Fund Holdings — DLK Investment Management, LLC

Total Portfolio Value
$265.50M
Total Bought
$13.07M
Total Sold
$30.01M
Net Transaction
-$16.94M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)9,36033,346+23,9861,4796,2222.34%+4,743
ALPHABET INC(GOOG)66,37764,389-1,98811,77515,6825.91%+3,907
APPLE INC(AAPL)68,00663,020-4,98613,95116,0476.04%+2,096
TESLA INC(TSLA)18,25416,194-2,0605,7997,2022.71%+1,403
JOHNSON & JOHNSON(JNJ)36,85436,486-3685,6296,7652.55%+1,136
RTX CORPORATION(RTX)51,35450,171-1,1837,4998,3953.16%+896
JPMORGAN CHASE & CO.(JPM)31,23430,776-4589,0559,7083.66%+653
HOME DEPOT INC(HD)15,21715,154-635,5796,1402.31%+561
ALPHABET INC(GOOG)3,2824,270+9885791,0380.39%+459
MEDTRONIC PLC(MDT)52,47152,514+434,5745,0011.88%+428
BECTON DICKINSON & CO(BDX)21,94622,360+4143,7804,1851.58%+405
MERCK & CO INC(MRK)04,736+4,73603970.15%+397
QUALCOMM INC(QCOM)25,58526,694+1,1094,0754,4411.67%+366
WALMART INC(WMT)73,79073,179-6117,2157,5422.84%+327
SOUTHERN CO(SO)03,375+3,37503200.12%+320
ILLINOIS TOOL WKS INC(ITW)24,46624,418-486,0496,3672.40%+318
MARVELL TECHNOLOGY INC(MRVL)03,493+3,49302940.11%+294
PEPSICO INC(PEP)35,69535,537-1584,7134,9911.88%+278
ELEVANCE HEALTH INC FORMERLY(ELV)0800+80002580.10%+258
CVS HEALTH CORP(CVS)03,317+3,31702500.09%+250
VERTIV HOLDINGS CO(VRT)01,551+1,55102340.09%+234
FREEPORT-MCMORAN INC(FCX)05,933+5,93302330.09%+233
GE AEROSPACE(GE)4,9014,90101,2611,4740.56%+213
MCDONALDS CORP(MCD)16,25916,332+734,7514,9631.87%+212
CRANE NXT CO(CXT)03,000+3,00002010.08%+201
RIOT PLATFORMS INC(RIOT)25,50025,000-5002884760.18%+188
GE VERNOVA INC(GEV)1,6841,68408911,0350.39%+144
FLUENCE ENERGY INC(FLNC)012,500+12,50001350.05%+135
STELLANTIS N.V(STLA)013,200+13,20001230.05%+123
HUNT J B TRANS SVCS INC(JBHT)1,7382,648+9102503550.13%+106
ORACLE CORP(ORCL)1,5641,579+153424440.17%+102
ABBVIE INC(ABBV)1,9531,95303634520.17%+90
SCHWAB CHARLES CORP(SCHW)58,91957,187-1,7325,3765,4602.06%+84
AMGEN INC(AMGN)20,82220,859+375,8145,8862.22%+73
LINDE PLC(LIN)8,3178,367+503,9023,9741.50%+72
BERKSHIRE HATHAWAY INC DEL1,1911,291+1005796490.24%+70
QUEST DIAGNOSTICS INC(DGX)5,2485,24809431,0000.38%+57
APPLIED MATLS INC2,3502,345-54304800.18%+50
BITFARMS LTD
COM
23,50023,500020660.02%+47
DANAHER CORPORATION(DHR)24,90425,031+1274,9204,9631.87%+43
ROBINHOOD MKTS INC(HOOD)2,6322,016-6162462890.11%+42
CHEVRON CORP NEW(CVX)2,3922,455+633433810.14%+39
INTERNATIONAL BUSINESS MACHS(IBM)2,8943,150+2568538890.33%+36
EDITAS MEDICINE INC(EDIT)30,71929,319-1,400681020.04%+34
ADC THERAPEUTICS SA(ADCT)25,30525,3050681010.04%+33
AVIDITY BIOSCIENCES INC7,7005,700-2,0002192480.09%+30
REGENERON PHARMACEUTICALS(REGN)76576504024300.16%+29
BLACK DIAMOND THERAPEUTICS I20,20020,200050770.03%+26
ALECTOR INC15,50015,500022460.02%+24
