| Advanced Micro Devices, Inc. | AMD | $2K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Affirm Holdings, Inc. Class A | AFRM | $744 | 0.0%Prev: 0.0% | 10 SH | Increased |
| Alibaba Group Holding Ltd. ADR | BABA | $1K | 0.0%Prev: 4.9% | 10 SH | Decreased-90,220 SH |
| Alphabet, Inc. Class A | GOOGL | $3K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Amazon.com, Inc. | AMZN | $9.3M | 3.1%Prev: 0.0% | 40,400 SH | Increased+40,390 SH |
| Amphenol Corporation | APH | $1K | 0.0% | 10 SH | New |
| Apple, Inc. | AAPL | $3K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Applied Digital Corporation | APLD | $9.1M | 3.0% | 371,690 SH | New |
| Applied Materials, Inc. | AMAT | $3K | 0.0%Prev: 0.0% | 10 SH | Increased |
| AppLovin Corporation | APP | $11.5M | 3.8%Prev: 6.0% | 17,030 SH | Decreased-10,630 SH |
| Argan, Inc. | AGX | $3K | 0.0%Prev: 4.0% | 10 SH | Decreased-48,460 SH |
| Arista Networks, Inc. | ANET | $1K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Arm Holdings plc | ARM | $1K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| ASML Holding N.V. ADR | ASML | $11K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Astera Labs, Inc. | ALAB | $14.6M | 4.8%Prev: 0.0% | 87,930 SH | Increased+87,920 SH |
| Axon Enterprise, Inc. | AXON | $6K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Bitmine Immersion Technologies, Inc. | BMNR | $272 | 0.0%Prev: 1.0% | 10 SH | Decreased-61,550 SH |
| Bloom Energy Corporation | BE | $2K | 0.0%Prev: 0.0% | 20 SH | Increased+10 SH |
| Broadcom Ltd. | AVGO | $16.0M | 5.3%Prev: 0.0% | 46,210 SH | Increased+46,200 SH |
| BWX Technologies, Inc. | BWXT | $2K | 0.0%Prev: 2.5% | 10 SH | Decreased-43,900 SH |
| Carvana Co. Class A | CVNA | $4K | 0.0%Prev: 2.9% | 10 SH | Decreased-25,220 SH |
| Celestica Inc. | CLS | $14.7M | 4.9%Prev: 0.0% | 49,790 SH | Increased+49,780 SH |
| Ciena Corp. | CIEN | $2K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Circle Internet Group Inc. | CRCL | $793 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| CleanSpark, Inc. | CLSK | $101 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Cloudflare, Inc. Class A | NET | $2K | 0.0%Prev: 4.8% | 10 SH | Decreased-72,980 SH |
| Coherent Corp. | COHR | $2K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Coinbase Global, Inc. Class A | COIN | $2K | 0.0%Prev: 4.0% | 10 SH | Decreased-39,020 SH |
| Constellation Energy Corporation | CEG | $4K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Core Scientific, Inc. | CORZ | $146 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| CoreWeave, Inc. | CRWV | $5.5M | 1.8%Prev: 6.4% | 77,190 SH | Decreased-76,250 SH |
| Corning Inc. Glass Works | GLW | $876 | 0.0%Prev: 0.0% | 10 SH | Increased |
| Credo Technology Group Holding LTD | CRDO | $1K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| CrowdStrike Holdings, Inc. Class A | CRWD | $5K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Cyberark Software LTD (Israel) | CYBR | $4K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| D-Wave Quantum Inc. | QBTS | $262 | 0.0%Prev: 0.0% | 10 SH | Increased |
| Datadog, Inc. Class A | DDOG | $1K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Dell Technologies, Inc. | DELL | $1K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| DoorDash, Inc. Class A | DASH | $2K | 0.0%Prev: 4.9% | 10 SH | Decreased-59,310 SH |
| Dynamix Corporation Class A | ETHM | $103 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Eaton Corporation PLC | ETN | $3K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| EchoStar Corporation | SATS | $6.1M | 2.0% | 56,300 SH | New |
| GE Aerospace | GE | $3K | 0.0%Prev: 0.0% | 10 SH | Increased |
| GE Vernova Inc. | GEV | $15.0M | 5.0%Prev: 0.0% | 22,960 SH | Increased+22,950 SH |
| Hut 8 Corp. | HUT | $459 | 0.0% | 10 SH | New |
| Invesco QQQ ETF | QQQ | $6K | 0.0%Prev: 0.0% | 10 SH | Increased |
| IonQ, Inc. | IONQ | $449 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| IREN Limited | IREN | $378 | 0.0% | 10 SH | New |
| ishares Bitcoin Trust | IBIT | $497 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| iShares Ethereum Trust | ETHA | $224 | 0.0%Prev: 1.0% | 10 SH | Decreased-103,340 SH |
| iShares Expanded Tech-Software Sector ETF | IGV | $1K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| KLA Corporation | KLAC | $12K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Lam Research Corp. | LRCX | $2K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Lumentum Holdings Inc. | LITE | $4K | 0.0% | 10 SH | New |
| Marvell Technology, Inc. | MRVL | $850 | 0.0%Prev: 0.0% | 10 SH | Increased |
