| NVDA Nvidia Corp. | 17.72% | 35,360 | $4.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.65% | 5,324 | $3.1M | No change |
| TSLA Tesla Inc. | 11.36% | 7,538 | $3.0M | No change |
| VOO Vanguard S&P 500 ETF | 10.85% | 5,396 | $2.9M | No change |
| AAPL Apple Inc. | 7.96% | 8,518 | $2.1M | No change |
| QQQ Invesco QQQ Trust Series 1 | 5.34% | 2,801 | $1.4M | Add +1.8% |
| MSFT Microsoft Corp. | 4.01% | 2,547 | $1.1M | No change |
| AMZN Amazon.com Inc. | 3.63% | 4,429 | $972K | Add +0.5% |
| LLY Eli Lilly & Co. | 3.28% | 1,139 | $879K | No change |
| XLE SS Energy Select Sector | 3.02% | 9,444 | $809K | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 2.95% | 3,261 | $790K | Add +0.7% |
| ZBRA Zebra Technologies Corp. Class A | 2.40% | 1,662 | $642K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.12% | 1,254 | $568K | No change |
| ARKQ ARK Autonomous Tech & Robot | 1.99% | 6,886 | $532K | No change |
| RSP Invesco S&P 500 Equal Weight | 1.88% | 2,867 | $502K | Reduce -16.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.72% | 7,512 | $461K | No change |
| FTNT Fortinet Inc. | 1.46% | 4,150 | $392K | No change |
| PLTR Palantir Technologies Inc. Class A | 1.35% | 4,765 | $360K | New |
| VEEV Veeva Systems Inc. Class A | 1.31% | 1,670 | $351K | No change |
| AZN Astrazeneca PLC-Spons ADR | 1.12% | 4,590 | $301K | No change |
| IWM iShares Russell 2000 ETF | 0.99% | 1,195 | $264K | Add +3.1% |
| ARKW ARK Next Generation Technolo | 0.97% | 2,400 | $259K | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.93% | 1,312 | $248K | No change |