MondegarAI
Silicon Valley Capital Partners

Q4 2024 · 13F-HR

Silicon Valley Capital Partnersholdings as filed

Filed 2025-01-29 · accession 0001398344-25-001317

$896.5M
Reported value
315
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TRUST$107.1M11.9%182,724CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$68.8M7.68%134,617CommonSOLE
037833100AAPLAPPLE INC COM$61.2M6.83%244,354CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$60.1M6.71%96,686CommonSOLE
46137V431SPGPINVESCO S&P 500 GARP ETF$51.9M5.79%494,524CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$47.3M5.27%249,689CommonSOLE
594918104MSFTMICROSOFT CORP COM$40.9M4.56%97,071CommonSOLE
464287457SHYISHARES 1-3 YEAR TREASURY BOND ETF$37.6M4.20%458,799CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$34.5M3.85%256,878CommonSOLE
464288661IEIISHARES 3-7 YEAR TREASURY BOND ETF$33.0M3.68%285,429CommonSOLE
023135106AMZNAMAZON COM INC COM$31.7M3.53%144,272CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$28.3M3.15%278,245CommonSOLE
922908736VUGVANGUARD GROWTH ETF$16.5M1.84%40,212CommonSOLE
381430503GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF$15.8M1.76%137,306CommonSOLE
11135F101AVGOBROADCOM INC COM$15.1M1.69%65,333CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$13.7M1.52%30,132CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$13.1M1.46%108,712CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$12.3M1.38%21,057CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND ETF$12.3M1.38%111,965CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$11.8M1.31%12,831CommonSOLE
855244109SBUXSTARBUCKS CORP COM$11.6M1.30%127,513CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$11.6M1.29%39,081CommonSOLE
79466L302CRMSALESFORCE INC COM$11.3M1.26%33,751CommonSOLE
060505104BACBANK AMERICA CORP COM$10.5M1.17%237,903CommonSOLE
902973304USBUS BANCORP DEL COM NEW$10.4M1.16%217,477CommonSOLE
81762P102NOWSERVICENOW INC COM$10.1M1.12%9,507CommonSOLE
315912808ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF$9.8M1.10%129,275CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$9.6M1.07%32,958CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$9.5M1.06%88,139CommonSOLE
532457108LLYELI LILLY & CO COM$9.3M1.04%12,091CommonSOLE
437076102HDHOME DEPOT INC COM$9.2M1.03%23,718CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$7.4M0.82%14,547CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$6.5M0.72%70,687CommonSOLE
771049103RBLXROBLOX CORP CL A$4.0M0.45%69,104CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC COM$3.6M0.41%33,002CommonSOLE
921910840MGVVANGUARD MEGA CAP VALUE ETF$3.4M0.38%27,531CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTH ETF$3.2M0.36%9,422CommonSOLE
00724F101ADBEADOBE INC COM$2.7M0.30%5,972CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$2.5M0.28%10,360CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$2.2M0.25%11,746CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$2.1M0.24%35,183CommonSOLE
461202103INTUINTUIT COM$1.6M0.18%2,607CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$1.5M0.17%22,918CommonSOLE
92826C839VVISA INC COM CL A$1.4M0.15%4,394CommonSOLE
68389X105ORCLORACLE CORP COM$1.3M0.15%7,848CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$1.2M0.14%3,023CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$1.1M0.12%2,062CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$1.1M0.12%1,848CommonSOLE
166764100CVXCHEVRON CORP NEW COM$980,0030.11%6,766CommonSOLE
29444U700EQIXEQUINIX INC COM$916,3770.10%972CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$891,7100.10%1,693CommonSOLE
674599105OXYOCCIDENTAL PETE CORP COM$854,5110.10%17,294CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$799,4160.09%10,800CommonSOLE
040413205ANETARISTA NETWORKS INC COM SHS$793,5680.09%7,180CommonSOLE
052769106ADSKAUTODESK INC COM$706,1170.08%2,389CommonSOLE
88160R101TSLATESLA INC COM$676,2890.08%1,675CommonSOLE
64110L106NFLXNETFLIX INC COM$570,4450.06%640CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$519,9730.06%3,595CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$513,5010.06%5,749CommonSOLE
