 ELI LILLY & COLLY |
| 8.42% | 6.79% | $11.5M | 9,659 | $8.6M | 9,310 | +349+3.75% | Add |
| SSPDR SERIES TRUSTBIL |
| 6.87% | 9.64% | $9.4M | 102,715 | $12.2M | 132,585 | -29,870-22.53% | Reduce |
 APPLE INCAAPL |
| 5.53% | 5.27% | $7.6M | 26,168 | $6.6M | 26,175 | -7-0.03% | Reduce |
 JPMORGAN CHASE & COJPM |
| 4.58% | 4.45% | $6.3M | 19,168 | $5.6M | 19,080 | +88+0.46% | Add |
 MICROSOFT CORPMSFT |
| 4.35% | 4.65% | $6.0M | 15,970 | $5.9M | 15,835 | +135+0.85% | Add |
 RYDER SYS INCR |
| 2.89% | 2.44% | $4.0M | 15,020 | $3.1M | 15,000 | +20+0.13% | Add |
 AMAZON COM INCAMZN |
| 2.57% | 1.42% | $3.5M | 14,990 | $1.8M | 8,616 | +6,374+73.98% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.33% | 3.03% | $3.2M | 8,089 | $3.8M | 7,887 | +202+2.56% | Add |
 AFLAC INC COMAFL |
| 1.75% | 1.78% | $2.4M | 20,493 | $2.2M | 20,493 | 00.00% | Unchanged |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 1.72% | 1.7% | $2.4M | 47,165 | $2.1M | 45,583 | +1,582+3.47% | Add |
 BROADCOM INCAVGO |
| 1.55% | 1.47% | $2.1M | 5,602 | $1.8M | 5,972 | -370-6.20% | Reduce |
 MERCK & CO INCMRK |
| 1.5% | 1.44% | $2.1M | 15,999 | $1.8M | 15,053 | +946+6.28% | Add |
| SSPDR GOLD TRGLD |
| 1.39% | 1.8% | $1.9M | 5,182 | $2.3M | 5,282 | -100-1.89% | Reduce |
 CHURCH & DWIGHTCHD |
| 1.37% | 1.43% | $1.9M | 19,331 | $1.8M | 19,331 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 1.34% | 1.48% | $1.8M | 9,699 | $1.9M | 9,676 | +23+0.24% | Add |
 SIMON PPTY GROUP INC NEW COMSPG |
| 1.18% | 1.07% | $1.6M | 7,200 | $1.3M | 7,200 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.15% | 2.15% | $1.6M | 4,188 | $2.7M | 4,165 | +23+0.55% | Add |
| BBANCO BBVA ARGENTINA S ABBAR |
| 1.13% | 0.99% | $1.5M | 77,403 | $1.2M | 77,403 | 00.00% | Unchanged |
 CORNING INCGLW |
| 1.11% | 0.76% | $1.5M | 5,938 | $953,693 | 7,014 | -1,076-15.34% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.09% | 0.81% | $1.5M | 954 | $1.0M | 1,610 | -656-40.75% | Reduce |
 BLOCK INCXYZ |
| 1.06% | 0.47% | $1.5M | 19,617 | $586,634 | 9,748 | +9,869+101.24% | Add |
 ABBVIE INCABBV |
| 1.06% | 0.98% | $1.5M | 5,763 | $1.2M | 5,656 | +107+1.89% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.02% | 0.51% | $1.4M | 3,353 | $646,886 | 2,390 | +963+40.29% | Add |
 BOEING COBA |
| 1% | 0.36% | $1.4M | 6,220 | $451,997 | 2,271 | +3,949+173.89% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.93% | 0.7% | $1.3M | 2,669 | $875,966 | 2,592 | +77+2.97% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.93% | 0.87% | $1.3M | 4,525 | $1.1M | 4,516 | +9+0.20% | Add |
 MSC INDL DIRECT INCMSM |
| 0.9% | 0.59% | $1.2M | 10,887 | $738,990 | 8,009 | +2,878+35.93% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.89% | 0.61% | $1.2M | 4,959 | $773,678 | 3,718 | +1,241+33.38% | Add |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 0.88% | 0.99% | $1.2M | 26,880 | $1.2M | 26,880 | 00.00% | Unchanged |
| BBANCO MACRO S ABMA |
| 0.85% | 1.21% | $1.2M | 21,980 | $1.5M | 19,787 | +2,193+11.08% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.84% | 1.15% | $1.2M | 4,549 | $1.4M | 5,925 | -1,376-23.22% | Reduce |
 JACOBS SOLUTIONS INCJ |
| 0.84% | 0.92% | $1.2M | 9,150 | $1.2M | 9,150 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.93% | $1.1M | 3,423 | $1.2M | 4,084 | -661-16.19% | Reduce |
 ALPHABET INCGOOGL |
| 0.82% | 0.8% | $1.1M | 3,150 | $1.0M | 3,512 | -362-10.31% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.76% | 0.83% | $1.0M | 4,291 | $1.0M | 4,229 | +62+1.47% | Add |
 TARGA RES CORPTRGP |
| 0.75% | 0.9% | $1.0M | 3,954 | $1.1M | 4,532 | -578-12.75% | Reduce |
 WILLIAMS COS INCWMB |
| 0.74% | 0.78% | $1.0M | 13,711 | $978,963 | 13,451 | +260+1.93% | Add |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.73% | 0.75% | $1.0M | 16,658 | $949,006 | 16,658 | 00.00% | Unchanged |
| CCARPENTER TECHNOLOGY CORPCRS |
| 0.71% | — | $975,083 | 1,670 | $0 | 0 | +1,670 | New Buy |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.67% | 0.33% | $920,096 | 7,777 | $409,914 | 3,679 | +4,098+111.39% | Add |
 PAMPA ENERGIA S APAM |
| 0.67% | 0.79% | $918,564 | 11,202 | $991,377 | 11,202 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 0.62% | 0.88% | $853,438 | 9,705 | $1.1M | 12,002 | -2,297-19.14% | Reduce |
 KIRBY CORPKEX |
| 0.61% | 0.6% | $837,952 | 6,314 | $761,402 | 5,730 | +584+10.19% | Add |
 CISCO SYS INCCSCO |
| 0.61% | 0.42% | $836,432 | 7,121 | $530,560 | 6,838 | +283+4.14% | Add |
| IINVESCO QQQ TRVOO |
| 0.6% | 0.84% | $824,406 | 2,167 | $1.1M | 1,836 | +331+18.03% | Add |
 CHEVRON CORPORATIONCVX |
| 0.58% | 0.83% | $799,895 | 4,825 | $1.0M | 5,028 | -203-4.04% | Reduce |
 TRAVELERS COSTRV |
| 0.55% | 0.71% | $754,324 | 2,285 | $892,832 | 3,061 | -776-25.35% | Reduce |
| IISHARES MSCI ACWI EX U.S. ETFACWX |
| 0.55% | 0.59% | $750,365 | 13,707 | $748,719 | 10,935 | +2,772+25.35% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.54% | 0.56% | $738,944 | 2,086 | $704,287 | 2,052 | +34+1.66% | Add |
 CENTURY ALUM COCENX |
| 0.53% | 0.57% | $727,424 | 16,818 | $719,539 | 12,260 | +4,558+37.18% | Add |
