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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $60.6M | 238781 | 12.68% |
| 2 | AMAZON COM INC | $49.2M | 236283 | 10.30% |
| 3 | MICROSOFT CORP | $38.5M | 103877 | 8.04% |
| 4 | ALPHABET INC | $28.8M | 100456 | 6.03% |
| 5 | ALPHABET INC | $24.2M | 84090 | 5.06% |
| 6 | META PLATFORMS INC | $17.7M | 30902 | 3.70% |
| 7 | NVIDIA CORPORATION | $14.5M | 82983 | 3.03% |
| 8 | TEXAS PACIFIC LAND CORPORATI | $14.4M | 30406 | 3.02% |
| 9 | NETFLIX INC. | $13.8M | 143015 | 2.88% |
| 10 | AXON ENTERPRISE INC | $9.7M | 22914 | 2.04% |
| 11 | INVESCO QQQ TR | $8.2M | 14285 | 1.72% |
| 12 | BERKSHIRE HATHAWAY INC DEL | $7.8M | 16270 | 1.63% |
| 13 | SPDR GOLD TR | $6.7M | 15680 | 1.41% |
| 14 | STATE STR SPDR S&P 500 ETF T | $6.6M | 10077 | 1.37% |
| 15 | ALPS ETF TR | $6.1M | 115291 | 1.27% |
| 16 | UBER TECHNOLOGIES INC | $5.8M | 80385 | 1.21% |
| 17 | BROADCOM INC | $5.7M | 18345 | 1.19% |
| 18 | WASTE MGMT INC DEL | $4.6M | 19807 | 0.95% |
| 19 | CENCORA INC | $4.3M | 13790 | 0.91% |
| 20 | ZSCALER INC | $4.3M | 30637 | 0.90% |
| 21 | ASML HLDG NV | $4.2M | 3162 | 0.87% |
| 22 | PALANTIR TECHNOLOGIES INC | $4.1M | 28045 | 0.86% |
| 23 | ELI LILLY & CO | $3.9M | 4215 | 0.81% |
| 24 | JPMORGAN CHASE & CO | $3.9M | 13178 | 0.81% |
| 25 | SELECT SECTOR SPDR TR | $3.5M | 76673 | 0.74% |
| 26 | ISHARES BITCOIN TRUST ETF | $3.3M | 85765 | 0.69% |
| 27 | EXXON MOBIL CORP | $3.0M | 17968 | 0.64% |
| 28 | INTEL CORP | $3.0M | 67798 | 0.63% |
| 29 | ARISTA NETWORKS INC | $2.9M | 23260 | 0.60% |
| 30 | ROBINHOOD MKTS INC | $2.8M | 39739 | 0.58% |
| 31 | AURORA INNOVATION INC | $2.7M | 654608 | 0.56% |
| 32 | TAIWAN SEMICONDUCTOR MANUFAC | $2.7M | 7878 | 0.56% |
| 33 | INTUITIVE SURGICAL INC | $2.6M | 5550 | 0.54% |
| 34 | ISHARES SILVER TR | $2.5M | 36617 | 0.52% |
| 35 | PALO ALTO NETWORKS INC | $2.4M | 15249 | 0.51% |
| 36 | COCA COLA CO | $2.3M | 30686 | 0.49% |
| 37 | ADVANCED MICRO DEVICES INC | $2.3M | 11427 | 0.49% |
| 38 | MCKESSON CORP | $2.3M | 2665 | 0.48% |
| 39 | AGNICO EAGLE MINES LTD | $2.3M | 11285 | 0.48% |
| 40 | ORACLE CORP | $2.2M | 14964 | 0.46% |
| 41 | UNION PAC CORP | $2.0M | 8232 | 0.42% |
| 42 | CATERPILLAR INC | $1.9M | 2705 | 0.40% |
| 43 | FRANCO NEV CORP | $1.8M | 7480 | 0.39% |
| 44 | WALMART INC | $1.7M | 13663 | 0.36% |
| 45 | ROCKWELL AUTOMATION INC | $1.6M | 4586 | 0.34% |
| 46 | SABINE RTY TR | $1.6M | 21825 | 0.34% |
| 47 | LOEWS CORP | $1.6M | 14990 | 0.33% |
| 48 | SERVICENOW INC | $1.6M | 15125 | 0.33% |
| 49 | ENBRIDGE INC | $1.5M | 28499 | 0.32% |
| 50 | COSTCO WHOLESALE CORPORATION | $1.5M | 1494 | 0.31% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.