EATON CORP PLC(ETN)1,3491,34904825050.19%+23
PALANTIR TECHNOLOGIES INC(PLTR)2,7922,196-5963814010.15%+20
EXXON MOBIL CORP3,8923,89204204390.17%+19
ALLOGENE THERAPEUTICS INC010,000+10,0000120.00%+12
REVOLUTION MEDICINES INC(RVMD)164,477164,477043490.02%+6
Q32 BIO INC(FIXX)10,33310,333015200.01%+5
NKARTA INC(NKTX)11,32011,320019230.01%+5
VERIZON COMMUNICATIONS INC(VZ)5,5775,581+42412450.09%+4
MICROSOFT CORP(MSFT)36,47535,035-1,44018,14318,1466.83%+4
MASTERCARD INCORPORATED(MA)970965-55455490.21%+4
STANDARD BIOTOOLS INC(LAB)11,38011,380014150.01%+1
PALO ALTO NETWORKS INC(PANW)2,5682,580+125265250.20%-0
CERAGON NETWORKS LTD(CRNT)30,20030,200074700.03%-4
AMERICAN EXPRESS CO(AXP)869819-502772720.10%-5
MICROALGO INC10,7300-10,73050—-5
HERON THERAPEUTICS INC(HRTX)17,39022,190+4,80036280.01%-8
WOLFSPEED INC(WOLF)23,7850-23,78590—-9
QUANTUM SI INC(QSI)19,75019,750039280.01%-11
PASSAGE BIO INC(PASG)61,0000-61,000240—-24
ZIM INTEGRATED SHIPPING SERV
SHS
10,25710,25701651390.05%-26
AIRBNB INC2,5712,581+103403130.12%-27
CRANE COMPANY(CR)5,1545,15409799490.36%-30
SNAP INC(SNAP)48,78849,788+1,0004243840.14%-40
SALESFORCE INC(CRM)1,4851,464-214053470.13%-58
BTCS INC(BTCS)32,3920-32,392710—-71
CIPHER MINING INC(CIFR)19,3000-19,300920—-92
DARIOHEALTH CORP(DRIO)151,6590-151,6591020—-102
CISCO SYS INC(CSCO)66,13265,528-6044,5884,4831.69%-105
CROWDSTRIKE HLDGS INC(CRWD)743536-2073782630.10%-116
BROADCOM INC(AVGO)1,7991,148-6514963790.14%-117
ABBOTT LABS50,06049,807-2536,8096,6712.51%-138
AMAZON COM INC(AMZN)28,99728,244-7536,3626,2022.34%-161
ADOBE INC(ADBE)11,71212,333+6214,5314,3501.64%-181
SEMPRA(SRE)19,12713,630-5,4971,4491,2260.46%-223
META PLATFORMS INC(META)8,1257,840-2855,9975,7582.17%-239
SHAKE SHACK INC(SHAK)1,9760-1,9762780—-278
WASTE MGMT INC DEL(WM)33,19932,994-2057,5977,2862.74%-311
SHOPIFY INC(SHOP)3,0300-3,0303500—-350
TEXAS INSTRS INC(TXN)15,56915,467-1023,2332,8421.07%-391
NETFLIX INC(NFLX)2,3442,268-763,1392,7191.02%-420
DEERE & CO(DE)8,4048,393-114,2733,8381.45%-436
VISA INC(V)30,68530,499-18610,89510,4123.92%-483
MCCORMICK & CO INC(MKC)66,95766,584-3735,0774,4551.68%-622
RIGETTI COMPUTING INC(RGTI)54,0010-54,0016400—-640
HONEYWELL INTL INC(HON)30,65430,537-1177,1396,4282.42%-711
COSTCO WHSL CORP NEW(COST)10,0839,970-1139,9819,2293.48%-753
KENVUE INC(KVUE)169,737169,946+2093,5532,7581.04%-794
CONSTELLATION BRANDS INC(STZ)30,79431,251+4575,0104,2091.59%-801
INTERCONTINENTAL EXCHANGE IN(ICE)48,84748,358-4898,9628,1473.07%-815
CHIPOTLE MEXICAN GRILL INC(CMG)99,244101,301+2,0575,5733,9701.50%-1,603
ACCENTURE PLC IRELAND
SHS CLASS A
10,6330-10,6333,1780—-3,178
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DLK Investment Management, LLC — 13F Holdings — Q3 2025 | TickerTrail