| 1 | BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 9.72% |
| 2 | CHRW | C.H. Robinson Worldwide, Inc. | 2.79% |
| 3 | LRCX | Lam Research Corporation | 2.49% |
| 4 | GOOGL | Alphabet, Inc. | 2.28% |
| 5 | EXPE | Expedia Group, Inc. | 2.23% |
| 6 | GS | The Goldman Sachs Group, Inc. | 2.23% |
| 7 | PLTR | Palantir Technologies Inc. | 2.17% |
| 8 | KLAC | KLA Corporation | 2.16% |
| 9 | NXPI | NXP Semiconductors N.V. | 2.12% |
| 10 | DE | Deere & Company | 2.01% |
| 11 | F | Ford Motor Company | 2.01% |
| 12 | AVGO | Broadcom Inc. | 2.00% |
| 13 | ROK | Rockwell Automation, Inc. | 1.97% |
| 14 | APH | Amphenol Corporation | 1.96% |
| 15 | AMZN | Amazon.com, Inc. | 1.88% |
| 16 | TTWO | Take-Two Interactive Software, Inc. | 1.87% |
| 17 | APP | AppLovin Corporation | 1.86% |
| 18 | MMM | 3M Company | 1.84% |
| 19 | HWM | Howmet Aerospace Inc. | 1.84% |
| 20 | DG | Dollar General Corporation | 1.84% |
| 21 | TEL | TE Connectivity plc | 1.83% |
| 22 | ALB | Albemarle Corporation | 1.83% |
| 23 | ABNB | Airbnb, Inc. | 1.83% |
| 24 | TER | Teradyne, Inc. | 1.82% |
| 25 | BEN | Franklin Resources, Inc. | 1.82% |
| View BOBP holdings |