| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $3.8M | 12,000 | 5.5% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $3.6M | 19,400 | 5.3% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $2.8M | 2,600 | 4.1% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $2.7M | 8,500 | 4.0% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $2.7M | 5,500 | 3.9% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $2.5M | 11,000 | 3.7% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $2.5M | 22,200 | 3.6% |
| Quanta Svcs Inc COM(PWR) | Stock | 74762E102 | $2.4M | 5,600 | 3.5% |
| Bloom Energy Corp COM CL A(BE) | Stock | 093712107 | $2.3M | 26,900 | 3.4% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $2.1M | 7,900 | 3.2% |
| Linde PLC SHS(LIN) | Stock | G54950103 | $2.1M | 5,000 | 3.1% |
| International Business Machs COM(IBM) | Stock | 459200101 | $2.1M | 7,000 | 3.0% |
| Vaneck Gold Miners ETF(GDX) | ETF | 92189F106 | $2.1M | 24,000 | 3.0% |
| BlackRock Inc COM(BLK) | Stock | 09290D101 | $2.0M | 1,900 | 3.0% |
| Constellation Energy Corp COM(CEG) | Stock | 21037T109 | $1.9M | 5,500 | 2.8% |
| Palo Alto Networks Inc COM(PANW) | Stock | 697435105 | $1.8M | 10,000 | 2.7% |
| Tesla Inc COM(TSLA) | Stock | 88160R101 | $1.8M | 4,000 | 2.6% |
| Palantir Technologies Inc CL A(PLTR) | Stock | 69608A108 | $1.8M | 10,000 | 2.6% |
| Apollo Global Mgmt Inc COM(APO) | Stock | 03769M106 | $1.7M | 12,000 | 2.5% |
| Intuitive Surgical Inc COM New(ISRG) | Stock | 46120E602 | $1.7M | 3,000 | 2.5% |
| Mckesson Corp COM(MCK) | Stock | 58155Q103 | $1.7M | 2,050 | 2.5% |
| Curtiss Wright Corp COM(CW) | Stock | 231561101 | $1.7M | 3,000 | 2.4% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $1.5M | 3,000 | 2.2% |
| GE Vernova Inc COM(GEV) | Stock | 36828A101 | $1.5M | 2,300 | 2.2% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $1.5M | 2,200 | 2.1% |
| Invesco S&P 500 Equal Weight ETF(RSP) | ETF | 46137V357 | $1.4M | 7,500 | 2.1% |
| Asml Hldg NV N Y Registry SHS(ASML) | ADR | N07059210 | $1.4M | 1,275 | 2.0% |
| Cheniere Energy Inc COM New(LNG) | Stock | 16411R208 | $1.3M | 6,500 | 1.9% |
| Blackstone Inc COM(BX) | Stock | 09260D107 | $1.2M | 8,000 | 1.8% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $1.2M | 2,100 | 1.8% |
| Applied Matls Inc COM(AMAT) | Stock | 038222105 | $1.1M | 4,375 | 1.6% |
| Ross Stores Inc COM(ROST) | Stock | 778296103 | $1.1M | 6,000 | 1.6% |
| Nextera Energy Inc COM(NEE) | Stock | 65339F101 | $883.1K | 11,000 | 1.3% |
| Bank America Corp COM(BAC) | Stock | 060505104 | $880.0K | 16,000 | 1.3% |
| State Street Spdr S&P Metals & Mining ETF(XME) | ETF | 78464A755 | $828.9K | 8,000 | 1.2% |
| Take-Two Interactive Software COM(TTWO) | Stock | 874054109 | $793.7K | 3,100 | 1.2% |
| State Street Spdr S&P Biotech ETF(XBI) | ETF | 78464A870 | $731.6K | 6,000 | 1.1% |
| Ishares Biotechnology ETF(IBB) | ETF | 464287556 | $675.1K | 4,000 | 1.0% |
| Exxon Mobil Corp COM(XOM) | Stock | 30231G102 | $343.2K | 2,852 | 0.5% |