Fund HoldingsHedges Asset Management LLC

Total Portfolio Value
$114.49M
Total Bought
$4.54M
Total Sold
$6.18M
Net Transaction
-$1.64M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
KRAFT HEINZ CO(KHC)019,450+19,45006540.57%+654
AXONICS INC08,075+8,07504530.40%+453
SHELL PLC(SHEL)74,55074,55004,5014,8004.19%+298
NUTANIX INC(NTNX)42,20042,20001,1841,4721.29%+288
SCHLUMBERGER LTD(SLB)43,00040,500-2,5002,1122,3612.06%+249
PROSHARES TR208,000225,000+17,0002,2092,4502.14%+241
BRISTOL-MYERS SQUIBB CO(BMY)11,85017,150+5,3007589950.87%+238
ALPHABET INC(GOOG)01,800+1,80002370.21%+237
BAIDU INC01,725+1,72502320.20%+232
PFIZER INC(PFE)06,700+6,70002220.19%+222
BP PLC(BP)89,91087,400-2,5103,1733,3842.96%+211
INTERNATIONAL FLAVORS&FRAGRA(IFF)3,7507,050+3,3002984810.42%+182
CHEVRON CORP NEW(CVX)13,54213,54202,1312,2831.99%+153
CINEMARK HLDGS INC(CNK)82,00082,00001,3531,5051.31%+152
DISNEY WALT CO(DIS)5,6608,050+2,3905056520.57%+147
SCHWAB CHARLES CORP(SCHW)18,00021,000+3,0001,0201,1531.01%+133
IMAX CORP52,30052,30008891,0100.88%+122
WARNER BROS DISCOVERY INC(WBD)40,51357,763+17,2505086270.55%+119
TARGET CORP(TGT)2,3253,850+1,5253074260.37%+119
JPMORGAN CHASE & CO(JPM)4,3005,100+8006257400.65%+114
VIATRIS INC(VTRS)67,50078,500+11,0006747740.68%+100
WESTROCK CO19,30018,400-9005616590.58%+98
AMNEAL PHARMACEUTICALS INC(AMRX)84,60084,60002623570.31%+95
LOEWS CORP(L)21,00021,00001,2471,3301.16%+83
ELANCO ANIMAL HEALTH INC(ELAN)88,50083,800-4,7008659420.82%+77
CONOCOPHILLIPS(COP)2,5002,800+3002593350.29%+76
KRANESHARES TR13,75016,200+2,4503704430.39%+73
INTERNATIONAL BUSINESS MACHS(IBM)11,20011,20001,4991,5711.37%+73
ADVISORSHARES TR
PURE US CANN ETF
030,000+30,00002380.21%+238
PROSHARES TR
SHRT 20+YR TRE
17,50017,50003804400.38%+61
DUPONT DE NEMOURS INC(DD)23,67823,478-2001,6921,7511.53%+60
CAMECO CORP(CCJ)7,4007,200-2002322850.25%+54
LYFT INC(LYFT)119,550116,050-3,5001,1771,2231.07%+46
MCDONALDS CORP(MCD)1,0001,300+3002983420.30%+44
HONDA MOTOR LTD(HMC)15,50015,100-4004705080.44%+38
GENERAL ELECTRIC CO(GE)49,32549,32505,4185,4534.76%+35
WILLIAMS COS INC(WMB)24,40024,40007968220.72%+26
KYNDRYL HLDGS INC(KD)014,000+14,00002110.18%+211
LINDBLAD EXPEDITIONS HLDGS I(LIND)78,700119,900+41,2008568630.75%+7
NEW YORK CMNTY BANCORP INC20,00020,00002252270.20%+2
DEVON ENERGY CORP NEW(DVN)6,0006,00002902860.25%-4
BANK AMERICA CORP24,30025,300+1,0006976930.61%-4
EBAY INC.(EBAY)9,0009,00004023970.35%-5
VANECK ETF TRUST
GOLD MINERS ETF
44,80049,900+5,1001,3491,3431.17%-6
ABRDN GOLD ETF TRUST(SGOL)010,000+10,00001770.15%+177
ISHARES SILVER TR(SLV)12,50012,50002612540.22%-7
KINDER MORGAN INC DEL(KMI)12,50012,50002152070.18%-8
WABTEC(WAB)2,6002,60002852760.24%-9
