MondegarAI
Pingora Partners LLC

Q3 2024 · 13F-HR

Pingora Partners LLCholdings as filed

Filed 2024-11-14 · accession 0002011176-24-000004

$141.2M
Reported value
222
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G3730V105FTAIFTAI AVIATION LTD$43.8M31.0%329,571CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$13.8M9.80%1,263,389CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$13.1M9.25%1,395,369CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.6M2.56%34,078CommonSOLE
127097103CTRACOTERRA ENERGY INC$3.3M2.34%137,717CommonSOLE
00206R102TAT&T INC$3.1M2.20%141,443CommonSOLE
30303M102METAMETA PLATFORMS INC$2.4M1.69%4,170CommonSOLE
037833100AAPLAPPLE INC$2.1M1.46%8,871CommonSOLE
717081103PFEPFIZER INC$2.0M1.39%67,970CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.0M1.38%16,665CommonSOLE
097023105BABOEING CO$1.9M1.31%12,186CommonSOLE
29273V100ETENERGY TRANSFER L P$1.8M1.29%113,656CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M1.28%8,190CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.8M1.27%35,870CommonSOLE
594918104MSFTMICROSOFT CORP$1.7M1.22%4,010CommonSOLE
532457108LLYELI LILLY & CO$1.7M1.19%1,900CommonSOLE
58933Y105MRKMERCK & CO INC$1.5M1.04%12,979CommonSOLE
254687106DISDISNEY WALT CO$1.5M1.04%15,206CommonSOLE
71425H100PVLPERMIANVILLE RTY TR$1.4M1.02%902,508CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.4M0.98%13,657CommonSOLE
55336V100MPLXMPLX LP$1.4M0.97%30,823CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.4M0.97%61,700CommonSOLE
023135106AMZNAMAZON COM INC$1.4M0.96%7,265CommonSOLE
780259305SHELSHELL PLC$1.3M0.90%19,345CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.2M0.81%22,234CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$1.1M0.77%160,384CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$1.1M0.77%121,208CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$1.0M0.72%277,388CommonSOLE
580135101MCDMCDONALDS CORP$956,7700.68%3,142CommonSOLE
500754106KHCKRAFT HEINZ CO$839,1290.59%23,900CommonSOLE
651229106NWLNEWELL BRANDS INC$827,7040.59%107,774CommonSOLE
478160104JNJJOHNSON & JOHNSON$823,1030.58%5,079CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$734,2450.52%80,775CommonSOLE
166764100CVXCHEVRON CORP NEW$669,7840.47%4,548CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$658,2610.47%8,436CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$642,4290.46%16,422CommonSOLE
742718109PGPROCTER AND GAMBLE CO$623,0000.44%3,597CommonSOLE
36472T109TDAYGANNETT CO INC$617,0030.44%109,787CommonSOLE
00287Y109ABBVABBVIE INC$521,3470.37%2,640CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$514,4750.36%48,444CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$510,4710.36%31,726CommonSOLE
437076102HDHOME DEPOT INC$468,0060.33%1,155CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$454,5020.32%2,770CommonSOLE
001055102AFLAFLAC INC$447,2000.32%4,000CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$442,7680.31%1,600CommonSOLE
458140100INTCINTEL CORP$416,0630.29%17,735CommonSOLE
125523100CITHE CIGNA GROUP$415,7280.29%1,200CommonSOLE
713448108PEPPEPSICO INC$413,7320.29%2,433CommonSOLE
679295105OKTAOKTA INC$393,2590.28%5,290CommonSOLE
00162Q452AMLPALPS ETF TR$379,3020.27%8,048CommonSOLE
65339F101NEENEXTERA ENERGY INC$362,6340.26%4,290CommonSOLE
060505104BACBANK AMERICA CORP$361,5240.26%9,111CommonSOLE
02079K107GOOGALPHABET INC$351,0990.25%2,100CommonSOLE
172967424CCITIGROUP INC$309,5570.22%4,945CommonSOLE
67066G104NVDANVIDIA CORPORATION$300,5640.21%2,475CommonSOLE
206787103CNDTCONDUENT INC$298,2200.21%74,000CommonSOLE
624756102MLIMUELLER INDS INC$296,4000.21%4,000CommonSOLE
149123101CATCATERPILLAR INC$293,3400.21%750CommonSOLE
256163106DOCUDOCUSIGN INC$285,6140.20%4,600CommonSOLE
68389X105ORCLORACLE CORP$272,6400.19%1,600CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$254,7090.18%700CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$248,5960.18%8,390CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$229,8570.16%13,233CommonSOLE
02079K305GOOGLALPHABET INC$220,0830.16%1,327CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$219,5440.16%477CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$199,3810.14%350CommonSOLE
907818108UNPUNION PAC CORP$197,1840.14%800CommonSOLE
09260D107BXBLACKSTONE INC$191,4130.14%1,250CommonSOLE
002824100ABTABBOTT LABS$188,1170.13%1,650CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$187,0980.13%320CommonSOLE
