 0 | 0 | 5,830 | |||
FASTLY INC | CL A | 31188V100 | 64,566 | 10,200 | SH | SOLE | 0 | 0 | 10,200 | |||
ELI LILLY & CO | COM | 532457108 | 1,062,120 | 1,286 | SH | SOLE | 0 | 0 | 1,276 | |||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 733,549 | 6,014 | SH | SOLE | 0 | 0 | 6,014 | |||
AIRBNB INC | COM CL A | 009066101 | 1,075,140 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | |||
VISA INC | COM CL A | 92826C839 | 8,517,261 | 24,303 | SH | SOLE | 0 | 0 | 24,199 | |||
ALIGHT INC | COM CL A | 01626W101 | 1,237,591 | 208,700 | SH | SOLE | 0 | 0 | 208,700 | |||
MID-AMER APT CMNTYS INC | COM | 59522J103 | 437,887 | 2,613 | SH | SOLE | 0 | 0 | 2,613 | |||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 3,750,072 | 17,234 | SH | SOLE | 0 | 0 | 17,178 | |||
NVIDIA CORPORATION | COM | 67066G104 | 13,844,786 | 127,743 | SH | SOLE | 0 | 0 | 127,640 | |||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 326,854 | 1,969 | SH | SOLE | 0 | 0 | 1,919 | |||
MCDONALDS CORP | COM | 580135101 | 2,643,587 | 8,463 | SH | SOLE | 0 | 0 | 8,438 | |||
SIMPLIFY | MBS ETF | 82889N525 | 213,145 | 4,251 | SH | SOLE | 0 | 0 | 4,251 | |||
ISHARES | BITCOIN TRUST ETF | 46438F101 | 916,493 | 19,579 | SH | SOLE | 0 | 0 | 19,524 | |||
ISHARES | CORE S&P500 ETF | 464287200 | 202,284 | 360 | SH | SOLE | 0 | 0 | 360 | |||
SALESFORCE INC | COM | 79466L302 | 661,239 | 2,464 | SH | SOLE | 0 | 0 | 2,464 | |||
JPMORGAN CHASE & CO. | COM | 46625H100 | 6,259,075 | 25,516 | SH | SOLE | 0 | 0 | 25,512 | |||
CHEVRON CORP NEW | COM | 166764100 | 1,346,517 | 8,049 | SH | SOLE | 0 | 0 | 8,049 | |||
BANK AMERICA CORP | COM | 060505104 | 4,511,721 | 108,117 | SH | SOLE | 0 | 0 | 108,101 | |||
WALMART INC | COM | 931142103 | 329,213 | 3,750 | SH | SOLE | 0 | 0 | 3,750 | |||
CATERPILLAR INC | COM | 149123101 | 227,366 | 689 | SH | SOLE | 0 | 0 | 689 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 2,346,494 | 15,019 | SH | SOLE | 0 | 0 | 15,019 | |||
AMGEN INC | COM | 031162100 | 1,046,798 | 3,360 | SH | SOLE | 0 | 0 | 3,359 | |||
DOMINION ENERGY INC | COM | 25746U109 | 779,317 | 13,899 | SH | SOLE | 0 | 0 | 13,799 | |||
EXXON MOBIL CORP | COM | 30231G102 | 930,270 | 7,822 | SH | SOLE | 0 | 0 | 7,822 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 2,015,428 | 3,848 | SH | SOLE | 0 | 0 | 3,833 | |||
DEERE & CO | COM | 244199105 | 2,096,224 | 4,466 | SH | SOLE | 0 | 0 | 4,456 | |||
APPLE INC | COM | 037833100 | 22,428,971 | 100,972 | SH | SOLE | 0 | 0 | 100,872 | |||
DISNEY WALT CO | COM | 254687106 | 211,119 | 2,139 | SH | SOLE | 0 | 0 | 2,139 |