13Fprocessed

Form 13F — Institutional Holdings

EDGAR Filing Documents for 0001378559-25-000006

Summary

13F filing with 113 holdings

Filing Date

January 1, 2025

Accepted

Accession No.

0001378559-25-000006

CIK

0001378559

Holdings Reported

FilerCompanySharesValueQuarterPut/Call
EDGAR Filing Documents for 0001378559-25-0000063M Company6,246$969,3282025-Q1
EDGAR Filing Documents for 0001378559-25-000006ABBVIE INC16,372$3,790,8422025-Q1
EDGAR Filing Documents for 0001378559-25-000006ALPHABET INC5,605$1,365,0982025-Q1
EDGAR Filing Documents for 0001378559-25-000006AMAZON COM INC40,426$8,876,3372025-Q1
EDGAR Filing Documents for 0001378559-25-000006AMEREN CORP5,215$544,2982025-Q1
EDGAR Filing Documents for 0001378559-25-000006AMERICAN ELEC PWR CO INC11,047$1,242,8072025-Q1
EDGAR Filing Documents for 0001378559-25-000006AMERICAN EXPRESS CO4,774$1,585,6482025-Q1
EDGAR Filing Documents for 0001378559-25-000006AMGEN INC4,152$1,171,7002025-Q1
EDGAR Filing Documents for 0001378559-25-000006APPLE INC68,667$17,484,6242025-Q1
EDGAR Filing Documents for 0001378559-25-000006AT&T INC79,682$2,250,2172025-Q1
EDGAR Filing Documents for 0001378559-25-000006ATMOS ENERGY CORP4,856$829,2312025-Q1
EDGAR Filing Documents for 0001378559-25-000006BANC OF CALIFORNIA INC COM69,575$1,151,4662025-Q1
EDGAR Filing Documents for 0001378559-25-000006BANK AMERICA CORP36,274$1,871,3612025-Q1
EDGAR Filing Documents for 0001378559-25-000006Berkshire Hathaway Cl A1$754,2002025-Q1
EDGAR Filing Documents for 0001378559-25-000006BERKSHIRE HATHAWAY INC DEL1,302$654,5672025-Q1
EDGAR Filing Documents for 0001378559-25-000006Blackstone Inc6,410$1,095,1482025-Q1
EDGAR Filing Documents for 0001378559-25-000006Boeing Co31,557$6,810,9512025-Q1
EDGAR Filing Documents for 0001378559-25-000006BRINKER INTL INC1,875$237,5252025-Q1
EDGAR Filing Documents for 0001378559-25-000006BROADCOM INC1,270$418,9862025-Q1
EDGAR Filing Documents for 0001378559-25-000006CAPITAL SOUTHWEST CORP COM84,031$1,836,9082025-Q1
EDGAR Filing Documents for 0001378559-25-000006CARPENTER TECHNOLOGY CORP3,050$748,8972025-Q1
EDGAR Filing Documents for 0001378559-25-000006CATERPILLAR INC9,890$4,718,9912025-Q1
EDGAR Filing Documents for 0001378559-25-000006Charles Schwab Corp12,161$1,160,9712025-Q1
EDGAR Filing Documents for 0001378559-25-000006CHEVRON CORP NEW1,924$298,7782025-Q1
EDGAR Filing Documents for 0001378559-25-000006Citigroup Inc27,291$2,770,0742025-Q1
EDGAR Filing Documents for 0001378559-25-000006CLEVELAND-CLIFFS INC NEW295,800$3,608,7552025-Q1
EDGAR Filing Documents for 0001378559-25-000006Coca Cola Company11,427$757,8602025-Q1
EDGAR Filing Documents for 0001378559-25-000006COMMERCIAL METALS CO23,573$1,350,2572025-Q1
EDGAR Filing Documents for 0001378559-25-000006ConocoPhillips3,068$290,2342025-Q1
EDGAR Filing Documents for 0001378559-25-000006Costco Wholesale Corp2,655$2,457,3692025-Q1
EDGAR Filing Documents for 0001378559-25-000006CULLEN FROST BANKERS INC3,278$415,5522025-Q1
EDGAR Filing Documents for 0001378559-25-000006DELL TECHNOLOGIES INC3,820$541,5612025-Q1
EDGAR Filing Documents for 0001378559-25-000006DEVON ENERGY CORP NEW9,623$337,3712025-Q1
EDGAR Filing Documents for 0001378559-25-000006DIAMONDBACK ENERGY INC1,550$221,8052025-Q1
EDGAR Filing Documents for 0001378559-25-000006DRAFTKINGS INC NEW100,911$3,774,0712025-Q1
