MondegarAI
CHESAPEAKE ASSET MANAGEMENT LLC

Q2 2024 · 13F-HR

CHESAPEAKE ASSET MANAGEMENT LLCholdings as filed

Filed 2026-01-05 · accession 0001079397-26-000004

$104.6M
Reported value
337
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$10.7M10.2%23,904CommonSOLE
532457108LLYLILLY ELI & CO COM$8.7M8.28%9,565CommonSOLE
037833100AAPLApple Inc$6.8M6.52%32,415CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$3.9M3.77%31,862CommonSOLE
L8681T102SPOTSpotify Technology SA$3.8M3.62%12,073CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$3.7M3.54%18,291CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$3.0M2.84%6,364CommonSOLE
399909100GGALGrupo Financiero Galicia ADR$2.9M2.79%95,680CommonSOLE
001055102AFLAFLAC INC COM$2.5M2.41%28,251CommonSOLE
713448108PEPPEPSICO INC COM$2.4M2.32%14,736CommonSOLE
783549108RRYDER SYS INC COM$2.4M2.29%19,350CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR Unit$2.3M2.24%4,304CommonSOLE
05961W105BMABanco Macro S.A Spon Ads Repstg CL B Spon ADR$2.2M2.13%38,923CommonSOLE
46982L108JJACOBS SOLUTIONS INC COM$2.1M2.00%14,973CommonSOLE
171340102CHDCHURCH & DWIGHT INC COM$2.0M1.93%19,441CommonSOLE
11135F101AVGOBROADCOM INC$1.8M1.72%1,121CommonSOLE
574599106MASMASCO CORP COM$1.6M1.55%24,259CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$1.6M1.50%9,087CommonSOLE
058934100BBARBanco Bbva Argentina S A Spon ADR$1.5M1.47%165,850CommonSOLE
023135106AMZNAmazon.Com Inc$1.4M1.37%7,440CommonSOLE
904767704UNILEVER PLC R/S EFF 12/09/25 .8888889 NEW CU 904767803 UNILEVER PLC RO 1 OLD$1.4M1.37%26,002CommonSOLE
78463V107GLDSPDR Gold Trust$1.3M1.20%5,856CommonSOLE
68389X105ORCLOracle Corporation Com$1.1M1.06%7,851CommonSOLE
828806109SPGSimon PPTY Group Inc Sbi$1.1M1.04%7,200CommonSOLE
00287Y109ABBVABBVIE INC$1.1M1.04%6,372CommonSOLE
75513E101RTXRTX CORP COM$977,0100.93%9,732CommonSOLE
46090E103QQQInvesco QQQ Trust ETF$942,2340.90%1,964CommonSOLE
G29183103ETNEATON CORP PLC F$848,4660.81%2,706CommonSOLE
40171V100GWREGuidewire Software Inc Com$789,8330.75%5,728CommonSOLE
65339F101NEENEXTERA ENERGY INC$778,1310.74%10,989CommonSOLE
166764100CVXCHEVRON CORP$775,9990.74%4,961CommonSOLE
742718109PGPROCTER & GAMBLE$753,6840.72%4,570CommonSOLE
007903107AMDAdvanced Micro Devices$722,9690.69%4,457CommonSOLE
464288240ACWXACWX - MSCI ACWI ex US ETF$649,3010.62%12,221CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$633,1110.61%1,255CommonSOLE
02079K305GOOGLALPHABET INC. CLASS A$602,5720.58%3,308CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$598,7100.57%9,149CommonSOLE
580135101MCDMCDONALDS CORP$588,9350.56%2,311CommonSOLE
464287655IWMiShares TR Russell 2000 Index FD$585,5400.56%2,886CommonSOLE
693475105PNCPNC FINL SERVICES$585,2260.56%3,764CommonSOLE
969457100WMBWILLIAMS COS INC$551,3100.53%12,972CommonSOLE
984245100YPFYPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR$540,8250.52%26,880CommonSOLE
882508104TXNTEXAS INSTRUMENTS$527,9540.50%2,714CommonSOLE
437076102HDHOME DEPOT INC$508,8020.49%1,478CommonSOLE
756109104OREALTY INCOME CORP REIT$505,3810.48%9,568CommonSOLE
697660207PAMPampa Energia SA ADR Ars$495,8000.47%11,202CommonSOLE
