MondegarAI
TCM Advisors, LLC

Q3 2024 · 13F-HR

TCM Advisors, LLCholdings as filed

Filed 2024-11-13 · accession 0001085146-24-005664

$888.4M
Reported value
64
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287655IWMISHARES TR$623.3M70.2%2,821,900CALLNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$144.1M16.2%340,500CALLNONE
46090E103QQQINVESCO QQQ TR$32.0M3.60%65,500CommonNONE
464287432TLTISHARES TR$14.3M1.61%145,600CommonNONE
78463V107GLDSPDR GOLD TR$7.4M0.83%30,400CommonNONE
464287739IYRISHARES TR$3.1M0.35%30,900CommonNONE
345370860FFORD MTR CO$1.9M0.21%179,433CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.9M0.21%3,233CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.7M0.20%7,900CommonNONE
037833100AAPLAPPLE INC$1.7M0.19%7,300CommonNONE
191216100KOCOCA COLA CO$1.7M0.19%23,365CommonNONE
759509102RSRELIANCE INC$1.6M0.18%5,600CommonNONE
548661107LOWLOWES COS INC$1.5M0.17%5,476CommonNONE
418056107HASHASBRO INC$1.5M0.17%20,500CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.5M0.17%29,600CommonNONE
166764100CVXCHEVRON CORP NEW$1.5M0.16%9,900CommonNONE
00287Y109ABBVABBVIE INC$1.4M0.16%7,300CommonNONE
231021106CMICUMMINS INC$1.4M0.16%4,400CommonNONE
681919106OMCOMNICOM GROUP INC$1.4M0.16%13,600CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.4M0.16%11,400CommonNONE
783549108RRYDER SYS INC$1.4M0.15%9,400CommonNONE
92826C839VVISA INC$1.4M0.15%4,972CommonNONE
00206R102TAT&T INC$1.3M0.15%60,602CommonNONE
17275R102CSCOCISCO SYS INC$1.3M0.15%24,877CommonNONE
931142103WMTWALMART INC$1.3M0.15%16,366CommonNONE
G29183103ETNEATON CORP PLC$1.3M0.15%3,890CommonNONE
G5960L103MDTMEDTRONIC PLC$1.3M0.14%14,300CommonNONE
882508104TXNTEXAS INSTRS INC$1.3M0.14%6,200CommonNONE
412822108HOGHARLEY DAVIDSON INC$1.2M0.14%32,300CommonNONE
460146103IPINTERNATIONAL PAPER CO$1.2M0.14%25,200CommonNONE
311900104FASTFASTENAL CO$1.2M0.14%17,000CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.2M0.14%20,200CommonNONE
717081103PFEPFIZER INC$1.2M0.13%40,858CommonNONE
817565104SCISERVICE CORP INTL$1.2M0.13%14,800CommonNONE
963320106WHRWHIRLPOOL CORP$1.2M0.13%10,800CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.13%8,300CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$1.1M0.13%30,027CommonNONE
59156R108METMETLIFE INC$1.1M0.12%13,100CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.1M0.12%6,655CommonNONE
23331A109DHID R HORTON INC$1.1M0.12%5,600CommonNONE
29364G103ETRENTERGY CORP NEW$1.1M0.12%8,100CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.0M0.12%3,900CommonNONE
277432100EMNEASTMAN CHEM CO$1.0M0.11%9,100CommonNONE
247361702DALDELTA AIR LINES INC DEL$965,0100.11%19,000CommonNONE
704326107PAYXPAYCHEX INC$958,3850.11%7,142CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$947,6910.11%8,700CommonNONE
654106103NKENIKE INC$945,8800.11%10,700CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$930,6460.10%2,022CommonNONE
254687106DISDISNEY WALT CO$923,7130.10%9,603CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$911,9700.10%4,325CommonNONE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$864,2540.10%38,600CommonNONE
580135101MCDMCDONALDS CORP$852,6280.10%2,800CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$814,7040.09%2,200CommonNONE
093671105HRBBLOCK H & R INC$800,7300.09%12,600CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$779,3780.09%1,333CommonNONE
907818108UNPUNION PAC CORP$708,6300.08%2,875CommonNONE
742718109PGPROCTER AND GAMBLE CO$658,1600.07%3,800CommonNONE
94106L109WMWASTE MGMT INC DEL$622,8000.07%3,000CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$576,2500.06%2,500CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$512,4550.06%11,300CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$458,7520.05%51,200CommonNONE
30231G102XOMEXXON MOBIL CORP$316,6110.04%2,701CommonNONE
464287655IWMISHARES TR$2,8720.00%13CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$4230.00%1CommonNONE

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.