MondegarAI
NCM Capital Management, LLC

Q2 2024 · 13F-HR

NCM Capital Management, LLCholdings as filed

Filed 2024-08-14 · accession 0001907054-24-000003

$190.7M
Reported value
160
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$17.3M9.05%139,772CommonNONE
032108409DIVOAMPLIFY ETF TR$11.3M5.91%291,440CommonNONE
037833100AAPLAPPLE INC$7.8M4.08%36,940CommonNONE
594918104MSFTMICROSOFT CORP$7.6M4.00%17,056CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$7.4M3.90%10,132CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$6.5M3.41%114,821CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$5.5M2.86%60,808CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4.9M2.57%63,095CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.6M2.42%22,779CommonNONE
922908736VUGVANGUARD INDEX FDS$4.5M2.36%12,029CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$4.3M2.23%52,434CommonNONE
02079K305GOOGLALPHABET INC$3.2M1.66%17,405CommonNONE
53656F623INFLLISTED FD TR$2.5M1.31%76,638CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$2.5M1.30%78,976CommonNONE
46436E338TLTWISHARES TR$2.4M1.25%92,509CommonNONE
58933Y105MRKMERCK & CO INC$2.3M1.18%18,193CommonNONE
92204A504VHTVANGUARD WORLD FD$2.2M1.14%8,155CommonNONE
30231G102XOMEXXON MOBIL CORP$2.2M1.13%18,728CommonNONE
69374H881COWZPACER FDS TR$2.1M1.09%38,163CommonNONE
532457108LLYELI LILLY & CO$1.8M0.96%2,030CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.8M0.94%10,924CommonNONE
437076102HDHOME DEPOT INC$1.8M0.94%5,208CommonNONE
747525103QCOMQUALCOMM INC$1.8M0.94%8,987CommonNONE
464287168DVYISHARES TR$1.6M0.83%13,118CommonNONE
65339F101NEENEXTERA ENERGY INC$1.5M0.78%21,111CommonNONE
46429B663HDVISHARES TR$1.5M0.78%13,636CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.76%7,470CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.75%2,977CommonNONE
464287721IYWISHARES TR$1.4M0.75%9,460CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.4M0.74%20,820CommonNONE
92189F106GDXVANECK ETF TRUST$1.4M0.74%41,482CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.73%8,579CommonNONE
46432F388VLUEISHARES TR$1.3M0.70%12,868CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.69%7,698CommonNONE
922908769VTIVANGUARD INDEX FDS$1.3M0.67%4,790CommonNONE
438516106HONHONEYWELL INTL INC$1.3M0.66%5,896CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.66%5,526CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.64%30,483CommonNONE
46434V621DGROISHARES TR$1.2M0.61%20,225CommonNONE
46432F842IEFAISHARES TR$1.2M0.61%16,030CommonNONE
458140100INTCINTEL CORP$1.1M0.57%35,393CommonNONE
464287200IVVISHARES TR$1.1M0.57%1,977CommonNONE
G29183103ETNEATON CORP PLC$1.1M0.57%3,439CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.1M0.56%1,988CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.0M0.53%12,374CommonNONE
617446448MSMORGAN STANLEY$931,9550.49%9,589CommonNONE
580135101MCDMCDONALDS CORP$913,9550.48%3,586CommonNONE
717081103PFEPFIZER INC$902,2300.47%32,246CommonNONE
713448108PEPPEPSICO INC$898,9740.47%5,451CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$896,5500.47%21,588CommonNONE
464287655IWMISHARES TR$890,6870.47%4,390CommonNONE
478160104JNJJOHNSON & JOHNSON$890,3660.47%6,092CommonNONE
09260D107BXBLACKSTONE INC$884,9220.46%7,148CommonNONE
654106103NKENIKE INC$865,5870.45%11,485CommonNONE
166764100CVXCHEVRON CORP NEW$855,7490.45%5,471CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$824,9900.43%2,028CommonNONE
742718109PGPROCTER AND GAMBLE CO$807,7780.42%4,898CommonNONE
94106L109WMWASTE MGMT INC DEL$797,2520.42%3,737CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$783,5740.41%14,118CommonNONE
097023105BABOEING CO$779,2830.41%4,282CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$778,4480.41%4,501CommonNONE
031162100AMGNAMGEN INC$758,9410.40%2,429CommonNONE
87265H109T86TRI POINTE HOMES INC$748,7250.39%20,100CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$748,3000.39%18,145CommonNONE
75513E101RTXRTX CORPORATION$729,2520.38%7,264CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$720,2560.38%9,405CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$711,1930.37%2,344CommonNONE
375558103GILDGILEAD SCIENCES INC$706,1500.37%10,292CommonNONE
464287598IWDISHARES TR$706,0640.37%4,047CommonNONE
37954Y384BUGGLOBAL X FDS$703,5570.37%23,785CommonNONE
922908744VTVVANGUARD INDEX FDS$701,4730.37%4,373CommonNONE
149123101CATCATERPILLAR INC$684,5210.36%2,055CommonNONE
254687106DISDISNEY WALT CO$673,6780.35%6,785CommonNONE
464287309IVWISHARES TR$666,2880.35%7,200CommonNONE
46432F339QUALISHARES TR$655,5480.34%3,839CommonNONE
95058W100WENWENDYS CO$639,3050.34%37,695CommonNONE
025072372AVESAMERICAN CENTY ETF TR$635,8960.33%13,044CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$611,1790.32%11,783CommonNONE
88579Y101MMM3M CO$597,8130.31%5,850CommonNONE
084423102WRBBERKLEY W R CORP$589,8600.31%7,506CommonNONE
