ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 557832 2565 SH SOLE 0 0 2565 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7234507 25158 SH SOLE 0 0 25158 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1194023 4162 SH SOLE 0 0 4162 AMAZON COM INC COM 023135106 BBG001S5PQL7 3117802 14970 SH SOLE 0 0 14970 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 423987 1402 SH SOLE 0 0 1402 APPLE INC COM 037833100 BBG001S5N8V8 2899413 11424 SH SOLE 0 0 11424 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 379387 1110 SH SOLE 0 0 1110 ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 402719 3280 SH SOLE 0 0 3280 AUTOZONE INC COM 053332102 BBG001S6Q5D9 2084091 617 SH SOLE 0 0 617 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 718140 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1976221 4124 SH SOLE 0 0 4124 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 2104903 2189 SH SOLE 0 0 2189 BROADCOM INC COM 11135F101 BBG00KHY5SY8 282326 912 SH SOLE 0 0 912 CAMECO CORP COM 13321L108 BBG001S5Y5S6 4083506 37598 SH SOLE 0 0 37598 CELESTICA INC COM 15101Q207 BBG001S9CXM7 390409 1386 SH SOLE 0 0 1386 CHEVRON CORPORATION COM 166764100 BBG001S67ZC5 360420 1742 SH SOLE 0 0 1742 CIENA CORP COM NEW 171779309 BBG001S61J73 271761 700 SH SOLE 0 0 700 CORTEVA INC COM 22052L104 BBG00BN969D0 296585 3543 SH SOLE 0 0 3543 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 3518899 3532 SH SOLE 0 0 3532 EATON CORP PLC SHS G29183103 BBG001S5QZ45 500738 1400 SH SOLE 0 0 1400 ELI LILLY & CO COM 532457108 BBG001S5STL8 2313182 2515 SH SOLE 0 0 2515 EOG RES INC COM 26875P101 BBG001S5ZB93 258781 1790 SH SOLE 0 0 1790 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 5837814 130834 SH SOLE 0 0 130834 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 513628 3027 SH SOLE 0 0 3027 FORTINET INC COM 34959E109 BBG001S77BL6 958903 11734 SH SOLE 0 0 11734 FREEPORT MCMORAN INC CL B 35671D857 BBG001S5R3F3 243758 4147 SH SOLE 0 0 4147 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 4151924 14631 SH SOLE 0 0 14631 GE VERNOVA INC COM 36828A101 BBG013G17W77 5768957 6609 SH SOLE 0 0 6609 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 307182 895 SH SOLE 0 0 895 GENMAB A/S SPONSORED ADS 372303206 BBG004MPKMY3 1144139 42644 SH SOLE 0 0 42644 GLOBAL X FDS DEFENSE TECH ETF 37960A529 BBG01J6K2RX8 1741877 24589 SH SOLE 0 0 24589 GLOBAL X FDS GLOBAL X COPPER 37954Y830 BBG001T8JBX7 805875 10555 SH SOLE 0 0 10555 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2227446 2633 SH SOLE 0 0 2633 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 672596 1421 SH SOLE 0 0 1421 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 3367126 14610 SH SOLE 0 0 14610 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 229113 497 SH SOLE 0 0 497 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 1918891 21766 SH SOLE 0 0 21766 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 1857714 23617 SH SOLE 0 0 23617 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 1565176 22970 SH SOLE 0 0 22970 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 282051 432 SH SOLE 0 0 432 ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 1701416 21254 SH SOLE 0 0 21254 ISHARES TR U.S. FINLS ETF 464287788 BBG001SFC802 287091 2440 SH SOLE 0 0 2440 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 2936072 16184 SH SOLE 0 0 16184 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 269143 915 SH SOLE 0 0 915 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 906911 4245 SH SOLE 0 0 4245 LINDE PLC SHS G54950103 BBG01FND0CH6 808162 1630 SH SOLE 0 0 1630 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 284064 470 SH SOLE 0 0 470 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 2048807 2368 SH SOLE 0 0 2368 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2288342 4000 SH SOLE 0 0 4000 MICROSOFT CORP COM 594918104 BBG001S5TD05 4095952 11065 SH SOLE 0 0 11065 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 247737 4298 SH SOLE 0 0 4298 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 398459 584 SH SOLE 0 0 584 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3369077 19318 SH SOLE 0 0 19318 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 988345 1104 SH SOLE 0 0 1104 PAYCHEX INC COM 704326107 BBG001S5V135 339068 3681 SH SOLE 0 0 3681 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 252048 1745 SH SOLE 0 0 1745 RESMED INC COM 761152107 BBG001SBGRC2 1672276 7450 SH SOLE 0 0 7450 ROCKET LAB CORP COM 773121108 BBG01V7JN489 2045407 31850 SH SOLE 0 0 31850 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 3547700 18391 SH SOLE 0 0 18391 SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 BBG00L5F9FV7 4521984 40790 SH SOLE 0 0 40790 SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 BBG001S7T1Q9 1946347 17860 SH SOLE 0 0 17860 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 BBG001S7T1S7 259580 4237 SH SOLE 0 0 4237 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 BBG001S7T232 1822837 11271 SH SOLE 0 0 11271 SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 BBG001S7TD56 1161453 25309 SH SOLE 0 0 25309 SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 659008 3830 SH SOLE 0 0 3830 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 2323566 5400 SH SOLE 0 0 5400 SPINNAKER ETF SERIES SELECT STOXX EUR 84858T772 BBG01Q6GGV58 864102 21210 SH SOLE 0 0 21210 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 611371 940 SH SOLE 0 0 940 STRYKER CORPORATION COM 863667101 BBG001S8FR03 2498093 7602 SH SOLE 0 0 7602 TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 1849228 26750 SH SOLE 0 0 26750 UNION PAC CORP COM 907818108 BBG001S5X2M0 536729 2212 SH SOLE 0 0 2212 UNITED RENTALS INC COM 911363109 BBG001SBGZ25 342424 470 SH SOLE 0 0 470 UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 323175 545 SH SOLE 0 0 545 VANECK ETF TRUST RARE EARTH AND S 92189H805 BBG001TCVD33 793101 9013 SH SOLE 0 0 9013 VANECK MERK GOLD ETF GOLD SHS 921078101 BBG002WYN9L7 2509060 55695 SH SOLE 0 0 55695 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 322076 790 SH SOLE 0 0 790 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 3172714 5310 SH SOLE 0 0 5310 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 1947259 16118 SH SOLE 0 0 16118 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 429098 615 SH SOLE 0 0 615 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 3211510 12816 SH SOLE 0 0 12816 VISA INC COM CL A 92826C839 BBG001SRCFY3 2248303 7439 SH SOLE 0 0 7439 VISTRA CORP COM 92840M102 BBG00DXDL6R0 1452605 9663 SH SOLE 0 0 9663 WW GRAINGER INC COM 384802104 BBG001S5RRD2 1905252 1747 SH SOLE 0 0 1747