MondegarAI
Fox Hill Wealth Management

Q4 2024 · 13F-HR

Fox Hill Wealth Managementholdings as filed

Filed 2025-02-11 · accession 0001754960-25-000126

$176.8M
Reported value
128
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$17.4M9.83%41,214CommonSOLE
037833100AAPLAPPLE INC$12.6M7.10%50,151CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.4M5.34%70,307CommonSOLE
532457108LLYELI LILLY & CO$7.2M4.10%9,381CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.2M3.50%6,762CommonSOLE
023135106AMZNAMAZON COM INC$5.3M2.97%23,957CommonSOLE
64110L106NFLXNETFLIX INC$5.1M2.90%5,753CommonSOLE
78463V107GLDSPDR GOLD TR$4.3M2.44%17,846CommonSOLE
30303M102METAMETA PLATFORMS INC$4.3M2.41%7,289CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.2M2.35%54,914CommonSOLE
040413205ANETARISTA NETWORKS INC$3.4M1.94%30,882CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M1.71%6,656CommonSOLE
92840M102VSTVISTRA CORP$3.0M1.67%21,420CommonSOLE
02079K107GOOGALPHABET INC$2.9M1.64%15,211CommonSOLE
872540109TJXTJX COS INC NEW$2.8M1.60%23,346CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.8M1.59%26,125CommonSOLE
148929102CAVACAVA GROUP INC$2.7M1.53%23,917CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.6M1.49%5,051CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.5M1.42%11,248CommonSOLE
68389X105ORCLORACLE CORP$2.5M1.40%14,880CommonSOLE
032095101APHAMPHENOL CORP NEW$2.4M1.38%35,247CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.4M1.38%5,182CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.4M1.33%10,013CommonSOLE
23918K108DVADAVITA INC$2.3M1.30%15,336CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.1M1.21%11,800CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$2.0M1.16%27,042CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.0M1.15%4,196CommonSOLE
65473P105NINISOURCE INC$1.8M1.02%49,156CommonSOLE
58155Q103MCKMCKESSON CORP$1.8M1.02%3,149CommonSOLE
11135F101AVGOBROADCOM INC$1.8M1.00%7,588CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.98%10,306CommonSOLE
29364G103ETRENTERGY CORP NEW$1.7M0.94%21,840CommonSOLE
023608102AEEAMEREN CORP$1.6M0.92%18,312CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.6M0.91%19,088CommonSOLE
67079K100SMRNUSCALE PWR CORP$1.6M0.90%89,007CommonSOLE
816851109SRESEMPRA$1.5M0.87%17,627CommonSOLE
46428Q109SLVISHARES SILVER TR$1.5M0.87%58,356CommonSOLE
34959E109FTNTFORTINET INC$1.5M0.87%16,234CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.5M0.86%16,085CommonSOLE
464287168DVYISHARES TR$1.5M0.82%11,109CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.4M0.77%18,962CommonSOLE
G29183103ETNEATON CORP PLC$1.3M0.76%4,028CommonSOLE
736508847PORPORTLAND GEN ELEC CO$1.3M0.75%30,342CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.3M0.74%21,564CommonSOLE
931142103WMTWALMART INC$1.3M0.73%14,356CommonSOLE
00724F101ADBEADOBE INC$1.3M0.73%2,891CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.2M0.66%17,734CommonSOLE
N3167Y103RACEFERRARI N V$1.1M0.63%2,642CommonSOLE
02079K305GOOGLALPHABET INC$1.1M0.61%5,714CommonSOLE
464287176TIPISHARES TR$1.0M0.58%9,682CommonSOLE
670100205NVONOVO-NORDISK A S$1.0M0.57%11,710CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$967,4270.55%4,401CommonSOLE
92189F676SMHVANECK ETF TRUST$954,3310.54%3,941CommonSOLE
020002101ALLALLSTATE CORP$902,0610.51%4,679CommonSOLE
580135101MCDMCDONALDS CORP$856,4540.48%2,954CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$835,9540.47%7,358CommonSOLE
464288372IGFISHARES TR$787,1710.45%15,060CommonSOLE
81762P102NOWSERVICENOW INC$715,5810.40%675CommonSOLE
75513E101RTXRTX CORPORATION$655,4380.37%5,664CommonSOLE
46436E338TLTWISHARES TR$602,0410.34%25,597CommonSOLE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$597,2440.34%164,000CommonSOLE
78464A755XMESPDR SER TR$596,1260.34%10,504CommonSOLE
166764100CVXCHEVRON CORP NEW$591,9430.33%4,087CommonSOLE
74349Y837PSQPROSHARES TR$525,5200.30%14,051CommonSOLE
464288810IHIISHARES TR$487,6890.28%8,358CommonSOLE
002824100ABTABBOTT LABS$481,7350.27%4,259CommonSOLE
437076102HDHOME DEPOT INC$460,7140.26%1,184CommonSOLE
