 NVIDIA CORPORATIONNVDA |
| 6.06% | 6.13% | $101.3M | 506,424 | $80.9M | 464,069 | +42,355+9.13% | Add |
 APPLE INCAAPL |
| 4.73% | 4.69% | $79.0M | 273,078 | $62.0M | 244,188 | +28,890+11.83% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.13% | 1.39% | $69.1M | 59,879 | $18.4M | 54,302 | +5,577+10.27% | Add |
 ALPHABET INCGOOGL |
| 3.61% | 3.7% | $60.4M | 168,979 | $48.8M | 169,781 | -802-0.47% | Reduce |
 AMAZON COM INCAMZN |
| 3.56% | 3.2% | $59.6M | 249,927 | $42.3M | 203,100 | +46,827+23.06% | Add |
 MICROSOFT CORPMSFT |
| 3.25% | 3.76% | $54.4M | 145,892 | $49.6M | 134,119 | +11,773+8.78% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.87% | 1.2% | $47.9M | 82,470 | $15.8M | 77,600 | +4,870+6.28% | Add |
 BROADCOM INCAVGO |
| 2.29% | 2.28% | $38.4M | 101,545 | $30.1M | 97,151 | +4,394+4.52% | Add |
 INTEL CORPINTC |
| 2.23% | 0.75% | $37.3M | 267,454 | $9.9M | 225,380 | +42,074+18.67% | Add |
 META PLATFORMS INCMETA |
| 2.05% | 2.32% | $34.3M | 60,897 | $30.6M | 53,547 | +7,350+13.73% | Add |
 APPLIED MATLS INCAMAT |
| 1.78% | 0.96% | $29.7M | 41,061 | $12.7M | 37,283 | +3,778+10.13% | Add |
| AAlphabet Inc Class CGOOG |
| 1.74% | 1.53% | $29.1M | 82,356 | $20.2M | 70,553 | +11,803+16.73% | Add |
 LAM RESEARCH CORPLRCX |
| 1.7% | 0.99% | $28.5M | 65,644 | $13.0M | 60,848 | +4,796+7.88% | Add |
 TESLA INCTSLA |
| 1.69% | 1.71% | $28.3M | 67,283 | $22.6M | 60,707 | +6,576+10.83% | Add |
 AMGEN INC COMAMGN |
| 1.56% | 1.66% | $26.1M | 72,203 | $22.0M | 62,410 | +9,793+15.69% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.43% | 1.48% | $24.0M | 48,265 | $19.6M | 43,902 | +4,363+9.94% | Add |
| SSANDISK CORP COMSNDK |
| 1.37% | 0.24% | $23.0M | 10,108 | $3.2M | 5,000 | +5,108+102.16% | Add |
| IISHARES GOLD TRIAU |
| 1.35% | 2.63% | $22.5M | 297,940 | $34.7M | 393,940 | -96,000-24.37% | Reduce |
| SSPDR GOLD TRGLD |
| 1.31% | 2.5% | $21.9M | 59,400 | $33.1M | 76,850 | -17,450-22.71% | Reduce |
| WWORLD GOLD TRGLD |
| 1.3% | 2.45% | $21.7M | 272,700 | $32.4M | 349,700 | -77,000-22.02% | Reduce |
 WALMART INCWMT |
| 1.28% | 1.41% | $21.5M | 189,706 | $18.7M | 149,962 | +39,744+26.50% | Add |
 CISCO SYS INCCSCO |
| 1.25% | 0.89% | $20.8M | 177,414 | $11.8M | 151,863 | +25,551+16.83% | Add |
 KLA CORPKLAC |
| 1.23% | 0.75% | $20.6M | 68,155 | $9.9M | 6,717 | +61,438+914.66% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 1.22% | 1.66% | $20.4M | 161,528 | $22.0M | 157,523 | +4,005+2.54% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1% | 1.2% | $16.7M | 17,856 | $15.9M | 15,916 | +1,940+12.19% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.96% | 0.74% | $16.0M | 33,525 | $9.8M | 28,943 | +4,582+15.83% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.93% | 0.47% | $15.6M | 24,478 | $6.3M | 23,137 | +1,341+5.80% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.92% | 0.18% | $15.4M | 51,661 | $2.4M | 24,507 | +27,154+110.80% | Add |
 NETFLIX INCNFLX |
| 0.91% | 1.46% | $15.2M | 213,137 | $19.3M | 200,337 | +12,800+6.39% | Add |
 ANALOG DEVICES INC COMADI |
| 0.85% | 0.79% | $14.1M | 35,616 | $10.5M | 32,883 | +2,733+8.31% | Add |
| IISHARES GOLD TRUST MICROIAUM |
| 0.84% | 1.18% | $14.1M | 353,000 | $15.6M | 333,000 | +20,000+6.01% | Add |
 PALO ALTOPANW |
| 0.83% | 0.5% | $14.0M | 40,920 | $6.7M | 41,604 | -684-1.64% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 0.73% | 1.25% | $12.2M | 19,498 | $16.5M | 21,361 | -1,863-8.72% | Reduce |
| GGRANITESHARES GOLD TRUSTBAR |
| 0.72% | 1.06% | $12.0M | 303,000 | $14.0M | 303,000 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.69% | 1.05% | $11.5M | 98,697 | $13.8M | 94,515 | +4,182+4.42% | Add |
 ELI LILLY & COLLY |
| 0.65% | 0.3% | $10.9M | 9,068 | $3.9M | 4,288 | +4,780+111.47% | Add |
| EETFS GOLD TRSGOL |
| 0.63% | 0.93% | $10.6M | 276,500 | $12.3M | 276,500 | 00.00% | Unchanged |
 LUMENTUM HLDGS INCLITE |
| 0.6% | 0.48% | $10.1M | 11,752 | $6.3M | 8,964 | +2,788+31.10% | Add |
 TEXAS INSTRS INCTXN |
| 0.58% | 0.44% | $9.7M | 32,461 | $5.8M | 29,917 | +2,544+8.50% | Add |
| GGOLDMAN SACHS PHYSICAL GOLDAAAU |
| 0.57% | 0.85% | $9.6M | 242,000 | $11.2M | 242,000 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 0.57% | 0.39% | $9.5M | 4,774 | $5.1M | 3,896 | +878+22.54% | Add |
| QQUALCOMM INCQCOM |
| 0.5% | 0.31% | $8.4M | 45,683 | $4.1M | 32,015 | +13,668+42.69% | Add |
 LINDE PLCLIN |
| 0.49% | 0.54% | $8.2M | 15,732 | $7.1M | 14,365 | +1,367+9.52% | Add |
| AAPPLOVIN CORPAPP |
| 0.49% | 0.46% | $8.1M | 15,756 | $6.0M | 15,188 | +568+3.74% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.47% | 0.29% | $7.8M | 10,215 | $3.8M | 9,642 | +573+5.94% | Add |
 NOVARTIS AGNVS |
| 0.46% | 0.61% | $7.7M | 49,000 | $8.1M | 53,135 | -4,135-7.78% | Reduce |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.45% | 0.68% | $7.6M | 25,269 | $9.0M | 27,266 | -1,997-7.32% | Reduce |
| PPROSHARES ULTRA GOLD ETFBITU |
| 0.44% | 0.96% | $7.3M | 166,300 | $12.6M | 205,300 | -39,000-19.00% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.43% | 0.53% | $7.2M | 28,214 | $7.0M | 28,460 | -246-0.86% | Reduce |
 ROYALTY PHARMA PLCRPRX |
| 0.4% | 0.47% | $6.8M | 120,547 | $6.3M | 130,447 | -9,900-7.59% | Reduce |
