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
ABBVIE INC COM com 00287Y109   13,419,358 67,953 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A com 02079K305   71,145,504 428,975 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL C com 02079K107   12,037,680 72,000 SH   SOLE   0 0 0
ALTRIA GROUP INC COM com 02209S103   538,727 10,555 SH   SOLE   0 0 0
AMAZON COM INC COM com 023135106   84,293,083 452,386 SH   SOLE   0 0 0
AMERICAN EXPRESS CO COM com 025816109   12,915,115 47,622 SH   SOLE   0 0 0
APPLE INC COM com 037833100   250,611,179 1,075,584 SH   SOLE   0 0 0
ARCUTIS BIOTHERAPEUTICS INC COM com 03969K108   3,887,400 418,000 SH   SOLE   0 0 0
BANK AMERICA CORP COM com 060505104   878,595 22,142 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW com 084670702   2,439,378 5,300 SH   SOLE   0 0 0
BLACKSTONE INC COM com 09260D107   64,757,582 422,893 SH   SOLE   0 0 0
CARRIER GLOBAL CORPORATION COM com 14448C104   841,121 10,450 SH   SOLE   0 0 0
CBOE GLOBAL MKTS INC COM com 12503M108   871,927 4,256 SH   SOLE   0 0 0
CHEVRON CORP NEW COM com 166764100   842,826 5,723 SH   SOLE   0 0 0
CISCO SYS INC COM com 17275R102   416,713 7,830 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101   898,055 21,500 SH   SOLE   0 0 0
COMERICA INC COM com 200340107   6,587,883 109,963 SH   SOLE   0 0 0
CONOCOPHILLIPS COM com 20825C104   1,006,477 9,560 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM com 22160K105   16,141,756 18,208 SH   SOLE   0 0 0
DANAHER CORPORATION COM com 235851102   4,074,661 14,656 SH   SOLE   0 0 0
DEERE & CO COM com 244199105   1,172,697 2,810 SH   SOLE   0 0 0
DELL TECHNOLOGIES INC CL C com 24703L202   308,797 2,605 SH   SOLE   0 0 0
DIAGEO PLC SPON ADR NEW com 25243Q205   201,388 1,435 SH   SOLE   0 0 0
EAGLE MATLS INC COM com 26969P108   489,005 1,700 SH   SOLE   0 0 0
ELI LILLY & CO COM com 532457108   3,402,896 3,841 SH   SOLE   0 0 0
EXTRA SPACE STORAGE INC COM com 30225T102   315,333 1,750 SH   SOLE   0 0 0
EXXON MOBIL CORP COM com 30231G102   314,104 2,680 SH   SOLE   0 0 0
FERRARI N V COM com N3167Y103   1,269,297 2,700 SH   SOLE   0 0 0
FORD MTR CO COM com 345370860   198,223 18,771 SH   SOLE   0 0 0
GE AEROSPACE COM NEW com 369604301   626,086 3,320 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP COM com 369550108   7,627,438 25,240 SH   SOLE   0 0 0
GOLDMAN SACHS GROUP INC COM com 38141G104   438,674 886 SH   SOLE   0 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK com 36262G101   3,301,342 63,402 SH   SOLE   0 0 0
HCA HEALTHCARE INC COM com 40412C101   949,014 2,335 SH   SOLE   0 0 0
HOME DEPOT INC COM com 437076102   25,141,039 62,046 SH   SOLE   0 0 0
HONEYWELL INTL INC COM com 438516106   6,462,788 31,265 SH   SOLE   0 0 0
ILLINOIS TOOL WKS INC COM com 452308109   550,347 2,100 SH   SOLE   0 0 0
INTUIT COM com 461202103   454,572 732 SH   SOLE   0 0 0
INVESCO QQQ TRUST SERIES I com 46090E103   3,196,859 6,550 SH   SOLE   0 0 0
ISHARES BIOTECHNOLOGY ETF com 464287556   428,064 2,940 SH   SOLE   0 0 0
ISHARES CORE S&P MID-CAP ETF com 464287507   965,960 15,500 SH   SOLE   0 0 0
ISHARES MSCI EAFE ETF com 464287465   694,129 8,300 SH   SOLE   0 0 0
