Fund HoldingsEMC Capital Management

Total Portfolio Value
$149.7K
Total Bought
$8.2K
Total Sold
$5.2K
Net Transaction
+$3.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD S&P 50062,64063,572+932252818.55%+3
INVESCO QQQ TRUS40,09140,126+35141610.98%+2
AMAZON.COM INC(AMZN)85,60085,600011138.69%+2
ISHARES RUSSELL29,70030,400+700564.08%+1
ALPHABET INC-C(GOOG)102,380102,380014149.64%+1
VANGUARD GRW ETF17,25717,274+17553.59%+1
AXIS CAPITAL
SHS
06,798+6,798000.25%0
NVIDIA CORP(NVDA)1,8002,300+500110.76%0
CROWDSTRIKE HO-A(CRWD)03,600+3,600010.61%+1
LAZARD INC(LAZ)07,870+7,870000.18%0
AMKOR TECH INC24,81524,8150110.55%0
MODINE MFG CO(MOD)14,80214,8020110.59%0
TOLL BROTHERS(TOL)6,7146,7140010.46%0
STERLING INFRAST(STRL)12,41812,4180110.73%0
SERVICENOW INC(NOW)1,1501,1500110.54%0
BILL HOLDINGS IN02,000+2,000000.11%0
CATALYST PHARMAC(CPRX)028,483+28,483000.32%0
PDD HOLDINGS INC(PDD)3,0003,0000000.29%0
TWILIO INC - A(TWLO)03,000+3,000000.15%0
TEXTAINER GROUP11,12711,1270010.37%0
ZSCALER INC(ZS)2,2002,2000000.33%0
SUPERIOR GROUP O022,803+22,803000.21%0
COCA-COLA CONSOL(COKE)0411+411000.26%0
MOOG INC-CLASS A(MOG-A)3,6903,6900010.36%0
TRI POINTE HOMES
COM
13,60913,6090000.32%0
ARK NEXT GENERAT
NEXT GNRTN INTER
5,0355,0350000.26%0
OFG BANCORP(OFG)13,63813,6380010.34%0
MERITAGE HOMES C(MTH)1,9461,9460000.23%0
CNO FINANCIAL GR024,026+24,026010.45%+1
LOUISIANA-PACIFI(LPX)6,3866,3860000.30%0
ASSOC BANC-CORP20,70720,7070000.30%0
FED AGRI MTG-C(AGM)02,397+2,397000.31%0
INNOVIVA INC(INVA)028,631+28,631000.31%0
POPULAR INC(BPOP)04,372+4,372000.24%0
DICK'S SPORTING(DKS)2,1882,1880000.22%0
SPDR PORT SP 600
ST STR SP600 SML
02,875+2,875000.08%0
SPROUTS FARMERS(SFM)15,10815,1080110.49%0
IRONWOOD PHARMAC43,31543,3150000.33%0
WESCO INTL(WCC)2,5992,5990000.30%0
FOOT LOCKER INC05,544+5,544000.12%0
AMNEAL PHARM INC(AMRX)040,613+40,613000.17%0
HANCOCK WHITNEY(HWC)6,5706,5700000.21%0
HOPE BANCORP INC(HOPE)23,06623,0660000.19%0
SYNOVUS FINL07,494+7,494000.19%0
G III APPAREL(GIII)07,935+7,935000.18%0
BLOCK INC(XYZ)4,9003,700-1,200000.19%0
KOPPERS HOLDINGS(KOP)06,028+6,028000.21%0
RUSH ENTER-CL A(RUSHA)7,5847,5840000.25%0
TANGER INC(SKT)013,577+13,577000.25%0
BUILDERS FIRSTSO(BLDR)01,598+1,598000.18%0
FULTON FINANCIAL(FULT)15,75715,7570000.17%0
CATHAY GENERAL B(CATY)06,701+6,701000.20%0
FIRST HORIZON CO(FHN)21,14021,1400000.20%0
SCANSOURCE INC(SCSC)7,1517,1510000.19%0
WARRIOR MET COAL(HCC)6,3886,3880000.26%0
KB HOME(KBH)03,848+3,848000.16%0
ODP CORP/THE6,1876,1870000.23%0
TTM TECHNOLOGIES(TTMI)021,155+21,155000.22%0
PEOPLES BANC INC(PEBO)7,2927,2920000.16%0
SALLY BEAUTY HOL012,424+12,424000.11%0
FNB CORP(FNB)020,061+20,061000.18%0
SHOPIFY INC - A(SHOP)02,500+2,500000.13%0
ACADEMY SPORTS &(ASO)03,086+3,086000.14%0
CORECIVIC INC(CXW)17,01617,0160000.17%0
MDC HOLDINGS INC3,9933,9930000.15%0
ARCBEST CORP(ARCB)02,951+2,951000.24%0
MR COOPER GROUP04,722+4,722000.21%0
GROUP 1 AUTOMOTI(GPI)1,4431,4430000.29%0
CAMDEN NATIONAL(CAC)05,452+5,452000.14%0
MGIC INVT CORP(MTG)019,814+19,814000.26%0
ATKORE INC04,684+4,684010.50%+1
HAVERTY FURNITUR7,3147,3140000.17%0
WINNEBAGO INDS(WGO)3,7313,7310000.18%0
DIME COMMUNITY B(DCBG)06,937+6,937000.12%0
RADIAN GROUP INC(RDN)014,480+14,480000.28%0
INGREDION INC(INGR)04,697+4,697010.34%+1
HILLENBRAND INC8,4428,4420000.27%0
CRANE CO(CR)1,5951,5950000.13%0
OLD NATL BANCORP(ONB)019,710+19,710000.22%0
H&R BLOCK INC8,6518,6510000.28%0
UPSTART HOLDINGS(UPST)3,7003,7000000.10%0
AMC NETWORKS-A06,292+6,292000.08%0
UBER TECHNOLOGIE(UBER)02,800+2,800000.11%0
INGLES MARKETS-A(IMKTA)03,863+3,863000.22%0
SHOE CARNIVAL06,675+6,675000.13%0
AMER AXLE & MFG025,986+25,986000.15%0
FIRST COMMON FIN(FCF)012,300+12,300000.13%0
LAKELAND BANCORP17,70217,7020000.18%0
SONIC AUTOMOTI-A(SAH)4,6184,6180000.17%0
FIRST BUSEY CORP(BUSE)06,758+6,758000.11%0
FLUSHING FINL011,493+11,493000.13%0
GREAT SOUTHN BAN(GSBC)03,361+3,361000.13%0
PREMIER FINANCIA05,349+5,349000.09%0
RITHM CAPITAL CO(RITM)027,512+27,512000.20%0
AMER WOODMARK CO02,105+2,105000.13%0
CITY OFFICE REIT019,234+19,234000.08%0
HANMI FINL CORP(HAFC)010,810+10,810000.14%0
HORIZON BANCORP(HBNC)09,709+9,709000.09%0
TRANSCAT INC3,0793,0790000.23%0
APOGEE ENTERPR5,3705,3700000.19%0
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