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CHESAPEAKE ASSET MANAGEMENT LLC

Q2 2025 · 13F-HR

CHESAPEAKE ASSET MANAGEMENT LLCholdings as filed

Filed 2025-10-15 · accession 0001079397-25-000002

$111.1M
Reported value
321
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$11.4M10.3%22,943CommonSOLE
532457108LLYELI LILLY AND CO$6.9M6.24%8,899CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A F$6.3M5.64%8,175CommonSOLE
037833100AAPLAPPLE INC$6.0M5.39%29,203CommonSOLE
46625H100JPMJPMORGAN CHASE CO$5.5M4.97%19,053CommonSOLE
783549108RRYDER SYS INC COM$3.1M2.77%19,350CommonSOLE
001055102AFLAFLAC INC$3.0M2.69%28,357CommonSOLE
399909100GGALGrupo Financiero Galicia ADR$2.9M2.64%58,324CommonSOLE
459200101IBMIBM CORP$2.7M2.41%9,087CommonSOLE
78462F103SPYSPDR SP 500 ETF$2.4M2.18%3,904CommonSOLE
11135F101AVGOBROADCOM INC$2.2M2.01%8,085CommonSOLE
58933Y105MRKMERCK AND CO. INC.$2.0M1.79%25,194CommonSOLE
171340102CHDCHURCH AND DWIGHT INC$1.9M1.67%19,341CommonSOLE
058934100BBARBanco Bbva Argentina S A Spon ADR$1.7M1.51%101,850CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.6M1.44%12,173CommonSOLE
78463V107GLDSPDR GOLD SHARES ETF$1.5M1.38%5,028CommonSOLE
023135106AMZNAMAZON.COM INC$1.4M1.29%6,557CommonSOLE
05961W105BMABANCO MACRO S A FSPONSORED ADR 1 ADR REPS 10 ORD SHS$1.4M1.22%19,356CommonSOLE
75513E101RTXRTX CORP$1.4M1.22%9,270CommonSOLE
40171V100GWREGuidewire Software Inc Com$1.3M1.21%5,728CommonSOLE
21873S108CRWVCoreweave Inc CMN$1.3M1.16%7,886CommonSOLE
00287Y109ABBVABBVIE INC$1.2M1.11%6,665CommonSOLE
828806109SPGSimon PPTY Group Inc Sbi$1.2M1.04%7,200CommonSOLE
904767704UNILEVER PLC ADR$1.1M1.03%18,742CommonSOLE
46090E103QQQINVESCO QQQ TRUST$1.0M0.91%1,835CommonSOLE
969457100WMBWILLIAMS COS INC$1.0M0.91%16,085CommonSOLE
713448108PEPPEPSICO INC$952,9320.86%7,217CommonSOLE
097023105BABOEING CO$908,9410.82%4,338CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$890,1310.80%1,205CommonSOLE
742718109PGPROCTER AND GAMBLE CO$873,8700.79%5,485CommonSOLE
984245100YPFYPF Sociedad Anonima Spons ADR$845,3760.76%26,880CommonSOLE
741623102PRMBPRIMO BRANDS CORP CLASS A$831,4030.75%28,069CommonSOLE
580135101MCDMCDONALDS CORP$791,1960.71%2,708CommonSOLE
166764100CVXCHEVRON CORP NEW$777,5720.70%5,430CommonSOLE
697660207PAMPampa Energia SA ADR Ars$777,1940.70%11,202CommonSOLE
609207105MDLZMONDELEZ INTL INC CLASS A$762,2060.69%11,302CommonSOLE
478160104JNJJOHNSON AND JOHNSON$751,8350.68%4,922CommonSOLE
G29183103ETNEATON CORP PLC F$748,6080.67%2,097CommonSOLE
89417E109TRVTRAVELERS COS INC$742,4230.67%2,775CommonSOLE
65339F101NEENEXTERA ENERGY INC$715,5810.64%10,308CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$703,9720.63%1,520CommonSOLE
30231G102XOMEXXON MOBIL CORP$655,2080.59%6,078CommonSOLE
464288240ACWXACWX - MSCI ACWI ex US ETF$650,3510.59%10,672CommonSOLE
571748102MRSHMARSH AND MCLENNAN COS INC$600,1660.54%2,745CommonSOLE
219350105GLWCORNING INC$596,5800.54%11,344CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSIN$581,9500.52%1,887CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$577,3910.52%3,276CommonSOLE
437076102HDHOME DEPOT INC$549,9600.49%1,500CommonSOLE
693475105PNCPNC FINL SERVICES$534,6520.48%2,868CommonSOLE
882508104TXNTEXAS INSTRS INC$519,4650.47%2,502CommonSOLE
464287655IWMiShares TR Russell 2000 Index FD$514,6590.46%2,385CommonSOLE
67066G104NVDANVIDIA CORP$508,4120.46%3,218CommonSOLE
