| Berkshire Hathaway Inc. | 222K | US$111M | 5.8% |
| Ge Vernova Inc. | 59,538 | US$69.9M | 3.6% |
| Broadcom Inc. | 170K | US$64.1M | 3.3% |
| Asml Holding Nv | 25,422 | US$50.6M | 2.6% |
| Nvidia Corporation | 243K | US$48.5M | 2.5% |
| Alphabet Inc (google) Class C | 135K | US$48.3M | 2.5% |
| Apple Inc | 153K | US$44.2M | 2.3% |
| Caterpillar, Inc. | 40,795 | US$43.4M | 2.3% |
| Walmart Inc. | 254K | US$28.7M | 1.5% |
| Exxon Mobil Corporation | 206K | US$28.1M | 1.5% |
| Microsoft Corp. | 73,059 | US$27.3M | 1.4% |
| Parker-hannifin Corporation | 27,693 | US$27.1M | 1.4% |
| Amphenol Corporation | 152K | US$26.9M | 1.4% |
| Texas Instruments Incorporated | 83,685 | US$24.9M | 1.3% |
| Visa Inc. | 68,283 | US$23.4M | 1.2% |
| Marathon Petroleum Corporation | 91,147 | US$23.3M | 1.2% |
| Mckesson Corporation | 30,383 | US$23M | 1.2% |
| Goldman Sachs Group, Inc. (the) | 22,204 | US$22.5M | 1.2% |
| Marriott International | 59,636 | US$22.1M | 1.1% |
| S&p Global Inc. | 53,690 | US$21.9M | 1.1% |
| Allstate Corporation (the) | 89,061 | US$21.2M | 1.1% |
| Costco Wholesale Corporation | 21,774 | US$20.4M | 1.1% |
| Jp Morgan Chase & Co. | 57,319 | US$18.8M | 0.97% |
| Eli Lilly And Company | 15,564 | US$18.7M | 0.97% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 38,774 | US$18.5M | 0.96% |
| Stryker Corporation | 56,773 | US$17.9M | 0.93% |
| Home Depot, Inc. (the) | 50,294 | US$17.7M | 0.92% |
| Cintas Corporation | 103K | US$17.5M | 0.91% |
| Union Pacific Corporation | 62,804 | US$17.1M | 0.89% |
| Motorola Solutions, Inc. | 40,938 | US$17M | 0.88% |
| Tjx Companies, Inc. (the) | 111K | US$16.9M | 0.88% |
| Eog Resources, Inc. | 129K | US$16.7M | 0.87% |
| Sherwin-williams Company (the) | 48,224 | US$16.6M | 0.86% |
| Mcdonald's Corporation | 57,577 | US$15.6M | 0.81% |
| Meta Platforms, Inc. | 26,484 | US$14.9M | 0.77% |
| Carrier Global Corporation | 201K | US$14.8M | 0.77% |
| Marsh | 85,875 | US$14.3M | 0.74% |
| Automatic Data Processing, Inc. | 61,292 | US$13.7M | 0.71% |
| Danaher Corporation | 65,506 | US$12.5M | 0.65% |
| Constellation Energy Corporation | 49,698 | US$12.3M | 0.64% |
| Rio Tinto Plc | 127K | US$12.1M | 0.63% |
| Enterprise Products Partners L.p. | 321K | US$11.8M | 0.61% |
| Arthur J. Gallagher & Co. | 47,937 | US$11M | 0.57% |
| Polaris Inc. | 151K | US$10.4M | 0.54% |
| Quanta Services, Inc. | 12,216 | US$8.8M | 0.46% |
| Amazon.com, Inc. | 32,587 | US$7.77M | 0.40% |
| Cencora, Inc. | 27,065 | US$7.66M | 0.40% |
| Brunswick Corporation | 89,590 | US$7.55M | 0.39% |
| Apollo Global Management, Inc. (new) | 58,240 | US$6.89M | 0.36% |
| Oracle Corporation | 45,622 | US$6.69M | 0.35% |
