 NVIDIA CORPORATIONNVDA |
| 6.28% | 6.07% | $205.9M | 1.0M | $178.9M | 1.0M | +3,164+0.31% | Add |
 APPLE INCAAPL |
| 5.25% | 5.08% | $172.1M | 594,927 | $149.5M | 588,997 | +5,930+1.01% | Add |
 MICROSOFT CORPMSFT |
| 2.35% | 2.53% | $77.1M | 206,808 | $74.6M | 201,652 | +5,156+2.56% | Add |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 2.11% | 2.46% | $69.3M | 843,777 | $72.5M | 877,639 | -33,862-3.86% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 2.03% | 1.34% | $66.5M | 804,327 | $39.6M | 478,117 | +326,210+68.23% | Add |
| CCAPITOL SER TRSCEC |
| 1.82% | 1.43% | $59.6M | 2.4M | $42.0M | 1.7M | +707,121+42.25% | Add |
 AMAZON COM INCAMZN |
| 1.76% | 1.72% | $57.7M | 242,287 | $50.7M | 243,487 | -1,200-0.49% | Reduce |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.7% | 1.36% | $55.9M | 127,627 | $40.0M | 84,361 | +43,266+51.29% | Add |
| AAlphabet Inc Class CGOOG |
| 1.69% | 1.53% | $55.6M | 157,285 | $44.9M | 156,579 | +706+0.45% | Add |
 TENARIS S A SPONSORED ADSTS |
| 1.67% | 1.09% | $54.8M | 987,291 | $32.2M | 554,150 | +433,141+78.16% | Add |
 ALPHABET INCGOOGL |
| 1.64% | 1.41% | $53.7M | 150,351 | $41.6M | 144,738 | +5,613+3.88% | Add |
| TTRANSOCEAN LTDRIG |
| 1.3% | 1.17% | $42.5M | 8.7M | $34.5M | 5.2M | +3.5M+66.93% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.23% | 1.12% | $40.5M | 109,459 | $32.9M | 102,488 | +6,971+6.80% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.2% | 1.26% | $39.5M | 78,903 | $37.1M | 77,514 | +1,389+1.79% | Add |
| SSPDR GOLD TRGLD |
| 1.01% | 1.91% | $33.2M | 90,238 | $56.3M | 130,743 | -40,505-30.98% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.99% | 0.97% | $32.5M | 99,413 | $28.5M | 96,941 | +2,472+2.55% | Add |
 META PLATFORMS INCMETA |
| 0.97% | 1.08% | $31.9M | 56,548 | $31.9M | 55,691 | +857+1.54% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.94% | 1.13% | $30.9M | 33,082 | $33.2M | 33,352 | -270-0.81% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJMST |
| 0.93% | 0.94% | $30.7M | 601,091 | $27.6M | 542,113 | +58,978+10.88% | Add |
 BROADCOM INCAVGO |
| 0.88% | 0.84% | $28.8M | 76,299 | $24.7M | 79,727 | -3,428-4.30% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 0.87% | 1.22% | $28.5M | 310,570 | $35.9M | 391,859 | -81,289-20.74% | Reduce |
| NNOBLE CORP PLCNE |
| 0.85% | 1.18% | $27.9M | 746,959 | $34.7M | 707,873 | +39,086+5.52% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.76% | 0.8% | $24.8M | 97,695 | $23.7M | 96,854 | +841+0.87% | Add |
 CORNING INCGLW |
| 0.76% | 0.45% | $24.8M | 97,057 | $13.1M | 96,451 | +606+0.63% | Add |
 ERIE INDTY COERIE |
| 0.67% | — | $21.8M | 91,110 | $0 | 0 | +91,110 | New Buy |
 ABBVIE INCABBV |
| 0.66% | 0.62% | $21.7M | 86,259 | $18.1M | 83,314 | +2,945+3.53% | Add |
 CAMECO CORPCCJ |
| 0.64% | 0.77% | $21.0M | 205,827 | $22.6M | 207,625 | -1,798-0.87% | Reduce |
 SOUTHERN COSO |
| 0.64% | 0.7% | $20.9M | 218,838 | $20.6M | 213,307 | +5,531+2.59% | Add |
 VISA INCV |
| 0.63% | 0.68% | $20.6M | 59,923 | $19.9M | 65,804 | -5,881-8.94% | Reduce |
 CORE LABORATORIES INCCLB |
| 0.62% | 0.99% | $20.4M | 1.8M | $29.2M | 1.7M | +14,084+0.81% | Add |
 LAM RESEARCH CORPLRCX |
| 0.62% | 0.36% | $20.4M | 46,999 | $10.6M | 49,552 | -2,553-5.15% | Reduce |
| IISHARES TRIVV |
| 0.59% | 0.57% | $19.5M | 25,990 | $16.7M | 25,608 | +382+1.49% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.59% | 0.25% | $19.2M | 11,340 | $7.5M | 4,320 | +7,020+162.50% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.58% | 0.53% | $18.9M | 25,270 | $15.6M | 23,965 | +1,305+5.45% | Add |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.57% | 0.49% | $18.8M | 205,082 | $14.3M | 187,140 | +17,942+9.59% | Add |
| SSPDR SERIES TRUSTBILS |
| 0.56% | 0.64% | $18.4M | 184,858 | $18.9M | 190,156 | -5,298-2.79% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.56% | 0.56% | $18.3M | 76,980 | $16.4M | 77,427 | -447-0.58% | Reduce |
 JABIL INCJBL |
| 0.51% | 0.39% | $16.8M | 43,636 | $11.5M | 43,414 | +222+0.51% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.51% | 0.58% | $16.7M | 131,791 | $17.2M | 130,986 | +805+0.61% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.51% | 0.48% | $16.6M | 16,397 | $14.0M | 16,569 | -172-1.04% | Reduce |
| RRELIANCE INCRS |
| 0.49% | 0.45% | $16.1M | 43,053 | $13.1M | 43,265 | -212-0.49% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.48% | 0.22% | $15.8M | 24,730 | $6.4M | 23,645 | +1,085+4.59% | Add |
 ALTRIA GROUP INCMO |
| 0.48% | 0.49% | $15.8M | 219,505 | $14.3M | 217,033 | +2,472+1.14% | Add |
 SEABOARD CORP DELSEB |
| 0.48% | 0.68% | $15.6M | 3,495 | $19.9M | 3,528 | -33-0.94% | Reduce |
 DEERE & CODE |
| 0.46% | 0.45% | $15.0M | 23,679 | $13.4M | 23,723 | -44-0.19% | Reduce |
| IISHARES TRSHV |
| 0.45% | 0.41% | $14.7M | 133,320 | $12.1M | 109,875 | +23,445+21.34% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.43% | 0.62% | $14.1M | 120,556 | $18.4M | 125,657 | -5,101-4.06% | Reduce |
 WHEATON PRECIOUS METALS CORPWPM |
| 0.42% | 0.02% | $13.9M | 124,002 | $447,825 | 3,418 | +120,584+3,527.91% | Add |
 CASEYS GEN STORES INCCASY |
| 0.41% | 0.43% | $13.6M | 17,057 | $12.7M | 17,479 | -422-2.41% | Reduce |
 MESABI TRMSB |
| 0.4% | 0.48% | $13.1M | 518,974 | $14.1M | 447,485 | +71,489+15.98% | Add |
