AT&T INC COM 00206R102 371246 15215 SH SOLE 0 0 15215 ABBVIE INC COM 00287Y109 413051 1579 SH SOLE 0 0 1579 ALPHABET INC CAP STK CL A 02079K305 6393350 18581 SH SOLE 0 0 18581 AMAZON COM INC COM 023135106 8561541 34363 SH SOLE 0 0 34363 AMERICAN EXPRESS CO COM 025816109 280988 924 SH SOLE 0 0 924 AMERICAN WTR WKS CO INC NEW COM 030420103 324452 2506 SH SOLE 0 0 2506 APPLE INC COM 037833100 8060083 24203 SH SOLE 0 0 24203 ARISTA NETWORKS INC COM SHS 040413205 271996 1336 SH SOLE 0 0 1336 ARQIT QUANTUM INC COM NEW G0567U127 3333393 138545 SH SOLE 0 0 138545 BANK OF AMER CORP COM 060505104 2064367 37927 SH SOLE 0 0 37927 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 383919 771 SH SOLE 0 0 771 BHP BILLITON LIMITED SPONSORED ADS 088606108 7750049 91349 SH SOLE 0 0 91349 CECO ENVIRONMENTAL CORP COM 125141101 221803 3185 SH SOLE 0 0 3185 CINCINNATI FINL CORP COM 172062101 331649 2081 SH SOLE 0 0 2081 CME GROUP INC COM 12572Q105 243117 928 SH SOLE 0 0 928 SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 1566120 14113 SH SOLE 0 0 14113 CORNING INC COM 219350105 3587067 23329 SH SOLE 0 0 23329 CROWDSTRIKE HLDGS INC CL A 22788C105 8134179 30724 SH SOLE 0 0 30724 CUMMINS INC COM 231021106 394143 763 SH SOLE 0 0 763 DEVON ENERGY CORP NEW COM 25179M103 325963 7080 SH SOLE 0 0 7080 DIGITALOCEAN HLDGS INC COM 25402D102 2928844 21957 SH SOLE 0 0 21957 ELI LILLY & CO COM 532457108 3151886 2724 SH SOLE 0 0 2724 EMERSON ELEC CO COM 291011104 1803658 11629 SH SOLE 0 0 11629 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 8620454 140170 SH SOLE 0 0 140170 FIFTH THIRD BANCORP COM 316773100 364429 7205 SH SOLE 0 0 7205 FREEPORT MCMORAN INC CL B 35671D857 6786850 96955 SH SOLE 0 0 96955 GAP INC COM 364760108 1010305 44234 SH SOLE 0 0 44234 GE VERNOVA INC COM 36828A101 6788400 7142 SH SOLE 0 0 7142 GENERAC HLDGS INC COM 368736104 475571 2298 SH SOLE 0 0 2298 GOLDMAN SACHS GROUP INC COM 38141G104 3136854 3484 SH SOLE 0 0 3484 HCA HEALTHCARE INC COM 40412C101 6711767 15728 SH SOLE 0 0 15728 HERSHEY CO COM 427866108 230741 1464 SH SOLE 0 0 1464 HEWLETT PACKARD ENTERPRISE C COM 42824C109 939758 14709 SH SOLE 0 0 14709 INTERNATIONAL BUSINESS MACHS COM 459200101 2078119 9449 SH SOLE 0 0 9449 INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 492028 30485 SH SOLE 0 0 30485 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 505268 27762 SH SOLE 0 0 27762 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 1170498 59887 SH SOLE 0 0 59887 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 1183205 60615 SH SOLE 0 0 60615 INVESCO QQQ TR UNIT SER 1 46090E103 206396 279 SH SOLE 0 0 279 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 327483 4052 SH SOLE 0 0 4052 IRON MTN INC DEL COM 46284V101 1617207 14576 SH SOLE 0 0 14576 ISHARES TR ISHARES BIOTECH 464287556 976017 4636 SH SOLE 0 0 4636 ISHARES TR S&P 500 GRWT ETF 464287309 1399885 9840 SH SOLE 0 0 9840 KLA CORP COM NEW 482480100 7351395 37713 SH SOLE 0 0 37713 MARRIOTT INTL INC NEW CL A 571903202 382701 1076 SH SOLE 0 0 1076 MICROSOFT CORP COM 594918104 264144 515 SH SOLE 0 0 515 NEXTERA ENERGY INC COM 65339F101 307580 4061 SH SOLE 0 0 4061 NIKE INC CL B 654106103 1553848 43894 SH SOLE 0 0 43894 NUCOR CORP COM 670346105 469604 2009 SH SOLE 0 0 2009 NVIDIA CORPORATION COM 67066G104 3783800 16568 SH SOLE 0 0 16568 ORACLE CORP COM 68389X105 231625 1687 SH SOLE 0 0 1687 PACCAR INC COM 693718108 245974 2240 SH SOLE 0 0 2240 PALANTIR TECHNOLOGIES INC CL A 69608A108 4150078 22187 SH SOLE 0 0 22187 PHILIP MORRIS INTL INC COM 718172109 2565193 13443 SH SOLE 0 0 13443 POLARIS INC COM 731068102 261219 5009 SH SOLE 0 0 5009 SELECT SECTOR SPDR TR ST STR REAL ETF 81369Y860 387254 9466 SH SOLE 0 0 9466 REDWIRE CORPORATION COM 75776W103 2278791 218275 SH SOLE 0 0 218275 RIGETTI COMPUTING INC COMMON STOCK 76655K103 2402695 152649 SH SOLE 0 0 152649 ROYAL CARIBBEAN GROUP COM V7780T103 226513 852 SH SOLE 0 0 852 SALESFORCE INC COM 79466L302 17246217 75124 SH SOLE 0 0 75124 SEALSQ CORP ORD SHS G79483106 2073411 886073 SH SOLE 0 0 886073 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 915531 5436 SH SOLE 0 0 5436 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 386947 2317 SH SOLE 0 0 2317 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 802192 15022 SH SOLE 0 0 15022 SERVICENOW INC COM 81762P102 8821208 65825 SH SOLE 0 0 65825 SOUNDHOUND AI INC CLASS A COM 836100107 88410 14686 SH SOLE 0 0 14686 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 6210152 41165 SH SOLE 0 0 41165 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 1304774 11988 SH SOLE 0 0 11988 SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 660242 13557 SH SOLE 0 0 13557 SPDR GOLD TR GOLD SHS 78463V107 6585866 17293 SH SOLE 0 0 17293 STARBUCKS CORP COM 855244109 354699 3775 SH SOLE 0 0 3775 STERLING INFRASTRUCTURE INC COM 859241101 327034 665 SH SOLE 0 0 665 STRATEGY INC CL A NEW 594972408 5715615 37335 SH SOLE 0 0 37335 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 4469560 22833 SH SOLE 0 0 22833 COCA COLA CO COM 191216100 437975 5088 SH SOLE 0 0 5088 TJX COS INC NEW COM 872540109 236703 1789 SH SOLE 0 0 1789 US BANCORP COM NEW 902973304 456824 7909 SH SOLE 0 0 7909 UNITED PARCEL SVCS INC CL B 911312106 8403433 89934 SH SOLE 0 0 89934 VANGUARD STAR FDS VG TL INTL STK F 921909768 238670 2809 SH SOLE 0 0 2809 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 470315 1257 SH SOLE 0 0 1257 VERTIV HOLDINGS CO COM CL A 92537N108 7922931 32833 SH SOLE 0 0 32833 WILLIAMS COS INC COM 969457100 353988 5208 SH SOLE 0 0 5208