 PROGRESSIVE CORPPGR |
| 15.85% | 16.25% | $28.2M | 128,918 | $25.6M | 129,026 | -108-0.08% | Reduce |
 MURPHY USA INCMUSA |
| 12.24% | 17.18% | $21.8M | 40,371 | $27.0M | 54,746 | -14,375-26.26% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 11.29% | 12% | $20.1M | 217,928 | $18.9M | 204,552 | +13,376+6.54% | Add |
 HEICO CORP NEWHEI |
| 11.07% | 7.41% | $19.7M | 55,055 | $11.7M | 55,246 | -191-0.35% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 9.73% | 7.24% | $17.3M | 86,461 | $11.4M | 65,334 | +21,127+32.34% | Add |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 8.27% | 6.69% | $14.7M | 187,368 | $10.5M | 142,549 | +44,819+31.44% | Add |
 ALPHABET INCGOOGL |
| 7.78% | 7.09% | $13.8M | 38,706 | $11.2M | 38,825 | -119-0.31% | Reduce |
 AMAZON COM INCAMZN |
| 6.61% | 6.53% | $11.8M | 49,318 | $10.3M | 49,371 | -53-0.11% | Reduce |
 MICROSOFT CORPMSFT |
| 4.81% | 5.7% | $8.6M | 22,931 | $9.0M | 24,240 | -1,309-5.40% | Reduce |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 3.53% | 4.33% | $6.3M | 14,338 | $6.8M | 14,369 | -31-0.22% | Reduce |
 IES HOLDINGS INCIESC |
| 3.52% | 2.58% | $6.3M | 8,510 | $4.1M | 8,540 | -30-0.35% | Reduce |
| OOCTAVE SPECIALTY GROUP INC COM NEWOSG |
| 1.95% | 1.61% | $3.5M | 554,818 | $2.5M | 546,569 | +8,249+1.51% | Add |
| RROUNDHILL ETF TRUSTNCLD |
| 1.91% | — | $3.4M | 45,888 | $0 | 0 | +45,888 | New Buy |
| TTOPBUILD CORBLD |
| 1.44% | — | $2.6M | 7,100 | $0 | 0 | +7,100 | New Buy |
