| MSFT Microsoft Corp. | 4.88% | 60,995 | $26.2M | Reduce -1.7% |
| WMT Walmart Inc. | 4.87% | 324,578 | $26.2M | Reduce -2.4% |
| AAPL Apple Inc. | 4.17% | 96,301 | $22.4M | Reduce -1.3% |
| KEX Kirby Corp. | 3.57% | 156,795 | $19.2M | Reduce -3.4% |
| TMO Thermo Fisher Scientific Inc. | 3.53% | 30,747 | $19.0M | Reduce -1.4% |
| MLM Martin Marietta Materials | 3.53% | 35,287 | $19.0M | Reduce -2.5% |
| SYK Stryker Corp. | 3.36% | 50,013 | $18.1M | Reduce -1.9% |
| ADI Analog Devices Inc. | 3.33% | 77,919 | $17.9M | Reduce -2.6% |
| ALC Alcon Inc. filed as ALCON AG | 3.25% | 174,656 | $17.5M | Reduce -1.2% |
| J Jacobs Solutions Inc. | 3.09% | 127,169 | $16.6M | Reduce -1.2% |
| AYI Acuity Inc. | 3.00% | 58,546 | $16.1M | Reduce -1.5% |
| ITW Illinois Tool Works | 2.95% | 60,478 | $15.8M | Reduce -1.0% |
| HD Home Depot Inc. | 2.87% | 38,047 | $15.4M | Add +0.4% |
| KMI Kinder Morgan Inc. | 2.86% | 696,583 | $15.4M | Add +3.2% |
| LH Labcorp Holdings Inc. | 2.79% | 67,132 | $15.0M | Add +1.6% |
| RTX RTX Corp. | 2.77% | 123,178 | $14.9M | Reduce -0.1% |
| ADBE Adobe Inc. | 2.60% | 26,988 | $14.0M | Reduce -1.7% |
| SCHW Schwab (charles) Corp. | 2.49% | 206,438 | $13.4M | Reduce -2.5% |
| SONY Sony Group Corp. - SP ADR | 2.29% | 127,853 | $12.3M | Reduce -2.1% |
| JCI Johnson Controls Internation | 2.28% | 157,979 | $12.3M | Reduce -2.6% |
| MKL Markel Group Inc. | 2.21% | 7,577 | $11.9M | Reduce -1.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.18% | 121,786 | $11.7M | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 2.12% | 214,557 | $11.4M | Add +0.9% |
| XOM Exxon Mobil Corp. | 2.06% | 94,450 | $11.1M | Add +2.8% |
| TER Teradyne Inc. | 2.05% | 82,274 | $11.0M | Reduce -10.6% |
| ORCL Oracle Corp. | 2.02% | 63,910 | $10.9M | Add +0.3% |
| CFR Cullen/Frost Bankers Inc. | 1.73% | 83,264 | $9.3M | Reduce -0.7% |
| NKE Nike Inc. Class B | 1.52% | 92,695 | $8.2M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.50% | 36,578 | $8.1M | Reduce -0.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.48% | 189,297 | $7.9M | Add +1.8% |
| UPS United Parcel Service Class B | 1.43% | 56,384 | $7.7M | Add +0.5% |
| DHR Danaher Corp. | 1.33% | 25,705 | $7.1M | Add +13.8% |
| CVS CVS Health Corp. | 1.31% | 111,915 | $7.0M | Reduce -4.9% |
| ACN Accenture PLC Class A | 1.05% | 16,003 | $5.7M | Reduce -6.7% |
| SCHM Schwab US Mid Cap ETF | 1.01% | 65,559 | $5.4M | Reduce -2.0% |
| GE General Electric filed as GE AEROSPACE | 1.00% | 28,473 | $5.4M | Add +1.0% |
| CRL Charles River Laboratories | 0.93% | 25,414 | $5.0M | Reduce -16.1% |
| LRCX Lam Research Corp. | 0.90% | 5,940 | $4.8M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 9,900 | $4.6M | Reduce -4.6% |
| AMTM Amentum Holdings Inc. | 0.76% | 127,169 | $4.1M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.49% | 21,499 | $2.6M | Reduce -25.4% |
| AMD Advanced Micro Devices | 0.40% | 13,146 | $2.2M | Reduce -1.6% |
