MondegarAI
Fox Hill Wealth Management

Q1 2025 · 13F-HR

Fox Hill Wealth Managementholdings as filed

Filed 2025-05-13 · accession 0001754960-25-000295

$169.4M
Reported value
127
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$15.8M9.31%42,018CommonSOLE
037833100AAPLAPPLE INC$10.9M6.46%49,241CommonSOLE
532457108LLYELI LILLY & CO$7.7M4.55%9,329CommonSOLE
78463V107GLDSPDR GOLD TR$6.1M3.60%21,171CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.0M3.54%55,356CommonSOLE
64110L106NFLXNETFLIX INC$5.3M3.14%5,704CommonSOLE
023135106AMZNAMAZON COM INC$4.8M2.82%25,128CommonSOLE
30303M102METAMETA PLATFORMS INC$4.4M2.59%7,624CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M2.26%7,178CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$3.5M2.09%30,959CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.4M2.00%3,588CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.3M1.95%39,145CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.3M1.95%27,045CommonSOLE
872540109TJXTJX COS INC NEW$3.0M1.78%24,694CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.9M1.72%5,673CommonSOLE
02079K107GOOGALPHABET INC$2.6M1.56%16,919CommonSOLE
040413205ANETARISTA NETWORKS INC$2.6M1.54%33,709CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.6M1.51%5,154CommonSOLE
020002101ALLALLSTATE CORP$2.5M1.49%12,205CommonSOLE
032095101APHAMPHENOL CORP NEW$2.4M1.44%37,127CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.4M1.40%5,323CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.3M1.38%9,855CommonSOLE
148929102CAVACAVA GROUP INC$2.3M1.34%26,330CommonSOLE
68389X105ORCLORACLE CORP$2.2M1.27%15,394CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$2.1M1.26%27,086CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.1M1.22%12,061CommonSOLE
92840M102VSTVISTRA CORP$1.9M1.15%16,558CommonSOLE
65473P105NINISOURCE INC$1.9M1.13%47,655CommonSOLE
G29183103ETNEATON CORP PLC$1.9M1.10%6,862CommonSOLE
46428Q109SLVISHARES SILVER TR$1.8M1.09%59,446CommonSOLE
29364G103ETRENTERGY CORP NEW$1.8M1.07%21,219CommonSOLE
023608102AEEAMEREN CORP$1.8M1.06%17,952CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M1.05%10,432CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.7M1.02%15,928CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.6M0.94%19,446CommonSOLE
34959E109FTNTFORTINET INC$1.6M0.92%16,140CommonSOLE
736508847PORPORTLAND GEN ELEC CO$1.5M0.92%34,752CommonSOLE
464287168DVYISHARES TR$1.5M0.86%10,886CommonSOLE
58155Q103MCKMCKESSON CORP$1.5M0.86%2,156CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.4M0.84%20,071CommonSOLE
69331C108PCGPG&E CORP$1.3M0.80%78,438CommonSOLE
67079K100SMRNUSCALE PWR CORP$1.3M0.79%94,334CommonSOLE
931142103WMTWALMART INC$1.3M0.78%15,082CommonSOLE
23918K108DVADAVITA INC$1.3M0.77%8,536CommonSOLE
75513E101RTXRTX CORPORATION$1.3M0.76%9,719CommonSOLE
11135F101AVGOBROADCOM INC$1.2M0.73%7,374CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.1M0.66%17,344CommonSOLE
N3167Y103RACEFERRARI N V$1.1M0.64%2,542CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.64%4,355CommonSOLE
464287176TIPISHARES TR$1.1M0.63%9,592CommonSOLE
149123101CATCATERPILLAR INC$1.0M0.62%3,160CommonSOLE
580135101MCDMCDONALDS CORP$979,8690.58%3,137CommonSOLE
02079K305GOOGLALPHABET INC$903,7480.53%5,844CommonSOLE
92189F676SMHVANECK ETF TRUST$854,9200.50%4,043CommonSOLE
464288372IGFISHARES TR$808,4440.48%14,788CommonSOLE
457730109INSPINSPIRE MED SYS INC$752,3080.44%4,723CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$701,4820.41%3,479CommonSOLE
166764100CVXCHEVRON CORP NEW$688,7320.41%4,117CommonSOLE
74349Y837PSQPROSHARES TR$606,7410.36%14,933CommonSOLE
46436E338TLTWISHARES TR$605,0610.36%25,148CommonSOLE
78464A755XMESPDR SER TR$588,5350.35%10,511CommonSOLE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$566,1300.33%164,000CommonSOLE
00724F101ADBEADOBE INC$545,7630.32%1,423CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$528,5610.31%10,527CommonSOLE
29082A107EMBJEMBRAER S.A.$520,7660.31%11,272CommonSOLE
464288810IHIISHARES TR$504,3920.30%8,380CommonSOLE
74347B235DOGPROSHARES TR$483,9160.29%17,916CommonSOLE
