MondegarAI
Atlantic Private Wealth, LLC

Q1 2026 · 13F-HR

Atlantic Private Wealth, LLCholdings as filed

Filed 2026-05-08 · accession 0001893143-26-000002

$153.0M
Reported value
315
Positions
2026-03-31
Period end
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The Brief · Atlantic Private Wealth, LLC · Q1 2026

AI · grounded in 13F

Atlantic Private Wealth, LLC closed its position in PAUG, reducing exposure by $640,143. The fund also exited its position in QBF for a loss of $509,451 and trimmed its holding in UNH by 77.56%. On the buy side, the fund established new positions in PJAN for $456,687 and DDTO for $342,968.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt)$43.0M28.1%66,125CommonNONE
922908769VTIVanguard Idx Fund$16.6M10.8%51,724CommonNONE
921909768VXUSVanguard Total (international Stock Index Fund)$7.6M4.97%98,622CommonNONE
46438G646IBTPiShares iBonds Dec 2034 Term Treasury ETF$5.9M3.87%231,170CommonNONE
922908652VXFVanguard Extended (markets Index Fund)$5.8M3.78%28,135CommonNONE
46436E858IBTGiShares iBonds Dec 2026 Term Treasury ETF$5.6M3.64%242,839CommonNONE
46436E296IBTMiShares iBonds Dec 2032 Term Treasury ETF$5.4M3.52%234,626CommonNONE
921910733ESGVVanguard World FD (esg US STK Etf)$4.8M3.16%43,089CommonNONE
46436E841IBTHiShares iBonds Dec 2027 Term Treasury ETF$4.7M3.07%209,413CommonNONE
46435U549EAGGiShares TR Esg Awr (us Agrgt)$4.5M2.93%94,367CommonNONE
46436E569XVViShares TR Esg SCRND (S&P500)$3.5M2.30%71,500CommonNONE
81369Y506XLESelect Sector SPDR (TR Energy)$3.5M2.26%56,384CommonNONE
46436E759DMXFiShares Trust Esg (advanced MSCI EAFE Etf)$3.3M2.18%44,188CommonNONE
922042775VEUVanguard Intl Equity (index FDS Allwrld Ex Us)$3.2M2.07%42,257CommonNONE
464287200IVViShares S&P 500$1.9M1.26%2,951CommonNONE
45782C797POCTInnovator Etfs Trust (us Eqty PWR Buf)$1.8M1.19%42,346CommonNONE
46436E742EMXFiShares TR (egsadvncdmsci Em)$1.6M1.06%33,785CommonNONE
46436E825IBTJiShares iBonds Dec 2029 Term Treasury ETF$927,1730.61%42,447CommonNONE
46641Q332JEPIJ P Morgan Exchange Traded Fund Trust JPMorgan Equity Premium Income ETF$918,5560.60%16,206CommonNONE
922908736VUGVanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR)$813,5980.53%1,863CommonNONE
45784N775ZFEBInnovator Etfs Trust (equity Def Protn)$797,0940.52%31,394CommonNONE
037833100AAPLApple Inc$796,1490.52%3,137CommonNONE
37954Y475XYLDGlobal X FDS S&P 500 (covered)$793,4780.52%20,278CommonNONE
45782C631IOCTInnovator Etfs Trust (international DV)$783,1920.51%22,345CommonNONE
46436E544XJRiShares TR Esg SCRND (S&P SM)$718,0640.47%16,493CommonNONE
46436E551XJHiShares TR Esg SCRD (S&P Mid)$718,0190.47%15,826CommonNONE
45783Y541TJULInnovator Etfs Trust (eqt Defined PRTCTN ETF 2 YR To July 2025)$669,2980.44%22,795CommonNONE
45784N726ZAPRInnovator Etfs Trust (equity Defined Protn ETF 1 YR April)$666,3590.44%25,531CommonNONE
45784N825TJANInnovator Etfs Trust (equity Jan 20227)$663,9300.43%24,500CommonNONE
