 KEYSIGHT TECHNOLOGIES INCKEYS |
| 9.06% | 8.27% | $34.5M | 98,639 | $28.7M | 101,573 | -2,934-2.89% | Reduce |
| FFTAI AVIATION LTDFTAI |
| 8.58% | 8.49% | $32.7M | 120,801 | $29.4M | 120,182 | +619+0.52% | Add |
 DEERE & CODE |
| 7.67% | 7.53% | $29.2M | 46,041 | $26.1M | 46,383 | -342-0.74% | Reduce |
 CUMMINS INCCMI |
| 6.96% | 5.89% | $26.5M | 37,150 | $20.4M | 37,935 | -785-2.07% | Reduce |
| FFEDERAL AGRIC MTG CORPAGM |
| 5.45% | 4.44% | $20.8M | 104,203 | $15.4M | 103,743 | +460+0.44% | Add |
 TJX COS INC NEWTJX |
| 5.31% | 6.22% | $20.2M | 133,621 | $21.6M | 135,032 | -1,411-1.04% | Reduce |
 ALPHABET INCGOOGL |
| 5.19% | 4.63% | $19.8M | 55,288 | $16.1M | 55,846 | -558-1.00% | Reduce |
 COPART INC COMCPRT |
| 4.77% | 6.09% | $18.2M | 644,244 | $21.1M | 636,508 | +7,736+1.22% | Add |
 CISCO SYS INCCSCO |
| 4.62% | 3.37% | $17.6M | 149,882 | $11.7M | 150,832 | -950-0.63% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 3.9% | 4.14% | $14.9M | 41,964 | $14.4M | 41,874 | +90+0.21% | Add |
 WILLIAMS COS INCWMB |
| 3.9% | 4.19% | $14.8M | 199,712 | $14.5M | 199,736 | -24-0.01% | Reduce |
 NEW YORK TIMES CO MTN BENYT |
| 3.79% | 5.04% | $14.4M | 206,200 | $17.5M | 208,729 | -2,529-1.21% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.45% | 3.74% | $13.1M | 26,252 | $13.0M | 27,065 | -813-3.00% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 3.39% | 3.59% | $12.9M | 50,844 | $12.5M | 50,996 | -152-0.30% | Reduce |
 BANK OZK LITTLE ROCK ARKOZK |
| 3.31% | 3.17% | $12.6M | 242,266 | $11.0M | 239,387 | +2,879+1.20% | Add |
 CHUBB LIMITEDCB |
| 3.02% | 3.16% | $11.5M | 33,775 | $10.9M | 33,576 | +199+0.59% | Add |
 ECOLAB INCECL |
| 2.9% | 2.98% | $11.0M | 39,439 | $10.3M | 38,757 | +682+1.76% | Add |
 AMAZON COM INCAMZN |
| 2.83% | 2.71% | $10.8M | 45,202 | $9.4M | 45,112 | +90+0.20% | Add |
| AA2Z CUST2MATE SOLUTIONS CORP COMAZ |
| 2.8% | 2.97% | $10.7M | 1.8M | $10.3M | 1.5M | +288,625+18.71% | Add |
 CANADIAN NATL RY COCNI |
| 2.75% | 2.56% | $10.5M | 87,922 | $8.9M | 86,467 | +1,455+1.68% | Add |
 EAGLE MATLS INCEXP |
| 2.38% | 2.42% | $9.1M | 40,238 | $8.4M | 44,344 | -4,106-9.26% | Reduce |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.51% | 1.48% | $5.8M | 30,621 | $5.1M | 30,851 | -230-0.75% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 0.97% | 0.91% | $3.7M | 22,777 | $3.1M | 21,985 | +792+3.60% | Add |
 INGREDION INC COMINGR |
| 0.49% | 0.64% | $1.9M | 19,850 | $2.2M | 19,850 | 00.00% | Unchanged |
 Jack Henry & Associates, IncJKHY |
| 0.36% | 0.45% | $1.4M | 9,838 | $1.6M | 9,838 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 0.12% | 0.12% | $466,107 | 1,611 | $408,811 | 1,611 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.12% | 0.11% | $450,302 | 603 | $392,155 | 603 | 00.00% | Unchanged |
| NNRG ENERGY INCNRG |
| 0.09% | 0.1% | $341,050 | 2,335 | $341,237 | 2,335 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.09% | 0.08% | $330,171 | 785 | $291,824 | 785 | 00.00% | Unchanged |
 BIOHAVEN LTDBHVN |
| 0.08% | 0.06% | $297,600 | 20,000 | $194,495 | 22,990 | -2,990-13.01% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.08% | 0.1% | $290,306 | 730 | $336,523 | 730 | 00.00% | Unchanged |
| IINTERDIGITAL INCIDCC |
| 0.07% | 0.09% | $284,546 | 1,005 | $303,510 | 1,005 | 00.00% | Unchanged |
