Fund HoldingsFOURPATH CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$133.47M
Total Bought
$58.79M
Total Sold
$8.51M
Net Transaction
+$50.28M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES GOLD TR(IAU)0363,058+363,058012,7039.52%+12,703
PROSHARES TR
SHRT HGH YIELD
0642,115+642,115011,8478.88%+11,847
PROSHARES TR
SHRT RUSSELL2000
0237,697+237,69705,7554.31%+5,755
PROSHARES TR0372,425+372,42505,3894.04%+5,389
PROSHARES TR0447,060+447,06004,8683.65%+4,868
SELECT SECTOR SPDR TR
ST STR ENERG ETF
044,383+44,38304,0123.01%+4,012
ALPS ETF TR
ALERIAN MLP
033,868+33,86801,4291.07%+1,429
EXXON MOBIL CORP132,413132,417+414,20115,57011.67%+1,368
SPDR S&P 500 ETF TR(SPY)01,863+1,86307970.60%+797
CROWN CASTLE INC(CCI)07,238+7,23806660.50%+666
JANUS DETROIT STR TR
HENDRSON AAA CL
012,501+12,50106290.47%+629
SPDR SER TR
ST STR P500ETF
011,599+11,59905830.44%+583
ISHARES TR05,773+5,77305810.44%+581
SPDR SER TR
ST STR PR SP1500
010,945+10,94505750.43%+575
SPDR SER TR
ST STR BLO 1 ETF
06,254+6,25405740.43%+574
SPDR SER TR
ST STR RATE ETF
018,647+18,64705730.43%+573
SPDR SER TR
ST STR R1K LOWV
03,372+3,37204500.34%+450
REALTY INCOME CORP(O)08,903+8,90304450.33%+445
VANGUARD TAX-MANAGED FDS09,098+9,09803980.30%+398
ISHARES TR05,558+5,55803850.29%+385
CHEVRON CORP NEW(CVX)6,6598,421+1,7621,0481,4201.06%+372
ISHARES TR02,099+2,09903710.28%+371
PAYCHEX INC(PAYX)03,189+3,18903680.28%+368
GOLDMAN SACHS ETF TR03,508+3,50803510.26%+351
SIMON PPTY GROUP INC NEW(SPG)03,225+3,22503480.26%+348
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
07,887+7,88703070.23%+307
VANGUARD SPECIALIZED FUNDS01,709+1,70902660.20%+266
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
05,410+5,41002650.20%+265
AMGEN INC(AMGN)4,3634,558+1959691,2250.92%+256
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,728+1,72802450.18%+245
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
04,135+4,13502380.18%+238
ISHARES INC
MSCI EMRG CHN
04,080+4,08002030.15%+203
PHILLIPS 66(PSX)01,677+1,67702010.15%+201
TOTALENERGIES SE(TTE)21,19021,310+1201,2211,4011.05%+180
ENTERGY CORP NEW(ETR)4,5015,822+1,3214385390.40%+100
ABBVIE INC(ABBV)8,3208,105-2151,1211,2080.91%+87
CHIMERA INVT CORP014,625+14,6250800.06%+80
ACCENTURE PLC IRELAND
SHS CLASS A
8481,108+2602623400.25%+79
GILEAD SCIENCES INC(GILD)5,6596,740+1,0814365050.38%+69
MPLX LP(MPLX)39,04839,04801,3251,3891.04%+64
UNITEDHEALTH GROUP INC(UNH)2,5112,515+41,2071,2680.95%+61
ENERGY TRANSFER L P(ET)42,83843,007+1695446030.45%+59
WESTERN ASSET HIGH INCOME OP015,466+15,4660560.04%+56
WALMART INC(WMT)18,28518,284-12,8742,9242.19%+50
BERKSHIRE HATHAWAY INC DEL3301,5531,5941.19%+41
CROWDSTRIKE HLDGS INC(CRWD)2,7162,623-933994390.33%+40
NEW MTN FIN CORP32,64934,299+1,6504064440.33%+38
