MondegarAI
one8zero8, LLC

Q4 2024 · 13F-HR

one8zero8, LLCholdings as filed

Filed 2025-02-10 · accession 0001398344-25-002293

$463.7M
Reported value
261
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$33.5M7.23%133,856CommonNONE
34959E109FTNTFORTINET INC$22.0M4.75%233,115CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$20.4M4.41%45,092CommonNONE
88162G103TTEKTETRA TECH INC NEW$18.0M3.88%451,300CommonNONE
594918104MSFTMICROSOFT CORP$17.5M3.77%41,446CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$13.8M2.98%57,739CommonNONE
G29183103ETNEATON CORP PLC$12.8M2.77%38,643CommonNONE
09260D107BXBLACKSTONE INC$12.1M2.61%70,275CommonNONE
023135106AMZNAMAZON COM INC$10.4M2.25%47,495CommonNONE
478160104JNJJOHNSON & JOHNSON$9.9M2.14%68,663CommonNONE
04010L103ARCCARES CAPITAL CORP$8.4M1.82%385,064CommonNONE
G87264100TGLSTECNOGLASS INC$8.0M1.73%101,124CommonNONE
713448108PEPPEPSICO INC$7.6M1.64%49,990CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$7.0M1.51%65,165CommonNONE
14174T107CTRECARETRUST REIT INC$6.6M1.42%243,400CommonNONE
02079K107GOOGALPHABET INC$5.7M1.24%30,163CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$5.6M1.20%125,300CommonNONE
548661107LOWLOWES COS INC$5.4M1.16%21,789CommonNONE
040413205ANETARISTA NETWORKS INC$4.9M1.05%44,000CommonNONE
30231G102XOMEXXON MOBIL CORP$4.7M1.00%43,258CommonNONE
780087102RYROYAL BK CDA$4.4M0.94%36,335CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.3M0.92%8,473CommonNONE
235851102DHRDANAHER CORPORATION$4.2M0.91%18,285CommonNONE
91913Y100VLOVALERO ENERGY CORP$3.9M0.85%32,050CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.9M0.84%4,264CommonNONE
75513E101RTXRTX CORPORATION$3.9M0.84%33,622CommonNONE
14316J108CGCARLYLE GROUP INC$3.9M0.83%76,658CommonNONE
131428104CLMTCALUMET INC$3.8M0.83%174,805CommonNONE
278865100ECLECOLAB INC$3.7M0.80%15,906CommonNONE
67066G104NVDANVIDIA CORPORATION$3.6M0.77%26,478CommonNONE
714046109RVTYREVVITY INC$3.5M0.76%31,456CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.5M0.75%45,935CommonNONE
863667101SYKSTRYKER CORPORATION$3.4M0.74%9,515CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.4M0.73%6,546CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.4M0.73%5CommonNONE
92852X103VTSVITESSE ENERGY INC$3.3M0.72%133,206CommonNONE
514952100LBLANDBRIDGE COMPANY LLC$3.2M0.69%49,354CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.1M0.68%26,031CommonNONE
682189105ONON SEMICONDUCTOR CORP$3.0M0.65%47,925CommonNONE
693718108PCARPACCAR INC$2.9M0.62%27,702CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.9M0.62%5,021CommonNONE
060505104BACBANK AMERICA CORP$2.8M0.61%63,940CommonNONE
92276F100VTRVENTAS INC$2.8M0.60%47,543CommonNONE
53803X105LOBLIVE OAK BANCSHARES INC$2.7M0.58%68,001CommonNONE
63947X101NCNONCINO INC$2.7M0.57%78,985CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$2.6M0.56%59,505CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.4M0.51%14,207CommonNONE
747525103QCOMQUALCOMM INC$2.3M0.50%15,120CommonNONE
G85158106STNESTONECO LTD$2.3M0.50%288,950CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.2M0.48%81,402CommonNONE
00751Y106AAPADVANCE AUTO PARTS INC$2.2M0.47%46,267CommonNONE
512807306LRCXLAM RESEARCH CORP$2.1M0.46%29,567CommonNONE
00287Y109ABBVABBVIE INC$2.1M0.45%11,649CommonNONE
97650W108WTFCWINTRUST FINL CORP$2.0M0.44%16,375CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.0M0.43%35,376CommonNONE
806857108SLBSCHLUMBERGER LTD$2.0M0.43%51,609CommonNONE
032654105ADIANALOG DEVICES INC$2.0M0.42%9,218CommonNONE
166764100CVXCHEVRON CORP NEW$2.0M0.42%13,466CommonNONE
17275R102CSCOCISCO SYS INC$1.9M0.41%32,067CommonNONE
03743Q108APAAPA CORPORATION$1.9M0.41%81,534CommonNONE
00191U102EFORASGN INC$1.9M0.40%22,292CommonNONE
68389X105ORCLORACLE CORP$1.8M0.40%11,026CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.8M0.39%17,175CommonNONE
89832Q109TFCTRUIST FINL CORP$1.8M0.38%41,153CommonNONE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$1.7M0.38%43,940CommonNONE
