Location: Warsaw, Poland
CIK: 0002079571 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 14, 2026
Total Value: $242M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 91,176 | $15.9M | 6.6% | $174.40 | $97.44 | +79.0% | Common Stock | 67066G104 |
| MSFT | MICROSOFT CORP | 33,825 | $12.52M | 5.2% | $370.17 | $281.93 | +31.3% | Common Stock | 594918104 |
| GOOG | ALPHABET INC | 41,199 | $11.82M | 4.9% | $286.86 | $159.89 | +79.4% | Common Stock | 02079K107 |
| AMZN | AMAZON COM INC | 42,149 | $8.778M | 3.6% | $208.27 | $167.51 | +24.3% | Common Stock | 023135106 |
| AMD | ADVANCED MICRO DEVICES INC | 35,338 | $7.189M | 3.0% | $203.43 | $139.55 | +45.8% | Common Stock | 007903107 |
| AAPL | APPLE INC | 27,830 | $7.063M | 2.9% | $253.79 | $193.65 | +31.1% | Common Stock | 037833100 |
| MU | MICRON TECHNOLOGY INC | 18,223 | $6.156M | 2.5% | $337.84 | $78.23 | +331.9% | Common Stock | 595112103 |
| META | META PLATFORMS INC | 9,467 | $5.416M | 2.2% | $572.13 | $597.74 | -4.3% | Common Stock | 30303M102 |
| NOW | SERVICENOW INC | 49,648 | $5.191M | 2.1% | $104.55 | $162.30 | -35.6% | Common Stock | 81762P102 |
| CLH | CLEAN HARBORS INC | 17,107 | $4.905M | 2.0% | $286.73 | $173.63 | +65.1% | Common Stock | 184496107 |
| AVGO | BROADCOM INC | 14,695 | $4.548M | 1.9% | $309.51 | $334.09 | -7.4% | Common Stock | 11135F101 |
| MA | MASTERCARD INCORPORATED | 9,085 | $4.539M | 1.9% | $499.66 | $413.01 | +21.0% | Common Stock | 57636Q104 |
| PWR | QUANTA SVCS INC | 7,890 | $4.332M | 1.8% | $549.02 | $171.91 | +219.4% | Common Stock | 74762E102 |
| FCX | FREEPORT MCMORAN INC | 70,491 | $4.143M | 1.7% | $58.78 | $47.45 | +23.9% | Common Stock | 35671D857 |
| ROAD | CONSTRUCTION PARTNERS INC | 35,965 | $3.996M | 1.7% | $111.12 | $45.90 | +142.1% | Common Stock | 21044C107 |
| CRM | SALESFORCE INC | 20,850 | $3.892M | 1.6% | $186.67 | $190.55 | -2.0% | Common Stock | 79466L302 |
| MPWR | MONOLITHIC PWR SYS INC | 2,723 | $2.977M | 1.2% | $1093.35 | $452.96 | +141.4% | Common Stock | 609839105 |
| JPM | JPMORGAN CHASE & CO | 9,111 | $2.68M | 1.1% | $294.16 | $249.89 | +17.7% | Common Stock | 46625H100 |
| BK | BANK NEW YORK MELLON CORP | 21,978 | $2.607M | 1.1% | $118.63 | $110.79 | +7.1% | Common Stock | 064058100 |
| UNP | UNION PAC CORP | 10,101 | $2.451M | 1.0% | $242.62 | $232.21 | +4.5% | Common Stock | 907818108 |
| DDOG | DATADOG INC | 20,538 | $2.425M | 1.0% | $118.05 | $106.09 | +11.3% | Common Stock | 23804L103 |
| XYZ | BLOCK INC | 39,845 | $2.398M | 1.0% | $60.18 | $61.67 | -2.4% | Common Stock | 852234103 |
