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Fielder Capital Group LLC

Q2 2025 · 13F-HR

Fielder Capital Group LLCholdings as filed

Filed 2025-07-31 · accession 0002010765-25-000005

$375.1M
Reported value
242
Positions
2025-06-30
Period end
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The Brief · Fielder Capital Group LLC · Q2 2025

AI · grounded in 13F

Fielder Capital Group LLC established a new position in COPX valued at $16.5M. The fund also initiated new stakes in SLVP for $16.2M and IAU for $15.6M. Additional new positions include GDX at $15.1M, Texas Pacific Land Corporati TPL at $13.6M, and BITB at $12.0M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
37954Y830COPXGLOBAL X FDS$16.5M4.41%367,511CommonNONE
464286327SLVPISHARES INC$16.2M4.31%906,931CommonNONE
464285204IAUISHARES GOLD TR$15.6M4.17%250,569CommonNONE
92189F106GDXVANECK ETF TRUST$15.1M4.04%290,861CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$13.6M3.62%12,863CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$12.0M3.21%205,451CommonNONE
46436F103IAUMISHARES GOLD TR$11.9M3.17%359,918CommonNONE
167239102REFICHICAGO ATLANTIC REAL ESTATE$10.8M2.87%771,503CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$10.6M2.83%125,287CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$10.2M2.71%119,973CommonNONE
92189F791GDXJVANECK ETF TRUST$9.7M2.60%144,225CommonNONE
74347G440BITOPROSHARES TR$9.5M2.55%443,950CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$9.2M2.44%342,726CommonNONE
85207Q104SPPPSPROTT PHYSICAL PLAT PALLAD$8.8M2.34%747,465CommonNONE
67066G104NVDANVIDIA CORPORATION$7.5M1.99%47,163CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.6M1.75%13,533CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$6.4M1.70%520,150CommonNONE
85208P303URNMSPROTT FDS TR$5.8M1.54%120,636CommonNONE
26884L109EQTEQT CORP$5.0M1.34%86,051CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$5.0M1.33%33,656CommonNONE
133131102CPTCAMDEN PPTY TR$4.9M1.31%43,762CommonNONE
253868103DLRDIGITAL RLTY TR INC$4.8M1.28%27,584CommonNONE
03674X106ARANTERO RESOURCES CORP$4.8M1.27%117,974CommonNONE
75281A109RRCRANGE RES CORP$4.5M1.19%109,466CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$4.4M1.17%43,587CommonNONE
46428Q109SLVISHARES SILVER TR$3.7M0.99%113,296CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.6M0.97%26,674CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$3.6M0.97%105,284CommonNONE
30231G102XOMEXXON MOBIL CORP$3.6M0.95%33,001CommonSOLE
037833100AAPLAPPLE INC$3.5M0.94%17,215CommonSOLE
594918104MSFTMICROSOFT CORP$3.4M0.90%6,818CommonSOLE
624756102MLIMUELLER INDS INC$3.4M0.90%42,549CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.2M0.86%5,201CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$2.8M0.74%116,440CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$2.6M0.69%54,398CommonNONE
166764100CVXCHEVRON CORP NEW$2.5M0.66%17,187CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$2.3M0.62%111,153CommonNONE
65340P106NXENEXGEN ENERGY LTD$2.2M0.60%323,375CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.2M0.60%7,713CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2.2M0.59%24,701CommonSOLE
248356107DNNDENISON MINES CORP$2.2M0.58%1,194,892CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.1M0.55%2,087CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.9M0.51%6,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M0.49%11,465CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M0.44%2,253CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.42%2,773CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.39%4,637CommonSOLE
023135106AMZNAMAZON COM INC$1.4M0.38%6,480CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.37%2,570CommonSOLE
