#	Issuer	Ticker	Shares	Value	% of Portfolio
1	XPO INC	XPO	1,945,996	$264.5M	11.06%
2	MICROSOFT CORP	MSFT	542,736	$262.5M	10.97%
3	UNION PAC CORP	UNP	1,124,129	$260.0M	10.87%
4	QXO INC	QXO-PB	10,815,832	$208.6M	8.72%
5	ELI LILLY & CO	LLY	141,349	$151.9M	6.35%
6	NVIDIA CORPORATION	NVDA	592,856	$110.6M	4.62%
7	INVESCO EXCHANGE TRADED FD T	IVZ	534,478	$102.4M	4.28%
8	META PLATFORMS INC	META	107,821	$71.2M	2.98%
9	AMAZON COM INC	AMZN	184,391	$42.6M	1.78%
10	ISHARES GOLD TR	IAU	497,522	$40.4M	1.69%
11	SCHWAB CHARLES CORP	SCHW-PJ	390,217	$39.0M	1.63%
12	SPDR S&P 500 ETF TR	SPY	55,788	$38.0M	1.59%
13	CONSTELLATION ENERGY CORP	CEG	100,915	$35.7M	1.49%
14	PALO ALTO NETWORKS INC	PANW	190,610	$35.1M	1.47%
15	SPDR SERIES TRUST	78464A284	1,387,825	$34.6M	1.45%
16	MICROSOFT CORP	MSFT	0	$32.2M	1.34%
17	SPDR INDEX SHS FDS	78463X509	642,100	$30.1M	1.26%
18	UNITEDHEALTH GROUP INC	UNH	90,927	$30.0M	1.25%
19	INVESCO QQQ TR	IVZ	48,739	$29.9M	1.25%
20	TIC SOLUTIONS INC	TICAW	2,902,230	$29.3M	1.23%