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Alpha Cubed Investments, LLC

Q3 2025 · 13F-HR

Alpha Cubed Investments, LLCholdings as filed

Filed 2025-11-03 · accession 0001580830-25-000008

$2.87B
Reported value
297
Positions
2025-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$179.1M6.24%703,416CommonNONE
67066G104NVDANVIDIA CORPORATION$173.8M6.06%931,646CommonNONE
594918104MSFTMICROSOFT CORP$151.2M5.27%291,960CommonNONE
023135106AMZNAMAZON COM INC$127.4M4.44%580,316CommonNONE
02079K305GOOGLALPHABET INC$115.1M4.01%473,413CommonNONE
697435105PANWPALO ALTO NETWORKS INC$112.9M3.94%554,585CommonNONE
11135F101AVGOBROADCOM INC$110.7M3.86%335,479CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$109.6M3.82%392,270CommonNONE
74762E102QUREQUANTA SVCS INC$109.1M3.80%263,353CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$104.6M3.64%331,476CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$94.1M3.28%187,122CommonNONE
30303M102METAMETA PLATFORMS INC$90.1M3.14%122,722CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$78.8M2.75%98,946CommonNONE
149123101CATCATERPILLAR INC$76.7M2.67%160,764CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$74.9M2.61%665,602CommonNONE
65339F101NEENEXTERA ENERGY INC$66.4M2.31%879,298CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$45.7M1.59%237,591CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$43.1M1.50%124,682CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$41.4M1.44%92,600CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$33.5M1.17%206,849CommonNONE
64110L106NFLXNETFLIX INC$31.6M1.10%26,351CommonNONE
G29183103ETNEATON CORP PLC$30.4M1.06%81,173CommonNONE
539830109LMTLOCKHEED MARTIN CORP$30.3M1.05%60,601CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$29.6M1.03%31,946CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$29.5M1.03%671,442CommonNONE
N07059210ASMLASML HOLDING N V$29.1M1.01%30,023CommonNONE
17275R102CSCOCISCO SYS INC$25.2M0.88%368,798CommonNONE
12572Q105CMECME GROUP INC$24.8M0.86%91,667CommonNONE
166764100CVXCHEVRON CORP NEW$24.6M0.86%158,257CommonNONE
464287242LQDISHARES TR$24.3M0.85%218,189CommonNONE
92826C839VVISA INC$24.0M0.84%70,333CommonNONE
580135101MCDMCDONALDS CORP$23.2M0.81%76,253CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$22.2M0.78%45,351CommonNONE
72201R775BONDPIMCO ETF TR$21.7M0.76%232,551CommonNONE
478160104JNJJOHNSON & JOHNSON$19.9M0.69%107,264CommonNONE
191216100KOCOCA COLA CO$19.4M0.68%292,953CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$18.7M0.65%102,636CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$18.3M0.64%217,820CommonNONE
921909768VXUSVANGUARD STAR FDS$18.3M0.64%249,090CommonNONE
88160R101TSLATESLA INC$18.0M0.63%40,502CommonNONE
437076102HDHOME DEPOT INC$17.8M0.62%44,024CommonNONE
253868103DLRDIGITAL RLTY TR INC$17.8M0.62%102,829CommonNONE
904767704UNILEVER PLC$16.4M0.57%276,342CommonNONE
882508104TXNTEXAS INSTRS INC$15.9M0.55%86,546CommonNONE
929160109VMCVULCAN MATLS CO$15.8M0.55%51,401CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$13.6M0.47%71,190CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$13.4M0.47%79,788CommonNONE
46090E103QQQINVESCO QQQ TR$13.3M0.47%22,229CommonNONE
68389X105ORCLORACLE CORP$12.6M0.44%44,825CommonNONE
532457108LLYELI LILLY & CO$11.9M0.41%15,543CommonNONE
02079K107GOOGALPHABET INC$11.7M0.41%48,184CommonNONE
59156R108METMETLIFE INC$10.9M0.38%132,858CommonNONE
00287Y109ABBVABBVIE INC$10.8M0.38%46,741CommonNONE
907818108UNPUNION PAC CORP$10.7M0.37%45,451CommonNONE
