 TESLA INCTSLA |
| 21.94% | 19.54% | $29.7M | 70,574 | $26.3M | 70,638 | -64-0.09% | Reduce |
| QQXO INCQXO |
| 14.74% | 18.82% | $19.9M | 1.2M | $25.3M | 1.3M | -148,704-11.42% | Reduce |
 APPLE INCAAPL |
| 10.37% | 9.23% | $14.0M | 48,495 | $12.4M | 48,884 | -389-0.80% | Reduce |
 AMAZON COM INCAMZN |
| 8.6% | 7.66% | $11.6M | 48,829 | $10.3M | 49,422 | -593-1.20% | Reduce |
 BROOKFIELD CORPBN |
| 6.21% | 7.47% | $8.4M | 197,157 | $10.0M | 248,107 | -50,950-20.54% | Reduce |
 COSTAR GROUP INCCSGP |
| 6.16% | 6.81% | $8.3M | 294,211 | $9.1M | 226,726 | +67,485+29.77% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.22% | 3.27% | $7.1M | 35,292 | $4.4M | 25,161 | +10,131+40.26% | Add |
 MICROSOFT CORPMSFT |
| 5.12% | 2.76% | $6.9M | 18,558 | $3.7M | 10,037 | +8,521+84.90% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 4.93% | — | $6.7M | 39,012 | $0 | 0 | +39,012 | New Buy |
| AAlphabet Inc Class CGOOG |
| 4.24% | 3.45% | $5.7M | 16,229 | $4.6M | 16,157 | +72+0.45% | Add |
 META PLATFORMS INCMETA |
| 3.71% | 3.94% | $5.0M | 8,914 | $5.3M | 9,267 | -353-3.81% | Reduce |
 MSCI INCMSCI |
| 3.02% | 2.93% | $4.1M | 7,298 | $3.9M | 7,298 | 00.00% | Unchanged |
 VISA INCV |
| 2.62% | 2.32% | $3.5M | 10,317 | $3.1M | 10,317 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 2.29% | 2.24% | $3.1M | 6,020 | $3.0M | 6,019 | +1+0.02% | Add |
| IISHARES TRSGOV |
| 0.42% | 0.43% | $571,806 | 5,680 | $571,749 | 5,680 | 00.00% | Unchanged |
 MCDONALDS CORPMCD |
| 0.29% | 0.33% | $387,895 | 1,435 | $445,984 | 1,435 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.15% | 0.11% | $204,615 | 274 | $152,830 | 235 | +39+16.60% | Add |
