| ORLY O'reilly Automotive Inc. | 12.01% | 264,754 | $28.5M | Reduce -8.2% |
| UNP Union Pacific Corp. | 7.22% | 72,575 | $17.2M | Reduce -8.2% |
| DDS Dillards Inc. Class A | 6.51% | 25,182 | $15.5M | Reduce -8.2% |
| AZO AutoZone Inc. | 6.43% | 3,564 | $15.3M | Reduce -8.1% |
| LII Lennox International Inc. | 5.61% | 25,182 | $13.3M | Reduce -8.2% |
| HD Home Depot Inc. | 4.29% | 25,182 | $10.2M | Reduce -8.2% |
| MUSA Murphy USA Inc. | 4.11% | 25,182 | $9.8M | Reduce -8.2% |
| WMT Walmart Inc. | 3.58% | 82,478 | $8.5M | Reduce -7.5% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 3.26% | 57,760 | $7.7M | Reduce -3.7% |
| LHX L3HARRIS Technologies Inc. | 3.24% | 25,182 | $7.7M | Reduce -8.2% |
| LMT Lockheed Martin Corp. | 2.96% | 14,091 | $7.0M | Reduce -8.2% |
| AMZN Amazon.com Inc. | 2.92% | 31,569 | $6.9M | Reduce -7.8% |
| LOW Lowe's Cos Inc. | 2.68% | 25,328 | $6.4M | Reduce -8.1% |
| FDX FedEx Corp. | 2.50% | 25,200 | $5.9M | Reduce -8.2% |
| OZK Bank Ozk | 2.17% | 100,928 | $5.1M | Reduce -8.2% |
| ETR Entergy Corp. | 1.98% | 50,424 | $4.7M | Reduce -8.2% |
| YUM Yum! Brands Inc. | 1.66% | 25,892 | $3.9M | Reduce -8.0% |
| PEP Pepsico Inc. | 1.56% | 26,397 | $3.7M | Reduce -7.8% |
| KR Kroger Co. | 1.43% | 50,364 | $3.4M | Reduce -8.2% |
| EHC Encompass Health Corp. | 1.35% | 25,182 | $3.2M | Reduce -8.2% |
| EAT Brinker International Inc. | 1.34% | 25,182 | $3.2M | Reduce -8.2% |
| CRH CRH PLC-Sponsored ADR | 1.27% | 25,182 | $3.0M | Reduce -8.2% |
| HOMB Home Bancshares Inc. | 1.20% | 100,828 | $2.9M | Reduce -8.2% |
| DG Dollar General Corp. | 1.09% | 25,182 | $2.6M | Reduce -8.2% |
| DLTR Dollar Tree Inc. | 1.00% | 25,182 | $2.4M | Reduce -8.2% |
| NSRGY Nestle SA-Spons ADR | 0.97% | 25,182 | $2.3M | Reduce -8.2% |
| TGT Target Corp. | 0.95% | 25,182 | $2.3M | Reduce -8.2% |
| SBUX Starbucks Corp. | 0.90% | 25,182 | $2.1M | Reduce -8.2% |
| UPS United Parcel Service Class B | 0.89% | 25,182 | $2.1M | Reduce -8.2% |
| AAPL Apple Inc. | 0.81% | 7,559 | $1.9M | Reduce -1.8% |
| ABBNY Abb Ltd.-Spon ADR | 0.76% | 25,182 | $1.8M | Reduce -8.2% |
| ARCB Arcbest Corp. | 0.74% | 25,182 | $1.8M | Reduce -8.2% |
| FIS Fidelity National Info Serv | 0.70% | 25,182 | $1.7M | Reduce -8.2% |
| TSN Tyson Foods Inc. Class A | 0.59% | 25,772 | $1.4M | Reduce -8.0% |
| PAMT Pamt Corp. | 0.48% | 100,928 | $1.2M | Reduce -8.2% |
| MSFT Microsoft Corp. | 0.48% | 2,211 | $1.1M | No change |
| CBRL Cracker Barrel Old Country | 0.47% | 25,182 | $1.1M | Reduce -8.2% |
| PPC Pilgrim's Pride Corp. | 0.43% | 25,182 | $1.0M | Reduce -8.2% |
| SFNC Simmons First Natl Corp. Class A | 0.41% | 50,364 | $965K | Reduce -8.2% |
| CNNE Cannae Holdings Inc. | 0.34% | 43,950 | $805K | No change |
| IWM iShares Russell 2000 ETF | 0.33% | 3,225 | $780K | Add +8.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.32% | 8,573 | $770K | No change |
| T AT&T Inc. | 0.31% | 26,182 | $739K | Reduce -7.9% |
| CRMT America's Car-Mart Inc. | 0.31% | 25,182 | $736K | Reduce -8.2% |
| IPG Interpublic Group of Cos Inc. | 0.30% | 25,182 | $703K | Reduce -8.2% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.29% | 25,182 | $691K | Reduce -8.2% |
| WEST Westrock Coffee Co. | 0.23% | 114,182 | $555K | Reduce -2.0% |
| CAG Conagra Brands Inc. | 0.19% | 25,182 | $461K | Reduce -8.2% |
| CUMMINS INC | 0.16% | 916 | $387K | No change |
