Fund HoldingsISLAY CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$170.10M
Total Bought
$24.05M
Total Sold
$34.46M
Net Transaction
-$10.42M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
065,231+65,23105,9613.50%+5,961
ISHARES TR021,894+21,89402,1081.24%+2,108
SPDR SERIES TRUST
ST LON TREAS ETF
049,767+49,76701,3170.77%+1,317
ANGEL OAK FUNDS TRUST
INCOME ETF
27,20089,150+61,9505691,8571.09%+1,288
PIMCO ETF TR
INV GRD CRP BD
48,89561,921+13,0264,8226,0593.56%+1,237
DOLLAR GEN CORP NEW(DG)07,660+7,66001,0170.60%+1,017
SCIENCE APPLICATIONS INTL CO(SAIC)09,646+9,64609710.57%+971
REINSURANCE GRP OF AMERICA I(RGA)04,377+4,37708910.52%+891
ELEVANCE HEALTH INC FORMERLY(ELV)02,472+2,47208670.51%+867
SMITHFIELD FOODS INC(SFD)038,412+38,41208580.50%+858
PILGRIMS PRIDE CORP(PPC)021,829+21,82908510.50%+851
WABASH NATL CORP098,364+98,36408510.50%+851
ISHARES TR
CORE MSCI EAFE
23,27032,002+8,7322,0322,8631.68%+831
CENCORA INC6,1427,987+1,8451,9202,6981.59%+778
ALPHABET INC(GOOG)9,4819,439-422,3052,9541.74%+650
PAR PAC HOLDINGS INC(PARR)018,191+18,19106390.38%+639
EA SERIES TRUST
FREEDOM 100 EM
88,95888,761-1973,9424,5512.68%+609
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
129,974139,568+9,5945,7946,3523.73%+557
SPROTT ASSET MANAGEMENT LP(PSLV)57,12457,12408971,3510.79%+454
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
144,271152,077+7,8067,3797,7784.57%+399
SOUTHSTATE BK CORP04,097+4,09703860.23%+386
JOHNSON & JOHNSON(JNJ)9,66310,223+5601,7922,1161.24%+324
TRINET GROUP INC(TNET)7,62813,638+6,0105108060.47%+296
APPLE INC(AAPL)19,52919,358-1714,9735,2633.09%+290
FIDELITY MERRIMACK STR TR27,97134,020+6,0491,3431,6270.96%+285
HOME BANCSHARES INC(HOMB)09,548+9,54802650.16%+265
WELLS FARGO CO NEW(WFC)31,55531,072-4832,6452,8961.70%+251
UNIVERSAL INS HLDGS INC(UVE)024,736+24,73608360.49%+836
ALLISON TRANSMISSION HLDGS I(ALSN)19,98919,605-3841,6971,9191.13%+223
US FOODS HLDG CORP(USFD)010,177+10,17707670.45%+767
CARDINAL HEALTH INC(CAH)03,877+3,87707970.47%+797
FIDELITY COMWLTH TR15,10016,721+1,6211,3461,5280.90%+182
PROLOGIS INC.(PLD)17,44417,043-4011,9982,1761.28%+178
SPDR SERIES TRUST
ST STR SP600GRWO
01,700+1,70001600.09%+160
INVESCO EXCH TRADED FD TR II169,137176,513+7,3763,1433,2831.93%+141
SPROTT ASSET MANAGEMENT LP(PHYS)40,16140,16101,1901,3260.78%+137
AMAZON COM INC(AMZN)14,91414,613-3013,2753,3731.98%+98
APOLLO GLOBAL MGMT INC(APO)10,24210,052-1901,3651,4550.86%+90
EXXON MOBIL CORP17,47117,084-3871,9702,0561.21%+86
LOCKHEED MARTIN CORP(LMT)5,1485,438+2902,5702,6301.55%+60
OMEGA HEALTHCARE INVS INC(OHI)44,20943,336-8731,8671,9221.13%+55
F&G ANNUITIES & LIFE INC(FG)01,560+1,5600480.03%+48
SLB LIMITED(SLB)37,94435,214-2,7301,3041,3520.79%+47
