| Vanguard S&P 500 (VOO) | $2.0B | 13.14% | 2,912,192 | +410,586 | Added |
| Invesco Exch Traded FD Trust II (QQQM) | $1.3B | 8.68% | 4,426,170 | +906,614 | Added |
| SPDR S&P 500 (SPY) | $1.2B | 7.65% | 1,559,018 | +90,713 | Added |
| Vaneck ETF Trust (SMH) | $549.7M | 3.54% | 902,682 | +289,196 | Added |
| Invesco QQQ Trust (QQQ) | $519.5M | 3.34% | 702,242 | +2,452 | Added |
| iShares Core S&P 500 ETF (IVV) | $501.7M | 3.23% | 655,054 | +111,304 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $425.8M | 2.74% | 933,445 | +91,784 | Added |
| Microsoft Corp. (MSFT) | $353.9M | 2.28% | 690,294 | -23,961 | Trimmed |
| Amazon.com Inc. (AMZN) | $351.7M | 2.26% | 1,411,836 | +90,162 | Added |
| NVIDIA Corp. (NVDA) | $347.4M | 2.24% | 1,521,627 | +84,831 | Added |
| iShares Inc. (EWY) | $341.4M | 2.20% | 1,868,008 | +330,146 | Added |
| Meta Platforms, Inc. (META) | $321.2M | 2.07% | 442,547 | -44,050 | Trimmed |
| SPDR S&P MidCap 400 ETF (MDY) | $270.6M | 1.74% | 412,045 | -795 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $268.8M | 1.73% | 680,586 | -39,925 | Trimmed |
| Select Sector SPDR Trust (XLI) | $260.9M | 1.68% | 1,562,401 | +312,272 | Added |
| Visa Inc. (V) | $220.0M | 1.42% | 611,720 | +157,161 | Added |
| Select Sector SPDR Trust (XLV) | $218.7M | 1.41% | 1,298,480 | +79,273 | Added |
| Select Sector SPDR Trust (XLY) | $197.0M | 1.27% | 1,809,637 | -318,343 | Trimmed |
| Invesco Exchange Traded FD T (RSP) | $174.5M | 1.12% | 838,695 | +313,175 | Added |
| Broadcom Inc. (AVGO) | $168.2M | 1.08% | 478,929 | +53,351 | Added |
| Alphabet Inc. (GOOGL) | $164.3M | 1.06% | 477,716 | +71,703 | Added |
| Alphabet Inc. (GOOG) | $155.0M | 1.00% | 455,378 | +72,132 | Added |
| Global X Infrastr Development ETF (pave) (PAVE) | $148.7M | 0.96% | 2,832,025 | 0 | Held |
| Wisdomtree Trust (EPI) | $138.1M | 0.89% | 3,390,302 | 0 | Held |
| Micron Technology Inc. (MU) | $135.6M | 0.87% | 127,294 | +87,084 | Added |
| Eli Lilly & Co. (LLY) | $133.4M | 0.86% | 115,333 | -4,000 | Trimmed |
| Financial Select Sector SPDR ETF (XLF) | $132.7M | 0.85% | 2,485,428 | +2,955 | Added |
| iShares Trust Latn Amer 40 ETF (ILF) | $127.0M | 0.82% | 3,680,000 | 0 | Held |
| Morgan Stanley (MS) | $110.4M | 0.71% | 587,100 | +135,000 | Added |
| Camtek Ltd | $107.9M | 0.69% | 71,000,000 | +71,000,000 | New position |
| Uber Technologies, Inc. (UBER) | $101.9M | 0.66% | 1,486,803 | +6,365 | Added |
| GE Vernova Inc. (GEV) | $100.5M | 0.65% | 105,775 | +13,150 | Added |
| Advanced Micro Devices Inc. (AMD) | $96.9M | 0.62% | 158,460 | -10,587 | Trimmed |
