 MICROSOFT CORPMSFT |
| 5.83% | 4.22% | $24.1M | 46,606 | $2.3M | 4,680 | +41,926+895.85% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 5.12% | 2.33% | $21.2M | 42,145 | $1.3M | 2,639 | +39,506+1,497.01% | Add |
 ALPHABET INCGOOGL |
| 3.97% | 2.51% | $16.4M | 67,564 | $1.4M | 7,837 | +59,727+762.12% | Add |
 EXELIXIS INCEXEL |
| 2.84% | 1.67% | $11.7M | 284,022 | $921,212 | 20,901 | +263,121+1,258.89% | Add |
 NETFLIX INCNFLX |
| 2.65% | 1.63% | $11.0M | 9,149 | $899,895 | 672 | +8,477+1,261.46% | Add |
 UBS GROUP AGUBS |
| 2.56% | 1.22% | $10.6M | 258,115 | $672,342 | 19,880 | +238,235+1,198.37% | Add |
| FFLEX LTDFLEX |
| 2.36% | 1.22% | $9.7M | 168,120 | $671,624 | 13,454 | +154,666+1,149.59% | Add |
 GEN DIGITAL INCGEN |
| 2.3% | 1.43% | $9.5M | 334,770 | $787,038 | 26,770 | +308,000+1,150.54% | Add |
 META PLATFORMS INCMETA |
| 2.27% | 2.17% | $9.4M | 12,811 | $1.2M | 1,617 | +11,194+692.27% | Add |
| MMUELLER INDS INCMLI |
| 2.25% | 0.61% | $9.3M | 91,954 | $338,145 | 4,255 | +87,699+2,061.08% | Add |
 TECHNIPFMC PLC COMFTI |
| 2.02% | 2.36% | $8.4M | 212,295 | $1.3M | 37,795 | +174,500+461.70% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.02% | 1.57% | $8.3M | 58,898 | $865,924 | 7,063 | +51,835+733.89% | Add |
 LAM RESEARCH CORPLRCX |
| 1.93% | 1.52% | $8.0M | 59,555 | $839,265 | 8,622 | +50,933+590.73% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.92% | 1.46% | $8.0M | 49,214 | $803,012 | 5,659 | +43,555+769.66% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.8% | 0.66% | $7.5M | 15,364 | $364,914 | 900 | +14,464+1,607.11% | Add |
| EENERSYSENS |
| 1.76% | 0.5% | $7.3M | 64,420 | $276,265 | 3,221 | +61,199+1,900.00% | Add |
 EXXON MOBIL CORPXOM |
| 1.71% | 1.6% | $7.1M | 62,757 | $879,648 | 8,160 | +54,597+669.08% | Add |
 EQT CORPEQT |
| 1.69% | 1.01% | $7.0M | 128,280 | $556,431 | 9,541 | +118,739+1,244.51% | Add |
 AXIS CAP HLDGS LTDAXS |
| 1.64% | 1.95% | $6.8M | 70,825 | $1.1M | 10,355 | +60,470+583.97% | Add |
 MGIC INVT CORP WISMTG |
| 1.6% | 0.68% | $6.6M | 233,534 | $376,787 | 13,534 | +220,000+1,625.54% | Add |
 CAMECO CORPCCJ |
| 1.58% | 1.81% | $6.5M | 77,846 | $996,538 | 13,425 | +64,421+479.86% | Add |
| NNRG ENERGY INCNRG |
| 1.54% | 1.26% | $6.4M | 39,340 | $696,917 | 4,340 | +35,000+806.45% | Add |
 TENCENT MUSIC ENTMT GROUPTME |
| 1.54% | 2.65% | $6.4M | 272,234 | $1.5M | 74,834 | +197,400+263.78% | Add |
 SALESFORCE INCCRM |
| 1.54% | 0.52% | $6.4M | 26,802 | $284,416 | 1,043 | +25,759+2,469.70% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 1.52% | 1.35% | $6.3M | 56,737 | $746,931 | 6,737 | +50,000+742.17% | Add |
