Fund HoldingsWakefield Asset Management LLLP

Total Portfolio Value
$358.06M
Total Bought
$92.75M
Total Sold
$100.47M
Net Transaction
-$7.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AERCAP HOLDINGS NV(AER)034,664+34,66404,0561.13%+4,056
MONDELEZ INTL INC(MDLZ)059,353+59,35304,0041.12%+4,004
MARATHON PETE CORP(MPC)025,220+25,22004,1891.17%+4,189
NEWMONT CORP(NEM)065,521+65,52103,8171.07%+3,817
TRAVELERS COMPANIES INC(TRV)014,099+14,09903,7721.05%+3,772
TWILIO INC(TWLO)030,063+30,06303,7391.04%+3,739
FOX CORP(FOX)062,642+62,64203,5100.98%+3,510
CBOE GLOBAL MKTS INC(CBOE)014,451+14,45103,3700.94%+3,370
AES CORP(AES)0306,293+306,29303,2220.90%+3,222
EBAY INC.(EBAY)20,61253,996+33,3841,3964,0211.12%+2,624
CAPITAL ONE FINL CORP(COF)011,381+11,38102,4210.68%+2,421
CARVANA CO(CVNA)06,316+6,31602,1280.59%+2,128
PROSHARES TR
SHORT QQQ
84,155158,103+73,9483,4205,3241.49%+1,904
COHERENT CORP(COHR)20,47034,723+14,2531,3293,0980.87%+1,768
PROGRESSIVE CORP(PGR)3,1489,411+6,2638912,5110.70%+1,621
VERTIV HOLDINGS CO(VRT)029,520+29,52003,7911.06%+3,791
PAYPAL HLDGS INC(PYPL)021,257+21,25701,5800.44%+1,580
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
027,386+27,38601,5370.43%+1,537
NVIDIA CORPORATION(NVDA)30,30830,30803,2854,7881.34%+1,504
TTM TECHNOLOGIES INC(TTMI)036,761+36,76101,5010.42%+1,501
APTARGROUP INC09,573+9,57301,4980.42%+1,498
ANTERO RESOURCES CORP(AR)036,693+36,69301,4780.41%+1,478
ISHARES TR137,537135,802-1,73513,75415,2104.25%+1,456
CINTAS CORP(CTAS)06,496+6,49601,4480.40%+1,448
CHEWY INC(CHWY)033,100+33,10001,4110.39%+1,411
META PLATFORMS INC(META)9,0468,804-2425,2146,4981.81%+1,284
COMSTOCK RES INC(CRK)045,640+45,64001,2630.35%+1,263
AXCELIS TECHNOLOGIES INC018,067+18,06701,2590.35%+1,259
MYR GROUP INC DEL(MYRG)06,791+6,79101,2320.34%+1,232
VITAL FARMS INC031,387+31,38701,2090.34%+1,209
TRANSMEDICS GROUP INC(TMDX)08,796+8,79601,1790.33%+1,179
NETFLIX INC(NFLX)5,5764,755-8215,2006,3681.78%+1,168
KENNAMETAL INC(KMT)050,674+50,67401,1630.32%+1,163
BROADCOM INC(AVGO)6,4008,099+1,6991,0722,2320.62%+1,161
STANDARD MTR PRODS INC(SMP)037,187+37,18701,1420.32%+1,142
INTEGER HLDGS CORP(ITGR)09,088+9,08801,1180.31%+1,118
GULFPORT ENERGY CORP(GPOR)05,538+5,53801,1140.31%+1,114
SKYWEST INC(SKYW)010,582+10,58201,0900.30%+1,090
ENTERPRISE FINL SVCS CORP(EFSC)019,692+19,69201,0850.30%+1,085
NORTHWEST BANCSHARES INC MD(NWBI)082,688+82,68801,0570.30%+1,057
VERACYTE INC(VCYT)038,885+38,88501,0510.29%+1,051
PEDIATRIX MEDICAL GROUP INC(MD)069,791+69,79101,0020.28%+1,002
SPROTT PHYSICAL SILVER TR(PSLV)081,780+81,78001,0010.28%+1,001
TRANE TECHNOLOGIES PLC(TT)011,907+11,90705,2081.45%+5,208
ISHARES TR267,496264,096-3,40015,76616,7654.68%+999
EVERQUOTE INC(EVER)039,893+39,89309650.27%+965
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
06,715+6,71509510.27%+951
CROWN HLDGS INC(CCK)40,84544,347+3,5023,6464,5671.28%+920
ISHARES INC
CORE MSCI EMKT
