MondegarAI
Next Capital Management LLC

Q1 2025 · 13F-HR

Next Capital Management LLCholdings as filed

Filed 2025-05-06 · accession 0001437749-25-014677

$208.5M
Reported value
118
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES CORE S&P 500 ETF$32.9M15.8%58,585CommonNONE
46090E103QQQINVESCO QQQ TRUST$10.2M4.90%21,771CommonNONE
30303M102METAMETA PLATFORMS INC CLASS A$9.6M4.59%16,613CommonNONE
037833100AAPLAPPLE INC$9.3M4.47%41,993CommonNONE
46432F842IEFAISHARES CORE MSCI EAFE ETF$7.9M3.79%104,411CommonNONE
023135106AMZNAMAZON.COM INC$7.4M3.57%39,145CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$7.2M3.45%26,136CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$6.6M3.18%18,352CommonNONE
38173M102GBDCGOLUB CAP BDC INC$5.2M2.49%342,953CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$4.3M2.08%46,701CommonNONE
922908363VOOVANGUARD S&P 500 ETF$4.1M1.98%8,040CommonNONE
46434G103IEMGISHARES CORE MSCI EMERGING ETF$4.0M1.92%74,106CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$3.9M1.89%7,386CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$3.9M1.86%20,579CommonNONE
464287507IJHISHARES CORE S&P MID CAPETF$3.8M1.81%64,521CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ETF$3.6M1.75%34,873CommonNONE
78462F103SPYSPDR S&P 500 ETF$3.3M1.58%5,887CommonNONE
81369Y209XLVSELECT SECTOR HEALTH CARE SPDR ETF$3.2M1.54%21,955CommonNONE
808524607SCHASCHWAB US SMALL CAP ETF$2.8M1.33%118,714CommonNONE
808524201SCHXSCHWAB US LARGE CAP ETF$2.7M1.27%120,076CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$2.6M1.24%13,342CommonNONE
03761U502MFICMIDCAP FINL INVESTME$2.2M1.04%169,085CommonNONE
48251W104KKRKKR & CO INC$2.0M0.96%17,387CommonNONE
46641Q837JPSTJPMORGAN ULTRA SHORT INCOME ETF$2.0M0.95%39,151CommonNONE
922908736VUGVANGUARD GROWTH ETF$1.8M0.87%4,894CommonNONE
931142103WMTWALMART INC$1.8M0.87%20,600CommonNONE
464287622IWBISHARES RUSSELL 1000 ETF$1.8M0.86%5,845CommonNONE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$1.7M0.82%49,020CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DCLASS A$1.6M0.77%2CommonNONE
922908538VOTVANGUARD MID CAP GROWTH ETF$1.6M0.75%6,430CommonNONE
81369Y605XLFSELECT STR FINANCIAL SELECT SPDR ETF$1.6M0.74%31,153CommonNONE
46138G649QQQMINVESCO NASDAQ 100 ETF$1.5M0.72%7,827CommonNONE
808524771FNDXSCHWAB FUNDMNTL US LARGECOM ETF$1.5M0.72%63,626CommonNONE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$1.5M0.72%2,755CommonNONE
594918104MSFTMICROSOFT CORP$1.4M0.69%3,818CommonNONE
464287234EEMISHARES MSCI EMERGING MARKETS ETF$1.4M0.69%32,769CommonNONE
67066G104NVDANVIDIA CORP$1.4M0.65%12,589CommonNONE
191216100KOTHE COCA-COLA CO$1.3M0.61%17,646CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.60%4,027CommonNONE
808513105SCHWCHARLES SCHWAB CORP$1.3M0.60%15,982CommonNONE
464287663IUSVISHARES CORE S&P US VALUE ETF$1.2M0.59%13,293CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.2M0.56%7,342CommonNONE
922908637VVVANGUARD LARGE CAP ETF$1.2M0.55%4,490CommonNONE
879369106TFXTELEFLEX INC$1.1M0.52%7,880CommonNONE
278865100ECLECOLAB INC$1.1M0.51%4,230CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$1.1M0.51%38,290CommonNONE
46434V407SHYGISHARES HIGH YIELD CORPORAT BOND ETF$1.0M0.50%24,600CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD ETF$1.0M0.48%7,778CommonNONE
464287481IWPISHARES RUSSELL MID CAP GROWTH ETF$933,2250.45%7,943CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$916,4180.44%4,594CommonNONE
64110L106NFLXNETFLIX INC$879,3760.42%943CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$877,2360.42%8,028CommonNONE
124805102CBZCBIZ INC$834,4600.40%11,000CommonNONE
81369Y803XLKTECHNOLOGY SELECT SECTORSPDR ETF$787,5150.38%3,814CommonNONE
682680103OKEONEOK INC NEW$781,8540.38%7,880CommonNONE
464287465EFAISHARES MSCI EAFE ETF$740,2290.36%9,057CommonNONE
532457108LLYELI LILLY AND CO$735,0600.35%890CommonNONE
33738D101EMLPFIRST TRUST NORTH AMERICAN ENERG ETF$725,2440.35%19,345CommonNONE
