Fund HoldingsMatisse Capital

Total Portfolio Value
$189.62M
Total Bought
$10.44M
Total Sold
$16.20M
Net Transaction
-$5.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CHINA FD INC13,924104,905+90,9811661,3470.71%+1,181
EUROPEAN EQUITY FD INC80,898188,070+107,1726591,7110.90%+1,053
SPROUTS FMRS MKT INC(SFM)16,76820,668+3,9002,1313,1551.66%+1,024
GABELLI GLOBAL SMALL & MID C(GGZ)071,849+71,84908620.45%+862
ARS PHARMACEUTICALS INC055,714+55,71407010.37%+701
HIGHLAND GLOBAL ALLOCATION F0393,000+393,00003,2741.73%+3,274
TEMPLETON DRAGON FD INC329,000342,000+13,0002,7933,3171.75%+524
ASCENDIS PHARMA A/S(ASND)029,674+29,67404,6252.44%+4,625
HIGHLAND OPPS & INCOME FD0583,387+583,38703,0341.60%+3,034
ROYCE GLOBAL TRUST INC(RGT)032,942+32,94203460.18%+346
MEXICO FD INC0205,000+205,00002,9171.54%+2,917
PALANTIR TECHNOLOGIES INC(PLTR)04,000+4,00003380.18%+338
INTERACTIVE BROKERS GROUP IN(IBKR)02,000+2,00003310.17%+331
JAPAN SMALLER CAPITALIZATION(JOF)362,000362,00002,7773,0371.60%+261
TEMPLETON EMERGING MKTS FD27,80044,430+16,6303325710.30%+239
SRH TOTAL RETURN FUND INC(STEW)180,000180,00002,8843,1051.64%+221
VERONA PHARMA PLC14,40013,794-6066698760.46%+207
MEXICO EQUITY & INCOME FD0237,827+237,82702,0741.09%+2,074
ELEVANCE HEALTH INC(ELV)02,350+2,35001,0220.54%+1,022
MORGAN STANLEY CHINA A SH FD0233,000+233,00003,0481.61%+3,048
KOREA FD INC15,76421,710+5,9462914330.23%+143
BERKSHIRE HATHAWAY INC DEL1,6761,67607608930.47%+133
EXXON MOBIL CORP010,534+10,53401,2530.66%+1,253
WESTERN AST INFL LKD OPP & I(WIW)0230,533+230,53302,0261.07%+2,026
CENTRAL & EASTERN EUROPE FD(CEE)33,99533,99503714910.26%+119
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
044,100+44,10001,2840.68%+1,284
VISA INC(V)3,6983,638-601,1691,2750.67%+106
COSTCO WHSL CORP NEW(COST)1,7561,806+501,6091,7080.90%+99
INTEL CORP(INTC)10,95913,985+3,0262203180.17%+98
PIMCO CALIF MUN INCOME FD II014,833+14,8330970.05%+97
SPDR S&P 500 ETF TR(SPY)726928+2024265190.27%+93
STERIS PLC(STE)03,397+3,39707700.41%+770
BNY MELLON MUN BD INFRASTRUC0314,245+314,24503,3221.75%+3,322
BLACKROCK MUN TARGET TERM TR(BTT)100,739100,73902,0742,1391.13%+64
MORGAN STANLEY EMERGING MKTS(EDD)0361,421+361,42101,6990.90%+1,699
DEERE & CO(DE)1,2821,280-25436010.32%+58
LINCOLN NATL CORP IND(LNC)13,50013,50004284850.26%+57
ISHARES TR
CORE DIV GRWTH
0115,064+115,06407,1093.75%+7,109
BRANDYWINEGBL GBL INCM OPP F(BWG)0149,900+149,90001,2520.66%+1,252
ISHARES TR
CORE MSCI INTL
09,714+9,71406690.35%+669
NUTRIEN LTD(NTR)10,25610,25604595090.27%+50
FISERV INC(FISV)3,2483,24806677170.38%+50
CHEVRON CORP NEW(CVX)2,1762,180+43153650.19%+49
CLEARBRIDGE ENERGY MIDSTRM O(EMO)014,835+14,83507360.39%+736
VANGUARD BD INDEX FDS032,732+32,73202,5061.32%+2,506
ISHARES TR022,990+22,99001,0050.53%+1,005
SCHWAB CHARLES CORP(SCHW)13,52013,270-2501,0011,0390.55%+38
JPMORGAN CHASE & CO.(JPM)4,5814,631+501,0981,1360.60%+38
TRACTOR SUPPLY CO(TSCO)018,290+18,29001,0080.53%+1,008
