| TPL Texas Pacific Land Corp. | 9.66% | 46,309 | $51.2M | Reduce -6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.36% | 74,411 | $33.7M | Reduce -0.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.80% | 71,015 | $20.2M | Reduce -2.8% |
| MSFT Microsoft Corp. | 3.53% | 44,408 | $18.7M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 3.52% | 98,104 | $18.7M | Reduce -1.9% |
| AZO AutoZone Inc. | 3.46% | 5,735 | $18.4M | Reduce -0.6% |
| CPRT Copart Inc. | 3.03% | 279,546 | $16.0M | Reduce -1.6% |
| HCA HCA Healthcare Inc. | 3.02% | 53,429 | $16.0M | Add +0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.83% | 22 | $15.0M | Reduce -4.3% |
| FITB Fifth Third Bancorp | 2.55% | 319,430 | $13.5M | Reduce -7.0% |
| AFL Aflac Inc. | 2.53% | 129,545 | $13.4M | Reduce -16.6% |
| PSX Phillips 66 | 2.25% | 104,590 | $11.9M | Reduce -1.4% |
| ELV Elevance Health Inc. | 2.23% | 32,088 | $11.8M | Add +15.8% |
| ABG Asbury Automotive Group | 2.12% | 46,359 | $11.3M | Reduce -1.0% |
| BN Brookfield Corp. | 2.09% | 192,694 | $11.1M | Reduce -5.8% |
| NNI Nelnet Inc. Class A | 2.07% | 102,964 | $11.0M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.04% | 96,995 | $10.8M | Reduce -4.0% |
| CRL Charles River Laboratories | 1.92% | 55,037 | $10.2M | Reduce -2.6% |
| LECO Lincoln Electric Holdings | 1.87% | 52,942 | $9.9M | Reduce -1.4% |
| ENOV Enovis Corp. | 1.78% | 215,440 | $9.5M | Reduce -1.0% |
| HSY The Hershey Co. | 1.74% | 54,412 | $9.2M | Add +9.4% |
| TMO Thermo Fisher Scientific Inc. | 1.55% | 15,755 | $8.2M | Reduce -2.6% |
| JNJ Johnson & Johnson | 1.43% | 52,397 | $7.6M | Reduce -1.9% |
| CIVI Civitas Resources Inc. | 1.41% | 163,263 | $7.5M | Reduce -7.5% |
| CFR Cullen/Frost Bankers Inc. | 1.35% | 53,463 | $7.2M | Reduce -1.6% |
| CP Canadian Pacific Kansas City | 1.32% | 96,897 | $7.0M | Reduce -1.7% |
| BOC Boston Omaha Corp. Class A | 1.29% | 481,428 | $6.8M | Reduce -2.3% |
| KO The Coca-Cola Co. | 1.26% | 107,403 | $6.7M | Reduce -0.6% |
| LKQ LKQ Corp. | 1.25% | 179,687 | $6.6M | Reduce -14.5% |
| GOOGL Alphabet Inc. Class A | 1.20% | 33,556 | $6.4M | Reduce -0.0% |
| ACN Accenture PLC Class A | 1.18% | 17,741 | $6.2M | Reduce -0.4% |
| DNOPY Dino Polska SA Unsp- ADR | 1.08% | 120,813 | $5.7M | Reduce -0.7% |
| PFE Pfizer Inc. | 1.05% | 210,776 | $5.6M | Reduce -3.5% |
| MSM MSC Industrial Direct Co. Class A | 1.02% | 72,707 | $5.4M | Add +0.1% |
| VMC Vulcan Materials Co. | 1.02% | 21,044 | $5.4M | Reduce -2.4% |
| FINN First Natl of Nebraska Inc. | 1.02% | 443 | $5.4M | Reduce -1.8% |
| AAPL Apple Inc. | 0.96% | 20,239 | $5.1M | Reduce -0.4% |
| CVX Chevron Corp. | 0.94% | 34,297 | $5.0M | Reduce -1.0% |
| ROST Ross Stores Inc. | 0.92% | 32,191 | $4.9M | Reduce -0.2% |
| SKYH SKY Harbour Group Corp. | 0.84% | 374,781 | $4.5M | Add +121.8% |
| WAT Waters Corp. | 0.84% | 11,994 | $4.4M | Reduce -22.0% |
| HZO Marinemax Inc. | 0.71% | 130,769 | $3.8M | Reduce -5.5% |
| BAM Brookfield Asset Mgmt-A | 0.69% | 67,103 | $3.6M | Reduce -3.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 29,917 | $3.6M | Reduce -0.7% |
