| 1 | BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 9.34% |
| 2 | CHRW | C.H. Robinson Worldwide, Inc. | 3.12% |
| 3 | LRCX | Lam Research Corporation | 2.95% |
| 4 | STX | Seagate Technology Holdings plc | 2.58% |
| 5 | KLAC | KLA Corporation | 2.43% |
| 6 | WDC | Western Digital Corporation | 2.38% |
| 7 | GOOGL | Alphabet Inc. | 2.28% |
| 8 | GS | The Goldman Sachs Group, Inc. | 2.15% |
| 9 | APH | Amphenol Corporation | 2.07% |
| 10 | TER | Teradyne, Inc. | 2.03% |
| 11 | ROK | Rockwell Automation, Inc. | 2.00% |
| 12 | ALB | Albemarle Corporation | 2.00% |
| 13 | MPWR | Monolithic Power Systems, Inc. | 1.99% |
| 14 | EXPE | Expedia Group, Inc. | 1.94% |
| 15 | PWR | Quanta Services, Inc. | 1.92% |
| 16 | AVGO | Broadcom Inc. | 1.91% |
| 17 | INTC | Intel Corporation | 1.91% |
| 18 | MU | Micron Technology, Inc. | 1.89% |
| 19 | AMD | Advanced Micro Devices, Inc. | 1.88% |
| 20 | F | Ford Motor Company | 1.87% |
| 21 | CAT | Caterpillar Inc. | 1.84% |
| 22 | PLTR | Palantir Technologies Inc. | 1.79% |
| 23 | BEN | Franklin Resources, Inc. | 1.77% |
| 24 | HWM | Howmet Aerospace Inc. | 1.76% |
| 25 | IBKR | Interactive Brokers Group, Inc. | 1.75% |
| View BOBP holdings |
