MondegarAI
Fox Hill Wealth Management

Q2 2024 · 13F-HR

Fox Hill Wealth Managementholdings as filed

Filed 2024-08-07 · accession 0001754960-24-000394

$163.4M
Reported value
132
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$18.6M11.4%41,637CommonNONE
67066G104NVDANVIDIA CORPORATION$10.1M6.21%82,097CommonNONE
532457108LLYELI LILLY & CO$9.6M5.90%10,646CommonNONE
037833100AAPLAPPLE INC$8.4M5.16%40,063CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.6M3.40%6,543CommonNONE
00724F101ADBEADOBE INC$4.6M2.84%8,354CommonNONE
023135106AMZNAMAZON COM INC$4.3M2.63%22,238CommonNONE
670100205NVONOVO-NORDISK A S$4.1M2.48%28,438CommonNONE
78463V107GLDSPDR GOLD TR$3.9M2.38%18,088CommonNONE
64110L106NFLXNETFLIX INC$3.7M2.27%5,493CommonNONE
30303M102METAMETA PLATFORMS INC$3.5M2.17%7,032CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.2M1.96%8,351CommonNONE
040413106ANETEURARISTA NETWORKS INC$3.0M1.82%8,481CommonNONE
02079K107GOOGALPHABET INC$2.6M1.61%14,349CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.4M1.48%7,156CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.4M1.46%5,880CommonNONE
149123101CATCATERPILLAR INC$2.4M1.46%7,158CommonNONE
872540109TJXTJX COS INC NEW$2.4M1.45%21,512CommonNONE
148929102CAVACAVA GROUP INC$2.3M1.40%24,646CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2.2M1.34%10,207CommonNONE
23918K108DVADAVITA INC$2.2M1.33%15,734CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$2.2M1.32%56,332CommonNONE
032095101APHAMPHENOL CORP NEW$2.1M1.29%31,291CommonNONE
464287176TIPISHARES TR$2.0M1.23%18,776CommonNONE
92840M102VSTVISTRA CORP$2.0M1.20%22,764CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.9M1.17%19,117CommonNONE
58155Q103MCKMCKESSON CORP$1.9M1.15%3,223CommonNONE
68389X105ORCLORACLE CORP$1.8M1.07%12,414CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.8M1.07%3,752CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.6M1.01%26,240CommonNONE
46428Q109SLVISHARES SILVER TR$1.6M0.96%58,846CommonNONE
002824100ABTABBOTT LABS$1.5M0.91%14,387CommonNONE
11135F101AVGOBROADCOM INC$1.5M0.91%930CommonNONE
65473P105NINISOURCE INC$1.4M0.88%49,986CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.4M0.86%19,123CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.4M0.83%19,868CommonNONE
464287168DVYISHARES TR$1.3M0.82%11,063CommonNONE
816851109SRESEMPRA$1.3M0.81%17,424CommonNONE
N3167Y103RACEFERRARI N V$1.3M0.80%3,214CommonNONE
023608102AEEAMEREN CORP$1.3M0.79%18,207CommonNONE
65339F101NEENEXTERA ENERGY INC$1.3M0.79%18,275CommonNONE
736508847PORPORTLAND GEN ELEC CO$1.3M0.77%29,068CommonNONE
92939U106WECWEC ENERGY GROUP INC$1.2M0.76%15,873CommonNONE
29364G103ETRENTERGY CORP NEW$1.2M0.73%11,171CommonNONE
92189F676SMHVANECK ETF TRUST$1.1M0.67%4,207CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.66%5,933CommonNONE
34959E109FTNTFORTINET INC$1.0M0.62%16,709CommonNONE
931142103WMTWALMART INC$995,0230.61%14,695CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$851,4100.52%1,953CommonNONE
478160104JNJJOHNSON & JOHNSON$802,7110.49%5,492CommonNONE
464288372IGFISHARES TR$801,3820.49%16,723CommonNONE
580135101MCDMCDONALDS CORP$751,0880.46%2,947CommonNONE
166764100CVXCHEVRON CORP NEW$653,7760.40%4,180CommonNONE
78464A755XMESPDR SER TR$644,8800.39%10,869CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$642,5620.39%3,715CommonNONE
674599105OXYOCCIDENTAL PETE CORP$623,1150.38%9,886CommonNONE
235851102DHRDANAHER CORPORATION$602,1390.37%2,410CommonNONE
742718109PGPROCTER AND GAMBLE CO$576,4310.35%3,495CommonNONE
75513E101RTXRTX CORPORATION$559,5740.34%5,574CommonNONE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$558,7970.34%164,000CommonNONE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$495,9680.30%496,000CommonNONE
74347B235DOGPROSHARES TR$495,3410.30%17,152CommonNONE
025072364AVIVAMERICAN CENTY ETF TR$494,9810.30%9,439CommonNONE
464288810IHIISHARES TR$476,4520.29%8,502CommonNONE
74347B425SH1USDPROSHARES TR$461,9620.28%40,487CommonNONE
81762P102NOWSERVICENOW INC$438,1750.27%557CommonNONE
437076102HDHOME DEPOT INC$430,0360.26%1,249CommonNONE
892331307TMTOYOTA MOTOR CORP$413,4240.25%2,017CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$374,2260.23%1,929CommonNONE
747525103QCOMQUALCOMM INC$366,9670.22%1,842CommonNONE
97717Y543WTAIWISDOMTREE TR$359,5930.22%17,212CommonNONE
