MondegarAI
Second Line Capital, LLC

Q3 2024 · 13F-HR

Second Line Capital, LLCholdings as filed

Filed 2024-11-19 · accession 0001992879-24-000007

$366.9M
Reported value
136
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26922A222ACIOETF SER SOLUTIONS$43.9M12.0%1,104,496CommonNONE
26922A388DRSKETF SER SOLUTIONS$32.4M8.82%1,143,145CommonNONE
26922B709IDUBETF SER SOLUTIONS$24.2M6.60%1,110,858CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$19.8M5.39%526,316CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$18.4M5.02%32,035CommonNONE
26922A446OSCVETF SER SOLUTIONS$18.4M5.01%490,503CommonNONE
26922A784ADMEETF SER SOLUTIONS$18.0M4.91%390,316CommonNONE
26922B642JUCYETF SER SOLUTIONS$16.5M4.51%712,677CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$11.4M3.09%63,376CommonNONE
26922B535DUBSETF SER SOLUTIONS$9.6M2.62%303,355CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$8.8M2.40%212,921CommonNONE
594918104MSFTMICROSOFT CORP$6.5M1.77%15,080CommonNONE
30231G102XOMEXXON MOBIL CORP$5.9M1.61%50,448CommonNONE
30303M102METAMETA PLATFORMS INC$5.9M1.59%10,222CommonSOLE
037833100AAPLAPPLE INC$5.8M1.59%24,995CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.6M1.24%21,596CommonNONE
166764100CVXCHEVRON CORP NEW$4.4M1.20%30,015CommonSOLE
03831W108APPAPPLOVIN CORP$4.3M1.19%33,313CommonSOLE
09661T602BKAGBNY MELLON ETF TRUST$3.8M1.04%88,701CommonNONE
023135106AMZNAMAZON COM INC$3.8M1.04%20,523CommonNONE
931142103WMTWALMART INC$3.8M1.02%46,450CommonNONE
11135F101AVGOBROADCOM INC$3.4M0.92%19,476CommonNONE
565788106MARAMARA HOLDINGS INC$3.3M0.90%204,510CommonSOLE
743315103PGRPROGRESSIVE CORP$3.1M0.84%12,126CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.9M0.80%5,037CommonNONE
92826C839VVISA INC$2.9M0.80%10,679CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.9M0.80%17,838CommonSOLE
74762E102QUREQUANTA SVCS INC$2.9M0.79%9,733CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2.8M0.76%5,038CommonNONE
16359R103CHECHEMED CORP NEW$2.8M0.75%4,597CommonNONE
217204106CPRTCOPART INC$2.8M0.75%52,619CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$2.8M0.75%11,856CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.7M0.75%12,673CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$2.4M0.66%38,118CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.4M0.64%13,668CommonNONE
G38644103GCTGIGACLOUD TECHNOLOGY INC$2.4M0.64%102,480CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.3M0.64%19,262CommonNONE
682189105ONON SEMICONDUCTOR CORP$2.3M0.64%32,136CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$2.3M0.62%262,810CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.3M0.61%4,258CommonNONE
88160R101TSLATESLA INC$2.1M0.56%7,920CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$1.9M0.52%244,446CommonSOLE
437076102HDHOME DEPOT INC$1.9M0.51%4,632CommonSOLE
690370101BBBYBEYOND INC$1.5M0.41%151,053CommonSOLE
50208A102XSCDXLMP CAP & INCOME FD INC$1.3M0.36%74,400CommonSOLE
548661107LOWLOWES COS INC$1.3M0.35%4,749CommonNONE
04010L103ARCCARES CAPITAL CORP$1.1M0.31%54,124CommonSOLE
830566105SKAASKECHERS U S A INC$1.1M0.29%16,089CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.29%2,288CommonNONE
78464A847SPMDSPDR SER TR$1.0M0.28%19,009CommonNONE
00206R102TAT&T INC$987,3560.27%44,880CommonNONE
478160104JNJJOHNSON & JOHNSON$964,7900.26%5,953CommonNONE
842587107SOSOUTHERN CO$958,1670.26%10,625CommonSOLE
46090E103QQQINVESCO QQQ TR$915,7720.25%1,876CommonNONE
02079K305GOOGLALPHABET INC$863,4770.24%5,206CommonNONE
35953D104FUBOGBPFUBOTV INC$761,7060.21%536,413CommonSOLE
68389X105ORCLORACLE CORP$650,2460.18%3,816CommonNONE
191216100KOCOCA COLA CO$648,0200.18%8,957CommonSOLE
78468R663BILSPDR SER TR$621,3660.17%6,768CommonNONE
41013T105PDTHANCOCK JOHN PREM DIVID FD$615,9420.17%46,592CommonSOLE
58933Y105MRKMERCK & CO INC$610,1220.17%5,337CommonNONE
742718109PGPROCTER AND GAMBLE CO$571,1080.16%3,297CommonNONE
78468R853SPSMSPDR SER TR$531,2400.14%11,673CommonNONE
78463V107GLDSPDR GOLD TR$522,7010.14%2,151CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$518,6520.14%3,367CommonNONE
20825C104COPCONOCOPHILLIPS$513,9770.14%4,882CommonNONE
78468R804LGLVSPDR SER TR$476,0570.13%2,813CommonNONE