45782C540PDECInnovator Etfs Trust (us Eqty PWR Buf)$656,6680.43%15,451CommonNONE
46436E593IBTKiShares iBonds Dec 2030 Term Treasury ETF$651,8610.43%33,056CommonNONE
45782C599KOCTInnovator Etfs Trust (us SML CP PWR B)$595,5190.39%17,553CommonNONE
19260Q107COINCoinbase Global Inc$572,5460.37%3,279CommonNONE
46436E718SGOViShares TR 0-3 MNTH (treasry)$572,3120.37%5,686CommonNONE
46436E460IBTLiShares iBonds Dec 2031 Term Treasury ETF$524,4550.34%25,710CommonNONE
46438G422IBTQiShares Trust Ibonds (dec 2035 Term Treasury Etf)$523,5180.34%20,689CommonNONE
45782C656PSEPInnovator Etfs Trust (us Eqty PWR Buf)$498,9360.33%11,587CommonNONE
28176E108EWEdwards Lifesciences Corp Com$473,2730.31%5,910CommonNONE
67066G104NVDANvidia Corporation$463,7930.30%2,659CommonNONE
45782C508PJANInnovator Etfs Trust (us Eqty PWR Buf)$456,6870.30%9,900CommonNONE
45783Y145IAUGInnovator Etfs Trust (innovator International Developed Power)$382,9930.25%13,366CommonNONE
46641Q159JPIEJ P Morgan Exchange (traded FD Income Etf)$358,1020.23%7,773CommonNONE
45784N494DDTOInnovator Etfs Trust (equity Dual Dire)$342,9680.22%16,171CommonNONE
921943858VEAVanguard Tax-Managed (intl FD FTSE Dev MKT Etf)$338,9190.22%5,289CommonNONE
92189F676SMHVaneck Vectors ETF (TR Semiconductor Et)$332,9950.22%869CommonNONE
46625H100JPMJPMorgan Chase & Co$327,8190.21%1,114CommonNONE
02079K107GOOGAlphabet Inc Cap STK$325,9050.21%1,136CommonNONE
922908363VOOVanguard Index Funds (S&P 500 ETF Usd)$319,0920.21%534CommonNONE
37954Y459RYLDGlobal X FDS Russell (2000)$313,1580.20%20,947CommonNONE
594918104MSFTMicrosoft$298,8110.20%807CommonNONE
032108409DIVOAmplify ETF TR CWP (enhanced Div)$293,2290.19%6,538CommonNONE
97717X560WTPIWisdomtree TR CBOE (S&P 500)$280,5850.18%8,793CommonNONE
78467X109DIASPDR Dow Jones Indl (average Et Ut Ser 1)$275,2520.18%594CommonNONE
81369Y803XLKSelect Sector SPDR (trust Technology Select Sector Usd Dis)$269,1110.18%2,025CommonNONE
80004C200SNDKSandisk Corp Com$259,8540.17%409CommonNONE
46138E354SPLVInvesco Exch Traded (FD TR II S&P500 Low Vol)$259,0770.17%3,542CommonNONE
464288448IDViShares TR Intl Sel (div Etf)$258,3390.17%6,070CommonNONE
921946794VYMIVanguard Whitehall (FDS Intl High Etf)$248,0400.16%2,632CommonNONE
532457108LLYEli Lilly And Co$247,7440.16%269CommonNONE
02072L565BOXXEa Series Trust (alpha Architect 1-3 Month Box Etf)$230,7190.15%1,984CommonNONE
458140100INTCIntel Corp Com$209,0440.14%4,737CommonNONE
45782C235TBJLInnovator Etfs Trust (invatr 20 PLS 9)$199,0040.13%10,000CommonNONE
45782C524IJANInnovator Etfs Trust (intrnl Dev Jan)$195,9120.13%5,400CommonNONE
91324P102UNHUnitedhealth Group$189,4130.12%700CommonNONE
46429B697USMViShares TR MSCI USA (min Vol)$177,3200.12%1,912CommonNONE
464287655IWMiShares Russell 2000 (etf)$170,0480.11%686CommonNONE
25746U109DDominion Energy Inc Common Stock$167,6920.11%2,713CommonNONE
45783Y137KAUGInnovator Etfs Trust (us Small Cap Power Buffer ETF - August)$165,9180.11%6,189CommonNONE