| FSS | FEDERAL SIGNAL CORP | 21,498 | $2.325M | 1.0% | $108.14 | $65.25 | +65.7% | Common Stock | 313855108 |
| GS | GOLDMAN SACHS GROUP INC | 2,730 | $2.31M | 1.0% | $845.99 | $813.35 | +4.0% | Common Stock | 38141G104 |
| ARM | ARM HOLDINGS PLC | 15,155 | $2.293M | 0.9% | $151.28 | $106.44 | +42.1% | ADR | 042068205 |
| CAT | CATERPILLAR INC | 3,172 | $2.247M | 0.9% | $708.46 | $309.54 | +128.9% | Common Stock | 149123101 |
| WAB | WABTEC | 8,991 | $2.247M | 0.9% | $249.91 | $105.87 | +136.0% | Common Stock | 929740108 |
| DASH | DOORDASH INC | 14,900 | $2.237M | 0.9% | $150.15 | $191.80 | -21.7% | Common Stock | 25809K105 |
| ISRG | INTUITIVE SURGICAL INC | 4,820 | $2.222M | 0.9% | $460.99 | $303.19 | +52.0% | Common Stock | 46120E602 |
| RMBS | RAMBUS INC DEL | 25,700 | $2.211M | 0.9% | $86.03 | $37.27 | +130.9% | Common Stock | 750917106 |
| MELI | MERCADOLIBRE INC | 1,245 | $2.153M | 0.9% | $1729.02 | $1963.23 | -11.9% | Common Stock | 58733R102 |
| NFLX | NETFLIX INC. | 22,265 | $2.141M | 0.9% | $96.15 | $107.94 | -10.9% | Common Stock | 64110L106 |
| LITE | LUMENTUM HLDGS INC | 2,958 | $2.079M | 0.9% | $702.76 | $256.82 | +173.6% | Common Stock | 55024U109 |
| V | VISA INC | 6,841 | $2.068M | 0.9% | $302.24 | $256.04 | +18.0% | Common Stock | 92826C839 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | 88,519 | $2.032M | 0.8% | $22.95 | $18.69 | +22.8% | Common Stock | P73684113 |
| ROST | ROSS STORES INC | 9,367 | $2.029M | 0.8% | $216.63 | $189.34 | +14.4% | Common Stock | 778296103 |
| NU | NU HLDGS LTD | 140,630 | $2.021M | 0.8% | $14.37 | $11.94 | +20.3% | Common Stock | G6683N103 |
| SYM | SYMBOTIC INC | 35,075 | $1.866M | 0.8% | $53.20 | $28.79 | +84.8% | Common Stock | 87151X101 |
| LSCC | LATTICE SEMICONDUCTOR CORP | 19,520 | $1.811M | 0.7% | $92.76 | $93.17 | — | Common Stock | 518415104 |
| KRMN | KARMAN HLDGS INC | 22,127 | $1.771M | 0.7% | $80.05 | $72.41 | +10.5% | Common Stock | 485924104 |
| WMT | WALMART INC | 13,850 | $1.721M | 0.7% | $124.28 | $83.69 | +48.5% | Common Stock | 931142103 |
| AXON | AXON ENTERPRISE INC | 3,995 | $1.697M | 0.7% | $424.69 | $499.48 | -15.0% | Common Stock | 05464C101 |
| CIEN | CIENA CORP | 4,351 | $1.689M | 0.7% | $388.23 | $194.00 | +100.1% | Common Stock | 171779309 |
| WM | WASTE MGMT INC DEL | 7,207 | $1.656M | 0.7% | $229.79 | $204.85 | +12.2% | Common Stock | 94106L109 |
| MCK | MCKESSON CORP | 1,829 | $1.583M | 0.7% | $865.36 | $733.08 | +18.0% | Common Stock | 58155Q103 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 21,213 | $1.496M | 0.6% | $70.51 | $24.11 | +192.4% | Common Stock | 50077B207 |
