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Fire Capital Management LLC

Q1 2025 · 13F-HR

Fire Capital Management LLCholdings as filed

Filed 2025-05-13 · accession 0001172661-25-001755

$136.0M
Reported value
89
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$12.0M8.85%111,043CommonSOLE
464287622IWBISHARES TR$8.8M6.48%28,741CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.0M4.41%10,721CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.1M3.78%20,934CommonSOLE
594918104MSFTMICROSOFT CORP$5.1M3.74%13,536CommonSOLE
464287655IWMISHARES TR$5.0M3.64%24,836CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.6M3.41%26,742CommonNONE
78463V107GLDSPDR GOLD TR$4.3M3.19%15,078CommonNONE
88160R101TSLATESLA INC$3.6M2.65%13,927CommonSOLE
037833100AAPLAPPLE INC$3.4M2.53%15,516CommonSOLE
354613101BENFRANKLIN RESOURCES INC$3.3M2.44%172,333CommonSOLE
023135106AMZNAMAZON COM INC$3.1M2.29%16,349CommonSOLE
244199105DEDEERE & CO$2.7M1.96%5,685CommonSOLE
464288646IGSBISHARES TR$2.6M1.94%50,272CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.6M1.88%9,480CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.2M1.60%18,280CommonSOLE
46432F842IEFAISHARES TR$2.1M1.55%27,895CommonNONE
921909768VXUSVANGUARD STAR FDS$2.0M1.49%32,587CommonNONE
98978V103ZTSZOETIS INC$1.9M1.42%11,750CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.9M1.42%42,642CommonNONE
577125826MINVMATTHEWS ASIA FDS$1.7M1.28%62,249CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.7M1.27%10,900CommonSOLE
931142103WMTWALMART INC$1.7M1.26%19,546CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.6M1.16%3,184CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.5M1.11%22,195CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.4M1.02%14,861CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.98%4,041CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.94%1,350CommonSOLE
254687106DISDISNEY WALT CO$1.3M0.93%12,879CommonSOLE
11135F101AVGOBROADCOM INC$1.3M0.93%7,530CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.93%2,529CommonSOLE
00724F101ADBEADOBE INC$1.2M0.91%3,235CommonSOLE
92826C839VVISA INC$1.2M0.91%3,537CommonSOLE
907818108UNPUNION PAC CORP$1.2M0.88%5,088CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.2M0.86%5,043CommonSOLE
79466L302CRMSALESFORCE INC$1.2M0.85%4,331CommonSOLE
532457108LLYELI LILLY & CO$1.1M0.81%1,341CommonSOLE
09290D101BLKBLACKROCK INC$1.0M0.75%1,083CommonSOLE
922908652VXFVANGUARD INDEX FDS$1.0M0.74%5,814CommonNONE
717081103PFEPFIZER INC$972,2200.71%38,367CommonSOLE
68389X105ORCLORACLE CORP$934,7700.69%6,686CommonSOLE
30303M102METAMETA PLATFORMS INC$923,9050.68%1,603CommonSOLE
040413205ANETARISTA NETWORKS INC$900,3950.66%11,621CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$886,0100.65%19,602CommonNONE
65339F101NEENEXTERA ENERGY INC$881,2340.65%12,431CommonSOLE
437076102HDHOME DEPOT INC$878,8430.65%2,398CommonSOLE
690370101BBBYBEYOND INC$853,8120.63%147,209CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$800,5500.59%3,679CommonSOLE
235851102DHRDANAHER CORPORATION$771,0050.57%3,761CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$758,1070.56%7,346CommonSOLE
147528103CASYCASEYS GEN STORES INC$757,8340.56%1,746CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$747,4930.55%2,893CommonSOLE
94106L109WMWASTE MGMT INC DEL$739,2110.54%3,193CommonSOLE
009158106APDAIR PRODS & CHEMS INC$736,7100.54%2,498CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$727,2740.53%4,930CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$717,2790.53%1,313CommonSOLE
22052L104CTVACORTEVA INC$711,7380.52%11,310CommonSOLE
580135101MCDMCDONALDS CORP$678,2250.50%2,171CommonSOLE
166764100CVXCHEVRON CORP NEW$676,6880.50%4,045CommonSOLE
64110L106NFLXNETFLIX INC$672,3540.49%721CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$654,5410.48%1,229CommonSOLE
75513E101RTXRTX CORPORATION$628,6550.46%4,746CommonSOLE
58155Q103MCKMCKESSON CORP$572,0420.42%850CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$560,0090.41%5,125CommonSOLE
03076C106AMPAMERIPRISE FINL INC$556,7270.41%1,150CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$555,7940.41%1,014CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$527,4600.39%1,496CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$514,3580.38%2,551CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$498,7850.37%846CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$489,2690.36%12,183CommonSOLE
060505104BACBANK AMERICA CORP$409,6220.30%9,816CommonSOLE
438516106HONHONEYWELL INTL INC$401,6900.30%1,897CommonSOLE
02079K107GOOGALPHABET INC$379,3260.28%2,428CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$355,2750.26%1,500CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$349,4110.26%6,959CommonSOLE
053332102AZOAUTOZONE INC$343,1500.25%90CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$340,2150.25%7,268CommonNONE
17275R102CSCOCISCO SYS INC$337,3690.25%5,467CommonSOLE
032654105ADIANALOG DEVICES INC$333,9660.25%1,656CommonSOLE
872590104TMUST-MOBILE US INC$327,5200.24%1,228CommonSOLE
872540109TJXTJX COS INC NEW$307,1800.23%2,522CommonSOLE
02079K305GOOGLALPHABET INC$305,4140.22%1,975CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$297,4730.22%4,692CommonSOLE
922908363VOOVANGUARD INDEX FDS$282,6320.21%550CommonNONE
036752103ELVELEVANCE HEALTH INC$271,8500.20%625CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$254,4240.19%1,491CommonSOLE
882508104TXNTEXAS INSTRS INC$236,4850.17%1,316CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$230,3460.17%50CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$223,6410.16%427CommonSOLE

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.