| Ecolab Inc (ecl)(ECL) | COM | 278865100 | $5.1M | 18,481 | 1.0% |
| Bhp Group Ltd.Spon Adr (bhp)(BHP) | COM | 088606108 | $5.3M | 63,294 | 1.1% |
| United Therapeutics Corp (uthr(UTHR) | COM | 91307C102 | $5.4M | 9,892 | 1.1% |
| Micron Technology Inc (mu)(MU) | COM | 595112103 | $6.0M | 5,185 | 1.2% |
| Gilead Sciences Inc (gild)(GILD) | COM | 375558103 | $6.1M | 48,484 | 1.2% |
| Sumitomo Mit Adr Rep 1/5Th Of(SMFG) | COM | 86562M209 | $6.2M | 262,517 | 1.3% |
| Mitsubishi UFJ ADR (mufg)(MUFG) | COM | 606822104 | $6.9M | 346,501 | 1.4% |
| TotalEnergies SE (tte)(TTE) | COM | F92124100 | $7.2M | 92,789 | 1.5% |
| Mizuho Financial Group, Inc. ((MFG) | COM | 60687Y109 | $7.8M | 817,384 | 1.6% |
| Shell PLC (shel)(SHEL) | COM | 780259305 | $8.5M | 110,138 | 1.7% |
| Merck & Co (mrk)(MRK) | COM | 58933Y105 | $9.3M | 72,655 | 1.9% |
| Asml Holding Nv (asml)(ASML) | COM | N07059210 | $9.5M | 4,752 | 1.9% |
| Ishares Silver Trust(slv)(SLV) | ETF | 46428Q109 | $10.7M | 199,997 | 2.2% |
| Icici Bank (ibn)(IBN) | COM | 45104G104 | $10.7M | 368,519 | 2.2% |
| Jpmorgan Chase & Co (jpm)(JPM) | COM | 46625H100 | $11.3M | 34,648 | 2.3% |
| Goldman Sachs Physical Gold (a(AAAU) | ETF | 38150K103 | $15.0M | 380,296 | 3.0% |
| Microsoft Corp (msft)(MSFT) | COM | 594918104 | $21.3M | 57,172 | 4.3% |
| Taiwan Semiconductor (tsm)(TSM) | COM | 874039100 | $26.6M | 55,694 | 5.4% |
| Apple Inc (aapl)(AAPL) | COM | 037833100 | $40.0M | 138,177 | 8.1% |
| Kodiak Gas Services, Inc. (kgs(KGS) | COM | 50012A108 | $45.8M | 609,394 | 9.3% |
| AppLovin Corp - Cl A (app)(APP) | COM | 03831W108 | $130.7M | 253,670 | 26.5% |