MondegarAI
Pingora Partners LLC

Q1 2025 · 13F-HR

Pingora Partners LLCholdings as filed

Filed 2025-05-15 · accession 0002011176-25-000003

$134.8M
Reported value
207
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G3730V105FTAIFTAI AVIATION LTD$34.0M25.2%305,776CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$13.5M10.0%1,204,322CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$6.8M5.01%1,490,744CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$6.3M4.66%755,393CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.7M3.50%35,699CommonSOLE
127097103CTRACOTERRA ENERGY INC$4.0M2.98%139,041CommonSOLE
00206R102TAT&T INC$3.9M2.93%139,595CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2.3M1.69%203,880CommonSOLE
30303M102METAMETA PLATFORMS INC$2.2M1.64%3,830CommonSOLE
717081103PFEPFIZER INC$2.1M1.57%83,568CommonSOLE
29273V100ETENERGY TRANSFER L P$2.1M1.57%113,656CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M1.49%8,090CommonSOLE
037833100AAPLAPPLE INC$2.0M1.47%8,941CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M1.41%16,005CommonSOLE
403949100DINOHF SINCLAIR CORP$1.8M1.37%56,230CommonSOLE
097023105BABOEING CO$1.7M1.24%9,826CommonSOLE
55336V100MPLXMPLX LP$1.6M1.22%30,823CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.6M1.20%56,800CommonSOLE
532457108LLYELI LILLY & CO$1.6M1.16%1,900CommonSOLE
023135106AMZNAMAZON COM INC$1.5M1.15%8,145CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$1.5M1.12%272,788CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.4M1.06%37,860CommonSOLE
71425H100PVLPERMIANVILLE RTY TR$1.4M1.04%902,508CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.4M1.03%22,810CommonSOLE
594918104MSFTMICROSOFT CORP$1.4M1.03%3,685CommonSOLE
500754106KHCKRAFT HEINZ CO$1.4M1.02%45,198CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$1.4M1.01%217,684CommonSOLE
254687106DISDISNEY WALT CO$1.3M0.99%13,556CommonSOLE
780259305SHELSHELL PLC$1.3M0.97%17,875CommonSOLE
84470P109SBSISOUTHSIDE BANCSHARES INC$1.2M0.90%41,675CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.86%12,979CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.1M0.81%13,507CommonSOLE
580135101MCDMCDONALDS CORP$1.0M0.77%3,332CommonSOLE
478160104JNJJOHNSON & JOHNSON$825,7170.61%4,979CommonSOLE
166764100CVXCHEVRON CORP NEW$669,4950.50%4,002CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$614,1830.46%16,422CommonSOLE
742718109PGPROCTER AND GAMBLE CO$613,0010.45%3,597CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$538,7040.40%8,256CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$526,0080.39%32,550CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$488,8480.36%1,600CommonSOLE
001055102AFLAFLAC INC$444,7600.33%4,000CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$429,2660.32%14,200CommonSOLE
437076102HDHOME DEPOT INC$423,2960.31%1,155CommonSOLE
36472T109TDAYGANNETT CO INC$421,9020.31%145,987CommonSOLE
00162Q452AMLPALPS ETF TR$416,9740.31%8,028CommonSOLE
651229106NWLNEWELL BRANDS INC$410,5890.30%66,224CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$409,1640.30%29,226CommonSOLE
125523100CITHE CIGNA GROUP$394,8000.29%1,200CommonSOLE
02079K107GOOGALPHABET INC$382,7640.28%2,450CommonSOLE
595112103MUMICRON TECHNOLOGY INC$374,6700.28%4,312CommonSOLE
256163106DOCUDOCUSIGN INC$374,4400.28%4,600CommonSOLE
00287Y109ABBVABBVIE INC$367,7080.27%1,755CommonSOLE
713448108PEPPEPSICO INC$364,8040.27%2,433CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$359,0760.27%3,495CommonSOLE
172967424CCITIGROUP INC$319,1000.24%4,495CommonSOLE
624756102MLIMUELLER INDS INC$304,5600.23%4,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$268,2410.20%2,475CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$264,6600.20%13,233CommonSOLE
G1466R173BORRBORR DRILLING LTD$262,8000.19%120,000CommonSOLE
464287432TLTISHARES TR$254,8840.19%2,800CommonSOLE
02079K305GOOGLALPHABET INC$254,6920.19%1,647CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$254,0410.19%477CommonSOLE
149123101CATCATERPILLAR INC$247,3500.18%750CommonSOLE
68389X105ORCLORACLE CORP$223,6960.17%1,600CommonSOLE
002824100ABTABBOTT LABS$218,8730.16%1,650CommonSOLE
