MondegarAI
Fox Hill Wealth Management

Q3 2024 · 13F-HR

Fox Hill Wealth Managementholdings as filed

Filed 2024-11-14 · accession 0001754960-24-000575

$181.5M
Reported value
133
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$18.3M10.1%42,589CommonSOLE
037833100AAPLAPPLE INC$11.9M6.55%50,977CommonSOLE
532457108LLYELI LILLY & CO$9.2M5.05%10,350CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.1M5.00%74,697CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.1M3.36%6,869CommonSOLE
023135106AMZNAMAZON COM INC$4.9M2.70%26,266CommonSOLE
30303M102METAMETA PLATFORMS INC$4.5M2.47%7,833CommonSOLE
78463V107GLDSPDR GOLD TR$4.4M2.43%18,143CommonSOLE
64110L106NFLXNETFLIX INC$4.3M2.39%6,122CommonSOLE
670100205NVONOVO-NORDISK A S$3.6M1.99%30,348CommonSOLE
040413106ANETEURARISTA NETWORKS INC$3.3M1.80%8,490CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M1.63%6,408CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.9M1.58%24,811CommonSOLE
00724F101ADBEADOBE INC$2.8M1.57%5,489CommonSOLE
148929102CAVACAVA GROUP INC$2.8M1.55%22,712CommonSOLE
149123101CATCATERPILLAR INC$2.8M1.52%7,073CommonSOLE
02079K107GOOGALPHABET INC$2.7M1.50%16,313CommonSOLE
872540109TJXTJX COS INC NEW$2.7M1.48%22,820CommonSOLE
23918K108DVADAVITA INC$2.6M1.43%15,847CommonSOLE
68389X105ORCLORACLE CORP$2.5M1.38%14,713CommonSOLE
92840M102VSTVISTRA CORP$2.5M1.38%21,098CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.5M1.37%9,982CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.4M1.34%4,164CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$2.4M1.33%61,657CommonSOLE
032095101APHAMPHENOL CORP NEW$2.2M1.24%34,489CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$2.2M1.22%27,356CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.1M1.15%56,211CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.1M1.14%6,066CommonSOLE
464287176TIPISHARES TR$2.1M1.14%18,654CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.9M1.02%3,516CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M1.00%10,524CommonSOLE
65473P105NINISOURCE INC$1.7M0.94%49,354CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.7M0.93%18,887CommonSOLE
46428Q109SLVISHARES SILVER TR$1.7M0.92%58,860CommonSOLE
023608102AEEAMEREN CORP$1.6M0.88%18,252CommonSOLE
58155Q103MCKMCKESSON CORP$1.6M0.86%3,147CommonSOLE
002824100ABTABBOTT LABS$1.6M0.86%13,617CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.6M0.85%18,338CommonSOLE
N3167Y103RACEFERRARI N V$1.5M0.85%3,294CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.5M0.84%15,924CommonSOLE
11135F101AVGOBROADCOM INC$1.5M0.84%8,859CommonSOLE
464287168DVYISHARES TR$1.5M0.82%11,061CommonSOLE
816851109SRESEMPRA$1.5M0.81%17,581CommonSOLE
29364G103ETRENTERGY CORP NEW$1.5M0.81%11,101CommonSOLE
736508847PORPORTLAND GEN ELEC CO$1.4M0.78%29,496CommonSOLE
46436E338TLTWISHARES TR$1.4M0.77%51,578CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.3M0.72%22,555CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.3M0.71%18,326CommonSOLE
34959E109FTNTFORTINET INC$1.3M0.69%16,258CommonSOLE
931142103WMTWALMART INC$1.2M0.65%14,669CommonSOLE
02079K305GOOGLALPHABET INC$1.1M0.60%6,522CommonSOLE
92189F676SMHVANECK ETF TRUST$1.0M0.57%4,218CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$938,6510.52%4,246CommonSOLE
580135101MCDMCDONALDS CORP$898,7150.50%2,951CommonSOLE
020002101ALLALLSTATE CORP$889,0890.49%4,688CommonSOLE
464288372IGFISHARES TR$846,2960.47%15,548CommonSOLE
478160104JNJJOHNSON & JOHNSON$836,7460.46%5,163CommonSOLE
67079K100SMRNUSCALE PWR CORP$785,8300.43%67,861CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$781,8610.43%7,859CommonSOLE
75513E101RTXRTX CORPORATION$683,8270.38%5,644CommonSOLE
78464A755XMESPDR SER TR$683,3590.38%10,724CommonSOLE
74349Y837PSQPROSHARES TR$610,9300.34%15,490CommonSOLE
166764100CVXCHEVRON CORP NEW$586,5500.32%3,983CommonSOLE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$564,6630.31%164,000CommonSOLE
235851102DHRDANAHER CORPORATION$521,5660.29%1,876CommonSOLE
464288810IHIISHARES TR$509,4100.28%8,602CommonSOLE
437076102HDHOME DEPOT INC$506,6560.28%1,250CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$505,9170.28%9,816CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$472,1760.26%496,000CommonSOLE
025072364AVIVAMERICAN CENTY ETF TR$468,7080.26%8,349CommonSOLE
74347B235DOGPROSHARES TR$440,4920.24%16,461CommonSOLE
