MondegarAI
Talon Private Wealth, LLC

Q3 2024 · 13F-HR

Talon Private Wealth, LLCholdings as filed

Filed 2025-04-01 · accession 0001990467-25-000004

$475.3M
Reported value
297
Positions
2024-09-30
Period end
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The Brief · Talon Private Wealth, LLC · Q3 2024

AI · grounded in 13F

Talon Private Wealth, LLC established a new position in BKAG valued at $144.2M. The fund also added new holdings in DRSK for $89.9M and VGSH for $61.7M. Other new entries include MBB at $46.4M, JUCY at $33.7M, and STIP at $21.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09661T602BKAGBNY MELLON ETF TRUST$144.2M30.3%3,342,092CommonNONE
26922A388DRSKETF SER SOLUTIONS$89.9M18.9%3,178,141CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$61.7M13.0%1,045,588CommonNONE
464288588MBBISHARES TR$46.4M9.77%484,673CommonNONE
26922B642JUCYETF SER SOLUTIONS$33.7M7.09%1,451,773CommonNONE
46429B747STIPISHARES TR$21.4M4.50%211,096CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$17.4M3.65%282,057CommonNONE
931142103WMTWALMART INC$5.1M1.08%63,521CommonNONE
580135101MCDMCDONALDS CORP$3.0M0.63%9,761CommonNONE
67066G104NVDANVIDIA CORPORATION$2.6M0.55%21,683CommonNONE
464287200IVVISHARES TR$2.4M0.51%4,180CommonNONE
594918104MSFTMICROSOFT CORP$1.8M0.39%4,256CommonNONE
922908363VOOVANGUARD INDEX FDS$1.4M0.30%2,700CommonNONE
478160104JNJJOHNSON & JOHNSON$1.4M0.29%8,642CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.3M0.27%15,261CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.25%12,408CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.24%2,005CommonNONE
46434V621DGROISHARES TR$1.1M0.23%17,582CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.23%2,851CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.23%1,852CommonNONE
464287804IJRISHARES TR$1.0M0.22%8,856CommonNONE
464287507IJHISHARES TR$968,1590.20%15,535CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$931,6660.20%10,306CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$898,5140.19%19,826CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$891,7470.19%19,963CommonNONE
922908744VTVVANGUARD INDEX FDS$791,0140.17%4,531CommonNONE
922908751VBVANGUARD INDEX FDS$777,5740.16%3,278CommonNONE
88160R101TSLATESLA INC$776,6950.16%2,969CommonNONE
29273V100ETENERGY TRANSFER L P$755,4990.16%47,072CommonNONE
81762P102NOWSERVICENOW INC$720,8780.15%806CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$716,4450.15%1,249CommonNONE
115236101BROBROWN & BROWN INC$697,7460.15%6,735CommonNONE
46432F842IEFAISHARES TR$694,4110.15%8,897CommonNONE
02079K305GOOGLALPHABET INC$693,6300.15%4,182CommonNONE
922908769VTIVANGUARD INDEX FDS$652,4200.14%2,304CommonNONE
78468R622JNKSPDR SER TR$637,7870.13%6,522CommonNONE
78464A854SPYMSPDR SER TR$623,4550.13%9,235CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$586,8600.12%10,185CommonNONE
922908611VBRVANGUARD INDEX FDS$579,0040.12%2,884CommonNONE
337738108FISVFISERV INC$565,5380.12%3,148CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$548,4470.12%619CommonNONE
254687106DISDISNEY WALT CO$538,5540.11%5,599CommonNONE
682680103OKEONEOK INC NEW$521,6390.11%5,724CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$512,6250.11%9,707CommonNONE
922908595VBKVANGUARD INDEX FDS$506,6920.11%1,895CommonNONE
907818108UNPUNION PAC CORP$501,3400.11%2,034CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$480,6420.10%5,739CommonNONE
922908512VOEVANGUARD INDEX FDS$475,7440.10%2,837CommonNONE
921937835BNDVANGUARD BD INDEX FDS$473,5270.10%6,304CommonNONE
