 APPLE INCAAPL |
| 10.58% | 10.08% | $22.9M | 79,009 | $20.4M | 80,196 | -1,187-1.48% | Reduce |
| IISHARES RUSSELLIWB |
| 10.13% | 9.58% | $21.9M | 53,446 | $19.4M | 54,299 | -853-1.57% | Reduce |
 CASEYS GEN STORES INCCASY |
| 7.7% | 7.66% | $16.6M | 20,935 | $15.5M | 21,264 | -329-1.55% | Reduce |
 MICROSOFT CORPMSFT |
| 6.48% | 6.92% | $14.0M | 37,515 | $14.0M | 37,773 | -258-0.68% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 6.27% | 7.16% | $13.5M | 14,480 | $14.5M | 14,522 | -42-0.29% | Reduce |
 CISCO SYS INCCSCO |
| 4.65% | 3.34% | $10.1M | 85,599 | $6.7M | 86,947 | -1,348-1.55% | Reduce |
 AMAZON COM INCAMZN |
| 4.57% | 4.31% | $9.9M | 41,390 | $8.7M | 41,825 | -435-1.04% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 3.78% | 3.94% | $8.2M | 32,155 | $8.0M | 32,594 | -439-1.35% | Reduce |
 CONOCOPHILLIPSCOP |
| 3.4% | 4.72% | $7.3M | 70,700 | $9.5M | 72,246 | -1,546-2.14% | Reduce |
 INTEL CORPINTC |
| 3.1% | 1.08% | $6.7M | 47,968 | $2.2M | 49,535 | -1,567-3.16% | Reduce |
 MCDONALDS CORPMCD |
| 2.88% | 3.53% | $6.2M | 23,054 | $7.1M | 22,953 | +101+0.44% | Add |
 FEDEX CORPFDX |
| 2.69% | 3.32% | $5.8M | 18,585 | $6.7M | 18,812 | -227-1.21% | Reduce |
 TJX COS INC NEWTJX |
| 2.66% | 3.04% | $5.8M | 37,960 | $6.1M | 38,485 | -525-1.36% | Reduce |
 JACOBS SOLUTIONS INCJ |
| 2.3% | 2.49% | $5.0M | 39,358 | $5.0M | 39,458 | -100-0.25% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.94% | 1.8% | $4.2M | 14,930 | $3.6M | 15,029 | -99-0.66% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.94% | 1.7% | $4.2M | 11,882 | $3.4M | 11,974 | -92-0.77% | Reduce |
 WALMART INCWMT |
| 1.72% | 2.04% | $3.7M | 32,883 | $4.1M | 33,153 | -270-0.81% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.45% | 1.36% | $3.1M | 15,646 | $2.7M | 15,738 | -92-0.58% | Reduce |
 CATERPILLAR INCCAT |
| 1.39% | 0.99% | $3.0M | 2,816 | $2.0M | 2,816 | 00.00% | Unchanged |
 VISA INCV |
| 1.29% | 1.2% | $2.8M | 8,094 | $2.4M | 8,016 | +78+0.97% | Add |
 CHEVRON CORPORATIONCVX |
| 1.27% | 1.74% | $2.8M | 16,619 | $3.5M | 17,004 | -385-2.26% | Reduce |
 UMB FINL CORPUMBF |
| 1.27% | 1.08% | $2.8M | 19,272 | $2.2M | 19,272 | 00.00% | Unchanged |
| SSTELLAR BANCORP INCSTEL |
| 1.2% | 1.19% | $2.6M | 65,848 | $2.4M | 65,848 | 00.00% | Unchanged |
| IISHARES RUSSELLIWM |
| 1.18% | 1.06% | $2.5M | 8,482 | $2.1M | 8,623 | -141-1.64% | Reduce |
 COMMERCE BANCSHARES INCCBSH |
| 1.15% | 1.05% | $2.5M | 43,100 | $2.1M | 43,125 | -25-0.06% | Reduce |
 PHILLIPS 66PSX |
| 1.04% | 1.19% | $2.3M | 13,327 | $2.4M | 13,234 | +93+0.70% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.99% | 0.69% | $2.1M | 5,159 | $1.4M | 5,159 | 00.00% | Unchanged |
| CCITIGROUP INCC |
| 0.99% | 0.87% | $2.1M | 15,302 | $1.8M | 15,454 | -152-0.98% | Reduce |
 NIKE INCNKE |
| 0.97% | 1.33% | $2.1M | 51,046 | $2.7M | 51,009 | +37+0.07% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.91% | 0.91% | $2.0M | 3,946 | $1.8M | 3,841 | +105+2.73% | Add |
 HOME DEPOT INCHD |
| 0.69% | 0.68% | $1.5M | 4,251 | $1.4M | 4,195 | +56+1.33% | Add |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.65% | — | $1.4M | 9,269 | $0 | 0 | +9,269 | New Buy |
| BBANK OF AMER CORPBAC |
| 0.64% | 0.6% | $1.4M | 24,348 | $1.2M | 24,713 | -365-1.48% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 0.6% | 0.78% | $1.3M | 31,244 | $1.6M | 31,319 | -75-0.24% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.43% | 0.49% | $920,334 | 15,972 | $986,735 | 16,269 | -297-1.83% | Reduce |
| SSPDR SERIES TRUSTXOP |
| 0.41% | 0.52% | $890,389 | 5,772 | $1.0M | 5,772 | 00.00% | Unchanged |
| AAmentum Holdings Inc. Ordinary SharesAMTM |
| 0.41% | 0.56% | $881,596 | 42,651 | $1.1M | 43,158 | -507-1.17% | Reduce |
 ALPHABET INCGOOGL |
| 0.39% | 0.34% | $835,125 | 2,336 | $693,989 | 2,413 | -77-3.19% | Reduce |
| GGOLDMAN SACHS ETF TRGSEW |
| 0.37% | 0.35% | $801,815 | 8,492 | $703,355 | 8,308 | +184+2.21% | Add |
 BROADCOM INCAVGO |
| 0.28% | 0.25% | $604,022 | 1,599 | $494,906 | 1,599 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 0.28% | 0.3% | $597,270 | 3,148 | $607,249 | 3,148 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLK |
| 0.27% | 0.21% | $572,878 | 3,006 | $428,855 | 3,226 | -220-6.82% | Reduce |
 UNION PAC CORPUNP |
| 0.25% | 0.24% | $539,376 | 1,983 | $484,512 | 1,997 | -14-0.70% | Reduce |
 BOEING COBA |
| 0.22% | 0.21% | $468,658 | 2,165 | $430,900 | 2,165 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 0.21% | 0.27% | $456,990 | 2,229 | $548,145 | 2,255 | -26-1.15% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.21% | 0.19% | $456,300 | 1,505 | $393,706 | 1,503 | +2+0.13% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.19% | 0.21% | $400,231 | 4,560 | $427,991 | 4,608 | -48-1.04% | Reduce |
 SHELL PLCSHEL |
| 0.16% | 0.23% | $344,123 | 4,438 | $459,234 | 4,938 | -500-10.13% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.15% | 0.15% | $334,531 | 1,022 | $305,044 | 1,037 | -15-1.45% | Reduce |
| AAT&T INCT |
| 0.15% | 0.22% | $321,844 | 15,548 | $445,315 | 15,361 | +187+1.22% | Add |
