JPMORGAN CHASE & CO JPM
7.74% 6.8% $9.6M 29,367 $8.7M 29,446 -79 -0.27% Reduce E ENERGY TRANSFER L P ET
6.32% 6.18% $7.8M 410,387 $7.9M 407,522 +2,865 +0.70% Add EXXON MOBIL CORP XOM
6.16% 7.44% $7.6M 55,952 $9.5M 55,858 +94 +0.17% Add JOHNSON & JOHNSON JNJ
5.63% 5.07% $7.0M 27,510 $6.5M 26,424 +1,086 +4.11% Add AMAZON COM INC AMZN
5.62% 4.75% $7.0M 29,261 $6.0M 29,041 +220 +0.76% Add ABBVIE INC ABBV
5.55% 4.64% $6.9M 27,358 $5.9M 27,153 +205 +0.75% Add OCCIDENTAL PETE CORP OXY
5.34% 7.08% $6.6M 135,775 $9.0M 138,162 -2,387 -1.73% Reduce EXPAND ENERGY CORPORATION EXE
5.16% 6.01% $6.4M 70,261 $7.7M 69,761 +500 +0.72% Add DIAMONDBACK ENERGY INC FANG
5.09% 5.6% $6.3M 35,915 $7.1M 36,069 -154 -0.43% Reduce CHUBB LIMITED CB
4.89% 4.57% $6.1M 17,772 $5.8M 17,807 -35 -0.20% Reduce TJX COS INC NEW TJX
4.88% 5.05% $6.1M 40,009 $6.4M 40,232 -223 -0.55% Reduce MICROSOFT CORP MSFT
3.74% 3.58% $4.6M 12,450 $4.6M 12,312 +138 +1.12% Add FIRST INDL RLTY TR INC FR
3.48% 3.2% $4.3M 70,492 $4.1M 69,903 +589 +0.84% Add BUNGE GLOBAL SA BG
3.34% 3.91% $4.1M 38,828 $5.0M 39,126 -298 -0.76% Reduce HUBBELL INC HUBB
3.28% 2.97% $4.1M 7,791 $3.8M 7,711 +80 +1.04% Add CISCO SYS INC CSCO
3.27% 3.09% $4.1M 34,526 $3.9M 50,702 -16,176 -31.90% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
3.1% 2.84% $3.8M 7,686 $3.6M 7,554 +132 +1.75% Add CANADIAN PACIFIC KANSAS CITY CP
2.83% 2.48% $3.5M 40,476 $3.2M 40,051 +425 +1.06% Add MARTIN MARIETTA MATLS INC MLM
2.74% 2.71% $3.4M 5,910 $3.5M 5,869 +41 +0.70% Add LOWES COS INC COM LOW
2.53% 2.5% $3.1M 14,272 $3.2M 13,487 +785 +5.82% Add HERSHEY CO COM HSY
2.52% 2.87% $3.1M 17,825 $3.7M 17,594 +231 +1.31% Add LOUISIANA PAC CORP LPX
2.44% 2.18% $3.0M 38,518 $2.8M 38,105 +413 +1.08% Add J J P MORGAN EXCHANGE TRADED F JEPQ
2.34% 2.01% $2.9M 47,298 $2.6M 46,020 +1,278 +2.78% Add NORTHROP GRUMMAN CORP COM NOC
1.35% 1.73% $1.7M 3,292 $2.2M 3,234 +58 +1.79% Add S SPDR SERIES TRUST XOP
0.43% 0.49% $534,048 3,462 $629,495 3,462 0 0.00% Unchanged S SPDR SERIES TRUST XES
0.23% 0.23% $288,158 2,571 $299,084 2,571 0 0.00% Unchanged 
