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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $18.4M | 57470 | 15.64% |
| 2 | VANGUARD WORLD FD | $6.2M | 8946 | 5.29% |
| 3 | ISHARES GOLD TR | $5.3M | 60191 | 4.50% |
| 4 | NEWMONT CORP | $5.2M | 48275 | 4.43% |
| 5 | AGNICO EAGLE MINES LTD | $4.2M | 20817 | 3.58% |
| 6 | ISHARES TR | $3.9M | 40365 | 3.33% |
| 7 | MICROSOFT CORP | $3.9M | 10514 | 3.30% |
| 8 | APPLE INC | $3.6M | 14234 | 3.06% |
| 9 | ALPHABET INC | $3.4M | 11745 | 2.86% |
| 10 | EATON CORP PLC | $2.9M | 8179 | 2.48% |
| 11 | INVESCO CURRENCYSHARES SWISS | $2.4M | 21483 | 2.01% |
| 12 | RTX CORPORATION | $2.2M | 11620 | 1.90% |
| 13 | CUMMINS INC | $2.1M | 3969 | 1.81% |
| 14 | QUANTA SVCS INC | $2.1M | 3800 | 1.77% |
| 15 | AMENTUM HOLDINGS INC | $1.8M | 70548 | 1.56% |
| 16 | JPMORGAN CHASE & CO | $1.7M | 5890 | 1.47% |
| 17 | HILTON WORLDWIDE HLDGS INC | $1.7M | 5683 | 1.47% |
| 18 | ISHARES TR | $1.7M | 32269 | 1.44% |
| 19 | WISDOMTREE TR | $1.5M | 22826 | 1.30% |
| 20 | WISDOMTREE TR | $1.5M | 16960 | 1.26% |
| 21 | HONEYWELL INTL INC | $1.4M | 6317 | 1.21% |
| 22 | VANGUARD INDEX FDS | $1.4M | 6860 | 1.20% |
| 23 | BLOOM ENERGY CORP | $1.4M | 10043 | 1.15% |
| 24 | ISHARES TR | $1.3M | 8889 | 1.11% |
| 25 | STRYKER CORPORATION | $1.3M | 3950 | 1.10% |
| 26 | AUTOMATIC DATA PROCESSING IN | $1.3M | 6239 | 1.08% |
| 27 | BERKSHIRE HATHAWAY INC DEL | $1.3M | 2619 | 1.06% |
| 28 | VANGUARD SPECIALIZED FUNDS | $1.3M | 5825 | 1.06% |
| 29 | DISNEY WALT CO | $1.2M | 12377 | 1.01% |
| 30 | ALCON AG | $1.1M | 15231 | 0.97% |
| 31 | SHERWIN WILLIAMS CO | $1.1M | 3565 | 0.97% |
| 32 | STATE STR SPDR S&P 500 ETF T | $1.1M | 1738 | 0.96% |
| 33 | ISHARES TR | $1.1M | 19784 | 0.95% |
| 34 | ISHARES TR | $908K | 7824 | 0.77% |
| 35 | FLEXTRONICS INTL LTD | $868K | 13260 | 0.74% |
| 36 | FIRST SOLAR INC | $860K | 4362 | 0.73% |
| 37 | HUDBAY MINERALS INC | $859K | 41115 | 0.73% |
| 38 | ALPHABET INC | $837K | 2917 | 0.71% |
| 39 | TETRA TECH INC NEW | $815K | 27055 | 0.69% |
| 40 | CHEVRON CORPORATION | $810K | 3915 | 0.69% |
| 41 | J P MORGAN EXCHANGE TRADED F | $808K | 15972 | 0.69% |
| 42 | LINDE PLC | $786K | 1586 | 0.67% |
| 43 | MASTEC INC | $772K | 2400 | 0.65% |
| 44 | NEXTERA ENERGY INC | $732K | 7876 | 0.62% |
| 45 | CINCINNATI FINL CORP | $708K | 4500 | 0.60% |
| 46 | PROCTER & GAMBLE CO | $679K | 4704 | 0.58% |
| 47 | ISHARES TR | $656K | 6985 | 0.56% |
| 48 | PROGRESSIVE CORP | $574K | 2895 | 0.49% |
| 49 | NVIDIA CORPORATION | $568K | 3255 | 0.48% |
| 50 | RIO TINTO PLC | $548K | 5875 | 0.46% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.