| 1 | BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 10.26% |
| 2 | MU | Micron Technology, Inc. | 3.73% |
| 3 | LRCX | Lam Research Corporation | 3.40% |
| 4 | KLAC | KLA Corporation | 2.94% |
| 5 | CHRW | C.H. Robinson Worldwide, Inc. | 2.89% |
| 6 | TER | Teradyne, Inc. | 2.69% |
| 7 | WM | Waste Management, Inc. | 2.64% |
| 8 | AMAT | Applied Materials, Inc. | 2.58% |
| 9 | KO | The Coca-Cola Company | 2.47% |
| 10 | PWR | Quanta Services, Inc. | 2.25% |
| 11 | GLW | Corning Incorporated | 2.20% |
| 12 | CAT | Caterpillar Inc. | 2.20% |
| 13 | FIX | Comfort Systems USA, Inc. | 2.10% |
| 14 | MPWR | Monolithic Power Systems, Inc. | 2.06% |
| 15 | GEV | GE Vernova Inc. | 2.03% |
| 16 | AAPL | Apple Inc. | 1.95% |
| 17 | GOOGL | Alphabet Inc. | 1.92% |
| 18 | MRNA | Moderna, Inc. | 1.83% |
| 19 | FTI | TechnipFMC plc | 1.83% |
| 20 | ADI | Analog Devices, Inc. | 1.81% |
| 21 | JCI | Johnson Controls International plc | 1.76% |
| 22 | KEYS | Keysight Technologies, Inc. | 1.76% |
| 23 | MRK | Merck & Co., Inc. | 1.75% |
| 24 | MNST | Monster Beverage Corporation | 1.68% |
| 25 | AGX | Argan, Inc. | 1.68% |
| View BOBP holdings |
