| Berkshire Hathaway Inc. | 13,671 | US$6.84M | 4.1% |
| Rtx Corporation | 33,745 | US$6.4M | 3.8% |
| Jp Morgan Chase & Co. | 18,343 | US$6M | 3.6% |
| Johnson & Johnson | 23,041 | US$5.85M | 3.5% |
| Philip Morris International Inc | 29,442 | US$5.33M | 3.2% |
| Alphabet Inc (google) Class C | 14,425 | US$5.16M | 3.1% |
| Cisco Systems, Inc. | 42,990 | US$5.05M | 3.0% |
| Unitedhealth Group Incorporated | 10,690 | US$4.44M | 2.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 52,656 | US$3.96M | 2.4% |
| Amazon.com, Inc. | 14,600 | US$3.48M | 2.1% |
| Texas Instruments Incorporated | 10,144 | US$3.02M | 1.8% |
| Walmart Inc. | 26,330 | US$2.98M | 1.8% |
| Chevron Corporation | 17,860 | US$2.96M | 1.8% |
| Meta Platforms, Inc. | 5,150 | US$2.9M | 1.7% |
| Lowe's Companies, Inc. | 12,990 | US$2.86M | 1.7% |
| Eog Resources, Inc. | 20,671 | US$2.68M | 1.6% |
| Paccar Inc. | 22,036 | US$2.65M | 1.6% |
| Intel Corporation | 18,906 | US$2.64M | 1.6% |
| Mastercard Incorporated | 5,050 | US$2.59M | 1.5% |
| Citigroup, Inc. | 18,180 | US$2.54M | 1.5% |
| Agilent Technologies, Inc. | 19,120 | US$2.54M | 1.5% |
| Charles River Laboratories International, Inc. | 11,040 | US$2.5M | 1.5% |
| Progressive Corporation (the) | 11,100 | US$2.42M | 1.4% |
| Owens Corning Inc | 14,890 | US$2.37M | 1.4% |
| Dick's Sporting Goods Inc | 10,239 | US$2.32M | 1.4% |
| Yum! Brands, Inc. | 14,360 | US$2.3M | 1.4% |
| Veralto Corp | 25,463 | US$2.26M | 1.3% |
| Quest Diagnostics Incorporated | 9,882 | US$2.09M | 1.2% |
| Microsoft Corp. | 5,530 | US$2.06M | 1.2% |
| Itt Inc. | 10,260 | US$2.03M | 1.2% |
| Target Corporation | 15,480 | US$2.02M | 1.2% |
| Westinghouse Air Brake Technologies Corporation | 7,355 | US$1.98M | 1.2% |
| Micron Technology, Inc. | 1,714 | US$1.98M | 1.2% |
| Netapp, Inc. | 12,280 | US$1.9M | 1.1% |
| Hca Healthcare, Inc. | 4,808 | US$1.87M | 1.1% |
| Wells Fargo & Company | 21,656 | US$1.79M | 1.1% |
| Conocophillips | 16,828 | US$1.75M | 1.0% |
| Qualcomm Incorporated | 9,460 | US$1.75M | 1.0% |
| Freeport-mcmoran, Inc. | 25,920 | US$1.63M | 0.97% |
| Raymond James Financial, Inc. | 10,520 | US$1.6M | 0.95% |
| East West Bancorp, Inc. | 12,310 | US$1.59M | 0.95% |
| Steel Dynamics, Inc. | 6,905 | US$1.58M | 0.94% |
| American Electric Power Company, Inc. | 11,520 | US$1.58M | 0.94% |
| Axis Capital Holdings Limited | 14,573 | US$1.57M | 0.93% |
| Ross Stores, Inc. | 7,252 | US$1.54M | 0.92% |
| Msc Industrial Direct Company, Inc. | 12,932 | US$1.54M | 0.92% |
| Allison Transmission Holdings, Inc. | 13,577 | US$1.53M | 0.91% |
| Walt Disney Company (the) | 15,790 | US$1.52M | 0.90% |
| Us Foods Holding Corp. | 14,730 | US$1.51M | 0.90% |
| Landstar System, Inc. | 7,110 | US$1.47M | 0.88% |
| J.b. Hunt Transport Services, Inc. | 5,071 | US$1.47M | 0.87% |
| United Therapeutics Corporation | 2,672 | US$1.45M | 0.86% |
| At&t Inc. | 69,940 | US$1.45M | 0.86% |
| Zebra Technologies Corporation | 5,384 | US$1.42M | 0.84% |
| Slb Limited | 29,360 | US$1.36M | 0.81% |
| Allegion Plc | 9,083 | US$1.28M | 0.76% |
| Generac Holdings Inc. | 4,097 | US$1.2M | 0.71% |
| Flex Ltd. | 7,190 | US$1.17M | 0.69% |
| D.r. Horton, Inc. | 7,090 | US$1.15M | 0.69% |
| Cactus, Inc. Class A Common Stock | 22,340 | US$1.14M | 0.68% |
| Union Pacific Corporation | 4,110 | US$1.12M | 0.67% |
| Public Storage | 3,477 | US$1.11M | 0.66% |
| Jones Lang Lasalle Incorporated | 3,510 | US$1.09M | 0.65% |
| Constellation Brands, Inc. | 7,650 | US$1.06M | 0.63% |
| Nvidia Corporation | 5,300 | US$1.06M | 0.63% |
| Curtiss-wright Corporation | 1,377 | US$1.04M | 0.62% |
| Align Technology, Inc. | 6,000 | US$1.01M | 0.60% |
| Jack Henry & Associates, Inc. | 7,230 | US$996K | 0.59% |
| Apa Corporation | 29,680 | US$967K | 0.58% |
| Caseys General Stores, Inc. | 1,151 | US$915K | 0.54% |
| Paycom Software, Inc. | 7,200 | US$905K | 0.54% |
| Nvent Electric Plc | 4,980 | US$845K | 0.50% |
| Regeneron Pharmaceuticals, Inc. | 1,302 | US$812K | 0.48% |
| Phillips 66 | 4,512 | US$763K | 0.45% |
| Borgwarner Inc. | 10,013 | US$665K | 0.40% |
| Csx Corporation | 12,010 | US$571K | 0.34% |
| Resmed Inc. | 2,870 | US$559K | 0.33% |
| Warner Music Group Corp. | 12,427 | US$336K | 0.20% |
| Ulta Beauty, Inc. | 690 | US$311K | 0.19% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Cf Industries Holdings, Inc. | 0 | US$0 | 0.00% |
| Ge Healthcare Technologies Inc. | 0 | US$0 | 0.00% |
| Otis Worldwide Corporation | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Genuine Parts Company | 0 | US$0 | 0.00% |
| Cencora, Inc. | 0 | US$0 | 0.00% |
| Pool Corporation | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |