Fund HoldingsWakefield Asset Management LLLP

Total Portfolio Value
$330.17M
Total Bought
$120.64M
Total Sold
$92.32M
Net Transaction
+$28.32M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NRG ENERGY INC(NRG)040,448+40,44803,8611.17%+3,861
TYSON FOODS INC(TSN)8,75467,286+58,5325034,2941.30%+3,791
CROWN HLDGS INC(CCK)040,845+40,84503,6461.10%+3,646
EXPEDITORS INTL WASH INC(EXPD)030,056+30,05603,6141.09%+3,614
AMPHENOL CORP NEW054,965+54,96503,6061.09%+3,606
LIVE NATION ENTERTAINMENT IN(LYV)027,305+27,30503,5651.08%+3,565
PROSHARES TR
SHORT QQQ
084,155+84,15503,4201.04%+3,420
ANNALY CAPITAL MANAGEMENT IN0165,666+165,66603,3711.02%+3,371
GILEAD SCIENCES INC(GILD)5,56134,581+29,0205143,8751.17%+3,361
NVIDIA CORPORATION(NVDA)030,308+30,30803,2850.99%+3,285
ECOLAB INC(ECL)012,927+12,92703,2780.99%+3,278
RBC BEARINGS INC(RBC)010,029+10,02903,2270.98%+3,227
SIRIUSXM HOLDINGS INC(SIRI)0106,447+106,44702,4000.73%+2,400
MORGAN STANLEY(MS)019,382+19,38202,2610.68%+2,261
DISCOVER FINL SVCS011,653+11,65301,9890.60%+1,989
PRINCIPAL FINANCIAL GROUP IN(PFG)021,318+21,31801,7990.54%+1,799
AMAZON COM INC(AMZN)09,334+9,33401,7760.54%+1,776
DEVON ENERGY CORP NEW(DVN)046,959+46,95901,7560.53%+1,756
ELEVANCE HEALTH INC(ELV)04,000+4,00001,7400.53%+1,740
NETFLIX INC(NFLX)05,576+5,57605,2001.57%+5,200
ISHARES TR0267,496+267,496015,7664.78%+15,766
META PLATFORMS INC(META)09,046+9,04605,2141.58%+5,214
AFFIRM HLDGS INC(AFRM)033,566+33,56601,5170.46%+1,517
ISHARES TR032,634+32,63402,9710.90%+2,971
CORCEPT THERAPEUTICS INC(CORT)19,70721,391+1,6849932,4430.74%+1,450
CME GROUP INC(CME)2,2327,217+4,9855181,9150.58%+1,396
EBAY INC.(EBAY)020,612+20,61201,3960.42%+1,396
APPLE INC(AAPL)06,037+6,03701,3410.41%+1,341
COHERENT CORP(COHR)020,470+20,47001,3290.40%+1,329
CROWDSTRIKE HLDGS INC(CRWD)03,627+3,62701,2790.39%+1,279
MICROSOFT CORP(MSFT)03,278+3,27801,2310.37%+1,231
JPMORGAN CHASE & CO.(JPM)021,450+21,45005,2621.59%+5,262
ANI PHARMACEUTICALS INC(ANIP)017,248+17,24801,1550.35%+1,155
HCI GROUP INC07,592+7,59201,1330.34%+1,133
ARCHROCK INC(AROC)042,527+42,52701,1160.34%+1,116
NATIONAL VISION HLDGS INC(EYE)087,139+87,13901,1140.34%+1,114
MAGNOLIA OIL & GAS CORP(MGY)043,955+43,95501,1100.34%+1,110
VIAVI SOLUTIONS INC(VIAV)098,091+98,09101,0980.33%+1,098
ALEXANDERS INC05,209+5,20901,0900.33%+1,090
CURBLINE PPTYS CORP(CURB)044,756+44,75601,0830.33%+1,083
CONSTRUCTION PARTNERS INC(ROAD)015,049+15,04901,0820.33%+1,082
BROADCOM INC(AVGO)06,400+6,40001,0720.32%+1,072
ARMSTRONG WORLD INDS INC NEW(AWI)07,298+7,29801,0280.31%+1,028
BJS RESTAURANTS INC(BJRI)029,871+29,87101,0230.31%+1,023
JOHNSON & JOHNSON(JNJ)06,125+6,12501,0160.31%+1,016
CSG SYS INTL INC016,465+16,46509960.30%+996
