MondegarAI
HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Q3 2025 · 13F-HR

HAGER INVESTMENT MANAGEMENT SERVICES, LLCholdings as filed

Filed 2025-11-12 · accession 0002026645-25-000008

$185.0M
Reported value
291
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · HAGER INVESTMENT MANAGEMENT SERVICES, LLC · Q3 2025

AI · grounded in 13F

HAGER INVESTMENT MANAGEMENT SERVICES, LLC established a new position in AVGO valued at $10.4M. The fund also initiated new stakes in NVDA for $9.5M and AAPL for $9.2M. Additional new positions include MSFT at $8.1M, GOOGL at $6.9M, and PLTR at $6.6M. The fund ended the period with 291 positions and total AUM of $185M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC COM$10.4M5.64%31,604CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$9.5M5.12%50,745CommonSOLE
037833100AAPLAPPLE INC COM$9.2M4.97%36,123CommonSOLE
594918104MSFTMICROSOFT CORP COM$8.1M4.40%15,719CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$6.9M3.71%28,218CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$6.6M3.59%36,382CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$4.6M2.48%6,242CommonSOLE
64110L106NFLXNETFLIX INC COM$4.5M2.42%3,728CommonSOLE
023135106AMZNAMAZON COM INC COM$4.3M2.30%19,358CommonSOLE
532457108LLYELI LILLY & CO COM$4.2M2.27%5,494CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$4.0M2.16%12,673CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$3.8M2.08%4,154CommonSOLE
931142103WMTWALMART INC COM$3.8M2.03%36,425CommonSOLE
863667101SYKSTRYKER CORPORATION COM$3.7M1.98%9,889CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$3.6M1.95%12,888CommonSOLE
219350105GLWCORNING INC COM$3.6M1.93%43,608CommonSOLE
68389X105ORCLORACLE CORP COM$3.5M1.89%12,407CommonSOLE
17275R102CSCOCISCO SYS INC COM$3.1M1.67%45,235CommonSOLE
872280102CGBDCARLYLE SECURED LENDING INC COM$3.0M1.60%236,458CommonSOLE
437076102HDHOME DEPOT INC COM$2.9M1.57%7,148CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP COM$2.9M1.55%8,740CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$2.8M1.54%29,751CommonSOLE
29084Q100EMEEMCOR GROUP INC COM$2.8M1.53%4,356CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$2.7M1.46%21,787CommonSOLE
29977A105EVREVERCORE INC CLASS A$2.6M1.40%7,696CommonSOLE
149123101CATCATERPILLAR INC COM$2.5M1.33%5,164CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC COM STK$2.4M1.31%169,531CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$2.4M1.28%14,660CommonSOLE
13321L108CCJCAMECO CORP COM$2.3M1.24%27,438CommonSOLE
74762E102QUREQUANTA SVCS INC COM$2.2M1.19%5,293CommonSOLE
053332102AZOAUTOZONE INC COM$2.2M1.19%511CommonSOLE
889478103TOLTOLL BROTHERS INC COM$2.1M1.13%15,131CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC COM$2.1M1.13%24,860CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC COM$2.1M1.13%49,369CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC COM$2.1M1.12%5,272CommonSOLE
92826C839VVISA INC COM CL A$2.1M1.11%6,008CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.7M0.93%7,329CommonSOLE
00287Y109ABBVABBVIE INC COM$1.6M0.85%6,809CommonSOLE
548661107LOWLOWES COS INC COM$1.5M0.82%6,022CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1.4M0.74%4,121CommonSOLE
88160R101TSLATESLA INC COM$1.3M0.70%2,916CommonSOLE
58933Y105MRKMERCK & CO INC COM$1.2M0.66%14,640CommonSOLE
75513E101RTXRTX CORPORATION COM$1.2M0.66%7,246CommonSOLE
36828A101GEVGE VERNOVA INC COM$1.2M0.65%1,941CommonSOLE
174610105CFGCITIZENS FINL GROUP INC COM$1.1M0.61%21,324CommonSOLE
756109104OREALTY INCOME CORP COM$1.1M0.60%18,328CommonSOLE
58155Q103MCKMCKESSON CORP COM$1.0M0.56%1,332CommonSOLE
501044101KRKROGER CO COM$964,5700.52%14,309CommonSOLE
060505104BACBANK AMERICA CORP COM$907,6740.49%17,594CommonSOLE
45168D104IDXXIDEXX LABS INC COM$882,3070.48%1,381CommonSOLE
031162100AMGNAMGEN INC COM$882,1570.48%3,126CommonSOLE