| ONON | ON HLDG AG | 43,910 | $1.494M | 0.6% | $34.02 | $31.66 | +7.5% | Common Stock | H5919C104 |
| MLM | MARTIN MARIETTA MATLS INC | 2,527 | $1.488M | 0.6% | $588.68 | $496.89 | +18.5% | Common Stock | 573284106 |
| MRVL | MARVELL TECHNOLOGY INC | 14,681 | $1.454M | 0.6% | $99.05 | $72.58 | +36.5% | Common Stock | 573874104 |
| ORCL | ORACLE CORP | 9,799 | $1.442M | 0.6% | $147.11 | $253.31 | -41.9% | Common Stock | 68389X105 |
| NTRA | NATERA INC | 7,200 | $1.44M | 0.6% | $199.99 | $72.85 | +174.5% | Common Stock | 632307104 |
| COST | COSTCO WHOLESALE CORPORATION | 1,390 | $1.385M | 0.6% | $996.43 | $949.10 | +5.0% | Common Stock | 22160K105 |
| VMC | VULCAN MATLS CO | 5,030 | $1.37M | 0.6% | $272.30 | $238.06 | +14.4% | Common Stock | 929160109 |
| KVYO | KLAVIYO INC | 67,900 | $1.321M | 0.5% | $19.46 | $36.87 | -47.2% | Common Stock | 49845K101 |
| KLAC | KLA CORP | 868 | $1.278M | 0.5% | $1472.41 | $1463.38 | +0.6% | Common Stock | 482480100 |
| RKLB | ROCKET LAB CORP | 19,435 | $1.248M | 0.5% | $64.22 | $57.32 | +12.0% | Common Stock | 773121108 |
| LRCX | LAM RESEARCH CORP | 5,615 | $1.2M | 0.5% | $213.66 | $223.72 | -4.5% | Common Stock | 512807306 |
| CDNS | CADENCE DESIGN SYSTEM INC | 4,300 | $1.195M | 0.5% | $277.87 | $183.72 | +51.2% | Common Stock | 127387108 |
| GM | GENERAL MTRS CO | 15,583 | $1.161M | 0.5% | $74.50 | $70.40 | +5.8% | Common Stock | 37045V100 |
| CFG | CITIZENS FINL GROUP INC | 18,936 | $1.136M | 0.5% | $59.97 | $55.30 | +8.5% | Common Stock | 174610105 |
| FTAI | FTAI AVIATION LTD | 4,610 | $1.129M | 0.5% | $245.00 | $215.41 | +13.7% | Common Stock | G3730V105 |
| GH | GUARDANT HEALTH INC | 12,000 | $1.108M | 0.5% | $92.37 | $49.78 | +85.6% | Common Stock | 40131M109 |
| GNRC | GENERAC HLDGS INC | 5,508 | $1.076M | 0.4% | $195.33 | $192.00 | +1.7% | Common Stock | 368736104 |
| KO | COCA COLA CO | 13,774 | $1.048M | 0.4% | $76.05 | $61.06 | +24.6% | Common Stock | 191216100 |
| TTMI | TTM TECHNOLOGIES INC | 10,565 | $1.029M | 0.4% | $97.42 | $65.27 | +49.3% | Common Stock | 87305R109 |
| IR | INGERSOLL RAND INC | 12,499 | $1.001M | 0.4% | $80.12 | $57.62 | +39.1% | Common Stock | 45687V106 |
| TSLA | TESLA INC | 2,681 | $997K | 0.4% | $371.75 | $323.09 | +15.1% | Common Stock | 88160R101 |
| BROS | DUTCH BROS INC | 19,630 | $994K | 0.4% | $50.66 | $50.84 | -0.3% | Common Stock | 26701L100 |
| SGI | SOMNIGROUP INTERNATIONAL INC | 13,400 | $991K | 0.4% | $73.92 | $65.20 | +13.4% | Common Stock | 88023U101 |
| RL | RALPH LAUREN CORP | 2,871 | $988K | 0.4% | $343.99 | $340.72 | +1.0% | Common Stock | 751212101 |
