 NVIDIA CORPORATIONNVDA |
| 9.98% | 10.77% | $83.7M | 418,109 | $74.0M | 424,077 | -5,968-1.41% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 5.54% | 6.48% | $46.4M | 62 | $44.5M | 62 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.19% | 4.83% | $35.1M | 70,189 | $33.1M | 69,176 | +1,013+1.46% | Add |
 APPLE INCAAPL |
| 3.83% | 4.12% | $32.1M | 111,008 | $28.3M | 111,575 | -567-0.51% | Reduce |
 MURPHY USA INCMUSA |
| 3.56% | 3.78% | $29.8M | 55,343 | $26.0M | 52,593 | +2,750+5.23% | Add |
 PALO ALTOPANW |
| 3.45% | 1.93% | $28.9M | 84,869 | $13.2M | 82,574 | +2,295+2.78% | Add |
 ASML HLDG NVASML |
| 2.85% | 2.26% | $23.9M | 11,993 | $15.5M | 11,761 | +232+1.97% | Add |
 CORNING INCGLW |
| 2.53% | 1.59% | $21.2M | 83,070 | $10.9M | 80,221 | +2,849+3.55% | Add |
 KLA CORPKLAC |
| 2.48% | 1.43% | $20.8M | 68,998 | $9.8M | 6,669 | +62,329+934.61% | Add |
 AMAZON COM INCAMZN |
| 2.36% | 2.42% | $19.8M | 82,891 | $16.6M | 79,672 | +3,219+4.04% | Add |
 MICROSOFT CORPMSFT |
| 2.35% | 2.71% | $19.7M | 52,745 | $18.6M | 50,219 | +2,526+5.03% | Add |
 ALPHABET INCGOOGL |
| 2.13% | 1.99% | $17.8M | 49,838 | $13.7M | 47,531 | +2,307+4.85% | Add |
 RTX CORPORATIONRTX |
| 1.82% | 2.05% | $15.2M | 80,315 | $14.1M | 73,023 | +7,292+9.99% | Add |
 VISA INCV |
| 1.79% | 1.8% | $15.0M | 43,714 | $12.3M | 40,843 | +2,871+7.03% | Add |
 JPMORGAN CHASE & COJPM |
| 1.7% | 1.69% | $14.3M | 43,630 | $11.6M | 39,512 | +4,118+10.42% | Add |
| VVANECK MERK GOLD TRUSTOUNZ |
| 1.48% | 1.86% | $12.4M | 321,957 | $12.8M | 283,026 | +38,931+13.76% | Add |
| SSPDR SERIES TRUSTTIPX |
| 1.47% | 1.81% | $12.3M | 650,277 | $12.4M | 648,656 | +1,621+0.25% | Add |
| JJ P MORGAN EXCHANGE TRADED FHOLA |
| 1.42% | 1.99% | $11.9M | 214,519 | $13.7M | 260,015 | -45,496-17.50% | Reduce |
 BROADCOM INCAVGO |
| 1.39% | 1.03% | $11.7M | 30,857 | $7.1M | 22,817 | +8,040+35.24% | Add |
| IISHARES TRIVV |
| 1.37% | 1.36% | $11.5M | 15,348 | $9.3M | 14,310 | +1,038+7.25% | Add |
| FFORGENT POWER SOLUTIONS INCFPS |
| 1.33% | — | $11.2M | 199,710 | $0 | 0 | +199,710 | New Buy |
 LOWES COS INC COMLOW |
| 1.31% | 1.58% | $11.0M | 49,861 | $10.8M | 45,810 | +4,051+8.84% | Add |
| BBRANDES INTERNATIONAL ETF (USD)BINV |
| 1.28% | 1.36% | $10.8M | 256,388 | $9.3M | 226,310 | +30,078+13.29% | Add |
| MMERITAGE HOMES CORPMTH |
| 1.24% | 1.11% | $10.4M | 123,500 | $7.6M | 123,500 | 00.00% | Unchanged |
 SOUTHERN COPPER CORPSCCO |
| 1.22% | 1.36% | $10.2M | 58,802 | $9.3M | 54,103 | +4,699+8.69% | Add |
 STRYKER CORPORATIONSYK |
