MondegarAI
Keebeck Wealth Management

Q1 2025 · 13F-HR

Keebeck Wealth Managementholdings as filed

Filed 2025-05-15 · accession 0001172661-25-001975

$677.8M
Reported value
273
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$59.1M8.72%105,146CommonNONE
46432F339QUALISHARES TR$21.9M3.23%128,199CommonNONE
92204A702VGTVANGUARD WORLD FD$21.2M3.13%39,147CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$17.3M2.55%172,830CommonSOLE
037833100AAPLAPPLE INC$16.8M2.48%75,543CommonNONE
594918104MSFTMICROSOFT CORP$15.8M2.33%41,982CommonNONE
464288877EFVISHARES TR$15.5M2.29%263,777CommonNONE
464287101OEFISHARES TR$14.8M2.18%54,555CommonNONE
464287309IVWISHARES TR$14.0M2.07%151,255CommonNONE
464288885EFGISHARES TR$11.1M1.63%110,801CommonNONE
922907746VTEBVANGUARD MUN BD FDS$10.3M1.52%207,169CommonNONE
67066G104NVDANVIDIA CORPORATION$10.1M1.49%93,290CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$10.1M1.48%206,264CommonNONE
46435G425ESGUISHARES TR$9.3M1.37%76,084CommonNONE
464287408IVEISHARES TR$9.0M1.33%47,328CommonNONE
464287721IYWISHARES TR$8.9M1.31%63,149CommonNONE
464287887IJTISHARES TR$8.2M1.21%66,114CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$8.2M1.21%56,090CommonSOLE
97717Y527USFRWISDOMTREE TR$6.8M1.00%134,587CommonNONE
464288414MUBISHARES TR$6.5M0.95%61,232CommonSOLE
532457108LLYELI LILLY & CO$6.4M0.94%7,729CommonNONE
46434V613IUSBISHARES TR$6.4M0.94%137,806CommonNONE
92826C839VVISA INC$6.3M0.93%17,905CommonNONE
548661107LOWLOWES COS INC$6.3M0.92%26,827CommonNONE
023135106AMZNAMAZON COM INC$6.2M0.91%32,452CommonNONE
863667101SYKSTRYKER CORPORATION$6.1M0.90%16,394CommonNONE
57636Q104MAMASTERCARD INCORPORATED$6.1M0.89%11,039CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$6.0M0.89%30,601CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5.9M0.87%17,074CommonNONE
29273V100ETENERGY TRANSFER L P$5.9M0.86%315,189CommonSOLE
482480100KLACKLA CORP$5.6M0.83%8,287CommonNONE
11135F101AVGOBROADCOM INC$5.4M0.80%32,477CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$5.4M0.80%31,244CommonNONE
00287Y109ABBVABBVIE INC$5.3M0.78%25,156CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$5.2M0.77%363,870CommonSOLE
G87052109TELTE CONNECTIVITY PLC$5.0M0.74%35,396CommonNONE
46434G764EMXCISHARES INC$4.9M0.73%89,667CommonNONE
46435G409IVLUISHARES TR$4.9M0.73%162,631CommonNONE
75513E101RTXRTX CORPORATION$4.8M0.71%36,521CommonNONE
92204A603VISVANGUARD WORLD FD$4.8M0.70%19,214CommonNONE
464287168DVYISHARES TR$4.7M0.69%34,906CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.6M0.67%8,695CommonNONE
882508104TXNTEXAS INSTRS INC$4.5M0.67%25,127CommonNONE
002824100ABTABBOTT LABS$4.4M0.65%33,189CommonNONE
46434G103IEMGISHARES INC$4.3M0.64%80,408CommonNONE
94106L109WMWASTE MGMT INC DEL$4.3M0.64%18,644CommonSOLE
46982L108JJACOBS SOLUTIONS INC$4.2M0.62%34,689CommonNONE
291011104EMREMERSON ELEC CO$3.9M0.57%35,455CommonNONE
48662X105KBDCKAYNE ANDERSON BDC INC$3.7M0.55%228,518CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.7M0.54%7,159CommonNONE
30303M102METAMETA PLATFORMS INC$3.5M0.52%6,130CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.5M0.51%6,202CommonNONE
464288653TLHISHARES TR$3.5M0.51%33,377CommonNONE
46090E103QQQINVESCO QQQ TR$3.4M0.50%7,225CommonNONE
