| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | EA SERIES TRUST ARS FOCUSED OPPO | $203.5M | 5.63M | 10.6% | ADDED | +28.2K |
| 2 | NEWMONT CORP COM | $86.1M | 795.3K | 4.5% | ADDED | +98.2K |
| 3 | APPLE INC COM | $85.0M | 334.8K | 4.4% | ADDED | +16.5K |
| 4 | LAM RESEARCH CORP COM NEW | $82.3M | 385.0K | 4.3% | REDUCED | -50,466 |
| 5 | ALPHABET INC CAP STK CL A | $78.9M | 274.5K | 4.1% | ADDED | +33.1K |
| 6 | MICRON TECHNOLOGY INC COM | $77.8M | 230.3K | 4.0% | REDUCED | -38,944 |
| 7 | EA SERIES TRUST ARS CORE EQTY | $73.0M | 4.19M | 3.8% | ADDED | +14.1K |
| 8 | FREEPORT MCMORAN INC CL B | $63.0M | 1.07M | 3.3% | ADDED | +147.0K |
| 9 | GE VERNOVA INC COM | $55.4M | 63.4K | 2.9% | ADDED | +9.2K |
| 10 | NVIDIA CORPORATION COM | $52.3M | 299.8K | 2.7% | ADDED | +79.6K |
| 11 | WESTERN DIGITAL CORP COM | $51.9M | 191.9K | 2.7% | REDUCED | -67,328 |
| 12 | ASCENDIS PHARMA A/S SPONSORED ADR | $47.9M | 209.5K | 2.5% | ADDED | +34.8K |
| 13 | CRH PLC ORD | $45.9M | 437.1K | 2.4% | ADDED | +57.3K |
| 14 | RTX CORPORATION COM | $45.4M | 235.4K | 2.4% | ADDED | +23.2K |
| 15 | BLACKSTONE INC COM | $44.3M | 385.5K | 2.3% | ADDED | +141.3K |
| 16 | AMAZON COM INC COM | $42.8M | 205.6K | 2.2% | ADDED | +23.3K |
| 17 | VERTIV HOLDINGS CO COM CL A | $41.5M | 165.6K | 2.2% | ADDED | +30.1K |
| 18 | MARATHON PETE CORP COM | $40.4M | 165.6K | 2.1% | ADDED | +65.6K |
| 19 | BOEING CO COM | $38.9M | 195.3K | 2.0% | ADDED | +37.0K |
| 20 | QUANTA SVCS INC COM | $38.2M | 69.6K | 2.0% | ADDED | +12.5K |
| 21 | BROADCOM INC COM | $37.7M | 121.9K | 2.0% | REDUCED | -5,465 |
| 22 | REGENERON PHARMACEUTICALS COM | $35.0M | 45.3K | 1.8% | ADDED | +9.8K |
| 23 | MORGAN STANLEY COM NEW | $30.2M | 183.7K | 1.6% | ADDED | +58.1K |
| 24 | VISTRA CORP COM | $28.7M | 191.0K | 1.5% | ADDED | +96.1K |
| 25 | STATE STR SPDR S&P 500 ETF T TR UNIT | $28.4M | 43.7K | 1.5% | ADDED | +646 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: Apr 16, 2026