| 1 | n/a | Cash | 11.99% |
| 2 | COR | Cencora, Inc. | 3.49% |
| 3 | PWR | Quanta Services, Inc. | 3.19% |
| 4 | PLTR | Palantir Technologies Inc. | 3.03% |
| 5 | ETR | Entergy Corporation | 3.03% |
| 6 | PL | Planet Labs PBC | 2.88% |
| 7 | MRK | Merck & Co., Inc. | 2.86% |
| 8 | HCA | HCA Healthcare, Inc. | 2.86% |
| 9 | ACM | AECOM | 2.74% |
| 10 | TMO | Thermo Fisher Scientific Inc. | 2.60% |
| 11 | TBIL | US Treasury 3 Month Bill ETF | 2.59% |
| 12 | SGOV | iShares 0-3 Month Treasury Bond ETF | 2.59% |
| 13 | JPM | JPMorgan Chase & Co. | 2.57% |
| 14 | AAPL | Apple Inc. | 2.56% |
| 15 | MSFT | Microsoft Corporation | 2.55% |
| 16 | CRWD | CrowdStrike Holdings, Inc. | 2.51% |
| 17 | SNOW | Snowflake Inc. | 2.49% |
| 18 | TLN | Talen Energy Corporation | 2.49% |
| 19 | WMT | Walmart Inc. | 2.43% |
| 20 | GOOGL | Alphabet Inc. | 2.42% |
| 21 | FOXA | Fox Corporation | 2.37% |
| 22 | MAR | Marriott International, Inc. | 2.28% |
| 23 | GEV | GE Vernova Inc. | 2.10% |
| 24 | PHYS | Sprott Physical Gold Trust | 2.09% |
| 25 | MCD | McDonald's Corporation | 2.08% |
| View SAMT holdings |
