ABBVIE INC COM 00287Y109 6556587 25064 SH SOLE 0 0 25064 ADVANCED MICRO DEVICES INC COM 007903107 16500391 26972 SH SOLE 0 0 26972 ALPHABET INC CAP STK CL C 02079K107 1101953 3234 SH SOLE 0 0 3234 ALPHABET INC CAP STK CL A 02079K305 6232063 18112 SH SOLE 0 0 18112 AMAZON COM INC COM 023135106 5161142 20715 SH SOLE 0 0 20715 APPLE INC COM 037833100 17426826 52330 SH SOLE 0 0 52330 CORNING INC COM 219350105 3669021 23862 SH SOLE 0 0 23862 CROWDSTRIKE HLDGS INC CL A 22788C105 11046429 41724 SH SOLE 0 0 41724 META PLATFORMS INC CL A 30303M102 6878747 9486 SH SOLE 0 0 9486 GE VERNOVA INC COM 36828A101 5436768 5720 SH SOLE 0 0 5720 GE AEROSPACE COM NEW 369604301 262948 842 SH SOLE 0 0 842 HOME DEPOT INC COM 437076102 516550 1816 SH SOLE 0 0 1816 LOWES COS INC COM 548661107 2073112 11249 SH SOLE 0 0 11249 MARRIOTT INTL INC NEW CL A 571903202 6408860 18019 SH SOLE 0 0 18019 MASTERCARD INCORPORATED CL A 57636Q104 9006619 16332 SH SOLE 0 0 16332 MCDONALDS CORP COM 580135101 2385506 10330 SH SOLE 0 0 10330 MICROSOFT CORP COM 594918104 4457161 8690 SH SOLE 0 0 8690 MICRON TECHNOLOGY INC COM 595112103 5423540 5092 SH SOLE 0 0 5092 NETFLIX INC. COM 64110L106 271362 3900 SH SOLE 0 0 3900 NVIDIA CORPORATION COM 67066G104 20613841 90261 SH SOLE 0 0 90261 PALO ALTO NETWORKS INC COM 697435105 8379665 21091 SH SOLE 0 0 21091 RTX CORPORATION COM 75513E101 1818256 9794 SH SOLE 0 0 9794 SPDR GOLD TR GOLD SHS 78463V107 5201132 13657 SH SOLE 0 0 13657 SALESFORCE INC COM 79466L302 2219765 9669 SH SOLE 0 0 9669 SERVICENOW INC COM 81762P102 2079567 15518 SH SOLE 0 0 15518 SNOWFLAKE INC COM SHS 833445109 5607833 16515 SH SOLE 0 0 16515 TESLA INC COM 88160R101 793000 2235 SH SOLE 0 0 2235 TOLL BROTHERS INC COM 889478103 2270884 16853 SH SOLE 0 0 16853 VISA INC COM CL A 92826C839 9320818 25939 SH SOLE 0 0 25939 VISTRA CORP COM 92840M102 3155625 22809 SH SOLE 0 0 22809 WALMART INC COM 931142103 2843570 27363 SH SOLE 0 0 27363