| CCL | CARNIVAL CORP | 37,450 | $969K | 0.4% | $25.88 | $23.41 | +10.6% | Common Stock | 143658300 |
| COF | CAPITAL ONE FINL CORP | 5,245 | $957K | 0.4% | $182.43 | $221.22 | -17.5% | Common Stock | 14040H105 |
| COHR | COHERENT CORP | 3,984 | $949K | 0.4% | $238.21 | $155.26 | +53.4% | Common Stock | 19247G107 |
| COR | CENCORA INC | 2,918 | $917K | 0.4% | $314.14 | $347.32 | -9.6% | Common Stock | 03073E105 |
| GXO | GXO LOGISTICS INCORPORATED | 17,600 | $913K | 0.4% | $51.85 | $52.20 | -0.7% | Common Stock | 36262G101 |
| CRWD | CROWDSTRIKE HLDGS INC | 2,292 | $895K | 0.4% | $390.41 | $385.61 | +1.2% | Common Stock | 22788C105 |
| AAON | AAON INC | 10,500 | $869K | 0.4% | $82.75 | $121.98 | -32.2% | Common Stock | 000360206 |
| VSCO | VICTORIAS SECRET AND CO | 18,700 | $867K | 0.4% | $46.36 | $46.60 | -0.5% | Common Stock | 926400102 |
| PANW | PALO ALTO NETWORKS INC | 5,198 | $833K | 0.3% | $160.32 | $156.40 | +2.5% | Common Stock | 697435105 |
| ROK | ROCKWELL AUTOMATION INC | 2,310 | $829K | 0.3% | $358.88 | $270.53 | +32.7% | Common Stock | 773903109 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2,316 | $783K | 0.3% | $337.95 | $293.42 | +15.2% | ADR | 874039100 |
| AGI | ALAMOS GOLD INC | 17,531 | $778K | 0.3% | $44.40 | $20.95 | +112.1% | Common Stock | 011532108 |
| MNST | MONSTER BEVERAGE CORP NEW | 10,650 | $772K | 0.3% | $72.46 | $57.48 | +26.1% | Common Stock | 61174X109 |
| GFF | GRIFFON CORP | 10,450 | $760K | 0.3% | $72.68 | $45.72 | +59.0% | Common Stock | 398433102 |
| SNOW | SNOWFLAKE INC | 4,950 | $747K | 0.3% | $150.82 | $142.40 | +5.9% | Common Stock | 833445109 |
| EMR | EMERSON ELEC CO | 5,500 | $721K | 0.3% | $131.02 | $99.38 | +31.8% | Common Stock | 291011104 |
| MHO | M/I HOMES INC | 5,467 | $669K | 0.3% | $122.45 | $142.88 | -14.3% | Common Stock | 55305B101 |
| TKO | TKO GROUP HOLDINGS INC | 3,255 | $656K | 0.3% | $201.65 | $197.53 | +2.1% | Common Stock | 87256C101 |
| STLD | STEEL DYNAMICS INC | 3,582 | $645K | 0.3% | $180.00 | $158.36 | +13.7% | Common Stock | 858119100 |
| CHWY | CHEWY INC | 23,150 | $625K | 0.3% | $27.00 | $31.20 | -13.5% | Common Stock | 16679L109 |
| PH | PARKER-HANNIFIN CORP | 692 | $620K | 0.3% | $895.24 | $817.77 | +9.5% | Common Stock | 701094104 |
| TDY | TELEDYNE TECHNOLOGIES INC | 1,003 | $607K | 0.3% | $605.01 | $513.18 | +17.9% | Common Stock | 879360105 |
| SPOT | SPOTIFY TECHNOLOGY S A | 1,230 | $596K | 0.2% | $484.91 | $501.48 | -3.3% | Common Stock | L8681T102 |
| PLTR | PALANTIR TECHNOLOGIES INC | 4,076 | $596K | 0.2% | $146.28 | $129.93 | +12.6% | Common Stock | 69608A108 |
