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
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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
AbbVie Inc. COM 00287y109   14,614,812 82,244 SH   SOLE   82,244 0 0
Abbott Laboratories COM 002824100   13,102,984 115,842 SH   SOLE   115,842 0 0
Adobe Systems COM 00724F101   13,520,910 30,405 SH   SOLE   30,405 0 0
Allstate COM 020002101   231,348 1,200 SH   SOLE   1,200 0 0
Alphabet Class-C Share COM 02079K107   239,763 1,259 SH   SOLE   1,259 0 0
Alphabet Inc. Class A COM 02079k305   29,511,171 155,896 SH   SOLE   155,896 0 0
Amazon.Com Inc. COM 023135106   32,600,477 148,596 SH   SOLE   148,596 0 0
American Tower Corp. COM 03027X100   1,372,823 7,485 SH   SOLE   7,485 0 0
Apple Inc. COM 037833100   33,000,838 131,781 SH   SOLE   131,781 0 0
Applied Materials Inc. COM 038222105   15,776,345 97,007 SH   SOLE   97,007 0 0
Bank Of America Corp. COM 060505104   12,100,359 275,321 SH   SOLE   275,321 0 0
Berkshire Hathaway Inc. Cl B COM 084670702   14,985,890 33,061 SH   SOLE   33,061 0 0
Booking Holdings Inc. COM 09857L108   22,131,851 4,454 SH   SOLE   4,454 0 0
Broadcom Inc COM 11135F101   31,971,935 137,905 SH   SOLE   137,905 0 0
Capital One Financial COM 14040h105   13,971,122 78,348 SH   SOLE   78,348 0 0
Caterpillar Inc Del COM 149123101   20,596,269 56,776 SH   SOLE   56,776 0 0
Chevron Corp. COM 166764100   12,146,371 83,860 SH   SOLE   83,860 0 0
Chubb Limited COM h1467j104   13,424,080 48,585 SH   SOLE   48,585 0 0
Cisco Systems COM 17275R102   19,317,175 326,303 SH   SOLE   326,303 0 0
Constellation Brands Inc-A COM 21036p108   6,548,470 29,631 SH   SOLE   29,631 0 0
Crowdstrike Hldgs COM 22788C105   11,648,153 34,043 SH   SOLE   34,043 0 0
Delta Air Lines COM 247361702   15,772,965 260,710 SH   SOLE   260,710 0 0
Duke Energy Corp. COM 26441c204   9,008,174 83,610 SH   SOLE   83,610 0 0
Eaton Corp. COM G29183103   20,955,867 63,144 SH   SOLE   63,144 0 0
Eli Lilly & Co COM 532457108   9,522,633 12,335 SH   SOLE   12,335 0 0
Emcor Group Inc. COM 29084q100   14,384,093 31,690 SH   SOLE   31,690 0 0
Equinix Inc COM 29444u700   10,855,519 11,513 SH   SOLE   11,513 0 0
Evercore Inc. COM 29977a105   16,245,241 58,606 SH   SOLE   58,606 0 0
Exxon Mobil Corp. COM 30231g102   228,984 2,128 SH   SOLE   2,128 0 0
First Citizens BancShares Inc COM 31946M103   211,293 100 SH   SOLE   100 0 0
First Energy Corp. COM 337932107   11,884,560 298,757 SH   SOLE   298,757 0 0
Fiserv Inc. COM 337738108   16,494,096 80,294 SH   SOLE   80,294 0 0
Freeport McMoran Copper & Gold COM 35671D857   6,418,422 168,551 SH   SOLE   168,551 0 0
General Motors COM 37045v100   9,901,310 185,870 SH   SOLE   185,870 0 0
Home Depot Inc. COM 437076102   19,818,761 50,949 SH   SOLE   50,949 0 0
J. P. Morgan COM 46625H100   20,436,528 85,255 SH   SOLE   85,255 0 0