571748102MRSHMARSH & MC LENNAN CO$471,8020.45%2,239CommonSOLE
855244109SBUXSTARBUCKS CORP$450,4400.43%5,786CommonSOLE
219350105GLWCORNING INC$440,1700.42%11,330CommonSOLE
718546104PSXPHILLIPS 66$436,0740.42%3,089CommonSOLE
89417E109TRVTRAVELERS COMPANIES$434,3340.42%2,136CommonSOLE
816851109SRESEMPRA$423,5020.40%5,568CommonSOLE
009158106APDAIR PROD & CHEMICALS$388,3650.37%1,505CommonSOLE
G3223R108EGEVEREST GROUP LTD F$382,5440.37%1,004CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$378,3990.36%3,287CommonSOLE
67066G104NVDANVIDIA CORP$374,3260.36%3,030CommonSOLE
74340W103PLDPROLOGIS INC. REIT$364,1090.35%3,242CommonSOLE
464287150ITOTISHARES TOTAL US STOCK MARKET ETF$361,4470.35%3,043CommonSOLE
053015103ADPAUTO DATA PROCESSING$352,5450.34%1,477CommonSOLE
770700102HOODRobinhood Markets Inc$345,1690.33%15,199CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$309,7450.30%2,246CommonSOLE
464287955PUT 100 ISHARES TR RUSSELL 2000 ETF EXP 11-15-24@198.000 OPTION ROOT= IWM$307,7000.29%550PUTSOLE
747525103QCOMQUALCOMM INC$292,1970.28%1,467CommonSOLE
49271V100KDPKEURIG DR PEPPER INC COM$291,2480.28%8,720CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$273,8950.26%5,765CommonSOLE
49456B101KMIKINDER MORGAN INC$273,4250.26%13,760CommonSOLE
35671D857FCXFreeport-McMoRan Inc$265,1130.25%5,455CommonSOLE
911312106UPSUNITED PARCEL SRVC CLASS B$260,1510.25%1,901CommonSOLE
902973304USBUS BANCORP DEL$259,3600.25%6,533CommonSOLE
12572Q105CMECME GROUP INC CLASS A$256,9560.25%1,307CommonSOLE
704326107PAYXPAYCHEX INC$252,6510.24%2,131CommonSOLE
226406106CRESYCresud Sacifya Spon ADR$243,4350.23%29,615CommonSOLE
452308109ITWILLINOIS TOOL WORKS$234,3530.22%989CommonSOLE
552953101MGMMGM Resorts International$219,9780.21%4,950CommonSOLE
01609W102BABAAlibaba Group Holding-SP ADR$217,2280.21%2,994CommonSOLE
92939U106WECW E C ENERGY GROUP INC$202,9760.19%2,587CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS F$199,3950.19%741CommonSOLE
369550108GDGENERAL DYNAMICS CO$185,9790.18%641CommonSOLE
92343V104VZVERIZON COMMUNICATN$185,4560.18%4,497CommonSOLE
54150E104LOMALoma Negra Cia Indl Ar Sponsored ADR$174,4480.17%25,806CommonSOLE
78468R556XOPSPDR Ser Trust S&P Oil & Gas Expl & Prodtn ETF$161,4710.15%1,110CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$155,6760.15%190CommonSOLE
81369Y605XLFFinancial Select Sector SPDR Fund ETF$150,4620.14%3,660CommonSOLE
517834107LVSLas Vegas Sands Corp Com$148,2370.14%3,350CommonSOLE
H42097107UBSUBS Group AG CHF$146,2230.14%4,950CommonSOLE
002824100ABTABBOTT LABORATORIES$137,4720.13%1,323CommonSOLE
69351T106PPLPPL CORP$135,4290.13%4,898CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$122,8990.12%2,363CommonSOLE
682680103OKEONEOK INC$121,9980.12%1,496CommonSOLE
311900104FASTFASTENAL CO$119,9610.11%1,909CommonSOLE
920253101VMIValmont Industries Inc$118,2710.11%430CommonSOLE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$118,2470.11%2,209CommonSOLE
16679L109CHWYChewy Inc$108,9600.10%4,000CommonSOLE
780259305SHELSHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050$108,6300.10%1,505CommonSOLE
031162100AMGNAMGEN INC.$105,0580.10%336CommonSOLE
