 BLOCK INCXYZ |
| 3.94% | — | $5.7M | 74,436 | $0 | 0 | +74,436 | New Buy |
 TESLA INCTSLA |
| 3.65% | 3.05% | $5.2M | 12,469 | $3.7M | 9,943 | +2,526+25.40% | Add |
 FIRST SOLAR INC COMFSLR |
| 3.54% | — | $5.1M | 21,550 | $0 | 0 | +21,550 | New Buy |
| GGALAXY DIGITAL INC.GLXY |
| 2.65% | — | $3.8M | 139,471 | $0 | 0 | +139,471 | New Buy |
 CLOUDFLARE INCNET |
| 2.64% | — | $3.8M | 15,475 | $0 | 0 | +15,475 | New Buy |
| UUpstart Holdings INC CORP COMMONUPST |
| 2.54% | — | $3.7M | 103,049 | $0 | 0 | +103,049 | New Buy |
| CCORE SCIENTIFIC INC NEWCORZ |
| 2.42% | — | $3.5M | 135,999 | $0 | 0 | +135,999 | New Buy |
 CELESTICA INCCLS |
| 2.39% | — | $3.4M | 9,404 | $0 | 0 | +9,404 | New Buy |
 AIRBNB INC COM CL AABNB |
| 2.36% | — | $3.4M | 23,688 | $0 | 0 | +23,688 | New Buy |
 BORGWARNER INCBWA |
| 2.33% | — | $3.4M | 50,508 | $0 | 0 | +50,508 | New Buy |
| SSOLARIS ENERGY INFRAS INCSEI |
| 2.24% | — | $3.2M | 39,981 | $0 | 0 | +39,981 | New Buy |
| RROCKET LAB CORP COMRKLB |
| 2.22% | — | $3.2M | 31,357 | $0 | 0 | +31,357 | New Buy |
| JJANUS DETROIT STR TRVNLA |
| 2.01% | 2.07% | $2.9M | 59,184 | $2.5M | 51,424 | +7,760+15.09% | Add |
| TTRUST FOR PROFESSIONAL MANAGSTBF |
| 2% | 2.07% | $2.9M | 113,106 | $2.5M | 99,390 | +13,716+13.80% | Add |
| FFTAI AVIATION LTDFTAI |
| 1.84% | — | $2.6M | 9,786 | $0 | 0 | +9,786 | New Buy |
| HHUDBAY MINERALS INCHBM |
| 1.84% | — | $2.6M | 111,723 | $0 | 0 | +111,723 | New Buy |
 IREN LTDIREN |
| 1.74% | — | $2.5M | 54,520 | $0 | 0 | +54,520 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.72% | 1.47% | $2.5M | 5,182 | $1.8M | 5,271 | -89-1.69% | Reduce |
 ROCKET COS INC COM CL ARKT |
| 1.71% | 1.52% | $2.5M | 155,999 | $1.8M | 129,208 | +26,791+20.73% | Add |
| BBITMINE IMMERSION TECHS INCBMNR |
| 1.71% | — | $2.5M | 184,513 | $0 | 0 | +184,513 | New Buy |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.6% | — | $2.3M | 10,821 | $0 | 0 | +10,821 | New Buy |
 FLYWIRE CORPORATIONFLYW |
| 1.57% | — | $2.3M | 128,158 | $0 | 0 | +128,158 | New Buy |
 MP MATERIALS CORPMP |
| 1.51% | 1.33% | $2.2M | 38,695 | $1.6M | 33,382 | +5,313+15.92% | Add |
 FREEPORT MCMORAN INCFCX |
| 1.48% | — | $2.1M | 33,747 | $0 | 0 | +33,747 | New Buy |
 TARGET CORP COMTGT |
| 1.45% | — | $2.1M | 15,995 | $0 | 0 | +15,995 | New Buy |
 CAMECO CORPCCJ |
| 1.42% | 1.46% | $2.0M | 20,009 | $1.8M | 16,268 | +3,741+23.00% | Add |
| AASTRONICS CORPATRO |
| 1.42% | — | $2.0M | 25,020 | $0 | 0 | +25,020 | New Buy |
 MADDEN STEVEN LTDSHOO |
| 1.41% | — | $2.0M | 48,194 | $0 | 0 | +48,194 | New Buy |
 CENTURY ALUM COCENX |
| 1.39% | — | $2.0M | 43,289 | $0 | 0 | +43,289 | New Buy |
 LINDE PLCLIN |
| 1.38% | — | $2.0M | 3,819 | $0 | 0 | +3,819 | New Buy |
 GENERAL MTRS COGM |
| 1.36% | — | $1.9M | 25,255 | $0 | 0 | +25,255 | New Buy |
 UNITED RENTALS INCURI |
| 1.35% | — | $1.9M | 1,717 | $0 | 0 | +1,717 | New Buy |
 ROCKWELL AUTOMATION INCROK |
| 1.33% | — | $1.9M | 3,859 | $0 | 0 | +3,859 | New Buy |
 JPMORGAN CHASE & COJPM |
| 1.32% | 1.44% | $1.9M | 5,815 | $1.7M | 5,922 | -107-1.81% | Reduce |
 MORGAN STANLEYMS |
| 1.29% | — | $1.8M | 8,843 | $0 | 0 | +8,843 | New Buy |
 DUPONT DE NEMOURS INCDD |
| 1.27% | — | $1.8M | 13,500 | $0 | 0 | +13,500 | New Buy |
| IINVESCO EXCHANGE TRADED FD TXSMO |
| 1.25% | 1.26% | $1.8M | 19,191 | $1.5M | 20,160 | -969-4.81% | Reduce |
 APPLE INCAAPL |
| 1.23% | 3.04% | $1.8M | 6,101 | $3.7M | 14,508 | -8,407-57.95% | Reduce |
| JJANUS DETROIT STR TRJSMD |
| 1.22% | 1.19% | $1.8M | 17,335 | $1.4M | 18,169 | -834-4.59% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.18% | 1.17% | $1.7M | 29,860 | $1.4M | 29,071 | +789+2.71% | Add |
 AMAZON COM INCAMZN |
| 1.17% | 3.15% | $1.7M | 7,026 | $3.8M | 18,351 | -11,325-61.71% | Reduce |
 CUMMINS INCCMI |
| 1.16% | — | $1.7M | 2,339 | $0 | 0 | +2,339 | New Buy |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 1.15% | 1.21% | $1.7M | 68,140 | $1.5M | 61,121 | +7,019+11.48% | Add |
 BROADCOM INCAVGO |
| 1.13% | 1.13% | $1.6M | 4,302 | $1.4M | 4,410 | -108-2.45% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.13% | 2.87% | $1.6M | 4,592 | $3.5M | 12,138 | -7,546-62.17% | Reduce |
| JJANUS HENDERSONJAAA |
| 1.13% | 1.2% | $1.6M | 32,019 | $1.5M | 28,943 | +3,076+10.63% | Add |
| TTCW ETF TRUSTXB |
| 1.12% | 1.18% | $1.6M | 40,876 | $1.4M | 36,415 | +4,461+12.25% | Add |
| IINVESCO S&P MIDCAP MOMENTUM ETFXMMO |
| 1.11% | — | $1.6M | 9,364 | $0 | 0 | +9,364 | New Buy |
| BBUILD FUNDS TRUSTBFIX |
| 1.11% | 1.19% | $1.6M | 63,473 | $1.4M | 56,971 | +6,502+11.41% | Add |
| FFRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL |
| 1.1% | 1.15% | $1.6M | 68,820 | $1.4M | 60,626 | +8,194+13.52% | Add |