Jabil Circuit, Inc. COM 466313103   23,695,379 164,665 SH   SOLE   164,665 0 0
Lam Research COM 512807306   3,493,042 48,360 SH   SOLE   48,360 0 0
Lowe's Companies Inc. COM 548661107   657,722 2,665 SH   SOLE   2,665 0 0
Marathon Pete Corp. COM 56585a102   11,448,616 82,068 SH   SOLE   82,068 0 0
Merck & Co. COM 58933y105   13,810,554 138,827 SH   SOLE   138,827 0 0
Meta Platforms Inc. COM 30303M102   25,679,895 43,859 SH   SOLE   43,859 0 0
Microsoft Corp. COM 594918104   29,351,396 69,635 SH   SOLE   69,635 0 0
NVIDIA Corp. COM 67066g104   35,985,575 267,969 SH   SOLE   267,969 0 0
NVR Inc. COM 62944T105   212,651 26 SH   SOLE   26 0 0
Netflix Inc COM 64110l106   22,865,929 25,654 SH   SOLE   25,654 0 0
Nucor Corp. COM 670346105   503,603 4,315 SH   SOLE   4,315 0 0
O'Reilly Automotive Inc. COM 67103H107   1,005,558 848 SH   SOLE   848 0 0
Omnicom Group Inc. COM 681919106   805,249 9,383 SH   SOLE   9,383 0 0
Pepsico Inc. COM 713448108   10,519,296 69,178 SH   SOLE   69,178 0 0
Phillips 66 COM 718546104   10,684,543 93,781 SH   SOLE   93,781 0 0
Procter & Gamble COM 742718109   12,205,187 72,801 SH   SOLE   72,801 0 0
Prologis Inc COM 74340w103   6,591,600 62,361 SH   SOLE   62,361 0 0
Qualcomm Inc. COM 747525103   11,556,182 75,225 SH   SOLE   75,225 0 0
SalesForce Inc. COM 79466L302   22,501,754 67,304 SH   SOLE   67,304 0 0
Seagate Technology Holdings COM G7997r103   12,541,205 145,304 SH   SOLE   145,304 0 0
Sherwin-Williams Co. COM 824348106   13,367,213 39,323 SH   SOLE   39,323 0 0
Simon PPTY Group COM 828806109   2,311,919 13,425 SH   SOLE   13,425 0 0
Southern Company COM 842587107   11,559,332 140,419 SH   SOLE   140,419 0 0
Standard & Poors Depository Re COM 78462F103   458,223 779 SH   SOLE   779 0 0
TJX Cos. Inc. COM 872540109   4,676,555 38,710 SH   SOLE   38,710 0 0
Tesla Inc. COM 88160r101   11,717,014 29,014 SH   SOLE   29,014 0 0
Thermo Fisher Scientific COM 883556102   16,606,282 31,921 SH   SOLE   31,921 0 0
Tyson Foods, Inc. COM 902494103   286,453 4,987 SH   SOLE   4,987 0 0
UnitedHealth Group Inc. COM 91324P102   16,362,955 32,346 SH   SOLE   32,346 0 0
Vertex Pharmctls Inc. COM 92532f100   8,940,745 22,202 SH   SOLE   22,202 0 0
Visa Inc. COM 92826c839   16,920,575 53,539 SH   SOLE   53,539 0 0
Wal Mart Stores COM 931142103   18,159,128 200,986 SH   SOLE   200,986 0 0
Walt Disney Co. COM 254687106   10,697,900 96,074 SH   SOLE   96,074 0 0
iShares Bitcoin Trust ETF COM 46438F101   743,541 13,885 SH   SOLE   13,885 0 0
Bank of America Pfd PFD 06055H400   194,200 10,000 SH   SOLE   10,000 0 0
Public Storage Pfd PFD 74460w594   235,800 12,000 SH   SOLE   12,000 0 0
US Bancorp Pfd PFD 902973718   212,040 12,000 SH   SOLE   12,000 0 0
Invesco Gold & Special Mnrls MMF 00143N750   313,022 12,246 SH   SOLE   12,246 0 0
Schwab US Trsy Fd MMF 808515548   10,166 10,166 SH   SOLE   10,166 0 0