 APPLE INCAAPL |
| 4.81% | 4.65% | $123.7M | 427,491 | $108.6M | 427,887 | -396-0.09% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.35% | 4.13% | $112.0M | 559,630 | $96.6M | 553,620 | +6,010+1.09% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 2.93% | 3.46% | $75.5M | 172,413 | $80.9M | 170,484 | +1,929+1.13% | Add |
 MICROSOFT CORPMSFT |
| 2.9% | 3.19% | $74.7M | 200,169 | $74.6M | 201,588 | -1,419-0.70% | Reduce |
 AMAZON COM INCAMZN |
| 2.14% | 2.07% | $55.1M | 231,032 | $48.2M | 231,666 | -634-0.27% | Reduce |
 ALPHABET INCGOOGL |
| 2.1% | 1.82% | $54.0M | 150,969 | $42.4M | 147,585 | +3,384+2.29% | Add |
 JPMORGAN CHASE & COJPM |
| 1.57% | 1.58% | $40.4M | 123,524 | $37.0M | 125,682 | -2,158-1.72% | Reduce |
 BROADCOM INCAVGO |
| 1.4% | 1.3% | $35.9M | 95,028 | $30.3M | 97,864 | -2,836-2.90% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.19% | 1.26% | $30.6M | 120,434 | $29.4M | 120,078 | +356+0.30% | Add |
 WALMART INCWMT |
| 1.12% | 1.4% | $28.9M | 255,362 | $32.7M | 263,085 | -7,723-2.94% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.08% | 0.4% | $27.8M | 24,084 | $9.4M | 27,683 | -3,599-13.00% | Reduce |
 ELI LILLY & COLLY |
| 1.07% | 0.92% | $27.4M | 22,840 | $21.4M | 23,250 | -410-1.76% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.04% | 0.39% | $26.6M | 45,828 | $9.1M | 44,615 | +1,213+2.72% | Add |
 VISA INCV |
| 1.03% | 1% | $26.5M | 77,362 | $23.4M | 77,528 | -166-0.21% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.98% | 1.37% | $25.1M | 183,777 | $32.0M | 188,561 | -4,784-2.54% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.78% | $22.7M | 64,324 | $18.2M | 63,449 | +875+1.38% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.83% | 0.78% | $21.3M | 28,500 | $18.2M | 27,926 | +574+2.06% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.82% | 0.8% | $21.2M | 75,235 | $18.6M | 76,850 | -1,615-2.10% | Reduce |
 META PLATFORMS INCMETA |
| 0.82% | 0.93% | $21.1M | 37,416 | $21.7M | 38,015 | -599-1.58% | Reduce |
 RTX CORPORATIONRTX |
| 0.81% | 0.9% | $20.9M | 110,137 | $21.1M | 109,449 | +688+0.63% | Add |
 EATON CORP PLCETN |
| 0.8% | 0.74% | $20.7M | 48,469 | $17.3M | 48,400 | +69+0.14% | Add |
 TJX COS INC NEWTJX |
| 0.8% | 0.98% | $20.6M | 135,850 | $22.8M | 142,942 | -7,092-4.96% | Reduce |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 0.78% | 0.66% | $19.9M | 251,704 | $15.5M | 223,994 | +27,710+12.37% | Add |
| IINVESCO QQQ TRVOO |
| 0.76% | 0.61% | $19.6M | 26,641 | $14.4M | 24,871 | +1,770+7.12% | Add |
 TESLA INCTSLA |
| 0.75% | 0.7% | $19.4M | 46,030 | $16.3M | 43,864 | +2,166+4.94% | Add |
 UNITED RENTALS INCURI |
| 0.71% | 0.51% | $18.3M | 16,168 | $12.0M | 16,490 | -322-1.95% | Reduce |
 ABBVIE INCABBV |
| 0.69% | 0.65% | $17.8M | 70,717 | $15.3M | 70,291 | +426+0.61% | Add |
 CATERPILLAR INCCAT |
| 0.67% | 0.51% | $17.3M | 16,267 | $11.9M | 16,857 | -590-3.50% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.67% | 0.58% | $17.2M | 36,059 | $13.6M | 40,126 | -4,067-10.14% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.66% | 0.71% | $17.1M | 34,137 | $16.5M | 34,395 | -258-0.75% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.64% | 0.71% | $16.4M | 187,240 | $16.7M | 179,288 | +7,952+4.44% | Add |
 PROCTER & GAMBLE COPG |
| 0.61% | 0.73% | $15.8M | 107,856 | $17.1M | 118,298 | -10,442-8.83% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.61% | 0.86% | $15.6M | 94,128 | $20.1M | 97,107 | -2,979-3.07% | Reduce |
| IISHARES TRIVV |
| 0.6% | 0.47% | $15.3M | 20,474 | $11.1M | 16,943 | +3,531+20.84% | Add |
 WILLIAMS COS INCWMB |
| 0.58% | 0.63% | $15.0M | 201,609 | $14.7M | 202,211 | -602-0.30% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.57% | 0.52% | $14.7M | 59,659 | $12.2M | 58,810 | +849+1.44% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.57% | 0.65% | $14.6M | 398,106 | $15.3M | 403,430 | -5,324-1.32% | Reduce |
| PPERMIAN BASIN RTY TRPBT |
| 0.56% | 0.54% | $14.3M | 570,161 | $12.7M | 588,642 | -18,481-3.14% | Reduce |
 EMERSON ELEC COEMR |
| 0.55% | 0.55% | $14.1M | 98,739 | $12.9M | 98,224 | +515+0.52% | Add |
 HOME DEPOT INCHD |
| 0.54% | 0.58% | $14.0M | 39,637 | $13.5M | 41,103 | -1,466-3.57% | Reduce |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.54% | 0.7% | $13.8M | 303,753 | $16.4M | 311,393 | -7,640-2.45% | Reduce |
 PEPSICO INCPEP |
| 0.54% | 0.68% | $13.8M | 101,685 | $15.8M | 101,796 | -111-0.11% | Reduce |
 WASTE MGMT INC DELWM |
| 0.52% | 0.59% | $13.3M | 59,733 | $13.7M | 59,477 | +256+0.43% | Add |
| QQIAGEN NVQGEN |
| 0.52% | 0.31% | $13.3M | 339,461 | $7.2M | 180,630 | +158,831+87.93% | Add |
| RRBB FD INCXBIL |
| 0.5% | 0.54% | $12.8M | 256,402 | $12.7M | 253,403 | +2,999+1.18% | Add |
 MERCK & CO INCMRK |
| 0.47% | 0.49% | $12.2M | 94,665 | $11.6M | 96,078 | -1,413-1.47% | Reduce |
 SOFI TECHNOLOGIES INC COMSOFI |
| 0.47% | 0.47% | $12.1M | 676,553 | $10.9M | 684,669 | -8,116-1.19% | Reduce |
 CORNING INCGLW |
| 0.44% | 0.27% | $11.2M | 43,836 | $6.4M | 46,761 | -2,925-6.26% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.43% | 0.67% | $11.1M | 94,947 | $15.8M | 107,769 | -12,822-11.90% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.43% | 0.41% | $11.0M | 46,677 | $9.5M | 44,379 | +2,298+5.18% | Add |