381430529GBILACCESS TREASURY 0-1 YEAR ETF$501,7420.06%5,021CommonSOLE
46434VBD1IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF$459,5940.05%18,347CommonSOLE
46435GAA0IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF$458,8820.05%19,064CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$449,0030.05%2,468CommonSOLE
87612E106TGTTARGET CORP COM$394,1420.04%2,916CommonSOLE
M7S64H106MNDYMONDAY COM LTD SHS$393,9580.04%1,673CommonSOLE
717081103PFEPFIZER INC COM$388,5130.04%14,644CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$373,5240.04%1,092CommonSOLE
464287721IYWISHARES U.S. TECHNOLOGY ETF$351,3370.04%2,202CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$315,2790.04%5,060CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$310,8800.03%3,694CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$296,4340.03%810CommonSOLE
09260D107BXBLACKSTONE INC COM$286,4920.03%1,662CommonSOLE
896239100TRMBTRIMBLE INC COM$285,7490.03%4,044CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$244,3470.03%4,606CommonSOLE
25434V401DFUSDIMENSIONAL U.S. EQUITY MARKET ETF$215,5790.02%3,382CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$212,6680.02%660CommonSOLE
458140100INTCINTEL CORP COM$207,2900.02%10,339CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$206,6050.02%361CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$200,4020.02%1,093CommonSOLE
464288257ACWIISHARES MSCI ACWI ETF$189,1430.02%1,610CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$188,9630.02%332CommonSOLE
75734B100RDDTREDDIT INC CL A$183,0530.02%1,120CommonSOLE
23908L405DINTDAVIS SELECT INTERNATIONAL ETF$180,7360.02%8,275CommonSOLE
931142103WMTWALMART INC COM$180,4250.02%1,997CommonSOLE
922908751VBVANGUARD SMALL-CAP ETF$177,0300.02%737CommonSOLE
097023105BABOEING CO COM$173,1060.02%978CommonSOLE
00214Q104ARKKARK INNOVATION ETF$164,0370.02%2,889CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND ETF$158,7100.02%1,490CommonSOLE
833445109SNOWSNOWFLAKE INC CL A$154,4100.02%1,000CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION COM$152,0130.02%10,054CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC COM SHS$151,5040.02%5,331CommonSOLE
031162100AMGNAMGEN INC COM$144,0920.02%553CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN FUND$142,7650.02%1,750CommonSOLE
72200M108XPCKXPIMCO CALIF MUN INCOME FD II COM$133,8710.01%23,404CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM NEW$129,4460.01%248CommonSOLE
893641100TDGTRANSDIGM GROUP INC COM$125,8420.01%99CommonSOLE
464287523SOXXISHARES SEMICONDUCTOR ETF$119,2470.01%553CommonSOLE
17275R102CSCOCISCO SYS INC COM$109,3670.01%1,847CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$106,5430.01%303CommonSOLE
580135101MCDMCDONALDS CORP COM$105,6920.01%365CommonSOLE
002824100ABTABBOTT LABS COM$104,4140.01%923CommonSOLE
09290D101BLKBLACKROCK INC COM$102,5110.01%100CommonSOLE
654106103NKENIKE INC CL B$98,0780.01%1,296CommonSOLE
M6191J100FROGJFROG LTD ORD SHS$96,4460.01%3,279CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$92,0080.01%189CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$91,8390.01%465CommonSOLE
00287Y109ABBVABBVIE INC COM$91,8090.01%517CommonSOLE
Y2573F102FLEXFLEX LTD ORD$85,0720.01%2,216CommonSOLE
038222105AMATAPPLIED MATLS INC COM$82,5700.01%508CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$81,3830.01%1,159CommonSOLE
713448108PEPPEPSICO INC COM$78,5850.01%517CommonSOLE
055622104BPBP PLC SPONSORED ADR$77,8200.01%2,633CommonSOLE
747525103QCOMQUALCOMM INC COM$77,6120.01%505CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$75,4880.01%260CommonSOLE
48251W104KKRKKR & CO INC COM$75,2130.01%509CommonSOLE
679295105OKTAOKTA INC CL A$74,6240.01%947CommonSOLE
25459Y694FASDIREXION DAILY FINANCIAL BULL 3X SHARES$74,5610.01%494CommonSOLE
827048109SLGNSILGAN HLDGS INC COM$74,0200.01%1,422CommonSOLE
142339100CSLCARLISLE COS INC COM$70,7160.01%192CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$68,3980.01%408CommonSOLE
29084Q100EMEEMCOR GROUP INC COM$68,2750.01%150CommonSOLE
