| AAPL Apple Inc. | 8.74% | 63,500 | $17.3M | Reduce -3.3% |
| ORCL Oracle Corp. | 6.06% | 61,410 | $12.0M | Reduce -2.5% |
| ETN Eaton Corp. PLC | 5.31% | 32,959 | $10.5M | Reduce -0.9% |
| WMT Walmart Inc. | 5.01% | 88,862 | $9.9M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 5.01% | 57,876 | $9.9M | Reduce -1.5% |
| JNJ Johnson & Johnson | 4.82% | 45,997 | $9.5M | Reduce -0.2% |
| DE Deere & Co. | 4.47% | 18,964 | $8.8M | Reduce -0.9% |
| V Visa Inc. Class A | 4.30% | 24,203 | $8.5M | Reduce -1.6% |
| GWW WW Grainger Inc. | 4.18% | 8,187 | $8.3M | Reduce -3.3% |
| BRO Brown & Brown Inc. | 4.10% | 101,631 | $8.1M | Add +1.1% |
| LHX L3HARRIS Technologies Inc. | 3.94% | 26,540 | $7.8M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 3.40% | 83,653 | $6.7M | Reduce -1.2% |
| MCD McDonald's Corp. | 3.05% | 19,697 | $6.0M | Add +0.1% |
| ADP Automatic Data Processing | 2.99% | 22,950 | $5.9M | Add +1.8% |
| CVX Chevron Corp. | 2.84% | 36,806 | $5.6M | Add +0.2% |
| KR Kroger Co. | 2.72% | 86,045 | $5.4M | Reduce -1.6% |
| APD Air Products & Chemicals Inc. | 2.62% | 20,916 | $5.2M | Add +5.9% |
| KMB Kimberly-Clark Corp. | 2.43% | 47,553 | $4.8M | Add +57.5% |
| PEP Pepsico Inc. | 2.31% | 31,821 | $4.6M | Reduce -0.4% |
| MKC McCormick & Co.-Non VTG SHRS | 2.29% | 66,355 | $4.5M | Add +0.4% |
| MDT Medtronic PLC | 2.03% | 41,719 | $4.0M | Add +1.4% |
| NVDA Nvidia Corp. | 1.93% | 20,470 | $3.8M | No change |
| VZ Verizon Communications Inc. | 1.88% | 91,306 | $3.7M | Add +0.2% |
| TPL Texas Pacific Land Corp. | 1.65% | 11,340 | $3.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.38% | 4,004 | $2.7M | No change |
| XOM Exxon Mobil Corp. | 1.10% | 18,073 | $2.2M | Reduce -1.9% |
| MTDR Matador Resources Co. | 1.09% | 50,827 | $2.2M | No change |
| MSFT Microsoft Corp. | 1.00% | 4,083 | $2.0M | No change |
| TIP iShares Tips Bond ETF | 0.82% | 14,686 | $1.6M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.74% | 4,670 | $1.5M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.71% | 2,920 | $1.4M | No change |
| BIV Vanguard Intermediate-Term B | 0.66% | 16,733 | $1.3M | Add +1.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.53% | 18,490 | $1.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 17,571 | $966K | Reduce -2.4% |
| TSCO Tractor Supply Company | 0.46% | 18,000 | $900K | No change |
| CAT Caterpillar Inc. | 0.32% | 1,120 | $642K | No change |
| FANG Diamondback Energy Inc. | 0.32% | 4,160 | $625K | No change |
| OKE Oneok Inc. | 0.29% | 7,824 | $575K | No change |
| ET Energy Transfer LP | 0.24% | 29,000 | $478K | No change |
| TRN Trinity Industries Inc. | 0.24% | 18,000 | $476K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 2,500 | $444K | No change |
| AMZN Amazon.com Inc. | 0.21% | 1,780 | $411K | No change |
| AVGO Broadcom Inc. | 0.18% | 1,015 | $351K | No change |
| HON Honeywell International Inc. | 0.18% | 1,781 | $347K | No change |
| CMC Commercial Metals Co. | 0.18% | 5,000 | $346K | No change |
| FDX FedEx Corp. | 0.17% | 1,166 | $337K | No change |
| USAC USA Compression Partners LP | 0.14% | 12,000 | $276K | No change |
| ASO Academy Sports & Outdoors Inc. | 0.13% | 5,000 | $250K | No change |
| WFC Wells Fargo & Co. | 0.12% | 2,638 | $246K | No change |