| OLO Olo Inc. Class A | 0.35% | 377,496 | $1.9M | Reduce -13.0% |
| PANW Palo Alto Networks Inc. | 0.34% | 5,419 | $1.9M | Reduce -3.1% |
| TGI Triumph Group Inc. | 0.32% | 135,553 | $1.7M | Reduce -0.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.29% | 32,348 | $1.5M | Add +15.6% |
| BRK.A 1/100 Berkshire HTWY A Class A | 0.26% | 200 | $1.4M | No change |
| LLY Eli Lilly & Co. | 0.21% | 1,304 | $1.2M | No change |
| KO The Coca-Cola Co. | 0.20% | 15,253 | $1.1M | Add +1.8% |
| AMZN Amazon.com Inc. | 0.17% | 4,815 | $897K | Add +41.2% |
| ANET Arista Networks Inc. | 0.16% | 2,285 | $877K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 3,078 | $872K | Add +0.4% |
| ABBV Abbvie Inc. | 0.16% | 4,273 | $844K | Add +13.3% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 11,744 | $797K | Add +92.5% |
| JNJ Johnson & Johnson | 0.14% | 4,730 | $767K | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 18,805 | $746K | Add +4.7% |
| CADE Cadence Bank | 0.13% | 22,791 | $726K | No change |
| HOMB Home Bancshares Inc. | 0.13% | 26,548 | $719K | No change |
| MRK Merck & Co. Inc. | 0.13% | 6,012 | $683K | No change |
| GOOGL Alphabet Inc. Class A | 0.12% | 3,952 | $655K | Add +29.5% |
| SO The Southern Co. | 0.12% | 7,108 | $641K | Add +3.2% |
| JPM JPMorgan Chase & Co. | 0.11% | 2,713 | $572K | Add +17.3% |
| GOOG Alphabet Inc. Class C | 0.10% | 3,153 | $527K | Add +40.0% |
| TSN Tyson Foods Inc. Class A | 0.10% | 8,813 | $525K | Add +2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 2,645 | $474K | Add +18.9% |
| ABT Abbott Laboratories | 0.08% | 3,890 | $443K | Add +5.4% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.08% | 2,395 | $413K | Add +26.4% |
| WCN Waste Connections Inc. | 0.07% | 2,122 | $379K | No change |
| META Meta Platforms Inc. Class A | 0.07% | 637 | $365K | Add +37.9% |
| RF Regions Financial Corp. | 0.07% | 15,268 | $356K | No change |
| COST Costco Wholesale Corp. | 0.06% | 384 | $340K | No change |
| ETR Entergy Corp. | 0.06% | 2,500 | $329K | No change |
| AEP American Electric Power | 0.06% | 3,160 | $324K | No change |
| PEP Pepsico Inc. | 0.06% | 1,865 | $317K | Add +12.0% |
| OZK Bank Ozk | 0.05% | 6,825 | $293K | No change |
| SCHF Schwab Intl Equity ETF | 0.05% | 6,726 | $277K | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 1,038 | $274K | No change |
| KMB Kimberly-Clark Corp. | 0.05% | 1,851 | $263K | No change |
| PSA Public Storage | 0.05% | 667 | $243K | New |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 1,781 | $236K | No change |
| BMY Bristol-Myers Squibb Co. | 0.04% | 4,530 | $234K | New |
| PG The Procter & Gamble Co. | 0.04% | 1,323 | $229K | Add +0.1% |
| AVGO Broadcom Inc. | 0.04% | 1,310 | $226K | No change |
| SCHG Schwab US Large-Cap Growth | 0.04% | 2,100 | $219K | New |
| DFAC Dimensional US Core Equity 2 | 0.04% | 6,202 | $213K | New |
| NWL Newell Brands Inc. | 0.01% | 10,003 | $77K | No change |