Fund Holdings

Collar Capital Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)012,590+12,59004,347,3273.06%+4,347,327
SALESFORCE INC(CRM)014,161+14,16103,356,1572.36%+3,356,157
EDISON INTL(EIX)047,363+47,36302,618,2271.84%+2,618,227
CONAGRA BRANDS INC(CAG)0131,868+131,86802,414,5031.70%+2,414,503
TESLA INC(TSLA)16,98116,163-8185,394,1847,188,0095.06%+1,793,825
SHARPLINK GAMING INC(SBET)0100,053+100,05301,701,9021.20%+1,701,902
INTEL CORP(INTC)100,369103,984+3,6152,248,2663,488,6632.45%+1,240,397
WESTERN DIGITAL CORP(WDC)29,65525,967-3,6881,897,6233,117,5982.19%+1,219,975
CLEVELAND-CLIFFS INC NEW(CLF)227,215229,535+2,3201,726,8342,800,3271.97%+1,073,493
ALPHABET INC(GOOG)15,94815,998+502,829,0163,896,3132.74%+1,067,297
MICRON TECHNOLOGY INC(MU)33,67830,803-2,8754,150,8145,153,9583.63%+1,003,144
APPLE INC(AAPL)18,92819,051+1233,883,4584,850,9563.41%+967,498
AES CORP(AES)198,403204,688+6,2852,087,2002,693,6941.90%+606,494
LINCOLN NATL CORP IND(LNC)89,89191,043+1,1523,110,2293,671,7642.58%+561,535
TRONOX HOLDINGS PLC(TROX)201,745386,780+185,0351,022,8471,554,8561.09%+532,009
ABBVIE INC(ABBV)11,24211,24202,086,7402,602,9731.83%+516,233
CITIGROUP INC(C)39,95637,956-2,0003,401,0553,852,5342.71%+451,479
NVIDIA CORPORATION(NVDA)21,31920,189-1,1303,368,1893,766,8642.65%+398,675
AMBARELLA INC(AMBA)20,80120,701-1001,374,2181,708,2471.20%+334,029
V F CORP(VFC)111,950114,175+2,2251,315,4131,647,5451.16%+332,132
ANNALY CAPITAL MANAGEMENT IN94,601100,526+5,9251,780,3912,031,6301.43%+251,239
TJX COS INC NEW(TJX)01,416+1,4160204,6690.14%+204,669
JPMORGAN CHASE & CO.(JPM)0641+6410202,1910.14%+202,191
CVS HEALTH CORP(CVS)15,57016,865+1,2951,074,0191,271,4520.89%+197,433
AGNC INVT CORP(AGNC)97,466110,566+13,100895,7131,082,4410.76%+186,728
QUALCOMM INC(QCOM)14,53814,896+3582,315,3222,478,0991.74%+162,777
FLAGSTAR FINANCIAL INC(FLG)111,283115,950+4,6671,179,6001,339,2230.94%+159,623
EXXON MOBIL CORP22,91523,265+3502,470,2372,623,1291.85%+152,892
ALPS ETF TR29,16233,479+4,3171,424,8551,571,1691.11%+146,314
BOEING CO(BA)12,82913,125+2962,688,0602,832,7691.99%+144,709
PFIZER INC(PFE)34,94038,765+3,825846,946987,7320.69%+140,786
DOW INC(DOW)75,88393,557+17,6742,009,3822,145,2621.51%+135,880
NEXSTAR MEDIA GROUP INC(NXST)2,1262,529+403367,692500,0840.35%+132,392
KEYCORP(KEY)125,876123,920-1,9562,192,7602,316,0651.63%+123,305
NNN REIT INC(NNN)19,39222,287+2,895837,347948,7580.67%+111,411
SM ENERGY CO(SM)78,18181,347+3,1661,931,8532,031,2351.43%+99,382
MODERNA INC(MRNA)32,53138,565+6,034897,530996,1340.70%+98,604
UNITED PARCEL SERVICE INC(UPS)24,87131,096+6,2252,510,4792,597,4491.83%+86,970
ARK ETF TR4,9694,9690349,271428,8250.30%+79,554
FEDEX CORP(FDX)7,3067,299-71,660,7271,721,1771.21%+60,450
ISHARES TR1,3001,3000551,954608,9330.43%+56,979
ISHARES TR1,8011,8010388,638435,7700.31%+47,132
WISDOMTREE TR(WT)15,99316,268+275507,938547,9060.39%+39,968
ZOOM COMMUNICATIONS INC(ZM)21,47520,780-6951,674,6211,714,3501.21%+39,729
WALMART INC(WMT)7,3557,350-5719,172757,4910.53%+38,319
ORACLE CORP(ORCL)1,4801,280-200323,572359,9870.25%+36,415
STARWOOD PPTY TR INC(STWD)92,71697,746+5,0301,860,8101,893,3401.33%+32,530
ISHARES TR8,1258,1250503,913530,2380.37%+26,325
INVESCO QQQ TR1,0541,012-42581,429607,5740.43%+26,145
BLACKROCK INC(BLK)2012010210,899234,3400.16%+23,441
BANK AMERICA CORP4,9304,9300233,288254,3390.18%+21,051
INVESCO EXCH TRADED FD TR II2,9692,959-10212,640231,4230.16%+18,783
WELLS FARGO CO NEW(WFC)22,13221,362-7701,773,2161,790,5631.26%+17,347
SFL CORPORATION LTD10,50010,500087,46579,0650.06%-8,400
VISA INC(V)8338330295,757284,3700.20%-11,387
MFS HIGH INCOME MUN TR20,00014,000-6,00071,60052,0800.04%-19,520
PROSPERITY BANCSHARES INC(PB)24,72025,733+1,0131,736,3331,707,3851.20%-28,948
PENNYMAC MTG INVT TR(PMT)87,71589,515+1,8001,128,0151,097,4540.77%-30,561
AMAZON COM INC(AMZN)10,59610,428-1682,324,6562,289,6761.61%-34,980
NUVEEN FLOATING RATE INCOME(JFR)57,95555,583-2,372490,879454,6690.32%-36,210
KINDER MORGAN INC DEL(KMI)31,00030,850-150911,400873,3640.61%-38,036
VORNADO RLTY TR(VNO)86,87680,606-6,2703,322,1383,266,9612.30%-55,177
FIDELITY ETHEREUM FD20,92211,207-9,715526,607465,6510.33%-60,956
HUNTSMAN CORP(HUN)137,948152,553+14,6051,437,4181,369,9260.96%-67,492
STARBUCKS CORP(SBUX)18,16518,340+1751,664,4591,551,5641.09%-112,895
KAYNE ANDERSON ENERGY INFRST(KYN)118,917112,917-6,0001,512,6241,396,7830.98%-115,841
EATON VANCE SR FLTNG RTE TR128,645121,220-7,4251,559,1771,386,7570.98%-172,420
NUVEEN NEW JERSEY QULT MUN F20,0000-20,000227,0000-227,000
META PLATFORMS INC(META)5,9865,651-3354,418,2074,149,9812.92%-268,226
ARCHER AVIATION INC(ACHR)281,690283,340+1,6503,056,3372,714,3971.91%-341,940
COINBASE GLOBAL INC(COIN)15,44914,695-7545,414,7204,959,4163.49%-455,304
WARNER BROS DISCOVERY INC(WBD)65,5470-65,547751,1690-751,169
LUMENTUM HLDGS INC(LITE)17,9790-17,9791,709,0840-1,709,084
STRATEGY INC(MSTR)23,17522,756-4199,368,0307,332,2115.16%-2,035,819
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