Fund HoldingsVELA Investment Management, LLC

Total Portfolio Value
$282.54M
Total Bought
$60.69M
Total Sold
$35.89M
Net Transaction
+$24.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
iShares Semiconductor ETF(Call)022,500+22,50005,549+5,549
Coca-Cola Consolidated Inc(COKE)04,088+4,08804,4351.57%+4,435
Johnson & Johnson(JNJ)031,434+31,43404,5941.63%+4,594
Altria Group Inc(MO)050,093+50,09302,2820.81%+2,282
AT&T Inc(T)0110,595+110,59502,1130.75%+2,113
Lincoln Electric Holdings Inc(LECO)5,57118,678+13,1071,4233,5231.25%+2,100
Alphabet Inc(GOOG)(Put)6,00015,000+9,0009062,732+1,827
ServiceNow Inc(NOW)(Put)5,0007,000+2,0003,8125,507+1,695
Seaboard Corp(SEB)295807+5129512,5510.90%+1,600
Mama's Creations Inc206,064387,152+181,0881,0302,6090.92%+1,579
Zoetis Inc(ZTS)08,916+8,91601,5460.55%+1,546
Microsoft Corp(MSFT)(Put)6,0009,000+3,0002,5244,023+1,498
Alphabet Inc(GOOG)54,19953,087-1,1128,1809,6703.42%+1,490
Autodesk Inc3,8639,885+6,0221,0062,4460.87%+1,440
Apple Inc(AAPL)(Put)06,500+6,50001,369+1,369
Crowdstrike Holdings Inc(CRWD)(Put)03,500+3,50001,341+1,341
Bank of America Corp(Put)22,50052,500+30,0008532,088+1,235
Enterprise Products Partners L(EPD)(Put)040,000+40,00001,159+1,159
Amazon.com Inc(AMZN)14,64619,532+4,8862,6423,7751.34%+1,133
Citigroup Inc(C)(Put)12,50030,000+17,5007911,904+1,113
Copa Holdings SA(CPA)15,35628,376+13,0201,5992,7010.96%+1,101
Accenture PLC(Put)
SHS CLASS A
03,400+3,40001,032+1,032
Suncor Energy Inc(SU)(Put)027,000+27,00001,029+1,029
Meta Platforms Inc(META)(Put)02,000+2,00001,008+1,008
NIKE Inc(NKE)3,53616,708+13,1723321,2590.45%+927
Baker Hughes Co(BKR)(Put)025,000+25,0000879+879
Hub Group Inc(HUBG)218,212239,183+20,9719,43110,2973.64%+866
Starbucks Corp(SBUX)31,14747,097+15,9502,8473,6671.30%+820
JB Hunt Transport Services Inc(JBHT)09,819+9,81901,5710.56%+1,571
Enstar Group Ltd2,3804,998+2,6187401,5280.54%+788
Core & Main Inc(CNM)(Put)013,000+13,0000636+636
AMN Healthcare Services Inc012,190+12,19006240.22%+624
Kirby Corp(KEX)142,740118,792-23,94813,60614,2235.03%+617
Deere & Co(DE)(Put)01,600+1,6000598+598
MPLX LP(MPLX)019,768+19,76808420.30%+842
Wells Fargo & Co(WFC)(Put)10,00018,000+8,0005801,069+489
Infineon Technologies AG(IFNNF)012,779+12,77904710.17%+471
Wix.com Ltd
SHS
6,8158,823+2,0089371,4030.50%+467
JFrog Ltd(FROG)56,42778,545+22,1182,4952,9491.04%+454
Medtronic PLC(MDT)40,98751,037+10,0503,5724,0171.42%+445
Apple Inc(AAPL)011,239+11,23902,3670.84%+2,367
Applied Industrial Technologie(AIT)23,35225,936+2,5844,6135,0321.78%+418
Lantheus Holdings Inc(LNTH)021,392+21,39201,7180.61%+1,718
Antero Resources Corp(AR)22,64331,328+8,6856571,0220.36%+366
BBB Foods Inc(TBBB)015,000+15,00003580.13%+358
Tyson Foods Inc(TSN)05,919+5,91903380.12%+338
Arch Capital Group Ltd
ORD
45,53444,627-9074,2094,5021.59%+293
EPAM Systems Inc(EPAM)01,469+1,46902760.10%+276
