MondegarAI
Covenant Partners, LLC

Q4 2024 · 13F-HR

Covenant Partners, LLCholdings as filed

Filed 2025-02-14 · accession 0001398344-25-002752

$324.5M
Reported value
154
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287614IWFISHARES TR$63.2M19.5%157,443CommonNONE
464288877EFVISHARES TR$28.7M8.85%546,981CommonNONE
464287598IWDISHARES TR$28.5M8.78%153,886CommonNONE
464288885EFGISHARES TR$24.4M7.52%251,846CommonNONE
464287473IWSISHARES TR$23.2M7.15%179,261CommonNONE
464287648IWOISHARES TR$15.6M4.79%54,032CommonNONE
464287630IWNISHARES TR$14.9M4.61%91,042CommonNONE
464287879IJSISHARES TR$10.7M3.31%98,842CommonNONE
464288273SCZISHARES TR$8.0M2.47%131,774CommonNONE
594918104MSFTMICROSOFT CORP$5.3M1.63%12,537CommonNONE
67066G104NVDANVIDIA CORPORATION$5.2M1.61%38,850CommonNONE
037833100AAPLAPPLE INC$4.0M1.23%15,995CommonNONE
023135106AMZNAMAZON COM INC$3.2M0.97%14,409CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.2M0.68%6,246CommonNONE
464288513HYGISHARES TR$2.2M0.67%27,564CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.1M0.64%3,882CommonNONE
N3167Y103RACEFERRARI N V$2.0M0.62%4,764CommonNONE
30303M102METAMETA PLATFORMS INC$2.0M0.60%3,350CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.57%7,713CommonNONE
833034101SNASNAP ON INC$1.8M0.55%5,254CommonNONE
N07059210ASMLASML HOLDING N V$1.8M0.55%2,566CommonNONE
437076102HDHOME DEPOT INC$1.7M0.53%4,397CommonNONE
92826C839VVISA INC$1.6M0.51%5,192CommonNONE
00287Y109ABBVABBVIE INC$1.6M0.50%9,178CommonNONE
704326107PAYXPAYCHEX INC$1.5M0.47%10,822CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.5M0.46%5,288CommonNONE
670100205NVONOVO-NORDISK A S$1.5M0.46%17,396CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.5M0.46%20,591CommonNONE
803054204SAPSAP SE$1.4M0.44%5,763CommonNONE
254709108DFSEURDISCOVER FINL SVCS$1.4M0.44%8,180CommonNONE
46571Y107IIIVI3 VERTICALS INC$1.4M0.43%60,869CommonNONE
384802104GWWGRAINGER W W INC$1.4M0.42%1,302CommonNONE
06738E204BCSBARCLAYS PLC$1.4M0.42%102,166CommonNONE
09290D101BLKBLACKROCK INC$1.3M0.40%1,264CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.2M0.36%6,494CommonNONE
64110L106NFLXNETFLIX INC$1.1M0.35%1,284CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.34%2,178CommonNONE
G8473T100STESTERIS PLC$1.0M0.32%4,999CommonNONE
166764100CVXCHEVRON CORP NEW$1.0M0.32%7,089CommonNONE
78468R622JNKSPDR SER TR$978,0910.30%10,245CommonNONE
002824100ABTABBOTT LABS$935,0810.29%8,267CommonNONE
G0403H108AONAON PLC$881,3790.27%2,454CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$877,3890.27%34,652CommonNONE
759530108RELXRELX PLC$867,5220.27%19,100CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$811,2030.25%8,784CommonNONE
78409V104SPGIS&P GLOBAL INC$801,8290.25%1,610CommonNONE
754730109RJFRAYMOND JAMES FINL INC$791,0960.24%5,093CommonNONE
98978V103ZTSZOETIS INC$787,6040.24%4,834CommonNONE
456837103INGING GROEP N.V.$769,8830.24%49,131CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$766,8330.24%4,418CommonNONE
66987V109NVSNOVARTIS AG$733,9130.23%7,542CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$728,6570.22%1,396CommonNONE
29084Q100EMEEMCOR GROUP INC$718,0700.22%1,582CommonNONE
G29183103ETNEATON CORP PLC$714,8480.22%2,154CommonNONE
87612G101TRGPTARGA RES CORP$714,0000.22%4,000CommonNONE
743315103PGRPROGRESSIVE CORP$709,9650.22%2,963CommonNONE
79466L302CRMSALESFORCE INC$699,7530.22%2,093CommonNONE
243537107DECKDECKERS OUTDOOR CORP$695,7870.21%3,426CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$691,3860.21%1,329CommonNONE
58733R102MELIMERCADOLIBRE INC$678,4760.21%399CommonNONE
046353108AZNNASTRAZENECA PLC$677,4770.21%10,340CommonNONE
65339F101NEENEXTERA ENERGY INC$655,7490.20%9,147CommonNONE
871607107SNPSSYNOPSYS INC$640,6760.20%1,320CommonNONE
G54950103LINLINDE PLC$627,5870.19%1,499CommonNONE
761152107RMDRESMED INC$607,1720.19%2,655CommonNONE
29444U700EQIXEQUINIX INC$601,5640.19%638CommonNONE
217204106CPRTCOPART INC$600,6440.19%10,466CommonNONE
742718109PGPROCTER AND GAMBLE CO$598,6790.18%3,571CommonNONE
45104G104IBNICICI BANK LIMITED$579,4940.18%19,407CommonNONE
00724F101ADBEADOBE INC$572,7480.18%1,288CommonNONE
126408103CSXCSX CORP$546,1700.17%16,925CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$539,9270.17%37,262CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$525,5120.16%2,278CommonNONE
Y2573F102FLEXFLEX LTD$524,3700.16%13,659CommonNONE
464287200IVVISHARES TR$515,0950.16%875CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$514,0280.16%561CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$506,6040.16%414CommonNONE
224408104CRCRANE COMPANY$499,4100.15%3,291CommonNONE