81762P102NOWSERVICENOW INC$422,1520.23%472CommonSOLE
74347B425SH1USDPROSHARES TR$420,8670.23%38,790CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$412,5670.23%1,849CommonSOLE
30231G102XOMEXXON MOBIL CORP$390,2930.22%3,330CommonSOLE
436440101HO1HOLOGIC INC$356,2250.20%4,373CommonSOLE
911363109URIUNITED RENTALS INC$351,4230.19%434CommonSOLE
892331307TMTOYOTA MOTOR CORP$338,9260.19%1,898CommonSOLE
97717Y543WTAIWISDOMTREE TR$332,2130.18%16,669CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$322,3000.18%693CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$307,2610.17%134,000CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$300,2550.17%134,000CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$298,6330.16%11,420CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$287,0100.16%1,800CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$284,4790.16%3,240CommonSOLE
747525103QCOMQUALCOMM INC$282,4260.16%1,661CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$264,7160.15%7,170CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$260,8010.14%217,000CommonSOLE
94419LAM3W 0.625 10/01/25WAYFAIR INC$252,1320.14%263,000CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$243,6760.13%1,079CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$231,6560.13%404CommonSOLE
548661107LOWLOWES COS INC$231,3060.13%854CommonSOLE
29082A107EMBJEMBRAER S.A.$212,7150.12%6,014CommonSOLE
464288646IGSBISHARES TR$206,3750.11%3,919CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$203,9960.11%202,000CommonSOLE
40434L105HPQHP INC$201,7530.11%5,625CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$200,4830.11%778CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$179,4160.10%130,000CommonSOLE
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$168,1070.09%135,000CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$150,7900.08%80,000CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$146,6850.08%153,000CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$139,4220.08%107,000CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$133,9950.07%110,000CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$109,7600.06%14,000CommonSOLE
753422AD6RAPID7 INC$97,8240.05%98,000CommonSOLE
46267XAD0IQIYI INC$97,7340.05%116,000CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$97,6920.05%129,000CommonSOLE
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$88,9730.05%80,000CommonSOLE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$87,0690.05%93,000CommonSOLE
707569AU3PENN 2.75 05/15/26PENN ENTERTAINMENT INC$87,0010.05%81,000CommonSOLE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$87,0010.05%47,000CommonSOLE
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$86,6990.05%75,000CommonSOLE
163092AD1CHGG 0.125 03/15/25CHEGG INC$77,5680.04%81,000CommonSOLE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$72,0330.04%89,000CommonSOLE
55087PAB0LYFT 1.5 05/15/25LYFT INC$67,8970.04%70,000CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$60,2470.03%12,371CommonSOLE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$58,6540.03%60,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$58,5810.03%64,000CommonSOLE
595017AU8MCHP 0.125 11/15/24MICROCHIP TECHNOLOGY INC.$50,9560.03%51,000CommonSOLE
63845RAB3EYE 2.5 05/15/25NATIONAL VISION HLDGS INC$48,7080.03%50,000CommonSOLE
803607AB6SAREPTA THERAPEUTICS INC$41,0470.02%24,000CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$37,1650.02%40,000CommonSOLE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$30,6210.02%28,000CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$26,4660.01%30,000CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$21,9120.01%23,000CommonSOLE
156727AB5CERENCE INC$18,6680.01%20,000CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$18,1280.01%21,000CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$17,6510.01%18,000CommonSOLE
819047AB7SHAK 0 03/01/28SHAKE SHACK INC$15,8970.01%17,000CommonSOLE
338307AD3FIVN 0.5 06/01/25FIVE9 INC$13,4910.01%14,000CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA INC$12,3430.01%13,000CommonSOLE
94419LAF8W 1 08/15/26WAYFAIR INC$12,1610.01%13,000CommonSOLE
090043AB6BILL 0 12/01/25BILL HOLDINGS INC$9,3890.01%10,000CommonSOLE

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.