MondegarAI
NCM Capital Management, LLC

Q3 2024 · 13F-HR

NCM Capital Management, LLCholdings as filed

Filed 2024-11-14 · accession 0001907054-24-000005

$208.4M
Reported value
165
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$17.2M8.24%141,325CommonNONE
032108409DIVOAMPLIFY ETF TR$12.0M5.76%291,558CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$9.0M4.30%10,135CommonNONE
037833100AAPLAPPLE INC$8.5M4.10%36,633CommonNONE
594918104MSFTMICROSOFT CORP$7.3M3.52%17,057CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$7.1M3.40%118,919CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$6.2M3.00%65,094CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$6.0M2.89%71,141CommonNONE
922908736VUGVANGUARD INDEX FDS$5.2M2.51%13,611CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.8M2.30%22,774CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$4.7M2.24%52,893CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$3.5M1.69%105,842CommonNONE
02079K305GOOGLALPHABET INC$2.9M1.38%17,346CommonNONE
53656F623INFLLISTED FD TR$2.9M1.38%76,521CommonNONE
46436E338TLTWISHARES TR$2.5M1.20%92,601CommonNONE
92204A504VHTVANGUARD WORLD FD$2.3M1.10%8,155CommonNONE
69374H881COWZPACER FDS TR$2.2M1.07%38,514CommonNONE
30231G102XOMEXXON MOBIL CORP$2.2M1.05%18,728CommonNONE
437076102HDHOME DEPOT INC$2.1M1.01%5,208CommonNONE
58933Y105MRKMERCK & CO INC$2.1M1.01%18,493CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.0M0.94%10,932CommonNONE
532457108LLYELI LILLY & CO$1.8M0.86%2,030CommonNONE
65339F101NEENEXTERA ENERGY INC$1.8M0.85%21,067CommonNONE
464287168DVYISHARES TR$1.8M0.85%13,118CommonNONE
88579Y101MMM3M CO$1.7M0.83%12,710CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.7M0.82%21,096CommonNONE
92189F106GDXVANECK ETF TRUST$1.7M0.80%41,632CommonNONE
46429B663HDVISHARES TR$1.6M0.76%13,491CommonNONE
00287Y109ABBVABBVIE INC$1.5M0.73%7,698CommonNONE
747525103QCOMQUALCOMM INC$1.5M0.73%8,887CommonNONE
46090E103QQQINVESCO QQQ TR$1.5M0.70%2,978CommonNONE
464287721IYWISHARES TR$1.4M0.69%9,460CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.68%8,654CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.68%7,590CommonNONE
464287200IVVISHARES TR$1.4M0.67%2,433CommonNONE
46432F388VLUEISHARES TR$1.4M0.67%12,868CommonNONE
922908769VTIVANGUARD INDEX FDS$1.4M0.65%4,785CommonNONE
46434V621DGROISHARES TR$1.3M0.61%20,225CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.59%5,426CommonNONE
46432F842IEFAISHARES TR$1.2M0.59%15,680CommonNONE
438516106HONHONEYWELL INTL INC$1.2M0.58%5,874CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.58%30,483CommonNONE
G29183103ETNEATON CORP PLC$1.1M0.55%3,439CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.1M0.54%1,988CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.1M0.53%21,388CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.1M0.53%12,374CommonNONE
09260D107BXBLACKSTONE INC$1.1M0.53%7,148CommonNONE
580135101MCDMCDONALDS CORP$1.1M0.52%3,586CommonNONE
617446448MSMORGAN STANLEY$999,5570.48%9,589CommonNONE
654106103NKENIKE INC$997,5500.48%11,285CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$995,0810.48%4,501CommonNONE
478160104JNJJOHNSON & JOHNSON$987,2920.47%6,092CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$933,4070.45%2,028CommonNONE
717081103PFEPFIZER INC$933,3340.45%32,251CommonNONE
464287655IWMISHARES TR$918,9020.44%4,160CommonNONE
87265H109T86TRI POINTE HOMES INC$910,7310.44%20,100CommonNONE
713448108PEPPEPSICO INC$910,1150.44%5,352CommonNONE
254687106DISDISNEY WALT CO$881,2770.42%9,162CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$863,4790.41%15,720CommonNONE
375558103GILDGILEAD SCIENCES INC$854,7810.41%10,195CommonNONE
742718109PGPROCTER AND GAMBLE CO$848,3340.41%4,898CommonNONE
025072372AVESAMERICAN CENTY ETF TR$836,5460.40%16,044CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$814,8920.39%18,145CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$810,8830.39%2,294CommonNONE
458140100INTCINTEL CORP$809,2650.39%34,496CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$808,0260.39%13,216CommonNONE
166764100CVXCHEVRON CORP NEW$805,6910.39%5,471CommonNONE
149123101CATCATERPILLAR INC$803,7520.39%2,055CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$794,3530.38%9,571CommonNONE
031162100AMGNAMGEN INC$782,6480.38%2,429CommonNONE
94106L109WMWASTE MGMT INC DEL$775,8010.37%3,737CommonNONE
37954Y384BUGGLOBAL X FDS$746,6600.36%24,125CommonNONE
464287457SHYISHARES TR$726,3130.35%8,735CommonNONE
922908744VTVVANGUARD INDEX FDS$716,0860.34%4,102CommonNONE
464287309IVWISHARES TR$689,4000.33%7,200CommonNONE
46432F339QUALISHARES TR$688,3330.33%3,839CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$676,9030.32%19,991CommonNONE
219350105GLWCORNING INC$664,8340.32%14,725CommonNONE
95058W100WENWENDYS CO$660,4140.32%37,695CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$657,3440.32%11,816CommonNONE
084423102WRBBERKLEY W R CORP$638,7370.31%11,259CommonNONE
92204A207VDCVANGUARD WORLD FD$623,7600.30%2,855CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$618,4790.30%10,126CommonNONE
