 COUPANG INC CLASS ACPNG |
| 15.53% | 18.69% | $936,994 | 53,943 | $1.0M | 53,943 | 00.00% | Unchanged |
 HAMILTON INSURANCE GROUP LTDHG |
| 9.56% | 10.21% | $576,420 | 16,984 | $556,487 | 18,655 | -1,671-8.96% | Reduce |
| WWESTERN MIDSTREAM PAR LPWES |
| 7.31% | 9.14% | $441,156 | 10,081 | $498,056 | 12,098 | -2,017-16.67% | Reduce |
| MMPLX LPFFUT |
| 7.31% | 8.2% | $441,023 | 7,829 | $446,816 | 7,829 | 00.00% | Unchanged |
| SSPDR GOLD TRGLD |
| 7.11% | 9.19% | $428,867 | 1,164 | $500,942 | 1,164 | 00.00% | Unchanged |
| EENERGY TRANSFER L PET |
| 7.02% | — | $423,617 | 22,155 | $0 | 0 | +22,155 | New Buy |
 LOCKHEED MARTIN CORPLMT |
| 6.56% | 8.61% | $395,628 | 777 | $469,347 | 777 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 5.41% | 4.82% | $326,211 | 913 | $262,488 | 913 | 00.00% | Unchanged |
 ECOLAB INCECL |
| 5.39% | 5.69% | $325,375 | 1,162 | $310,047 | 1,162 | 00.00% | Unchanged |
 SHERWIN WILLIAMS COSHW |
| 4.89% | 5.04% | $294,778 | 856 | $274,428 | 856 | 00.00% | Unchanged |
 POOL CORPPOOL |
| 4.57% | — | $275,742 | 1,283 | $0 | 0 | +1,283 | New Buy |
 HUMANA INC COMHUM |
| 4.22% | — | $254,356 | 640 | $0 | 0 | +640 | New Buy |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 4.02% | 4.41% | $242,689 | 828 | $240,462 | 828 | 00.00% | Unchanged |
 DOLLAR TREE INCDLTR |
| 3.72% | 4.77% | $224,351 | 1,855 | $259,931 | 2,374 | -519-21.86% | Reduce |
 OLD REP INTL CORPORI |
| 3.72% | 4.01% | $224,250 | 5,480 | $218,660 | 5,480 | 00.00% | Unchanged |
| AAVANTOR INCAVTR |
| 3.66% | 3.21% | $220,938 | 22,317 | $174,965 | 22,317 | 00.00% | Unchanged |