BARCLAYS PLC153,700153,900+2001,2081,1991.05%-9
ERICSSON(ERIC)019,500+19,5000950.08%+95
VANGUARD INTL EQUITY INDEX F4,6004,60002502390.21%-12
SPROTT PHYSICAL SILVER TR(PSLV)61,00061,00004754620.40%-13
FRANCO NEV CORP(FNV)01,500+1,50002000.17%+200
BROOKDALE SR LIVING INC(BKD)182,000182,00007687530.66%-15
INTEL CORP(INTC)57,90054,000-3,9001,9361,9201.68%-16
ISHARES TR6,5006,50003293100.27%-18
SKECHERS U S A INC5,3005,30002792590.23%-20
SPDR INDEX SHS FDS
ST STR EU 50 ETF
5,0005,00002302100.18%-20
DOW INC(DOW)15,40015,40008207940.69%-26
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,5003,50005244960.43%-28
COCA COLA CO(KO)7,6007,60004584250.37%-32
WISDOMTREE TR(WT)10,50010,50005865510.48%-35
FEDEX CORP(FDX)8,2507,575-6752,0452,0071.75%-38
TRIPADVISOR INC(TRIP)20,00017,500-2,5003302900.25%-40
CRISPR THERAPEUTICS AG(CRSP)18,95022,525+3,5751,0641,0220.89%-41
MEDTRONIC PLC(MDT)4,3404,34003823400.30%-42
DUTCH BROS INC(BROS)9,0009,00002562090.18%-47
ISHARES TR38,00036,000-2,0007296810.59%-48
AT&T INC(T)19,05016,500-2,5503042480.22%-56
PARAMOUNT GLOBAL30,80033,600+2,8004904330.38%-57
BOEING CO(BA)6,4356,785+3501,3591,3011.14%-58
SPROTT PHYSICAL GOLD TR(PHYS)99,00099,00001,4771,4181.24%-59
CORTEVA INC(CTVA)9,8659,86505655050.44%-61
GOODYEAR TIRE & RUBR CO(GT)53,50053,50007326650.58%-67
GENERAL MTRS CO(GM)7,4006,600-8002852180.19%-68
WELLS FARGO CO NEW(WFC)40,10040,10001,7111,6381.43%-73
NEW GOLD INC CDA432,400432,40004673940.34%-73
UNILEVER PLC(UL)31,40031,550+1501,6371,5591.36%-78
ARAMARK(ARMK)9,5009,50004093300.29%-79
CARNIVAL CORP17,00017,00003202330.20%-87
UBER TECHNOLOGIES INC(UBER)48,60043,600-5,0002,0982,0051.75%-93
MAG SILVER CORP61,50057,000-4,5006855910.52%-94
VERIZON COMMUNICATIONS INC(VZ)59,90065,750+5,8502,2282,1311.86%-97
HOWMET AEROSPACE INC(HWM)29,45029,45001,4601,3621.19%-97
EDWARDS LIFESCIENCES CORP3,9003,90003682700.24%-98
BARRICK GOLD CORP41,70041,70007066070.53%-99
SOCIEDAD QUIMICA Y MINERA DE(SQM)20,60023,100+2,5001,4961,3781.20%-118
FORD MTR CO DEL(F)69,20074,200+5,0001,0479220.80%-125
NEWMONT CORP(NEM)16,15015,250-9006895630.49%-125
V F CORP(VFC)34,00029,450-4,5506495200.45%-129
VANGUARD INTL EQUITY INDEX F34,40034,40002,1221,9931.74%-130
EL POLLO LOCO HLDGS INC32,50015,000-17,5002851340.12%-151
MGM RESORTS INTERNATIONAL(MGM)21,50021,50009447900.69%-154
PENN ENTERTAINMENT INC(PENN)195,950197,550+1,6004,7094,5343.96%-175
3M CO(MMM)5,9404,460-1,4805954180.36%-177
MERCK & CO INC(MRK)18,05018,450+4002,0831,8991.66%-183
SOUTHWEST AIRLS CO(LUV)44,00051,800+7,8001,5931,4021.22%-191
ISHARES TR000000
C3 AI INC(AI)18,72518,700-256824770.42%-205
ORGANON & CO(OGN)20,25012,450-7,8004212160.19%-205
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