| BBOK FINL CORPBOKF |
| 44.83% | 48.76% | $466.9M | 3.4M | $430.5M | 3.4M | 00.00% | Unchanged |
 EXCELERATE ENERGY INCEE |
| 28.65% | 29.73% | $298.4M | 7.9M | $262.5M | 7.9M | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 5.13% | 2.92% | $53.4M | 71,473 | $25.7M | 39,583 | +31,890+80.56% | Add |
| IISHARES TRIWL |
| 4.41% | 2.44% | $46.0M | 248,501 | $21.6M | 134,450 | +114,051+84.83% | Add |
| SSPDR SERIES TRUSTBIL |
| 2.65% | 5.14% | $27.6M | 300,759 | $45.4M | 495,333 | -194,574-39.28% | Reduce |
| IISHARES TRSGOV |
| 2.46% | 2.88% | $25.7M | 254,802 | $25.4M | 252,558 | +2,244+0.89% | Add |
 ASPEN AEROGELS INC COMASPN |
| 1.93% | 1.23% | $20.1M | 3.2M | $10.8M | 3.2M | 00.00% | Unchanged |
 JABIL INCJBL |
| 0.95% | 0.77% | $9.9M | 25,603 | $6.8M | 25,452 | +151+0.59% | Add |
 JFROG LTDFROG |
| 0.67% | 0.41% | $7.0M | 76,577 | $3.6M | 76,577 | 00.00% | Unchanged |
| SSTEPSTONE GROUP INCSTEP |
| 0.49% | — | $5.1M | 124,406 | $0 | 0 | +124,406 | New Buy |
 TRANSDIGM GROUP INCTDG |
| 0.44% | 0.45% | $4.6M | 3,425 | $3.9M | 3,399 | +26+0.76% | Add |
| IINTAPP INCINTA |
| 0.28% | 0.43% | $2.9M | 114,960 | $3.8M | 147,651 | -32,691-22.14% | Reduce |
 SERVICENOW INCNOW |
| 0.27% | 0.33% | $2.8M | 28,645 | $2.9M | 27,935 | +710+2.54% | Add |
 ALPHABET INCGOOGL |
| 0.25% | 0.08% | $2.6M | 7,282 | $730,690 | 2,541 | +4,741+186.58% | Add |
| PPROCORE TECHNOLOGIES INCPCOR |
| 0.25% | 0.34% | $2.6M | 64,062 | $3.0M | 52,458 | +11,604+22.12% | Add |
| TTYLER TECHNOLOGIES INCTYL |
| 0.24% | 0.3% | $2.5M | 8,703 | $2.6M | 7,718 | +985+12.76% | Add |
| CCELLEBRITE DI LTDCLBT |
| 0.24% | 0.16% | $2.5M | 169,640 | $1.4M | 104,806 | +64,834+61.86% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.23% | 0.07% | $2.4M | 12,204 | $615,109 | 3,527 | +8,677+246.02% | Add |
 AMAZON COM INCAMZN |
| 0.22% | 0.05% | $2.3M | 9,688 | $449,030 | 2,156 | +7,532+349.35% | Add |
 MICROSOFT CORPMSFT |
| 0.22% | 0.04% | $2.3M | 6,062 | $384,236 | 1,038 | +5,024+484.01% | Add |
 TRADEWEB MKTS INCTW |
| 0.21% | 0.29% | $2.2M | 22,047 | $2.6M | 22,047 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.2% | 0.04% | $2.1M | 3,653 | $392,481 | 686 | +2,967+432.51% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.19% | 0.09% | $2.0M | 4,248 | $806,349 | 2,386 | +1,862+78.04% | Add |
| BBOSTON OMAHA CORP CL A COM STKBOC |
| 0.18% | 0.19% | $1.9M | 140,932 | $1.6M | 140,932 | 00.00% | Unchanged |
 ALKAMI TECHNOLOGY INCALKT |
| 0.18% | 0.19% | $1.9M | 105,707 | $1.7M | 105,707 | 00.00% | Unchanged |
 HURCO COHURC |
| 0.18% | 0.13% | $1.8M | 80,644 | $1.2M | 80,644 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.18% | 0.08% | $1.8M | 4,855 | $707,849 | 2,287 | +2,568+112.29% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.17% | 0.07% | $1.8M | 4,305 | $648,063 | 2,395 | +1,910+79.75% | Add |
 APPLE INCAAPL |
| 0.17% | 0.05% | $1.7M | 5,989 | $484,231 | 1,908 | +4,081+213.89% | Add |
 DESCARTES SYS GROUP INCDSGX |
| 0.16% | 0.2% | $1.7M | 24,131 | $1.7M | 24,131 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.13% | 0.05% | $1.3M | 2,672 | $406,841 | 849 | +1,823+214.72% | Add |
 ASML HLDG NVASML |
| 0.09% | — | $970,847 | 488 | $0 | 0 | +488 | New Buy |
 D R HORTON INCDHI |
| 0.09% | 0.05% | $949,102 | 5,827 | $398,624 | 2,905 | +2,922+100.59% | Add |
 KLA CORPKLAC |
| 0.09% | 0.1% | $944,352 | 3,130 | $848,108 | 576 | +2,554+443.40% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.09% | — | $896,925 | 1,544 | $0 | 0 | +1,544 | New Buy |
 LAM RESEARCH CORPLRCX |
| 0.09% | 0.13% | $891,793 | 2,058 | $1.2M | 5,514 | -3,456-62.68% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.08% | — | $872,951 | 2,462 | $0 | 0 | +2,462 | New Buy |
 PALO ALTOPANW |
| 0.08% | 0.04% | $864,486 | 2,535 | $373,546 | 2,330 | +205+8.80% | Add |
 ARISTA NETWORKS INCANET |
| 0.08% | 0.07% | $829,694 | 4,884 | $599,658 | 4,884 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.08% | 0.04% | $803,784 | 1,565 | $396,730 | 794 | +771+97.10% | Add |
| MMAXCYTE INC COMMXCT |
| 0.07% | 0.04% | $771,869 | 627,536 | $338,467 | 481,803 | +145,733+30.25% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.07% | 0.05% | $739,957 | 791 | $418,501 | 420 | +371+88.33% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.07% | 0.05% | $725,494 | 1,933 | $450,983 | 1,623 | +310+19.10% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.07% | — | $721,167 | 945 | $0 | 0 | +945 | New Buy |
 CORNING INCGLW |
| 0.07% | — | $690,427 | 2,703 | $0 | 0 | +2,703 | New Buy |
 AMPHENOL CORPAPH |
| 0.06% | — | $620,646 | 3,520 | $0 | 0 | +3,520 | New Buy |
| AAMARIN CORP PLCAMRN |
| 0.06% | — | $593,080 | 37,207 | $0 | 0 | +37,207 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 0.06% | — | $573,447 | 567 | $0 | 0 | +567 | New Buy |
 VISA INCV |
| 0.05% | — | $564,383 | 1,645 | $0 | 0 | +1,645 | New Buy |
 NETFLIX INCNFLX |
| 0.05% | 0.05% | $547,424 | 7,667 | $451,905 | 4,700 | +2,967+63.13% | Add |
