Fund HoldingsDC Investments Management, LLC

Total Portfolio Value
$153.26M
Total Bought
$32.83M
Total Sold
$25.57M
Net Transaction
+$7.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD INTL EQUITY INDEX F0112,633+112,633013,2328.63%+13,232
INGLES MKTS INC(IMKTA)043,324+43,32402,7921.82%+2,792
KOPPERS HOLDINGS INC(KOP)073,358+73,35802,3771.55%+2,377
ASML HOLDING N V
N Y REGISTRY SHS
02,800+2,80001,9411.27%+1,941
EQT CORP(EQT)170,005170,00506,2297,8395.11%+1,610
MCGRATH RENTCORP(MGRC)08,901+8,90109950.65%+995
NISOURCE INC(NI)36,80957,137+20,3281,2752,1001.37%+825
WILLSCOT HLDGS CORP(WSC)80,703113,530+32,8273,0343,7982.48%+763
OGE ENERGY CORP(OGE)44,23062,313+18,0831,8142,5701.68%+756
ATMOS ENERGY CORP(ATO)8,46913,832+5,3631,1751,9261.26%+752
AMERICAN ELEC PWR CO INC08,105+8,10507480.49%+748
AMEREN CORP(AEE)08,328+8,32807420.48%+742
EVERGY INC(EVRG)29,49241,622+12,1301,8292,5621.67%+733
PPL CORP(PPL)36,32059,394+23,0741,2011,9281.26%+726
BLACK HILLS CORP18,44731,227+12,7801,1271,8271.19%+700
EXELON CORP(EXC)27,17347,107+19,9341,1021,7731.16%+671
MARINEMAX INC022,886+22,88606630.43%+663
NORTHWESTERN ENERGY GROUP IN(NWE)30,67044,816+14,1461,7552,3961.56%+641
PORTLAND GEN ELEC CO(POR)35,90953,002+17,0931,7202,3121.51%+592
CONSOLIDATED EDISON INC(ED)10,92119,289+8,3681,1371,7211.12%+584
EVERSOURCE ENERGY(ES)16,47229,465+12,9931,1211,6921.10%+571
GULFPORT ENERGY CORP(GPOR)9,0769,924+8481,3741,8281.19%+454
GOGO INC493,202493,20203,5413,9902.60%+449
OUTBRAIN INC189,611189,61109221,3610.89%+440
ANTERO RESOURCES CORP(AR)52,69152,69101,5101,8471.21%+337
JELD-WEN HLDG INC258,946539,434+280,4884,0944,4182.88%+324
EXPAND ENERGY CORPORATION(EXE)18,70618,70601,5391,8621.22%+324
COTERRA ENERGY INC195,994195,99404,6945,0063.27%+312
UNITIL CORP(UTL)04,551+4,55102470.16%+247
HUBSPOT INC(HUBS)1,4001,40007449750.64%+231
TABOOLA.COM LTD(TBLA)763,848763,84802,5672,7881.82%+222
CLOUDFLARE INC(NET)8,1188,11806578740.57%+217
ASANA INC(ASAN)24,90424,90402895050.33%+216
CROWDSTRIKE HLDGS INC(CRWD)3,4093,40909561,1660.76%+210
DOCUSIGN INC(DOCU)7,2797,27904526550.43%+203
SERVICENOW INC(NOW)1,0301,03009211,0920.71%+171
ATLASSIAN CORPORATION1,6991,69902704140.27%+144
WORKIVA INC(WK)4,5594,55903614990.33%+139
DATADOG INC(DDOG)4,6434,64305346630.43%+129
ELASTIC N V
ORD SHS
4,8114,81103694770.31%+107
VIMEO INC75,93475,93403834860.32%+103
OLO INC34,46234,46201712650.17%+94
FRESHWORKS INC(FRSH)18,90718,90702173060.20%+89
SALESFORCE INC(CRM)1,4411,44103944820.31%+87
BRAZE INC(BRZE)8,1948,19402653430.22%+78
SNOWFLAKE INC(SNOW)1,9161,91602202960.19%+76