002824100ABTABBOTT LABS$473,0310.28%3,566CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$453,3550.27%467,000CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$448,9290.27%9,095CommonSOLE
670100205NVONOVO-NORDISK A S$443,3740.26%6,385CommonSOLE
30231G102XOMEXXON MOBIL CORP$442,7230.26%3,723CommonSOLE
437076102HDHOME DEPOT INC$436,8000.26%1,192CommonSOLE
81762P102NOWSERVICENOW INC$434,6920.26%546CommonSOLE
025072364AVIVAMERICAN CENTY ETF TR$404,9220.24%7,144CommonSOLE
74349Y753SHPROSHARES TR$403,8930.24%9,064CommonSOLE
369604301GEGE AEROSPACE$391,9120.23%1,958CommonSOLE
235851102DHRDANAHER CORPORATION$353,6250.21%1,725CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$328,2230.19%677CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$314,8000.19%1,397CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$312,1710.18%132,000CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$310,1490.18%127,000CommonSOLE
97717Y543WTAIWISDOMTREE TR$304,8170.18%16,043CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$300,6380.18%3,217CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$269,0530.16%213,000CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$264,9220.16%6,842CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$260,4270.15%466CommonSOLE
747525103QCOMQUALCOMM INC$247,7150.15%1,613CommonSOLE
760759100RSGREPUBLIC SVCS INC$243,1880.14%1,004CommonSOLE
94419LAM3W 0.625 10/01/25WAYFAIR INC$242,2030.14%250,000CommonSOLE
911363109URIUNITED RENTALS INC$235,0130.14%375CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$227,2070.13%1,100CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$209,4270.12%2,076CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$207,6840.12%9,133CommonSOLE
464288646IGSBISHARES TR$202,0430.12%3,858CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$187,4330.11%188,000CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$150,9440.09%76,000CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$145,1750.09%145,000CommonSOLE
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$143,5490.08%132,000CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$138,5000.08%105,000CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$112,2390.07%101,000CommonSOLE
46267XAD0IQIYI INC$111,6260.07%113,000CommonSOLE
75644T100RCATRED CAT HLDGS INC$103,7640.06%17,647CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$102,1940.06%120,000CommonSOLE
753422AD6RAPID7 INC$93,1030.05%97,000CommonSOLE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$89,9530.05%93,000CommonSOLE
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$83,2970.05%69,000CommonSOLE
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$82,0680.05%79,000CommonSOLE
707569AU3PENN 2.75 05/15/26PENN ENTERTAINMENT INC$81,1670.05%80,000CommonSOLE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$71,2700.04%85,000CommonSOLE
55087PAB0LYFT 1.5 05/15/25LYFT INC$66,5810.04%67,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$60,5530.04%64,000CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$57,5250.03%12,371CommonSOLE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$54,3610.03%56,000CommonSOLE
63845RAB3EYE 2.5 05/15/25NATIONAL VISION HLDGS INC$48,6790.03%49,000CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$38,2230.02%40,000CommonSOLE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$29,7360.02%28,000CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$25,4330.02%30,000CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$22,5540.01%23,000CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$19,0920.01%21,000CommonSOLE
156727AB5CERENCE INC$18,5970.01%19,000CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$18,5190.01%18,000CommonSOLE
819047AB7SHAK 0 03/01/28SHAKE SHACK INC$15,6990.01%17,000CommonSOLE
338307AD3FIVN 0.5 06/01/25FIVE9 INC$13,7680.01%14,000CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA INC$12,6480.01%13,000CommonSOLE
94419LAF8W 1 08/15/26WAYFAIR INC$12,1000.01%13,000CommonSOLE
090043AB6BILL 0 12/01/25BILL HOLDINGS INC$9,5460.01%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.