 APPLE INCAAPL |
| 8.28% | 7.85% | $10.2M | 35,312 | $9.0M | 35,312 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 7.14% | 6.74% | $8.8M | 44,053 | $7.7M | 44,133 | -80-0.18% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 5.14% | 2.84% | $6.3M | 8,307 | $3.2M | 8,310 | -3-0.04% | Reduce |
 AMAZON COM INCAMZN |
| 4.1% | 3.87% | $5.1M | 21,247 | $4.4M | 21,197 | +50+0.24% | Add |
 ARM HOLDINGS PLCARM |
| 3.97% | 1.83% | $4.9M | 13,815 | $2.1M | 13,815 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 3.74% | 3.25% | $4.6M | 12,906 | $3.7M | 12,906 | 00.00% | Unchanged |
 GOLDMAN SACHS GROUP INCGS |
| 3.6% | 3.26% | $4.4M | 4,391 | $3.7M | 4,401 | -10-0.23% | Reduce |
 ONEOK INC NEWOKE |
| 3.11% | 3.49% | $3.8M | 44,082 | $4.0M | 44,082 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 3.02% | 3.57% | $3.7M | 9,977 | $4.1M | 11,002 | -1,025-9.32% | Reduce |
| EENERGY TRANSFER L PET |
| 2.77% | 3.03% | $3.4M | 179,022 | $3.5M | 179,022 | 00.00% | Unchanged |
 ENTERPRISE PRODS PARTNERS LEPD |
| 2.76% | 3.07% | $3.4M | 92,755 | $3.5M | 92,755 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 2.05% | 1.79% | $2.5M | 7,143 | $2.0M | 7,144 | -1-0.01% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.96% | 2.03% | $2.4M | 4,845 | $2.3M | 4,845 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 1.92% | 3.71% | $2.4M | 33,098 | $4.2M | 44,068 | -10,970-24.89% | Reduce |
 EQUINIX INCEQIX |
| 1.79% | — | $2.2M | 2,121 | $0 | 0 | +2,121 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.72% | 0.88% | $2.1M | 2,939 | $1.0M | 2,939 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.65% | 1.9% | $2.0M | 2,174 | $2.2M | 2,174 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 1.64% | 1.72% | $2.0M | 3,934 | $2.0M | 3,934 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.56% | 2.49% | $1.9M | 3,426 | $2.8M | 4,961 | -1,535-30.94% | Reduce |
 BROADCOM INCAVGO |
| 1.45% | 1.29% | $1.8M | 4,744 | $1.5M | 4,744 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 1.45% | 1.59% | $1.8M | 9,432 | $1.8M | 9,431 | +1+0.01% | Add |
 ENBRIDGE INCENB |
| 1.39% | 1.5% | $1.7M | 31,540 | $1.7M | 31,540 | 00.00% | Unchanged |
| BBETA TECHNOLOGIES INCBETA |
| 1.38% | 0.18% | $1.7M | 101,752 | $203,441 | 13,840 | +87,912+635.20% | Add |
 INTEL CORPINTC |
| 1.34% | 0.46% | $1.6M | 11,809 | $521,120 | 11,809 | 00.00% | Unchanged |
 PLAINS ALL AMERN PIPELINE LPAA |
| 1.19% | 1.29% | $1.5M | 66,118 | $1.5M | 66,118 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.15% | 1.08% | $1.4M | 5,648 | $1.2M | 5,692 | -44-0.77% | Reduce |
 TESLA INCTSLA |
| 1.04% | 1.27% | $1.3M | 3,046 | $1.5M | 3,906 | -860-22.02% | Reduce |
 GE VERNOVA INCGEV |
| 0.98% | 0.79% | $1.2M | 1,028 | $897,341 | 1,028 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.92% | 1.97% | $1.1M | 9,744 | $2.2M | 15,379 | -5,635-36.64% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.85% | 1.09% | $1.0M | 24,707 | $1.2M | 24,707 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.84% | 1% | $1.0M | 9,184 | $1.1M | 9,184 | 00.00% | Unchanged |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.8% | 0.79% | $987,423 | 11,396 | $896,372 | 11,396 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.79% | 1.25% | $977,221 | 1,949 | $1.4M | 2,906 | -957-32.93% | Reduce |
 CISCO SYS INCCSCO |
| 0.78% | 0.56% | $960,597 | 8,178 | $634,477 | 8,177 | +1+0.01% | Add |
| SSPDR GOLD TRGLD |
| 0.77% | 0.98% | $955,209 | 2,593 | $1.1M | 2,593 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.75% | 0.78% | $926,138 | 2,626 | $885,043 | 2,691 | -65-2.42% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 0.75% | 0.73% | $925,725 | 15,062 | $836,255 | 15,062 | 00.00% | Unchanged |
| CCHENIERE ENERGY PARTNERS LP COM UNITCQP |
| 0.74% | 0.85% | $919,248 | 15,082 | $974,750 | 15,082 | 00.00% | Unchanged |
 HESS MIDSTREAM LP CL A SHSHESM |
| 0.74% | 0.83% | $913,755 | 24,302 | $944,619 | 24,302 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.7% | 0.93% | $857,918 | 6,275 | $1.1M | 6,275 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.69% | 0.56% | $848,367 | 2,270 | $644,158 | 2,270 | 00.00% | Unchanged |
 PHILLIPS 66PSX |
| 0.64% | 0.75% | $791,830 | 4,684 | $853,331 | 4,684 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.62% | 0.6% | $762,679 | 2,330 | $685,393 | 2,330 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 0.59% | 0.22% | $726,138 | 1,250 | $254,288 | 1,250 | 00.00% | Unchanged |
| RRIO TINTO PLCBBP |
| 0.53% | 0.57% | $659,384 | 6,946 | $647,992 | 6,946 | 00.00% | Unchanged |
| RRBB FD INCTMFC |
| 0.5% | 0.45% | $617,296 | 8,105 | $512,465 | 7,768 | +337+4.34% | Add |
 Tc Energy Corp COMMONTRP |
| 0.49% | 0.5% | $605,957 | 9,141 | $572,227 | 9,141 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.48% | 0.65% | $591,550 | 3,569 | $738,248 | 3,568 | +1+0.03% | Add |
| HHF SINCLAIR CORPDINO |
| 0.44% | 0.43% | $548,703 | 7,878 | $491,508 | 7,878 | 00.00% | Unchanged |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.43% | — | $530,349 | 3,104 | $0 | 0 | +3,104 | New Buy |
