Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	119,873	$34.47M	15.8%	$133.35	+142.4%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	49,776	$18.43M	8.4%	$355.04	+22.4%	COM	594918104
CB	CHUBB LTD SWITZ	49,597	$16.17M	7.4%	$216.32	+46.2%	COM	H1467J104
EPD	ENTERPRISE PRODS PARTNERS L	387,260	$14.65M	6.7%	$27.32	—	COM	293792107
BRK/B	BERKSHIRE HATHAWAY INC DEL	29,849	$14.3M	6.5%	$393.34	+25.5%	CL B NEW	084670702
AVGO	BROADCOM INC	36,697	$11.36M	5.2%	$155.90	+114.3%	COM	11135F101
ESLT	ELBIT SYS LTD	13,358	$11.34M	5.2%	$242.99	+187.9%	ORD	M3760D101
ET	ENERGY TRANSFER L P	510,337	$9.849M	4.5%	$14.84	—	COM UT LTD PTN	29273V100
JNJ	JOHNSON & JOHNSON	38,263	$9.353M	4.3%	$146.72	+55.3%	COM	478160104
SPY	STATE STR SPDR S&P 500 ETF T TR	9,040	$5.879M	2.7%	$499.64	—	UNIT	78462F103
MELI	MERCADOLIBRE INC	3,311	$5.725M	2.6%	$1722.27	+20.0%	COM	58733R102
MCO	MOODYS CORP	13,061	$5.698M	2.6%	$367.07	+33.4%	COM	615369105
KTOS	KRATOS DEFENSE & SEC SOLUTIO	77,948	$5.496M	2.5%	$23.84	+329.5%	COM NEW	50077B207
AAPL	APPLE INC	20,130	$5.109M	2.3%	$185.54	+41.6%	COM	037833100
TDY	TELEDYNE TECHNOLOGIES INC	7,750	$4.689M	2.1%	$426.69	+43.9%	COM	879360105
AMZN	AMAZON COM INC	21,985	$4.579M	2.1%	$205.56	+10.3%	COM	023135106
VO	VANGUARD INDEX FDS	14,472	$4.156M	1.9%	$233.76	—	MID CAP ETF	922908629
EQT	EQT CORP	61,720	$3.928M	1.8%	$53.30	+3.7%	COM	26884L109
DE	DEERE & CO	6,835	$3.85M	1.8%	$393.38	+40.2%	COM	244199105
ACGL	ARCH CAP GROUP LTD	38,954	$3.739M	1.7%	$92.55	+3.6%	ORD	G0450A105
EEM	ISHARES TR	51,420	$2.92M	1.3%	$42.37	—	MSCI EMG MKT ETF	464287234
BRK/A	BERKSHIRE HATHAWAY INC	4	$2.873M	1.3%	$616493.94	+20.1%	DEL CL A	084670108
CVX	CHEVRON CORPORATION	12,780	$2.644M	1.2%	$149.88	+14.7%	COM	166764100
V	VISA INC	6,549	$1.979M	0.9%	$338.96	-2.9%	COM CL A	92826C839
NVDA	NVIDIA CORPORATION	10,559	$1.841M	0.8%	$125.24	+49.0%	COM	67066G104
IWM	ISHARES TR	7,083	$1.757M	0.8%	$221.30	—	RUSSELL 2000 ETF	464287655
PFF	ISHARES TR	49,730	$1.508M	0.7%	$31.43	—	PFD AND INCM SEC	464288687
VST	VISTRA CORP	8,257	$1.241M	0.6%	$150.71	+8.3%	COM	92840M102
HON	HONEYWELL INTL INC	4,497	$1.016M	0.5%	$225.93	0.0%	COM	438516106
INTC	INTEL CORP	16,929	$747K	0.3%	$46.43	0.0%	COM	458140100
DIA	STATE STR SPDR DOW JONES IND	1,568	$726K	0.3%	$387.35	—	UT SER 1	78467X109
XOM	EXXON MOBIL CORP	4,137	$702K	0.3%	$116.05	+19.5%	COM	30231G102
IVV	ISHARES TR CORE	717	$468K	0.2%	$513.54	—	S&P500 ETF	464287200
SCCO	SOUTHERN COPPER CORP	2,706	$466K	0.2%	$187.35	0.0%	COM	84265V105
BAC	BANK AMERICA CORP	8,706	$424K	0.2%	$32.94	+62.9%	COM	060505104
GOOG	ALPHABET INC	1,422	$408K	0.2%	$182.46	+77.4%	CAP STK CL C	02079K107
DVY	ISHARES TR	2,345	$355K	0.2%	$114.65	—	SELECT DIVID ETF	464287168
ENB	ENBRIDGE INC	6,547	$354K	0.2%	$32.36	+50.1%	COM	29250N105
PLTR	PALANTIR TECHNOLOGIES INC	2,130	$312K	0.1%	$120.05	+28.4%	CL A	69608A108
TSLA	TESLA INC	811	$301K	0.1%	$236.73	+79.9%	COM	88160R101
JPM	JPMORGAN CHASE & CO	965	$284K	0.1%	$309.53	+0.6%	COM	46625H100
UNH	UNITEDHEALTH GROUP INC	1,020	$276K	0.1%	$508.81	-39.3%	COM	91324P102
SPLV	INVESCO EXCH TRADED FD TR II	3,650	$267K	0.1%	$72.82	—	S&P500 LOW VOL	46138E354
RSP	INVESCO EXCHANGE TRADED FD T	1,319	$253K	0.1%	$158.74	—	S&P500 EQL WGT	46137V357
VOO	VANGUARD INDEX FDS S&P 500 ETF	412	$246K	0.1%	$569.89	—	SHS	922908363
AMAT	APPLIED MATLS INC	700	$239K	0.1%	$326.57	0.0%	COM	038222105
IJH	ISHARES TR CORE	3,480	$235K	0.1%	$58.53	—	S&P MCP ETF	464287507
ACWX	ISHARES TR	3,430	$235K	0.1%	$65.01	—	MSCI ACWI EX US	464288240
AXP	AMERICAN EXPRESS CO	722	$218K	0.1%	$287.41	+23.9%	COM	025816109
IWF	ISHARES TR	505	$215K	0.1%	$424.58	—	RUS 1000 GRW ETF	464287614
META	META PLATFORMS INC	358	$205K	0.1%	$645.30	+1.6%	CL A	30303M102
NEE	NEXTERA ENERGY INC	2,188	$203K	0.1%	$87.17	0.0%	COM	65339F101