MondegarAI
Requisite Capital Management, LLC

Q4 2024 · 13F-HR

Requisite Capital Management, LLCholdings as filed

Filed 2025-01-21 · accession 0001951757-25-000088

$489.9M
Reported value
95
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$80.2M16.4%136,313CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$77.8M15.9%1,343,293CommonNONE
69374H881COWZPACER FDS TR$70.6M14.4%1,243,970CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$61.5M12.6%1,081,911CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$47.5M9.69%270,876CommonNONE
665531307NOGNORTHERN OIL & GAS INC$21.9M4.47%582,252CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$15.1M3.08%298,403CommonNONE
03463K752UYLDANGEL OAK FUNDS TRUST$11.4M2.32%221,693CommonNONE
29273V100ETENERGY TRANSFER L P$10.8M2.20%550,610CommonNONE
75281A109RRCRANGE RES CORP$9.8M1.99%271,035CommonNONE
69122G102BLUE OWL CAP CORP III$6.6M1.35%431,990CommonNONE
48662X105KBDCKAYNE ANDERSON BDC INC$5.6M1.14%329,940CommonNONE
74347G242ISPYPROSHARES TR$5.0M1.02%113,343CommonNONE
46090E103QQQINVESCO QQQ TR$4.3M0.88%8,394CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$4.3M0.87%80,139CommonNONE
594918104MSFTMICROSOFT CORP$3.7M0.75%8,687CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$3.2M0.64%59,405CommonNONE
69374H436QDPLPACER FDS TR$2.8M0.57%72,014CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$2.6M0.54%69,770CommonNONE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$2.4M0.50%308,649CommonNONE
927959106VNOMUSDVIPER ENERGY INC$2.1M0.42%42,141CommonNONE
302301106EZPWEZCORP INC$1.9M0.40%158,545CommonNONE
17275R102CSCOCISCO SYS INC$1.7M0.34%28,217CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$1.6M0.33%9,853CommonNONE
92971A109MAPSWM TECHNOLOGY INC$1.6M0.32%1,147,386CommonNONE
46438R105ETHAISHARES ETHEREUM TR$1.5M0.30%58,260CommonNONE
037833100AAPLAPPLE INC$1.3M0.26%5,072CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$1.2M0.25%32,486CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.2M0.25%44,087CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.23%4,732CommonNONE
71424F105PRPERMIAN RESOURCES CORP$960,2960.20%66,780CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$933,2400.19%28,000CommonNONE
02079K107GOOGALPHABET INC$927,4430.19%4,870CommonNONE
166764100CVXCHEVRON CORP NEW$910,3190.19%6,285CommonNONE
20825C104COPCONOCOPHILLIPS$864,5640.18%8,718CommonNONE
594972408MSTRMICROSTRATEGY INC$861,6200.18%2,975CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$843,1990.17%11,149CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$795,5090.16%25,367CommonNONE
92826C839VVISA INC$735,4250.15%2,327CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$596,6600.12%2,809CommonNONE
67066G104NVDANVIDIA CORPORATION$593,5620.12%4,420CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$565,2930.12%7,403CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$565,2220.12%30,752CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$553,1720.11%941CommonNONE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$548,0000.11%400,000CommonNONE
30231G102XOMEXXON MOBIL CORP$547,6390.11%5,091CommonNONE
191216100KOCOCA COLA CO$538,2380.11%8,645CommonNONE
023135106AMZNAMAZON COM INC$531,5820.11%2,423CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$516,4850.11%3,341CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$463,6330.09%506CommonNONE
81749D107SERASERA PROGNOSTICS INC$452,9750.09%55,648CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$451,3600.09%2,000CommonNONE
88080T104WULFTERAWULF INC$451,2320.09%79,723CommonNONE
74347G804OILKPROSHARES TR$446,1170.09%10,100CommonNONE
02079K305GOOGLALPHABET INC$441,8260.09%2,334CommonNONE
283678209KMI 4.75 03/31/28EL PASO ENERGY CAP TR I$432,0000.09%9,000CommonNONE
842587107SOSOUTHERN CO$422,1370.09%5,128CommonNONE
19260Q107COINCOINBASE GLOBAL INC$422,1100.09%1,700CommonNONE
038336103ATRAPTARGROUP INC$421,0280.09%2,680CommonNONE
437076102HDHOME DEPOT INC$408,8280.08%1,051CommonNONE
05964H105SANBANCO SANTANDER S.A.$406,5650.08%89,159CommonNONE
00437E102ACCDUSDACCOLADE INC$405,2700.08%118,500CommonNONE
74267C106PRAPROASSURANCE CORP$404,1460.08%25,402CommonNONE
532457108LLYELI LILLY & CO$391,9200.08%508CommonNONE
98149E303GLDMWORLD GOLD TR$377,4990.08%7,261CommonNONE
68389X105ORCLORACLE CORP$373,2740.08%2,240CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$370,4040.08%9,727CommonNONE
706327103PBAPEMBINA PIPELINE CORP$369,5000.08%10,000CommonNONE
03463K737MBSANGEL OAK FUNDS TRUST$350,4850.07%40,900CommonNONE
088606108BHPBHP GROUP LTD$339,9540.07%6,962CommonNONE
55336V100MPLXMPLX LP$336,1690.07%7,024CommonNONE
464287507IJHISHARES TR$328,6850.07%5,275CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$327,7870.07%3,295CommonNONE
52603A208LCLENDINGCLUB CORP$323,8000.07%20,000CommonNONE
149123101CATCATERPILLAR INC$320,7570.07%884CommonNONE
11135F101AVGOBROADCOM INC$299,3050.06%1,291CommonNONE
031162100AMGNAMGEN INC$294,7840.06%1,131CommonNONE
46432F842IEFAISHARES TR$292,5050.06%4,162CommonNONE
548661107LOWLOWES COS INC$282,8330.06%1,146CommonNONE
770700102HOODROBINHOOD MKTS INC$266,4090.05%7,150CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$264,2620.05%583CommonNONE
85208P303URNMSPROTT FDS TR$253,6710.05%6,293CommonNONE
931142103WMTWALMART INC$252,2030.05%2,785CommonNONE
87612G101TRGPTARGA RES CORP$245,4380.05%1,375CommonNONE
64828T201RITMRITHM CAPITAL CORP$241,2010.05%21,769CommonNONE
69291A100PHXUSDPHX MINERALS INC$234,3120.05%58,578CommonNONE
060505104BACBANK AMERICA CORP$231,8800.05%5,276CommonNONE
14040H105COFCAPITAL ONE FINL CORP$223,2570.05%1,252CommonNONE
31573L105FIBROBIOLOGICS INC$219,4260.04%109,713CommonNONE
172967424CCITIGROUP INC$213,7040.04%3,036CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$159,6000.03%12,000CommonNONE
53946R106LDILOANDEPOT INC$102,0000.02%50,000CommonNONE
31189V109FTHMFATHOM HOLDINGS INC$59,0730.01%38,610CommonNONE
20337X109VISNCOMMSCOPE HLDG CO INC$52,1000.01%10,000CommonNONE
665531907NORTHERN OIL & GAS INC$1,0000.00%20,000CommonNONE

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.