| GLD SPDR Gold Shares | 0.16% | 1,075 | $382K | No change |
| FNF Fidelity National Financial | 0.16% | 6,213 | $376K | No change |
| GEL Genesis Energy L.P. | 0.15% | 22,000 | $368K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 2,000 | $365K | No change |
| XLK SS Technology Select Sector | 0.14% | 1,169 | $329K | No change |
| XLF SS Financial Select Sector | 0.13% | 5,829 | $314K | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.12% | 1,715 | $285K | No change |
| BMNR Bitmine Immersion Technologi | 0.12% | 5,389 | $280K | New |
| XLE SS Energy Select Sector | 0.12% | 3,118 | $279K | Reduce -1.3% |
| LUV Southwest Airlines Co. | 0.11% | 11,250 | $259K | Reduce -5.5% |
| NPO Enpro Inc. | 0.11% | 1,115 | $252K | No change |
| GRNY Fundstr Gran SH US LRG Cap | 0.10% | 9,896 | $247K | Add +5.1% |
| TBF Proshares Short 20+ Treasury | 0.10% | 10,000 | $237K | No change |
| ETHE Grayscale Ethereum Staking E | 0.10% | 6,777 | $232K | No change |
| STLD Steel Dynamics Inc. | 0.09% | 1,600 | $223K | No change |
| BLACKSKY TECHNOLOGY INC | 0.09% | 10,631 | $214K | New |
| IWF iShares Russell 1000 Growth | 0.09% | 450 | $211K | No change |
| GT Goodyear Tire & Rubber Co. | 0.08% | 25,182 | $188K | Reduce -8.2% |
| NUE Nucor Corp. | 0.07% | 25,292 | $178K | Reduce -8.2% |
| NPSCY Nippon Steel Corp.-Spon ADR | 0.07% | 25,182 | $177K | Reduce -8.2% |
| JPM JPMorgan Chase & Co. | 0.07% | 547 | $173K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 287 | $172K | No change |
| MSOS Advisorshares Pure US Cann | 0.06% | 31,327 | $150K | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 220 | $147K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 2,251 | $146K | Add +7.2% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 300 | $146K | No change |
| KRE SS SPDR S&P Regional Bank | 0.06% | 2,117 | $134K | Reduce -1.4% |
| GS Goldman Sachs Group Inc. | 0.05% | 160 | $127K | No change |
| TSLA Tesla Inc. | 0.05% | 279 | $124K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 1,220 | $117K | No change |
| NSC Norfolk Southern Corp. | 0.05% | 362 | $109K | No change |
| CAT Caterpillar Inc. | 0.05% | 226 | $108K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.05% | 2,125 | $108K | No change |
| PG The Procter & Gamble Co. | 0.04% | 668 | $103K | No change |
| XLI SS Industrial Select Sector | 0.04% | 648 | $100K | Reduce -2.1% |
| ALRS Alerus Financial Corp. | 0.04% | 4,440 | $98K | No change |
| ETN Eaton Corp. PLC | 0.04% | 260 | $97K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 858 | $97K | No change |
| HON Honeywell International Inc. | 0.04% | 450 | $95K | No change |
| ABBVIE INC | 0.04% | 410 | $94K | No change |
| MS Morgan Stanley | 0.04% | 583 | $93K | No change |
| AMD Advanced Micro Devices | 0.04% | 560 | $91K | New |
| CYH Community Health Systems Inc. | 0.03% | 25,182 | $81K | Reduce -8.2% |
| JNJ Johnson & Johnson | 0.03% | 426 | $79K | No change |
| EPD Enterprise Products Partners | 0.03% | 2,500 | $78K | No change |
| GE General Electric filed as GE AEROSPACE | 0.03% | 250 | $75K | No change |
| LULU Lululemon Athletica Inc. | 0.03% | 412 | $73K | Reduce -0.5% |
| BGB Blackstone Strategic Credit | 0.03% | 5,000 | $61K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 274 | $59K | No change |
| TXN Texas Instruments Inc. | 0.02% | 297 | $55K | No change |
| SRE Sempra | 0.02% | 600 | $54K | No change |