670346105NUENUCOR CORP COM$876,3680.47%6,471CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC CL B$831,3460.45%21,197CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$812,2150.44%1,627CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP INC COM NEW$793,1110.43%13,532CommonSOLE
166764100CVXCHEVRON CORP NEW COM$773,3440.42%4,980CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$730,8940.40%3,001CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$704,9090.38%2,148CommonSOLE
773903109ROKROCKWELL AUTOMATION INC COM$670,3990.36%1,918CommonSOLE
651639106NEMNEWMONT CORP COM$661,0750.36%7,841CommonSOLE
253393102DKSDICKS SPORTING GOODS INC COM$638,4380.35%2,873CommonSOLE
67079K100SMRNUSCALE PWR CORP CL A COM$600,8040.32%16,689CommonSOLE
744320102PRUPRUDENTIAL FINL INC COM$558,0300.30%5,379CommonSOLE
92203C303VUSBVANGUARD ULTRA-SHORT BOND ETF$522,5980.28%10,453CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$492,8810.27%2,453CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$473,0170.26%1,121CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$462,9520.25%4,106CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$425,7850.23%909CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$422,3020.23%840CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$386,3710.21%2,009CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$380,2960.21%2,051CommonSOLE
94106L109WMWASTE MGMT INC DEL COM$378,2820.20%1,713CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC COM$352,7980.19%1,851CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$351,7430.19%528CommonSOLE
907818108UNPUNION PAC CORP COM$349,3550.19%1,478CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$340,4830.18%556CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC COM$338,9560.18%3,021CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$317,6890.17%2,555CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION COM$310,0820.17%5,194CommonSOLE
237194105DRIDARDEN RESTAURANTS INC COM$309,7160.17%1,627CommonSOLE
002824100ABTABBOTT LABS COM$285,4260.15%2,131CommonSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$274,2510.15%3,742CommonSOLE
16679L109CHWYCHEWY INC CL A$270,4890.15%6,687CommonSOLE
29444U700EQIXEQUINIX INC COM$260,8190.14%333CommonSOLE
46138G706TANINVESCO SOLAR ETF$257,2960.14%5,897CommonSOLE
30034W106EVRGEVERGY INC COM$251,6260.14%3,310CommonSOLE
92939U106WECWEC ENERGY GROUP INC COM$248,6600.13%2,170CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$241,9490.13%403CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$240,3000.13%7,648CommonSOLE
59156R108METMETLIFE INC COM$235,3310.13%2,857CommonSOLE
872540109TJXTJX COS INC NEW COM$204,5240.11%1,415CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$203,1440.11%2,691CommonSOLE
842587107SOSOUTHERN CO COM$197,9750.11%2,089CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$197,5940.11%1,286CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$197,0980.11%578CommonSOLE
892356106TSCOTRACTOR SUPPLY CO COM$191,3680.10%3,365CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$183,1500.10%1,480CommonSOLE
55261F104MTBM & T BK CORP COM$182,4030.10%923CommonSOLE
375558103GILDGILEAD SCIENCES INC COM$177,1560.10%1,596CommonSOLE
172967424CCITIGROUP INC COM NEW$163,7200.09%1,613CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$153,5790.08%270CommonSOLE
066849100BHBBAR HBR BANKSHARES COM$150,0160.08%4,925CommonSOLE
974637100WGOWINNEBAGO INDS INC COM$149,0420.08%4,457CommonSOLE
580135101MCDMCDONALDS CORP COM$148,9720.08%490CommonSOLE
075887109BDXBECTON DICKINSON & CO COM$141,6880.08%757CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC COM$139,6100.08%500CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$132,9900.07%167CommonSOLE
191216100KOCOCA COLA CO COM$121,2100.07%1,828CommonSOLE