922908363VOOVANGUARD INDEX FDS$9.3M0.33%15,268CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$9.0M0.31%41,549CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.3M0.29%212,201CommonNONE
759509102RSRELIANCE INC$7.0M0.24%24,767CommonNONE
58933Y105MRKMERCK & CO INC$5.5M0.19%65,133CommonNONE
931142103WMTWALMART INC$5.4M0.19%52,171CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.7M0.17%7,123CommonNONE
031162100AMGNAMGEN INC$4.5M0.16%15,929CommonNONE
30231G102XOMEXXON MOBIL CORP$4.5M0.16%39,775CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4.4M0.15%161,892CommonNONE
921910816MGKVANGUARD WORLD FD$4.1M0.14%10,122CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4.0M0.14%50,562CommonNONE
038222105AMATAPPLIED MATLS INC$4.0M0.14%19,630CommonNONE
82509L107SHOPSHOPIFY INC$4.0M0.14%26,944CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$4.0M0.14%98,197CommonNONE
98978V103ZTSZOETIS INC$3.7M0.13%25,558CommonNONE
922908751VBVANGUARD INDEX FDS$3.7M0.13%14,355CommonNONE
921910840MGVVANGUARD WORLD FD$3.5M0.12%25,343CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.4M0.12%41,011CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.1M0.11%21,936CommonNONE
747525103QCOMQUALCOMM INC$3.0M0.11%18,300CommonNONE
482480100KLACKLA CORP$2.9M0.10%2,719CommonNONE
770700102HOODROBINHOOD MKTS INC$2.9M0.10%20,482CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.9M0.10%10,276CommonNONE
060505104BACBANK AMERICA CORP$2.7M0.09%52,611CommonNONE
833445109SNOWSNOWFLAKE INC$2.7M0.09%11,881CommonNONE
922908769VTIVANGUARD INDEX FDS$2.6M0.09%7,973CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$2.5M0.09%34,662CommonNONE
75513E101RTXRTX CORPORATION$2.5M0.09%14,670CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.5M0.09%25,701CommonNONE
46429B655FLOTISHARES TR$2.4M0.08%47,592CommonNONE
464287200IVVISHARES TR$2.4M0.08%3,630CommonNONE
464287622IWBISHARES TR$2.4M0.08%6,536CommonNONE
855244109SBUXSTARBUCKS CORP$2.0M0.07%23,498CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.9M0.07%3,362CommonNONE
922908744VTVVANGUARD INDEX FDS$1.9M0.07%10,130CommonNONE
464287309IVWISHARES TR$1.9M0.07%15,619CommonNONE
58733R102MELIMERCADOLIBRE INC$1.8M0.06%781CommonNONE
72352L106PINSPINTEREST INC$1.8M0.06%55,490CommonNONE
02209S103MOALTRIA GROUP INC$1.7M0.06%25,630CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.6M0.06%10,536CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.6M0.05%23,978CommonNONE
922908736VUGVANGUARD INDEX FDS$1.5M0.05%3,140CommonNONE
464287226AGGISHARES TR$1.5M0.05%14,468CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$1.4M0.05%6,281CommonNONE
369604301GEGE AEROSPACE$1.4M0.05%4,737CommonNONE
67061W104NAZNUVEEN ARIZONA QLTY MUN INC$1.4M0.05%118,776CommonNONE
172908105CTASCINTAS CORP$1.4M0.05%6,748CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.4M0.05%7,279CommonNONE
922908629VOVANGUARD INDEX FDS$1.4M0.05%4,620CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.3M0.05%15,246CommonNONE
512807306LRCXLAM RESEARCH CORP$1.3M0.05%9,912CommonNONE
09260D107BXBLACKSTONE INC$1.3M0.05%7,701CommonNONE
G54950103LINLINDE PLC$1.2M0.04%2,610CommonNONE
98149E303GLDMWORLD GOLD TR$1.2M0.04%16,051CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.2M0.04%13,595CommonNONE
548661107LOWLOWES COS INC$1.2M0.04%4,830CommonNONE
90353W103UIUBIQUITI INC$1.2M0.04%1,797CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$1.2M0.04%6,152CommonNONE
438516106HONHONEYWELL INTL INC$1.1M0.04%5,275CommonNONE
254687106DISDISNEY WALT CO$1.1M0.04%9,578CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.04%3,860CommonNONE
172967424CCITIGROUP INC$1.0M0.04%10,184CommonNONE
816851109SRESEMPRA$1.0M0.04%11,482CommonNONE
