| AAlphabet Inc Class CGOOG |
| 5.54% | 5.66% | $59.4M | 167,990 | $52.9M | 184,455 | -16,465-8.93% | Reduce |
 INTERNATIONAL BANCSHARES CORIBOC |
| 5.12% | 5.45% | $54.8M | 721,211 | $50.9M | 756,940 | -35,729-4.72% | Reduce |
 AMAZON COM INCAMZN |
| 4.66% | 5.37% | $49.9M | 209,525 | $50.2M | 240,914 | -31,389-13.03% | Reduce |
 APPLE INCAAPL |
| 4.49% | 3.73% | $48.0M | 166,009 | $34.8M | 137,184 | +28,825+21.01% | Add |
 ASML HLDG NVASML |
| 4.4% | 3.44% | $47.1M | 23,677 | $32.1M | 24,321 | -644-2.65% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.94% | 2.22% | $42.2M | 210,680 | $20.8M | 119,036 | +91,644+76.99% | Add |
 MICROSOFT CORPMSFT |
| 3.85% | 4.38% | $41.3M | 110,647 | $40.9M | 110,609 | +38+0.03% | Add |
 MERCADOLIBRE INC COMMELI |
| 3.51% | 3.71% | $37.6M | 22,155 | $34.6M | 20,019 | +2,136+10.67% | Add |
 META PLATFORMS INCMETA |
| 3.02% | 4.5% | $32.3M | 57,419 | $42.0M | 73,430 | -16,011-21.80% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 2.91% | 3.19% | $31.1M | 494,864 | $29.8M | 507,305 | -12,441-2.45% | Reduce |
 VISA INCV |
| 2.58% | 2.69% | $27.6M | 80,432 | $25.1M | 83,149 | -2,717-3.27% | Reduce |
| QQUALCOMM INCQCOM |
| 2.57% | 2.31% | $27.5M | 148,926 | $21.6M | 167,924 | -18,998-11.31% | Reduce |
 EXXON MOBIL CORPXOM |
| 2.45% | 3.31% | $26.2M | 191,536 | $31.0M | 182,458 | +9,078+4.98% | Add |
 TESLA INCTSLA |
| 2.38% | 2.29% | $25.5M | 60,640 | $21.4M | 57,498 | +3,142+5.46% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.3% | 1.84% | $24.6M | 155,324 | $17.2M | 117,258 | +38,066+32.46% | Add |
 AMGEN INC COMAMGN |
| 2.3% | 3.15% | $24.6M | 67,995 | $29.4M | 83,500 | -15,505-18.57% | Reduce |
 SYNOPSYS INCSNPS |
| 2.25% | 2.85% | $24.1M | 53,965 | $26.6M | 67,151 | -13,186-19.64% | Reduce |
 RTX CORPORATIONRTX |
| 2.24% | 2.78% | $24.0M | 126,640 | $26.0M | 134,799 | -8,159-6.05% | Reduce |
 QUANTA SVCS INCPWR |
| 2.24% | 2.12% | $23.9M | 33,244 | $19.8M | 36,140 | -2,896-8.01% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.22% | 2.01% | $23.8M | 51,738 | $18.8M | 38,730 | +13,008+33.59% | Add |
 SHERWIN WILLIAMS COSHW |
| 2.17% | 2.21% | $23.2M | 67,476 | $20.6M | 64,416 | +3,060+4.75% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 2.16% | 2.92% | $23.1M | 37,102 | $27.3M | 35,299 | +1,803+5.11% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.08% | 1.72% | $22.2M | 59,216 | $16.0M | 57,728 | +1,488+2.58% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 2.07% | 2.48% | $22.2M | 231,336 | $23.2M | 184,521 | +46,815+25.37% | Add |
 ELI LILLY & COLLY |
| 2.06% | — | $22.0M | 18,361 | $0 | 0 | +18,361 | New Buy |
 NEWMONT CORPNEM |
| 2.06% | 1.96% | $22.0M | 235,729 | $18.3M | 169,510 | +66,219+39.06% | Add |
 VISTRA CORPVST |
| 2.01% | 1.58% | $21.5M | 135,536 | $14.7M | 98,041 | +37,495+38.24% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.6% | 1.41% | $17.1M | 89,859 | $13.1M | 98,832 | -8,973-9.08% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 1.55% | 2.04% | $16.6M | 32,579 | $19.1M | 31,520 | +1,059+3.36% | Add |
| FFIRST TRUSTFDN |
| 1.46% | 1.86% | $15.7M | 59,144 | $17.4M | 74,373 | -15,229-20.48% | Reduce |
| SSTATE STREETXLI |
| 1.44% | 1.31% | $15.4M | 83,367 | $12.2M | 75,446 | +7,921+10.50% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 1.43% | 1.34% | $15.3M | 285,171 | $12.5M | 252,958 | +32,213+12.73% | Add |
| VVANGUARD FSTEVWO |
| 1.26% | 1.13% | $13.5M | 226,885 | $10.5M | 194,578 | +32,307+16.60% | Add |
 VANECK ETF TRUSTSMH |
| 1.22% | 1% | $13.0M | 19,837 | $9.4M | 24,416 | -4,579-18.75% | Reduce |
| VVANGUARD FTSEVEA |
| 1.08% | 1% | $11.6M | 162,456 | $9.3M | 145,681 | +16,775+11.51% | Add |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 1.08% | 0.95% | $11.5M | 72,971 | $8.8M | 69,116 | +3,855+5.58% | Add |
| SSPDR GOLD TRGLD |
| 1.05% | 1.24% | $11.2M | 30,525 | $11.6M | 26,920 | +3,605+13.39% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.04% | 1.11% | $11.1M | 209,693 | $10.4M | 169,465 | +40,228+23.74% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.91% | 0.97% | $9.8M | 83,234 | $9.0M | 82,838 | +396+0.48% | Add |
| PPACER FDS TRCOWZ |
| 0.89% | 1.23% | $9.5M | 153,384 | $11.5M | 184,342 | -30,958-16.79% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.88% | 0.71% | $9.4M | 185,782 | $6.7M | 133,140 | +52,642+39.54% | Add |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 0.71% | 0.6% | $7.6M | 308,786 | $5.7M | 198,790 | +109,996+55.33% | Add |
 ALPHABET INCGOOGL |
| 0.31% | 0.29% | $3.4M | 9,391 | $2.7M | 9,301 | +90+0.97% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.24% | 0.24% | $2.5M | 3,670 | $2.2M | 3,696 | -26-0.70% | Reduce |
 BROADCOM INCAVGO |
| 0.17% | 0.14% | $1.8M | 4,806 | $1.3M | 4,259 | +547+12.84% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.15% | 0.05% | $1.6M | 2,790 | $499,131 | 2,454 | +336+13.69% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.12% | 0.07% | $1.2M | 2,580 | $660,693 | 1,955 | +625+31.97% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.11% | 0.15% | $1.2M | 10,025 | $1.4M | 9,457 | +568+6.01% | Add |
 INTEL CORPINTC |
| 0.11% | 0.03% | $1.2M | 8,298 | $284,460 | 6,446 | +1,852+28.73% | Add |
| IINVESCO QQQ TRVOO |
| 0.1% | 0.09% | $1.1M | 1,470 | $808,206 | 1,400 | +70+5.00% | Add |
