ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 341765 1923 SH SOLE 0 0 1923 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 347941 2590 SH SOLE 0 0 2590 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4843782 25588 SH SOLE 0 0 25588 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 598425 3142 SH SOLE 0 0 3142 AMAZON COM INC COM 023135106 BBG001S5PQL7 4213531 19206 SH SOLE 0 0 19206 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 420236 1416 SH SOLE 0 0 1416 AMPLIFY COMMODITY TRUST BREAKWAVE DRY BU 03210A107 BBG00KDXJDM5 63834 10499 SH SOLE 0 0 10499 APPLE INC COM 037833100 BBG001S5N8V8 3547384 14166 SH SOLE 0 0 14166 ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 716235 6480 SH SOLE 0 0 6480 AUTOZONE INC COM 053332102 BBG001S6Q5D9 2337460 730 SH SOLE 0 0 730 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 680920 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2379720 5250 SH SOLE 0 0 5250 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 2310931 2254 SH SOLE 0 0 2254 BLACKSTONE INC COM 09260D107 BBG001S7H949 3040298 17633 SH SOLE 0 0 17633 CAMECO CORP COM 13321L108 BBG001S5Y5S6 423129 8234 SH SOLE 0 0 8234 CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 1073061 4994 SH SOLE 0 0 4994 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 252312 1742 SH SOLE 0 0 1742 CINTAS CORP COM 172908105 BBG001S7CRG1 566068 3098 SH SOLE 0 0 3098 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1475716 6597 SH SOLE 0 0 6597 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3093017 3376 SH SOLE 0 0 3376 EATON CORP PLC SHS G29183103 BBG001S5QZ45 537298 1619 SH SOLE 0 0 1619 ELI LILLY & CO COM 532457108 BBG001S5STL8 2118404 2744 SH SOLE 0 0 2744 EOG RES INC COM 26875P101 BBG001S5ZB93 219419 1790 SH SOLE 0 0 1790 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 1378039 55012 SH SOLE 0 0 55012 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 325657 3027 SH SOLE 0 0 3027 FORTINET INC COM 34959E109 BBG001S77BL6 1099181 11634 SH SOLE 0 0 11634 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2895625 10201 SH SOLE 0 0 10201 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 2678460 16059 SH SOLE 0 0 16059 GE VERNOVA INC COM 36828A101 BBG013G17W77 2035090 6187 SH SOLE 0 0 6187 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 275211 1044 SH SOLE 0 0 1044 GRAINGER W W INC COM 384802104 BBG001S5RRD2 2268175 2152 SH SOLE 0 0 2152 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 484667 1615 SH SOLE 0 0 1615 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 1394692 12752 SH SOLE 0 0 12752 HUNTSMAN CORP COM 447011107 BBG001SKWX22 442129 24522 SH SOLE 0 0 24522 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 2383761 10844 SH SOLE 0 0 10844 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 2311239 4428 SH SOLE 0 0 4428 IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 3457242 32890 SH SOLE 0 0 32890 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 1077635 21766 SH SOLE 0 0 21766 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 263681 448 SH SOLE 0 0 448 ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 3272445 32685 SH SOLE 0 0 32685 ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 329390 1529 SH SOLE 0 0 1529 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 2644512 16578 SH SOLE 0 0 16578 ISHARES TR US HLTHCR PR ETF 464288828 BBG001SQZ858 274760 5725 SH SOLE 0 0 5725 ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 632778 6120 SH SOLE 0 0 6120 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 841066 11644 SH SOLE 0 0 11644 LINDE PLC SHS G54950103 BBG01FND0CH6 639095 1526 SH SOLE 0 0 1526 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 318291 655 SH SOLE 0 0 655 MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 2782485 1636 SH SOLE 0 0 1636 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2497755 4266 SH SOLE 0 0 4266 MICROSOFT CORP COM 594918104 BBG001S5TD05 5779699 13712 SH SOLE 0 0 13712 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 256720 4298 SH SOLE 0 0 4298 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 287012 612 SH SOLE 0 0 612 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4310125 32096 SH SOLE 0 0 32096 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 2947389 16198 SH SOLE 0 0 16198 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 708683 1114 SH SOLE 0 0 1114 PAYCHEX INC COM 704326107 BBG001S5V135 507226 3617 SH SOLE 0 0 3617 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 306180 1826 SH SOLE 0 0 1826 PROGRESSIVE CORP COM 743315103 BBG001S5V509 1848482 7715 SH SOLE 0 0 7715 QUANTA SVCS INC COM 74762E102 BBG001S5VH85 4047985 12808 SH SOLE 0 0 12808 RESMED INC COM 761152107 BBG001SBGRC2 1806145 7898 SH SOLE 0 0 7898 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 2014223 17406 SH SOLE 0 0 17406 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 4278546 44195 SH SOLE 0 0 44195 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 1651635 19281 SH SOLE 0 0 19281 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1351969 10261 SH SOLE 0 0 10261 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 670336 16482 SH SOLE 0 0 16482 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 3564256 15887 SH SOLE 0 0 15887 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 1183271 15052 SH SOLE 0 0 15052 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 1140851 15073 SH SOLE 0 0 15073 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 660198 7846 SH SOLE 0 0 7846 SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 333925 3664 SH SOLE 0 0 3664 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1162224 4800 SH SOLE 0 0 4800 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 647705 1105 SH SOLE 0 0 1105 SPDR SER TR S&P HOMEBUILD 78464A888 BBG001SQDKH2 387319 3706 SH SOLE 0 0 3706 STRYKER CORPORATION COM 863667101 BBG001S8FR03 3004192 8344 SH SOLE 0 0 8344 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 437628 841 SH SOLE 0 0 841 UNION PAC CORP COM 907818108 BBG001S5X2M0 527651 2314 SH SOLE 0 0 2314 UNITED RENTALS INC COM 911363109 BBG001SBGZ25 316998 450 SH SOLE 0 0 450 VANECK MERK GOLD ETF GOLD SHS 921078101 BBG002WYN9L7 1409084 55695 SH SOLE 0 0 55695 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 2627647 4877 SH SOLE 0 0 4877 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 1920038 16262 SH SOLE 0 0 16262 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 568947 915 SH SOLE 0 0 915 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 289944 720 SH SOLE 0 0 720 VISA INC COM CL A 92826C839 BBG001SRCFY3 2708912 8571 SH SOLE 0 0 8571 VISTRA CORP COM 92840M102 BBG00DXDL6R0 1050040 7616 SH SOLE 0 0 7616