Fund Holdings — Headlands Technologies LLC

Total Portfolio Value
$416.35M
Total Bought
$290.02M
Total Sold
$214.65M
Net Transaction
+$75.38M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2023
▲▼
Q1 2024
▲▼
Change
▲▼
Q4 2023
▲▼
Q1 2024
▲▼
Weight (%)
▲▼
Change
▲▼
MICROSOFT CORP(MSFT)016,991+16,99107,1481.72%+7,148
VANGUARD INDEX FDS5,24418,635+13,3912,2918,9582.15%+6,667
LINDE PLC(LIN)79514,770+13,9753276,8581.65%+6,531
NVIDIA CORPORATION(NVDA)10,33211,136+8045,11710,0622.42%+4,945
ASML HOLDING N V
N Y REGISTRY SHS
04,974+4,97404,8271.16%+4,827
BERKSHIRE HATHAWAY INC DEL3410,984+10,950124,6191.11%+4,607
RIO TINTO PLC(RIO)1,30473,604+72,300974,6921.13%+4,594
BROADCOM INC(AVGO)03,269+3,26904,3331.04%+4,333
PETROLEO BRASILEIRO SA PETRO(PBR)3,844288,844+285,000614,3931.06%+4,332
VALE S A80,697449,738+369,0411,2805,4821.32%+4,202
APPLIED MATLS INC4,27221,968+17,6966924,5301.09%+3,838
ANSYS INC010,025+10,02503,4800.84%+3,480
AT&T INC(T)51,223242,146+190,9238604,2621.02%+3,402
SERVICENOW INC(NOW)4344,733+4,2993073,6080.87%+3,302
VISA INC(V)61012,211+11,6011593,4080.82%+3,249
NETFLIX INC(NFLX)05,180+5,18003,1460.76%+3,146
PROCTER AND GAMBLE CO(PG)017,682+17,68202,8690.69%+2,869
FORD MTR CO DEL(F)0199,558+199,55802,6500.64%+2,650
S&P GLOBAL INC(SPGI)05,944+5,94402,5290.61%+2,529
VERISIGN INC7,35121,314+13,9631,5144,0390.97%+2,525
ADOBE INC(ADBE)04,634+4,63402,3380.56%+2,338
LYFT INC(LYFT)0120,294+120,29402,3280.56%+2,328
MCDONALDS CORP(MCD)07,749+7,74902,1850.52%+2,185
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
028,201+28,20102,1800.52%+2,180
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
2,400142,283+139,883372,1200.51%+2,083
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
27411,813+11,539432,0010.48%+1,958
CHENIERE ENERGY INC(LNG)011,688+11,68801,8850.45%+1,885
MASTERCARD INCORPORATED(MA)2,7136,314+3,6011,1573,0410.73%+1,884
INTUITIVE SURGICAL INC19,4145,351-14,0632582,1360.51%+1,878
ATLASSIAN CORPORATION09,527+9,52701,8590.45%+1,859
NOVO-NORDISK A S(NVO)2,85716,716+13,8592962,1460.52%+1,851
DANAHER CORPORATION(DHR)3,01410,130+7,1166972,5300.61%+1,832
HUMANA INC(HUM)315,231+5,200141,8140.44%+1,800
ZOETIS INC(ZTS)010,545+10,54501,7840.43%+1,784
MSCI INC(MSCI)03,139+3,13901,7590.42%+1,759
ISHARES TR9454,157+3,2124512,1850.52%+1,734
ORACLE CORP(ORCL)013,611+13,61101,7100.41%+1,710
NU HLDGS LTD(NU)25,440160,043+134,6032121,9090.46%+1,697
TARGET CORP(TGT)2,00811,109+9,1012861,9690.47%+1,683
DELL TECHNOLOGIES INC(DELL)2,69616,541+13,8452061,8870.45%+1,681
ENBRIDGE INC(ENB)3,19049,221+46,0311151,7810.43%+1,666
CARVANA CO(CVNA)1,64819,935+18,287871,7520.42%+1,665
HDFC BANK LTD(HDB)2,58032,675+30,0951731,8290.44%+1,656
UBER TECHNOLOGIES INC(UBER)021,476+21,47601,6530.40%+1,653
SPDR S&P 500 ETF TR(SPY)03,041+3,04101,5910.38%+1,591
CANADIAN NAT RES LTD(CNQ)020,771+20,77101,5850.38%+1,585
ALPHABET INC(GOOG)2,01212,282+10,2702811,8540.45%+1,573
VANGUARD INDEX FDS7166,690+5,9741701,7390.42%+1,569
