| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | APPLE INC COM | $108.6M | 427.9K | 4.6% | REDUCED | -5,388 |
| 2 | NVIDIA CORPORATION COM | $96.6M | 553.6K | 4.1% | ADDED | +552.1K |
| 3 | TEXAS PACIFIC LAND CORPORATI COM | $80.9M | 170.5K | 3.5% | REDUCED | -592 |
| 4 | MICROSOFT CORP COM | $74.6M | 201.6K | 3.2% | REDUCED | -1,429 |
| 5 | AMAZON COM INC COM | $48.2M | 231.7K | 2.1% | ADDED | +2.1K |
| 6 | ALPHABET INC CAP STK CL A | $42.4M | 147.6K | 1.8% | ADDED | +147.0K |
| 7 | JPMORGAN CHASE & CO COM | $37.0M | 125.7K | 1.6% | REDUCED | -2,957 |
| 8 | WALMART INC COM | $32.7M | 263.1K | 1.4% | REDUCED | -2,945 |
| 9 | EXXON MOBIL CORP COM | $32.0M | 188.6K | 1.4% | REDUCED | -6,977 |
| 10 | BROADCOM INC COM | $30.3M | 97.9K | 1.3% | ADDED | +97.8K |
| 11 | JOHNSON & JOHNSON COM | $29.4M | 120.1K | 1.3% | REDUCED | -1,508 |
| 12 | VISA INC COM CL A | $23.4M | 77.5K | 1.0% | ADDED | +6.5K |
| 13 | TJX COS INC NEW COM | $22.8M | 142.9K | 1.0% | REDUCED | -5,286 |
| 14 | META PLATFORMS INC CL A | $21.7M | 38.0K | 0.9% | ADDED | +37.7K |
| 15 | ELI LILLY & CO COM | $21.4M | 23.3K | 0.9% | REDUCED | -53 |
| 16 | RTX CORPORATION COM | $21.1M | 109.4K | 0.9% | REDUCED | -4,264 |
| 17 | CHEVRON CORPORATION COM | $20.1M | 97.1K | 0.9% | REDUCED | -2,794 |
| 18 | INTERNATIONAL BUSINESS MACHS COM | $18.6M | 76.8K | 0.8% | REDUCED | -1,899 |
| 19 | ALPHABET INC CAP STK CL C | $18.2M | 63.4K | 0.8% | REDUCED | -1,022 |
| 20 | STATE STR SPDR S&P 500 ETF T TR UNIT | $18.2M | 27.9K | 0.8% | REDUCED | -1,759 |
| 21 | EATON CORP PLC SHS | $17.3M | 48.4K | 0.7% | ADDED | +1.1K |
| 22 | PROCTER & GAMBLE CO COM | $17.1M | 118.3K | 0.7% | REDUCED | -25,052 |
| 23 | NEXTERA ENERGY INC COM | $16.7M | 179.3K | 0.7% | REDUCED | -2,805 |
| 24 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $16.5M | 34.4K | 0.7% | ADDED | +1.5K |
| 25 | GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT | $16.4M | 311.4K | 0.7% | REDUCED | -4,126 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 8, 2026