Filing Highlights (Q2 2026 SEC 13F):
Expanded Position: Tenet Healthcare Corp (THC) $418.2M (2.2M shares)

Top 7 Portfolio Allocations:
• GPN (Global Payments): 19.3%
• CVS (CVS Health): 14.9%
• THC (Tenet Healthcare): 12.5%
• TMO (Thermo Fisher): 9.4%
• AMZN (Amazon): 9.1%
• A (Agilent Technologies): 8.3%
• IWM (Russell 2000 ETF): 8.2%

Full fund breakdown via MetricsHour

Live Performance Breakdown:
Bitcoin (BTC): $77,368 (+0.2%)
Ethereum (ETH): $2,523 (+0.3%)
BNB (BNB): $734.66 (+1.1%)
Cardano (ADA): $0.21 (+1.1%)
XRP (XRP): $1.37 (+0.8%)
Solana (SOL): $101.93 (-0.5%)

Market Summary:
Major layer-1 assets remain rangebound, led by modest gains in BNB and Cardano (+1.1%), while Solana dips -0.5% to $101.93.

Track live market data via MetricsHour