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ISLAY CAPITAL MANAGEMENT, LLC

Q3 2023 · 13F-HR

ISLAY CAPITAL MANAGEMENT, LLCholdings as filed

Filed 2023-11-02 · accession 0001941040-23-000334

$119.4M
Reported value
216
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524797SCHDSCHWAB STRATEGIC TR$8.5M7.10%119,878CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$5.8M4.88%74,809CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$5.1M4.31%103,262CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$4.9M4.10%174,025CommonSOLE
46432F842IEFAISHARES TR$4.5M3.81%70,614CommonSOLE
72201R817CORPPIMCO ETF TR$3.9M3.28%42,962CommonSOLE
037833100AAPLAPPLE INC$3.7M3.06%21,356CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.3M2.77%9,447CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.2M2.72%7,600PUTSOLE
808524862SCHOSCHWAB STRATEGIC TR$2.7M2.29%57,072CommonSOLE
594918104MSFTMICROSOFT CORP$2.7M2.26%8,562CommonSOLE
46138E719IFLNINVESCO EXCH TRADED FD TR II$2.6M2.20%153,536CommonSOLE
464288281EMBISHARES TR$2.4M2.05%29,651CommonSOLE
20825C104COPCONOCOPHILLIPS$1.7M1.43%14,303CommonSOLE
464287200IVVISHARES TR$1.6M1.31%3,633CommonSOLE
46434V621DGROISHARES TR$1.5M1.26%30,297CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.4M1.19%31,967CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.4M1.18%5,189CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.4M1.15%11,636CommonSOLE
02079K305GOOGLALPHABET INC$1.3M1.10%10,061CommonSOLE
718546104PSXPHILLIPS 66$1.3M1.08%10,781CommonSOLE
56585A102MPCMARATHON PETE CORP$1.3M1.07%8,413CommonSOLE
03073E105CORCENCORA INC$1.3M1.05%6,966CommonSOLE
842587107SOSOUTHERN CO$1.2M1.04%19,254CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.98%2,856CommonSOLE
78464A664SPTLSPDR SER TR$1.2M0.97%44,105CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.1M0.92%18,864CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$1.1M0.92%21,147CommonSOLE
316188101FCORFIDELITY MERRIMACK STR TR$1.1M0.91%24,857CommonSOLE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1.1M0.88%83,118CommonSOLE
097023105BABOEING CO$1.0M0.87%5,391CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.0M0.86%2,028CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$965,7060.81%4,756CommonSOLE
478160104JNJJOHNSON & JOHNSON$956,2270.80%6,140CommonSOLE
02072L607FRDMEA SERIES TRUST$929,7850.78%32,843CommonSOLE
69318G106PBFPBF ENERGY INC$872,8070.73%16,305CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$868,1480.73%11,938CommonSOLE
00162Q452AMLPALPS ETF TR$859,0230.72%20,356CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$853,1360.71%53,321CommonSOLE
127203107WHDCACTUS INC$850,8080.71%16,945CommonSOLE
91913Y100VLOVALERO ENERGY CORP$845,1580.71%5,964CommonSOLE
464288513HYGISHARES TR$839,1550.70%11,383CommonSOLE
466313103JBLJABIL INC$836,9660.70%6,596CommonSOLE
97717W315DEMWISDOMTREE TR$836,1410.70%22,309CommonSOLE
464287168DVYISHARES TR$818,5500.69%7,605CommonSOLE
626755102MUSAMURPHY USA INC$815,7100.68%2,387CommonSOLE
783549108RRYDER SYS INC$815,3870.68%7,624CommonSOLE
88830M102TWITITAN INTL INC ILL$811,5880.68%60,431CommonSOLE
403949100DINOHF SINCLAIR CORP$798,8990.67%14,033CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$793,1600.66%22,069CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$769,1090.64%54,858CommonSOLE
885160101THOTHOR INDS INC$768,1750.64%8,075CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$766,8980.64%2,854CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$757,1160.63%4,532CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$751,4090.63%3,266CommonSOLE
801056102SANMSANMINA CORPORATION$750,8550.63%13,833CommonSOLE
34959E109FTNTFORTINET INC$735,2600.62%12,530CommonSOLE
12662P108CVICVR ENERGY INC$729,5690.61%21,439CommonSOLE
929566107WNCWABASH NATL CORP$729,4210.61%34,537CommonSOLE
536797103LADLITHIA MTRS INC$728,2840.61%2,466CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$720,1600.60%1,819CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$708,0250.59%635CommonSOLE
042735100ARWARROW ELECTRS INC$676,5460.57%5,402CommonSOLE
053807103AVTAVNET INC$648,1560.54%13,450CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$585,8460.49%40,911CommonSOLE
500767736IVOLKRANESHARES TR$570,2320.48%27,735CommonSOLE
316188200FLTBFIDELITY MERRIMACK STR TR$564,1790.47%11,804CommonSOLE
