 BLOOM ENERGY CORPBE |
| 6.97% | 4.93% | $5.4M | 17,900 | $3.0M | 21,900 | -4,000-18.26% | Reduce |
 ALPHABET INCGOOGL |
| 5.52% | 5.73% | $4.3M | 12,000 | $3.5M | 12,000 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 5.19% | 5.1% | $4.0M | 5,600 | $3.1M | 5,600 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 4.99% | 5.62% | $3.9M | 19,400 | $3.4M | 19,400 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 4.39% | 2.66% | $3.4M | 10,000 | $1.6M | 10,000 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 4.07% | 2.48% | $3.2M | 4,375 | $1.5M | 4,375 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 4.01% | 3.97% | $3.1M | 2,600 | $2.4M | 2,600 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 3.58% | 4.15% | $2.8M | 8,500 | $2.5M | 8,500 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 3.48% | 3.33% | $2.7M | 2,300 | $2.0M | 2,300 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 3.37% | 3.8% | $2.6M | 11,000 | $2.3M | 11,000 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 3.26% | 2.8% | $2.5M | 1,275 | $1.7M | 1,275 | 00.00% | Unchanged |
 WALMART INCWMT |
| 3.24% | 4.58% | $2.5M | 22,200 | $2.8M | 22,200 | 00.00% | Unchanged |
 CURTISS WRIGHT CORPCW |
| 2.93% | 3.39% | $2.3M | 3,000 | $2.0M | 3,000 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 2.64% | 3.38% | $2.1M | 5,500 | $2.0M | 5,500 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.53% | 2.82% | $2.0M | 7,000 | $1.7M | 7,000 | 00.00% | Unchanged |
 BLACKROCK INC COMBLK |
| 2.35% | 3.03% | $1.8M | 1,900 | $1.8M | 1,900 | 00.00% | Unchanged |
| VVANECK ETF TRUSTGDX |
| 2.33% | 3.66% | $1.8M | 24,000 | $2.2M | 24,000 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 2.2% | 2.49% | $1.7M | 5,900 | $1.5M | 5,900 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 2.16% | 2.47% | $1.7M | 4,000 | $1.5M | 4,000 | 00.00% | Unchanged |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 2.05% | 2.39% | $1.6M | 7,500 | $1.4M | 7,500 | 00.00% | Unchanged |
 MCKESSON CORP COMMCK |
| 1.99% | 2.95% | $1.5M | 2,050 | $1.8M | 2,050 | 00.00% | Unchanged |
 CONSTELLATION ENERGY CORPCEG |
| 1.76% | 2.55% | $1.4M | 5,500 | $1.5M | 5,500 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 1.67% | 2.06% | $1.3M | 2,500 | $1.2M | 2,500 | 00.00% | Unchanged |
 ROSS STORES INC COMROST |
| 1.64% | 2.16% | $1.3M | 6,000 | $1.3M | 6,000 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.56% | 2.49% | $1.2M | 8,852 | $1.5M | 8,852 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.5% | 2.43% | $1.2M | 10,000 | $1.5M | 10,000 | 00.00% | Unchanged |
 FREEPORT MCMORAN INCFCX |
| 1.38% | — | $1.1M | 17,000 | $0 | 0 | +17,000 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.35% | 1.71% | $1.1M | 2,100 | $1.0M | 2,100 | 00.00% | Unchanged |
 CELESTICA INCCLS |
| 1.31% | — | $1.0M | 2,800 | $0 | 0 | +2,800 | New Buy |
 MP MATERIALS CORPMP |
| 1.3% | — | $1.0M | 18,000 | $0 | 0 | +18,000 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 1.26% | — | $981,147 | 850 | $0 | 0 | +850 | New Buy |
| NNEXTERA ENERGY INCNEE |
| 1.24% | 1.7% | $965,470 | 11,000 | $1.0M | 11,000 | 00.00% | Unchanged |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 1.22% | 1.27% | $949,500 | 6,000 | $766,380 | 6,000 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 1.2% | — | $931,050 | 9,000 | $0 | 0 | +9,000 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 1.15% | — | $893,670 | 3,000 | $0 | 0 | +3,000 | New Buy |
 CHENIERE ENERGY INCLNG |
| 1.08% | 1.65% | $836,535 | 3,500 | $993,160 | 3,500 | 00.00% | Unchanged |
 SLB LIMITEDSLB |
| 1.02% | 1.45% | $790,330 | 17,000 | $873,630 | 17,000 | 00.00% | Unchanged |
| IISHARES BIOTECHNOLOGYIBB |
| 0.98% | 1.12% | $760,760 | 4,000 | $675,400 | 4,000 | 00.00% | Unchanged |
| SSTATE STREET SPDR S&P METALS & MINING ETFXME |
| 0.96% | 1.26% | $748,510 | 7,000 | $756,070 | 7,000 | 00.00% | Unchanged |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.91% | 1.11% | $709,860 | 6,000 | $668,520 | 6,000 | 00.00% | Unchanged |
 BLACKSTONE INCBX |
| 0.91% | 1.15% | $706,020 | 6,000 | $689,940 | 6,000 | 00.00% | Unchanged |
| GGLOBAL X URANIUM ETFURA |
| 0.7% | — | $546,250 | 12,500 | $0 | 0 | +12,500 | New Buy |
 BROADCOM INCAVGO |
| 0.49% | — | $377,750 | 1,000 | $0 | 0 | +1,000 | New Buy |
| BBANK OF AMER CORPBAC |
| 0.15% | 0.16% | $113,960 | 2,000 | $97,500 | 2,000 | 00.00% | Unchanged |
