Fund Holdings — Blue Barn Wealth, LLC

Total Portfolio Value
$68.66M
Total Bought
$211.0K
Total Sold
$159.40M
Net Transaction
-$159.19M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Weight (%)
▲▼
Change
▲▼
GABELLI EQUITY TR INC(GAB)024,278+24,27801500.22%+150
MICRON TECHNOLOGY INC(MU)1,3531,144-2092263270.48%+100
WESTERN ASSET HIGH INCOME OP(HIO)016,446+16,4460610.09%+61
FORD MTR CO(F)20,60220,323-2792462670.39%+20
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,7855,570+2,7852492490.36%0
BERKSHIRE HATHAWAY INC DEL691574-1173472890.42%-59
BANK AMERICA CORP8,4195,802-2,6174343190.46%-115
APPLIED MATLS INC2,1291,212-9174363120.45%-124
CITIGROUP INC(C)3,6912,126-1,5653752480.36%-127
LLOYDS BANKING GROUP PLC(LYG)30,3680-30,3681380—-138
JPMORGAN CHASE & CO.(JPM)1,212738-4743822380.35%-144
VANGUARD INDEX FDS675416-2594132610.38%-152
PG&E CORP(PCG)11,1110-11,1111680—-168
WELLS FARGO CO NEW(WFC)7,0654,451-2,6145924150.60%-177
CAPITAL ONE FINL CORP(COF)1,808843-9653842040.30%-180
AES CORP(AES)14,1040-14,1041860—-186
APPLE INC(AAPL)4,7553,733-1,0221,2111,0151.48%-196
ELI LILLY & CO(LLY)599241-3584572590.38%-198
SHELL PLC(SHEL)2,8410-2,8412030—-203
MONSTER BEVERAGE CORP NEW(MNST)3,0270-3,0272040—-204
CVS HEALTH CORP(CVS)2,7110-2,7112040—-204
CALIX INC(CALX)3,3500-3,3502060—-206
GE VERNOVA INC(GEV)3350-3352060—-206
NOVO-NORDISK A S(NVO)3,7480-3,7482080—-208
WILLIAMS COS INC(WMB)3,2930-3,2932090—-209
ISHARES INC
ESG AWR MSCI EM
4,8110-4,8112090—-209
SCHWAB STRATEGIC TR7,4890-7,4892090—-209
RELX PLC(RELX)4,3970-4,3972100—-210
BANCO SANTANDER S.A.(SAN)20,4490-20,4492140—-214
MID-AMER APT CMNTYS INC(MAA)1,5370-1,5372150—-215
CORNING INC(GLW)2,6300-2,6302160—-216
CHEVRON CORP NEW(CVX)1,3900-1,3902160—-216
LEMAITRE VASCULAR INC(LMAT)2,4730-2,4732160—-216
RTX CORPORATION(RTX)1,3220-1,3222210—-221
ISHARES TR
IBONDS DEC2026
9,1120-9,1122210—-221
D R HORTON INC(DHI)1,3170-1,3172230—-223
PRIMORIS SVCS CORP(PRIM)1,6310-1,6312240—-224
AEROVIRONMENT INC7130-7132250—-225
ALCON AG(ALC)3,0310-3,0312260—-226
AUTODESK INC7130-7132260—-226
ASML HOLDING N V
N Y REGISTRY SHS
2380-2382300—-230
ISHARES TR7210-7212310—-231
HOME DEPOT INC(HD)1,147678-4694652330.34%-232
COMMVAULT SYS INC(CVLT)1,2340-1,2342330—-233
HEICO CORP NEW9170-9172330—-233
NATWEST GROUP PLC(NWG)16,6480-16,6482360—-236
ARGENX SE(ARGX)3220-3222370—-237
