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CHESAPEAKE ASSET MANAGEMENT LLC

Q3 2025 · 13F-HR

CHESAPEAKE ASSET MANAGEMENT LLCholdings as filed

Filed 2025-10-17 · accession 0001079397-25-000003

$113.0M
Reported value
325
Positions
2025-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$11.8M10.5%22,874CommonSOLE
037833100AAPLAPPLE INC$7.4M6.54%29,037CommonSOLE
532457108LLYELI LILLY AND CO$6.8M5.99%8,868CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$6.0M5.30%18,986CommonSOLE
L8681T102SPOTSpotify Technology SA$5.3M4.68%7,579CommonSOLE
783549108RRYDER SYS INC COM$3.8M3.37%20,184CommonSOLE
001055102AFLAFLAC INC$2.6M2.32%23,493CommonSOLE
78462F103SPYSPDR S&P 500 ETF$2.6M2.31%3,904CommonSOLE
459200101IBMIBM CORP$2.6M2.27%9,087CommonSOLE
11135F101AVGOBROADCOM INC$2.4M2.10%7,209CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.8M1.61%12,173CommonSOLE
78463V107GLDSPDR GOLD SHARES ETF$1.8M1.58%5,028CommonSOLE
171340102CHDCHURCH & DWIGHT INC$1.7M1.50%19,341CommonSOLE
097023105BABoeing Co$1.7M1.49%7,820CommonSOLE
023135106AMZNAmazon Com Inc$1.6M1.44%7,402CommonSOLE
75513E101RTXRTX CORP$1.5M1.37%9,223CommonSOLE
00287Y109ABBVABBVIE INC$1.5M1.34%6,561CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$1.4M1.27%17,150CommonSOLE
828806109SPGSimon PPTY Group Inc Sbi$1.4M1.20%7,200CommonSOLE
21873S108CRWVCOREWEAVE INC CLASS A$1.2M1.03%8,529CommonSOLE
904767704UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$1.1M0.98%18,742CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$1.1M0.98%1,836CommonSOLE
399909100GGALGrupo Financiero Galicia ADR$1.1M0.95%38,883CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.95%5,780CommonSOLE
713448108PEPPEPSICO INC$1.0M0.89%7,158CommonSOLE
969457100WMBWILLIAMS COS INC$1.0M0.89%15,825CommonSOLE
05722G100BKRBaker Hughes Co$887,8240.79%18,223CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$885,7540.78%1,206CommonSOLE
742718109PGPROCTER & GAMBLE CO$849,2230.75%5,527CommonSOLE
219350105GLWCORNING INC$843,4320.75%10,282CommonSOLE
166764100CVXCHEVRON CORP NEW$834,7900.74%5,375CommonSOLE
580135101MCDMCDONALDS CORP$812,2970.72%2,673CommonSOLE
02079K305GOOGLALPHABET INC CLASS CLASS A$805,0010.71%3,311CommonSOLE
65339F101NEENEXTERA ENERGY INC$792,4180.70%10,497CommonSOLE
89417E109TRVTRAVELERS COS INC$760,8740.67%2,725CommonSOLE
G29183103ETNEATON CORP PLC F$758,9790.67%2,028CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$751,3110.66%1,505CommonSOLE
464288240ACWXACWX - MSCI ACWI ex US ETF$710,8840.63%10,935CommonSOLE
609207105MDLZMONDELEZ INTL INC CLASS A$692,9790.61%11,093CommonSOLE
30231G102XOMEXXON MOBIL CORP$682,2500.60%6,051CommonSOLE
697660207PAMPampa Energia SA ADR Ars$672,7920.60%11,202CommonSOLE
78464A755XMESPDR S&P METALS & MININGETF$660,4370.58%7,087CommonSOLE
984245100YPFYPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR$652,9150.58%26,880CommonSOLE
437076102HDHOME DEPOT INC$597,2500.53%1,474CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$594,0110.53%2,455CommonSOLE
67066G104NVDANVIDIA CORP$581,7570.51%3,118CommonSOLE
058934100BBARBanco Bbva Argentina S A Spon ADR$564,9280.50%67,900CommonSOLE
693475105PNCPNC FINL SERVICES$561,8000.50%2,796CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSIN$546,2030.48%1,861CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$545,1380.48%2,705CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS$525,6440.47%2,941CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$510,3040.45%1,555CommonSOLE
