| BRK.B Berkshire Hathaway Inc. Class B | 13.44% | 73,866 | $36.8M | Add +4.3% |
| AMZN Amazon.com Inc. | 10.52% | 131,302 | $28.8M | Reduce -0.5% |
| AAPL Apple Inc. | 6.33% | 67,227 | $17.3M | Add +0.0% |
| DINO HF Sinclair Corp. | 4.79% | 253,829 | $13.1M | Add +0.2% |
| CASY Casey's General Stores Inc. | 4.31% | 20,797 | $11.8M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.01% | 77,663 | $11.0M | Reduce -0.0% |
| MSFT Microsoft Corp. | 3.76% | 19,936 | $10.3M | Reduce -0.4% |
| CHRD Chord Energy Corp. | 3.75% | 103,659 | $10.3M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 3.64% | 40,655 | $10.0M | Reduce -1.9% |
| RSPG Invesco S&P 500 Equal Weight | 3.23% | 111,692 | $8.9M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 2.35% | 26,090 | $6.4M | Reduce -1.4% |
| KMI Kinder Morgan Inc. | 2.20% | 211,406 | $6.0M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.19% | 8 | $6.0M | No change |
| GLD SPDR Gold Shares | 2.02% | 15,441 | $5.5M | Reduce -3.8% |
| CSCO Cisco Systems Inc. | 1.76% | 70,969 | $4.8M | Reduce -0.2% |
| NVDA Nvidia Corp. | 1.57% | 22,906 | $4.3M | Add +0.3% |
| BWXT BWX Technologies Inc. | 1.55% | 22,714 | $4.2M | Reduce -2.5% |
| UPS United Parcel Service Class B | 1.52% | 47,897 | $4.2M | Add +10.2% |
| WMT Walmart Inc. | 1.43% | 38,419 | $3.9M | Add +0.4% |
| TOST Toast Inc. Class A | 1.43% | 106,934 | $3.9M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 1.26% | 50,038 | $3.5M | Add +3.6% |
| KHC The Kraft Heinz Co. | 1.14% | 119,485 | $3.1M | Add +13.6% |
| PPL PPL Corp. | 1.04% | 77,762 | $2.9M | Add +0.1% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.91% | 30,569 | $2.5M | Add +192.9% |
| SHOP Shopify Inc. Class A | 0.90% | 15,238 | $2.5M | Reduce -0.1% |
| DVN Devon Energy Corp. | 0.75% | 59,377 | $2.1M | Add +6.7% |
| SYM Symbotic Inc. | 0.66% | 28,638 | $1.8M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.65% | 4,173 | $1.8M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 0.63% | 2,790 | $1.7M | Add +0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.62% | 16,234 | $1.7M | Reduce -0.0% |
| COST Costco Wholesale Corp. | 0.61% | 1,839 | $1.7M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.60% | 5,656 | $1.6M | Reduce -3.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.54% | 13,316 | $1.5M | Reduce -3.1% |
| NEE Nextera Energy Inc. | 0.49% | 16,836 | $1.3M | Add +10.4% |
| MPC Marathon Petroleum Corp. | 0.49% | 6,898 | $1.3M | Add +0.3% |
| SUB iShares Short-Term National | 0.48% | 12,206 | $1.3M | Add +0.4% |
| OKE Oneok Inc. | 0.46% | 17,263 | $1.3M | Reduce -3.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.45% | 13,839 | $1.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 23,664 | $1.2M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.42% | 3,751 | $1.2M | Add +0.2% |
| NUE Nucor Corp. | 0.42% | 8,398 | $1.2M | Add +0.1% |
| SFM Sprouts Farmers Market Inc. | 0.37% | 9,613 | $1.0M | Reduce -0.4% |
| SNOW Snowflake Inc. | 0.36% | 4,179 | $982K | Add +0.1% |
| CART Maplebear Inc. | 0.27% | 19,029 | $727K | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.26% | 6,385 | $723K | Add +2.1% |
| T AT&T Inc. | 0.26% | 25,869 | $700K | Add +1.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.25% | 7,239 | $689K | Add +0.3% |
| S Sentinelone Inc. Class A | 0.24% | 36,622 | $657K | New |
| VZ Verizon Communications Inc. | 0.24% | 14,919 | $652K | Add +9.2% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 3,713 | $643K | Add +82.3% |
| ORCL Oracle Corp. | 0.23% | 2,182 | $624K | Add +0.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.22% | 6,718 | $615K | Add +0.4% |
| PSX Phillips 66 | 0.22% | 4,578 | $609K | Add +0.6% |
| PG The Procter & Gamble Co. | 0.21% | 3,859 | $588K | Add +1.2% |
| QCOM Qualcomm Inc. | 0.20% | 3,178 | $538K | Add +1.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.19% | 33,295 | $510K | Reduce -15.9% |