98978V103ZTSZOETIS INC$3.3M0.49%20,181CommonNONE
464287861IEVISHARES TR$3.3M0.49%56,998CommonNONE
19260Q107COINCOINBASE GLOBAL INC$3.3M0.49%19,129CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.2M0.47%10,161CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$3.1M0.46%66,567CommonNONE
922908736VUGVANGUARD INDEX FDS$3.1M0.45%8,274CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.1M0.45%6,192CommonSOLE
464287804IJRISHARES TR$3.0M0.45%28,992CommonNONE
032654105ADIANALOG DEVICES INC$3.0M0.45%14,959CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3.0M0.44%23,012CommonSOLE
92939U106WECWEC ENERGY GROUP INC$3.0M0.44%27,636CommonNONE
464287655IWMISHARES TR$3.0M0.44%14,864CommonNONE
46432F396MTUMISHARES TR$2.8M0.41%13,769CommonNONE
615369105MCOMOODYS CORP$2.8M0.41%5,926CommonNONE
58933Y105MRKMERCK & CO INC$2.7M0.40%30,221CommonNONE
92204A504VHTVANGUARD WORLD FD$2.7M0.40%10,138CommonNONE
922908744VTVVANGUARD INDEX FDS$2.7M0.39%15,363CommonSOLE
92204A207VDCVANGUARD WORLD FD$2.6M0.38%11,759CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.38%4,826CommonNONE
46434G889EMGFISHARES INC$2.6M0.38%54,576CommonNONE
438516106HONHONEYWELL INTL INC$2.5M0.37%11,987CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$2.5M0.37%400,000CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.5M0.37%10,429CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.5M0.37%32,420CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.36%2,595CommonNONE
46429B697USMVISHARES TR$2.5M0.36%26,203CommonNONE
631103108NDAQNASDAQ INC$2.4M0.35%31,618CommonNONE
64110L106NFLXNETFLIX INC$2.4M0.35%2,569CommonSOLE
632307104NTRANATERA INC$2.4M0.35%16,939CommonNONE
032095101APHAMPHENOL CORP NEW$2.4M0.35%35,922CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.3M0.34%13,513CommonNONE
26875P101EOGEOG RES INC$2.3M0.34%17,918CommonNONE
464285204IAUISHARES GOLD TR$2.2M0.33%38,159CommonSOLE
78463V107GLDSPDR GOLD TR$2.2M0.32%7,600CommonNONE
931142103WMTWALMART INC$2.1M0.32%24,395CommonNONE
92189H300EMLCVANECK ETF TRUST$2.1M0.31%87,630CommonSOLE
912008109USFDUS FOODS HLDG CORP$2.1M0.31%31,750CommonSOLE
244199105DEDEERE & CO$2.1M0.30%4,361CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$2.1M0.30%109,750CommonSOLE
929160109VMCVULCAN MATLS CO$2.0M0.29%8,562CommonNONE
148929102CAVACAVA GROUP INC$2.0M0.29%22,680CommonSOLE
02079K305GOOGLALPHABET INC$2.0M0.29%12,664CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$1.9M0.28%18,859CommonSOLE
407497106HLNEHAMILTON LANE INC$1.9M0.28%12,670CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.9M0.27%48,993CommonSOLE
92189F106GDXVANECK ETF TRUST$1.8M0.27%40,000CommonSOLE
46434V803HEFAISHARES TR$1.8M0.26%49,268CommonNONE
85914M107STEPSTEPSTONE GROUP INC$1.7M0.25%32,981CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$1.7M0.25%64,212CommonNONE
464288588MBBISHARES TR$1.6M0.23%16,762CommonNONE
594972408MSTRMICROSTRATEGY INC$1.6M0.23%5,383CommonSOLE
437076102HDHOME DEPOT INC$1.5M0.23%4,166CommonNONE
46435U218SUSLISHARES TR$1.5M0.22%15,418CommonNONE
02079K107GOOGALPHABET INC$1.4M0.21%8,935CommonNONE
12572Q105CMECME GROUP INC$1.4M0.21%5,255CommonNONE
78409V104SPGIS&P GLOBAL INC$1.4M0.20%2,719CommonNONE
464287549IGMISHARES TR$1.4M0.20%15,193CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.4M0.20%27,569CommonNONE