45828L108IASINTEGRAL AD SCIENCE HLDNG CO$1.7M0.37%163,050CommonNONE
609207105MDLZMONDELEZ INTL INC$1.7M0.36%28,305CommonNONE
02209S103MOALTRIA GROUP INC$1.7M0.36%32,169CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.7M0.36%7,607CommonNONE
717081103PFEPFIZER INC$1.7M0.36%62,407CommonNONE
406216101HALHALLIBURTON CO$1.6M0.35%60,339CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.6M0.35%9,184CommonNONE
92826C839VVISA INC$1.6M0.34%5,003CommonNONE
29250N105ENBENBRIDGE INC$1.6M0.33%36,575CommonNONE
941848103WATWATERS CORP$1.5M0.33%4,150CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$1.5M0.33%8,868CommonNONE
097023105BABOEING CO$1.5M0.32%8,469CommonNONE
44980X109IPGPIPG PHOTONICS CORP$1.4M0.30%19,335CommonNONE
002824100ABTABBOTT LABS$1.4M0.30%12,425CommonNONE
74340W103PLDPROLOGIS INC.$1.4M0.30%13,093CommonNONE
88160R101TSLATESLA INC$1.3M0.29%3,338CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.28%2,700CommonNONE
670100205NVONOVO-NORDISK A S$1.3M0.28%15,081CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.3M0.28%21,180CommonNONE
443510607HUBBHUBBELL INC$1.3M0.27%3,000CommonNONE
219350105GLWCORNING INC$1.2M0.26%25,100CommonNONE
09256A109CIIBLACKROCK ENHANCD CAP & INM$1.2M0.26%59,084CommonNONE
437076102HDHOME DEPOT INC$1.2M0.25%2,980CommonNONE
988498101YUMYUM BRANDS INC$1.2M0.25%8,592CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$1.1M0.23%133,250CommonNONE
931142103WMTWALMART INC$1.1M0.23%11,988CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.1M0.23%4,867CommonNONE
11135F101AVGOBROADCOM INC$1.1M0.23%4,627CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.0M0.22%7,844CommonNONE
025816109AXPAMERICAN EXPRESS CO$985,3430.21%3,320CommonNONE
02079K305GOOGLALPHABET INC$979,6280.21%5,175CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$965,7160.21%3,299CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$923,5470.20%23,094CommonNONE
29273V100ETENERGY TRANSFER L P$917,4780.20%46,834CommonNONE
254687106DISDISNEY WALT CO$914,7400.20%8,215CommonNONE
191216100KOCOCA COLA CO$903,0830.19%14,505CommonNONE
58933Y105MRKMERCK & CO INC$889,6360.19%8,946CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$872,9860.19%11,520CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$868,0500.19%67,500CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$865,8930.19%1,873CommonNONE
30303M102METAMETA PLATFORMS INC$854,8450.18%1,460CommonNONE
12572Q105CMECME GROUP INC$851,5170.18%3,667CommonNONE
00162Q452AMLPALPS ETF TR$789,8240.17%16,400CommonNONE
30161N101EXCEXELON CORP$761,5700.16%20,233CommonNONE
369550108GDGENERAL DYNAMICS CORP$750,9470.16%2,850CommonNONE
25746U109DDOMINION ENERGY INC$741,1140.16%13,760CommonNONE
45687V106IRINGERSOLL RAND INC$736,2540.16%8,139CommonNONE
842587107SOSOUTHERN CO$734,8310.16%8,927CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$704,2390.15%3,148CommonNONE
150870103CECELANESE CORP DEL$700,7510.15%10,125CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$699,7770.15%5,311CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$683,9000.15%3,500CommonNONE
001055102AFLAFLAC INC$678,9800.15%6,564CommonNONE
42809H107HESHESS CORP$665,0500.14%5,000CommonNONE
149123101CATCATERPILLAR INC$662,9430.14%1,828CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$655,4970.14%77,850CommonNONE
464287200IVVISHARES TR$654,2780.14%1,111CommonNONE
48251W104KKRKKR & CO INC$653,1710.14%4,416CommonNONE
532457108LLYELI LILLY & CO$649,2520.14%841CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$622,7130.13%3,229CommonNONE
436440101HO1HOLOGIC INC$619,9740.13%8,600CommonNONE
56585A102MPCMARATHON PETE CORP$617,1040.13%4,424CommonNONE
253868103DLRDIGITAL RLTY TR INC$607,3550.13%3,425CommonNONE
892672106TWTRADEWEB MKTS INC$596,3460.13%4,550CommonNONE
79466L302CRMSALESFORCE INC$570,7010.12%1,707CommonNONE
754730109RJFRAYMOND JAMES FINL INC$564,9350.12%3,637CommonNONE
G54950103LINLINDE PLC$559,7620.12%1,337CommonNONE