835699307SONYSony Corp ADR New Japan ADR$104,7430.10%1,233CommonSOLE
81369Y886XLUUtilities Select Sector SPDR Fund$104,6630.10%1,536CommonSOLE
21874A106CORZCore Scientific Inc$102,3000.10%11,000CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$99,2950.09%503CommonSOLE
464286772EWYiShares Inc MSCI South Korea Capped Index FD$97,8130.09%1,480CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$94,9660.09%355CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC N$94,4560.09%800CommonSOLE
46436E718SGOVISHARES 0 TO 3 MNTH TREASURY BND ETF$92,7530.09%921CommonSOLE
55826T102SPHRSphere Entertainment Co CL A$91,6810.09%2,615CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS BOND ETF$91,6300.09%921CommonSOLE
009066101ABNBAIRBNB INC CLASS A$90,0680.09%594CommonSOLE
518439104ELLauder Estee Cos Inc CL A$86,5030.08%813CommonSOLE
92189F106GDXVaneck Vectors Gold Miners ETF$84,8250.08%2,500CommonSOLE
25401T603DBRGDigitalbridge Group Inc CL A$84,4530.08%6,160CommonSOLE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$83,9650.08%865CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF$80,6490.08%1,843CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTHETF$78,5520.08%250CommonSOLE
02079K107GOOGALPHABET INC. CLASS C$76,1660.07%415CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$69,2080.07%683CommonSOLE
64107A105NPWRNet Power Inc CL A$68,8100.07%7,000CommonSOLE
191216100KOCOCA COLA CO COM$68,4580.07%1,075CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CLASS A$67,0580.06%175CommonSOLE
369604301GEGENERAL ELEC CO COM NEW$64,1220.06%403CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$58,9860.06%145CommonSOLE
40434L105HPQHP INC.$57,5020.05%1,642CommonSOLE
464287515IGVISHARES TR EXPANDED TECH-SOFTWARE SECTOR ETF$54,3120.05%625CommonSOLE
717081103PFEPFIZER INC COM$53,7770.05%1,922CommonSOLE
922907746VTEBVANGUARD MUNI BND TAX EXEMPT ETF$53,3170.05%1,064CommonSOLE
806857108SLBSLB LIMITED COM ISIN#AN8068571086$51,8980.05%1,100CommonSOLE
92826C839VVISA INC CLASS A$51,7060.05%197CommonSOLE
233051432HYLBXTRACKERS USD HIGH YIELDCOR BND ETF$50,0340.05%1,411CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTN LP$49,1100.05%1,000CommonSOLE
427096508HTGCHERCULES CAPITAL INC$47,5660.05%2,325CommonSOLE
14448C104CARRCARRIER GLOBAL CORP COM$47,3100.05%750CommonSOLE
254687106DISWALT DISNEY CO$46,1840.04%465CommonSOLE
46432F339QUALISHARES MSCI USA QLTY FACT ETF$45,2510.04%265CommonSOLE
46434V738IEURISHARES CORE MSCI EUROPEETF$44,7620.04%786CommonSOLE
04010L103ARCCARES CAP CORP$44,5760.04%2,139CommonSOLE
91913Y100VLOVALERO ENERGY CORP$40,7570.04%260CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$40,5100.04%81CommonSOLE
30040W108ESEVERSOURCE ENERGY$39,6970.04%700CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$38,2150.04%397CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO COM$38,0830.04%917CommonSOLE
09260D107BXBLACKSTONE INC$36,3970.03%294CommonSOLE
291011104EMREMERSON ELECTRIC CO$36,3520.03%330CommonSOLE
549498103CCIVGBPLUCID GROUP INC$34,8380.03%13,348CommonSOLE