| KKR & Co. Inc. (KKR) | $94.2M | 0.61% | 1,031,233 | +93,021 | Added |
| iShares Inc. (EWT) | $92.3M | 0.59% | 817,470 | 0 | Held |
| iShares Inc. (EWZ) | $91.9M | 0.59% | 2,467,870 | -11,377 | Trimmed |
| iShares Trust (IAI) | $87.1M | 0.56% | 494,681 | +54,962 | Added |
| Oracle Corp. (ORCL) | $85.0M | 0.55% | 619,275 | +133,007 | Added |
| Invesco Exch Traded FD Trust II (KBWB) | $84.4M | 0.54% | 967,645 | +476,270 | Added |
| Caterpillar Inc. (CAT) | $83.0M | 0.53% | 102,350 | +102,350 | New position |
| Pershing Square USA Equi (PSUS) | $82.2M | 0.53% | 2,215,442 | +1,804,527 | Added |
| ExxonMobil Holdings Corp. (XOM) | $79.1M | 0.51% | 486,000 | +153,977 | Added |
| iShares Trust (AAXJ) | $76.6M | 0.49% | 657,576 | +1,825 | Added |
| Select Sector SPDR Trust (XLC) | $75.6M | 0.49% | 681,584 | -1,734,457 | Trimmed |
| Technology Select Sector SPDR ETF (XLK) | $73.1M | 0.47% | 373,960 | +19,839 | Added |
| Analog Devices Inc. (ADI) | $71.7M | 0.46% | 180,700 | 0 | Held |
| Ormat Technologies, Inc. (ORA) | $71.0M | 0.46% | 779,833 | +155,990 | Added |
| Vistra Corp. (VST) | $70.7M | 0.46% | 510,800 | +2,000 | Added |
| iShares Trust (IGV) | $70.3M | 0.45% | 659,767 | -1,064,802 | Trimmed |
| SK Hynix Inc. Fsponsored ADR 1 ADR Reps 0.1 Ord SHS (SKHY) | $65.5M | 0.42% | 354,700 | +354,700 | New position |
| SPDR Ser Trust (XME) | $65.3M | 0.42% | 630,391 | -415,629 | Trimmed |
| Invesco Exchange Traded FD T (PSI) | $62.3M | 0.40% | 408,708 | -50,000 | Trimmed |
| Texas Instruments Inc. (TXN) | $61.3M | 0.40% | 218,900 | +17,400 | Added |
| Select Sector SPDR Trust (XLE) | $60.6M | 0.39% | 985,829 | +940,508 | Added |
| Intercontinental Exchange, Inc. (ICE) | $60.4M | 0.39% | 396,984 | +316 | Held |
| Vaneck ETF Trust (GDX) | $56.5M | 0.36% | 643,250 | -314,950 | Trimmed |
| ServiceNow, Inc. (NOW) | $56.5M | 0.36% | 421,384 | +95,130 | Added |
| Intuitive Surgical Inc. (ISRG) | $53.8M | 0.35% | 132,424 | +23,044 | Added |
| Costco Wholesale Corp. (COST) | $52.8M | 0.34% | 58,052 | +14,981 | Added |
| NextEra Energy Inc. (NEE) | $52.6M | 0.34% | 695,000 | -183,550 | Trimmed |
| Nice Ltd (NICE) | $52.6M | 0.34% | 472,281 | -145,520 | Trimmed |
| EQT Corp. (EQT) | $52.2M | 0.34% | 1,075,000 | +190,000 | Added |
| Arista Networks, Inc. (ANET) | $51.5M | 0.33% | 253,200 | 0 | Held |
| Mastercard Inc. (MA) | $49.5M | 0.32% | 89,561 | +13 | Held |
| iShares Trust (MCHI) | $48.9M | 0.32% | 937,678 | -237,470 | Trimmed |
| Invesco Exch Traded FD Trust II (CQQQ) | $47.4M | 0.30% | 1,056,103 | -9,617 | Trimmed |
