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
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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 Stock 023135106   10,767,308 82,597 SH   SOLE 0 81,866 0 730
STARBUCKS CORP COM Stock 855244109   16,342,008 164,971 SH   SOLE 0 164,925 0 45
JOHNSON & JOHNSON COM Stock 478160104   23,276,795 140,628 SH   SOLE 0 140,171 0 457
COSTCO WHSL CORP NEW COM Stock 22160K105   12,078,555 22,435 SH   SOLE 0 22,372 0 63
HCA HEALTHCARE INC COM Stock 40412C101   1,722,249 5,675 SH   SOLE 0 5,675 0 0
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF ETF 78468R739   288,981 6,142 SH   SOLE 0 6,057 0 85
COCA COLA CO COM Stock 191216100   11,057,777 183,623 SH   SOLE 0 183,533 0 90
UNITED PARCEL SERVICE INC CL B Stock 911312106   10,098,882 56,339 SH   SOLE 0 56,148 0 191
INTEL CORP COM Stock 458140100   16,305,591 487,607 SH   SOLE 0 486,113 0 1,494
VAIL RESORTS INC COM Stock 91879Q109   344,911 1,370 SH   SOLE 0 1,370 0 0
CLOROX CO DEL COM Stock 189054109   300,268 1,888 SH   SOLE 0 1,888 0 0
NETFLIX INC COM Stock 64110L106   13,671,048 31,036 SH   SOLE 0 30,953 0 83
PROLOGIS INC. COM REIT 74340W103   207,858 1,695 SH   SOLE 0 1,695 0 0
MERCK & CO INC COM Stock 58933Y105   26,177,766 226,863 SH   SOLE 0 226,768 0 95
SPDR S&P 500 ETF TRUST ETF 78462F103   599,315 1,352 SH   SOLE 0 1,316 0 36
FB FINL CORP COM Stock 30257X104   327,063 11,660 SH   SOLE 0 11,660 0 0
NATIONAL HEALTH INVS INC COM REIT 63633D104   317,141 6,050 SH   SOLE 0 6,050 0 0
HOSTESS BRANDS INC CL A Stock 44109J106   4,510,252 178,130 SH   SOLE 0 178,130 0 0
CORNING INC COM Stock 219350105   18,421,853 525,738 SH   SOLE 0 523,614 0 2,123
VERIZON COMMUNICATIONS INC COM Stock 92343V104   8,462,964 227,560 SH   SOLE 0 226,233 0 1,327
SNAP ON INC COM Stock 833034101   12,324,312 42,765 SH   SOLE 0 42,749 0 15
PEPSICO INC COM Stock 713448108   21,530,462 116,243 SH   SOLE 0 116,202 0 40
HONEYWELL INTL INC COM Stock 438516106   12,040,509 58,027 SH   SOLE 0 57,991 0 35
HOME DEPOT INC COM Stock 437076102   10,839,728 34,895 SH   SOLE 0 34,869 0 25
DAVIS SELECT U.S. EQUITY ETF ETF 23908L207   1,628,246 50,816 SH   SOLE 0 49,771 0 1,045
SOUTHERN CO COM Stock 842587107   1,391,442 19,807 SH   SOLE 0 18,873 0 934
REGIONS FINANCIAL CORP NEW COM Stock 7591EP100   582,857 32,708 SH   SOLE 0 32,708 0 0
LUMEN TECHNOLOGIES INC COM Stock 550241103   7,037,729 3,114,039 SH   SOLE 0 3,113,254 0 785
LUMEN TECHNOLOGIES INC COM Stock 550241103   226 100,000 SH Call SOLE 0 100,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   42,413,239 124,379 SH   SOLE 0 124,111 0 268
GENERAC HLDGS INC COM Stock 368736104   2,361,324 15,834 SH   SOLE 0 15,814 0 20
MICROSOFT CORP COM Stock 594918104   35,545,358 104,379 SH   SOLE 0 104,063 0 316
FIRST HORIZON CORPORATION COM Stock 320517105   146,352 12,986 SH   SOLE 0 12,986 0 0