03463K752UYLDANGEL OAK FUNDS TRUST$506,5500.42%10,000CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$501,6740.42%16,497CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$501,5110.42%1,633CommonSOLE
882508104TXNTEXAS INSTRS INC$478,1430.40%3,007CommonSOLE
023135106AMZNAMAZON COM INC$471,6150.39%3,710CommonSOLE
37954Y889CATHGLOBAL X FDS$468,0850.39%8,950CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$444,8840.37%400CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$436,7900.37%57,624CommonSOLE
291011104EMREMERSON ELEC CO$429,6430.36%4,449CommonSOLE
125523100CITHE CIGNA GROUP$422,5250.35%1,477CommonSOLE
78468R853SPSMSPDR SER TR$413,3540.35%11,202CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$385,9810.32%2,662CommonSOLE
69346N107PDXPIMCO ENERGY & TACTICAL CR O$381,7620.32%19,252CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$365,8040.31%7,648CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$346,4740.29%3,860CommonSOLE
78468R663BILSPDR SER TR$344,3250.29%3,750CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$338,6190.28%1,585CommonSOLE
464287432TLTISHARES TR$317,1190.27%3,576CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$308,8890.26%1,774CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$295,6340.25%3,402CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$291,8410.24%8,801CommonSOLE
67066G104NVDANVIDIA CORPORATION$280,5690.23%645CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$280,3560.23%18,300CommonSOLE
43114Q105HPKHIGHPEAK ENERGY INC$274,3000.23%16,250CommonSOLE
464287804IJRISHARES TR$224,8830.19%2,384CommonSOLE
651639106NEMNEWMONT CORP$204,4810.17%5,534CommonSOLE
785688102SBRSABINE RTY TR$197,2500.17%3,000CommonSOLE
75513E101RTXRTX CORPORATION$157,6220.13%2,190CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$157,5480.13%2,537CommonSOLE
46434G103IEMGISHARES INC$152,7640.13%3,210CommonSOLE
126650100CVSCVS HEALTH CORP$148,9260.12%2,133CommonSOLE
244199105DEDEERE & CO$143,4040.12%380CommonSOLE
615369105MCOMOODYS CORP$141,9600.12%449CommonSOLE
053332102AZOAUTOZONE INC$127,0000.11%50CommonSOLE
436893200HOMBHOME BANCSHARES INC$113,4530.10%5,418CommonSOLE
09260D107BXBLACKSTONE INC$107,1400.09%1,000CommonSOLE
260557103DOWDOW INC$106,2140.09%2,060CommonSOLE
46432F339QUALISHARES TR$105,4320.09%800CommonSOLE
461202103INTUINTUIT$104,7430.09%205CommonSOLE
949746101WMT2WELLS FARGO CO NEW$102,1500.09%2,500CommonSOLE
931142103WMTWALMART INC$95,9580.08%600CommonSOLE
02079K107GOOGALPHABET INC$92,2950.08%700CommonSOLE
744320102PRUPRUDENTIAL FINL INC$90,3350.08%952CommonSOLE
191216100KOCOCA COLA CO$86,6070.07%1,547CommonSOLE
78463V107GLDSPDR GOLD TR$85,7250.07%500CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$85,6350.07%450CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$80,3090.07%925CommonSOLE
00130H105AESAES CORP$78,8580.07%5,188CommonSOLE
66987E206NGNOVAGOLD RES INC$76,8000.06%20,000CommonSOLE
92189H805REMXVANECK ETF TRUST$76,2800.06%1,150CommonSOLE
697900108PAASPAN AMERN SILVER CORP$73,8190.06%5,098CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$72,6580.06%3,035CommonSOLE
767204100RIORIO TINTO PLC$63,6400.05%1,000CommonSOLE
464287101OEFISHARES TR$62,1980.05%310CommonSOLE
92826C839VVISA INC$57,5030.05%250CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$56,3940.05%453CommonSOLE
036752103ELVELEVANCE HEALTH INC$55,2980.05%127CommonSOLE
85207Q104SPPPSPROTT PHYSICAL PLAT PALLAD$53,8500.05%5,000CommonSOLE
68389X105ORCLORACLE CORP$52,9600.04%500CommonSOLE
00287Y109ABBVABBVIE INC$52,1710.04%350CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$51,4800.04%3,000CommonSOLE
002824100ABTABBOTT LABS$48,4250.04%500CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$48,2680.04%125CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$47,7000.04%1,000CommonSOLE
64110L106NFLXNETFLIX INC$46,8220.04%124CommonSOLE
292562105WIREEURENCORE WIRE CORP$46,7100.04%256CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$44,7510.04%98CommonSOLE
03743Q108APAAPA CORPORATION$41,1000.03%1,000CommonSOLE
717081103PFEPFIZER INC$40,9980.03%1,236CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$40,5920.03%980CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$39,0530.03%250CommonSOLE
682680103OKEONEOK INC NEW$38,0580.03%600CommonSOLE
