 BANCFIRST CORPBANF |
| 42.44% | 41.58% | $100.6M | 895,974 | $94.1M | 871,990 | +23,984+2.75% | Add |
 EXXON MOBIL CORPXOM |
| 18.92% | 24.94% | $44.8M | 329,588 | $56.4M | 329,155 | +433+0.13% | Add |
| VVANGUARD SMALLVBR |
| 6.43% | 6.17% | $15.2M | 62,754 | $14.0M | 65,814 | -3,060-4.65% | Reduce |
| VVANGUARD TOTALBND |
| 4.93% | 5.15% | $11.7M | 158,620 | $11.7M | 158,620 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 4.55% | 4.58% | $10.8M | 15,852 | $10.4M | 17,857 | -2,005-11.23% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 2.69% | 2.51% | $6.4M | 81,776 | $5.7M | 72,505 | +9,271+12.79% | Add |
 LEVI STRAUSS & CO NEWLEVI |
| 1.71% | 1.32% | $4.0M | 165,130 | $3.0M | 165,130 | 00.00% | Unchanged |
| VVANGUARD FTSEVEA |
| 1.65% | 1.42% | $3.9M | 55,072 | $3.2M | 51,814 | +3,258+6.29% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.43% | 1.43% | $3.4M | 9,249 | $3.2M | 10,363 | -1,114-10.75% | Reduce |
| VVANGUARD BD INDEX FDSBIV |
| 1.24% | 1.16% | $2.9M | 38,261 | $2.6M | 34,098 | +4,163+12.21% | Add |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 1.18% | 1.2% | $2.8M | 55,157 | $2.7M | 53,866 | +1,291+2.40% | Add |
 WALMART INCWMT |
| 1.02% | 1.12% | $2.4M | 21,050 | $2.5M | 20,538 | +512+2.49% | Add |
 OGE ENERGY CORPOGE |
| 0.74% | 0.76% | $1.8M | 35,713 | $1.7M | 35,713 | 00.00% | Unchanged |
 ONEOK INC NEWOKE |
| 0.66% | 0.71% | $1.6M | 17,608 | $1.6M | 17,373 | +235+1.35% | Add |
 APPLE INCAAPL |
| 0.65% | 0.19% | $1.6M | 5,507 | $426,176 | 1,728 | +3,779+218.69% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.58% | 0.51% | $1.4M | 1,849 | $1.1M | 1,816 | +33+1.82% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.41% | 0.27% | $963,788 | 11,358 | $602,837 | 1,435 | +9,923+691.50% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.4% | — | $954,182 | 4,894 | $0 | 0 | +4,894 | New Buy |
 MICROSOFT CORPMSFT |
| 0.4% | 0.25% | $946,855 | 2,569 | $558,900 | 1,557 | +1,012+65.00% | Add |
 PALO ALTOPANW |
| 0.38% | — | $889,428 | 2,679 | $0 | 0 | +2,679 | New Buy |
| BBFC CAPITAL TRUST II |
| 0.37% | 0.38% | $867,764 | 32,635 | $858,952 | 32,635 | 00.00% | Unchanged |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.36% | 0.52% | $845,006 | 17,998 | $1.2M | 17,961 | +37+0.21% | Add |
 CATERPILLAR INCCAT |
| 0.32% | — | $757,328 | 733 | $0 | 0 | +733 | New Buy |
 BROADCOM INCAVGO |
| 0.32% | 0.17% | $756,818 | 2,032 | $388,180 | 1,323 | +709+53.59% | Add |
 ELI LILLY & COLLY |
| 0.31% | 0.12% | $741,647 | 603 | $278,400 | 314 | +289+92.04% | Add |
 UNION PAC CORPUNP |
| 0.31% | 0.28% | $734,926 | 2,695 | $638,744 | 2,670 | +25+0.94% | Add |
 AMAZON COM INCAMZN |
| 0.29% | — | $690,642 | 2,876 | $0 | 0 | +2,876 | New Buy |
 MARRIOTT INTL INC NEWMAR |
| 0.26% | — | $625,674 | 1,669 | $0 | 0 | +1,669 | New Buy |
 TESLA INCTSLA |
| 0.24% | 0.15% | $558,866 | 1,357 | $342,134 | 963 | +394+40.91% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.23% | 0.66% | $555,763 | 9,541 | $1.5M | 25,590 | -16,049-62.72% | Reduce |
| AAVANTIS U SAVUV |
| 0.23% | 0.11% | $541,190 | 4,341 | $240,783 | 2,223 | +2,118+95.28% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.22% | — | $519,312 | 1,047 | $0 | 0 | +1,047 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.2% | 0.24% | $479,970 | 2,849 | $539,838 | 2,562 | +287+11.20% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.18% | 0.21% | $434,199 | 1,986 | $475,288 | 2,462 | -476-19.33% | Reduce |
 RTX CORPORATIONRTX |
| 0.18% | — | $433,294 | 2,313 | $0 | 0 | +2,313 | New Buy |
 ALPHABET INCGOOGL |
| 0.18% | — | $429,330 | 1,214 | $0 | 0 | +1,214 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 0.18% | — | $427,587 | 839 | $0 | 0 | +839 | New Buy |
 JPMORGAN CHASE & COJPM |
| 0.16% | — | $387,033 | 1,175 | $0 | 0 | +1,175 | New Buy |
 DEVON ENERGY CORP NEWDVN |
| 0.16% | — | $384,544 | 9,158 | $0 | 0 | +9,158 | New Buy |
 BP PLC SPONSORED ADRBP |
| 0.16% | 0.21% | $378,430 | 10,132 | $479,750 | 10,132 | 00.00% | Unchanged |
 STARBUCKS CORPSBUX |
| 0.15% | — | $366,291 | 3,520 | $0 | 0 | +3,520 | New Buy |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.15% | 0.17% | $365,830 | 9,979 | $388,064 | 9,930 | +49+0.49% | Add |
| IISHARES TRIVW |
| 0.15% | 0.19% | $360,560 | 2,659 | $427,121 | 3,929 | -1,270-32.32% | Reduce |
 HOME DEPOT INCHD |
| 0.15% | — | $346,600 | 988 | $0 | 0 | +988 | New Buy |
| IISHARES S&PIVE |
| 0.14% | 0.2% | $330,744 | 1,456 | $457,616 | 2,204 | -748-33.94% | Reduce |
| IISHARES RUSSELLIWF |
| 0.13% | 0.18% | $317,148 | 2,600 | $416,662 | 1,014 | +1,586+156.41% | Add |
 DEERE & CODE |
| 0.13% | — | $300,155 | 479 | $0 | 0 | +479 | New Buy |
 META PLATFORMS INCMETA |
| 0.13% | — | $298,740 | 531 | $0 | 0 | +531 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.13% | — | $296,611 | 427 | $0 | 0 | +427 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.12% | — | $291,211 | 829 | $0 | 0 | +829 | New Buy |
