| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $3.2M | 20,000 | 5.2% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $2.7M | 5,500 | 4.5% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $2.6M | 3,500 | 4.2% |
| JPMorgan Chase & Co. COM(JPM) | Stock | 46625H100 | $2.5M | 8,500 | 4.0% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $2.4M | 11,000 | 3.9% |
| Linde PLC SHS(LIN) | Stock | G54950103 | $2.3M | 5,000 | 3.8% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $2.2M | 22,200 | 3.5% |
| Quanta Svcs Inc COM(PWR) | Stock | 74762E102 | $2.1M | 5,600 | 3.5% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $2.1M | 12,000 | 3.5% |
| International Business Machs COM(IBM) | Stock | 459200101 | $2.1M | 7,000 | 3.4% |
| Palo Alto Networks Inc COM(PANW) | Stock | 697435105 | $2.0M | 10,000 | 3.3% |
| BlackRock Inc COM(BLK) | Stock | 09290D101 | $2.0M | 1,900 | 3.3% |
| Constellation Energy Corp COM(CEG) | Stock | 21037T109 | $1.8M | 5,500 | 2.9% |
| Apollo Global Mgmt Inc COM(APO) | Stock | 03769M106 | $1.7M | 12,000 | 2.8% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $1.6M | 7,900 | 2.6% |
| Cheniere Energy Inc COM New(LNG) | Stock | 16411R208 | $1.6M | 6,500 | 2.6% |
| Mckesson Corp COM(MCK) | Stock | 58155Q103 | $1.5M | 2,050 | 2.5% |
| Curtiss Wright Corp COM(CW) | Stock | 231561101 | $1.5M | 3,000 | 2.4% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $1.5M | 3,000 | 2.4% |
| Palantir Technologies Inc CL A(PLTR) | Stock | 69608A108 | $1.4M | 10,000 | 2.2% |
| Invesco S&P 500 Equal Weight ETF(RSP) | ETF | 46137V357 | $1.4M | 7,500 | 2.2% |
| QXO Inc COM New(QXO) | Stock | 82846H405 | $1.3M | 59,000 | 2.1% |
| Tesla Inc COM(TSLA) | Stock | 88160R101 | $1.3M | 4,000 | 2.1% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $1.2M | 1,600 | 2.0% |
| Ishares Bitcoin Trust ETF(IBIT) | ETF | 46438F101 | $1.2M | 20,000 | 2.0% |
| GE Vernova Inc COM(GEV) | Stock | 36828A101 | $1.2M | 2,300 | 2.0% |
| Health Care Select Sector Spdr Fund(XLV) | ETF | 81369Y209 | $1.2M | 9,000 | 2.0% |
| Blackstone Inc COM(BX) | Stock | 09260D107 | $1.2M | 8,000 | 2.0% |
| Intuitive Surgical Inc COM New(ISRG) | Stock | 46120E602 | $1.2M | 2,200 | 2.0% |
| Asml Holding N V N Y Registry SHS(ASML) | ADR | N07059210 | $1.0M | 1,275 | 1.7% |
| Roper Technologies Inc COM(ROP) | Stock | 776696106 | $963.6K | 1,700 | 1.6% |
| Vaneck Gold Miners ETF(GDX) | ETF | 92189F106 | $885.0K | 17,000 | 1.4% |
| Salesforce Inc COM(CRM) | Stock | 79466L302 | $859.0K | 3,150 | 1.4% |
| Accenture PLC Ireland SHS Class A(ACN) | Stock | G1151C101 | $821.9K | 2,750 | 1.3% |
| Applied Matls Inc COM(AMAT) | Stock | 038222105 | $800.9K | 4,375 | 1.3% |
| Nextera Energy Inc COM(NEE) | Stock | 65339F101 | $763.6K | 11,000 | 1.2% |
| Unitedhealth Group Inc COM(UNH) | Stock | 91324P102 | $561.5K | 1,800 | 0.9% |
| Paypal Hldgs Inc COM(PYPL) | Stock | 70450Y103 | $557.4K | 7,500 | 0.9% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $527.1K | 1,300 | 0.9% |
| Range RES Corp COM(RRC) | Stock | 75281A109 | $488.0K | 12,000 | 0.8% |
| Take-Two Interactive Software COM(TTWO) | Stock | 874054109 | $437.1K | 1,800 | 0.7% |
| Electronic Arts Inc COM(EA) | Stock | 285512109 | $415.2K | 2,600 | 0.7% |
| Exxon Mobil Corp COM(XOM) | Stock | 30231G102 | $307.4K | 2,852 | 0.5% |