MondegarAI
one8zero8, LLC

Q4 2025 · 13F-HR

one8zero8, LLCholdings as filed

Filed 2026-02-17 · accession 0001398344-26-003258

$458.7M
Reported value
260
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · one8zero8, LLC · Q4 2025

AI · grounded in 13F

one8zero8, LLC established a new position in MIAX valued at $2.59M. The fund also opened a new position in LULU worth $1.44M. To offset these additions, the fund trimmed shares in LRCX by 6.77% and ETN by 4.02%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$32.8M7.15%120,678CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22.5M4.90%44,687CommonNONE
594918104MSFTMICROSOFT CORP$19.7M4.29%40,736CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$16.7M3.64%51,863CommonNONE
34959E109FTNTFORTINET INC$16.6M3.63%209,598CommonNONE
88162G103TTEKTETRA TECH INC NEW$15.4M3.37%460,446CommonNONE
478160104JNJJOHNSON & JOHNSON$12.4M2.70%59,872CommonNONE
G29183103ETNEATON CORP PLC$11.7M2.55%36,690CommonNONE
09260D107BXBLACKSTONE INC$10.4M2.27%67,572CommonNONE
023135106AMZNAMAZON COM INC$9.7M2.12%42,133CommonNONE
02079K107GOOGALPHABET INC$9.7M2.11%30,812CommonNONE
04010L103ARCCARES CAPITAL CORP$7.6M1.65%374,972CommonNONE
14174T107CTRECARETRUST REIT INC$7.4M1.62%205,950CommonNONE
780087102RYROYAL BK CDA$6.0M1.31%35,377CommonNONE
040413205ANETARISTA NETWORKS INC$5.5M1.20%41,950CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$5.1M1.11%43,425CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.0M1.08%27,977CommonNONE
75513E101RTXRTX CORPORATION$4.9M1.07%26,854CommonNONE
G87264100TGLSTECNOGLASS INC$4.8M1.06%96,376CommonNONE
G85158106STNESTONECO LTD$4.8M1.05%324,525CommonNONE
91913Y100VLOVALERO ENERGY CORP$4.8M1.04%29,341CommonNONE
512807306LRCXLAM RESEARCH CORP$4.7M1.03%27,540CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$4.7M1.02%110,300CommonNONE
67066G104NVDANVIDIA CORPORATION$4.6M1.01%24,891CommonNONE
713448108PEPPEPSICO INC$4.6M0.99%31,770CommonNONE
30231G102XOMEXXON MOBIL CORP$4.4M0.96%36,588CommonNONE
14316J108CGCARLYLE GROUP INC$4.4M0.95%73,830CommonNONE
278865100ECLECOLAB INC$4.2M0.91%15,846CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.1M0.90%25,812CommonNONE
235851102DHRDANAHER CORPORATION$4.0M0.88%17,533CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.9M0.86%4,550CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.8M0.82%5CommonNONE
131428104CLMTCALUMET INC$3.8M0.82%188,890CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.8M0.82%6,477CommonNONE
514952100LBLANDBRIDGE COMPANY LLC$3.6M0.78%72,903CommonNONE
863667101SYKSTRYKER CORPORATION$3.3M0.72%9,420CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.3M0.72%9,992CommonNONE
92276F100VTRVENTAS INC$3.2M0.70%41,225CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.2M0.69%3,621CommonNONE
02079K305GOOGLALPHABET INC$3.1M0.68%9,985CommonNONE
806857108SLBSLB LIMITED$3.1M0.67%79,781CommonNONE
060505104BACBANK AMERICA CORP$3.0M0.66%54,733CommonNONE
548661107LOWLOWES COS INC$2.9M0.62%11,887CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$2.8M0.62%53,875CommonNONE
693718108PCARPACCAR INC$2.8M0.61%25,663CommonNONE
53803X105LOBLIVE OAK BANCSHARES INC$2.6M0.57%75,935CommonNONE
59356Q108MIAXMIAMI INTL HLDGS INC$2.6M0.57%58,415CommonNONE
406216101HALHALLIBURTON CO$2.5M0.55%90,050CommonNONE
032654105ADIANALOG DEVICES INC$2.5M0.54%9,103CommonNONE
747525103QCOMQUALCOMM INC$2.5M0.54%14,425CommonNONE
17275R102CSCOCISCO SYS INC$2.4M0.53%31,427CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.4M0.53%87,802CommonNONE
166764100CVXCHEVRON CORP NEW$2.4M0.52%15,726CommonNONE
00287Y109ABBVABBVIE INC$2.2M0.49%9,825CommonNONE
78781J109SAILSAILPOINT INC$2.1M0.47%105,550CommonNONE
682189105ONON SEMICONDUCTOR CORP$2.1M0.46%39,300CommonNONE
48138M105JMIAJUMIA TECHNOLOGIES AG$2.1M0.46%167,800CommonNONE
714046109RVTYREVVITY INC$2.1M0.46%21,607CommonNONE
68389X105ORCLORACLE CORP$2.0M0.45%10,506CommonNONE
92852X103VTSVITESSE ENERGY INC$2.0M0.44%105,050CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$1.9M0.42%21,660CommonNONE
