Holdings as of 6/30/2026

Company Name Ticker Country No. Of Shares Price Market Value (USD) Weight in Portfolio Unrealized Gain/Loss Initial Purchase Date
Alibaba Group Holdings BABA China 900 95.98 86,382 2.0% 62,282 12/2021
Chubb Limited CB USA 500 340.74 170,370 3.9% 18,120 01/2026
GE Healthcare GEHC USA 1,640 64.01 104,976 2.4% -15,412 01/2024
CK Hutchinson CKHUY Hong Kong 20,000 8.48 169,600 3.9% 90,069 12/2013
ICICI IBN India 11,000 29.03 319,330 7.4% 222,355 12/2014
Jefferies Finl Group JEF USA 3,300 49.98 164,934 3.8% 93,169 12/2012
Lantheus Holdings LNTH USA 2,300 110.94 255,162 5.9% 104,348 01/2026
LSB Industries LXU USA 16,000 10.81 172,960 4.0% 77,670 01/2025
Marco Polo Marine MRPMF Singapore 2,500,000 0.1036 258,997 6.0% 156,808 01/2025
Micron Technologies MU USA 1,350 1,154.29 1,558,292 36.1% 1,452,528 12/2018
Pasona Group 2168:JP Japan 12,000 9.2170 110,605 2.6% 57,753 12/2019
Qualitas Controladora Q:MX Mexico 29,000 10.0282 290,817 6.7% 226,926 12/2017
Taiwan Semiconductor TSM Taiwan 820 477.57 391,607 9.1% 315,922 12/2022
Warner Brothers Discovery WBD USA 5,700 26.66 151,962 3.5% 77,254 12/2022
Cash N/A N/A 112,557 1.00 112,557 2.6% 0
Total 4,318,551 100.0% 2,939,803