92204A207VDCVANGUARD WORLD FD$579,6510.30%2,855CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$573,2290.30%20,191CommonNONE
219350105GLWCORNING INC$572,0660.30%14,725CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$571,8970.30%9,766CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$566,9830.30%9,050CommonNONE
882508104TXNTEXAS INSTRS INC$553,9830.29%2,848CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$530,7280.28%10,125CommonNONE
922908553VNQVANGUARD INDEX FDS$525,5380.28%6,274CommonNONE
075887109BDXBECTON DICKINSON & CO$523,1480.27%2,238CommonNONE
548661107LOWLOWES COS INC$501,6510.26%2,275CommonNONE
126408103CSXCSX CORP$499,9440.26%14,946CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$485,3860.25%12,954CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$475,2820.25%3,473CommonNONE
464287457SHYISHARES TR$474,7650.25%5,815CommonNONE
37045V100GMGENERAL MTRS CO$458,0960.24%9,860CommonNONE
002824100ABTABBOTT LABS$457,1690.24%4,400CommonNONE
539830109LMTLOCKHEED MARTIN CORP$456,3570.24%977CommonNONE
464287507IJHISHARES TR$453,5300.24%7,750CommonNONE
17275R102CSCOCISCO SYS INC$449,2550.24%9,456CommonNONE
97717W851DXJWISDOMTREE TR$447,2690.23%3,964CommonNONE
67069Y102XNXJXNUVEEN NEW JERSEY QULT MUN F$440,3790.23%36,067CommonNONE
464288414MUBISHARES TR$430,3550.23%4,039CommonNONE
464287804IJRISHARES TR$430,0530.23%4,032CommonNONE
595112103MUMICRON TECHNOLOGY INC$427,4730.22%3,250CommonNONE
92204A603VISVANGUARD WORLD FD$424,5720.22%1,805CommonNONE
78463V107GLDSPDR GOLD TR$419,2700.22%1,950CommonNONE
464287606IJKISHARES TR$416,5840.22%4,728CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$410,9610.22%10,465CommonNONE
464287473IWSISHARES TR$410,5160.22%3,400CommonNONE
931142103WMTWALMART INC$405,7030.21%5,992CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$404,4370.21%13,217CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$403,8100.21%4,029CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$390,9740.21%2,683CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$389,1170.20%715CommonNONE
464287499IWRISHARES TR$369,0760.19%4,552CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$368,5810.19%6,923CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$368,0460.19%433CommonNONE
92189F700MOOVANECK ETF TRUST$359,4350.19%5,126CommonNONE
78464A870XBISPDR SER TR$349,1460.18%3,766CommonNONE
30303M102METAMETA PLATFORMS INC$348,2050.18%691CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$346,4340.18%6,600CommonNONE
00206R102TAT&T INC$346,0440.18%18,108CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$338,9770.18%6,680CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$332,6740.17%6,585CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$321,4710.17%1,761CommonNONE
127190304CACICACI INTL INC$301,0910.16%700CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$297,6810.16%6,700CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$290,1820.15%3,184CommonNONE
494368103KMBKIMBERLY-CLARK CORP$281,0410.15%2,034CommonNONE
609207105MDLZMONDELEZ INTL INC$278,1850.15%4,251CommonNONE
907818108UNPUNION PAC CORP$274,9060.14%1,215CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$273,7350.14%495CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$273,6540.14%605CommonNONE
009066101ABNBAIRBNB INC$272,9340.14%1,800CommonNONE
191216100KOCOCA COLA CO$263,5750.14%4,141CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$257,5960.14%4,659CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$257,2870.13%3,491CommonNONE
464287556IBBISHARES TR$255,9900.13%1,865CommonNONE
11135F101AVGOBROADCOM INC$253,6740.13%158CommonNONE
922908652VXFVANGUARD INDEX FDS$250,9910.13%1,487CommonNONE
697435105PANWPALO ALTO NETWORKS INC$242,7310.13%716CommonNONE
126650100CVSCVS HEALTH CORP$241,0830.13%4,082CommonNONE
235851102DHRDANAHER CORPORATION$238,3570.12%954CommonNONE
46429B697USMVISHARES TR$228,9590.12%2,727CommonNONE
921937827BSVVANGUARD BD INDEX FDS$223,8110.12%2,918CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$215,4650.11%3,713CommonNONE
46432F396MTUMISHARES TR$214,3570.11%1,100CommonNONE
911363109URIUNITED RENTALS INC$212,7740.11%329CommonNONE
260557103DOWDOW INC$210,7680.11%3,973CommonNONE
646025106NJRNEW JERSEY RES CORP$209,4260.11%4,900CommonNONE
92204A702VGTVANGUARD WORLD FD$201,8070.11%350CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$200,0480.10%838CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP$193,5940.10%11,833CommonNONE
258622109DSLDOUBLELINE INCOME SOLUTIONS$193,1840.10%15,430CommonNONE
345370860FFORD MTR CO DEL$155,7220.08%12,418CommonNONE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$149,7610.08%52,919CommonNONE
46131J103VKQINVESCO MUNICIPAL TRUST$114,3010.06%11,476CommonNONE
05508R106BGSB & G FOODS INC NEW$103,7020.05%12,834CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$82,6070.04%10,111CommonNONE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$58,0600.03%18,031CommonNONE

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.