MERCK & CO INC(MRK)2,8420-2,8422390—-239
WISDOMTREE TR(WT)2,8510-2,8512400—-240
GILEAD SCIENCES INC(GILD)2,1600-2,1602400—-240
CONSTELLATION BRANDS INC(STZ)1,8040-1,8042430—-243
SNAP ON INC(SNA)7030-7032440—-244
WATSCO INC(WSO)6090-6092460—-246
SYNOPSYS INC(SNPS)5040-5042490—-249
MORGAN STANLEY(MS)1,5680-1,5682490—-249
INTERDIGITAL INC(IDCC)7260-7262510—-251
TEXAS INSTRS INC(TXN)1,3650-1,3652510—-251
LIGAND PHARMACEUTICALS INC(LGND)1,4230-1,4232520—-252
AON PLC(AON)7070-7072520—-252
IDEXX LABS INC(IDXX)3990-3992550—-255
RAMBUS INC DEL(RMBS)2,5000-2,5002610—-260
MCDONALDS CORP(MCD)8910-8912710—-271
ONEOK INC NEW(OKE)3,7150-3,7152710—-271
DISNEY WALT CO(DIS)2,4110-2,4112760—-276
AMERICAN WTR WKS CO INC NEW1,9930-1,9932770—-277
REPUBLIC SVCS INC(RSG)1,2170-1,2172790—-279
TOTALENERGIES SE(TTE)4,6880-4,6882800—-280
AMERICAN INTL GROUP INC3,6040-3,6042830—-283
AIR PRODS & CHEMS INC1,0410-1,0412840—-284
LOWES COS INC(LOW)1,1300-1,1302840—-284
VANGUARD BD INDEX FDS8,7924,928-3,8646543650.53%-289
ISHARES TR4,4380-4,4382900—-290
NOVARTIS AG(NVS)2,2770-2,2772920—-292
PARKER-HANNIFIN CORP(PH)3890-3892950—-295
ARES MANAGEMENT CORPORATION(ARES)1,8640-1,8642980—-298
INTERNATIONAL BUSINESS MACHS(IBM)1,1030-1,1033110—-311
NUSHARES ETF TR
NUVEEN ESG SMLCP
7,0590-7,0593110—-311
EXXON MOBIL CORP2,7820-2,7823140—-314
AUTOMATIC DATA PROCESSING IN1,0740-1,0743150—-315
STARBUCKS CORP(SBUX)3,7840-3,7843200—-320
MEDTRONIC PLC(MDT)3,4220-3,4223260—-326
STERLING INFRASTRUCTURE INC(STRL)9710-9713300—-330
MITSUBISHI UFJ FINL GROUP IN(MUFG)20,7280-20,7283300—-330
MSCI INC(MSCI)5870-5873330—-333
ABBVIE INC(ABBV)1,4480-1,4483350—-335
NUSHARES ETF TR
ESG HI TLD CRP
15,6920-15,6923420—-342
SERVICENOW INC(NOW)3760-3763460—-346
TELEDYNE TECHNOLOGIES INC(TDY)5960-5963490—-349
SPDR S&P 500 ETF TR(SPY)878342-5365852330.34%-352
WORLD GOLD TR(GLDM)4,6410-4,6413550—-355
SEA LTD(SE)1,9880-1,9883550—-355
ZOETIS INC(ZTS)2,4310-2,4313560—-356
ALPHABET INC(GOOG)3,0181,205-1,8137343770.55%-357
MASTERCARD INCORPORATED(MA)1,037397-6405902270.33%-363
SAP SE(SAP)1,3830-1,3833700—-370
ISHARES TR4,0080-4,0083740—-374
ASTRAZENECA PLC(AZN)4,9040-4,9043760—-376
UBER TECHNOLOGIES INC(UBER)3,8470-3,8473770—-377
VANGUARD BD INDEX FDS4,8190-4,8193800—-380
OLLIES BARGAIN OUTLET HLDGS(OLLI)2,9710-2,9713810—-381
Page 1 of 2
Blue Barn Wealth, LLC — 13F Holdings — Q4 2025 | TickerTrail