MondegarAI
Fiduciary Group, LLC

Q2 2025 · 13F-HR

Fiduciary Group, LLCholdings as filed

Filed 2025-08-13 · accession 0001645890-25-000004

$1.06B
Reported value
285
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Fiduciary Group, LLC · Q2 2025

AI · grounded in 13F

Fiduciary Group, LLC established a new position in MSFT valued at $46.3M. The fund also initiated new stakes in AAPL for $46.3M and VOO for $45M. Additional new positions include SHY at $30M and GOOG at $29.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$46.3M4.36%93,120CommonSOLE
037833100AAPLAPPLE INC$46.3M4.35%225,501CommonSOLE
922908363VOOVANGUARD INDEX FDS$45.0M4.23%79,134CommonSOLE
464287457SHYISHARES TR$30.0M2.83%362,380CommonSOLE
02079K107GOOGALPHABET INC$29.7M2.80%167,476CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$26.6M2.50%91,665CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$26.5M2.49%54,502CommonSOLE
464287226AGGISHARES TR$25.5M2.40%257,135CommonSOLE
615369105MCOMOODYS CORP$23.3M2.19%46,452CommonSOLE
023135106AMZNAMAZON COM INC$22.8M2.15%103,959CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$22.8M2.14%399,571CommonSOLE
464288646IGSBISHARES TR$21.8M2.05%413,557CommonSOLE
931142103WMTWALMART INC$18.8M1.77%192,168CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$17.0M1.60%82,912CommonSOLE
92826C839VVISA INC$15.6M1.47%43,856CommonSOLE
67066G104NVDANVIDIA CORPORATION$13.3M1.25%84,172CommonSOLE
69344A834PAAAPGIM ETF TR$13.2M1.24%256,521CommonSOLE
478160104JNJJOHNSON & JOHNSON$13.1M1.23%85,812CommonSOLE
437076102HDHOME DEPOT INC$13.0M1.22%35,387CommonSOLE
254687106DISDISNEY WALT CO$12.6M1.19%101,546CommonSOLE
907818108UNPUNION PAC CORP$12.5M1.18%54,509CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$12.3M1.16%22,623CommonSOLE
75513E101RTXRTX CORPORATION$12.3M1.16%84,101CommonSOLE
30303M102METAMETA PLATFORMS INC$11.6M1.09%15,655CommonSOLE
922908652VXFVANGUARD INDEX FDS$11.1M1.05%57,678CommonSOLE
78468R101SPTSSPDR SERIES TRUST$11.0M1.04%376,841CommonSOLE
02079K305GOOGLALPHABET INC$10.3M0.97%58,708CommonSOLE
464287804IJRISHARES TR$10.2M0.96%93,231CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$9.9M0.93%17,651CommonSOLE
68389X105ORCLORACLE CORP$9.9M0.93%45,197CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$9.6M0.90%112,857CommonSOLE
713448108PEPPEPSICO INC$9.4M0.88%71,158CommonSOLE
842587107SOSOUTHERN CO$8.8M0.83%96,142CommonSOLE
031162100AMGNAMGEN INC$8.8M0.83%31,522CommonSOLE
191216100KOCOCA COLA CO$8.1M0.76%114,640CommonSOLE
G0403H108AONAON PLC$7.8M0.74%21,907CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7.4M0.70%7,499CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$7.4M0.70%33,478CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$7.3M0.69%147,307CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7.3M0.68%28,734CommonSOLE
464287507IJHISHARES TR$7.1M0.67%114,256CommonSOLE
97717X669DGRWWISDOMTREE TR$7.1M0.67%84,417CommonSOLE
438516106HONHONEYWELL INTL INC$7.1M0.66%30,325CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6.9M0.65%43,613CommonSOLE
855244109SBUXSTARBUCKS CORP$6.8M0.64%74,322CommonSOLE
025816109AXPAMERICAN EXPRESS CO$6.8M0.64%21,344CommonSOLE
09260D107BXBLACKSTONE INC$6.8M0.64%45,283CommonSOLE
285512109EAELECTRONIC ARTS INC$6.4M0.60%40,202CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.7M0.54%132,716CommonSOLE
532457108LLYELI LILLY & CO$5.7M0.54%7,325CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.7M0.53%52,479CommonSOLE
882508104TXNTEXAS INSTRS INC$5.3M0.50%25,414CommonSOLE
