Fund HoldingsKnollwood Investment Advisory, LLC

Total Portfolio Value
$991.65M
Total Bought
$24.07M
Total Sold
$22.60M
Net Transaction
+$1.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VERTIV HOLDINGS CO(VRT)49,15549,15507,96412,3171.24%+4,354
CHENIERE ENERGY INC(LNG)040,552+40,552011,5071.16%+11,507
TARGA RES CORP(TRGP)57,49657,496010,60814,4161.45%+3,808
ADVANCED MICRO DEVICES INC(AMD)43,90462,068+18,1649,40212,6261.27%+3,224
KLA CORP(KLAC)11,49011,490013,96116,9181.71%+2,957
CHEVRON CORPORATION(CVX)031,142+31,14206,4430.65%+6,443
SPDR GOLD TR(GLD)55,63155,631022,04723,9372.41%+1,890
LAM RESEARCH CORP(LRCX)42,79542,79507,3269,1440.92%+1,818
EXXON MOBIL CORP33,23733,23704,0005,6390.57%+1,639
APPLIED MATLS INC17,89017,89004,5986,1150.62%+1,517
GE VERNOVA INC(GEV)6,0936,09303,9825,3190.54%+1,336
ENTERPRISE PRODS PARTNERS L(EPD)196,968196,96806,3157,4530.75%+1,138
KEYSIGHT TECHNOLOGIES INC(KEYS)13,70313,70302,7843,8690.39%+1,085
MONOLITHIC PWR SYS INC(MPWR)05,685+5,68506,2160.63%+6,216
SELECT SECTOR SPDR TR
ST STR ENERG ETF
59,44059,44002,6583,6410.37%+984
ELUTIA INC2,556,7242,556,72401,7712,6850.27%+914
ENERGY TRANSFER L P(ET)0282,726+282,72605,4570.55%+5,457
ROSS STORES INC(ROST)21,75521,75503,9194,7130.48%+794
TERADYNE INC(TER)7,4007,40001,4322,1940.22%+761
FRANKLIN TEMPLETON ETF TR
FTSE TAIWAN
103,200103,20006,2797,0290.71%+750
ENTEGRIS INC(ENTG)022,595+22,59502,6490.27%+2,649
ONEOK INC NEW(OKE)039,497+39,49703,5700.36%+3,570
TAIWAN SEMICONDUCTOR MANUFAC(TSM)18,38018,38005,5856,2120.63%+626
OLD DOMINION FREIGHT LINE IN(ODFL)15,75415,75402,4703,0780.31%+608
EQT CORP(EQT)053,000+53,00003,3730.34%+3,373
ISHARES GOLD TR(IAU)75,13975,160+216,0996,6260.67%+527
HILTON WORLDWIDE HLDGS INC(HLT)30,47330,47308,7539,2660.93%+513
WESTERN MIDSTREAM PARTNERS L(WES)301,032301,032011,89112,3931.25%+503
QUANTA SVCS INC03,823+3,82302,0990.21%+2,099
FASTENAL CO(FAST)072,312+72,31203,3550.34%+3,355
EQUINIX INC(EQIX)02,107+2,10702,0650.21%+2,065
ACUMEN PHARMACEUTICALS INC1,628,5101,628,51003,4363,8430.39%+407
CIENA CORP(CIEN)2,5002,50005859710.10%+386
DEERE & CO(DE)03,725+3,72502,0980.21%+2,098
MCKESSON CORP(MCK)6,5696,56905,3885,6850.57%+296
HERSHEY CO(HSY)011,209+11,20902,3300.23%+2,330
NETFLIX INC.(NFLX)0113,260+113,260010,8901.10%+10,890
CBOE GLOBAL MKTS INC(CBOE)8,8008,80002,2092,4730.25%+265
FREEPORT MCMORAN INC(FCX)32,80032,80001,6661,9280.19%+262
DIAMONDBACK ENERGY INC(FANG)05,475+5,47501,0830.11%+1,083
BURLINGTON STORES INC(BURL)6,9366,93602,0032,2570.23%+253
GOLAR LNG LTD
SHS
014,900+14,90008060.08%+806
CADENCE DESIGN SYSTEM INC(CDNS)026,273+26,27307,3000.74%+7,300
LINDE PLC(LIN)03,524+3,52401,7470.18%+1,747
TRANE TECHNOLOGIES PLC(TT)08,690+8,69003,6210.37%+3,621
CLEAN HARBORS INC(CLH)04,500+4,50001,2900.13%+1,290
