 NVIDIA CORPORATIONNVDA |
| 4.23% | 3.97% | $15.4M | 76,955 | $11.3M | 64,933 | +12,022+18.51% | Add |
| IISHARES INCIEMG |
| 3.63% | — | $13.2M | 159,437 | $0 | 0 | +159,437 | New Buy |
 APPLE INCAAPL |
| 3.52% | 3.74% | $12.8M | 44,337 | $10.7M | 42,092 | +2,245+5.33% | Add |
 MICROSOFT CORPMSFT |
| 2.47% | 2.48% | $9.0M | 24,135 | $7.1M | 19,119 | +5,016+26.24% | Add |
 ALPHABET INCGOOGL |
| 2.45% | 2.47% | $8.9M | 24,935 | $7.0M | 24,481 | +454+1.85% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.01% | 1.81% | $7.3M | 15,323 | $5.2M | 15,244 | +79+0.52% | Add |
 AMAZON COM INCAMZN |
| 1.82% | 1.9% | $6.6M | 27,814 | $5.4M | 26,080 | +1,734+6.65% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.6% | 0.62% | $5.8M | 5,055 | $1.8M | 5,274 | -219-4.15% | Reduce |
| IISHARES TRIEFA |
| 1.54% | — | $5.6M | 58,233 | $0 | 0 | +58,233 | New Buy |
 EQT CORPEQT |
| 1.51% | 2.31% | $5.5M | 103,619 | $6.6M | 103,500 | +119+0.11% | Add |
 BROADCOM INCAVGO |
| 1.51% | 1.3% | $5.5M | 14,519 | $3.7M | 11,998 | +2,521+21.01% | Add |
 EXPAND ENERGY CORPORATIONEXE |
| 1.41% | 1.92% | $5.1M | 56,290 | $5.5M | 50,000 | +6,290+12.58% | Add |
 TESLA INCTSLA |
| 1.04% | 0.93% | $3.8M | 8,985 | $2.7M | 7,131 | +1,854+26.00% | Add |
 META PLATFORMS INCMETA |
| 1.03% | 1.11% | $3.7M | 6,654 | $3.2M | 5,522 | +1,132+20.50% | Add |
 VANECK ETF TRUSTGDXJ |
| 0.93% | 1.45% | $3.4M | 34,500 | $4.1M | 34,500 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.92% | 0.83% | $3.4M | 2,795 | $2.4M | 2,586 | +209+8.08% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.78% | 0.18% | $2.9M | 4,922 | $503,693 | 2,476 | +2,446+98.79% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.77% | 0.92% | $2.8M | 5,634 | $2.6M | 5,505 | +129+2.34% | Add |
 JPMORGAN CHASE & COJPM |
| 0.74% | 0.44% | $2.7M | 8,256 | $1.3M | 4,301 | +3,955+91.96% | Add |
 CISCO SYS INCCSCO |
| 0.73% | 0.61% | $2.7M | 22,743 | $1.8M | 22,588 | +155+0.69% | Add |
| UUNITED MICROELECTRONICS CORPUMC |
| 0.69% | 0.39% | $2.5M | 92,392 | $1.1M | 125,324 | -32,932-26.28% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.68% | 0.84% | $2.5M | 9,824 | $2.4M | 9,793 | +31+0.32% | Add |
 CVS HEALTH CORPCVS |
| 0.64% | 0.58% | $2.3M | 22,696 | $1.7M | 22,999 | -303-1.32% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.62% | — | $2.2M | 6,361 | $0 | 0 | +6,361 | New Buy |
| LLargo IncLGO |
| 0.6% | 0.86% | $2.2M | 2.2M | $2.5M | 2.2M | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.6% | 0.13% | $2.2M | 15,594 | $379,650 | 8,603 | +6,991+81.26% | Add |
 VISA INCV |
| 0.6% | 0.61% | $2.2M | 6,337 | $1.7M | 5,790 | +547+9.45% | Add |
 ASML HLDG NVASML |
| 0.6% | 0.45% | $2.2M | 1,090 | $1.3M | 968 | +122+12.60% | Add |
 CRISPR THERAPEUTICSCRSP |
| 0.53% | 0.59% | $1.9M | 35,500 | $1.7M | 35,500 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.49% | 0.19% | $1.8M | 2,463 | $549,940 | 1,609 | +854+53.08% | Add |
 GE AEROSPACEGE |
| 0.48% | 0.25% | $1.8M | 4,721 | $717,087 | 2,527 | +2,194+86.82% | Add |
 EXXON MOBIL CORPXOM |
| 0.48% | 0.69% | $1.8M | 12,810 | $2.0M | 11,611 | +1,199+10.33% | Add |
 COCA COLA COKO |
| 0.47% | 0.51% | $1.7M | 21,005 | $1.5M | 19,295 | +1,710+8.86% | Add |
 LAM RESEARCH CORPLRCX |
| 0.45% | 0.23% | $1.6M | 3,787 | $669,397 | 3,133 | +654+20.87% | Add |
 MERCK & CO INCMRK |
| 0.45% | 0.53% | $1.6M | 12,703 | $1.5M | 12,516 | +187+1.49% | Add |
 CATERPILLAR INCCAT |
| 0.43% | 0.31% | $1.6M | 1,461 | $871,406 | 1,230 | +231+18.78% | Add |
 WALMART INCWMT |
| 0.43% | 0.69% | $1.6M | 13,700 | $2.0M | 15,746 | -2,046-12.99% | Reduce |
 WASTE MGMT INC DELWM |
| 0.42% | 0.55% | $1.5M | 6,903 | $1.6M | 6,889 | +14+0.20% | Add |
 CHUNGHWA TELECOM CO LTDCHT |
| 0.42% | 0.52% | $1.5M | 34,531 | $1.5M | 35,073 | -542-1.55% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.42% | 0.51% | $1.5M | 2,951 | $1.5M | 2,907 | +44+1.51% | Add |
 PROCTER & GAMBLE COPG |
| 0.38% | 0.51% | $1.4M | 9,405 | $1.5M | 10,134 | -729-7.19% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.37% | 0.1% | $1.3M | 1,397 | $299,305 | 764 | +633+82.85% | Add |
 ICICI BANK LIMITEDIBN |
| 0.37% | 0.41% | $1.3M | 45,820 | $1.2M | 45,580 | +240+0.53% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.35% | 0.09% | $1.3M | 3,100 | $266,531 | 985 | +2,115+214.72% | Add |
 CHEVRON CORPORATIONCVX |
| 0.35% | 0.33% | $1.3M | 7,766 | $952,154 | 4,602 | +3,164+68.75% | Add |
 MCDONALDS CORPMCD |
| 0.35% | 0.52% | $1.3M | 4,739 | $1.5M | 4,769 | -30-0.63% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.35% | 0.11% | $1.3M | 1,986 | $314,309 | 1,162 | +824+70.91% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.34% | 0.31% | $1.2M | 4,412 | $885,451 | 3,653 | +759+20.78% | Add |
 HOME DEPOT INCHD |
| 0.34% | 0.25% | $1.2M | 3,490 | $720,927 | 2,192 | +1,298+59.22% | Add |
 RTX CORPORATIONRTX |
| 0.32% | 0.21% | $1.2M | 6,207 | $589,888 | 3,058 | +3,149+102.98% | Add |
