| Nvidia Corporation | 418K | US$83.7M | 10.0% |
| Berkshire Hathaway Inc. | 163K | US$81.6M | 9.7% |
| Apple Inc | 111K | US$32.1M | 3.8% |
| Murphy Usa Inc. | 55,343 | US$29.8M | 3.6% |
| Palo Alto Networks, Inc. | 84,869 | US$28.9M | 3.5% |
| Asml Holding Nv | 11,993 | US$23.9M | 2.8% |
| Corning Incorporated | 83,070 | US$21.2M | 2.5% |
| Kla Corporation | 68,998 | US$20.8M | 2.5% |
| Alphabet Inc (google) Class C | 56,424 | US$20.2M | 2.4% |
| Amazon.com, Inc. | 82,891 | US$19.8M | 2.4% |
| Microsoft Corp. | 52,745 | US$19.7M | 2.3% |
| Rtx Corporation | 80,315 | US$15.2M | 1.8% |
| Visa Inc. | 43,714 | US$15M | 1.8% |
| Jp Morgan Chase & Co. | 43,630 | US$14.3M | 1.7% |
| Broadcom Inc. | 30,857 | US$11.7M | 1.4% |
| Forgent Power Solutions, Inc. | 200K | US$11.2M | 1.3% |
| Lowe's Companies, Inc. | 49,861 | US$11M | 1.3% |
| Meritage Homes Corporation | 124K | US$10.4M | 1.2% |
| Southern Copper Corporation | 58,802 | US$10.2M | 1.2% |
| Stryker Corporation | 31,409 | US$9.89M | 1.2% |
| Nextera Energy, Inc. | 113K | US$9.88M | 1.2% |
| Blackrock, Inc. | 9,771 | US$9.4M | 1.1% |
| Valmont Industries, Inc. | 14,981 | US$8.65M | 1.0% |
| International Business Machines Corporation | 30,105 | US$8.47M | 1.0% |
| Green Brick Partners, Inc. | 105K | US$8.39M | 1.0% |
| Costco Wholesale Corporation | 8,378 | US$7.84M | 0.94% |
| Deere & Company | 12,063 | US$7.65M | 0.91% |
| Diamondback Energy, Inc. | 42,790 | US$7.52M | 0.90% |
| Hubbell Inc | 14,050 | US$7.35M | 0.88% |
| Thermo Fisher Scientific Inc | 14,095 | US$7.07M | 0.84% |
| Synopsys, Inc. | 15,082 | US$6.73M | 0.80% |
| Murphy Oil Corporation | 198K | US$6.46M | 0.77% |
| Sharkninja, Inc. | 41,713 | US$6.35M | 0.76% |
| Caterpillar, Inc. | 5,549 | US$5.91M | 0.71% |
| Caseys General Stores, Inc. | 6,163 | US$4.9M | 0.58% |
| Trimble Inc. | 93,205 | US$4.77M | 0.57% |
| Johnson & Johnson | 15,085 | US$3.83M | 0.46% |
| T1 Energy Inc. | 391K | US$3.71M | 0.44% |
| Boston Scientific Corporation | 74,682 | US$3.19M | 0.38% |
| Waste Management, Inc. | 13,828 | US$3.08M | 0.37% |
| Mastercard Incorporated | 5,812 | US$2.99M | 0.36% |
| Eli Lilly And Company | 2,326 | US$2.79M | 0.33% |
| Tesla, Inc. | 5,676 | US$2.39M | 0.28% |
| Motorola Solutions, Inc. | 5,424 | US$2.25M | 0.27% |
| Altria Group, Inc. | 31,147 | US$2.24M | 0.27% |
| Fossil Group, Inc. | 493K | US$2.04M | 0.24% |
| Wec Energy Group, Inc. | 17,400 | US$2.03M | 0.24% |
| Procter & Gamble Company (the) | 13,139 | US$1.93M | 0.23% |
| Abbott Laboratories | 21,038 | US$1.91M | 0.23% |
| Union Pacific Corporation | 6,739 | US$1.83M | 0.22% |
| Rpm International Inc. | 15,905 | US$1.77M | 0.21% |