464287226AGGISHARES TR$469,8450.10%4,640CommonNONE
46434V878ICSHISHARES TR$461,9880.10%9,105CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$458,2860.10%7,585CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$447,9030.09%2,567CommonNONE
02079K107GOOGALPHABET INC$442,4740.09%2,647CommonNONE
500754106KHCKRAFT HEINZ CO$437,2250.09%12,453CommonNONE
464288687PFFISHARES TR$421,8220.09%12,694CommonNONE
922908538VOTVANGUARD INDEX FDS$418,2810.09%1,718CommonNONE
78463V107GLDSPDR GOLD TR$414,8070.09%1,707CommonNONE
464285204IAUISHARES GOLD TR$414,1040.09%8,332CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$409,7880.09%2,661CommonNONE
464287655IWMISHARES TR$385,9720.08%1,747CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$381,0380.08%1,708CommonNONE
78464A359CWBSPDR SER TR$380,8060.08%4,972CommonNONE
79466L302CRMSALESFORCE INC$380,1830.08%1,389CommonNONE
46434V407SHYGISHARES TR$366,4210.08%8,439CommonNONE
46434G103IEMGISHARES INC$343,8290.07%5,989CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$343,3540.07%11,647CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$328,7250.07%6,439CommonNONE
747525103QCOMQUALCOMM INC$325,1170.07%1,912CommonNONE
11135F101AVGOBROADCOM INC$319,7790.07%1,854CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$318,2280.07%4,234CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$314,9390.07%3,587CommonNONE
548661107LOWLOWES COS INC$310,1760.07%1,145CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$295,0430.06%6,166CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$291,1330.06%28,997CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$271,9980.06%5,257CommonNONE
46432F834IXUSISHARES TR$263,2430.06%3,624CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$260,3560.05%4,375CommonNONE
30231G102XOMEXXON MOBIL CORP$259,9480.05%2,218CommonNONE
78464A409SPYGSPDR SER TR$247,4930.05%2,984CommonNONE
20030N101CMCSACOMCAST CORP NEW$243,6440.05%5,833CommonNONE
166764100CVXCHEVRON CORP NEW$227,9740.05%1,548CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$217,7030.05%473CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$213,6760.04%505CommonNONE
921937819BIVVANGUARD BD INDEX FDS$211,4420.04%2,698CommonNONE
464288414MUBISHARES TR$204,7680.04%1,885CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$202,7380.04%6,576CommonNONE
037833100AAPLAPPLE INC$184,1240.04%790CommonNONE
697435105PANWPALO ALTO NETWORKS INC$144,4250.03%423CommonNONE
023135106AMZNAMAZON COM INC$117,4030.02%630CommonNONE
464287614IWFISHARES TR$112,6140.02%300CommonNONE
922908629VOVANGUARD INDEX FDS$112,3920.02%426CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$97,6420.02%167CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$91,3020.02%433CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$88,7190.02%3,029CommonNONE
464287465EFAISHARES TR$84,2990.02%1,008CommonNONE
92826C839VVISA INC$64,6130.01%235CommonNONE
46090E103QQQINVESCO QQQ TR$64,4250.01%132CommonNONE
904767704UNILEVER PLC$63,1410.01%972CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$61,2610.01%1,560CommonNONE
025816109AXPAMERICAN EXPRESS CO$56,6810.01%209CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$49,8060.01%278CommonNONE
761152107RMDRESMED INC$49,0680.01%201CommonNONE
654106103NKENIKE INC$48,5320.01%549CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$47,5840.01%183CommonNONE
98978V103ZTSZOETIS INC$45,3280.01%232CommonNONE
437076102HDHOME DEPOT INC$44,1670.01%109CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$43,9180.01%71CommonNONE