EDGAR Filing Documents for 0001378559-25-000006DUKE ENERGY CORP NEW9,018$1,115,9822025-Q1
EDGAR Filing Documents for 0001378559-25-000006EAGLE MATERIALS INC16,482$3,840,9892025-Q1
EDGAR Filing Documents for 0001378559-25-000006Eaton Corp PLC780$291,9152025-Q1
EDGAR Filing Documents for 0001378559-25-000006ELI LILLY & CO5,943$4,534,5982025-Q1
EDGAR Filing Documents for 0001378559-25-000006ETHAN ALLEN INTERIORS INC118,151$3,480,7392025-Q1
EDGAR Filing Documents for 0001378559-25-000006EXPAND ENERGY CORPORATION28,340$3,010,8732025-Q1
EDGAR Filing Documents for 0001378559-25-000006Exxon Mobil Corporation47,624$5,369,6062025-Q1
EDGAR Filing Documents for 0001378559-25-000006FedEx Corp1,735$409,1302025-Q1
EDGAR Filing Documents for 0001378559-25-000006FREEPORT-MCMORAN INC126,844$4,974,8402025-Q1
EDGAR Filing Documents for 0001378559-25-000006GE Aerospace Co887$266,8272025-Q1
EDGAR Filing Documents for 0001378559-25-000006GE Vernova LLC471$289,6182025-Q1
EDGAR Filing Documents for 0001378559-25-000006GENERAC HLDGS INC1,450$242,7302025-Q1
EDGAR Filing Documents for 0001378559-25-000006GENIUS SPORTS LIMITED SHARES CL A66,500$823,2702025-Q1
EDGAR Filing Documents for 0001378559-25-000006GEO GROUP INC NEW62,935$1,289,5382025-Q1
EDGAR Filing Documents for 0001378559-25-000006Goldman Sachs Group Inc1,250$995,4372025-Q1
EDGAR Filing Documents for 0001378559-25-000006HEALTHCARE RLTY TR33,655$606,8002025-Q1
EDGAR Filing Documents for 0001378559-25-000006HEWLETT PACKARD ENTERPRISE C65,178$1,600,7742025-Q1
EDGAR Filing Documents for 0001378559-25-000006HOME DEPOT INC10,084$4,086,0282025-Q1
EDGAR Filing Documents for 0001378559-25-000006Honeywell International2,350$494,6752025-Q1
EDGAR Filing Documents for 0001378559-25-000006INTERNATIONAL BUSINESS MACHS5,109$1,441,6172025-Q1
EDGAR Filing Documents for 0001378559-25-000006Johnson & Johnson10,996$2,038,9672025-Q1
EDGAR Filing Documents for 0001378559-25-000006JPMORGAN CHASE & CO.13,816$4,358,0052025-Q1
EDGAR Filing Documents for 0001378559-25-000006KIRBY CORP36,525$3,048,0112025-Q1
EDGAR Filing Documents for 0001378559-25-000006LIFE360 INC4,600$488,9802025-Q1
EDGAR Filing Documents for 0001378559-25-000006Lockheed Martin Corp575$287,0462025-Q1
EDGAR Filing Documents for 0001378559-25-000006MASTEC INC8,150$1,734,4012025-Q1
EDGAR Filing Documents for 0001378559-25-000006MATADOR RES CO11,952$536,9852025-Q1
EDGAR Filing Documents for 0001378559-25-000006McDonald's Corporation1,300$395,0572025-Q1
EDGAR Filing Documents for 0001378559-25-000006Merck & Co Inc10,509$882,0102025-Q1
EDGAR Filing Documents for 0001378559-25-000006META PLATFORMS INC9,105$6,686,7662025-Q1
EDGAR Filing Documents for 0001378559-25-000006MICRON TECHNOLOGY INC12,655$2,117,4352025-Q1
EDGAR Filing Documents for 0001378559-25-000006MICROSOFT CORP16,919$8,763,1622025-Q1
EDGAR Filing Documents for 0001378559-25-000006MILLROSE PPTYS INC92,299$3,102,1742025-Q1
EDGAR Filing Documents for 0001378559-25-000006MORGAN STANLEY5,062$804,6562025-Q1
EDGAR Filing Documents for 0001378559-25-000006NETFLIX INC490$587,4712025-Q1
EDGAR Filing Documents for 0001378559-25-000006NVIDIA CORPORATION208,002$38,808,9752025-Q1
EDGAR Filing Documents for 0001378559-25-000006ON HLDG AG13,440$569,1842025-Q1
EDGAR Filing Documents for 0001378559-25-000006ONEOK INC73,113$5,335,0362025-Q1
EDGAR Filing Documents for 0001378559-25-000006ORACLE CORP2,200$618,7282025-Q1