464287465EFAISHARES TR$1.0M0.04%11,026CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.0M0.04%3,920CommonNONE
78464A763SDYSPDR SERIES TRUST$1.0M0.03%7,167CommonNONE
92204A702VGTVANGUARD WORLD FD$1.0M0.03%1,340CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$987,1260.03%5,523CommonNONE
756109104OREALTY INCOME CORP$952,0110.03%15,661CommonNONE
00206R102TAT&T INC$894,6430.03%31,680CommonNONE
92189F437ANGLVANECK ETF TRUST$891,1270.03%29,974CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$870,4010.03%3,117CommonNONE
78463V107GLDSPDR GOLD TR$849,9290.03%2,391CommonNONE
464287614IWFISHARES TR$818,3190.03%1,747CommonNONE
464287176TIPISHARES TR$762,3080.03%6,854CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$757,8920.03%11,494CommonNONE
46428Q109SLVISHARES SILVER TR$755,4150.03%17,829CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.03%1CommonNONE
097023105BABOEING CO$746,6720.03%3,460CommonNONE
37954Y657PFFDGLOBAL X FDS$738,3590.03%38,001CommonNONE
72201R833MINTPIMCO ETF TR$732,9730.03%7,280CommonNONE
375558103GILDGILEAD SCIENCES INC$726,4010.03%6,544CommonNONE
032108664HACKAMPLIFY ETF TR$724,7200.03%8,349CommonNONE
778296103ROSTROSS STORES INC$718,8240.03%4,717CommonNONE
863667101SYKSTRYKER CORPORATION$712,7240.02%1,928CommonNONE
303250104FICOFAIR ISAAC CORP$710,8520.02%475CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$710,5970.02%1,166CommonNONE
002824100ABTABBOTT LABS$704,7290.02%5,262CommonNONE
78409V104SPGIS&P GLOBAL INC$693,7580.02%1,425CommonNONE
36828A101GEVGE VERNOVA INC$692,3770.02%1,126CommonNONE
219350105GLWCORNING INC$689,0230.02%8,400CommonNONE
244199105DEDEERE & CO$683,6820.02%1,495CommonNONE
101044105BOCBOSTON OMAHA CORP$681,1020.02%52,072CommonNONE
464288257ACWIISHARES TR$664,5360.02%4,807CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$663,9800.02%5,365CommonNONE
79466L302CRMSALESFORCE INC$655,6020.02%2,766CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$640,8450.02%8,253CommonNONE
842587107SOSOUTHERN CO$629,2980.02%6,640CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$629,1270.02%14,933CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$618,3030.02%10,319CommonNONE
464287523SOXXISHARES TR$612,1390.02%2,258CommonNONE
458140100INTCINTEL CORP$608,9630.02%18,151CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$603,5730.02%13,383CommonNONE
46432F339QUALISHARES TR$598,8660.02%3,079CommonNONE
231021106CMICUMMINS INC$596,9710.02%1,413CommonNONE
040413205ANETARISTA NETWORKS INC$582,8400.02%4,000CommonNONE
00724F101ADBEADOBE INC$577,4520.02%1,637CommonNONE
81762P102NOWSERVICENOW INC$576,0950.02%626CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$574,5450.02%33,268CommonNONE
48251W104KKRKKR & CO INC$573,2090.02%4,411CommonNONE
655844108NSCNORFOLK SOUTHN CORP$567,1740.02%1,888CommonNONE
337738108FISVFISERV INC$562,0060.02%4,359CommonNONE
46435G425ESGUISHARES TR$557,9670.02%3,832CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$552,8850.02%6,619CommonNONE
92939U106WECWEC ENERGY GROUP INC$552,2630.02%4,819CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$544,7220.02%18,713CommonNONE
29273V100ETENERGY TRANSFER L P$544,5860.02%31,736CommonNONE
78464A409SPYGSPDR SERIES TRUST$534,5690.02%5,115CommonNONE
824348106SHWSHERWIN WILLIAMS CO$521,0990.02%1,505CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$520,3160.02%1,122CommonNONE
617446448MSMORGAN STANLEY$513,7400.02%3,232CommonNONE
56035L104MAINMAIN STR CAP CORP$508,9440.02%8,004CommonNONE
713448108PEPPEPSICO INC$502,2900.02%3,577CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$487,0950.02%15,577CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$481,0660.02%2,325CommonNONE
