 HUNT J B TRANS SVCS INCJBHT |
| 12.35% | 12.1% | $218.1M | 753,536 | $172.5M | 814,280 | -60,744-7.46% | Reduce |
 AMAZON COM INCAMZN |
| 9.86% | 10.59% | $174.1M | 730,635 | $151.0M | 724,801 | +5,834+0.80% | Add |
 VULCAN MATLS COVMC |
| 9.32% | 10.67% | $164.6M | 558,032 | $152.1M | 558,625 | -593-0.11% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 9.2% | 9.51% | $162.5M | 316,409 | $135.6M | 271,286 | +45,123+16.63% | Add |
 GENERAC HLDGS INCGNRC |
| 8.95% | 7.13% | $158.1M | 540,077 | $101.6M | 520,272 | +19,805+3.81% | Add |
 WABTECWAB |
| 7.48% | 8.64% | $132.2M | 490,321 | $123.1M | 492,733 | -2,412-0.49% | Reduce |
 META PLATFORMS INCMETA |
| 7.37% | 9.29% | $130.2M | 231,133 | $132.4M | 231,358 | -225-0.10% | Reduce |
 ROCKET COS INC COM CL ARKT |
| 6.37% | 5.33% | $112.5M | 7.1M | $75.9M | 5.3M | +1.8M+34.02% | Add |
| CCBRE GROUP INC CL ACBRE |
| 6.18% | 6.93% | $109.2M | 810,552 | $98.8M | 729,608 | +80,944+11.09% | Add |
 UNION PAC CORPUNP |
| 6.14% | 3.91% | $108.5M | 398,803 | $55.7M | 229,487 | +169,316+73.78% | Add |
 SCHWAB CHARLES CORPSCHW |
| 6.11% | 8.51% | $108.0M | 1.2M | $121.4M | 1.3M | -121,221-9.39% | Reduce |
 TEXAS ROADHOUSE INC CLASS ATXRH |
| 5.83% | 4.95% | $103.0M | 532,925 | $70.5M | 427,182 | +105,743+24.75% | Add |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 2.58% | — | $45.6M | 585,000 | $0 | 0 | +585,000 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 2.24% | 2.44% | $39.6M | 57,684 | $34.8M | 58,285 | -601-1.03% | Reduce |
