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ISLAY CAPITAL MANAGEMENT, LLC

Q1 2024 · 13F-HR

ISLAY CAPITAL MANAGEMENT, LLCholdings as filed

Filed 2024-05-14 · accession 0001941040-24-000256

$134.3M
Reported value
200
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524797SCHDSCHWAB STRATEGIC TR$10.4M7.71%128,409CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$7.7M5.76%126,809CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$6.9M5.16%196,898CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$4.9M3.66%52,531CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.1M3.06%9,789CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$4.0M2.95%82,246CommonSOLE
594918104MSFTMICROSOFT CORP$3.7M2.78%8,868CommonSOLE
037833100AAPLAPPLE INC$3.7M2.74%21,482CommonSOLE
46432F842IEFAISHARES TR$3.2M2.38%43,098CommonSOLE
03073E105CORCENCORA INC$3.0M2.25%12,448CommonSOLE
72201R817CORPPIMCO ETF TR$2.8M2.08%29,060CommonSOLE
464287200IVVISHARES TR$2.4M1.80%4,594CommonSOLE
46138E719IFLNINVESCO EXCH TRADED FD TR II$2.4M1.79%132,768CommonSOLE
46434V621DGROISHARES TR$2.2M1.61%37,149CommonSOLE
718546104PSXPHILLIPS 66$1.9M1.42%11,714CommonSOLE
02079K305GOOGLALPHABET INC$1.9M1.39%12,383CommonSOLE
20825C104COPCONOCOPHILLIPS$1.8M1.32%13,936CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$1.7M1.29%26,911CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.7M1.24%5,210CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.6M1.18%36,425CommonSOLE
097023105BABOEING CO$1.6M1.16%8,105CommonSOLE
56585A102MPCMARATHON PETE CORP$1.6M1.16%7,723CommonSOLE
464288281EMBISHARES TR$1.5M1.13%16,962CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.5M1.12%3,317CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.5M1.10%12,713CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.5M1.09%25,290CommonSOLE
629377508NRGNRG ENERGY INC$1.3M0.95%18,910CommonSOLE
03463K752UYLDANGEL OAK FUNDS TRUST$1.3M0.95%25,050CommonSOLE
464288513HYGISHARES TR$1.2M0.91%15,745CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.2M0.91%25,407CommonSOLE
401617105GU9GUESS INC$1.2M0.90%38,413CommonSOLE
316188200FLTBFIDELITY MERRIMACK STR TR$1.2M0.89%24,243CommonSOLE
013091103ACIALBERTSONS COS INC$1.2M0.87%54,729CommonSOLE
501044101KRKROGER CO$1.2M0.87%20,441CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.86%2,326CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.1M0.85%10,255CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.83%7,076CommonSOLE
97717W315DEMWISDOMTREE TR$1.1M0.82%26,475CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.82%48,054CommonSOLE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1.1M0.81%82,278CommonSOLE
88033G407THCTENET HEALTHCARE CORP$1.1M0.81%10,324CommonSOLE
02072L607FRDMEA SERIES TRUST$1.1M0.80%31,665CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$1.1M0.79%14,084CommonSOLE
086516101BBYBEST BUY INC$1.1M0.79%12,873CommonSOLE
00162Q452AMLPALPS ETF TR$1.0M0.78%22,033CommonSOLE
464287168DVYISHARES TR$1.0M0.76%8,306CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.0M0.75%10,938CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.0M0.75%3,853CommonSOLE
871829107SYYSYSCO CORP$1.0M0.75%12,364CommonSOLE
801056102SANMSANMINA CORPORATION$999,6060.74%16,076CommonSOLE
127203107WHDCACTUS INC$995,2380.74%19,869CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$958,2970.71%25,858CommonSOLE
74319N100ACDCPROFRAC HLDG CORP$894,7620.67%107,029CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$888,4590.66%10,947CommonSOLE
466313103JBLJABIL INC$876,4350.65%6,543CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$863,1660.64%7,676CommonSOLE
166764100CVXCHEVRON CORP NEW$811,8880.60%5,147CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$774,2870.58%635CommonSOLE
44951W106IESCIES HLDGS INC$739,3280.55%6,078CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$724,0680.54%2,089CommonSOLE
37954Y889CATHGLOBAL X FDS$712,0680.53%11,189CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$702,5700.52%40,611CommonSOLE