05961W105BMABanco Macro S.A Spon Ads Repstg CL B Spon ADR$499,1910.44%11,804CommonSOLE
920253101VMIVALMONT INDS INC$486,5050.43%1,254CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC COM$479,2580.42%2,085CommonSOLE
69351T106PPLPPL CORP$476,0930.42%12,812CommonSOLE
925652109VICIVICI PPTYS INC REIT$474,3120.42%14,545CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$473,5070.42%1,371CommonSOLE
369550108GDGENERAL DYNAMICS CORP$467,8520.41%1,372CommonSOLE
17275R102CSCOCISCO SYS INC$437,1350.39%6,389CommonSOLE
816851109SRESEMPRA$422,9950.37%4,701CommonSOLE
053484101AVBAVALONBAY CMNTYS INC REIT$422,0760.37%2,185CommonSOLE
G87052109TELTE CONNECTIVITY PLC F$394,0560.35%1,795CommonSOLE
835699307SONYSony Corp ADR New Japan ADR$381,1790.34%13,240CommonSOLE
12572Q105CMECME GROUP INC CLASS A$380,9670.34%1,410CommonSOLE
770700102HOODRobinhood Markets Inc - A$371,2650.33%2,593CommonSOLE
704326107PAYXPAYCHEX INC$367,0960.32%2,896CommonSOLE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$357,5050.32%8,510CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS & HO$348,8470.31%9,642CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$339,1820.30%11,981CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$334,5570.30%12,414CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$321,8220.28%404CommonSOLE
68389X105ORCLORACLE CORP$321,1760.28%1,142CommonSOLE
718172109PMPHILIP MORRIS INTL INC$314,3430.28%1,938CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND FCLASS A$311,2090.28%1,262CommonSOLE
741623102PRMBPrimo Brands Corp CL A$290,7470.26%13,156CommonSOLE
92939U106WECWEC ENERGY GROUP INC$288,9950.26%2,522CommonSOLE
416515104HIGHARTFORD INS GROUP INC$288,5220.26%2,163CommonSOLE
882508104TXNTEXAS INSTRS INC$287,3530.25%1,564CommonSOLE
92343V104VZVERIZON COMMUNICATIONS I$280,9280.25%6,392CommonSOLE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$280,6920.25%3,583CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$279,2730.25%1,071CommonSOLE
226406106CRESYCresud Sacifya Spon ADR$272,4580.24%29,615CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC N$265,6070.24%1,993CommonSOLE
80004C200SNDKSandisk Corp$265,4650.23%2,366CommonSOLE
009158106APDAIR PRODS & CHEMS INC$262,6290.23%963CommonSOLE
11271J107BNBrookfield Corp CL A Cad$252,3690.22%3,680CommonSOLE
46438R105ETHAISHARES ETHEREUM TR ETF SHS$247,5110.22%7,855CommonSOLE
81369Y886XLUUtilities Sector SPDR Fund ETF$225,4370.20%2,585CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$222,0130.20%8,703CommonSOLE
00206R102TAT&T INC$218,9720.19%7,754CommonSOLE
02156V109OKLOOKLO INC CLASS A$208,7480.18%1,870CommonSOLE
36828A101GEVGE VERNOVA INC$207,2210.18%337CommonSOLE
311900104FASTFASTENAL CO$197,9250.18%4,036CommonSOLE
54150E104LOMALoma Negra Cia Indl Ar Sponsored ADR$190,1900.17%25,806CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CLASS A$185,8540.16%379CommonSOLE
682680103OKEONEOK INC NEW$185,6350.16%2,544CommonSOLE
17253J106CIFRCIPHER MNG INC$176,2600.16%14,000CommonSOLE
907818108UNPUNION PAC CORP$167,1130.15%707CommonSOLE
86771W105RUNSUNRUN INC COM$165,6720.15%9,582CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$159,7580.14%646CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDING LIMITED REGISTERED SHS ISIN#KYG254571055$157,8410.14%1,084CommonSOLE
717081103PFEPFIZER INC$154,7140.14%6,072CommonSOLE
