MondegarAI
Portfolio Design Labs, LLC

Q3 2025 · 13F-HR

Portfolio Design Labs, LLCholdings as filed

Filed 2025-11-12 · accession 0002010278-25-000007

$582.4M
Reported value
200
Positions
2025-09-30
Period end
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The Brief · Portfolio Design Labs, LLC · Q3 2025

AI · grounded in 13F

Portfolio Design Labs, LLC established a new position in GLD worth $37.4M. The fund also initiated new stakes in NVDA for $34.2M and MSFT for $31.1M. Additional new positions include AAPL at $29.3M, GOOG at $21.1M, and AMZN at $18.3M. The fund ended the period with 200 positions and total AUM of $582.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$37.4M6.43%105,304CommonNONE
67066G104NVDANVIDIA CORPORATION$34.2M5.87%183,142CommonNONE
594918104MSFTMICROSOFT CORP$31.1M5.33%59,951CommonNONE
037833100AAPLAPPLE INC$29.3M5.02%114,902CommonNONE
02079K107GOOGALPHABET INC$21.1M3.63%86,683CommonNONE
023135106AMZNAMAZON COM INC$18.3M3.15%83,456CommonNONE
46429B689EFAVISHARES TR$15.8M2.72%186,424CommonNONE
30303M102METAMETA PLATFORMS INC$15.2M2.60%20,632CommonNONE
11135F101AVGOBROADCOM INC$13.7M2.35%41,443CommonNONE
46434V860TFLOISHARES TR$12.4M2.13%244,754CommonNONE
464287457SHYISHARES TR$12.1M2.09%146,364CommonNONE
46429B697USMVISHARES TR$11.7M2.01%123,334CommonNONE
74347R107SSOPROSHARES TR$11.5M1.97%102,488CommonNONE
46429B747STIPISHARES TR$10.0M1.72%96,732CommonNONE
464288661IEIISHARES TR$7.9M1.36%66,097CommonNONE
532457108LLYELI LILLY & CO$7.8M1.34%10,228CommonNONE
92826C839VVISA INC$7.5M1.28%21,917CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.2M1.23%22,784CommonNONE
64110L106NFLXNETFLIX INC$6.2M1.06%5,161CommonNONE
46431W838MEARISHARES U S ETF TR$5.9M1.01%116,037CommonNONE
30231G102XOMEXXON MOBIL CORP$5.8M0.99%51,071CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.6M0.96%11,114CommonNONE
478160104JNJJOHNSON & JOHNSON$5.5M0.95%29,720CommonNONE
872540109TJXTJX COS INC NEW$4.8M0.82%33,108CommonNONE
166764100CVXCHEVRON CORP NEW$4.7M0.81%30,339CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.4M0.75%28,606CommonNONE
872590104TMUST-MOBILE US INC$4.1M0.70%17,123CommonNONE
75513E101RTXRTX CORPORATION$3.9M0.67%23,308CommonNONE
95040Q104WELLWELLTOWER INC$3.7M0.64%21,002CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.5M0.61%21,830CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.3M0.57%5,814CommonNONE
69351T106PPLPPL CORP$3.3M0.56%87,891CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$3.1M0.53%31,826CommonNONE
369604301GEGE AEROSPACE$3.1M0.53%10,252CommonNONE
931142103WMTWALMART INC$3.1M0.53%29,713CommonNONE
68389X105ORCLORACLE CORP$3.0M0.52%10,797CommonNONE
78468R663BILSPDR SERIES TRUST$3.0M0.52%32,886CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M0.50%3,116CommonNONE
G54950103LINLINDE PLC$2.9M0.49%6,041CommonNONE
00287Y109ABBVABBVIE INC$2.7M0.46%11,675CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.7M0.46%5,449CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.7M0.46%14,597CommonNONE
191216100KOCOCA COLA CO$2.7M0.46%40,035CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.6M0.45%7,617CommonNONE
00206R102TAT&T INC$2.6M0.45%92,688CommonNONE
370334104GISGENERAL MLS INC$2.6M0.45%51,870CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.6M0.44%30,598CommonNONE
060505104BACBANK AMERICA CORP$2.6M0.44%49,479CommonNONE
002824100ABTABBOTT LABS$2.6M0.44%19,051CommonNONE
58155Q103MCKMCKESSON CORP$2.4M0.42%3,147CommonNONE
17275R102CSCOCISCO SYS INC$2.4M0.40%34,450CommonNONE
032095101APHAMPHENOL CORP NEW$2.3M0.40%18,861CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.3M0.40%14,295CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.3M0.39%7,699CommonNONE
G29183103ETNEATON CORP PLC$2.3M0.39%6,037CommonNONE
437076102HDHOME DEPOT INC$2.3M0.39%5,569CommonNONE
512807306LRCXLAM RESEARCH CORP$2.2M0.37%16,186CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.1M0.36%2,607CommonNONE
79466L302CRMSALESFORCE INC$2.1M0.35%8,720CommonNONE
038222105AMATAPPLIED MATLS INC$2.0M0.34%9,561CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.9M0.33%11,535CommonNONE
