Fund HoldingsZEGA Investments, LLC

Total Portfolio Value
$528.23M
Total Bought
$150.55M
Total Sold
$95.94M
Net Transaction
+$54.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
COSTCO WHOLESALE CORPORATION(COST)(Call)10,90018,900+8,0009,40018,833+9,433
COSTCO WHOLESALE CORPORATION(COST)16,15022,858+6,70813,92722,7764.31%+8,850
TESLA INC(TSLA)(Call)014,300+14,30005,316+5,316
SSGA ACTIVE TR
ST STR BLACK ETF
1,685,2101,894,981+209,77147,92752,7569.99%+4,829
NVIDIA CORPORATION(NVDA)(Call)87,400119,200+31,80016,30020,788+4,488
META PLATFORMS INC(META)(Call)06,400+6,40003,662+3,662
NVIDIA CORPORATION(NVDA)139,669169,730+30,06126,04829,6015.60%+3,553
EXXON MOBIL CORP73,86270,990-2,8728,88912,0442.28%+3,156
EXXON MOBIL CORP(Call)61,30059,800-1,5007,37710,146+2,769
NORFOLK SOUTHN CORP(NSC)(Call)08,900+8,90002,554+2,554
HOME DEPOT INC(HD)(Call)06,300+6,30002,072+2,072
SPDR GOLD TR(GLD)(Put)04,800+4,80002,065+2,065
ABBOTT LABORATORIES8,01228,426+20,4141,0042,9180.55%+1,915
SPDR GOLD TR(GLD)2,6116,423+3,8121,0352,7640.52%+1,729
ALPHABET INC(GOOG)(Call)05,600+5,60001,610+1,610
CHEVRON CORPORATION(CVX)(Call)07,700+7,70001,593+1,593
ELI LILLY & CO(LLY)(Call)01,700+1,70001,564+1,564
RTX CORPORATION(RTX)08,013+8,01301,5460.29%+1,546
INVESCO QQQ TR1,3694,104+2,7358412,3690.45%+1,528
RTX CORPORATION(RTX)(Call)07,900+7,90001,524+1,524
ALPHABET INC(GOOG)(Call)05,300+5,30001,520+1,520
PACER FDS TR
DEVELOPED MRKT
035,262+35,26201,4970.28%+1,497
TIDAL TRUST III
FUND GRA MID ETF
057,103+57,10301,4280.27%+1,428
GLOBAL X FDS
US INFR DEV ETF
4,43232,235+27,8032121,6380.31%+1,426
PROSHARES TR
PSHS ULT S&P 500
027,375+27,37501,4200.27%+1,420
SPDR SERIES TRUST
ST STR SP AERO
05,459+5,45901,3860.26%+1,386
MCKESSON CORP(MCK)(Call)01,600+1,60001,385+1,385
3M CO(MMM)(Call)09,300+9,30001,351+1,351
CATERPILLAR INC(CAT)(Call)01,900+1,90001,346+1,346
TIDAL TRUST II
NICHOLAS FIXED
074,156+74,15601,2940.24%+1,294
MADISON ETFS TRUST062,990+62,99001,2830.24%+1,283
INVESCO QQQ TR(Call)07,100+7,10004,098+4,098
PEPSICO INC(PEP)(Call)08,000+8,00001,242+1,242
WALMART INC(WMT)22,20429,866+7,6622,4743,7120.70%+1,238
BROADCOM INC(AVGO)(Call)03,900+3,90001,207+1,207
ABBOTT LABORATORIES(Call)011,500+11,50001,181+1,181
MARRIOTT INTL INC NEW(MAR)(Call)03,600+3,60001,177+1,177
WALMART INC(WMT)(Call)16,10023,600+7,5001,7942,933+1,139
SPDR GOLD TR(GLD)(Call)02,600+2,60001,119+1,119
ENERGY TRANSFER L P(ET)(Call)055,300+55,30001,067+1,067
STRYKER CORPORATION(SYK)(Call)03,200+3,20001,051+1,051
NORTHROP GRUMMAN CORP(NOC)01,522+1,52201,0380.20%+1,038
INVESCO EXCH TRADED FD TR II(Call)
NASDAQ 100 ETF
04,300+4,30001,022+1,022
MADISON ETFS TRUST048,749+48,74909890.19%+989
BERKSHIRE HATHAWAY INC DEL(Call)02,000+2,0000958+958
CHEVRON CORPORATION(CVX)5,4178,530+3,1138261,7650.33%+939
