ALTEX Holdings List

As of Dec 31, 2024

No.	Symbol	Name	% Weight	Shares
1	TSLA	Tesla, Inc.	13.57%	3,000
2	PWR	Quanta Services, Inc.	10.97%	3,100
3	FSLR	First Solar, Inc.	7.90%	4,000
4	ON	ON Semiconductor Corporation	7.06%	10,000
5	KTOS	Kratos Defense & Security Solutions, Inc.	5.91%	20,000
6	FISXX	Fidelity Colchester Street Trust - Treasury Portfolio	5.33%	475,843
7	ASPN	Aspen Aerogels, Inc.	4.66%	35,000
8	ITRI	Itron, Inc.	4.34%	3,565
9	IBE	Iberdrola SA	4.31%	27,903
10	ABBNY	ABB Ltd	4.21%	7,000
11	ENVX	Enovix Corporation	3.65%	30,000
12	GLW	Corning Incorporated	3.44%	6,460
13	ACLS	Axcelis Technologies, Inc.	3.13%	4,000
14	OKLO	Oklo Inc.	2.38%	10,000
15	ENPH	Enphase Energy, Inc.	2.31%	3,000
16	VWSYF	Vestas Wind Systems A/S	2.27%	15,000
17	PHG	Koninklijke Philips N.V.	1.92%	6,761
18	HON	Honeywell International Inc.	1.47%	580
19	STM	STMicroelectronics N.V.	1.40%	5,000
20	BE	Bloom Energy Corporation	1.24%	5,000
21	RUN	Sunrun Inc.	1.20%	11,600
22	6728	Ulvac Inc	1.18%	2,700
23	POWI	Power Integrations, Inc.	1.10%	1,598
24	EVGO	EVgo, Inc.	0.91%	20,000
25	CARR	Carrier Global Corporation	0.76%	1,000
26	WOLF	Wolfspeed, Inc.	0.75%	10,000
27	CHPT	ChargePoint Holdings, Inc.	0.72%	60,000
28	ARQ	Arq, Inc.	0.58%	6,800
29	NOVA	Sunnova Energy International Inc.	0.58%	15,000
30	SEDG	SolarEdge Technologies, Inc.	0.46%	3,000
31	ACLLY	Accelleron Industries AG	0.20%	350
32	CURLF	Curaleaf Holdings, Inc.	0.17%	10,000
33	OESX	Orion Energy Systems, Inc.	0.13%	14,000
34	6753	Sharp Corp/Japan	0.08%	1,100
35	SWVLW	Swvl Holdings Corp	0.00%	13,333
36	SPWRQ	SunPower Corporation	0.00%	29,931

As of Dec 31, 2024

Asset Allocation

Asset Class	% Weight
Stocks	94.79%
Cash	5.21%