MondegarAI
Matisse Capital

Q1 2026 · 13F-HR

Matisse Capitalholdings as filed

Filed 2026-05-08 · accession 0001668256-26-000003

$234.4M
Reported value
164
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Matisse Capital · Q1 2026

AI · grounded in 13F

Matisse Capital established a new position in XFLT with a $5.9M investment. The fund also opened new stakes in FSSL for $5.7M and PNI for $4.2M. Other activity included closing its position in KYN for $2.8M and trimming shares of SWZ by 33.2%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$9.1M3.90%36,023CommonSOLE
46434V621DGROISHARES TR$7.8M3.34%111,607CommonSOLE
72200N106XPCQXPIMCO CALIF MUN INCOME FD$7.4M3.17%866,413CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$6.0M2.54%26,077CommonSOLE
98400T304XFLTXAI OCTAGN FLT RAT & ALT INM$5.9M2.52%344,096CommonSOLE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$5.8M2.47%1,134,000CommonSOLE
644323107FSSLFS SPECIALTY LENDING FD$5.7M2.41%452,200CommonSOLE
874036106TWNTAIWAN FD INC$5.5M2.36%84,000CommonSOLE
594918104MSFTMICROSOFT CORP$5.3M2.27%14,358CommonSOLE
592835102MXFMEXICO FD INC$4.3M1.83%205,000CommonSOLE
72200Y102PNIPIMCO NEW YORK MUN FD II$4.2M1.81%618,726CommonSOLE
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$4.2M1.80%903,840CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.1M1.74%19,130CommonSOLE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$4.1M1.74%246,000CommonSOLE
09260Q108BTXBLACKROCK TECH AND PRIVATE E$3.9M1.67%593,000CommonSOLE
78081T104RGTROYCE GLOBAL TRUST INC$3.9M1.66%291,000CommonSOLE
02079K305GOOGLALPHABET INC$3.7M1.59%12,975CommonSOLE
500634209KFKOREA FD INC$3.7M1.58%82,265CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$3.7M1.58%216,000CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC$3.6M1.55%342,000CommonSOLE
43010T104HGLBHIGHLAND GLOBAL ALLOCATION F$3.6M1.52%443,000CommonSOLE
43010E404HFROHIGHLAND OPPS & INCOME FD$3.5M1.50%617,000CommonSOLE
25065A502DMADESTRA MULTI-ALTERNATIVE FD$3.3M1.43%412,000CommonSOLE
155123102CETCENTRAL SECS CORP$3.2M1.38%65,000CommonSOLE
617468103XCAFXMORGAN STANLEY CHINA A SH FD$3.1M1.33%178,100CommonSOLE
592834105MXEMEXICO EQUITY & INCOME FD$3.1M1.31%237,827CommonSOLE
922908595VBKVANGUARD INDEX FDS$2.9M1.23%9,554CommonSOLE
18914E106GLOCLOUGH GLOBAL OPPORTUNITIES$2.5M1.08%456,547CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$2.5M1.06%32,186CommonSOLE
870875101SWZTOTAL RETURN SECURITIES FUND$2.4M1.03%407,269CommonSOLE
023135106AMZNAMAZON COM INC$2.4M1.00%11,305CommonSOLE
922908611VBRVANGUARD INDEX FDS$2.3M0.99%10,652CommonSOLE
36828A101GEVGE VERNOVA INC$2.3M0.97%2,613CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$1.9M0.83%230,000CommonSOLE
46131H107VVRINVESCO SR INCOME TR$1.9M0.82%600,000CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$1.9M0.80%250,000CommonSOLE
298768102EEAEUROPEAN EQUITY FD INC$1.9M0.79%188,070CommonSOLE
09257D102BGXBLACKSTONE LONG SHORT CR INC$1.9M0.79%170,000CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$1.9M0.79%81,562CommonSOLE
30303M102METAMETA PLATFORMS INC$1.8M0.77%3,147CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M0.76%10,474CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.75%6,140CommonSOLE
24610T108VFLABRDN NATL MUN INCOME FD$1.7M0.74%174,693CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$1.7M0.74%44,100CommonSOLE
64133Q108NBXGNEUBERGER NEXT GENERATION$1.7M0.71%129,790CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.71%3,480CommonSOLE
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$1.5M0.65%314,469CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.5M0.65%8,738CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.4M0.62%25,443CommonSOLE
