MondegarAI
NCM Capital Management, LLC

Q1 2025 · 13F-HR

NCM Capital Management, LLCholdings as filed

Filed 2025-05-14 · accession 0001907054-25-000002

$222.4M
Reported value
171
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$15.8M7.08%145,344CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$13.3M5.99%10,053CommonNONE
032108409DIVOAMPLIFY ETF TR$11.7M5.28%287,824CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$7.8M3.50%136,307CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$6.7M3.01%239,114CommonNONE
594918104MSFTMICROSOFT CORP$6.6M2.96%17,546CommonNONE
037833100AAPLAPPLE INC$6.6M2.95%29,531CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$6.0M2.70%68,942CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.6M2.50%22,659CommonNONE
922908736VUGVANGUARD INDEX FDS$5.4M2.43%14,596CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$4.8M2.18%149,902CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$4.4M1.99%53,392CommonNONE
53656F623INFLLISTED FD TR$3.8M1.70%92,963CommonNONE
02079K305GOOGLALPHABET INC$3.1M1.41%20,311CommonNONE
532457108LLYELI LILLY & CO$2.5M1.10%2,971CommonNONE
922908769VTIVANGUARD INDEX FDS$2.4M1.09%8,846CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.3M1.03%44,915CommonNONE
69374H881COWZPACER FDS TR$2.2M1.00%40,578CommonNONE
30231G102XOMEXXON MOBIL CORP$2.2M0.99%18,539CommonNONE
92204A504VHTVANGUARD WORLD FD$2.2M0.99%8,280CommonNONE
88579Y101MMM3M CO$2.1M0.96%14,605CommonNONE
437076102HDHOME DEPOT INC$1.9M0.86%5,208CommonNONE
92189F106GDXVANECK ETF TRUST$1.9M0.85%41,057CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.8M0.82%10,550CommonNONE
464287168DVYISHARES TR$1.8M0.80%13,168CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.7M0.79%22,152CommonNONE
26922A222ACIOETF SER SOLUTIONS$1.7M0.77%44,060CommonNONE
58933Y105MRKMERCK & CO INC$1.7M0.75%18,591CommonNONE
46429B663HDVISHARES TR$1.6M0.73%13,398CommonNONE
00287Y109ABBVABBVIE INC$1.6M0.73%7,698CommonNONE
023135106AMZNAMAZON COM INC$1.6M0.72%8,474CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$1.5M0.68%33,261CommonNONE
46436E338TLTWISHARES TR$1.5M0.67%62,070CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.66%5,920CommonNONE
65339F101NEENEXTERA ENERGY INC$1.5M0.66%20,731CommonNONE
464287721IYWISHARES TR$1.4M0.65%10,224CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.63%2,979CommonNONE
747525103QCOMQUALCOMM INC$1.4M0.61%8,892CommonNONE
46432F388VLUEISHARES TR$1.4M0.61%12,718CommonNONE
G29183103ETNEATON CORP PLC$1.3M0.61%4,960CommonNONE
464287200IVVISHARES TR$1.3M0.60%2,363CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.58%21,326CommonNONE
060505104BACBANK AMERICA CORP$1.3M0.57%30,483CommonNONE
438516106HONHONEYWELL INTL INC$1.2M0.56%5,879CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.2M0.55%7,201CommonNONE
46432F842IEFAISHARES TR$1.2M0.54%15,925CommonNONE
46434V621DGROISHARES TR$1.2M0.54%19,360CommonNONE
375558103GILDGILEAD SCIENCES INC$1.1M0.51%10,145CommonNONE
464287507IJHISHARES TR$1.1M0.51%19,339CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.50%5,426CommonNONE
580135101MCDMCDONALDS CORP$1.1M0.50%3,582CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.49%2,028CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.1M0.48%1,988CommonNONE
617446448MSMORGAN STANLEY$1.1M0.48%9,089CommonNONE
166764100CVXCHEVRON CORP NEW$1.0M0.47%6,250CommonNONE
88160R101TSLATESLA INC$1.0M0.47%4,018CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.45%6,093CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$997,9630.45%12,374CommonNONE
