 BERKSHIRE HATHAWAY INC DELBRK.B |
| 13.59% | 12.62% | $45.5M | 89,746 | $39.9M | 84,180 | +5,566+6.61% | Add |
 AMAZON COM INCAMZN |
| 10.62% | 11.49% | $35.5M | 145,516 | $36.3M | 146,184 | -668-0.46% | Reduce |
 APPLE INCAAPL |
| 6.37% | 5.86% | $21.3M | 68,150 | $18.5M | 69,566 | -1,416-2.04% | Reduce |
 CASEYS GEN STORES INCCASY |
| 4.84% | 4.71% | $16.2M | 20,042 | $14.9M | 20,196 | -154-0.76% | Reduce |
| HHF SINCLAIR CORPDINO |
| 4.14% | 3.77% | $13.8M | 185,974 | $11.9M | 204,477 | -18,503-9.05% | Reduce |
 ALPHABET INCGOOGL |
| 4.06% | 4.13% | $13.6M | 37,071 | $13.1M | 38,743 | -1,672-4.32% | Reduce |
 TJX COS INC NEWTJX |
| 3.45% | 3.89% | $11.5M | 76,329 | $12.3M | 76,836 | -507-0.66% | Reduce |
| CCHORD ENERGY CORPORATIONCHRD |
| 3.26% | 4.01% | $10.9M | 97,665 | $12.7M | 97,687 | -22-0.02% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.6% | 2.6% | $8.7M | 23,787 | $8.2M | 24,543 | -756-3.08% | Reduce |
 MICROSOFT CORPMSFT |
| 2.42% | 2.7% | $8.1M | 20,928 | $8.5M | 20,756 | +172+0.83% | Add |
| TTOAST INC CL ATOST |
| 2.33% | 0.99% | $7.8M | 264,821 | $3.1M | 110,893 | +153,928+138.81% | Add |
 CISCO SYS INCCSCO |
| 2.11% | 1.69% | $7.1M | 62,027 | $5.3M | 64,705 | -2,678-4.14% | Reduce |
 SPROUTS FMRS MKT INCSFM |
| 2.08% | 1.9% | $7.0M | 80,503 | $6.0M | 80,193 | +310+0.39% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 2.04% | 2.02% | $6.8M | 9 | $6.4M | 9 | 00.00% | Unchanged |
| IINVESCO EXCHANGE TRADED FD TR S&P500 EQL ENRRSPG |
| 2.02% | 3.2% | $6.7M | 69,392 | $10.1M | 100,850 | -31,458-31.19% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 1.98% | 2.1% | $6.6M | 209,377 | $6.6M | 209,433 | -56-0.03% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 1.74% | 1.68% | $5.8M | 52,770 | $5.3M | 51,246 | +1,524+2.97% | Add |
| SSPDR GOLD TRGLD |
| 1.62% | 1.98% | $5.4M | 14,162 | $6.3M | 14,222 | -60-0.42% | Reduce |
 WALMART INCWMT |
| 1.31% | 1.56% | $4.4M | 39,659 | $4.9M | 39,502 | +157+0.40% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 1.3% | 1.67% | $4.4M | 22,117 | $5.3M | 22,113 | +4+0.02% | Add |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.26% | 1.12% | $4.2M | 43,970 | $3.5M | 44,376 | -406-0.91% | Reduce |
 KRAFT HEINZ CO COMKHC |
| 1.23% | 1.01% | $4.1M | 165,516 | $3.2M | 145,574 | +19,942+13.70% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 1.2% | 1.43% | $4.0M | 88,838 | $4.5M | 91,212 | -2,374-2.60% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.18% | 1.31% | $3.9M | 20,148 | $4.2M | 20,906 | -758-3.63% | Reduce |
 COCA-COLA FEMSA SAB DE CVKOF |
| 0.98% | 1% | $3.3M | 30,458 | $3.2M | 30,658 | -200-0.65% | Reduce |
 PPL CORP COMPPL |
| 0.84% | 0.97% | $2.8M | 77,870 | $3.1M | 77,614 | +256+0.33% | Add |
 DEVON ENERGY CORP NEWDVN |
| 0.67% | 0.86% | $2.3M | 55,836 | $2.7M | 60,212 | -4,376-7.27% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.63% | 0.44% | $2.1M | 17,856 | $1.4M | 15,944 | +1,912+11.99% | Add |
 TESLA INCTSLA |
| 0.61% | 0.56% | $2.0M | 4,854 | $1.8M | 4,533 | +321+7.08% | Add |
| SSPDR SERIES TRUSTSPYG |
| 0.58% | 0.56% | $1.9M | 16,412 | $1.8M | 16,291 | +121+0.74% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.58% | 0.63% | $1.9M | 2,028 | $2.0M | 2,015 | +13+0.65% | Add |
 NUCOR CORPNUE |
| 0.57% | 0.51% | $1.9M | 8,526 | $1.6M | 8,518 | +8+0.09% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.57% | 0.55% | $1.9M | 2,737 | $1.8M | 2,725 | +12+0.44% | Add |
 MARATHON PETE CORPMPC |
| 0.54% | 0.49% | $1.8M | 6,733 | $1.6M | 6,969 | -236-3.39% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.51% | 0.44% | $1.7M | 5,694 | $1.4M | 5,673 | +21+0.37% | Add |
 SHOPIFY INCSHOP |
| 0.5% | 0.56% | $1.7M | 13,865 | $1.8M | 13,897 | -32-0.23% | Reduce |
 TARGET CORP COMTGT |
| 0.5% | 0.51% | $1.7M | 13,208 | $1.6M | 13,164 | +44+0.33% | Add |
 TRACTOR SUPPLY CO COMTSCO |
| 0.45% | — | $1.5M | 49,740 | $0 | 0 | +49,740 | New Buy |
| NNEXTERA ENERGY INCNEE |
| 0.45% | 0.49% | $1.5M | 17,113 | $1.6M | 17,029 | +84+0.49% | Add |
| IISHARES TRSHV |
| 0.45% | 0.47% | $1.5M | 13,563 | $1.5M | 13,530 | +33+0.24% | Add |
 ONEOK INC NEWOKE |
| 0.44% | 0.45% | $1.5M | 17,019 | $1.4M | 17,087 | -68-0.40% | Reduce |
 GENERAL MILLS INC COMGIS |
| 0.43% | 0.13% | $1.4M | 39,441 | $406,746 | 11,793 | +27,648+234.44% | Add |
| BBANK OF AMER CORPBAC |
| 0.41% | 0.4% | $1.4M | 22,639 | $1.3M | 23,105 | -466-2.02% | Reduce |
| IISHARES TRGVI |
| 0.39% | 0.41% | $1.3M | 12,227 | $1.3M | 12,187 | +40+0.33% | Add |
 SYMBOTIC INC CLASS A COMSYM |
| 0.38% | 0.53% | $1.3M | 28,596 | $1.7M | 28,603 | -7-0.02% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.38% | 0.36% | $1.3M | 3,765 | $1.1M | 3,754 | +11+0.29% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.32% | 0.19% | $1.1M | 4,140 | $597,280 | 4,134 | +6+0.15% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.32% | 0.35% | $1.1M | 25,118 | $1.1M | 24,828 | +290+1.17% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 0.3% | 0.33% | $997,090 | 22,011 | $1.0M | 22,347 | -336-1.50% | Reduce |
 MAPLEBEAR INC COMCART |
| 0.28% | 0.26% | $921,100 | 19,453 | $811,018 | 19,642 | -189-0.96% | Reduce |
