Fund HoldingsHedges Asset Management LLC

Total Portfolio Value
$127.99M
Total Bought
$7.41M
Total Sold
$14.36M
Net Transaction
-$6.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
GLACIER BANCORP INC NEW(GBCI)0304,323+304,323012,5759.82%+12,575
ARCOS DORADOS HOLDINGS INC(ARCO)0279,000+279,00003,5412.77%+3,541
GENERAL ELECTRIC CO(GE)49,32548,975-3505,4536,2514.88%+798
FMC CORP(FMC)011,200+11,20007060.55%+706
UBER TECHNOLOGIES INC(UBER)43,60043,60002,0052,6842.10%+679
PENN ENTERTAINMENT INC(PENN)197,550199,950+2,4004,5345,2034.06%+669
INTEL CORP(INTC)54,00051,000-3,0001,9202,5632.00%+643
LINDBLAD EXPEDITIONS HLDGS I(LIND)119,900132,800+12,9008631,4971.17%+633
LYFT INC(LYFT)116,050119,550+3,5001,2231,7921.40%+569
CNH INDL N V
SHS
042,000+42,00005120.40%+512
ALASKA AIR GROUP INC012,250+12,25004790.37%+479
NUTANIX INC(NTNX)42,20040,700-1,5001,4721,9411.52%+469
BOEING CO(BA)6,7856,78501,3011,7691.38%+468
HONDA MOTOR LTD(HMC)015,100+15,10004670.36%+467
SHAKE SHACK INC(SHAK)024,600+24,60001,8231.42%+1,823
GAMING & LEISURE PPTYS INC(GLPI)095,760+95,76004,7263.69%+4,726
WELLS FARGO CO NEW(WFC)40,10040,10001,6381,9741.54%+335
KRAFT HEINZ CO(KHC)19,45026,450+7,0006549780.76%+324
CRISPR THERAPEUTICS AG(CRSP)22,52521,375-1,1501,0221,3381.05%+316
CARNIVAL CORP017,000+17,00003150.25%+315
BROOKDALE SR LIVING INC(BKD)182,000182,00007531,0590.83%+306
ALIBABA GROUP HLDG LTD(BABA)03,850+3,85002980.23%+298
SCHWAB CHARLES CORP(SCHW)21,00021,00001,1531,4451.13%+292
VERIZON COMMUNICATIONS INC(VZ)65,75064,050-1,7002,1312,4151.89%+284
PROSHARES TR225,000285,000+60,0002,4502,7022.11%+252
INTERNATIONAL BUSINESS MACHS(IBM)11,20011,100-1001,5711,8151.42%+244
HOWMET AEROSPACE INC(HWM)29,45029,45001,3621,5941.25%+232
ON HLDG AG(ONON)08,500+8,50002290.18%+229
VANGUARD INTL EQUITY INDEX F34,40034,40001,9932,2181.73%+225
NEW GOLD INC CDA432,400417,400-15,0003946090.48%+216
VANECK ETF TRUST
GOLD MINERS ETF
49,90049,90001,3431,5471.21%+205
ORGANON & CO(OGN)12,45027,950+15,5002164030.31%+187
ELANCO ANIMAL HEALTH INC(ELAN)83,80075,500-8,3009421,1250.88%+183
SPROTT PHYSICAL GOLD TR(PHYS)99,00099,00001,4181,5771.23%+159
BANK AMERICA CORP25,30025,30006938520.67%+159
AMNEAL PHARMACEUTICALS INC(AMRX)84,60084,60003575140.40%+157
BARRICK GOLD CORP41,70041,70006077540.59%+148
BRISTOL-MYERS SQUIBB CO(BMY)17,15022,200+5,0509951,1390.89%+144
GE HEALTHCARE TECHNOLOGIES I(GEHC)016,232+16,23201,2550.98%+1,255
VIATRIS INC(VTRS)78,50084,000+5,5007749100.71%+136
LOEWS CORP(L)21,00021,00001,3301,4611.14%+132
JPMORGAN CHASE & CO(JPM)5,1005,10007408680.68%+128
BAIDU INC1,7252,925+1,2002323480.27%+117
LITHIUM AMERS CORP NEW(LAC)017,500+17,50001120.09%+112
WYNN RESORTS LTD(WYNN)023,815+23,81502,1701.70%+2,170
WISDOMTREE TR(WT)10,50011,000+5005516560.51%+105