294628102HP5AEQUITY COMWLTH C/A EFF 06/13/25 1 NEW CU 294ESC017 ESC EQUITY COMWLTH FOR 1 OLD$33,6590.03%1,735CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$33,4550.03%451CommonSOLE
038222105AMATAPPLIED MATERIALS$32,5660.03%138CommonSOLE
983793100XPOXPO INC$31,8450.03%300CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INCORPOR$29,1310.03%502CommonSOLE
09247X101BLKCHFBLACKROCK INC$29,1300.03%37CommonSOLE
67077M108NTRNUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086$28,6100.03%562CommonSOLE
115637209BF/BBROWN FORMAN CORP CLASS B$28,0730.03%650CommonSOLE
126650100CVSCVS HEALTH CORP$26,4220.03%447CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$26,1640.03%120CommonSOLE
79466L302CRMSALESFORCE INC$25,7440.02%100CommonSOLE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$25,6690.02%950CommonSOLE
723484101PNWPINNACLE WEST CAP$24,8990.02%326CommonSOLE
G5960L103MDTMEDTRONIC PLC F$24,4000.02%310CommonSOLE
L8681T952SPOT 07/19/2024 PUT 310$24,0380.02%31PUTSOLE
00206R102TAT&T INC COM$23,6960.02%1,240CommonSOLE
883556102TMOTHERMO FISHER SCNTFC$22,7500.02%41CommonSOLE
670100205NVONOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS$22,2670.02%156CommonSOLE
880770102TERTERADYNE INCORPORATE$22,2430.02%150CommonSOLE
464288174WOODISHARES TR GLOBAL TIMBER & FORESTRY ETF$22,1780.02%283CommonSOLE
464287556IBBISHARES TR BIOTECHNOLOGY ETF$21,9610.02%160CommonSOLE
911363109URIUNITED RENTALS INC$21,7460.02%33CommonSOLE
464286582SCJISHARES INC MSCI JAPAN SMALL CAP ETF$21,5830.02%304CommonSOLE
172967424CCITIGROUP INC$21,2310.02%334CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF$20,8820.02%379CommonSOLE
674599105OXYOCCIDENTAL PETROL CO$20,5340.02%325CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF IV$19,1680.02%80CommonSOLE
573284106MLMMARTIN MARIETTA MATERIAL$18,9630.02%35CommonSOLE
018522300AEBAALLETE INC$18,7670.02%301CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$18,5440.02%144CommonSOLE
025537101AEPAMER ELECTRIC PWR CO$17,5480.02%200CommonSOLE
929160109VMCVULCAN MATERIALS COM$17,4070.02%70CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$17,3880.02%600CommonSOLE
36828A101GEVGE VERNOVA INC COM$16,9790.02%99CommonSOLE
30223G102EXAIEUREXSCIENTIA PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$16,6820.02%3,271CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO COM$16,5020.02%273CommonSOLE
931142103WMTWALMART INC$16,4530.02%243CommonSOLE
N07059210ASMLASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS$16,3630.02%16CommonSOLE
46138E263CGWINVSC S P GLOBAL WATER INDEX ETF$16,3100.02%295CommonSOLE
260557103DOWDOW INC$15,9150.02%300CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRL$15,6620.01%250CommonSOLE
37733W204GSKGSK PLC SPONSORED ADR NEW$15,4000.01%400CommonSOLE
46284V101IRMIRON MTN INC NEW REIT$15,2350.01%170CommonSOLE
36262G101GXOGXO LOGISTICS INC$15,1500.01%300CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$14,8250.01%177CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE$14,7840.01%14CommonSOLE
548661107LOWLOWES COMPANIES INC$14,3190.01%64CommonSOLE
98980G102ZSZSCALER INC$13,4530.01%70CommonSOLE
126408103CSXCSX CORP$12,9990.01%388CommonSOLE
