 NVIDIA CORPORATIONNVDA |
| 17.25% | 16.52% | $61.2M | 305,846 | $49.2M | 281,880 | +23,966+8.50% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 6.32% | — | $22.4M | 34,995 | $0 | 0 | +34,995 | New Buy |
 MICROSOFT CORPMSFT |
| 4.7% | 5.64% | $16.7M | 44,696 | $16.8M | 45,340 | -644-1.42% | Reduce |
 APPLE INCAAPL |
| 3.42% | 3.41% | $12.1M | 41,955 | $10.2M | 40,000 | +1,955+4.89% | Add |
| OON HLDG AGONON |
| 2.8% | 3.2% | $9.9M | 280,142 | $9.5M | 280,142 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 2.17% | 0.72% | $7.7M | 6,656 | $2.2M | 6,368 | +288+4.52% | Add |
 BROADCOM INCAVGO |
| 2.03% | 1.88% | $7.2M | 19,088 | $5.6M | 18,036 | +1,052+5.83% | Add |
 AMAZON COM INCAMZN |
| 1.86% | 2.22% | $6.6M | 27,644 | $6.6M | 31,747 | -4,103-12.92% | Reduce |
 ALPHABET INCGOOGL |
| 1.78% | 1.59% | $6.3M | 17,627 | $4.7M | 16,425 | +1,202+7.32% | Add |
 META PLATFORMS INCMETA |
| 1.73% | 2% | $6.1M | 10,881 | $6.0M | 10,412 | +469+4.50% | Add |
| SSPDR GOLD TRGLD |
| 1.64% | 0.09% | $5.8M | 15,750 | $279,688 | 650 | +15,100+2,323.08% | Add |
 ELI LILLY & COLLY |
| 1.41% | 1.33% | $5.0M | 4,167 | $4.0M | 4,309 | -142-3.30% | Reduce |
 AXON ENTERPRISEAXON |
| 1.13% | 0.98% | $4.0M | 7,172 | $2.9M | 6,840 | +332+4.85% | Add |
 CAMECO CORPCCJ |
| 1.06% | 1.25% | $3.8M | 37,061 | $3.7M | 34,391 | +2,670+7.76% | Add |
 NEWMONT CORPNEM |
| 1.02% | 1.58% | $3.6M | 38,781 | $4.7M | 43,450 | -4,669-10.75% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.97% | 0.63% | $3.4M | 4,512 | $1.9M | 4,797 | -285-5.94% | Reduce |
| IINVESCO DB MULTI-SECTOR COMMDBA |
| 0.91% | — | $3.2M | 120,600 | $0 | 0 | +120,600 | New Buy |
 GE VERNOVA INCGEV |
| 0.9% | 0.73% | $3.2M | 2,726 | $2.2M | 2,487 | +239+9.61% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.77% | 0.33% | $2.7M | 4,716 | $994,569 | 4,889 | -173-3.54% | Reduce |
 AGNICO EAGLE MINES LTDAEM |
| 0.73% | 1.3% | $2.6M | 16,691 | $3.9M | 19,047 | -2,356-12.37% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.72% | 0.81% | $2.6M | 10,050 | $2.4M | 9,863 | +187+1.90% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.71% | 0.55% | $2.5M | 6,057 | $1.6M | 6,007 | +50+0.83% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.68% | 0.93% | $2.4M | 6,049 | $2.8M | 5,979 | +70+1.17% | Add |
 ABBVIE INCABBV |
| 0.62% | 0.63% | $2.2M | 8,698 | $1.9M | 8,659 | +39+0.45% | Add |
| AAlphabet Inc Class CGOOG |
| 0.61% | 0.52% | $2.2M | 6,114 | $1.5M | 5,360 | +754+14.07% | Add |