464289438IWYISHARES TR$5.1M0.48%20,616CommonSOLE
464287200IVVISHARES TR$5.1M0.48%8,134CommonSOLE
060505104BACBANK AMERICA CORP$4.9M0.47%104,452CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$4.9M0.46%37,016CommonSOLE
46432F842IEFAISHARES TR$4.9M0.46%58,839CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$4.5M0.43%33,594CommonSOLE
00287Y109ABBVABBVIE INC$4.5M0.42%24,088CommonSOLE
571903202MARMARRIOTT INTL INC NEW$4.4M0.42%16,202CommonSOLE
235851102DHRDANAHER CORPORATION$4.4M0.42%22,357CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.3M0.41%62,806CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.3M0.41%120,927CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.2M0.39%13,508CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$4.0M0.37%49,478CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.9M0.37%49,254CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.9M0.37%12,785CommonSOLE
00206R102TAT&T INC$3.9M0.36%133,250CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3.9M0.36%23,977CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.8M0.36%42,068CommonSOLE
570535104MKLMARKEL GROUP INC$3.8M0.36%1,913CommonSOLE
46432F859ISTBISHARES TR$3.8M0.36%78,377CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$3.7M0.35%17,057CommonSOLE
046353108AZNNASTRAZENECA PLC$3.6M0.34%51,427CommonSOLE
N07059210ASMLASML HOLDING N V$3.6M0.34%4,470CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$3.5M0.33%43,151CommonSOLE
41151J885OSEAHARBOR ETF TRUST$3.5M0.33%119,238CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$3.5M0.33%23,519CommonSOLE
032095101APHAMPHENOL CORP NEW$3.4M0.32%34,933CommonSOLE
78468R853SPSMSPDR SERIES TRUST$3.4M0.32%80,499CommonSOLE
717081103PFEPFIZER INC$3.3M0.31%136,373CommonSOLE
654106103NKENIKE INC$3.3M0.31%46,206CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.3M0.31%11,589CommonSOLE
09290D101BLKBLACKROCK INC$3.0M0.28%2,822CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.0M0.28%11,951CommonSOLE
G29183103ETNEATON CORP PLC$3.0M0.28%8,266CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2.7M0.25%4,765CommonSOLE
29444U700EQIXEQUINIX INC$2.7M0.25%3,395CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$2.6M0.25%24,099CommonSOLE
00724F101ADBEADOBE INC$2.6M0.25%6,759CommonSOLE
189054109CLXCLOROX CO DEL$2.6M0.24%21,271CommonSOLE
580135101MCDMCDONALDS CORP$2.5M0.23%8,452CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.4M0.23%13,467CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.4M0.23%14,115CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.4M0.23%8,157CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$2.4M0.22%29,991CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.3M0.22%44,138CommonSOLE
166764100CVXCHEVRON CORP NEW$2.3M0.21%15,816CommonSOLE
002824100ABTABBOTT LABS$2.2M0.21%16,335CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.2M0.21%8,644CommonSOLE
25754A201DPZDOMINOS PIZZA INC$2.1M0.20%4,636CommonSOLE
46429B663HDVISHARES TR$2.1M0.20%17,700CommonSOLE
244199105DEDEERE & CO$2.0M0.19%3,943CommonSOLE
46434G103IEMGISHARES INC$2.0M0.19%33,025CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.0M0.19%6,776CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.0M0.19%10,839CommonSOLE
548661107LOWLOWES COS INC$2.0M0.18%8,844CommonSOLE
001055102AFLAFLAC INC$1.9M0.18%18,445CommonSOLE
11135F101AVGOBROADCOM INC$1.9M0.18%6,970CommonSOLE
17275R102CSCOCISCO SYS INC$1.9M0.18%27,406CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.9M0.18%23,694CommonSOLE