532457958PUT 100 LILLY ELI AND CO COM EXP 01-16-26 at 820.000 OPTION ROOT= LLY$506,1500.46%53PUTSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$472,6110.43%1,555CommonSOLE
037833950PUT APPLE INC 150 EXP 01/16/26$468,7820.42%326PUTSOLE
704326107PAYXPAYCHEX INC$426,6340.38%2,933CommonSOLE
009158106APDAIR PRODS AND CHEMS INC$426,4740.38%1,512CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$403,7790.36%13,734CommonSOLE
007903107AMDADVANCED MICRO DEVIC$400,2990.36%2,821CommonSOLE
12572Q105CMECME GROUP INC CLASS A$394,1360.35%1,430CommonSOLE
816851109SRESEMPRA$367,7870.33%4,854CommonSOLE
835699307SONYSony Corp ADR New Japan ADR$355,8300.32%13,670CommonSOLE
69351T106PPLPPL CORP$346,6600.31%10,229CommonSOLE
36828A101GEVGE VERNOVA INC$339,1850.31%641CommonSOLE
68389X105ORCLORACLE CORP$338,0010.30%1,546CommonSOLE
226406106CRESYCresud Sacifya Spon ADR$318,6570.29%29,615CommonSOLE
756109104OREALTY INCOME CORP REIT$299,1110.27%5,192CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$297,0360.27%952CommonSOLE
17275R102CSCOCISCO SYS INC$296,0440.27%4,267CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$291,3570.26%8,813CommonSOLE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$285,2820.26%8,310CommonSOLE
92343V104VZVERIZON COMMUNICATIONS I$285,2350.26%6,592CommonSOLE
54150E104LOMALoma Negra Cia Indl Ar Sponsored ADR$283,0910.25%25,806CommonSOLE
925652109VICIVICI PPTYS INC REIT$274,4590.25%8,419CommonSOLE
416515104HIGHARTFORD INS GROUP INC$271,2480.24%2,138CommonSOLE
46438F101IBITISHARES BITCOIN ETF$270,4250.24%4,418CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$268,5130.24%1,086CommonSOLE
92939U106WECWEC ENERGY GROUP INC$267,8980.24%2,571CommonSOLE
78464A854SPYMSPDR PORTFOLIO SP 500 ETF$260,4480.23%3,583CommonSOLE
369550108GDGENERAL DYNAMICS CORP$249,6600.22%856CommonSOLE
74762E102QUREQuanta SVCS Inc$248,7760.22%658CommonSOLE
46436E718SGOVISHARES 0-3 MONTH TREASURY BOND ETF$240,6490.22%2,390CommonSOLE
770700102HOODRobinhood Markets Inc A$237,8200.21%2,540CommonSOLE
G87052109TELTE CONNECTIVITY PLC F$236,4750.21%1,402CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$233,1030.21%8,737CommonSOLE
00206R102TATT INC$224,4000.20%7,754CommonSOLE
81369Y886XLUSELECT SECTOR UTI SELECTSPDR ETF$221,2980.20%2,710CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$211,1170.19%1,722CommonSOLE
S53435111Naspers LTD Zar$206,3850.19%665CommonSOLE
682680103OKEONEOK INC NEW$203,5850.18%2,494CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND FCLASSA$195,7720.18%655CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CLASS A$193,0280.17%379CommonSOLE
92840M102VSTVISTRA CORP COM$188,7700.17%974CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD FSPONSORED ADR$185,8780.17%85CommonSOLE
718172109PMPHILIP MORRIS INTL INC$179,0330.16%983CommonSOLE
311900104FASTFASTENAL CO$172,1160.15%4,098CommonSOLE
717081103PFEPFIZER INC$171,4250.15%7,072CommonSOLE
74340W103PLDPROLOGIS INC REIT$164,1970.15%1,562CommonSOLE
907818108UNPUNION PAC CORP$159,2150.14%692CommonSOLE
532457908CALL 100 LILLY ELI CO COM EXP 01-16-26 at 960.000 OPTION$147,8700.13%53CALLSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$146,7450.13%646CommonSOLE
464287150ITOTISHARES TOTAL US STOCK MARKET ETF$142,3320.13%1,054CommonSOLE
053484101AVBAVALONBAY CMNTYS INC REIT$141,0250.13%693CommonSOLE
920253101VMIValmont Industries Inc$140,7170.13%430CommonSOLE
