 VERTIV HOLDINGS COVRT |
| 8.6% | — | $19.9M | 59,404 | $0 | 0 | +59,404 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 8.28% | — | $19.1M | 40,081 | $0 | 0 | +40,081 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 8.14% | — | $18.8M | 94,114 | $0 | 0 | +94,114 | New Buy |
 AMAZON COM INCAMZN |
| 6.77% | — | $15.7M | 65,718 | $0 | 0 | +65,718 | New Buy |
 LAM RESEARCH CORPLRCX |
| 6.27% | — | $14.5M | 33,476 | $0 | 0 | +33,476 | New Buy |
 ALPHABET INCGOOGL |
| 5.13% | — | $11.9M | 33,184 | $0 | 0 | +33,184 | New Buy |
| SSANDISK CORP COMSNDK |
| 5.11% | — | $11.8M | 5,199 | $0 | 0 | +5,199 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 4.96% | — | $11.5M | 38,542 | $0 | 0 | +38,542 | New Buy |
 GE VERNOVA INCGEV |
| 4.06% | — | $9.4M | 8,002 | $0 | 0 | +8,002 | New Buy |
 META PLATFORMS INCMETA |
| 3.71% | — | $8.6M | 15,251 | $0 | 0 | +15,251 | New Buy |
 BROADCOM INCAVGO |
| 3.41% | — | $7.9M | 20,882 | $0 | 0 | +20,882 | New Buy |
 AXON ENTERPRISEAXON |
| 3.35% | — | $7.7M | 13,808 | $0 | 0 | +13,808 | New Buy |
 QUANTA SVCS INCPWR |
| 3.12% | — | $7.2M | 10,011 | $0 | 0 | +10,011 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 3.03% | — | $7.0M | 60,123 | $0 | 0 | +60,123 | New Buy |
 MICROSOFT CORPMSFT |
| 2.86% | — | $6.6M | 17,714 | $0 | 0 | +17,714 | New Buy |
 VISTRA CORPVST |
| 2.85% | — | $6.6M | 41,492 | $0 | 0 | +41,492 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 2.53% | — | $5.8M | 6,814 | $0 | 0 | +6,814 | New Buy |
 ORACLE CORPORCL |
| 2.49% | — | $5.8M | 39,312 | $0 | 0 | +39,312 | New Buy |
 MCKESSON CORP COMMCK |
| 2.46% | — | $5.7M | 7,516 | $0 | 0 | +7,516 | New Buy |
 AMERICAN EXPRESS COAXP |
| 2.24% | — | $5.2M | 15,305 | $0 | 0 | +15,305 | New Buy |
 ELI LILLY & COLLY |
| 2.11% | — | $4.9M | 4,070 | $0 | 0 | +4,070 | New Buy |
 AMPHENOL CORPAPH |
| 2.1% | — | $4.9M | 27,595 | $0 | 0 | +27,595 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 2.08% | — | $4.8M | 66,597 | $0 | 0 | +66,597 | New Buy |
 TESLA INCTSLA |
| 1.79% | — | $4.1M | 9,829 | $0 | 0 | +9,829 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 1.16% | — | $2.7M | 2,324 | $0 | 0 | +2,324 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.37% | — | $862,125 | 2,440 | $0 | 0 | +2,440 | New Buy |
 APPLE INCAAPL |
| 0.23% | — | $522,295 | 1,805 | $0 | 0 | +1,805 | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.17% | — | $400,312 | 800 | $0 | 0 | +800 | New Buy |
 CATERPILLAR INCCAT |
| 0.16% | — | $372,715 | 350 | $0 | 0 | +350 | New Buy |
 AUTOZONE INCAZO |
| 0.14% | — | $329,182 | 103 | $0 | 0 | +103 | New Buy |
| AANGEL OAK FUNDS TRUSTCARY |
| 0.13% | — | $293,476 | 14,123 | $0 | 0 | +14,123 | New Buy |
 JPMORGAN CHASE & COJPM |
| 0.11% | — | $244,188 | 746 | $0 | 0 | +746 | New Buy |
 MERCK & CO INCMRK |
| 0.08% | — | $191,208 | 1,488 | $0 | 0 | +1,488 | New Buy |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.01% | — | $21,349 | 260 | $0 | 0 | +260 | New Buy |
