Q1 2025 Holdings
Filed 2025-05-08 | 874 holdings | $2.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $98.5M | 443,612 | 5.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $79.3M | 211,267 | 4.0% |
| Texas Pacific Land Corporati(TPL) | COM | 88262P102 | $78.3M | 59,108 | 4.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $67.5M | 622,516 | 3.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $42.5M | 223,358 | 2.2% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $31.3M | 127,580 | 1.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $24.8M | 70,643 | 1.3% |
| Procter and Gamble Co(PG) | COM | 742718109 | $24.2M | 142,251 | 1.2% |
| Walmart Inc(WMT) | COM | 931142103 | $23.4M | 266,830 | 1.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $23.2M | 195,254 | 1.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $23.2M | 150,030 | 1.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $22.4M | 133,532 | 1.1% |
| Grayscale Bitcoin Trust ETF(GBTC) | SHS REP COM UT | 389637109 | $21.4M | 328,095 | 1.1% |
| International Business Machs(IBM) | COM | 459200101 | $20.3M | 81,776 | 1.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $20.3M | 122,159 | 1.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $19.9M | 34,483 | 1.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $18.8M | 154,502 | 1.0% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $18.2M | 22,036 | 0.9% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $17.6M | 32,995 | 0.9% |
| Chevron Corp New(CVX) | COM | 166764100 | $17.0M | 101,656 | 0.9% |
| RTX Corporation(RTX) | COM | 75513E101 | $15.6M | 117,680 | 0.8% |
| Pepsico Inc(PEP) | COM | 713448108 | $15.5M | 103,588 | 0.8% |
| Home Depot Inc(HD) | COM | 437076102 | $15.4M | 41,947 | 0.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $15.2M | 27,222 | 0.8% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $14.4M | 422,673 | 0.7% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $14.0M | 60,280 | 0.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $13.9M | 66,548 | 0.7% |
| Williams COS Inc(WMB) | COM | 969457100 | $13.0M | 218,261 | 0.7% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $12.9M | 181,875 | 0.7% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $12.5M | 45,885 | 0.6% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $12.2M | 26,034 | 0.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $11.9M | 12,588 | 0.6% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $11.8M | 131,467 | 0.6% |
| Landbridge Company LLC(LB) | CL A | 514952100 | $11.7M | 162,926 | 0.6% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $11.5M | 39,737 | 0.6% |
| United Rentals Inc(URI) | COM | 911363109 | $11.2M | 17,924 | 0.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $10.7M | 68,522 | 0.5% |
| Salesforce Inc(CRM) | COM | 79466L302 | $10.4M | 38,838 | 0.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $10.1M | 38,815 | 0.5% |
| Emerson Elec Co(EMR) | COM | 291011104 | $10.0M | 91,508 | 0.5% |
| Pfizer Inc(PFE) | COM | 717081103 | $10.0M | 393,754 | 0.5% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $9.6M | 114,018 | 0.5% |
| BlackRock Inc(BLK) | COM | 09290D101 | $9.1M | 9,570 | 0.5% |
| Oneok Inc New(OKE) | COM | 682680103 | $9.0M | 90,342 | 0.5% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $8.9M | 19,897 | 0.5% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $8.7M | 27,784 | 0.4% |
| Energy Transfer L P(ET) | COM UT LTD PTN | 29273V100 | $8.6M | 464,340 | 0.4% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $8.3M | 183,202 | 0.4% |
| Sofi Technologies Inc(SOFI) | COM | 83406F102 | $8.2M | 708,679 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $7.7M | 13,726 | 0.4% |