| MSFT Microsoft Corp. | 5.42% | 62,045 | $27.7M | Reduce -8.3% |
| WMT Walmart Inc. | 4.40% | 332,427 | $22.5M | Reduce -3.0% |
| AAPL Apple Inc. | 4.02% | 97,544 | $20.5M | Reduce -1.6% |
| MLM Martin Marietta Materials | 3.83% | 36,190 | $19.6M | Reduce -9.1% |
| KEX Kirby Corp. | 3.80% | 162,376 | $19.4M | Reduce -13.9% |
| ADI Analog Devices Inc. | 3.57% | 79,983 | $18.3M | Reduce -4.8% |
| J Jacobs Solutions Inc. | 3.52% | 128,722 | $18.0M | Reduce -3.3% |
| SYK Stryker Corp. | 3.39% | 51,005 | $17.4M | Reduce -2.6% |
| TMO Thermo Fisher Scientific Inc. | 3.37% | 31,184 | $17.2M | Reduce -1.4% |
| ALC Alcon Inc. filed as ALCON AG | 3.08% | 176,706 | $15.7M | Reduce -2.5% |
| SCHW Schwab (charles) Corp. | 3.05% | 211,707 | $15.6M | Reduce -1.1% |
| ADBE Adobe Inc. | 2.98% | 27,453 | $15.3M | Reduce -8.7% |
| ITW Illinois Tool Works | 2.83% | 61,087 | $14.5M | Reduce -8.0% |
| AYI Acuity Inc. | 2.81% | 59,427 | $14.3M | Reduce -4.9% |
| TER Teradyne Inc. | 2.67% | 92,022 | $13.6M | Reduce -3.9% |
| LH Labcorp Holdings Inc. | 2.63% | 66,099 | $13.5M | Reduce -0.6% |
| KMI Kinder Morgan Inc. | 2.62% | 674,868 | $13.4M | Add +10.5% |
| HD Home Depot Inc. | 2.55% | 37,882 | $13.0M | Reduce -2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.45% | 125,943 | $12.5M | Add +1.7% |
| RTX RTX Corp. | 2.42% | 123,316 | $12.4M | Add +27.5% |
| MKL Markel Group Inc. | 2.36% | 7,668 | $12.1M | Reduce -1.4% |
| SONY Sony Group Corp. - SP ADR | 2.17% | 130,560 | $11.1M | Reduce -5.3% |
| JCI Johnson Controls Internation | 2.11% | 162,210 | $10.8M | Add +30.3% |
| XOM Exxon Mobil Corp. | 2.07% | 91,888 | $10.6M | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 1.98% | 212,625 | $10.1M | Reduce -8.7% |
| ORCL Oracle Corp. | 1.76% | 63,692 | $9.0M | Add +84.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.72% | 186,040 | $8.8M | Reduce -2.5% |
| CFR Cullen/Frost Bankers Inc. | 1.67% | 83,873 | $8.5M | Reduce -5.2% |
| UPS United Parcel Service Class B | 1.50% | 56,081 | $7.7M | Reduce -2.3% |
| NKE Nike Inc. Class B | 1.39% | 93,995 | $7.1M | Reduce -0.4% |
| CVS CVS Health Corp. | 1.36% | 117,693 | $7.0M | Reduce -8.2% |
| LRCX Lam Research Corp. | 1.27% | 6,113 | $6.5M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.25% | 36,840 | $6.4M | Reduce -13.2% |
| CRL Charles River Laboratories | 1.22% | 30,288 | $6.3M | Add +93.5% |
| DHR Danaher Corp. | 1.10% | 22,580 | $5.6M | Add +108.9% |
| SCHM Schwab US Mid Cap ETF | 1.02% | 66,872 | $5.2M | Reduce -4.8% |
| ACN Accenture PLC Class A | 1.02% | 17,145 | $5.2M | Add +27.4% |
| GE General Electric filed as GE AEROSPACE | 0.88% | 28,201 | $4.5M | Reduce -2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 10,382 | $4.2M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.70% | 28,827 | $3.6M | Add +38.1% |
| AMD Advanced Micro Devices | 0.42% | 13,366 | $2.2M | No change |
| TGI Triumph Group Inc. | 0.41% | 136,092 | $2.1M | Reduce -4.1% |
| OLO Olo Inc. Class A | 0.38% | 434,100 | $1.9M | No change |
| PANW Palo Alto Networks Inc. | 0.37% | 5,594 | $1.9M | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.25% | 27,976 | $1.3M | Add +8.0% |
| BRK.A 1/100 Berkshire HTWY A Class A | 0.24% | 200 | $1.2M | No change |
| LLY Eli Lilly & Co. | 0.23% | 1,304 | $1.2M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.19% | 14,978 | $953K | Reduce -5.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 3,067 | $820K | New |
| ANET Arista Networks Inc. | 0.16% | 2,285 | $801K | No change |
| MRK Merck & Co. Inc. | 0.15% | 6,012 | $744K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 17,955 | $714K | No change |
| JNJ Johnson & Johnson | 0.14% | 4,765 | $696K | Reduce -3.9% |
| AMZN Amazon.com Inc. | 0.13% | 3,409 | $659K | Add +1.8% |
| ABBV Abbvie Inc. | 0.13% | 3,773 | $647K | No change |
| CADE Cadence Bank | 0.13% | 22,791 | $645K | Reduce -8.9% |
| HOMB Home Bancshares Inc. | 0.12% | 26,548 | $636K | Reduce -4.3% |
| GOOGL Alphabet Inc. Class A | 0.11% | 3,052 | $556K | No change |
| SO The Southern Co. | 0.10% | 6,890 | $534K | No change |
| TSN Tyson Foods Inc. Class A | 0.10% | 8,563 | $489K | No change |
| JPM JPMorgan Chase & Co. | 0.09% | 2,313 | $468K | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.08% | 2,253 | $413K | Reduce -1.0% |
| SCHX Schwab US Large-Cap ETF | 0.08% | 6,102 | $392K | Reduce -4.2% |
| ABT Abbott Laboratories | 0.07% | 3,690 | $383K | No change |
| WCN Waste Connections Inc. | 0.07% | 2,122 | $372K | Reduce -3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 2,225 | $366K | Add +18.7% |
| COST Costco Wholesale Corp. | 0.06% | 384 | $326K | No change |
| RF Regions Financial Corp. | 0.06% | 15,268 | $306K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.06% | 1,895 | $303K | No change |
| OZK Bank Ozk | 0.05% | 6,825 | $280K | Add +1.6% |
| AEP American Electric Power | 0.05% | 3,160 | $277K | No change |
| PEP Pepsico Inc. | 0.05% | 1,665 | $275K | No change |
| ETR Entergy Corp. | 0.05% | 2,500 | $268K | No change |
| SCHF Schwab Intl Equity ETF | 0.05% | 6,867 | $264K | Reduce -1.9% |
| KMB Kimberly-Clark Corp. | 0.05% | 1,851 | $256K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 1,038 | $251K | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 0.05% | 462 | $233K | No change |
| PG The Procter & Gamble Co. | 0.04% | 1,322 | $218K | Add +0.1% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 1,781 | $215K | No change |
| AVGO Broadcom Inc. | 0.04% | 131 | $210K | New |
| NWL Newell Brands Inc. | 0.01% | 10,003 | $64K | Reduce -5.7% |