Fund HoldingsDLK Investment Management, LLC

Total Portfolio Value
$264.64M
Total Bought
$35.15M
Total Sold
$18.57M
Net Transaction
+$16.58M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BRIDGE INVT GROUP HLDGS INC0712,454+712,45407,1322.69%+7,132
CHIPOTLE MEXICAN GRILL INC(CMG)099,244+99,24405,5732.11%+5,573
META PLATFORMS INC(META)1,8548,125+6,2711,0685,9972.27%+4,928
MICROSOFT CORP(MSFT)36,57136,475-9613,73018,1436.86%+4,413
ALPHABET INC(GOOG)64,58266,377+1,79510,09011,7754.45%+1,685
JPMORGAN CHASE & CO.(JPM)30,61531,234+6197,5109,0553.42%+1,545
TESLA INC(TSLA)17,25118,254+1,0034,4715,7992.19%+1,328
NETFLIX INC(NFLX)2,2082,344+1362,0593,1391.19%+1,080
AMAZON COM INC(AMZN)28,45228,997+5455,4136,3622.40%+949
WALMART INC(WMT)73,31273,790+4786,4367,2152.73%+779
SCHWAB CHARLES CORP(SCHW)59,12158,919-2024,6285,3762.03%+748
HONEYWELL INTL INC(HON)30,34030,654+3146,4247,1392.70%+714
RTX CORPORATION(RTX)51,22151,354+1336,7857,4992.83%+714
NVIDIA CORPORATION(NVDA)7,6019,360+1,7598241,4790.56%+654
CISCO SYS INC(CSCO)66,23566,132-1034,0874,5881.73%+501
BROADCOM INC(AVGO)01,799+1,79904960.19%+496
INTERCONTINENTAL EXCHANGE IN(ICE)49,16448,847-3178,4818,9623.39%+481
TEXAS INSTRS INC(TXN)15,35215,569+2172,7593,2331.22%+474
COSTCO WHSL CORP NEW(COST)10,09910,083-169,5529,9813.77%+430
REGENERON PHARMACEUTICALS(REGN)0765+76504020.15%+402
PALANTIR TECHNOLOGIES INC(PLTR)02,792+2,79203810.14%+381
CROWDSTRIKE HLDGS INC(CRWD)0743+74303780.14%+378
SHOPIFY INC(SHOP)03,030+3,03003500.13%+350
DEERE & CO(DE)8,3918,404+133,9384,2731.61%+335
GE VERNOVA INC(GEV)1,8841,684-2005758910.34%+316
SHAKE SHACK INC(SHAK)01,976+1,97602780.10%+278
ROBINHOOD MKTS INC(HOOD)02,632+2,63202460.09%+246
QUALCOMM INC(QCOM)24,92625,585+6593,8294,0751.54%+246
PALO ALTO NETWORKS INC(PANW)1,7362,568+8322965260.20%+229
RIGETTI COMPUTING INC(RGTI)55,00154,001-1,0004366400.24%+205
ADOBE INC(ADBE)11,38811,712+3244,3684,5311.71%+163
INTERNATIONAL BUSINESS MACHS(IBM)2,8942,89407208530.32%+133
ABBOTT LABS50,34550,060-2856,6786,8092.57%+130
ORACLE CORP(ORCL)1,5541,564+102173420.13%+125
EATON CORP PLC(ETN)1,3491,34903674820.18%+115
CRANE COMPANY(CR)5,6545,154-5008669790.37%+113
SALESFORCE INC(CRM)1,0921,485+3932934050.15%+112
RIOT PLATFORMS INC(RIOT)25,50025,50001822880.11%+107
VISA INC(V)30,81930,685-13410,80110,8954.12%+94
APPLIED MATLS INC2,3362,350+143394300.16%+91
ILLINOIS TOOL WKS INC(ITW)24,02624,466+4405,9596,0492.29%+91
HOME DEPOT INC(HD)14,99715,217+2205,4965,5792.11%+83
LINDE PLC(LIN)8,2158,317+1023,8253,9021.47%+77
GE AEROSPACE(GE)5,9814,901-1,0801,1971,2610.48%+64
CIPHER MINING INC(CIFR)16,30019,300+3,00037920.03%+55
QUEST DIAGNOSTICS INC(DGX)5,2485,24808889430.36%+55
