Tulsa, OKCIK 17670494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
310 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alliance Resource Partners L | 2.10M | $48.90M | 8.4% | −12.5K | Reduced |
| 2 | Alphabet Inc | 92.1K | $28.89M | 4.9% | −358 | Reduced |
| 3 | Apple Inc | 81.3K | $22.11M | 3.8% | −828 | Reduced |
| 4 | Microsoft Corp |
| 40.7K |
| $19.68M |
| 3.4% |
| −254 |
| Reduced |
| 5 | Ishares Tr | 22.9K | $15.66M | 2.7% | +372 | Added |
| 6 | Williams Cos Inc | 185.7K | $11.16M | 1.9% | +432 | Added |
| 7 | Amazon Com Inc | 46.0K | $10.61M | 1.8% | −235 | Reduced |
| 8 | Apollo Global Mgmt Inc | 69.8K | $10.10M | 1.7% | +55 | Added |
| 9 | Ishares Tr | 105.3K | $9.42M | 1.6% | +178 | Added |
| 10 | Meta Platforms Inc | 14.2K | $9.35M | 1.6% | −6 | Reduced |
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