670100205NVONOVO-NORDISK A S ADR$63,5010.01%738CommonSOLE
23804L103DDOGDATADOG INC CL A COM$62,1570.01%435CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC COM$61,8460.01%425CommonSOLE
607828100MODMODINE MFG CO COM$61,6750.01%532CommonSOLE
032654105ADIANALOG DEVICES INC COM$60,6410.01%285CommonSOLE
89834G745APMUACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF$60,3280.01%2,447CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$58,6140.01%811CommonSOLE
G0403H108AONAON PLC SHS CL A$58,1490.01%162CommonSOLE
78463V107GLDSPDR GOLD SHARES$56,1740.01%232CommonSOLE
464287689IWVISHARES RUSSELL 3000 ETF$55,4210.01%166CommonSOLE
74624M102PPURE STORAGE INC CL A$55,1030.01%897CommonSOLE
057665200BCPCBALCHEM CORP COM$54,0970.01%332CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION CL A COM STK$53,0680.01%300CommonSOLE
149123101CATCATERPILLAR INC COM$52,0910.01%144CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC COM$51,4470.01%311CommonSOLE
45073V108ITTITT INC COM$50,4690.01%353CommonSOLE
911363109URIUNITED RENTALS INC COM$50,0690.01%71CommonSOLE
00847J105AGYSAGILYSYS INC COM$49,9180.01%379CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$48,5360.01%248CommonSOLE
056525108BMIBADGER METER INC COM$48,4590.01%228CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$47,3540.01%1,690CommonSOLE
45784P101PODDINSULET CORP COM$46,9930.01%180CommonSOLE
09290C848BIDDBLACKROCK INTERNATIONAL DIVIDEND ETF$46,5340.01%1,886CommonSOLE
882508104TXNTEXAS INSTRS INC COM$46,2920.01%247CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$46,1690.01%209CommonSOLE
379577208GMEDGLOBUS MED INC CL A$45,4910.01%550CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC COMMON STOCK$44,6890.00%1,193CommonSOLE
75513E101RTXRTX CORPORATION COM$44,5800.00%385CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$43,6900.00%914CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$42,7130.00%244CommonSOLE
147448104CWSTCASELLA WASTE SYS INC CL A$42,3240.00%400CommonSOLE
74347R248CSMPROSHARES LARGE CAP CORE PLUS$41,7940.00%632CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP COM$41,1150.00%242CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$39,9310.00%706CommonSOLE
74347X831TQQQPROSHARES ULTRAPRO QQQ$39,8310.00%503CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS$38,3830.00%268CommonSOLE
001055102AFLAFLAC INC COM$37,7520.00%365CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$37,2600.00%1,000CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$36,1570.00%552CommonSOLE
438516106HONHONEYWELL INTL INC COM$35,8920.00%159CommonSOLE
78464A789KIESPDR S&P INSURANCE ETF$34,1910.00%605CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$33,6130.00%91CommonSOLE
803054204SAPSAP SE SPON ADR$33,5400.00%136CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$32,4440.00%737CommonSOLE
N3167Y103RACEFERRARI N V COM$31,5790.00%74CommonSOLE
89834G729APUEACTIVEPASSIVE U.S. EQUITY ETF$30,9910.00%867CommonSOLE
14040H105COFCAPITAL ONE FINL CORP COM$30,6740.00%172CommonSOLE
443320106HUBGHUB GROUP INC CL A$30,6450.00%688CommonSOLE
854231107SXISTANDEX INTL CORP COM$30,1270.00%161CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$29,9760.00%227CommonSOLE
907818108UNPUNION PAC CORP COM$29,6810.00%130CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC COM$28,4760.00%253CommonSOLE
960413102WLKWESTLAKE CORPORATION COM$28,1440.00%245CommonSOLE
892331307TMTOYOTA MOTOR CORP ADS$28,1410.00%145CommonSOLE
235851102DHRDANAHER CORPORATION COM$27,7290.00%121CommonSOLE
92189F676SMHVANECK SEMICONDUCTOR ETF$27,2390.00%112CommonSOLE
09073M104TECHBIO-TECHNE CORP COM$27,1280.00%377CommonSOLE
127097103CTRACOTERRA ENERGY INC COM$26,8350.00%1,051CommonSOLE
548661107LOWLOWES COS INC COM$26,6870.00%108CommonSOLE
191098102COKECOCA COLA CONS INC COM$25,7430.00%20CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$25,7330.00%37CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$25,2390.00%66CommonSOLE
66987V109NVSNOVARTIS AG SPONSORED ADR$24,9450.00%256CommonSOLE
835699307SONYSONY GROUP CORP SPONSORED ADR$24,5060.00%1,158CommonSOLE