14149Y108CAHCARDINAL HEALTH INC$477,0010.02%3,039CommonNONE
911363109URIUNITED RENTALS INC$475,1350.02%498CommonNONE
718172109PMPHILIP MORRIS INTL INC$474,4960.02%2,925CommonNONE
922907746VTEBVANGUARD MUN BD FDS$466,6350.02%9,320CommonNONE
46432F396MTUMISHARES TR$461,7430.02%1,801CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$457,6210.02%9,983CommonNONE
46436F103IAUMISHARES GOLD TR$456,7260.02%11,863CommonNONE
688239201OSKOSHKOSH CORP$453,9500.02%3,500CommonNONE
922908637VVVANGUARD INDEX FDS$452,6640.02%1,470CommonNONE
717081103PFEPFIZER INC$451,5170.02%17,720CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$443,3600.02%13,894CommonNONE
029899101AWRAMER STATES WTR CO$439,9200.02%6,000CommonNONE
49456B101KMIKINDER MORGAN INC DEL$436,8480.02%15,431CommonNONE
452308109ITWILLINOIS TOOL WKS INC$431,6690.02%1,655CommonNONE
025816109AXPAMERICAN EXPRESS CO$429,0620.01%1,292CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$419,6800.01%3,016CommonNONE
464287713IYZISHARES TR$417,2510.01%12,934CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$416,6800.01%5,500CommonNONE
83085C115SKYH/WSSKY HARBOUR GROUP CORPORATIO$416,4200.01%275,775CommonNONE
98389B100XELXCEL ENERGY INC$411,1010.01%5,097CommonNONE
032654105ADIANALOG DEVICES INC$398,2800.01%1,621CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$395,5490.01%1,983CommonNONE
94106L109WMWASTE MGMT INC DEL$393,6410.01%1,783CommonNONE
G5960L103MDTMEDTRONIC PLC$389,0550.01%4,085CommonNONE
464287804IJRISHARES TR$384,4920.01%3,236CommonNONE
55336V100MPLXMPLX LP$384,2660.01%7,693CommonNONE
92189F676SMHVANECK ETF TRUST$381,8610.01%1,170CommonNONE
20030N101CMCSACOMCAST CORP NEW$368,3050.01%11,722CommonNONE
464285204IAUISHARES GOLD TR$366,3970.01%5,035CommonNONE
29250N105ENBENBRIDGE INC$358,8720.01%7,112CommonNONE
637417106NNNNNN REIT INC$356,5420.01%8,375CommonNONE
464287507IJHISHARES TR$355,0140.01%5,440CommonNONE
56146T103MAMAMAMAS CREATIONS INC$344,4230.01%32,771CommonNONE
297178105ESSESSEX PPTY TR INC$339,5040.01%1,268CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$339,4440.01%2,797CommonNONE
872540109TJXTJX COS INC NEW$338,2240.01%2,340CommonNONE
670346105NUENUCOR CORP$337,3130.01%2,491CommonNONE
020002101ALLALLSTATE CORP$334,6610.01%1,559CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$333,6750.01%12,668CommonNONE
682680103OKEONEOK INC NEW$331,8680.01%4,548CommonNONE
46137V738PWVINVESCO EXCHANGE TRADED FD T$326,7810.01%5,011CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$322,3210.01%3,290CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$319,8940.01%2,244CommonNONE
126408103CSXCSX CORP$311,4940.01%8,772CommonNONE
125523100CITHE CIGNA GROUP$310,8440.01%1,078CommonNONE
00326A104SGOLETFS GOLD TR$309,8670.01%8,418CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$306,5260.01%4,115CommonNONE
78464A102XNTKSPDR SERIES TRUST$305,9870.01%1,124CommonNONE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$305,3120.01%18,076CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$304,3320.01%666CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$291,8960.01%4,960CommonNONE
G89479102TRMDTORM PLC$288,5770.01%13,995CommonNONE
25746U109DDOMINION ENERGY INC$286,7040.01%4,687CommonNONE
14040H105COFCAPITAL ONE FINL CORP$281,7270.01%1,325CommonNONE
872590104TMUST-MOBILE US INC$280,8100.01%1,173CommonNONE
464287150ITOTISHARES TR$273,2390.01%1,876CommonNONE
064058100BKBANK NEW YORK MELLON CORP$273,1880.01%2,507CommonNONE
464288448IDVISHARES TR$272,3680.01%7,452CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$271,9880.01%6,942CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$270,5270.01%6,053CommonNONE
