| Applied Materials, Inc. | 38,952 | US$28.2M | 8.8% |
| Berkshire Hathaway Inc. | 26,603 | US$13.3M | 4.2% |
| Apple Inc | 37,125 | US$10.7M | 3.4% |
| Microsoft Corp. | 28,755 | US$10.7M | 3.4% |
| Generac Holdings Inc. | 30,115 | US$8.82M | 2.8% |
| Marriott International | 22,856 | US$8.47M | 2.7% |
| Caseys General Stores, Inc. | 10,022 | US$7.97M | 2.5% |
| Healthequity, Inc. | 71,799 | US$6.48M | 2.0% |
| Advanced Micro Devices Inc | 10,881 | US$6.32M | 2.0% |
| Cisco Systems, Inc. | 52,891 | US$6.21M | 2.0% |
| Deere & Company | 9,026 | US$5.73M | 1.8% |
| American Express Company | 16,760 | US$5.67M | 1.8% |
| Caterpillar, Inc. | 5,073 | US$5.4M | 1.7% |
| Costco Wholesale Corporation | 5,696 | US$5.33M | 1.7% |
| Bank Of America Corporation | 83,283 | US$4.75M | 1.5% |
| Valero Energy Corporation | 17,061 | US$4.44M | 1.4% |
| Ocular Therapeutix, Inc. | 435K | US$4.27M | 1.3% |
| Walmart Inc. | 36,347 | US$4.12M | 1.3% |
| Ryman Hospitality Properties, Inc. (reit) | 30,511 | US$3.92M | 1.2% |
| Alphabet Inc (google) Class C | 10,653 | US$3.81M | 1.2% |
| Lockheed Martin Corporation | 6,518 | US$3.32M | 1.0% |
| Graham Holdings Company | 2,904 | US$3.32M | 1.0% |
| Nvr, Inc. | 440 | US$3M | 0.94% |
| Haemonetics Corporation | 37,115 | US$2.78M | 0.87% |
| Fedex Corporation | 8,674 | US$2.72M | 0.85% |
| Lpl Financial Holdings Inc. | 9,231 | US$2.6M | 0.82% |
| Intuit Inc. | 9,628 | US$2.51M | 0.79% |
| F5, Inc. | 6,012 | US$2.5M | 0.79% |
| L3harris Technologies, Inc. | 7,778 | US$2.26M | 0.71% |
| Jp Morgan Chase & Co. | 6,833 | US$2.24M | 0.70% |
| Netflix, Inc. | 30,715 | US$2.19M | 0.69% |
| Darden Restaurants, Inc. | 10,347 | US$2.13M | 0.67% |
| Blue Owl Capital Corporation | 191K | US$2.08M | 0.65% |
| Capital One Financial Corporation | 10,087 | US$2.02M | 0.64% |
| Enbridge Inc. | 36,402 | US$1.97M | 0.62% |
| Diageo Plc | 24,276 | US$1.95M | 0.61% |
| United Parcel Service, Inc. | 17,196 | US$1.85M | 0.58% |
| Sysco Corporation | 21,580 | US$1.8M | 0.57% |
| Rtx Corporation | 9,486 | US$1.8M | 0.57% |
| Titan International, Inc. (de) | 232K | US$1.79M | 0.56% |
| Coca-cola Company (the) | 21,825 | US$1.77M | 0.56% |
| Millrose Properties, Inc. | 57,731 | US$1.73M | 0.54% |
| Msc Industrial Direct Company, Inc. | 14,445 | US$1.72M | 0.54% |
| Fastenal Company | 35,203 | US$1.69M | 0.53% |
| Buckle, Inc. (the) | 39,175 | US$1.65M | 0.52% |
| Archer-daniels-midland Company | 21,448 | US$1.64M | 0.51% |
| Phillips 66 | 9,401 | US$1.59M | 0.50% |
| Bj's Wholesale Club Holdings, Inc. | 18,177 | US$1.59M | 0.50% |
| Qualcomm Incorporated | 8,572 | US$1.58M | 0.50% |
| Canadian National Railway Company | 13,168 | US$1.57M | 0.49% |
