Fund HoldingsEMC Capital Management

Total Portfolio Value
$166.1K
Total Bought
$4.1K
Total Sold
$6.2K
Net Transaction
-$2.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ADOBE INC(ADBE)01,600+1,600010.37%+1
SPROUTS FARMERS(SFM)19,58119,5810231.80%+1
MICROSOFT CORP(MSFT)02,359+2,359010.54%+1
MONGODB INC(MDB)1,9204,320+2,400010.46%0
ARM HOLDINGS PLC02,800+2,800000.18%0
ASTERA LABS INC(ALAB)03,500+3,500000.13%0
CORE NATURAL RES(CNR)02,691+2,691000.12%0
WESBANCO INC(WSBC)7,52314,236+6,713000.27%0
NATL FUEL GAS CO(NFG)9,9579,9570110.47%0
ORACLE CORP(ORCL)01,000+1,000000.09%0
MR COOPER GROUP06,015+6,015010.43%+1
CNO FINANCIAL GR29,60529,6050110.74%0
MODERNA INC(MRNA)06,000+6,000000.10%0
ADV MICRO DEVICE(AMD)01,000+1,000000.06%0
SNAP INC - A(SNAP)010,380+10,380000.06%0
PALANTIR TECHN-A(PLTR)11,32511,225-100110.57%0
ARK 21S BITCOIN(ARKB)0900+900000.05%0
AXIS CAPITAL
SHS
6,3826,3820110.39%0
EPR PROPERTIES(EPR)08,800+8,800000.28%0
MICRON TECH(MU)2,3003,000+700000.16%0
NEXSTAR MEDIA(NXST)3,1163,1160010.34%0
BILL HOLDINGS IN01,350+1,350000.04%0
PRESTIGE CONSUME(PBH)7,0747,0740110.37%0
CATALYST PHARMAC(CPRX)14,76114,7610000.22%0
COCA-COLA CONSOL(COKE)5215210110.42%0
UGI CORP(UGI)09,488+9,488000.19%0
CSG SYSTEMS INTL04,808+4,808000.18%0
UNITY SOFTWARE I(U)05,000+5,000000.06%0
TRUBRIDGE INC5,6085,6080000.09%0
DHT HOLDINGS INC(DHT)034,238+34,238000.22%0
SUPER MICRO COMP(SMCI)01,100+1,100000.02%0
BRIGHTHOUSE FINA(BHF)03,776+3,776000.13%0
BLOCK INC(XYZ)01,250+1,250000.04%0
EXELIXIS INC(EXEL)09,961+9,961000.22%0
VERONA PHAR-ADR3,5003,250-250000.12%0
MGIC INVT CORP(MTG)33,09333,0930110.49%0
ABBVIE INC(ABBV)01,020+1,020000.13%0
FASTLY INC -CL A(FSLY)016,500+16,500000.06%0
GLOBAL NET LEASE(GNL)34,84034,8400000.17%0
LUCKIN COFFE-ADR(LKNCY)02,500+2,500000.05%0
RADIAN GROUP INC(RDN)18,40118,4010110.37%0
BERRY GLOBAL GRO4,3114,3110000.18%0
RITHM CAPITAL CO(RITM)35,37135,3710000.24%0
FLAGSTAR FINANCI(FLG)07,970+7,970000.06%0
UBER TECHNOLOGIE(UBER)02,040+2,040000.09%0
PLAYA HOTELS & R24,63224,6320000.20%0
AMNEAL PHARM INC(AMRX)031,090+31,090000.16%0
UNIVERSAL INSURA(UVE)05,598+5,598000.08%0
APOLLO COMMERCIA(ARI)014,089+14,089000.08%0
EVERTEC INC(EVTC)06,102+6,102000.13%0
FIRST BANCORP PR(FBP)22,90422,9040000.26%0
NATL HEALTH INV(NHI)02,831+2,831000.13%0
BANK NT BUTTERFI
SHS NEW
05,688+5,688000.13%0
O-I GLASS INC(OI)21,21121,2110000.15%0
CONCENTRA GROUP(CON)6,1926,1920000.08%0
H&R BLOCK INC5,5125,5120000.18%0
SPARTANNASH CO05,604+5,604000.07%0
FIRST AMERICAN F(FAF)02,873+2,873000.11%0
INFORMATION SERV017,184+17,184000.04%0
LEMONADE INC(LMND)0250+250000.00%0
SIXTH STREET SPE(TSLX)06,747+6,747000.09%0
WORLD KINECT COR(WKC)8,2778,2770000.14%0
PATTERSON COS16,05316,0530010.30%0
SANMINA CORP(SANM)9,4209,4200110.43%0
VISHAY PRECI(VPG)9,0699,0690000.13%0
ZSCALER INC(ZS)0230+230000.03%0
GENWORTH FINANCI(GNW)37,77137,7710000.16%0
INMODE LTD(INMD)04,170+4,170000.04%0
SABRA HEALTH CAR(SBRA)023,972+23,972000.25%0
SEA LTD-ADR(SE)0165+165000.01%0
GOODYEAR TIRE(GT)012,291+12,291000.07%0
HOMESTREET INC(MCHB)08,613+8,613000.06%0
NORDSTROM INC09,153+9,153000.13%0
GLOBAL MEDICAL R02,272+2,272000.01%0
INGLES MARKETS-A(IMKTA)03,013+3,013000.12%0
REVIVA PHARMACEU0127,915+127,915000.05%0
SERVICE PROPERTI(SVC)024,459+24,459000.04%0
TIMKEN CO(TKR)03,505+3,505000.15%0
AMN HEALTHCARE02,020+2,020000.03%0
CITIGROUP INC(C)01,000+1,000000.04%0
CIRRUS LOGIC INC(CRUS)03,688+3,688000.22%0
MERCADOLIBRE INC(MELI)08+8000.01%0
META PLATFORMS-A(META)3043040000.11%0
NETFLIX INC(NFLX)050+50000.03%0
OAKTREE SPECIALT(OCSL)08,714+8,714000.08%0
TOWNE BANK
COM
5,7035,7030000.12%0
GULFPORT ENERGY(GPOR)02,309+2,309000.26%0
GRAIL INC(GRAL)09+9000
MAGNERA CORP01,191+1,191000.01%0
MFA FINANCIAL(MFA)013,888+13,888000.09%0
ORGANON & CO(OGN)013,831+13,831000.12%0
UNITED NATURAL(UNFI)06,430+6,430000.11%0
VANGUARD VAL ETF0200+200000.02%0
VINTAGE WINE EST021,251+21,251000
ZOOM COMMUNICATI(ZM)036+36000.00%0
ORGANA TECHNOLOG000000
AIRBNB INC-A080+80000.01%0
ARK GENOMIC REVO
GENOMIC REV ETF
0357+357000.00%0
BOOKING HOLDINGS(BKNG)03+3000.01%0
DOCUSIGN INC(DOCU)0100+100000.00%0
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