| GGLOBAL X COPPER MINERS ETFCOPX |
| 4.73% | 4.77% | $21.8M | 283,833 | $21.9M | 286,898 | -3,065-1.07% | Reduce |
| VVANECK ETF TRUSTGDX |
| 3.61% | 4.42% | $16.7M | 220,903 | $20.3M | 220,903 | 00.00% | Unchanged |
| IISHARES GOLD TRIAU |
| 3.57% | 4.25% | $16.5M | 218,233 | $19.5M | 221,080 | -2,847-1.29% | Reduce |
| IISHARES GOLD TRUST MICROIAUM |
| 3.42% | 4.01% | $15.8M | 395,257 | $18.4M | 393,890 | +1,367+0.35% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 3.27% | 3.58% | $15.1M | 34,553 | $16.4M | 34,604 | -51-0.15% | Reduce |
 VANECK ETF TRUSTGDXJ |
| 3.08% | 3.79% | $14.2M | 144,938 | $17.4M | 144,938 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLE |
| 2.95% | 3.39% | $13.6M | 256,177 | $15.5M | 253,690 | +2,487+0.98% | Add |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 2.73% | 3.08% | $12.6M | 486,636 | $14.1M | 468,124 | +18,512+3.95% | Add |
| KKRANESHARES TRUSTKCCA |
| 2.46% | 2.07% | $11.3M | 667,142 | $9.5M | 641,055 | +26,087+4.07% | Add |
 SPROTT PHYSICAL PLATINUMPAL ETVSPPP |
| 2.39% | 2.95% | $11.0M | 885,724 | $13.6M | 872,799 | +12,925+1.48% | Add |
| IISHARES INCRING |
| 2.35% | 2.6% | $10.8M | 351,499 | $11.9M | 336,649 | +14,850+4.41% | Add |
| CCHICAGO ATLANTIC REAL ESTATE F COMREFI |
| 2.28% | 2.37% | $10.5M | 982,283 | $10.9M | 959,800 | +22,483+2.34% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.06% | 1.8% | $9.5M | 47,509 | $8.2M | 47,267 | +242+0.51% | Add |
| BBITWISE SOLANA STAKING ETFBSOL |
| 1.94% | 0.17% | $8.9M | 893,833 | $759,378 | 68,722 | +825,111+1,200.65% | Add |
 CAMDEN PPTY TRCPT |
| 1.94% | 1.53% | $8.9M | 78,106 | $7.0M | 71,697 | +6,409+8.94% | Add |
| SSPROTT FDS TRURNM |
| 1.75% | 2.1% | $8.1M | 153,448 | $9.6M | 152,591 | +857+0.56% | Add |
| BBITWISE BITCOIN ETF TRBITB |
| 1.7% | 1.64% | $7.9M | 247,167 | $7.5M | 204,794 | +42,373+20.69% | Add |
 MID-AMER APT CMNTYS INCMAA |
| 1.61% | 1.48% | $7.5M | 53,661 | $6.8M | 55,574 | -1,913-3.44% | Reduce |
| AAMERICAN CENTY ETF TRAVUS |
| 1.47% | 1.17% | $6.8M | 52,876 | $5.4M | 48,389 | +4,487+9.27% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.34% | 1.31% | $6.2M | 12,343 | $6.0M | 12,544 | -201-1.60% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 1.26% | 1.28% | $5.8M | 32,502 | $5.9M | 32,621 | -119-0.36% | Reduce |
 APPLE INCAAPL |
| 1.23% | 1.05% | $5.7M | 19,676 | $4.8M | 18,980 | +696+3.67% | Add |
| MMUELLER INDS INCMLI |
| 1.13% | 1.04% | $5.2M | 42,313 | $4.8M | 43,220 | -907-2.10% | Reduce |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 1.1% | 1.28% | $5.1M | 111,292 | $5.9M | 111,292 | 00.00% | Unchanged |
| PPROSHARES TRBITO |
| 1.08% | 1.27% | $5.0M | 626,960 | $5.8M | 624,613 | +2,347+0.38% | Add |
 EQT CORPEQT |
| 1.05% | 1.26% | $4.8M | 91,163 | $5.8M | 90,959 | +204+0.22% | Add |
 RANGE RES CORPRRC |
| 1.03% | 1.24% | $4.7M | 127,386 | $5.7M | 125,612 | +1,774+1.41% | Add |
 ANTERO RESOURCES CORPAR |
| 1% | 1.2% | $4.6M | 131,863 | $5.5M | 129,798 | +2,065+1.59% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.97% | 0.74% | $4.5M | 6,028 | $3.4M | 5,194 | +834+16.06% | Add |
 EXXON MOBIL CORPXOM |
| 0.92% | 1.14% | $4.2M | 30,939 | $5.3M | 30,954 | -15-0.05% | Reduce |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.91% | 1.2% | $4.2M | 222,956 | $5.5M | 226,262 | -3,306-1.46% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.65% | 0.23% | $3.0M | 5,158 | $1.1M | 5,209 | -51-0.98% | Reduce |
 MICROSOFT CORPMSFT |
| 0.64% | 0.66% | $3.0M | 7,920 | $3.0M | 8,164 | -244-2.99% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.64% | 0.68% | $2.9M | 25,201 | $3.1M | 21,196 | +4,005+18.90% | Add |
 CHEVRON CORPORATIONCVX |
| 0.62% | 0.78% | $2.9M | 17,364 | $3.6M | 17,281 | +83+0.48% | Add |
 ALPHABET INCGOOGL |
| 0.6% | 0.5% | $2.8M | 7,770 | $2.3M | 7,955 | -185-2.33% | Reduce |
| DDENISON MINES CORPDNN |
| 0.59% | 0.7% | $2.7M | 890,835 | $3.2M | 909,191 | -18,356-2.02% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.53% | 0.25% | $2.5M | 3,391 | $1.2M | 3,381 | +10+0.30% | Add |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.43% | $2.4M | 6,846 | $2.0M | 6,814 | +32+0.47% | Add |
 WHEATON PRECIOUS METALS CORPWPM |
| 0.52% | 0.61% | $2.4M | 21,488 | $2.8M | 21,488 | 00.00% | Unchanged |
 NEXGEN ENERGY LTDNXE |
| 0.52% | 0.66% | $2.4M | 256,898 | $3.0M | 260,726 | -3,828-1.47% | Reduce |
| GGRAYSCALE ETHEREUM MINI STAKING ETFETH |
| 0.52% | 0.73% | $2.4M | 160,173 | $3.4M | 169,863 | -9,690-5.70% | Reduce |
| IISHARES SILVER TRSLV |
| 0.49% | 0.6% | $2.3M | 42,319 | $2.7M | 40,106 | +2,213+5.52% | Add |
 AMERICAN EXPRESS COAXP |
| 0.49% | 0.4% | $2.2M | 6,644 | $1.9M | 6,121 | +523+8.54% | Add |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.46% | 0.59% | $2.1M | 37,715 | $2.7M | 37,851 | -136-0.36% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.44% | 0.4% | $2.0M | 6,258 | $1.8M | 6,220 | +38+0.61% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.42% | 0.45% | $1.9M | 2,079 | $2.1M | 2,086 | -7-0.34% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.39% | 0.12% | $1.8M | 1,544 | $560,504 | 1,659 | -115-6.93% | Reduce |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 0.38% | — | $1.8M | 72,389 | $0 | 0 | +72,389 | New Buy |
 AMAZON COM INCAMZN |
| 0.38% | 0.3% | $1.8M | 7,426 | $1.4M | 6,711 | +715+10.65% | Add |