H1467J104CBCHUBB LTD F$12,7540.01%50CommonSOLE
91324P102UNHUNITEDHEALTH GRP INC$12,5520.01%24CommonSOLE
345370860FFORD MOTOR CO$12,5400.01%1,000CommonSOLE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$12,4030.01%123CommonSOLE
833445109SNOWSNOWFLAKE INC CLASS A$12,2930.01%91CommonSOLE
922908744VTVVANGUARD VALUE ETF$12,1910.01%76CommonSOLE
097023105BABOEING CO$12,0790.01%66CommonSOLE
92189F676SMHVANECK SEMICONDUCTOR ETF$11,9920.01%46CommonSOLE
09062X103BIIBBIOGEN INC$11,5910.01%50CommonSOLE
458140100INTCINTEL CORP COM$11,1490.01%360CommonSOLE
294821608ERICERICSSON L M TEL CO ADR CL B SEK 10 NEW EXCH FOR ADR CL B SEK NEW$11,1060.01%1,800CommonSOLE
874039100TSMTAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS$10,7760.01%62CommonSOLE
09254X101MUJBLACKROCK MUNIHOLDINGS N$10,6490.01%935CommonSOLE
922042874VGKVANGUARD FTSE EUROPE ETF$10,4160.01%156CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COM$10,2910.01%132CommonSOLE
98978V103ZTSZOETIS INC CLASS A$10,2500.01%59CommonSOLE
922020805VTIPVANGUARD SHORT INFLATIONPROT ETF IV$10,0960.01%208CommonSOLE
450047303IRSIrsa Inversiones Y Representaciones SA Spon ADR$9,8730.01%1,102CommonSOLE
921937827BSVVANGUARD SHORT-TERM BONDETF$9,8170.01%128CommonSOLE
78468R622JNKSPDR BLMBRG BRCLY HGH YDBND ETF$9,8040.01%104CommonSOLE
05580M108RILYB RILEY FINL$9,7020.01%550CommonSOLE
25179M103DVNDEVON ENERGY CORP$9,4800.01%200CommonSOLE
143658300CCL1EURCARNIVAL CORP F$9,3600.01%500CommonSOLE
922908736VUGVANGUARD GROWTH ETF$9,3500.01%25CommonSOLE
149123101CATCATERPILLAR INC$9,3260.01%28CommonSOLE
46429B267GOVTISHARES US TREASURY BONDETF$9,1180.01%404CommonSOLE
464287721IYWISHARES US TECHNOLOGY ETF$8,8790.01%59CommonSOLE
46435U713IFRAISHARES US INFRASTRUCTURE ETF$8,8030.01%209CommonSOLE
92537N108VRTVERTIV HOLDINGS CO CLASS A$8,6570.01%100CommonSOLE
617446448MSMORGAN STANLEY$8,0660.01%83CommonSOLE
46120E602ISRGINTUITIVE SURGICAL$8,0070.01%18CommonSOLE
032654105ADIANALOG DEVICES INC$7,9890.01%35CommonSOLE
G6891L105PANLPANGAEA LOGISTICS SOLUTIONS LTD SHS ISIN#BMG6891L1054$7,8300.01%1,000CommonSOLE
759419104REKRREKOR SYSTEMS INC$7,7500.01%5,000CommonSOLE
26441C204DUKDUKE ENERGY CORP$7,5170.01%75CommonSOLE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$7,4880.01%117CommonSOLE
33718W103FPFFIRST TRUST INT DUR PRF$7,3480.01%400CommonSOLE
46641Q225BBCAJPMORGAN BETABUILDERS CANADA ETF$6,6260.01%102CommonSOLE
666807102NOCNORTHROP GRUMMAN CO$6,5390.01%15CommonSOLE
46429B697USMVISHARES MSCI USA MIN VOLFCTR ETF$6,4640.01%77CommonSOLE
478160104JNJJOHNSON & JOHNSON$6,2840.01%43CommonSOLE
46434G764EMXCISHARES MSCI EMERGING MARKETS ETF$6,1560.01%104CommonSOLE
22160K105COSTCOSTCO WHOLESALE CO$5,9490.01%7CommonSOLE
60770K107MRNAMODERNA INC$5,9370.01%50CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW CLASS A$5,7250.01%150CommonSOLE
22822V101CCICROWN CASTLE INC REIT$5,6660.01%58CommonSOLE
336433107FSLRFIRST SOLAR INC COM$5,6360.01%25CommonSOLE
45687V106IRINGERSOLL RAND INC$5,6320.01%62CommonSOLE
72919P202PLUGPLUG POWER INC$5,6260.01%2,415CommonSOLE
247361702DALDELTA AIR LINES INC DEL$5,4550.01%115CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$5,4130.01%95CommonSOLE