18913Y103GLVCLOUGH GLOBAL DIVID & INCOME$1.4M0.61%240,785CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.4M0.61%4,837CommonSOLE
25434V740DFEVDIMENSIONAL ETF TRUST$1.4M0.61%39,760CommonSOLE
G29183103ETNEATON CORP PLC$1.4M0.60%3,959CommonSOLE
31423P108FMNFEDERATED HERMES PREM MUNI I$1.4M0.60%128,815CommonSOLE
64124P101NBHNEUBERGER MUN FD INC$1.4M0.59%135,900CommonSOLE
464288281EMBISHARES TR$1.3M0.58%14,355CommonSOLE
931142103WMTWALMART INC$1.3M0.56%10,628CommonSOLE
464287234EEMISHARES TR$1.3M0.56%22,990CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$1.3M0.54%9,705CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.3M0.54%1,273CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.2M0.53%16,142CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.2M0.52%3,635CommonSOLE
10537L104BWGBRANDYWINEGBL GBL INCM OPP F$1.1M0.48%145,866CommonSOLE
92826C839VVISA INC$1.1M0.47%3,641CommonSOLE
032654105ADIANALOG DEVICES INC$1.1M0.46%3,406CommonSOLE
00766T100ACMAECOM$1.1M0.46%12,611CommonSOLE
31428X106FDXFEDEX CORP$997,3040.43%2,800CommonSOLE
654106103NKENIKE INC$985,5160.42%18,658CommonSOLE
09290D101BLKBLACKROCK INC$904,0070.39%940CommonSOLE
64110D104NTAPNETAPP INC$890,6910.38%8,699CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$829,6700.35%18,315CommonSOLE
09254L107MUCBLACKROCK MUNIHLDNGS CALI$817,4400.35%78,600CommonSOLE
78462F953SPYSTATE STR SPDR S&P 500 ETF T$808,8720.35%557PUTSOLE
46435G326IDEVISHARES TR$804,9460.34%9,632CommonSOLE
67077M108NTRNUTRIEN LTD$773,9180.33%10,256CommonSOLE
G8473T100STESTERIS PLC$751,1790.32%3,397CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$734,0850.31%46,227CommonSOLE
548661107LOWLOWES COS INC$733,1770.31%3,103CommonSOLE
244199105DEDEERE & CO$720,4610.31%1,279CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$719,4900.31%11,228CommonSOLE
301505731THNQEXCHANGE TRADED CONCEPTS TRU$710,0280.30%12,032CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$694,2960.30%5,534CommonSOLE
97717W281DGSWISDOMTREE TR$692,2320.30%11,518CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$691,0270.29%8,813CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$688,4000.29%1,139CommonSOLE
922908363VOOVANGUARD INDEX FDS$686,0680.29%1,148CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$685,6220.29%71,419CommonSOLE
92204A405VFHVANGUARD WORLD FD$677,8650.29%5,611CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$673,0420.29%1,347CommonSOLE
92189H300EMLCVANECK ETF TRUST$625,2390.27%24,900CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNI INC$622,2540.27%49,190CommonSOLE
153436100CEECENTRAL & EASTERN EUROPE FD$622,1090.27%33,995CommonSOLE
92840M102VSTVISTRA CORP$608,8370.26%4,050CommonSOLE
747525103QCOMQUALCOMM INC$608,7430.26%4,727CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$574,4670.25%883CommonSOLE
907818108UNPUNION PAC CORP$557,0560.24%2,296CommonSOLE
577125826MINVMATTHEWS ASIA FDS$549,5810.23%14,447CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$539,8970.23%9,724CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$539,8490.23%67,229CommonSOLE
166764100CVXCHEVRON CORPORATION$529,0520.23%2,557CommonSOLE
437076102HDHOME DEPOT INC$526,8820.22%1,602CommonSOLE
18914C100XGLQXCLOUGH GLOBAL EQUITY FD$497,0920.21%66,015CommonSOLE
458140100INTCINTEL CORP$486,1800.21%11,017CommonSOLE
260003108DOVDOVER CORP$476,9340.20%2,288CommonSOLE
126408103CSXCSX CORP$462,7160.20%11,272CommonSOLE
478160104JNJJOHNSON & JOHNSON$449,6100.19%1,839CommonSOLE
78518H202BRWSABA CAPITAL INCOME & OPRNT$440,3450.19%65,333CommonSOLE
