ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 445692 1925 SH SOLE 0 0 1925 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 223329 1740 SH SOLE 0 0 1740 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 6272113 25801 SH SOLE 0 0 25801 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 769726 3160 SH SOLE 0 0 3160 AMAZON COM INC COM 023135106 BBG001S5PQL7 3655987 16651 SH SOLE 0 0 16651 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 463581 1396 SH SOLE 0 0 1396 APPLE INC COM 037833100 BBG001S5N8V8 3043316 11952 SH SOLE 0 0 11952 ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 477929 3280 SH SOLE 0 0 3280 AUTOZONE INC COM 053332102 BBG001S6Q5D9 3140456 732 SH SOLE 0 0 732 AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 1441022 2008 SH SOLE 0 0 2008 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 754200 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2561964 5096 SH SOLE 0 0 5096 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 2738272 2349 SH SOLE 0 0 2349 BLACKSTONE INC COM 09260D107 BBG001S7H949 498824 2920 SH SOLE 0 0 2920 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 221457 41 SH SOLE 0 0 41 CAMECO CORP COM 13321L108 BBG001S5Y5S6 2946612 35137 SH SOLE 0 0 35137 CELESTICA INC COM 15101Q207 BBG001S9CXM7 406035 1648 SH SOLE 0 0 1648 CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 1503454 6398 SH SOLE 0 0 6398 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 270516 1742 SH SOLE 0 0 1742 CINTAS CORP COM 172908105 BBG001S7CRG1 369468 1800 SH SOLE 0 0 1800 COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 1985117 5882 SH SOLE 0 0 5882 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1024876 3114 SH SOLE 0 0 3114 CORTEVA INC COM 22052L104 BBG00BN969D0 239614 3543 SH SOLE 0 0 3543 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3150292 3403 SH SOLE 0 0 3403 EATON CORP PLC SHS G29183103 BBG001S5QZ45 523950 1400 SH SOLE 0 0 1400 ELI LILLY & CO COM 532457108 BBG001S5STL8 1587760 2081 SH SOLE 0 0 2081 EOG RES INC COM 26875P101 BBG001S5ZB93 200695 1790 SH SOLE 0 0 1790 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 5138879 139606 SH SOLE 0 0 139606 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 341339 3027 SH SOLE 0 0 3027 FORTINET INC COM 34959E109 BBG001S77BL6 1137939 13534 SH SOLE 0 0 13534 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2467579 7967 SH SOLE 0 0 7967 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 4852076 16129 SH SOLE 0 0 16129 GE VERNOVA INC COM 36828A101 BBG013G17W77 4292698 6981 SH SOLE 0 0 6981 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 305195 895 SH SOLE 0 0 895 GLOBAL X FDS DEFENSE TECH ETF 37960A529 BBG01J6K2RX8 1928545 27457 SH SOLE 0 0 27457 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2100626 2638 SH SOLE 0 0 2638 GRAINGER W W INC COM 384802104 BBG001S5RRD2 1444452 1516 SH SOLE 0 0 1516 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 603824 1417 SH SOLE 0 0 1417 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 2531882 12903 SH SOLE 0 0 12903 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3612110 12802 SH SOLE 0 0 12802 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 2040264 4562 SH SOLE 0 0 4562 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 326588 544 SH SOLE 0 0 544 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 1583912 21766 SH SOLE 0 0 21766 ISHARES INC MSCI GERMANY ETF 464286806 BBG001S8SJC4 339581 8161 SH SOLE 0 0 8161 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 302147 451 SH SOLE 0 0 451 ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 2969136 25816 SH SOLE 0 0 25816 ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 360686 1330 SH SOLE 0 0 1330 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 3241939 16552 SH SOLE 0 0 16552 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 2406499 7629 SH SOLE 0 0 7629 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 413932 3091 SH SOLE 0 0 3091 LINDE PLC SHS G54950103 BBG01FND0CH6 771319 1624 SH SOLE 0 0 1624 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 234629 470 SH SOLE 0 0 470 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 1480963 1917 SH SOLE 0 0 1917 MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 3770261 1613 SH SOLE 0 0 1613 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 3096460 4216 SH SOLE 0 0 4216 MICROSOFT CORP COM 594918104 BBG001S5TD05 5847726 11290 SH SOLE 0 0 11290 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 268497 4298 SH SOLE 0 0 4298 MP MATERIALS CORP COM CL A 553368101 BBG00TJGL0T5 1026507 15305 SH SOLE 0 0 15305 NETFLIX INC COM 64110L106 BBG001SF6L46 1555000 1297 SH SOLE 0 0 1297 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 355853 584 SH SOLE 0 0 584 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3195899 17129 SH SOLE 0 0 17129 ORACLE CORP COM 68389X105 BBG001S5SJG6 223305 794 SH SOLE 0 0 794 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 2812917 15420 SH SOLE 0 0 15420 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 3218622 15807 SH SOLE 0 0 15807 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 836998 1104 SH SOLE 0 0 1104 PAYCHEX INC COM 704326107 BBG001S5V135 467956 3692 SH SOLE 0 0 3692 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 258132 1680 SH SOLE 0 0 1680 PROGRESSIVE CORP COM 743315103 BBG001S5V509 1850500 7493 SH SOLE 0 0 7493 PROSHARES TR ULTRAPRO QQQ 74347X831 BBG001T6S396 252511 2442 SH SOLE 0 0 2442 RESMED INC COM 761152107 BBG001SBGRC2 2136485 7805 SH SOLE 0 0 7805 ROCKET LAB CORP COM 773121108 BBG01V7JN489 213583 4458 SH SOLE 0 0 4458 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 3054272 18253 SH SOLE 0 0 18253 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 4866500 41113 SH SOLE 0 0 41113 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1528461 9910 SH SOLE 0 0 9910 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 2172483 9066 SH SOLE 0 0 9066 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 1141257 13086 SH SOLE 0 0 13086 SERVICENOW INC COM 81762P102 BBG001T4JFC0 2746116 2984 SH SOLE 0 0 2984 SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 456944 3765 SH SOLE 0 0 3765 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1706256 4800 SH SOLE 0 0 4800 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 690316 1036 SH SOLE 0 0 1036 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 BBG001SQDKH2 224652 2028 SH SOLE 0 0 2028 SPINNAKER ETF SERIES SELECT STOXX EUR 84858T772 BBG01Q6GGV58 1160300 24703 SH SOLE 0 0 24703 STERLING INFRASTRUCTURE INC COM 859241101 BBG001SC9C40 212300 625 SH SOLE 0 0 625 STRYKER CORPORATION COM 863667101 BBG001S8FR03 2997145 8107 SH SOLE 0 0 8107 UNION PAC CORP COM 907818108 BBG001S5X2M0 522264 2210 SH SOLE 0 0 2210 UNITED RENTALS INC COM 911363109 BBG001SBGZ25 334131 350 SH SOLE 0 0 350 VANECK MERK GOLD ETF GOLD SHS 921078101 BBG002WYN9L7 2071298 55695 SH SOLE 0 0 55695 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 256922 590 SH SOLE 0 0 590 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 4135383 6753 SH SOLE 0 0 6753 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 2129579 16227 SH SOLE 0 0 16227 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 683167 915 SH SOLE 0 0 915 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 1836620 12174 SH SOLE 0 0 12174 VISA INC COM CL A 92826C839 BBG001SRCFY3 2699800 7908 SH SOLE 0 0 7908 VISTRA CORP COM 92840M102 BBG00DXDL6R0 1400017 7146 SH SOLE 0 0 7146