053332102AZOAUTOZONE INC$472,5060.13%150CommonSOLE
302635206FSKFS KKR CAP CORP$447,3720.12%21,898CommonSOLE
055622104BPBP PLC$442,8960.12%14,109CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$426,2650.12%8,330CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$408,9900.11%1,124CommonSOLE
718546104PSXPHILLIPS 66$406,3120.11%3,091CommonSOLE
922908736VUGVANGUARD INDEX FDS$404,3860.11%1,053CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$402,1340.11%8,954CommonSOLE
713448108PEPPEPSICO INC$393,5500.11%2,314CommonNONE
78464A201SLYGSPDR SER TR$390,5140.11%4,194CommonNONE
00724F101ADBEADOBE INC$384,1930.10%742CommonNONE
00287Y109ABBVABBVIE INC$378,8130.10%1,918CommonNONE
29273V100ETENERGY TRANSFER L P$377,3150.10%23,509CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$371,8610.10%4,603CommonNONE
09260D107BXBLACKSTONE INC$364,3360.10%2,379CommonSOLE
92204A702VGTVANGUARD WORLD FD$361,2740.10%615CommonNONE
194162103CLCOLGATE PALMOLIVE CO$347,9710.09%3,352CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$338,7710.09%752CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$328,2320.09%1,454CommonNONE
78464A763SDYSPDR SER TR$327,6360.09%2,307CommonNONE
73278L105POOLPOOL CORP$321,5250.09%853CommonSOLE
20030N101CMCSACOMCAST CORP NEW$314,9380.09%7,540CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$310,8380.08%1,406CommonSOLE
03674X106ARANTERO RESOURCES CORP$297,2440.08%10,375CommonSOLE
46435G524IGROISHARES TR$292,7420.08%3,925CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$285,9760.08%6,310CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$283,7070.08%5,483CommonNONE
002824100ABTABBOTT LABS$278,3140.08%2,441CommonNONE
46435G326IDEVISHARES TR$278,2160.08%3,928CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$275,8630.08%7,907CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$274,6200.07%559CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$272,6170.07%972CommonNONE
580135101MCDMCDONALDS CORP$264,6190.07%869CommonSOLE
731068102PIIPOLARIS INC$262,2060.07%3,150CommonSOLE
369604301GEGE AEROSPACE$261,7860.07%1,386CommonNONE
65339F101NEENEXTERA ENERGY INC$261,7600.07%3,097CommonNONE
G54950103LINLINDE PLC$260,0060.07%545CommonNONE
02209S103MOALTRIA GROUP INC$259,3740.07%4,982CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$258,5270.07%963CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$245,7890.07%11,127CommonSOLE
37733W204GSKGSK PLC$245,2650.07%5,955CommonNONE
254687106DISDISNEY WALT CO$243,6900.07%2,533CommonNONE
969457100WMBWILLIAMS COS INC$241,1250.07%5,282CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$239,7890.07%1,870CommonNONE
112830104RABROOKFIELD REAL ASSETS INCOM$238,5020.06%17,409CommonSOLE
458140100INTCINTEL CORP$236,0330.06%10,061CommonNONE
78464A631XARSPDR SER TR$235,4220.06%1,496CommonNONE
745867101PHMPULTE GROUP INC$234,7370.06%1,633CommonSOLE
33738R100MDIVFIRST TR EXCHANGE-TRADED FD$232,0720.06%13,955CommonNONE
03676B102AMANTERO MIDSTREAM CORP$231,4690.06%15,380CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$230,9760.06%653CommonSOLE
438516106HONHONEYWELL INTL INC$230,8950.06%1,117CommonNONE
94106L109WMWASTE MGMT INC DEL$218,8100.06%1,054CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$218,2680.06%4,886CommonNONE
149123101CATCATERPILLAR INC$215,5070.06%551CommonSOLE
92939U106WECWEC ENERGY GROUP INC$210,9230.06%2,193CommonNONE
040413106ANETEURARISTA NETWORKS INC$209,9500.06%547CommonSOLE
53656F623INFLLISTED FD TR$207,8730.06%5,530CommonSOLE
78464A649SPABSPDR SER TR$206,8850.06%7,915CommonNONE
233331107DTEDTE ENERGY CO$202,8890.06%1,567CommonSOLE
969904101WSMWILLIAMS SONOMA INC$202,6380.06%1,308CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$202,0230.06%346CommonNONE
532457108LLYELI LILLY & CO$200,8680.05%227CommonNONE
00302M106XAGDXABRDN GLOBAL DYNAMIC DIVIDEN$187,0000.05%17,608CommonSOLE
345370860FFORD MTR CO$161,3280.04%15,277CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$145,0820.04%11,648CommonSOLE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$137,5510.04%16,892CommonSOLE
378973408GSATUSDGLOBALSTAR INC$28,2930.01%22,817CommonSOLE
023111206AMARIN CORP PLC$7,3470.00%11,720CommonNONE

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.