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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 12/31/2022 09/30/2022 06/30/2022 03/31/2022 12/31/2021 09/30/2021 06/30/2021 03/31/2021 12/31/2020 09/30/2020 06/30/2020 12/31/2019 09/30/2019 03/31/2019 09/30/2018 06/30/2018 03/31/2018 12/31/2017 09/30/2017 06/30/2017 03/31/2017 12/31/2016 09/30/2016 06/30/2016 03/31/2016 12/31/2015 09/30/2015 06/30/2015 03/31/2015 12/31/2014 09/30/2014 06/30/2014 03/31/2014 12/31/2013 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 01/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/31/2001 09/30/2000 06/30/2000 03/31/2000 12/31/1999 09/30/1999 06/30/1999 03/31/1999
	Name Ticker Class Shares Change Value Change Date SCHLUMBERGER LIMITED/NV SLB Common 314,208 -294 16,797,560,000 16,786,269,000 12/31/2022 EQT Corp EQT COM 445,841 -451 15,082,801,000 15,064,615,000 12/31/2022 OCCIDENTAL PETROLEUM CORP /DE/ OXY Common 232,926 -237 14,672,009,000 14,657,681,000 12/31/2022 MCKESSON CORP MCK Common 38,249 40 14,347,965,000 14,334,979,000 12/31/2022 PROSHARES TR MSCI EAFE DIVD PSQ Common 904,875 904,875 13,319,760,000 13,319,760,000 12/31/2022 UNITEDHEALTH GROUP INC UNH Common 24,755 19 13,124,606,000 13,112,113,000 12/31/2022 RUSH ENTERPRISES INC \TX\ RUSHA Common 240,406 0 12,568,426,000 12,557,882,000 12/31/2022 BERKSHIRE HATHAWAY INC BRK/B Common 37,430 36 11,562,127,000 11,552,142,000 12/31/2022 DOW CHEMICAL CO /DE/ DOW COM 217,958 -199 10,982,904,000 10,973,320,000 12/31/2022 MASTEC INC MTZ Common 128,217 -124 10,940,757,000 10,932,607,000 12/31/2022 ALPS ETF Trust AMLP Common 284,317 260 10,823,948,000 10,813,563,000 12/31/2022 KIRBY CORP KEX Common 164,395 -154 10,578,818,000 10,568,818,000 12/31/2022 CVS HEALTH Corp CVS Common 110,123 122 10,262,362,000 10,251,871,000 12/31/2022 BRISTOL MYERS SQUIBB CO BMY Common 128,950 197 9,277,953,000 9,268,800,000 12/31/2022 Broadcom Ltd AVGO COM 16,080 -16 8,990,810,000 8,983,663,000 12/31/2022 MICROCHIP TECHNOLOGY INC MCHP Common 112,024 -112 7,869,686,000 7,862,842,000 12/31/2022 MICROSOFT CORP MSFT Common 31,264 -21 7,497,632,000 7,490,346,000 12/31/2022 Apple Inc. AAPL Common 55,266 -56 7,180,711,000 7,173,065,000 12/31/2022 NMI Holdings, Inc. NMIH Common 293,384 -196 6,131,726,000 6,125,746,000 12/31/2022 WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WAB Common 55,433 -33 5,532,768,000 5,528,256,000 12/31/2022 ROYAL GOLD INC RGLD COM STK 46,932 77 5,290,175,000 5,285,779,000 12/31/2022 FRANCO NEVADA Corp FNV COM 38,385 71 5,238,785,000 5,234,207,000 12/31/2022 CAMECO CORP CCJ Common 161,964 -159 3,671,724,000 3,667,426,000 12/31/2022 SPDR GOLD TRUST GLD GOLD SHS 18,432 -53 3,126,804,000 3,123,945,000 12/31/2022 ENTERPRISE PRODUCTS PARTNERS L.P. EPD Common 24,855 0 599,503,000 598,912,000 12/31/2022 RUSH ENTERPRISES INC \TX\ RUSHB Common 6,255 -252 351,969,000 351,657,000 12/31/2022 EXXON MOBIL CORP XOM Common 1,952 -5,753 215,306,000 214,781,000 12/31/2022 TENNECO INC TEN Common 0 -475,114 0 -8,262,000 12/31/2022 Direxion Shares ETF Trust YANG Common 0 -652,921 0 -11,674,000 12/31/2022

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