0155,108+155,10809,3112.60%+9,311
FIRST TR EXCHANGE TRADED FD
NASDQ FOD BVRG
041,279+41,27909160.26%+916
TENET HEALTHCARE CORP(THC)26,92825,754-1,1743,6224,5331.27%+911
JPMORGAN CHASE & CO.(JPM)21,45021,106-3445,2626,1191.71%+857
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
012,460+12,46007450.21%+745
GLOBAL X FDS
GBL X BLOCKCHAIN
014,134+14,13407450.21%+745
DIREXION SHS ETF TR
DAILY AAPL BR 1X
041,613+41,61307300.20%+730
AMPHENOL CORP NEW54,96543,798-11,1673,6064,3261.21%+720
AFFIRM HLDGS INC(AFRM)33,56632,268-1,2981,5172,2310.62%+714
DIREXION SHS ETF TR0141,203+141,20306580.18%+658
ABRDN PLATINUM ETF TRUST05,091+5,09106260.17%+626
CROWDSTRIKE HLDGS INC(CRWD)3,6273,62701,2791,8470.52%+568
AMGEN INC(AMGN)01,974+1,97405510.15%+551
ISHARES TR
CORE MSCI EAFE
49,55751,008+1,4513,7494,2581.19%+509
ISHARES BITCOIN TRUST ETF(IBIT)031,711+31,71101,9410.54%+1,941
TECHNIPFMC PLC(FTI)082,738+82,73802,8490.80%+2,849
HUNTINGTON BANCSHARES INC(HBAN)027,485+27,48504610.13%+461
RESMED INC(RMD)014,411+14,41103,7181.04%+3,718
MORGAN STANLEY(MS)19,38219,146-2362,2612,6970.75%+436
ISHARES INC085,777+85,77703,9631.11%+3,963
NORTHROP GRUMMAN CORP(NOC)0850+85004250.12%+425
WELLTOWER INC(WELL)02,757+2,75704240.12%+424
MICROCHIP TECHNOLOGY INC.(MCHP)05,973+5,97304200.12%+420
ALPHABET INC(GOOG)021,468+21,46803,7831.06%+3,783
OMNICOM GROUP INC(OMC)05,832+5,83204200.12%+420
EMERSON ELEC CO(EMR)03,088+3,08804120.11%+412
YUM BRANDS INC(YUM)02,704+2,70404010.11%+401
MICROSOFT CORP(MSFT)3,2783,264-141,2311,6240.45%+393
CF INDS HLDGS INC(CF)04,214+4,21403880.11%+388
BOSTON SCIENTIFIC CORP(BSX)03,600+3,60003870.11%+387
LEIDOS HOLDINGS INC(LDOS)018,877+18,87702,9780.83%+2,978
UIPATH INC(PATH)098,536+98,53601,2610.35%+1,261
WOODWARD INC(WWD)07,569+7,56901,8550.52%+1,855
STRATEGIC ED INC(STRA)012,617+12,61701,0740.30%+1,074
VANGUARD INDEX FDS04,488+4,48802,5490.71%+2,549
PHILIP MORRIS INTL INC(PM)01,918+1,91803490.10%+349
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,005+4,00503400.09%+340
ITRON INC(ITRI)12,58612,504-821,3191,6460.46%+327
SCHWAB STRATEGIC TR0151,485+151,48504,5661.28%+4,566
SPDR SERIES TRUST
SP O&G EXPL PRO
02,504+2,50403150.09%+315
BJS RESTAURANTS INC(BJRI)29,87129,441-4301,0231,3130.37%+290
NATIONAL VISION HLDGS INC(EYE)87,13960,722-26,4171,1141,3970.39%+284
AMAZON COM INC(AMZN)9,3349,33401,7762,0480.57%+272
ARISTA NETWORKS INC(ANET)02,574+2,57402630.07%+263
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
083,863+83,86303,3640.94%+3,364
CARPENTER TECHNOLOGY CORP(CRS)05,274+5,27401,4580.41%+1,458
3M CO(MMM)01,475+1,47502250.06%+225
BRINKER INTL INC(EAT)07,540+7,54001,3600.38%+1,360
CATERPILLAR INC(CAT)0550+55002140.06%+214
SPROTT PHYSICAL GOLD TR(PHYS)076,029+76,02901,9270.54%+1,927
PHIBRO ANIMAL HEALTH CORP(PAHC)052,170+52,17001,3320.37%+1,332
AXOS FINANCIAL INC(AX)017,078+17,07801,2990.36%+1,299
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