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Asio Capital, LLC

Q3 2023 · 13F-HR

Asio Capital, LLCholdings as filed

Filed 2023-10-31 · accession 0001986042-23-000023

$375.5M
Reported value
97
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288414MUBISHARES NATIONAL MUNI BOND ETF$23.8M6.35%232,570CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$18.9M5.05%199,873CommonSOLE
46641Q647JMUBJPMORGAN MUNICIPAL ETF$14.9M3.97%308,235CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$11.8M3.14%27,346CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$10.4M2.78%79,156CommonSOLE
037833100AAPLAPPLE INC COM$9.3M2.47%54,114CommonSOLE
594918104MSFTMICROSOFT CORP COM$9.2M2.45%29,119CommonSOLE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$8.9M2.36%182,390CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$8.1M2.15%56,192CommonSOLE
31428X106FDXFEDEX CORP COM$8.0M2.12%29,918CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$7.7M2.05%17,690CommonSOLE
808524755FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF$7.0M1.85%219,521CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$7.0M1.85%13,787CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$6.8M1.81%90,402CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$6.7M1.80%22,470CommonSOLE
11135F101AVGOBROADCOM INC COM$6.4M1.69%7,646CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$6.2M1.64%11,967CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$6.0M1.59%58,153CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$5.6M1.50%24,084CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$5.6M1.49%35,887CommonSOLE
92826C839VVISA INC COM CL A$5.3M1.41%22,955CommonSOLE
023135106AMZNAMAZON COM INC COM$4.9M1.31%38,716CommonSOLE
060505104BACBANK AMERICA CORP COM$4.8M1.28%175,601CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC COM$4.7M1.26%30,477CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$4.5M1.21%98,800CommonSOLE
30212P303EXPEEXPEDIA GROUP INC COM NEW$4.5M1.19%43,486CommonSOLE
47103U852JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF$4.4M1.17%101,227CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM$4.2M1.11%16,982CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$4.2M1.11%61,310CommonSOLE
548661107LOWLOWES COS INC COM$4.2M1.11%20,053CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC COM$4.1M1.09%11,754CommonSOLE
892356106TSCOTRACTOR SUPPLY CO COM$4.1M1.08%19,972CommonSOLE
227046109CROXCROCS INC COM$4.0M1.06%45,087CommonSOLE
68268W103OMFONEMAIN HLDGS INC COM$3.9M1.03%96,691CommonSOLE
808524854SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF$3.8M1.01%78,886CommonSOLE
444859102HUMHUMANA INC COM$3.7M0.99%7,639CommonSOLE
713448108PEPPEPSICO INC COM$3.7M0.99%21,860CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$3.6M0.97%8,370CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$3.6M0.95%30,390CommonSOLE
87161C501SYU1SYNOVUS FINL CORP COM NEW$3.5M0.94%124,865CommonSOLE
780259305SHELSHELL PLC SPON ADS$3.5M0.93%54,527CommonSOLE
92189H607OIHVANECK OIL SERVICES ETF$3.5M0.92%10,044CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$3.4M0.89%82,208CommonSOLE
00724F101ADBEADOBE INC COM$3.4M0.89%6,585CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$3.3M0.88%41,978CommonSOLE
58933Y105MRKMERCK & CO INC COM$3.3M0.88%31,876CommonSOLE
617446448MSMORGAN STANLEY COM NEW$3.2M0.86%39,493CommonSOLE
64110L106NFLXNETFLIX INC COM$3.2M0.85%8,488CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$3.1M0.83%7,616CommonSOLE
79466L302CRMSALESFORCE INC COM$3.1M0.81%15,049CommonSOLE
75513E101RTXRTX CORPORATION COM$3.0M0.80%41,662CommonSOLE
316773100FITBFIFTH THIRD BANCORP COM$3.0M0.80%116,509CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS COM NEW$3.0M0.80%14,868CommonSOLE
969457100WMBWILLIAMS COS INC COM$2.9M0.78%87,448CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$2.8M0.75%98,224CommonSOLE
26875P101EOGEOG RES INC COM$2.8M0.75%22,107CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$2.8M0.75%9,121CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$2.7M0.73%18,695CommonSOLE
45687V106IRINGERSOLL RAND INC COM$2.7M0.72%42,716CommonSOLE
438516106HONHONEYWELL INTL INC COM$2.6M0.70%14,140CommonSOLE
260557103DOWDOW INC COM$2.6M0.69%50,147CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED COMMON STOCK$2.5M0.68%43,345CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$2.5M0.67%5,694CommonSOLE
126650100CVSCVS HEALTH CORP COM$2.5M0.66%35,526CommonSOLE
90384S303ULTAULTA BEAUTY INC COM$2.5M0.66%6,191CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$2.0M0.54%2,468CommonSOLE
174610105CFGCITIZENS FINL GROUP INC COM$2.0M0.53%74,863CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$2.0M0.52%5,067CommonSOLE
368736104GNRCGENERAC HLDGS INC COM$1.9M0.50%17,253CommonSOLE
H5919C104ONONON HLDG AG NAMEN AKT A$1.8M0.47%63,034CommonSOLE
49177J102KVUEKENVUE INC COM$1.7M0.46%86,822CommonSOLE
254687106DISDISNEY WALT CO COM$1.7M0.46%21,462CommonSOLE
G25508105CRHCRH PLC ORD$1.7M0.45%30,810CommonSOLE
097023105BABOEING CO COM$1.6M0.44%8,571CommonSOLE
49456B101KMIKINDER MORGAN INC DEL COM$1.6M0.43%98,132CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW COM$1.6M0.43%30,488CommonSOLE
87612E106TGTTARGET CORP COM$1.4M0.38%12,993CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$1.3M0.33%8,673CommonSOLE
833445109SNOWSNOWFLAKE INC CL A$1.0M0.28%6,776CommonSOLE
00287Y109ABBVABBVIE INC COM$757,9700.20%5,085CommonSOLE
381430438GSEWGOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF$618,4440.16%10,354CommonSOLE
437076102HDHOME DEPOT INC COM$586,7950.16%1,942CommonSOLE
532457108LLYELI LILLY & CO COM$553,7810.15%1,031CommonSOLE
670100205NVONOVO-NORDISK A S ADR$429,2370.11%4,720CommonSOLE
29273V100ETENERGY TRANSFER L P COM UT LTD PTN$399,8550.11%28,500CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$333,3260.09%590CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$294,4350.08%2,250CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$294,2880.08%581CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$283,3800.08%2,000CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$280,2780.07%4,014CommonSOLE
872540109TJXTJX COS INC NEW COM$278,8170.07%3,137CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$258,5210.07%738CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$238,4750.06%1,343CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$236,2680.06%977CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$227,5750.06%1,307CommonSOLE
G54950103LINLINDE PLC SHS$218,1970.06%586CommonSOLE
493267108KEYKEYCORP COM$107,6000.03%10,000CommonSOLE

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.