ANALOG DEVICES INC(ADI)4,4194,41901,1981,4060.14%+207
MASIMO CORP01,137+1,13702020.02%+202
VENTURE GLOBAL INC(VG)012,150+12,15001910.02%+191
CF INDUSTRIES HOLD(CF)03,639+3,63904720.05%+472
NORTHROP GRUMMAN CORP(NOC)01,704+1,70401,1630.12%+1,163
JOHNSON & JOHNSON(JNJ)4,9434,94301,0231,2080.12%+185
HUBBELL INC(HUBB)03,734+3,73401,8320.18%+1,832
PERMIAN RESOURCES CORP(PR)023,400+23,40004990.05%+499
MOTOROLA SOLUTIONS INC(MSI)03,321+3,32101,4410.15%+1,441
NEUBERGER ENGY INFRSTR & INC077,548+77,54808150.08%+815
MICRON TECHNOLOGY INC(MU)4,3044,104-2001,2281,3860.14%+158
HOWMET AEROSPACE INC(HWM)06,130+6,13001,4130.14%+1,413
CLOUDFLARE INC(NET)016,800+16,80003,4670.35%+3,467
TRADEWEB MKTS INC(TW)015,200+15,20001,7880.18%+1,788
ON SEMICONDUCTOR CORP(ON)14,67815,278+6007959460.10%+151
VALE S A50,00050,00006527960.08%+144
DEVON ENERGY CORP NEW(DVN)010,300+10,30005180.05%+518
CME GROUP INC(CME)06,257+6,25701,8480.19%+1,848
HALLIBURTON CO(HAL)12,34912,34903494810.05%+133
EATON CORP PLC(ETN)03,340+3,34001,1950.12%+1,195
BWX TECHNOLOGIES INC(BWXT)04,066+4,06608310.08%+831
L3HARRIS TECHNOLOGIES INC(LHX)02,492+2,49208600.09%+860
INVESCO DB COMMDY INDX TRCK(DBC)019,030+19,03005510.06%+551
EOG RES INC(EOG)03,220+3,22004660.05%+466
COTERRA ENERGY INC013,916+13,91604890.05%+489
NEXTERA ENERGY INC(NEE)9,7399,73907829050.09%+123
CONOCOPHILLIPS(COP)03,100+3,10004090.04%+409
LATTICE SEMICONDUCTOR CORP(LSCC)06,078+6,07805640.06%+564
TORO CO07,152+7,15206680.07%+668
TJX COS INC NEW(TJX)16,89316,89302,5952,6980.27%+103
FORTINET INC(FTNT)042,771+42,77103,4950.35%+3,495
WALMART INC(WMT)07,315+7,31509090.09%+909
ASML HLDG NV
N Y REGISTRY SHS
0375+37504950.05%+495
BJS WHSL CLUB HLDGS INC(BJ)010,372+10,37201,0210.10%+1,021
ISHARES TR
MSCI SAUDI ARBIA
025,942+25,94201,0310.10%+1,031
ENTERGY CORP NEW(ETR)04,277+4,27704810.05%+481
OREILLY AUTOMOTIVE INC(ORLY)070,590+70,59006,5160.66%+6,516
DARDEN RESTAURANTS INC(DRI)06,287+6,28701,2330.12%+1,233
WATSCO INC(WSO)02,523+2,52309180.09%+918
PROLOGIS INC.(PLD)14,57014,57001,8601,9260.19%+66
ISHARES TR034,105+34,10506240.06%+624
CONSTELLATION BRANDS INC(STZ)05,259+5,25907890.08%+789
REPUBLIC SVCS INC(RSG)08,812+8,81201,9300.19%+1,930
WABTEC(WAB)01,550+1,55003870.04%+387
DUKE ENERGY CORP NEW(DUK)04,055+4,05505310.05%+531
STARBUCKS CORP(SBUX)010,057+10,05709010.09%+901
SOUTHERN CO(SO)05,663+5,66305470.06%+547
RIO TINTO PLC(RIO)3,9503,95003163680.04%+52
AMERICAN ELEC PWR CO INC03,321+3,32104350.04%+435
BHP BILLITON LIMITED04,150+4,15003020.03%+302
MERCK & CO INC(MRK)3,1003,10003263730.04%+47
ISHARES INC6,9256,92507628040.08%+42
FERGUSON ENTERPRISES INC(FERG)03,895+3,89509090.09%+909
AMETEK INC4,5024,50209249650.10%+41
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