MondegarAI
Covenant Partners, LLC

Q3 2024 · 13F-HR

Covenant Partners, LLCholdings as filed

Filed 2024-10-24 · accession 0001398344-24-019326

$343.6M
Reported value
177
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287614IWFISHARES TR$57.4M16.7%153,019CommonNONE
464288877EFVISHARES TR$29.2M8.51%508,374CommonNONE
464287598IWDISHARES TR$27.8M8.10%146,605CommonNONE
464288885EFGISHARES TR$24.9M7.24%231,074CommonNONE
464287473IWSISHARES TR$23.2M6.74%175,216CommonNONE
464287648IWOISHARES TR$16.2M4.71%57,005CommonNONE
464287630IWNISHARES TR$16.1M4.68%96,381CommonNONE
464287879IJSISHARES TR$11.2M3.26%104,090CommonNONE
464288273SCZISHARES TR$8.9M2.59%131,345CommonNONE
594918104MSFTMICROSOFT CORP$5.5M1.61%12,833CommonNONE
67066G104NVDANVIDIA CORPORATION$5.2M1.50%42,506CommonNONE
532457108LLYELI LILLY & CO$4.8M1.38%5,371CommonNONE
037833100AAPLAPPLE INC$3.7M1.08%15,995CommonNONE
023135106AMZNAMAZON COM INC$3.0M0.87%16,059CommonNONE
464288513HYGISHARES TR$2.4M0.69%29,499CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.3M0.66%6,438CommonNONE
N3167Y103RACEFERRARI N V$2.2M0.65%4,764CommonNONE
30303M102METAMETA PLATFORMS INC$2.2M0.63%3,782CommonNONE
N07059210ASMLASML HOLDING N V$2.1M0.62%2,566CommonNONE
670100205NVONOVO-NORDISK A S$2.1M0.61%17,526CommonNONE
46571Y107IIIVI3 VERTICALS INC$2.1M0.60%96,973CommonNONE
437076102HDHOME DEPOT INC$1.9M0.54%4,620CommonNONE
00287Y109ABBVABBVIE INC$1.8M0.54%9,313CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.8M0.53%3,896CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.8M0.51%20,591CommonNONE
704326107PAYXPAYCHEX INC$1.7M0.48%12,376CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.6M0.47%7,718CommonNONE
92826C839VVISA INC$1.6M0.46%5,687CommonNONE
833034101SNASNAP ON INC$1.5M0.45%5,323CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.5M0.44%5,326CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.39%2,315CommonNONE
384802104GWWGRAINGER W W INC$1.4M0.39%1,302CommonNONE
58933Y105MRKMERCK & CO INC$1.3M0.39%11,758CommonNONE
803054204SAPSAP SE$1.3M0.38%5,763CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.38%2,205CommonNONE
09247X101BLKCHFBLACKROCK INC$1.3M0.37%1,355CommonNONE
06738E204BCSBARCLAYS PLC$1.2M0.36%101,394CommonNONE
G8473T100STESTERIS PLC$1.2M0.36%5,041CommonNONE
254709108DFSEURDISCOVER FINL SVCS$1.1M0.33%8,180CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$1.1M0.33%34,654CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.32%3,247CommonNONE
G54950103LINLINDE PLC$1.1M0.32%2,326CommonNONE
046353108AZNNASTRAZENECA PLC$1.1M0.32%13,925CommonNONE
907818108UNPUNION PAC CORP$1.1M0.31%4,367CommonNONE
78468R622JNKSPDR SER TR$1.1M0.31%10,930CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.31%7,187CommonNONE
G4705A100ICLRICON PLC$1.0M0.30%3,623CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$982,7540.29%8,784CommonNONE
98978V103ZTSZOETIS INC$954,6270.28%4,886CommonNONE
002824100ABTABBOTT LABS$950,7300.28%8,339CommonNONE
64110L106NFLXNETFLIX INC$910,7030.27%1,284CommonNONE
58733R102MELIMERCADOLIBRE INC$909,0190.26%443CommonNONE
759530108RELXRELX PLC$906,4860.26%19,100CommonNONE
74340W103PLDPROLOGIS INC.$902,5240.26%7,147CommonNONE
456837103INGING GROEP N.V.$892,2190.26%49,131CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$877,2830.26%4,418CommonNONE
66987V109NVSNOVARTIS AG$875,0730.25%7,608CommonNONE
78409V104SPGIS&P GLOBAL INC$867,4050.25%1,679CommonNONE
G0403H108AONAON PLC$849,0600.25%2,454CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$822,0800.24%1,329CommonNONE
