| 1 | NVDA | NVIDIA Corporation | 6.48% |
| 2 | MSFT | Microsoft Corporation | 5.64% |
| 3 | AAPL | Apple Inc. | 5.08% |
| 4 | NRG | NRG Energy, Inc. | 3.30% |
| 5 | CF | CF Industries Holdings, Inc. | 3.28% |
| 6 | CBT | Cabot Corporation | 3.13% |
| 7 | XOM | Exxon Mobil Corporation | 3.03% |
| 8 | VST | Vistra Corp. | 2.68% |
| 9 | PM | Philip Morris International Inc. | 2.55% |
| 10 | VICI | VICI Properties Inc. | 2.48% |
| 11 | MO | Altria Group, Inc. | 2.28% |
| 12 | AVGO | Broadcom Inc. | 2.26% |
| 13 | EOG | EOG Resources, Inc. | 2.26% |
| 14 | SPG | Simon Property Group, Inc. | 2.23% |
| 15 | JNJ | Johnson & Johnson | 2.23% |
| 16 | PG | The Procter & Gamble Company | 2.13% |
| 17 | GILD | Gilead Sciences, Inc. | 1.86% |
| 18 | KMB | Kimberly-Clark Corporation | 1.81% |
| 19 | CL | Colgate-Palmolive Company | 1.76% |
| 20 | GOOGL | Alphabet Inc. | 1.73% |
| 21 | THC | Tenet Healthcare Corporation | 1.63% |
| 22 | RPRX | Royalty Pharma plc | 1.59% |
| 23 | TPL | Texas Pacific Land Corporation | 1.53% |
| 24 | DOCS | Doximity, Inc. | 1.49% |
| 25 | BRK.B | Berkshire Hathaway Inc. | 1.44% |
| View FCPI holdings |