Fund HoldingsDCF Advisers, LLC

Total Portfolio Value
$198.05M
Total Bought
$39.60M
Total Sold
$75.35M
Net Transaction
-$35.75M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ENERGY TRANSFER L P0299,250+299,25005,8622.96%+5,862
ALIBABA GROUP HLDG LTD044,250+44,25003,7521.89%+3,752
LIFECORE BIOMEDICAL INC288,478539,989+251,5111,4224,0122.03%+2,590
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
34,00089,400+55,4005642,2981.16%+1,733
UBER TECHNOLOGIES INC025,000+25,00001,5080.76%+1,508
ARGENX SE(ARGX)20,00020,000010,84212,3006.21%+1,458
MICRON TECHNOLOGY INC(MU)(Call)2,50019,000+16,5002591,599+1,340
GENERAL MTRS CO025,000+25,00001,3320.67%+1,332
IONIS PHARMACEUTICALS INC(IONS)39,50082,882+43,3821,5822,8981.46%+1,315
TEVA PHARMACEUTICAL-SP ADR(TEVA)113,000147,500+34,5002,0363,2511.64%+1,215
BARRICK GOLD CORP072,000+72,00001,1160.56%+1,116
BARNES & NOBLE ED INC84,500175,713+91,2137821,7640.89%+982
INTRA CELLULAR THERAPIES INC100,50799,757-7507,3548,3324.21%+978
LENSAR INC240,600230,055-10,5451,1022,0571.04%+955
CITIGROUP INC(C)37,50045,000+7,5002,3483,1681.60%+820
BROADCOM INC(AVGO)07,000+7,00001,6230.82%+1,623
CISCO SYS INC(CSCO)(Call)012,500+12,5000740+740
MARVELL TECHNOLOGY INC(MRVL)12,50014,500+2,0009021,6020.81%+700
ZAI LAB LTD(ZLAB)42,25064,750+22,5001,0201,6960.86%+676
BURFORD CAP LTD052,000+52,00006630.33%+663
CYBIN INC074,500+74,50006570.33%+657
ZOOM VIDEO COMMUNICATIONS IN(ZM)022,500+22,50001,8360.93%+1,836
BOEING CO(BA)4,1507,000+2,8506311,2390.63%+608
ARQ INC078,000+78,00005900.30%+590
ASTRAZENECA PLC08,000+8,00005240.26%+524
ISHARES TR012,500+12,50005230.26%+523
BK OF AMERICA CORP119,500119,50004,7425,2522.65%+510
ALTIMMUNE INC068,868+68,86804970.25%+497
XENCOR INC(XNCR)209,479203,167-6,3124,2134,6692.36%+456
PFIZER INC(PFE)34,35051,350+17,0009941,3620.69%+368
ALTIMMUNE INC(Call)050,000+50,0000361+361
GENMAB A/S016,500+16,50003440.17%+344
COHERUS BIOSCIENCES INC00003400.17%+340
BAIDU INC - ADR35,50047,750+12,2503,7384,0262.03%+288
Viridian Therapeutics Inc(VRDN)14,50029,750+15,2503305700.29%+240
CISCO SYS INC(CSCO)30,00030,00001,5971,7760.90%+179
EVOTEC AG217,055229,871+12,8167929560.48%+164
INCYTE CORP(INCY)48,25048,500+2503,1893,3501.69%+161
CORVUS PHARMACEUTICALS INC028,681+28,68101530.08%+153
AMAZON COM INC(AMZN)34,50030,000-4,5006,4286,5823.32%+153
APPLE INC(AAPL)08,000+8,00002,0031.01%+2,003
LAM RESEARCH CORP(LRCX)5007,500+7,0004085420.27%+134
O-I GLASS INC(OI)(Call)012,000+12,0000130+130
ORACLE CORP(ORCL)35,00036,500+1,5005,9646,0823.07%+118
ESPERION THERAPEUTICS INC NE0000970.05%+97
PAYPAL HOLDINGS INC(PYPL)10,00010,00007808540.43%+73
SANOFI(SNY)11,00014,500+3,5006346990.35%+65
META PLATFORMS INC(META)2,0002,00001,1451,1710.59%+26
EQUILLIUM INC32,96262,947+29,98527470.02%+20