MICRON TECHNOLOGY INC(MU)3503500591000.06%+41
SIMPLIFY EXCHANGE TRADED FUN
BARRIER INCOME
2,8004,275+1,475741120.07%+38
NUVEEN MUN VALUE FD INC(NUV)015,250+15,25001380.08%+138
NUTEX HEALTH INC(NUTX)0209+2090340.02%+34
SIMPLIFY EXCHANGE TRADED FUN
TARGE 15 ETF
2,8004,275+1,475741080.06%+34
INVESCO QQQ TR052+520320.02%+32
ISHARES TR15,77016,270+5001,2801,3120.77%+31
ATLAS ENERGY SOLUTIONS INC(AESI)03,000+3,0000280.02%+28
ALPS ETF TR
ALERIAN MLP
022,207+22,20701,0440.61%+1,044
NABORS INDUSTRIES LTD(NBR)0481+4810260.02%+26
GILDAN ACTIVEWEAR INC(GIL)0407+4070250.01%+25
CALUMET INC(CLMT)01,245+1,2450250.01%+25
SCHWAB STRATEGIC TR33,85833,85801,0801,1040.65%+24
CIMPRESS PLC(CMPR)0349+3490230.01%+23
RTX CORPORATION(RTX)1,3531,35302262480.15%+22
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
0440+4400210.01%+21
VANGUARD MALVERN FDS0265+2650210.01%+21
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
0300+3000200.01%+20
SCHWAB CHARLES CORP(SCHW)011,029+11,02901,1020.65%+1,102
PLAINS ALL AMERN PIPELINE L(PAA)018,300+18,30003290.19%+329
SPROTT ASSET MANAGEMENT LP5,0005,000068840.05%+16
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
0450+4500150.01%+15
I-80 GOLD CORP(IAUX)010,000+10,0000150.01%+15
SCHWAB STRATEGIC TR3,1573,657+5001051200.07%+14
CONSTELLATION BRANDS INC(STZ)0100+1000140.01%+14
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0175+1750130.01%+13
GMO ETF TRUST
US QUALITY ETF
0325+3250130.01%+13
GLOBAL X FDS
S&P 500 CATHOLIC
10,40610,40608438560.50%+12
VANGUARD INDEX FDS060+600110.01%+11
NOVAGOLD RES INC20,00020,00001761860.11%+10
VANGUARD INDEX FDS040+400100.01%+10
NORTHERN DYNASTY MINERALS LT(NAK)05,000+5,0000100.01%+10
WRAP TECHNOLOGIES INC04,000+4,0000100.01%+10
PRUDENTIAL FINL INC(PFH)0894+89401010.06%+101
RANI THERAPEUTICS HLDGS INC09,611+9,6110130.01%+13
ISHARES TR630630046530.03%+8
DMC GLOBAL INC01,000+1,000070.00%+7
MOODYS CORP(MCO)0183+1830930.05%+93
WISDOMTREE TR(WT)03,000+3,00001390.08%+139
COCA COLA CO(KO)01,300+1,3000910.05%+91
ISHARES TR40040001331370.08%+4
WALMART INC(WMT)0450+4500500.03%+50
QNITY ELECTRONICS INC(Q)042+42030.00%+3
IDAHO STRATEGIC RESOURCES500500017200.01%+3
JPMORGAN CHASE & CO.(JPM)0465+46501500.09%+150
SPDR GOLD TR(GLD)103100-337400.02%+3
VANECK ETF TRUST
RARE EAR STR ETF
350350023260.02%+3
DEERE & CO(DE)0315+31501470.09%+147
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0100+1000300.02%+30
RAYMOND JAMES FINL INC(RJF)015+15020.00%+2
DUTCH BROS INC(BROS)0250+2500150.01%+15
SPDR SERIES TRUST
ST STR SP600 SML
047+47020.00%+2
VALE S A01,000+1,0000130.01%+13
ISHARES TR1,4811,48101761780.10%+2
NUCOR CORP(NUE)012+12020.00%+2
ISHARES INC0250+250090.01%+9
SALESFORCE INC(CRM)060+600160.01%+16
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