 NVIDIA CORPORATIONNVDA |
| 8.47% | 8.32% | $95.2M | 476,023 | $82.5M | 472,888 | +3,135+0.66% | Add |
 AMAZON COM INCAMZN |
| 4.38% | 4.34% | $49.3M | 206,729 | $43.1M | 206,729 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 3.99% | 3.68% | $44.9M | 127,086 | $36.5M | 127,086 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 3.25% | 3.83% | $36.6M | 126,467 | $38.0M | 149,835 | -23,368-15.60% | Reduce |
 MICROSOFT CORPMSFT |
| 3.23% | 3.64% | $36.3M | 97,421 | $36.1M | 97,421 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 3.23% | 1.27% | $36.3M | 62,522 | $12.6M | 62,068 | +454+0.73% | Add |
 KLA CORPKLAC |
| 3.09% | 1.71% | $34.7M | 115,116 | $16.9M | 11,490 | +103,626+901.88% | Add |
 META PLATFORMS INCMETA |
| 2.74% | 3.07% | $30.9M | 54,773 | $30.4M | 53,160 | +1,613+3.03% | Add |
 BROADCOM INCAVGO |
| 2.29% | 1.39% | $25.7M | 68,063 | $13.8M | 44,572 | +23,491+52.70% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 2% | 1.16% | $22.4M | 29,399 | $11.5M | 29,399 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 1.88% | 1% | $21.1M | 61,962 | $9.9M | 61,962 | 00.00% | Unchanged |
| SSPDR GOLD TRGLD |
| 1.82% | 2.41% | $20.5M | 55,631 | $23.9M | 55,631 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 1.76% | 1.61% | $19.8M | 55,393 | $15.9M | 55,393 | 00.00% | Unchanged |
 VISA INCV |
| 1.73% | 1.72% | $19.4M | 56,580 | $17.1M | 56,580 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 1.66% | 0.92% | $18.7M | 43,074 | $9.1M | 42,795 | +279+0.65% | Add |
 ELI LILLY & COLLY |
| 1.47% | 1.28% | $16.5M | 13,783 | $12.7M | 13,783 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 1.46% | 1.24% | $16.5M | 49,155 | $12.3M | 49,155 | 00.00% | Unchanged |
 TARGA RES CORPTRGP |
| 1.37% | 1.45% | $15.4M | 57,496 | $14.4M | 57,496 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.21% | 1.73% | $13.7M | 117,034 | $17.1M | 117,034 | 00.00% | Unchanged |
| WWESTERN MIDSTREAM PAR LPWES |
| 1.17% | 1.25% | $13.2M | 301,032 | $12.4M | 301,032 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 1.16% | 0.95% | $13.1M | 77,111 | $9.5M | 77,111 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 1.16% | 0.62% | $13.1M | 18,067 | $6.1M | 17,890 | +177+0.99% | Add |
 AMPHENOL CORPAPH |
| 1% | 0.82% | $11.3M | 64,028 | $8.1M | 64,028 | 00.00% | Unchanged |
| FFRANKLIN TEMPLETON ETF TR FTSE TAIWANFLTW |
| 0.97% | 0.71% | $10.9M | 103,200 | $7.0M | 103,200 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 0.96% | 1.15% | $10.8M | 108,795 | $11.4M | 108,795 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.94% | 0.94% | $10.6M | 25,117 | $9.3M | 25,117 | 00.00% | Unchanged |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.9% | 0.93% | $10.1M | 30,473 | $9.3M | 30,473 | 00.00% | Unchanged |
 DATADOG INCDDOG |
| 0.89% | 0.3% | $10.0M | 38,461 | $2.9M | 24,961 | +13,500+54.08% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.89% | 0.74% | $10.0M | 26,551 | $7.3M | 26,273 | +278+1.06% | Add |
 CHENIERE ENERGY INCLNG |
| 0.86% | 1.16% | $9.7M | 40,552 | $11.5M | 40,552 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.83% | 0.63% | $9.3M | 19,568 | $6.2M | 18,380 | +1,188+6.46% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.81% | 0.89% | $9.1M | 17,755 | $8.9M | 17,755 | 00.00% | Unchanged |
| IISHARES TRMCHI |
| 0.78% | 0.97% | $8.7M | 171,400 | $9.6M | 171,400 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 0.72% | 1.1% | $8.1M | 113,260 | $10.9M | 113,260 | 00.00% | Unchanged |
 MONOLITHIC PWR SYS INCMPWR |
| 0.7% | 0.63% | $7.9M | 5,685 | $6.2M | 5,685 | 00.00% | Unchanged |
 ROBINHOOD MKTS INCHOOD |
| 0.67% | 0.52% | $7.5M | 74,996 | $5.2M | 74,996 | 00.00% | Unchanged |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.64% | 0.75% | $7.2M | 196,968 | $7.5M | 196,968 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.64% | 0.54% | $7.2M | 6,093 | $5.3M | 6,093 | 00.00% | Unchanged |
 FORTINET INCFTNT |
| 0.58% | 0.35% | $6.6M | 42,771 | $3.5M | 42,771 | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.58% | 0.66% | $6.5M | 70,590 | $6.5M | 70,590 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.56% | — | $6.2M | 44,748 | $0 | 0 | +44,748 | New Buy |
| IISHARES GOLD TRIAU |
| 0.5% | 0.67% | $5.7M | 75,160 | $6.6M | 75,160 | 00.00% | Unchanged |
 AIRBNB INC COM CL AABNB |
| 0.48% | 0.48% | $5.4M | 37,985 | $4.8M | 37,985 | 00.00% | Unchanged |
| EENERGY TRANSFER L PET |
| 0.48% | 0.55% | $5.4M | 282,726 | $5.5M | 282,726 | 00.00% | Unchanged |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.46% | 0.36% | $5.2M | 20,714 | $3.5M | 17,928 | +2,786+15.54% | Add |
 CHEVRON CORPORATIONCVX |
| 0.46% | 0.65% | $5.2M | 31,142 | $6.4M | 31,142 | 00.00% | Unchanged |
 MCKESSON CORP COMMCK |
| 0.44% | 0.57% | $5.0M | 6,569 | $5.7M | 6,569 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.43% | 0.14% | $4.9M | 4,204 | $1.4M | 4,104 | +100+2.44% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.43% | 0.39% | $4.8M | 13,703 | $3.9M | 13,703 | 00.00% | Unchanged |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.41% | 0.44% | $4.6M | 39,200 | $4.4M | 39,200 | 00.00% | Unchanged |