XCEL ENERGY INC(XEL)6,00635,599+29,5933721,9130.46%+1,542
UNION PAC CORP(UNP)1846,378+6,194451,5690.38%+1,523
MONOLITHIC PWR SYS INC(MPWR)1,1603,320+2,1607322,2490.54%+1,517
VERISK ANALYTICS INC(VRSK)8627,166+6,3042061,6890.41%+1,483
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
08,104+8,10401,4810.36%+1,481
ISHARES TR018,220+18,22001,4550.35%+1,455
CLEANSPARK INC(CLSK)117,515129,606+12,0911,2962,7490.66%+1,453
SPDR SER TR
ST STR P500ETF
023,345+23,34501,4360.35%+1,436
WALMART INC(WMT)021,598+21,59801,3000.31%+1,300
CHUBB LIMITED
COM
05,002+5,00201,2960.31%+1,296
ARCHER DANIELS MIDLAND CO7,29728,602+21,3055271,7960.43%+1,270
MONSTER BEVERAGE CORP NEW(MNST)021,233+21,23301,2590.30%+1,259
RIOT PLATFORMS INC(RIOT)0101,746+101,74601,2450.30%+1,245
INCYTE CORP(INCY)3,99726,099+22,1022511,4870.36%+1,236
DUPONT DE NEMOURS INC(DD)015,944+15,94401,2220.29%+1,222
QORVO INC(QRVO)11,09721,136+10,0391,2502,4270.58%+1,177
SEA LTD(SE)021,565+21,56501,1580.28%+1,158
TAL EDUCATION GROUP(TAL)0101,724+101,72401,1550.28%+1,155
COOPER COS INC(COO)011,189+11,18901,1350.27%+1,135
WILLIS TOWERS WATSON PLC LTD(WTW)5,0858,551+3,4661,2272,3520.56%+1,125
BLACKROCK INC(BLK)01,349+1,34901,1250.27%+1,125
QUANTA SVCS INC04,231+4,23101,0990.26%+1,099
VERTIV HOLDINGS CO(VRT)9,37118,768+9,3974501,5330.37%+1,083
TEXAS ROADHOUSE INC(TXRH)1,0697,846+6,7771311,2120.29%+1,081
ISHARES INC
CORE MSCI EMKT
020,257+20,25701,0450.25%+1,045
BOSTON SCIENTIFIC CORP(BSX)015,125+15,12501,0360.25%+1,036
GILEAD SCIENCES INC(GILD)013,782+13,78201,0100.24%+1,010
KEURIG DR PEPPER INC(KDP)032,062+32,06209830.24%+983
HUNT J B TRANS SVCS INC(JBHT)1,0165,948+4,9322031,1850.28%+982
STMICROELECTRONICS N V(STM)1,22123,813+22,592611,0300.25%+968
AKAMAI TECHNOLOGIES INC(AKAM)08,897+8,89709680.23%+968
PHILIP MORRIS INTL INC(PM)4,75914,823+10,0644481,3580.33%+910
EXXON MOBIL CORP07,703+7,70308950.22%+895
ISHARES TR08,307+8,30708940.21%+894
CONOCOPHILLIPS(COP)1,3048,200+6,8961511,0440.25%+892
ROPER TECHNOLOGIES INC(ROP)3,4104,903+1,4931,8592,7500.66%+891
BLACKBERRY LTD(BB)16,389334,152+317,763589220.22%+864
IDEXX LABS INC(IDXX)01,541+1,54108320.20%+832
DIREXION SHS ETF TR
DAILY SMALL CAP
2,00121,165+19,164799080.22%+829
INVESCO EXCH TRADED FD TR II
SR LN ETF
038,954+38,95408240.20%+824
INTERCONTINENTAL EXCHANGE IN(ICE)05,962+5,96208190.20%+819
DEVON ENERGY CORP NEW(DVN)016,303+16,30308180.20%+818
ROSS STORES INC(ROST)9,61514,558+4,9431,3312,1370.51%+806
INVESCO QQQ TR14,55015,231+6815,9596,7631.62%+804
OCCIDENTAL PETE CORP(OXY)012,315+12,31508000.19%+800
TARGA RES CORP(TRGP)467,089+7,04347940.19%+790
DENTSPLY SIRONA INC(XRAY)85324,374+23,521308090.19%+779
APOLLO GLOBAL MGMT INC(APO)06,873+6,87307730.19%+773
UPSTART HLDGS INC(UPST)5,17936,181+31,0022129730.23%+761
FAIR ISAAC CORP(FICO)0600+60007500.18%+750
IQIYI INC(IQ)0175,214+175,21407410.18%+741
LUCID GROUP INC(LCID)0251,403+251,40307160.17%+716
Page 1 of 17
Headlands Technologies LLC — 13F Holdings — Q1 2024 | TickerTrail