124805102CBZCBIZ INC COM$23,9760.00%293CommonSOLE
464287242LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF$23,7560.00%222CommonSOLE
G54950103LINLINDE PLC SHS$23,5430.00%56CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$23,4150.00%101CommonSOLE
000361105AIRAAR CORP COM$23,2860.00%380CommonSOLE
617446448MSMORGAN STANLEY COM NEW$22,9940.00%183CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY COM$22,6870.00%313CommonSOLE
404280406HSBCHSBC HLDGS PLC SPON ADR NEW$21,8930.00%443CommonSOLE
126408103CSXCSX CORP COM$21,8220.00%676CommonSOLE
668771108GENGEN DIGITAL INC COM$21,6110.00%789CommonSOLE
171484108CHDNCHURCHILL DOWNS INC COM$21,3660.00%160CommonSOLE
29355X107NPOENPRO INC COM$21,3630.00%124CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$21,1060.00%100CommonSOLE
00187Y100APGAPI GROUP CORP COM STK$20,5750.00%572CommonSOLE
337738108FISVFISERV INC COM$20,5420.00%100CommonSOLE
780259305SHELSHELL PLC SPON ADS$20,3100.00%324CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$20,1670.00%40CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$20,0430.00%4CommonSOLE
67066Y105NACNUVEEN CA QUALTY MUN INCOME FD COM$19,6110.00%1,737CommonSOLE
78709Y105SAIASAIA INC COM$19,5960.00%43CommonSOLE
125523100CITHE CIGNA GROUP COM$19,5100.00%71CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$18,4400.00%257CommonSOLE
38173M102GBDCGOLUB CAP BDC INC COM$18,2220.00%1,202CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC COM$18,1220.00%45CommonSOLE
36828A101GEVGE VERNOVA INC COM$17,7620.00%54CommonSOLE
064058100BKBANK NEW YORK MELLON CORP COM$17,6490.00%230CommonSOLE
458334109IPARINTERPARFUMS INC COM$17,1690.00%131CommonSOLE
92556V106VTRSVIATRIS INC COM$17,1110.00%1,374CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC COM$16,9260.00%149CommonSOLE
422806109HEIHEICO CORP NEW COM$16,8800.00%71CommonSOLE
443201108HWMHOWMET AEROSPACE INC COM$16,7340.00%153CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC COM NEW$16,4480.00%36CommonSOLE
053332102AZOAUTOZONE INC COM$16,0100.00%5CommonSOLE
947890109WBSWEBSTER FINL CORP COM$15,7860.00%286CommonSOLE
136385101CNQCANADIAN NAT RES LTD COM$15,5620.00%504CommonSOLE
74348A467NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$15,3480.00%154CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC COM$15,1940.00%72CommonSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$15,1560.00%170CommonSOLE
077454106BDCBELDEN INC COM$14,9130.00%132CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$14,6150.00%197CommonSOLE
631103108NDAQNASDAQ INC COM$14,5020.00%188CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$14,5000.00%31CommonSOLE
98138H101WDAYWORKDAY INC CL A$14,4500.00%56CommonSOLE
615369105MCOMOODYS CORP COM$14,3720.00%30CommonSOLE
79589L106IOTSAMSARA INC COM CL A$14,1620.00%324CommonSOLE
65290E101NXTNEXTRACKER INC CLASS A COM$14,0640.00%385CommonSOLE
25243Q205DEODIAGEO PLC SPON ADR NEW$13,9580.00%110CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO CL B$13,8540.00%242CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TRUST ETF$13,3980.00%320CommonSOLE
759530108RELXRELX PLC SPONSORED ADR$13,3830.00%295CommonSOLE
58933Y105MRKMERCK & CO INC COM$13,2320.00%133CommonSOLE
244199105DEDEERE & CO COM$12,9900.00%31CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$12,9520.00%20CommonSOLE
74340W103PLDPROLOGIS INC. COM$12,8340.00%121CommonSOLE
863667101SYKSTRYKER CORPORATION COM$12,7930.00%36CommonSOLE
89834G737APIEACTIVEPASSIVE INTERNATIONAL EQUITY ETF$12,5310.00%447CommonSOLE
G8473T100STESTERIS PLC SHS USD$11,9140.00%58CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$11,8580.00%10CommonSOLE
063671101BMOBANK MONTREAL QUE COM$11,8200.00%122CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$11,5540.00%88CommonSOLE
136375102CNICANADIAN NATL RY CO COM$11,4740.00%113CommonSOLE
75281A109RRCRANGE RES CORP COM$11,3520.00%315CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$10,8150.00%135CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD SHS$10,5520.00%34CommonSOLE
452308109ITWILLINOIS TOOL WKS INC COM$10,4900.00%41CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$10,4470.00%20CommonSOLE