82621A104SMNEYSiemens Energy AG Unsp ADR$140,1900.13%1,210CommonSOLE
922908363VOOVANGUARD SP 500 ETF$134,0850.12%236CommonSOLE
44951W106IESCIES HLDGS INC COM$133,5990.12%451CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING ETF$133,0860.12%2,217CommonSOLE
05722G100BKRBaker Hughes Co$133,0390.12%3,470CommonSOLE
21874A106CORZCORE SCIENTIFIC INC$130,7040.12%7,657CommonSOLE
718546104PSXPHILLIPS 66$125,1450.11%1,049CommonSOLE
456837103INGING GROEP N V ADR$124,6590.11%5,700CommonSOLE
617446448MSMORGAN STANLEY$124,5200.11%884CommonSOLE
254687106DISDISNEY WALT CO$122,0120.11%983CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC N$113,4960.10%800CommonSOLE
369604301GEGE AEROSPACE$108,6770.10%422CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS$106,4690.10%3,693CommonSOLE
02156V109OKLOOKLO INC CLASS A$104,7010.09%1,870CommonSOLE
747525103QCOMQUALCOMM INC$102,5630.09%644CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTHETF$91,5420.08%250CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$90,9070.08%1,838CommonSOLE
780259305SHELSHELL PLC FTENDER OFFER$87,6600.08%1,245CommonSOLE
02079K107GOOGALPHABET INC CLASS C$83,6730.08%471CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$82,5800.07%170CommonSOLE
009066101ABNBAIRBNB INC CLASSA$80,8590.07%611CommonSOLE
911312106UPSUNITED PARCEL SVC INC CLASS B$78,9350.07%782CommonSOLE
191216100KOTHE COCA-COLA CO$74,9410.07%1,059CommonSOLE
92826C839VVISA INC CLASS A$67,1040.06%189CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS BOND ETF$64,5240.06%627CommonSOLE
40434L105HPQHP INC$62,2010.06%2,543CommonSOLE
922042874VGKVANGUARD FTSE EUROPE ETF$58,1250.05%750CommonSOLE
464287200IVVISHARES CORE SP 500 ETF$56,5010.05%91CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTN LP$56,0500.05%1,000CommonSOLE
880770102TERTERADYNE INC$48,5560.04%540CommonSOLE
922907746VTEBVANGUARD MUNI BND TAX EXEMPT ETF$48,1960.04%983CommonSOLE
14448C104CARRCARRIER GLOBAL CORP COM$47,5730.04%650CommonSOLE
427096508HTGCHERCULES CAP INC$44,3590.04%2,426CommonSOLE
253868103DLRDIGITAL RLTY TR INC REIT$42,7100.04%245CommonSOLE
654106103NKENIKE INC CLASS B$42,6240.04%600CommonSOLE
04010L103ARCCARES CAP CORP EQUITY CLASS EQUITY$42,5800.04%1,939CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$42,4470.04%917CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$41,0070.04%499CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$40,5870.04%41CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD$40,3810.04%687CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$39,3100.04%397CommonSOLE
09290D101BLKBLACKROCK INC NEW$38,8220.03%37CommonSOLE
983793100XPOXPO INC$37,8870.03%300CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$37,4770.03%509CommonSOLE
09260D107BXBLACKSTONE INC$37,3950.03%250CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$37,3200.03%400CommonSOLE
126650100CVSCVS HEALTH CORP$37,2490.03%540CommonSOLE
806857108SLBSCHLUMBERGER LTD F$37,1800.03%1,100CommonSOLE
549498103CCIVGBPLUCID GROUP INC$34,8360.03%16,510CommonSOLE
931142103WMTWALMART INC$33,3420.03%341CommonSOLE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$33,1320.03%334CommonSOLE
67077M108NTRNUTRIEN LTD F$32,7090.03%562CommonSOLE
46641Q225BBCAJPMORGAN BETABUILDERS CANADA ETF$32,2800.03%400CommonSOLE
46434V613IUSBISHARES CORE TOTAL USD BOND MARK ETF$31,7130.03%686CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$31,5860.03%425CommonSOLE