747525103QCOMQUALCOMM INC COM$116,4520.06%700CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$114,6400.06%332CommonSOLE
244199105DEDEERE & CO COM$110,2000.06%241CommonSOLE
231561101CWCURTISS WRIGHT CORP COM$109,1310.06%201CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$107,7450.06%760CommonSOLE
617446448MSMORGAN STANLEY COM NEW$106,6620.06%671CommonSOLE
98978V103ZTSZOETIS INC CL A$104,0340.06%711CommonSOLE
336433107FSLRFIRST SOLAR INC COM$102,9880.06%467CommonSOLE
718546104PSXPHILLIPS 66 COM$95,3500.05%701CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP INC COM$93,7260.05%1,123CommonSOLE
254687106DISDISNEY WALT CO COM$92,4140.05%807CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION COM$91,9700.05%7,202CommonSOLE
37954Y855LITGLOBAL X LITHIUM & BATTERY TECH ETF$87,8900.05%1,546CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC COM$86,8060.05%2,215CommonSOLE
278865100ECLECOLAB INC COM$84,6230.05%309CommonSOLE
858119100STLDSTEEL DYNAMICS INC COM$82,5430.04%592CommonSOLE
012653101ALBALBEMARLE CORP COM$80,9180.04%998CommonSOLE
98389B100XELXCEL ENERGY INC COM$80,6500.04%1,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$80,4160.04%285CommonSOLE
713448108PEPPEPSICO INC COM$80,3320.04%572CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$79,8200.04%164CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$73,6450.04%550CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$68,9730.04%235CommonSOLE
H2906T109GRMNGARMIN LTD SHS$68,4490.04%278CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$66,2610.04%99CommonSOLE
857477103STTSTATE STR CORP COM$66,1260.04%570CommonSOLE
231021106CMICUMMINS INC COM$64,6230.03%153CommonSOLE
00206R102TAT&T INC COM$61,2530.03%2,169CommonSOLE
745867101PHMPULTE GROUP INC COM$55,4950.03%420CommonSOLE
92537N108VRTVERTIV HOLDINGS CO COM CL A$54,9130.03%364CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC COM$54,1900.03%1,233CommonSOLE
438516106HONHONEYWELL INTL INC COM$52,6250.03%250CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$50,7960.03%67CommonSOLE
855244109SBUXSTARBUCKS CORP COM$49,9140.03%590CommonSOLE
369604301GEGE AEROSPACE COM NEW$49,3340.03%164CommonSOLE
29250N105ENBENBRIDGE INC COM$48,6940.03%965CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY COM$47,6740.03%640CommonSOLE
78468R796SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF$43,3320.02%790CommonSOLE
33736G106FANFIRST TRUST GLOBAL WIND ENERGY ETF$41,4940.02%2,160CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$41,3750.02%171CommonSOLE
88579Y101MMM3M CO COM$40,0360.02%258CommonSOLE
464288760ITAISHARES U.S. AEROSPACE & DEFENSE ETF$38,9220.02%186CommonSOLE
452308109ITWILLINOIS TOOL WKS INC COM$38,3320.02%147CommonSOLE
879369106TFXTELEFLEX INCORPORATED COM$37,9320.02%310CommonSOLE
464287556IBBISHARES BIOTECHNOLOGY ETF$37,5360.02%260CommonSOLE
G29183103ETNEATON CORP PLC SHS$35,5540.02%95CommonSOLE
84863T106SPOKSPOK HLDGS INC COM$34,4660.02%1,998CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD COM$33,7120.02%200CommonSOLE
688239201OSKOSHKOSH CORP COM$33,3330.02%257CommonSOLE
09260D107BXBLACKSTONE INC COM$33,3160.02%195CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$32,7260.02%120CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR FUND$32,6980.02%366CommonSOLE
22052L104CTVACORTEVA INC COM$32,3270.02%478CommonSOLE
464287663IUSVISHARES CORE S&P US VALUE ETF$32,1840.02%322CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP 7.25CNV PFD L$32,0000.02%25CommonSOLE
194162103CLCOLGATE PALMOLIVE CO COM$31,9760.02%400CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO COM$31,9010.02%534CommonSOLE
46137V233XLGINVESCO S&P 500 TOP 50 ETF$31,6360.02%550CommonSOLE
717081103PFEPFIZER INC COM$30,0920.02%1,181CommonSOLE
30161N101EXCEXELON CORP COM$29,4820.02%655CommonSOLE
