 APPLE INCAAPL |
| 8.32% | 7.71% | $17.1M | 59,054 | $15.2M | 60,065 | -1,011-1.68% | Reduce |
 EATON CORP PLCETN |
| 6.51% | 5.75% | $13.4M | 31,383 | $11.4M | 31,785 | -402-1.26% | Reduce |
 DEERE & CODE |
| 5.55% | 5.18% | $11.4M | 17,979 | $10.2M | 18,179 | -200-1.10% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 5.42% | 5.47% | $11.1M | 43,834 | $10.8M | 44,229 | -395-0.89% | Reduce |
 WW GRAINGER INCGWW |
| 5.23% | 4.39% | $10.7M | 7,893 | $8.7M | 7,958 | -65-0.82% | Reduce |
| QQUALCOMM INCQCOM |
| 5.15% | 3.71% | $10.6M | 57,252 | $7.3M | 56,957 | +295+0.52% | Add |
 WALMART INCWMT |
| 4.68% | 5.41% | $9.6M | 84,870 | $10.7M | 86,109 | -1,239-1.44% | Reduce |
 ORACLE CORPORCL |
| 4.22% | 4.41% | $8.7M | 59,137 | $8.7M | 59,235 | -98-0.17% | Reduce |
 VISA INCV |
| 4.03% | 3.67% | $8.3M | 24,101 | $7.3M | 24,015 | +86+0.36% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 3.69% | 4.49% | $7.6M | 26,057 | $8.9M | 25,702 | +355+1.38% | Add |
| NNEXTERA ENERGY INCNEE |
| 3.42% | 3.78% | $7.0M | 80,016 | $7.5M | 80,569 | -553-0.69% | Reduce |
 BROWN & BROWN INC COMBRO |
| 3.24% | 3.34% | $6.7M | 103,796 | $6.6M | 101,227 | +2,569+2.54% | Add |
 CHEVRON CORPORATIONCVX |
| 2.9% | 3.73% | $6.0M | 35,919 | $7.4M | 35,667 | +252+0.71% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 2.88% | 3.01% | $5.9M | 20,135 | $6.0M | 20,514 | -379-1.85% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 2.63% | 2.29% | $5.4M | 49,255 | $4.5M | 46,954 | +2,301+4.90% | Add |
 MCDONALDS CORPMCD |
| 2.59% | 2.99% | $5.3M | 19,682 | $5.9M | 19,031 | +651+3.42% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 2.57% | 2.37% | $5.3M | 23,531 | $4.7M | 23,027 | +504+2.19% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 2.42% | 2.72% | $5.0M | 11,340 | $5.4M | 11,340 | 00.00% | Unchanged |
 KROGER CO COMKR |
| 2.42% | 3.18% | $5.0M | 89,359 | $6.3M | 86,789 | +2,570+2.96% | Add |
 PEPSICO INCPEP |
| 2.11% | 2.4% | $4.3M | 31,986 | $4.7M | 30,508 | +1,478+4.84% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.99% | 1.81% | $4.1M | 20,470 | $3.6M | 20,470 | 00.00% | Unchanged |
 VERIZON COMMUNICATIONS INCVZ |
| 1.82% | 2.26% | $3.7M | 88,157 | $4.5M | 88,958 | -801-0.90% | Reduce |
 MCCORMICK & CO INC COM NON VTGMKC |
| 1.72% | 1.66% | $3.5M | 70,103 | $3.3M | 65,088 | +5,015+7.70% | Add |
 MEDTRONIC PLCMDT |
| 1.62% | 1.76% | $3.3M | 42,477 | $3.5M | 40,146 | +2,331+5.81% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.46% | 1.32% | $3.0M | 4,004 | $2.6M | 4,004 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.2% | 1.55% | $2.5M | 18,073 | $3.1M | 18,073 | 00.00% | Unchanged |
| MMATADOR RES COMTDR |
| 0.94% | 1.35% | $1.9M | 38,600 | $2.7M | 42,400 | -3,800-8.96% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.68% | $1.7M | 4,670 | $1.3M | 4,670 | 00.00% | Unchanged |
| IISHARES TRTIP |
| 0.8% | 0.82% | $1.6M | 14,932 | $1.6M | 14,686 | +246+1.68% | Add |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.74% | 0.68% | $1.5M | 2,920 | $1.4M | 2,920 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.74% | 0.76% | $1.5M | 4,071 | $1.5M | 4,083 | -12-0.29% | Reduce |
| VVANGUARD BD INDEX FDSBIV |
| 0.64% | 0.66% | $1.3M | 17,006 | $1.3M | 16,837 | +169+1.00% | Add |
 CATERPILLAR INCCAT |
| 0.58% | 0.4% | $1.2M | 1,120 | $793,475 | 1,120 | 00.00% | Unchanged |
| SSTATE STREETSPYV |
| 0.55% | 0.53% | $1.1M | 18,490 | $1.0M | 18,490 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.49% | 0.43% | $1.0M | 17,571 | $856,586 | 17,571 | 00.00% | Unchanged |
 DIAMONDBACK ENERGY INCFANG |
| 0.36% | 0.42% | $731,245 | 4,160 | $822,806 | 4,160 | 00.00% | Unchanged |
 ONEOK INC NEWOKE |
| 0.33% | 0.36% | $680,219 | 7,824 | $707,211 | 7,824 | 00.00% | Unchanged |
| TTRINITY INDUSTRIES INC COM USD0.01TRN |
| 0.3% | 0.29% | $622,440 | 18,000 | $579,240 | 18,000 | 00.00% | Unchanged |
 TRACTOR SUPPLY CO COMTSCO |
| 0.28% | 0.41% | $568,980 | 18,000 | $815,400 | 18,000 | 00.00% | Unchanged |
| EENERGY TRANSFER L PET |
| 0.27% | 0.28% | $554,480 | 29,000 | $559,700 | 29,000 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.21% | — | $431,460 | 1,000 | $0 | 0 | +1,000 | New Buy |
 AMAZON COM INCAMZN |
| 0.21% | 0.19% | $427,105 | 1,792 | $370,721 | 1,780 | +12+0.67% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.2% | 0.26% | $408,345 | 3,500 | $511,980 | 3,500 | 00.00% | Unchanged |
 MARVELL TECHNOLOGY INCMRVL |
| 0.19% | — | $397,683 | 1,335 | $0 | 0 | +1,335 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 0.19% | — | $392,459 | 340 | $0 | 0 | +340 | New Buy |
 BROADCOM INCAVGO |
| 0.19% | 0.16% | $383,416 | 1,015 | $314,153 | 1,015 | 00.00% | Unchanged |
 FEDEX CORPFDX |
| 0.16% | 0.21% | $333,797 | 1,066 | $415,306 | 1,166 | -100-8.58% | Reduce |
 USA COMPRESSION PARTNERS LPUSAC |
| 0.15% | 0.16% | $316,680 | 12,000 | $325,440 | 12,000 | 00.00% | Unchanged |
| CCOMMERCIAL METALS COCMC |
| 0.15% | 0.16% | $313,750 | 5,000 | $307,150 | 5,000 | 00.00% | Unchanged |
| SSPDR SER TR S&PXSD |
| 0.15% | — | $309,355 | 496 | $0 | 0 | +496 | New Buy |
