MondegarAI
Next Capital Management LLC

Q3 2024 · 13F-HR

Next Capital Management LLCholdings as filed

Filed 2024-11-07 · accession 0001437749-24-033793

$245.1M
Reported value
136
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES CORE S&P 500 ETF$32.9M13.4%57,065CommonNONE
38173M102GBDCGOLUB CAP BDC INC$11.7M4.76%771,910CommonNONE
46090E103QQQINVSC QQQ TRUST SRS 1 ETF$11.5M4.70%23,617CommonNONE
30303M102METAMETA PLATFORMS INC CLASS A$10.7M4.39%18,779CommonNONE
037833100AAPLAPPLE INC$10.2M4.14%43,570CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$8.3M3.38%29,274CommonNONE
46432F842IEFAISHARES CORE MSCI EAFE ETF$7.8M3.16%99,359CommonNONE
023135106AMZNAMAZON.COM INC$7.7M3.15%41,449CommonNONE
81369Y209XLVSELECT SECTOR HEALTH CARE SPDR ETF$7.1M2.91%46,256CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$6.5M2.64%17,224CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$4.4M1.81%46,295CommonNONE
922908363VOOVANGUARD S&P 500 ETF$4.2M1.70%7,874CommonNONE
464287622IWBISHARES RUSSELL 1000 ETF$4.1M1.66%12,949CommonNONE
46434G103IEMGISHARES CORE MSCI EMERGING ETF$3.9M1.59%67,931CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$3.6M1.47%18,962CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ETF$3.6M1.45%30,480CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$3.4M1.37%7,649CommonNONE
464287507IJHISHARES CORE S&P MID CAPETF$3.4M1.37%53,792CommonNONE
808524201SCHXSCHWAB US LARGE CAP ETF$3.3M1.35%48,834CommonNONE
808524607SCHASCHWAB US SMALL CAP ETF$3.2M1.29%61,426CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$3.0M1.24%15,297CommonNONE
78462F103SPYSPDR S&P 500 ETF$3.0M1.24%5,273CommonNONE
03761U502MFICMIDCAP FINL INVESTMENT C$2.7M1.09%187,880CommonNONE
879369106TFXTeleflex Incorporate$2.6M1.05%10,414CommonNONE
88160R101TSLATESLA INC$2.5M1.03%9,672CommonNONE
922908736VUGVANGUARD GROWTH ETF$2.4M0.99%6,308CommonNONE
48251W104KKRKKR & CO INC$2.3M0.93%17,387CommonNONE
46641Q837JPSTJPMORGAN ULTRA SHORT INCOME ETF$2.1M0.86%41,425CommonNONE
67072T108JFRNUVEEN FLOATING RATE INC$2.1M0.86%237,911CommonNONE
808513105SCHWCHARLES SCHWAB CORP$1.8M0.75%28,396CommonNONE
922908538VOTVANGUARD MID CAP GROWTH ETF$1.8M0.75%7,530CommonNONE
931142103WMTWALMART INC$1.8M0.71%21,692CommonNONE
594918104MSFTMICROSOFT CORP$1.8M0.71%4,070CommonNONE
67066G104NVDANVIDIA CORP$1.7M0.71%14,345CommonNONE
09257D102BGXBLACKSTONE LONG SHORT CR$1.7M0.70%133,592CommonNONE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$1.7M0.68%49,020CommonNONE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$1.6M0.66%2,755CommonNONE
464287234EEMISHARES MSCI EMERGING MARKETS ETF$1.4M0.57%30,624CommonNONE
922908553VNQVANGUARD REAL ESTATE ETF$1.4M0.57%14,224CommonNONE
0849901751/100 BERKSHIRE HTWY A CLASS A$1.4M0.56%200CommonNONE
81369Y605XLFSELECT STR FINANCIAL SELECT SPDR ETF$1.4M0.55%29,868CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.53%4,296CommonNONE
46434V407SHYGISHARES HIGH YIELD CORPORAT BOND ETF$1.3M0.53%29,859CommonNONE