33939L837IQDFFlexshares Trust (international Quality DIV Idx)$165,6020.11%5,229CommonNONE
803607100SRPTSarepta Therapeutics$163,2000.11%7,500CommonNONE
04280A100ARWRArrowhead$163,0200.11%2,600CommonNONE
464287309IVWiShares S&P 500 (growth Etf)$159,9730.10%1,414CommonNONE
149123101CATCaterpillar Inc Com$155,2510.10%219CommonNONE
N07059210ASMLAsml Holding NV$154,3670.10%117CommonNONE
958102105WDCWestern Digital$136,6540.09%505CommonNONE
45784N411DDTFInnovator Etfs TR (equity Dual Directional 10 Buffer ETF -)$133,8400.09%7,170CommonNONE
293792107EPDEnterprise Products Partners LP$132,4400.09%3,500CommonNONE
81369Y407XLYConsumer (discretionary Select Sector SPDR Fund)$125,3270.08%1,150CommonNONE
45784N759KMARInnovator Etfs Trust (us Small Cap PWR)$125,0750.08%4,300CommonNONE
45784N833KDECInnovator Etfs Trust (us Small Cap PWR)$123,1740.08%4,793CommonNONE
46137V282RSPTInvesco Exchange (traded FD TR S&P500 Eql Tec)$120,0160.08%2,652CommonNONE
369550108GDGeneral Dynamics$115,3780.08%336CommonNONE
45782C722IJULInnovator Etfs Trust (intrnl Dev July)$114,5480.07%3,394CommonNONE
464287614IWFiShares TR Rus 1000 (GRW Etf)$112,9960.07%265CommonNONE
438516106HONHoneywell$104,1820.07%461CommonNONE
922908611VBRVanguard Small Cap (value Etf)$104,0610.07%479CommonNONE
437076102HDHome Depot$103,4540.07%315CommonNONE
45783Y343IMARInnovator Etfs Trust (innovator Intl Developed Power Buffer)$101,6040.07%3,500CommonNONE
00888H786FEBWAim ETF Products (trust US LRGCP B20 Feb)$100,4400.07%3,000CommonNONE
45784N395DDFFInnovator Etfs Trust (equity Dual Directional 15 Buffer Etf)$98,4210.06%5,200CommonNONE
46436E148IBTOiShares iBonds Dec 2033 Term Treasury ETF$95,1420.06%3,901CommonNONE
01609W102BABAAlibaba Group$94,0950.06%750CommonNONE
038222105AMATApplied Materials Inc$93,9920.06%275CommonNONE
11135F101AVGOBroadcom Inc Common Stock$92,8530.06%300CommonNONE
025816109AXPAmerican Express Co$90,9510.06%301CommonNONE
46137V530PNQIInvesco Exchange (traded FD TR Nasdaq Internt)$89,4810.06%2,000CommonNONE
922908751VBVanguard Small-Cap (index Fund)$87,5650.06%334CommonNONE
931142103WMTWal-Mart$86,4990.06%696CommonNONE
030420103AWKAmerican Water Works$85,3560.06%627CommonNONE
46137V241SPHQInvesco Exchange (traded FD TR S&P500 Quality)$83,7880.05%1,114CommonNONE
09260D107BXBlackstone Inc Common Stock$80,4930.05%700CommonNONE
464287598IWDiShares Russell (1000 Value Etf)$77,7760.05%364CommonNONE
023135106AMZNAmazon.Com Inc$77,0600.05%370CommonNONE
92826C839VVisa Inc$75,5600.05%250CommonNONE
22160K105COSTCostco Wholesale$74,7320.05%75CommonNONE
316841105FIGFigma Inc Class A$73,9900.05%3,500CommonNONE
02079K305GOOGLAlphabet Inc Cap STK$71,8900.05%250CommonNONE
464288885EFGiShares TR EAFE (GRWTH Etf)$71,1650.05%639CommonNONE
922042742VTVanguard Total World Stock Index ETF$71,0090.05%2,371CommonNONE
315948109FBTCFidelity Wise Origin (bitcoin Fund)$70,8950.05%1,201CommonNONE
464288877EFViShares TR EAFE (value Etf)$68,6250.04%923CommonNONE