FLAHERTY & CRUMRINE PFD INCO0170,775+170,77501,5750.83%+1,575
STARBUCKS CORP(SBUX)5,0685,078+104624980.26%+36
VANGUARD TAX-MANAGED FDS012,113+12,11306160.32%+616
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
039,760+39,76001,0760.57%+1,076
ABRDN EMERGING MARKETS EX CH0116,975+116,97505800.31%+580
JOHNSON & JOHNSON(JNJ)1,8651,820-452703020.16%+32
MASTERCARD INCORPORATED(MA)1,3281,329+16997280.38%+29
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
7,0007,00002482760.15%+27
BLACKROCK MUNIYIELD MICH QU0110,749+110,74901,2600.66%+1,260
BNY MELLON STRATEGIC MUNS IN0273,100+273,10001,6710.88%+1,671
ISHARES TR014,300+14,30001,2950.68%+1,295
BANK NEW YORK MELLON CORP2,9402,94002262470.13%+21
UNION PAC CORP(UNP)2,2912,29105225410.29%+19
VANECK ETF TRUST
JP MRGAN EM LOC
024,900+24,90005940.31%+594
WESTERN ASST INFLTN LKD INM
COM SH BEN INT
53,25453,25404264440.23%+18
BLACKROCK MUNIHLDGS NJ QLTY(MUJ)0100,700+100,70001,1330.60%+1,133
NIKE INC(NKE)010,060+10,06006390.34%+639
RIVERNORTH DOUBLELINE STRATE0188,013+188,01301,6130.85%+1,613
PIMCO NEW YORK MUN INCOME FD0230,000+230,00001,7230.91%+1,723
CISCO SYS INC(CSCO)5,0075,011+42963090.16%+13
NETFLIX INC(NFLX)28028002502610.14%+12
JOHNSON CTLS INTL PLC
SHS
9,7059,70507667770.41%+11
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
10,25210,438+1862602700.14%+10
FLAHERTY & CRUMRINE PFD SECS23,90723,90703713810.20%+10
MATTHEWS ASIA FDS15,92815,92804364460.24%+9
GENERAL DYNAMICS CORP(GD)01,000+1,00002730.14%+273
VANGUARD INTL EQUITY INDEX F7,1077,10703133220.17%+9
DESTRA MULTI-ALTERNATIVE FD0395,307+395,30703,3521.77%+3,352
ETF SER SOLUTIONS
DEFIA QUANT ETF
3,9334,383+4503193270.17%+8
VIRTUS GLOBAL MULTI-SECTOR I071,295+71,29505520.29%+552
NEUBERGER BERMAN MUN FD INC(NBH)0135,900+135,90001,4130.75%+1,413
UNITEDHEALTH GROUP INC(UNH)0911+91104770.25%+477
ISHARES TR2,0082,009+13723780.20%+6
BLACKROCK MUNIHLDNGS CALI QL(MUC)078,600+78,60008420.44%+842
WESTERN ASSET EMERGING MKTS
COM
23,22623,22602232300.12%+6
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
7,2007,20002973030.16%+6
MATTHEWS ASIA FDS011,700+11,70003430.18%+343
SCHWAB STRATEGIC TR8,5038,50302222260.12%+4
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
6,5006,50003053090.16%+4
VANGUARD WORLD FD
FINANCIALS ETF
5,9115,871-406987010.37%+3
J P MORGAN EXCHANGE TRADED F
INCOME ETF
6,7006,70003063090.16%+3
WESTERN ASSET MANAGED MUNS F29,65029,65003023050.16%+3
VANGUARD INTL EQUITY INDEX F2,3372,33702682700.14%+3
PIMCO CALIF MUN INCOME FD
COM
073,452+73,45206500.34%+650
ABRDN NATL MUN INCOME FD0170,000+170,00001,7240.91%+1,724
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
4,0304,000-303143160.17%+1
NUVEEN PENNSYLVANIA QLT MUN034,440+34,44003860.20%+386
MFS HIGH INCOME MUN TR
SH BEN INT
73,09073,09002692700.14%+1
ALLSPRING GLOBAL DIVIDEND OP27,51127,51101371360.07%-1
FRANKLIN TEMPLETON ETF TR
INTL AGGREGTE BD
15,60015,60003163150.17%-1
BNY MELLON STRATEGIC MUN BD32,63032,63001901880.10%-1
Page 1 of 1