| WMT Walmart Inc. | 5.32% | 308,609 | $27.9M | Reduce -4.9% |
| MSFT Microsoft Corp. | 4.77% | 59,367 | $25.0M | Reduce -2.7% |
| AAPL Apple Inc. | 4.32% | 90,421 | $22.6M | Reduce -6.1% |
| KMI Kinder Morgan Inc. | 3.52% | 674,185 | $18.5M | Reduce -3.2% |
| MLM Martin Marietta Materials | 3.40% | 34,537 | $17.8M | Reduce -2.1% |
| SYK Stryker Corp. | 3.33% | 48,550 | $17.5M | Reduce -2.9% |
| J Jacobs Solutions Inc. | 3.22% | 126,416 | $16.9M | Reduce -0.6% |
| AYI Acuity Inc. | 3.16% | 56,789 | $16.6M | Reduce -3.0% |
| KEX Kirby Corp. | 3.09% | 153,345 | $16.2M | Reduce -2.2% |
| ADI Analog Devices Inc. | 3.09% | 76,290 | $16.2M | Reduce -2.1% |
| TMO Thermo Fisher Scientific Inc. | 2.95% | 29,777 | $15.5M | Reduce -3.1% |
| LH Labcorp Holdings Inc. | 2.93% | 67,009 | $15.4M | Reduce -0.2% |
| ITW Illinois Tool Works | 2.87% | 59,308 | $15.0M | Reduce -1.9% |
| SCHW Schwab (charles) Corp. | 2.82% | 199,823 | $14.8M | Reduce -3.2% |
| ALC Alcon Inc. filed as ALCON AG | 2.81% | 173,817 | $14.8M | Reduce -0.5% |
| HD Home Depot Inc. | 2.78% | 37,544 | $14.6M | Reduce -1.3% |
| RTX RTX Corp. | 2.72% | 123,111 | $14.2M | Reduce -0.1% |
| SONY Sony Group Corp. - SP ADR | 2.58% | 639,774 | $13.5M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.53% | 119,049 | $13.3M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 2.52% | 223,384 | $13.2M | Add +4.1% |
| MKL Markel Group Inc. | 2.50% | 7,597 | $13.1M | Add +0.3% |
| JCI Johnson Controls Internation | 2.33% | 154,976 | $12.2M | Reduce -1.9% |
| ADBE Adobe Inc. | 2.27% | 26,755 | $11.9M | Reduce -0.9% |
| CFR Cullen/Frost Bankers Inc. | 2.13% | 83,276 | $11.2M | Add +0.0% |
| XOM Exxon Mobil Corp. | 2.05% | 99,948 | $10.8M | Add +5.8% |
| ORCL Oracle Corp. | 2.02% | 63,516 | $10.6M | Reduce -0.6% |
| TER Teradyne Inc. | 1.97% | 82,009 | $10.3M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.49% | 35,675 | $7.8M | Reduce -2.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.41% | 193,312 | $7.4M | Add +2.1% |
| UPS United Parcel Service Class B | 1.40% | 58,436 | $7.4M | Add +3.6% |
| NKE Nike Inc. Class B | 1.33% | 92,004 | $7.0M | Reduce -0.8% |
| DHR Danaher Corp. | 1.27% | 29,037 | $6.7M | Add +13.0% |
| ACN Accenture PLC Class A | 1.09% | 16,197 | $5.7M | Add +1.2% |
| SCHM Schwab US Mid Cap ETF | 0.97% | 183,998 | $5.1M | Reduce -6.5% |
| CRL Charles River Laboratories | 0.97% | 27,536 | $5.1M | Add +8.3% |
| GE General Electric filed as GE AEROSPACE | 0.94% | 29,421 | $4.9M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 9,888 | $4.5M | Reduce -0.1% |
| CVS CVS Health Corp. | 0.82% | 96,365 | $4.3M | Reduce -13.9% |
| LRCX Lam Research Corp. | 0.75% | 54,230 | $3.9M | Reduce -8.7% |
| NVDA Nvidia Corp. | 0.55% | 21,354 | $2.9M | Reduce -0.7% |
| OLO Olo Inc. Class A | 0.49% | 332,041 | $2.5M | Reduce -12.0% |
| TGI Triumph Group Inc. | 0.44% | 124,289 | $2.3M | Reduce -8.3% |
| PANW Palo Alto Networks Inc. | 0.35% | 9,980 | $1.8M | Reduce -7.9% |