 TESLA INCTSLA |
| 0.61% | 0.57% | $2.2M | 5,129 | $1.7M | 4,525 | +604+13.35% | Add |
 EXXON MOBIL CORPXOM |
| 0.6% | 1.1% | $2.1M | 15,624 | $3.3M | 19,370 | -3,746-19.34% | Reduce |
 SERVICENOW INCNOW |
| 0.57% | 0.71% | $2.0M | 20,384 | $2.1M | 20,074 | +310+1.54% | Add |
 CISCO SYS INCCSCO |
| 0.54% | 0.46% | $1.9M | 16,427 | $1.4M | 17,600 | -1,173-6.66% | Reduce |
| BBARRICK MNG CORPGOLD |
| 0.54% | 0.84% | $1.9M | 52,337 | $2.5M | 60,949 | -8,612-14.13% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.52% | 0.52% | $1.8M | 5,594 | $1.5M | 5,214 | +380+7.29% | Add |
 ASTRAZENECA PLCAZN |
| 0.47% | 0.43% | $1.7M | 8,972 | $1.3M | 6,651 | +2,321+34.90% | Add |
| PPLANET LABS PBC CLASS APL |
| 0.46% | 0.3% | $1.6M | 49,060 | $879,027 | 31,450 | +17,610+55.99% | Add |
 SALESFORCE INCCRM |
| 0.46% | 0.79% | $1.6M | 10,308 | $2.3M | 12,567 | -2,259-17.98% | Reduce |
 MERCK & CO INCMRK |
| 0.44% | 0.53% | $1.6M | 12,190 | $1.6M | 13,138 | -948-7.22% | Reduce |
 VISA INCV |
| 0.44% | 0.42% | $1.6M | 4,529 | $1.3M | 4,158 | +371+8.92% | Add |
 WHEATON PRECIOUS METALS CORPWPM |
| 0.43% | 0.7% | $1.5M | 13,672 | $2.1M | 15,976 | -2,304-14.42% | Reduce |
 CLOUDFLARE INCNET |
| 0.42% | 0.64% | $1.5M | 6,101 | $1.9M | 9,231 | -3,130-33.91% | Reduce |
 DEXCOM INCDXCM |
| 0.41% | 0.46% | $1.5M | 21,717 | $1.4M | 21,717 | 00.00% | Unchanged |
 TJX COS INC NEWTJX |
| 0.39% | 0.48% | $1.4M | 9,247 | $1.4M | 9,010 | +237+2.63% | Add |
 AMER SPORTS INC COM SHSAS |
| 0.39% | 0.45% | $1.4M | 41,000 | $1.3M | 41,000 | 00.00% | Unchanged |
| IISHARES TRMCHI |
| 0.39% | 0.24% | $1.4M | 26,980 | $729,216 | 12,980 | +14,000+107.86% | Add |
| GGLOBAL X COPPER MINERS ETFCOPX |
| 0.38% | — | $1.4M | 17,650 | $0 | 0 | +17,650 | New Buy |
 WEST PHARMACEUTICAL SVSC INCWST |
| 0.38% | 0.34% | $1.3M | 3,727 | $1.0M | 4,020 | -293-7.29% | Reduce |
 WALMART INCWMT |
| 0.37% | 0.47% | $1.3M | 11,674 | $1.4M | 11,329 | +345+3.05% | Add |
 PALO ALTOPANW |
| 0.36% | 0.44% | $1.3M | 3,756 | $1.3M | 8,204 | -4,448-54.22% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.35% | 0.36% | $1.2M | 2,453 | $1.1M | 2,210 | +243+11.00% | Add |
| IISHARES INCEWZ |
| 0.35% | — | $1.2M | 35,500 | $0 | 0 | +35,500 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 0.33% | 0.37% | $1.2M | 2,290 | $1.1M | 2,179 | +111+5.09% | Add |
 INTEL CORPINTC |
| 0.33% | 0.12% | $1.2M | 8,365 | $347,744 | 7,880 | +485+6.15% | Add |