149123101CATCATERPILLAR INC$454,6140.26%1,253CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$449,3840.25%9,095CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$448,7040.25%467,000CommonSOLE
74347B235DOGPROSHARES TR$409,4100.23%15,426CommonSOLE
025072364AVIVAMERICAN CENTY ETF TR$407,5710.23%7,853CommonSOLE
235851102DHRDANAHER CORPORATION$406,3040.23%1,770CommonSOLE
74349Y753SHPROSHARES TR$383,5400.22%9,050CommonSOLE
30231G102XOMEXXON MOBIL CORP$383,4510.22%3,565CommonSOLE
97717Y543WTAIWISDOMTREE TR$361,4600.20%16,430CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$356,4420.20%16,893CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$348,8580.20%132,000CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$343,6390.19%1,435CommonSOLE
436440101HO1HOLOGIC INC$318,1330.18%4,413CommonSOLE
911363109URIUNITED RENTALS INC$307,8400.17%437CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$286,1770.16%132,000CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$276,4330.16%3,227CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$273,0310.15%678CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$268,7930.15%213,000CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$261,7730.15%1,126CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$256,1600.14%437CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$251,3660.14%7,045CommonSOLE
93403J106WRBYWARBY PARKER INC$247,4020.14%10,219CommonSOLE
747525103QCOMQUALCOMM INC$244,9230.14%1,594CommonSOLE
94419LAM3W 0.625 10/01/25WAYFAIR INC$243,8710.14%255,000CommonSOLE
75644T100RCATRED CAT HLDGS INC$218,7970.12%17,027CommonSOLE
548661107LOWLOWES COS INC$210,7670.12%854CommonSOLE
301505731THNQEXCHANGE TRADED CONCEPTS TRU$203,7910.12%4,159CommonSOLE
29082A107EMBJEMBRAER S.A.$202,2540.11%5,514CommonSOLE
464288646IGSBISHARES TR$200,0270.11%3,869CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$193,8940.11%79,000CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$193,1700.11%188,000CommonSOLE
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$171,4600.10%132,000CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$162,8220.09%105,000CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$152,5110.09%150,000CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$135,4190.08%109,000CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$97,0510.05%120,000CommonSOLE
753422AD6RAPID7 INC$95,5760.05%97,000CommonSOLE
46267XAD0IQIYI INC$94,1590.05%113,000CommonSOLE
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$91,2890.05%79,000CommonSOLE
707569AU3PENN 2.75 05/15/26PENN ENTERTAINMENT INC$87,8920.05%80,000CommonSOLE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$86,6670.05%93,000CommonSOLE
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$82,7730.05%74,000CommonSOLE
163092AD1CHGG 0.125 03/15/25CHEGG INC$75,9740.04%79,000CommonSOLE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$72,7190.04%87,000CommonSOLE
55087PAB0LYFT 1.5 05/15/25LYFT INC$67,6170.04%69,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$59,2590.03%64,000CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$58,0200.03%12,371CommonSOLE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$55,3920.03%56,000CommonSOLE
63845RAB3EYE 2.5 05/15/25NATIONAL VISION HLDGS INC$47,9270.03%49,000CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$37,4330.02%40,000CommonSOLE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$28,2740.02%28,000CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$24,5830.01%30,000CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$22,8250.01%23,000CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$19,7720.01%18,000CommonSOLE
156727AB5CERENCE INC$18,3700.01%19,000CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$18,2690.01%21,000CommonSOLE
819047AB7SHAK 0 03/01/28SHAKE SHACK INC$17,4900.01%17,000CommonSOLE
338307AD3FIVN 0.5 06/01/25FIVE9 INC$13,6270.01%14,000CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA INC$12,5100.01%13,000CommonSOLE
94419LAF8W 1 08/15/26WAYFAIR INC$11,9610.01%13,000CommonSOLE
090043AB6BILL 0 12/01/25BILL HOLDINGS INC$9,5380.01%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.