OKLAHOMA CITY, OK
Allocation by class
Portfolio Concentration
Top 3 weight
50.5%
Top 10 weight
86.9%
Voting Authority Distribution
Total shares with voting rights: 1.62M
Full voting authority
1.53M
shares
Joint voting authority
0.00
shares
No voting authority
84.37K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway BSOLE | COM | 112.22K | SH | $56.15M 31.06% | 106.45K | 0.00 | 5.77K |
Micron Technology Inc.SOLE | COM | 17.72K | SH | $20.45M 11.31% | 16.88K | 0.00 | 838.00 |
Brookfield CorpSOLE | COM | 345.50K | SH | $14.71M 8.14% | 327.73K | 0.00 | 17.77K |
Williams CompaniesSOLE | COM | 172.87K | SH | $12.85M 7.11% | 162.97K | 0.00 | 9.90K |
Alphabet Inc - Cl ASOLE | COM | 33.22K | SH | $11.87M 6.57% | 31.54K | 0.00 | 1.68K |
Nextera Energy Inc.SOLE | COM | 115.31K | SH | $10.12M 5.60% | 109.11K | 0.00 | 6.20K |
Apple Inc.SOLE | COM | 34.34K | SH | $9.94M 5.50% | 33.02K | 0.00 | 1.32K |
Ally FinancialSOLE | COM | 159.75K | SH | $7.34M 4.06% | 150.75K | 0.00 | 9K |
Brookfield RenewableSOLE | COM | 190.94K | SH | $7.09M 3.92% | 181.53K | 0.00 | 9.40K |
Lennar Corp ASOLE | COM | 72.01K | SH | $6.52M 3.60% | 68.41K | 0.00 | 3.60K |
Occidental Petrol CoSOLE | COM | 116.55K | SH | $5.66M 3.13% | 110.25K | 0.00 | 6.30K |
Verisign Inc.SOLE | COM | 20.41K | SH | $5.13M 2.84% | 19.43K | 0.00 | 970.00 |
Verizon Comm.SOLE | COM | 116.57K | SH | $4.94M 2.73% | 110.52K | 0.00 | 6.05K |
CarMax Inc.SOLE | COM | 79.42K | SH | $4.20M 2.32% | 75.17K | 0.00 | 4.25K |
Accenture PlcSOLE | COM | 26.30K | SH | $3.27M 1.81% | 25.02K | 0.00 | 1.28K |
The Southern CompanySOLE | COM | 3K | SH | $287.1K 0.16% | 3K | 0.00 | 0.00 |
Vanguard S&P 500 Value ETFSOLE | ETF | 1.25K | SH | $274.7K 0.15% | 1.21K | 0.00 | 45.00 |