872540109TJXTJX COS INC NEW$1.9M0.18%15,197CommonSOLE
37954Y483QYLDGLOBAL X FDS$1.8M0.17%109,099CommonSOLE
863667101SYKSTRYKER CORPORATION$1.7M0.16%4,384CommonSOLE
58933Y105MRKMERCK & CO INC$1.7M0.16%21,365CommonSOLE
872590104TMUST-MOBILE US INC$1.7M0.16%7,067CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$1.7M0.16%19,082CommonSOLE
369604301GEGE AEROSPACE$1.7M0.16%6,463CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$1.7M0.16%69,686CommonSOLE
81762P102NOWSERVICENOW INC$1.7M0.16%1,611CommonSOLE
422806208HEI/AHEICO CORP NEW$1.6M0.15%6,322CommonSOLE
231021106CMICUMMINS INC$1.6M0.15%4,977CommonSOLE
00508Y102AYIACUITY INC$1.6M0.15%5,433CommonSOLE
79466L302CRMSALESFORCE INC$1.6M0.15%5,911CommonSOLE
78464A847SPMDSPDR SERIES TRUST$1.6M0.15%29,485CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.6M0.15%5,194CommonSOLE
46434V621DGROISHARES TR$1.5M0.14%23,231CommonSOLE
747525103QCOMQUALCOMM INC$1.5M0.14%9,301CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M0.14%2CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$1.5M0.14%47,218CommonSOLE
126408103CSXCSX CORP$1.4M0.14%44,286CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.4M0.14%17,818CommonSOLE
58155Q103MCKMCKESSON CORP$1.4M0.13%1,873CommonSOLE
49177J102KVUEKENVUE INC$1.4M0.13%64,890CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.4M0.13%12,783CommonSOLE
H1467J104CBCHUBB LIMITED$1.3M0.13%4,605CommonSOLE
902973304USBUS BANCORP DEL$1.3M0.12%29,093CommonSOLE
032654105ADIANALOG DEVICES INC$1.3M0.12%5,316CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.3M0.12%17,066CommonSOLE
29273V100ETENERGY TRANSFER L P$1.2M0.12%68,319CommonSOLE
311900104FASTFASTENAL CO$1.2M0.12%29,340CommonSOLE
46090E103QQQINVESCO QQQ TR$1.2M0.11%2,198CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.2M0.11%13,223CommonSOLE
125523100CITHE CIGNA GROUP$1.2M0.11%3,615CommonSOLE
291011104EMREMERSON ELEC CO$1.2M0.11%8,928CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.11%2,534CommonSOLE
665859104NTRSNORTHERN TR CORP$1.2M0.11%9,163CommonSOLE
31428X106FDXFEDEX CORP$1.2M0.11%5,108CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.1M0.11%5,601CommonSOLE
48251W104KKRKKR & CO INC$1.1M0.11%8,600CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.11%3,614CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.11%11,153CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$1.1M0.11%27,007CommonSOLE
92204A306VDEVANGUARD WORLD FD$1.1M0.10%9,001CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.1M0.10%34,018CommonSOLE
464287101OEFISHARES TR$1.0M0.10%3,394CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.0M0.10%1,635CommonSOLE
609207105MDLZMONDELEZ INTL INC$997,6400.09%14,793CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$980,2100.09%50,920CommonSOLE
097023105BABOEING CO$955,6660.09%4,561CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$906,2660.09%6,388CommonSOLE
294429105EFXEQUIFAX INC$897,6800.08%3,461CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$896,3280.08%7,596CommonSOLE
718546104PSXPHILLIPS 66$889,2620.08%7,454CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$888,6460.08%6,893CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$882,4260.08%19,063CommonSOLE
149123101CATCATERPILLAR INC$882,2150.08%2,273CommonSOLE
02209S103MOALTRIA GROUP INC$872,2970.08%14,878CommonSOLE
36828A101GEVGE VERNOVA INC$837,1150.08%1,582CommonSOLE
G5960L103MDTMEDTRONIC PLC$824,4540.08%9,458CommonSOLE
384802104GWWGRAINGER W W INC$806,1860.08%775CommonSOLE
46429B697USMVISHARES TR$805,3110.08%8,579CommonSOLE