464287309IVWISHARES SP 500 GROWTH ETF$30,3870.03%276CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$29,0770.03%325CommonSOLE
79466L302CRMSALESFORCE INC$27,4640.02%100CommonSOLE
91913Y100VLOVALERO ENERGY CORP NEW$26,8840.02%200CommonSOLE
291011104EMREMERSON ELEC CO$26,6660.02%200CommonSOLE
G3223R108EGEVEREST REINSURANCE GR F$25,8280.02%76CommonSOLE
92537N108VRTVERTIV HLDGS CO CLASS A$25,6820.02%200CommonSOLE
87612G101TRGPTARGA RES CORP$25,0670.02%144CommonSOLE
911363109URIUNITED RENTALS INC$23,2940.02%30CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$23,1280.02%196CommonSOLE
46432F339QUALISHARES MSCI USA QLTY FACT ETF$22,4860.02%123CommonSOLE
98980G102ZSZSCALER INC$21,9750.02%70CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$21,8200.02%80CommonSOLE
09290C103DYNFISHS US EQTY FACTR ROTATN ACT ETF$21,0210.02%386CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$20,7520.02%200CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$20,6310.02%325CommonSOLE
018522300AEBAALLETE INC$19,2210.02%300CommonSOLE
573284106MLMMARTIN MARIETTA MATLS IN$19,2130.02%35CommonSOLE
30040W108ESEVERSOURCE ENERGY$19,0860.02%300CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$18,9270.02%210CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$18,6060.02%600CommonSOLE
46138E263CGWINVSC S P GLOBAL WATER INDEX ETF$18,4370.02%295CommonSOLE
929160109VMCVULCAN MATLS CO$18,2570.02%70CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTHETF$18,1440.02%162CommonSOLE
115637209BF/BBROWN FORMAN CORP CLASS B$17,4910.02%650CommonSOLE
46284V101IRMIRON MTN INC NEW REIT$17,4360.02%170CommonSOLE
88160R101TSLATESLA INC$16,8350.02%53CommonSOLE
855244109SBUXSTARBUCKS CORP$16,5850.01%181CommonSOLE
46434V738IEURISHARES CORE MSCI EUROPEETF$15,6230.01%236CommonSOLE
294821608ERICERICSSON FSPONSORED ADR$15,2640.01%1,800CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$14,4550.01%61CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO COM$14,4080.01%273CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$14,2900.01%35CommonSOLE
002824100ABTABBOTT LABS$14,1450.01%104CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL I$14,0370.01%250CommonSOLE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$14,0200.01%480CommonSOLE
548661107LOWLOWES COS INC$13,5590.01%61CommonSOLE
833445109SNOWSNOWFLAKE INC CLASS A$13,4260.01%60CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS I$13,3560.01%30CommonSOLE
494368103KMBKIMBERLY CLARK CORP$12,8920.01%100CommonSOLE
595112103MUMICRON TECHNOLOGY INC$12,3250.01%100CommonSOLE
464287408IVEISHARES SP 500 VALUE ETF$11,9200.01%61CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALCLASS A$11,4600.01%2,265CommonSOLE
464287721IYWISHARES US TECHNOLOGY ETF$11,4350.01%66CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V F$11,1420.01%51CommonSOLE
922908736VUGVANGUARD GROWTH ETF$10,9600.01%25CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW CLASS A$10,9360.01%255CommonSOLE
458140100INTCINTEL CORP$10,8860.01%486CommonSOLE
922020805VTIPVANGUARD ST INFLATION PROT ETF$10,8080.01%215CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$10,7670.01%189CommonSOLE
032654105ADIANALOG DEVICES INC$10,7100.01%45CommonSOLE
921937827BSVVANGUARD SHORT-TERM BONDETF$10,7030.01%136CommonSOLE
78468R622JNKSPDR BLMBRG BRCLY HGH YDBND ETF$10,6990.01%110CommonSOLE
58933Y955PUT MERCK AND CO. INC. 70 EXP 01/16/26$10,5480.01%20PUTSOLE
