TULSA, OK
Allocation by class
Portfolio Concentration
Top 3 weight
17.5%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 8.78M
Full voting authority
8.78M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALLIANCE RESOURCE PARTNERS LSOLE | UT LTD PART | 2.12M | SH | $58.60M 9.68% | 2.12M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 92.53K | SH | $26.54M 4.39% | 92.53K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 82.70K | SH | $20.99M 3.47% | 82.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 42.19K | SH | $15.62M 2.58% | 42.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 23.51K | SH | $15.36M 2.54% | 23.51K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 187.76K | SH | $13.67M 2.26% | 187.76K | 0.00 | 0.00 |
ONEOK INC NEWSOLE | COM | 130K | SH | $11.75M 1.94% | 130K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 46.91K | SH | $9.77M 1.61% | 46.91K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 106.04K | SH | $9.60M 1.59% | 106.04K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 249.60K | SH | $9.44M 1.56% | 249.60K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.35K | SH | $9.33M 1.54% | 14.35K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 69.09K | SH | $8.59M 1.42% | 69.09K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 14.25K | SH | $8.23M 1.36% | 14.25K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 41.37K | SH | $7.98M 1.32% | 41.37K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 70.31K | SH | $7.83M 1.29% | 70.31K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 35.91K | SH | $7.81M 1.29% | 35.91K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 232.03K | SH | $7.78M 1.29% | 232.03K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 62.79K | SH | $7.55M 1.25% | 62.79K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 22.01K | SH | $7.44M 1.23% | 22.01K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 73.63K | SH | $7.31M 1.21% | 73.63K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.75K | SH | $7.29M 1.21% | 12.75K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 63.58K | SH | $7.21M 1.19% | 63.58K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 69K | SH | $6.66M 1.10% | 69K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 41.35K | SH | $6.42M 1.06% | 41.35K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 10.37K | SH | $6.27M 1.04% | 10.37K | 0.00 | 0.00 |