02209S103MOALTRIA GROUP INC$1.9M0.42%33,204CommonNONE
219350105GLWCORNING INC$1.9M0.41%21,500CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.9M0.41%13,025CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.8M0.40%33,830CommonNONE
97650W108WTFCWINTRUST FINL CORP$1.8M0.39%12,925CommonNONE
89832Q109TFCTRUIST FINL CORP$1.8M0.39%36,537CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.8M0.38%42,659CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.7M0.38%25,105CommonNONE
92826C839VVISA INC$1.7M0.36%4,720CommonNONE
941848103WATWATERS CORP$1.6M0.35%4,203CommonNONE
81730H109SSENTINELONE INC$1.6M0.35%105,725CommonNONE
002824100ABTABBOTT LABS$1.5M0.33%12,225CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.33%5,077CommonNONE
88160R101TSLATESLA INC$1.5M0.32%3,241CommonNONE
609207105MDLZMONDELEZ INTL INC$1.4M0.31%26,810CommonNONE
550021109LULULULULEMON ATHLETICA INC$1.4M0.31%6,940CommonNONE
11135F101AVGOBROADCOM INC$1.4M0.31%4,073CommonNONE
74340W103PLDPROLOGIS INC.$1.4M0.30%10,844CommonNONE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$1.4M0.30%59,084CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.30%2,850CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.4M0.30%16,425CommonNONE
443510607HUBBHUBBELL INC$1.3M0.29%3,000CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$1.3M0.29%139,150CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$1.3M0.28%6,942CommonNONE
29250N105ENBENBRIDGE INC$1.2M0.27%25,897CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.1M0.23%2,865CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.0M0.22%2,904CommonNONE
931142103WMTWALMART INC$1.0M0.22%9,158CommonNONE
369550108GDGENERAL DYNAMICS CORP$945,6780.21%2,809CommonNONE
437076102HDHOME DEPOT INC$922,1880.20%2,680CommonNONE
532457108LLYELI LILLY & CO$919,9260.20%856CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$905,6710.20%10,360CommonNONE
30161N101EXCEXELON CORP$878,6000.19%20,156CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$878,5000.19%3,500CommonNONE
191216100KOCOCA COLA CO$874,5290.19%12,509CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$832,7310.18%70,273CommonNONE
254687106DISDISNEY WALT CO$818,5750.18%7,195CommonNONE
00162Q452AMLPALPS ETF TR$818,1480.18%17,400CommonNONE
30303M102METAMETA PLATFORMS INC$807,9500.18%1,224CommonNONE
464287200IVVISHARES TR$784,7730.17%1,146CommonNONE
097023105BABOEING CO$753,1890.16%3,469CommonNONE
754730109RJFRAYMOND JAMES FINL INC$744,6560.16%4,637CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$740,8840.16%2,438CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$738,1530.16%5,145CommonNONE
29273V100ETENERGY TRANSFER L P$722,8230.16%43,834CommonNONE
58933Y105MRKMERCK & CO INC$717,7900.16%6,819CommonNONE
318910106FBNCFIRST BANCORP N C$714,6660.16%14,071CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$701,2090.15%2,726CommonNONE
45687V106IRINGERSOLL RAND INC$699,9090.15%8,835CommonNONE
842587107SOSOUTHERN CO$695,2370.15%7,973CommonNONE
21036P108STZCONSTELLATION BRANDS INC$671,4510.15%4,867CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$670,0490.15%16,451CommonNONE
949746101WMT2WELLS FARGO CO NEW$660,3220.14%7,085CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$652,4110.14%1,702CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$644,4780.14%69,900CommonNONE
12572Q105CMECME GROUP INC$641,7380.14%2,350CommonNONE
001055102AFLAFLAC INC$613,5420.13%5,564CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$600,9340.13%2,879CommonNONE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$585,5000.13%50,000CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$585,0600.13%99,500CommonNONE
427866108HSYHERSHEY CO$581,2440.13%3,194CommonNONE
410495204HAFCHANMI FINL CORP$576,4150.13%21,325CommonNONE
91912E105VALEVALE S A$566,8050.12%43,500CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$564,1790.12%21,550CommonNONE
