Fund HoldingsPaloma Partners Management Co

Total Portfolio Value
$1.89B
Total Bought
$1.31B
Total Sold
$2.11B
Net Transaction
-$795.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Call)0270,122+270,1220141,293+141,293
INVESCO QQQ TR(Call)0153,583+153,583068,192+68,192
ISHARES TR(Call)0662,833+662,833051,522+51,522
CALLON PETE CO DEL01,095,237+1,095,237039,1662.07%+39,166
SELECT SECTOR SPDR TR(Call)
ST STR STAPL ETF
0300,937+300,937022,980+22,980
ISHARES TR(Call)0205,184+205,184018,446+18,446
CHEESECAKE FACTORY INC(CAKE)000018,0130.95%+18,013
RIVIAN AUTOMOTIVE INC(RIVN)000017,3560.92%+17,356
SPDR SER TR(Call)
ST STR SP METAL
0260,578+260,578015,708+15,708
ISHARES TR(Call)0138,000+138,000015,031+15,031
NUTANIX INC(NTNX)000014,8920.79%+14,892
INTERDIGITAL INC(IDCC)000014,7950.78%+14,795
LOCKHEED MARTIN CORP(LMT)(Call)031,709+31,709014,423+14,423
SELECT SECTOR SPDR TR(Call)
ST STR MATER ETF
73,800210,604+136,8046,31319,563+13,250
ISHARES TR(Call)0153,138+153,138012,230+12,230
GUARDANT HEALTH INC(GH)000011,7640.62%+11,764
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0133,283+133,283012,5830.66%+12,583
SPDR SER TR
SP O&G EXPL PRO
067,041+67,041010,3870.55%+10,387
SELECT SECTOR SPDR TR(Call)
ST STR FINL ETF
389,900587,267+197,36714,66024,736+10,075
TE CONNECTIVITY LTD(TEL)(Call)068,357+68,35709,928+9,928
NORTHERN OIL & GAS INC(NOG)00009,8700.52%+9,870
ON SEMICONDUCTOR CORP(ON)00009,5210.50%+9,521
GILEAD SCIENCES INC(GILD)(Call)0141,195+141,195010,343+10,343
KINDER MORGAN INC DEL(KMI)(Call)0495,965+495,96509,096+9,096
REGENERON PHARMACEUTICALS(REGN)(Call)09,285+9,28508,937+8,937
SELECT SECTOR SPDR TR
ST STR CARE ETF
070,355+70,355010,3940.55%+10,394
ISHARES TR(Call)078,374+78,374010,754+10,754
CYTOKINETICS INC(CYTK)00008,5750.45%+8,575
BERKSHIRE HATHAWAY INC DEL(Call)019,686+19,68608,278+8,278
ISHARES TR(Call)087,061+87,06108,238+8,238
DANAHER CORPORATION(DHR)(Call)032,351+32,35108,079+8,079
UNITED PARCEL SERVICE INC(UPS)(Call)053,876+53,87608,008+8,008
MASTERCARD INCORPORATED(MA)(Call)016,258+16,25807,829+7,829
SYSCO CORP(SYY)(Call)095,541+95,54107,756+7,756
PPG INDS INC(PPG)(Call)053,274+53,27407,719+7,719
SELECT SECTOR SPDR TR(Call)
ST STR TECHN ETF
043,652+43,65209,091+9,091
HERSHEY CO(HSY)(Call)039,295+39,29507,643+7,643
LAUDER ESTEE COS INC(EL)(Call)048,887+48,88707,536+7,536
HUNT J B TRANS SVCS INC(JBHT)(Call)037,355+37,35507,443+7,443
TJX COS INC NEW(TJX)(Call)072,638+72,63807,367+7,367
SELECT SECTOR SPDR TR(Call)
ST STR INDL ETF
0150,523+150,523018,960+18,960
INTUIT(INTU)(Call)011,137+11,13707,239+7,239
ISHARES INC(Call)0217,500+217,50007,051+7,051
WOLFSPEED INC(WOLF)00007,0500.37%+7,050
ISHARES TR(Call)078,000+78,00006,994+6,994
IQIYI INC(IQ)00006,8440.36%+6,844
EQUIFAX INC(EFX)(Call)025,183+25,18306,737+6,737
3M CO(MMM)070,004+70,00407,4250.39%+7,425
ETF SER SOLUTIONS(Call)
US GLB JETS
