MondegarAI
Portfolio Design Labs, LLC

Q4 2025 · 13F-HR

Portfolio Design Labs, LLCholdings as filed

Filed 2026-02-11 · accession 0002010278-26-000002

$606.5M
Reported value
203
Positions
2025-12-31
Period end
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The Brief · Portfolio Design Labs, LLC · Q4 2025

AI · grounded in 13F

Portfolio Design Labs, LLC increased its position in SSO by 129.56%. The fund also added 149 new positions and increased its holdings in MU by 1.94% and AAPL by 0.79%. On the sell side, the fund closed its position in USFR, resulting in a decrease of $883,797.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$41.5M6.84%104,746CommonNONE
67066G104NVDANVIDIA CORPORATION$32.7M5.39%175,131CommonNONE
037833100AAPLAPPLE INC$31.5M5.19%115,811CommonNONE
594918104MSFTMICROSOFT CORP$30.0M4.95%62,133CommonNONE
02079K107GOOGALPHABET INC$27.0M4.45%85,982CommonNONE
023135106AMZNAMAZON COM INC$19.7M3.25%85,315CommonNONE
46429B689EFAVISHARES TR$15.2M2.51%176,157CommonNONE
11135F101AVGOBROADCOM INC$14.5M2.39%41,848CommonNONE
30303M102METAMETA PLATFORMS INC$14.3M2.36%21,655CommonNONE
74347R107SSOPROSHARES TR$13.6M2.25%235,276CommonNONE
46434V860TFLOISHARES TR$12.5M2.06%247,679CommonNONE
464287457SHYISHARES TR$12.2M2.02%147,568CommonNONE
532457108LLYELI LILLY & CO$10.9M1.80%10,163CommonNONE
46429B697USMVISHARES TR$10.6M1.75%112,936CommonNONE
46429B747STIPISHARES TR$9.7M1.60%94,680CommonNONE
464288661IEIISHARES TR$7.9M1.31%66,570CommonNONE
92826C839VVISA INC$7.6M1.26%21,736CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.5M1.24%23,324CommonNONE
30231G102XOMEXXON MOBIL CORP$6.4M1.05%53,167CommonNONE
478160104JNJJOHNSON & JOHNSON$6.2M1.03%30,040CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.8M0.95%11,504CommonNONE
46431W838MEARISHARES U S ETF TR$5.6M0.93%111,828CommonNONE
872540109TJXTJX COS INC NEW$5.2M0.85%33,706CommonNONE
64110L106NFLXNETFLIX INC$4.9M0.81%52,412CommonNONE
166764100CVXCHEVRON CORP NEW$4.3M0.72%28,522CommonNONE
75513E101RTXRTX CORPORATION$4.3M0.71%23,615CommonNONE
95040Q104WELLWELLTOWER INC$4.2M0.69%22,658CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.1M0.67%28,545CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.9M0.65%24,434CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.4M0.56%5,918CommonNONE
931142103WMTWALMART INC$3.4M0.55%30,201CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.4M0.55%11,759CommonNONE
369604301GEGE AEROSPACE$3.3M0.54%10,703CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.2M0.52%14,749CommonNONE
78468R663BILSPDR SERIES TRUST$3.0M0.50%32,935CommonNONE
872590104TMUST-MOBILE US INC$2.9M0.49%14,528CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.9M0.47%30,886CommonNONE
512807306LRCXLAM RESEARCH CORP$2.9M0.47%16,695CommonNONE
060505104BACBANK AMERICA CORP$2.9M0.47%51,897CommonNONE
00287Y109ABBVABBVIE INC$2.8M0.46%12,168CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.8M0.46%3,217CommonNONE
032095101APHAMPHENOL CORP NEW$2.7M0.45%20,309CommonNONE
191216100KOCOCA COLA CO$2.7M0.45%38,920CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.7M0.45%5,762CommonNONE
58155Q103MCKMCKESSON CORP$2.7M0.44%3,257CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.7M0.44%32,133CommonNONE
17275R102CSCOCISCO SYS INC$2.7M0.44%34,516CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.6M0.43%10,085CommonNONE
370334104GISGENERAL MLS INC$2.6M0.43%55,698CommonNONE
038222105AMATAPPLIED MATLS INC$2.6M0.42%10,005CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M0.41%7,574CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$2.5M0.41%25,942CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.4M0.40%13,735CommonNONE
69351T106PPLPPL CORP$2.4M0.40%69,552CommonNONE
002824100ABTABBOTT LABS$2.4M0.40%19,252CommonNONE
79466L302CRMSALESFORCE INC$2.4M0.39%9,025CommonNONE
G54950103LINLINDE PLC$2.3M0.39%5,504CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.3M0.38%2,652CommonNONE
778296103ROSTROSS STORES INC$2.3M0.38%12,852CommonNONE
58933Y105MRKMERCK & CO INC$2.3M0.37%21,518CommonNONE
37045V100GMGENERAL MTRS CO$2.2M0.37%27,495CommonNONE
68389X105ORCLORACLE CORP$2.2M0.37%11,460CommonNONE
