Q2 2025 Holdings
Filed 2025-08-14 | 10 holdings | $5.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $1.5M | 7,500 | 29.0% |
| Knight-Swift Transn Hldgs in(KNX) | CL A | 499049104 | $995.2K | 22,500 | 18.7% |
| Oneok Inc New(OKE) | COM | 682680103 | $571.5K | 7,001 | 10.8% |
| Phillips 66(PSX) | COM | 718546104 | $477.2K | 4,000 | 9.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $472.5K | 3,300 | 8.9% |
| Canadian Pacific Kansas City(CP) | COM | 13646K108 | $365.8K | 4,614 | 6.9% |
| Arcbest Corp(ARCB) | COM | 03937C105 | $231.0K | 3,000 | 4.3% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $227.1K | 2,250 | 4.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $219.4K | 1,000 | 4.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $215.6K | 2,000 | 4.1% |