11271J107BNBROOKFIELD CORP FCLASS A$10,3280.01%167CommonSOLE
09254X101MUJBLACKROCK MUNIHOLDINGS N$10,2380.01%935CommonSOLE
345370860FFORD MTR CO DEL$9,7100.01%895CommonSOLE
921932505VOOGVANGUARD SP 500 GROWTH ETF$9,5850.01%24CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$9,5620.01%227CommonSOLE
37733W204GSKGSK PLC SPONSORED ADR NEW$9,5230.01%248CommonSOLE
98978V103ZTSZOETIS INC CLASS A$9,3180.01%59CommonSOLE
46137V241SPHQINVESCO SP 500 QUALITY ETF$8,9070.01%125CommonSOLE
126408103CSXCSX CORP$8,8020.01%269CommonSOLE
20030N101CMCSACOMCAST CORP NEW CLASS A$8,7790.01%246CommonSOLE
G5960L103MDTMEDTRONIC PLC F$8,7170.01%100CommonSOLE
023939101AMTMAMENTUM HLDGS INC$8,7120.01%369CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGITENDER OFFER$8,6770.01%117CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$8,6220.01%13CommonSOLE
500948401AMZPKURV ETF TR KURV YIELD PREM STRATEGY AMAZON ETF$8,5890.01%296CommonSOLE
911312956PUT UNITED PARCEL SVC IN 85 EXP 01/16/26$8,4620.01%16PUTSOLE
82452J109FOURSHIFT4 PMTS INC CLASS A$8,3250.01%84CommonSOLE
464286582SCJISHARES INC MSCI JAPAN SMALL CAP ETF$7,9790.01%94CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7,4990.01%15CommonSOLE
46434G764EMXCISHARES MSCI EMERGING MARKETS EX CHI$7,3870.01%117CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$7,2010.01%42CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INCLASS A$7,0880.01%52CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$7,0270.01%480CommonSOLE
438516106HONHONEYWELL INTL INC$6,9860.01%30CommonSOLE
031162100AMGNAMGEN INC$6,9800.01%25CommonSOLE
18914F103CLOVCLOVER HEALTH INVTS CORPCLASS A$6,6960.01%2,400CommonSOLE
404280406HSBCHSBC HLDGS PLC SPONS ADR NEW$6,0790.01%100CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES ICLASS A$5,8690.01%3CommonSOLE
759419104REKRREKOR SYS INC$5,8000.01%5,000CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC F$5,7150.01%20CommonSOLE
247361702DALDELTA AIR LINES INC DEL$5,6550.01%115CommonSOLE
302635206FSKFS KKR CAPITAL CORP$5,6020.01%270CommonSOLE
46435U713IFRAISHARES U.S. INFRASTRUCTURE ETF$5,4600.00%111CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$5,3430.00%60CommonSOLE
19260Q107COINCOINBASE GLOBAL INC CLASS A$5,2570.00%15CommonSOLE
934423104WBDWARNER BROS DISCOVERY IN$4,9960.00%436CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$4,8520.00%56CommonSOLE
46654Q203JEPQJ P MORGAN NASDAQ EQT PRM INC ETF$4,6760.00%85CommonSOLE
902973304USBUS BANCORP DEL$4,6600.00%103CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP INC COM$4,5450.00%54CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4,5020.00%22CommonSOLE
29273V100ETENERGY TRANSFER L P LP$4,4180.00%243CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4,3110.00%6CommonSOLE
26875P101EOGEOG RES INC$4,2570.00%35CommonSOLE
011659109ALKALASKA AIR GROUP INC$4,2050.00%1,639CommonSOLE
336433107FSLRFIRST SOLAR INC COM$4,1380.00%25CommonSOLE
037833900CALL APPLE INC 235 EXP 12/19/25$4,1120.00%7CALLSOLE
464286103EWAISHARES INC MSCI AUSTRALIA ETF$3,9480.00%150CommonSOLE
500754106KHCKRAFT HEINZ CO$3,8210.00%148CommonSOLE
53681J103LACLITHIUM AMERS CORP F$3,6850.00%1,375CommonSOLE
72919P202PLUGPLUG PWR INC$3,5980.00%2,415CommonSOLE
770700952PUT ROBINHOOD MKTS INC 50 EXP 01/16/26$3,4650.00%15PUTSOLE
464288588MBBISHARES MBS ETF$3,1920.00%34CommonSOLE
87256C101TKOTKO GROUP HLDGS INC CLASS A$3,0930.00%17CommonSOLE
