BLOOM ENERGY CORP BE
5.95% 3.25% $46.9M 154,875 $21.6M 159,575 -4,700 -2.95% Reduce MICROSOFT CORP MSFT
5.1% 6.87% $40.2M 107,830 $45.8M 123,668 -15,838 -12.81% Reduce ALPHABET INC GOOGL
3.94% 3.79% $31.0M 86,825 $25.2M 87,710 -885 -1.01% Reduce A Alphabet Inc Class C GOOG
3.84% 5.44% $30.3M 85,673 $36.2M 126,319 -40,646 -32.18% Reduce ADVANCED MICRO DEVICES INC AMD
3.78% 1.57% $29.8M 51,335 $10.5M 51,385 -50 -0.10% Reduce APPLE INC AAPL
3.67% 4.05% $28.9M 99,923 $27.0M 106,370 -6,447 -6.06% Reduce AMAZON COM INC AMZN
3.34% 3.45% $26.3M 110,437 $23.0M 110,251 +186 +0.17% Add JPMORGAN CHASE & CO JPM
3.03% 3.19% $23.9M 72,948 $21.3M 72,247 +701 +0.97% Add AMERICAN EXPRESS CO AXP
2.05% 2.32% $16.2M 47,791 $15.5M 51,094 -3,303 -6.46% Reduce PALO ALTO PANW
2.03% 1.22% $16.0M 47,036 $8.1M 50,636 -3,600 -7.11% Reduce Q QXO INC QXO
2% 1.95% $15.7M 910,228 $13.0M 668,051 +242,177 +36.25% Add MASTERCARD INCORPORATED MA
1.88% 2.35% $14.8M 28,837 $15.7M 31,337 -2,500 -7.98% Reduce QUANTA SVCS INC PWR
1.85% 1.68% $14.6M 20,281 $11.2M 20,326 -45 -0.22% Reduce EXXON MOBIL CORP XOM
1.78% 2.68% $14.1M 102,822 $17.8M 105,044 -2,222 -2.12% Reduce I ISHARES TR ISHARES SEMICDTR SOXX
1.7% 1.14% $13.4M 20,887 $7.6M 23,046 -2,159 -9.37% Reduce M MKS INC. MKSI
1.68% 1.8% $13.2M 29,770 $12.0M 52,220 -22,450 -42.99% Reduce V VANGUARD INDEX FDS VOO
1.57% 1.23% $12.4M 18,075 $8.2M 13,663 +4,412 +32.29% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
1.53% 1.5% $12.1M 25,303 $10.0M 29,474 -4,171 -14.15% Reduce BOEING CO BA
1.52% 1.75% $12.0M 55,467 $11.7M 58,550 -3,083 -5.27% Reduce ELI LILLY & CO LLY
1.49% 0.78% $11.7M 9,793 $5.2M 5,656 +4,137 +73.14% Add BLACKSTONE INC BX
1.44% 1.91% $11.3M 96,204 $12.7M 110,374 -14,170 -12.84% Reduce S STATE STREET SPDR S&P METALS & MINING ETF XME
1.38% 1.55% $10.9M 101,712 $10.4M 95,850 +5,862 +6.12% Add CAPITAL ONE FINL CORP COF
1.27% 1.29% $10.0M 50,000 $8.6M 47,226 +2,774 +5.87% Add BROADCOM INC AVGO
1.13% 0.83% $8.9M 23,542 $5.6M 17,951 +5,591 +31.15% Add NVIDIA CORPORATION NVDA
1.04% 1.4% $8.2M 41,041 $9.3M 53,351 -12,310 -23.07% Reduce VANECK ETF TRUST SMH
0.95% 0.72% $7.5M 11,411 $4.8M 12,520 -1,109 -8.86% Reduce RTX CORPORATION RTX
0.94% 0.88% $7.4M 39,062 $5.9M 30,400 +8,662 +28.49% Add GE VERNOVA INC GEV
0.81% 0.53% $6.4M 5,434 $3.5M 4,025 +1,409 +35.01% Add REDDIT INC CL A RDDT
0.74% 0.66% $5.8M 33,485 $4.4M 32,658 +827 +2.53% Add APOLLO GLOBAL MGMT INC COM APO
0.72% 0.92% $5.7M 48,133 $6.2M 55,222 -7,089 -12.84% Reduce LINDE PLC LIN
0.71% 0.77% $5.6M 10,759 $5.1M 10,359 +400 +3.86% Add CORNING INC GLW
0.66% 0.53% $5.2M 20,398 $3.5M 26,095 -5,697 -21.83% Reduce MCKESSON CORP COM MCK
0.65% 0.89% $5.1M 6,759 $5.9M 6,834 -75 -1.10% Reduce S STATE STREET SPDR S&P BIOTECH ETF XBI
0.64% 0.05% $5.1M 31,985 $357,644 2,800 +29,185 +1,042.32% Add FLOWERS FOODS INC FLO
0.59% 0.72% $4.7M 589,705 $4.8M 589,705 0 0.00% Unchanged PERSONALIS INC PSNL
0.58% 0.32% $4.6M 339,733 $2.2M 339,733 0 0.00% Unchanged I INVESCO EXCHANGE TRADED FD T RSP
0.52% 0.51% $4.1M 19,345 $3.4M 17,820 +1,525 +8.56% Add I INTERNATIONAL BUSINESS MACHS IBM
0.52% 0.67% $4.1M 14,566 $4.4M 18,291 -3,725 -20.37% Reduce EDWARDS LIFESCIENCES CORP EW
0.51% 0.57% $4.1M 44,831 $3.8M 47,531 -2,700 -5.68% Reduce ASML HLDG NV ASML
0.51% 0.37% $4.0M 2,011 $2.5M 1,861 +150 +8.06% Add BLACKROCK INC COM BLK
0.49% 0.58% $3.9M 4,015 $3.9M 4,015 0 0.00% Unchanged ILLINOIS TOOL ITW
0.48% 0.55% $3.8M 13,900 $3.7M 14,125 -225 -1.59% Reduce UBER TECHNOLOGIES INC UBER
0.47% 0.02% $3.7M 50,990 $132,783 1,846 +49,144 +2,662.19% Add WALMART INC WMT
0.43% 0.56% $3.4M 30,188 $3.7M 30,173 +15 +0.05% Add PILGRIMS PRIDE CORP NEW PPC
0.42% — $3.3M 117,602 $0 0 +117,602 New Buy I ISHARES SILVER TR SLV
0.42% 0.63% $3.3M 61,322 $4.2M 62,022 -700 -1.13% Reduce Pdd Holdings Inc ADR PDD
0.41% — $3.3M 42,842 $0 0 +42,842 New Buy EATON CORP PLC ETN
0.41% 0.4% $3.2M 7,549 $2.7M 7,482 +67 +0.90% Add CURTISS WRIGHT CORP CW
0.41% 0.38% $3.2M 4,223 $2.5M 3,723 +500 +13.43% Add JOHNSON & JOHNSON JNJ
0.41% 0.65% $3.2M 12,573 $4.4M 17,814 -5,241 -29.42% Reduce 
