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Asio Capital, LLC

Q3 2024 · 13F-HR

Asio Capital, LLCholdings as filed

Filed 2024-10-10 · accession 0001803291-24-000008

$526.8M
Reported value
106
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES CORE S&P 500 ETF$38.6M7.33%66,899CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$24.4M4.62%208,191CommonSOLE
46641Q647JMUBJPMORGAN MUNICIPAL ETF$23.8M4.51%463,702CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND ETF$22.9M4.35%210,783CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$20.5M3.90%169,104CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$13.8M2.62%82,681CommonSOLE
594918104MSFTMICROSOFT CORP COM$13.6M2.58%31,546CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$13.3M2.52%23,179CommonSOLE
037833100AAPLAPPLE INC COM$13.1M2.48%56,066CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$12.5M2.38%157,845CommonSOLE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$11.8M2.24%219,767CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$11.4M2.17%62,570CommonSOLE
023135106AMZNAMAZON COM INC COM$10.8M2.04%57,781CommonSOLE
11135F101AVGOBROADCOM INC COM$9.3M1.77%54,200CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$9.0M1.71%56,533CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$8.8M1.67%25,752CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$8.7M1.66%14,921CommonSOLE
47103U852JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF$8.5M1.62%182,427CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$7.8M1.49%104,121CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM$7.1M1.34%17,361CommonSOLE
92826C839VVISA INC COM CL A$6.7M1.28%24,521CommonSOLE
79466L302CRMSALESFORCE INC COM$6.6M1.25%24,071CommonSOLE
31428X106FDXFEDEX CORP COM$6.3M1.20%22,976CommonSOLE
64110L106NFLXNETFLIX INC COM$6.3M1.20%8,877CommonSOLE
060505104BACBANK AMERICA CORP COM$6.2M1.18%156,621CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$5.9M1.13%63,261CommonSOLE
87161C501SYU1SYNOVUS FINL CORP COM NEW$5.7M1.08%126,299CommonSOLE
548661107LOWLOWES COS INC COM$5.6M1.07%20,773CommonSOLE
00724F101ADBEADOBE INC COM$5.5M1.05%10,642CommonSOLE
G25508105CRHCRH PLC ORD$5.5M1.04%59,194CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$5.4M1.03%33,619CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC COM$5.4M1.03%31,522CommonSOLE
892356106TSCOTRACTOR SUPPLY CO COM$5.3M1.00%18,081CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC COM$5.2M0.98%11,128CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$5.0M0.96%9,689CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$4.8M0.92%29,442CommonSOLE
58933Y105MRKMERCK & CO INC COM$4.6M0.87%40,535CommonSOLE
90384S303ULTAULTA BEAUTY INC COM$4.5M0.86%11,600CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$4.5M0.85%104,525CommonSOLE
713448108PEPPEPSICO INC COM$4.4M0.84%26,061CommonSOLE
45687V106IRINGERSOLL RAND INC COM$4.3M0.82%44,085CommonSOLE
87612E106TGTTARGET CORP COM$4.3M0.82%27,757CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$4.3M0.82%7,356CommonSOLE
174610105CFGCITIZENS FINL GROUP INC COM$4.2M0.80%102,250CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$4.1M0.78%48,382CommonSOLE
68268W103OMFONEMAIN HLDGS INC COM$4.0M0.75%84,479CommonSOLE
36828A101GEVGE VERNOVA INC COM$3.9M0.74%15,196CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$3.8M0.72%10,790CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$3.7M0.71%47,972CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$3.7M0.69%31,219CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$3.6M0.69%63,990CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS$3.6M0.68%23,892CommonSOLE
227046109CROXCROCS INC COM$3.5M0.66%24,012CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$3.4M0.65%19,756CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$3.4M0.65%810CommonSOLE
316773100FITBFIFTH THIRD BANCORP COM$3.4M0.64%78,876CommonSOLE
58733R102MELIMERCADOLIBRE INC COM$3.4M0.64%1,640CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$3.3M0.63%28,871CommonSOLE
438516106HONHONEYWELL INTL INC COM$3.3M0.63%16,013CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$3.3M0.62%6,193CommonSOLE
368736104GNRCGENERAC HLDGS INC COM$3.3M0.62%20,479CommonSOLE
780259305SHELSHELL PLC SPON ADS$3.2M0.60%47,879CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$3.0M0.58%3,647CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$2.9M0.56%2,794CommonSOLE
254687106DISDISNEY WALT CO COM$2.9M0.54%29,792CommonSOLE
74762E102QUREQUANTA SVCS INC COM$2.7M0.52%9,107CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$2.6M0.50%40,308CommonSOLE
337738108FISVFISERV INC COM$2.6M0.49%14,424CommonSOLE
26969P108EXPEAGLE MATLS INC COM$2.6M0.49%8,917CommonSOLE
46266C105IQVIQVIA HLDGS INC COM$2.5M0.47%10,537CommonSOLE
871607107SNPSSYNOPSYS INC COM$2.5M0.47%4,897CommonSOLE
H5919C104ONONON HLDG AG NAMEN AKT A$2.3M0.44%46,111CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$2.3M0.43%25,287CommonSOLE
617446448MSMORGAN STANLEY COM NEW$2.2M0.42%21,159CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$1.9M0.35%8,835CommonSOLE
78464A284HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF$1.0M0.20%39,404CommonSOLE
532457108LLYELI LILLY & CO COM$1.0M0.20%1,163CommonSOLE
00287Y109ABBVABBVIE INC COM$1.0M0.19%5,079CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$953,5240.18%3,514CommonSOLE
437076102HDHOME DEPOT INC COM$734,2220.14%1,812CommonSOLE
381430438GSEWGOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF$694,3310.13%8,962CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$648,0460.12%731CommonSOLE
670100205NVONOVO-NORDISK A S ADR$599,5170.11%5,035CommonSOLE
29273V100ETENERGY TRANSFER L P COM UT LTD PTN$545,7000.10%34,000CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$476,6530.09%2,874CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$368,6680.07%801CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$358,3200.07%2,000CommonSOLE
808524300SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$357,2330.07%3,429CommonSOLE
824348106SHWSHERWIN WILLIAMS CO COM$353,4260.07%926CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$351,5720.07%1,478CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$338,3580.06%547CommonSOLE
872540109TJXTJX COS INC NEW COM$314,7720.06%2,678CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$301,5250.06%1,516CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$296,6550.06%1,343CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$295,4540.06%1,062CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$271,7300.05%1,470CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$268,2320.05%3,641CommonSOLE
G54950103LINLINDE PLC SHS$267,0420.05%560CommonSOLE
931142103WMTWALMART INC COM$244,9150.05%3,033CommonSOLE
G8473T100STESTERIS PLC SHS USD$242,0550.05%998CommonSOLE
68389X105ORCLORACLE CORP COM$224,9280.04%1,320CommonSOLE
808524755FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$217,3150.04%5,815CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$214,1870.04%339CommonSOLE
78464A508SPYVSPDR PORTFOLIO S&P 500 VALUE ETF$206,3130.04%3,903CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$202,7220.04%2,300CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$202,6050.04%1,500CommonSOLE

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.