MondegarAI
Valtrion Capital Management, LLC

Q4 2024 · 13F-HR

Valtrion Capital Management, LLCholdings as filed

Filed 2025-06-20 · accession 0001085146-25-003456

$76.3M
Reported value
75
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$14.9M19.6%27,713CommonSOLE
74348A467NOBLPROSHARES TR$6.7M8.83%67,631CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$6.5M8.58%90,937CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$2.7M3.58%26,415CommonSOLE
037833100AAPLAPPLE INC$1.9M2.49%7,591CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.6M2.08%8,728CommonSOLE
46432F834IXUSISHARES TR$1.4M1.81%20,904CommonSOLE
00214Q104ARKKARK ETF TR$1.3M1.74%23,319CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.2M1.59%19,068CommonSOLE
464288638IGIBISHARES TR$1.1M1.41%20,802CommonSOLE
464287432TLTISHARES TR$1.1M1.39%12,113CommonSOLE
464287440IEFISHARES TR$1.0M1.37%11,280CommonSOLE
464289511IGLBISHARES TR$1.0M1.36%20,961CommonSOLE
30303M102METAMETA PLATFORMS INC$1.0M1.31%1,710CommonSOLE
45674M101INFA1EURINFORMATICA INC$972,3751.28%37,500CommonSOLE
023135106AMZNAMAZON COM INC$966,8521.27%4,407CommonSOLE
594918104MSFTMICROSOFT CORP$949,8401.25%2,253CommonSOLE
464288240ACWXISHARES TR$943,7781.24%18,094CommonSOLE
464287200IVVISHARES TR$932,5281.22%1,584CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$926,5691.22%2,708CommonSOLE
67066G104NVDANVIDIA CORPORATION$900,0741.18%6,702CommonSOLE
81762P102NOWSERVICENOW INC$844,9161.11%797CommonSOLE
001055102AFLAFLAC INC$832,6711.09%8,050CommonSOLE
00162Q452AMLPALPS ETF TR$813,5551.07%16,893CommonSOLE
464288687PFFISHARES TR$807,0131.06%25,668CommonSOLE
464288513HYGISHARES TR$800,9171.05%10,183CommonSOLE
92189F411BIZDVANECK ETF TRUST$798,5221.05%48,017CommonSOLE
969904101WSMWILLIAMS SONOMA INC$753,6930.99%4,070CommonSOLE
464288414MUBISHARES TR$737,2980.97%6,920CommonSOLE
464288562REZISHARES TR$701,6840.92%8,661CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$672,0400.88%2,790CommonSOLE
00287Y109ABBVABBVIE INC$668,7960.88%3,764CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$650,1370.85%8,128CommonSOLE
291011104EMREMERSON ELEC CO$634,2350.83%5,118CommonSOLE
231021106CMICUMMINS INC$622,0150.82%1,784CommonSOLE
94106L109WMWASTE MGMT INC DEL$610,6330.80%3,026CommonSOLE
191216100KOCOCA COLA CO$610,0220.80%9,798CommonSOLE
92826C839VVISA INC$600,8020.79%1,901CommonSOLE
02079K107GOOGALPHABET INC$587,8880.77%3,087CommonSOLE
166764100CVXCHEVRON CORP NEW$572,3430.75%3,952CommonSOLE
79466L302CRMSALESFORCE INC$553,9450.73%1,657CommonSOLE
464287614IWFISHARES TR$550,9680.72%1,372CommonSOLE
369550108GDGENERAL DYNAMICS CORP$512,4530.67%1,945CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$510,9010.67%1,503CommonSOLE
02079K305GOOGLALPHABET INC$510,8610.67%2,699CommonSOLE
464287655IWMISHARES TR$463,3530.61%2,097CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$461,1680.60%4,349CommonSOLE
718172109PMPHILIP MORRIS INTL INC$458,1390.60%3,807CommonSOLE
580135101MCDMCDONALDS CORP$450,6560.59%1,555CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$448,2830.59%955CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$448,2040.59%13,872CommonSOLE
04621X108AIZASSURANT INC$446,4780.59%2,094CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$438,3300.57%1,729CommonSOLE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$408,1630.54%6,174CommonSOLE
46434V613IUSBISHARES TR$394,1990.52%8,721CommonSOLE
92204A702VGTVANGUARD WORLD FD$379,6340.50%611CommonSOLE
92204A306VDEVANGUARD WORLD FD$375,0910.49%3,092CommonSOLE
372460105GPCGENUINE PARTS CO$344,5590.45%2,951CommonSOLE
742718109PGPROCTER AND GAMBLE CO$339,1700.44%2,023CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$331,9020.44%580CommonSOLE
370334104GISGENERAL MLS INC$322,4500.42%5,056CommonSOLE
713448108PEPPEPSICO INC$321,5090.42%2,114CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$289,0740.38%3,180CommonSOLE
H1467J104CBCHUBB LIMITED$286,4160.38%1,037CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$284,5470.37%972CommonSOLE
209115104EDCONSOLIDATED EDISON INC$283,6540.37%3,179CommonSOLE
29273V100ETENERGY TRANSFER L P$274,3970.36%14,007CommonSOLE
907818108UNPUNION PAC CORP$272,2980.36%1,194CommonSOLE
254687106DISDISNEY WALT CO$253,3660.33%2,275CommonSOLE
487836108KKELLANOVA$247,8490.33%3,061CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$237,8250.31%1,886CommonSOLE
009158106APDAIR PRODS & CHEMS INC$233,9990.31%807CommonSOLE
256163106DOCUDOCUSIGN INC$229,9770.30%2,557CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$220,7350.29%454CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$209,1080.27%784CommonSOLE

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.