Fund HoldingsNKCFO LLC

Total Portfolio Value
$227.4K
Total Bought
$60.8K
Total Sold
$50.4K
Net Transaction
+$10.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD MALVERN FDS0186,500+186,500093.97%+9
NVIDIA CORPORATION(NVDA)065,600+65,600093.87%+9
AMAZON COM INC(AMZN)130,910130,9100242912.63%+4
ISHARES GOLD TR(IAU)153,550229,200+75,6508114.99%+4
SOUTHWEST AIRLS CO(LUV)082,900+82,900031.23%+3
STATE STR CORP(STT)028,000+28,000031.21%+3
GILEAD SCIENCES INC(GILD)029,655+29,655031.20%+3
TRUIST FINL CORP(TFC)058,600+58,600031.12%+3
KINDER MORGAN INC DEL(KMI)474,800474,800010135.72%+3
EXPEDIA GROUP INC(EXPE)010,533+10,533020.86%+2
SPDR SER TR
ST STR SP REGBNK
021,000+21,000010.56%+1
AMERICAN SUPERCONDUCTOR CORP047,000+47,000010.51%+1
ALASKA AIR GROUP INC017,000+17,000010.48%+1
PLANET FITNESS INC(PLNT)011,000+11,000010.48%+1
APPLE INC(AAPL)56,55056,550013146.23%+1
LIQUIDITY SVCS INC(LQDT)026,500+26,500010.38%+1
BAKER HUGHES COMPANY(BKR)020,450+20,450010.37%+1
FINANCE OF AMERICA COMPAN029,000+29,000010.36%+1
FIDELITY WISE ORIGIN BITCOIN(FBTC)15,00020,000+5,000120.72%+1
PROSHARES TR II(AGQ)0102,500+102,500052.10%+5
SPIRE GLOBAL INC055,000+55,000010.34%+1
EQT CORP(EQT)016,000+16,000010.32%+1
UNITED AIRLS HLDGS INC(UAL)07,500+7,500010.32%+1
REMITLY GLOBAL INC(RELY)032,000+32,000010.32%+1
PLAYA HOTELS & RESORTS NV055,000+55,000010.31%+1
STARBUCKS CORP(SBUX)27,95037,350+9,400331.50%+1
BANCO MACRO SA(BMA)07,000+7,000010.30%+1
CHART INDS INC(GTLS)03,500+3,500010.29%+1
LIFE TIME GROUP HOLDINGS INC(LTH)030,000+30,000010.29%+1
Q2 HLDGS INC(QTWO)06,000+6,000010.27%+1
CBL & ASSOC PPTYS INC(CBL)020,000+20,000010.26%+1
REDDIT INC(RDDT)03,500+3,500010.25%+1
ATOUR LIFESTYLE HLDGS LTD(ATAT)020,000+20,000010.24%+1
ALPHA TEKNOVA INC060,000+60,000010.22%+1
INOTIV INC0115,000+115,000000.21%0
GLACIER BANCORP INC NEW(GBCI)09,000+9,000000.20%0
JD.COM INC(JD)012,000+12,000000.18%0
COMTECH TELECOMMUNICATIONS C0100,000+100,000000.18%0
NATURAL GROCERS BY VITAMIN C010,000+10,000000.17%0
ALLIED MOTION TECHNOLOGIES I015,000+15,000000.16%0
PRIMORIS SVCS CORP(PRIM)23,09522,135-960120.74%0
TASKUS INC020,000+20,000000.15%0
ADMA BIOLOGICS INC018,950+18,950000.14%0
CELESTICA INC(CLS)03,500+3,500000.14%0
CLOUDFLARE INC CL A(NET)03,000+3,000000.14%0
UP FINTECH HLDG LTD(TIGR)050,000+50,000000.14%0