| AMG | AFFILIATED MANAGERS GROUP | 2,090 | $578K | 0.2% | $276.70 | $270.56 | +2.3% | Common Stock | 008252108 |
| COP | CONOCOPHILLIPS | 4,345 | $574K | 0.2% | $132.00 | $109.76 | +20.3% | Common Stock | 20825C104 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 8,740 | $565K | 0.2% | $64.61 | $78.72 | -17.9% | Common Stock | 595017104 |
| ADSK | AUTODESK INC | 2,270 | $543K | 0.2% | $239.40 | $202.28 | +18.4% | Common Stock | 052769106 |
| UBER | UBER TECHNOLOGIES INC | 7,405 | $533K | 0.2% | $71.93 | $90.12 | -20.2% | Common Stock | 90353T100 |
| GAP | GAP INC | 21,900 | $530K | 0.2% | $24.20 | $24.07 | +0.6% | Common Stock | 364760108 |
| APTV | APTIV PLC | 7,400 | $514K | 0.2% | $69.44 | $79.33 | -12.5% | Common Stock | G3265R107 |
| ZS | ZSCALER INC | 3,660 | $513K | 0.2% | $140.29 | $282.86 | -50.4% | Common Stock | 98980G102 |
| SPGI | S&P GLOBAL INC | 1,200 | $510K | 0.2% | $425.34 | $445.02 | -4.4% | Common Stock | 78409V104 |
| SHOP | SHOPIFY INC | 4,195 | $498K | 0.2% | $118.62 | $117.19 | +1.2% | Common Stock | 82509L107 |
| NET | CLOUDFLARE INC | 2,271 | $469K | 0.2% | $206.34 | $153.40 | +34.5% | Common Stock | 18915M107 |
| WCN | WASTE CONNECTIONS INC | 2,884 | $468K | 0.2% | $162.13 | $131.46 | +23.6% | Common Stock | 94106B101 |
| SLB | SLB LIMITED | 9,059 | $466K | 0.2% | $51.39 | $48.40 | +6.2% | Common Stock | 806857108 |
| ANET | ARISTA NETWORKS INC | 3,700 | $454K | 0.2% | $122.78 | $136.48 | -10.0% | Common Stock | 040413205 |
| TOL | TOLL BROTHERS INC | 3,147 | $429K | 0.2% | $136.47 | $146.26 | -6.7% | Common Stock | 889478103 |
| CVX | CHEVRON CORPORATION | 2,070 | $428K | 0.2% | $206.90 | $174.75 | +18.4% | Common Stock | 166764100 |
| HUBS | HUBSPOT INC | 1,715 | $419K | 0.2% | $244.10 | $490.04 | -50.2% | Common Stock | 443573100 |
| UMBF | UMB FINL CORP | 3,650 | $412K | 0.2% | $112.79 | $110.97 | +1.6% | Common Stock | 902788108 |
| FERG | FERGUSON ENTERPRISES INC | 1,750 | $408K | 0.2% | $233.26 | $197.54 | +18.1% | Common Stock | 31488V107 |
| CNOB | CONNECTONE BANCORP INC | 15,230 | $408K | 0.2% | $26.77 | $25.47 | +5.1% | Common Stock | 20786W107 |
| CUBI | CUSTOMERS BANCORP INC | 5,800 | $403K | 0.2% | $69.41 | $57.49 | +20.7% | Common Stock | 23204G100 |
| CP | CANADIAN PACIFIC KANSAS CITY | 5,000 | $393K | 0.2% | $78.53 | $75.54 | +4.1% | Common Stock | 13646K108 |
| LEVI | LEVI STRAUSS & CO NEW | 20,500 | $379K | 0.2% | $18.49 | $19.74 | -6.3% | Common Stock | 52736R102 |
| ABBV | ABBVIE INC | 1,702 | $370K | 0.2% | $217.49 | $126.76 | +71.6% | Common Stock | 00287Y109 |
