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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $49.2M | 281880 | 16.52% |
| 2 | CHEVRON CORPORATION | $22.3M | 107824 | 7.50% |
| 3 | MICROSOFT CORP | $16.8M | 45340 | 5.64% |
| 4 | APPLE INC | $10.2M | 40000 | 3.41% |
| 5 | ON HLDG AG | $9.5M | 280142 | 3.20% |
| 6 | AMAZON COM INC | $6.6M | 31747 | 2.22% |
| 7 | META PLATFORMS INC | $6.0M | 10412 | 2.00% |
| 8 | BROADCOM INC | $5.6M | 18036 | 1.88% |
| 9 | ALPHABET INC | $4.7M | 16425 | 1.59% |
| 10 | NEWMONT CORP | $4.7M | 43450 | 1.58% |
| 11 | ELI LILLY & CO | $4.0M | 4309 | 1.33% |
| 12 | AGNICO EAGLE MINES LTD | $3.9M | 19047 | 1.30% |
| 13 | CAMECO CORP | $3.7M | 34391 | 1.25% |
| 14 | EXXON MOBIL CORP | $3.3M | 19370 | 1.10% |
| 15 | AXON ENTERPRISE INC | $2.9M | 6840 | 0.98% |
| 16 | INTUITIVE SURGICAL INC | $2.8M | 5979 | 0.93% |
| 17 | BARRICK MNG CORP | $2.5M | 60949 | 0.84% |
| 18 | JOHNSON & JOHNSON | $2.4M | 9863 | 0.81% |
| 19 | SALESFORCE INC | $2.3M | 12567 | 0.79% |
| 20 | GE VERNOVA INC | $2.2M | 2487 | 0.73% |
| 21 | MICRON TECHNOLOGY INC | $2.2M | 6368 | 0.72% |
| 22 | SERVICENOW INC | $2.1M | 20074 | 0.71% |
| 23 | WHEATON PRECIOUS METALS CORP | $2.1M | 15976 | 0.70% |
| 24 | CLOUDFLARE INC | $1.9M | 9231 | 0.64% |
| 25 | ABBVIE INC | $1.9M | 8659 | 0.63% |
| 26 | CROWDSTRIKE HLDGS INC | $1.9M | 4797 | 0.63% |
| 27 | TESLA INC | $1.7M | 4525 | 0.57% |
| 28 | UNITEDHEALTH GROUP INC | $1.6M | 6007 | 0.55% |
| 29 | MERCK & CO INC | $1.6M | 13138 | 0.53% |
| 30 | ALPHABET INC | $1.5M | 5360 | 0.52% |
| 31 | JPMORGAN CHASE & CO | $1.5M | 5214 | 0.52% |
| 32 | FIRST SOLAR INC | $1.5M | 7604 | 0.50% |
| 33 | ANGLOGOLD ASHANTI PLC | $1.5M | 15162 | 0.50% |
| 34 | TJX COS INC NEW | $1.4M | 9010 | 0.48% |
| 35 | WALMART INC | $1.4M | 11329 | 0.47% |
| 36 | CISCO SYS INC | $1.4M | 17600 | 0.46% |
| 37 | DEXCOM INC | $1.4M | 21717 | 0.46% |
| 38 | AMER SPORTS INC | $1.4M | 41000 | 0.45% |
| 39 | KINROSS GOLD CORP | $1.3M | 44200 | 0.45% |
| 40 | PALO ALTO NETWORKS INC | $1.3M | 8204 | 0.44% |
| 41 | ASTRAZENECA PLC | $1.3M | 6651 | 0.43% |
| 42 | VISA INC | $1.3M | 4158 | 0.42% |
| 43 | GOLD FIELDS LTD | $1.3M | 27600 | 0.42% |
| 44 | MASTERCARD INCORPORATED | $1.1M | 2179 | 0.37% |
| 45 | BERKSHIRE HATHAWAY INC DEL | $1.1M | 2210 | 0.36% |
| 46 | NETFLIX INC. | $1.0M | 10497 | 0.34% |
| 47 | WEST PHARMACEUTICAL SVSC INC | $1.0M | 4020 | 0.34% |
| 48 | ADVANCED MICRO DEVICES INC | $995K | 4889 | 0.33% |
| 49 | PAN AMERN SILVER CORP | $985K | 18050 | 0.33% |
| 50 | L3HARRIS TECHNOLOGIES INC | $977K | 2831 | 0.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.