| 1.18% | 1.38% | $9.9M | 31,409 | $9.5M | 28,895 | +2,514+8.70% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.18% | 1.37% | $9.9M | 112,578 | $9.4M | 101,533 | +11,045+10.88% | Add |
 BLACKROCK INC COMBLK |
| 1.12% | 1.25% | $9.4M | 9,771 | $8.6M | 8,895 | +876+9.85% | Add |
| AAMPLIFY ETF TRDIVO |
| 1.04% | 1.15% | $8.7M | 190,012 | $7.9M | 176,193 | +13,819+7.84% | Add |
| VVALMONT INDS INCVMI |
| 1.03% | 0.65% | $8.7M | 14,981 | $4.5M | 11,178 | +3,803+34.02% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.01% | 0.84% | $8.5M | 30,105 | $5.8M | 23,932 | +6,173+25.79% | Add |
| GGREEN BRICK PARTNERS INCGRBK |
| 1% | 0.87% | $8.4M | 104,768 | $6.0M | 92,637 | +12,131+13.10% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.94% | 1.07% | $7.8M | 8,378 | $7.3M | 7,344 | +1,034+14.08% | Add |
 DEERE & CODE |
| 0.91% | 0.84% | $7.7M | 12,063 | $5.8M | 10,235 | +1,828+17.86% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 0.9% | 0.96% | $7.5M | 42,790 | $6.6M | 33,429 | +9,361+28.00% | Add |
 HUBBELL INCHUBB |
| 0.88% | 0.83% | $7.4M | 14,050 | $5.7M | 11,574 | +2,476+21.39% | Add |
 NVENT ELECTRIC PLCNVT |
| 0.87% | 0.83% | $7.3M | 43,127 | $5.7M | 48,160 | -5,033-10.45% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.84% | 0.85% | $7.1M | 14,095 | $5.8M | 11,890 | +2,205+18.54% | Add |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 0.81% | 0.95% | $6.8M | 134,419 | $6.5M | 128,315 | +6,104+4.76% | Add |
 SYNOPSYS INCSNPS |
| 0.8% | 0.74% | $6.7M | 15,082 | $5.1M | 12,866 | +2,216+17.22% | Add |
 MURPHY OIL CORPMUR |
| 0.77% | 1.19% | $6.5M | 198,384 | $8.2M | 197,834 | +550+0.28% | Add |
| VVANGUARD INDEX FDSVXF |
| 0.77% | 0.79% | $6.4M | 26,187 | $5.4M | 26,306 | -119-0.45% | Reduce |
 EAST WEST BANCORP INCEWBC |
| 0.76% | 0.46% | $6.4M | 41,713 | $3.2M | 30,049 | +11,664+38.82% | Add |
 CATERPILLAR INCCAT |
| 0.71% | 0.58% | $5.9M | 5,549 | $4.0M | 5,591 | -42-0.75% | Reduce |
| VVANGUARD MIDVO |
| 0.66% | — | $5.5M | 68,820 | $0 | 0 | +68,820 | New Buy |
 CASEYS GEN STORES INCCASY |
| 0.58% | 0.69% | $4.9M | 6,163 | $4.7M | 6,467 | -304-4.70% | Reduce |
 TRIMBLE INC COMTRMB |
| 0.57% | 0.73% | $4.8M | 93,205 | $5.0M | 76,632 | +16,573+21.63% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.49% | 0.54% | $4.1M | 5,978 | $3.7M | 6,194 | -216-3.49% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.47% | 0.51% | $4.0M | 10,719 | $3.5M | 10,943 | -224-2.05% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 0.47% | 0.57% | $3.9M | 69,402 | $3.9M | 69,466 | -64-0.09% | Reduce |