ENERGY SVCS ACQUISITION CORP025,000+25,000000.14%0
CERENCE INC040,000+40,000000.14%0
GRUPO FINANCIERO GALICIA S.A(GGAL)05,000+5,000000.14%0
NATERA INC(NTRA)12,00011,530-470220.80%0
BELLRING BRANDS INC(BRBR)04,000+4,000000.13%0
VAIL RESORTS INC(MTN)01,500+1,500000.12%0
NETGEAR INC010,000+10,000000.12%0
ONESPAN INC015,000+15,000000.12%0
ARGAN INC01,800+1,800000.11%0
DELTA AIR LINES INC DEL(DAL)04,000+4,000000.11%0
SIMPLY GOOD FOODS CO(SMPL)06,000+6,000000.10%0
ETF OPPORTUNITIES TRUST
T REX 2X INVERSE
08,000+8,000000.10%0
UBIQUITI INC(UI)2,0002,0000010.29%0
TRIMBLE INC(TRMB)03,000+3,000000.09%0
ACI WORLDWIDE INC04,000+4,000000.09%0
COMPANHIA DE SANEAMENTO BASI(SBS)6,00019,000+13,000000.12%0
MERCADOLIBRE INC(MELI)0100+100000.07%0
AXON ENTERPRISE INC(AXON)0280+280000.07%0
COPART INC(CPRT)02,500+2,500000.06%0
UNITED THERAPEUTICS CORP DEL(UTHR)0375+375000.06%0
FRONTDOOR INC(FTDR)01,760+1,760000.04%0
UPWORK INC(UPWK)05,040+5,040000.04%0
ARGENX SE(ARGX)0110+110000.03%0
ALPHABET INC(GOOG)044,600+44,600083.71%+8
GRAYSCALE ETHEREUM TR ETH(ETHE)7,0007,0000000.09%0
DISNEY WALT CO(DIS)1,7491,7490000.09%0
ALLISON TRANSMISSION HLDGS I(ALSN)1,8501,8500000.09%0
GRAYSCALE ETHEREUM MINI TR E(ETH)0700+700000.01%0
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7007000000.06%0
CUMMINS INC(CMI)3753750000.06%0
COSTCO WHSL CORP NEW(COST)2102100000.08%0
VANGUARD INDEX FDS4004000000.05%0
INFOSYS LTD(INFY)4,5004,5000000.04%-0
EOG RES INC(EOG)19,05019,0500221.03%-0
DONALDSON INC(DCI)1,5451,5450000.05%-0
NOVO-NORDISK A S(NVO)0500+500000.02%0
JD.COM INC(JD)5850-58500-0
GRAYSCALE ETHEREUM MINI TR E17,0000-17,00000-0
HIMS & HERS HEALTH INC(HIMS)7,0003,500-3,500000.04%-0
NIKE INC(NKE)4,2574,2570000.14%-0
FREEPORT-MCMORAN INC(FCX)5,0005,0000000.08%-0
VANECK ETF TRUST
GOLD MINERS ETF
10,75010,7500000.16%-0
LANTHEUS HLDGS INC(LNTH)5900-59000-0
TEVA PHARMACEUTICAL INDS LTD(TEVA)3,6850-3,68500-0
PAYPAL HLDGS INC(PYPL)31,32527,825-3,500221.04%-0
SS&C TECHNOLOGIES HLDGS INC(SSNC)9450-94500-0
COUPANG INC(CPNG)3,3390-3,33900-0
MERCK & CO INC(MRK)7800-78000-0
MUELLER INDS INC(MLI)1,2650-1,26500-0
CHUBB LIMITED
COM
9,9759,9750331.21%-0
AIRSCULPT TECHNOLOGIES INC35,0000-35,00000-0
ARK 21SHARES BITCOIN ETF(ARKB)25,00015,000-10,000210.62%-0
PAYONEER GLOBAL INC(PAYO)25,0000-25,00000-0
VISTRA CORP(VST)1,7000-1,70000-0
Page 1 of 1