DALLAS, TX
Allocation by class
Portfolio Concentration
Top 3 weight
30.1%
Top 10 weight
47.8%
Voting Authority Distribution
Total shares with voting rights: 3.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorporationSOLE | COM | 206.62K | SH | $36.03M 13.33% | 0.00 | 0.00 | 206.62K |
Texas Pacific Land CorporationSOLE | COM | 59.55K | SH | $28.26M 10.46% | 0.00 | 0.00 | 59.55K |
Apple IncSOLE | COM | 67.17K | SH | $17.05M 6.31% | 0.00 | 0.00 | 67.17K |
Amazon.Com IncSOLE | COM | 39.70K | SH | $8.27M 3.06% | 0.00 | 0.00 | 39.70K |
Exxon Mobile CorpSOLE | COM | 44.39K | SH | $7.53M 2.79% | 0.00 | 0.00 | 44.39K |
Freeport-Mcmoran Inc Cl BSOLE | COM | 124.68K | SH | $7.33M 2.71% | 0.00 | 0.00 | 124.68K |
Oneok IncSOLE | COM | 71.62K | SH | $6.47M 2.39% | 0.00 | 0.00 | 71.62K |
Boeing CoSOLE | COM | 32.44K | SH | $6.46M 2.39% | 0.00 | 0.00 | 32.44K |
Caterpillar IncSOLE | COM | 8.65K | SH | $6.13M 2.27% | 0.00 | 0.00 | 8.65K |
Uber Technologies IncSOLE | COM | 77.22K | SH | $5.55M 2.05% | 0.00 | 0.00 | 77.22K |
Eli Lilly & CoSOLE | COM | 5.39K | SH | $4.96M 1.83% | 0.00 | 0.00 | 5.39K |
Meta Platforms Inc Cl ASOLE | COM | 8.13K | SH | $4.65M 1.72% | 0.00 | 0.00 | 8.13K |
Johnson & JohnsonSOLE | COM | 16.57K | SH | $4.05M 1.50% | 0.00 | 0.00 | 16.57K |
Microsoft CorpSOLE | COM | 10.67K | SH | $3.95M 1.46% | 0.00 | 0.00 | 10.67K |
Home Depot IncSOLE | COM | 11.99K | SH | $3.94M 1.46% | 0.00 | 0.00 | 11.99K |
Jpmorgan Chase & CoSOLE | COM | 13.22K | SH | $3.89M 1.44% | 0.00 | 0.00 | 13.22K |
Sharkninja IncSOLE | COM | 35.46K | SH | $3.76M 1.39% | 0.00 | 0.00 | 35.46K |
Wal-Mart IncSOLE | COM | 27.93K | SH | $3.47M 1.28% | 0.00 | 0.00 | 27.93K |
Citigroup Inc NewSOLE | COM | 30.03K | SH | $3.41M 1.26% | 0.00 | 0.00 | 30.03K |
Expand Energy CorporationSOLE | COM | 31.01K | SH | $3.40M 1.26% | 0.00 | 0.00 | 31.01K |
Ryman Hospitality Properties ISOLE | COM | 35.92K | SH | $3.31M 1.23% | 0.00 | 0.00 | 35.92K |
Eagle Materials IncSOLE | COM | 16.45K | SH | $3.12M 1.15% | 0.00 | 0.00 | 16.45K |
Millrose Properties Inc Cl ASOLE | COM | 108.84K | SH | $3.05M 1.13% | 0.00 | 0.00 | 108.84K |
Whirlpool CorpSOLE | COM | 55.11K | SH | $2.97M 1.10% | 0.00 | 0.00 | 55.11K |
United Parcel Service Inc Cl BSOLE | COM | 29.83K | SH | $2.94M 1.09% | 0.00 | 0.00 | 29.83K |