MondegarAI
Covenant Partners, LLC

Q1 2025 · 13F-HR

Covenant Partners, LLCholdings as filed

Filed 2025-05-13 · accession 0001398344-25-009246

$309.0M
Reported value
144
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287614IWFISHARES TR$77.7M25.1%215,103CommonNONE
464287598IWDISHARES TR$51.5M16.7%273,773CommonNONE
464288877EFVISHARES TR$22.5M7.29%382,150CommonNONE
464287473IWSISHARES TR$22.2M7.18%176,163CommonNONE
464288885EFGISHARES TR$20.9M6.75%208,608CommonNONE
464287630IWNISHARES TR$9.3M3.00%61,441CommonNONE
464287648IWOISHARES TR$7.8M2.52%30,446CommonNONE
594918104MSFTMICROSOFT CORP$5.6M1.80%14,826CommonNONE
037833100AAPLAPPLE INC$3.7M1.21%16,784CommonNONE
67066G104NVDANVIDIA CORPORATION$3.2M1.04%29,674CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.63%6,222CommonNONE
464288513HYGISHARES TR$1.9M0.63%24,505CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.9M0.61%3,882CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.59%7,451CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.8M0.59%5,288CommonNONE
464287507IJHISHARES TR$1.8M0.58%30,877CommonNONE
92826C839VVISA INC$1.8M0.58%5,122CommonNONE
833034101SNASNAP ON INC$1.8M0.57%5,254CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.56%9,107CommonNONE
N3167Y103RACEFERRARI N V$1.7M0.56%4,025CommonNONE
704326107PAYXPAYCHEX INC$1.7M0.54%10,822CommonNONE
30303M102METAMETA PLATFORMS INC$1.6M0.53%2,838CommonNONE
437076102HDHOME DEPOT INC$1.6M0.52%4,368CommonNONE
N07059210ASMLASML HOLDING N V$1.6M0.52%2,407CommonNONE
803054204SAPSAP SE$1.5M0.50%5,763CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.4M0.47%20,591CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.43%6,351CommonNONE
384802104GWWGRAINGER W W INC$1.3M0.42%1,302CommonNONE
166764100CVXCHEVRON CORP NEW$1.2M0.40%7,439CommonNONE
09290D101BLKBLACKROCK INC$1.2M0.39%1,264CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.38%1,269CommonNONE
06738E204BCSBARCLAYS PLC$1.2M0.38%76,357CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.37%2,178CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.36%6,494CommonNONE
002824100ABTABBOTT LABS$1.1M0.35%8,267CommonNONE
G8473T100STESTERIS PLC$1.0M0.34%4,598CommonNONE
G0403H108AONAON PLC$979,3670.32%2,454CommonNONE
759530108RELXRELX PLC$962,8310.31%19,100CommonNONE
456837103INGING GROEP N.V.$962,4770.31%49,131CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$880,1610.28%34,652CommonNONE
78468R622JNKSPDR SER TR$872,4720.28%9,155CommonNONE
81141R100SESEA LTD$849,6210.27%6,511CommonNONE
66987V109NVSNOVARTIS AG$840,7830.27%7,542CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$840,4120.27%1,578CommonNONE
254709108DFSEURDISCOVER FINL SVCS$815,0930.26%4,775CommonNONE
78409V104SPGIS&P GLOBAL INC$803,3070.26%1,581CommonNONE
98978V103ZTSZOETIS INC$795,9190.26%4,834CommonNONE
670100205NVONOVO-NORDISK A S$769,7430.25%11,085CommonNONE
046353108AZNNASTRAZENECA PLC$759,9900.25%10,340CommonNONE
743315103PGRPROGRESSIVE CORP$757,9010.25%2,678CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$714,8100.23%7,432CommonNONE
754730109RJFRAYMOND JAMES FINL INC$707,4690.23%5,093CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$691,3970.22%1,396CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$661,3110.21%1,329CommonNONE
65339F101NEENEXTERA ENERGY INC$648,4310.21%9,147CommonNONE
742718109PGPROCTER AND GAMBLE CO$608,5700.20%3,571CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$608,0730.20%3,795CommonNONE
41456U106OAKMHARRIS OAKMARK ETF TRUST$597,6070.19%24,442CommonNONE
217204106CPRTCOPART INC$592,2710.19%10,466CommonNONE
03938L203MTARCELORMITTAL SA LUXEMBOURG$589,9250.19%20,448CommonNONE
G29183103ETNEATON CORP PLC$585,5220.19%2,154CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$576,0710.19%37,262CommonNONE
871607107SNPSSYNOPSYS INC$566,0820.18%1,320CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$563,7810.18%1,025CommonNONE
79466L302CRMSALESFORCE INC$536,9890.17%2,001CommonNONE
29444U700EQIXEQUINIX INC$520,1940.17%638CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$515,8240.17%4,433CommonNONE
464287200IVVISHARES TR$491,6630.16%875CommonNONE
872540109TJXTJX COS INC NEW$491,3420.16%4,034CommonNONE
58733R102MELIMERCADOLIBRE INC$489,6690.16%251CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$488,6010.16%3,201CommonNONE
