Fund Holdings — Next Capital Management LLC

Total Portfolio Value
$299.62M
Total Bought
$35.64M
Total Sold
$14.44M
Net Transaction
+$21.20M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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MIDCAP FINL INVESTME(MFIC)725,4011,341,585+616,1849,15516,0865.37%+6,931
BLACKROCK TCP CAP CORP1,134,8262,401,416+1,266,5908,73814,8894.97%+6,151
ISHARES CORE S&P 500 ETF64,14968,699+4,55039,83045,98015.35%+6,150
ISHARES CORE MSCI EMERGING ETF
CORE MSCI EMKT
82,147106,775+24,6284,9317,0392.35%+2,107
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
116,335134,457+18,1229,71211,7393.92%+2,028
ISHARES RUSSELL 1000 GROWTH ETF18,16719,225+1,0587,7149,0053.01%+1,292
ISHARES CORE S&P SMALL CAP ETF37,94944,138+6,1894,1475,2451.75%+1,098
VANGUARD TOTAL STOCK MARKET ETF26,56327,256+6938,0738,9452.99%+872
ISHARES S&P 500 GROWTH ETF47,77350,548+2,7755,2606,1022.04%+842
ISHARES RUSSELL 1000 VALUE ETF21,29523,894+2,5994,1364,8651.62%+729
SCHWAB FUNDMNTL US LARGECOM ETF85,158105,168+20,0102,0902,7660.92%+676
NVIDIA CORP(NVDA)27,03326,443-5904,2714,9341.65%+663
INVSC QQQ TRUST SRS 1 ETF21,80021,084-71612,02612,6584.22%+632
AMAZON.COM INC(AMZN)43,96746,594+2,6279,64610,2313.41%+585
ASTERA LABS INC(ALAB)5,1825,18204691,0150.34%+546
ISHARES CORE S&P MID CAPETF65,68270,191+4,5094,0744,5811.53%+507
Rayonier Advanced Ma(RYAM)066,245+66,24504780.16%+478
MONGODB INC CLASS A(MDB)4,2974,29709021,3340.45%+431
iShares Core MSCI Totl Intl STCK ETF
CORE MSCI TOTAL
04,962+4,96204100.14%+410
ALPHABET INC CLASS C(GOOG)6,7846,569-2151,2031,6000.53%+396
KRANESHARES CSI CHINA INTERNET ETF49,02049,02001,6832,0590.69%+376
CHARLES SCHWAB US MC ETF(SCHW)16,68426,840+10,1561,5221,8940.63%+372
SPDR S&P 500 ETF(SPY)5,7765,848+723,5713,8981.30%+327
SCHWAB US SMALL CAP ETF117,399117,383-162,9703,2751.09%+305
VANGUARD GROWTH ETF4,9425,152+2102,1672,4710.82%+304
VANECK GOLD MINERS ETF
GOLD MINERS ETF
11,75211,75206128980.30%+286
ALPHABET INC CLASS CLASS A(GOOG)6,9726,186-7861,2291,5040.50%+275
AB INTERNATIONAL LOW VOLATILITY EQUITY ETF
INTL LOW VOLATLT
06,013+6,01302560.09%+256
CATERPILLAR INC(CAT)0535+53502550.09%+255
BECTON DICKINSON & CO(BDX)01,290+1,29002410.08%+241
GLOBAL X FUND GLB X ART INTL TGY ETF
ARTIFICIAL ETF
04,700+4,70002320.08%+232
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
2,7552,75501,8272,0570.69%+230
ISHARES CORE S&P US VALUE ETF13,54715,002+1,4551,2821,4990.50%+218
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
8,1488,338+1901,8502,0610.69%+210
WEC ENERGY GROUP INC(WEC)01,806+1,80602070.07%+207
SPDR S&P BIOTECH ETF
ST STR SP BIOT
02,000+2,00002000.07%+200
VANGUARD FTSE DEVELOPED MARKETS ETF13,53216,023+2,4917719600.32%+189
ISHARES MSCI EMERGING MARKETS ETF34,50034,507+71,6641,8430.62%+178
JPMORGAN ULTRA SHORT INCOME ETF
ULTRA SHRT ETF
20,18523,682+3,4971,0231,2010.40%+178
JOHNSON & JOHNSON(JNJ)5,7835,579-2048831,0340.35%+151
VANGUARD DIVIDEND APPRECIATION ETF13,34213,349+72,7312,8800.96%+150
BERKSHIRE HATHAWAY CLASS B8,4498,44904,1044,2481.42%+143
DIREXN DLY ARSPC DFNS BL3X SHRS ETF4,0005,000+1,0002083440.11%+136
TECHNOLOGY SELECT SECTORSPDR ETF
ST STR TECHN ETF
