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Valtrion Capital Management, LLC

Q1 2026 · 13F-HR

Valtrion Capital Management, LLCholdings as filed

Filed 2026-05-15 · accession 0002072223-26-000002

$106.1M
Reported value
93
Positions
2026-03-31
Period end
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The Brief · Valtrion Capital Management, LLC · Q1 2026

AI · grounded in 13F

Valtrion Capital Management, LLC closed its position in IWF, reducing its holdings by $688,652. The fund also exited its position in SALESFORCE INC, resulting in a $296,690 decrease. On the buy side, the manager increased its stake in NOBL by 66.554% and grew its position in REZ by 56.9986%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$26.5M25.0%44,374CommonSOLE
74348A467NOBLPROSHARES TR$12.0M11.3%113,355CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$9.0M8.49%122,276CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$2.4M2.25%21,795CommonSOLE
037833100AAPLAPPLE INC$2.0M1.84%7,690CommonSOLE
46432F834IXUSISHARES TR$1.7M1.56%19,100CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.5M1.46%9,664CommonSOLE
464287432TLTISHARES TR$1.5M1.42%17,368CommonSOLE
464288638IGIBISHARES TR$1.5M1.38%27,565CommonSOLE
464287440IEFISHARES TR$1.5M1.38%15,309CommonSOLE
464289511IGLBISHARES TR$1.4M1.36%29,134CommonSOLE
00214Q104ARKKARK ETF TR$1.3M1.23%19,312CommonSOLE
231021106CMICUMMINS INC$1.3M1.22%2,408CommonSOLE
594918104MSFTMICROSOFT CORP$1.2M1.15%3,296CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M1.14%3,105CommonSOLE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$1.2M1.14%19,315CommonSOLE
00162Q452AMLPALPS ETF TR$1.2M1.11%22,455CommonSOLE
464288687PFFISHARES TR$1.2M1.11%38,832CommonSOLE
464288513HYGISHARES TR$1.2M1.09%14,550CommonSOLE
464288562REZISHARES TR$1.1M1.05%13,370CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$1.1M1.02%12,211CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.1M0.99%6,030CommonSOLE
464287200IVVISHARES TR$1.0M0.97%1,578CommonSOLE
023135106AMZNAMAZON COM INC$1.0M0.95%4,833CommonSOLE
30303M102METAMETA PLATFORMS INC$890,6870.84%1,557CommonSOLE
001055102AFLAFLAC INC$876,7320.83%7,991CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$850,0740.80%2,914CommonSOLE
02079K305GOOGLALPHABET INC$799,0840.75%2,779CommonSOLE
191216100KOCOCA COLA CO$767,6480.72%10,094CommonSOLE
969904101WSMWILLIAMS SONOMA INC$760,5960.72%4,172CommonSOLE
02079K107GOOGALPHABET INC$748,7280.71%2,610CommonSOLE
464288240ACWXISHARES TR$730,1010.69%10,663CommonSOLE
88160R101TSLATESLA INC$725,8440.68%1,953CommonSOLE
94106L109WMWASTE MGMT INC DEL$712,9220.67%3,102CommonSOLE
291011104EMREMERSON ELEC CO$706,4770.67%5,392CommonSOLE
464288414MUBISHARES TR$705,8700.67%6,650CommonSOLE
369550108GDGENERAL DYNAMICS CORP$697,9710.66%2,034CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$686,9570.65%1,007CommonSOLE
81762P102NOWSERVICENOW INC$645,7010.61%6,176CommonSOLE
718172109PMPHILIP MORRIS INTL INC$635,4000.60%3,843CommonSOLE
92204A306VDEVANGUARD WORLD FD$609,0690.57%3,520CommonSOLE
464287655IWMISHARES TR$520,0560.49%2,097CommonSOLE
580135101MCDMCDONALDS CORP$509,5790.48%1,640CommonSOLE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$507,2810.48%6,673CommonSOLE
04621X108AIZASSURANT INC$472,6660.45%2,170CommonSOLE
254687106DISDISNEY WALT CO$470,7620.44%4,884CommonSOLE
00287Y109ABBVABBVIE INC$462,1890.44%2,125CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$429,5340.40%1,271CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$425,4640.40%1,635CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$416,0160.39%1,298CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$391,5870.37%5,444CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$384,8130.36%2,631CommonSOLE
92826C839VVISA INC$380,8220.36%1,260CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$379,6090.36%16,024CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$365,9380.35%934CommonSOLE
886364801SPUSTIDAL TRUST I$363,7520.34%7,553CommonSOLE
09260D107BXBLACKSTONE INC$355,1500.33%3,089CommonSOLE
713448108PEPPEPSICO INC$350,9430.33%2,260CommonSOLE
372460105GPCGENUINE PARTS CO$350,0330.33%3,310CommonSOLE
166764100CVXCHEVRON CORPORATION$349,6690.33%1,690CommonSOLE
907818108UNPUNION PAC CORP$347,0580.33%1,430CommonSOLE
808524581SGVTSCHWAB STRATEGIC TR$343,8580.32%3,414CommonSOLE
82509L107SHOPSHOPIFY INC$341,0330.32%2,875CommonSOLE
009066101ABNBAIRBNB INC$335,2730.32%2,655CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$328,5800.31%5,590CommonSOLE
375558103GILDGILEAD SCIENCES INC$328,3690.31%2,356CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$323,2500.30%1,589CommonSOLE
H1467J104CBCHUBB LTD SWITZ$321,0630.30%985CommonSOLE
46434V613IUSBISHARES TR$319,5110.30%6,917CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$319,0050.30%692CommonSOLE
595112103MUMICRON TECHNOLOGY INC$317,5700.30%940CommonSOLE
209115104EDCONSOLIDATED EDISON INC$315,6490.30%2,789CommonSOLE
11135F101AVGOBROADCOM INC$315,0930.30%1,018CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$309,9680.29%1,110CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$309,8500.29%513CommonSOLE
29273V100ETENERGY TRANSFER L P$303,8210.29%15,742CommonSOLE
92204A702VGTVANGUARD WORLD FD$302,8740.29%434CommonSOLE
833445109SNOWSNOWFLAKE INC$298,2030.28%1,977CommonSOLE
00724F101ADBEADOBE INC$297,7730.28%1,225CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$291,6370.27%3,422CommonSOLE
68389X105ORCLORACLE CORP$288,9240.27%1,964CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$281,4710.27%969CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$278,3530.26%329CommonSOLE
478160104JNJJOHNSON & JOHNSON$277,1050.26%1,134CommonSOLE
742718109PGPROCTER & GAMBLE CO$276,4080.26%1,914CommonSOLE
553368101MPMP MATERIALS CORP$261,7140.25%5,423CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$261,5830.25%2,278CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$238,7700.23%6,310CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$231,3740.22%784CommonSOLE
92189F411BIZDVANECK ETF TRUST$228,7330.22%17,870CommonSOLE
855244109SBUXSTARBUCKS CORP$215,6540.20%2,407CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$208,8640.20%1,028CommonSOLE
464287598IWDISHARES TR$205,9780.19%964CommonSOLE

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.