| OOREILLY AUTOMOTIVE INC COMORLY |
| 8.11% | 9.58% | $142.1M | 1.5M | $143.1M | 1.6M | -6,695-0.43% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.72% | 3.66% | $65.2M | 325,980 | $54.6M | 313,063 | +12,917+4.13% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.93% | 3.12% | $51.4M | 68,823 | $46.6M | 71,620 | -2,797-3.91% | Reduce |
 MICROSOFT CORPMSFT |
| 2.28% | 2.49% | $39.9M | 107,007 | $37.1M | 100,322 | +6,685+6.66% | Add |
 APPLE INCAAPL |
| 2.25% | 2.22% | $39.4M | 136,153 | $33.1M | 130,494 | +5,659+4.34% | Add |
 ALPHABET INCGOOGL |
| 2.16% | 1.88% | $37.8M | 105,804 | $28.0M | 97,450 | +8,354+8.57% | Add |
| IISHARES RUSSELLIWF |
| 2.1% | 2.14% | $36.8M | 296,510 | $32.0M | 75,072 | +221,438+294.97% | Add |
 AMAZON COM INCAMZN |
| 1.87% | 1.74% | $32.8M | 137,436 | $25.9M | 124,531 | +12,905+10.36% | Add |
 SIMMONS FIRST NATL CORPSFNC |
| 1.67% | 1.73% | $29.2M | 1.3M | $25.8M | 1.3M | -36,387-2.74% | Reduce |
 WALMART INCWMT |
| 1.58% | 1.79% | $27.7M | 244,139 | $26.8M | 215,468 | +28,671+13.31% | Add |
 CATERPILLAR INCCAT |
| 1.55% | 1.25% | $27.2M | 25,528 | $18.6M | 26,265 | -737-2.81% | Reduce |
| VVANGUARD FTSEVEA |
| 1.53% | 1.71% | $26.9M | 376,964 | $25.5M | 397,336 | -20,372-5.13% | Reduce |
| IISHARES COREIJR |
| 1.53% | 1.58% | $26.9M | 181,078 | $23.6M | 189,522 | -8,444-4.46% | Reduce |
| IISHARES TRHDV |
| 1.36% | 1.6% | $23.9M | 872,596 | $23.9M | 176,184 | +696,412+395.28% | Add |
| VVANGUARD MIDVO |
| 1.34% | 1.42% | $23.5M | 291,810 | $21.2M | 73,772 | +218,038+295.56% | Add |
 JPMORGAN CHASE & COJPM |
| 1.28% | 1.24% | $22.4M | 68,402 | $18.5M | 62,849 | +5,553+8.84% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.24% | 1.05% | $21.7M | 114,053 | $15.7M | 118,292 | -4,239-3.58% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.19% | 1.1% | $20.8M | 28,293 | $16.4M | 28,352 | -59-0.21% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.17% | 0.52% | $20.5M | 47,530 | $7.8M | 47,700 | -170-0.36% | Reduce |
| IISHARES COREIJH |
| 1.13% | 1.17% | $19.8M | 256,823 | $17.5M | 259,098 | -2,275-0.88% | Reduce |
 META PLATFORMS INCMETA |
| 1.05% | 1.17% | $18.4M | 32,612 | $17.5M | 30,573 | +2,039+6.67% | Add |
 KLA CORPKLAC |
| 1.05% | 0.61% | $18.3M | 60,774 | $9.0M | 6,137 | +54,637+890.29% | Add |
| IISHARES RUSSELLIWM |
| 1.01% | 0.96% | $17.7M | 58,758 | $14.3M | 57,834 | +924+1.60% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1% | 1% | $17.5M | 17,287 | $15.0M | 17,714 | -427-2.41% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.97% | 0.07% | $17.0M | 39,171 | $1.1M | 5,050 | +34,121+675.66% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.95% | 1.01% | $16.7M | 23,674 | $15.1M | 24,461 | -787-3.22% | Reduce |
 CISCO SYS INCCSCO |
| 0.9% | 0.76% | $15.7M | 133,798 | $11.3M | 145,555 | -11,757-8.08% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.83% | 1.25% | $14.6M | 106,802 | $18.6M | 109,648 | -2,846-2.60% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.82% | 0.71% | $14.3M | 28,630 | $10.6M | 22,140 | +6,490+29.31% | Add |
 DEERE & CODE |
| 0.82% | 0.82% | $14.3M | 22,538 | $12.2M | 21,651 | +887+4.10% | Add |
 CHEVRON CORPORATIONCVX |
| 0.81% | 1.19% | $14.2M | 85,915 | $17.8M | 85,860 | +55+0.06% | Add |
 BROADCOM INCAVGO |
| 0.8% | 0.49% | $14.0M | 36,994 | $7.3M | 23,556 | +13,438+57.05% | Add |
| IISHARES TRIVV |
| 0.78% | 0.78% | $13.7M | 18,311 | $11.7M | 17,922 | +389+2.17% | Add |
| BBANK OF AMER CORPBAC |
| 0.75% | 0.77% | $13.2M | 231,817 | $11.5M | 235,360 | -3,543-1.51% | Reduce |
| VVANGUARD FSTEVWO |
| 0.75% | 0.82% | $13.1M | 219,076 | $12.3M | 226,910 | -7,834-3.45% | Reduce |
 ABBVIE INCABBV |
| 0.74% | 0.76% | $13.0M | 51,844 | $11.4M | 52,462 | -618-1.18% | Reduce |
 ELI LILLY & COLLY |
| 0.74% | 0.48% | $13.0M | 10,864 | $7.2M | 7,784 | +3,080+39.57% | Add |
 GE VERNOVA INCGEV |
| 0.74% | 0.49% | $13.0M | 11,041 | $7.4M | 8,436 | +2,605+30.88% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.71% | 0.85% | $12.4M | 13,298 | $12.7M | 12,730 | +568+4.46% | Add |
 PHILLIPS 66PSX |
| 0.71% | 0.92% | $12.4M | 73,577 | $13.7M | 75,232 | -1,655-2.20% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.68% | 0.72% | $11.8M | 113,954 | $10.8M | 110,845 | +3,109+2.80% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.62% | 0.47% | $10.8M | 125,654 | $6.9M | 15,903 | +109,751+690.13% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.61% | 0.76% | $10.7M | 121,543 | $11.3M | 121,691 | -148-0.12% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.6% | 0.2% | $10.6M | 9,161 | $3.1M | 9,045 | +116+1.28% | Add |
 EATON CORP PLCETN |
| 0.57% | 0.35% | $10.0M | 23,396 | $5.2M | 14,459 | +8,937+61.81% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.55% | 0.47% | $9.7M | 38,347 | $7.0M | 38,605 | -258-0.67% | Reduce |
 AMGEN INC COMAMGN |
| 0.54% | 0.59% | $9.5M | 26,161 | $8.7M | 24,825 | +1,336+5.38% | Add |
 GREAT SOUTHN BANCORP INCGSBC |
| 0.54% | 0.51% | $9.4M | 119,791 | $7.6M | 119,791 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.47% | $9.2M | 25,925 | $7.1M | 24,648 | +1,277+5.18% | Add |
 PALO ALTOPANW |
| 0.52% | 0.25% | $9.1M | 26,617 | $3.7M | 23,104 | +3,513+15.21% | Add |
