 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 5.26% | 5.47% | $162.5M | 217 | $155.8M | 217 | 00.00% | Unchanged |
| IISHARES TRLQD |
| 2.51% | — | $77.5M | 710,173 | $0 | 0 | +710,173 | New Buy |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 1.62% | — | $50.0M | 605,000 | $0 | 0 | +605,000 | New Buy |
| IINVESCO EXCH TRADED FD TR IIBKLN |
| 1.44% | 1.43% | $44.4M | 2.2M | $40.8M | 2.0M | +179,806+8.99% | Add |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 1.39% | 0.82% | $42.9M | 484,616 | $23.4M | 306,640 | +177,976+58.04% | Add |
 KLA CORPKLAC |
| 1.34% | 0.04% | $41.3M | 136,740 | $1.2M | 806 | +135,934+16,865.26% | Add |
 MASCO CORPMAS |
| 0.99% | 0.57% | $30.7M | 376,678 | $16.2M | 267,890 | +108,788+40.61% | Add |
 CME GROUP INCCME |
| 0.95% | 0.62% | $29.2M | 132,440 | $17.7M | 60,000 | +72,440+120.73% | Add |
 CSX CORPCSX |
| 0.94% | 0.86% | $29.0M | 611,138 | $24.5M | 596,109 | +15,029+2.52% | Add |
 INCYTE CORPINCY |
| 0.93% | 0.57% | $28.8M | 254,408 | $16.3M | 173,032 | +81,376+47.03% | Add |
| EENTEGRIS INCENTG |
| 0.93% | 0.75% | $28.7M | 159,427 | $21.3M | 181,484 | -22,057-12.15% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.92% | — | $28.5M | 37,402 | $0 | 0 | +37,402 | New Buy |
 PUBLIC STORAGE COMPSA |
| 0.9% | — | $27.8M | 87,341 | $0 | 0 | +87,341 | New Buy |
 AES CORP COMAES |
| 0.87% | 0.77% | $26.8M | 1.8M | $22.0M | 1.6M | +269,008+17.25% | Add |
| PPOWELL INDS INCPOWL |
| 0.86% | 0.58% | $26.4M | 92,344 | $16.4M | 30,355 | +61,989+204.21% | Add |
| CCARVANA CO CL ACVNA |
| 0.75% | — | $23.0M | 350,143 | $0 | 0 | +350,143 | New Buy |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.71% | 0.89% | $22.0M | 661,277 | $25.4M | 661,277 | 00.00% | Unchanged |
| SSTIFEL FINL CORPSF |
| 0.68% | 0.64% | $20.9M | 299,748 | $18.3M | 246,970 | +52,778+21.37% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.67% | 1.25% | $20.8M | 116,795 | $35.7M | 8,474 | +108,321+1,278.27% | Add |
| MMUELLER INDS INCMLI |
| 0.65% | — | $20.2M | 164,130 | $0 | 0 | +164,130 | New Buy |
 MSC INDL DIRECT INCMSM |
| 0.62% | 0.51% | $19.2M | 161,582 | $14.6M | 158,144 | +3,438+2.17% | Add |
| EEVERUS CONSTR GROUPECG |
| 0.59% | 0.5% | $18.3M | 110,509 | $14.3M | 121,069 | -10,560-8.72% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.54% | 0.57% | $16.6M | 83,078 | $16.1M | 92,525 | -9,447-10.21% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.53% | — | $16.3M | 196,739 | $0 | 0 | +196,739 | New Buy |
 AMAZON COM INCAMZN |
| 0.51% | 0.17% | $15.8M | 66,123 | $4.7M | 22,803 | +43,320+189.98% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.5% | 0.23% | $15.5M | 24,252 | $6.5M | 23,937 | +315+1.32% | Add |
 BROADCOM INCAVGO |
| 0.5% | 0.01% | $15.4M | 40,761 | $282,273 | 912 | +39,849+4,369.41% | Add |
 VISA INCV |
| 0.5% | 0.47% | $15.4M | 44,760 | $13.3M | 44,056 | +704+1.60% | Add |
 ALPHABET INCGOOGL |
| 0.5% | 0.14% | $15.3M | 42,875 | $3.9M | 13,458 | +29,417+218.58% | Add |
 GE VERNOVA INCGEV |
| 0.5% | 1.29% | $15.3M | 13,020 | $36.9M | 42,253 | -29,233-69.19% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.49% | 0.04% | $15.2M | 58,515 | $1.1M | 4,256 | +54,259+1,274.88% | Add |
 META PLATFORMS INCMETA |
| 0.49% | 0.28% | $15.2M | 27,048 | $8.1M | 14,192 | +12,856+90.59% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.49% | 0.51% | $15.2M | 30,345 | $14.5M | 30,356 | -11-0.04% | Reduce |
 SLB LIMITEDSLB |
| 0.49% | 0.05% | $15.0M | 323,597 | $1.5M | 29,650 | +293,947+991.39% | Add |
 KROGER CO COMKR |
| 0.48% | 0.78% | $14.9M | 267,802 | $22.2M | 306,925 | -39,123-12.75% | Reduce |
 CIENA CORPCIEN |
| 0.48% | — | $14.8M | 30,240 | $0 | 0 | +30,240 | New Buy |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.48% | 0.02% | $14.7M | 58,676 | $441,215 | 2,234 | +56,442+2,526.50% | Add |
 MERCADOLIBRE INC COMMELI |
| 0.47% | 0.48% | $14.6M | 8,620 | $13.6M | 7,890 | +730+9.25% | Add |
 GXO LOGISTICS INCORPORATEDGXO |
| 0.47% | 0.51% | $14.6M | 288,330 | $14.5M | 279,609 | +8,721+3.12% | Add |
| MMEDLINE INC COM CL AMDLN |
| 0.47% | 0.04% | $14.5M | 367,057 | $1.2M | 26,930 | +340,127+1,263.00% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.47% | 0.16% | $14.4M | 64,440 | $4.5M | 22,011 | +42,429+192.76% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.47% | — | $14.4M | 31,421 | $0 | 0 | +31,421 | New Buy |
 CAMECO CORPCCJ |
| 0.46% | 0.41% | $14.3M | 140,300 | $11.6M | 107,147 | +33,153+30.94% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.46% | — | $14.2M | 28,360 | $0 | 0 | +28,360 | New Buy |
 HUMANA INC COMHUM |
| 0.46% | — | $14.1M | 35,602 | $0 | 0 | +35,602 | New Buy |
 CAESARS ENTERTAINMENT INC NECZR |
| 0.46% | — | $14.1M | 467,000 | $0 | 0 | +467,000 | New Buy |
| SSANDISK CORP COMSNDK |
| 0.45% | 0.01% | $14.0M | 6,146 | $390,734 | 615 | +5,531+899.35% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.45% | 0.27% | $13.9M | 192,400 | $7.8M | 108,150 | +84,250+77.90% | Add |
| UULTRA CLEAN HLDGS INCUCTT |
| 0.45% | 0.23% | $13.9M | 97,320 | $6.5M | 104,240 | -6,920-6.64% | Reduce |
 HALLIBURTON CO COMHAL |
| 0.45% | 0.1% | $13.9M | 408,281 | $2.8M | 72,700 | +335,581+461.60% | Add |