345370860FFORD MTR CO$2.2M0.37%169,153CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2.1M0.35%8,656CommonNONE
G29183103ETNEATON CORP PLC$2.0M0.33%6,375CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.0M0.33%3,549CommonNONE
437076102HDHOME DEPOT INC$2.0M0.32%5,703CommonNONE
747525103QCOMQUALCOMM INC$1.9M0.32%11,344CommonNONE
031100100AMEAMETEK INC$1.9M0.32%9,432CommonNONE
032654105ADIANALOG DEVICES INC$1.9M0.32%7,113CommonNONE
00206R102TAT&T INC$1.9M0.32%77,530CommonNONE
631103108NDAQNASDAQ INC$1.9M0.32%19,698CommonNONE
174610105CFGCITIZENS FINL GROUP INC$1.9M0.31%32,411CommonNONE
254687106DISDISNEY WALT CO$1.9M0.31%16,515CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.9M0.31%5,069CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.31%6,945CommonNONE
172967424CCITIGROUP INC$1.9M0.31%15,958CommonNONE
149123101CATCATERPILLAR INC$1.8M0.30%3,185CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1.8M0.30%12,094CommonNONE
580135101MCDMCDONALDS CORP$1.8M0.29%5,824CommonNONE
36828A101GEVGE VERNOVA INC$1.8M0.29%2,712CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.29%3,057CommonNONE
695156109PKGPACKAGING CORP AMER$1.7M0.29%8,439CommonNONE
00724F101ADBEADOBE INC$1.7M0.29%4,967CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.7M0.29%5,863CommonNONE
235851102DHRDANAHER CORPORATION$1.7M0.28%7,503CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1.7M0.28%98,994CommonNONE
125896100CMSCMS ENERGY CORP$1.7M0.28%24,372CommonNONE
031162100AMGNAMGEN INC$1.6M0.27%5,021CommonNONE
713448108PEPPEPSICO INC$1.6M0.27%11,249CommonNONE
617446448MSMORGAN STANLEY$1.6M0.27%9,069CommonNONE
20825C104COPCONOCOPHILLIPS$1.6M0.26%17,044CommonNONE
743315103PGRPROGRESSIVE CORP$1.6M0.26%6,948CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.6M0.26%7,686CommonNONE
65339F101NEENEXTERA ENERGY INC$1.6M0.26%19,558CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.6M0.26%8,516CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.6M0.26%15,689CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.6M0.26%1,773CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.5M0.25%9,717CommonNONE
375558103GILDGILEAD SCIENCES INC$1.5M0.25%12,379CommonNONE
040413205ANETARISTA NETWORKS INC$1.5M0.25%11,507CommonNONE
04621X108AIZASSURANT INC$1.5M0.25%6,249CommonNONE
863667101SYKSTRYKER CORPORATION$1.5M0.25%4,230CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$1.5M0.24%2,383CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$1.5M0.24%14,621CommonNONE
26875P101EOGEOG RES INC$1.4M0.24%13,703CommonNONE
92939U106WECWEC ENERGY GROUP INC$1.4M0.24%13,555CommonNONE
717081103PFEPFIZER INC$1.4M0.23%56,664CommonNONE
78409V104SPGIS&P GLOBAL INC$1.4M0.23%2,694CommonNONE
784117103SEICSEI INVTS CO$1.4M0.23%17,144CommonNONE
74340W103PLDPROLOGIS INC.$1.4M0.23%10,991CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.4M0.23%34,013CommonNONE
548661107LOWLOWES COS INC$1.4M0.22%5,624CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.3M0.22%16,277CommonNONE
097023105BABOEING CO$1.3M0.22%6,116CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.3M0.22%4,544CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.3M0.21%13,144CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.3M0.21%5,016CommonNONE
882508104TXNTEXAS INSTRS INC$1.3M0.21%7,384CommonNONE
48251W104KKRKKR & CO INC$1.3M0.21%9,872CommonNONE
09260D107BXBLACKSTONE INC$1.3M0.21%8,154CommonNONE
172908105CTASCINTAS CORP$1.3M0.21%6,670CommonNONE
704326107PAYXPAYCHEX INC$1.2M0.21%11,138CommonNONE
12572Q105CMECME GROUP INC$1.2M0.21%4,557CommonNONE
81762P102NOWSERVICENOW INC$1.2M0.20%8,088CommonNONE
45687V106IRINGERSOLL RAND INC$1.2M0.20%15,440CommonNONE
311900104FASTFASTENAL CO$1.2M0.20%30,418CommonNONE
526057104LENLENNAR CORP$1.2M0.20%11,868CommonNONE
654106103NKENIKE INC$1.2M0.20%18,930CommonNONE
25809K105DASHDOORDASH INC$1.2M0.20%5,314CommonNONE
723484101PNWPINNACLE WEST CAP CORP$1.2M0.19%13,000CommonNONE
438516106HONHONEYWELL INTL INC$1.1M0.19%5,784CommonNONE
35137L204FOXFOX CORP$1.1M0.18%17,183CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.1M0.18%6,336CommonNONE