922908736VUGVANGUARD INDEX FDS$768,9030.07%1,754CommonSOLE
46284V101IRMIRON MTN INC DEL$717,9900.07%7,000CommonSOLE
04010L103ARCCARES CAPITAL CORP$687,6330.06%31,313CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$686,0100.06%9,373CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$684,0190.06%12,032CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$677,1110.06%1,548CommonSOLE
704326107PAYXPAYCHEX INC$673,9160.06%4,633CommonSOLE
372460105GPCGENUINE PARTS CO$665,1430.06%5,483CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$661,8050.06%46,151CommonSOLE
743315103PGRPROGRESSIVE CORP$653,5400.06%2,449CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$635,0520.06%4,400CommonSOLE
31609A404FENIFIDELITY COVINGTON TRUST$609,2750.06%18,319CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$593,1690.06%29,555CommonSOLE
89832Q109TFCTRUIST FINL CORP$574,2600.05%13,358CommonSOLE
464287168DVYISHARES TR$566,2700.05%4,264CommonSOLE
88579Y101MMM3M CO$558,2640.05%3,667CommonSOLE
65339F101NEENEXTERA ENERGY INC$550,2230.05%7,926CommonSOLE
29476L107EQREQUITY RESIDENTIAL$546,8040.05%8,102CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$544,1890.05%94CommonSOLE
97717W307DLNWISDOMTREE TR$542,6570.05%6,606CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$529,1720.05%7,715CommonSOLE
00162Q452AMLPALPS ETF TR$525,2450.05%10,750CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$516,1240.05%17,555CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$515,6530.05%21,924CommonSOLE
922908744VTVVANGUARD INDEX FDS$514,2860.05%2,910CommonSOLE
78468R796SPYXSPDR SERIES TRUST$507,8740.05%9,972CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$503,4800.05%1,007CommonSOLE
806407102HSICHENRY SCHEIN INC$490,3120.05%6,712CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$482,3510.05%5,730CommonSOLE
20825C104COPCONOCOPHILLIPS$481,9890.05%5,371CommonSOLE
78409V104SPGIS&P GLOBAL INC$480,3610.05%911CommonSOLE
14316J108CGCARLYLE GROUP INC$462,6000.04%9,000CommonSOLE
74340W103PLDPROLOGIS INC.$458,1130.04%4,358CommonSOLE
92790A405SEIXVIRTUS ETF TR II$446,2260.04%18,940CommonSOLE
260557103DOWDOW INC$438,0840.04%16,544CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$436,8930.04%1,633CommonSOLE
56035L104MAINMAIN STR CAP CORP$434,5780.04%7,353CommonSOLE
25746U109DDOMINION ENERGY INC$429,1000.04%7,592CommonSOLE
595112103MUMICRON TECHNOLOGY INC$428,0470.04%3,473CommonSOLE
370334104GISGENERAL MLS INC$425,1010.04%8,205CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$419,6960.04%593CommonSOLE
464288448IDVISHARES TR$416,9140.04%12,081CommonSOLE
78464A474SPSBSPDR SERIES TRUST$390,1450.04%12,923CommonSOLE
922908637VVVANGUARD INDEX FDS$385,7260.04%1,352CommonSOLE
29250N105ENBENBRIDGE INC$385,0390.04%8,496CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$384,7920.04%3,886CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$384,5750.04%4,221CommonSOLE
464287655IWMISHARES TR$377,8420.04%1,751CommonSOLE
26923G822PFFAETFIS SER TR I$367,8370.03%17,659CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$365,6400.03%4,272CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$351,0090.03%9,070CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$347,2610.03%2,702CommonSOLE
458140100INTCINTEL CORP$343,6380.03%15,341CommonSOLE
682680103OKEONEOK INC NEW$342,8460.03%4,200CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$341,3310.03%1,503CommonSOLE
891160509TDTORONTO DOMINION BK ONT$341,1090.03%4,644CommonSOLE
