 PALANTIR TECHNOLOGIES INCPLTR |
| 28.12% | — | $24.6M | 168,000 | $0 | 0 | +168,000 | New Buy |
 BLACKROCK INC COMBLK |
| 13.9% | 19.56% | $12.1M | 12,633 | $13.5M | 12,633 | 00.00% | Unchanged |
 VISA INCV |
| 12.68% | 18.61% | $11.1M | 36,671 | $12.9M | 36,671 | 00.00% | Unchanged |
 HEICO CORP NEWHEI |
| 11.73% | 17.74% | $10.3M | 48,566 | $12.3M | 48,566 | 00.00% | Unchanged |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 10.31% | 16.29% | $9.0M | 155,942 | $11.3M | 155,942 | 00.00% | Unchanged |
 ELEVANCE HEALTH INC FORMERLYELV |
| 4.82% | 7.3% | $4.2M | 14,400 | $5.0M | 14,400 | 00.00% | Unchanged |
 CANADIAN NATL RY COCNI |
| 4.54% | 5.53% | $4.0M | 38,634 | $3.8M | 38,634 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 3.82% | 5.89% | $3.3M | 12,340 | $4.1M | 12,340 | 00.00% | Unchanged |
 BP PLC SPONSORED ADRBP |
| 3.81% | 3.56% | $3.3M | 70,776 | $2.5M | 70,776 | 00.00% | Unchanged |
| CCANADIAN NAT RES LTDCNQ |
| 3.45% | 3.03% | $3.0M | 61,874 | $2.1M | 61,874 | 00.00% | Unchanged |
| BBBB FOODS INCTBBB |
| 2.82% | 2.5% | $2.5M | 69,700 | $1.7M | 51,700 | +18,000+34.82% | Add |