053484101AVBAVALONBAY CMNTYS INC REIT$1.3M0.52%5,650CommonNONE
191216100KOTHE COCA-COLA CO$1.3M0.52%17,636CommonNONE
464287663IUSVISHARES CORE S&P US VALUE ETF$1.2M0.51%13,031CommonNONE
02079K107GOOGALPHABET INC CLASS C$1.2M0.48%7,073CommonNONE
78518H202BRWSABA CAPITAL INCOME OPPO$1.2M0.48%155,616CommonNONE
922908637VVVANGUARD LARGE CAP ETF$1.2M0.48%4,429CommonNONE
278865100ECLECOLAB INC$1.2M0.47%4,550CommonNONE
808524771FNDXSCHWAB FUNDMNTL US LARGECOM ETF$1.1M0.46%15,838CommonNONE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$1.1M0.43%15,639CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$997,3290.41%4,515CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD ETF$997,1400.41%7,778CommonNONE
09257R101BGBBLACKSTNE STRGIC CREDIT$947,1120.39%76,876CommonNONE
718172109PMPHILIP MORRIS INTL INC$931,3770.38%7,665CommonNONE
46625H100JPMJPMORGAN CHASE & CO$902,1580.37%4,278CommonNONE
02079K305GOOGLALPHABET INC CLASS A$900,2340.37%5,428CommonNONE
437076102HDHOME DEPOT INC$886,9830.36%2,189CommonNONE
81369Y803XLKTECHNOLOGY SELECT SECTORSPDR ETF$885,4310.36%3,922CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$883,4230.36%10,451CommonNONE
09260D107BXBLACKSTONE INC$879,8340.36%5,746CommonNONE
64110L106NFLXNETFLIX INC$879,4950.36%1,240CommonNONE
46138G649QQQMINVESCO NASDAQ 100 ETF$825,6940.34%4,111CommonNONE
532457108LLYELI LILLY AND CO$805,3190.33%909CommonNONE
464287481IWPISHARES RUSSELL MID CAP GROWTH ETF$787,8370.32%6,717CommonNONE
464287465EFAISHARES MSCI EAFE ETF$783,2790.32%9,366CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$781,8120.32%7,620CommonNONE
670656107NRKNUVEEN NY AMT FREE QLT M$747,0850.30%66,704CommonNONE
124805102CBZCBIZ INC$740,1900.30%11,000CommonNONE
682680103OKEONEOK INC NEW$718,1040.29%7,880CommonNONE
693506107PPGPPG INDS INC$689,3220.28%5,204CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$659,8080.27%12,494CommonNONE
701094104PHPARKER-HANNIFIN CORP$653,9340.27%1,035CommonNONE
33738D101EMLPFIRST TRUST NORTH AMERICAN ENERG ETF$649,9920.27%19,345CommonNONE
69121K104OBDCBLUE OWL CAP CORP$584,5630.24%40,121CommonNONE
76882G107OPPRIVERNORTH DOUBLLINE STR$579,5200.24%63,859CommonNONE
20030N101CMCSACOMCAST CORP NEW CLASS A$575,0480.23%13,767CommonNONE
58933Y105MRKMERCK & CO. INC.$544,2450.22%4,788CommonNONE
747525103QCOMQUALCOMM INC$541,4390.22%3,184CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$540,6600.22%1,092CommonNONE
478160104JNJJOHNSON & JOHNSON$535,2840.22%3,303CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$475,1980.19%9,931CommonNONE
717081103PFEPFIZER INC$469,2620.19%16,215CommonNONE
67066X107NANNUVEEN NEW YORK QLTY MNC$469,0530.19%39,784CommonNONE
92189F106GDXVANECK GOLD MINERS ETF$467,9650.19%11,752CommonNONE
46431W507NEARBlackRock Short Mat Bond ETF$459,8790.19%8,975CommonNONE
72201R775BONDPIMCO Active Bond ETF$455,7360.19%4,817CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$444,6350.18%842CommonNONE