316188101FCORFIDELITY MERRIMACK STR TR$664,5780.49%14,292CommonSOLE
023135106AMZNAMAZON COM INC$656,5830.49%3,640CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$638,4560.48%2,912CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$601,5010.45%3,003CommonSOLE
67066G104NVDANVIDIA CORPORATION$582,7960.43%645CommonSOLE
87612E106TGTTARGET CORP$570,2620.42%3,218CommonSOLE
882508104TXNTEXAS INSTRS INC$569,6670.42%3,270CommonSOLE
291011104EMREMERSON ELEC CO$549,6330.41%4,846CommonSOLE
125523100CITHE CIGNA GROUP$523,7200.39%1,442CommonSOLE
842587107SOSOUTHERN CO$503,5160.37%7,019CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$498,9980.37%20,024CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$494,4060.37%3,634CommonSOLE
48251W104KKRKKR & CO INC$490,9310.37%4,881CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$477,7030.36%57,624CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$477,4960.36%400CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$446,0720.33%14,085CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$408,6810.30%19,268CommonSOLE
407497106HLNEHAMILTON LANE INC$375,9420.28%3,334CommonSOLE
78464A664SPTLSPDR SER TR$371,0710.28%13,281CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$336,4530.25%4,651CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$331,4100.25%18,873CommonSOLE
651639106NEMNEWMONT CORP$281,5230.21%7,855CommonSOLE
43114Q105HPKHIGHPEAK ENERGY INC$235,7620.18%14,950CommonSOLE
785688102SBRSABINE RTY TR$221,2350.16%3,500CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$192,2840.14%3,909CommonSOLE
46434G103IEMGISHARES INC$173,8400.13%3,369CommonSOLE
464287804IJRISHARES TR$171,7480.13%1,554CommonSOLE
126650100CVSCVS HEALTH CORP$170,1280.13%2,133CommonSOLE
615369105MCOMOODYS CORP$165,4660.12%421CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$164,7260.12%773CommonSOLE
75513E101RTXRTX CORPORATION$161,2170.12%1,653CommonSOLE
053332102AZOAUTOZONE INC$157,5830.12%50CommonSOLE
244199105DEDEERE & CO$156,0810.12%380CommonSOLE
500767736IVOLKRANESHARES TRUST$153,3410.11%8,100CommonSOLE
461202103INTUINTUIT$133,2500.10%205CommonSOLE
09260D107BXBLACKSTONE INC$131,3700.10%1,000CommonSOLE
260557103DOWDOW INC$116,7290.09%2,015CommonSOLE
191216100KOCOCA COLA CO$113,5470.08%1,856CommonSOLE
931142103WMTWALMART INC$108,3060.08%1,800CommonSOLE
02079K107GOOGALPHABET INC$106,5820.08%700CommonSOLE
744320102PRUPRUDENTIAL FINL INC$104,9560.08%894CommonSOLE
78463V107GLDSPDR GOLD TR$102,8600.08%500CommonSOLE
46432F339QUALISHARES TR$98,6100.07%600CommonSOLE
00130H105AESAES CORP$93,0210.07%5,188CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$92,6910.07%450CommonSOLE
697900108PAASPAN AMERN SILVER CORP$76,8780.06%5,098CommonSOLE
464287101OEFISHARES TR$76,6970.06%310CommonSOLE
464287432TLTISHARES TR$76,3580.06%807CommonSOLE
64110L106NFLXNETFLIX INC$75,3090.06%124CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$74,9420.06%2,968CommonSOLE
92826C839VVISA INC$69,7700.05%250CommonSOLE
292562105WIREEURENCORE WIRE CORP$67,2720.05%256CommonSOLE
036752103ELVELEVANCE HEALTH INC$65,8550.05%127CommonSOLE
767204100RIORIO TINTO PLC$63,7400.05%1,000CommonSOLE
00287Y109ABBVABBVIE INC$63,7350.05%350CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$63,0900.05%3,000CommonSOLE
68389X105ORCLORACLE CORP$62,8050.05%500CommonSOLE
66987E206NGNOVAGOLD RES INC$60,0000.04%20,000CommonSOLE
002824100ABTABBOTT LABS$56,8300.04%500CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$54,5270.04%98CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$53,1260.04%125CommonSOLE
747525103QCOMQUALCOMM INC$50,7900.04%300CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$50,1800.04%1,000CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$48,2550.04%980CommonSOLE
85207Q104SPPPSPROTT PHYSICAL PLAT PALLAD$48,2500.04%5,000CommonSOLE
682680103OKEONEOK INC NEW$48,1020.04%600CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$45,9330.03%250CommonSOLE
