| Berkshire Hathaway Inc. | 154K | US$77M | 4.1% |
| Rtx Corporation | 381K | US$72.2M | 3.8% |
| Jp Morgan Chase & Co. | 205K | US$67.3M | 3.5% |
| Johnson & Johnson | 259K | US$65.9M | 3.5% |
| Philip Morris International Inc | 332K | US$60M | 3.2% |
| Alphabet Inc (google) Class C | 162K | US$57.9M | 3.0% |
| Cisco Systems, Inc. | 485K | US$57M | 3.0% |
| Unitedhealth Group Incorporated | 119K | US$49.5M | 2.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 595K | US$44.7M | 2.4% |
| Intel Corporation | 302K | US$42.2M | 2.2% |
| Texas Instruments Incorporated | 140K | US$41.8M | 2.2% |
| Amazon.com, Inc. | 165K | US$39.3M | 2.1% |
| Walmart Inc. | 297K | US$33.6M | 1.8% |
| Chevron Corporation | 201K | US$33.4M | 1.8% |
| Lowe's Companies, Inc. | 147K | US$32.3M | 1.7% |
| Eog Resources, Inc. | 231K | US$30M | 1.6% |
| Paccar Inc. | 247K | US$29.7M | 1.6% |
| Citigroup, Inc. | 205K | US$28.7M | 1.5% |
| Agilent Technologies, Inc. | 215K | US$28.6M | 1.5% |
| Charles River Laboratories International, Inc. | 124K | US$28.1M | 1.5% |
| Progressive Corporation (the) | 125K | US$27.4M | 1.4% |
| Owens Corning Inc | 168K | US$26.7M | 1.4% |
| Dick's Sporting Goods Inc | 114K | US$25.9M | 1.4% |
| Yum! Brands, Inc. | 162K | US$25.9M | 1.4% |
| Quest Diagnostics Incorporated | 111K | US$23.5M | 1.2% |
| Microsoft Corp. | 62,500 | US$23.3M | 1.2% |
| Meta Platforms, Inc. | 40,950 | US$23.1M | 1.2% |
| Mastercard Incorporated | 44,710 | US$23M | 1.2% |
| Itt Inc. | 116K | US$22.9M | 1.2% |
| Target Corporation | 174K | US$22.7M | 1.2% |
| Micron Technology, Inc. | 19,370 | US$22.4M | 1.2% |
| Veralto Corp | 252K | US$22.3M | 1.2% |
| Westinghouse Air Brake Technologies Corporation | 82,838 | US$22.3M | 1.2% |
| Netapp, Inc. | 139K | US$21.5M | 1.1% |
| Hca Healthcare, Inc. | 54,216 | US$21.1M | 1.1% |
| Wells Fargo & Company | 244K | US$20.1M | 1.1% |
| Qualcomm Incorporated | 107K | US$19.7M | 1.0% |
| Conocophillips | 188K | US$19.6M | 1.0% |
| Freeport-mcmoran, Inc. | 293K | US$18.4M | 0.97% |
| Raymond James Financial, Inc. | 118K | US$18M | 0.95% |
| East West Bancorp, Inc. | 139K | US$17.9M | 0.94% |
| Axis Capital Holdings Limited | 166K | US$17.8M | 0.94% |
| Steel Dynamics, Inc. | 77,634 | US$17.8M | 0.94% |
| American Electric Power Company, Inc. | 129K | US$17.7M | 0.93% |
| Ross Stores, Inc. | 81,471 | US$17.3M | 0.91% |
| Allison Transmission Holdings, Inc. | 153K | US$17.3M | 0.91% |
| Msc Industrial Direct Company, Inc. | 144K | US$17.1M | 0.90% |
| Us Foods Holding Corp. | 165K | US$16.9M | 0.89% |
| Landstar System, Inc. | 80,160 | US$16.6M | 0.87% |
| J.b. Hunt Transport Services, Inc. | 57,190 | US$16.6M | 0.87% |
| United Therapeutics Corporation | 30,228 | US$16.4M | 0.86% |
| Slb Limited | 331K | US$15.4M | 0.81% |
| Allegion Plc | 103K | US$14.4M | 0.76% |
| Generac Holdings Inc. | 46,361 | US$13.6M | 0.71% |
| Flex Ltd. | 81,330 | US$13.2M | 0.69% |
| D.r. Horton, Inc. | 80,110 | US$13M | 0.69% |
| Cactus, Inc. Class A Common Stock | 253K | US$12.9M | 0.68% |
| Union Pacific Corporation | 46,490 | US$12.6M | 0.67% |
| Public Storage | 39,171 | US$12.5M | 0.66% |
| Jones Lang Lasalle Incorporated | 39,430 | US$12.2M | 0.64% |
| Nvidia Corporation | 59,870 | US$12M | 0.63% |
| Curtiss-wright Corporation | 15,705 | US$11.9M | 0.63% |
| Align Technology, Inc. | 67,390 | US$11.4M | 0.60% |
| Apa Corporation | 335K | US$10.9M | 0.57% |
| Zebra Technologies Corporation | 39,191 | US$10.3M | 0.54% |
| Caseys General Stores, Inc. | 12,928 | US$10.3M | 0.54% |
| Paycom Software, Inc. | 81,210 | US$10.2M | 0.54% |
| Nvent Electric Plc | 55,958 | US$9.49M | 0.50% |
| Constellation Brands, Inc. | 65,900 | US$9.17M | 0.48% |
| Regeneron Pharmaceuticals, Inc. | 14,593 | US$9.1M | 0.48% |
| Walt Disney Company (the) | 93,830 | US$9.03M | 0.48% |
| Phillips 66 | 50,445 | US$8.53M | 0.45% |
| Borgwarner Inc. | 113K | US$7.52M | 0.40% |
| Csx Corporation | 135K | US$6.43M | 0.34% |
| Warner Music Group Corp. | 140K | US$3.8M | 0.20% |
| Ulta Beauty, Inc. | 7,830 | US$3.53M | 0.19% |
| Jack Henry & Associates, Inc. | 19,190 | US$2.64M | 0.14% |
| Pool Corporation | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Cencora, Inc. | 0 | US$0 | 0.00% |
| Resmed Inc. | 0 | US$0 | 0.00% |
| Cf Industries Holdings, Inc. | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Ge Healthcare Technologies Inc. | 0 | US$0 | 0.00% |