464287101OEFISHARES TR$43,7280.01%158CommonNONE
78590A109SACHSACHEM CAP CORP$43,2230.01%17,152CommonNONE
78464A375SPIBSPDR SER TR$36,4740.01%1,082CommonNONE
149123101CATCATERPILLAR INC$34,8100.01%89CommonNONE
871829107SYYSYSCO CORP$31,2240.01%400CommonNONE
00724F101ADBEADOBE INC$31,0670.01%60CommonNONE
78464A383SPMBSPDR SER TR$30,7760.01%1,366CommonNONE
002824100ABTABBOTT LABS$30,4410.01%267CommonNONE
48251W104KKRKKR & CO INC$30,1640.01%231CommonNONE
56035L104MAINMAIN STR CAP CORP$30,0840.01%600CommonNONE
62944T105NVRNVR INC$29,4350.01%3CommonNONE
464287481IWPISHARES TR$27,9150.01%238CommonNONE
026874784AIGAMERICAN INTL GROUP INC$27,7540.01%379CommonNONE
882508104TXNTEXAS INSTRS INC$27,0610.01%131CommonNONE
464288273SCZISHARES TR$25,7260.01%380CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$25,5660.01%491CommonNONE
92204A702VGTVANGUARD WORLD FD$24,0470.01%41CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$23,3550.00%1,829CommonNONE
78464A367SPLBSPDR SER TR$23,0490.00%954CommonNONE
701094104PHPARKER-HANNIFIN CORP$22,7460.00%36CommonNONE
20825C104COPCONOCOPHILLIPS$22,3190.00%212CommonNONE
78464A805SPTMSPDR SER TR$22,0690.00%315CommonNONE
78464A474SPSBSPDR SER TR$21,9530.00%725CommonNONE
464287648IWOISHARES TR$21,5840.00%76CommonNONE
060505104BACBANK AMERICA CORP$20,7130.00%522CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$19,9740.00%19CommonNONE
64110L106NFLXNETFLIX INC$19,8600.00%28CommonNONE
57636Q104MAMASTERCARD INCORPORATED$18,7640.00%38CommonNONE
921909768VXUSVANGUARD STAR FDS$17,4800.00%270CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$17,3210.00%49CommonNONE
464287473IWSISHARES TR$17,0600.00%129CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$16,8480.00%4CommonNONE
366651107ITGARTNER INC$16,7230.00%33CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$16,4080.00%100CommonNONE
37954Y475XYLDGLOBAL X FDS$15,6870.00%378CommonNONE
713448108PEPPEPSICO INC$15,1340.00%89CommonNONE
23331A109DHID R HORTON INC$15,0960.00%79CommonNONE
97717W208DHSWISDOMTREE TR$15,0080.00%160CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$14,6450.00%210CommonNONE
889478103TOLTOLL BROTHERS INC$14,0590.00%91CommonNONE
745867101PHMPULTE GROUP INC$13,9220.00%97CommonNONE
438516106HONHONEYWELL INTL INC$13,6430.00%66CommonNONE
52106W103XLGIXLAZARD GLOBAL TOTAL RETURN &$13,6230.00%751CommonNONE
670100205NVONOVO-NORDISK A S$13,3360.00%112CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$13,2640.00%27CommonNONE
464287622IWBISHARES TR$12,8900.00%41CommonNONE
G54950103LINLINDE PLC$12,8750.00%27CommonNONE
609207105MDLZMONDELEZ INTL INC$12,8190.00%174CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$12,7330.00%45CommonNONE
N3167Y103RACEFERRARI N V$12,6930.00%27CommonNONE
466313103JBLJABIL INC$12,5920.00%105CommonNONE
464287630IWNISHARES TR$12,5120.00%75CommonNONE
37045V100GMGENERAL MTRS CO$12,4210.00%277CommonNONE
631103108NDAQNASDAQ INC$12,2660.00%168CommonNONE
969904101WSMWILLIAMS SONOMA INC$12,1350.00%78CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$12,0180.00%13CommonNONE
009066101ABNBAIRBNB INC$11,9200.00%94CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$11,9130.00%148CommonNONE
N07059210ASMLASML HOLDING N V$11,6660.00%14CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$11,5390.00%144CommonNONE
532457108LLYELI LILLY & CO$11,5170.00%13CommonNONE
253393102DKSDICKS SPORTING GOODS INC$11,4780.00%55CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$11,3430.00%35CommonNONE