| VYM Vanguard High DVD Yield ETF | 0.18% | 3,444 | $488K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.18% | 579 | $486K | No change |
| RDDT Reddit Inc. Class A | 0.18% | 2,346 | $486K | Add +0.7% |
| JNJ Johnson & Johnson | 0.17% | 2,517 | $475K | Add +1.0% |
| V Visa Inc. Class A | 0.17% | 1,347 | $471K | Add +0.1% |
| UNP Union Pacific Corp. | 0.17% | 1,966 | $465K | Reduce -0.9% |
| SHEL Shell PLC-ADR | 0.17% | 6,259 | $458K | Add +0.7% |
| JD Jd.com Inc.-ADR | 0.16% | 12,744 | $451K | Add +21.7% |
| MCD McDonald's Corp. | 0.16% | 1,484 | $447K | No change |
| CVX Chevron Corp. | 0.16% | 2,864 | $440K | Add +8.2% |
| ANET Arista Networks Inc. | 0.16% | 3,012 | $438K | No change |
| CAH Cardinal Health Inc. | 0.15% | 2,655 | $410K | Add +0.2% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 4,006 | $402K | Add +0.7% |
| KO The Coca-Cola Co. | 0.14% | 5,834 | $389K | Add +0.7% |
| PEP Pepsico Inc. | 0.14% | 2,704 | $384K | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 1,313 | $384K | Add +31.0% |
| VLO Valero Energy Corp. | 0.14% | 2,380 | $382K | Add +0.5% |
| HPS John Hancock Prefer Inc. III | 0.14% | 24,292 | $378K | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 3,360 | $378K | Reduce -2.8% |
| LOW Lowe's Cos Inc. | 0.14% | 1,515 | $373K | Add +0.3% |
| EPD Enterprise Products Partners | 0.14% | 11,747 | $372K | Add +0.1% |
| RGA Reinsurance Group of America | 0.13% | 1,761 | $348K | Add +0.1% |
| WISE Themes Generat Artif Intel | 0.13% | 7,588 | $346K | Reduce -0.4% |
| SCHO Schwab Short-Term US Treas | 0.12% | 13,943 | $340K | Add +0.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.12% | 3,120 | $334K | No change |
| SMCI Super Micro Computer Inc. | 0.12% | 6,350 | $330K | Add +9.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.12% | 6,393 | $327K | Reduce -0.1% |
| MO Altria Group Inc. | 0.12% | 4,955 | $326K | Add +6.8% |
| GRMN Garmin Ltd. | 0.11% | 1,160 | $298K | Add +0.3% |
| DUK Duke Energy Corp. | 0.11% | 2,380 | $294K | Add +0.6% |
| SUZ Suzano SA - Spon ADR | 0.10% | 29,899 | $285K | Reduce -34.3% |
| DG Dollar General Corp. | 0.10% | 2,810 | $282K | Reduce -2.5% |
| SLV iShares Silver Trust | 0.10% | 6,274 | $273K | Add +1.4% |
| PAA Plains All Amer Pipeline LP | 0.10% | 15,968 | $269K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.09% | 3,104 | $257K | Add +0.2% |
| BABA Alibaba Group Holding-SP ADR | 0.09% | 1,357 | $255K | New |
| SCHW Schwab (charles) Corp. | 0.09% | 2,645 | $249K | Add +0.2% |
| NFLX Netflix Inc. | 0.09% | 215 | $248K | No change |
| GIS General Mills Inc. | 0.09% | 4,830 | $243K | Add +15.4% |
| MRK Merck & Co. Inc. | 0.09% | 2,687 | $240K | Reduce -0.8% |
| STX Seagate Technology Holdings | 0.09% | 947 | $239K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 507 | $237K | Add +0.4% |
| PFF iShares Preferred & Income S | 0.09% | 7,398 | $235K | Add +0.9% |
| SBUX Starbucks Corp. | 0.08% | 2,666 | $230K | Add +0.1% |
| K Kellanova | 0.08% | 2,769 | $229K | Add +0.5% |
| UBER Uber Technologies Inc. | 0.08% | 2,370 | $229K | Add +9.2% |
| PGR Progressive Corp. | 0.08% | 929 | $228K | Reduce -1.5% |
| ODC Oil-Dri Corp. of America | 0.08% | 3,673 | $223K | Add +0.1% |
| BP BP PLC-Spons ADR | 0.08% | 6,321 | $216K | New |
| GE General Electric filed as GE AEROSPACE | 0.08% | 723 | $215K | New |
| PM Philip Morris International | 0.08% | 1,356 | $208K | Add +4.2% |
| META Meta Platforms Inc. Class A | 0.08% | 292 | $208K | No change |
| ABBV Abbvie Inc. | 0.07% | 877 | $205K | New |
| NOK Nokia Corp.-Spon ADR | 0.05% | 25,369 | $124K | Add +18.7% |
| GRAB Grab Holdings Ltd. Class A | 0.04% | 19,015 | $117K | Add +1.1% |
| XPER Xperi Inc. | 0.04% | 14,963 | $103K | New |
| PAGS Pagseguro Digital Ltd. Class A | 0.03% | 10,064 | $94K | New |
| ASM Avino Silver & Gold Mines | 0.03% | 14,000 | $76K | New |