DROPBOX INC(DBX)16,00016,00004074810.31%+74
TRUEBLUE INC118,362118,36209349940.65%+60
PROCORE TECHNOLOGIES INC(PCOR)4,4094,40902723300.22%+58
COLUMBUS MCKINNON CORP N Y42,35742,35701,5251,5771.03%+53
CLEARWATER ANALYTICS HLDGS I18,75218,75204735160.34%+43
GITLAB INC(GTLB)8,3908,39004324730.31%+40
PAYPAL HLDGS INC(PYPL)5,3025,30204144530.30%+39
APPFOLIO INC(APPF)3,3233,32307828200.53%+38
RINGCENTRAL INC(RNG)10,29910,29903263610.24%+35
WORKDAY INC(WDAY)2,4612,46106016350.41%+34
ZSCALER INC(ZS)3,3303,33005696010.39%+32
QUALYS INC(QLYS)2,2072,20702843090.20%+26
BLACKLINE INC(BL)4,0874,08702252480.16%+23
NCINO INC(NCNO)11,53311,53303643870.25%+23
RAPID7 INC30,74530,74501,2261,2370.81%+10
JFROG LTD(FROG)16,23816,23804724780.31%+6
VILLAGE SUPER MKT INC50,19150,19101,5961,6011.04%+5
VEEVA SYS INC(VEEV)1,5261,52603203210.21%+1
UIPATH INC(PATH)16,23916,23902082060.13%-1
PAGERDUTY INC(PD)14,22714,22702642600.17%-4
DEFINITIVE HEALTHCARE CORP23,39223,3920105960.06%-8
BOX INC(BOX)10,37910,37903403280.21%-12
YEXT INC63,42063,42004394030.26%-36
SENTINELONE INC(S)25,08825,08806005570.36%-43
MONGODB INC(MDB)1,2291,22903322860.19%-46
ISHARES TR
MSCI PHILIPS ETF
1,804160-1,6445340.00%-49
ADOBE INC(ADBE)69369303593080.20%-51
TSCAN THERAPEUTICS INC35,56335,56301771080.07%-69
DIGITALOCEAN HLDGS INC(DOCN)12,75612,75605154350.28%-81
MONDAY COM LTD
SHS
3,1293,12908697370.48%-132
ISHARES TR94,93094,930011,34911,1547.28%-195
LOANDEPOT INC298,310298,31008146090.40%-206
LIGHTSPEED COMMERCE INC(LSPD)229,242229,24203,7803,4912.28%-289
DIAMONDBACK ENERGY INC(FANG)39,48839,48806,8086,4694.22%-338
CARRIAGE SVCS INC11,3920-11,3923740-374
PAR PAC HOLDINGS INC(PARR)372,325372,32506,5536,1023.98%-451
SQUARESPACE INC9,7280-9,7284520-452
ISHARES BITCOIN TRUST ETF(IBIT)35,84415,670-20,1741,2958310.54%-464
ISHARES INC18,8991,671-17,228512400.03%-472
MDU RES GROUP INC(MDU)75,96675,96602,0821,3690.89%-713
ISHARES TR
MSCI POLAND ETF
76,68752,643-24,0441,8591,0990.72%-760
CALIX INC(CALX)229,372229,37208,8977,9985.22%-899
ISHARES TR
MSCI UK ETF NEW
27,1350-27,1351,0150-1,015
ISHARES INC28,4389,697-18,7411,4334060.27%-1,027
ISHARES INC
MSCI SINGPOR ETF
61,0529,940-51,1121,3522170.14%-1,135
ISHARES INC
MSCI MLY ETF NEW
47,8014,869-42,9321,2931190.08%-1,174
ISHARES INC
MSCI JAPAN ETF
21,4041,892-19,5121,5311270.08%-1,404
ISHARES INC56,3364,979-51,3572,3392010.13%-2,138
PIEDMONT OFFICE REALTY TR IN(PDM)917,090731,981-185,1099,2636,6984.37%-2,565
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
122,6440-122,64412,5420-12,542
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