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 | 14,120,571 | 75,791 | SH | SOLE | 0 | 0 | 75,791 | |||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 658,534 | 1,349 | SH | SOLE | 0 | 0 | 1,349 | |||
VULCAN MATLS CO | COM | 929160109 | 2,786,905 | 11,129 | SH | SOLE | 0 | 0 | 11,129 | |||
JOHNSON & JOHNSON | COM | 478160104 | 2,585,766 | 15,954 | SH | SOLE | 0 | 0 | 15,954 | |||
WASTE MGMT INC DEL | COM | 94106L109 | 1,121,676 | 5,403 | SH | SOLE | 0 | 0 | 5,388 | |||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,780,132 | 2,008 | SH | SOLE | 0 | 0 | 2,008 | |||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 271,320 | 548 | SH | SOLE | 0 | 0 | 548 | |||
PROCTER AND GAMBLE CO | COM | 742718109 | 541,596 | 3,127 | SH | SOLE | 0 | 0 | 3,127 | |||
COCA COLA CO | COM | 191216100 | 209,903 | 2,921 | SH | SOLE | 0 | 0 | 2,921 | |||
UNITED PARCEL SERVICE INC | CL B NEW | 911312106 | 1,640,716 | 12,036 | SH | SOLE | 0 | 0 | 11,986 | |||
MARRIOTT INTL INC NEW | CL A | 571903202 | 367,182 | 1,477 | SH | SOLE | 0 | 0 | 1,477 | |||
MEDICAL PPTYS TRUST INC | COM | 58463J304 | 343,441 | 58,707 | SH | SOLE | 0 | 0 | 58,707 | |||
THE TRADE DESK INC | COM CL A | 88339J105 | 9,080,993 | 82,832 | SH | SOLE | 0 | 0 | 82,832 | |||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 203,446 | 412 | SH | SOLE | 0 | 0 | 412 | |||
PEPSICO INC | COM | 713448108 | 1,222,830 | 7,191 | SH | SOLE | 0 | 0 | 7,191 | |||
HOME DEPOT INC | COM | 437076102 | 5,667,938 | 13,988 | SH | SOLE | 0 | 0 | 13,988 | |||
SOUTHERN CO | COM | 842587107 | 1,100,106 | 12,199 | SH | SOLE | 0 | 0 | 12,199 | |||
LABCORP HOLDINGS INC | COM SHS | 504922105 | 363,636 | 1,625 | SH | SOLE | 0 | 0 | 1,625 | |||
OLD NATL BANCORP IND | COM | 680033107 | 456,983 | 24,490 | SH | SOLE | 0 | 0 | 24,490 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 3,702,331 | 8,044 | SH | SOLE | 0 | 0 | 8,044 | |||
ALPHABET INC CAP STK | CL A | 02079K305 | 10,499,635 | 63,311 | SH | SOLE | 0 | 0 | 63,286 | |||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 2,063,582 | 8,008 | SH | SOLE | 0 | 0 | 8,008 | |||
CSX CORP | COM | 126408103 | 1,614,090 | 46,745 | SH | SOLE | 0 | 0 | 46,745 | |||
MICROSOFT CORP | COM | 594918104 | 6,491,050 | 15,088 | SH | SOLE | 0 | 0 | 15,088 | |||
VALERO ENERGY CORP | COM | 91913Y100 | 989,905 | 7,331 | SH | SOLE | 0 | 0 | 7,331 | |||
NEXTERA ENERGY INC | COM | 65339F101 | 836,086 | 9,891 | SH | SOLE | 0 | 0 | 9,891 | |||
NIKE INC | CL B | 654106103 | 293,488 | 3,320 | SH | SOLE | 0 | 0 | 3,320 | |||
TESLA INC | COM | 88160R101 | 1,089,427 | 4,164 | SH | SOLE | 0 | 0 | 4,149 | |||
LINDE PLC | SHS | G54950103 | 646,622 | 1,356 | SH | SOLE | 0 | 0 | 1,356 | |||
WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 819,436 | 3,955 | SH | SOLE | 0 | 0 | 3,955 | |||
UBER TECHNOLOGIES INC | COM | 90353T100 | 468,998 | 6,240 | SH | SOLE | 0 | 0 | 6,240 | |||
FASTLY INC | CL A | 31188V100 | 86,298 | 11,400 | SH | SOLE | 0 | 0 | 11,400 | |||
TWILIO INC | CL A | 90138F102 | 597,480 | 9,161 | SH | SOLE | 0 | 0 | 9,161 | |||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 741,840 | 6,434 | SH | SOLE | 0 | 0 | 6,434 | |||
ONDAS HLDGS INC | COM NEW | 68236H204 | 83,625 | 108,463 | SH | SOLE | 0 | 0 | 108,463 | |||
AIRBNB INC | COM CL A | 009066101 | 1,308,854 | 10,324 | SH | SOLE | 0 | 0 | 10,324 | |||
VISA INC | COM CL A | 92826C839 | 6,819,716 | 24,803 | SH | SOLE | 0 | 0 | 24,703 | |||
ALIGHT INC | COM CL A | 01626W101 | 1,544,750 | 208,750 | SH | SOLE | 0 | 0 | 208,750 | |||
MID-AMER APT CMNTYS INC | COM | 59522J103 | 415,327 | 2,613 | SH | SOLE | 0 | 0 | 2,613 | |||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 3,677,189 | 15,811 | SH | SOLE | 0 | 0 | 15,811 | |||
NVIDIA CORPORATION | COM | 67066G104 | 16,037,388 | 132,067 | SH | SOLE | 0 | 0 | 131,967 | |||
MCDONALDS CORP | COM | 580135101 | 2,610,936 | 8,575 | SH | SOLE | 0 | 0 | 8,550 | |||
SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 | 212,046 | 4,119 | SH | SOLE | 0 | 0 | 4,119 | |||
ISHARES BITCOIN TRUST ETF | SHS | 46438F101 | 717,867 | 19,869 | SH | SOLE | 0 | 0 | 19,819 | |||
SALESFORCE INC | COM | 79466L302 | 688,107 | 2,514 | SH | SOLE | 0 | 0 | 2,514 | |||
JPMORGAN CHASE & CO. | COM | 46625H100 | 5,435,549 | 25,778 | SH | SOLE | 0 | 0 | 25,778 | |||
CHEVRON CORP NEW | COM | 166764100 | 1,188,911 | 8,073 | SH | SOLE | 0 | 0 | 8,073 | |||
BANK AMERICA CORP | COM | 060505104 | 4,322,968 | 108,934 | SH | SOLE | 0 | 0 | 108,934 | |||
WALMART INC | COM | 931142103 | 304,024 | 3,765 | SH | SOLE | 0 | 0 | 3,765 | |||
CATERPILLAR INC | COM | 149123101 | 268,699 | 687 | SH | SOLE | 0 | 0 | 687 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 2,497,819 | 14,940 | SH | SOLE | 0 | 0 | 14,940 | |||
AMGEN INC | COM | 031162100 | 1,084,226 | 3,364 | SH | SOLE | 0 | 0 | 3,364 | |||
DOMINION ENERGY INC | COM | 25746U109 | 792,359 | 13,711 | SH | SOLE | 0 | 0 | 13,711 | |||
EXXON MOBIL CORP | COM | 30231G102 | 942,332 | 8,039 | SH | SOLE | 0 | 0 | 8,039 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 2,228,258 | 3,811 | SH | SOLE | 0 | 0 | 3,796 | |||
DEERE & CO | COM | 244199105 | 2,030,349 | 4,866 | SH | SOLE | 0 | 0 | 4,856 | |||
APPLE INC | COM | 037833100 | 23,879,401 | 102,489 | SH | SOLE | 0 | 0 | 102,389 | |||
DISNEY WALT CO | COM | 254687106 | 226,720 | 2,357 | SH | SOLE | 0 | 0 | 2,357 |