292671708UUUUENERGY FUELS INC$1.4M0.36%235,146CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.36%3,067CommonNONE
64110L106NFLXNETFLIX INC$1.3M0.35%990CommonNONE
464287150ITOTISHARES TR$1.3M0.35%9,685CommonSOLE
02079K305GOOGLALPHABET INC$1.3M0.34%7,282CommonSOLE
540424108LLOEWS CORP$1.3M0.34%13,775CommonSOLE
351858105FNVFRANCO NEV CORP$1.2M0.33%7,575CommonSOLE
92826C839VVISA INC$1.2M0.33%3,493CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.32%6,868CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.2M0.32%8,674CommonSOLE
384802104GWWGRAINGER W W INC$1.1M0.31%1,105CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.1M0.29%2,046CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.1M0.29%42,207CommonSOLE
00326A104SGOLETFS GOLD TR$1.0M0.28%33,012CommonNONE
922908363VOOVANGUARD INDEX FDS$1.0M0.28%1,829CommonNONE
68389X105ORCLORACLE CORP$993,9060.26%4,546CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$905,1970.24%40,959CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$886,6860.24%6,249CommonSOLE
05464C101AXONAXON ENTERPRISE INC$862,7130.23%1,042CommonNONE
032108649SILJAMPLIFY ETF TR$846,0720.23%57,167CommonNONE
191216100KOCOCA COLA CO$830,3160.22%11,736CommonNONE
37954Y293MLPXGLOBAL X FDS$820,5950.22%13,096CommonNONE
11135F101AVGOBROADCOM INC$812,2280.22%2,947CommonNONE
26875P101EOGEOG RES INC$793,8430.21%6,637CommonSOLE
032095101APHAMPHENOL CORP NEW$780,8890.21%7,908CommonNONE
127190304CACICACI INTL INC$761,7670.20%1,598CommonSOLE
88160R101TSLATESLA INC$760,1600.20%2,393CommonNONE
785688102SBRSABINE RTY TR$758,6380.20%11,377CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$749,9080.20%3,311CommonNONE
34959E109FTNTFORTINET INC$740,0400.20%7,000CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$735,7400.20%2,386CommonSOLE
16411R208LNGCHENIERE ENERGY INC$721,7390.19%2,964CommonSOLE
038222105AMATAPPLIED MATLS INC$706,7290.19%3,860CommonSOLE
74762E102QUREQUANTA SVCS INC$706,3830.19%1,868CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$694,7980.19%12,187CommonNONE
00162Q676ENFRALPS ETF TR$658,2120.18%20,416CommonNONE
922908744VTVVANGUARD INDEX FDS$648,1970.17%3,668CommonNONE
892356106TSCOTRACTOR SUPPLY CO$639,0860.17%12,111CommonNONE
907818108UNPUNION PAC CORP$637,2620.17%2,770CommonSOLE
453038408IMOIMPERIAL OIL LTD$623,5210.17%7,845CommonNONE
911363109URIUNITED RENTALS INC$617,0350.16%819CommonNONE
714236106PBTPERMIAN BASIN RTY TR$600,7910.16%48,218CommonSOLE
040413205ANETARISTA NETWORKS INC$596,9790.16%5,835CommonNONE
617446448MSMORGAN STANLEY$583,9510.16%4,146CommonNONE
464287671IUSGISHARES TR$563,3980.15%3,746CommonNONE
20825C104COPCONOCOPHILLIPS$556,1280.15%6,197CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$552,9170.15%1,264CommonNONE
438516106HONHONEYWELL INTL INC$552,6130.15%2,373CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$527,2750.14%2,478CommonNONE
443201108HWMHOWMET AEROSPACE INC$523,5840.14%2,813CommonNONE
369604301GEGE AEROSPACE$520,9570.14%2,024CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$516,0810.14%2,813CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$513,8630.14%1,641CommonNONE
036752103ELVELEVANCE HEALTH INC$504,9420.13%1,298CommonSOLE
718172109PMPHILIP MORRIS INTL INC$496,8650.13%2,728CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$495,0820.13%700CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$482,4420.13%2,207CommonNONE
651639106NEMNEWMONT CORP$480,5870.13%8,249CommonNONE
922908769VTIVANGUARD INDEX FDS$473,2850.13%1,557CommonNONE
00287Y109ABBVABBVIE INC$467,0730.12%2,516CommonNONE
615369105MCOMOODYS CORP$462,5460.12%922CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$450,0130.12%1,527CommonNONE
58155Q103MCKMCKESSON CORP$445,7630.12%608CommonNONE
110448107BTIBRITISH AMERN TOB PLC$436,2880.12%9,218CommonNONE
855244109SBUXSTARBUCKS CORP$431,3940.12%4,708CommonSOLE
