| 1 | BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 10.04% |
| 2 | CHRW | C.H. Robinson Worldwide, Inc. | 2.89% |
| 3 | LRCX | Lam Research Corporation | 2.70% |
| 4 | TER | Teradyne, Inc. | 2.60% |
| 5 | WDC | Western Digital Corporation | 2.52% |
| 6 | PWR | Quanta Services, Inc. | 2.30% |
| 7 | GLW | Corning Incorporated | 2.30% |
| 8 | KLAC | KLA Corporation | 2.29% |
| 9 | GEV | GE Vernova Inc. | 2.13% |
| 10 | DOW | Dow Inc. | 2.09% |
| 11 | CAT | Caterpillar Inc. | 2.08% |
| 12 | ALB | Albemarle Corporation | 2.08% |
| 13 | GOOGL | Alphabet Inc. | 2.02% |
| 14 | FIX | Comfort Systems USA, Inc. | 1.97% |
| 15 | JCI | Johnson Controls International plc | 1.95% |
| 16 | AVGO | Broadcom Inc. | 1.89% |
| 17 | MPWR | Monolithic Power Systems, Inc. | 1.88% |
| 18 | INTC | Intel Corporation | 1.86% |
| 19 | AMAT | Applied Materials, Inc. | 1.85% |
| 20 | AAPL | Apple Inc. | 1.83% |
| 21 | KEYS | Keysight Technologies, Inc. | 1.81% |
| 22 | LHX | L3Harris Technologies, Inc. | 1.79% |
| 23 | ADI | Analog Devices, Inc. | 1.77% |
| 24 | STX | Seagate Technology Holdings plc | 1.77% |
| 25 | HON | Honeywell International Inc. | 1.73% |
| View BOBP holdings |