 ORACLE CORPORCL |
| 1.49% | 1.21% | $6.1M | 21,855 | $667,040 | 3,051 | +18,804+616.32% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.45% | 1.11% | $6.0M | 8,600 | $613,872 | 800 | +7,800+975.00% | Add |
 ABBVIE INCABBV |
| 1.42% | 0.79% | $5.9M | 25,409 | $436,393 | 2,351 | +23,058+980.77% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.41% | — | $5.8M | 16,900 | $0 | 0 | +16,900 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.39% | 0.43% | $5.8M | 20,450 | $235,824 | 800 | +19,650+2,456.25% | Add |
 NVENT ELECTRIC PLCNVT |
| 1.39% | 1.33% | $5.7M | 58,127 | $731,255 | 9,983 | +48,144+482.26% | Add |
 STEEL DYNAMICS INCSTLD |
| 1.36% | 0.68% | $5.6M | 40,423 | $373,661 | 2,919 | +37,504+1,284.82% | Add |
 CELESTICA INCCLS |
| 1.36% | 0.54% | $5.6M | 22,864 | $297,546 | 1,906 | +20,958+1,099.58% | Add |
 COMMVAULT SYS INCCVLT |
| 1.29% | 0.97% | $5.3M | 28,301 | $533,624 | 3,061 | +25,240+824.57% | Add |
 MEDTRONIC PLCMDT |
| 1.29% | 1.59% | $5.3M | 56,075 | $878,238 | 10,075 | +46,000+456.58% | Add |
 ENACT HLDGS INCACT |
| 1.24% | 0.63% | $5.1M | 134,299 | $345,458 | 9,299 | +125,000+1,344.23% | Add |
| AAT&T INCT |
| 1.24% | 1.14% | $5.1M | 181,938 | $629,734 | 21,760 | +160,178+736.11% | Add |
 NU HLDGS LTDNU |
| 1.18% | 2.5% | $4.9M | 304,156 | $1.4M | 100,384 | +203,772+202.99% | Add |
| RRELIANCE INCRS |
| 1.17% | 0.71% | $4.9M | 17,309 | $390,492 | 1,244 | +16,065+1,291.40% | Add |
 MCKESSON CORP COMMCK |
| 1.17% | — | $4.8M | 6,266 | $0 | 0 | +6,266 | New Buy |
| CCOVISTA INCCVSA |
| 1.16% | — | $4.8M | 31,000 | $0 | 0 | +31,000 | New Buy |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.16% | 1.02% | $4.8M | 71,329 | $561,426 | 7,195 | +64,134+891.37% | Add |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 1.14% | 1.32% | $4.7M | 47,643 | $726,338 | 6,822 | +40,821+598.37% | Add |
 ADT INC DELADT |
| 1.1% | — | $4.6M | 523,940 | $0 | 0 | +523,940 | New Buy |
| PPVH CORPORATIONPVH |
| 1.04% | — | $4.3M | 51,460 | $0 | 0 | +51,460 | New Buy |
| QQiagen NV |
| 1.02% | — | $4.2M | 94,400 | $0 | 0 | +94,400 | New Buy |
| AAmentum Holdings Inc. Ordinary SharesAMTM |
| 1.01% | 0.43% | $4.2M | 175,000 | $236,100 | 10,000 | +165,000+1,650.00% | Add |
 ALTRIA GROUP INCMO |
| 1% | 1.45% | $4.1M | 62,632 | $798,013 | 13,611 | +49,021+360.16% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.92% | 0.84% | $3.8M | 22,434 | $461,598 | 3,434 | +19,000+553.29% | Add |
 INTUITINTU |
| 0.89% | — | $3.7M | 5,400 | $0 | 0 | +5,400 | New Buy |