743315103PGRPROGRESSIVE CORP$803,1510.23%3,165CommonNONE
65339F101NEENEXTERA ENERGY INC$793,3990.23%9,386CommonNONE
00724F101ADBEADOBE INC$747,1570.22%1,443CommonNONE
742718109PGPROCTER AND GAMBLE CO$721,2050.21%4,164CommonNONE
02079K305GOOGLALPHABET INC$720,6190.21%4,345CommonNONE
G29183103ETNEATON CORP PLC$713,9220.21%2,154CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$688,7610.20%1,402CommonNONE
29084Q100EMEEMCOR GROUP INC$681,0990.20%1,582CommonNONE
23331A109DHID R HORTON INC$672,4650.20%3,525CommonNONE
871607107SNPSSYNOPSYS INC$668,4350.19%1,320CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$656,3950.19%710CommonNONE
761152107RMDRESMED INC$654,2420.19%2,680CommonNONE
031162100AMGNAMGEN INC$646,6760.19%2,007CommonNONE
754730109RJFRAYMOND JAMES FINL INC$623,6890.18%5,093CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$620,8760.18%414CommonNONE
79466L302CRMSALESFORCE INC$618,0380.18%2,258CommonNONE
718172109PMPHILIP MORRIS INTL INC$612,2210.18%5,043CommonNONE
45104G104IBNICICI BANK LIMITED$579,3590.17%19,409CommonNONE
29444U700EQIXEQUINIX INC$576,0720.17%649CommonNONE
217204106CPRTCOPART INC$548,4190.16%10,466CommonNONE
224408104CRCRANE COMPANY$547,0160.16%3,456CommonNONE
243537107DECKDECKERS OUTDOOR CORP$546,2760.16%3,426CommonNONE
863667101SYKSTRYKER CORPORATION$541,8900.16%1,500CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$520,3750.15%2,934CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$516,6920.15%9,904CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$509,5620.15%2,587CommonNONE
G6683N103NUNU HLDGS LTD$505,4050.15%37,026CommonNONE
464287200IVVISHARES TR$504,7180.15%875CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$483,1540.14%545CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$481,3930.14%10,655CommonNONE
872540109TJXTJX COS INC NEW$474,1570.14%4,034CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$470,6200.14%37,262CommonNONE
02079K107GOOGALPHABET INC$469,6370.14%2,809CommonNONE
M7S64H106MNDYMONDAY COM LTD$458,3210.13%1,650CommonNONE
Y2573F102FLEXFLEX LTD$456,6210.13%13,659CommonNONE
303075105FDSFACTSET RESH SYS INC$445,1350.13%968CommonNONE
80105N105SNYSANOFI$442,8870.13%7,685CommonNONE
038222105AMATAPPLIED MATLS INC$437,8430.13%2,167CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$429,3610.12%2,638CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$415,0430.12%1,905CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$412,8450.12%2,570CommonNONE
78463M107SPSCSPS COMM INC$405,0390.12%2,086CommonNONE
78709Y105SAIASAIA INC$402,7170.12%921CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$395,1550.12%5,961CommonNONE
81141R100SESEA LTD$390,9800.11%4,147CommonNONE
893641100TDGTRANSDIGM GROUP INC$389,6070.11%273CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$387,7650.11%5,519CommonNONE
37733W204GSKGSK PLC$384,8860.11%9,415CommonNONE
237194105DRIDARDEN RESTAURANTS INC$383,4080.11%2,336CommonNONE
98138H101WDAYWORKDAY INC$376,6360.11%1,541CommonNONE
231021106CMICUMMINS INC$376,2440.11%1,162CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$368,1620.11%999CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$366,7810.11%4,880CommonNONE
682189105ONON SEMICONDUCTOR CORP$364,5030.11%5,020CommonNONE
860630102SFSTIFEL FINL CORP$363,5810.11%3,872CommonNONE
12504L109CBRECBRE GROUP INC$351,6560.10%2,825CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$348,8780.10%758CommonNONE
055622104BPBP PLC$347,8020.10%11,080CommonNONE