JOHNSON & JOHNSON COM com 478160104   5,465,798 33,727 SH   SOLE   0 0 0
JPMORGAN CHASE & CO. COM com 46625H100   36,253,509 171,932 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104   2,999,680 16,000 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP COM com 539830109   4,873,477 8,337 SH   SOLE   0 0 0
MARRIOTT INTL INC NEW CL A com 571903202   410,190 1,650 SH   SOLE   0 0 0
MCDONALDS CORP COM com 580135101   2,104,164 6,910 SH   SOLE   0 0 0
MERCK & CO INC COM com 58933Y105   18,052,790 158,971 SH   SOLE   0 0 0
META PLATFORMS INC CL A com 30303M102   49,264,186 86,060 SH   SOLE   0 0 0
MICROSOFT CORP COM com 594918104   67,546,638 156,976 SH   SOLE   0 0 0
MONDELEZ INTL INC CL A com 609207105   518,931 7,044 SH   SOLE   0 0 0
MOODYS CORP COM com 615369105   889,856 1,875 SH   SOLE   0 0 0
MSCI INC COM com 55354G100   230,257 395 SH   SOLE   0 0 0
NEXTERA ENERGY INC COM com 65339F101   3,425,935 40,529 SH   SOLE   0 0 0
NVIDIA CORPORATION COM com 67066G104   25,793,856 212,400 SH   SOLE   0 0 0
ORACLE CORP COM com 68389X105   4,851,288 28,470 SH   SOLE   0 0 0
PALANTIR TECHNOLOGIES INC CL A com 69608A108   660,672 17,760 SH   SOLE   0 0 0
PEPSICO INC COM com 713448108   486,267 2,860 SH   SOLE   0 0 0
PFIZER INC COM com 717081103   8,632,917 298,304 SH   SOLE   0 0 0
PHILIP MORRIS INTL INC COM com 718172109   780,238 6,427 SH   SOLE   0 0 0
PROCTER AND GAMBLE CO COM com 742718109   394,896 2,280 SH   SOLE   0 0 0
REVOLUTION MEDICINES INC COM com 76155X100   226,750 5,000 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC COM CL A com 76954A103   178,398 15,900 SH   SOLE   0 0 0
RTX CORPORATION COM com 75513E101   484,640 4,000 SH   SOLE   0 0 0
SHERWIN WILLIAMS CO COM com 824348106   5,797,186 15,189 SH   SOLE   0 0 0
SPDR S&P 500 ETF TRUST com 78462F103   490,565 855 SH   SOLE   0 0 0
STARBUCKS CORP COM com 855244109   1,115,286 11,440 SH   SOLE   0 0 0
STRYKER CORPORATION COM com 863667101   29,109,247 80,577 SH   SOLE   0 0 0
SWEETGREEN INC COM CL A com 87043Q108   412,106 11,625 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS com 874039100   799,577 4,604 SH   SOLE   0 0 0
TEXTRON INC COM com 883203101   580,022 6,548 SH   SOLE   0 0 0
TITAN INTL INC ILL COM com 88830M102   18,201,542 2,238,812 SH   SOLE   0 0 0
TJX COS INC NEW COM com 872540109   1,881,580 16,008 SH   SOLE   0 0 0
ULTA BEAUTY INC COM com 90384S303   1,659,597 4,265 SH   SOLE   0 0 0
UNION PAC CORP COM com 907818108   544,503 2,209 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629   822,358 3,117 SH   SOLE   0 0 0
VANGUARD SMALL CAP VALUE ETF com 922908611   205,800 1,025 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751   6,667,973 28,110 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MARKET ETF com 922908769   707,900 2,500 SH   SOLE   0 0 0
VILLAGE FARMS INTL INC COM com 92707Y108   535,122 575,400 SH   SOLE   0 0 0
VISA INC COM CL A com 92826C839   30,912,387 112,429 SH   SOLE   0 0 0
WHIRLPOOL CORP COM com 963320106   11,114,839 103,877 SH   SOLE   0 0 0
XPO INC COM com 983793100   34,410,511 320,068 SH   SOLE   0 0 0
ZOETIS INC CL A com 98978V103   19,007,934 97,287 SH   SOLE   0 0 0