009158106APDAIR PRODS & CHEMS INC$550,9410.12%1,900CommonNONE
427866108HSYHERSHEY CO$540,9040.12%3,194CommonNONE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$538,5000.12%50,000CommonNONE
64110L106NFLXNETFLIX INC$535,6830.12%601CommonNONE
00206R102TAT&T INC$534,2590.12%23,463CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$528,3450.11%99,500CommonNONE
949746101WMT2WELLS FARGO CO NEW$525,7460.11%7,485CommonNONE
31983A103FCBCFIRST CMNTY BANKSHARES INC V$511,3810.11%12,281CommonNONE
438516106HONHONEYWELL INTL INC$510,5110.11%2,260CommonNONE
244199105DEDEERE & CO$504,2030.11%1,190CommonNONE
77313F106RCKTROCKET PHARMACEUTICALS INC$499,0290.11%39,700CommonNONE
580135101MCDMCDONALDS CORP$496,2920.11%1,712CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$496,2920.11%2,513CommonNONE
65339F101NEENEXTERA ENERGY INC$494,3740.11%6,896CommonNONE
88339J105TTDTHE TRADE DESK INC$493,6260.11%4,200CommonNONE
50155Q100KDKYNDRYL HLDGS INC$492,0810.11%14,222CommonNONE
318910106FBNCFIRST BANCORP N C$486,8360.10%11,072CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$475,2380.10%12,480CommonNONE
047649108ATKRATKORE INC$461,0610.10%5,525CommonNONE
92647N873CSBVICTORY PORTFOLIOS II$451,7960.10%7,606CommonNONE
929160109VMCVULCAN MATLS CO$450,1530.10%1,750CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$447,8360.10%9,297CommonNONE
87162W100SNXTD SYNNEX CORPORATION$433,9360.09%3,700CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$430,7690.09%2,442CommonNONE
89151E109TTENTOTALENERGIES SE$425,1000.09%7,800CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$405,9040.09%4,401CommonNONE
410495204HAFCHANMI FINL CORP$403,9020.09%17,100CommonNONE
816851109SRESEMPRA$401,7580.09%4,580CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$393,8730.08%4,265CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$385,6720.08%14,200CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$384,2450.08%6,700CommonNONE
379577208GMEDGLOBUS MED INC$375,8340.08%4,544CommonNONE
969904101WSMWILLIAMS SONOMA INC$370,3600.08%2,000CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$369,7050.08%3,500CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$369,3500.08%1,000CommonNONE
98978V103ZTSZOETIS INC$368,2220.08%2,260CommonNONE
81762P102NOWSERVICENOW INC$365,7410.08%345CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$358,6190.08%4,562CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$339,5700.07%22,050CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$328,5030.07%700CommonNONE
78463V107GLDSPDR GOLD TR$323,2440.07%1,335CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$319,7840.07%5,110CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$317,5880.07%3,485CommonNONE
922908736VUGVANGUARD INDEX FDS$303,7260.07%740CommonNONE
020002101ALLALLSTATE CORP$302,6800.07%1,570CommonNONE
194162103CLCOLGATE PALMOLIVE CO$300,1850.06%3,302CommonNONE
464287465EFAISHARES TR$292,3080.06%3,866CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$284,7580.06%1,911CommonNONE
66987V109NVSNOVARTIS AG$278,6960.06%2,864CommonNONE
14149Y108CAHCARDINAL HEALTH INC$277,9350.06%2,350CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$276,8730.06%4,052CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$271,9410.06%464CommonNONE
26622P107DOCSDOXIMITY INC$266,9500.06%5,000CommonNONE
053332102AZOAUTOZONE INC$262,5640.06%82CommonNONE
882508104TXNTEXAS INSTRS INC$262,5140.06%1,400CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$261,9190.06%3,100CommonNONE
320517105FHNFIRST HORIZON CORPORATION$261,8200.06%13,000CommonNONE
87612E106TGTTARGET CORP$253,4630.05%1,875CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$250,0960.05%2,800CommonNONE
369604301GEGE AEROSPACE$240,1270.05%1,440CommonNONE
761152107RMDRESMED INC$240,1250.05%1,050CommonNONE
922908744VTVVANGUARD INDEX FDS$238,2050.05%1,407CommonNONE
277432100EMNEASTMAN CHEM CO$237,4320.05%2,600CommonNONE
