ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 661067 2627 SH SOLE 0 0 2627 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 292226 2200 SH SOLE 0 0 2200 ALCOA CORP COM 013872106 BBG00B3T3HF1 563593 10809 SH SOLE 0 0 10809 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9050383 25325 SH SOLE 0 0 25325 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1329669 3763 SH SOLE 0 0 3763 AMAZON COM INC COM 023135106 BBG001S5PQL7 3702612 15535 SH SOLE 0 0 15535 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 475473 1406 SH SOLE 0 0 1406 APPLE INC COM 037833100 BBG001S5N8V8 3442903 11898 SH SOLE 0 0 11898 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 723000 1000 SH SOLE 0 0 1000 ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 557207 3280 SH SOLE 0 0 3280 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 238733 120 SH SOLE 0 0 120 AUTOZONE INC COM 053332102 BBG001S6Q5D9 1994267 624 SH SOLE 0 0 624 AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 1883650 3360 SH SOLE 0 0 3360 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 748850 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1985048 3967 SH SOLE 0 0 3967 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 2158461 2245 SH SOLE 0 0 2245 BROADCOM INC COM 11135F101 BBG00KHY5SY8 389910 1032 SH SOLE 0 0 1032 CAMECO CORP COM 13321L108 BBG001S5Y5S6 2414986 23709 SH SOLE 0 0 23709 CELESTICA INC COM 15101Q207 BBG001S9CXM7 434477 1191 SH SOLE 0 0 1191 CHEVRON CORPORATION COM 166764100 BBG001S67ZC5 288754 1742 SH SOLE 0 0 1742 CIENA CORP COM NEW 171779309 BBG001S61J73 235469 480 SH SOLE 0 0 480 COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 214116 108 SH SOLE 0 0 108 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1048150 4220 SH SOLE 0 0 4220 CORTEVA INC COM 22052L104 BBG00BN969D0 300057 3543 SH SOLE 0 0 3543 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 3413719 3649 SH SOLE 0 0 3649 CURTISS WRIGHT CORP COM 231561101 BBG001S5QBK0 212173 280 SH SOLE 0 0 280 EATON CORP PLC SHS G29183103 BBG001S5QZ45 596568 1400 SH SOLE 0 0 1400 ELI LILLY & CO COM 532457108 BBG001S5STL8 3090651 2577 SH SOLE 0 0 2577 EOG RES INC COM 26875P101 BBG001S5ZB93 232217 1790 SH SOLE 0 0 1790 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 5013903 131151 SH SOLE 0 0 131151 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 482266 3527 SH SOLE 0 0 3527 FORTINET INC COM 34959E109 BBG001S77BL6 1802578 11734 SH SOLE 0 0 11734 FREEPORT MCMORAN INC CL B 35671D857 BBG001S5R3F3 260836 4147 SH SOLE 0 0 4147 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 3604644 9645 SH SOLE 0 0 9645 GE VERNOVA INC COM 36828A101 BBG013G17W77 7807575 6646 SH SOLE 0 0 6646 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 317045 895 SH SOLE 0 0 895 GENMAB A/S SPONSORED ADS 372303206 BBG004MPKMY3 1764646 64239 SH SOLE 0 0 64239 GLOBAL X FDS DEFENSE TECH ETF 37960A529 BBG01J6K2RX8 1389650 23273 SH SOLE 0 0 23273 GLOBAL X FDS GLOBAL X COPPER 37954Y830 BBG001T8JBX7 820963 10666 SH SOLE 0 0 10666 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2733339 2703 SH SOLE 0 0 2703 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 555237 1424 SH SOLE 0 0 1424 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 3905360 14526 SH SOLE 0 0 14526 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 4368598 15535 SH SOLE 0 0 15535 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 1643551 21766 SH SOLE 0 0 21766 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 2426839 23723 SH SOLE 0 0 23723 ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 282862 1401 SH SOLE 0 0 1401 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 324097 433 SH SOLE 0 0 433 ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 229537 358 SH SOLE 0 0 358 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 4293207 17021 SH SOLE 0 0 17021 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 298866 913 SH SOLE 0 0 913 KLA CORP COM NEW 482480100 BBG001S5SLM4 265517 880 SH SOLE 0 0 880 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 2596347 5992 SH SOLE 0 0 5992 LINDE PLC SHS G54950103 BBG01FND0CH6 876758 1690 SH SOLE 0 0 1690 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 239447 470 SH SOLE 0 0 470 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 1718997 2275 SH SOLE 0 0 2275 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2274257 4037 SH SOLE 0 0 4037 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 5854559 5072 SH SOLE 0 0 5072 MICROSOFT CORP COM 594918104 BBG001S5TD05 5017512 13451 SH SOLE 0 0 13451 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 248597 4298 SH SOLE 0 0 4298 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 297470 584 SH SOLE 0 0 584 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3846835 19226 SH SOLE 0 0 19226 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 1079845 1104 SH SOLE 0 0 1104 PAYCHEX INC COM 704326107 BBG001S5V135 366274 3725 SH SOLE 0 0 3725 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 246356 1680 SH SOLE 0 0 1680 QUANTA SVCS INC COM 74762E102 BBG001S5VH85 295217 410 SH SOLE 0 0 410 RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 1912859 2970 SH SOLE 0 0 2970 ROCKET LAB CORP COM 773121108 BBG01V7JN489 3284820 32315 SH SOLE 0 0 32315 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 3861607 20353 SH SOLE 0 0 20353 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 BBG001S7T1Q9 2240403 19103 SH SOLE 0 0 19103 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 BBG001S7T1S7 226642 4267 SH SOLE 0 0 4267 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 BBG001S7T232 2089148 11279 SH SOLE 0 0 11279 SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 BBG00L5F9FV7 4448663 41526 SH SOLE 0 0 41526 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 BBG001S7TD56 1161393 25615 SH SOLE 0 0 25615 SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 674162 3869 SH SOLE 0 0 3869 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1878738 5100 SH SOLE 0 0 5100 SPINNAKER ETF SERIES SELE STO EUR ETF 84858T772 BBG01Q6GGV58 944628 22395 SH SOLE 0 0 22395 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 465297 623 SH SOLE 0 0 623 STRYKER CORPORATION COM 863667101 BBG001S8FR03 2323410 7380 SH SOLE 0 0 7380 TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 1852526 27942 SH SOLE 0 0 27942 UNION PAC CORP COM 907818108 BBG001S5X2M0 602056 2213 SH SOLE 0 0 2213 UNITED RENTALS INC COM 911363109 BBG001SBGZ25 532459 470 SH SOLE 0 0 470 UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 2101759 3879 SH SOLE 0 0 3879 VANECK ETF TRUST RARE EAR STR ETF 92189H805 BBG001TCVD33 794067 8973 SH SOLE 0 0 8973 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 327945 500 SH SOLE 0 0 500 VANECK MERK GOLD ETF GOLD SHS 921078101 BBG002WYN9L7 2149271 55695 SH SOLE 0 0 55695 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 391619 4740 SH SOLE 0 0 4740 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 3667143 5339 SH SOLE 0 0 5339 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 2095783 15925 SH SOLE 0 0 15925 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 588039 4920 SH SOLE 0 0 4920 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 4222465 12611 SH SOLE 0 0 12611 VISA INC COM CL A 92826C839 BBG001SRCFY3 2743817 7997 SH SOLE 0 0 7997 VISTRA CORP COM 92840M102 BBG00DXDL6R0 1144360 7214 SH SOLE 0 0 7214 WW GRAINGER INC COM 384802104 BBG001S5RRD2 2400341 1764 SH SOLE 0 0 1764