0318,000+318,00006,681+6,681
COSTCO WHSL CORP NEW(COST)(Call)010,418+10,41807,633+7,633
AMERICAN TOWER CORP NEW(AMT)(Call)033,614+33,61406,642+6,642
BECTON DICKINSON & CO(BDX)(Call)026,711+26,71106,610+6,610
H WORLD GROUP LTD(HTHT)00006,5390.35%+6,539
TRUIST FINL CORP(TFC)(Call)0162,459+162,45906,333+6,333
AUTOMATIC DATA PROCESSING IN(Call)025,160+25,16006,283+6,283
TESLA INC(TSLA)(Call)033,391+33,39105,870+5,870
KEYSIGHT TECHNOLOGIES INC(KEYS)(Call)058,805+58,80509,196+9,196
CONSOLIDATED EDISON INC(ED)(Call)063,629+63,62905,778+5,778
SSR MINING IN00005,4420.29%+5,442
YUM BRANDS INC(YUM)(Call)038,988+38,98805,406+5,406
MOODYS CORP(MCO)(Call)013,230+13,23005,200+5,200
SELECT SECTOR SPDR TR(Call)
ST STR ENERG ETF
0137,626+137,626012,993+12,993
ABBVIE INC(ABBV)(Call)028,968+28,96805,275+5,275
S&P GLOBAL INC(SPGI)(Call)013,647+13,64705,806+5,806
GRAINGER W W INC(GWW)(Call)04,731+4,73104,813+4,813
MSCI INC(MSCI)(Call)08,579+8,57904,808+4,808
HOME DEPOT INC(HD)(Call)014,030+14,03005,382+5,382
GENERAL ELECTRIC CO(GE)027,595+27,59504,8440.26%+4,844
GENERAL MTRS CO(GM)0136,040+136,04006,1690.33%+6,169
CHEVRON CORP NEW(CVX)(Call)034,310+34,31005,412+5,412
BANK AMERICA CORP0122,974+122,97404,6630.25%+4,663
AT&T INC(T)(Call)0264,294+264,29404,652+4,652
EXXON MOBIL CORP064,007+64,00707,4400.39%+7,440
HARTFORD FINL SVCS GROUP INC(HIG)043,293+43,29304,4610.24%+4,461
PAYCHEX INC(PAYX)(Call)036,070+36,07004,429+4,429
PHILIP MORRIS INTL INC(PM)(Call)048,133+48,13304,410+4,410
SELECT SECTOR SPDR TR(Call)
ST STR CARE ETF
0100,842+100,842014,897+14,897
THE TRADE DESK INC(TTD)(Call)049,734+49,73404,348+4,348
ZOETIS INC(ZTS)(Call)030,258+30,25805,120+5,120
ALBEMARLE CORP072,000+72,00004,2450.22%+4,245
BIOMARIN PHARMACEUTICAL INC(BMRN)000015,0250.79%+15,025
LAM RESEARCH CORP(LRCX)(Call)04,342+4,34204,219+4,219
DIGITALOCEAN HLDGS INC(DOCN)00004,2010.22%+4,201
CINTAS CORP(CTAS)(Call)06,070+6,07004,170+4,170
FORTINET INC(FTNT)(Call)060,568+60,56804,137+4,137
NUCOR CORP(NUE)(Call)020,665+20,66504,090+4,090
ILLINOIS TOOL WKS INC(ITW)015,151+15,15104,0650.21%+4,065
HILTON WORLDWIDE HLDGS INC(HLT)019,052+19,05204,0640.21%+4,064
KEURIG DR PEPPER INC(KDP)(Call)0130,990+130,99004,017+4,017
FISERV INC(FISV)025,124+25,12404,0150.21%+4,015
CAPITAL ONE FINL CORP(COF)(Call)026,903+26,90304,006+4,006
DEERE & CO(DE)(Call)027,759+27,759011,402+11,402
INTUITIVE SURGICAL INC(Call)09,876+9,87603,941+3,941
NEXTERA ENERGY INC(NEE)061,029+61,02903,9000.21%+3,900
SPDR DOW JONES INDL AVERAGE(DIA)19,26928,036+8,7677,26211,1520.59%+3,890
CHIPOTLE MEXICAN GRILL INC(CMG)(Call)01,315+1,31503,822+3,822
HOWMET AEROSPACE INC(HWM)(Call)054,620+54,62003,738+3,738
NEWMONT CORP(NEM)(Call)0103,453+103,45303,708+3,708
ISHARES TR196,996282,720+85,7247,92111,6140.61%+3,693
MONDELEZ INTL INC(MDLZ)(Call)0101,554+101,55407,109+7,109
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