Tetra Tech Inc(TTEK)6,5787,278+7001,2151,4880.53%+273
Agilent Technologies Inc(A)1,4193,508+2,0892064550.16%+248
Huntington Ingalls Industries(HII)07,709+7,70901,8990.67%+1,899
Graham Holdings Co(GHC)8,6519,839+1,1886,6416,8832.44%+242
PROCEPT BioRobotics Corp(PRCT)20,48720,48701,0121,2520.44%+239
Indivior PLC015,000+15,00002350.08%+235
T-Mobile US Inc(TMUS)06,765+6,76501,1920.42%+1,192
3M Co(MMM)10,64813,195+2,5471,1291,3480.48%+219
Microsoft Corp(MSFT)8,5288,511-173,5883,8041.35%+216
SI-BONE Inc0112,088+112,08801,4490.51%+1,449
Elanco Animal Health Inc(ELAN)013,683+13,68301970.07%+197
CenterPoint Energy Inc(CNP)037,165+37,16501,1510.41%+1,151
Goldman Sachs Group Inc/The(GS)2,3172,564+2479681,1600.41%+192
BWX Technologies Inc(BWXT)027,331+27,33102,5960.92%+2,596
Alamos Gold Inc195,357195,35702,8823,0631.08%+182
Criteo SA(CRTO)99,34596,845-2,5003,4843,6531.29%+169
AstraZeneca PLC(AZN)15,53315,53301,0521,2110.43%+159
Smartsheet Inc(Put)10,00012,000+2,000385529+144
Boston Scientific Corp(BSX)16,18416,18401,1081,2460.44%+138
Suncor Energy Inc(SU)77,59778,328+7312,8642,9841.06%+120
Adobe Inc(ADBE)02,267+2,26701,2590.45%+1,259
Atlanta Braves Holdings Inc62,17264,378+2,2062,4282,5390.90%+111
Baker Hughes Co(BKR)48,36649,137+7711,6201,7280.61%+108
Accenture PLC
SHS CLASS A
04,560+4,56001,3840.49%+1,384
Adobe Inc(ADBE)(Put)02,100+2,10001,167+1,167
Meta Platforms Inc(META)4,0924,144+521,9872,0890.74%+102
TJX Cos Inc/The(TJX)011,474+11,47401,2630.45%+1,263
LyondellBasell Industries NV
SHS - A -
04,839+4,83904630.16%+463
Booking Holdings Inc(BKNG)0216+21608560.30%+856
John B Sanfilippo & Son Inc(JBSS)09,989+9,98909710.34%+971
Houlihan Lokey Inc(HLI)010,778+10,77801,4540.51%+1,454
MetLife Inc(MET)17,54419,539+1,9951,3001,3710.49%+71
Axis Capital Holdings Ltd
SHS
49,56946,619-2,9503,2233,2941.17%+71
Smartsheet Inc12,29112,29104735420.19%+69
Onto Innovation Inc(ONTO)01,683+1,68303700.13%+370
Tidewater Inc(TDW)22,37222,249-1232,0582,1180.75%+60
Zebra Technologies Corp Cl A(ZBRA)6,6416,667+262,0022,0600.73%+58
Bank of America Corp30,39230,39201,1521,2090.43%+56
FedEx Corp(FDX)5,4535,45301,5801,6350.58%+55
Energy Transfer LP(ET)(Put)110,500110,50001,7381,792+54
Uber Technologies Inc(UBER)7,5428,702+1,1605816320.22%+52
Genuine Parts Co(GPC)03,124+3,12404320.15%+432
FedEx Corp(FDX)(Put)5,0005,00001,4491,499+51
1st Source Corp(SRCE)037,774+37,77402,0250.72%+2,025
Energy Transfer LP(ET)90,40790,40701,4221,4660.52%+44
ServiceNow Inc(NOW)01,809+1,80901,4230.50%+1,423
Maravai LifeSciences Holdings(MRVI)74,31795,866+21,5496446860.24%+42
AbbVie Inc(ABBV)014,097+14,09702,4180.86%+2,418
NVIDIA Corp(NVDA)0653+6530810.03%+81
Foraco International SA017,829+17,8290310.01%+31
Coca-Cola Co/The(KO)04,183+4,18302660.09%+266
Assured Guaranty Ltd(AGO)023,398+23,39801,8050.64%+1,805
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