670100205NVONOVO-NORDISK A S ADR$29,4100.02%530CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM NEW$29,0700.02%65CommonSOLE
743315103PGRPROGRESSIVE CORP COM$28,3990.02%115CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW SPONSORED ADR$27,1900.01%2,344CommonSOLE
345370860FFORD MTR CO COM$26,7310.01%2,235CommonSOLE
26614N102DDDUPONT DE NEMOURS INC COM$26,7200.01%343CommonSOLE
95040Q104WELLWELLTOWER INC COM$25,2960.01%142CommonSOLE
902973304USBUS BANCORP DEL COM NEW$24,4070.01%505CommonSOLE
45784P101PODDINSULET CORP COM$24,3900.01%79CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$24,3630.01%390CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW COM$23,8410.01%680CommonSOLE
184496107CLHCLEAN HARBORS INC COM$21,3640.01%92CommonSOLE
91232N207USOUNITED STATES OIL FUND LP$19,8390.01%269CommonSOLE
427866108HSYHERSHEY CO COM$18,7050.01%100CommonSOLE
37045V100GMGENERAL MTRS CO COM$17,9860.01%295CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$17,7540.01%124CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC ORD$17,3600.01%500CommonSOLE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF$17,2440.01%165CommonSOLE
03076C106AMPAMERIPRISE FINL INC COM$17,1940.01%35CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$16,9760.01%35CommonSOLE
91879Q109MTNVAIL RESORTS INC COM$16,1540.01%108CommonSOLE
92189F106GDXVANECK GOLD MINERS ETF$16,0440.01%210CommonSOLE
25243Q205DEODIAGEO PLC SPON ADR NEW$15,2690.01%160CommonSOLE
084423102WRBBERKLEY W R CORP COM$15,2470.01%199CommonSOLE
458140100INTCINTEL CORP COM$15,0980.01%450CommonSOLE
82509L107SHOPSHOPIFY INC CL A SUB VTG SHS$14,8610.01%100CommonSOLE
78463X202FEZSPDR EURO STOXX 50 ETF$14,7850.01%238CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC COM$13,5320.01%47CommonSOLE
460146103IPINTERNATIONAL PAPER CO COM$13,4560.01%290CommonSOLE
37954Y624DRIVGLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF$13,4330.01%475CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$12,8540.01%285CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$12,7360.01%130CommonSOLE
228903100AORTARTIVION INC COM$12,7020.01%300CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW COM$12,5270.01%90CommonSOLE
465741106ITRIITRON INC COM$12,4560.01%100CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$12,1200.01%43CommonSOLE
871829107SYYSYSCO CORP COM$11,9390.01%145CommonSOLE
260557103DOWDOW INC COM$11,4190.01%498CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC COM$11,3690.01%2,178CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$11,3540.01%70CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC COM$11,2500.01%100CommonSOLE
126650100CVSCVS HEALTH CORP COM$11,2330.01%149CommonSOLE
66987V109NVSNOVARTIS AG SPONSORED ADR$11,0290.01%86CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V COM$10,9310.01%48CommonSOLE
140501107CSWCCAPITAL SOUTHWEST CORP COM$10,9300.01%500CommonSOLE
693718108PCARPACCAR INC COM$10,8150.01%110CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW COM$10,7770.01%433CommonSOLE
29362U104ENTGENTEGRIS INC COM$10,7250.01%116CommonSOLE
G4705A100ICLRICON PLC SHS$10,5000.01%60CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A SHS$10,4700.01%15CommonSOLE
376549101LANDGLADSTONE LD CORP COM$10,3870.01%1,134CommonSOLE
316773100FITBFIFTH THIRD BANCORP COM$9,8010.01%220CommonSOLE
H11356104BGBUNGE GLOBAL SA COM SHS$9,7500.01%120CommonSOLE
058498106BALLBALL CORP COM$9,5290.01%189CommonSOLE
75734B100RDDTREDDIT INC CL A$9,2000.00%40CommonSOLE
436440101HO1HOLOGIC INC COM$9,1110.00%135CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$8,7710.00%105CommonSOLE
29082K105EMBCEMBECTA CORP COMMON STOCK$8,5370.00%605CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC COM$8,0200.00%208CommonSOLE
44980X109IPGPIPG PHOTONICS CORP COM$7,9190.00%100CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC COM CL A$7,3650.00%435CommonSOLE
