MondegarAI
Fire Capital Management LLC

Q4 2024 · 13F-HR

Fire Capital Management LLCholdings as filed

Filed 2025-03-24 · accession 0001172661-25-001360

$134.3M
Reported value
90
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$13.9M10.4%103,783CommonSOLE
464287622IWBISHARES TR$7.8M5.81%24,231CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.6M4.19%9,600CommonNONE
88160R101TSLATESLA INC$5.4M4.04%13,431CommonSOLE
594918104MSFTMICROSOFT CORP$5.3M3.93%12,504CommonSOLE
464287655IWMISHARES TR$5.0M3.75%22,790CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.8M3.59%20,119CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.3M3.19%24,469CommonNONE
037833100AAPLAPPLE INC$3.7M2.76%14,816CommonSOLE
354613101BENFRANKLIN RESOURCES INC$3.5M2.60%172,333CommonSOLE
78463V107GLDSPDR GOLD TR$3.4M2.55%14,121CommonNONE
023135106AMZNAMAZON COM INC$3.0M2.23%13,642CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.7M2.04%9,215CommonSOLE
464288646IGSBISHARES TR$2.7M2.00%52,037CommonNONE
244199105DEDEERE & CO$2.4M1.76%5,590CommonSOLE
46432F842IEFAISHARES TR$2.1M1.56%29,714CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M1.46%18,280CommonSOLE
98978V103ZTSZOETIS INC$1.9M1.40%11,577CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.9M1.39%31,570CommonNONE
931142103WMTWALMART INC$1.7M1.27%18,932CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.7M1.23%3,170CommonSOLE
577125826MINVMATTHEWS ASIA FDS$1.6M1.23%60,176CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.6M1.22%37,155CommonNONE
11135F101AVGOBROADCOM INC$1.5M1.11%6,426CommonSOLE
040413205ANETARISTA NETWORKS INC$1.4M1.07%13,015CommonSOLE
149123101CATCATERPILLAR INC$1.4M1.06%3,921CommonSOLE
254687106DISDISNEY WALT CO$1.4M1.05%12,662CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.4M1.01%14,861CommonSOLE
00724F101ADBEADOBE INC$1.4M1.01%3,038CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.99%3,966CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.3M0.98%10,900CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.3M0.96%21,666CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.92%2,110CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.2M0.91%1,335CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.84%4,973CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.84%2,167CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.1M0.80%4,978CommonSOLE
92826C839VVISA INC$1.0M0.77%3,273CommonSOLE
532457108LLYELI LILLY & CO$1.0M0.77%1,332CommonSOLE
717081103PFEPFIZER INC$1.0M0.76%38,367CommonSOLE
09290D101BLKBLACKROCK INC$1.0M0.76%991CommonSOLE
437076102HDHOME DEPOT INC$932,7980.69%2,398CommonSOLE
65339F101NEENEXTERA ENERGY INC$894,4040.67%12,476CommonSOLE
235851102DHRDANAHER CORPORATION$823,3960.61%3,587CommonSOLE
68389X105ORCLORACLE CORP$800,3720.60%4,803CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$791,9240.59%2,771CommonSOLE
690370101BBBYBEYOND INC$725,7400.54%147,209CommonSOLE
922908652VXFVANGUARD INDEX FDS$721,9240.54%3,800CommonNONE
009158106APDAIR PRODS & CHEMS INC$715,2390.53%2,466CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$680,3130.51%7,346CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$651,6560.49%3,553CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$647,0610.48%1,130CommonSOLE
03076C106AMPAMERIPRISE FINL INC$612,2950.46%1,150CommonSOLE
580135101MCDMCDONALDS CORP$610,2720.45%2,105CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$605,8930.45%4,867CommonSOLE
22052L104CTVACORTEVA INC$602,4090.45%10,576CommonSOLE
166764100CVXCHEVRON CORP NEW$597,6100.45%4,126CommonSOLE
94106L109WMWASTE MGMT INC DEL$576,9180.43%2,859CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$568,7310.42%8,462CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$556,6280.41%1,228CommonSOLE
75513E101RTXRTX CORPORATION$551,6370.41%4,767CommonSOLE
147528103CASYCASEYS GEN STORES INC$544,4200.41%1,374CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$533,9420.40%1,014CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$502,7680.37%11,380CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$487,5780.36%1,425CommonSOLE
58155Q103MCKMCKESSON CORP$484,4240.36%850CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$463,6400.35%5,027CommonSOLE
438516106HONHONEYWELL INTL INC$452,2320.34%2,002CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$424,7170.32%817CommonSOLE
670100205NVONOVO-NORDISK A S$389,1540.29%4,524CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$385,5670.29%7,268CommonNONE
060505104BACBANK AMERICA CORP$377,2670.28%8,584CommonSOLE
02079K305GOOGLALPHABET INC$373,8680.28%1,975CommonSOLE
053332102AZOAUTOZONE INC$368,2300.27%115CommonSOLE
252131107DXCMDEXCOM INC$363,5750.27%4,675CommonSOLE
64110L106NFLXNETFLIX INC$352,0710.26%395CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$352,0500.26%1,500CommonSOLE
032654105ADIANALOG DEVICES INC$351,8340.26%1,656CommonSOLE
17275R102CSCOCISCO SYS INC$328,2640.24%5,545CommonSOLE
247361702DALDELTA AIR LINES INC DEL$322,2230.24%5,326CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$320,2760.24%4,692CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$255,4720.19%1,404CommonSOLE
882508104TXNTEXAS INSTRS INC$252,9510.19%1,349CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$248,4210.19%50CommonSOLE
615369105MCOMOODYS CORP$234,3180.17%495CommonSOLE
036752103ELVELEVANCE HEALTH INC$230,5630.17%625CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$215,0900.16%3,567CommonSOLE
478160104JNJJOHNSON & JOHNSON$211,8680.16%1,465CommonSOLE
008073108AVAVAEROVIRONMENT INC$207,9050.15%1,351CommonSOLE
744320102PRUPRUDENTIAL FINL INC$202,0940.15%1,705CommonSOLE

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.