AMERICAN EXPRESS CO(AXP)837869+322252770.10%+52
REVOLUTION MEDICINES INC(RVMD)77,000164,477+87,4773430.02%+40
EXXON MOBIL CORP3,2223,892+6703834200.16%+36
AIRBNB INC2,5712,57103073400.13%+33
EDITAS MEDICINE INC30,71930,719036680.03%+32
ADC THERAPEUTICS SA26,80525,305-1,50038680.03%+30
BTCS INC28,60032,392+3,79243710.03%+28
BLACK DIAMOND THERAPEUTICS I16,00020,200+4,20025500.02%+25
SNAP INC(SNAP)45,78848,788+3,0003994240.16%+25
NKARTA INC011,320+11,3200190.01%+19
QUANTUM SI INC19,00019,750+75023390.01%+16
Q32 BIO INC010,333+10,3330150.01%+15
ZIM INTEGRATED SHIPPING SERV
SHS
10,25710,25701501650.06%+15
STANDARD BIOTOOLS INC011,380+11,3800140.01%+14
SEMPRA(SRE)20,12719,127-1,0001,4361,4490.55%+13
MASTERCARD INCORPORATED(MA)971970-15325450.21%+13
WOLFSPEED INC(WOLF)023,785+23,785090.00%+9
BITFARMS LTD
COM
13,50023,500+10,00011200.01%+9
DARIOHEALTH CORP151,659151,6590931020.04%+9
ALECTOR INC11,50015,500+4,00014220.01%+8
PASSAGE BIO INC53,00061,000+8,00019240.01%+6
MICROALGO INC010,730+10,730050.00%+5
CERAGON NETWORKS LTD30,20030,200071740.03%+3
HERON THERAPEUTICS INC17,39017,390038360.01%-2
DANAHER CORPORATION(DHR)24,02124,904+8834,9244,9201.86%-5
AVIDITY BIOSCIENCES INC7,6007,700+1002242190.08%-6
HUNT J B TRANS SVCS INC(JBHT)1,7381,73802572500.09%-8
VERIZON COMMUNICATIONS INC(VZ)5,6275,577-502552410.09%-14
ACCENTURE PLC IRELAND
SHS CLASS A
10,23410,633+3993,1933,1781.20%-15
SPERO THERAPEUTICS INC29,8250-29,825210-21
THE ARENA GROUP HOLDINGS INC16,0000-16,000280-28
ALPHABET INC(GOOG)3,9773,282-6956155790.22%-36
ABBVIE INC(ABBV)1,9531,95304093630.14%-47
BERKSHIRE HATHAWAY INC DEL1,1911,19106345790.22%-56
CHEVRON CORP NEW(CVX)2,3912,392+14003430.13%-57
MEDTRONIC PLC(MDT)51,58052,471+8914,6354,5741.73%-61
FIRST MAJESTIC SILVER CORP(AG)14,2000-14,200950-95
WASTE MGMT INC DEL(WM)33,33033,199-1317,7167,5972.87%-120
MCDONALDS CORP(MCD)15,84316,259+4164,9494,7511.80%-198
MERCK & CO INC(MRK)2,2510-2,2512020-202
GE HEALTHCARE TECHNOLOGIES I(GEHC)2,5130-2,5132030-203
ENTERPRISE PRODS PARTNERS L(EPD)6,0000-6,0002050-205
CRANE NXT CO(CXT)4,0000-4,0002060-206
EBAY INC.(EBAY)3,2000-3,2002170-217
SHOPIFY INC(SHOP)3,0300-3,0302890-289
JOHNSON & JOHNSON(JNJ)35,93536,854+9195,9595,6292.13%-330
MCCORMICK & CO INC(MKC)66,24966,957+7085,4535,0771.92%-376
PEPSICO INC(PEP)35,07935,695+6165,2604,7131.78%-547
KENVUE INC(KVUE)170,966169,737-1,2294,1003,5531.34%-547
AMGEN INC(AMGN)20,49120,822+3316,3845,8142.20%-570
CONSTELLATION BRANDS INC(STZ)31,37930,794-5855,7595,0101.89%-749
BECTON DICKINSON & CO(BDX)20,79821,946+1,1484,7643,7801.43%-984
APPLE INC(AAPL)69,46268,006-1,45615,42813,9515.27%-1,478
DISNEY WALT CO(DIS)31,3890-31,3893,0980-3,098
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