81762P102NOWSERVICENOW INC COM$7,3620.00%8CommonSOLE
37954Y632AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF$7,3100.00%148CommonSOLE
008073108AVAVAEROVIRONMENT INC COM$7,2420.00%23CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW$7,2180.00%79CommonSOLE
31428X106FDXFEDEX CORP COM$7,0740.00%30CommonSOLE
690742101OCOWENS CORNING NEW COM$7,0730.00%50CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$7,0060.00%38CommonSOLE
09290D101BLKBLACKROCK INC COM$6,9950.00%6CommonSOLE
654106103NKENIKE INC CL B$6,6940.00%96CommonSOLE
172908105CTASCINTAS CORP COM$6,5680.00%32CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS$5,7880.00%235CommonSOLE
78464A201SLYGSPDR S&P 600 SMALL CAP GROWTH ETF$5,7530.00%61CommonSOLE
78463V107GLDSPDR GOLD SHARES$5,6880.00%16CommonSOLE
482480100KLACKLA CORP COM NEW$5,3930.00%5CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC COM$5,1980.00%54CommonSOLE
097023105BABOEING CO COM$5,1800.00%24CommonSOLE
285512109EAELECTRONIC ARTS INC COM$5,0430.00%25CommonSOLE
92840M102VSTVISTRA CORP COM$4,8980.00%25CommonSOLE
46137V134PBWINVESCO WILDERHILL CLEAN ENERGY ETF$4,8230.00%167CommonSOLE
56585A102MPCMARATHON PETE CORP COM$4,8190.00%25CommonSOLE
103304101BYDBOYD GAMING CORP COM$4,7550.00%55CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM SER A$4,5110.00%231CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$4,3560.00%58CommonSOLE
46434G822EWJISHARES MSCI JAPAN ETF$3,5290.00%44CommonSOLE
74347X831TQQQPROSHARES ULTRAPRO QQQ$3,3410.00%32CommonSOLE
42704L104HRIHERC HLDGS INC COM$3,1500.00%27CommonSOLE
79466L302CRMSALESFORCE INC COM$3,0810.00%13CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP SHS NEW$2,9700.00%50CommonSOLE
852234103XYZBLOCK INC CL A$2,8910.00%40CommonSOLE
49456B101KMIKINDER MORGAN INC DEL COM$2,8310.00%100CommonSOLE
464285204IAUISHARES GOLD TRUST$2,7650.00%38CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED COM$2,4730.00%117CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$2,4240.00%27CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$2,2840.00%35CommonSOLE
98419M100XYLXYLEM INC COM$2,2130.00%15CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$2,0900.00%61CommonSOLE
806857108SLBSLB LIMITED COM STK$1,9930.00%58CommonSOLE
87612E106TGTTARGET CORP COM$1,7940.00%20CommonSOLE
163851108CCCHEMOURS CO COM$1,7900.00%113CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP COM CL B$1,7780.00%94CommonSOLE
947890109WBSWEBSTER FINL CORP COM$1,7240.00%29CommonSOLE
74340W103PLDPROLOGIS INC. COM$1,7180.00%15CommonSOLE
37954Y673PAVEGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF$1,6670.00%35CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC COM$1,5760.00%13CommonSOLE
754907103RYNRAYONIER INC COM$1,5130.00%57CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDING COM$1,2800.00%56CommonSOLE
00724F101ADBEADOBE INC COM$1,0580.00%3CommonSOLE
427096508HTGCHERCULES CAPITAL INC COM$9620.00%51CommonSOLE
302635206FSKFS KKR CAP CORP COM$8360.00%56CommonSOLE
292671708UUUUENERGY FUELS INC COM NEW$7680.00%50CommonSOLE
682680103OKEONEOK INC NEW COM$7300.00%10CommonSOLE
136635109CSIQCANADIAN SOLAR INC COM$6520.00%50CommonSOLE
379378201GNLGLOBAL NET LEASE INC COM NEW$6080.00%75CommonSOLE
72919P202PLUGPLUG POWER INC COM NEW$4660.00%200CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TRUST ETF$2530.00%5CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC COM CL A$2500.00%17CommonSOLE
11777Q209BTGB2GOLD CORP COM$2480.00%50CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TRUST ETF$2350.00%6CommonSOLE
406216101HALHALLIBURTON CO COM$2210.00%9CommonSOLE
46131B704IVRINVESCO MORTGAGE CAPITAL INC COM$1100.00%15CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC COM$1060.00%2CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC COM$120.00%2CommonSOLE

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.