92189F437ANGLVANECK ETF TRUST$11,2930.00%384CommonNONE
536797103LADLITHIA MTRS INC$11,1370.00%35CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$11,0550.00%94CommonNONE
94106L109WMWASTE MGMT INC DEL$11,0030.00%53CommonNONE
516544103LNTHLANTHEUS HLDGS INC$10,9750.00%100CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$10,8920.00%22CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$10,5920.00%50CommonNONE
243537107DECKDECKERS OUTDOOR CORP$10,5240.00%66CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$10,1790.00%119CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$9,9890.00%422CommonNONE
146280508SILASILA REALTY TRUST INC$9,8130.00%388CommonNONE
00287Y109ABBVABBVIE INC$9,6770.00%49CommonNONE
58155Q103MCKMCKESSON CORP$9,3940.00%19CommonNONE
589889104MMSIMERIT MED SYS INC$9,1910.00%93CommonNONE
464288448IDVISHARES TR$9,1290.00%302CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$9,1020.00%79CommonNONE
78464A672SPTISPDR SER TR$8,9800.00%309CommonNONE
78468R853SPSMSPDR SER TR$8,7830.00%193CommonNONE
824348106SHWSHERWIN WILLIAMS CO$8,7780.00%23CommonNONE
461202103INTUINTUIT$8,6940.00%14CommonNONE
075887109BDXBECTON DICKINSON & CO$8,6800.00%36CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$8,4930.00%81CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$8,2630.00%264CommonNONE
444859102HUMHUMANA INC$8,2350.00%26CommonNONE
05329W102ANAUTONATION INC$8,2300.00%46CommonNONE
670837103OGEOGE ENERGY CORP$8,2040.00%200CommonNONE
053807103AVTAVNET INC$8,1950.00%151CommonNONE
37954Y889CATHGLOBAL X FDS$8,1880.00%118CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$7,9930.00%135CommonNONE
H01301128ALCALCON AG$7,8050.00%78CommonNONE
58933Y105MRKMERCK & CO INC$7,7220.00%68CommonNONE
46432F339QUALISHARES TR$7,7100.00%43CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$7,6530.00%294CommonNONE
742718109PGPROCTER AND GAMBLE CO$7,6210.00%44CommonNONE
G0403H108AONAON PLC$7,6120.00%22CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$7,6120.00%32CommonNONE
244199105DEDEERE & CO$7,5120.00%18CommonNONE
235851102DHRDANAHER CORPORATION$7,5070.00%27CommonNONE
043436104ABGASBURY AUTOMOTIVE GROUP INC$7,3960.00%31CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$7,3020.00%85CommonNONE
78464A664SPTLSPDR SER TR$7,1800.00%247CommonNONE
717081103PFEPFIZER INC$7,1770.00%248CommonNONE
458140100INTCINTEL CORP$7,0850.00%302CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$7,0750.00%32CommonNONE
858119100STLDSTEEL DYNAMICS INC$7,0600.00%56CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6,8690.00%89CommonNONE
191216100KOCOCA COLA CO$6,7550.00%94CommonNONE
949746101WMT2WELLS FARGO CO NEW$6,6660.00%118CommonNONE
46436E874IBTEISHARES TR$6,6000.00%275CommonNONE
46436E866ISHARES TR$6,4870.00%277CommonNONE
031162100AMGNAMGEN INC$6,4440.00%20CommonNONE
17275R102CSCOCISCO SYS INC$6,4400.00%121CommonNONE
G8473T100STESTERIS PLC$6,3060.00%26CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6,2870.00%140CommonNONE
464287234EEMISHARES TR$6,1910.00%135CommonNONE
88579Y101MMM3M CO$6,1520.00%45CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6,0780.00%35CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$5,8530.00%25CommonNONE
31428X106FDXFEDEX CORP$5,7470.00%21CommonNONE
099724106BWABORGWARNER INC$5,6980.00%157CommonNONE
260557103DOWDOW INC$5,6820.00%104CommonNONE
37954Y293MLPXGLOBAL X FDS$5,6610.00%104CommonNONE
87612E106TGTTARGET CORP$5,6110.00%36CommonNONE
550021109LULULULULEMON ATHLETICA INC$4,8840.00%18CommonNONE