209115104EDCONSOLIDATED EDISON INC$269,6900.01%2,683CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$267,5020.01%3,989CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$264,4620.01%6,156CommonNONE
46431W507NEARISHARES U S ETF TR$263,3230.01%5,135CommonNONE
05464C101AXONAXON ENTERPRISE INC$260,5030.01%363CommonNONE
464287598IWDISHARES TR$253,8770.01%1,247CommonNONE
92204A876VPUVANGUARD WORLD FD$250,9680.01%1,325CommonNONE
464287440IEFISHARES TR$248,7700.01%2,579CommonNONE
22052L104CTVACORTEVA INC$246,7710.01%3,649CommonNONE
16411R208LNGCHENIERE ENERGY INC$245,4560.01%1,045CommonNONE
67061E104NMTNUVEEN MASSACHUSETS QLT MUN$244,7780.01%21,011CommonNONE
615369105MCOMOODYS CORP$241,1550.01%506CommonNONE
98138H101WDAYWORKDAY INC$240,7300.01%1,000CommonNONE
78464A375SPIBSPDR SERIES TRUST$239,5680.01%7,069CommonNONE
110448107BTIBRITISH AMERN TOB PLC$239,5500.01%4,513CommonNONE
46432F842IEFAISHARES TR$239,2340.01%2,740CommonNONE
19248Y107PSFCOHEN & STEERS SELECT PFD &$237,8990.01%11,448CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$234,8660.01%9,135CommonNONE
461202103INTUINTUIT$232,8400.01%341CommonNONE
74348A467NOBLPROSHARES TR$232,7320.01%2,258CommonNONE
595112103MUMICRON TECHNOLOGY INC$229,6120.01%1,372CommonNONE
37045V100GMGENERAL MTRS CO$229,3260.01%3,761CommonNONE
72200W106PMLPIMCO MUN INCOME FD II$227,6870.01%28,785CommonNONE
88579Y101MMM3M CO$225,2120.01%1,451CommonNONE
817565104SCISERVICE CORP INTL$224,6940.01%2,700CommonNONE
651639106NEMNEWMONT CORP$223,6740.01%2,653CommonNONE
466313103JBLJABIL INC$222,8410.01%1,026CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$221,7010.01%755CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$220,5900.01%1,350CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$217,6780.01%5,540CommonNONE
D18190898DBDEUTSCHE BANK A G$217,0990.01%6,131CommonNONE
235851102DHRDANAHER CORPORATION$216,9620.01%1,094CommonNONE
609207105MDLZMONDELEZ INTL INC$216,7950.01%3,470CommonNONE
052769106ADSKAUTODESK INC$216,0160.01%680CommonNONE
88339J105TTDTHE TRADE DESK INC$215,6440.01%4,400CommonNONE
29084Q100EMEEMCOR GROUP INC$214,1960.01%330CommonNONE
387328107GVAGRANITE CONSTR INC$213,9270.01%1,951CommonNONE
30212P303EXPEEXPEDIA GROUP INC$213,7500.01%1,000CommonNONE
631103108NDAQNASDAQ INC$213,5180.01%2,414CommonNONE
550021109LULULULULEMON ATHLETICA INC$209,7790.01%1,179CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$208,3280.01%7,029CommonNONE
56585A102MPCMARATHON PETE CORP$207,9520.01%1,079CommonNONE
533535100LINCLINCOLN EDL SVCS CORP$205,6250.01%8,750CommonNONE
451107106IDAIDACORP INC$202,4540.01%1,532CommonNONE
90138F102TWLOTWILIO INC$200,5800.01%2,004CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$200,4290.01%3,721CommonNONE
83085C107SKYHSKY HARBOUR GROUP CORPORATIO$152,6690.01%15,468CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$140,3620.00%23,316CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$137,5630.00%16,776CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$132,7170.00%12,300CommonNONE
722014107PHKPIMCO HIGH INCOME FD$110,7470.00%22,194CommonNONE
72200X104RCSPIMCO STRATEGIC INCOME FD$91,0800.00%12,000CommonNONE
00091E109ABSIABSCI CORPORATION$79,7390.00%26,230CommonNONE
22544F103DHYCREDIT SUISSE HIGH YIELD CRE$72,1000.00%35,000CommonNONE
65373A109OMCCOLD MKT CAP CORP$69,0360.00%13,405CommonNONE
67066G104NVDANVIDIA CORPORATION$7,2250.00%100CALLNONE
104932108BRAND ENGAGEMENT NETWORK INC$5,8800.00%20,000CommonNONE

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.