| AAPL Apple Inc. | 7.71% | 60,065 | $15.2M | Reduce -5.4% |
| ETN Eaton Corp. PLC | 5.75% | 31,785 | $11.4M | Reduce -3.6% |
| JNJ Johnson & Johnson | 5.47% | 44,229 | $10.8M | Reduce -3.8% |
| WMT Walmart Inc. | 5.41% | 86,109 | $10.7M | Reduce -3.1% |
| DE Deere & Co. | 5.18% | 18,179 | $10.2M | Reduce -4.1% |
| LHX L3HARRIS Technologies Inc. | 4.49% | 25,702 | $8.9M | Reduce -3.2% |
| ORCL Oracle Corp. | 4.41% | 59,235 | $8.7M | Reduce -3.5% |
| GWW WW Grainger Inc. | 4.39% | 7,958 | $8.7M | Reduce -2.8% |
| NEE Nextera Energy Inc. | 3.78% | 80,569 | $7.5M | Reduce -3.7% |
| CVX Chevron Corp. | 3.73% | 35,667 | $7.4M | Reduce -3.1% |
| QCOM Qualcomm Inc. | 3.71% | 56,957 | $7.3M | Reduce -1.6% |
| V Visa Inc. Class A | 3.67% | 24,015 | $7.3M | Reduce -0.8% |
| BRO Brown & Brown Inc. | 3.34% | 101,227 | $6.6M | Reduce -0.4% |
| KR Kroger Co. | 3.18% | 86,789 | $6.3M | Add +0.9% |
| APD Air Products & Chemicals Inc. | 3.01% | 20,514 | $6.0M | Reduce -1.9% |
| MCD McDonald's Corp. | 2.99% | 19,031 | $5.9M | Reduce -3.4% |
| TPL Texas Pacific Land Corp. | 2.72% | 11,340 | $5.4M | No change |
| PEP Pepsico Inc. | 2.40% | 30,508 | $4.7M | Reduce -4.1% |
| ADP Automatic Data Processing | 2.37% | 23,027 | $4.7M | Add +0.3% |
| KMB Kimberly-Clark Corp. | 2.29% | 46,954 | $4.5M | Reduce -1.3% |
| VZ Verizon Communications Inc. | 2.26% | 88,958 | $4.5M | Reduce -2.6% |
| NVDA Nvidia Corp. | 1.81% | 20,470 | $3.6M | No change |
| MDT Medtronic PLC | 1.76% | 40,146 | $3.5M | Reduce -3.8% |
| MKC McCormick & Co.-Non VTG SHRS | 1.66% | 65,088 | $3.3M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 1.55% | 18,073 | $3.1M | No change |
| MTDR Matador Resources Co. | 1.35% | 42,400 | $2.7M | Reduce -16.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.32% | 4,004 | $2.6M | No change |
| TIP iShares Tips Bond ETF | 0.82% | 14,686 | $1.6M | No change |
| MSFT Microsoft Corp. | 0.76% | 4,083 | $1.5M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.68% | 2,920 | $1.4M | No change |
| GOOG Alphabet Inc. Class C | 0.68% | 4,670 | $1.3M | No change |
| BIV Vanguard Intermediate-Term B | 0.66% | 16,837 | $1.3M | Add +0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.53% | 18,490 | $1.0M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 17,571 | $857K | No change |
| FANG Diamondback Energy Inc. | 0.42% | 4,160 | $823K | No change |
| TSCO Tractor Supply Company | 0.41% | 18,000 | $815K | No change |
| CAT Caterpillar Inc. | 0.40% | 1,120 | $793K | No change |
| OKE Oneok Inc. | 0.36% | 7,824 | $707K | No change |
| TRN Trinity Industries Inc. | 0.29% | 18,000 | $579K | No change |
| ET Energy Transfer LP | 0.28% | 29,000 | $560K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 3,500 | $512K | Add +40.0% |
| FDX FedEx Corp. | 0.21% | 1,166 | $415K | No change |
| HON Honeywell International Inc. | 0.20% | 1,781 | $403K | No change |
| AMZN Amazon.com Inc. | 0.19% | 1,780 | $371K | No change |
| USAC USA Compression Partners LP | 0.16% | 12,000 | $325K | No change |
| AVGO Broadcom Inc. | 0.16% | 1,015 | $314K | No change |
| CMC Commercial Metals Co. | 0.16% | 5,000 | $307K | No change |
| ASO Academy Sports & Outdoors Inc. | 0.14% | 5,000 | $282K | No change |
| WFC Wells Fargo & Co. | 0.11% | 2,638 | $210K | No change |