45782C417PFEBInnovator U.S. Equity Power Buffer ETF - February$68,5710.04%1,710CommonNONE
808524201SCHXSchwab Strategic TR (us Large-Cap Etf)$66,0740.04%2,577CommonNONE
316773100FITBFifth Third Bancorp$64,9510.04%1,398CommonNONE
872540109TJXTJX Companies Inc$64,6810.04%405CommonNONE
459200101IBMIBM$62,3030.04%257CommonNONE
46138G698RWLInvesco Exch Traded (FD TR II S&P 500 Revenue)$60,7200.04%528CommonNONE
539830109LMTLockheed Martin Corp$60,4390.04%100CommonNONE
921908844VIGVanguard Specialized (funds DIV App Etf)$58,2960.04%271CommonNONE
90353T100UBERUber Technologies$57,5440.04%800CommonNONE
55336V100MPLXMPLX LP Com Unit Repstg LTD Partner Int$57,0700.04%1,000CommonNONE
244199105DEDeere & Co$56,3300.04%100CommonNONE
45784N361DDTMInnovator Etfs Trust (dual Directional 10 Buffer ETF March)$55,6750.04%3,000CommonNONE
682680103OKEOneok Inc Com$54,2340.04%600CommonNONE
231021106CMICummins Inc$53,8020.04%100CommonNONE
46090E103QQQInvesco QQQ TR Unit (ser 1)$52,6890.03%91CommonNONE
464287689IWViShares Russell 3000 (index Fund)$52,3230.03%141CommonNONE
060505104BACBK Of America Corp$51,7400.03%1,061CommonNONE
084670702BRK/BBerkshire Hathaway$51,2740.03%107CommonNONE
75734B100RDDTReddit Inc CL A$50,3590.03%374CommonNONE
949746101WMT2Wells Fargo Co New$48,6010.03%610CommonNONE
25434V302DFAEDimensional ETF (trust Emgr Cre EQT MNG)$47,7980.03%1,412CommonNONE
464287499IWRiShares TR Rus Mid (cap Etf)$45,3080.03%466CommonNONE
007903107AMDAdvanced Micro$43,7370.03%215CommonNONE
778296103ROSTRoss Stores Inc$43,3260.03%200CommonNONE
166764100CVXChevron Corp.$43,2630.03%209CommonNONE
38141G104GSGoldman Sachs Group Inc$42,3000.03%50CommonNONE
504922105LHLabcorp Holdings Inc$41,6040.03%156CommonNONE
46137V266RPGInvesco Exchange (traded FD TR S&P500 Pur GWT)$41,5160.03%888CommonNONE
H1467J104CBChubb LTD Com$40,7410.03%125CommonNONE
446150104HBANHuntington Bancshares Inc$39,1250.03%2,500CommonNONE
30231G102XOMExxonMobil$38,6260.03%228CommonNONE
75513E101RTXRaytheon$38,5800.03%200CommonNONE
G0450A105ACGLArch Capital Group LTD$38,3960.03%400CommonNONE
848560306SPIRSpire Global Inc Class A Common Stock$37,7400.02%3,000CommonNONE
25754A201DPZDominos Pizza Inc$35,8790.02%100CommonNONE
771049103RBLXRoblox Corp CL A$34,9540.02%618CommonNONE
92939U106WECWec Energy Group Inc$34,0180.02%294CommonNONE
713448108PEPPepsico Inc$33,3870.02%215CommonNONE
89832Q109TFCTruist Finl Corp Com$32,8690.02%715CommonNONE
773121108RKLBRocket Lab Corp Com$32,1100.02%500CommonNONE
697435105PANWPalo Alto Networks Inc Common Stock$32,0640.02%200CommonNONE
032654105ADIAnalog Devices Inc$31,8140.02%100CommonNONE
002824100ABTAbbott Laboratories$30,8010.02%300CommonNONE
45784N734TAPRInnovator Etfs Trust (equity Defined Protn ETF 2 YR To April)$30,7170.02%1,194CommonNONE
78464A409SPYGSPDR Portfolio S&P (500 Growth Etf)$30,5480.02%312CommonNONE
717081103PFEPfizer Inc$29,2780.02%1,043CommonNONE
