Fund HoldingsFOURPATH CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$147.16M
Total Bought
$29.17M
Total Sold
$16.44M
Net Transaction
+$12.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES GOLD TR(IAU)363,058473,092+110,03412,70318,46512.55%+5,761
VANECK ETF TRUST
GOLD MINERS ETF
0179,031+179,03105,5523.77%+5,552
GLOBAL X FDS
GLOBAL X URANIUM
0200,145+200,14505,5423.77%+5,542
PROSHARES TR
SHRT RUSSELL2000
237,697409,423+171,7265,7558,6315.86%+2,876
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
014,477+14,47705060.34%+506
XCEL ENERGY INC(XEL)07,576+7,57604690.32%+469
SPDR INDEX SHS FDS
ST PORT MARK ETF
012,271+12,27104350.30%+435
KENVUE INC(KVUE)018,659+18,65904020.27%+402
APPLE INC(AAPL)016,019+16,01903,0842.10%+3,084
MICROSOFT CORP(MSFT)05,443+5,44302,0471.39%+2,047
NATIONAL GRID PLC(NGG)015,673+15,67301,0660.72%+1,066
TARGET GLOBAL ACQUISI I CORP01,656+1,65602360.16%+236
UBER TECHNOLOGIES INC(UBER)03,752+3,75202310.16%+231
CITIGROUP INC(C)04,428+4,42802280.15%+228
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
09,251+9,25102270.15%+227
GENERAL MTRS CO(GM)06,116+6,11602200.15%+220
INTUITIVE SURGICAL INC0650+65002190.15%+219
RTX CORPORATION(RTX)02,500+2,50002100.14%+210
ASML HOLDING N V
N Y REGISTRY SHS
0277+27702100.14%+210
LENNAR CORP(LEN)01,395+1,39502080.14%+208
CHARLES RIV LABS INTL INC(CRL)0876+87602070.14%+207
AT&T INC(T)0133,792+133,79202,2451.53%+2,245
UNION PAC CORP(UNP)0842+84202070.14%+207
TJX COS INC NEW(TJX)02,196+2,19602060.14%+206
AFLAC INC(AFL)02,486+2,48602050.14%+205
SHERWIN WILLIAMS CO(SHW)0652+65202030.14%+203
LINDE PLC(LIN)0493+49302020.14%+202
LOWES COS INC(LOW)0907+90702020.14%+202
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7282,810+1,0822454430.30%+199
AMAZON COM INC(AMZN)09,167+9,16701,3930.95%+1,393
RIO TINTO PLC(RIO)16,87316,880+71,0741,2570.85%+183
US BANCORP DEL(USB)19,09218,283-8096317910.54%+160
COCA COLA CO(KO)10,41612,354+1,9385837280.49%+145
ABBVIE INC(ABBV)8,1058,687+5821,2081,3460.91%+138
PNC FINL SVCS GROUP INC(PNC)5,4675,221-2466718080.55%+137
BROADCOM INC(AVGO)0833+83309300.63%+930
CROWDSTRIKE HLDGS INC(CRWD)2,6232,238-3854395710.39%+132
TRUIST FINL CORP(TFC)17,92117,049-8725136290.43%+117
SIMON PPTY GROUP INC NEW(SPG)3,2253,22503484600.31%+112
HUNTINGTON BANCSHARES INC(HBAN)55,21652,461-2,7555746670.45%+93
SPDR S&P 500 ETF TR(SPY)1,8631,86307978860.60%+89
CANADIAN IMPERIAL BK COMM TO(CM)11,37610,884-4924395240.36%+85
JPMORGAN CHASE & CO(JPM)3,5293,485-445125930.40%+81
VERIZON COMMUNICATIONS INC(VZ)043,267+43,26701,6311.11%+1,631
NETFLIX INC(NFLX)945885-603574310.29%+74
ENBRIDGE INC(ENB)040,479+40,47901,4580.99%+1,458
DUKE ENERGY CORP NEW(DUK)13,85213,343-5091,2231,2950.88%+72