458140100INTCINTEL CORP$236,9910.05%11,820CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$236,2150.05%2,065CommonNONE
91912E105VALEVALE S A$235,0550.05%26,500CommonNONE
00130H105AESAES CORP$234,8190.05%18,245CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$233,8380.05%1,800CommonNONE
03076C106AMPAMERIPRISE FINL INC$233,7370.05%439CommonNONE
500754106KHCKRAFT HEINZ CO$231,8610.05%7,550CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$229,9000.05%11,000CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$227,1160.05%2,661CommonNONE
067901108ABXBARRICK GOLD CORP$223,9750.05%14,450CommonNONE
090572207BIOBIO RAD LABS INC$221,4160.05%674CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$217,9190.05%2,544CommonNONE
94106L109WMWASTE MGMT INC DEL$217,1330.05%1,076CommonNONE
871829107SYYSYSCO CORP$216,4580.05%2,831CommonNONE
704326107PAYXPAYCHEX INC$215,9390.05%1,540CommonNONE
019330109ALNTALLIENT INC$214,3920.05%8,830CommonNONE
92204A405VFHVANGUARD WORLD FD$213,5890.05%1,809CommonNONE
038222105AMATAPPLIED MATLS INC$211,5820.05%1,301CommonNONE
110448107BTIBRITISH AMERN TOB PLC$210,0020.05%5,782CommonNONE
780259305SHELSHELL PLC$206,7450.04%3,300CommonNONE
172062101CINFCINCINNATI FINL CORP$205,4910.04%1,430CommonNONE
637417106NNNNNN REIT INC$204,2500.04%5,000CommonNONE
30226D106EXTREXTREME NETWORKS$200,8800.04%12,000CommonNONE
52110M109LAZLAZARD INC$200,7720.04%3,900CommonNONE
477143101JBLUJETBLUE AWYS CORP$196,5000.04%25,000CommonNONE
922908363VOOVANGUARD INDEX FDS$192,3550.04%357CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$191,5100.04%11,000CommonNONE
464287507IJHISHARES TR$185,6840.04%2,980CommonNONE
27826U108EVNEATON VANCE MUNI INCOME TRUS$181,9800.04%18,000CommonNONE
05988J103BANDBANDWIDTH INC$170,2000.04%10,000CommonNONE
922908751VBVANGUARD INDEX FDS$168,9170.04%703CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$162,9810.04%13,650CommonNONE
464287804IJRISHARES TR$161,6540.03%1,403CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$156,1480.03%696CommonNONE
922908769VTIVANGUARD INDEX FDS$149,2520.03%515CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$137,2880.03%13,125CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$136,0000.03%50,000CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$132,8570.03%1,579CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$132,2050.03%961CommonNONE
09250U101BGRBLACKROCK ENERGY & RES TR$131,1440.03%10,400CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$121,8240.03%10,800CommonNONE
922908637VVVANGUARD INDEX FDS$116,5100.03%432CommonNONE
464287887IJTISHARES TR$112,2220.02%829CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$106,9500.02%1,413CommonNONE
H8817H100RIGTRANSOCEAN LTD$105,0000.02%28,000CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$102,2200.02%12,040CommonNONE
464287226AGGISHARES TR$99,3230.02%1,025CommonNONE
464287689IWVISHARES TR$96,9330.02%290CommonNONE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$96,7150.02%11,500CommonNONE
00123Q104AGNCAGNC INVT CORP$96,7050.02%10,500CommonNONE
92204A884VOXVANGUARD WORLD FD$77,9450.02%503CommonNONE
62913M107NGLNGL ENERGY PARTNERS LP$57,6350.01%11,550CommonNONE
464287598IWDISHARES TR$49,8000.01%269CommonNONE
464287614IWFISHARES TR$47,3860.01%118CommonNONE
464287655IWMISHARES TR$36,4580.01%165CommonNONE
464287473IWSISHARES TR$19,6600.00%152CommonNONE
464287234EEMISHARES TR$15,3900.00%368CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$13,2910.00%275CommonNONE
464287648IWOISHARES TR$12,9520.00%45CommonNONE
464287481IWPISHARES TR$12,9290.00%102CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$12,1010.00%125CommonNONE
00162Q858SDOGALPS ETF TR$11,0200.00%195CommonNONE
464287630IWNISHARES TR$9,0290.00%55CommonNONE
464287176TIPISHARES TR$7,7780.00%73CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$4,7360.00%400CommonNONE
114082209ETERNA THERAPEUTICS INC$3,1970.00%10,873CommonNONE

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.