| NVIDIA Corp. (NVDA) | $433.7M | 3.23% | 2,167,442 | -1,181,913 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $305.8M | 2.27% | 896,838 | -358,896 | Trimmed |
| Alphabet Inc. (GOOGL) | $301.8M | 2.25% | 844,533 | -37,992 | Trimmed |
| Microsoft Corp. (MSFT) | $292.7M | 2.18% | 784,604 | -33,056 | Trimmed |
| Amazon.com Inc. (AMZN) | $280.6M | 2.09% | 1,177,363 | -1,300 | Trimmed |
| CrowdStrike Holdings, Inc. (CRWD) | $279.0M | 2.08% | 365,598 | -66,918 | Trimmed |
| Apple Inc. (AAPL) | $273.9M | 2.04% | 946,522 | +11,601 | Added |
| Micron Technology Inc. (MU) | $229.3M | 1.71% | 198,635 | -50,099 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $222.5M | 1.66% | 1,893,992 | -582,219 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $218.3M | 1.62% | 457,045 | -12,004 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $204.9M | 1.52% | 1,755,853 | +191,960 | Added |
| Broadcom Inc. (AVGO) | $203.9M | 1.52% | 539,774 | -11,634 | Trimmed |
| Meta Platforms, Inc. (META) | $189.6M | 1.41% | 336,581 | +2,089 | Added |
| Fortinet, Inc. (FTNT) | $186.1M | 1.38% | 1,211,318 | -93,972 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $153.2M | 1.14% | 263,722 | -164,104 | Trimmed |
| Visa Inc. (V) | $148.5M | 1.10% | 432,713 | +5,159 | Added |
| General Dynamics Corp. (GD) | $147.3M | 1.10% | 415,910 | +148 | Held |
| RTX Corp. (RTX) | $141.3M | 1.05% | 744,578 | -71,070 | Trimmed |
| Lockheed Martin Corp. (LMT) | $126.3M | 0.94% | 247,845 | -19,597 | Trimmed |
| Intel Corp. (INTC) | $116.9M | 0.87% | 837,318 | -527,649 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $116.0M | 0.86% | 231,765 | +7,284 | Added |
| Northrop Grumman Corp. (NOC) | $114.8M | 0.85% | 225,431 | -6,301 | Trimmed |
| KLA Corp. (KLAC) | $110.2M | 0.82% | 365,170 | -10,370 | Trimmed |
| Mastercard Inc. (MA) | $105.2M | 0.78% | 204,857 | -3,319 | Trimmed |
| Rocket Lab Corp. (RKLB) | $103.5M | 0.77% | 1,018,132 | +42,590 | Added |
| L3Harris Technologies, Inc. (LHX) | $102.3M | 0.76% | 351,927 | -14,681 | Trimmed |
| Tesla, Inc. (TSLA) | $101.6M | 0.76% | 241,669 | -253,247 | Trimmed |
| Alphabet Inc. (GOOG) | $95.4M | 0.71% | 270,107 | +36,959 | Added |
| Eli Lilly & Co. (LLY) | $84.1M | 0.63% | 70,087 | +2,518 | Added |
| Lam Research Corp. (LRCX) | $74.8M | 0.56% | 172,662 | +20,185 | Added |
| General Electric Co. (GE) | $69.3M | 0.52% | 185,558 | +2,062 | Added |
| Cipher Digital Inc. (CIFR) | $69.1M | 0.51% | 2,821,057 | +460,606 | Added |
| Sandisk Corp. (SNDK) | $68.5M | 0.51% | 30,146 | +22,170 | Added |
| Oracle Corp. (ORCL) | $68.3M | 0.51% | 466,383 | -23,763 | Trimmed |
| Netflix Inc. (NFLX) | $68.3M | 0.51% | 956,979 | +196,911 | Added |
| KKR & Co. Inc. (KKR) | $65.9M | 0.49% | 718,061 | -12,108 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $64.4M | 0.48% | 154,986 | +800 | Added |
| Charles Schwab Corp. (SCHW) | $64.0M | 0.48% | 693,955 | +144,132 | Added |
| Vident Core US Equity ETF (VUSE) | $61.6M | 0.46% | 852,245 | +29,334 | Added |
| Applied Materials Inc. (AMAT) | $60.6M | 0.45% | 83,854 | +15,891 | Added |
| TJX Companies Inc. (TJX) | $59.1M | 0.44% | 389,772 | +15,477 | Added |
| Cameco Corp. (CCJ) | $56.1M | 0.42% | 550,995 | +30,963 | Added |
| United Rentals, Inc. (URI) | $55.9M | 0.42% | 49,364 | -182 | Trimmed |
| Walmart Inc. (WMT) | $55.7M | 0.41% | 492,040 | +23,234 | Added |
| Vanguard Scottsdale FDS (VGIT) | $54.1M | 0.40% | 917,662 | +165,696 | Added |
| Caterpillar Inc. (CAT) | $53.8M | 0.40% | 50,496 | -14 | Held |
| Bank of America Corp. (BAC) | $53.2M | 0.40% | 934,027 | -48,275 | Trimmed |
| Johnson & Johnson (JNJ) | $53.0M | 0.39% | 208,589 | +30,751 | Added |
| Curtiss Wright Corp. (CW) | $52.9M | 0.39% | 69,806 | -2,513 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $51.2M | 0.38% | 171,791 | -106,396 | Trimmed |