SOUTHERN CO(SO)018,077+18,07701,2680.86%+1,268
ACCENTURE PLC IRELAND
SHS CLASS A
1,1081,170+623404110.28%+70
S&P GLOBAL INC(SPGI)845856+113093770.26%+68
VERTEX PHARMACEUTICALS INC(VRTX)2,0411,905-1367107750.53%+65
L3HARRIS TECHNOLOGIES INC(LHX)1,9241,881-433353960.27%+61
PPL CORP(PPL)21,37320,834-5395045650.38%+61
AUTODESK INC1,9711,915-564084660.32%+58
HUBSPOT INC(HUBS)778760-183834410.30%+58
TC ENERGY CORP(TRP)017,980+17,98007030.48%+703
SNOWFLAKE INC(SNOW)1,3311,299-322032590.18%+55
REALTY INCOME CORP(O)8,9038,688-2154454990.34%+54
PROSHARES TR
SHRT HGH YIELD
642,115690,297+48,18211,84711,9018.09%+54
VISA INC(V)2,2172,157-605105620.38%+52
ISHARES TR2,0992,09903714210.29%+50
THERMO FISHER SCIENTIFIC INC(TMO)465537+722352850.19%+50
GRAINGER W W INC(GWW)0405+40503360.23%+336
TE CONNECTIVITY LTD(TEL)3,5283,435-934364830.33%+47
ISHARES TR5,5585,532-263854300.29%+45
MPLX LP(MPLX)39,04839,04801,3891,4340.97%+45
PALO ALTO NETWORKS INC(PANW)1,0961,006-902572970.20%+40
SALESFORCE INC(CRM)1,094990-1042222610.18%+39
OGE ENERGY CORP(OGE)022,506+22,50607860.53%+786
ADOBE INC(ADBE)547525-222793130.21%+34
BERKSHIRE HATHAWAY INC DEL3301,5941,6281.11%+33
NIKE INC(NKE)2,5832,547-362472770.19%+30
ANALOG DEVICES INC(ADI)1,2691,265-42222510.17%+29
ENTERGY CORP NEW(ETR)5,8225,599-2235395670.39%+28
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
4,4083,723-6852913180.22%+27
AMERICAN ELEC PWR CO INC08,639+8,63907020.48%+702
ONEOK INC NEW(OKE)3,6133,617+42292540.17%+25
GILEAD SCIENCES INC(GILD)6,7406,530-2105055290.36%+24
BERKSHIRE HATHAWAY INC DEL3,6253,62501,2701,2930.88%+23
PHILLIPS 66(PSX)1,6771,678+12012230.15%+22
ZOETIS INC(ZTS)1,1721,139-332042250.15%+21
EATON CORP PLC(ETN)1,0781,035-432302490.17%+19
META PLATFORMS INC(META)1,6661,458-2085005160.35%+16
FREEPORT-MCMORAN INC(FCX)6,7356,245-4902512660.18%+15
DOMINION ENERGY INC(D)18,89418,229-6658448570.58%+13
MERCK & CO INC(MRK)2,0182,011-72082190.15%+11
JOHNSON CTLS INTL PLC
SHS
4,8444,604-2402582650.18%+8
MEDTRONIC PLC(MDT)7,1286,852-2765595650.38%+6
PAYCHEX INC(PAYX)3,1893,136-533683740.25%+6
WESTERN ASSET HIGH INCOME OP15,46615,465-156600.04%+3
JOHNSON & JOHNSON(JNJ)4,9724,961-117747780.53%+3
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
4,1354,13502382410.16%+3
VANGUARD TAX-MANAGED FDS9,0988,352-7463984000.27%+2
AMCOR PLC(AMCR)47,25645,136-2,1204334350.30%+2
CONAGRA BRANDS INC(CAG)012,269+12,26903520.24%+352
BIOGEN INC(BIIB)1,1031,088-152832820.19%-2
VANGUARD SPECIALIZED FUNDS1,7091,529-1802662610.18%-5
GOLDMAN SACHS BDC INC(GSBD)23,14922,598-5513373310.22%-6
CONOCOPHILLIPS(COP)1,7591,75902112040.14%-6
PROCTER AND GAMBLE CO(PG)3,2673,207-604774700.32%-7
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