46432F396MTUMiShares TR MSCI USA (mmentm)$28,9810.02%121CommonNONE
78464A508SPYVSPDR Portfolio S&P (500 Value Etf)$28,4600.02%503CommonNONE
45783Y350IFEBInnovator Etfs Trust (intl Developed P)$28,3200.02%950CommonNONE
46654Q203JEPQJ P Morgan Exchange-Traded FD TR J P Morgan Nasdaq Equity Premium Income ETF$27,7600.02%500CommonNONE
929160109VMCVulcan Materials Co (holding Co)$27,2300.02%100CommonNONE
855244109SBUXStarbucks Corp Com$26,8770.02%300CommonNONE
278865100ECLEcolab Inc$26,6020.02%100CommonNONE
031100100AMEAmetek Inc Com$26,3660.02%123CommonNONE
33739Q705KNGFirst TR Exchange Traded FD IV FT Vest S&P 500 Dividend Aristocrats Target Income ETF$24,3550.02%500CommonNONE
46436E833IBTIiShares TR Ibonds 28 (TRM TS)$23,5310.02%1,056CommonNONE
871829107SYYSysco Corp$22,1120.01%310CommonNONE
88579Y101MMM3M Co$21,7850.01%150CommonNONE
742718109PGProcter & Gamble$21,7150.01%150CommonNONE
126408103CSXCSX Corporation Com$21,3490.01%520CommonNONE
78464A854SPYMSPDR Portfolio S&P (500 Etf)$20,7100.01%271CommonNONE
46432F842IEFAiShares Trust Core (msci EAFE Etf)$20,4600.01%226CommonNONE
579780206MKCMcCormick & Co Inc Non-Voting$20,1760.01%400CommonNONE
92343V104VZVerizon$20,0800.01%400CommonNONE
097023105BABoeing Co Com$19,9030.01%100CommonNONE
494368103KMBKimberly-Clark Corp$19,2940.01%200CommonNONE
254687106DISDisney Walt Co Com$19,2760.01%200CommonNONE
922908637VVVanguard Large-Cap (index Fund)$19,1260.01%64CommonNONE
46434V290SMLFiShares U.S. Small (cap Equity Factor Etf)$18,8970.01%250CommonNONE
65339F101NEENextera Energy Inc$18,5760.01%200CommonNONE
45784N783KFEBInnovator Etfs Trust (us SM Cap Buffer ETF February)$17,0480.01%607CommonNONE
92686J106VKTXViking Therapeutics$16,2700.01%500CommonNONE
46284V101IRMIron Mountain Inc$15,5980.01%153CommonNONE
126650100CVSCVS Health$14,3640.01%200CommonNONE
46434G103IEMGiShares Inc Core (msci Emerging MKTS Etf)$14,2680.01%205CommonNONE
464287804IJRiShares Core S&P (small-Cap E)$12,9610.01%104CommonNONE
69608A108PLTRPalantir$12,5800.01%86CommonNONE
83406F102SOFISofi Technologies$11,9100.01%750CommonNONE
42824C109HPEHewlett Packard$11,9050.01%500CommonNONE
05964H105SANBanco Santander S.A.$11,2800.01%1,000CommonNONE
185634201CLNNClene Inc$10,8710.01%2,205CommonNONE
45783Y426IDECInnovator Etfs Trust (international De)$10,2560.01%315CommonNONE
G5960L103MDTMedtronic PLC$8,6650.01%100CommonNONE
81642T209SLSSellas Life Sciences$8,4600.01%2,000CommonNONE
464287432TLTiShares 20 Year Treasury Bond ETF$7,5150.00%87CommonNONE
36828A101GEVGE Vernova Inc Com$7,2800.00%8CommonNONE
854502101SWKStanley Black &$7,1060.00%100CommonNONE
60770K107MRNAModerna Inc Com$6,9090.00%136CommonNONE
808524508SCHMSchwab Strategic TR (us Mid-Cap Etf)$6,8010.00%220CommonNONE
929740108WABWabtec Corp Com$6,4980.00%26CommonNONE
78468R853SPSMSPDR Portfolio S&P (600 Small Cap Etf)$6,3410.00%131CommonNONE
04335A105ARVNArvinas Inc Com$6,1160.00%577CommonNONE
69318G106PBFPBF Energy Inc Com$5,6060.00%118CommonNONE