MERCHANTS BANCORP IND(MBIN)026,886+26,88609950.30%+995
MERCANTILE BK CORP(MBWM)022,833+22,83309920.30%+992
PEPSICO INC(PEP)06,278+6,27809410.29%+941
MONARCH CASINO & RESORT INC(MCRI)012,078+12,07809390.28%+939
FIVE9 INC(FIVN)034,582+34,58209390.28%+939
EATON CORP PLC(ETN)03,306+3,30608990.27%+899
PROGRESSIVE CORP(PGR)03,148+3,14808910.27%+891
AZENTA INC(AZTA)024,851+24,85108610.26%+861
VITAL ENERGY INC039,032+39,03208280.25%+828
MERCK & CO INC(MRK)08,569+8,56907690.23%+769
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
024,579+24,57907310.22%+731
ISHARES TR07,921+7,92107220.22%+722
ATLANTA BRAVES HLDGS INC017,493+17,49307000.21%+700
CONSOLIDATED EDISON INC(ED)033,571+33,57103,7131.12%+3,713
VERTEX PHARMACEUTICALS INC(VRTX)01,276+1,27606190.19%+619
PROASSURANCE CORP65,13270,519+5,3871,0361,6470.50%+610
EXPEDIA GROUP INC(EXPE)03,448+3,44805800.18%+580
CHUBB LIMITED
COM
01,846+1,84605570.17%+557
ALPHABET INC(GOOG)03,339+3,33905220.16%+522
WARNER BROS DISCOVERY INC(WBD)048,014+48,01405150.16%+515
THE CIGNA GROUP(CI)01,536+1,53605050.15%+505
S&P GLOBAL INC(SPGI)0973+97304940.15%+494
MOLSON COORS BEVERAGE CO(TAP)52,90657,744+4,8383,0333,5151.06%+482
CENCORA INC7,7587,927+1691,7432,2040.67%+461
HASBRO INC(HAS)07,498+7,49804610.14%+461
CLOROX CO DEL(CLX)03,121+3,12104600.14%+460
NORTHERN TR CORP(NTRS)04,650+4,65004590.14%+459
CISCO SYS INC(CSCO)07,335+7,33504530.14%+453
JUNIPER NETWORKS INC012,487+12,48704520.14%+452
BOOZ ALLEN HAMILTON HLDG COR030,713+30,71303,2120.97%+3,212
COMCAST CORP NEW(CCZ)012,192+12,19204500.14%+450
ISHARES TR0137,537+137,537013,7544.17%+13,754
SALESFORCE INC(CRM)01,575+1,57504230.13%+423
TENET HEALTHCARE CORP(THC)026,928+26,92803,6221.10%+3,622
MANHATTAN ASSOCIATES INC(MANH)02,338+2,33804050.12%+405
COTERRA ENERGY INC163,537158,399-5,1384,1774,5781.39%+401
ADOBE INC(ADBE)01,033+1,03303960.12%+396
FAIR ISAAC CORP(FICO)0209+20903850.12%+385
CONOCOPHILLIPS(COP)03,634+3,63403820.12%+382
ACCENTURE PLC IRELAND
SHS CLASS A
01,201+1,20103750.11%+375
UBER TECHNOLOGIES INC(UBER)04,808+4,80803500.11%+350
ITRON INC(ITRI)8,93312,586+3,6539701,3190.40%+349
RPM INTL INC(RPM)02,998+2,99803470.11%+347
VANECK ETF TRUST
GOLD MINERS ETF
048,555+48,55502,2320.68%+2,232
HUNT J B TRANS SVCS INC(JBHT)02,185+2,18503230.10%+323
ISHARES TR
CORE MSCI EAFE
049,557+49,55703,7491.14%+3,749
PHILLIPS 66(PSX)02,568+2,56803170.10%+317
HONEYWELL INTL INC(HON)01,426+1,42603020.09%+302
EXXON MOBIL CORP02,531+2,53103010.09%+301
ATLASSIAN CORPORATION01,410+1,41002990.09%+299
ULTA BEAUTY INC(ULTA)0802+80202940.09%+294
NXP SEMICONDUCTORS N V
COM
01,533+1,53302910.09%+291
TEXAS INSTRS INC(TXN)01,547+1,54702780.08%+278
SPROUTS FMRS MKT INC(SFM)08,509+8,50901,2990.39%+1,299
Page 1 of 1