MondegarAI
Next Capital Management LLC

Q4 2024 · 13F-HR

Next Capital Management LLCholdings as filed

Filed 2025-02-11 · accession 0001437749-25-003355

$247.1M
Reported value
141
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES CORE S&P 500 ETF IV$33.7M13.6%57,232CommonNONE
46090E103QQQINVSC QQQ TRUST SRS 1 ETF$11.6M4.68%22,604CommonNONE
037833100AAPLAPPLE INC$11.2M4.51%44,546CommonNONE
30303M102METAMETA PLATFORMS INC CLASS A$11.1M4.50%19,010CommonNONE
023135106AMZNAMAZON.COM INC$9.2M3.72%41,895CommonNONE
38173M102GBDCGOLUB CAP BDC INC$8.9M3.58%583,876CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$8.7M3.51%29,967CommonNONE
46432F842IEFAISHARES CORE MSCI EAFE ETF$7.2M2.91%102,167CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$7.1M2.87%17,645CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$4.7M1.90%46,295CommonNONE
922908363VOOVANGUARD S&P 500 ETF$4.4M1.76%8,093CommonNONE
464287622IWBISHARES RUSSELL 1000 ETF$4.2M1.70%13,058CommonNONE
81369Y209XLVSELECT SECTOR HEALTH CARE SPDR ETF$4.1M1.66%29,800CommonNONE
88160R101TSLATESLA INC$3.8M1.56%9,519CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ETF$3.8M1.55%33,232CommonNONE
88160R101TSLAPUT TESLA INC 350 EXP 01/16/26$3.8M1.54%9,400PUTNONE
464287598IWDISHARES RUSSELL 1000 VALUE ETF IV$3.7M1.51%20,105CommonNONE
46434G103IEMGISHARES CORE MSCI EMERGING ETF$3.6M1.46%69,072CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$3.5M1.42%7,740CommonNONE
464287507IJHISHARES CORE S&P MID CAPETF$3.5M1.41%55,967CommonNONE
808524201SCHXSCHWAB US LARGE CAP ETF$3.4M1.40%148,716CommonNONE
808524607SCHASCHWAB US SMALL CAP ETF$3.2M1.28%122,198CommonNONE
78462F103SPYSPDR S&P 500 ETF IV$3.0M1.23%5,165CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$3.0M1.21%15,299CommonNONE
922908736VUGVANGUARD GROWTH ETF$2.6M1.05%6,308CommonNONE
48251W104KKRKKR & CO INC$2.6M1.04%17,387CommonNONE
03761U502MFICMIDCAP FINL INVESTMENT C$2.4M0.95%174,728CommonNONE
922908538VOTVANGUARD MID CAP GROWTH ETF$2.3M0.93%9,096CommonNONE
46641Q837JPSTJPMORGAN ULTRA SHORT INCOME ETF$2.2M0.89%43,763CommonNONE
931142103WMTWALMART INC$2.1M0.84%22,853CommonNONE
879369106TFXTELEFLEX INC$1.9M0.75%10,427CommonNONE
594918104MSFTMICROSOFT CORP$1.7M0.70%4,126CommonNONE
92204A702VGTVANGUARD INFORMATION TECHNOLO ETF IV$1.7M0.69%2,755CommonNONE
67066G104NVDANVIDIA CORP$1.7M0.68%12,495CommonNONE
464287234EEMISHARES MSCI EMERGING MARKETS ETF$1.6M0.65%38,484CommonNONE
02079K107GOOGAlphabet Inc. Class C$1.5M0.61%7,862CommonNONE
81369Y605XLFSELECT STR FINANCIAL SELECT SPDR ETF$1.4M0.58%29,868CommonNONE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$1.4M0.58%49,170CommonNONE
0849901751/100 BERKSHIRE HTWY A CLASS A$1.4M0.55%200CommonNONE
808513105SCHWCHARLES SCHWAB CORP$1.4M0.55%18,342CommonNONE
64110L106NFLXNETFLIX INC$1.3M0.53%1,473CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.52%4,472CommonNONE
808524771FNDXSCHWAB FUNDMNTL US LARGECOM ETF$1.3M0.51%52,796CommonNONE
053484101AVBAVALONBAY CMNTYS INC REIT$1.2M0.50%5,650CommonNONE
464287663IUSVISHARES CORE S&P US VALUE ETF$1.2M0.49%13,195CommonNONE
