 NVIDIA CORPORATIONNVDA |
| 13.79% | 13.33% | $41.7M | 208,547 | $36.0M | 206,615 | +1,932+0.94% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 8.26% | 10.46% | $25.0M | 57,135 | $28.3M | 59,555 | -2,420-4.06% | Reduce |
 APPLE INCAAPL |
| 6.44% | 6.31% | $19.5M | 67,352 | $17.0M | 67,171 | +181+0.27% | Add |
 AMAZON COM INCAMZN |
| 3.4% | 3.06% | $10.3M | 43,126 | $8.3M | 39,696 | +3,430+8.64% | Add |
 CATERPILLAR INCCAT |
| 2.85% | 2.27% | $8.6M | 8,087 | $6.1M | 8,652 | -565-6.53% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 2.54% | 2.71% | $7.7M | 122,137 | $7.3M | 124,683 | -2,546-2.04% | Reduce |
 BOEING COBA |
| 2.34% | 2.39% | $7.1M | 32,657 | $6.5M | 32,437 | +220+0.68% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.17% | 0.99% | $6.6M | 5,695 | $2.7M | 7,945 | -2,250-28.32% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.97% | 2.79% | $6.0M | 43,692 | $7.5M | 44,390 | -698-1.57% | Reduce |
 ONEOK INC NEWOKE |
| 1.9% | 2.39% | $5.7M | 66,126 | $6.5M | 71,619 | -5,493-7.67% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.76% | 2.05% | $5.3M | 73,705 | $5.6M | 77,215 | -3,510-4.55% | Reduce |
 ELI LILLY & COLLY |
| 1.73% | 1.83% | $5.2M | 4,359 | $5.0M | 5,392 | -1,033-19.16% | Reduce |
 EAST WEST BANCORP INCEWBC |
| 1.72% | 1.39% | $5.2M | 34,135 | $3.8M | 35,460 | -1,325-3.74% | Reduce |
 RYMAN HOSPITALITY PPTYS INCRHP |
| 1.57% | 1.23% | $4.8M | 37,068 | $3.3M | 35,916 | +1,152+3.21% | Add |
 META PLATFORMS INCMETA |
| 1.47% | 1.72% | $4.4M | 7,893 | $4.7M | 8,133 | -240-2.95% | Reduce |
 HOME DEPOT INCHD |
| 1.44% | 1.46% | $4.4M | 12,340 | $3.9M | 11,989 | +351+2.93% | Add |
 JPMORGAN CHASE & COJPM |
| 1.43% | 1.44% | $4.3M | 13,219 | $3.9M | 13,218 | +1+0.01% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.34% | 1.5% | $4.0M | 15,944 | $4.0M | 16,567 | -623-3.76% | Reduce |
| CCITIGROUP INCC |
| 1.33% | 1.26% | $4.0M | 28,690 | $3.4M | 30,030 | -1,340-4.46% | Reduce |
| AAAR CORPAIR |
| 1.24% | — | $3.8M | 26,305 | $0 | 0 | +26,305 | New Buy |
 EAGLE MATLS INCEXP |
| 1.2% | 1.15% | $3.6M | 16,100 | $3.1M | 16,449 | -349-2.12% | Reduce |
| TTERAWULF INC COMWULF |
| 1.14% | 0.82% | $3.5M | 139,750 | $2.2M | 153,750 | -14,000-9.11% | Reduce |
 MICROSOFT CORPMSFT |
| 1.12% | 1.46% | $3.4M | 9,100 | $4.0M | 10,672 | -1,572-14.73% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.12% | 0.91% | $3.4M | 7,079 | $2.5M | 7,276 | -197-2.71% | Reduce |
| MMILLROSE PPTYS INC CLASS AMRP |
| 1.1% | 1.13% | $3.3M | 110,600 | $3.0M | 108,844 | +1,756+1.61% | Add |