23331A109DHID R HORTON INC$492,8660.15%3,525CommonNONE
872540109TJXTJX COS INC NEW$487,3480.15%4,034CommonNONE
88160R101TSLATESLA INC$478,5510.15%1,185CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$464,4520.14%10,655CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$458,1180.14%1,024CommonNONE
81141R100SESEA LTD$450,7130.14%4,248CommonNONE
303075105FDSFACTSET RESH SYS INC$429,3710.13%894CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$420,1070.13%710CommonNONE
78709Y105SAIASAIA INC$419,7280.13%921CommonNONE
860630102SFSTIFEL FINL CORP$410,7420.13%3,872CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$406,9660.13%1,905CommonNONE
M7S64H106MNDYMONDAY COM LTD$388,4760.12%1,650CommonNONE
237194105DRIDARDEN RESTAURANTS INC$384,0220.12%2,057CommonNONE
532457108LLYELI LILLY & CO$382,9120.12%496CommonNONE
78463M107SPSCSPS COMM INC$379,9400.12%2,065CommonNONE
G4705A100ICLRICON PLC$378,3170.12%1,804CommonNONE
90384S303ULTAULTA BEAUTY INC$374,9100.12%862CommonNONE
12504L109CBRECBRE GROUP INC$370,8950.11%2,825CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$367,1700.11%1,989CommonNONE
038222105AMATAPPLIED MATLS INC$352,4200.11%2,167CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$349,9330.11%772CommonNONE
231021106CMICUMMINS INC$346,5090.11%994CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$339,5110.10%2,638CommonNONE
539830109LMTLOCKHEED MARTIN CORP$331,8980.10%683CommonNONE
055622104BPBP PLC$327,5250.10%11,080CommonNONE
639057207NWGNATWEST GROUP PLC$327,0680.10%32,160CommonNONE
09260D107BXBLACKSTONE INC$325,8740.10%1,890CommonNONE
049468101TEAMATLASSIAN CORPORATION$323,2090.10%1,328CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$319,3170.10%1,991CommonNONE
37733W204GSKGSK PLC$318,3820.10%9,414CommonNONE
682189105ONON SEMICONDUCTOR CORP$316,5110.10%5,020CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$315,3170.10%1,963CommonNONE
74758T303QLYSQUALYS INC$312,4110.10%2,228CommonNONE
14316J108CGCARLYLE GROUP INC$309,4540.10%6,129CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$300,4190.09%1,632CommonNONE
H42097107UBSUBS GROUP AG$300,4110.09%9,908CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$298,4180.09%5,960CommonNONE
147528103CASYCASEYS GEN STORES INC$297,5690.09%751CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$296,7490.09%2,834CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$294,3620.09%4,880CommonNONE
73278L105POOLPOOL CORP$292,1860.09%857CommonNONE
00653Q102AHCOADAPTHEALTH CORP$288,1800.09%30,271CommonNONE
855244109SBUXSTARBUCKS CORP$276,6700.09%3,032CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$275,9670.09%1,852CommonNONE
682680103OKEONEOK INC NEW$273,8920.08%2,728CommonNONE
464287622IWBISHARES TR$270,2930.08%839CommonNONE
361448103GATXGATX CORP$268,0810.08%1,730CommonNONE
504922105LHLABCORP HOLDINGS INC$262,5720.08%1,145CommonNONE
680033107ONBOLD NATL BANCORP IND$262,5220.08%12,095CommonNONE
912008109USFDUS FOODS HLDG CORP$252,9750.08%3,750CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$244,6910.08%1,239CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$243,9830.08%3,226CommonNONE
115236101BROBROWN & BROWN INC$243,1140.07%2,383CommonNONE
29358P101ENSGENSIGN GROUP INC$237,2880.07%1,786CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$236,9930.07%3,477CommonNONE
574599106MASMASCO CORP$234,9820.07%3,238CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$229,1240.07%2,003CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$225,1040.07%485CommonNONE
42809H107HESHESS CORP$223,4570.07%1,680CommonNONE
407497106HLNEHAMILTON LANE INC$223,2600.07%1,508CommonNONE
89151E109TTENTOTALENERGIES SE$222,4150.07%4,081CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$218,1240.07%4,150CommonNONE
70975L107PENPENUMBRA INC$215,6320.07%908CommonNONE
30257X104FBKFB FINL CORP$211,3460.07%4,103CommonNONE
78468R408SJNKSPDR SER TR$210,0050.06%8,317CommonNONE
929042109VNOVORNADO RLTY TR$207,6360.06%4,939CommonNONE
G3323L100FNFABRINET$204,4890.06%930CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$202,0730.06%1,870CommonNONE
G6683N103NUNU HLDGS LTD$188,6560.06%18,210CommonNONE
464287309IVWISHARES TR$175,9520.05%1,733CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$164,2200.05%16,895CommonNONE
464287499IWRISHARES TR$155,4080.05%1,758CommonNONE
464287408IVEISHARES TR$146,7870.05%769CommonNONE
464287234EEMISHARES TR$40,9420.01%979CommonNONE
464288521USRTISHARES TR$22,9240.01%400CommonNONE
464287655IWMISHARES TR$19,6660.01%89CommonNONE

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.