65339F101NEENEXTERA ENERGY INC$212,6700.16%3,000CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$209,5030.16%700CommonSOLE
907818108UNPUNION PAC CORP$188,9920.14%800CommonSOLE
438516106HONHONEYWELL INTL INC$187,6110.14%886CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$186,7180.14%350CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$168,0740.12%20,447CommonSOLE
88579Y101MMM3M CO$161,5460.12%1,100CommonSOLE
191216100KOCOCA COLA CO$155,7740.12%2,175CommonSOLE
704326107PAYXPAYCHEX INC$154,2800.11%1,000CommonSOLE
293594107ENVXENOVIX CORPORATION$151,9380.11%20,700CommonSOLE
64110L106NFLXNETFLIX INC$139,8800.10%150CommonSOLE
922908553VNQVANGUARD INDEX FDS$135,8100.10%1,500CommonSOLE
609207105MDLZMONDELEZ INTL INC$128,2370.10%1,890CommonSOLE
872540109TJXTJX COS INC NEW$125,4540.09%1,030CommonSOLE
53814X102LIVXEURLIVEONE INC$123,3210.09%176,425CommonSOLE
291011104EMREMERSON ELEC CO$122,7970.09%1,120CommonSOLE
31428X106FDXFEDEX CORP$121,8900.09%500CommonSOLE
88160R101TSLATESLA INC$117,9180.09%455CommonSOLE
244199105DEDEERE & CO$117,3380.09%250CommonSOLE
464287762IYHISHARES TR$103,5130.08%1,700CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$102,4200.08%3,000CommonSOLE
872590104TMUST-MOBILE US INC$101,3500.08%380CommonSOLE
855244109SBUXSTARBUCKS CORP$98,0900.07%1,000CommonSOLE
09260D107BXBLACKSTONE INC$97,8460.07%700CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$96,8940.07%395CommonSOLE
92826C839VVISA INC$96,3770.07%275CommonSOLE
464287440IEFISHARES TR$95,3700.07%1,000CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$94,2620.07%10,060CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$92,6530.07%275CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$84,3700.06%1,000CommonSOLE
904767704UNILEVER PLC$82,8940.06%1,392CommonSOLE
74762E102QUREQUANTA SVCS INC$80,0670.06%315CommonSOLE
206787103CNDTCONDUENT INC$79,3800.06%29,400CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$74,7000.06%450CommonSOLE
031162100AMGNAMGEN INC$73,2140.05%235CommonSOLE
74967X103RHRH$70,3230.05%300CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$69,9880.05%74CommonSOLE
067901108ABXBARRICK GOLD CORP$68,0400.05%3,500CommonSOLE
458140100INTCINTEL CORP$63,2470.05%2,785CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$63,0880.05%1,600CommonSOLE
46428Q109SLVISHARES SILVER TR$61,9800.05%2,000CommonSOLE
02209S103MOALTRIA GROUP INC$60,0200.04%1,000CommonSOLE
18915M107NETCLOUDFLARE INC$56,3450.04%500CommonSOLE
375558103GILDGILEAD SCIENCES INC$56,0250.04%500CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$55,1000.04%1,000CommonSOLE
780910105RVTROYCE SMALL CAP TRUST INC$53,1580.04%3,733CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$52,8750.04%13,420CommonSOLE
624758108MWAMUELLER WTR PRODS INC$50,8400.04%2,000CommonSOLE
80105N105SNYSANOFI$49,9140.04%900CommonSOLE
78409V104SPGIS&P GLOBAL INC$48,2700.04%95CommonSOLE
690370101BBBYBEYOND INC$48,1400.04%8,300CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$47,7790.04%280CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$47,6860.04%87CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$47,3520.04%2,400CommonSOLE
464285204IAUISHARES GOLD TR$46,2250.03%784CommonSOLE
00724F101ADBEADOBE INC$46,0240.03%120CommonSOLE
871607107SNPSSYNOPSYS INC$45,0290.03%105CommonSOLE
G5960L103MDTMEDTRONIC PLC$44,9300.03%500CommonSOLE
N07059210ASMLASML HOLDING N V$43,7340.03%66CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$42,0690.03%385CommonSOLE
11135F101AVGOBROADCOM INC$41,8580.03%250CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$41,7980.03%84CommonSOLE
22822V101CCICROWN CASTLE INC$41,6920.03%400CommonSOLE
172908105CTASCINTAS CORP$41,1060.03%200CommonSOLE
668771108GENGEN DIGITAL INC$39,8100.03%1,500CommonSOLE
344849104WOOFOOT LOCKER INC$39,4800.03%2,800CommonSOLE
G8473T100STESTERIS PLC$38,0770.03%168CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$37,8870.03%520CommonSOLE
26875P101EOGEOG RES INC$37,8310.03%295CommonSOLE