| AMTM Amentum Holdings Inc. | 0.34% | 84,044 | $1.8M | Reduce -33.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.32% | 74,896 | $1.7M | Add +15.8% |
| AMD Advanced Micro Devices | 0.28% | 12,100 | $1.5M | Reduce -8.0% |
| BRK.A 1/100 Berkshire HTWY A Class A | 0.26% | 200 | $1.4M | No change |
| AMZN Amazon.com Inc. | 0.19% | 4,615 | $1.0M | Reduce -4.2% |
| ANET Arista Networks Inc. | 0.19% | 9,160 | $1.0M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.19% | 1,281 | $989K | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.16% | 13,878 | $864K | Reduce -9.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,782 | $806K | Reduce -9.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 18,289 | $804K | Reduce -2.7% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 34,582 | $802K | Reduce -1.8% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 4,522 | $792K | Add +71.0% |
| CADE Cadence Bank | 0.15% | 22,791 | $785K | No change |
| ABBV Abbvie Inc. | 0.14% | 4,273 | $759K | No change |
| JNJ Johnson & Johnson | 0.13% | 4,736 | $685K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.12% | 2,720 | $652K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.12% | 3,360 | $636K | Reduce -15.0% |
| MRK Merck & Co. Inc. | 0.11% | 5,971 | $594K | Reduce -0.7% |
| SO The Southern Co. | 0.11% | 7,123 | $586K | Add +0.2% |
| HOMB Home Bancshares Inc. | 0.10% | 19,281 | $546K | Reduce -27.4% |
| GOOG Alphabet Inc. Class C | 0.10% | 2,668 | $508K | Reduce -15.4% |
| TSN Tyson Foods Inc. Class A | 0.10% | 8,812 | $506K | Reduce -0.0% |
| ABT Abbott Laboratories | 0.08% | 3,890 | $440K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.08% | 2,395 | $409K | No change |
| ETR Entergy Corp. | 0.07% | 5,000 | $379K | No change |
| META Meta Platforms Inc. Class A | 0.07% | 645 | $378K | Add +1.3% |
| WCN Waste Connections Inc. | 0.07% | 2,122 | $364K | No change |
| COST Costco Wholesale Corp. | 0.07% | 384 | $352K | No change |
| RF Regions Financial Corp. | 0.06% | 13,868 | $326K | Reduce -9.2% |
| OZK Bank Ozk | 0.06% | 6,823 | $304K | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 0.06% | 577 | $292K | New |
| AEP American Electric Power | 0.06% | 3,160 | $291K | No change |
| PEP Pepsico Inc. | 0.05% | 1,865 | $284K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 993 | $262K | Reduce -4.3% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 4,430 | $251K | Reduce -2.2% |
| SCHF Schwab Intl Equity ETF | 0.05% | 13,193 | $244K | Reduce -1.9% |
| KMB Kimberly-Clark Corp. | 0.05% | 1,851 | $243K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 1,781 | $230K | No change |
| PG The Procter & Gamble Co. | 0.04% | 1,330 | $223K | Add +0.5% |
| DFAC Dimensional US Core Equity 2 | 0.04% | 6,202 | $215K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 404 | $207K | New |
| SCHG Schwab US Large-Cap Growth | 0.04% | 7,200 | $201K | Reduce -14.3% |
| WEST Westrock Coffee Co. | 0.02% | 17,215 | $111K | New |