92204A405VFHVANGUARD WORLD FD$1.4M0.20%11,465CommonSOLE
464287622IWBISHARES TR$1.3M0.20%4,311CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.19%7,591CommonSOLE
78468R721TFISPDR SER TR$1.3M0.19%28,238CommonSOLE
921932794VIOGVANGUARD ADMIRAL FDS INC$1.3M0.19%11,833CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.2M0.18%23,685CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$1.2M0.18%61,247CommonSOLE
22266T109CPNGCOUPANG INC$1.2M0.18%54,652CommonSOLE
97717W208DHSWISDOMTREE TR$1.2M0.18%12,042CommonNONE
464288679SHVISHARES TR$1.1M0.17%10,214CommonSOLE
46137V605DJDINVESCO EXCHANGE TRADED FD T$1.1M0.16%21,050CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.1M0.16%51,118CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.1M0.16%4,765CommonSOLE
464288158SUBISHARES TR$1.0M0.15%9,820CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.0M0.15%4,185CommonNONE
72352L106PINSPINTEREST INC$1.0M0.15%32,759CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.0M0.15%6,337CommonSOLE
88160R101TSLATESLA INC$1.0M0.15%3,874CommonSOLE
478160104JNJJOHNSON & JOHNSON$980,1140.14%5,910CommonNONE
718172109PMPHILIP MORRIS INTL INC$939,3360.14%5,868CommonNONE
65339F101NEENEXTERA ENERGY INC$932,0200.14%13,147CommonNONE
855244109SBUXSTARBUCKS CORP$928,9120.14%9,470CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$913,2340.13%11,182CommonSOLE
00162Q452AMLPALPS ETF TR$911,7030.13%17,553CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$905,1940.13%17,580CommonNONE
81762P102NOWSERVICENOW INC$856,6470.13%1,076CommonSOLE
68389X105ORCLORACLE CORP$854,2390.13%6,110CommonNONE
580135101MCDMCDONALDS CORP$826,5310.12%2,646CommonNONE
84863T106SPOKSPOK HLDGS INC$822,0000.12%50,000CommonSOLE
46435U713IFRAISHARES TR$816,3980.12%18,114CommonNONE
23331A109DHID R HORTON INC$769,5180.11%6,053CommonSOLE
464287614IWFISHARES TR$764,4280.11%2,117CommonSOLE
77311W101RKTROCKET COS INC$751,9610.11%62,300CommonSOLE
30231G102XOMEXXON MOBIL CORP$750,1270.11%6,307CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$745,4810.11%12,223CommonNONE
91916J100BRRRCOINSHARES VALKYRIE BITCOIN$704,8250.10%30,250CommonSOLE
88634T493TIDAL TR II$694,2900.10%34,151CommonSOLE
37954Y871URAGLOBAL X FDS$669,2640.10%29,200CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$660,7320.10%11,258CommonSOLE
92189H607OIHVANECK ETF TRUST$655,3000.10%2,500PUTSOLE
464287432TLTISHARES TR$636,1180.09%6,988CommonNONE
808513105SCHWSCHWAB CHARLES CORP$635,0520.09%8,113CommonSOLE
907818108UNPUNION PAC CORP$634,5410.09%2,686CommonNONE
336433107FSLRFIRST SOLAR INC$632,1500.09%5,000CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$631,2600.09%28,000CommonSOLE
747525103QCOMQUALCOMM INC$620,4990.09%4,039CommonNONE
539830109LMTLOCKHEED MARTIN CORP$579,3830.09%1,297CommonNONE
166764100CVXCHEVRON CORP NEW$573,8050.08%3,430CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$572,1260.08%2,293CommonSOLE
92189F791GDXJVANECK ETF TRUST$572,0000.08%10,000CommonSOLE
031162100AMGNAMGEN INC$541,1620.08%1,737CommonNONE
872280102CGBDCARLYLE SECURED LENDING INC$501,5800.07%31,000CommonSOLE
