| AAPL Apple Inc. | 8.32% | 59,054 | $17.1M | Reduce -1.7% |
| ETN Eaton Corp. PLC | 6.51% | 31,383 | $13.4M | Reduce -1.3% |
| DE Deere & Co. | 5.55% | 17,979 | $11.4M | Reduce -1.1% |
| JNJ Johnson & Johnson | 5.42% | 43,834 | $11.1M | Reduce -0.9% |
| GWW WW Grainger Inc. | 5.23% | 7,893 | $10.7M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 5.15% | 57,252 | $10.6M | Add +0.5% |
| WMT Walmart Inc. | 4.68% | 84,870 | $9.6M | Reduce -1.4% |
| ORCL Oracle Corp. | 4.22% | 59,137 | $8.7M | Reduce -0.2% |
| V Visa Inc. Class A | 4.03% | 24,101 | $8.3M | Add +0.4% |
| LHX L3HARRIS Technologies Inc. | 3.69% | 26,057 | $7.6M | Add +1.4% |
| NEE Nextera Energy Inc. | 3.42% | 80,016 | $7.0M | Reduce -0.7% |
| BRO Brown & Brown Inc. | 3.24% | 103,796 | $6.7M | Add +2.5% |
| CVX Chevron Corp. | 2.90% | 35,919 | $6.0M | Add +0.7% |
| APD Air Products & Chemicals Inc. | 2.88% | 20,135 | $5.9M | Reduce -1.9% |
| KMB Kimberly-Clark Corp. | 2.63% | 49,255 | $5.4M | Add +4.9% |
| MCD McDonald's Corp. | 2.59% | 19,682 | $5.3M | Add +3.4% |
| ADP Automatic Data Processing | 2.57% | 23,531 | $5.3M | Add +2.2% |
| TPL Texas Pacific Land Corp. | 2.42% | 11,340 | $5.0M | No change |
| KR Kroger Co. | 2.42% | 89,359 | $5.0M | Add +3.0% |
| PEP Pepsico Inc. | 2.11% | 31,986 | $4.3M | Add +4.8% |
| NVDA Nvidia Corp. | 1.99% | 20,470 | $4.1M | No change |
| VZ Verizon Communications Inc. | 1.82% | 88,157 | $3.7M | Reduce -0.9% |
| MKC McCormick & Co.-Non VTG SHRS | 1.72% | 70,103 | $3.5M | Add +7.7% |
| MDT Medtronic PLC | 1.62% | 42,477 | $3.3M | Add +5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.46% | 4,004 | $3.0M | No change |
| XOM Exxon Mobil Corp. | 1.20% | 18,073 | $2.5M | No change |
| MTDR Matador Resources Co. | 0.94% | 38,600 | $1.9M | Reduce -9.0% |
| GOOG Alphabet Inc. Class C | 0.80% | 4,670 | $1.7M | No change |
| TIP iShares Tips Bond ETF | 0.80% | 14,932 | $1.6M | Add +1.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.74% | 2,920 | $1.5M | No change |
| MSFT Microsoft Corp. | 0.74% | 4,071 | $1.5M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 0.64% | 17,006 | $1.3M | Add +1.0% |
| CAT Caterpillar Inc. | 0.58% | 1,120 | $1.2M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.55% | 18,490 | $1.1M | No change |
| BAC Bank of America Corp. | 0.49% | 17,571 | $1.0M | No change |
| FANG Diamondback Energy Inc. | 0.36% | 4,160 | $731K | No change |
| OKE Oneok Inc. | 0.33% | 7,824 | $680K | No change |
| TRN Trinity Industries Inc. | 0.30% | 18,000 | $622K | No change |
| TSCO Tractor Supply Company | 0.28% | 18,000 | $569K | No change |
| ET Energy Transfer LP | 0.27% | 29,000 | $554K | No change |
| DELL Dell Technologies -C | 0.21% | 1,000 | $431K | New |
| AMZN Amazon.com Inc. | 0.21% | 1,792 | $427K | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 3,500 | $408K | No change |
| MRVL Marvell Technology Inc. | 0.19% | 1,335 | $398K | New |
| MU Micron Technology Inc. | 0.19% | 340 | $392K | New |
| AVGO Broadcom Inc. | 0.19% | 1,015 | $383K | No change |
| FDX FedEx Corp. | 0.16% | 1,066 | $334K | Reduce -8.6% |
| USAC USA Compression Partners LP | 0.15% | 12,000 | $317K | No change |
| CMC Commercial Metals Co. | 0.15% | 5,000 | $314K | No change |
| XSD SS SPDR S&P Semiconductor | 0.15% | 496 | $309K | New |
| GNRC Generac Holdings Inc. | 0.14% | 1,000 | $293K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.12% | 13,650 | $247K | New |
| ASO Academy Sports & Outdoors Inc. | 0.11% | 5,000 | $236K | No change |
| WFC Wells Fargo & Co. | 0.11% | 2,638 | $218K | No change |
| AME Ametek Inc. | 0.10% | 863 | $209K | New |