464287150ITOTISHARES TOTAL US STOCK MARKET ETF$153,5150.14%1,054CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS$151,0950.13%541CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC CL A COM STK$147,1630.13%1,110CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING ETF$146,1440.13%2,217CommonSOLE
617446448MSMorgan Stanley$140,5200.12%884CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$134,1720.12%219CommonSOLE
056752108BIDUBAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS$131,7700.12%1,000CommonSOLE
74762E102QUREQuanta SVCS Inc$130,5420.12%315CommonSOLE
21874A106CORZCore Scientific Inc$130,1180.12%7,253CommonSOLE
369604301GEGE AEROSPACE$127,0670.11%422CommonSOLE
87612G101TRGPTARGA RES CORP$125,8220.11%751CommonSOLE
007903107AMDADVANCED MICRO DEVIC$123,1220.11%761CommonSOLE
02079K107GOOGALPHABET INC CLASS C$114,9010.10%471CommonSOLE
254687106DISDISNEY WALT CO$112,6970.10%984CommonSOLE
46438F101IBITISHARES BITCOIN ETF$110,8900.10%1,706CommonSOLE
756109104OREALTY INCOME CORP REIT$104,8620.09%1,725CommonSOLE
46436E718SGOVISHARES 0-3 MONTH TREASURY BOND ETF$101,2030.09%1,005CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTHETF$100,6050.09%250CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$99,5820.09%1,838CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$95,5200.08%190CommonSOLE
74340W103PLDPROLOGIS INC REIT$90,1270.08%787CommonSOLE
780259305SHELSHELL PLC FTENDER OFFER EXP:$89,0540.08%1,245CommonSOLE
55826T102SPHRSPHERE ENTMT CO CL A$74,5440.07%1,200CommonSOLE
880770102TERTERADYNE INC$74,3250.07%540CommonSOLE
009066101ABNBAIRBNB INC CLASS A$74,1870.07%611CommonSOLE
191216100KOCOCA COLA CO COM$70,3420.06%1,060CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$68,7580.06%485CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$68,2980.06%747CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS BOND ETF$64,8060.06%627CommonSOLE
92826C839VVISA INC CLASS A$64,5200.06%189CommonSOLE
253868103DLRDIGITAL RLTY TR INC REIT$63,9650.06%370CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$60,9060.05%91CommonSOLE
922042874VGKVANGUARD FTSE EUROPE ETF$59,8500.05%750CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTN LP$53,8200.05%1,000CommonSOLE
532457908CALL 100 LILLY ELI & CO COM EXP 01-16-26@960.000 OPTION ROOT= LLY$53,0000.05%53CALLSOLE
464285204IAUISHARES GOLD ETF$51,0110.05%701CommonSOLE
427096508HTGCHERCULES CAP INC$44,4410.04%2,350CommonSOLE
718546104PSXPHILLIPS 66$44,0700.04%324CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$43,8320.04%499CommonSOLE
09290D101BLKBLACKROCK INC NEW$43,1370.04%37CommonSOLE
922907746VTEBVANGUARD MUNI BND TAX EXEMPT ETF$43,0600.04%860CommonSOLE
911312106UPSUNITED PARCEL SVC INC CLASS B$43,0170.04%515CommonSOLE
09260D107BXBLACKSTONE INC$42,7120.04%250CommonSOLE
654106103NKENIKE INC CLASS CLASS B$41,8380.04%600CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$41,3560.04%917CommonSOLE
126650100CVSCVS HEALTH CORP$40,7100.04%540CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD$40,4290.04%687CommonSOLE
549498202LCIDLUCID GROUP INC$40,0860.04%1,685CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$39,1880.03%400CommonSOLE
14448C104CARRCARRIER GLOBAL CORP COM$38,8050.03%650CommonSOLE
983793100XPOXPO INC$38,7810.03%300CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$37,9500.03%41CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$37,8540.03%509CommonSOLE
806857108SLBSCHLUMBERGER LTD F$37,8070.03%1,100CommonSOLE
931142103WMTWALMART INC$35,1430.03%341CommonSOLE
46641Q225BBCAJPMORGAN BETABUILDERS CANADA ETF$34,8920.03%400CommonSOLE