842587107SOSOUTHERN CO$495,7020.07%5,391CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$492,4970.07%6,246CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$489,1630.07%1,593CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$488,9590.07%895CommonNONE
20030N101CMCSACOMCAST CORP NEW$487,4490.07%13,210CommonNONE
911363109URIUNITED RENTALS INC$486,3190.07%776CommonSOLE
87612E106TGTTARGET CORP$482,9780.07%4,628CommonSOLE
745867101PHMPULTE GROUP INC$475,9700.07%4,620CommonSOLE
060505104BACBANK AMERICA CORP$474,9680.07%11,382CommonNONE
46434V621DGROISHARES TR$472,1850.07%7,643CommonNONE
464287556IBBISHARES TR$465,3000.07%3,638CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$464,3850.07%7,656CommonNONE
191216100KOCOCA COLA CO$460,3770.07%6,385CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$445,2220.07%5,640CommonSOLE
90384S303ULTAULTA BEAUTY INC$440,9480.07%1,203CommonSOLE
17275R102CSCOCISCO SYS INC$440,8560.07%7,144CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$439,2690.06%882CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$436,5680.06%14,729CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$431,2450.06%7,180CommonSOLE
922908769VTIVANGUARD INDEX FDS$419,9070.06%1,528CommonNONE
464287630IWNISHARES TR$406,7400.06%2,694CommonNONE
464287507IJHISHARES TR$398,2390.06%6,825CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$395,2620.06%3,065CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$392,7120.06%767CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$387,3290.06%33,333CommonSOLE
91232N207USOUNITED STS OIL FD LP$386,6500.06%5,000PUTSOLE
464288372IGFISHARES TR$377,9880.06%6,914CommonNONE
260557103DOWDOW INC$377,5550.06%10,812CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$368,8000.05%2,500CommonSOLE
20825C104COPCONOCOPHILLIPS$366,6250.05%3,491CommonNONE
78464A508SPYVSPDR SER TR$363,4340.05%7,116CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$363,1690.05%7,233CommonSOLE
G5960L103MDTMEDTRONIC PLC$360,9640.05%3,986CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$359,0980.05%2,043CommonSOLE
949746101WMT2WELLS FARGO CO NEW$355,7190.05%4,955CommonNONE
69753M105PLMRPALOMAR HLDGS INC$349,4170.05%2,549CommonNONE
654106103NKENIKE INC$341,6020.05%5,350CommonNONE
21036P108STZCONSTELLATION BRANDS INC$341,3470.05%1,860CommonSOLE
092528843HIMUBLACKROCK ETF TRUST II$335,8130.05%6,780CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$334,9450.05%1,347CommonNONE
925652109VICIVICI PPTYS INC$326,8200.05%10,019CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$325,8170.05%631CommonSOLE
92204A801VAWVANGUARD WORLD FD$325,6970.05%1,725CommonNONE
00206R102TAT&T INC$323,3230.05%11,433CommonNONE
375558103GILDGILEAD SCIENCES INC$316,8770.05%2,828CommonNONE
46435G524IGROISHARES TR$314,8240.05%4,346CommonNONE
14316J108CGCARLYLE GROUP INC$307,6150.05%7,057CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$307,0970.05%730CommonSOLE
78464A409SPYGSPDR SER TR$306,1010.05%3,809CommonNONE
922908751VBVANGUARD INDEX FDS$302,4250.04%1,364CommonNONE
231021106CMICUMMINS INC$300,9020.04%960CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$300,4780.04%12,974CommonNONE
025816109AXPAMERICAN EXPRESS CO$299,9910.04%1,115CommonNONE
038222105AMATAPPLIED MATLS INC$299,3830.04%2,063CommonNONE
464287150ITOTISHARES TR$298,6800.04%2,448CommonNONE