| Huntington Bancshares Incorporated | 84,931 | US$1.51M | 0.18% |
| Mplx Lp | 26,222 | US$1.48M | 0.18% |
| Home Depot, Inc. (the) | 4,138 | US$1.46M | 0.17% |
| Crowdstrike Holdings, Inc. | 1,838 | US$1.4M | 0.17% |
| Exxon Mobil Corporation | 8,685 | US$1.19M | 0.14% |
| Marriott International | 3,061 | US$1.13M | 0.14% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,779 | US$850K | 0.10% |
| Rayonier Inc. Reit | 36,239 | US$771K | 0.09% |
| Starbucks Corporation | 7,193 | US$735K | 0.09% |
| Devon Energy Corporation | 17,106 | US$707K | 0.08% |
| Chevron Corporation | 3,839 | US$636K | 0.08% |
| Amgen Inc. | 1,713 | US$620K | 0.07% |
| Intuitive Surgical, Inc. | 1,514 | US$602K | 0.07% |
| Texas Instruments Incorporated | 1,829 | US$545K | 0.07% |
| Sky Harbour Group Corporation | 52,038 | US$512K | 0.06% |
| Regions Financial Corporation | 16,916 | US$511K | 0.06% |
| Meta Platforms, Inc. | 798 | US$450K | 0.05% |
| Bank Of America Corporation | 7,837 | US$447K | 0.05% |
| Mcdonald's Corporation | 1,612 | US$436K | 0.05% |
| Citigroup, Inc. | 3,000 | US$420K | 0.05% |
| Ge Vernova Inc. | 353 | US$415K | 0.05% |
| Antero Midstream Corporation | 18,188 | US$414K | 0.05% |
| Salesforce, Inc. | 2,632 | US$412K | 0.05% |
| Valero Energy Corporation | 1,481 | US$386K | 0.05% |
| Alliance Resource Partners, L.p. | 15,931 | US$382K | 0.05% |
| Pepsico, Inc. | 2,775 | US$376K | 0.04% |
| Nucor Corporation | 1,668 | US$372K | 0.04% |
| Qualcomm Incorporated | 1,838 | US$340K | 0.04% |
| Walmart Inc. | 2,788 | US$316K | 0.04% |
| Abbvie Inc. | 1,182 | US$297K | 0.04% |
| Microchip Technology Incorporated | 3,168 | US$289K | 0.03% |
| U.s. Bancorp | 4,755 | US$287K | 0.03% |
| Coca-cola Company (the) | 3,450 | US$280K | 0.03% |
| Republic Services, Inc. | 1,297 | US$276K | 0.03% |
| Mge Energy Inc. | 3,269 | US$267K | 0.03% |
| Old Dominion Freight Line, Inc. | 1,180 | US$256K | 0.03% |
| Progressive Corporation (the) | 1,013 | US$221K | 0.03% |
| Zoetis Inc. | 2,708 | US$195K | 0.02% |
| Vistra Corp. | 1,221 | US$194K | 0.02% |
| Hewlett Packard Enterprise Company | 4,112 | US$185K | 0.02% |
| Uber Technologies, Inc. | 2,559 | US$185K | 0.02% |
| Booking Holdings Inc. Common Stock | 1,000 | US$178K | 0.02% |
| Phillips 66 | 1,054 | US$178K | 0.02% |
| American Electric Power Company, Inc. | 1,294 | US$177K | 0.02% |
| Danaher Corporation | 850 | US$162K | 0.02% |
| Iron Mountain Incorporated (delaware) | 1,254 | US$158K | 0.02% |
| American Express Company | 461 | US$156K | 0.02% |
| S&p Global Inc. | 345 | US$141K | 0.02% |
| Energy Transfer Lp | 6,996 | US$134K | 0.02% |