91913Y100VLOVALERO ENERGY CORP NEW$34,0520.03%200CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$33,5640.03%132CommonSOLE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$33,4830.03%334CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$33,3180.03%276CommonSOLE
67077M108NTRNUTRIEN LTD F$33,0050.03%562CommonSOLE
46434V613IUSBISHARES TOTAL USD BOND MARKET ETF$32,0430.03%686CommonSOLE
N07059210ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS$31,9460.03%33CommonSOLE
40434L105HPQHP INC$31,6140.03%1,161CommonSOLE
04010L103ARCCARES CAP CORP EQUITY CLASS EQUITY$31,4100.03%1,539CommonSOLE
92537N108VRTVERTIV HLDGS CO CLASS A$30,1720.03%200CommonSOLE
911363109URIUNITED RENTALS INC$29,5730.03%30CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$29,1390.03%325CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$28,5000.03%425CommonSOLE
922908744VTVVANGUARD VALUE ETF$27,7870.02%149CommonSOLE
G3223R108EGEVEREST REINSURANCE GR F$26,6170.02%76CommonSOLE
291011104EMREMERSON ELEC CO$26,2360.02%200CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS I$24,6730.02%63CommonSOLE
46432F339QUALISHARES MSCI USA QLTY FACT ETF$23,9230.02%123CommonSOLE
79466L302CRMSALESFORCE INC$23,9070.02%100CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$23,5450.02%80CommonSOLE
09290C103DYNFISHS US EQTY FACTR ROTATN ACT ETF$22,8510.02%386CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$22,6400.02%210CommonSOLE
573284106MLMMARTIN MARIETTA MATLS IN$22,0590.02%35CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$22,0440.02%325CommonSOLE
747525103QCOMQUALCOMM INC$21,7930.02%131CommonSOLE
929160109VMCVULCAN MATLS CO$21,5330.02%70CommonSOLE
30040W108ESEVERSOURCE ENERGY$21,3420.02%300CommonSOLE
98980G102ZSZSCALER INC$20,9760.02%70CommonSOLE
018522300AEBAALLETE INC$19,9200.02%300CommonSOLE
46138E263CGWINVSC S P GLOBAL WATER INDEX ETF$18,9500.02%295CommonSOLE
911312956PUT UNITED PARCEL SVC IN$85 EXP 01/16/26$18,8660.02%16PUTSOLE
293792107EPDENTERPRISE PRODS PART LP$18,7620.02%600CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTHETF$18,4480.02%162CommonSOLE
037833900CALL APPLE INC $235 EXP 12/19/25$18,1770.02%7CALLSOLE
115637209BF/BBROWN FORMAN CORP CLASS B$17,6020.02%650CommonSOLE
46284V101IRMIRON MTN INC NEW REIT$17,3290.02%170CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$17,1120.02%35CommonSOLE
595112103MUMICRON TECHNOLOGY INC$16,7320.01%100CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO COM$16,3090.01%273CommonSOLE
458140100INTCINTEL CORP$16,3050.01%486CommonSOLE
46434V738IEURISHARES CORE MSCI EUROPEETF$16,0760.01%236CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALCLASS A$15,9330.01%3,265CommonSOLE
548661107LOWLOWES COS INC$15,4360.01%61CommonSOLE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$15,3160.01%480CommonSOLE
294821608ERICERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS$14,8860.01%1,800CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$14,7260.01%119CommonSOLE
002824100ABTABBOTT LABS$13,9290.01%104CommonSOLE
855244109SBUXSTARBUCKS CORP$13,6200.01%161CommonSOLE
833445109SNOWSNOWFLAKE INC$13,5330.01%60CommonSOLE
464287721IYWISHARES US TECHNOLOGY ETF$12,9260.01%66CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF$12,5970.01%61CommonSOLE
494368103KMBKIMBERLY CLARK CORP$12,4340.01%100CommonSOLE
922908736VUGVANGUARD GROWTH ETF$11,9900.01%25CommonSOLE
Q4982L109IRENIREN LTD F$11,9670.01%255CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$11,8600.01%480CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V F$11,6140.01%51CommonSOLE
