Fund HoldingsCAMPBELL CAPITAL MANAGEMENT INC

Total Portfolio Value
$255.50M
Total Bought
$23.78M
Total Sold
$29.97M
Net Transaction
-$6.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NICE LTD(NICE)029,200+29,20004,9591.94%+4,959
ISHARES TR
MSCI INDIA ETF
051,002+51,00202,6851.05%+2,685
PACER FDS TR
ARIST HIGH ETF
257,512312,589+55,07712,22914,8605.82%+2,631
JANUS DETROIT STR TR
HENDRSON AAA CL
051,200+51,20002,5961.02%+2,596
VISTRA CORP(VST)64,60271,603+7,0017,6589,8723.86%+2,214
CONSTELLATION ENERGY CORP(CEG)09,000+9,00002,0130.79%+2,013
ALPHABET INC(GOOG)182,474169,444-13,03030,50832,26912.63%+1,761
KKR & CO INC(KKR)85,36787,068+1,70111,14712,8785.04%+1,731
BLOCK INC(XYZ)84,72084,370-3505,6877,1712.81%+1,483
CAPITAL ONE FINL CORP(COF)06,000+6,00001,0700.42%+1,070
AMAZON COM INC(AMZN)29,90529,770-1355,5726,5312.56%+959
APPLE INC(AAPL)174,474164,669-9,80540,65241,23616.14%+584
MCKESSON CORP(MCK)9,8609,535-3254,8755,4342.13%+559
SLR INVESTMENT CORP033,000+33,00005330.21%+533
META PLATFORMS INC(META)20,19320,571+37811,56012,0444.71%+485
BLACKSTONE SECD LENDING FD(BXSL)26,12533,138+7,0137651,0710.42%+305
ENERGY TRANSFER L P(ET)74,00074,00001,1881,4500.57%+262
ASML HOLDING N V
N Y REGISTRY SHS
7001,180+4805838180.32%+235
AUTOMATIC DATA PROCESSING IN0704+70402060.08%+206
TESLA INC(TSLA)0455+45501840.07%+184
RESMED INC(RMD)0800+80001830.07%+183
TKO GROUP HOLDINGS INC(TKO)01,000+1,00001420.06%+142
SPDR S&P 500 ETF TR(SPY)0200+20001170.05%+117
BROADCOM INC(AVGO)0500+50001160.05%+116
VERINT SYS INC04,000+4,00001100.04%+110
THERMO FISHER SCIENTIFIC INC(TMO)0200+20001040.04%+104
INTUIT(INTU)9,7319,73106,0436,1162.39%+73
ST JOE CO(JOE)01,500+1,5000670.03%+67
EXXON MOBIL CORP0606+6060650.03%+65
AUTODESK INC0200+2000590.02%+59
ALPHABET INC(GOOG)0300+3000570.02%+57
ROYAL CARIBBEAN GROUP
COM
0240+2400550.02%+55
SABINE RTY TR(SBR)0800+8000520.02%+52
NU HLDGS LTD(NU)05,000+5,0000520.02%+52
AFLAC INC(AFL)0500+5000520.02%+52
BLACKROCK INC(BLK)050+500520.02%+52
RAMACO RES INC05,000+5,0000510.02%+51
UNIVERSAL HLTH SVCS INC(UHS)0254+2540460.02%+46
PAYCHEX INC(PAYX)0300+3000420.02%+42
PACER FDS TR
METAURUS CAP 400
90,00090,00003,4163,4551.35%+39
WILLIAMS COS INC(WMB)0700+7000380.01%+38
FISERV INC(FISV)0180+1800370.01%+37
BOEING CO(BA)0200+2000350.01%+35
CISCO SYS INC(CSCO)0520+5200310.01%+31
GRAB HOLDINGS LIMITED
CLASS A ORD
06,306+6,3060300.01%+30
SCIENCE APPLICATIONS INTL CO(SAIC)0200+2000220.01%+22
NORWEGIAN CRUISE LINE HLDG L
SHS
0800+8000210.01%+21
BRISTOL-MYERS SQUIBB CO(BMY)0350+3500200.01%+20
BANK AMERICA CORP0400+4000180.01%+18