| Home Depot, Inc. (the) | 4,401 | US$1.55M | 0.49% |
| Abm Industries Incorporated | 34,694 | US$1.53M | 0.48% |
| Blue Owl Capital Inc. | 172K | US$1.51M | 0.47% |
| Robert Half Inc. | 48,454 | US$1.49M | 0.47% |
| Johnson & Johnson | 5,788 | US$1.47M | 0.46% |
| Atlantic Union Bankshares Corporation | 34,083 | US$1.44M | 0.45% |
| Ferguson Enterprises Inc. | 5,979 | US$1.42M | 0.45% |
| Fortinet, Inc. | 9,204 | US$1.41M | 0.44% |
| Regal Rexnord Corporation | 5,736 | US$1.37M | 0.43% |
| Vici Properties Inc. | 51,063 | US$1.36M | 0.43% |
| Cal-maine Foods, Inc. | 16,643 | US$1.34M | 0.42% |
| Exxon Mobil Corporation | 9,609 | US$1.31M | 0.41% |
| Sandisk Corporation | 558 | US$1.27M | 0.40% |
| Salesforce, Inc. | 7,876 | US$1.23M | 0.39% |
| Saul Centers, Inc. | 32,093 | US$1.2M | 0.38% |
| Iron Mountain Incorporated (delaware) | 9,369 | US$1.18M | 0.37% |
| Murphy Usa Inc. | 2,183 | US$1.18M | 0.37% |
| Redwood Trust, Inc. | 245K | US$1.16M | 0.36% |
| Cracker Barrel Old Country Store, Inc. | 21,788 | US$1.16M | 0.36% |
| T. Rowe Price Group, Inc. | 10,073 | US$1.15M | 0.36% |
| Western Digital Corporation | 1,791 | US$1.14M | 0.36% |
| Chevron Corporation | 6,854 | US$1.14M | 0.36% |
| Verizon Communications Inc. | 25,568 | US$1.08M | 0.34% |
| Texas Roadhouse, Inc. | 5,296 | US$1.02M | 0.32% |
| Heartland Express, Inc. | 64,751 | US$986K | 0.31% |
| Corning Incorporated | 3,699 | US$945K | 0.30% |
| Newmont Corporation | 10,000 | US$934K | 0.29% |
| Leidos Holdings, Inc. | 8,675 | US$893K | 0.28% |
| Simon Property Group, Inc. | 3,976 | US$889K | 0.28% |
| Baxter International Inc. | 40,236 | US$858K | 0.27% |
| Genuine Parts Company | 7,156 | US$844K | 0.27% |
| Nvidia Corporation | 4,180 | US$837K | 0.26% |
| Omega Healthcare Investors, Inc. | 17,500 | US$834K | 0.26% |
| The Travelers Companies, Inc. | 2,507 | US$828K | 0.26% |
| Sinclair, Inc. | 55,399 | US$789K | 0.25% |
| Palo Alto Networks, Inc. | 2,290 | US$781K | 0.25% |
| National Storage Affiliates Trust | 17,500 | US$778K | 0.24% |
| Southwest Airlines Company | 15,110 | US$777K | 0.24% |
| Bassett Furniture Industries, Incorporated | 40,352 | US$715K | 0.22% |
| Southern Company (the) | 7,291 | US$698K | 0.22% |
| Abbott Laboratories | 7,577 | US$688K | 0.22% |
| General Mills, Inc. | 19,480 | US$678K | 0.21% |
| Amgen Inc. | 1,847 | US$669K | 0.21% |
| Merck & Company, Inc. | 5,120 | US$658K | 0.21% |
| Kinder Morgan, Inc. | 20,453 | US$654K | 0.21% |
| Acuity Inc. | 1,720 | US$648K | 0.20% |
| Markel Group Inc. | 322 | US$630K | 0.20% |
| Bristol-myers Squibb Company | 10,447 | US$602K | 0.19% |
| Amazon.com, Inc. | 2,390 | US$570K | 0.18% |
| International Business Machines Corporation | 2,009 | US$565K | 0.18% |