922908744VTVVANGUARD VALUE ETF$438,3450.18%2,511CommonNONE
126349109CSNCSG SYS INTL INC$437,8500.18%9,000CommonNONE
09259E108TCPCBlackRock TCP Capital Co$421,6130.17%50,858CommonNONE
00287Y109ABBVABBVIE INC$417,8680.17%2,116CommonNONE
83413U100SLRCSLR INVESTMENT CORP$414,1760.17%27,520CommonNONE
742718109PGPROCTER & GAMBLE CO$400,0920.16%2,310CommonNONE
293792107EPDENTERPRISE PRODS PART LP$389,8700.16%13,393CommonNONE
464288869IWCISHARES MICRO CAP ETF$385,1280.16%3,123CommonNONE
89147L886TYGTORTOISE ENERGY INFRASTR$383,4730.16%9,770CommonNONE
92826C839VVISA INC CLASS A$359,7540.15%1,308CommonNONE
526107107LIILENNOX INTL INC$354,7180.14%587CommonNONE
578473100MAYSMAYS J W INC$336,6300.14%7,326CommonNONE
92189F676SMHVANECK SEMICONDUCTOR ETF$303,8670.12%1,238CommonNONE
896215209TRSTRIMAS CORP$293,5950.12%11,500CommonNONE
79466L302CRMSALESFORCE INC$283,8620.12%1,037CommonNONE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$282,8470.12%2,363CommonNONE
02209S103MOALTRIA GROUP INC$273,8010.11%5,349CommonNONE
72352L106PINSPINTEREST INC CLASS A$270,9370.11%8,370CommonNONE
00724F101ADBEADOBE INC$270,7990.11%523CommonNONE
609207105MDLZMONDELEZ INTL INC CLASS A$269,3380.11%3,656CommonNONE
233051200DBEFXTRACKERS MSCI EAFE HDGDEQY ETF$266,0290.11%6,331CommonNONE
166764100CVXCHEVRON CORP NEW$260,3730.11%1,768CommonNONE
464287796IYEISHARES US ENERGY ETF$254,8700.10%5,500CommonNONE
718546104PSXPHILLIPS 66$250,2810.10%1,904CommonNONE
438516106HONHONEYWELL INTL INC$245,7780.10%1,189CommonNONE
776696106ROPROPER TECHNOLOGIES INC$241,4950.10%434CommonNONE
89417E109TRVTRAVELERS COS INC$235,0560.10%1,004CommonNONE
002824100ABTABBOTT LABS$231,3260.09%2,029CommonNONE
053015103ADPAUTOMATIC DATA PROCESSIN$230,6450.09%833CommonNONE
21037T109CEGCONSTELLATION ENERGY COR$230,3780.09%886CommonNONE
902653104UDRUDR INC REIT$226,7000.09%5,000CommonNONE
552953101MGMMGM RESORTS INTL$225,5490.09%5,750CommonNONE
808524508SCHMCHARLES SCHWAB US MC ETF$224,1100.09%2,697CommonNONE
09247X101BLKCHFBLACKROCK INC CLASS EQUITY$224,0840.09%236CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$219,8570.09%248CommonNONE
09857L108BKNGBOOKING HLDGS INC$219,0300.09%52CommonNONE
562750109MANHMANHATTAN ASSOCS INC$216,9440.09%771CommonNONE
969457100WMBWILLIAMS COS INC$212,0440.09%4,645CommonNONE
25459Y876CUREDRXN DAILY HEALTHCRE BULL 3X SHS ETF$199,7700.08%1,500CommonNONE
093712107BEBloom Energy Corp$196,6480.08%18,622CommonNONE
969136100WVVIWILLAMETTE VY VINEYARD I$190,7040.08%54,800CommonNONE
92556H2060VVBPARAMOUNT GLOBAL CLASS B$186,4130.08%17,553CommonNONE
032108631Amplify ETF TR Ampify Alternative Harvest ETF$173,6000.07%52,447CommonNONE
G97229101WPLCFWISE PLC ORDF$100,0200.04%11,116CommonNONE
29788T103ETWOGBPE2OPEN PARENT HLDGS INC CLASS A$64,3290.03%14,587CommonNONE
23283M101CYDYCYTODYN INC$5,1430.00%32,500CommonNONE
92747V106VINTAGE WINE ESTATES INC$2000.00%100,049CommonNONE

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.