Top 10 Holdings (79.2% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | MU | Micron Technology, Inc. | Information Technology | 12.66% |
| 2 | PLTR | Palantir Technologies Inc. | Information Technology | 11.41% |
| 3 | AMD | Advanced Micro Devices Inc. | Information Technology | 8.33% |
| 4 | SCHW | Charles Schwab Corp. | Financials | 8.21% |
| 5 | APH | Amphenol Corp. Class A | Information Technology | 8.02% |
| 6 | CIEN | Ciena | Information Technology | 7.85% |
| 7 | APP | AppLovin Corp. Com Cl A | Information Technology | 7.74% |
| 8 | COF | Capital One Financial Corp | Financials | 5.57% |
| 9 | FIX | Comfort Systems Usa Inc_None_0 | Industrials | 5.19% |
| 10 | HL | Hecla Mining Co | Materials | 4.25% |