67066G954NVDAPut NVDA @ $140.0 Exp Jul 17, 2026$5,4600.00%1,400PUTNONE
G6674U108NVCRNovocure LTD Com$5,4500.00%500CommonNONE
78464A847SPMDSPDR Portfolio S&P (400 Mid Cap Etf)$5,3850.00%91CommonNONE
595112103MUMicron Technology$5,0680.00%15CommonNONE
46432F834IXUSiShares TR Core MSCI (total)$4,2130.00%49CommonNONE
464287457SHYiShares Trust 1-3 (year Treasury Bond Etf)$4,0360.00%49CommonNONE
464287242LQDiShares iBoxx $ (investment Grade Corporate Bond Etf)$3,9740.00%36CommonNONE
91823B109UWMCUwm Holdings$3,6200.00%1,000CommonNONE
032095101APHAmphenol Corp Class$3,5090.00%28CommonNONE
478160104JNJJohnson &johnson Com$3,4440.00%14CommonNONE
617700109MORNMorningstar Inc$2,7050.00%16CommonNONE
00287Y109ABBVAbbvie Inc Com$2,6100.00%12CommonNONE
78462F953SPYPut SPY @ $500.0 Exp Jun 18, 2026$2,5700.00%1,000PUTNONE
58933Y105MRKMerck &co. Inc Com$2,4060.00%20CommonNONE
83304A106SNAPSnap Inc CL A$2,2170.00%482CommonNONE
292765104EPACEnerpac Tool Group$2,1150.00%58CommonNONE
219350105GLWCorning Inc$2,0460.00%15CommonNONE
880770102TERTeradyne Inc Com$1,4830.00%5CommonNONE
883556102TMOThermo Fisher$1,4750.00%3CommonNONE
464287507IJHiShares S&P Midcap (400 Index Fund)$1,4380.00%21CommonNONE
G29183103ETNEaton Corp PLC Com$1,4310.00%4CommonNONE
87165B103SYFSynchrony Financial$1,3600.00%20CommonNONE
G51502105JCIJohnson Controls$1,3100.00%10CommonNONE
92537N108VRTVertiv Holdings Co$1,2530.00%5CommonNONE
56585A102MPCMarathon Petroleum$1,2270.00%5CommonNONE
464288687PFFiShares Preferred And Income Securities ETF$1,1670.00%38CommonNONE
17275R102CSCOCisco Systems$1,1640.00%15CommonNONE
55306N104MKSIMKS Instrs Inc Com$1,1510.00%5CommonNONE
369604301GEGeneral Electric Co$1,1350.00%4CommonNONE
172967424CCitigroup Inc$1,1340.00%10CommonNONE
37045V100GMGeneral MTRS Co Com$1,1180.00%15CommonNONE
74762E102QUREQuanta Services Com$1,0980.00%2CommonNONE
651639106NEMNewmont Corp Com$1,0850.00%10CommonNONE
031162100AMGNAmgen Inc$1,0640.00%3CommonNONE
452308109ITWIllinois Tool Works$1,0410.00%4CommonNONE
146229109CRICarters Inc Com$1,0370.00%29CommonNONE
18915M107NETCloudflare Inc CL A$1,0320.00%5CommonNONE
683344105ONTOOnto Innovation Inc$1,0250.00%5CommonNONE
808513105SCHWSchwab Charles Corp$9430.00%10CommonNONE
05722G100BKRBaker Hughes Company$9160.00%15CommonNONE
701094104PHParker-Hannifin Corp$8970.00%1CommonNONE
617446448MSMorgan Stanley Com$8230.00%5CommonNONE
45841N107IBKRInteractive Brokers$8060.00%12CommonNONE
75886F107REGNRegeneron$7730.00%1CommonNONE
538034109LYVLive Nation$7630.00%5CommonNONE
34379V103FLNCFluence Energy Inc$7570.00%55CommonNONE
25179M103DVNDevon Energy Corp$7550.00%15CommonNONE
741511109PSMTPricesmart Inc$7530.00%5CommonNONE
891160509TDToronto Dominion$7460.00%8CommonNONE
911363109URIUnited Rentals Inc$7300.00%1CommonNONE
969457100WMBWilliams Cos Inc Com$7280.00%10CommonNONE
H17182108CRSPCrispr Therapeutics$7140.00%15CommonNONE
770700102HOODRobinhood MKTS Inc$6930.00%10CommonNONE