| FLS | FLOWSERVE CORP | 4,650 | $342K | 0.1% | $73.51 | $63.36 | +16.0% | Common Stock | 34354P105 |
| CWST | CASELLA WASTE SYS INC | 4,300 | $341K | 0.1% | $79.34 | $86.65 | -8.4% | Common Stock | 147448104 |
| ADUS | ADDUS HOMECARE CORP | 3,600 | $337K | 0.1% | $93.65 | $119.30 | -21.5% | Common Stock | 006739106 |
| EXTR | EXTREME NETWORKS INC | 22,200 | $335K | 0.1% | $15.08 | $17.86 | -15.6% | Common Stock | 30226D106 |
| BAC | BANK AMERICA CORP | 6,667 | $325K | 0.1% | $48.75 | $41.37 | +17.8% | Common Stock | 060505104 |
| CME | CME GROUP INC | 1,100 | $325K | 0.1% | $295.35 | $296.93 | -0.5% | Common Stock | 12572Q105 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 23,400 | $325K | 0.1% | $13.88 | $16.21 | -14.4% | Common Stock | 00650F109 |
| MSCI | MSCI INC | 600 | $323K | 0.1% | $539.01 | $560.46 | -3.8% | Common Stock | 55354G100 |
| MCO | MOODYS CORP | 700 | $305K | 0.1% | $436.25 | $363.00 | +20.2% | Common Stock | 615369105 |
| AEM | AGNICO EAGLE MINES LTD | 1,490 | $302K | 0.1% | $202.55 | $91.61 | +121.6% | Common Stock | 008474108 |
| FAST | FASTENAL CO | 6,000 | $278K | 0.1% | $46.40 | $44.80 | +3.6% | Common Stock | 311900104 |
| APP | APPLOVIN CORP | 685 | $273K | 0.1% | $398.00 | $413.92 | -3.8% | Common Stock | 03831W108 |
| AMGN | AMGEN INC | 737 | $259K | 0.1% | $351.85 | $351.77 | +0.0% | Common Stock | 031162100 |
| WFC | WELLS FARGO & CO | 3,215 | $256K | 0.1% | $79.61 | $68.75 | +15.8% | Common Stock | 949746101 |
| BOOT | BOOT BARN HLDGS INC | 1,740 | $255K | 0.1% | $146.36 | $150.06 | -2.5% | Common Stock | 099406100 |
| GWRE | GUIDEWIRE SOFTWARE INC | 1,700 | $254K | 0.1% | $149.56 | $221.19 | -32.4% | Common Stock | 40171V100 |
| LNG | CHENIERE ENERGY INC | 881 | $250K | 0.1% | $283.76 | $208.30 | +36.2% | Common Stock | 16411R208 |
| BSX | BOSTON SCIENTIFIC CORP | 3,928 | $246K | 0.1% | $62.75 | $100.88 | -37.8% | Common Stock | 101137107 |
| LLY | ELI LILLY & CO | 259 | $238K | 0.1% | $919.77 | $955.55 | -3.7% | Common Stock | 532457108 |
| IRTC | IRHYTHM HOLDINGS INC | 1,800 | $212K | 0.1% | $118.02 | $173.54 | -32.0% | Common Stock | 450056106 |
| EOG | EOG RES INC | 1,396 | $202K | 0.1% | $144.57 | $116.03 | +24.6% | Common Stock | 26875P101 |
| LIN | LINDE PLC | 400 | $198K | 0.1% | $495.76 | $327.28 | +51.5% | Common Stock | G54950103 |
| HD | HOME DEPOT INC | 600 | $197K | 0.1% | $328.89 | $335.00 | -1.8% | Common Stock | 437076102 |
| ODFL | OLD DOMINION FREIGHT LINE IN | 1,000 | $195K | 0.1% | $195.40 | $186.45 | +4.8% | Common Stock | 679580100 |