548661107LOWLOWES COS INC$616,8640.30%2,278CommonNONE
097023105BABOEING CO$612,9550.29%4,032CommonNONE
922908553VNQVANGUARD INDEX FDS$611,9850.29%6,282CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$600,4180.29%4,404CommonNONE
882508104TXNTEXAS INSTRS INC$588,4870.28%2,849CommonNONE
464287598IWDISHARES TR$572,2960.27%3,015CommonNONE
539830109LMTLOCKHEED MARTIN CORP$571,1150.27%977CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$559,4160.27%975CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$544,5090.26%9,450CommonNONE
075887109BDXBECTON DICKINSON & CO$539,6910.26%2,238CommonNONE
126408103CSXCSX CORP$516,0850.25%14,946CommonNONE
26922A222ACIOETF SER SOLUTIONS$509,0690.24%12,810CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$508,3810.24%9,980CommonNONE
78463V107GLDSPDR GOLD TR$503,1340.24%2,070CommonNONE
002824100ABTABBOTT LABS$501,6050.24%4,400CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$499,1180.24%12,954CommonNONE
464287507IJHISHARES TR$494,0730.24%7,928CommonNONE
17275R102CSCOCISCO SYS INC$492,6040.24%9,256CommonNONE
931142103WMTWALMART INC$483,8350.23%5,992CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$464,5250.22%4,029CommonNONE
92204A603VISVANGUARD WORLD FD$456,4230.22%1,755CommonNONE
464287473IWSISHARES TR$449,6500.22%3,400CommonNONE
37045V100GMGENERAL MTRS CO$442,1220.21%9,860CommonNONE
464288414MUBISHARES TR$438,7570.21%4,039CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$436,2860.21%10,465CommonNONE
464287804IJRISHARES TR$431,2320.21%3,687CommonNONE
67069Y102XNXJXNUVEEN NEW JERSEY QULT MUN F$427,3600.21%32,773CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$425,1710.20%13,249CommonNONE
464287606IJKISHARES TR$420,8560.20%4,578CommonNONE
97717W851DXJWISDOMTREE TR$420,2710.20%3,965CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$413,1590.20%2,683CommonNONE
464287499IWRISHARES TR$401,2130.19%4,552CommonNONE
00206R102TAT&T INC$396,3740.19%18,017CommonNONE
30303M102METAMETA PLATFORMS INC$395,5180.19%691CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$392,7170.19%8,402CommonNONE
92189F700MOOVANECK ETF TRUST$387,0640.19%5,126CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$383,8630.18%433CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$380,5430.18%6,985CommonNONE
78464A870XBISPDR SER TR$372,0810.18%3,766CommonNONE
127190304CACICACI INTL INC$353,1920.17%700CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$349,7340.17%6,600CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$349,6120.17%6,923CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$348,7840.17%1,761CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$338,8190.16%6,700CommonNONE
595112103MUMICRON TECHNOLOGY INC$337,0580.16%3,250CommonNONE
609207105MDLZMONDELEZ INTL INC$313,2900.15%4,253CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$311,4320.15%3,491CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$306,1920.15%495CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$299,5420.14%605CommonNONE
191216100KOCOCA COLA CO$297,5720.14%4,141CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$295,9840.14%10,400CommonNONE
494368103KMBKIMBERLY-CLARK CORP$289,4090.14%2,034CommonNONE
907818108UNPUNION PAC CORP$287,1490.14%1,165CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$285,8240.14%3,663CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$285,1310.14%4,659CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$279,5330.13%3,955CommonNONE
11135F101AVGOBROADCOM INC$272,5500.13%1,580CommonNONE
464287556IBBISHARES TR$271,5440.13%1,865CommonNONE
922908652VXFVANGUARD INDEX FDS$270,6190.13%1,487CommonNONE
911363109URIUNITED RENTALS INC$266,4010.13%329CommonNONE
235851102DHRDANAHER CORPORATION$265,2310.13%954CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$262,1020.13%2,985CommonNONE
46429B697USMVISHARES TR$249,0020.12%2,727CommonNONE
126650100CVSCVS HEALTH CORP$248,3130.12%3,949CommonNONE
697435105PANWPALO ALTO NETWORKS INC$244,7290.12%716CommonNONE
26923N512FCTEETF OPPORTUNITIES TRUST$232,6800.11%8,400CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$232,6700.11%841CommonNONE
921937827BSVVANGUARD BD INDEX FDS$229,6170.11%2,918CommonNONE
460146103IPINTERNATIONAL PAPER CO$224,7100.11%4,600CommonNONE
009066101ABNBAIRBNB INC$215,5770.10%1,700CommonNONE
743315103PGRPROGRESSIVE CORP$213,1580.10%840CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$206,2530.10%2,140CommonNONE
37954Y673PAVEGLOBAL X FDS$206,0310.10%5,006CommonNONE
92204A702VGTVANGUARD WORLD FD$205,2820.10%350CommonNONE
244199105DEDEERE & CO$204,0740.10%489CommonNONE
194162103CLCOLGATE PALMOLIVE CO$203,0640.10%1,956CommonNONE
46432F396MTUMISHARES TR$202,7600.10%1,000CommonNONE
369604301GEGE AEROSPACE$200,6490.10%1,064CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP$189,0520.09%11,750CommonNONE
258622109DSLDOUBLELINE INCOME SOLUTIONS$187,3010.09%14,430CommonNONE
46131J103VKQINVESCO MUNICIPAL TRUST$117,7440.06%11,476CommonNONE
05508R106BGSB & G FOODS INC NEW$108,6680.05%12,237CommonNONE

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.