MondegarAI
Valtrion Capital Management, LLC

Q3 2025 · 13F-HR/A

Valtrion Capital Management, LLCholdings as filed

Filed 2025-11-14 · accession 0002072223-25-000004

$93.0M
Reported value
89
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$22.3M24.0%36,420CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$6.7M7.21%90,173CommonSOLE
74348A467NOBLPROSHARES TR$6.1M6.59%59,444CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$3.1M3.35%25,831CommonSOLE
037833100AAPLAPPLE INC$2.0M2.19%8,010CommonSOLE
00214Q104ARKKARK ETF TR$1.9M2.05%22,109CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.8M1.98%9,054CommonSOLE
46432F834IXUSISHARES TR$1.6M1.75%19,734CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.5M1.66%8,278CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.5M1.59%19,465CommonSOLE
594918104MSFTMICROSOFT CORP$1.4M1.49%2,677CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.4M1.48%2,803CommonSOLE
464287200IVVISHARES TR$1.2M1.24%1,721CommonSOLE
464288638IGIBISHARES TR$1.1M1.21%20,777CommonSOLE
464287432TLTISHARES TR$1.1M1.20%12,467CommonSOLE
464289511IGLBISHARES TR$1.1M1.17%21,157CommonSOLE
464287440IEFISHARES TR$1.1M1.17%11,274CommonSOLE
30303M102METAMETA PLATFORMS INC$1.1M1.15%1,453CommonSOLE
464288240ACWXISHARES TR$1.1M1.13%16,201CommonSOLE
023135106AMZNAMAZON COM INC$1.0M1.08%4,568CommonSOLE
00287Y109ABBVABBVIE INC$954,7421.03%4,123CommonSOLE
45674M101INFA1EURINFORMATICA INC$931,5001.00%37,500CommonSOLE
001055102AFLAFLAC INC$901,6830.97%8,072CommonSOLE
969904101WSMWILLIAMS SONOMA INC$807,9400.87%4,134CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$791,5300.85%2,835CommonSOLE
231021106CMICUMMINS INC$765,9980.82%1,814CommonSOLE
92826C839VVISA INC$738,1300.79%2,162CommonSOLE
464288414MUBISHARES TR$731,8110.79%6,872CommonSOLE
88160R101TSLATESLA INC$724,0040.78%1,628CommonSOLE
464288513HYGISHARES TR$722,1050.78%8,894CommonSOLE
464288687PFFISHARES TR$718,9780.77%22,738CommonSOLE
02079K305GOOGLALPHABET INC$713,8290.77%2,936CommonSOLE
291011104EMREMERSON ELEC CO$683,7630.74%5,212CommonSOLE
00162Q452AMLPALPS ETF TR$683,3730.73%14,562CommonSOLE
81762P102NOWSERVICENOW INC$682,8480.73%742CommonSOLE
464287614IWFISHARES TR$681,5370.73%1,455CommonSOLE
94106L109WMWASTE MGMT INC DEL$680,5750.73%3,082CommonSOLE
369550108GDGENERAL DYNAMICS CORP$676,1980.73%1,983CommonSOLE
02079K107GOOGALPHABET INC$671,9540.72%2,759CommonSOLE
166764100CVXCHEVRON CORP NEW$651,3160.70%4,194CommonSOLE
464288562REZISHARES TR$644,4400.69%7,584CommonSOLE
718172109PMPHILIP MORRIS INTL INC$643,0690.69%3,965CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$639,8720.69%7,144CommonSOLE
92189F411BIZDVANECK ETF TRUST$637,7290.69%42,686CommonSOLE
191216100KOCOCA COLA CO$635,4930.68%9,582CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$594,4940.64%976CommonSOLE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$559,6840.60%7,608CommonSOLE
92204A306VDEVANGUARD WORLD FD$528,3730.57%4,198CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$520,5860.56%1,503CommonSOLE
464287655IWMISHARES TR$507,3900.55%2,097CommonSOLE
580135101MCDMCDONALDS CORP$493,7630.53%1,625CommonSOLE
04621X108AIZASSURANT INC$466,1750.50%2,152CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$456,5730.49%4,133CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$452,2140.49%568CommonSOLE
771049103RBLXROBLOX CORP$444,0950.48%3,206CommonSOLE
79466L302CRMSALESFORCE INC$432,6910.47%1,826CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$432,6780.47%1,659CommonSOLE
372460105GPCGENUINE PARTS CO$418,5720.45%3,020CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$373,4010.40%14,323CommonSOLE
713448108PEPPEPSICO INC$330,3680.36%2,352CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$325,9310.35%1,167CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$319,7740.34%3,264CommonSOLE
742718109PGPROCTER AND GAMBLE CO$317,4320.34%2,066CommonSOLE
907818108UNPUNION PAC CORP$317,0890.34%1,341CommonSOLE
92204A702VGTVANGUARD WORLD FD$316,9470.34%425CommonSOLE
H1467J104CBCHUBB LIMITED$304,9680.33%1,080CommonSOLE
209115104EDCONSOLIDATED EDISON INC$304,1440.33%3,026CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$297,6450.32%1,014CommonSOLE
78464A409SPYGSPDR SERIES TRUST$295,6590.32%2,829CommonSOLE
46434V613IUSBISHARES TR$286,4350.31%6,132CommonSOLE
18915M107NETCLOUDFLARE INC$283,2590.30%1,320CommonSOLE
78464A508SPYVSPDR SERIES TRUST$277,7570.30%5,020CommonSOLE
478160104JNJJOHNSON & JOHNSON$275,6610.30%1,487CommonSOLE
617446448MSMORGAN STANLEY$268,8010.29%1,691CommonSOLE
254687106DISDISNEY WALT CO$266,3260.29%2,326CommonSOLE
487836108KKELLANOVA$263,9400.28%3,218CommonSOLE
29273V100ETENERGY TRANSFER L P$259,5450.28%15,125CommonSOLE
64110L106NFLXNETFLIX INC$254,1710.27%212CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$251,6690.27%504CommonSOLE
009158106APDAIR PRODS & CHEMS INC$244,0940.26%895CommonSOLE
82509L107SHOPSHOPIFY INC$243,1260.26%1,636CommonSOLE
370334104GISGENERAL MLS INC$242,0820.26%4,801CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$237,4150.26%2,970CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$237,0420.25%784CommonSOLE
256163106DOCUDOCUSIGN INC$235,0850.25%3,261CommonSOLE
855244109SBUXSTARBUCKS CORP$216,5320.23%2,559CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$211,1020.23%371CommonSOLE
46435G425ESGUISHARES TR$200,7750.22%1,379CommonSOLE
90364P105PATHUIPATH INC$191,6280.21%14,322CommonSOLE

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.