 GOLDMAN SACHS GROUP INCGS |
| 16.5% | 10.42% | $15.6M | 15,391 | $12.8M | 15,128 | +263+1.74% | Add |
 GENERAC HLDGS INCGNRC |
| 15% | 7.49% | $14.2M | 48,327 | $9.2M | 47,072 | +1,255+2.67% | Add |
 FORD MTR COF |
| 13.08% | 7.81% | $12.3M | 887,800 | $9.6M | 830,700 | +57,100+6.87% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 12.52% | 8.82% | $11.8M | 18,422 | $10.8M | 32,958 | -14,536-44.10% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 12.35% | 32.85% | $11.7M | 58,224 | $40.3M | 231,287 | -173,063-74.83% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 11.09% | 5.87% | $10.5M | 54,892 | $7.2M | 54,238 | +654+1.21% | Add |
 MORGAN STANLEYMS |
| 8.87% | 5.36% | $8.4M | 40,000 | $6.6M | 40,000 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 6.91% | 8.18% | $6.5M | 22,513 | $10.0M | 39,590 | -17,077-43.13% | Reduce |
 MICROSOFT CORPMSFT |
| 3.68% | 6.02% | $3.5M | 9,300 | $7.4M | 19,982 | -10,682-53.46% | Reduce |