3,9714,027+561,0061,1350.38%+129
ISHARES RUSSELL 2000 ETF4,4174,440+239531,0740.36%+121
Terawulf Inc Com(WULF)010,525+10,52501200.04%+120
SCHWAB US LARGE CAP ETF119,505115,411-4,0942,9213,0401.01%+119
TRIMAS CORP(TRS)11,50011,50003294440.15%+115
WALMART INC(WMT)20,60020,60002,0142,1230.71%+109
HONEYWELL INTL INC(HON)1,3421,992+6503134190.14%+107
VANGUARD LARGE CAP ETF4,5094,50901,2861,3880.46%+102
BLACKSTONE INC(BX)4,5264,539+136777760.26%+99
PALANTIR TECHNOLOGIES INCLASS A(PLTR)1,6821,68202293070.10%+78
HOME DEPOT INC(HD)1,9931,99307318080.27%+77
VANGUARD VALUE ETF2,7653,031+2664895660.19%+77
BROOKFIELD CORP FCLASS A(BN)10,50010,50006497200.24%+71
ISHARES MICRO CAP ETF3,1233,12303994660.16%+67
SCHWAB US BROAD MARKET ETF32,92633,021+957858490.28%+64
PARKER-HANNIFIN CORP(PH)1,0351,03507237850.26%+62
VANGUARD HIGH DIVIDEND YIELD ETF7,7787,77801,0371,0960.37%+59
SCHWAB US DIVIDEND EQUITY ETF39,00739,869+8621,0341,0880.36%+55
SELECT STR FINANCIAL SELECT SPDR ETF
ST STR FINL ETF
32,43432,532+981,6991,7530.58%+54
GOLDMAN SACHS GROUP INC(GS)1,5191,415-1041,0731,1270.38%+54
CRITICAL METALS CORP. F(CRML)19,98219,9820721240.04%+53
Achieve Life016,130+16,1300510.02%+51
BERKSHIRE HATHAWAY INC DCLASS A2201,4581,5080.50%+51
VANGUARD FTSE EMERGING MARKETS ETF9,9649,941-234935390.18%+46
ISHARES RUSSELL MID CAP VALUE ETF2,0302,246+2162683140.10%+45
ARK GENOMIC REVOLUTION ETF
GENOMIC REV ETF
13,04613,04603183620.12%+45
AMERICAN ELEC PWR CO INC5,0755,07505275710.19%+44
GE VERNOVA INC(GEV)508506-22693110.10%+42
TELEFLEX INC(TFX)10,42310,42301,2341,2750.43%+42
ISHARES MSCI EAFE ETF10,21610,21609139540.32%+41
ISHARES MSCI ACWI EX US ETF9,9599,95906076470.22%+41
ALTRIA GROUP INC(MO)5,0765,07602983350.11%+38
ISHARES S&P SMALL CAP 600 ETF3,2303,23003213570.12%+36
ISHARES RUSSELL MID CAP GROWTH ETF9,2309,235+51,2801,3150.44%+35
ISHARES RUSSELL 1000 ETF12,73411,917-8174,3244,3561.45%+32
QUALCOMM INC(QCOM)3,2163,21605125350.18%+23
VANGUARD TOTAL WORLD STOCK ETF2,3642,36403043260.11%+22
PHILLIPS 66(PSX)1,8001,738-622152360.08%+22
CARIBOU BIOSCIENCES INC(CRBU)20,00020,000025470.02%+21
ELI LILLY AND CO(LLY)1,7041,768+641,3281,3490.45%+21
BEYOND MEAT INC(BYND)010,043+10,0430190.01%+19
XTRACKERS MSCI EAFE HDGDEQY ETF6,3316,33102772940.10%+17
ECOLAB INC(ECL)3,7753,77501,0171,0340.35%+17
ERMENEGILDO ZEGNA N V F
ORD SHS
18,27518,27501561730.06%+16
FIRST TRUST NORTH AMERICAN ENERG ETF
NO AMER ENERGY
19,34519,34507267410.25%+15
TALGA GROUP LTD ORDF050,000+50,0000150.00%+15
ABBVIE INC(ABBV)1,8771,564-3133483620.12%+14
INVSC S P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
1,6141,61402933060.10%+13
ISHARES US ENERGY ETF5,5005,50002492610.09%+13
TRAVELERS COS INC(TRV)1,0041,00402692800.09%+12
SERVE ROBOTICS INC(SERV)16,42516,42501881910.06%+3
WILLIAMS COS INC(WMB)4,6454,64502922940.10%+3
MAYS J W INC(MAYS)7,3267,32602782780.09%0
VIRTUS STONE HARBOR EMG(EDF)10,00010,000051510.02%0
CYTODYN INC(CYDY)32,50032,5000980.00%-0
ILLUMINA INC(ILMN)3,5783,57803413400.11%-2
DOCGO INC(DCGO)15,00015,000024200.01%-3
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Next Capital Management LLC — 13F Holdings — Q3 2025 | TickerTrail