75513E101RTXRTX CORPORATION$962,4410.43%7,266CommonNONE
713448108PEPPEPSICO INC$948,2610.43%6,324CommonNONE
09260D107BXBLACKSTONE INC$943,2350.42%6,748CommonNONE
37954Y384BUGGLOBAL X FDS$933,4470.42%28,864CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$922,8380.41%7,156CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$916,0110.41%15,349CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$889,1550.40%8,654CommonNONE
94106L109WMWASTE MGMT INC DEL$865,1530.39%3,737CommonNONE
254687106DISDISNEY WALT CO$859,6340.39%8,710CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$836,2110.38%10,239CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$831,1540.37%16,052CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$829,6340.37%18,290CommonNONE
084423102WRBBERKLEY W R CORP$801,2080.36%11,259CommonNONE
025072372AVESAMERICAN CENTY ETF TR$791,1560.36%16,776CommonNONE
717081103PFEPFIZER INC$787,0940.35%31,061CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$786,1470.35%10,127CommonNONE
464287655IWMISHARES TR$782,0010.35%3,920CommonNONE
464287457SHYISHARES TR$741,7890.33%8,966CommonNONE
458140100INTCINTEL CORP$738,2920.33%32,510CommonNONE
031162100AMGNAMGEN INC$731,2080.33%2,347CommonNONE
539830109LMTLOCKHEED MARTIN CORP$717,2140.32%1,606CommonNONE
922908744VTVVANGUARD INDEX FDS$682,6680.31%3,952CommonNONE
219350105GLWCORNING INC$674,1110.30%14,725CommonNONE
149123101CATCATERPILLAR INC$669,4940.30%2,030CommonNONE
464287309IVWISHARES TR$668,3760.30%7,200CommonNONE
126650100CVSCVS HEALTH CORP$665,6440.30%9,825CommonNONE
46432F339QUALISHARES TR$656,0470.30%3,839CommonNONE
931142103WMTWALMART INC$656,0250.30%7,473CommonNONE
87265H109T86TRI POINTE HOMES INC$641,5920.29%20,100CommonNONE
654106103NKENIKE INC$635,9110.29%10,018CommonNONE
097023105BABOEING CO$628,3830.28%3,684CommonNONE
92204A207VDCVANGUARD WORLD FD$624,7310.28%2,855CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$613,7830.28%1,967CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$609,5070.27%11,837CommonNONE
26923N512FCTEETF OPPORTUNITIES TRUST$583,8120.26%23,250CommonNONE
002824100ABTABBOTT LABS$583,6150.26%4,400CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$576,5590.26%19,691CommonNONE
922908553VNQVANGUARD INDEX FDS$570,3670.26%6,300CommonNONE
78463V107GLDSPDR GOLD TR$567,6360.26%1,970CommonNONE
922908363VOOVANGUARD INDEX FDS$562,2180.25%1,094CommonNONE
464287598IWDISHARES TR$557,7400.25%2,964CommonNONE
95058W100WENWENDYS CO$551,4760.25%37,695CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$545,4050.25%975CommonNONE
17275R102CSCOCISCO SYS INC$540,3330.24%8,756CommonNONE
548661107LOWLOWES COS INC$532,0650.24%2,281CommonNONE
00206R102TAT&T INC$519,0510.23%18,354CommonNONE
075887109BDXBECTON DICKINSON & CO$512,7400.23%2,238CommonNONE
882508104TXNTEXAS INSTRS INC$512,3260.23%2,851CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$497,5630.22%12,954CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$479,1820.22%9,485CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$471,9740.21%9,400CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$467,2470.21%3,831CommonNONE
37045V100GMGENERAL MTRS CO$463,7160.21%9,860CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$458,2420.21%4,166CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$451,1720.20%6,923CommonNONE
97717W851DXJWISDOMTREE TR$437,7060.20%3,973CommonNONE
02079K107GOOGALPHABET INC$437,7050.20%2,802CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$431,2630.19%10,465CommonNONE