00653Q102AHCOADAPTHEALTH CORP$339,9440.10%30,271CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$339,6650.10%1,991CommonNONE
90384S303ULTAULTA BEAUTY INC$335,4220.10%862CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$332,3330.10%6,191CommonNONE
73278L105POOLPOOL CORP$331,2080.10%879CommonNONE
29362U104ENTGENTEGRIS INC$331,1760.10%2,943CommonNONE
216648501COOCOOPER COS INC$327,9310.10%2,972CommonNONE
461202103INTUINTUIT$323,5410.09%521CommonNONE
88160R101TSLATESLA INC$310,2940.09%1,186CommonNONE
126408103CSXCSX CORP$306,8340.09%8,886CommonNONE
H42097107UBSUBS GROUP AG$306,2570.09%9,908CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$304,0030.09%2,903CommonNONE
147528103CASYCASEYS GEN STORES INC$297,1870.09%791CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$296,0870.09%1,863CommonNONE
87612G101TRGPTARGA RES CORP$296,0200.09%2,000CommonNONE
855244109SBUXSTARBUCKS CORP$295,5900.09%3,032CommonNONE
639057207NWGNATWEST GROUP PLC$294,8500.09%31,501CommonNONE
09260D107BXBLACKSTONE INC$289,7220.08%1,892CommonNONE
75513E101RTXRTX CORPORATION$287,0290.08%2,369CommonNONE
74758T303QLYSQUALYS INC$282,7410.08%2,201CommonNONE
H01301128ALCALCON AG$280,3970.08%2,802CommonNONE
574599106MASMASCO CORP$278,5130.08%3,318CommonNONE
922908736VUGVANGUARD INDEX FDS$273,7430.08%713CommonNONE
733174700BPOPPOPULAR INC$270,0280.08%2,693CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$265,0420.08%883CommonNONE
464287622IWBISHARES TR$263,7740.08%839CommonNONE
89151E109TTENTOTALENERGIES SE$263,7150.08%4,081CommonNONE
504922105LHLABCORP HOLDINGS INC$258,5670.08%1,157CommonNONE
29358P101ENSGENSIGN GROUP INC$256,8630.07%1,786CommonNONE
115236101BROBROWN & BROWN INC$254,3380.07%2,455CommonNONE
407497106HLNEHAMILTON LANE INC$253,9330.07%1,508CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$250,8550.07%1,632CommonNONE
682680103OKEONEOK INC NEW$248,6030.07%2,728CommonNONE
464287309IVWISHARES TR$243,1100.07%2,539CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$242,6740.07%2,799CommonNONE
29273V100ETENERGY TRANSFER L P$238,8240.07%14,880CommonNONE
871829107SYYSYSCO CORP$236,8350.07%3,034CommonNONE
912008109USFDUS FOODS HLDG CORP$231,2400.07%3,760CommonNONE
361448103GATXGATX CORP$229,1390.07%1,730CommonNONE
G3323L100FNFABRINET$228,8740.07%968CommonNONE
78468R408SJNKSPDR SER TR$228,7120.07%8,882CommonNONE
42809H107HESHESS CORP$228,1440.07%1,680CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$226,7080.07%518CommonNONE
680033107ONBOLD NATL BANCORP IND$225,6930.07%12,095CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$218,3550.06%2,163CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$215,1780.06%1,239CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$209,2250.06%973CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$206,6180.06%1,792CommonNONE
049468101TEAMATLASSIAN CORPORATION$202,4830.06%1,275CommonNONE
464287408IVEISHARES TR$196,5790.06%997CommonNONE
464287499IWRISHARES TR$188,6200.05%2,140CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$185,6060.05%11,777CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$183,1420.05%16,895CommonNONE
35472T101FTFFRANKLIN LTD DURATION INCOME$68,5010.02%10,270CommonNONE
003011103ABRDN AUSTRALIA EQUITY FD IN$51,7780.02%10,993CommonNONE
464287234EEMISHARES TR$37,3310.01%814CommonNONE
464287655IWMISHARES TR$19,6600.01%89CommonNONE
464288521USRTISHARES TR$19,5180.01%317CommonNONE
922908769VTIVANGUARD INDEX FDS$11,3270.00%40CommonNONE

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.