345370860FFORD MTR CO$1.9M0.32%157,050CommonNONE
254687106DISDISNEY WALT CO$1.9M0.32%16,216CommonNONE
58933Y105MRKMERCK & CO INC$1.8M0.31%21,259CommonNONE
747525103QCOMQUALCOMM INC$1.8M0.31%10,715CommonNONE
125896100CMSCMS ENERGY CORP$1.7M0.30%23,878CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.7M0.30%3,484CommonNONE
580135101MCDMCDONALDS CORP$1.7M0.30%5,712CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.7M0.30%8,119CommonNONE
00724F101ADBEADOBE INC$1.7M0.30%4,879CommonNONE
032654105ADIANALOG DEVICES INC$1.7M0.29%6,986CommonNONE
031100100AMEAMETEK INC$1.7M0.29%9,124CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.7M0.29%8,400CommonNONE
631103108NDAQNASDAQ INC$1.7M0.29%19,277CommonNONE
743315103PGRPROGRESSIVE CORP$1.7M0.29%6,844CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.7M0.29%6,839CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1.7M0.29%96,805CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.7M0.29%5,004CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.28%5,803CommonNONE
36828A101GEVGE VERNOVA INC$1.6M0.27%2,598CommonNONE
174610105CFGCITIZENS FINL GROUP INC$1.6M0.27%29,740CommonNONE
20825C104COPCONOCOPHILLIPS$1.6M0.27%16,612CommonNONE
040413205ANETARISTA NETWORKS INC$1.6M0.27%10,777CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.6M0.27%33,224CommonNONE
713448108PEPPEPSICO INC$1.6M0.27%11,047CommonNONE
37045V100GMGENERAL MTRS CO$1.5M0.26%25,261CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.5M0.26%4,935CommonNONE
863667101SYKSTRYKER CORPORATION$1.5M0.26%4,129CommonNONE
172967424CCITIGROUP INC$1.5M0.26%14,962CommonNONE
92939U106WECWEC ENERGY GROUP INC$1.5M0.26%13,221CommonNONE
784117103SEICSEI INVTS CO$1.5M0.26%17,804CommonNONE
149123101CATCATERPILLAR INC$1.5M0.26%3,163CommonNONE
26875P101EOGEOG RES INC$1.5M0.26%13,310CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.5M0.25%7,549CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$1.5M0.25%2,340CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.5M0.25%15,012CommonNONE
235851102DHRDANAHER CORPORATION$1.5M0.25%7,396CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1.5M0.25%11,936CommonNONE
65339F101NEENEXTERA ENERGY INC$1.5M0.25%19,289CommonNONE
311900104FASTFASTENAL CO$1.4M0.25%29,556CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.4M0.25%15,144CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$1.4M0.25%14,265CommonNONE
695156109PKGPACKAGING CORP AMER$1.4M0.24%6,546CommonNONE
526057104LENLENNAR CORP$1.4M0.24%11,286CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.24%3,171CommonNONE
717081103PFEPFIZER INC$1.4M0.24%55,545CommonNONE
617446448MSMORGAN STANLEY$1.4M0.24%8,889CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.4M0.24%20,876CommonNONE
031162100AMGNAMGEN INC$1.4M0.24%4,922CommonNONE
81762P102NOWSERVICENOW INC$1.4M0.24%1,506CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.24%2,831CommonNONE
548661107LOWLOWES COS INC$1.4M0.24%5,458CommonNONE
704326107PAYXPAYCHEX INC$1.4M0.24%10,813CommonNONE
778296103ROSTROSS STORES INC$1.4M0.23%8,932CommonNONE
09260D107BXBLACKSTONE INC$1.4M0.23%7,904CommonNONE
375558103GILDGILEAD SCIENCES INC$1.3M0.23%12,148CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.3M0.23%9,496CommonNONE
04621X108AIZASSURANT INC$1.3M0.23%6,133CommonNONE
172908105CTASCINTAS CORP$1.3M0.23%6,468CommonNONE
25809K105DASHDOORDASH INC$1.3M0.23%4,851CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.3M0.23%1,735CommonNONE
882508104TXNTEXAS INSTRS INC$1.3M0.23%7,138CommonNONE
92840M102VSTVISTRA CORP$1.3M0.22%6,559CommonNONE
78409V104SPGIS&P GLOBAL INC$1.3M0.22%2,618CommonNONE
654106103NKENIKE INC$1.3M0.22%18,220CommonNONE
760759100RSGREPUBLIC SVCS INC$1.3M0.22%5,536CommonNONE
45687V106IRINGERSOLL RAND INC$1.2M0.21%15,045CommonNONE
74340W103PLDPROLOGIS INC.$1.2M0.21%10,704CommonNONE
12572Q105CMECME GROUP INC$1.2M0.21%4,495CommonNONE
097023105BABOEING CO$1.2M0.21%5,598CommonNONE
48251W104KKRKKR & CO INC$1.2M0.20%9,129CommonNONE