460146103IPINTERNATIONAL PAPER CO$340,4070.03%7,269CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$336,7290.03%2,373CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$328,5700.03%25,120CommonSOLE
G54950103LINLINDE PLC$328,4260.03%700CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$323,9690.03%4,265CommonSOLE
464287465EFAISHARES TR$323,6370.03%3,621CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$322,5270.03%14,594CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$318,0330.03%1,706CommonSOLE
12740C103CADECADENCE BANK$317,7210.03%9,935CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$310,7730.03%405CommonSOLE
22052L104CTVACORTEVA INC$307,8090.03%4,130CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$305,3480.03%2,071CommonSOLE
337738108FISVFISERV INC$305,1660.03%1,770CommonSOLE
020002101ALLALLSTATE CORP$303,7770.03%1,509CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$303,4460.03%1,752CommonSOLE
64110L106NFLXNETFLIX INC$302,6430.03%226CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$301,0080.03%1,200CommonSOLE
219350105GLWCORNING INC$296,3970.03%5,636CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$295,1760.03%1,757CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$287,1550.03%3,023CommonSOLE
780087102RYROYAL BK CDA$283,8290.03%2,158CommonSOLE
78464A409SPYGSPDR SERIES TRUST$278,3340.03%2,920CommonSOLE
464287614IWFISHARES TR$272,1560.03%641CommonSOLE
071813109BAXBAXTER INTL INC$271,6120.03%8,970CommonSOLE
H2906T109GRMNGARMIN LTD$271,3360.03%1,300CommonSOLE
78464A854SPYMSPDR SERIES TRUST$269,3890.03%3,706CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$268,0490.03%6,565CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$266,5210.03%12,740CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$255,9500.02%1,203CommonSOLE
78464A508SPYVSPDR SERIES TRUST$255,6920.02%4,885CommonSOLE
744320102PRUPRUDENTIAL FINL INC$249,9050.02%2,326CommonSOLE
904767704UNILEVER PLC$244,3740.02%3,995CommonSOLE
94106L109WMWASTE MGMT INC DEL$241,2640.02%1,054CommonSOLE
253868103DLRDIGITAL RLTY TR INC$239,7040.02%1,375CommonSOLE
422806109HEIHEICO CORP NEW$236,4880.02%721CommonSOLE
464287408IVEISHARES TR$236,4690.02%1,210CommonSOLE
78464A763SDYSPDR SERIES TRUST$235,9060.02%1,738CommonSOLE
610335101MRCCMONROE CAP CORP$235,3200.02%37,000CommonSOLE
988498101YUMYUM BRANDS INC$234,7170.02%1,584CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$233,3560.02%2,249CommonSOLE
780259305SHELSHELL PLC$231,3670.02%3,286CommonSOLE
25243Q205DEODIAGEO PLC$220,9400.02%2,191CommonSOLE
316092113FELCFIDELITY COVINGTON TRUST$218,2730.02%6,329CommonSOLE
464287499IWRISHARES TR$217,7850.02%2,368CommonSOLE
56585A102MPCMARATHON PETE CORP$215,2790.02%1,296CommonSOLE
464285204IAUISHARES GOLD TR$214,2070.02%3,435CommonSOLE
464287721IYWISHARES TR$212,0820.02%1,224CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$210,1360.02%612CommonSOLE
58733R102MELIMERCADOLIBRE INC$206,4770.02%79CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$202,1870.02%7,630CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$201,8030.02%891CommonSOLE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$198,9750.02%10,629CommonSOLE
376549101LANDGLADSTONE LD CORP$140,7200.01%13,837CommonSOLE
00130H105AESAES CORP$131,5000.01%12,500CommonSOLE
76882G107OPPRIVERNORTH DOUBLELINE STRATE$103,4550.01%12,100CommonSOLE
12504G100IGRCBRE GBL REAL ESTATE INC FD$84,3910.01%15,953CommonSOLE
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$69,8010.01%12,950CommonSOLE

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.