Fund HoldingsAdvanced Portfolio Management, LLC

Total Portfolio Value
$97.18M
Total Bought
$36.84M
Total Sold
$91.25M
Net Transaction
-$54.42M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ASTRAZENECA PLC(AZN)065,000+65,00005,0645.21%+5,064
CONOCOPHILLIPS(COP)047,500+47,50005,0015.15%+5,001
NEXTRACKER INC0130,100+130,10004,8765.02%+4,876
MICRON TECHNOLOGY INC(MU)5,78145,597+39,8167604,7294.87%+3,968
ISHARES INC085,000+85,00003,8984.01%+3,898
PAYPAL HLDGS INC(PYPL)045,000+45,00003,5113.61%+3,511
TEVA PHARMACEUTICAL INDS LTD(TEVA)0190,000+190,00003,4243.52%+3,424
STELLANTIS N.V(STLA)0215,000+215,00003,0213.11%+3,021
RIO TINTO PLC(RIO)035,000+35,00002,4912.56%+2,491
NVIDIA CORPORATION(NVDA)35,00044,000+9,0004,3245,3435.50%+1,019
DELL TECHNOLOGIES INC(DELL)26,00035,000+9,0003,5864,1494.27%+563
NEXSTAR MEDIA GROUP INC(NXST)2,1500-2,1501130-113
CUMMINS INC(CMI)1,807968-8395003130.32%-187
DOMINION ENERGY INC(D)10,5145,632-4,8825153250.33%-190
VISA INC(V)1,704913-7914472510.26%-196
PG&E CORP(PCG)28,88915,475-13,4145043060.31%-198
SEMPRA(SRE)6,7693,626-3,1435153030.31%-212
MOODYS CORP(MCO)1,285689-5965413270.34%-214
JPMORGAN CHASE & CO.(JPM)2,6881,440-1,2485443040.31%-240
REGENERON PHARMACEUTICALS(REGN)498267-2315232810.29%-243
SCHLUMBERGER LTD(SLB)9,8985,302-4,5964672220.23%-245
BANK AMERICA CORP14,2507,634-6,6165673030.31%-264
AMAZON COM INC(AMZN)36,84036,343-4977,1196,7726.97%-348
STARBUCKS CORP(SBUX)21,45411,493-9,9611,6701,1201.15%-550
TESLA INC(TSLA)10,7475,757-4,9902,1271,5061.55%-620
TRAVELERS COMPANIES INC(TRV)9,3324,999-4,3331,8981,1701.20%-727
VENTAS INC(VTR)43,93423,534-20,4002,2521,5091.55%-743
CATERPILLAR INC(CAT)6,3673,411-2,9562,1211,3341.37%-787
S&P GLOBAL INC(SPGI)4,8012,572-2,2292,1411,3291.37%-812
NEWMONT CORP(NEM)62,92633,707-29,2192,6351,8021.85%-833
AIR PRODS & CHEMS INC9,3074,986-4,3212,4021,4851.53%-917
CHURCH & DWIGHT CO INC(CHD)20,93511,215-9,7202,1711,1741.21%-996
BOEING CO(BA)9,9245,316-4,6081,8068080.83%-998
MARRIOTT INTL INC NEW(MAR)10,2965,516-4,7802,4891,3711.41%-1,118
ALPHABET INC(GOOG)13,8887,440-6,4482,5301,2341.27%-1,296
ISHARES TR150,00080,000-70,0003,8992,5422.62%-1,356
JOHNSON CTLS INTL PLC
SHS
24,9440-24,9441,6580-1,658
APPLE INC(AAPL)25,70213,768-11,9345,4133,2083.30%-2,205
ROYALTY PHARMA PLC(RPRX)240,000140,000-100,0006,3293,9614.08%-2,368
MICROSOFT CORP(MSFT)11,3886,101-5,2875,0902,6252.70%-2,465
COMCAST CORP NEW(CCZ)83,7196,010-77,7093,2782510.26%-3,027
BANCO SANTANDER S.A.(SAN)1,550,000750,000-800,0007,1773,8253.94%-3,351
MERCADOLIBRE INC(MELI)2,2500-2,2503,6980-3,698
CITIGROUP INC(C)152,50295,089-57,4139,6785,9536.13%-3,725
PARKER-HANNIFIN CORP(PH)12,5004,000-8,5006,3232,5272.60%-3,795
SPDR SER TR
ST STR SP HOME
40,0000-40,0004,0430-4,043
LOWES COS INC(LOW)18,5000-18,5004,0790-4,079
MATCH GROUP INC NEW(MTCH)135,0000-135,0004,1010-4,101
PROLOGIS INC.(PLD)37,5000-37,5004,2120-4,212
NEW FORTRESS ENERGY INC215,00025,000-190,0004,7262270.23%-4,498
LAS VEGAS SANDS CORP(LVS)115,0000-115,0005,0890-5,089
INTEL CORP(INTC)165,0000-165,0005,1100-5,110
ADVANCED MICRO DEVICES INC(AMD)11,3666,089-5,2776,7759991.03%-5,776
VALE S A550,0000-550,0006,1440-6,143
ISHARES TR
HDG MSCI JAPAN
110,0000-110,0007,5060-7,506
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