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Ridgepath Capital Management LLC

Q3 2025 · 13F-HR

Ridgepath Capital Management LLCholdings as filed

Filed 2025-10-09 · accession 0002085853-25-000052

$234.3M
Reported value
48
Positions
2025-09-30
Period end
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The Brief · Ridgepath Capital Management LLC · Q3 2025

AI · grounded in 13F

Ridgepath Capital Management LLC established a new position in SGOV valued at $65.2M. The fund also initiated new stakes in SSO for $39.9M and UPRO for $23.2M. Additional new positions include JPST at $15.1M and IEI at $9.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$65.2M27.8%647,593CommonNONE
74347R107SSOPROSHARES TR$39.9M17.0%355,437CommonNONE
74347X864UPROPROSHARES TR$23.2M9.89%207,947CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$15.1M6.46%298,335CommonNONE
464288661IEIISHARES TR$9.5M4.04%79,204CommonNONE
74347G416PROSHARES TR$8.7M3.72%603,932CommonNONE
74349Y845SPXUPROSHARES TR$7.8M3.33%578,358CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.8M3.32%15,467CommonNONE
718172109PMPHILIP MORRIS INTL INC$6.4M2.75%39,742CommonNONE
25459W847TNADIREXION SHS ETF TR$5.8M2.49%128,722CommonNONE
704326107PAYXPAYCHEX INC$5.2M2.21%40,766CommonNONE
74347X831TQQQPROSHARES TR$4.7M2.01%45,599CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4.3M1.84%98,110CommonNONE
02209S103MOALTRIA GROUP INC$4.1M1.74%61,856CommonNONE
464287200IVVISHARES TR$3.6M1.52%5,336CommonNONE
464287655IWMISHARES TR$2.6M1.11%10,757CommonNONE
931142103WMTWALMART INC$2.3M0.97%21,969CommonNONE
594918104MSFTMICROSOFT CORP$1.6M0.67%3,023CommonNONE
67066G104NVDANVIDIA CORPORATION$1.5M0.64%7,981CommonNONE
037833100AAPLAPPLE INC$1.3M0.53%4,921CommonNONE
609207105MDLZMONDELEZ INTL INC$1.2M0.49%18,516CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.2M0.49%9,719CommonNONE
921910816MGKVANGUARD WORLD FD$1.0M0.43%2,496CommonNONE
337738108FISVFISERV INC$932,5510.40%7,233CommonNONE
46090E103QQQINVESCO QQQ TR$905,7240.39%1,509CommonNONE
30257X104FBKFB FINL CORP$852,7110.36%15,298CommonNONE
75508B104RYAMRAYONIER ADVANCED MATLS INC$801,6730.34%111,035CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.32%1CommonNONE
11135F101AVGOBROADCOM INC$597,8830.26%1,812CommonNONE
023135106AMZNAMAZON COM INC$506,7680.22%2,308CommonNONE
45867G101IDCCINTERDIGITAL INC$438,6520.19%1,271CommonNONE
02079K305GOOGLALPHABET INC$425,6520.18%1,751CommonNONE
369604301GEGE AEROSPACE$398,2460.17%1,324CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$390,6930.17%3,994CommonNONE
92189F676SMHVANECK ETF TRUST$339,0880.14%1,039CommonNONE
110448107BTIBRITISH AMERN TOB PLC$332,1220.14%6,257CommonNONE
892356106TSCOTRACTOR SUPPLY CO$326,1540.14%5,735CommonNONE
219350105GLWCORNING INC$291,5450.12%3,554CommonNONE
166764100CVXCHEVRON CORP NEW$285,3560.12%1,838CommonNONE
742718109PGPROCTER AND GAMBLE CO$283,8380.12%1,847CommonNONE
512807306LRCXLAM RESEARCH CORP$278,5120.12%2,080CommonNONE
26922A420QTUMETF SER SOLUTIONS$274,8640.12%2,620CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$243,2170.10%1,765CommonNONE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$235,8860.10%7,524CommonNONE
83190L208SMBKSMARTFINANCIAL INC$221,2400.09%6,192CommonNONE
500754106KHCKRAFT HEINZ CO$208,1240.09%7,992CommonNONE
36828A101GEVGE VERNOVA INC$201,0720.09%327CommonNONE
66510M204NAKNORTHERN DYNASTY MINERALS LT$12,0000.01%10,000CommonNONE

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.