458140100INTCINTEL CORP$44,1700.03%1,000CommonSOLE
464288836IHEISHARES TR$42,7740.03%630CommonSOLE
46432F396MTUMISHARES TR$42,1540.03%225CommonSOLE
595112103MUMICRON TECHNOLOGY INC$41,2620.03%350CommonSOLE
670346105NUENUCOR CORP$38,9860.03%197CommonSOLE
02209S103MOALTRIA GROUP INC$36,7280.03%842CommonSOLE
03743Q108APAAPA CORPORATION$34,3800.03%1,000CommonSOLE
717081103PFEPFIZER INC$34,2990.03%1,236CommonSOLE
464288620USIGISHARES TR$34,2190.03%674CommonSOLE
92189H805REMXVANECK ETF TRUST$33,3840.02%650CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$33,2430.02%430CommonSOLE
464288687PFFISHARES TR$32,2300.02%1,000CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$30,8810.02%4,074CommonSOLE
753018100RANIRANI THERAPEUTICS HLDGS INC$29,8900.02%9,611CommonSOLE
806857108SLBSCHLUMBERGER LTD$29,8710.02%545CommonSOLE
617446448MSMORGAN STANLEY$28,2480.02%300CommonSOLE
29250N105ENBENBRIDGE INC$28,1120.02%777CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$25,7920.02%400CommonSOLE
219350105GLWCORNING INC$25,5440.02%775CommonSOLE
863667101SYKSTRYKER CORPORATION$25,0510.02%70CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$22,4280.02%376CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$19,9270.01%145CommonSOLE
922908363VOOVANGUARD INDEX FDS$19,2280.01%40CommonSOLE
922908553VNQVANGUARD INDEX FDS$17,9880.01%208CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$17,5750.01%500CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$16,4450.01%250CommonSOLE
29273V100ETENERGY TRANSFER L P$16,1080.01%1,024CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$15,6600.01%500CommonSOLE
00724F101ADBEADOBE INC$15,1380.01%30CommonSOLE
91912E105VALEVALE S A$12,1900.01%1,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$10,1130.01%21CommonSOLE
G0508H110ALTMEURARCADIUM LITHIUM PLC$8,5510.01%1,984CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$8,2780.01%165CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7,9720.01%190CommonSOLE
87612G101TRGPTARGA RES CORP$7,9510.01%71CommonSOLE
256677105DGDOLLAR GEN CORP NEW$7,8030.01%50CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$7,7240.01%50CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$7,6990.01%100CommonSOLE
81730H109SSENTINELONE INC$6,9930.01%300CommonSOLE
87968A104TELLEURTELLURIAN INC NEW$6,6140.00%10,000CommonSOLE
780287108RGLDROYAL GOLD INC$6,0910.00%50CommonSOLE
852234103XYZBLOCK INC$5,9210.00%70CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$5,6980.00%200CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$5,4270.00%75CommonSOLE
92204A702VGTVANGUARD WORLD FD$5,2430.00%10CommonSOLE
00214Q104ARKKARK ETF TR$5,0080.00%100CommonSOLE
403949100DINOHF SINCLAIR CORP$4,8300.00%80CommonSOLE
92189F791GDXJVANECK ETF TRUST$3,8740.00%100CommonSOLE
464287408IVEISHARES TR$2,6150.00%14CommonSOLE
77543R102ROKUROKU INC$2,6070.00%40CommonSOLE
21240E105VLRSCONTROLADORA VUELA COMP DE A$2,5970.00%350CommonSOLE
464286327SLVPISHARES INC$2,5400.00%250CommonSOLE
28106W103EDITEDITAS MEDICINE INC$2,2260.00%300CommonSOLE
464288406IMCVISHARES TR$2,1770.00%30CommonSOLE
78468R853SPSMSPDR SER TR$2,1090.00%49CommonSOLE
464287234EEMISHARES TR$1,7250.00%42CommonSOLE
55087P104LYFTLYFT INC$1,5480.00%80CommonSOLE
22717L101CRONCRONOS GROUP INC$5220.00%200CommonSOLE
78573M104SABRSABRE CORP$4840.00%200CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4450.00%3CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$4350.00%20CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$4090.00%9CommonSOLE
92556V106VTRSVIATRIS INC$2870.00%24CommonSOLE
406216101HALHALLIBURTON CO$2370.00%6CommonSOLE
132061821TOKEUSDCAMBRIA ETF TR$1280.00%20CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$370.00%15CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$260.00%1CommonSOLE
89269P103TRAEGER INC$130.00%5CommonSOLE
58155Q103MCKMCKESSON CORP$00CommonSOLE
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.