370334104GISGENERAL MLS INC$37,0700.03%620CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$36,8470.03%335CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$36,2400.03%500CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$35,6840.03%1,998CommonSOLE
90364P105PATHUIPATH INC$33,6810.02%3,270CommonSOLE
79466L302CRMSALESFORCE INC$33,5450.02%125CommonSOLE
088606108BHPBHP GROUP LTD$33,4440.02%689CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$33,4400.02%475CommonSOLE
701094104PHPARKER-HANNIFIN CORP$33,4320.02%55CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$31,5130.02%65CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$31,3600.02%165CommonSOLE
87612E106TGTTARGET CORP$31,3080.02%300CommonSOLE
816851109SRESEMPRA$30,6850.02%430CommonSOLE
75134P600METCRAMACO RES INC$30,4510.02%3,700CommonSOLE
969457100WMBWILLIAMS COS INC$30,1790.02%505CommonSOLE
29444U700EQIXEQUINIX INC$28,5370.02%35CommonSOLE
98978V103ZTSZOETIS INC$27,1670.02%165CommonSOLE
22275C105PODCPODCASTONE INC$26,9260.02%16,724CommonSOLE
931142103WMTWALMART INC$26,3370.02%300CommonSOLE
369604301GEGE AEROSPACE$25,0190.02%125CommonSOLE
82509L107SHOPSHOPIFY INC$23,8700.02%250CommonSOLE
747525103QCOMQUALCOMM INC$23,0420.02%150CommonSOLE
L0175J104ASPSALTISOURCE PORTFOLIO SOLNS S$22,4730.02%33,000CommonSOLE
520776105DSGRDISTRIBUTION SOLUTIONS GRP I$22,4000.02%800CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$22,2710.02%180CommonSOLE
63008G203NNDMNANO DIMENSION LTD$22,2600.02%14,000CommonSOLE
29364G103ETRENTERGY CORP NEW$22,2270.02%260CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$21,1300.02%500CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$21,1000.02%250CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$20,6350.02%35CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$20,2380.02%410CommonSOLE
87151X101SYMSYMBOTIC INC$20,2100.01%1,000CommonSOLE
046353108AZNNASTRAZENECA PLC$18,3750.01%250CommonSOLE
670100205NVONOVO-NORDISK A S$16,6660.01%240CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$16,1420.01%200CommonSOLE
902973304USBUS BANCORP DEL$14,1440.01%335CommonSOLE
59156R108METMETLIFE INC$13,6490.01%170CommonSOLE
89151E109TTENTOTALENERGIES SE$13,5200.01%209CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$13,4010.01%30CommonSOLE
25746U109DDOMINION ENERGY INC$13,1760.01%235CommonSOLE
922908512VOEVANGUARD INDEX FDS$12,5220.01%78CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$12,3930.01%1,155CommonSOLE
74340W103PLDPROLOGIS INC.$11,9620.01%107CommonSOLE
811292200SCYXSCYNEXIS INC$11,4250.01%12,000CommonSOLE
464287473IWSISHARES TR$11,3370.01%90CommonSOLE
65473P105NINISOURCE INC$11,2250.01%280CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$11,1510.01%100CommonSOLE
337932107FEFIRSTENERGY CORP$10,9130.01%270CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$10,0820.01%50CommonSOLE
36828A101GEVGE VERNOVA INC$9,4640.01%31CommonSOLE
842587107SOSOUTHERN CO$9,1950.01%100CommonSOLE
784730103SSRMSSR MINING IN$9,0220.01%900CommonSOLE
30040W108ESEVERSOURCE ENERGY$8,6950.01%140CommonSOLE
91529Y106UNMUNUM GROUP$8,1460.01%100CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7,8010.01%25CommonSOLE
37733W204GSKGSK PLC$7,7480.01%200CommonSOLE
942622200WSOWATSCO INC$7,6250.01%15CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7,4290.01%15CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$7,3760.01%50CommonSOLE
92556V106VTRSVIATRIS INC$6,8030.01%781CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$6,5180.00%240CommonSOLE
74640Y106PRPLPURPLE INNOVATION INC$4,8980.00%6,451CommonSOLE
372460105GPCGENUINE PARTS CO$4,7660.00%40CommonSOLE
963320106WHRWHIRLPOOL CORP$4,0560.00%45CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3,6500.00%25CommonSOLE
72703X106PLPLANET LABS PBC$3,3800.00%1,000CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2,7100.00%29CommonSOLE
09060U606BCDABIOCARDIA INC$2,6310.00%1,036CommonSOLE
464287804IJRISHARES TR$2,4050.00%23CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$1,5000.00%200CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$9610.00%109CommonSOLE
879382208TELFYTELEFONICA S A$9320.00%200CommonSOLE
75134P501METCBRAMACO RES INC$7470.00%105CommonSOLE

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.