14040H105COFCAPITAL ONE FC$5,3990.01%39CommonSOLE
30212P303EXPEEXPEDIA GROUP INC.$5,3530.01%42CommonSOLE
302635206FSKFS KKR CAPITAL CORP$5,3270.01%270CommonSOLE
57636Q104MAMASTERCARD INC CLASS A$5,2930.01%12CommonSOLE
81369Y209XLVSELECT SECTOR HEALTH CARE SPDR ETF$5,1010.00%35CommonSOLE
31946M103FCNCAFIRST CITIZENS BKSH CLASS A$5,0500.00%3CommonSOLE
855244959PUT STARBUCKS CORP $60 EXP 01/17/25$5,0430.00%29PUTSOLE
235851102DHRDANAHER CORP$4,9970.00%20CommonSOLE
29273V100ETENERGY TRANSFER L P LP$4,8350.00%298CommonSOLE
80105N105SNYSANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS$4,4150.00%91CommonSOLE
53681K100LITHIUM AMERS ARGENTIN F$4,4000.00%1,375CommonSOLE
404280406HSBCHSBC HLDGS PLC SPONS ADR NEW$4,3500.00%100CommonSOLE
26875P101EOGEOG RESOURCES INC$4,3420.00%34CommonSOLE
833445959PUT SNOWFLAKE INC $100 EXP 01/17/25$4,2900.00%7PUTSOLE
464288661IEIISHARES 3-7 YEAR TRERY BOND ETF$4,1560.00%36CommonSOLE
682189105ONON SEMICONDUCTOR CO$4,1130.00%60CommonSOLE
89151E109TTENTOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS$4,0000.00%60CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP INC COM$3,9790.00%54CommonSOLE
254687956PUT WALT DISNEY CO $85 EXP 01/17/25$3,9160.00%13PUTSOLE
464287341IXCISHARES GLOBAL ENERGY ETF$3,7770.00%91CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$3,7590.00%96CommonSOLE
949746101WMT2WELLS FARGO & CO$3,7410.00%63CommonSOLE
697435105PANWPALO ALTO NETWORKS$3,7290.00%11CommonSOLE
53681J103LACLITHIUM AMERS CORP F$3,6850.00%1,375CommonSOLE
464286103EWAISHARES INC MSCI AUSTRALIA ETF$3,6640.00%150CommonSOLE
03945R102ACHRARCHER AVIATION INC CLASS A$3,5200.00%1,000CommonSOLE
011659109ALKALASKA AIR GROUP INC$3,4340.00%85CommonSOLE
46654Q203JEPQJ P MORGAN NASDAQ EQT PRM INC ETF$3,2560.00%58CommonSOLE
76169C100REXRREXFORD INDL REALTY REIT$3,2190.00%72CommonSOLE
464287440IEFISHARES 7-10 YEAR TRSURYBOND ETF$3,0900.00%33CommonSOLE
18914F103CLOVCLOVER HEALTH INVTS CO FCLASS A$2,9520.00%2,400CommonSOLE
05580M958PUT B RILEY FINL $10 EXP 07/19/24$2,8770.00%86PUTSOLE
20825C104COPCONOCOPHILLIPS$2,7450.00%24CommonSOLE
844741108LUVSOUTHWEST AIRLINES$2,5740.00%90CommonSOLE
500754106KHCKRAFT HEINZ CO COM$2,5450.00%79CommonSOLE
70450Y953PUT PAYPAL HOLDINGS INCO$45 EXP 08/16/24$2,4430.00%13PUTSOLE
12572Q955PUT CME GROUP INC $180 EXP 01/17/25$2,4150.00%4PUTSOLE
98980F104GTMZOOMINFO TECHNOLOGIES IN$2,4130.00%189CommonSOLE
863667101SYKSTRYKER CORP$2,3810.00%7CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM SER A$2,2240.00%299CommonSOLE
922908629VOVANGUARD MID CAP ETF$2,1780.00%9CommonSOLE
46090F100PDBCINVSC ACTVLY MNG OPTM YDDVRS ETF$2,0930.00%149CommonSOLE
464288653TLHISHARES 10-20 YEAR TSURYBOND ETF$2,0540.00%20CommonSOLE
01609W952PUT ALIBABA GROUP HLDG L$50 ADJ EXP 01/17/25REPS 100 BABA 66 CASH$1,9980.00%20PUTSOLE
78464A755XMESPDR S&P METALS & MININGETF$1,9570.00%33CommonSOLE
15118V957PUT CELSIUS HOLDINGS INC$50 EXP 01/17/25$1,8650.00%3PUTSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$1,7500.00%33CommonSOLE
74340W953PUT PROLOGIS INC. $100 EXP 01/17/25$1,7410.00%6PUTSOLE