345370860FFORD MTR CO DEL$335,5840.21%26,761CommonNONE
436440101HO1HOLOGIC INC$326,5520.20%4,398CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$313,1050.19%668CommonNONE
244199105DEDEERE & CO$302,2940.18%809CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$297,6120.18%3,265CommonNONE
243537107DECKDECKERS OUTDOOR CORP$290,3850.18%300CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$287,4960.18%4,429CommonNONE
867224107SUSUNCOR ENERGY INC NEW$285,1400.17%7,484CommonNONE
457669AB5INSM 0.75 06/01/28INSMED INC$284,2600.17%134,000CommonNONE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$282,4920.17%134,000CommonNONE
911363109URIUNITED RENTALS INC$280,6810.17%434CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$265,0600.16%520CommonNONE
74349Y837PSQPROSHARES TR$252,7610.15%6,241CommonNONE
94419LAM3W 0.625 10/01/25WAYFAIR INC$245,8330.15%263,000CommonNONE
504922105LHLABCORP HOLDINGS INC$242,3800.15%1,191CommonNONE
30231G102XOMEXXON MOBIL CORP$240,6570.15%2,090CommonNONE
45784PAK7PODD 0.375 09/01/26INSULET CORP$238,1270.15%217,000CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$230,0460.14%1,017CommonNONE
29082A107EMBJEMBRAER S.A.$219,5840.13%8,511CommonNONE
40434L105HPQHP INC$208,3590.13%5,950CommonNONE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$201,9720.12%202,000CommonNONE
21036P108STZCONSTELLATION BRANDS INC$201,1930.12%782CommonNONE
464288646IGSBISHARES TR$200,7070.12%3,917CommonNONE
60937PAD8MDB 0.25 01/15/26MONGODB INC$171,6210.11%130,000CommonNONE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$166,9540.10%80,000CommonNONE
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$156,4160.10%135,000CommonNONE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$154,5560.09%107,000CommonNONE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$148,2530.09%110,000CommonNONE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$141,8720.09%153,000CommonNONE
163092AF6CHGG 0 09/01/26CHEGG INC$102,3170.06%129,000CommonNONE
753422AD6RAPID7 INC$99,2000.06%98,000CommonNONE
759916AB5RGEN 0.375 07/15/24REPLIGEN CORP$98,4890.06%83,000CommonNONE
46267XAD0IQIYI INC$91,5650.06%116,000CommonNONE
707569AU3PENN 2.75 05/15/26PENN ENTERTAINMENT INC$89,3300.05%81,000CommonNONE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$85,4620.05%93,000CommonNONE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$81,5740.05%47,000CommonNONE
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$80,9100.05%80,000CommonNONE
29978AAC8EVERBRIDGE INC$80,7640.05%82,000CommonNONE
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$79,9550.05%75,000CommonNONE
163092AD1CHGG 0.125 03/15/25CHEGG INC$75,3720.05%81,000CommonNONE
55087PAB0LYFT 1.5 05/15/25LYFT INC$67,5310.04%70,000CommonNONE
552737108MMTMFS MULTIMARKET INCOME TR$57,8960.04%12,371CommonNONE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$57,8880.04%60,000CommonNONE
852234AJ2XYZ 0 05/01/26BLOCK INC$57,3200.04%64,000CommonNONE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$55,4170.03%89,000CommonNONE
595017AU8MCHP 0.125 11/15/24MICROCHIP TECHNOLOGY INC.$53,7060.03%51,000CommonNONE
803607AB6SAREPTA THERAPEUTICS INC$51,6060.03%24,000CommonNONE
63845RAB3EYE 2.5 05/15/25NATIONAL VISION HLDGS INC$48,8600.03%50,000CommonNONE
009066AB7ABNB 0 03/15/26AIRBNB INC$36,6510.02%40,000CommonNONE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$29,9410.02%28,000CommonNONE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$24,9490.02%30,000CommonNONE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$21,1070.01%23,000CommonNONE
156727AB5CERENCE INC$18,4520.01%20,000CommonNONE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$17,3920.01%21,000CommonNONE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$16,2360.01%18,000CommonNONE
819047AB7SHAK 0 03/01/28SHAKE SHACK INC$14,4640.01%17,000CommonNONE
338307AD3FIVN 0.5 06/01/25FIVE9 INC$13,3330.01%14,000CommonNONE
679295AD7OKTA 0.125 09/01/25OKTA INC$12,2610.01%13,000CommonNONE
94419LAF8W 1 08/15/26WAYFAIR INC$11,7220.01%13,000CommonNONE
09061GAH4BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL INC$10,8920.01%11,000CommonNONE
090043AB6BILL 0 12/01/25BILL HOLDINGS INC$9,2730.01%10,000CommonNONE

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.