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Asio Capital, LLC

Q1 2024 · 13F-HR

Asio Capital, LLCholdings as filed

Filed 2024-04-16 · accession 0001803291-24-000003

$471.1M
Reported value
97
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES CORE S&P 500 ETF$26.0M5.52%49,439CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$23.5M4.99%212,810CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND ETF$22.1M4.69%205,312CommonSOLE
46641Q647JMUBJPMORGAN MUNICIPAL ETF$18.7M3.96%367,674CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$16.1M3.41%17,794CommonSOLE
594918104MSFTMICROSOFT CORP COM$12.5M2.66%29,812CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$12.4M2.63%81,229CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$11.1M2.35%22,840CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$10.9M2.31%11,566CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$10.6M2.25%60,540CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$10.4M2.21%134,502CommonSOLE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$10.2M2.16%196,796CommonSOLE
037833100AAPLAPPLE INC COM$9.5M2.02%55,618CommonSOLE
31428X106FDXFEDEX CORP COM$8.9M1.90%30,741CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$7.7M1.64%100,183CommonSOLE
023135106AMZNAMAZON COM INC COM$7.5M1.59%41,509CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$7.4M1.56%14,898CommonSOLE
11135F101AVGOBROADCOM INC COM$7.3M1.54%5,454CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$7.2M1.54%25,460CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$7.1M1.50%39,253CommonSOLE
92826C839VVISA INC COM CL A$6.6M1.40%23,658CommonSOLE
227046109CROXCROCS INC COM$6.6M1.40%45,900CommonSOLE
47103U852JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF$6.6M1.40%146,271CommonSOLE
060505104BACBANK AMERICA CORP COM$6.5M1.38%169,847CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC COM$6.2M1.31%31,037CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM$5.8M1.23%17,366CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$5.6M1.19%61,445CommonSOLE
90384S303ULTAULTA BEAUTY INC COM$5.4M1.14%10,281CommonSOLE
64110L106NFLXNETFLIX INC COM$5.3M1.12%8,686CommonSOLE
548661107LOWLOWES COS INC COM$5.2M1.10%20,273CommonSOLE
87161C501SYU1SYNOVUS FINL CORP COM NEW$5.1M1.09%127,127CommonSOLE
79466L302CRMSALESFORCE INC COM$5.0M1.07%16,731CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$5.0M1.07%31,774CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$5.0M1.07%57,159CommonSOLE
00724F101ADBEADOBE INC COM$5.0M1.06%9,937CommonSOLE
87612E106TGTTARGET CORP COM$4.9M1.04%27,731CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$4.8M1.03%9,317CommonSOLE
58933Y105MRKMERCK & CO INC COM$4.7M1.00%35,372CommonSOLE
G25508105CRHCRH PLC ORD$4.7M0.99%54,246CommonSOLE
892356106TSCOTRACTOR SUPPLY CO COM$4.6M0.98%17,633CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC COM$4.6M0.97%10,925CommonSOLE
713448108PEPPEPSICO INC COM$4.5M0.95%25,388CommonSOLE
45687V106IRINGERSOLL RAND INC COM$4.1M0.88%43,421CommonSOLE
68268W103OMFONEMAIN HLDGS INC COM$4.0M0.85%78,804CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$4.0M0.85%103,025CommonSOLE
30212P303EXPEEXPEDIA GROUP INC COM NEW$3.7M0.78%26,558CommonSOLE
174610105CFGCITIZENS FINL GROUP INC COM$3.5M0.75%97,754CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$3.5M0.74%7,616CommonSOLE
808524755FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF$3.5M0.74%97,907CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$3.5M0.74%59,870CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$3.4M0.73%9,917CommonSOLE
254687106DISDISNEY WALT CO COM$3.3M0.70%27,097CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$3.3M0.70%28,312CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$3.1M0.66%19,176CommonSOLE
92189H607OIHVANECK OIL SERVICES ETF$3.1M0.66%9,181CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$3.1M0.65%45,334CommonSOLE
780259305SHELSHELL PLC SPON ADS$3.1M0.65%45,800CommonSOLE
438516106HONHONEYWELL INTL INC COM$3.1M0.65%14,959CommonSOLE
26875P101EOGEOG RES INC COM$3.0M0.64%23,625CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$3.0M0.64%47,167CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$2.9M0.61%5,993CommonSOLE
316773100FITBFIFTH THIRD BANCORP COM$2.8M0.60%75,538CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS COM NEW$2.6M0.55%11,783CommonSOLE
H5919C104ONONON HLDG AG NAMEN AKT A$2.6M0.54%72,522CommonSOLE
368736104GNRCGENERAC HLDGS INC COM$2.5M0.53%19,967CommonSOLE
617446448MSMORGAN STANLEY COM NEW$2.5M0.53%26,429CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD SHS$2.5M0.53%17,093CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$2.4M0.52%2,545CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW COM$2.2M0.47%37,300CommonSOLE
58733R102MELIMERCADOLIBRE INC COM$2.2M0.47%1,462CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$2.2M0.47%5,622CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$2.2M0.46%18,809CommonSOLE
37954Y673PAVEGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF$2.1M0.45%53,106CommonSOLE
833445109SNOWSNOWFLAKE INC CL A$2.1M0.45%13,003CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$1.8M0.38%8,896CommonSOLE
00287Y109ABBVABBVIE INC COM$930,5310.20%5,110CommonSOLE
532457108LLYELI LILLY & CO COM$899,3220.19%1,156CommonSOLE
381430438GSEWGOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF$875,2490.19%12,021CommonSOLE
437076102HDHOME DEPOT INC COM$710,4270.15%1,852CommonSOLE
670100205NVONOVO-NORDISK A S ADR$646,4940.14%5,035CommonSOLE
29273V100ETENERGY TRANSFER L P COM UT LTD PTN$566,2800.12%36,000CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$545,8090.12%745CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$433,1690.09%2,870CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$351,1340.07%835CommonSOLE
872540109TJXTJX COS INC NEW COM$348,0730.07%3,432CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$338,7400.07%2,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$334,1960.07%575CommonSOLE
824348106SHWSHERWIN WILLIAMS CO COM$323,3640.07%931CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$317,0930.07%1,488CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$284,7930.06%1,134CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$282,4330.06%1,343CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$280,9250.06%3,989CommonSOLE
G54950103LINLINDE PLC SHS$270,6990.06%583CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$237,5520.05%1,470CommonSOLE
G8473T100STESTERIS PLC SHS USD$224,3700.05%998CommonSOLE
244199105DEDEERE & CO COM$202,0840.04%492CommonSOLE
493267108KEYKEYCORP COM$158,1000.03%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.