594972408MSTRSTRATEGY INC CLASS A$11,5990.01%36CommonSOLE
808524847SCHHCHARLES SCHWAB US REIT ETF$11,4750.01%532CommonSOLE
032654105ADIANALOG DEVICES INC$11,0560.01%45CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$11,0320.01%193CommonSOLE
922020805VTIPVANGUARD SHRT INF PROT SEC INDEX ETF$10,8850.01%215CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$10,7810.01%228CommonSOLE
78468R622JNKSPDR BLMBRG BRCLY HGH YDBND ETF$10,7780.01%110CommonSOLE
921937827BSVVANGUARD SHORT-TERM BONDETF$10,7310.01%136CommonSOLE
345370860FFORD MTR CO DEL$10,7040.01%895CommonSOLE
37733W204GSKGSK PLC SPONSORED ADR NEW$10,7030.01%248CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$10,5390.01%24CommonSOLE
007903957PUT ADVANCED MICRO DEVIC$100 EXP 01/16/26$10,2000.01%57PUTSOLE
169656105CMGCHIPOTLE MEXICAN GRILL I$9,7970.01%250CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$9,7060.01%13CommonSOLE
126408103CSXCSX CORP$9,6170.01%270CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW CLASS A$9,5370.01%255CommonSOLE
G5960L103MDTMEDTRONIC PLC F$9,5240.01%100CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INCLASS A$9,4850.01%52CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$9,1610.01%125CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$9,1420.01%42CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$9,1390.01%15CommonSOLE
023939101AMTMAMENTUM HLDGS INC COM$8,8370.01%369CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGI$8,7990.01%117CommonSOLE
98978V103ZTSZOETIS INC CLASS A$8,7720.01%59CommonSOLE
464286582SCJISHARES INC MSCI JAPAN SMALL CAP ETF$8,6510.01%94CommonSOLE
934423104WBDWARNER BROS DISCOVERY IN$8,5150.01%436CommonSOLE
500948401AMZPKURV ETF TR KURV YIELD PREM STRATEGY AMAZON ETF$8,4490.01%296CommonSOLE
G1151C951PUT ACCENTURE PLC IRELAN$250 EXP 01/16/26$7,9330.01%4PUTSOLE
46434G764EMXCISHARES MSCI EMERGING MARKETS ETF$7,8980.01%117CommonSOLE
53681J103LACLITHIUM AMERS CORP F$7,8510.01%1,375CommonSOLE
759419104REKRREKOR SYS INC$7,8500.01%5,000CommonSOLE
20030N101CMCSACOMCAST CORP NEW CLASS A$7,7290.01%246CommonSOLE
18914F103CLOVCLOVER HEALTH INVTS CORPCLASS A$7,3440.01%2,400CommonSOLE
404280406HSBCHSBC HLDGS PLC SPONS ADR NEW$7,0980.01%100CommonSOLE
031162100AMGNAMGEN INC$7,0550.01%25CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6,5150.01%32CommonSOLE
438516106HONHONEYWELL INTL INC$6,3150.01%30CommonSOLE
90353T950PUT UBER TECHNOLOGIES IN$70 EXP 01/16/26$6,0520.01%35PUTSOLE
46435U713IFRAISHARES US INFRASTRUCTURE ETF$5,8630.01%111CommonSOLE
72919P202PLUGPLUG PWR INC$5,6260.00%2,415CommonSOLE
336433107FSLRFIRST SOLAR INC COM$5,5130.00%25CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$5,4850.00%60CommonSOLE
G42706104HGHAMILTON INS GROUP LTD FCLASS B$5,0840.00%205CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC F$5,0800.00%20CommonSOLE
46654Q203JEPQJ P MORGAN NASDAQ EQT PRM INC ETF$5,0700.00%88CommonSOLE
19260Q107COINCOINBASE GLOBAL INC CLASS A$5,0620.00%15CommonSOLE
902973304USBUS BANCORP DEL$4,9770.00%103CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG F$4,5920.00%1,375CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$4,5390.00%56CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP INC COM$4,5060.00%54CommonSOLE
29273V100ETENERGY TRANSFER L P LP$4,2620.00%248CommonSOLE
464286103EWAISHARES INC MSCI AUSTRALIA ETF$4,0500.00%150CommonSOLE
302635206FSKFS KKR CAPITAL CORP$4,0310.00%270CommonSOLE
26875P101EOGEOG RES INC$4,0220.00%35CommonSOLE
