Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UNITED RENTALS INC | $24.8M | 34030 | 8.46% |
| 2 | VSE CORP | $22.8M | 123679 | 7.78% |
| 3 | TRUIST FINL CORP | $14.6M | 318131 | 4.99% |
| 4 | DEERE & CO | $14.2M | 25280 | 4.86% |
| 5 | APPLE INC | $12.5M | 49080 | 4.25% |
| 6 | CONOCOPHILLIPS | $12.4M | 93719 | 4.22% |
| 7 | CATERPILLAR INC | $10.2M | 14327 | 3.46% |
| 8 | ISHARES TR | $10.1M | 100700 | 3.46% |
| 9 | INTERNATIONAL BUSINESS MACHS | $9.1M | 37502 | 3.10% |
| 10 | CHEVRON CORPORATION | $8.9M | 43167 | 3.05% |
| 11 | DIAMONDBACK ENERGY INC | $8.8M | 44474 | 3.00% |
| 12 | NVR INC | $8.7M | 1319 | 2.97% |
| 13 | VALERO ENERGY CORP | $7.4M | 29890 | 2.52% |
| 14 | PHILLIPS 66 | $7.0M | 38699 | 2.41% |
| 15 | FREEPORT MCMORAN INC | $6.7M | 113360 | 2.27% |
| 16 | CF INDUSTRIES HOLD | $6.3M | 48580 | 2.15% |
| 17 | BANK AMERICA CORP | $6.0M | 122980 | 2.05% |
| 18 | LENNAR CORP | $5.8M | 66788 | 1.98% |
| 19 | MERCK & CO INC | $5.3M | 43823 | 1.80% |
| 20 | MICROSOFT CORP | $4.7M | 12676 | 1.60% |
| 21 | LENNAR CORP | $4.7M | 55317 | 1.59% |
| 22 | JOHNSON & JOHNSON | $4.4M | 18165 | 1.51% |
| 23 | GENERAL MILLS INC | $3.8M | 102843 | 1.31% |
| 24 | SUNCOR ENERGY INC NEW | $3.7M | 56200 | 1.27% |
| 25 | PNC FINL SVCS GROUP INC | $3.0M | 14371 | 1.02% |
| 26 | ISHARES TR | $2.9M | 4394 | 0.98% |
| 27 | ABBVIE INC | $2.8M | 13045 | 0.97% |
| 28 | SERVICENOW INC | $2.6M | 25105 | 0.90% |
| 29 | NEXTERA ENERGY INC | $2.4M | 26110 | 0.83% |
| 30 | CAMECO CORP | $2.4M | 22252 | 0.82% |
| 31 | RTX CORPORATION | $2.4M | 12301 | 0.81% |
| 32 | BERKSHIRE HATHAWAY INC DEL | $2.2M | 3 | 0.73% |
| 33 | PINNACLE FINL PARTNERS INC | $2.1M | 24918 | 0.73% |
| 34 | MCDONALDS CORP | $1.9M | 6159 | 0.65% |
| 35 | CENOVUS ENERGY INC | $1.6M | 58835 | 0.53% |
| 36 | ABBOTT LABORATORIES | $1.5M | 14725 | 0.52% |
| 37 | WALMART INC | $1.4M | 11413 | 0.48% |
| 38 | MILLROSE PPTYS INC | $1.3M | 47306 | 0.45% |
| 39 | LABCORP HOLDINGS INC | $1.3M | 4810 | 0.44% |
| 40 | COSTCO WHOLESALE CORPORATION | $1.3M | 1285 | 0.44% |
| 41 | LGI HOMES INC | $1.2M | 30110 | 0.41% |
| 42 | EVERUS CONSTR GROUP | $1.2M | 9967 | 0.40% |
| 43 | BHP BILLITON LIMITED | $1.2M | 16150 | 0.40% |
| 44 | NVIDIA CORPORATION | $1.1M | 6370 | 0.38% |
| 45 | HP INC | $1.0M | 52970 | 0.35% |
| 46 | KNIFE RIVER CORP | $1.0M | 12404 | 0.35% |
| 47 | LOWES COS INC | $1.0M | 4234 | 0.34% |
| 48 | ISHARES TR | $992K | 4000 | 0.34% |
| 49 | OLD DOMINION FREIGHT LINE IN | $973K | 4980 | 0.33% |
| 50 | DELTA AIR LINES INC | $952K | 14315 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.