438516106HONHONEYWELL INTL INC$183,1450.13%886CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$173,6780.12%22,703CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$169,5880.12%23,852CommonSOLE
191216100KOCOCA COLA CO$166,3560.12%2,315CommonSOLE
49177J102KVUEKENVUE INC$157,3770.11%6,804CommonSOLE
11135F101AVGOBROADCOM INC$155,2500.11%900CommonSOLE
88579Y101MMM3M CO$150,3700.11%1,100CommonSOLE
031162100AMGNAMGEN INC$146,6060.10%455CommonSOLE
855244109SBUXSTARBUCKS CORP$146,2350.10%1,500CommonSOLE
922908553VNQVANGUARD INDEX FDS$146,1300.10%1,500CommonSOLE
88160R101TSLATESLA INC$144,4200.10%552CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$139,8000.10%663CommonSOLE
609207105MDLZMONDELEZ INTL INC$139,2360.10%1,890CommonSOLE
31428X106FDXFEDEX CORP$136,8400.10%500CommonSOLE
704326107PAYXPAYCHEX INC$134,1900.10%1,000CommonSOLE
872540109TJXTJX COS INC NEW$132,8200.09%1,130CommonSOLE
06738E204BCSBARCLAYS PLC$122,7150.09%10,100CommonSOLE
291011104EMREMERSON ELEC CO$122,4940.09%1,120CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$120,8410.09%12,060CommonSOLE
464287655IWMISHARES TR$110,4450.08%500CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$106,9010.08%275CommonSOLE
64110L106NFLXNETFLIX INC$106,3910.08%150CommonSOLE
143658300CCL1EURCARNIVAL CORP$105,3360.07%5,700CommonSOLE
244199105DEDEERE & CO$104,3330.07%250CommonSOLE
020002101ALLALLSTATE CORP$104,3080.07%550CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$100,2260.07%3,443CommonSOLE
406216101HALHALLIBURTON CO$94,1220.07%3,240CommonSOLE
74762E102QUREQUANTA SVCS INC$93,9170.07%315CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$93,7860.07%28,420CommonSOLE
806857108SLBSCHLUMBERGER LTD$90,6120.06%2,160CommonSOLE
904767704UNILEVER PLC$90,4240.06%1,392CommonSOLE
35953C906FTAI INFRASTRUCTURE INC$88,9200.06%9,500CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$86,8350.06%500CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$85,9000.06%1,000CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$81,5670.06%5,700CommonSOLE
441593100HLIHOULIHAN LOKEY INC$79,0100.06%500CommonSOLE
872590104TMUST-MOBILE US INC$78,4170.06%380CommonSOLE
92826C839VVISA INC$75,6110.05%275CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$74,4680.05%84CommonSOLE
172908105CTASCINTAS CORP$74,1170.05%360CommonSOLE
40412C101HCAHCA HEALTHCARE INC$73,1570.05%180CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$71,7850.05%3,500CommonSOLE
00724F101ADBEADOBE INC$62,1340.04%120CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$60,2440.04%122CommonSOLE
80105N105SNYSANOFI$59,3590.04%1,030CommonSOLE
375558103GILDGILEAD SCIENCES INC$58,6880.04%700CommonSOLE
780910105RVTROYCE SMALL CAP TRUST INC$58,6080.04%3,733CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$58,1860.04%200CommonSOLE
46434G103IEMGISHARES INC$57,4100.04%1,000CommonSOLE
46428Q109SLVISHARES SILVER TR$56,8200.04%2,000CommonSOLE
343389409FTKFLOTEK INDS INC DEL$55,3230.04%11,109CommonSOLE
N07059210ASMLASML HOLDING N V$54,9950.04%66CommonSOLE
931142103WMTWALMART INC$54,5060.04%675CommonSOLE
871607107SNPSSYNOPSYS INC$53,1710.04%105CommonSOLE
009158106APDAIR PRODS & CHEMS INC$52,4020.04%176CommonSOLE
336433107FSLRFIRST SOLAR INC$52,3820.04%210CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$51,9600.04%84CommonSOLE
02209S103MOALTRIA GROUP INC$51,0400.04%1,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$49,0790.03%95CommonSOLE
G54950103LINLINDE PLC$48,6400.03%102CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$47,8520.03%140CommonSOLE
464287804IJRISHARES TR$47,8370.03%409CommonSOLE
22822V101CCICROWN CASTLE INC$47,4520.03%400CommonSOLE
87612E106TGTTARGET CORP$46,7580.03%300CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$46,4230.03%5,627CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$45,6740.03%335CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$45,5530.03%475CommonSOLE
G5960L103MDTMEDTRONIC PLC$45,0150.03%500CommonSOLE
055622104BPBP PLC$43,6630.03%1,391CommonSOLE
624758108MWAMUELLER WTR PRODS INC$43,4000.03%2,000CommonSOLE
75134P600METCRAMACO RES INC$43,2900.03%3,700CommonSOLE
088606108BHPBHP GROUP LTD$42,7940.03%689CommonSOLE
90364P105PATHUIPATH INC$41,8560.03%3,270CommonSOLE
595112103MUMICRON TECHNOLOGY INC$41,4840.03%400CommonSOLE
G8473T100STESTERIS PLC$40,7470.03%168CommonSOLE