922908595VBKVANGUARD INDEX FDS$298,5990.04%1,186CommonSOLE
03938L203MTARCELORMITTAL SA LUXEMBOURG$292,6830.04%10,145CommonSOLE
46429B291QLTAISHARES TR$291,1210.04%6,125CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$291,0010.04%4,899CommonNONE
872590104TMUST-MOBILE US INC$290,9810.04%1,091CommonNONE
149123101CATCATERPILLAR INC$290,2240.04%880CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$290,1460.04%1,496CommonSOLE
260003108DOVDOVER CORP$286,1830.04%1,629CommonSOLE
464287226AGGISHARES TR$284,3950.04%2,875CommonNONE
464287762IYHISHARES TR$282,6510.04%4,642CommonNONE
464287341IXCISHARES TR$282,5000.04%6,715CommonNONE
461202103INTUINTUIT$279,3650.04%455CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$273,8460.04%1,909CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$270,2330.04%7,422CommonNONE
86333M108LRNSTRIDE INC$266,7890.04%2,109CommonNONE
82846H405QXOQXO INC$266,5760.04%19,688CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$265,8990.04%1,742CommonNONE
464287234EEMISHARES TR$265,3900.04%6,073CommonNONE
372460105GPCGENUINE PARTS CO$263,4720.04%2,192CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$261,1660.04%5,532CommonNONE
46435G102ICVTISHARES TR$258,7730.04%3,095CommonNONE
78468R853SPSMSPDR SER TR$251,4100.04%6,168CommonNONE
464287598IWDISHARES TR$248,9360.04%1,323CommonSOLE
26603R106DUOLDUOLINGO INC$248,1210.04%799CommonNONE
464288281EMBISHARES TR$247,2200.04%2,729CommonNONE
92189F387SHYDVANECK ETF TRUST$241,8800.04%10,755CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$238,4170.04%1,425CommonNONE
713448108PEPPEPSICO INC$236,0060.03%1,574CommonNONE
18452B209CLSKCLEANSPARK INC$235,2000.03%35,000CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$230,8760.03%2,565CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$228,4000.03%2,000CommonSOLE
254687106DISDISNEY WALT CO$227,8110.03%2,308CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$225,8330.03%464CommonNONE
14888U101CPRXCATALYST PHARMACEUTICALS INC$225,5250.03%9,300CommonNONE
29358P101ENSGENSIGN GROUP INC$223,8410.03%1,729CommonNONE
516544103LNTHLANTHEUS HLDGS INC$221,3570.03%2,268CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$220,2750.03%2,144CommonSOLE
46429B267GOVTISHARES TR$218,4270.03%9,503CommonNONE
75960P104RELYREMITLY GLOBAL INC$217,9220.03%10,477CommonNONE
09290D101BLKBLACKROCK INC$212,9580.03%225CommonNONE
11271J107BNBROOKFIELD CORP$212,8890.03%4,062CommonSOLE
74736L109QTWOQ2 HLDGS INC$212,6670.03%2,658CommonNONE
589889104MMSIMERIT MED SYS INC$208,0370.03%1,968CommonNONE
617446448MSMORGAN STANLEY$204,7560.03%1,755CommonNONE
464286509EWCISHARES INC$203,7500.03%5,000CommonNONE
358054104FRSHFRESHWORKS INC$185,0950.03%13,118CommonNONE
836100107SOUNSOUNDHOUND AI INC$178,6400.03%22,000CommonSOLE
09173B1071B2BITFARMS LTD$175,1770.03%222,250CommonSOLE
47074L105JAMFJAMF HLDG CORP$171,4970.03%14,115CommonNONE
81686C104628SEMRUSH HLDGS INC$131,2820.02%14,071CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$110,9150.02%108,740CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$95,5400.01%17,000CommonSOLE
500255104KSSKOHLS CORP$81,8000.01%10,000CommonSOLE
88080T104WULFTERAWULF INC$62,2440.01%22,800CommonSOLE

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.