| MSFT Microsoft Corp. | 5.00% | 52,324 | $27.1M | Reduce -1.4% |
| WMT Walmart Inc. | 4.92% | 258,736 | $26.7M | Reduce -5.8% |
| LH Labcorp Holdings Inc. | 3.68% | 69,513 | $20.0M | Reduce -0.1% |
| MLM Martin Marietta Materials | 3.63% | 31,247 | $19.7M | Reduce -3.1% |
| RTX RTX Corp. | 3.63% | 117,457 | $19.7M | Reduce -3.7% |
| J Jacobs Solutions Inc. | 3.49% | 126,359 | $18.9M | Reduce -2.0% |
| KMI Kinder Morgan Inc. | 3.33% | 637,815 | $18.1M | Add +0.1% |
| AAPL Apple Inc. | 3.29% | 69,984 | $17.8M | Reduce -0.1% |
| SCHW Schwab (charles) Corp. | 3.25% | 184,343 | $17.6M | Reduce -2.5% |
| AYI Acuity Inc. | 3.24% | 51,038 | $17.6M | Reduce -1.1% |
| SONY Sony Group Corp. - SP ADR | 3.23% | 608,745 | $17.5M | Reduce -3.1% |
| ADI Analog Devices Inc. | 3.14% | 69,377 | $17.0M | Add +0.8% |
| SYK Stryker Corp. | 3.07% | 44,980 | $16.6M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 2.90% | 230,008 | $15.7M | Add +0.7% |
| ORCL Oracle Corp. | 2.84% | 54,736 | $15.4M | Reduce -10.1% |
| JCI Johnson Controls Internation | 2.81% | 138,601 | $15.2M | Reduce -6.2% |
| HD Home Depot Inc. | 2.78% | 37,255 | $15.1M | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 2.73% | 30,507 | $14.8M | Add +3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.68% | 126,999 | $14.5M | Add +0.0% |
| MKL Markel Group Inc. | 2.53% | 7,189 | $13.7M | Add +0.3% |
| ITW Illinois Tool Works | 2.38% | 49,461 | $12.9M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 2.33% | 40,127 | $12.7M | Add +4.5% |
| XOM Exxon Mobil Corp. | 2.26% | 108,883 | $12.3M | Add +1.8% |
| ALC Alcon Inc. filed as ALCON AG | 2.26% | 164,597 | $12.3M | Reduce -6.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.11% | 40,498 | $11.4M | Reduce -0.7% |
| KEX Kirby Corp. | 2.00% | 129,669 | $10.8M | Reduce -6.0% |
| ADBE Adobe Inc. | 1.77% | 27,175 | $9.6M | Add +2.4% |
| CVS CVS Health Corp. | 1.55% | 111,570 | $8.4M | Add +31.9% |
| TER Teradyne Inc. | 1.42% | 55,906 | $7.7M | Reduce -4.9% |
| GE General Electric filed as GE AEROSPACE | 1.42% | 25,507 | $7.7M | Reduce -5.4% |
| MRSH Marsh & McLennan Cos | 1.29% | 34,815 | $7.0M | Reduce -1.8% |
| NKE Nike Inc. Class B | 1.26% | 97,802 | $6.8M | Reduce -2.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.19% | 187,244 | $6.4M | Add +0.7% |
| DHR Danaher Corp. | 0.92% | 25,083 | $5.0M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 9,879 | $5.0M | Add +0.2% |
| SCHM Schwab US Mid Cap ETF | 0.81% | 148,404 | $4.4M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.72% | 20,832 | $3.9M | No change |
| UPS United Parcel Service Class B | 0.71% | 46,094 | $3.9M | Add +0.4% |
| ACN Accenture PLC Class A | 0.70% | 15,283 | $3.8M | Add +3.3% |
| CFR Cullen/Frost Bankers Inc. | 0.68% | 28,964 | $3.7M | Reduce -16.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.44% | 102,630 | $2.4M | Add +10.5% |
| LRCX Lam Research Corp. | 0.41% | 16,740 | $2.2M | No change |
| PANW Palo Alto Networks Inc. | 0.37% | 9,978 | $2.0M | Reduce -0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 2 | $1.5M | No change |
| SCHX Schwab US Large-Cap ETF | 0.24% | 48,801 | $1.3M | Add +7.4% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 5,995 | $1.1M | Reduce -8.7% |
| AMZN Amazon.com Inc. | 0.20% | 4,951 | $1.1M | Add +3.1% |
| ABBV Abbvie Inc. | 0.18% | 4,288 | $993K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.17% | 1,218 | $929K | Reduce -0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 17,066 | $880K | Reduce -6.7% |
| JNJ Johnson & Johnson | 0.16% | 4,543 | $842K | Reduce -4.6% |
| KO The Coca-Cola Co. | 0.16% | 12,686 | $841K | Reduce -0.3% |
| ANET Arista Networks Inc. | 0.15% | 5,589 | $814K | No change |
| GOOGL Alphabet Inc. Class A | 0.13% | 2,807 | $682K | Reduce -4.1% |
| SO The Southern Co. | 0.12% | 7,126 | $675K | No change |
| CADE Cadence Bank | 0.11% | 15,200 | $571K | Reduce -33.3% |
| AMTM Amentum Holdings Inc. | 0.10% | 22,817 | $546K | Reduce -18.0% |
| HOMB Home Bancshares Inc. | 0.10% | 19,281 | $546K | No change |
| GOOG Alphabet Inc. Class C | 0.10% | 2,173 | $529K | Add +4.0% |
| META Meta Platforms Inc. Class A | 0.10% | 718 | $527K | No change |
| ABT Abbott Laboratories | 0.10% | 3,890 | $521K | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.09% | 5,813 | $488K | Reduce -1.3% |
| TSN Tyson Foods Inc. Class A | 0.09% | 8,902 | $483K | Add +1.0% |
| ETR Entergy Corp. | 0.09% | 5,000 | $466K | No change |
| EME Emcor Group Inc. | 0.08% | 698 | $453K | No change |
| RF Regions Financial Corp. | 0.07% | 13,868 | $366K | No change |
| AEP American Electric Power | 0.07% | 3,160 | $356K | No change |
| COST Costco Wholesale Corp. | 0.07% | 384 | $355K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.06% | 2,395 | $321K | No change |
| OZK Bank Ozk | 0.06% | 6,264 | $319K | Reduce -5.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 1,030 | $303K | No change |
| SCHF Schwab Intl Equity ETF | 0.06% | 12,975 | $302K | Add +0.5% |
| WCN Waste Connections Inc. | 0.05% | 1,680 | $295K | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 433 | $260K | No change |
| PEP Pepsico Inc. | 0.05% | 1,815 | $255K | Reduce -1.4% |
| IWS iShares Russell Mid-Cap Valu | 0.05% | 1,781 | $249K | No change |
| NFLX Netflix Inc. | 0.04% | 202 | $242K | No change |
| GEV GE Vernova Inc. | 0.04% | 392 | $241K | No change |
| DFAC Dimensional US Core Equity 2 | 0.04% | 5,502 | $212K | New |
| SCHG Schwab US Large-Cap Growth | 0.04% | 6,400 | $204K | New |
| WEST Westrock Coffee Co. | 0.02% | 18,215 | $89K | Add +5.8% |
| SFGYY Sony Financial Group Inc.-ADR | 0.00% | 116,629 | $1K | New |