46625H100JPMJPMORGAN CHASE & CO$713,7120.34%2,910CommonNONE
808524102SCHBSCHWAB US BROAD MARKET ETF$706,8040.34%32,829CommonNONE
30231G102XOMEXXON MOBIL CORP$687,7720.33%5,783CommonNONE
437076102HDHOME DEPOT INC$679,4720.33%1,854CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$642,6440.31%12,643CommonNONE
701094104PHPARKER-HANNIFIN CORP$629,1250.30%1,035CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$623,8630.30%1,142CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$578,8660.28%12,790CommonNONE
69121K104OBDCBLUE OWL CAP CORP$577,0620.28%39,363CommonNONE
02079K107GOOGALPHABET INC CLASS C$574,7700.28%3,679CommonNONE
693506107PPGPPG INDS INC$569,0570.27%5,204CommonNONE
464288240ACWXISHARES MSCI ACWI EX US ETF$552,2270.26%9,959CommonNONE
11271J107BNBROOKFIELD CORP FCLASS A$550,3050.26%10,500CommonNONE
126349109CSNCSG SYS INTL INC$544,2300.26%9,000CommonNONE
92189F106GDXVANECK GOLD MINERS ETF$540,2390.26%11,752CommonNONE
09260D107BXBLACKSTONE INC$532,6180.26%3,810CommonNONE
293792107EPDENTERPRISE PRODS PART LP$487,9630.23%14,293CommonNONE
747525103QCOMQUALCOMM INC$478,6490.23%3,116CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A F$473,0260.23%860CommonNONE
20030N101CMCSACOMCAST CORP NEW CLASS A$469,5890.23%12,726CommonNONE
02079K305GOOGLALPHABET INC CLASS A$468,0950.22%3,027CommonNONE
83413U100SLRCSLR INVESTMENT CORP$463,9870.22%27,520CommonNONE
478160104JNJJOHNSON & JOHNSON$440,1390.21%2,654CommonNONE
922908744VTVVANGUARD VALUE ETF$433,7500.21%2,511CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$420,3600.20%821CommonNONE
09259E108TCPCBLACKROCK TCP CAP CORP$407,3730.20%50,858CommonNONE
58933Y105MRKMERCK & CO. INC.$391,9820.19%4,367CommonNONE
464288869IWCISHARES MICRO CAP ETF$346,3720.17%3,123CommonNONE
717081103PFEPFIZER INC$340,1770.16%13,425CommonNONE
526107107LIILENNOX INTL INC$329,2070.16%587CommonNONE
00287Y109ABBVABBVIE INC$328,9460.16%1,570CommonNONE
969136100WVVIWILLAMETTE VY VINEYARD I$325,5120.16%54,800CommonNONE
742718109PGPROCTER & GAMBLE CO$318,5150.15%1,869CommonNONE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$305,6950.15%4,608CommonNONE
578473100MAYSMAYS J W INC$280,0730.13%7,326CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$278,8660.13%1,610CommonNONE
969457100WMBWILLIAMS COS INC$277,5850.13%4,645CommonNONE
02209S103MOALTRIA GROUP INC$274,6520.13%4,576CommonNONE
233051200DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ET$274,1320.13%6,331CommonNONE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$274,0480.13%2,363CommonNONE
438516106HONHONEYWELL INTL INC$271,4640.13%1,282CommonNONE
464287796IYEISHARES US ENERGY ETF$271,1500.13%5,500CommonNONE
896215209TRSTRIMAS CORP$269,4450.13%11,500CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$269,2080.13%514CommonNONE
464286806EWGISHARES MSCI GERMANY ETF$266,0490.13%7,175CommonNONE
89417E109TRVTRAVELERS COS INC$265,5180.13%1,004CommonNONE
609207105MDLZMONDELEZ INTL INC CLASS A$248,0600.12%3,656CommonNONE
92826C839VVISA INC CLASS A$239,5160.11%683CommonNONE
09857L108BKNGBOOKING HLDGS INC$234,9520.11%51CommonNONE
808524508SCHMSCHWAB STRATEGI/US MID-CAP ETF$212,1390.10%8,097CommonNONE
464287879IJSISHARES S&P SMALL CAP 600 ETF$204,5130.10%2,098CommonNONE
166764100CVXCHEVRON CORP NEW$202,9620.10%1,213CommonNONE
92556H2060VVBPARAMOUNT GLOBAL B MERGER ELECTION EXP: 04/03/25$185,9780.09%15,550CommonNONE
29273V100ETENERGY TRANSFER L P LP$161,8820.08%8,708CommonNONE
G97229101WPLCFWISE PLC ORDF$135,9460.07%11,116CommonNONE
N30577105ZGNERMENEGILDO ZEGNA N V F$135,2350.06%18,275CommonNONE
835699307SONYSONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS$93,5620.04%3,685CommonNONE
29788T103ETWOGBPE2OPEN PARENT HLDGS INC CLASS A$29,1740.01%14,587CommonNONE
G2662B103CRMLCRITICAL METALS CORP. F$27,7750.01%19,982CommonNONE
23283M101CYDYCYTODYN INC$7,4740.00%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.