| Intercontinental Exchange Inc. | 54,196 | US$6.67M | 0.35% |
| Walt Disney Company (the) | 66,843 | US$6.43M | 0.33% |
| Main Street Capital Corporation | 115K | US$5.95M | 0.31% |
| Arista Networks, Inc. | 33,510 | US$5.69M | 0.30% |
| Palo Alto Networks, Inc. | 16,069 | US$5.48M | 0.28% |
| Lam Research Corporation | 12,070 | US$5.23M | 0.27% |
| Tesla, Inc. | 11,955 | US$5.03M | 0.26% |
| Macom Technology Solutions Holdings, Inc. | 12,919 | US$4.91M | 0.25% |
| Applovin Corporation | 9,506 | US$4.9M | 0.25% |
| Chevron Corporation | 28,927 | US$4.8M | 0.25% |
| Emcor Group, Inc. | 5,145 | US$4.27M | 0.22% |
| Netflix, Inc. | 56,657 | US$4.05M | 0.21% |
| Mastercard Incorporated | 7,767 | US$3.99M | 0.21% |
| Celestica Inc. | 10,581 | US$3.86M | 0.20% |
| Devon Energy Corporation | 91,373 | US$3.78M | 0.20% |
| Coherent Corp. | 9,461 | US$3.73M | 0.19% |
| Sterling Infrastructure, Inc. | 4,063 | US$3.41M | 0.18% |
| Comfort Systems Usa, Inc. | 1,636 | US$3.24M | 0.17% |
| Ge Aerospace | 8,591 | US$3.21M | 0.17% |
| Stellar Bancorp, Inc. | 79,999 | US$3.15M | 0.16% |
| Lpl Financial Holdings Inc. | 9,995 | US$2.82M | 0.15% |
| Intuitive Surgical, Inc. | 6,516 | US$2.59M | 0.13% |
| Oneok, Inc. | 28,851 | US$2.51M | 0.13% |
| Spx Technologies, Inc. | 10,167 | US$2.49M | 0.13% |
| Phillips 66 | 14,180 | US$2.4M | 0.12% |
| Msci Inc. | 4,279 | US$2.4M | 0.12% |
| Williams Companies, Inc. (the) | 31,748 | US$2.36M | 0.12% |
| Palantir Technologies Inc. | 18,979 | US$2.21M | 0.11% |
| Booking Holdings Inc. Common Stock | 11,391 | US$2.03M | 0.11% |
| Cummins Inc. | 2,747 | US$1.96M | 0.10% |
| Eqt Corporation | 35,960 | US$1.91M | 0.10% |
| Nextera Energy, Inc. | 21,647 | US$1.9M | 0.10% |
| Cameco Corporation | 18,563 | US$1.89M | 0.10% |
| Merck & Company, Inc. | 14,554 | US$1.87M | 0.10% |
| Coca-cola Company (the) | 22,638 | US$1.84M | 0.10% |
| Ubiquiti Inc. | 3,433 | US$1.83M | 0.10% |
| Procter & Gamble Company (the) | 12,458 | US$1.83M | 0.09% |
| Mercadolibre, Inc. | 1,027 | US$1.74M | 0.09% |
| Crowdstrike Holdings, Inc. | 2,269 | US$1.73M | 0.09% |
| Waste Management, Inc. | 7,728 | US$1.72M | 0.09% |
| Kkr & Co. Inc. | 18,699 | US$1.72M | 0.09% |
| Vertiv Holdings, Llc | 5,042 | US$1.69M | 0.09% |
| Lockheed Martin Corporation | 3,223 | US$1.64M | 0.09% |
| Apa Corporation | 50,000 | US$1.63M | 0.08% |
| Deere & Company | 2,413 | US$1.53M | 0.08% |
| Duke Energy Corporation (holding Company) | 11,622 | US$1.47M | 0.08% |
| Flotek Industries, Inc. | 61,420 | US$1.44M | 0.07% |
| Abbvie Inc. | 5,576 | US$1.4M | 0.07% |
| Micron Technology, Inc. | 1,181 | US$1.36M | 0.07% |
| Vistra Corp. | 8,410 | US$1.33M | 0.07% |