438516106HONHONEYWELL INTL INC$1.2M0.20%5,616CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.2M0.20%6,140CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.2M0.20%4,437CommonNONE
337738108FISVFISERV INC$1.1M0.20%8,865CommonNONE
723484101PNWPINNACLE WEST CAP CORP$1.1M0.20%12,684CommonNONE
501044101KRKROGER CO$1.1M0.19%16,648CommonNONE
244199105DEDEERE & CO$1.1M0.18%2,315CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.0M0.18%2,438CommonNONE
871607107SNPSSYNOPSYS INC$1.0M0.17%2,055CommonNONE
855244109SBUXSTARBUCKS CORP$1.0M0.17%11,924CommonNONE
35137L204FOXFOX CORP$972,9570.17%16,983CommonNONE
194162103CLCOLGATE PALMOLIVE CO$965,4360.17%12,077CommonNONE
009158106APDAIR PRODS & CHEMS INC$905,1590.16%3,319CommonNONE
97717Y527USFRWISDOMTREE TR$883,7970.15%17,581CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$858,9500.15%9,802CommonNONE
237194105DRIDARDEN RESTAURANTS INC$850,7190.15%4,469CommonNONE
21036P108STZCONSTELLATION BRANDS INC$845,1890.15%6,276CommonNONE
464288356CMFISHARES TR$839,8000.14%14,723CommonNONE
03073E105CORCENCORA INC$825,3920.14%2,641CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$740,1500.13%2,650CommonNONE
609207105MDLZMONDELEZ INTL INC$738,8330.13%11,827CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$684,0550.12%6,345CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$676,4460.12%1,293CommonNONE
64110D104NTAPNETAPP INC$637,5520.11%5,382CommonNONE
049560105ATOATMOS ENERGY CORP$601,8940.10%3,525CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$569,2570.10%6,815CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$489,4350.08%2,905CommonNONE
816851109SRESEMPRA$484,9030.08%5,389CommonNONE
247361702DALDELTA AIR LINES INC DEL$374,6070.06%6,601CommonNONE
69331C108PCGPG&E CORP$373,8040.06%24,788CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$348,1680.06%889CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$339,9040.06%580CommonNONE
053332102AZOAUTOZONE INC$334,6390.06%78CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$327,1500.06%1,969CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$327,0950.06%1,071CommonNONE
487836108KKELLANOVA$318,1560.05%3,879CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$312,2730.05%6,924CommonNONE
74762E102QUREQUANTA SVCS INC$307,5000.05%742CommonNONE
925652109VICIVICI PPTYS INC$296,7190.05%9,099CommonNONE
461202103INTUINTUIT$289,5540.05%424CommonNONE
46436E759DMXFISHARES TR$285,2370.05%3,766CommonNONE
464288158SUBISHARES TR$278,1620.05%2,605CommonNONE
531229755FWONKLIBERTY MEDIA CORP DEL$277,8370.05%2,660CommonNONE
09290D101BLKBLACKROCK INC$273,9800.05%235CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$272,7830.05%2,045CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$272,2730.05%3,033CommonNONE
482480100KLACKLA CORP$271,8080.05%252CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$259,6770.04%899CommonNONE
02079K305GOOGLALPHABET INC$259,6080.04%1,068CommonNONE
064058100BKBANK NEW YORK MELLON CORP$257,1460.04%2,360CommonNONE
02209S103MOALTRIA GROUP INC$256,3130.04%3,880CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$249,3950.04%710CommonNONE
N07059210ASMLASML HOLDING N V$243,3010.04%251CommonNONE
285512109EAELECTRONIC ARTS INC$232,1570.04%1,151CommonNONE
98978V103ZTSZOETIS INC$229,5770.04%1,569CommonNONE
14149Y108CAHCARDINAL HEALTH INC$226,8080.04%1,445CommonNONE
053611109AVYAVERY DENNISON CORP$224,4440.04%1,384CommonNONE
493267108KEYKEYCORP$217,0100.04%11,611CommonNONE
929160109VMCVULCAN MATLS CO$215,6420.04%701CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$212,8660.04%1,054CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$212,6320.04%867CommonNONE
052769106ADSKAUTODESK INC$212,5220.04%669CommonNONE
98138H101WDAYWORKDAY INC$210,8800.04%876CommonNONE
46436E445ESMVISHARES TR$210,8010.04%7,230CommonNONE
969457100WMBWILLIAMS COS INC$210,1960.04%3,318CommonNONE
125523100CITHE CIGNA GROUP$206,3870.04%716CommonNONE
G87052109TELTE CONNECTIVITY PLC$205,7000.04%937CommonNONE
922475108VEEVVEEVA SYS INC$204,9630.04%688CommonNONE
907818108UNPUNION PAC CORP$203,2790.03%860CommonNONE

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.