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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | GLOBAL X FDS | $21.9M | 286898 | 4.79% |
| 2 | VANECK ETF TRUST | $20.3M | 220903 | 4.43% |
| 3 | ISHARES GOLD TR | $19.5M | 221080 | 4.26% |
| 4 | ISHARES GOLD TR | $18.4M | 393890 | 4.02% |
| 5 | VANECK ETF TRUST | $17.4M | 144938 | 3.80% |
| 6 | TEXAS PACIFIC LAND CORPORATI | $16.4M | 34604 | 3.59% |
| 7 | SELECT SECTOR SPDR TR | $15.5M | 253690 | 3.40% |
| 8 | SIMPLIFY EXCHANGE TRADED FUN | $14.1M | 468124 | 3.09% |
| 9 | SPROTT ASSET MANAGEMENT LP | $13.6M | 872799 | 2.96% |
| 10 | ISHARES INC | $11.9M | 336649 | 2.61% |
| 11 | CHICAGO ATLANTIC REAL ESTATE | $10.9M | 959800 | 2.38% |
| 12 | SPROTT FDS TR | $9.6M | 152591 | 2.11% |
| 13 | KRANESHARES TRUST | $9.5M | 641055 | 2.08% |
| 14 | NVIDIA CORPORATION | $8.2M | 47267 | 1.80% |
| 15 | BITWISE BITCOIN ETF TR | $7.5M | 204794 | 1.65% |
| 16 | CAMDEN PPTY TR | $7.0M | 71697 | 1.53% |
| 17 | MID-AMER APT CMNTYS INC | $6.8M | 55574 | 1.48% |
| 18 | BERKSHIRE HATHAWAY INC DEL | $6.0M | 12544 | 1.31% |
| 19 | DIGITAL RLTY TR INC | $5.9M | 32621 | 1.29% |
| 20 | GRAYSCALE BITCOIN TRUST ETF | $5.9M | 111292 | 1.28% |
| 21 | PROSHARES TR | $5.8M | 624613 | 1.27% |
| 22 | EQT CORP | $5.8M | 90959 | 1.27% |
| 23 | RANGE RES CORP | $5.7M | 125612 | 1.24% |
| 24 | SPROTT ASSET MANAGEMENT LP | $5.5M | 226262 | 1.21% |
| 25 | ANTERO RESOURCES CORP | $5.5M | 129798 | 1.20% |
| 26 | AMERICAN CENTY ETF TR | $5.4M | 48389 | 1.18% |
| 27 | EXXON MOBIL CORP | $5.3M | 30954 | 1.15% |
| 28 | APPLE INC | $4.8M | 18980 | 1.05% |
| 29 | MUELLER INDS INC | $4.8M | 43220 | 1.05% |
| 30 | CHEVRON CORPORATION | $3.6M | 17281 | 0.78% |
| 31 | STATE STR SPDR S&P 500 ETF T | $3.4M | 5194 | 0.74% |
| 32 | GRAYSCALE ETHEREUM STAKING | $3.4M | 169863 | 0.74% |
| 33 | DENISON MINES CORP | $3.2M | 909191 | 0.70% |
| 34 | GRAYSCALE BITCOIN MINI TR ET | $3.1M | 103657 | 0.68% |
| 35 | PALANTIR TECHNOLOGIES INC | $3.1M | 21196 | 0.68% |
| 36 | NEXGEN ENERGY LTD | $3.0M | 260726 | 0.66% |
| 37 | MICROSOFT CORP | $3.0M | 8164 | 0.66% |
| 38 | WHEATON PRECIOUS METALS CORP | $2.8M | 21488 | 0.62% |
| 39 | ISHARES SILVER TR | $2.7M | 40106 | 0.60% |
| 40 | ABRDN SILVER ETF TRUST | $2.7M | 37851 | 0.59% |
| 41 | ALPHABET INC | $2.3M | 7955 | 0.50% |
| 42 | ENERGY FUELS INC | $2.1M | 114656 | 0.46% |
| 43 | COSTCO WHOLESALE CORPORATION | $2.1M | 2086 | 0.45% |
| 44 | COINBASE GLOBAL INC | $2.0M | 11237 | 0.43% |
| 45 | ALPHABET INC | $2.0M | 6814 | 0.43% |
| 46 | GRAYSCALE ETHEREUM STAKING E | $1.9M | 110246 | 0.41% |
| 47 | AMERICAN EXPRESS CO | $1.9M | 6121 | 0.40% |
| 48 | JPMORGAN CHASE & CO | $1.8M | 6220 | 0.40% |
| 49 | DIAMONDBACK ENERGY INC | $1.7M | 8798 | 0.38% |
| 50 | PROCTER & GAMBLE CO | $1.6M | 11089 | 0.35% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.