EDGAR Filing Documents for 0001378559-25-000006PALANTIR TECHNOLOGIES INC8,219$1,499,3102025-Q1
EDGAR Filing Documents for 0001378559-25-000006PALO ALTO NETWORKS INC2,560$521,2672025-Q1
EDGAR Filing Documents for 0001378559-25-000006Pepsico Incorporated2,202$309,1852025-Q1
EDGAR Filing Documents for 0001378559-25-000006PERMIAN RESOURCES CORP56,110$718,2082025-Q1
EDGAR Filing Documents for 0001378559-25-000006POWELL INDS INC3,575$1,089,7642025-Q1
EDGAR Filing Documents for 0001378559-25-000006Powerfleet Inc43,500$227,9402025-Q1
EDGAR Filing Documents for 0001378559-25-000006PROCTER AND GAMBLE CO1,465$225,0972025-Q1
EDGAR Filing Documents for 0001378559-25-000006RH3,975$807,5612025-Q1
EDGAR Filing Documents for 0001378559-25-000006RYMAN HOSPITALITY PPTYS INC26,050$2,333,8192025-Q1
EDGAR Filing Documents for 0001378559-25-000006SHARKNINJA INC31,625$3,262,1192025-Q1
EDGAR Filing Documents for 0001378559-25-000006SHIFT4 PMTS INC3,100$239,9402025-Q1
EDGAR Filing Documents for 0001378559-25-000006SIMON PROPERTY GROUP INC3,100$581,7772025-Q1
EDGAR Filing Documents for 0001378559-25-000006Sleep Number Corp13,000$91,2602025-Q1
EDGAR Filing Documents for 0001378559-25-000006SOUTHERN CO/THE6,020$570,5152025-Q1
EDGAR Filing Documents for 0001378559-25-000006SOUTHWEST AIRLINES CO10,125$323,0822025-Q1
EDGAR Filing Documents for 0001378559-25-000006SPOTIFY TECHNOLOGY S A1,343$937,4142025-Q1
EDGAR Filing Documents for 0001378559-25-000006TAKE-TWO INTERACTIVE SOFTWRE1,575$406,9172025-Q1
EDGAR Filing Documents for 0001378559-25-000006TERAWULF INC264,000$3,014,8802025-Q1
EDGAR Filing Documents for 0001378559-25-000006TESLA INC2,420$1,076,2222025-Q1
EDGAR Filing Documents for 0001378559-25-000006Texas Instruments Inc1,611$296,0352025-Q1
EDGAR Filing Documents for 0001378559-25-000006TEXAS PACIFIC LAND CORPORATI21,816$20,367,9742025-Q1
EDGAR Filing Documents for 0001378559-25-000006TRUIST FINL CORP10,686$488,5782025-Q1
EDGAR Filing Documents for 0001378559-25-000006Tt Electronics Plc17,553$22,4682025-Q1
EDGAR Filing Documents for 0001378559-25-000006Uber Technologies Inc77,527$7,595,3202025-Q1
EDGAR Filing Documents for 0001378559-25-000006United Parcel Service Inc14,772$1,233,9052025-Q1
EDGAR Filing Documents for 0001378559-25-000006UNITED RENTALS INC300$286,3982025-Q1
EDGAR Filing Documents for 0001378559-25-000006UNITEDHEALTH GROUP INC7,641$2,638,4282025-Q1
EDGAR Filing Documents for 0001378559-25-000006VAIL RESORTS INC3,950$590,8012025-Q1
EDGAR Filing Documents for 0001378559-25-000006VARONIS SYS INC8,200$471,2542025-Q1
EDGAR Filing Documents for 0001378559-25-000006VERIZON COMMUNICATIONS INC27,281$1,198,9872025-Q1
EDGAR Filing Documents for 0001378559-25-000006VERTIV HOLDINGS CO4,943$745,7352025-Q1
EDGAR Filing Documents for 0001378559-25-000006VISA INC1,902$649,4302025-Q1
EDGAR Filing Documents for 0001378559-25-000006VISTRA CORP17,499$3,428,4152025-Q1
EDGAR Filing Documents for 0001378559-25-000006WALMART INC29,604$3,050,9382025-Q1
EDGAR Filing Documents for 0001378559-25-000006Wells Fargo & Co19,834$1,662,4522025-Q1
EDGAR Filing Documents for 0001378559-25-000006WHIRLPOOL CORP4,628$363,7912025-Q1
EDGAR Filing Documents for 0001378559-25-000006XCEL ENERGY INC24,532$1,978,5282025-Q1
EDGAR Filing Documents for 0001378559-25-000006Taiwan Semiconductor Manufacturing Co Ltd ADR8,895$2,484,1842025-Q1