APPLE INC AAPL
4.92% 4.92% $5.9M 47,965 $5.9M 47,965 0 0.00% Unchanged SOUTHWEST AIRLS CO COM LUV
3.16% 3.16% $3.8M 61,529 $3.8M 61,529 0 0.00% Unchanged A Alphabet Inc Class C GOOG
3.04% 3.04% $3.6M 1,752 $3.6M 1,752 0 0.00% Unchanged FEDEX CORP FDX
2.81% 2.81% $3.3M 11,774 $3.3M 11,774 0 0.00% Unchanged SCHWAB CHARLES CORP SCHW
2.62% 2.62% $3.1M 47,839 $3.1M 47,839 0 0.00% Unchanged AMAZON COM INC AMZN
2.58% 2.58% $3.1M 994 $3.1M 994 0 0.00% Unchanged HILTON WORLDWIDE HLDGS INC HLT
2.58% 2.57% $3.1M 25,353 $3.1M 25,353 0 0.00% Unchanged HERSHEY CO COM HSY
2.43% 2.43% $2.9M 18,310 $2.9M 18,310 0 0.00% Unchanged CVS HEALTH CORP CVS
2.43% 2.43% $2.9M 38,484 $2.9M 38,484 0 0.00% Unchanged PEPSICO INC PEP
2.27% 2.27% $2.7M 19,086 $2.7M 19,086 0 0.00% Unchanged T-MOBILE US INC COM TMUS
2.25% 2.25% $2.7M 21,358 $2.7M 21,358 0 0.00% Unchanged METLIFE INC COM MET
1.95% 1.95% $2.3M 38,267 $2.3M 38,267 0 0.00% Unchanged HUMANA INC COM HUM
1.92% 1.92% $2.3M 5,462 $2.3M 5,462 0 0.00% Unchanged BERKSHIRE HATHAWAY INC DEL BRK.B
1.88% 1.88% $2.2M 8,775 $2.2M 8,775 0 0.00% Unchanged ETSY INC COM ETSY
1.87% 1.87% $2.2M 11,037 $2.2M 11,037 0 0.00% Unchanged NETFLIX INC NFLX
1.81% 1.81% $2.2M 4,141 $2.2M 4,141 0 0.00% Unchanged N NORDSTROM INC JWNUSD
1.78% 1.78% $2.1M 55,887 $2.1M 55,887 0 0.00% Unchanged DISNEY WALT CO DIS
1.66% 1.66% $2.0M 10,728 $2.0M 10,728 0 0.00% Unchanged L L BRANDS INC
1.65% 1.65% $2.0M 31,680 $2.0M 31,680 0 0.00% Unchanged CHIPOTLE MEXICAN GRILL INC CMG
1.65% 1.65% $2.0M 1,379 $2.0M 1,379 0 0.00% Unchanged CLOROX CO DEL CLX
1.53% 1.53% $1.8M 9,439 $1.8M 9,439 0 0.00% Unchanged COSTCO WHOLESALE CORPORATION COST
1.47% 1.47% $1.8M 4,967 $1.8M 4,967 0 0.00% Unchanged UNITEDHEALTH GROUP INC UNH
1.24% 1.24% $1.5M 3,957 $1.5M 3,957 0 0.00% Unchanged VERIZON COMMUNICATIONS INC VZ
1.22% 1.22% $1.4M 24,895 $1.4M 24,895 0 0.00% Unchanged PINTEREST INC PINS
1.21% 1.21% $1.4M 19,534 $1.4M 19,534 0 0.00% Unchanged NIKE INC NKE
1.1% 1.1% $1.3M 9,842 $1.3M 9,842 0 0.00% Unchanged V Vonage Holdings Corp
1.08% 1.08% $1.3M 108,907 $1.3M 108,907 0 0.00% Unchanged ATMOS ENERGY CORP ATO
0.95% 0.95% $1.1M 11,495 $1.1M 11,495 0 0.00% Unchanged MICROSOFT CORP MSFT
0.95% 0.95% $1.1M 4,807 $1.1M 4,807 0 0.00% Unchanged CENTERPOINT ENERGY INC COM CNP
0.94% 0.94% $1.1M 49,325 $1.1M 49,325 0 0.00% Unchanged LEVI STRAUSS & CO NEW LEVI
0.94% 0.94% $1.1M 46,714 $1.1M 46,714 0 0.00% Unchanged CAPITAL ONE FINL CORP COF
0.92% 0.92% $1.1M 8,588 $1.1M 8,588 0 0.00% Unchanged JPMORGAN CHASE & CO JPM
0.88% 0.88% $1.1M 6,909 $1.1M 6,909 0 0.00% Unchanged PULTE GROUP INC PHM
0.85% 0.85% $1.0M 19,343 $1.0M 19,343 0 0.00% Unchanged NETAPP INC NTAP
0.82% 0.82% $973,000 13,392 $973,000 13,392 0 0.00% Unchanged D R HORTON INC DHI
0.81% 0.81% $970,000 10,884 $970,000 10,884 0 0.00% Unchanged HP INC HPQ
0.8% 0.8% $951,000 29,968 $951,000 29,968 0 0.00% Unchanged BIOGEN INC BIIB
0.79% 0.79% $942,000 3,369 $942,000 3,369 0 0.00% Unchanged PROGRESSIVE CORP PGR
0.79% 0.79% $941,000 9,846 $941,000 9,846 0 0.00% Unchanged CISCO SYS INC CSCO
0.79% 0.79% $936,000 18,102 $936,000 18,102 0 0.00% Unchanged ORACLE CORP ORCL
0.79% 0.79% $935,000 13,330 $935,000 13,330 0 0.00% Unchanged O OREILLY AUTOMOTIVE INC COM ORLY
0.79% 0.79% $935,000 1,844 $935,000 1,844 0 0.00% Unchanged PROCTER & GAMBLE CO PG
0.78% 0.78% $930,000 6,864 $930,000 6,864 0 0.00% Unchanged LOCKHEED MARTIN CORP LMT
0.78% 0.78% $930,000 2,518 $930,000 2,518 0 0.00% Unchanged E EBAY INC. COM EBAY
0.78% 0.78% $930,000 15,187 $930,000 15,187 0 0.00% Unchanged VIRTU FINL INC VIRT
0.78% 0.78% $930,000 29,954 $930,000 29,954 0 0.00% Unchanged FIRST AMERN FINL CORP FAF
0.78% 0.78% $926,000 16,338 $926,000 16,338 0 0.00% Unchanged M MERITAGE HOMES CORP MTH
0.77% 0.77% $920,000 10,011 $920,000 10,011 0 0.00% Unchanged F FEDERATED HERMES INC FHI
0.76% 0.76% $906,000 28,940 $906,000 28,940 0 0.00% Unchanged ALLSTATE CORP ALL
0.76% 0.76% $904,000 7,872 $904,000 7,872 0 0.00% Unchanged