464287473IWSISHARES TR$428,2980.19%3,400CommonNONE
464288414MUBISHARES TR$427,8760.19%4,058CommonNONE
126408103CSXCSX CORP$425,1460.19%14,446CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$415,6040.19%13,325CommonNONE
464287499IWRISHARES TR$404,2530.18%4,752CommonNONE
30303M102METAMETA PLATFORMS INC$403,0310.18%699CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$391,6720.18%2,683CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$390,6070.18%413CommonNONE
464287804IJRISHARES TR$380,3210.17%3,637CommonNONE
464287606IJKISHARES TR$364,6000.16%4,378CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$363,9060.16%5,218CommonNONE
92204A603VISVANGUARD WORLD FD$347,8080.16%1,405CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$341,6160.15%1,761CommonNONE
67069Y102XNXJXNUVEEN NEW JERSEY QULT MUN F$340,2350.15%28,907CommonNONE
92189F700MOOVANECK ETF TRUST$339,5180.15%5,001CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$338,1250.15%12,500CommonNONE
609207105MDLZMONDELEZ INTL INC$338,1220.15%4,983CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$335,8530.15%6,300CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$330,5050.15%605CommonNONE
697435105PANWPALO ALTO NETWORKS INC$327,6290.15%1,920CommonNONE
921910733ESGVVANGUARD WORLD FD$327,2510.15%3,341CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$326,4950.15%6,500CommonNONE
191216100KOCOCA COLA CO$325,7990.15%4,549CommonNONE
921937835BNDVANGUARD BD INDEX FDS$311,2810.14%4,238CommonNONE
494368103KMBKIMBERLY-CLARK CORP$303,5780.14%2,135CommonNONE
78464A870XBISPDR SER TR$301,3680.14%3,716CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$289,0380.13%3,512CommonNONE
595112103MUMICRON TECHNOLOGY INC$282,3930.13%3,250CommonNONE
907818108UNPUNION PAC CORP$275,2200.12%1,165CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$270,7620.12%5,348CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$269,9280.12%2,888CommonNONE
369604301GEGE AEROSPACE$260,5950.12%1,302CommonNONE
921909768VXUSVANGUARD STAR FDS$260,3230.12%4,192CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$259,4600.12%4,659CommonNONE
127190304CACICACI INTL INC$256,8440.12%700CommonNONE
922908652VXFVANGUARD INDEX FDS$256,1510.12%1,487CommonNONE
46429B697USMVISHARES TR$255,4110.11%2,727CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$246,3120.11%495CommonNONE
460146103IPINTERNATIONAL PAPER CO$245,4100.11%4,600CommonNONE
464287556IBBISHARES TR$238,5340.11%1,865CommonNONE
743315103PGRPROGRESSIVE CORP$237,7280.11%840CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$233,9040.11%766CommonNONE
92826C839VVISA INC$229,9020.10%656CommonNONE
244199105DEDEERE & CO$229,5120.10%489CommonNONE
921937827BSVVANGUARD BD INDEX FDS$228,4210.10%2,918CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$218,0660.10%3,342CommonNONE
921910725VSGXVANGUARD WORLD FD$212,5640.10%3,604CommonNONE
46432F396MTUMISHARES TR$211,0240.09%1,044CommonNONE
911363109URIUNITED RENTALS INC$206,1840.09%329CommonNONE
258622109DSLDOUBLELINE INCOME SOLUTIONS$161,4080.07%12,800CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP$150,9760.07%10,784CommonNONE
345370860FFORD MTR CO$112,7970.05%11,246CommonNONE
46131J103VKQINVESCO MUNICIPAL TRUST$110,7430.05%11,476CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$91,7280.04%10,400CommonNONE
05508R106BGSB & G FOODS INC NEW$79,0050.04%11,500CommonNONE

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.