Top 10 Holdings (35.1% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | UEC | Uranium Energy Corp | Materials | 4.44% |
| 2 | BTU | Peabody Energy Corp | Energy | 4.19% |
| 3 | FGXXX | First American Government Obligations Fund - Class X - 5.24% (G) | Financials | 3.89% |
| 4 | VST | Vistra Corp | Utilities | 3.37% |
| 5 | WMB | Williams Cos. Inc. | Energy | 3.34% |
| 6 | CEG | Constellation Energy Corp | Utilities | 3.33% |
| 7 | NXST | Nexstar Media Group Inc | Communication Services | 3.30% |
| 8 | IBKR | Interactive Brokers Group Inc. Class A | Financials | 3.10% |
| 9 | CFG | Citizens Financial Group Inc. | Financials | 3.08% |
| 10 | DOCS | Doximity Inc . | Information Technology | 3.07% |