BERKSHIRE HATHAWAY INC DEL3,6253,62501,2361,2700.95%+34
ONEOK INC NEW(OKE)3,2653,613+3482012290.17%+28
LYONDELLBASELL INDUSTRIES N
SHS - A -
10,10310,088-159289550.72%+28
THERMO FISHER SCIENTIFIC INC(TMO)413465+522152350.18%+20
META PLATFORMS INC(META)1,6801,666-144825000.37%+18
GOLDMAN SACHS BDC INC(GSBD)23,44923,149-3003253370.25%+12
ADOBE INC(ADBE)558547-112732790.21%+6
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
4,6224,408-2142862910.22%+5
S&P GLOBAL INC(SPGI)761845+843053090.23%+4
WILLIAMS COS INC(WMB)31,79330,884-9091,0371,0400.78%+3
CONOCOPHILLIPS(COP)2,0231,759-2642102110.16%+1
US BANCORP DEL(USB)19,07819,092+146306310.47%+1
VODAFONE GROUP PLC NEW(VOD)15,41615,422+61461460.11%+1
MEDTRONIC PLC(MDT)6,3427,128+7865595590.42%-0
COMCAST CORP NEW(CCZ)16,70815,637-1,0716946930.52%-1
JPMORGAN CHASE & CO(JPM)3,5403,529-115155120.38%-3
RIO TINTO PLC(RIO)16,87216,873+11,0771,0740.80%-3
SANOFI(SNY)12,31312,295-186646600.49%-4
KANDI TECHNOLOGIES GROUP INC015,000+15,0000520.04%+52
AUTODESK INC2,0421,971-714184080.31%-10
EATON CORP PLC(ETN)1,1941,078-1162402300.17%-10
KIMBERLY-CLARK CORP(KMB)5,5786,220+6427707520.56%-18
PNC FINL SVCS GROUP INC(PNC)5,4775,467-106906710.50%-19
SALESFORCE INC(CRM)1,1441,094-502422220.17%-20
HUNTINGTON BANCSHARES INC(HBAN)55,29655,216-805965740.43%-22
DUKE ENERGY CORP NEW(DUK)13,86913,852-171,2451,2230.92%-22
ANALOG DEVICES INC(ADI)1,2691,26902472220.17%-25
FREEPORT-MCMORAN INC(FCX)6,9736,735-2382792510.19%-28
VERTEX PHARMACEUTICALS INC(VRTX)2,0972,041-567387100.53%-28
WARNER BROS DISCOVERY INC(WBD)14,41313,899-5141811510.11%-30
TRUIST FINL CORP(TFC)17,94717,921-265455130.38%-32
UNILEVER PLC(UL)13,18913,177-126886510.49%-37
SNOWFLAKE INC(SNOW)1,3751,331-442422030.15%-39
BIOGEN INC(BIIB)1,1321,103-293222830.21%-39
AMCOR PLC(AMCR)47,32547,256-694724330.32%-39
MERCK & CO INC(MRK)2,1702,018-1522502080.16%-43
BRITISH AMERN TOB PLC(BTI)23,82323,798-257917470.56%-43
PEPSICO INC(PEP)2,7502,745-55094650.35%-44
HUBSPOT INC(HUBS)805778-274283830.29%-45
COCA COLA CO(KO)10,43610,416-206285830.44%-45
PROCTER AND GAMBLE CO(PG)3,4453,267-1785234770.36%-46
CANADIAN IMPERIAL BK COMM TO(CM)11,39311,376-174864390.33%-47
ZOETIS INC(ZTS)1,4651,172-2932522040.15%-48
L3HARRIS TECHNOLOGIES INC(LHX)1,9601,924-363843350.25%-49
DOMINION ENERGY INC(D)17,34018,894+1,5548988440.63%-54
PALO ALTO NETWORKS INC(PANW)1,2181,096-1223112570.19%-54
NETFLIX INC(NFLX)941945+44153570.27%-58
JOHNSON CTLS INTL PLC
SHS
4,6594,844+1853172580.19%-60
PPL CORP(PPL)21,39021,373-175665040.38%-62
JOHNSON & JOHNSON(JNJ)5,0614,972-898387740.58%-63
NIKE INC(NKE)2,8232,583-2403122470.19%-65
VISA INC(V)2,4242,217-2075765100.38%-66
TE CONNECTIVITY LTD(TEL)3,6313,528-1035094360.33%-73
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