| Bloom Energy Corp COM CL A(BE) | Stock | 093712107 | $5.4M | 17,900 | 7.0% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $4.3M | 12,000 | 5.5% |
| Quanta Svcs Inc COM(PWR) | Stock | 74762E102 | $4.0M | 5,600 | 5.2% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $3.9M | 19,400 | 5.0% |
| Palo Alto Networks Inc COM(PANW) | Stock | 697435105 | $3.4M | 10,000 | 4.4% |
| Applied Matls Inc COM(AMAT) | Stock | 038222105 | $3.2M | 4,375 | 4.1% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $3.1M | 2,600 | 4.0% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $2.8M | 8,500 | 3.6% |
| GE Vernova Inc COM(GEV) | Stock | 36828A101 | $2.7M | 2,300 | 3.5% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $2.6M | 11,000 | 3.4% |
| Asml Hldg NV N Y Registry SHS(ASML) | ADR | N07059210 | $2.5M | 1,275 | 3.3% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $2.5M | 22,200 | 3.2% |
| Curtiss Wright Corp COM(CW) | Stock | 231561101 | $2.3M | 3,000 | 2.9% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $2.1M | 5,500 | 2.6% |
| International Business Machs COM(IBM) | Stock | 459200101 | $2.0M | 7,000 | 2.5% |
| BlackRock Inc COM(BLK) | Stock | 09290D101 | $1.8M | 1,900 | 2.4% |
| Vaneck Gold Miners ETF(GDX) | ETF | 92189F106 | $1.8M | 24,000 | 2.3% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $1.7M | 5,900 | 2.2% |
| Tesla Inc COM(TSLA) | Stock | 88160R101 | $1.7M | 4,000 | 2.2% |
| Invesco S&P 500 Equal Weight ETF(RSP) | ETF | 46137V357 | $1.6M | 7,500 | 2.1% |
| Mckesson Corp COM(MCK) | Stock | 58155Q103 | $1.5M | 2,050 | 2.0% |
| Constellation Energy Corp COM(CEG) | Stock | 21037T109 | $1.4M | 5,500 | 1.8% |
| Linde PLC SHS(LIN) | Stock | G54950103 | $1.3M | 2,500 | 1.7% |
| Ross Stores Inc COM(ROST) | Stock | 778296103 | $1.3M | 6,000 | 1.6% |
| Exxonmobil Holdings Corp COM SHS(XOM) | Stock | 30233Q108 | $1.2M | 8,852 | 1.6% |
| Palantir Technologies Inc CL A(PLTR) | Stock | 69608A108 | $1.2M | 10,000 | 1.5% |
| Freeport Mcmoran Inc CL B(FCX) | Stock | 35671D857 | $1.1M | 17,000 | 1.4% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $1.1M | 2,100 | 1.4% |
| Celestica Inc COM(CLS) | Stock | 15101Q207 | $1.0M | 2,800 | 1.3% |
| MP Materials Corp COM CL A(MP) | Stock | 553368101 | $1.0M | 18,000 | 1.3% |
| Micron Technology Inc COM(MU) | Stock | 595112103 | $981.1K | 850 | 1.3% |
| Nextera Energy Inc COM(NEE) | Stock | 65339F101 | $965.5K | 11,000 | 1.2% |
| State Street Spdr S&P Biotech ETF(XBI) | ETF | 78464A870 | $949.5K | 6,000 | 1.2% |
| CVS Health Corp COM(CVS) | Stock | 126650100 | $931.1K | 9,000 | 1.2% |
| Marvell Technology Inc COM(MRVL) | Stock | 573874104 | $893.7K | 3,000 | 1.1% |
| Cheniere Energy Inc COM New(LNG) | Stock | 16411R208 | $836.5K | 3,500 | 1.1% |
| SLB Limited COM STK(SLB) | Stock | 806857108 | $790.3K | 17,000 | 1.0% |
| Ishares Biotechnology ETF(IBB) | ETF | 464287556 | $760.8K | 4,000 | 1.0% |
| State Street Spdr S&P Metals & Mining ETF(XME) | ETF | 78464A755 | $748.5K | 7,000 | 1.0% |
| Apollo Global Mgmt Inc COM(APO) | Stock | 03769M106 | $709.9K | 6,000 | 0.9% |
| Blackstone Inc COM(BX) | Stock | 09260D107 | $706.0K | 6,000 | 0.9% |
| Global X Uranium ETF(URA) | ETF | 37954Y871 | $546.3K | 12,500 | 0.7% |
| Broadcom Inc COM(AVGO) | Stock | 11135F101 | $377.8K | 1,000 | 0.5% |
| Bank of Amer Corp COM(BAC) | Stock | 060505104 | $114.0K | 2,000 | 0.1% |