| Elevance Health, Inc. (ELV) | $51.2M | 0.38% | 132,285 | +14,812 | Added |
| ExxonMobil Holdings Corp. (XOM) | $50.8M | 0.38% | 371,244 | +99,946 | Added |
| JPMorgan Chase & Co. (JPM) | $49.0M | 0.36% | 149,682 | -14,073 | Trimmed |
| Arista Networks, Inc. (ANET) | $48.7M | 0.36% | 286,384 | +74,090 | Added |
| AbbVie Inc. (ABBV) | $47.5M | 0.35% | 188,691 | +12,056 | Added |
| Danaher Corp. (DHR) | $47.2M | 0.35% | 247,926 | +43,739 | Added |
| Booking Holdings Inc. (BKNG) | $47.1M | 0.35% | 264,188 | +5,013 | Added |
| Progressive Corp. (PGR) | $46.0M | 0.34% | 210,380 | +17,845 | Added |
| Analog Devices Inc. (ADI) | $45.4M | 0.34% | 114,373 | -11,139 | Trimmed |
| Western Digital Corp. (WDC) | $45.0M | 0.34% | 70,461 | +9,054 | Added |
| Okta, Inc. (OKTA) | $44.4M | 0.33% | 325,137 | -11,679 | Trimmed |
| Iren Ltd. (IREN) | $42.6M | 0.32% | 930,808 | +87,927 | Added |
| Spotify Technology S.A. (SPOT) | $41.5M | 0.31% | 90,284 | +57,595 | Added |
| Carrier Global Corp. (CARR) | $40.9M | 0.30% | 557,313 | -254,335 | Trimmed |
| Vanguard S&P 500 (VOO) | $40.2M | 0.30% | 58,597 | +9,103 | Added |
| Seagate Technology Holdings plc (STX) | $39.8M | 0.30% | 41,290 | +10,799 | Added |
| Costco Wholesale Corp. (COST) | $39.8M | 0.30% | 42,556 | +3,126 | Added |
| Suncor Energy Inc. (SU) | $39.8M | 0.30% | 741,402 | +109,514 | Added |
| Schwab Strategic Trust (SCHZ) | $39.0M | 0.29% | 1,686,818 | +51,683 | Added |
| Astera Labs, Inc. (ALAB) | $38.9M | 0.29% | 80,631 | -80,201 | Trimmed |
| Hut 8 Corp. (HUT) | $38.9M | 0.29% | 336,762 | +153,099 | Added |
| Keel Infrastructure Corp. (KEEL) | $37.4M | 0.28% | 6,513,207 | +6,513,207 | New position |
| Intuit Inc. (INTU) | $36.4M | 0.27% | 139,399 | +23,230 | Added |
| Akamai Technologies Inc. (AKAM) | $36.1M | 0.27% | 305,113 | -10,703 | Trimmed |
| Edwards Lifesciences Corp. (EW) | $35.6M | 0.27% | 394,076 | -24,816 | Trimmed |
| BWX Technologies, Inc. (BWXT) | $34.3M | 0.26% | 176,268 | -5,279 | Trimmed |
| iShares Trust (ITOT) | $34.0M | 0.25% | 206,899 | +6,263 | Added |
| Dell Technologies Inc. (DELL) | $32.8M | 0.24% | 75,921 | -15,833 | Trimmed |
| Mondelez International, Inc. (MDLZ) | $32.5M | 0.24% | 562,673 | +17,829 | Added |
| Amer Sports Inc. (AS) | $30.6M | 0.23% | 905,016 | -10,272 | Trimmed |
| Home Depot, Inc. (HD) | $30.6M | 0.23% | 86,670 | -4,211 | Trimmed |
| Citigroup Inc. (C) | $30.4M | 0.23% | 217,361 | +7,189 | Added |
| Vanguard Intermediate-Term Corp. (VCIT) | $30.3M | 0.23% | 366,780 | +92,473 | Added |
| Arm Holdings plc (ARM) | $30.3M | 0.23% | 85,324 | +71,585 | Added |
| Ferguson Enterprises Inc. (FERG) | $30.1M | 0.22% | 127,008 | +1,582 | Added |
| Check Point Software Technologies Ltd. (CHKP) | $29.8M | 0.22% | 226,522 | -4,318 | Trimmed |
| Salesforce, Inc. (CRM) | $29.7M | 0.22% | 189,382 | +41,697 | Added |
| AeroVironment Inc. (AVAV) | $29.4M | 0.22% | 178,162 | +45,756 | Added |
| Zscaler, Inc. (ZS) | $28.8M | 0.21% | 204,384 | -3,314 | Trimmed |
| Gilead Sciences, Inc. (GILD) | $28.5M | 0.21% | 225,823 | +63,326 | Added |
| SAP SE (SAP) | $28.1M | 0.21% | 182,310 | +63,885 | Added |
| iShares Trust (IUSV) | $27.8M | 0.21% | 252,461 | +2,429 | Added |
| Illumina, Inc. (ILMN) | $27.7M | 0.21% | 157,618 | -318 | Trimmed |
| American International Group, Inc. (AIG) | $27.6M | 0.20% | 370,068 | +11,631 | Added |
| iShares Gold Trust (IAUM) | $27.1M | 0.20% | 676,383 | -1,007,591 | Trimmed |
| Vanguard Ftse Developed Markets (VEA) | $26.1M | 0.19% | 366,465 | -210,404 | Trimmed |
| Qualcomm Inc. (QCOM) | $25.8M | 0.19% | 139,393 | -12,352 | Trimmed |
| International Business Machines Corp. (IBM) | $25.6M | 0.19% | 91,034 | +2,525 | Added |
| Mara Holdings, Inc. (MARA) | $25.0M | 0.19% | 1,802,838 | +257,953 | Added |
| Capital One Financial Corp. (COF) | $25.0M | 0.19% | 124,819 | +101,512 | Added |