 JPMORGAN CHASE & COJPM |
| 7.74% | 6.8% | $9.6M | 29,367 | $8.7M | 29,446 | -79-0.27% | Reduce |
| EENERGY TRANSFER L PET |
| 6.32% | 6.18% | $7.8M | 410,387 | $7.9M | 407,522 | +2,865+0.70% | Add |
 EXXON MOBIL CORPXOM |
| 6.16% | 7.44% | $7.6M | 55,952 | $9.5M | 55,858 | +94+0.17% | Add |
 JOHNSON & JOHNSONJNJ |
| 5.63% | 5.07% | $7.0M | 27,510 | $6.5M | 26,424 | +1,086+4.11% | Add |
 AMAZON COM INCAMZN |
| 5.62% | 4.75% | $7.0M | 29,261 | $6.0M | 29,041 | +220+0.76% | Add |
 ABBVIE INCABBV |
| 5.55% | 4.64% | $6.9M | 27,358 | $5.9M | 27,153 | +205+0.75% | Add |
 OCCIDENTAL PETE CORPOXY |
| 5.34% | 7.08% | $6.6M | 135,775 | $9.0M | 138,162 | -2,387-1.73% | Reduce |
 EXPAND ENERGY CORPORATIONEXE |
| 5.16% | 6.01% | $6.4M | 70,261 | $7.7M | 69,761 | +500+0.72% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 5.09% | 5.6% | $6.3M | 35,915 | $7.1M | 36,069 | -154-0.43% | Reduce |
 CHUBB LIMITEDCB |
| 4.89% | 4.57% | $6.1M | 17,772 | $5.8M | 17,807 | -35-0.20% | Reduce |
 TJX COS INC NEWTJX |
| 4.88% | 5.05% | $6.1M | 40,009 | $6.4M | 40,232 | -223-0.55% | Reduce |
 MICROSOFT CORPMSFT |
| 3.74% | 3.58% | $4.6M | 12,450 | $4.6M | 12,312 | +138+1.12% | Add |
 FIRST INDL RLTY TR INCFR |
| 3.48% | 3.2% | $4.3M | 70,492 | $4.1M | 69,903 | +589+0.84% | Add |
 BUNGE GLOBAL SABG |
| 3.34% | 3.91% | $4.1M | 38,828 | $5.0M | 39,126 | -298-0.76% | Reduce |
 HUBBELL INCHUBB |
| 3.28% | 2.97% | $4.1M | 7,791 | $3.8M | 7,711 | +80+1.04% | Add |
 CISCO SYS INCCSCO |
| 3.27% | 3.09% | $4.1M | 34,526 | $3.9M | 50,702 | -16,176-31.90% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.1% | 2.84% | $3.8M | 7,686 | $3.6M | 7,554 | +132+1.75% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 2.83% | 2.48% | $3.5M | 40,476 | $3.2M | 40,051 | +425+1.06% | Add |
 MARTIN MARIETTA MATLS INCMLM |
| 2.74% | 2.71% | $3.4M | 5,910 | $3.5M | 5,869 | +41+0.70% | Add |
 LOWES COS INC COMLOW |
| 2.53% | 2.5% | $3.1M | 14,272 | $3.2M | 13,487 | +785+5.82% | Add |
 HERSHEY CO COMHSY |
| 2.52% | 2.87% | $3.1M | 17,825 | $3.7M | 17,594 | +231+1.31% | Add |
 LOUISIANA PAC CORPLPX |
| 2.44% | 2.18% | $3.0M | 38,518 | $2.8M | 38,105 | +413+1.08% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 2.34% | 2.01% | $2.9M | 47,298 | $2.6M | 46,020 | +1,278+2.78% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.35% | 1.73% | $1.7M | 3,292 | $2.2M | 3,234 | +58+1.79% | Add |
| SSPDR SERIES TRUSTXOP |
| 0.43% | 0.49% | $534,048 | 3,462 | $629,495 | 3,462 | 00.00% | Unchanged |
| SSPDR SERIES TRUSTXES |
| 0.23% | 0.23% | $288,158 | 2,571 | $299,084 | 2,571 | 00.00% | Unchanged |