577125818MEMMATTHEWS ASIA FDS$434,5610.19%11,700CommonSOLE
26922A420QTUMETF SER SOLUTIONS$433,7400.19%4,042CommonSOLE
17275R102CSCOCISCO SYS INC$430,9690.18%5,554CommonSOLE
95766Q106XWIAXWESTERN ASSET INFLT LNK INC$430,2920.18%53,254CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$422,5410.18%6,300CommonSOLE
670972108XNQPXNUVEEN PA INVT QUALITY MUN F$410,8690.18%34,440CommonSOLE
46435U556ARTYISHARES TR$408,4380.17%8,778CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$384,1330.16%7,107CommonSOLE
59318B108CXHMFS INVT GRADE MUN TR$383,5040.16%47,998CommonSOLE
097023204BA 6 10/15/27BOEING CO$382,7920.16%5,900CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$380,3280.16%2,600CommonSOLE
464287598IWDISHARES TR$376,9780.16%1,764CommonSOLE
N07059210ASMLASML HLDG NV$376,4370.16%285CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$369,4600.16%7,000CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$369,2950.16%9,503CommonSOLE
093712107BEBLOOM ENERGY CORP$365,8230.16%2,700CommonSOLE
46222L108IONQIONQ INC$360,2310.15%12,495CommonSOLE
59318E102CMUMFS HIGH YIELD MUN TR$353,3890.15%98,712CommonSOLE
464287200IVVISHARES TR$351,4270.15%538CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$348,7720.15%2,940CommonSOLE
46090E103QQQINVESCO QQQ TR$347,6950.15%602CommonSOLE
369550108GDGENERAL DYNAMICS CORP$343,2200.15%1,000CommonSOLE
717081103PFEPFIZER INC$342,6040.15%12,201CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$340,7110.15%2,337CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$338,7330.14%46,723CommonSOLE
464287614IWFISHARES TR$334,7240.14%785CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$333,5330.14%13,336CommonSOLE
000361105AIRAAR CORP$328,3800.14%3,000CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$328,0020.14%9,687CommonSOLE
922908736VUGVANGUARD INDEX FDS$326,2820.14%747CommonSOLE
92204A702VGTVANGUARD WORLD FD$321,4020.14%461CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$317,0800.14%4,000CommonSOLE
35473P611FLIAFRANKLIN TEMPLETON ETF TR$316,0560.13%15,600CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$312,2620.13%6,778CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$311,2200.13%6,500CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$304,9610.13%2,205CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$304,1080.13%39,649CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$303,9840.13%7,200CommonSOLE
855244109SBUXSTARBUCKS CORP$296,9010.13%3,314CommonSOLE
00181T107GOLDGOLD COM INC$291,3820.12%7,270CommonSOLE
532457108LLYELI LILLY & CO$277,9290.12%302CommonSOLE
88160R101TSLATESLA INC$275,4670.12%741CommonSOLE
59318D104CXEMFS HIGH INCOME MUN TR$271,1640.12%73,090CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$265,3910.11%389CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$260,2900.11%1,000CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$259,3280.11%8,503CommonSOLE
922908769VTIVANGUARD INDEX FDS$247,0240.11%770CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$245,5410.10%1,013CommonSOLE
922908751VBVANGUARD INDEX FDS$243,0620.10%928CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$236,4720.10%4,023CommonSOLE
742718109PGPROCTER & GAMBLE CO$234,1370.10%1,621CommonSOLE
464287556IBBISHARES TR$221,3890.09%1,311CommonSOLE
902973304USBUS BANCORP$218,3380.09%4,198CommonSOLE
68389X105ORCLORACLE CORP$201,8350.09%1,372CommonSOLE
552738106MFMMFS MUN INCOME TR$147,7510.06%27,412CommonSOLE
361570104GDLGDL FD$141,1690.06%16,947CommonSOLE
27826S103EVFEATON VANCE SR INCOME TR$137,3600.06%27,527CommonSOLE

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.