097023105BABOEING CO$4,8650.00%32CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$4,8340.00%14CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$4,7770.00%57CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$4,7680.00%250CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4,7650.00%31CommonNONE
97717W562EESWISDOMTREE TR$4,4310.00%84CommonNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$4,3530.00%190CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$4,3330.00%18CommonNONE
191098102COKECOCA COLA CONS INC$3,9490.00%3CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$3,6750.00%52CommonNONE
464288281EMBISHARES TR$3,5560.00%38CommonNONE
46434G863ESGEISHARES INC$3,5320.00%97CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$3,4080.00%25CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$3,2750.00%26CommonNONE
911363109URIUNITED RENTALS INC$3,2390.00%4CommonNONE
G97822103PRGOPERRIGO CO PLC$3,2260.00%123CommonNONE
125523100CITHE CIGNA GROUP$3,1180.00%9CommonNONE
47804L102HEQJOHN HANCOCK HEDGED EQUITY &$2,7750.00%253CommonNONE
68389X105ORCLORACLE CORP$2,7260.00%16CommonNONE
040413106ANETEURARISTA NETWORKS INC$2,6870.00%7CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$2,6490.00%17CommonNONE
464287440IEFISHARES TR$2,3550.00%24CommonNONE
09255P107HYTBLACKROCK CORPOR HI YLD FD I$2,2740.00%226CommonNONE
617446448MSMORGAN STANLEY$2,0850.00%20CommonNONE
58733R102MELIMERCADOLIBRE INC$2,0520.00%1CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1,9280.00%12CommonNONE
03076C106AMPAMERIPRISE FINL INC$1,8790.00%4CommonNONE
032654105ADIANALOG DEVICES INC$1,8410.00%8CommonNONE
94106B101WCNWASTE CONNECTIONS INC$1,7880.00%10CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1,7320.00%29CommonNONE
H1467J104CBCHUBB LIMITED$1,7300.00%6CommonNONE
260003108DOVDOVER CORP$1,7260.00%9CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1,7200.00%8CommonNONE
75513E101RTXRTX CORPORATION$1,6960.00%14CommonNONE
058498106BALLBALL CORP$1,6300.00%24CommonNONE
053611109AVYAVERY DENNISON CORP$1,5450.00%7CommonNONE
12572Q105CMECME GROUP INC$1,5450.00%7CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1,4770.00%9CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1,4730.00%5CommonNONE
71880K101PHINPHINIA INC$1,4270.00%31CommonNONE
92189H409HYDVANECK ETF TRUST$1,3800.00%26CommonNONE
315616102FFIVF5 INC$1,3210.00%6CommonNONE
855244109SBUXSTARBUCKS CORP$1,2670.00%13CommonNONE
009158106APDAIR PRODS & CHEMS INC$1,1910.00%4CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1,1800.00%25CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,1520.00%1CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$1,0930.00%10CommonNONE
G5960L103MDTMEDTRONIC PLC$1,0800.00%12CommonNONE
92338C103VLTOVERALTO CORP$1,0070.00%9CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$9550.00%19CommonNONE
126650100CVSCVS HEALTH CORP$8800.00%14CommonNONE
78709Y105SAIASAIA INC$8750.00%2CommonNONE
189054109CLXCLOROX CO DEL$8150.00%5CommonNONE
845467109SWN1EURSOUTHWESTERN ENERGY CO$6970.00%98CommonNONE
83304A106SNAPSNAP INC$6530.00%61CommonNONE
82509L107SHOPSHOPIFY INC$5610.00%7CommonNONE
50212V100LPLALPL FINL HLDGS INC$4650.00%2CommonNONE
33829M101FIVEFIVE BELOW INC$2650.00%3CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1400.00%4CommonNONE
74349Y845SPXUPROSHARES TR$480.00%2CommonNONE
297178105ESSESSEX PPTY TR INC$160.00%0CommonSOLE
743315103PGRPROGRESSIVE CORP$30.00%0CommonSOLE

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.