 APPLE INCAAPL |
| 6.02% | 5.19% | $15.6M | 53,900 | $13.7M | 53,900 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 5% | 3.77% | $13.0M | 10,800 | $9.9M | 10,800 | 00.00% | Unchanged |
 CSX CORPCSX |
| 3.74% | 3.18% | $9.7M | 204,000 | $8.4M | 204,000 | 00.00% | Unchanged |
 INTERNATIONAL PAPER COIP |
| 3.36% | 3.03% | $8.7M | 228,400 | $8.0M | 223,400 | +5,000+2.24% | Add |
 JPMORGAN CHASE & COJPM |
| 3.03% | 2.68% | $7.9M | 24,010 | $7.1M | 24,010 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 3.03% | 4.34% | $7.8M | 47,299 | $11.4M | 55,299 | -8,000-14.47% | Reduce |
 MICROSOFT CORPMSFT |
| 3% | 2.93% | $7.8M | 20,825 | $7.7M | 20,825 | 00.00% | Unchanged |
 FEDEX CORPFDX |
| 2.91% | 3.25% | $7.5M | 24,050 | $8.6M | 24,050 | 00.00% | Unchanged |
 ONEOK INC NEWOKE |
| 2.58% | 2.69% | $6.7M | 77,015 | $7.1M | 78,515 | -1,500-1.91% | Reduce |
 UMH PPTYS INCUMH |
| 2.43% | 2.24% | $6.3M | 415,162 | $5.9M | 409,004 | +6,158+1.51% | Add |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 2.39% | 1.82% | $6.2M | 79,420 | $4.8M | 83,420 | -4,000-4.80% | Reduce |
 UNION PAC CORPUNP |
| 2.31% | 2.03% | $6.0M | 22,000 | $5.3M | 22,000 | 00.00% | Unchanged |
 EASTMAN CHEM COEMN |
| 2.28% | 2.47% | $5.9M | 88,300 | $6.5M | 85,300 | +3,000+3.52% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 2.12% | 1.91% | $5.5M | 17,500 | $5.0M | 17,500 | 00.00% | Unchanged |
 AUTOZONE INCAZO |
| 2.1% | 2.05% | $5.4M | 1,700 | $5.4M | 1,600 | +100+6.25% | Add |
 MARATHON PETE CORPMPC |
| 2.05% | 3.43% | $5.3M | 20,758 | $9.0M | 37,058 | -16,300-43.99% | Reduce |
 FIRST HORIZON CORPORATIONFHN |
| 1.68% | 1.47% | $4.4M | 170,000 | $3.9M | 170,000 | 00.00% | Unchanged |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.63% | 1.72% | $4.2M | 115,000 | $4.5M | 120,000 | -5,000-4.17% | Reduce |
 CONSOLIDATED EDISON INCED |
| 1.6% | 1.61% | $4.1M | 37,400 | $4.2M | 37,400 | 00.00% | Unchanged |
 CONOCOPHILLIPSCOP |
| 1.55% | 2.31% | $4.0M | 38,700 | $6.1M | 46,200 | -7,500-16.23% | Reduce |
 MORGAN STANLEYMS |
| 1.29% | 1% | $3.3M | 16,000 | $2.6M | 16,000 | 00.00% | Unchanged |
 CINCINNATI FINL CORP COMCINF |
| 1.29% | 1.08% | $3.3M | 18,000 | $2.8M | 18,000 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.27% | 1.2% | $3.3M | 6,600 | $3.2M | 6,600 | 00.00% | Unchanged |
 CANADIAN PACIFIC KANSAS CITYCP |
| 1.27% | 1.14% | $3.3M | 38,068 | $3.0M | 38,068 | 00.00% | Unchanged |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 1.27% | 1.18% | $3.3M | 53,176 | $3.1M | 53,176 | 00.00% | Unchanged |
 HCA HEALTHCARE INCHCA |
| 1.22% | 1.45% | $3.2M | 8,100 | $3.8M | 8,100 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 1.18% | 1.35% | $3.1M | 126,947 | $3.6M | 126,947 | 00.00% | Unchanged |
 VALERO ENERGY CORP COMVLO |
| 1.14% | 1.72% | $3.0M | 11,350 | $4.5M | 18,350 | -7,000-38.15% | Reduce |
 NUCOR CORPNUE |
| 1.13% | 0.84% | $2.9M | 13,100 | $2.2M | 13,100 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 1.07% | 0.7% | $2.8M | 2,600 | $1.8M | 2,600 | 00.00% | Unchanged |
 OLD REP INTL CORPORI |
| 1.04% | 1% | $2.7M | 66,000 | $2.6M | 66,000 | 00.00% | Unchanged |
 PHILLIPS 66PSX |
| 1.01% | 1.26% | $2.6M | 15,450 | $3.3M | 18,150 | -2,700-14.88% | Reduce |
 META PLATFORMS INCMETA |
| 0.98% | 0.98% | $2.5M | 4,500 | $2.6M | 4,500 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.97% | 0.83% | $2.5M | 10,000 | $2.2M | 10,000 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.93% | 0.6% | $2.4M | 5,800 | $1.6M | 5,800 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.92% | 0.71% | $2.4M | 5,000 | $1.9M | 5,510 | -510-9.26% | Reduce |
 ALTRIA GROUP INCMO |
| 0.92% | 0.83% | $2.4M | 33,139 | $2.2M | 33,139 | 00.00% | Unchanged |
| BBANK NEW YORK MELLON CORPBK |
| 0.91% | 0.73% | $2.3M | 16,230 | $1.9M | 16,230 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.89% | 0.94% | $2.3M | 10,500 | $2.5M | 10,500 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.8% | 0.46% | $2.1M | 1,800 | $1.2M | 3,600 | -1,800-50.00% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 0.79% | 0.75% | $2.1M | 15,000 | $2.0M | 15,000 | 00.00% | Unchanged |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.78% | 0.58% | $2.0M | 2,100 | $1.5M | 3,900 | -1,800-46.15% | Reduce |
 HOME DEPOT INCHD |
| 0.78% | 0.59% | $2.0M | 5,700 | $1.5M | 4,700 | +1,000+21.28% | Add |
 LANDSTAR SYS INCLSTR |
| 0.73% | 0.55% | $1.9M | 9,100 | $1.5M | 9,100 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.72% | 0.66% | $1.9M | 14,498 | $1.7M | 14,498 | 00.00% | Unchanged |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.7% | — | $1.8M | 12,025 | $0 | 0 | +12,025 | New Buy |
 SOUTHERN COPPER CORPSCCO |
| 0.68% | 0.66% | $1.8M | 10,169 | $1.7M | 10,069 | +100+0.99% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.68% | 0.7% | $1.8M | 30,600 | $1.9M | 30,600 | 00.00% | Unchanged |
 UNITED PARCEL SVCS INCUPS |
| 0.61% | 0.55% | $1.6M | 14,800 | $1.5M | 14,800 | 00.00% | Unchanged |
 FIRSTENERGY CORP COMFE |
| 0.61% | 0.63% | $1.6M | 33,000 | $1.7M | 33,000 | 00.00% | Unchanged |