405552100HLNHALEON PLC ADR ISIN#US4055521003$1,5690.00%190CommonSOLE
464288372IGFISHARES GLOBAL INFRASTRUCTURE ETF$1,3890.00%29CommonSOLE
88160R951PUT TESLA INC $100 EXP 01/17/25$1,3190.00%9PUTSOLE
92206C771VMBSVANGUARD MORTGAGE BACKEDSEC ETF$1,3160.00%29CommonSOLE
929740108WABWABTEC COM$1,2640.00%8CommonSOLE
92537N958PUT VERTIV HOLDINGS CO $60 EXP 01/17/25$1,2590.00%4PUTSOLE
15673X200CEPTON INC$1,2100.00%450CommonSOLE
90138F102TWLOTWILIO INC CLASS A$1,1930.00%21CommonSOLE
311900954PUT FASTENAL CO $52.12 EXP 01/17/25$1,1000.00%10PUTSOLE
007903957PUT ADVANCED MICRO DEVIC$110 EXP 01/17/25$1,0640.00%5PUTSOLE
911312956PUT UNITED PARCEL SRVC $110 EXP 01/17/25$1,0200.00%5PUTSOLE
771049103RBLXROBLOX CORP CLASS A$9300.00%25CommonSOLE
707569109PENNPENN ENTMT INC$8320.00%43CommonSOLE
278768106SATSECHOSTAR CORP CL A$7650.00%43CommonSOLE
68622V106OGNORGANON & CO COM$7240.00%35CommonSOLE
24703L952PUT DELL TECHNOLOGIES IN$55 EXP 01/17/25$7030.00%12PUTSOLE
92556H2060VVBPARAMOUNT GLOBAL S/M EFF 08/08/2025 1 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD$6750.00%65CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$5900.00%25CommonSOLE
89832Q109TFCTRUIST FINL CORP$5820.00%15CommonSOLE
G51502955PUT JOHNSON CONTROLS INT$52.5 EXP 01/17/25$4350.00%6PUTSOLE
92556H107PARAAPARAMOUNT GLOBAL S/M EFF 08/08/25 1.5333 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD$4040.00%22CommonSOLE
G5960L953PUT MEDTRONIC PLC $60 EXP 01/17/25$4020.00%9PUTSOLE
15961R105CHARGEPOINT HOLDINGS INCCLASS A$3770.00%250CommonSOLE
580135951PUT MCDONALDS CORP $215 EXP 03/21/25$3410.00%1PUTSOLE
31620M956PUT FIDELITY NATL INFO $40 EXP 01/17/25$3340.00%10PUTSOLE
880770952PUT TERADYNE INCORPORATE$100 EXP 01/17/25$3000.00%2PUTSOLE
65339F951PUT NEXTERA ENERGY INC $40 EXP 10/18/24$2660.00%13PUTSOLE
674599955PUT OCCIDENTAL PETROL CO$45 EXP 01/17/25$2620.00%10PUTSOLE
609207955PUT MONDELEZ INTL $55 EXP 06/20/25$2620.00%2PUTSOLE
697435955PUT PALO ALTO NETWORKS $200 EXP 01/17/25$2590.00%2PUTSOLE
02079K957PUT ALPHABET INC. $105 EXP 01/17/25$2590.00%7PUTSOLE
N6596X959PUT NXP SEMICONDUCTORS $130 EXP 01/17/25$2570.00%3PUTSOLE
92556V106VTRSVIATRIS INC COM$2550.00%24CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED F$2370.00%33CommonSOLE
138035704CGCCANOPY GROWTH CORP F$2320.00%36CommonSOLE
H8817H100RIGTRANSOCEAN LTD REG SHS ISIN#CH0048265513$2080.00%39CommonSOLE
92939U956PUT W E C ENERGY GROUP I$65 EXP 10/18/24$2060.00%4PUTSOLE
031162950PUT AMGEN INC. $200 EXP 01/17/25$2050.00%2PUTSOLE
30231G952PUT EXXON MOBIL CORP $65 EXP 01/17/25$1740.00%10PUTSOLE
023135956PUT AMAZON.COM INC $100 EXP 01/17/25$1500.00%4PUTSOLE
097023955PUT BOEING CO $125 EXP 01/17/25$1370.00%1PUTSOLE
693475955PUT PNC FINL SERVICES $100 EXP 01/17/25$1290.00%2PUTSOLE
969457950PUT WILLIAMS COS INC $28 EXP 01/17/25$870.00%7PUTSOLE
79466L952PUT SALESFORCE INC $150 EXP 01/17/25$650.00%1PUTSOLE
92766K403SPCEVIRGIN GALACTIC HLDG CLASS A$420.00%5CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$370.00%11CommonSOLE
684023500OGENGBPORAGENICS INC$30.00%3CommonSOLE
166764950PUT CHEVRON CORP $100 EXP 09/20/24$02PUTSOLE

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.