 ADVANCED MICRO DEVICES INCAMD |
| 8.27% | 5.07% | $45.2M | 77,780 | $22.4M | 110,045 | -32,265-29.32% | Reduce |
 APPLE INCAAPL |
| 6.57% | 7.26% | $35.9M | 124,085 | $32.0M | 126,232 | -2,147-1.70% | Reduce |
 ALPHABET INCGOOGL |
| 6.46% | 6.22% | $35.3M | 98,794 | $27.4M | 95,384 | +3,410+3.58% | Add |
 ELI LILLY & COLLY |
| 5.84% | 5.53% | $31.9M | 26,613 | $24.4M | 26,518 | +95+0.36% | Add |
| EENTREPRENEURSHARES SERIES TRXOVR |
| 4.72% | — | $25.8M | 1.2M | $0 | 0 | +1.2M | New Buy |
 AMAZON COM INCAMZN |
| 3.89% | 3.56% | $21.3M | 89,170 | $15.7M | 75,480 | +13,690+18.14% | Add |
 BROOKFIELD CORPBN |
| 3.48% | 4.07% | $19.0M | 447,100 | $18.0M | 444,000 | +3,100+0.70% | Add |
 MICROSOFT CORPMSFT |
| 3.42% | 4.4% | $18.7M | 50,081 | $19.4M | 52,424 | -2,343-4.47% | Reduce |
 MCKESSON CORP COMMCK |
| 2.96% | 4.63% | $16.2M | 21,410 | $20.4M | 23,630 | -2,220-9.39% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 2.66% | 2.76% | $14.6M | 14,400 | $12.2M | 14,400 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.12% | 2.78% | $11.6M | 12,367 | $12.3M | 12,317 | +50+0.41% | Add |
 STANLEY BLACK & DECKER INCSWK |
| 2.1% | 1.96% | $11.5M | 121,870 | $8.7M | 121,995 | -125-0.10% | Reduce |
 BROADCOM INCAVGO |
| 2.09% | 2.2% | $11.4M | 30,231 | $9.7M | 31,431 | -1,200-3.82% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.97% | 2.68% | $10.8M | 53,835 | $11.8M | 67,865 | -14,030-20.67% | Reduce |
| IISHARES INCIEMG |
| 1.93% | 1.99% | $10.5M | 127,150 | $8.8M | 125,950 | +1,200+0.95% | Add |
 AUTODESK INCADSK |
| 1.76% | 3.42% | $9.6M | 49,436 | $15.1M | 62,976 | -13,540-21.50% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 1.73% | 1.82% | $9.5M | 19,250 | $8.0M | 19,250 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.62% | 2.04% | $8.9M | 15,750 | $9.0M | 15,750 | 00.00% | Unchanged |
 WEYERHAEUSER COWY |
| 1.59% | 1.99% | $8.7M | 363,000 | $8.8M | 359,000 | +4,000+1.11% | Add |
| TTERADYNE INCTER |
| 1.48% | 0.52% | $8.1M | 16,675 | $2.3M | 7,705 | +8,970+116.42% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.46% | 1.78% | $8.0M | 86,500 | $7.8M | 84,875 | +1,625+1.91% | Add |
 VISA INCV |
| 1.43% | 2.22% | $7.8M | 22,738 | $9.8M | 32,438 | -9,700-29.90% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.4% | 0.88% | $7.6M | 10,000 | $3.9M | 10,000 | 00.00% | Unchanged |
| AASTERA LABS INCALAB |
| 1.31% | — | $7.1M | 14,800 | $0 | 0 | +14,800 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 1.26% | 1.54% | $6.9M | 13,397 | $6.8M | 13,607 | -210-1.54% | Reduce |
 IREN LTDIREN |
| 1.23% | 0.64% | $6.7M | 147,500 | $2.8M | 81,800 | +65,700+80.32% | Add |
 ABBVIE INCABBV |
| 1.2% | 1.3% | $6.6M | 26,039 | $5.7M | 26,339 | -300-1.14% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.14% | 0.85% | $6.2M | 5,378 | $3.8M | 11,158 | -5,780-51.80% | Reduce |
 SYNOPSYS INCSNPS |
| 1.09% | 1.2% | $6.0M | 13,400 | $5.3M | 13,400 | 00.00% | Unchanged |
 MERCADOLIBRE INC COMMELI |
| 1.09% | 1.37% | $5.9M | 3,500 | $6.1M | 3,500 | 00.00% | Unchanged |
 SNOWFLAKE INC COM SHSSNOW |
| 1.05% | 0.77% | $5.7M | 22,500 | $3.4M | 22,500 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 1.02% | 0.84% | $5.6M | 2,810 | $3.7M | 2,810 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.97% | 1.06% | $5.3M | 12,621 | $4.7M | 12,626 | -5-0.04% | Reduce |
| CCORE SCIENTIFIC INC NEWCORZ |
| 0.96% | 0.9% | $5.2M | 204,800 | $4.0M | 266,400 | -61,600-23.12% | Reduce |
| SSOLARIS ENERGY INFRAS INCSEI |
| 0.91% | 1.08% | $5.0M | 61,700 | $4.7M | 84,000 | -22,300-26.55% | Reduce |
| RRIOT PLATFORMS INCRIOT |
| 0.89% | 0.31% | $4.9M | 178,400 | $1.4M | 111,000 | +67,400+60.72% | Add |
| UUNITY SOFTWARE INCU |
| 0.88% | — | $4.8M | 169,000 | $0 | 0 | +169,000 | New Buy |
 INTUITINTU |
| 0.88% | 2.96% | $4.8M | 18,370 | $13.1M | 30,195 | -11,825-39.16% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.86% | 1.12% | $4.7M | 9,397 | $4.9M | 10,045 | -648-6.45% | Reduce |
 EQT CORPEQT |
| 0.84% | 2.1% | $4.6M | 86,500 | $9.3M | 145,900 | -59,400-40.71% | Reduce |
 AMPHENOL CORPAPH |
| 0.8% | — | $4.4M | 24,800 | $0 | 0 | +24,800 | New Buy |
 CONSTELLATION ENERGY CORPCEG |
| 0.68% | 0.95% | $3.7M | 15,000 | $4.2M | 15,000 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.62% | 0.66% | $3.4M | 6,726 | $2.9M | 6,066 | +660+10.88% | Add |
| IISHARES INCEWJ |
| 0.61% | 0.69% | $3.3M | 35,900 | $3.0M | 35,900 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.57% | 0.64% | $3.1M | 9,581 | $2.8M | 9,580 | +1+0.01% | Add |
 ROPER TECHNOLOGIES INCROP |
| 0.56% | 0.72% | $3.0M | 8,985 | $3.2M | 8,985 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 0.55% | 0.32% | $3.0M | 8,780 | $1.4M | 8,820 | -40-0.45% | Reduce |
| CCLEANSPARK INCCLSK |
| 0.55% | — | $3.0M | 205,700 | $0 | 0 | +205,700 | New Buy |
 DANAHER CORP DEL COMDHR |
| 0.51% | 0.78% | $2.8M | 14,503 | $3.4M | 18,119 | -3,616-19.96% | Reduce |
| QQUALCOMM INCQCOM |
| 0.5% | — | $2.8M | 14,934 | $0 | 0 | +14,934 | New Buy |
