| SSPDR GOLD TRGLD |
| 38.56% | 41.79% | $48.3M | 131,069 | $56.4M | 131,069 | 00.00% | Unchanged |
 GENEDX HOLDINGS CORPWGS |
| 10.2% | 8.85% | $12.8M | 185,989 | $11.9M | 185,989 | 00.00% | Unchanged |
| FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC |
| 4.8% | 5.15% | $6.0M | 117,771 | $7.0M | 117,771 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 3.85% | 4.12% | $4.8M | 144,892 | $5.6M | 144,892 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.16% | 2.65% | $4.0M | 5,301 | $3.6M | 5,301 | 00.00% | Unchanged |
| SSPDR SERIES TRUSTXAR |
| 1.59% | 1.32% | $2.0M | 7,000 | $1.8M | 7,000 | 00.00% | Unchanged |
| IISHARES SILVER TRSLV |
| 1.43% | 1.69% | $1.8M | 33,460 | $2.3M | 33,460 | 00.00% | Unchanged |
| IISHARES RUSSELLIWM |
| 1.21% | 1.03% | $1.5M | 5,025 | $1.4M | 5,025 | 00.00% | Unchanged |
 ECOLAB INCECL |
| 1.04% | 0.61% | $1.3M | 4,665 | $817,239 | 3,063 | +1,602+52.30% | Add |
 WILLIAMS COS INCWMB |
| 0.98% | — | $1.2M | 16,490 | $0 | 0 | +16,490 | New Buy |
 QUEST DIAGNOSTICS INCDGX |
| 0.97% | 0.6% | $1.2M | 5,729 | $805,086 | 4,108 | +1,621+39.46% | Add |
 AMETEK INC COMAME |
| 0.95% | 0.71% | $1.2M | 4,931 | $955,403 | 4,457 | +474+10.63% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.93% | 0.7% | $1.2M | 12,594 | $939,439 | 10,177 | +2,417+23.75% | Add |
 CSX CORPCSX |
| 0.91% | 0.81% | $1.1M | 24,016 | $1.1M | 26,587 | -2,571-9.67% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.91% | 0.85% | $1.1M | 25,000 | $1.1M | 25,000 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.9% | — | $1.1M | 2,250 | $0 | 0 | +2,250 | New Buy |
 FORTIVE CORP COMFTV |
| 0.83% | 0.55% | $1.0M | 16,997 | $741,747 | 13,418 | +3,579+26.67% | Add |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.83% | 0.53% | $1.0M | 3,056 | $719,017 | 2,710 | +346+12.77% | Add |
 CASEYS GEN STORES INCCASY |
| 0.82% | 0.76% | $1.0M | 1,298 | $1.0M | 1,410 | -112-7.94% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.82% | 0.62% | $1.0M | 11,857 | $839,538 | 10,673 | +1,184+11.09% | Add |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.82% | 0.94% | $1.0M | 22,446 | $1.3M | 22,446 | 00.00% | Unchanged |
| VVALVOLINE INC COMVVV |
| 0.81% | 0.49% | $1.0M | 25,760 | $659,353 | 19,577 | +6,183+31.58% | Add |
 HUBBELL INCHUBB |
| 0.76% | — | $955,363 | 1,826 | $0 | 0 | +1,826 | New Buy |
 TRANE TECHNOLOGIES PLCTT |
| 0.76% | 0.59% | $947,939 | 1,930 | $801,391 | 1,923 | +7+0.36% | Add |
 WEST PHARMACEUTICAL SVSC INCWST |
| 0.74% | — | $924,784 | 2,576 | $0 | 0 | +2,576 | New Buy |
 AUTOZONE INCAZO |
| 0.74% | 0.56% | $920,431 | 288 | $749,867 | 222 | +66+29.73% | Add |
 APPLIED MATLS INCAMAT |
| 0.65% | — | $816,267 | 1,129 | $0 | 0 | +1,129 | New Buy |
 KLA CORPKLAC |
| 0.65% | — | $814,617 | 2,700 | $0 | 0 | +2,700 | New Buy |
| SSPDR SERIES TRUSTXHS |
| 0.63% | 0.45% | $792,600 | 6,000 | $600,780 | 6,000 | 00.00% | Unchanged |
 CORE & MAIN INCCNM |
| 0.63% | 0.36% | $790,239 | 16,378 | $491,085 | 9,941 | +6,437+64.75% | Add |
 CURTISS WRIGHT CORPCW |
| 0.61% | — | $762,307 | 1,006 | $0 | 0 | +1,006 | New Buy |
 EMERSON ELEC COEMR |
| 0.61% | 0.44% | $758,266 | 5,297 | $592,341 | 4,521 | +776+17.16% | Add |
| FFirst Trust Technology Alphadex Fund EtfFXL |
| 0.59% | 0.46% | $740,720 | 3,410 | $620,722 | 3,410 | 00.00% | Unchanged |
| IISHARES TRIEV |
| 0.58% | 0.5% | $728,500 | 10,000 | $679,400 | 10,000 | 00.00% | Unchanged |
 NEOGENOMICS INCNEO |
| 0.55% | 0.24% | $683,702 | 46,861 | $326,161 | 43,957 | +2,904+6.61% | Add |
 DANAHER CORP DEL COMDHR |
| 0.54% | — | $671,823 | 3,527 | $0 | 0 | +3,527 | New Buy |
| RREPLIGEN CORPRGEN |
| 0.53% | — | $662,007 | 4,852 | $0 | 0 | +4,852 | New Buy |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.52% | 0.37% | $647,417 | 2,989 | $493,580 | 2,526 | +463+18.33% | Add |
 QUANTA SVCS INCPWR |
| 0.51% | 0.43% | $643,716 | 894 | $578,667 | 1,054 | -160-15.18% | Reduce |
 ILLUMINA INCILMN |
| 0.51% | — | $638,615 | 3,632 | $0 | 0 | +3,632 | New Buy |
| MMASTEC INCMTZ |
| 0.51% | 0.43% | $636,572 | 1,530 | $581,062 | 1,806 | -276-15.28% | Reduce |
 ASML HLDG NVASML |
| 0.51% | — | $634,631 | 319 | $0 | 0 | +319 | New Buy |
 GE VERNOVA INCGEV |
| 0.5% | — | $630,900 | 537 | $0 | 0 | +537 | New Buy |
 MURPHY USA INCMUSA |
| 0.49% | 0.49% | $619,701 | 1,150 | $665,872 | 1,348 | -198-14.69% | Reduce |
 NATERA INCNTRA |
| 0.49% | 0.41% | $612,120 | 2,255 | $552,172 | 2,761 | -506-18.33% | Reduce |
| MMYR GROUP INCMYRG |
| 0.46% | 0.43% | $577,962 | 1,155 | $582,144 | 2,062 | -907-43.99% | Reduce |
| AAMPLIFY ETF TRHACK |
| 0.46% | 0.31% | $576,171 | 5,491 | $412,319 | 5,491 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.45% | — | $566,796 | 1,308 | $0 | 0 | +1,308 | New Buy |
| SSTEVANATO GROUP S P ASTVN |
| 0.45% | — | $564,127 | 31,219 | $0 | 0 | +31,219 | New Buy |
| VVERACYTE INCVCYT |
| 0.44% | 0.26% | $552,708 | 9,411 | $356,082 | 11,055 | -1,644-14.87% | Reduce |
