| 1 | GLDM | SPDR Gold Minishares Trust of beneficial interest | 8.73% |
| 2 | LON: RR | Rolls-Royce Holdings plc | 4.87% |
| 3 | STIP | iShares 0-5 Year TIPS Bond ETF | 4.10% |
| 4 | ETR: RHM | Rheinmetall AG | 3.75% |
| 5 | TYO: 7011 | Mitsubishi Heavy Industries, Ltd. | 3.70% |
| 6 | CEG | Constellation Energy Corporation | 3.35% |
| 7 | SHEL | Shell plc | 2.95% |
| 8 | URI | United Rentals, Inc. | 2.82% |
| 9 | SCHP | Schwab US TIPS ETF | 2.75% |
| 10 | SPG | Simon Property Group, Inc. | 2.46% |
| 11 | STLD | Steel Dynamics, Inc. | 2.31% |
| 12 | AEP | American Electric Power Company, Inc. | 2.09% |
| 13 | VST | Vistra Corp. | 2.08% |
| 14 | XOM | Exxon Mobil Corporation | 2.05% |
| 15 | AMT | American Tower Corporation | 1.99% |
| 16 | EPA: AI | L'Air Liquide S.A. | 1.98% |
| 17 | CF | CF Industries Holdings, Inc. | 1.90% |
| 18 | RBIL | F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF | 1.86% |
| 19 | CBRE | CBRE Group, Inc. | 1.78% |
| 20 | CLSK | CleanSpark, Inc. | 1.77% |
| 21 | GEV | GE Vernova Inc. | 1.68% |
| 22 | CRS | Carpenter Technology Corporation | 1.67% |
| 23 | ATI | ATI Inc. | 1.49% |
| 24 | EME | EMCOR Group, Inc. | 1.44% |
| 25 | MARA | MARA Holdings, Inc. | 1.44% |
| View PPI holdings |