 WALMART INCWMT |
| 3.97% | 3.57% | $5.0M | 54,790 | $4.7M | 58,311 | -3,521-6.04% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 3.8% | 2.91% | $4.7M | 172,528 | $3.8M | 173,885 | -1,357-0.78% | Reduce |
 CISCO SYS INCCSCO |
| 3.54% | 3% | $4.4M | 74,459 | $4.0M | 74,341 | +118+0.16% | Add |
 MICROSOFT CORPMSFT |
| 3.44% | 3.26% | $4.3M | 10,151 | $4.3M | 10,008 | +143+1.43% | Add |
 INGREDION INC COMINGR |
| 3.38% | 3.2% | $4.2M | 30,578 | $4.2M | 30,724 | -146-0.48% | Reduce |
 FEDEX CORPFDX |
| 3.32% | 2.96% | $4.1M | 14,698 | $3.9M | 14,282 | +416+2.91% | Add |
 ORACLE CORPORCL |
| 3.32% | 3.46% | $4.1M | 24,801 | $4.6M | 26,810 | -2,009-7.49% | Reduce |
 CORNING INCGLW |
| 3.25% | 3.07% | $4.0M | 85,201 | $4.1M | 89,878 | -4,677-5.20% | Reduce |
 EVERGY INC COMEVRG |
| 3.17% | 3% | $4.0M | 64,239 | $4.0M | 63,923 | +316+0.49% | Add |
 DUKE ENERGY CORP NEWDUK |
| 2.88% | 2.88% | $3.6M | 33,270 | $3.8M | 32,937 | +333+1.01% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 2.81% | 2.41% | $3.5M | 61,881 | $3.2M | 61,555 | +326+0.53% | Add |
| TTYSON FOODS INCTSN |
| 2.77% | 2.67% | $3.5M | 60,123 | $3.5M | 59,076 | +1,047+1.77% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 2.74% | 2.86% | $3.4M | 85,373 | $3.8M | 83,993 | +1,380+1.64% | Add |
 DISNEY WALT CODIS |
| 2.71% | 2.14% | $3.4M | 30,265 | $2.8M | 29,426 | +839+2.85% | Add |
 KIMBERLY-CLARK CORPKMB |
| 2.67% | 2.67% | $3.3M | 25,354 | $3.5M | 24,728 | +626+2.53% | Add |
 GENERAL DYNAMICS CORPGD |
| 2.6% | 2.7% | $3.2M | 12,281 | $3.6M | 11,779 | +502+4.26% | Add |
| BBARRICK MNG CORPGOLD |
| 2.55% | 3.18% | $3.2M | 204,775 | $4.2M | 211,133 | -6,358-3.01% | Reduce |
 MEDTRONIC PLCMDT |
| 2.54% | 2.66% | $3.2M | 39,649 | $3.5M | 38,941 | +708+1.82% | Add |
 SLB LIMITEDSLB |
| 2.51% | 2.4% | $3.1M | 81,477 | $3.2M | 75,521 | +5,956+7.89% | Add |
 PEPSICO INCPEP |
| 2.43% | 2.46% | $3.0M | 19,877 | $3.2M | 19,097 | +780+4.08% | Add |
 JACOBS SOLUTIONS INCJ |
| 2.39% | — | $3.0M | 22,247 | $0 | 0 | +22,247 | New Buy |
 JOHNSON & JOHNSONJNJ |
| 2.36% | 2.36% | $2.9M | 20,328 | $3.1M | 19,194 | +1,134+5.91% | Add |
 MERCK & CO INCMRK |
| 2.34% | 2.3% | $2.9M | 29,240 | $3.0M | 26,755 | +2,485+9.29% | Add |
 CHEVRON CORPORATIONCVX |
| 2.18% | 2.01% | $2.7M | 18,739 | $2.7M | 18,052 | +687+3.81% | Add |
 PFIZER INCPFE |
| 2.03% | 2.46% | $2.5M | 95,073 | $3.2M | 112,002 | -16,929-15.11% | Reduce |
 NEWMONT CORPNEM |