 UNITED PARCEL SVCS INCUPS |
| 1.06% | 1.09% | $3.2M | 29,915 | $2.9M | 29,834 | +81+0.27% | Add |
 APPLIED MATLS INCAMAT |
| 1.02% | 0.53% | $3.1M | 4,275 | $1.4M | 4,175 | +100+2.40% | Add |
 WALMART INCWMT |
| 1.02% | 1.28% | $3.1M | 27,254 | $3.5M | 27,926 | -672-2.41% | Reduce |
 EXPAND ENERGY CORPORATIONEXE |
| 1.01% | 1.26% | $3.1M | 33,574 | $3.4M | 31,014 | +2,560+8.25% | Add |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.79% | $2.7M | 7,620 | $2.1M | 7,410 | +210+2.83% | Add |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 0.83% | 0.34% | $2.5M | 23,850 | $914,826 | 12,450 | +11,400+91.57% | Add |
| FFRONTVIEW REIT INC COMFVR |
| 0.77% | 0.55% | $2.3M | 114,700 | $1.5M | 95,950 | +18,750+19.54% | Add |
 FIRST WATCH RESTAURANT GROUPFWRG |
| 0.76% | 0.65% | $2.3M | 177,250 | $1.7M | 166,750 | +10,500+6.30% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.75% | 0.94% | $2.3M | 2,434 | $2.5M | 2,557 | -123-4.81% | Reduce |
| MMASTEC INCMTZ |
| 0.73% | 0.89% | $2.2M | 5,310 | $2.4M | 7,500 | -2,190-29.20% | Reduce |
 CAPITAL SOUTHWEST CORP COMCSWC |
| 0.71% | 0.73% | $2.2M | 90,468 | $2.0M | 89,691 | +777+0.87% | Add |
 BROADCOM INCAVGO |
| 0.67% | 0.54% | $2.0M | 5,355 | $1.5M | 4,735 | +620+13.09% | Add |
| PPOWELL INDS INCPOWL |
| 0.65% | 0.63% | $2.0M | 6,850 | $1.7M | 3,151 | +3,699+117.39% | Add |
 XCEL ENERGY INC COMXEL |
| 0.62% | 0.68% | $1.9M | 23,245 | $1.8M | 23,240 | +5+0.02% | Add |
| CCLEVELAND-CLIFFS INC NEWCLF |
| 0.59% | 0.75% | $1.8M | 189,500 | $2.0M | 241,100 | -51,600-21.40% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.57% | 0.62% | $1.7M | 30,492 | $1.7M | 34,283 | -3,791-11.06% | Reduce |
| CCARPENTER TECHNOLOGY CORPCRS |
| 0.54% | 0.44% | $1.6M | 2,660 | $1.2M | 3,050 | -390-12.79% | Reduce |
 ETHAN ALLEN INTERIORS INCETD |
| 0.53% | 0.49% | $1.6M | 71,681 | $1.3M | 59,525 | +12,156+20.42% | Add |
 SOUTHWEST AIRLS CO COMLUV |
| 0.53% | 0.22% | $1.6M | 30,975 | $600,173 | 15,975 | +15,000+93.90% | Add |
| AAT&T INCT |
| 0.51% | 0.81% | $1.5M | 74,410 | $2.2M | 75,505 | -1,095-1.45% | Reduce |
 MERCK & CO INCMRK |
| 0.51% | 0.48% | $1.5M | 11,944 | $1.3M | 10,730 | +1,214+11.31% | Add |
 AMERICAN EXPRESS COAXP |
| 0.5% | 0.5% | $1.5M | 4,441 | $1.3M | 4,440 | +1+0.02% | Add |
 KIRBY CORPKEX |
| 0.49% | 0.63% | $1.5M | 11,015 | $1.7M | 12,815 | -1,800-14.05% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.49% | 0.59% | $1.5M | 18,093 | $1.6M | 19,989 | -1,896-9.49% | Reduce |
 AMGEN INC COMAMGN |
| 0.49% | 0.54% | $1.5M | 4,064 | $1.5M | 4,153 | -89-2.14% | Reduce |