570535104MKLMARKEL GROUP INC COM$10,3570.00%6CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$10,2880.00%1,058CommonSOLE
690742101OCOWENS CORNING NEW COM$10,1520.00%60CommonSOLE
088606108BHPBHP GROUP LTD SPONSORED ADS$10,0040.00%205CommonSOLE
98978V103ZTSZOETIS INC CL A$9,9090.00%61CommonSOLE
12572Q105CMECME GROUP INC COM$9,9030.00%43CommonSOLE
013872106AAALCOA CORP COM$9,8130.00%260CommonSOLE
482480100KLACKLA CORP COM NEW$9,5810.00%15CommonSOLE
867224107SUSUNCOR ENERGY INC NEW COM$9,4790.00%266CommonSOLE
878742204TECKTECK RESOURCES LTD CL B$9,4670.00%234CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR FUND$9,2510.00%108CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP COM SER C$8,5970.00%115CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL COM$8,5660.00%7CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS INC COM$8,5030.00%229CommonSOLE
852234103XYZBLOCK INC CL A$8,4990.00%100CommonSOLE
056752108BIDUBAIDU INC SPON ADR REP A$8,4310.00%100CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC. COM$8,3030.00%145CommonSOLE
03076C106AMPAMERIPRISE FINL INC COM$7,8270.00%15CommonSOLE
H1467J104CBCHUBB LIMITED COM$7,8160.00%28CommonSOLE
457730109INSPINSPIRE MED SYS INC COM$7,7860.00%42CommonSOLE
464287101OEFISHARES S&P 100 ETF$7,2620.00%25CommonSOLE
075887109BDXBECTON DICKINSON & CO COM$7,2280.00%32CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC COM$6,8980.00%46CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$6,8230.00%31CommonSOLE
98980G102ZSZSCALER INC COM$6,5350.00%36CommonSOLE
31428X106FDXFEDEX CORP COM$6,3080.00%22CommonSOLE
91912E105VALEVALE S A SPONSORED ADS$6,1390.00%692CommonSOLE
15135U109CVECENOVUS ENERGY INC COM$6,1350.00%405CommonSOLE
20825C104COPCONOCOPHILLIPS COM$6,0890.00%61CommonSOLE
345370860FFORD MTR CO COM$5,4960.00%555CommonSOLE
50155Q100KDKYNDRYL HLDGS INC COMMON STOCK$5,3280.00%154CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TRUST ETF$5,3220.00%169CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$5,2730.00%21CommonSOLE
33737J117FEPFIRST TRUST EUROPE ALPHADEX FUND$4,8930.00%137CommonSOLE
55024U109LITELUMENTUM HLDGS INC COM$4,1980.00%50CommonSOLE
871607107SNPSSYNOPSYS INC COM$4,1850.00%9CommonSOLE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$3,4800.00%31CommonSOLE
31609A107FELVFIDELITY ENHANCED LARGE CAP VALUE ETF$3,4620.00%114CommonSOLE
418056107HASHASBRO INC COM$3,0830.00%55CommonSOLE
808524201SCHXSCHWAB U.S. LARGE-CAP ETF$3,0690.00%132CommonSOLE
46137V332RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF$2,9500.00%101CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$2,8490.00%4CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B COM$2,6410.00%253CommonSOLE
6541103038NI0NIKOLA CORP COM NEW$2,4090.00%2,024CommonSOLE
90138F102TWLOTWILIO INC CL A$2,3780.00%22CommonSOLE
988498101YUMYUM BRANDS INC COM$2,1960.00%16CommonSOLE
464285204IAUISHARES GOLD TRUST$1,6340.00%33CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$1,4570.00%62CommonSOLE
009066101ABNBAIRBNB INC COM CL A$1,3140.00%10CommonSOLE
336433107FSLRFIRST SOLAR INC COM$7050.00%4CommonSOLE
68622V106OGNORGANON & CO COMMON STOCK$6780.00%45CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC COM$6760.00%14CommonSOLE
278768106SATSECHOSTAR CORP CL A$4740.00%21CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC COM STK CL A$2380.00%30CommonSOLE
89147L886TYGTORTOISE ENERGY INFRA CORP COM$2250.00%5CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$1830.00%1CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$1500.00%2CommonSOLE
00444T209TLPHTALPHERA INC COM NEW$720.00%137CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$420.00%1CommonSOLE
82655M206SIFYSIFY TECHNOLOGIES LTD SPONSORED ADR$60.00%2CommonSOLE
676118201OMEXODYSSEY MARINE EXPL INC COM NEW$60.00%9CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$00CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION COM$00CommonSOLE
74347G390SRTYUSDPROSHARES ULTRAPRO SHORT RUSSELL2000$00CommonSOLE

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.