Fund HoldingsEMC Capital Management

Total Portfolio Value
$178.1K
Total Bought
$113.1K
Total Sold
$88.5K
Net Transaction
+$24.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD S&P 500066,368+66,36803620.08%+36
INVESCO QQQ TRUS040,946+40,94602111.75%+21
ALPHABET INC-C(GOOG)0105,250+105,25002011.25%+20
AMAZON.COM INC(AMZN)086,735+86,73501910.69%+19
NVIDIA CORP(NVDA)019,000+19,000031.43%+3
SPROUTS FARMERS(SFM)019,581+19,581021.40%+2
SPDR S&P 500 ETF(SPY)03,355+3,355021.10%+2
CROWDSTRIKE HO-A(CRWD)03,850+3,850010.74%+1
TOLL BROTHERS(TOL)07,505+7,505010.53%+1
INGREDION INC(INGR)05,237+5,237010.40%+1
CNO FINANCIAL GR029,605+29,605010.62%+1
ASSOC BANC-CORP027,869+27,869010.37%+1
PALANTIR TECHN-A(PLTR)011,325+11,325010.48%+1
RYDER SYSTEM INC(R)05,258+5,258010.46%+1
SANMINA CORP(SANM)09,420+9,420010.40%+1
GROUP 1 AUTOMOTI(GPI)01,552+1,552010.37%+1
PRESTIGE CONSUME(PBH)07,074+7,074010.31%+1
ARK NEXT GENERAT
NEXT GNRTN INTER
04,935+4,935010.30%+1
OFG BANCORP(OFG)018,214+18,214010.43%+1
EMCOR GROUP INC(EME)01,338+1,338010.34%+1
TANGER INC(SKT)014,274+14,274000.27%0
MOOG INC-CLASS A(MOG-A)02,497+2,497000.28%0
UNITED THERAPEUT(UTHR)01,577+1,577010.31%+1
CATHAY GENERAL B(CATY)010,544+10,544010.28%+1
AXIS CAPITAL
SHS
06,382+6,382010.32%+1
MODINE MFG CO(MOD)05,618+5,618010.37%+1
FULTON FINANCIAL(FULT)022,607+22,607000.24%0
COCA-COLA CONSOL(COKE)0521+521010.37%+1
APPLE HOSPITALIT(APLE)024,001+24,001000.21%0
HOPE BANCORP INC(HOPE)029,566+29,566000.20%0
OLD NATL BANCORP(ONB)022,445+22,445000.27%0
SYNOVUS FINL09,632+9,632000.28%0
WAFD INC(WAFD)09,388+9,388000.17%0
MUELLER INDS(MLI)09,469+9,469010.42%+1
MGIC INVT CORP(MTG)033,093+33,093010.44%+1
MONGODB INC(MDB)01,920+1,920000.25%0
VISHAY INTERTECH(VSH)016,094+16,094000.15%0
RITHM CAPITAL CO(RITM)035,371+35,371000.22%0
MEDPACE HOLDINGS(MEDP)0813+813000.15%0
AVNET INC09,149+9,149000.27%0
PRIMORIS SERVICE(PRIM)07,073+7,073010.30%+1
PATTERSON COS016,053+16,053000.28%0
NATL FUEL GAS CO(NFG)09,957+9,957010.34%+1
NEXSTAR MEDIA(NXST)03,116+3,116000.28%0
ARBOR REALTY TRU018,843+18,843000.15%0
KB HOME(KBH)04,877+4,877000.18%0
WESBANCO INC(WSBC)07,523+7,523000.14%0
RADIAN GROUP INC(RDN)018,401+18,401010.33%+1
GENWORTH FINANCI(GNW)037,771+37,771000.15%0
WINNEBAGO INDS(WGO)05,057+5,057000.14%0
GATES INDUSTRIAL
ORD SHS
011,458+11,458000.13%0
WORLD KINECT COR(WKC)08,277+8,277000.13%0
G III APPAREL(GIII)011,965+11,965000.22%0
BANC OF CALIFORN(BANC)015,425+15,425000.13%0
TESLA INC(TSLA)01,000+1,000000.23%0
CALIFORNIA RESOU(CRC)09,799+9,799010.29%+1
BANKUNITED INC(BKU)09,915+9,915000.21%0
CORECIVIC INC(CXW)017,333+17,333000.21%0
GOLUB CAPITAL BD(GBDC)017,121+17,121000.15%0
CATALYST PHARMAC(CPRX)014,761+14,761000.17%0
SUNCOKE ENERGY I019,186+19,186000.12%0
MICRON TECH(MU)02,300+2,300000.11%0
WARRIOR MET COAL(HCC)07,129+7,129000.22%0
FNB CORP(FNB)025,473+25,473000.21%0
BLOOMIN' BRANDS015,829+15,829000.11%0
SCANSOURCE INC(SCSC)07,398+7,398000.20%0
TEGNA INC020,346+20,346000.21%0
APPLE INC(AAPL)01,475+1,475000.21%0
FIRST BANCORP PR(FBP)022,904+22,904000.24%0
PROGRESS SOFTWAR(PRGS)03,822+3,822000.14%0
BERRY GLOBAL GRO04,311+4,311000.16%0
MURPHY OIL CORP(MUR)08,008+8,008000.14%0
TRI POINTE HOMES
COM
013,373+13,373000.27%0
CTO REALTY GROWT015,312+15,312000.17%0
VERONA PHAR-ADR03,500+3,500000.09%0
ZIONS BANCORP NA(ZION)010,250+10,250010.31%+1
POPULAR INC(BPOP)05,519+5,519010.29%+1
HARLEY-DAVIDSON(HOG)08,467+8,467000.14%0
H&R BLOCK INC05,512+5,512000.16%0
GLOBAL NET LEASE(GNL)034,840+34,840000.14%0
WABASH NATIONAL08,250+8,250000.08%0
ALASKA AIR GROUP07,182+7,182000.26%0
O-I GLASS INC(OI)021,211+21,211000.13%0
COMMERCIAL METAL(CMC)05,193+5,193000.14%0
CIVITAS RESOURCE07,724+7,724000.20%0
KOPPERS HOLDINGS(KOP)06,538+6,538000.12%0
TOWNE BANK
COM
05,703+5,703000.11%0
PDD HOLDINGS INC(PDD)01,300+1,300000.07%0
WESCO INTL(WCC)02,364+2,364000.24%0
CONCENTRA GROUP(CON)06,192+6,192000.07%0
CARLYLE SECURED013,021+13,021000.13%0
FS KKR CAPITAL C(FSK)013,804+13,804000.17%0
MERITAGE HOMES C(MTH)02,120+2,120000.18%0
PLAYA HOTELS & R024,632+24,632000.18%0
VISHAY PRECI(VPG)09,069+9,069000.12%0
ACADEMY SPORTS &(ASO)06,959+6,959000.22%0
PEOPLES BANC INC(PEBO)06,479+6,479000.12%0
META PLATFORMS-A(META)0304+304000.10%0
TRUBRIDGE INC05,608+5,608000.06%0
CONSOL ENERGY IN02,691+2,691000.16%0
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