780259305SHELSHELL PLC$430,4160.11%6,113CommonNONE
464287200IVVISHARES TR$427,1080.11%688CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$418,3640.11%837CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$418,1540.11%9,646CommonSOLE
46138E420EQALINVESCO EXCH TRADED FD TR II$417,9850.11%8,489CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$410,7110.11%17,772CommonNONE
311900104FASTFASTENAL CO$409,0670.11%9,740CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$405,0830.11%963CommonSOLE
858119100STLDSTEEL DYNAMICS INC$404,9110.11%3,163CommonNONE
437076102HDHOME DEPOT INC$404,6610.11%1,104CommonSOLE
876030107TPRTAPESTRY INC$401,6430.11%4,574CommonNONE
806857108SLBSCHLUMBERGER LTD$400,3180.11%11,844CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$393,6680.10%68CommonNONE
464288570DSIISHARES TR$390,8780.10%3,365CommonNONE
808513105SCHWSCHWAB CHARLES CORP$386,8170.10%4,240CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$384,4570.10%1,769CommonNONE
631103108NDAQNASDAQ INC$380,3010.10%4,253CommonSOLE
12572Q105CMECME GROUP INC$378,1340.10%1,372CommonSOLE
464287663IUSVISHARES TR$368,6780.10%3,896CommonSOLE
482480100KLACKLA CORP$364,8690.10%407CommonNONE
337738108FISVFISERV INC$356,3710.10%2,067CommonSOLE
931142103WMTWALMART INC$354,7610.09%3,628CommonSOLE
704326107PAYXPAYCHEX INC$353,6960.09%2,432CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$353,4220.09%1,095CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$351,0620.09%480CommonNONE
55354G100MSCIMSCI INC$350,7180.09%608CommonNONE
539830109LMTLOCKHEED MARTIN CORP$348,5990.09%753CommonSOLE
79466L302CRMSALESFORCE INC$345,4980.09%1,267CommonNONE
143658300CCL1EURCARNIVAL CORP$344,1040.09%12,237CommonNONE
060505104BACBANK AMERICA CORP$343,0300.09%7,249CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$337,5710.09%1,101CommonNONE
576323109MTZMASTEC INC$336,7700.09%1,976CommonNONE
091955104ETHWBITWISE ETHEREUM ETF$336,5660.09%18,636CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$336,5430.09%1,329CommonNONE
478160104JNJJOHNSON & JOHNSON$334,6750.09%2,191CommonNONE
29977A105EVREVERCORE INC$332,6650.09%1,232CommonNONE
026874784AIGAMERICAN INTL GROUP INC$328,6520.09%3,840CommonNONE
893641100TDGTRANSDIGM GROUP INC$326,9380.09%215CommonNONE
344419106FMXFOMENTO ECONOMICO MEXICANO S$326,2410.09%3,168CommonNONE
969457100WMBWILLIAMS COS INC$324,6260.09%5,168CommonNONE
26622P107DOCSDOXIMITY INC$319,2130.09%5,204CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$315,4090.08%2,340CommonNONE
904767704UNILEVER PLC$314,0470.08%5,134CommonNONE
532457108LLYELI LILLY & CO$312,2520.08%401CommonNONE
56585A102MPCMARATHON PETE CORP$307,3170.08%1,850CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$301,9510.08%6,161CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$298,1530.08%8,319CommonSOLE
629377508NRGNRG ENERGY INC$294,3730.08%1,833CommonSOLE
03073E105CORCENCORA INC$293,1850.08%978CommonNONE
063671101BMOBANK MONTREAL QUE$292,4420.08%2,643CommonSOLE
464287184FXIISHARES TR$291,0660.08%7,918CommonNONE
009066101ABNBAIRBNB INC$288,6340.08%2,181CommonNONE
751212101RLRALPH LAUREN CORP$279,7990.07%1,020CommonNONE
366651107ITGARTNER INC$279,7200.07%692CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$277,1330.07%2,184CommonNONE
36828A101GEVGE VERNOVA INC$276,7450.07%523CommonNONE
46434G103IEMGISHARES INC$276,4420.07%4,605CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$274,3870.07%1,860CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$271,9520.07%562CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$267,9380.07%1,006CommonNONE
921910816MGKVANGUARD WORLD FD$267,6700.07%731CommonNONE
14149Y108CAHCARDINAL HEALTH INC$266,4570.07%1,586CommonNONE
743315103PGRPROGRESSIVE CORP$265,2580.07%994CommonNONE
464287523SOXXISHARES TR$263,5890.07%1,104CommonSOLE
