#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VICOR CORP	VICR	226,260	$24.8M	13.63%
2	NEWMONT CORP	NEMCL	208,185	$20.8M	11.42%
3	CHEVRON CORP NEW	CVX	97,151	$14.8M	8.14%
4	VISTRA CORP	VST	74,865	$12.1M	6.64%
5	ALPHABET INC	GOOG	35,520	$11.1M	6.11%
6	ANTERO RESOURCES CORP	AR	290,300	$10.0M	5.50%
7	CVS HEALTH CORP	CVS	122,480	$9.7M	5.34%
8	THE CIGNA GROUP	125523100	34,195	$9.4M	5.17%
9	NUTRIEN LTD	NTR	143,820	$9.0M	4.92%
10	BRISTOL-MYERS SQUIBB CO	CELG-RI	151,700	$8.2M	4.50%
11	COMCAST CORP NEW	CCZ	229,000	$6.8M	3.76%
12	SLB LIMITED	SLB	167,575	$6.5M	3.56%
13	MOSAIC CO NEW	MOS	262,716	$6.3M	3.48%
14	QUALCOMM INC	QCOM	31,515	$5.4M	2.96%
15	MEDTRONIC PLC	MDT	54,455	$5.3M	2.90%
16	BUNGE GLOBAL SA	BG	56,320	$5.0M	2.76%
17	ABBVIE INC	ABBV	21,415	$4.9M	2.69%
18	FISERV INC	FISV	71,370	$4.8M	2.63%
19	L3HARRIS TECHNOLOGIES INC	LHX	13,390	$3.9M	2.16%
20	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,160	$2.1M	1.15%