87162W100SNXTD SYNNEX CORPORATION$563,3630.12%3,750CommonNONE
78463V107GLDSPDR GOLD TR$554,8340.12%1,400CommonNONE
G54950103LINLINDE PLC$554,3070.12%1,300CommonNONE
14149Y108CAHCARDINAL HEALTH INC$544,5750.12%2,650CommonNONE
26622P107DOCSDOXIMITY INC$535,7880.12%12,100CommonNONE
892672106TWTRADEWEB MKTS INC$532,3230.12%4,950CommonNONE
56585A102MPCMARATHON PETE CORP$513,2090.11%3,156CommonNONE
244199105DEDEERE & CO$506,5400.11%1,088CommonNONE
48251W104KKRKKR & CO INC$497,1720.11%3,900CommonNONE
767204100RIORIO TINTO PLC$496,1860.11%6,200CommonNONE
717081103PFEPFIZER INC$475,4900.10%19,096CommonNONE
697435105PANWPALO ALTO NETWORKS INC$472,4730.10%2,565CommonNONE
50155Q100KDKYNDRYL HLDGS INC$469,6340.10%17,682CommonNONE
149123101CATCATERPILLAR INC$468,8920.10%819CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$463,3440.10%2,955CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$450,5640.10%4,245CommonNONE
458140100INTCINTEL CORP$447,0070.10%12,114CommonNONE
92647N873CSBVICTORY PORTFOLIOS II$445,8020.10%7,606CommonNONE
F92124100TTETOTALENERGIES SE$444,8560.10%6,800CommonNONE
64110L106NFLXNETFLIX INC$441,6100.10%4,710CommonNONE
31983A103FCBCFIRST CMNTY BANKSHARES INC V$414,2380.09%12,281CommonNONE
595112103MUMICRON TECHNOLOGY INC$399,5740.09%1,400CommonNONE
922908363VOOVANGUARD INDEX FDS$399,4820.09%637CommonNONE
379577208GMEDGLOBUS MED INC$396,7370.09%4,544CommonNONE
66987V109NVSNOVARTIS AG$393,2050.09%2,852CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$392,2500.09%15,000CommonNONE
00206R102TAT&T INC$387,4670.08%15,599CommonNONE
009158106APDAIR PRODS & CHEMS INC$382,8810.08%1,550CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$369,8980.08%1,260CommonNONE
06849F108BBARRICK MNG CORP$363,6430.08%8,350CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$357,4220.08%23,300CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$350,5420.08%3,040CommonNONE
41151J885OSEAHARBOR ETF TRUST$347,8750.08%11,500CommonNONE
65339F101NEENEXTERA ENERGY INC$345,2040.08%4,300CommonNONE
438516106HONHONEYWELL INTL INC$341,4080.07%1,750CommonNONE
464287804IJRISHARES TR$338,6670.07%2,818CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$333,9960.07%1,950CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$333,7460.07%536CommonNONE
020002101ALLALLSTATE CORP$322,6330.07%1,550CommonNONE
320517105FHNFIRST HORIZON CORPORATION$310,7000.07%13,000CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$305,8560.07%4,800CommonNONE
038222105AMATAPPLIED MATLS INC$304,5330.07%1,185CommonNONE
03743Q108APAAPA CORPORATION$300,6200.07%12,290CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$289,9080.06%1,790CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$289,5030.06%5,700CommonNONE
79466L302CRMSALESFORCE INC$273,3870.06%1,032CommonNONE
G5960L103MDTMEDTRONIC PLC$271,2730.06%2,824CommonNONE
25746U109DDOMINION ENERGY INC$267,1120.06%4,559CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$266,9800.06%2,800CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$265,0000.06%50,000CommonNONE
81762P102NOWSERVICENOW INC$264,2530.06%1,725CommonNONE
580135101MCDMCDONALDS CORP$263,4530.06%862CommonNONE
651639106NEMNEWMONT CORP$261,6070.06%2,620CommonNONE
722304102PDDPDD HOLDINGS INC$260,7970.06%2,300CommonNONE
369604301GEGE AEROSPACE$258,4370.06%839CommonNONE
231021106CMICUMMINS INC$255,2250.06%500CommonNONE
053332102AZOAUTOZONE INC$254,3630.06%75CommonNONE
761152107RMDRESMED INC$252,9140.06%1,050CommonNONE
98978V103ZTSZOETIS INC$251,6400.05%2,000CommonNONE
172062101CINFCINCINNATI FINL CORP$249,7160.05%1,529CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$248,9300.05%3,100CommonNONE
773121108RKLBROCKET LAB CORP$248,6940.05%3,565CommonNONE
79589L106IOTSAMSARA INC$248,1500.05%7,000CommonNONE
882508104TXNTEXAS INSTRS INC$245,3150.05%1,414CommonNONE
172967424CCITIGROUP INC$242,8320.05%2,081CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$242,7840.05%2,700CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$238,5250.05%2,500CommonNONE
