Fund HoldingsFielder Capital Group LLC

Total Portfolio Value
$260.21M
Total Bought
$45.77M
Total Sold
$13.04M
Net Transaction
+$32.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
CHICAGO ATLANTIC REAL ESTATE0547,677+547,67708,4123.23%+8,412
DIGITAL RLTY TR INC(DLR)024,966+24,96603,7961.46%+3,796
MID-AMER APT CMNTYS INC(MAA)026,106+26,10603,7231.43%+3,723
CAMDEN PPTY TR(CPT)033,806+33,80603,6891.42%+3,689
TEXAS PACIFIC LAND CORPORATI(TPL)12,94812,881-677,4909,4583.63%+1,968
ISHARES INC862,162917,912+55,7508,76010,5474.05%+1,787
ISHARES GOLD TR(IAU)173,809236,357+62,5483,8535,4832.11%+1,630
NVIDIA CORPORATION(NVDA)4,60146,527+41,9264,1575,7482.21%+1,591
VANGUARD INDEX FDS09,189+9,18901,4740.57%+1,474
GLOBAL X FDS
GLOBAL X COPPER
348,921355,825+6,90414,80516,0516.17%+1,247
ISHARES TR09,685+9,68501,1500.44%+1,150
VANGUARD INDEX FDS03,061+3,06101,1450.44%+1,145
ABRDN SILVER ETF TRUST120,438139,287+18,8492,8683,8781.49%+1,010
SPROTT PHYSICAL SILVER TR(PSLV)613,621613,415-2065,0876,0912.34%+1,004
VANECK ETF TRUST
JUNIOR GOLD MINE
135,747144,225+8,4785,2596,0752.33%+816
SCHWAB STRATEGIC TR020,480+20,48007870.30%+787
EXXON MOBIL CORP22,58028,909+6,3292,6253,3281.28%+703
IMPERIAL OIL LTD(IMO)07,176+7,17604900.19%+490
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,582+2,58204490.17%+449
WILLIS TOWERS WATSON PLC LTD(WTW)01,591+1,59104170.16%+417
VANECK ETF TRUST
GOLD MINERS ETF
175,211175,21105,5405,9452.28%+405
AMPLIFY ETF TR25,45757,167+31,7102536470.25%+394
SHELL PLC(SHEL)05,347+5,34703860.15%+386
VANGUARD TAX-MANAGED FDS014,902+14,90207360.28%+736
APPLE INC(AAPL)016,830+16,83003,5451.36%+3,545
ISHARES TR06,012+6,01203520.14%+352
MUELLER INDS INC(MLI)56,14358,876+2,7333,0283,3521.29%+325
UNILEVER PLC(UL)05,521+5,52103040.12%+304
ALPHABET INC(GOOG)5,6496,311+6628601,1580.44%+297
WHEATON PRECIOUS METALS CORP(WPM)024,525+24,52501,2860.49%+1,286
ISHARES TR02,678+2,67802860.11%+286
PHILIP MORRIS INTL INC(PM)02,725+2,72502760.11%+276
BRITISH AMERN TOB PLC(BTI)08,694+8,69402690.10%+269
NEWMONT CORP(NEM)06,165+6,16502580.10%+258
ISHARES SILVER TR(SLV)092,609+92,60902,4610.95%+2,461
ISHARES INC
CORE MSCI EMKT
04,606+4,60602470.09%+247
FOMENTO ECONOMICO MEXICANO S(FMX)02,251+2,25102420.09%+242
FIRST SOLAR INC(FSLR)0975+97502200.08%+220
COSTCO WHSL CORP NEW(COST)1,5671,609+421,1481,3670.53%+220
IRON MTN INC DEL(IRM)02,422+2,42202170.08%+217
VALERO ENERGY CORP(VLO)01,378+1,37802160.08%+216
WILLIAMS COS INC(WMB)05,078+5,07802160.08%+216
SPDR SER TR
ST STR BLO 1 ETF
02,340+2,34002150.08%+215
ISHARES TR0690+69002050.08%+205
WESTROCK CO04,065+4,06502040.08%+204
BOOKING HOLDINGS INC(BKNG)051+5102020.08%+202
