 TESLA INCTSLA |
| 43.37% | 50.19% | $267.8M | 636,594 | $228.4M | 507,846 | +128,748+25.35% | Add |
| LLEMONADE INCLMND |
| 10.6% | 9.4% | $65.4M | 1.0M | $42.8M | 600,863 | +404,952+67.40% | Add |
| UUpstart Holdings INC CORP COMMONUPST |
| 10.03% | 3.99% | $61.9M | 1.7M | $18.2M | 415,321 | +1.3M+320.91% | Add |
| VVANGUARD INDEX FDSVOO |
| 7.57% | 10.16% | $46.7M | 63,482 | $46.2M | 75,240 | -11,758-15.63% | Reduce |
| UUNUSUAL MACHS INCUMAC |
| 5.53% | — | $34.2M | 1.5M | $0 | 0 | +1.5M | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 4.4% | 3.96% | $27.2M | 36,400 | $18.0M | 26,404 | +9,996+37.86% | Add |
 MICRON TECHNOLOGY INCMU |
| 3.39% | 2.6% | $20.9M | 18,140 | $11.8M | 41,390 | -23,250-56.17% | Reduce |
 OSCAR HEALTH INCOSCR |
| 2.9% | 1.23% | $17.9M | 627,007 | $5.6M | 389,397 | +237,610+61.02% | Add |
 ELI LILLY & COLLY |
| 1.61% | 0.21% | $9.9M | 8,287 | $957,540 | 891 | +7,396+830.08% | Add |
 AMAZON COM INCAMZN |
| 1.56% | 0.3% | $9.6M | 40,371 | $1.4M | 5,881 | +34,490+586.46% | Add |
| CCANDEL THERAPEUTICS INC COMCADL |
| 1.29% | 0.93% | $8.0M | 772,461 | $4.2M | 748,055 | +24,406+3.26% | Add |
| AATAIBECKLEY INCATAI |
| 1.27% | — | $7.8M | 1.5M | $0 | 0 | +1.5M | New Buy |
| RROUNDHILL ETF TRUSTNCLD |
| 1.21% | — | $7.5M | 101,192 | $0 | 0 | +101,192 | New Buy |
| BBACKBLAZE INCBLZE |
| 1.18% | — | $7.3M | 457,753 | $0 | 0 | +457,753 | New Buy |
 HUNTINGTON BANCSHARES INC COMHBAN |
| 0.73% | — | $4.5M | 253,026 | $0 | 0 | +253,026 | New Buy |
 APPLE INCAAPL |
| 0.57% | 0.86% | $3.5M | 12,060 | $3.9M | 14,366 | -2,306-16.05% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.44% | 2.36% | $2.7M | 13,537 | $10.7M | 57,588 | -44,051-76.49% | Reduce |
| IISHARES TRAGG |
| 0.29% | 0.39% | $1.8M | 18,298 | $1.8M | 17,563 | +735+4.18% | Add |
| IINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.26% | 0.32% | $1.6M | 24,648 | $1.4M | 31,533 | -6,885-21.83% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.24% | — | $1.5M | 2 | $0 | 0 | +2 | New Buy |
| VVANGUARD FTSEVEA |
| 0.21% | 0.26% | $1.3M | 17,953 | $1.2M | 19,251 | -1,298-6.74% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.16% | 0.23% | $998,368 | 2,698 | $1.0M | 3,081 | -383-12.43% | Reduce |
| IISHARES TRDSI |
| 0.15% | 0.18% | $921,121 | 6,469 | $833,402 | 6,469 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.14% | 0.26% | $848,997 | 2,276 | $1.2M | 2,457 | -181-7.37% | Reduce |
 ALPHABET INCGOOGL |
| 0.13% | 0.57% | $812,729 | 2,274 | $2.6M | 8,304 | -6,030-72.62% | Reduce |
 CUMMINS INCCMI |
| 0.12% | 0.12% | $763,135 | 1,070 | $546,182 | 1,070 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.13% | $678,041 | 1,919 | $606,262 | 1,932 | -13-0.67% | Reduce |
 CATERPILLAR INCCAT |
| 0.09% | 0.07% | $577,176 | 542 | $331,692 | 579 | -37-6.39% | Reduce |
 GE AEROSPACEGE |
| 0.09% | 0.1% | $557,979 | 1,493 | $460,815 | 1,496 | -3-0.20% | Reduce |
 BROADCOM INCAVGO |
| 0.08% | 0.11% | $488,053 | 1,292 | $487,545 | 1,409 | -117-8.30% | Reduce |
 META PLATFORMS INCMETA |
| 0.07% | 0.07% | $432,044 | 767 | $316,881 | 480 | +287+59.79% | Add |
 JPMORGAN CHASE & COJPM |
| 0.06% | 0.09% | $378,320 | 1,156 | $394,647 | 1,225 | -69-5.63% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.06% | 0.05% | $352,775 | 705 | $231,219 | 460 | +245+53.26% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.06% | — | $349,751 | 2,047 | $0 | 0 | +2,047 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.04% | 0.17% | $253,950 | 2,177 | $773,746 | 4,353 | -2,176-49.99% | Reduce |