| BABA | ALIBABA GROUP HLDG LTD | 1,495 | $188K | 0.1% | $125.46 | $77.28 | +62.3% | ADR | 01609W102 |
| TMDX | TRANSMEDICS GROUP INC | 1,800 | $179K | 0.1% | $99.41 | $123.48 | -19.5% | Common Stock | 89377M109 |
| TOST | TOAST INC | 6,500 | $172K | 0.1% | $26.51 | $33.02 | -19.7% | Common Stock | 888787108 |
| ORLY | OREILLY AUTOMOTIVE INC | 1,800 | $166K | 0.1% | $92.31 | $89.76 | +2.8% | Common Stock | 67103H107 |
| BE | BLOOM ENERGY CORP | 1,050 | $142K | 0.1% | $135.49 | $146.79 | -7.7% | Common Stock | 093712107 |
| SHW | SHERWIN WILLIAMS CO | 400 | $128K | 0.1% | $320.55 | $319.53 | +0.3% | Common Stock | 824348106 |
| CRCL | CIRCLE INTERNET GROUP INC | 1,278 | $122K | 0.1% | $95.41 | $103.35 | -7.7% | Common Stock | 172573107 |
| VLO | VALERO ENERGY CORP | 437 | $108K | 0.0% | $247.08 | $206.07 | +19.9% | Common Stock | 91913Y100 |
| FICO | FAIR ISAAC CORP | 100 | $107K | 0.0% | $1067.54 | $1008.41 | +5.9% | Common Stock | 303250104 |
| C | CITIGROUP INC | 900 | $102K | 0.0% | $113.41 | $103.64 | +9.4% | Common Stock | 172967424 |
| XOM | EXXON MOBIL CORP | 585 | $99,251 | 0.0% | $169.66 | $145.92 | +16.3% | Common Stock | 30231G102 |
| CRH | CRH PLC | 944 | $99,233 | 0.0% | $105.12 | $119.13 | -11.8% | Common Stock | G25508105 |
| CRWV | COREWEAVE INC | 1,245 | $96,450 | 0.0% | $77.47 | $86.79 | -10.7% | Common Stock | 21873S108 |
| CEG | CONSTELLATION ENERGY CORP | 345 | $96,341 | 0.0% | $279.25 | $360.45 | -22.5% | Common Stock | 21037T109 |
| JNJ | JOHNSON & JOHNSON | 389 | $95,086 | 0.0% | $244.44 | $220.53 | +10.8% | Common Stock | 478160104 |
| MPC | MARATHON PETE CORP | 379 | $92,543 | 0.0% | $244.18 | $201.41 | +21.2% | Common Stock | 56585A102 |
| NEM | NEWMONT CORP | 783 | $84,761 | 0.0% | $108.25 | $49.58 | +118.4% | Common Stock | 651639106 |
| B | BARRICK MNG CORP | 1,962 | $80,012 | 0.0% | $40.78 | $37.42 | +9.0% | Common Stock | 06849F108 |
| PHM | PULTE GROUP INC | 444 | $52,220 | 0.0% | $117.61 | $128.06 | -8.2% | Common Stock | 745867101 |
| CLS | CELESTICA INC | 172 | $48,417 | 0.0% | $281.49 | $290.45 | -3.0% | Common Stock | 15101Q207 |
| GOOGL | ALPHABET INC | 150 | $43,134 | 0.0% | $287.56 | $299.54 | -4.0% | Common Stock | 02079K305 |
| CLF | CLEVELAND-CLIFFS INC NEW | 4,427 | $37,408 | 0.0% | $8.45 | $12.63 | -33.1% | Common Stock | 185899101 |
| CDE | COEUR MNG INC | 1,895 | $35,569 | 0.0% | $18.77 | $7.02 | +167.4% | Common Stock | 192108504 |
| ALL | ALLSTATE CORP | 157 | $32,552 | 0.0% | $207.34 | $205.01 | +1.1% | Common Stock | 020002101 |