WALMART INC(WMT)02,968+2,96802010.08%+201
TESLA INC(TSLA)01,011+1,01102000.08%+200
AMBEV SA(ABEV)086,850+86,85001780.07%+178
HALEON PLC(HLN)021,088+21,08801740.07%+174
GLOBAL X FDS
GLB X MLP ENRG I
174,937171,253-3,6848,5708,7423.36%+172
ALPHABET INC(GOOG)6,1246,002-1229241,0930.42%+169
SPROTT FDS TR
URANI MINER ETF
121,715125,143+3,4285,9996,1622.37%+163
LLOYDS BANKING GROUP PLC(LYG)056,627+56,62701550.06%+155
MICROSOFT CORP(MSFT)5,7125,698-142,4032,5470.98%+144
INTUITIVE SURGICAL INC2,5012,544+439981,1320.43%+134
APPLIED MATLS INC3,7833,802+197808970.34%+117
NETFLIX INC(NFLX)891953+625416430.25%+102
AMAZON COM INC(AMZN)4,6694,880+2118429430.36%+101
META PLATFORMS INC(META)1,9192,044+1259321,0310.40%+99
ITAU UNIBANCO HLDG S A(ITUB)015,105+15,1050880.03%+88
CACI INTL INC(CACI)1,5951,59506046860.26%+82
ARISTA NETWORKS INC1,1951,219+243474270.16%+81
MONOLITHIC PWR SYS INC(MPWR)0467+46703840.15%+384
ORACLE CORP(ORCL)4,4634,480+175616330.24%+72
UNITEDHEALTH GROUP INC(UNH)4,6094,597-122,2802,3410.90%+61
BROADCOM INC(AVGO)0241+24103860.15%+386
COCA COLA CO(KO)011,844+11,84407540.29%+754
ASP ISOTOPES INC018,055+18,0550550.02%+55
KLA CORP(KLAC)0393+39303240.12%+324
ELI LILLY & CO(LLY)378379+12943430.13%+49
CHIPOTLE MEXICAN GRILL INC(CMG)764,300+4,2242212690.10%+48
BANK AMERICA CORP07,041+7,04102800.11%+280
CHENIERE ENERGY INC(LNG)02,835+2,83504960.19%+496
PROCTER AND GAMBLE CO(PG)2,3242,499+1753774120.16%+35
SPROTT PHYSICAL GOLD TR(PHYS)42,20742,20707307620.29%+32
NEXTERA ENERGY INC(NEE)03,758+3,75802660.10%+266
MOTOROLA SOLUTIONS INC(MSI)0965+96503730.14%+373
ELEVANCE HEALTH INC(ELV)1,4101,404-67317610.29%+30
FREEPORT-MCMORAN INC(FCX)8,6118,922+3114054340.17%+29
MCKESSON CORP(MCK)0526+52603070.12%+307
REGENERON PHARMACEUTICALS(REGN)0264+26402770.11%+277
ETFS GOLD TR(SGOL)42,17741,529-6488969230.35%+27
TRACTOR SUPPLY CO(TSCO)2,6642,675+116977220.28%+25
TRANE TECHNOLOGIES PLC(TT)806809+32422660.10%+24
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,329+1,32903010.12%+301
ISHARES TR01,104+1,10402720.10%+272
LAM RESEARCH CORP(LRCX)207208+12012220.09%+20
VANGUARD WORLD FD73173102102300.09%+20
ISHARES TR03,746+3,74604780.18%+478
DIAMONDBACK ENERGY INC(FANG)8,8028,806+41,7441,7630.68%+19
CONSTELLATION ENERGY CORP(CEG)1,0881,08802012180.08%+17
EVERCORE INC(EVR)1,0621,058-42052210.08%+16
LOCKHEED MARTIN CORP(LMT)0733+73303420.13%+342
ISHARES TR71171103743890.15%+15
ISHARES TR04,966+4,96605160.20%+516
ARCHER DANIELS MIDLAND CO08,257+8,25704990.19%+499
HONEYWELL INTL INC(HON)02,317+2,31704950.19%+495
AMPHENOL CORP NEW1,8393,328+1,4892122240.09%+12
VANGUARD INDEX FDS01,555+1,55504160.16%+416
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