| iShares Trust (SOXX) | $46.2M | 0.30% | 81,358 | +68,859 | Added |
| Palantir Technologies Inc. (PLTR) | $43.3M | 0.28% | 231,505 | +21,908 | Added |
| First Trust Exchange Traded FD (GRID) | $41.6M | 0.27% | 234,602 | 0 | Held |
| Solaredge Technologies, Inc. (SEDG) | $40.5M | 0.26% | 1,269,841 | +362,951 | Added |
| Invesco Exchange Traded FD T (PPA) | $39.7M | 0.26% | 256,680 | -297 | Trimmed |
| International Business Machines Corp. (IBM) | $38.0M | 0.24% | 172,773 | +63,135 | Added |
| SPDR Ser Trust (KCE) | $38.0M | 0.24% | 246,277 | 0 | Held |
| Intel Corp. (INTC) | $37.4M | 0.24% | 310,687 | +11,474 | Added |
| iShares Trust (EEM) | $37.0M | 0.24% | 553,781 | -123,476 | Trimmed |
| Global X FDS (SIL) | $36.0M | 0.23% | 419,000 | -209,000 | Trimmed |
| Applied Materials Inc. (AMAT) | $35.1M | 0.23% | 68,629 | +63,812 | Added |
| Blackstone Inc. (BX) | $34.1M | 0.22% | 304,000 | -130 | Held |
| Pershing Square Inc. (PS) | $33.6M | 0.22% | 600,000 | +600,000 | New position |
| KraneShares Trust (KWEB) | $31.0M | 0.20% | 1,262,928 | 0 | Held |
| Invesco Exch Traded FD Trust II (SPMO) | $29.2M | 0.19% | 192,322 | +189,080 | Added |
| Select Sector SPDR Trust (XLU) | $27.7M | 0.18% | 701,205 | -2,741,702 | Trimmed |
| Tesla, Inc. (TSLA) | $27.4M | 0.18% | 77,097 | -8,093 | Trimmed |
| SPDR Dow Jones Indl Average (DIA) | $27.3M | 0.18% | 53,745 | +20 | Held |
| iShares Trust (ITB) | $27.3M | 0.18% | 313,692 | -748,138 | Trimmed |
| Apple Inc. (AAPL) | $25.7M | 0.17% | 77,581 | +18,490 | Added |
| HDFC Bank Limited (HDB) | $25.7M | 0.17% | 1,150,000 | 0 | Held |
| iShares Trust (ICLN) | $25.5M | 0.16% | 1,502,000 | 0 | Held |
| Netflix Inc. (NFLX) | $25.5M | 0.16% | 366,186 | -5,291 | Trimmed |
| iShares Trust (ACWI) | $24.4M | 0.16% | 153,492 | -9,529 | Trimmed |
| First Trust Advisors LP (QTEC) | $22.6M | 0.14% | 68,498 | -1,205 | Trimmed |
| Invesco Exchange Traded FD T (RSPN) | $21.8M | 0.14% | 376,731 | -219,700 | Trimmed |
| SPDR Ser Trust (XHB) | $21.0M | 0.14% | 218,326 | 0 | Held |
| Global X FDS (SHLD) | $19.7M | 0.13% | 328,318 | +721 | Added |
| Wisdomtree Trust (XSOE) | $19.6M | 0.13% | 418,672 | 0 | Held |
| Berkshire Hathaway Inc. Class B (BRKB) | $19.5M | 0.13% | 39,206 | +838 | Added |
| Walmart Inc. (WMT) | $18.5M | 0.12% | 178,090 | +129 | Held |
| Select Sector SPDR Trust (XLRE) | $18.3M | 0.12% | 448,499 | 0 | Held |
| Sandisk Corp. (SNDK) | $16.7M | 0.11% | 9,595 | +9,000 | Added |
| iShares Trust (ITA) | $16.7M | 0.11% | 80,532 | -9,549 | Trimmed |