922908637VVVANGUARD LARGE CAP ETF$1.2M0.49%4,472CommonNONE
278865100ECLECOLAB INC$1.1M0.46%4,863CommonNONE
191216100KOTHE COCA-COLA CO$1.1M0.44%17,656CommonNONE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$1.0M0.42%15,663CommonNONE
46434V407SHYGISHARES HIGH YIELD CORPORAT BOND ETF$1.0M0.42%24,600CommonNONE
46138G649QQQMINVESCO NASDAQ 100 ETF$1.0M0.42%4,928CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$997,6450.40%4,515CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD ETF$992,3950.40%7,778CommonNONE
02079K305GOOGLAlphabet Inc. Class A$962,0230.39%5,082CommonNONE
124805102CBZCBIZ INC$900,1300.36%11,000CommonNONE
81369Y803XLKTECHNOLOGY SELECT SECTORSPDR ETF IV$886,8310.36%3,814CommonNONE
46625H100JPMJPMORGAN CHASE & CO$879,7490.36%3,670CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$877,1350.35%32,106CommonNONE
437076102HDHOME DEPOT INC$868,6150.35%2,233CommonNONE
464287481IWPISHARES RUSSELL MID CAP GROWTH ETF$851,3800.34%6,717CommonNONE
718172109PMPHILIP MORRIS INTL INC$847,0230.34%7,038CommonNONE
78518H202BRWSABA CAPITAL INCOME OPPO$840,6540.34%110,322CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$799,9810.32%16,729CommonNONE
682680103OKEONEOK INC NEW$791,1520.32%7,880CommonNONE
464287465EFAISHARES MSCI EAFE ETF$708,1630.29%9,366CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$702,7930.28%7,620CommonNONE
33738D101EMLPFIRST TRUST NORTH AMERICAN ENERG ETF$689,6490.28%19,345CommonNONE
532457108LLYELI LILLY AND CO$683,2200.28%885CommonNONE
701094104PHPARKER-HANNIFIN CORP$658,2910.27%1,035CommonNONE
09260D107BXBLACKSTONE INC$652,8520.26%3,786CommonNONE
30231G102XOMEXXON MOBIL CORP$628,6390.25%5,844CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$625,3010.25%1,092CommonNONE
693506107PPGPPG INDS INC$621,6180.25%5,204CommonNONE
11271J107BNBROOKFIELD CORP FCLASS A$605,1780.24%10,534CommonNONE
69121K104OBDCBLUE OWL CAP CORP$595,1690.24%39,363CommonNONE
92826C839VVISA INC CLASS A$568,3770.23%1,798CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARK ETF IV$563,2480.23%12,789CommonNONE
76882G107OPPRIVERNORTH DOUBLLINE STR$532,5840.22%63,859CommonNONE
464288240ACWXISHARES MSCI ACWI EX US ETF$519,4610.21%9,959CommonNONE
20030N101CMCSACOMCAST CORP NEW CLASS A$516,6760.21%13,767CommonNONE
478160104JNJJOHNSON & JOHNSON$503,7110.20%3,483CommonNONE
79466L302CRMSALESFORCE INC$495,0020.20%1,480CommonNONE
747525103QCOMQUALCOMM INC$478,6800.19%3,116CommonNONE
922908629VOVANGUARD MID CAP ETF$465,7550.19%1,763CommonNONE
126349109CSNCSG SYS INTL INC$459,9900.19%9,000CommonNONE
742718109PGPROCTER & GAMBLE CO$454,4990.18%2,711CommonNONE
09257D102BGXBLACKSTONE LONG SHORT CR$451,0870.18%36,261CommonNONE
83413U100SLRCSLR INVESTMENT CORP$444,7230.18%27,520CommonNONE
09259E108TCPCBLACKROCK TCP CAP CORP$442,9730.18%50,858CommonNONE
293792107EPDENTERPRISE PRODS PART LP$438,8200.18%13,993CommonNONE
00287Y109ABBVABBVIE INC$435,1870.18%2,449CommonNONE
922908744VTVVANGUARD VALUE ETF$425,1120.17%2,511CommonNONE
89147L886TYGTORTOISE ENERGY INFRASTR$410,3400.17%9,770CommonNONE