WESTROCK CO18,40018,200-2006597560.59%+97
DISNEY WALT CO(DIS)8,0508,250+2006527450.58%+92
WARNER BROS DISCOVERY INC(WBD)57,76363,013+5,2506277170.56%+90
TRIPADVISOR INC(TRIP)17,50017,50002903770.29%+87
DUTCH BROS INC(BROS)9,0009,300+3002092950.23%+85
AXONICS INC8,0758,600+5254535350.42%+82
AT&T INC(T)16,50019,500+3,0002483270.26%+79
SKECHERS U S A INC5,3005,30002593300.26%+71
PARAMOUNT GLOBAL33,60034,100+5004335040.39%+71
INTERNATIONAL FLAVORS&FRAGRA(IFF)7,0506,800-2504815510.43%+70
MERCK & CO INC(MRK)18,45018,050-4001,8991,9681.54%+68
NEWMONT CORP(NEM)15,25015,25005636310.49%+68
MAG SILVER CORP57,00063,000+6,0005916560.51%+65
MGM RESORTS INTERNATIONAL(MGM)21,50019,000-2,5007908490.66%+59
3M CO(MMM)4,4604,350-1104184760.37%+58
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,5003,50004965520.43%+56
ISHARES TR36,00035,000-1,0006817340.57%+53
DOW INC(DOW)15,40015,40007948450.66%+51
WABTEC(WAB)2,6002,550-502763240.25%+47
GOODYEAR TIRE & RUBR CO(GT)53,50049,700-3,8006657120.56%+47
MCDONALDS CORP(MCD)1,3001,30003423850.30%+43
ISHARES TR6,5006,50003103440.27%+33
SPROTT PHYSICAL SILVER TR(PSLV)61,00061,00004624930.39%+31
SPDR INDEX SHS FDS
ST STR EU 50 ETF
5,0005,00002102390.19%+29
WILLIAMS COS INC(WMB)24,40024,40008228500.66%+28
COCA COLA CO(KO)7,6007,60004254480.35%+22
FRANCO NEV CORP(FNV)1,5002,000+5002002220.17%+21
ABRDN GOLD ETF TRUST(SGOL)10,00010,00001771970.15%+21
VANGUARD INTL EQUITY INDEX F4,6004,60002392580.20%+20
TELEFONAKTIEBOLAGET LM ERICS(ERIC)19,50018,000-1,500951130.09%+19
DELTA AIR LINES INC DEL(DAL)05,700+5,70002290.18%+229
ISHARES SILVER TR(SLV)12,50012,50002542720.21%+18
ALPHABET INC(GOOG)1,8001,80002372540.20%+16
UNITED PARCEL SERVICE INC(UPS)011,200+11,20001,7611.38%+1,761
MEDTRONIC PLC(MDT)4,3404,300-403403540.28%+14
KINDER MORGAN INC DEL(KMI)12,50012,50002072210.17%+13
GENERAL MTRS CO(GM)6,6006,200-4002182230.17%+5
EL POLLO LOCO HLDGS INC15,00015,00001341320.10%-2
EBAY INC.(EBAY)9,0009,00003973930.31%-4
FORD MTR CO DEL(F)74,20075,200+1,0009229170.72%-5
C3 AI INC(AI)18,70016,300-2,4004774680.37%-9
UNILEVER PLC(UL)31,55031,950+4001,5591,5491.21%-10
DEVON ENERGY CORP NEW(DVN)6,0006,00002862720.21%-14
NEW YORK CMNTY BANCORP INC20,00020,00002272050.16%-22
ADVISORSHARES TR
PURE US CANN ETF
30,00030,00002382100.16%-28
CORTEVA INC(CTVA)9,8659,86505054730.37%-32
CONOCOPHILLIPS(COP)2,8002,400-4003352790.22%-57
ARAMARK(ARMK)9,5009,50003302670.21%-63
CAMECO CORP(CCJ)7,2005,000-2,2002852160.17%-70
KRANESHARES TR16,20013,200-3,0004433560.28%-87
FEDEX CORP(FDX)7,5757,57502,0071,9161.50%-91
DUPONT DE NEMOURS INC(DD)23,47821,478-2,0001,7511,6521.29%-99
SHELL PLC(SHEL)74,55070,850-3,7004,8004,6623.64%-138
SOCIEDAD QUIMICA Y MINERA DE(SQM)23,10020,500-2,6001,3781,2350.96%-144
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