Fund HoldingsALETHEA CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$116.81M
Total Bought
$13.30M
Total Sold
$22.78M
Net Transaction
-$9.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CITIZENS FINL GROUP INC(CFG)010,536+10,53604610.39%+461
ALTRIA GROUP INC(MO)08,366+8,36604370.37%+437
AMERICAN TOWER CORP NEW(AMT)02,337+2,33704290.37%+429
HP INC(HPQ)012,303+12,30304010.34%+401
PINNACLE WEST CAP CORP(PNW)04,716+4,71604000.34%+400
DUKE ENERGY CORP NEW(DUK)03,662+3,66203950.34%+395
SKYWORKS SOLUTIONS INC(SWKS)04,446+4,44603940.34%+394
PFIZER INC(PFE)014,830+14,83003930.34%+393
DIAMONDBACK ENERGY INC(FANG)02,395+2,39503920.34%+392
INVITATION HOMES INC(INVH)012,246+12,24603920.34%+392
APA CORPORATION(APA)016,672+16,67203850.33%+385
DOLLAR GEN CORP NEW(DG)05,060+5,06003840.33%+384
MERCK & CO INC(MRK)03,718+3,71803700.32%+370
THE CAMPBELLS COMPANY(CPB)08,813+8,81303690.32%+369
AMGEN INC(AMGN)01,330+1,33003470.30%+347
VALERO ENERGY CORP(VLO)02,566+2,56603150.27%+315
IRON MTN INC DEL(IRM)02,884+2,88403030.26%+303
DEVON ENERGY CORP NEW(DVN)08,367+8,36702740.23%+274
VENTAS INC(VTR)04,515+4,51502660.23%+266
ESSEX PPTY TR INC(ESS)0763+76302180.19%+218
TASEKO MINES LTD(TGB)010,000+10,0000190.02%+19
OPEN LENDING CORP12,00012,000073720.06%-2
EATON VANCE CALIF MUN BD FD10,65810,6580103980.08%-5
WISDOMTREE TR(WT)8,0207,925-953603460.30%-14
ASSERTIO HOLDINGS INC128,4480-128,4481520-152
ISHARES TR23,12323,12302,2682,0191.73%-249
LAUDER ESTEE COS INC(EL)3,4620-3,4623450-345
MCCORMICK & CO INC(MKC)4,2200-4,2203470-347
LKQ CORP(LKQ)8,7850-8,7853510-351
STANLEY BLACK & DECKER INC(SWK)3,3050-3,3053640-364
GENUINE PARTS CO(GPC)2,7000-2,7003770-377
HORMEL FOODS CORP(HRL)11,9490-11,9493790-379
DOW INC(DOW)6,9340-6,9343790-379
SNAP ON INC(SNA)1,3810-1,3814000-400
INTERPUBLIC GROUP COS INC12,8470-12,8474060-406
CME GROUP INC(CME)1,8680-1,8684120-412
BAXTER INTL INC10,9400-10,9404150-415
KROGER CO(KR)7,2840-7,2844170-417
FASTENAL CO(FAST)5,8540-5,8544180-418
MEDTRONIC PLC(MDT)4,7140-4,7144240-424
OMNICOM GROUP INC(OMC)4,1200-4,1204260-426
JOHNSON CTLS INTL PLC
SHS
5,5180-5,5184280-428
EXELON CORP(EXC)10,5750-10,5754290-429
MCDONALDS CORP(MCD)1,4570-1,4574440-444
WEYERHAEUSER CO MTN BE(WY)13,1910-13,1914470-447
HASBRO INC(HAS)6,3240-6,3244570-457
CIDARA THERAPEUTICS INC79,90814,311-65,5978593850.33%-474
SPDR SER TR
ST STR BLO 1 ETF
324,107298,752-25,35529,75627,31523.38%-2,441
AXSOME THERAPEUTICS INC(AXSM)738,503734,317-4,18666,36962,13153.19%-4,239
KURA ONCOLOGY INC(KURA)553,542558,442+4,90010,8164,8644.16%-5,952
AVIDITY BIOSCIENCES INC427,454420,871-6,58319,63312,23910.48%-7,394
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