CVS HEALTH CORP COM Stock 126650100   21,695,974 313,843 SH   SOLE 0 313,371 0 472
I3 VERTICALS INC COM CL A Stock 46571Y107   246,797 10,796 SH   SOLE 0 10,796 0 0
TILRAY BRANDS INC COM Stock 88688T100   145,080 93,000 SH   SOLE 0 93,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108   1,035,620 2 SH   SOLE 0 2 0 0
DOW INC COM Stock 260557103   20,055,925 376,566 SH   SOLE 0 375,541 0 1,025
VANGUARD S&P 500 ETF ETF 922908363   645,645 1,585 SH   SOLE 0 1,585 0 0
FIFTH THIRD BANCORP COM Stock 316773100   318,032 12,134 SH   SOLE 0 12,134 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   258,132 539 SH   SOLE 0 539 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   2,286,350 15,279 SH   SOLE 0 15,248 0 31
DUKE ENERGY CORP NEW COM NEW Stock 26441C204   213,671 2,381 SH   SOLE 0 2,381 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104   4,813,129 96,824 SH   SOLE 0 96,397 0 427
ENCOMPASS HEALTH CORP COM Stock 29261A100   214,708 3,171 SH   SOLE 0 3,171 0 0
SONY GROUP CORP SPONSORED ADR ADR 835699307   8,521,746 94,644 SH   SOLE 0 94,584 0 60
HIMAX TECHNOLOGIES INC SPONSORED ADR ADR 43289P106   4,847,047 718,081 SH   SOLE 0 717,776 0 305
ISHARES SELECT DIVIDEND ETF ETF 464287168   654,167 5,774 SH   SOLE 0 5,773 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108   8,256,615 538,592 SH   SOLE 0 536,233 0 2,359
MASTEC INC COM Stock 576323109   9,893,554 83,865 SH   SOLE 0 83,835 0 30
ULTRA CLEAN HLDGS INC COM Stock 90385V107   8,005,911 208,162 SH   SOLE 0 208,019 0 143
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   5,572,060 76,729 SH   SOLE 0 75,801 0 928
TRACTOR SUPPLY CO COM Stock 892356106   8,567,136 38,748 SH   SOLE 0 38,732 0 15
ORGANON & CO COMMON STOCK Stock 68622V106   2,449,515 117,709 SH   SOLE 0 117,708 0 0
HERSHEY CO COM Stock 427866108   15,464,420 61,932 SH   SOLE 0 61,887 0 45
CAPITAL GROUP GROWTH ETF ETF 14020G101   1,909,331 75,677 SH   SOLE 0 74,922 0 755
CAPITAL GROUP DIVIDEND VALUE ETF ETF 14020W106   789,271 29,189 SH   SOLE 0 28,974 0 215
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF ETF 14019W109   302,891 12,878 SH   SOLE 0 12,878 0 0
CAPITAL GROUP CORE EQUITY ETF ETF 14020V108   329,808 12,843 SH   SOLE 0 12,476 0 367
D R HORTON INC COM Stock 23331A109   24,247,706 199,258 SH   SOLE 0 198,546 0 712
HEXCEL CORP NEW COM Stock 428291108   796,690 10,480 SH   SOLE 0 10,480 0 0
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107   4,738,161 58,323 SH   SOLE 0 58,310 0 13
ISHARES SHORT TREASURY BOND ETF ETF 464288679   1,668,679 15,108 SH   SOLE 0 14,907 0 201
ABBVIE INC COM Stock 00287Y109   388,427 2,883 SH   SOLE 0 2,883 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   10,544,828 104,487 SH   SOLE 0 104,452 0 35
VERISIGN INC COM Stock 92343E102   1,129,624 4,999 SH   SOLE 0 4,999 0 0
STRYKER CORPORATION COM Stock 863667101   11,832,991 38,785 SH   SOLE 0 38,765 0 20