18915M107NETCLOUDFLARE INC$40,4450.03%500CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$39,6020.03%165CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$39,5010.03%385CommonSOLE
464285204IAUISHARES GOLD TR$38,9650.03%784CommonSOLE
46432F842IEFAISHARES TR$37,8540.03%485CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$37,4240.03%1,600CommonSOLE
26875P101EOGEOG RES INC$36,2640.03%295CommonSOLE
98978V103ZTSZOETIS INC$36,1450.03%185CommonSOLE
701094104PHPARKER-HANNIFIN CORP$34,7500.02%55CommonSOLE
79466L302CRMSALESFORCE INC$34,2140.02%125CommonSOLE
747525103QCOMQUALCOMM INC$34,0100.02%200CommonSOLE
13321L108CCJCAMECO CORP$33,4320.02%700CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$33,0470.02%1,998CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$32,9950.02%500CommonSOLE
29444U700EQIXEQUINIX INC$31,0670.02%35CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$30,2300.02%65CommonSOLE
91544A109UPLDUPLAND SOFTWARE INC$29,3820.02%11,800CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$29,2280.02%50CommonSOLE
403949100DINOHF SINCLAIR CORP$28,0790.02%630CommonSOLE
75513E101RTXRTX CORPORATION$27,8670.02%230CommonSOLE
87151X101SYMSYMBOTIC INC$24,3900.02%1,000CommonSOLE
816851109SRESEMPRA$24,2530.02%290CommonSOLE
369604301GEGE AEROSPACE$23,5730.02%125CommonSOLE
969457100WMBWILLIAMS COS INC$23,0530.02%505CommonSOLE
670100205NVONOVO-NORDISK A S$22,6230.02%190CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$21,1700.01%180CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$21,1310.01%410CommonSOLE
37733W204GSKGSK PLC$20,4400.01%500CommonSOLE
82509L107SHOPSHOPIFY INC$20,0350.01%250CommonSOLE
067901108ABXBARRICK GOLD CORP$19,8900.01%1,000CommonSOLE
046353108AZNNASTRAZENECA PLC$19,4780.01%250CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$19,4750.01%35CommonSOLE
337932107FEFIRSTENERGY CORP$19,0710.01%430CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$18,7700.01%200CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$17,6650.01%500CommonSOLE
316773100FITBFIFTH THIRD BANCORP$17,5640.01%410CommonSOLE
29364G103ETRENTERGY CORP NEW$17,1090.01%130CommonSOLE
902973304USBUS BANCORP DEL$15,3200.01%335CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$15,1160.01%65CommonSOLE
59156R108METMETLIFE INC$14,0220.01%170CommonSOLE
25746U109DDOMINION ENERGY INC$13,5810.01%235CommonSOLE
74340W103PLDPROLOGIS INC.$13,5120.01%107CommonSOLE
89151E109TTENTOTALENERGIES SE$13,5060.01%209CommonSOLE
464287473IWSISHARES TR$13,0930.01%99CommonSOLE
922908512VOEVANGUARD INDEX FDS$13,0780.01%78CommonSOLE
56585A102MPCMARATHON PETE CORP$13,0330.01%80CommonSOLE
784730103SSRMSSR MINING IN$11,3580.01%2,000CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$10,2400.01%165CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$10,0330.01%19CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$9,9490.01%100CommonSOLE
65473P105NINISOURCE INC$9,7020.01%280CommonSOLE
30040W108ESEVERSOURCE ENERGY$9,5270.01%140CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9,3000.01%250CommonSOLE
92556V106VTRSVIATRIS INC$9,0670.01%781CommonSOLE
842587107SOSOUTHERN CO$9,0180.01%100CommonSOLE
370334104GISGENERAL MLS INC$8,8620.01%120CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$8,8370.01%25CommonSOLE
345370860FFORD MTR CO$8,5540.01%810CommonSOLE
36828A101GEVGE VERNOVA INC$7,9040.01%31CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$7,7010.01%50CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$7,5910.01%240CommonSOLE
637417106NNNNNN REIT INC$7,5160.01%155CommonSOLE
942622200WSOWATSCO INC$7,3780.01%15CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7,3690.01%15CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$7,3120.01%50CommonSOLE
91529Y106UNMUNUM GROUP$7,1330.01%120CommonSOLE
372460105GPCGENUINE PARTS CO$5,5870.00%40CommonSOLE
009066101ABNBAIRBNB INC$5,0720.00%40CommonSOLE
963320106WHRWHIRLPOOL CORP$4,8150.00%45CommonSOLE
92971A109MAPSWM TECHNOLOGY INC$3,3930.00%3,900CommonSOLE
09060U606BCDABIOCARDIA INC$3,2320.00%1,036CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2,8830.00%25CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2,5460.00%29CommonSOLE
72703X106PLPLANET LABS PBC$2,2300.00%1,000CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$1,5400.00%109CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$1,5200.00%200CommonSOLE
879382208TELFYTELEFONICA S A$9720.00%200CommonSOLE

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.