Fund HoldingsMatisse Capital

Total Portfolio Value
$211.53M
Total Bought
$24.16M
Total Sold
$14.61M
Net Transaction
+$9.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
KAYNE ANDERSON ENERGY INFRST(KYN)0222,839+222,83902,8351.34%+2,835
CHINA FD INC104,905243,000+138,0951,3473,6181.71%+2,271
PIMCO CALIF MUN INCOME FD II14,833379,553+364,720972,3651.12%+2,268
ROYCE GLOBAL TRUST INC(RGT)32,942216,469+183,5273462,6041.23%+2,258
KOREA FD INC21,71082,265+60,5554332,2151.05%+1,782
FEDERATED HERMES PREM MUNI I0128,815+128,81501,3710.65%+1,371
MICROSOFT CORP(MSFT)015,523+15,52307,7223.65%+7,722
TAIWAN FD INC084,000+84,00003,7641.78%+3,764
BOEING CO(BA)04,227+4,22708860.42%+886
NEXPOINT DIVERSIFIED REL ET0819,900+819,90003,4351.62%+3,435
MEXICO FD INC205,000205,00002,9173,6021.70%+685
PIMCO CALIF MUN INCOME FD
COM
73,452151,306+77,8546501,3000.61%+650
RIVERNORTH FLEXIBLE MUNI INC049,190+49,19006220.29%+622
PIMCO ETF TR
25YR+ ZERO U S
08,700+8,70005840.28%+584
NVIDIA CORPORATION(NVDA)08,649+8,64901,3660.65%+1,366
META PLATFORMS INC(META)03,291+3,29102,4291.15%+2,429
AMAZON COM INC(AMZN)013,395+13,39502,9391.39%+2,939
EATON CORP PLC(ETN)05,145+5,14501,8370.87%+1,837
SOFI TECHNOLOGIES INC(SOFI)075,310+75,31001,3710.65%+1,371
DOVER CORP(DOV)02,313+2,31304240.20%+424
MEXICO EQUITY & INCOME FD237,827237,82702,0742,4901.18%+416
CENTRAL SECS CORP(CET)065,000+65,00003,1111.47%+3,111
ETF SER SOLUTIONS
DEFIA QUANT ETF
04,303+4,30303950.19%+395
INTERACTIVE BROKERS GROUP IN(IBKR)2,00012,000+10,0003316650.31%+334
NETFLIX INC(NFLX)280430+1502615760.27%+315
BERKSHIRE HATHAWAY INC DEL1,6762,483+8078931,2060.57%+314
NEUBERGER BERMAN NEXT GENERA(NBXG)0129,790+129,79001,8950.90%+1,895
PALANTIR TECHNOLOGIES INC(PLTR)4,0004,600+6003386270.30%+289
ARS PHARMACEUTICALS INC55,71456,714+1,0007019900.47%+289
PFIZER INC(PFE)011,627+11,62702820.13%+282
LAM RESEARCH CORP(LRCX)024,670+24,67002,4011.14%+2,401
AECOM(ACM)012,611+12,61101,4230.67%+1,423
ISHARES TR
CORE DIV GRWTH
115,064115,133+697,1097,3623.48%+253
JOHNSON CTLS INTL PLC
SHS
9,7059,70507771,0250.48%+248
VANGUARD INDEX FDS09,554+9,55402,6461.25%+2,646
WESTERN ASSET EMERGING MKTS
COM
23,22645,659+22,4332304590.22%+229
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
04,200+4,20002280.11%+228
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,607+3,60708170.39%+817
ALPHABET INC(GOOG)014,776+14,77602,6041.23%+2,604
VANECK ETF TRUST
SEMICONDUCTR ETF
0780+78002180.10%+218
EUROPEAN EQUITY FD INC188,070188,07001,7111,9240.91%+213
DESTRA MULTI-ALTERNATIVE FD395,307407,000+11,6933,3523,5611.68%+209
JPMORGAN CHASE & CO.(JPM)4,6314,63101,1361,3430.63%+207
TORTOISE SUSTAINABLE & SOCIA0227,000+227,00002,7801.31%+2,780
CLOUGH GLOBAL OPPORTUNITIES0490,128+490,12802,6611.26%+2,661
ASCENDIS PHARMA A/S(ASND)29,67427,942-1,7324,6254,8232.28%+198
COSTCO WHSL CORP NEW(COST)1,8061,913+1071,7081,8930.90%+186