053332102AZOAUTOZONE INC$263,5680.07%71CommonNONE
500767405KBAKRANESHARES TRUST$261,6170.07%10,775CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$260,7670.07%512CommonNONE
78463V107GLDSPDR GOLD TR$259,7150.07%852CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$259,2200.07%60,993CommonNONE
872540109TJXTJX COS INC NEW$258,6480.07%2,094CommonNONE
G29183103ETNEATON CORP PLC$257,4670.07%721CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$252,7870.07%4,502CommonNONE
87612G101TRGPTARGA RES CORP$250,8490.07%1,441CommonNONE
58933Y105MRKMERCK & CO INC$249,6180.07%3,153CommonNONE
375916103GILGILDAN ACTIVEWEAR INC$246,2000.07%5,000CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$246,1960.07%553CommonNONE
929740108WABWABTEC$245,8900.07%1,175CommonNONE
46284V101IRMIRON MTN INC DEL$245,1720.07%2,390CommonNONE
461202103INTUINTUIT$245,0240.07%311CommonNONE
37045V100GMGENERAL MTRS CO$244,4750.07%4,968CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$243,6740.06%7,660CommonNONE
65339F101NEENEXTERA ENERGY INC$238,4860.06%3,435CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$236,5910.06%2,625CommonNONE
405552100HLNHALEON PLC$236,5400.06%22,810CommonNONE
00206R102TAT&T INC$235,2240.06%8,128CommonNONE
G3198U102ESNTESSENT GROUP LTD$234,4180.06%3,860CommonNONE
464287622IWBISHARES TR$234,3030.06%690CommonSOLE
67077M108NTRNUTRIEN LTD$232,9020.06%3,999CommonNONE
464287614IWFISHARES TR$230,5470.06%543CommonNONE
125269100CFCF INDS HLDGS INC$230,0230.06%2,500CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$227,0090.06%3,401CommonNONE
771049103RBLXROBLOX CORP$226,6010.06%2,154CommonNONE
G7S00T104PNRPENTAIR PLC$225,4760.06%2,196CommonNONE
172908105CTASCINTAS CORP$223,5260.06%1,003CommonNONE
512807306LRCXLAM RESEARCH CORP$221,1680.06%2,272CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$220,8170.06%690CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$216,0910.06%2,004CommonNONE
695156109PKGPACKAGING CORP AMER$215,8140.06%1,145CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$215,7050.06%700CommonNONE
02319V103ABEVAMBEV SA$213,7400.06%88,689CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$213,0540.06%2,017CommonNONE
30212P303EXPEEXPEDIA GROUP INC$212,8740.06%1,262CommonNONE
278865100ECLECOLAB INC$212,8580.06%790CommonNONE
78409V104SPGIS&P GLOBAL INC$211,9550.06%402CommonNONE
23918K108DVADAVITA INC$211,8230.06%1,487CommonNONE
19260Q107COINCOINBASE GLOBAL INC$211,6960.06%604CommonSOLE
92343E102VRSNVERISIGN INC$211,6900.06%733CommonNONE
25809K105DASHDOORDASH INC$210,0270.06%852CommonNONE
149123101CATCATERPILLAR INC$206,7790.06%533CommonNONE
02080L102TKNOALPHA TEKNOVA INC$205,4790.05%41,849CommonNONE
98419M100XYLXYLEM INC$204,2420.05%1,579CommonNONE
H1467J104CBCHUBB LIMITED$203,3540.05%702CommonNONE
70975L107PENPENUMBRA INC$201,9680.05%787CommonNONE
00724F101ADBEADOBE INC$201,9510.05%522CommonNONE
172967424CCITIGROUP INC$201,6490.05%2,369CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$201,1840.05%641CommonNONE
871607107SNPSSYNOPSYS INC$200,9710.05%392CommonNONE
29358P101ENSGENSIGN GROUP INC$200,6890.05%1,301CommonNONE
256677105DGDOLLAR GEN CORP NEW$200,5080.05%1,753CommonSOLE
204429104CCUCOMPANIA CERVECERIAS UNIDAS$163,2570.04%12,636CommonNONE
68236X100TOITHE ONCOLOGY INSTITUTE INC$143,8940.04%70,192CommonNONE
98980F104GTMZOOMINFO TECHNOLOGIES INC$135,6690.04%13,406CommonNONE
00218A105ASPIASP ISOTOPES INC$132,9950.04%18,070CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$127,7610.03%18,816CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$126,3350.03%11,024CommonSOLE
G0250X107AMCRAMCOR PLC$110,6480.03%12,040CommonSOLE
904311206UAUNDER ARMOUR INC$83,4550.02%12,859CommonNONE
64131A105STIMNEURONETICS INC$79,5620.02%22,797CommonNONE

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.