| KEYS Keysight Technologies Inc. | 0.65% | 21,330 | $3.4M | Reduce -2.2% |
| CNI Canadian Natl Railway Co. | 0.63% | 32,890 | $3.3M | Add +0.1% |
| DFH Dream Finders Homes Inc. Class A | 0.62% | 142,245 | $3.3M | Reduce -0.6% |
| FWONA Liberty Media Corp.-Liberty-A | 0.57% | 35,980 | $3.0M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 5,083 | $3.0M | New |
| MCD McDonald's Corp. | 0.53% | 9,672 | $2.8M | Reduce -1.7% |
| Valmont Industries Inc | 0.49% | 8,529 | $2.6M | Reduce -27.6% |
| PEP Pepsico Inc. | 0.47% | 16,541 | $2.5M | Add +14.8% |
| WFC Wells Fargo & Co. | 0.45% | 34,314 | $2.4M | Reduce -42.3% |
| USB US Bancorp | 0.40% | 43,921 | $2.1M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.39% | 4,081 | $2.1M | No change |
| MKL Markel Group Inc. | 0.35% | 1,085 | $1.9M | Reduce -0.4% |
| CWGL Crimson Wine Group Ltd. | 0.34% | 285,848 | $1.8M | Reduce -4.4% |
| ESAB Esab Corp. | 0.32% | 14,012 | $1.7M | Reduce -1.3% |
| AXP American Express Co. | 0.31% | 5,464 | $1.6M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.23% | 7,300 | $1.2M | Reduce -4.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 25,934 | $1.1M | No change |
| COST Costco Wholesale Corp. | 0.20% | 1,180 | $1.1M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.19% | 5,650 | $1.0M | No change |
| MCO Moody's Corp. | 0.18% | 2,070 | $980K | No change |
| MG Mistras Group Inc. | 0.18% | 104,271 | $945K | Reduce -2.3% |
| HD Home Depot Inc. | 0.17% | 2,289 | $890K | No change |
| WMT Walmart Inc. | 0.16% | 9,366 | $846K | No change |
| CSTM Constellium SE | 0.15% | 78,870 | $810K | Reduce -0.6% |
| AMGN Amgen Inc. | 0.14% | 2,925 | $762K | Reduce -4.7% |
| DEO Diageo PLC-Sponsored ADR | 0.13% | 5,580 | $709K | Reduce -3.2% |
| ABT Abbott Laboratories | 0.13% | 6,210 | $702K | No change |
| NSRGY Nestle SA-Spons ADR | 0.12% | 7,655 | $633K | Reduce -6.1% |
| AMZN Amazon.com Inc. | 0.11% | 2,663 | $584K | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 7,468 | $583K | New |
| DOX Amdocs Ltd. | 0.10% | 6,030 | $513K | No change |
| TFX Teleflex Inc. | 0.10% | 2,850 | $507K | No change |
| CL Colgate-Palmolive Co. | 0.08% | 4,943 | $449K | Reduce -4.8% |
| STKL Sunopta Inc. | 0.08% | 57,500 | $443K | Reduce -23.3% |
| D Dominion Energy Inc. | 0.08% | 8,007 | $431K | Add +8.1% |
| CVS CVS Health Corp. | 0.07% | 8,853 | $397K | No change |
| KMX Carmax Inc. | 0.07% | 4,667 | $382K | No change |
| IVV iShares Core S&P 500 ETF | 0.07% | 612 | $360K | New |
| SHEL Shell PLC-ADR | 0.07% | 5,615 | $352K | Reduce -4.5% |
| ADP Automatic Data Processing | 0.07% | 1,198 | $351K | No change |
| TANDEM DIABETES CARE INC | 0.06% | 8,500 | $306K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 2,500 | $269K | Reduce -16.7% |
| JPM JPMorgan Chase & Co. | 0.05% | 1,042 | $250K | Reduce -32.4% |
| NVS Novartis AG-Sponsored ADR | 0.04% | 2,442 | $238K | No change |
| NEE Nextera Energy Inc. | 0.04% | 3,000 | $215K | No change |
| DUK Duke Energy Corp. | 0.04% | 1,991 | $215K | No change |