 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.68% | 8.7% | $15.9M | 33,350 | $13.3M | 39,480 | -6,130-15.53% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 7.37% | 4.03% | $15.3M | 30,540 | $6.2M | 12,900 | +17,640+136.74% | Add |
 NVIDIA CORPORATIONNVDA |
| 6.86% | 7.5% | $14.2M | 71,101 | $11.5M | 66,015 | +5,086+7.70% | Add |
 GE AEROSPACEGE |
| 6.75% | 3.06% | $14.0M | 37,447 | $4.7M | 16,557 | +20,890+126.17% | Add |
 ABBVIE INCABBV |
| 6.64% | 3.29% | $13.8M | 54,700 | $5.0M | 23,190 | +31,510+135.88% | Add |
 BROADCOM INCAVGO |
| 5.4% | 3.82% | $11.2M | 29,621 | $5.9M | 18,941 | +10,680+56.39% | Add |
 GE VERNOVA INCGEV |
| 5.25% | 7.62% | $10.9M | 9,266 | $11.7M | 13,395 | -4,129-30.82% | Reduce |
 APPLE INCAAPL |
| 4.84% | 9.11% | $10.0M | 34,661 | $14.0M | 55,101 | -20,440-37.10% | Reduce |
 VANECK ETF TRUSTSMH |
| 4.72% | 9.18% | $9.8M | 14,910 | $14.1M | 36,740 | -21,830-59.42% | Reduce |
 MICROSOFT CORPMSFT |
| 4.6% | 3.28% | $9.5M | 25,590 | $5.0M | 13,605 | +11,985+88.09% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.6% | 2.21% | $9.5M | 8,265 | $3.4M | 10,040 | -1,775-17.68% | Reduce |
 ALPHABET INCGOOGL |
| 4.55% | 4.51% | $9.4M | 26,401 | $6.9M | 24,086 | +2,315+9.61% | Add |
 TESLA INCTSLA |
| 4.25% | 2.88% | $8.8M | 20,960 | $4.4M | 11,885 | +9,075+76.36% | Add |
 JPMORGAN CHASE & COJPM |
| 3.92% | 5.87% | $8.1M | 24,813 | $9.0M | 30,628 | -5,815-18.99% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 3.46% | — | $7.2M | 7,085 | $0 | 0 | +7,085 | New Buy |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 3.45% | — | $7.1M | 11,155 | $0 | 0 | +11,155 | New Buy |
 AMAZON COM INCAMZN |
| 3.42% | 3.82% | $7.1M | 29,765 | $5.9M | 28,115 | +1,650+5.87% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 2.83% | 4.96% | $5.9M | 95,537 | $7.6M | 137,150 | -41,613-30.34% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.65% | 6.73% | $5.5M | 7,465 | $10.3M | 17,900 | -10,435-58.30% | Reduce |
 INTEL CORPINTC |
| 2.45% | — | $5.1M | 36,345 | $0 | 0 | +36,345 | New Buy |
 META PLATFORMS INCMETA |
| 2.09% | 2.97% | $4.3M | 7,706 | $4.6M | 7,970 | -264-3.31% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.27% | — | $2.6M | 22,525 | $0 | 0 | +22,525 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.77% | — | $1.6M | 9,375 | $0 | 0 | +9,375 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 0.18% | 0.16% | $377,746 | 550 | $239,020 | 400 | +150+37.50% | Add |
