Healthcare, energy, and software exposure expands as gold exits
APA Corporation, CrowdStrike, Incyte Corp, Merck, and Revvity were added as new positions. Newmont was fully exited, while Marathon Petroleum, Valero Energy, Phillips 66, and Charles River Laboratories were all reduced to equal 11.11% weights, leaving the portfolio evenly split across nine holdings.
Portfolio changes
| Ticker | Company | Before | After | Change |
|---|---|---|---|---|
| APA | APA Corporation | — | 11.11% | Added |
| CRWD | CrowdStrike | — | 11.11% | Added |
| INCY | Incyte Corp | — | 11.11% | Added |
| MRK | Merck | — | 11.11% | Added |
| RVTY | Revvity | — | 11.11% | Added |
| MPC | Marathon Petroleum | 20.81% | 11.11% | Reduced |
| VLO | Valero Energy | 20.53% | 11.11% | Reduced |
| PSX | Phillips 66 | 20.41% | 11.11% | Reduced |
| CRL | Charles River Laboratories | 19.38% | 11.11% | Reduced |
| NEM | — | 18.87% | — | Exited |