MCDONALDS CORP COM Stock 580135101   851,961 2,855 SH   SOLE 0 2,855 0 0
CISCO SYS INC COM Stock 17275R102   25,703,116 496,775 SH   SOLE 0 495,879 0 895
AT&T INC COM Stock 00206R102   305,730 19,168 SH   SOLE 0 19,168 0 0
HENRY SCHEIN INC COM Stock 806407102   405,500 5,000 SH   SOLE 0 5,000 0 0
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF ETF 808524771   264,636 4,597 SH   SOLE 0 4,596 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301   17,092,139 155,595 SH   SOLE 0 155,554 0 41
ISHARES CORE S&P 500 ETF ETF 464287200   2,504,890 5,620 SH   SOLE 0 5,620 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   930,089 6,395 SH   SOLE 0 6,395 0 0
CHEVRON CORP NEW COM Stock 166764100   26,821,896 170,460 SH   SOLE 0 170,039 0 421
CAMPBELL SOUP CO COM Stock 134429109   12,313,525 269,384 SH   SOLE 0 267,487 0 1,896
BANK AMERICA CORP COM Stock 060505104   21,776,649 759,033 SH   SOLE 0 754,825 0 4,207
WALMART INC COM Stock 931142103   444,933 2,831 SH   SOLE 0 2,830 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   21,606,607 161,472 SH   SOLE 0 160,788 0 684
RTX CORPORATION COM Stock 75513E101   20,417,433 208,426 SH   SOLE 0 207,834 0 592
TARGET CORP COM Stock 87612E106   11,072,741 83,948 SH   SOLE 0 83,308 0 640
3M CO COM Stock 88579Y101   409,368 4,090 SH   SOLE 0 4,090 0 0
GILEAD SCIENCES INC COM Stock 375558103   21,258,092 275,828 SH   SOLE 0 275,758 0 70
CATERPILLAR INC COM Stock 149123101   287,632 1,169 SH   SOLE 0 1,169 0 0
AMERICAN EXPRESS CO COM Stock 025816109   273,668 1,571 SH   SOLE 0 1,571 0 0
AMGEN INC COM Stock 031162100   6,495,426 29,256 SH   SOLE 0 29,149 0 107
WILLIAMS COS INC COM Stock 969457100   30,080,665 921,871 SH   SOLE 0 918,417 0 3,454
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   425,404 2,619 SH   SOLE 0 2,559 0 60
EQUINIX INC COM REIT 29444U700   17,363,676 22,149 SH   SOLE 0 22,139 0 10
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   816,194 12,763 SH   SOLE 0 12,763 0 0
EXXON MOBIL CORP COM Stock 30231G102   2,029,385 18,922 SH   SOLE 0 18,922 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   265,313 552 SH   SOLE 0 552 0 0
LOWES COS INC COM Stock 548661107   469,907 2,082 SH   SOLE 0 2,082 0 0
DEVON ENERGY CORP NEW COM Stock 25179M103   13,735,618 284,146 SH   SOLE 0 283,736 0 410
WESTROCK CO COM Stock 96145D105   5,795,689 199,370 SH   SOLE 0 199,300 0 70
CROWN CASTLE INC COM REIT 22822V101   3,555,130 31,202 SH   SOLE 0 31,004 0 197
ISHARES CORE S&P MID-CAP ETF ETF 464287507   331,034 1,266 SH   SOLE 0 1,266 0 0
APPLE INC COM Stock 037833100   38,046,943 196,149 SH   SOLE 0 195,461 0 687
ABBOTT LABS COM Stock 002824100   264,046 2,422 SH   SOLE 0 2,422 0 0
MADISON SQUARE GRDN SPRT CORP CL A Stock 55825T103   300,880 1,600 SH   SOLE 0 1,600 0 0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663   9,161,983 99,782 SH   SOLE 0 99,017 0 765