Fund HoldingsBOSUN ASSET MANAGEMENT, LLC

Total Portfolio Value
$87.17M
Total Bought
$10.18M
Total Sold
$21.74M
Net Transaction
-$11.57M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Call)1,2008,400+7,2005323,591+3,059
CBOE GLOBAL MKTS INC(CBOE)99,00097,801-1,19913,66315,27717.53%+1,614
SPDR S&P 500 ETF TR(SPY)(Put)03,600+3,60001,539+1,539
ISHARES TR07,900+7,90001,0711.23%+1,071
DARDEN RESTAURANTS INC(DRI)05,100+5,10007300.84%+730
US FOODS HLDG CORP(USFD)017,800+17,80007070.81%+707
GENERAL ELECTRIC CO(GE)06,800+6,80007520.86%+752
DELTA AIR LINES INC DEL(DAL)017,700+17,70006550.75%+655
ESSEX PPTY TR INC(ESS)6,1109,710+3,6001,4322,0592.36%+628
ORACLE CORP(ORCL)1,5727,477+5,9051877920.91%+605
RLJ LODGING TR(RLJ)010,376+10,37602500.29%+250
ELI LILLY & CO(LLY)2,6002,60001,2191,3971.60%+177
NVIDIA CORPORATION(NVDA)506806+3002143510.40%+137
ALPHABET INC(GOOG)12,20012,20001,4761,6091.85%+133
AMGEN INC(AMGN)2,4652,384-815476410.73%+93
ABBVIE INC(ABBV)9,0078,709-2981,2141,2981.49%+85
JUNIPER NETWORKS INC22,90727,789+4,8827187720.89%+55
CONOCOPHILLIPS(COP)3,3903,321-693513980.46%+47
CME GROUP INC(CME)2,8912,89105365790.66%+43
CATERPILLAR INC(CAT)2,0001,950-504925320.61%+40
RTX CORPORATION(RTX)2,4783,842+1,3642432770.32%+34
INTERNATIONAL BUSINESS MACHS(IBM)2,1002,10002812950.34%+14
GENERAL DYNAMICS CORP(GD)1,0001,00002152210.25%+6
BERKSHIRE HATHAWAY INC DEL1,8251,781-446226240.72%+2
TILRAY BRANDS INC000000
CONFORMIS INC000000
WORKHORSE GROUP INC000000
SNAP INC(SNAP)000000
ALLBIRDS INC000000
NEOGEN CORP(NEOG)000000
CVS HEALTH CORP(CVS)3,4343,336-982372330.27%-4
LYFT INC(LYFT)000000
EMCORE CORP018,000+18,000090.01%+9
SCHWAB STRATEGIC TR3,0003,00002182120.24%-6
INTERCONTINENTAL EXCHANGE IN(ICE)2,0002,00002262200.25%-6
PFSWEB INC000000
SYLVAMO CORP(SLVM)000000
SHOPIFY INC(SHOP)000000
VANGUARD INDEX FDS1,0001,00002202120.24%-8
ALPS ETF TR
BARRONS 400 ETF
10,00010,00005735630.65%-10
VANGUARD SPECIALIZED FUNDS1,4701,47002392280.26%-10
WARNER BROS DISCOVERY INC(WBD)000000
BROADCOM INC(AVGO)328330+22852740.31%-11
PLUG POWER INC(PLUG)000000
ISHARES TR2,0002,00002272150.25%-11
VANGUARD INDEX FDS2,0002,00003313190.37%-12
ROBINHOOD MKTS INC(HOOD)000000
ISHARES TR1,0001,00002612490.29%-12
TJX COS INC NEW(TJX)000000
AIRBNB INC000000
GE HEALTHCARE TECHNOLOGIES I(GEHC)000000
PHILIP MORRIS INTL INC(PM)2,8252,82502762620.30%-14
DUPONT DE NEMOURS INC(DD)000000
DOLLAR TREE INC(DLTR)000000
PROCTER AND GAMBLE CO(PG)2,5002,50003793650.42%-15
ISHARES TR000000
INTERNATIONAL FLAVORS&FRAGRA(IFF)000000
SCHWAB STRATEGIC TR5,0005,00003553380.39%-17
COSTCO WHSL CORP NEW(COST)1,1081,025-835965790.66%-17
FEDEX CORP(FDX)1,2371,093-1443072900.33%-17
SPIRIT AIRLS INC000000
WALMART INC(WMT)1,4561,317-1392292110.24%-18
ACCENTURE PLC IRELAND
SHS CLASS A
12,47612,47603,8503,8324.40%-18
SCHWAB STRATEGIC TR10,00010,00005174990.57%-18
WISDOMTREE TR(WT)9,0009,00005725530.63%-19
PALANTIR TECHNOLOGIES INC(PLTR)000000
MASTERCARD INCORPORATED(MA)573519-542252060.24%-20
CENTENE CORP DEL(CNC)000000
LOWES COS INC(LOW)1,2001,20002712490.29%-21
LIVEPERSON INC000000
TURTLE BEACH CORP000000
HESS CORP000000
ISHARES TR4,0004,00006316070.70%-24
COMCAST CORP NEW(CCZ)6,2635,322-9412602360.27%-24
CHEVRON CORP NEW(CVX)000000
MORGAN STANLEY(MS)000000
DISNEY WALT CO(DIS)(Put)000000
VANGUARD WHITEHALL FDS9,7559,75501,0351,0081.16%-27
AMERICAN ELEC PWR CO INC3,0003,00002532260.26%-27
WALGREENS BOOTS ALLIANCE INC000000
PEPSICO INC(PEP)1,8071,80703353060.35%-29
SNOWFLAKE INC(SNOW)1,4001,40002462140.25%-32
BLOCK INC(XYZ)000000
ABBOTT LABS2,8072,80703062720.31%-34
ILLINOIS TOOL WKS INC(ITW)1,9001,90004754380.50%-38
SMITH A O CORP(AOS)6,0006,00004373970.46%-40
DEERE & CO(DE)1,5001,50006085660.65%-42
PUBLIC STORAGE(PSA)000000
OTIS WORLDWIDE CORP(OTIS)000000
UNITED PARCEL SERVICE INC(UPS)2,0102,01003603130.36%-47
CLOROX CO DEL(CLX)1,7561,75602792300.26%-49
BLACKROCK INC(BLK)746720-265154660.53%-50
CARRIER GLOBAL CORPORATION(CARR)000000
KIMBERLY-CLARK CORP(KMB)2,9052,90504013510.40%-50
FIDELITY NATL INFORMATION SV(FIS)000000
AMETEK INC000000
POWERFLEET INC62,26662,26601871290.15%-58
APTARGROUP INC000000
AT&T INC(T)000000
SPDR S&P 500 ETF TR(SPY)2,3522,300-521,0439831.13%-59
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