58933Y105MRKMERCK & CO. INC.$409,1610.17%4,113CommonNONE
464288869IWCISHARES MICRO CAP ETF$407,1770.16%3,123CommonNONE
922908595VBKVanguard Small Cap Growth ETF$401,6060.16%1,434CommonNONE
92189F106GDXVANECK GOLD MINERS ETF$398,5100.16%11,752CommonNONE
922908553VNQVANGUARD REAL ESTATE ETF$397,2970.16%4,460CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$385,2870.16%821CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A F$384,7470.16%860CommonNONE
526107107LIILENNOX INTL INC$357,6590.14%587CommonNONE
780259305SHELSHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS$355,9770.14%5,682CommonNONE
717081103PFEPFIZER INC$351,3370.14%13,243CommonNONE
776696106ROPROPER TECHNOLOGIES INC$346,7400.14%667CommonNONE
09257R101BGBBLACKSTNE STRGIC CREDIT$328,9750.13%26,899CommonNONE
578473100MAYSMAYS J W INC$322,4910.13%7,326CommonNONE
00724F101ADBEADOBE INC$321,5040.13%723CommonNONE
67072T108JFRNUVEEN FLOATING RATE INC$317,0260.13%35,541CommonNONE
166764100CVXCHEVRON CORP NEW$307,7860.12%2,125CommonNONE
92189F676SMHVANECK SEMICONDUCTOR ETF$299,8060.12%1,238CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$296,8710.12%324CommonNONE
053015103ADPAUTOMATIC DATA PROCESSIN$291,0690.12%993CommonNONE
002824100ABTABBOTT LABS$284,9240.12%2,519CommonNONE
896215209TRSTRIMAS CORP$282,7850.11%11,500CommonNONE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$277,6450.11%2,363CommonNONE
550021109LULULULULEMON ATHLETICA INC$274,1880.11%717CommonNONE
233051200DBEFXTRACKERS MSCI EAFE HDGDEQY ETF$262,1030.11%6,331CommonNONE
74340W103PLDPROLOGIS INC REIT$256,0050.10%2,422CommonNONE
09857L108BKNGBOOKING HLDGS INC$253,3890.10%51CommonNONE
969457100WMBWILLIAMS COS INC$251,3870.10%4,645CommonNONE
464287796IYEISHARES US ENERGY ETF$250,6350.10%5,500CommonNONE
72352L106PINSPINTEREST INC CLASS A$242,7300.10%8,370CommonNONE
89417E109TRVTRAVELERS COS INC$241,8540.10%1,004CommonNONE
02209S103MOALTRIA GROUP INC$239,2790.10%4,576CommonNONE
78409V104SPGIS&P GLOBAL INC$236,0660.10%474CommonNONE
438516106HONHONEYWELL INTL INC$235,3770.10%1,042CommonNONE
09290D101BLKBLACKROCK INC NEW$233,7250.09%228CommonNONE
808524508SCHMCHARLES SCHWAB US MC ETF$224,2980.09%8,094CommonNONE
19260Q107COINCOINBASE GLOBAL INC CLASS A$222,2290.09%895CommonNONE
902653104UDRUDR INC REIT$220,0450.09%5,069CommonNONE
609207105MDLZMONDELEZ INTL INC CLASS A$218,3730.09%3,656CommonNONE
718546104PSXPHILLIPS 66$216,9230.09%1,904CommonNONE
922908512VOEVanguard Mid Cap Value ETF IV$213,2130.09%1,318CommonNONE
855244109SBUXSTARBUCKS CORP$206,9550.08%2,268CommonNONE
92556H2060VVBPARAMOUNT GLOBAL CLASS B$188,3220.08%18,004CommonNONE
969136100WVVIWILLAMETTE VY VINEYARD I$183,5800.07%54,800CommonNONE
N30577105ZGNERMENEGILDO ZEGNA N V F$150,9520.06%18,275CommonNONE
032108631AMPLIFY ALTERNATIVE HARVETF$117,9850.05%52,672CommonNONE
19247R103RFICOHEN STEERS TOTAL RETUR$115,9160.05%10,010CommonNONE
29788T103ETWOGBPE2OPEN PARENT HLDGS INC CLASS A$38,8010.02%14,587CommonNONE
23283M101CYDYCYTODYN INC$3,5650.00%32,500CommonNONE

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.