BLOOM ENERGY CORP BE
6.97% 4.93% $5.4M 17,900 $3.0M 21,900 -4,000 -18.26% Reduce ALPHABET INC GOOGL
5.52% 5.73% $4.3M 12,000 $3.5M 12,000 0 0.00% Unchanged QUANTA SVCS INC PWR
5.19% 5.1% $4.0M 5,600 $3.1M 5,600 0 0.00% Unchanged NVIDIA CORPORATION NVDA
4.99% 5.62% $3.9M 19,400 $3.4M 19,400 0 0.00% Unchanged PALO ALTO PANW
4.39% 2.66% $3.4M 10,000 $1.6M 10,000 0 0.00% Unchanged APPLIED MATLS INC AMAT
4.07% 2.48% $3.2M 4,375 $1.5M 4,375 0 0.00% Unchanged ELI LILLY & CO LLY
4.01% 3.97% $3.1M 2,600 $2.4M 2,600 0 0.00% Unchanged JPMORGAN CHASE & CO JPM
3.58% 4.15% $2.8M 8,500 $2.5M 8,500 0 0.00% Unchanged GE VERNOVA INC GEV
3.48% 3.33% $2.7M 2,300 $2.0M 2,300 0 0.00% Unchanged AMAZON COM INC AMZN
3.37% 3.8% $2.6M 11,000 $2.3M 11,000 0 0.00% Unchanged ASML HLDG NV ASML
3.26% 2.8% $2.5M 1,275 $1.7M 1,275 0 0.00% Unchanged WALMART INC WMT
3.24% 4.58% $2.5M 22,200 $2.8M 22,200 0 0.00% Unchanged CURTISS WRIGHT CORP CW
2.93% 3.39% $2.3M 3,000 $2.0M 3,000 0 0.00% Unchanged MICROSOFT CORP MSFT
2.64% 3.38% $2.1M 5,500 $2.0M 5,500 0 0.00% Unchanged I INTERNATIONAL BUSINESS MACHS IBM
2.53% 2.82% $2.0M 7,000 $1.7M 7,000 0 0.00% Unchanged BLACKROCK INC COM BLK
2.35% 3.03% $1.8M 1,900 $1.8M 1,900 0 0.00% Unchanged V VANECK ETF TRUST GDX
2.33% 3.66% $1.8M 24,000 $2.2M 24,000 0 0.00% Unchanged APPLE INC AAPL
2.2% 2.49% $1.7M 5,900 $1.5M 5,900 0 0.00% Unchanged TESLA INC TSLA
2.16% 2.47% $1.7M 4,000 $1.5M 4,000 0 0.00% Unchanged I INVESCO EXCHANGE TRADED FD T RSP
2.05% 2.39% $1.6M 7,500 $1.4M 7,500 0 0.00% Unchanged MCKESSON CORP COM MCK
1.99% 2.95% $1.5M 2,050 $1.8M 2,050 0 0.00% Unchanged CONSTELLATION ENERGY CORP CEG
1.76% 2.55% $1.4M 5,500 $1.5M 5,500 0 0.00% Unchanged LINDE PLC LIN
1.67% 2.06% $1.3M 2,500 $1.2M 2,500 0 0.00% Unchanged ROSS STORES INC COM ROST
1.64% 2.16% $1.3M 6,000 $1.3M 6,000 0 0.00% Unchanged EXXON MOBIL CORP XOM
1.56% 2.49% $1.2M 8,852 $1.5M 8,852 0 0.00% Unchanged PALANTIR TECHNOLOGIES INC PLTR
1.5% 2.43% $1.2M 10,000 $1.5M 10,000 0 0.00% Unchanged FREEPORT MCMORAN INC FCX
1.38% — $1.1M 17,000 $0 0 +17,000 New Buy T THERMO FISHER SCIENTIFIC INC TMO
1.35% 1.71% $1.1M 2,100 $1.0M 2,100 0 0.00% Unchanged CELESTICA INC CLS
1.31% — $1.0M 2,800 $0 0 +2,800 New Buy MP MATERIALS CORP MP
1.3% — $1.0M 18,000 $0 0 +18,000 New Buy MICRON TECHNOLOGY INC MU
1.26% — $981,147 850 $0 0 +850 New Buy N NEXTERA ENERGY INC NEE
1.24% 1.7% $965,470 11,000 $1.0M 11,000 0 0.00% Unchanged S STATE STREET SPDR S&P BIOTECH ETF XBI
1.22% 1.27% $949,500 6,000 $766,380 6,000 0 0.00% Unchanged CVS HEALTH CORP CVS
1.2% — $931,050 9,000 $0 0 +9,000 New Buy MARVELL TECHNOLOGY INC MRVL
1.15% — $893,670 3,000 $0 0 +3,000 New Buy CHENIERE ENERGY INC LNG
1.08% 1.65% $836,535 3,500 $993,160 3,500 0 0.00% Unchanged SLB LIMITED SLB
1.02% 1.45% $790,330 17,000 $873,630 17,000 0 0.00% Unchanged I ISHARES BIOTECHNOLOGY IBB
0.98% 1.12% $760,760 4,000 $675,400 4,000 0 0.00% Unchanged S STATE STREET SPDR S&P METALS & MINING ETF XME
0.96% 1.26% $748,510 7,000 $756,070 7,000 0 0.00% Unchanged APOLLO GLOBAL MGMT INC COM APO
0.91% 1.11% $709,860 6,000 $668,520 6,000 0 0.00% Unchanged BLACKSTONE INC BX
0.91% 1.15% $706,020 6,000 $689,940 6,000 0 0.00% Unchanged G GLOBAL X URANIUM ETF URA
0.7% — $546,250 12,500 $0 0 +12,500 New Buy BROADCOM INC AVGO
0.49% — $377,750 1,000 $0 0 +1,000 New Buy B BANK OF AMER CORP BAC
0.15% 0.16% $113,960 2,000 $97,500 2,000 0 0.00% Unchanged 