| 1.94% | 3.41% | $2.4M | 64,935 | $4.5M | 84,161 | -19,226-22.84% | Reduce |
| CCONAGRA BRANDS INCCAG |
| 1.93% | — | $2.4M | 86,550 | $0 | 0 | +86,550 | New Buy |
 BORGWARNER INCBWA |
| 1.73% | 2.69% | $2.1M | 67,609 | $3.5M | 97,823 | -30,214-30.89% | Reduce |
| PPIMCO ETF TRBILZ |
| 1.49% | 0.65% | $1.8M | 18,345 | $862,394 | 8,520 | +9,825+115.32% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.39% | 1.34% | $1.7M | 9,901 | $1.8M | 9,845 | +56+0.57% | Add |
 NUTRIEN LTDNTR |
| 1.27% | 2.13% | $1.6M | 35,464 | $2.8M | 58,444 | -22,980-39.32% | Reduce |
 DEVON ENERGY CORP NEWDVN |
| 1.24% | 2.17% | $1.5M | 47,330 | $2.9M | 73,264 | -25,934-35.40% | Reduce |
| SSPDR GOLD TRGLD |
| 1% | 0.95% | $1.2M | 5,135 | $1.2M | 5,135 | 00.00% | Unchanged |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.79% | 0.76% | $988,723 | 2,560 | $999,494 | 2,699 | -139-5.15% | Reduce |
 CORTEVA INC COMCTVA |
| 0.71% | 0.69% | $887,779 | 15,586 | $904,837 | 15,391 | +195+1.27% | Add |
| HHAEMONETICS CORP MASSHAE |
| 0.68% | 0.62% | $851,384 | 10,904 | $817,786 | 10,174 | +730+7.18% | Add |
| SSCOTTS MIRACLE-GRO COSMG |
| 0.63% | 0.82% | $787,456 | 11,870 | $1.1M | 12,509 | -639-5.11% | Reduce |
 ALPHABET INCGOOGL |
| 0.6% | 0.45% | $749,817 | 3,961 | $588,660 | 3,549 | +412+11.61% | Add |
| MMATRIX SVC CO COMMTRX |
| 0.59% | 0.54% | $737,962 | 61,651 | $709,960 | 61,575 | +76+0.12% | Add |
 CULLEN FROST BANKERS INCCFR |
| 0.56% | 0.44% | $702,396 | 5,232 | $586,146 | 5,240 | -8-0.15% | Reduce |
 GE VERNOVA INCGEV |
| 0.56% | 0.46% | $695,358 | 2,114 | $610,677 | 2,395 | -281-11.73% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 0.55% | 0.46% | $687,997 | 9,296 | $604,094 | 9,321 | -25-0.27% | Reduce |
 BOEING COBA |
| 0.51% | 0.27% | $630,474 | 3,562 | $358,358 | 2,357 | +1,205+51.12% | Add |
 HOME DEPOT INCHD |
| 0.48% | 0.49% | $599,823 | 1,542 | $643,458 | 1,588 | -46-2.90% | Reduce |
 APPLE INCAAPL |
| 0.46% | 0.37% | $574,213 | 2,293 | $494,300 | 2,121 | +172+8.11% | Add |
 TARGET CORP COMTGT |
| 0.46% | 0.46% | $571,406 | 4,227 | $613,621 | 3,937 | +290+7.37% | Add |
 RED ROCK RESORTS INCRRR |
| 0.44% | — | $547,805 | 11,847 | $0 | 0 | +11,847 | New Buy |
| CCSW INDUSTRIALS INCCSW |
| 0.42% | — | $529,200 | 1,500 | $0 | 0 | +1,500 | New Buy |
 REVVITY INCRVTY |
| 0.42% | 0.41% | $522,112 | 4,678 | $547,153 | 4,283 | +395+9.22% | Add |
 OCCIDENTAL PETE CORPOXY |
| 0.41% | 0.36% | $513,320 | 10,389 | $471,024 | 9,139 | +1,250+13.68% | Add |