45104G104IBNICICI BANK LIMITED$488,5600.16%15,500CommonNONE
126408103CSXCSX CORP$467,4960.15%15,885CommonNONE
G54950103LINLINDE PLC$455,8620.15%979CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$451,4530.15%10,655CommonNONE
031162100AMGNAMGEN INC$440,8440.14%1,415CommonNONE
718172109PMPHILIP MORRIS INTL INC$412,3810.13%2,598CommonNONE
Y2573F102FLEXFLEX LTD$411,3170.13%12,434CommonNONE
237194105DRIDARDEN RESTAURANTS INC$410,3260.13%1,975CommonNONE
532457108LLYELI LILLY & CO$409,6520.13%496CommonNONE
M7S64H106MNDYMONDAY COM LTD$401,2140.13%1,650CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$397,2280.13%420CommonNONE
11135F101AVGOBROADCOM INC$383,4150.12%2,290CommonNONE
639057207NWGNATWEST GROUP PLC$383,3480.12%32,160CommonNONE
70975L107PENPENUMBRA INC$377,8510.12%1,413CommonNONE
055622104BPBP PLC$374,3940.12%11,080CommonNONE
761152107RMDRESMED INC$372,7110.12%1,665CommonNONE
12504L109CBRECBRE GROUP INC$369,4540.12%2,825CommonNONE
860630102SFSTIFEL FINL CORP$364,9750.12%3,872CommonNONE
37733W204GSKGSK PLC$364,6990.12%9,414CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$355,5570.12%4,880CommonNONE
23331A109DHID R HORTON INC$339,4380.11%2,670CommonNONE
147528103CASYCASEYS GEN STORES INC$338,5520.11%780CommonNONE
00653Q102AHCOADAPTHEALTH CORP$328,1380.11%30,271CommonNONE
74435K204PUKPRUDENTIAL PLC$327,8750.11%15,250CommonNONE
718546104PSXPHILLIPS 66$321,2950.10%2,602CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$319,4700.10%1,852CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$317,6650.10%269CommonNONE
G4705A100ICLRICON PLC$315,6820.10%1,804CommonNONE
038222105AMATAPPLIED MATLS INC$314,4760.10%2,167CommonNONE
29084Q100EMEEMCOR GROUP INC$311,2290.10%842CommonNONE
224408104CRCRANE COMPANY$308,5050.10%2,014CommonNONE
88160R101TSLATESLA INC$307,6230.10%1,187CommonNONE
231021106CMICUMMINS INC$307,1720.10%980CommonNONE
H42097107UBSUBS GROUP AG$303,4830.10%9,908CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$303,2890.10%4,753CommonNONE
855244109SBUXSTARBUCKS CORP$297,4090.10%3,032CommonNONE
115236101BROBROWN & BROWN INC$296,4460.10%2,383CommonNONE
74340W103PLDPROLOGIS INC.$291,1020.09%2,604CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$289,2600.09%1,408CommonNONE
049468101TEAMATLASSIAN CORPORATION$281,8150.09%1,328CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$281,7640.09%1,431CommonNONE
361448103GATXGATX CORP$268,6180.09%1,730CommonNONE
504922105LHLABCORP HOLDINGS INC$266,4880.09%1,145CommonNONE
42809H107HESHESS CORP$265,6310.09%1,663CommonNONE
243537107DECKDECKERS OUTDOOR CORP$264,6550.09%2,367CommonNONE
89151E109TTENTOTALENERGIES SE$264,0000.09%4,081CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$263,3110.09%454CommonNONE
464287622IWBISHARES TR$257,3550.08%839CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$251,7660.08%2,983CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$249,3530.08%501CommonNONE
912008109USFDUS FOODS HLDG CORP$245,4750.08%3,750CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$242,8580.08%4,150CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$239,9320.08%1,602CommonNONE
78709Y105SAIASAIA INC$233,0700.08%667CommonNONE
682680103OKEONEOK INC NEW$232,3740.08%2,342CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$230,1100.07%16,895CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$229,5580.07%3,729CommonNONE
680033107ONBOLD NATL BANCORP IND$228,1320.07%10,766CommonNONE
574599106MASMASCO CORP$225,1710.07%3,238CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$220,1410.07%2,105CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$217,6130.07%1,050CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$212,3990.07%2,003CommonNONE
929042109VNOVORNADO RLTY TR$211,2130.07%5,710CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$205,6740.07%1,239CommonNONE
682189105ONON SEMICONDUCTOR CORP$204,2640.07%5,020CommonNONE
78468R408SJNKSPDR SER TR$186,8390.06%7,426CommonNONE
464287309IVWISHARES TR$160,8750.05%1,733CommonNONE
464287408IVEISHARES TR$146,5570.05%769CommonNONE
464287499IWRISHARES TR$128,2860.04%1,508CommonNONE
464288521USRTISHARES TR$29,0880.01%505CommonNONE
464288273SCZISHARES TR$28,4620.01%448CommonNONE
464287234EEMISHARES TR$22,5500.01%516CommonNONE
464287655IWMISHARES TR$17,7550.01%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.