COINBASE GLOBAL INC(COIN)070+700170.01%+17
ENTERPRISE PRODS PARTNERS L(EPD)0500+5000160.01%+16
FIDELITY WISE ORIGIN BITCOIN(FBTC)0175+1750140.01%+14
ROADZEN INC06,000+6,0000130.01%+13
EZFILL HOLDINGS INC04,000+4,0000120.00%+12
MERCK & CO INC(MRK)0100+1000100.00%+10
PROCTER AND GAMBLE CO(PG)055+55090.00%+9
EASTMAN KODAK CO(KODK)01,400+1,400090.00%+9
RED CAT HLDGS INC(RCAT)0500+500060.00%+6
NVIDIA CORPORATION(NVDA)010+10010.00%+1
JPMORGAN CHASE & CO.(JPM)05+5010.00%+1
WALMART INC(WMT)012+12010.00%+1
AMERICAN ELEC PWR CO INC010+10010.00%+1
COSTCO WHSL CORP NEW(COST)01+1010.00%+1
COLGATE PALMOLIVE CO(CL)010+10010.00%+1
NEXTERA ENERGY INC(NEE)012+12010.00%+1
JOHNSON CTLS INTL PLC
SHS
010+10010.00%+1
ISHARES TR
US TREAS BD ETF
018+18000.00%0
STRYKER CORPORATION(SYK)1,3001,30004704680.18%-2
BERKSHIRE HATHAWAY INC DEL3,1333,13301,4421,4200.56%-22
HOME DEPOT INC(HD)1,7501,753+37096820.27%-27
JOHNSON & JOHNSON(JNJ)1,8001,80002922600.10%-31
GENERAL MLS INC(GIS)3,4873,471-162582210.09%-36
EATON VANCE CALIF MUN BD FD87,17687,17608417990.31%-42
E2OPEN PARENT HOLDINGS INC30,00030,0000132800.03%-52
DELL TECHNOLOGIES INC(DELL)58,40259,075+6736,9236,8082.66%-115
PACER FDS TR
US CASH COWS 100
89,64589,64505,1845,0631.98%-121
NUVEEN PFD & INCOME OPPORTUN(JPC)393,267384,993-8,2743,1743,0261.18%-148
CHEVRON CORP NEW(CVX)46,65846,284-3746,8716,7042.62%-168
COHEN & STEERS REIT & PFD &
COM
61,13961,13901,4471,2780.50%-169
WATSCO INC(WSO)3,5003,200-3001,7221,5160.59%-205
VISA INC(V)1,0000-1,0002750-275
UBER TECHNOLOGIES INC(UBER)4,0500-4,0503040-304
DIREXION SHS ETF TR
DAILY SMALL CAP
7,0000-7,0003100-310
MICRON TECHNOLOGY INC(MU)20,00020,00002,0741,6830.66%-391
BRAEMAR HOTELS & RESORTS INC174,66049,422-125,2385401480.06%-391
COCA COLA CO(KO)40,35440,095-2592,9002,4960.98%-404
LOWES COS INC(LOW)24,75024,75006,7046,1082.39%-595
IRIS ENERGY LTD
ORDINARY SHARES
72,0000-72,0006080-608
ISHARES TR281,231277,222-4,0099,3458,7163.41%-629
MICROSOFT CORP(MSFT)54,40753,740-66723,41122,6518.87%-760
INVESCO QQQ TR2,0000-2,0009760-976
ADOBE INC(ADBE)13,00012,892-1086,7315,7332.24%-998
DIREXION SHS ETF TR
DAI SEM BUL ETF
29,0000-29,0001,0640-1,064
WHIRLPOOL CORP(WHR)15,0000-15,0001,6050-1,605
GOLDMAN SACHS GROUP INC(GS)5,3771,200-4,1772,6626870.27%-1,975
REDDIT INC(RDDT)46,8416,244-40,5973,0881,0210.40%-2,067
ADVANCED MICRO DEVICES INC(AMD)57,58955,349-2,2409,4496,6862.62%-2,764
SELECT SECTOR SPDR TR
ST STR TECHN ETF
19,0910-19,0914,3100-4,310
LYFT INC(LYFT)362,7000-362,7004,6240-4,624
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