| MercadoLibre, Inc. (Argentina) | MELI | $20K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Meta Platforms, Inc. Class A | META | $7K | 0.0%Prev: 1.6% | 10 SH | Decreased-7,140 SH |
| Micro Strategy, Inc. Class A | MSTR | $2K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Micron Technology, Inc. | MU | $3K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Microsoft Corp. | MSFT | $5K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| MongoDB, Inc. Class A | MDB | $10.4M | 3.5%Prev: 0.0% | 24,890 SH | Increased+24,880 SH |
| Monolithic Power Systems, Inc. | MPWR | $9K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Nebius Group N.V. | NBIS | $5.7M | 1.9%Prev: 3.0% | 68,140 SH | Decreased-18,640 SH |
| Netapp, Inc. | NTAP | $1K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Netflix, Inc. | NFLX | $9K | 0.0%Prev: 0.0% | 100 SH | Decreased+90 SH |
| NVIDIA Corp. | NVDA | $73.1M | 24.2%Prev: 23.9% | 391,860 SH | Decreased-29,940 SH |
| Oklo Inc. | OKLO | $718 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Okta, Inc. Class A | OKTA | $865 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Opendoor Technologies, Inc. | OPEN | $58 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Oracle Corp. | ORCL | $15.0M | 5.0%Prev: 0.0% | 77,100 SH | Increased+77,090 SH |
| Palantir Technologies, Inc. Class A | PLTR | $13.3M | 4.4%Prev: 4.9% | 74,690 SH | Decreased-14,000 SH |
| Palo Alto Networks, Inc. | PANW | $4K | 0.0%Prev: 0.0% | 20 SH | Decreased |
| Pure Storage, Inc. Class A | PSTG | $670 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Qualcomm, Inc. | QCOM | $2K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Quantum Computing Inc. | QUBT | $103 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| QXO, Inc. | QXO | $193 | 0.0%Prev: 0.0% | 10 SH | Increased |
| Reddit, Inc. | RDDT | $7.5M | 2.5%Prev: 0.0% | 32,650 SH | Increased+32,640 SH |
| Rigetti Computing, Inc. | RGTI | $222 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Rivian Automotive, Inc. Class A | RIVN | $197 | 0.0%Prev: 0.0% | 10 SH | Increased |
| Robinhood Markets, Inc. | HOOD | $1K | 0.0%Prev: 6.3% | 10 SH | Decreased-145,640 SH |
| Roblox Corporation Class A | RBLX | $810 | 0.0%Prev: 2.9% | 10 SH | Decreased-69,170 SH |
| Rocket Companies, Inc. | RKT | $194 | 0.0%Prev: 0.0% | 10 SH | |
| Rocket Lab Corporation | RKLB | $14.5M | 4.8%Prev: 0.0% | 207,360 SH | Increased+207,350 SH |
| Roku, Inc. Class A | ROKU | $1K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Rolls-Royce Holdings plc | RYCEY | $157 | 0.0%Prev: 3.0% | 10 SH | Decreased-611,480 SH |
| Sandisk Corp. | SNDK | $2K | 0.0%Prev: 0.0% | 10 SH | Increased+7 SH |
| Sea Ltd. (Singapore) | SE | $1K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| ServiceNow, Inc. | NOW | $8K | 0.0%Prev: 0.0% | 50 SH | Decreased+40 SH |
| Shopify, Inc. Class A (Canada) | SHOP | $2K | 0.0%Prev: 0.0% | 10 SH | Increased |
| SiTime Corporation | SITM | $2.9M | 1.0% | 8,180 SH | New |
| Snowflake, Inc. Class A | SNOW | $2K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| SoFi Technologies, Inc. | SOFI | $262 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Spotify Technology S.A. (Luxembourg) | SPOT | $6K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Super Micro Computer, Inc. | SMCI | $293 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | TSM | $31.0M | 10.3%Prev: 5.0% | 102,100 SH | Increased+43,480 SH |
| Take-Two Interactive Software, Inc. | TTWO | $3K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Talen Energy Corporation | TLN | $4K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Tempus AI, Inc. | TEM | $591 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Teradyne, Inc. | TER | $2K | 0.0% | 10 SH | New |
| Tesla, Inc. | TSLA | $18.1M | 6.0%Prev: 7.1% | 40,210 SH | Decreased-12,190 SH |
| Toast, Inc. | TOST | $355 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Uber Technologies, Inc. | UBER | $817 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Unity Software, Inc. | U | $442 | 0.0% | 10 SH | New |
| VanEck Semiconductor ETF | SMH | $4K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Vertiv Holdings Co | VRT | $8.1M | 2.7%Prev: 0.0% | 49,840 SH | Increased+49,830 SH |
| Vistra Corp. | VST | $2K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Western Digital Corp. | WDC | $2K | 0.0%Prev: 0.0% | 10 SH | Increased |
| Zillow Group, Inc. Class C | Z | $682 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Zscaler, Inc. | ZS | $2K | 0.0%Prev: 0.0% | 10 SH | Decreased |