HIGHLAND OPPS & INCOME FD583,387617,000+33,6133,0343,2081.52%+175
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
44,10044,10001,2841,4510.69%+167
NETAPP INC(NTAP)08,699+8,69909270.44%+927
MORGAN STANLEY CHINA A SH FD233,000233,00003,0483,2101.52%+162
HIGHLAND GLOBAL ALLOCATION F393,000393,00003,2743,4211.62%+147
SPROUTS FMRS MKT INC(SFM)20,66820,042-6263,1553,3001.56%+145
GDL FD(GDL)016,947+16,94701410.07%+141
EAGLE CAP GROWTH FD INC012,860+12,86001270.06%+127
MORGAN STANLEY EMERGING MKTS(EDD)361,421355,711-5,7101,6991,8210.86%+123
ANALOG DEVICES INC(ADI)03,406+3,40608110.38%+811
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
39,76039,76001,0761,1920.56%+117
ABRDN EMERGING MARKETS EX CH116,975116,97505806950.33%+115
ISHARES TR
FUTU AI TECH ETF
012,961+12,96105310.25%+531
WALMART INC(WMT)010,617+10,61701,0380.49%+1,038
PROCEPT BIOROBOTICS CORP(PRCT)020,360+20,36001,1730.55%+1,173
ISHARES TR22,99022,99001,0051,1090.52%+104
TEMPLETON DRAGON FD INC342,000342,00003,3173,4171.62%+99
VERONA PHARMA PLC13,79410,294-3,5008769740.46%+98
GABELLI GLOBAL SMALL & MID C(GGZ)71,84971,84908629570.45%+95
BLACKROCK INC(BLK)0940+94009860.47%+986
VANGUARD INDEX FDS010,652+10,65202,0770.98%+2,077
NUTRIEN LTD(NTR)10,25610,25605095970.28%+88
WISDOMTREE TR(WT)011,518+11,51806360.30%+636
SRH TOTAL RETURN FUND INC(STEW)180,000180,00003,1053,1821.50%+77
TEMPLETON EMERGING MKTS FD44,43044,43005716480.31%+77
SPDR S&P 500 ETF TR(SPY)928961+335195940.28%+75
VANGUARD TAX-MANAGED FDS12,11312,11306166910.33%+75
INVESCO QQQ TR0848+84804680.22%+468
BLACKROCK MUN TARGET TERM TR(BTT)100,739100,73902,1392,2051.04%+66
ISHARES TR
CORE MSCI INTL
9,7149,632-826697320.35%+63
CLOUGH GLOBAL EQUITY FD
COM
073,483+73,48305230.25%+523
ISHARES TR0907+90703850.18%+385
SCHWAB CHARLES CORP(SCHW)13,27012,010-1,2601,0391,0960.52%+57
VANGUARD INDEX FDS0804+80403520.17%+352
MATTHEWS ASIA FDS15,92815,92804464970.24%+52
DEERE & CO(DE)1,2801,28006016510.31%+50
VANGUARD WORLD FD
INF TECH ETF
0412+41202730.13%+273
CLOUGH GLOBAL DIVID & INCOME0241,195+241,19501,3690.65%+1,369
NIKE INC(NKE)10,0609,650-4106396860.32%+47
VANGUARD INDEX FDS01,183+1,18306720.32%+672
STERIS PLC(STE)3,3973,39707708160.39%+46
VANGUARD WORLD FD
FINANCIALS ETF
5,8715,87107017470.35%+46
VANGUARD INTL EQUITY INDEX F2,3372,33702703140.15%+44
MATTHEWS ASIA FDS11,70011,70003433800.18%+37
VANECK ETF TRUST
JP MRGAN EM LOC
24,90024,90005946310.30%+37
CENTRAL & EASTERN EUROPE FD(CEE)33,99533,99504915280.25%+37
CISCO SYS INC(CSCO)5,0114,950-613093430.16%+34
ENERGY FUELS INC(UUUU)016,503+16,5030950.04%+95
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
10,43810,43802703020.14%+32
ISHARES TR0538+53803340.16%+334
GENERAL AMERN INVS CO INC(GAM)05,300+5,30002970.14%+297
VANGUARD INTL EQUITY INDEX F7,1077,10703223520.17%+30
ISHARES TR14,30014,30001,2951,3240.63%+29
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