Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $15,333,227 | 76,632 | SH | None |
| AMAZON COM INC | AMZN | COM | $13,756,270 | 57,717 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $10,319,773 | 28,877 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $8,563,150 | 73,396 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $7,988,489 | 24,405 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $7,782,502 | 10,198 | SH | None |
| CORNING INC | GLW | COM | $7,016,445 | 27,469 | SH | None |
| ORACLE CORP | ORCL | COM | $6,633,102 | 45,262 | SH | None |
| APPLE INC | AAPL | COM | $6,247,969 | 21,592 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $6,190,805 | 6,618 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,584,109 | 14,970 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $5,465,782 | 9,409 | SH | None |
| APPLIED DIGITAL CORP | APLD | COM NEW | $5,459,004 | 146,354 | SH | None |
| PINNACLE FINL PARTNERS INC | PNFP | COM | $5,334,984 | 52,884 | SH | None |
| ISHARES SILVER TR | SLV | ISHARES | $5,326,093 | 99,609 | SH | None |
| CITIGROUP INC | C | COM NEW | $4,850,734 | 34,658 | SH | None |
| SOUTHERN COPPER CORP | SCCO | COM | $4,275,643 | 24,536 | SH | None |
| NUCOR CORP | NUE | COM | $4,027,320 | 18,080 | SH | None |
| BOEING CO | BA | COM | $3,597,948 | 16,621 | SH | None |
| BANK OF AMER CORP | BAC | COM | $3,470,253 | 60,903 | SH | None |
| VISA INC | V | COM CL A | $3,444,967 | 10,041 | SH | None |
| META PLATFORMS INC | META | CL A | $3,433,816 | 6,096 | SH | None |
| COREWEAVE INC | CRWV | COM CL A | $3,346,734 | 33,622 | SH | None |
| GENERAC HLDGS INC | GNRC | COM | $3,315,488 | 11,323 | SH | None |
| CARPENTER TECHNOLOGY CORP | CRS | COM | $3,061,333 | 4,963 | SH | None |
| ABBVIE INC | ABBV | COM | $2,884,549 | 11,463 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $2,695,658 | 29,272 | SH | None |
| AFLAC INC | AFL | COM | $2,585,714 | 22,053 | SH | None |
| SNOWFLAKE INC | SNOW | COM SHS | $2,471,958 | 9,713 | SH | None |
| BRINKER INTL INC | EAT | COM | $2,438,520 | 14,515 | SH | None |
| TESLA INC | TSLA | COM | $2,430,928 | 5,780 | SH | None |
| 3M CO | MMM | COM | $2,422,821 | 14,964 | SH | None |
| TJX COS INC NEW | TJX | COM | $2,341,306 | 15,454 | SH | None |
| WALMART INC | WMT | COM | $2,257,253 | 19,930 | SH | None |
| AUTOZONE INC | AZO | COM | $1,978,287 | 619 | SH | None |
| DARDEN RESTAURANTS INC | DRI | COM | $1,799,666 | 8,736 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $1,754,440 | 13,860 | SH | None |
| NETAPP INC | NTAP | COM | $1,727,431 | 11,162 | SH | None |
| MONGODB INC | MDB | CL A | $1,691,928 | 5,037 | SH | None |
| QUEST DIAGNOSTICS INC | DGX | COM | $1,672,497 | 7,891 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $1,668,425 | 16,638 | SH | None |
| STEEL DYNAMICS INC | STLD | COM | $1,635,361 | 7,127 | SH | None |
| GILEAD SCIENCES INC | GILD | COM | $1,634,966 | 12,941 | SH | None |
| AMPHENOL CORP | APH | CL A | $1,632,723 | 9,260 | SH | None |
| SOUTHERN CO | SO | COM | $1,619,352 | 16,919 | SH | None |
| AGREE RLTY CORP | ADC | COM | $1,616,090 | 21,337 | SH | None |
| DOMINION ENERGY INC | D | COM | $1,595,046 | 23,357 | SH | None |
| ATMOS ENERGY CORP | ATO | COM | $1,546,803 | 8,979 | SH | None |
| IDACORP INC | IDA | COM | $1,509,238 | 9,975 | SH | None |
| GE AEROSPACE | GE | COM NEW | $1,507,734 | 4,034 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.