MondegarAI
MAINSAIL ASSET MANAGEMENT, LLC

Q1 2025 · 13F-HR

MAINSAIL ASSET MANAGEMENT, LLCholdings as filed

Filed 2025-05-12 · accession 0002016972-25-000004

$146.1M
Reported value
64
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908744VTVVANGUARD INDEX FDS$34.2M23.4%197,905CommonNONE
922908736VUGVANGUARD INDEX FDS$33.5M22.9%90,406CommonNONE
172908105CTASCINTAS CORP$22.2M15.2%107,844CommonNONE
922908611VBRVANGUARD INDEX FDS$5.1M3.51%27,560CommonNONE
037833100AAPLAPPLE INC$4.6M3.13%20,570CommonNONE
922908595VBKVANGUARD INDEX FDS$4.3M2.94%17,050CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.7M2.53%19,025CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.2M2.17%24,544CommonNONE
922908769VTIVANGUARD INDEX FDS$3.1M2.10%11,157CommonNONE
92204A702VGTVANGUARD WORLD FD$2.7M1.84%4,970CommonNONE
092528504CLOABLACKROCK ETF TRUST II$2.4M1.67%47,025CommonNONE
023135106AMZNAMAZON COM INC$1.8M1.25%9,608CommonNONE
594918104MSFTMICROSOFT CORP$1.8M1.24%4,829CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.81%1,270CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.78%13,425CommonNONE
464289859AOAISHARES TR$983,7510.67%12,859CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$971,2170.66%19,481CommonNONE
88160R101TSLATESLA INC$967,9630.66%3,735CommonNONE
02079K107GOOGALPHABET INC$929,2980.64%5,948CommonNONE
67066G104NVDANVIDIA CORPORATION$926,9890.63%8,553CommonNONE
842587107SOSOUTHERN CO$842,7560.58%9,165CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$786,6210.54%1,477CommonNONE
00162Q452AMLPALPS ETF TR$786,1610.54%15,136CommonNONE
921937827BSVVANGUARD BD INDEX FDS$733,8170.50%9,374CommonNONE
921910840MGVVANGUARD WORLD FD$673,8330.46%5,230CommonNONE
92826C839VVISA INC$645,5470.44%1,842CommonNONE
92204A108VCRVANGUARD WORLD FD$630,8380.43%1,938CommonNONE
92204A405VFHVANGUARD WORLD FD$575,0090.39%4,813CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$524,2800.36%4,000CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$512,8640.35%358CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$506,9280.35%7,774CommonNONE
68389X105ORCLORACLE CORP$467,6640.32%3,345CommonNONE
46428Q109SLVISHARES SILVER TR$464,8500.32%15,000CommonNONE
92204A504VHTVANGUARD WORLD FD$452,9530.31%1,711CommonNONE
192108504CDECOEUR MNG INC$438,3170.30%74,040CommonNONE
92189F106GDXVANECK ETF TRUST$429,8200.29%9,350CommonNONE
30303M102METAMETA PLATFORMS INC$391,6130.27%679CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$386,9100.26%4,500CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$367,4590.25%1,498CommonNONE
92204A207VDCVANGUARD WORLD FD$348,1430.24%1,591CommonNONE
478160104JNJJOHNSON & JOHNSON$345,6110.24%2,084CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$319,2760.22%3,440CommonNONE
337738108FISVFISERV INC$315,3450.22%1,428CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$309,0130.21%590CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$280,6530.19%2,301CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$278,4530.19%5,478CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$269,3370.18%3,090CommonNONE
46435U168IBHEISHARES TR$256,8870.18%11,054CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$250,8820.17%4,966CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$245,9040.17%3,337CommonNONE
464287507IJHISHARES TR$233,4000.16%4,000CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$230,6180.16%3,480CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$223,9870.15%462CommonNONE
921937835BNDVANGUARD BD INDEX FDS$222,5540.15%3,030CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$216,5250.15%47CommonNONE
311900104FASTFASTENAL CO$214,3480.15%2,764CommonNONE
219948106CPAYCORPAY INC$213,4170.15%612CommonNONE
46434V860TFLOISHARES TR$208,6900.14%4,119CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$208,6730.14%9,603CommonNONE
682680103OKEONEOK INC NEW$202,7060.14%2,043CommonNONE
78464A409SPYGSPDR SER TR$202,2110.14%2,516CommonNONE
051774107AURAURORA INNOVATION INC$134,6350.09%20,020CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$86,9340.06%14,417CommonNONE
142922103LONGEVITY HEALTH HLDGS INC$7,7750.01%62,150CommonNONE

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.