682680953PUT ONEOK INC NEW 65 EXP 01/16/26$3,0380.00%15PUTSOLE
172967424CCITIGROUP INC$3,0370.00%35CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$2,9190.00%90CommonSOLE
H1467J104CBCHUBB LTD F$2,8970.00%10CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG F$2,8600.00%1,375CommonSOLE
771049103RBLXROBLOX CORP CLASS A$2,6300.00%25CommonSOLE
78464A755XMESPDR SP METALS AND MINING ETF$2,4870.00%37CommonSOLE
146280508SILASILA RLTY TR INC REIT$2,3430.00%99CommonSOLE
30231G952PUT EXXON MOBIL CORP 100 EXP 01/16/26$2,2990.00%9PUTSOLE
31428X106FDXFEDEX CORP$2,2730.00%10CommonSOLE
46090F100PDBCINVSC ACTVLY MNG OPTM YDDVRS ETF$2,1640.00%166CommonSOLE
552953101MGMMGM RESORTS INTL$1,9940.00%58CommonSOLE
405552100HLNHALEON PLC ADR$1,9700.00%190CommonSOLE
464287432TLTISHARES 20 PLS YEAR TREASURY BND ETF$1,9410.00%22CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES IN$1,9120.00%189CommonSOLE
67066G954PUT NVIDIA CORP 100 EXP 01/16/26$1,8520.00%18PUTSOLE
91324P952PUT UNITEDHEALTH GROUP I 230 EXP 01/16/26$1,8000.00%2PUTSOLE
855244959PUT STARBUCKS CORP 75 EXP 01/16/26$1,6900.00%7PUTSOLE
023135956PUT AMAZON.COM INC 140 EXP 08/15/25$1,6740.00%9PUTSOLE
929740108WABWABTEC COM$1,6740.00%8CommonSOLE
749607107RLIRLI CORP$1,4440.00%20CommonSOLE
674599955PUT OCCIDENTAL PETE CORP 32.5 EXP 01/16/26$1,2820.00%15PUTSOLE
007903957PUT ADVANCED MICRO DEVIC 70 EXP 08/15/25$1,2760.00%28PUTSOLE
416515954PUT HARTFORD INS GROUP I 100 EXP 12/19/25$1,2710.00%10PUTSOLE
704326957PUT PAYCHEX INC 125 EXP 01/16/26$1,2100.00%4PUTSOLE
01609W952PUT ALIBABA GROUP HLDG L 100 ADJ EXP 09/19/25REPS 100 BABA 95 CASH$1,2010.00%8PUTSOLE
278768106SATSECHOSTAR CORP CL A$1,1910.00%43CommonSOLE
166764950PUT CHEVRON CORP NEW 115 EXP 01/16/26$1,0000.00%5PUTSOLE
88160R951PUT TESLA INC 125 EXP 01/16/26$9120.00%5PUTSOLE
46434V696IPACISHARES CORE MSCI PACIFIC ETF$8930.00%13CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$8380.00%65CommonSOLE
30303M952PUT META PLATFORMS INC 450 EXP 08/15/25$8000.00%2PUTSOLE
580135951PUT MCDONALDS CORP 250 EXP 01/16/26$7950.00%2PUTSOLE
76655K103RGTIRIGETTI COMPUTING INC$7110.00%60CommonSOLE
922908744VTVVANGUARD VALUE ETF$7060.00%4CommonSOLE
46625H950PUT JPMORGAN CHASE CO 220 EXP 01/16/26$6500.00%2PUTSOLE
24703L952PUT DELL TECHNOLOGIES IN 70 EXP 01/16/26$6290.00%18PUTSOLE
70614W100PTONPELOTON INTERACTIVE INC$6240.00%90CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$6120.00%25CommonSOLE
92556H107PARAAPARAMOUNT GLOBAL$5040.00%22CommonSOLE
931142953PUT WALMART INC 85 EXP 09/19/25$4990.00%6PUTSOLE
46438F951PUT ISHR BITCOIN TR ETF 35 EXP 08/15/25$3200.00%14PUTSOLE
68622V106OGNORGANON AND CO COM$2900.00%30CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2560.00%3CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED F$2140.00%33CommonSOLE
92556V106VTRSVIATRIS INC COM$2140.00%24CommonSOLE
090040106BILIBILIBILI INC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$1930.00%9CommonSOLE
15961R105CHARGEPOINT HLDGS INC CLASS A$1750.00%250CommonSOLE
90353T950PUT UBER TECHNOLOGIES IN 70 EXP 08/15/25$1670.00%6PUTSOLE
H8817H100RIGTRANSOCEAN LTD F$1010.00%39CommonSOLE
68389X955PUT ORACLE CORP 120 EXP 08/15/25$460.00%3PUTSOLE
08862E109BYNDBEYOND MEAT INC$170.00%5CommonSOLE
92766K403SPCEVIRGIN GALACTIC HLDG CLASS A$130.00%5CommonSOLE
684023609OGENORAGENICS INC$30.00%1CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.