291011104EMREmerson Electric Co$6580.00%5CommonNONE
674599105OXYOccidental Pete Corp$6500.00%10CommonNONE
452327109ILMNIllumina Inc Com$6160.00%5CommonNONE
040413205ANETArista Networks Inc$6140.00%5CommonNONE
43300A203HLTHilton Worldwide$6080.00%2CommonNONE
29977A105EVREvercore Inc Class A$5990.00%2CommonNONE
256677105DGDollar Gen Corp New$5940.00%5CommonNONE
406216101HALHalliburton Co Com$5850.00%15CommonNONE
235851102DHRDanaher Corporation$5690.00%3CommonNONE
45168D104IDXXIdexx Laboratories$5620.00%1CommonNONE
G66721104NCLHNorwegian Cruise$5610.00%30CommonNONE
21037T109CEGConstellation Energy$5590.00%2CommonNONE
253868103DLRDigital Realty Trust Inc$5410.00%3CommonNONE
97785W106WOLFWolfspeed Inc Common$5390.00%33CommonNONE
540424108LLoews Corp Com$5340.00%5CommonNONE
G25508105CRHCRH Ord Eur 0.32$5270.00%5CommonNONE
573874104MRVLMarvell Technology$4950.00%5CommonNONE
77543R102ROKURoku Inc Com CL A$4730.00%5CommonNONE
40412C101HCAHca Healthcare Inc$4730.00%1CommonNONE
418056107HASHasbro Inc Com$4720.00%5CommonNONE
45337C102INCYIncyte Corp$4710.00%5CommonNONE
530909308LLYVKLiberty Live$4710.00%5CommonNONE
G25457105CRDOCredo Technology$4690.00%5CommonNONE
44812J104HUTHut 8 Corp Com$4690.00%10CommonNONE
40131M109GHGuardant Health Inc$4620.00%5CommonNONE
910047109UALUnited Airls HLDGS$4600.00%5CommonNONE
74251V102PFGPrincipal Financial$4510.00%5CommonNONE
883203101TXTTextron Inc$4380.00%5CommonNONE
03743Q108APAApa Corporation Com$4240.00%10CommonNONE
87256C101TKOTko Group Holdings$4030.00%2CommonNONE
874054109TTWOTake-Two Interactive$3950.00%2CommonNONE
816850101SMTCSemtech Corp$3840.00%5CommonNONE
718546104PSXPhillips 66 Com$3670.00%2CommonNONE
969904101WSMWilliams-Sonoma Inc$3650.00%2CommonNONE
28414H103ELANElanco Animal Health$3590.00%15CommonNONE
980745103WWDWoodward Inc Com$3580.00%1CommonNONE
36266G107GEHCGE Healthcare$3560.00%5CommonNONE
247361702DALDelta Air Lines Inc$3320.00%5CommonNONE
013872106AAAlcoa Corp Com$3320.00%5CommonNONE
02043Q107ALNYAlnylam$3310.00%1CommonNONE
15135B101CNCCentene Corp$3270.00%10CommonNONE
7591EP100RFRegions Financial$2640.00%10CommonNONE
143658300CCL1EURCarnival Corp Com$2590.00%10CommonNONE
500255104KSSKohls Corp Com$2580.00%20CommonNONE
03168L105AMRXAmneal$2490.00%20CommonNONE
G65163100JOBYJoby Aviation Inc$2480.00%30CommonNONE
800677106SGMOSangamo Therapeutics$2470.00%1,000CommonNONE
767292105RIOTRiot Platforms Inc$2470.00%20CommonNONE
60937P106MDBMongodb Inc CL A$2450.00%1CommonNONE
07373V105BEAMBeam Therapeutics$2380.00%10CommonNONE
74767V109QSQuantumscape Corp$2230.00%35CommonNONE
00650F109ADPTAdaptive$2080.00%15CommonNONE
24823R105DNLIDenali Therapeutics$1920.00%10CommonNONE
98422E103XERSXeris Biopharma$1740.00%30CommonNONE
683712103OPENOpendoor$610.00%13CommonNONE
88160R101TSLATesla Motors$370.00%0CommonSOLE
25401T603DBRGDigitalbridge Group$350.00%2CommonNONE
67421J207OTLYOatly Group Ab Spon$200.00%2CommonNONE

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.