EA SERIES TRUST
ALPHA ARCH 1-3
9,8759,87501,0761,0890.55%+13
SRH TOTAL RETURN FUND INC(STEW)59,00059,00009329450.48%+13
NOKIA CORP(NOK)50,00050,00002192220.11%+3
ISHARES RUSSELL 200010,75010,75002,3752,3751.20%+1
TELADOC HEALTH INC(TDOC)52,50052,50004824770.24%-5
OVID THERAPEUTICS INC14,75011,750-3,00017110.01%-6
VANECK ETF TRUST
JUNIOR GOLD MINE
19,00021,500+2,5009279190.46%-8
KIRKLANDS INC25,41524,165-1,25056390.02%-17
SPDR GOLD TR(GLD)18,00018,00004,3754,3582.20%-17
ISHARES GOLD TR(IAU)100,000100,00004,9704,9512.50%-19
ROYALTY PHARMA PLC(RPRX)(Call)1,0000-1,000280-28
LINEAGE CELL THERAPEUTICS IN107,751107,751098540.03%-43
FORD MTR CO DEL(F)100,000100,00001,0569900.50%-66
IONIS PHARMACEUTICALS INC(IONS)(Call)4,0002,000-2,00016070-90
VANECK VECTORS GOLD MINERS ETF(Call)
GOLD MINERS ETF
2,5000-2,5001000-100
REVANCE THERAPEUTICS INC000000
ZIMMER BIOMET HOLDINGS INC(ZBH)23,31922,819-5002,5172,4101.22%-107
QUALCOM INC(QCOM)7,0007,00001,1901,0750.54%-115
NEXTNAV INC(NN)17,0000-17,0001270-127
WOLFSPEED INC(WOLF)20,60010,000-10,600200670.03%-133
SPROTT FDS TR
URANI MINER ETF
40,50042,400+1,9001,8581,7090.86%-149
CITIGROUP INC(C)(Call)2,5000-2,5001570-156
O-I GLASS INC(OI)74,25074,25009748050.41%-169
ABERDEEN TOTAL DYNAMIC DIVD
COM SH BEN INT
261,500261,50002,3802,1991.11%-180
VANECK VECTORS GOLD MINERS ETF
GOLD MINERS ETF
75,00082,500+7,5002,9872,7981.41%-189
ADVANCED MICRO DEVICES INC(AMD)38,00050,000+12,0006,2356,0403.05%-196
BIOHAVEN LTD(BHVN)31,00036,000+5,0001,5491,3450.68%-204
FLUTTER ENTMT PLC(FLUT)2,5001,500-1,0005933880.20%-206
AT&T INC(T)000000
INTEL CORP(INTC)45,00041,250-3,7501,0568270.42%-229
ALTIMMUNE INC37,8680-37,8682330-233
SPOTIFY TECHNOLOGY S A(SPOT)3,1652,000-1,1651,1668950.45%-272
TEVA PHARMACEUTICAL-SP ADR(TEVA)(Call)33,50015,000-18,500604331-273
COHERUS BIOSCIENCES INC000000
METHANEX CORP(MEOH)7,5000-7,5003100-310
PALO ALTO NETWORKS INC(PANW)1,0000-1,0003420-342
ALTIMMUNE INC(Call)57,0000-57,0003500-350
PROTHENA CORP PLC
SHS
107,500103,500-4,0001,7981,4330.72%-365
BAIDU INC - ADR(Call)4,0000-4,0004210-421
ROYALTY PHARMA PLC(RPRX)15,0000-15,0004240-424
ARQ INC73,0000-73,0004290-429
ISHARES SILVER TR(SLV)149,500145,000-4,5004,2473,8181.93%-429
NUVEEN CR STRATEGIES INCOME
COM SHS
386,389305,940-80,4492,2371,7410.88%-496
ABBVIE INC(ABBV)31,00031,500+5006,1225,5982.83%-524
BAIDU INC - ADR(Put)5,0000-5,0005260-526
AMAZON COM INC(AMZN)(Call)3,0000-3,0005590-559
ISHARES TR12,5000-12,5005730-573
VANECK VECTORS GOLD MINERS ETF(Put)
GOLD MINERS ETF
15,0000-15,0005970-597
BURFORD CAP LTD
ORD SHS
52,0000-52,0006900-690
ALPHABET INC(GOOG)057,400+57,400010,9315.52%+10,931
LILLY ELI & CO(LLY)7,0007,00006,2025,4042.73%-798
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