| TJX | TJX COS INC NEW | 203 | $32,419 | 0.0% | $159.70 | $142.36 | +12.2% | Common Stock | 872540109 |
| RTX | RTX CORPORATION | 153 | $29,514 | 0.0% | $192.90 | $177.04 | +9.0% | Common Stock | 75513E101 |
| IBM | INTERNATIONAL BUSINESS MACHS | 120 | $29,087 | 0.0% | $242.39 | $258.55 | -6.2% | Common Stock | 459200101 |
| TGT | TARGET CORP | 235 | $28,482 | 0.0% | $121.20 | $91.63 | +32.3% | Common Stock | 87612E106 |
| VALE | VALE S A | 1,600 | $25,456 | 0.0% | $15.91 | $11.30 | +40.8% | Common Stock | 91912E105 |
| CSCO | CISCO SYS INC | 310 | $24,053 | 0.0% | $77.59 | $71.11 | +9.1% | Common Stock | 17275R102 |
| ETR | ENTERGY CORP NEW | 210 | $23,596 | 0.0% | $112.36 | $94.54 | +18.8% | Common Stock | 29364G103 |
| GILD | GILEAD SCIENCES INC | 163 | $22,717 | 0.0% | $139.37 | $120.88 | +15.3% | Common Stock | 375558103 |
| SCCO | SOUTHERN COPPER CORP | 131 | $22,540 | 0.0% | $172.06 | $138.60 | +22.9% | Common Stock | 84265V105 |
| CPAY | CORPAY INC | 76 | $22,115 | 0.0% | $290.99 | $340.78 | -14.6% | Common Stock | 219948106 |
| MCD | MCDONALDS CORP | 70 | $21,755 | 0.0% | $310.79 | $318.60 | -2.4% | Common Stock | 580135101 |
| INTC | INTEL CORP | 392 | $17,299 | 0.0% | $44.13 | $22.07 | +100.0% | Common Stock | 458140100 |
| CVS | CVS HEALTH CORP | 226 | $16,231 | 0.0% | $71.82 | $64.44 | +11.4% | Common Stock | 126650100 |
| WCC | WESCO INTL INC | 59 | $16,144 | 0.0% | $273.63 | $204.45 | +33.8% | Common Stock | 95082P105 |
| JCI | JOHNSON CONTROLS INTERNATION | 123 | $16,107 | 0.0% | $130.95 | $129.19 | +1.4% | Common Stock | G51502105 |
| HON | HONEYWELL INTL INC | 71 | $16,048 | 0.0% | $226.03 | $228.54 | -1.1% | Common Stock | 438516106 |
| JHX | JAMES HARDIE INDS PLC | 840 | $15,910 | 0.0% | $18.94 | $20.06 | -5.6% | Common Stock | G4253H101 |
| AEP | AMERICAN ELEC PWR CO INC | 115 | $15,074 | 0.0% | $131.08 | $117.70 | +11.4% | Common Stock | 025537101 |
| MRK | MERCK & CO INC | 96 | $11,548 | 0.0% | $120.29 | $115.48 | +4.2% | Common Stock | 58933Y105 |
| AMAT | APPLIED MATLS INC | 33 | $11,279 | 0.0% | $341.79 | $336.17 | +1.7% | Common Stock | 038222105 |
| WMB | WILLIAMS COS INC | 150 | $10,917 | 0.0% | $72.78 | $69.23 | +5.1% | Common Stock | 969457100 |
| EQT | EQT CORP | 171 | $10,882 | 0.0% | $63.64 | $58.52 | +8.8% | Common Stock | 26884L109 |
| DE | DEERE & CO | 19 | $10,703 | 0.0% | $563.32 | $564.21 | -0.2% | Common Stock | 244199105 |
| EW | EDWARDS LIFESCIENCES CORP | 130 | $10,410 | 0.0% | $80.08 | $82.42 | -2.8% | Common Stock | 28176E108 |
| ADI | ANALOG DEVICES INC | 32 | $10,180 | 0.0% | $318.13 | $318.18 | -0.0% | Common Stock | 032654105 |