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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | FTAI AVIATION LTD | $29.4M | 120182 | 8.49% |
| 2 | KEYSIGHT TECHNOLOGIES INC | $28.7M | 101573 | 8.27% |
| 3 | DEERE & CO | $26.1M | 46383 | 7.53% |
| 4 | TJX COS INC NEW | $21.6M | 135032 | 6.22% |
| 5 | COPART INC | $21.1M | 636508 | 6.09% |
| 6 | CUMMINS INC | $20.4M | 37935 | 5.89% |
| 7 | NEW YORK TIMES CO MTN BE | $17.5M | 208729 | 5.04% |
| 8 | ALPHABET INC | $16.1M | 55846 | 4.63% |
| 9 | FEDERAL AGRIC MTG CORP | $15.4M | 103743 | 4.44% |
| 10 | WILLIAMS COS INC | $14.5M | 199736 | 4.19% |
| 11 | GENERAL DYNAMICS CORP | $14.4M | 41874 | 4.14% |
| 12 | BERKSHIRE HATHAWAY INC DEL | $13.0M | 27065 | 3.74% |
| 13 | JOHNSON & JOHNSON | $12.5M | 50996 | 3.59% |
| 14 | CISCO SYS INC | $11.7M | 150832 | 3.37% |
| 15 | BANK OZK LITTLE ROCK ARK | $11.0M | 239387 | 3.17% |
| 16 | CHUBB LTD SWITZ | $10.9M | 33576 | 3.16% |
| 17 | LABCORP HOLDINGS INC | $10.3M | 38757 | 2.98% |
| 18 | A2Z CUST2MATE SOLUTIONS CORP | $10.3M | 1542249 | 2.97% |
| 19 | AMAZON COM INC | $9.4M | 45112 | 2.71% |
| 20 | CANADIAN NATL RY CO | $8.9M | 86467 | 2.56% |
| 21 | EAGLE MATLS INC | $8.4M | 44344 | 2.42% |
| 22 | C H ROBINSON WORLDWIDE IN | $5.1M | 30851 | 1.48% |
| 23 | EXPEDITORS INTL WASH INC | $3.1M | 21985 | 0.91% |
| 24 | INGREDION INC | $2.2M | 19850 | 0.64% |
| 25 | HENRY JACK & ASSOC INC | $1.6M | 9838 | 0.45% |
| 26 | EXXON MOBIL CORP | $896K | 5282 | 0.26% |
| 27 | APPLE INC | $409K | 1611 | 0.12% |
| 28 | STATE STR SPDR S&P 500 ETF T | $392K | 603 | 0.11% |
| 29 | NRG ENERGY INC | $341K | 2335 | 0.10% |
| 30 | INTUITIVE SURGICAL INC | $337K | 730 | 0.10% |
| 31 | INTERDIGITAL INC | $304K | 1005 | 0.09% |
| 32 | TESLA INC | $292K | 785 | 0.08% |
| 33 | BIOHAVEN LTD | $194K | 22990 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.