58933Y955PUT MERCK & CO. INC. $70 EXP 01/16/26$3,8850.00%20PUTSOLE
500754106KHCKRAFT HEINZ CO$3,8530.00%148CommonSOLE
682680953PUT ONEOK INC NEW $65 EXP 01/16/26$3,6750.00%15PUTSOLE
172967424CCITIGROUP INC$3,6440.00%35CommonSOLE
771049103RBLXROBLOX CORP CLASS A$3,4630.00%25CommonSOLE
87256C101TKOTKO GROUP HLDGS INC CLASS A$3,4330.00%17CommonSOLE
278768106SATSECHOSTAR CORP CL A$3,2830.00%43CommonSOLE
464288588MBBISHARES MBS ETF$3,2350.00%34CommonSOLE
H1467J104CBCHUBB LTD F$2,8220.00%10CommonSOLE
146280508SILASILA RLTY TR INC REIT$2,4840.00%99CommonSOLE
704326957PUT PAYCHEX INC $125 EXP 01/16/26$2,4600.00%4PUTSOLE
31428X106FDXFEDEX CORP$2,3580.00%10CommonSOLE
46090F100PDBCINVSC ACTVLY MNG OPTM YDDVRS ETF$2,2290.00%166CommonSOLE
552953101MGMMGM RESORTS INTL$2,0100.00%58CommonSOLE
464287432TLTISHARES 20 PLS YEAR TREASURY BND ETF$1,9660.00%22CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$1,7870.00%60PUTSOLE
405552100HLNHALEON PLC ADR ISIN#US4055521003$1,7040.00%190CommonSOLE
929740108WABWABTEC COM$1,6030.00%8CommonSOLE
855244959PUT STARBUCKS CORP $75 EXP 01/16/26$1,5710.00%7PUTSOLE
749607107RLIRLI CORP$1,3040.00%20CommonSOLE
91324P952PUT UNITEDHEALTH GROUP I$200 EXP 01/16/26$1,2530.00%17PUTSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP CL B$1,1160.00%59CommonSOLE
22788C955PUT CROWDSTRIKE HLDGS IN$400 EXP 01/16/26$9970.00%1PUTSOLE
46434V696IPACISHARES CORE MSCI PACIFIC ETF$9540.00%13CommonSOLE
416515954PUT HARTFORD INS GROUP I$100 EXP 12/19/25$9490.00%10PUTSOLE
70614W100PTONPELOTON INTERACTIVE INC$8100.00%90CommonSOLE
92343V954PUT VERIZON COMMUNICATIO$40 EXP 01/16/26$7000.00%10PUTSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$6980.00%25CommonSOLE
30231G952PUT EXXON MOBIL CORP $100 EXP 01/16/26$6920.00%9PUTSOLE
69608A958PUT PALANTIR TECHNOLOGIE$85 EXP 01/16/26$6780.00%9PUTSOLE
023135956PUT AMAZON.COM INC $170 EXP 01/16/26$6780.00%4PUTSOLE
02156V959PUT OKLO INC $30 EXP 01/16/26$6000.00%10PUTSOLE
67066G954PUT NVIDIA CORP $100 EXP 01/16/26$4650.00%18PUTSOLE
674599955PUT OCCIDENTAL PETE CORP$32.5 EXP 01/16/26$4540.00%15PUTSOLE
770700952PUT ROBINHOOD MKTS INC $50 EXP 01/16/26$4310.00%15PUTSOLE
60255C885BRD1EURMIND MEDICINE MINDMED F$3890.00%33CommonSOLE
68622V106OGNORGANON & CO COM$3200.00%30CommonSOLE
30303M952PUT META PLATFORMS INC $500 EXP 01/16/26$2870.00%1PUTSOLE
88160R951PUT TESLA INC $125 EXP 01/16/26$2850.00%5PUTSOLE
369550958PUT GENERAL DYNAMICS COR$270 EXP 01/16/26$2650.00%2PUTSOLE
090040106BILIBILIBILI INC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$2520.00%9CommonSOLE
750917956PUT RAMBUS INC DEL $60 EXP 01/16/26$2440.00%2PUTSOLE
92556V106VTRSVIATRIS INC COM$2370.00%24CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2350.00%3CommonSOLE
580135951PUT MCDONALDS CORP $250 EXP 01/16/26$2260.00%2PUTSOLE
46625H950PUT JPMORGAN CHASE & CO $220 EXP 01/16/26$1960.00%2PUTSOLE
24703L952PUT DELL TECHNOLOGIES IN$70 EXP 01/16/26$1820.00%7PUTSOLE
166764950PUT CHEVRON CORP NEW $115 EXP 01/16/26$1750.00%5PUTSOLE
15961R303CHPTCHARGEPOINT HLDGS INC CLASS A$1310.00%12CommonSOLE
037833950PUT APPLE INC $150 EXP 01/16/26$1290.00%2PUTSOLE
H8817H100RIGTRANSOCEAN LTD F$1210.00%39CommonSOLE
92766K403SPCEVIRGIN GALACTIC HLDG CLASS A$190.00%5CommonSOLE
08862E109BYNDBEYOND MEAT INC$90.00%5CommonSOLE
684023609OGENORAGENICS INC$10.00%1CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CORP NEW COM$00CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR ENERGY$00CommonSOLE

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.