253868103DLRDIGITAL RLTY TR INC$235,9330.05%1,525CommonNONE
617446448MSMORGAN STANLEY$221,9130.05%1,250CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$221,6240.05%325CommonNONE
209115104EDCONSOLIDATED EDISON INC$218,5040.05%2,200CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$218,4600.05%11,000CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$217,4370.05%3,300CommonNONE
456837103INGING GROEP N.V.$217,2800.05%7,760CommonNONE
94106L109WMWASTE MGMT INC DEL$211,1490.05%961CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$210,5900.05%1,099CommonNONE
988498101YUMYUM BRANDS INC$210,5820.05%1,392CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$210,4300.05%11,000CommonNONE
780259305SHELSHELL PLC$209,4180.05%2,850CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$206,8160.05%2,300CommonNONE
090572207BIOBIO RAD LABS INC$204,2150.04%674CommonNONE
03076C106AMPAMERIPRISE FINL INC$203,0010.04%414CommonNONE
30226D106EXTREXTREME NETWORKS$199,8000.04%12,000CommonNONE
464287507IJHISHARES TR$196,6800.04%2,980CommonNONE
27826U108EVNEATON VANCE MUNI INCOME TRUS$193,6800.04%18,000CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$188,2500.04%12,500CommonNONE
454089103IFNINDIA FD INC$179,7520.04%13,111CommonNONE
922908751VBVANGUARD INDEX FDS$166,8940.04%647CommonNONE
922908769VTIVANGUARD INDEX FDS$157,5770.03%470CommonNONE
28852N109EFCELLINGTON FINANCIAL INC$149,3800.03%11,000CommonNONE
464288513HYGISHARES TR$147,3920.03%1,828CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$139,9080.03%13,350CommonNONE
477143101JBLUJETBLUE AWYS CORP$136,5000.03%30,000CommonNONE
464288851IEOISHARES TR$127,3740.03%1,427CommonNONE
00123Q104AGNCAGNC INVT CORP$123,2800.03%11,500CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$117,1400.03%2,620CommonNONE
464287887IJTISHARES TR$117,0220.03%829CommonNONE
464287689IWVISHARES TR$112,1870.02%290CommonNONE
H8817H100RIGTRANSOCEAN LTD$103,2500.02%25,000CommonNONE
922908744VTVVANGUARD INDEX FDS$96,2590.02%504CommonNONE
922908637VVVANGUARD INDEX FDS$94,4400.02%300CommonNONE
464287655IWMISHARES TR$89,8480.02%365CommonNONE
922908736VUGVANGUARD INDEX FDS$72,2030.02%148CommonNONE
922908629VOVANGUARD INDEX FDS$58,6240.01%202CommonNONE
464288208IMCBISHARES TR$49,6380.01%600CommonNONE
464287614IWFISHARES TR$47,3300.01%100CommonNONE
40049J206TVGRUPO TELEVISA S A B$43,6500.01%15,000CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$42,8800.01%277CommonNONE
464287598IWDISHARES TR$42,0680.01%200CommonNONE
464287226AGGISHARES TR$40,9510.01%410CommonNONE
651229106NWLNEWELL BRANDS INC$38,3160.01%10,300CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$34,4370.01%222CommonNONE
46137V779PKBINVESCO EXCHANGE TRADED FD T$31,0180.01%335CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$20,6620.00%484CommonNONE
464288430AIAISHARES TR$18,9170.00%194CommonNONE
464287465EFAISHARES TR$17,1890.00%179CommonNONE
464287242LQDISHARES TR$16,1980.00%147CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$15,9930.00%292CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$14,7150.00%125CommonNONE
464287648IWOISHARES TR$14,5350.00%45CommonNONE
464287481IWPISHARES TR$13,9680.00%102CommonNONE
00162Q858SDOGALPS ETF TR$11,7920.00%195CommonNONE
464287630IWNISHARES TR$9,9670.00%55CommonNONE
464287473IWSISHARES TR$9,1680.00%65CommonNONE
464287234EEMISHARES TR$6,5100.00%119CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$6,0470.00%42CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$4,5080.00%400CommonNONE
464287176TIPISHARES TR$3,4070.00%31CommonNONE
464288661IEIISHARES TR$3,3420.00%28CommonNONE
464288588MBBISHARES TR$3,3330.00%35CommonNONE
464288406IMCVISHARES TR$2,5520.00%31CommonNONE
464288703ISCVISHARES TR$2,5350.00%37CommonNONE
922908595VBKVANGUARD INDEX FDS$2,4170.00%8CommonNONE
464288307IMCGISHARES TR$2,3950.00%30CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$1,1950.00%62CommonNONE

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.