| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $35.6M | 178,060 | 4.8% |
| Palo Alto Networks Inc COM(PANW) | Stock | 697435105 | $27.1M | 79,541 | 3.7% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $27.0M | 93,405 | 3.7% |
| Dell Technologies Inc CL C(DELL) | Stock | 24703L202 | $19.4M | 45,051 | 2.6% |
| Hartford Multifactor Developed Markets (Ex-US) ETF(RODM) | ETF | 518416102 | $18.5M | 457,926 | 2.5% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $16.6M | 69,596 | 2.2% |
| Vaneck Junior Gold Miners ETF(GDXJ) | ETF | 92189F791 | $16.5M | 168,267 | 2.2% |
| Argan Inc COM(AGX) | Stock | 04010E109 | $15.8M | 19,760 | 2.1% |
| Broadcom Inc COM(AVGO) | Stock | 11135F101 | $15.6M | 41,396 | 2.1% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $15.5M | 41,471 | 2.1% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $14.9M | 41,701 | 2.0% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $14.7M | 44,770 | 2.0% |
| Howmet Aerospace Inc COM(HWM) | Stock | 443201108 | $14.6M | 54,288 | 2.0% |
| Archer Daniels Midland Co COM(ADM) | Stock | 039483102 | $14.5M | 190,240 | 2.0% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $14.4M | 41,960 | 1.9% |
| Bank of Amer Corp COM(BAC) | Stock | 060505104 | $12.8M | 225,144 | 1.7% |
| Cloudflare Inc CL A COM(NET) | Stock | 18915M107 | $11.7M | 47,689 | 1.6% |
| Wisdomtree Japan Hedged Equity Fund(DXJ) | ETF | 97717W851 | $11.6M | 66,925 | 1.6% |
| Eaton Corp PLC SHS(ETN) | Stock | G29183103 | $11.6M | 27,182 | 1.6% |
| BHP Billiton Limited Sponsored ADS(BHP) | ADR | 088606108 | $10.8M | 129,143 | 1.5% |
| Embraer S.A. Sponsored ADS(EMBJ) | ADR | 29082A107 | $10.2M | 160,442 | 1.4% |
| American Express Co COM(AXP) | Stock | 025816109 | $10.2M | 30,143 | 1.4% |
| Ecolab Inc COM(ECL) | Stock | 278865100 | $10.1M | 36,322 | 1.4% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $9.7M | 27,582 | 1.3% |
| State Street Spdr S&P Midcap 400 ETF Trust(MDY) | ETF | 78467Y107 | $9.6M | 13,581 | 1.3% |
| Freeport Mcmoran Inc CL B(FCX) | Stock | 35671D857 | $9.5M | 151,387 | 1.3% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $8.6M | 7,175 | 1.2% |
| Chubb Limited COM(CB) | Stock | H1467J104 | $8.4M | 24,764 | 1.1% |
| Corteva Inc COM(CTVA) | Stock | 22052L104 | $8.4M | 99,244 | 1.1% |
| Chevron Corporation COM(CVX) | Stock | 166764100 | $8.3M | 50,237 | 1.1% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $8.3M | 116,694 | 1.1% |
| Stryker Corporation COM(SYK) | Stock | 863667101 | $7.9M | 25,210 | 1.1% |
| Suncor Energy Inc New COM(SU) | Stock | 867224107 | $7.9M | 147,479 | 1.1% |
| Snowflake Inc COM SHS(SNOW) | Stock | 833445109 | $7.9M | 30,873 | 1.1% |
| American Elec PWR Co Inc COM(AEP) | Stock | 025537101 | $7.4M | 54,114 | 1.0% |
| Vanguard Mid-Cap ETF(VO) | ETF | 922908629 | $7.1M | 87,718 | 1.0% |
| First Trust RBA American Industrial Renaissance ETF(AIRR) | ETF | 33738R704 | $6.8M | 51,131 | 0.9% |
| Ishares Biotechnology ETF(IBB) | ETF | 464287556 | $6.7M | 35,304 | 0.9% |
| Ishares Msci India ETF(INDA) | ETF | 46429B598 | $6.6M | 133,409 | 0.9% |
| CME Group Inc COM(CME) | Stock | 12572Q105 | $6.6M | 29,677 | 0.9% |
| Constellation Energy Corp COM(CEG) | Stock | 21037T109 | $6.4M | 25,823 | 0.9% |
| Solstice Advanced Matls Inc COM SHS(SOLS) | Stock | 83443Q103 | $6.3M | 71,085 | 0.9% |
| Newmont Corp COM(NEM) | Stock | 651639106 | $6.0M | 64,768 | 0.8% |
| Marathon Pete Corp COM(MPC) | Stock | 56585A102 | $5.8M | 22,774 | 0.8% |
| Aptiv PLC COM SHS(APTV) | Stock | G3265R107 | $5.7M | 93,029 | 0.8% |
| Ishares 1-3 Year Treasury Bond ETF(SHY) | ETF | 464287457 | $5.7M | 69,117 | 0.8% |
| Antero Resources Corp COM(AR) | Stock | 03674X106 | $5.5M | 157,456 | 0.7% |
| Corning Inc COM(GLW) | Stock | 219350105 | $5.3M | 20,804 | 0.7% |
| Versigent PLC Ordinary Shares(VGNT) | Stock | G9600F104 | $5.3M | 125,360 | 0.7% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $5.2M | 6,913 | 0.7% |