244199105DEDEERE & CO$1.1M0.18%2,387CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.1M0.18%2,440CommonNONE
855244109SBUXSTARBUCKS CORP$1.0M0.17%12,338CommonNONE
871607107SNPSSYNOPSYS INC$1.0M0.17%2,164CommonNONE
194162103CLCOLGATE PALMOLIVE CO$988,8020.16%12,513CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$981,9680.16%2,523CommonNONE
03073E105CORCENCORA INC$974,7470.16%2,886CommonNONE
760759100RSGREPUBLIC SVCS INC$962,7980.16%4,543CommonNONE
92840M102VSTVISTRA CORP$962,0110.16%5,963CommonNONE
21036P108STZCONSTELLATION BRANDS INC$914,2850.15%6,627CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$901,3880.15%10,750CommonNONE
009158106APDAIR PRODS & CHEMS INC$854,9590.14%3,461CommonNONE
464288356CMFISHARES TR$835,2970.14%14,537CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$768,5720.13%2,529CommonNONE
237194105DRIDARDEN RESTAURANTS INC$752,8260.12%4,091CommonNONE
337738108FISVFISERV INC$643,4220.11%9,579CommonNONE
64110D104NTAPNETAPP INC$611,4840.10%5,710CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$594,2340.10%6,515CommonNONE
049560105ATOATMOS ENERGY CORP$590,8960.10%3,525CommonNONE
501044101KRKROGER CO$558,5090.09%8,939CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$546,2990.09%1,205CommonNONE
247361702DALDELTA AIR LINES INC DEL$508,7020.08%7,330CommonNONE
816851109SRESEMPRA$475,7950.08%5,389CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$470,3320.08%2,904CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$443,1180.07%8,215CommonNONE
69331C108PCGPG&E CORP$438,3900.07%27,280CommonNONE
493267108KEYKEYCORP$422,6660.07%20,478CommonNONE
609207105MDLZMONDELEZ INTL INC$409,1080.07%7,600CommonNONE
74762E102QUREQUANTA SVCS INC$408,5550.07%968CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$376,3250.06%829CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$321,7070.05%3,856CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$314,4140.05%1,071CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$314,4040.05%1,894CommonNONE
02079K305GOOGLALPHABET INC$309,2440.05%988CommonNONE
482480100KLACKLA CORP$303,7700.05%250CommonNONE
14149Y108CAHCARDINAL HEALTH INC$300,6470.05%1,463CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$290,6060.05%569CommonNONE
461202103INTUINTUIT$284,8410.05%430CommonNONE
46436E759DMXFISHARES TR$283,0530.05%3,766CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$279,1830.05%2,026CommonNONE
064058100BKBANK NEW YORK MELLON CORP$273,9730.05%2,360CommonNONE
N07059210ASMLASML HOLDING N V$268,8780.04%251CommonNONE
053332102AZOAUTOZONE INC$264,5370.04%78CommonNONE
531229755FWONKLIBERTY MEDIA CORP DEL$262,0370.04%2,660CommonNONE
925652109VICIVICI PPTYS INC$255,8640.04%9,099CommonNONE
09290D101BLKBLACKROCK INC$251,5300.04%235CommonNONE
053611109AVYAVERY DENNISON CORP$249,9040.04%1,374CommonNONE
464288158SUBISHARES TR$241,7830.04%2,266CommonNONE
285512109EAELECTRONIC ARTS INC$235,5930.04%1,153CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$230,9550.04%890CommonNONE
443510607HUBBHUBBELL INC$230,4940.04%519CommonNONE
773903109ROKROCKWELL AUTOMATION INC$225,6610.04%580CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$225,1040.04%2,936CommonNONE
02209S103MOALTRIA GROUP INC$224,0100.04%3,885CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$221,9320.04%710CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$220,2860.04%1,054CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$217,6170.04%867CommonNONE
92276F100VTRVENTAS INC$215,4260.04%2,784CommonNONE
521865204LEALEAR CORP$214,1880.04%1,869CommonNONE
G87052109TELTE CONNECTIVITY PLC$213,1770.04%937CommonNONE
66987V109NVSNOVARTIS AG$211,0790.03%1,531CommonNONE
46436E445ESMVISHARES TR$208,4720.03%7,230CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$207,4800.03%1,137CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$207,3360.03%3,033CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$207,2690.03%993CommonNONE
009066101ABNBAIRBNB INC$205,6160.03%1,515CommonNONE
55261F104MTBM & T BK CORP$202,2860.03%1,004CommonNONE
892331307TMTOYOTA MOTOR CORP$201,7760.03%943CommonNONE
052769106ADSKAUTODESK INC$201,5830.03%681CommonNONE

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.