ELI LILLY & CO(LLY)(Put)01,000+1,0000920+920
AIR PRODUCTS AND CHEMICALS I03,161+3,16109180.17%+918
TIDAL TRUST I040,233+40,23308960.17%+896
ONEOK INC NEW(OKE)09,901+9,90108950.17%+895
TIDAL TRUST I06,417+6,41708010.15%+801
TIDAL TRUST II
CARB COLL BD ETF
039,909+39,90907970.15%+797
PACKAGING CORP AMER(PKG)03,551+3,55107540.14%+754
ORACLE CORP(ORCL)(Call)05,000+5,0000736+736
DIAMONDBACK ENERGY INC(FANG)(Call)03,700+3,7000732+732
PPG INDS INC(PPG)06,553+6,55307000.13%+700
UNION PAC CORP(UNP)02,882+2,88206990.13%+699
TIDAL TRUST II
GRIZZ GROWT ETF
014,299+14,29906740.13%+674
AIR PRODUCTS AND CHEMICALS I(Call)02,300+2,3000668+668
MICROSOFT CORP(MSFT)(Put)01,800+1,8000666+666
INTUIT(INTU)(Call)01,500+1,5000649+649
TIDAL TRUST I024,806+24,80606280.12%+628
CROWDSTRIKE HLDGS INC(CRWD)(Call)01,600+1,6000625+625
TIDAL TRUST II
STKD 100 100 ETF
022,683+22,68306210.12%+621
TIDAL TRUST II
CAMB CHE PUR ETF
034,915+34,91506140.12%+614
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
022,395+22,39506040.11%+604
TEXAS PACIFIC LAND CORPORATI(TPL)01,264+1,26406000.11%+600
TIDAL TRUST III
IMPA SHS WOM ETF
015,130+15,13005990.11%+599
ROBINHOOD MKTS INC(HOOD)(Call)08,600+8,6000596+596
MICROCHIP TECHNOLOGY INC.(MCHP)09,169+9,16905920.11%+592
WELLS FARGO & CO(WFC)(Call)07,400+7,4000589+589
MICROCHIP TECHNOLOGY INC.(MCHP)(Call)09,100+9,1000588+588
SPDR SERIES TRUST
STATE STRET SPDR
016,568+16,56805840.11%+584
PROCTER & GAMBLE CO(PG)(Call)04,000+4,0000578+578
PROCTER & GAMBLE CO(PG)(Put)04,000+4,0000578+578
VANGUARD INDEX FDS(Call)01,800+1,8000577+577
TIDAL TRUST I941,8361,036,383+94,54721,31321,8884.14%+576
ISHARES TR6,81911,150+4,3311,0141,5880.30%+574
ADVANCED MICRO DEVICES INC(AMD)(Call)02,700+2,7000549+549
REDDIT INC(RDDT)04,045+4,04505450.10%+545
QUANTA SVCS INC(Call)0900+9000494+494
ISHARES TR(Call)01,500+1,5000493+493
ISHARES TR(Put)01,500+1,5000493+493
MONSTER BEVERAGE CORP NEW(MNST)(Call)06,800+6,8000493+493
CATERPILLAR INC(CAT)3,6593,652-72,0962,5870.49%+491
TIDAL TRUST I028,644+28,64404900.09%+490
TIDAL TRUST II
YIE GOL MIN ETF
033,536+33,53604690.09%+469
ISHARES TR
CORE MSCI TOTAL
05,352+5,35204640.09%+464
CAMBRIA ETF TR039,328+39,32804610.09%+461
TIDAL TRUST II
DEFIANCE NASDAQ
011,752+11,75204570.09%+457
NETFLIX INC.(NFLX)(Call)04,600+4,6000442+442
MCDONALDS CORP(MCD)(Call)01,400+1,4000435+435
TIDAL TRUST II
YIELDMAX TARGET
08,792+8,79204260.08%+426
AMERICAN EXPRESS CO(AXP)(Call)01,400+1,4000423+423
CAMBRIA ETF TR015,079+15,07904220.08%+422
BOEING CO(BA)(Call)02,000+2,0000398+398
ONEOK INC NEW(OKE)(Call)04,400+4,4000398+398
GE AEROSPACE(GE)(Call)01,400+1,4000397+397
SPDR SERIES TRUST
ST INTER ETF
67,82382,004+14,1811,9562,3500.44%+394
CAMBRIA ETF TR05,131+5,13103870.07%+387
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