464288836IHEISHARES TR$37,1660.03%210CommonSOLE
458140100INTCINTEL CORP$35,5500.03%1,000CommonSOLE
02209S103MOALTRIA GROUP INC$35,4060.03%842CommonSOLE
747525103QCOMQUALCOMM INC$33,3180.03%300CommonSOLE
464288620USIGISHARES TR$32,3990.03%674CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$32,3150.03%430CommonSOLE
670346105NUENUCOR CORP$30,8010.03%197CommonSOLE
464288687PFFISHARES TR$30,1500.03%1,000CommonSOLE
501044101KRKROGER CO$26,9840.02%603CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$26,2770.02%4,074CommonSOLE
629377508NRGNRG ENERGY INC$26,1940.02%680CommonSOLE
29250N105ENBENBRIDGE INC$26,0610.02%777CommonSOLE
81730H109SSENTINELONE INC$25,2900.02%1,500CommonSOLE
617446448MSMORGAN STANLEY$24,5010.02%300CommonSOLE
595112103MUMICRON TECHNOLOGY INC$23,8110.02%350CommonSOLE
219350105GLWCORNING INC$23,6140.02%775CommonSOLE
55024U109LITELUMENTUM HLDGS INC$22,1380.02%490CommonSOLE
753018100RANIRANI THERAPEUTICS HLDGS INC$20,9040.02%9,611CommonSOLE
863667101SYKSTRYKER CORPORATION$19,1290.02%70CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$17,1200.01%400CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$17,0890.01%376CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$16,7380.01%100CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$15,9530.01%145CommonSOLE
922908553VNQVANGUARD INDEX FDS$15,7370.01%208CommonSOLE
00724F101ADBEADOBE INC$15,2970.01%30CommonSOLE
53814L108LTHM1EURLIVENT CORP$15,1880.01%825CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$14,7150.01%500CommonSOLE
78464A698KRESPDR SER TR$14,6200.01%350CommonSOLE
29273V100ETENERGY TRANSFER L P$14,3670.01%1,024CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$14,1800.01%500CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$13,6730.01%88CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$13,6450.01%250CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$13,4640.01%255CommonSOLE
91912E105VALEVALE S A$13,4000.01%1,000CommonSOLE
46090E103QQQINVESCO QQQ TR$12,8980.01%36CommonSOLE
87968A104TELLEURTELLURIAN INC NEW$11,6000.01%10,000CommonSOLE
922908363VOOVANGUARD INDEX FDS$10,6030.01%27CommonSOLE
922908595VBKVANGUARD INDEX FDS$9,8520.01%46CommonSOLE
48251W104KKRKKR & CO INC$7,7250.01%125CommonSOLE
368736104GNRCGENERAC HLDGS INC$7,6270.01%70CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6,5060.01%75CommonSOLE
783754104RYZRYERSON HLDG CORP$6,1670.01%212CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$6,1580.01%190CommonSOLE
464287242LQDISHARES TR$6,1210.01%60CommonSOLE
464287507IJHISHARES TR$5,9840.01%24CommonSOLE
780287108RGLDROYAL GOLD INC$5,3170.00%50CommonSOLE
256677105DGDOLLAR GEN CORP NEW$5,2900.00%50CommonSOLE
345370860FFORD MTR CO DEL$4,9680.00%400CommonSOLE
92189F791GDXJVANECK ETF TRUST$4,8350.00%150CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$4,8050.00%50CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4,5990.00%100CommonSOLE
548661107LOWLOWES COS INC$4,1570.00%20CommonSOLE
92204A702VGTVANGUARD WORLD FDS$4,1490.00%10CommonSOLE
00214Q104ARKKARK ETF TR$3,9670.00%100CommonSOLE
852234103XYZBLOCK INC$3,0980.00%70CommonSOLE
77543R102ROKUROKU INC$2,8240.00%40CommonSOLE
92189F106GDXVANECK ETF TRUST$2,6910.00%100CommonSOLE
21240E105VLRSCONTROLADORA VUELA COMP DE A$2,3770.00%350CommonSOLE
28106W103EDITEDITAS MEDICINE INC$2,3400.00%300CommonSOLE
464287408IVEISHARES TR$2,1540.00%14CommonSOLE
464286327SLVPISHARES INC$2,1430.00%250CommonSOLE
464288406IMCVISHARES TR$1,8180.00%30CommonSOLE
464287234EEMISHARES TR$1,5940.00%42CommonSOLE
78573M104SABRSABRE CORP$8980.00%200CommonSOLE
55087P104LYFTLYFT INC$8430.00%80CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4210.00%3CommonSOLE
22717L101CRONCRONOS GROUP INC$4000.00%200CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$3620.00%24CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$2650.00%9CommonSOLE
406216101HALHALLIBURTON CO$2430.00%6CommonSOLE
92556V106VTRSVIATRIS INC$2370.00%24CommonSOLE
132061821TOKEUSDCAMBRIA ETF TR$1160.00%20CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$360.00%15CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$220.00%1CommonSOLE
89269P103TRAEGER INC$140.00%5CommonSOLE
756158101UTGREAVES UTIL INCOME FD$00CommonSOLE
00206R102TAT&T INC$00CommonSOLE

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.