PAGHX Holdings List

No.	Symbol	Name	% Weight	Shares
1	PLTR	Palantir Technologies Inc.	6.06%	135,000
2	APP	AppLovin Corporation	5.59%	35,000
3	AVGO	Broadcom Inc.	5.37%	50,000
4	META	Meta Platforms, Inc.	5.18%	30,000
5	NVDA	NVIDIA Corporation	4.72%	100,000
6	LMT	Lockheed Martin Corporation	3.66%	30,000
7	COST	Costco Wholesale Corporation	3.65%	15,000
8	ALB	Albemarle Corporation	3.47%	100,000
9	PH	Parker-Hannifin Corporation	3.45%	15,000
10	GPCR	Structure Therapeutics Inc.	3.34%	350,000
11	TPL	Texas Pacific Land Corporation	2.77%	12,000
12	ARM	Arm Holdings plc	2.71%	75,000
13	ADSK	Autodesk, Inc.	2.43%	30,000
14	AMGN	Amgen Inc.	2.30%	25,000
15	FCX	Freeport-McMoRan Inc.	2.29%	200,000
16	MS	Morgan Stanley	2.26%	50,000
17	LEN	Lennar Corporation	2.10%	60,000
18	APD	Air Products and Chemicals, Inc.	2.09%	30,000
19	TWLO	Twilio Inc.	2.07%	60,000
20	STT	State Street Corporation	2.06%	65,000
21	SCHW	The Charles Schwab Corporation	1.98%	80,000
22	V	Visa Inc.	1.96%	22,000
23	WSM	Williams-Sonoma, Inc.	1.92%	40,000
24	AFRM	Affirm Holdings, Inc.	1.89%	100,000
25	FDX	FedEx Corporation	1.84%	25,000

Showing 25 of 43 holdings

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As of Nov 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	95.87%
Cash	4.13%