MondegarAI
MAINSAIL ASSET MANAGEMENT, LLC

Q2 2024 · 13F-HR

MAINSAIL ASSET MANAGEMENT, LLCholdings as filed

Filed 2024-08-08 · accession 0002016972-24-000003

$126.2M
Reported value
55
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908736VUGVANGUARD INDEX FDS$31.1M24.7%83,272CommonNONE
922908744VTVVANGUARD INDEX FDS$28.7M22.7%178,891CommonNONE
172908105CTASCINTAS CORP$18.6M14.7%26,528CommonNONE
922908611VBRVANGUARD INDEX FDS$4.7M3.74%25,848CommonNONE
037833100AAPLAPPLE INC$4.2M3.35%20,043CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.6M2.82%19,471CommonNONE
922908595VBKVANGUARD INDEX FDS$3.4M2.69%13,554CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.0M2.40%25,505CommonNONE
92204A702VGTVANGUARD WORLD FD$2.9M2.30%5,034CommonNONE
922908769VTIVANGUARD INDEX FDS$2.9M2.28%10,746CommonNONE
594918104MSFTMICROSOFT CORP$2.5M1.97%5,557CommonNONE
023135106AMZNAMAZON COM INC$1.6M1.23%8,033CommonNONE
02079K107GOOGALPHABET INC$1.1M0.85%5,824CommonNONE
64110L106NFLXNETFLIX INC$846,9740.67%1,255CommonNONE
464289859AOAISHARES TR$834,8350.66%11,164CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$821,1210.65%16,582CommonNONE
67066G104NVDANVIDIA CORPORATION$789,7210.63%6,392CommonNONE
00162Q452AMLPALPS ETF TR$726,2230.58%15,136CommonNONE
88160R101TSLATESLA INC$664,8770.53%3,360CommonNONE
921910840MGVVANGUARD WORLD FD$663,4820.53%5,599CommonNONE
92204A108VCRVANGUARD WORLD FD$636,5290.50%2,038CommonNONE
205887102CAGCONAGRA BRANDS INC$610,8030.48%21,492CommonNONE
842587107SOSOUTHERN CO$591,9750.47%7,632CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$554,8750.44%1,364CommonNONE
921937827BSVVANGUARD BD INDEX FDS$536,5170.43%6,995CommonNONE
46434V860TFLOISHARES TR$526,0140.42%10,383CommonNONE
92189F106GDXVANECK ETF TRUST$508,9500.40%15,000CommonNONE
92204A405VFHVANGUARD WORLD FD$503,1950.40%5,038CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$487,4800.39%4,000CommonNONE
92204A504VHTVANGUARD WORLD FD$481,7260.38%1,811CommonNONE
68389X105ORCLORACLE CORP$465,9600.37%3,300CommonNONE
92826C839VVISA INC$465,8840.37%1,775CommonNONE
46428Q109SLVISHARES SILVER TR$398,5500.32%15,000CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$397,3950.31%4,500CommonNONE
192108504CDECOEUR MNG INC$379,3500.30%67,500CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$378,0690.30%358CommonNONE
92204A207VDCVANGUARD WORLD FD$343,3240.27%1,691CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$321,9440.26%12,710CommonNONE
513272104LWLAMB WESTON HLDGS INC$301,1330.24%3,582CommonNONE
166764100CVXCHEVRON CORP NEW$293,4440.23%1,876CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$281,9500.22%1,394CommonNONE
478160104JNJJOHNSON & JOHNSON$280,7730.22%1,921CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$280,0930.22%550CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$265,6770.21%5,376CommonNONE
46435U168IBHEISHARES TR$265,0830.21%11,389CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$258,6340.20%3,384CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$250,8820.20%4,966CommonNONE
464287507IJHISHARES TR$234,0800.19%4,000CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$231,1200.18%3,373CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$227,5220.18%2,270CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$210,8880.17%450CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$210,2200.17%10,490CommonNONE
921937835BNDVANGUARD BD INDEX FDS$205,9910.16%2,859CommonNONE
78464A409SPYGSPDR SER TR$201,6070.16%2,516CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$60,3100.05%13,993CommonNONE

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.