#	Issuer	Ticker	Shares	Value	% of Portfolio
1	SPDR GOLD TR	GLD	341,907	$135.5M	67.64%
2	NVIDIA CORPORATION	NVDA	61,737	$11.5M	5.75%
3	AMAZON COM INC	AMZN	40,080	$9.3M	4.62%
4	TALEN ENERGY CORP	TLN	21,500	$8.1M	4.02%
5	UNION PAC CORP	UNP	33,657	$7.8M	3.89%
6	HONEYWELL INTL INC	438516106	37,441	$7.3M	3.65%
7	AERCAP HOLDINGS NV	AER	44,900	$6.5M	3.22%
8	TAIWAN SEMICONDUCTOR MFG LTD	874039100	9,883	$3.0M	1.50%
9	ISHARES SILVER TR	SLV	27,700	$1.8M	0.89%
10	SPROTT ASSET MANAGEMENT LP	SII	25,000	$1.1M	0.57%
11	TKO GROUP HOLDINGS INC	TKO	5,300	$1.1M	0.55%
12	CRH PLC	CRH	8,400	$1.0M	0.52%
13	ISHARES TR	46435U135	20,378	$980,589	0.49%
14	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,867	$938,448	0.47%
15	MICROSOFT CORP	MSFT	1,420	$686,740	0.34%
16	MASTERCARD INCORPORATED	MA	1,110	$633,677	0.32%
17	INVESCO EXCHANGE TRADED FD T	IVZ	7,400	$521,030	0.26%
18	PG&E CORP	PCG-PX	30,900	$496,563	0.25%
19	GE AEROSPACE	369604301	1,580	$486,687	0.24%
20	HILTON WORLDWIDE HLDGS INC	HLT	1,560	$448,110	0.22%