SUMITOMO MITSUI FINANCIAL GROUP, INC. Hedge Fund

CIK: 0001022837 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $6,139,757 (100.0% shares, 0.0% debt)

Holdings (227)

ARES ARES MANAGEMENT CORPORATION 37.7%
Value ($000) $2,314,773 Shares 13,364,740 Est. Cost $30.78 Unrealized +404.4%
SPY SPDR S&P 500 ETF TR 11.5%
Value ($000) $705,119 Shares 1,141,246 Est. Cost $520.12 Unrealized
JEF JEFFERIES FINL GROUP INC 8.2%
Value ($000) $505,723 Shares 9,247,081 Est. Cost $54.37 Unrealized -11.2%
LQD ISHARES TR 7.9%
Value ($000) $484,912 Shares 4,423,974 Est. Cost $109.51 Unrealized
QQQ INVESCO QQQ TR 2.9%
Value ($000) $179,510 Shares 325,412 Est. Cost $508.07 Unrealized
GLD SPDR GOLD TR 2.4%
Value ($000) $145,669 Shares 477,869 Est. Cost $208.45 Unrealized
XLK SELECT SECTOR SPDR TR 2.3%
Value ($000) $139,277 Shares 550,000 Est. Cost $253.23 Unrealized
CME CME GROUP INC 2.1%
Value ($000) $130,050 Shares 471,846 Est. Cost $87.56 Unrealized +206.6%
AGG ISHARES TR 1.9%
Value ($000) $119,249 Shares 1,202,110 Est. Cost $99.48 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $78,058 Shares 494,069 Est. Cost $93.69 Unrealized +34.3%
IEF ISHARES TR 1.3%
Value ($000) $77,970 Shares 814,133 Est. Cost $100.83 Unrealized
AVGO BROADCOM INC 1.1%
Value ($000) $69,305 Shares 251,423 Est. Cost $151.31 Unrealized +42.7%
XYZ BLOCK INC 1.0%
Value ($000) $61,677 Shares 907,950 Est. Cost $77.96 Unrealized -25.4%
META META PLATFORMS INC 0.9%
Value ($000) $53,536 Shares 72,535 Est. Cost $275.86 Unrealized +123.5%
HYG ISHARES TR 0.9%
Value ($000) $52,548 Shares 651,552 Est. Cost $85.01 Unrealized
SJNK SPDR SERIES TRUST 0.8%
Value ($000) $51,564 Shares 2,023,706 Est. Cost $25.32 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $50,646 Shares 101,821 Est. Cost $270.09 Unrealized +60.1%
EWY ISHARES INC 0.8%
Value ($000) $48,810 Shares 680,000 Est. Cost $71.78 Unrealized
ANET ARISTA NETWORKS INC 0.8%
Value ($000) $48,161 Shares 470,754 Est. Cost $102.34 Unrealized -15.5%
IGSB ISHARES TR 0.8%
Value ($000) $47,518 Shares 900,636 Est. Cost $53.49 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $45,417 Shares 206,983 Est. Cost $133.78 Unrealized +47.9%
GOOG ALPHABET INC 0.7%
Value ($000) $45,238 Shares 255,005 Est. Cost $130.13 Unrealized +26.7%
MBB ISHARES TR 0.7%
Value ($000) $40,743 Shares 433,948 Est. Cost $104.01 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $36,539 Shares 126,034 Est. Cost $152.69 Unrealized +65.5%
INTU INTUIT 0.6%
Value ($000) $33,854 Shares 42,982 Est. Cost $512.23 Unrealized +31.7%
TLT ISHARES TR 0.5%
Value ($000) $31,631 Shares 358,426 Est. Cost $98.94 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $25,650 Shares 836,063 Est. Cost $37.46 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $25,293 Shares 235,481 Est. Cost $92.65 Unrealized +9.2%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $23,672 Shares 74,212 Est. Cost $289.59 Unrealized -3.5%
GE GE AEROSPACE 0.4%
Value ($000) $22,899 Shares 88,965 Est. Cost $201.04 Unrealized +8.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $22,122 Shares 70,910 Est. Cost $387.86 Unrealized -3.3%
BLK BLACKROCK INC 0.4%
Value ($000) $21,654 Shares 20,638 Est. Cost $985.08 Unrealized -5.3%
GWW GRAINGER W W INC 0.3%
Value ($000) $20,204 Shares 19,422 Est. Cost $535.79 Unrealized +92.8%
AMGN AMGEN INC 0.3%
Value ($000) $19,635 Shares 70,322 Est. Cost $224.49 Unrealized +23.7%
DHI D R HORTON INC 0.3%
Value ($000) $19,058 Shares 147,826 Est. Cost $93.80 Unrealized +30.4%
FSLR FIRST SOLAR INC 0.3%
Value ($000) $18,731 Shares 113,153 Est. Cost $182.22 Unrealized -19.0%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $18,558 Shares 65,794 Est. Cost $239.38 Unrealized +12.0%
BAB INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $18,082 Shares 681,581 Est. Cost $31.91 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $16,643 Shares 235,234 Est. Cost $51.77 Unrealized +34.8%
GOVT ISHARES TR 0.2%
Value ($000) $15,324 Shares 666,851 Est. Cost $23.05 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $13,760 Shares 124,612 Est. Cost $110.42 Unrealized
IYR ISHARES TR 0.2%
Value ($000) $12,162 Shares 128,337 Est. Cost $90.36 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $11,060 Shares 16,674 Est. Cost $373.54 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $9,778 Shares 118,005 Est. Cost $82.47 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $9,590 Shares 9,687 Est. Cost $521.74 Unrealized +89.9%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $9,479 Shares 117,071 Est. Cost $70.74 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $9,341 Shares 16,445 Est. Cost $537.65 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $9,251 Shares 19,775 Est. Cost $424.47 Unrealized -2.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $8,675 Shares 54,471 Est. Cost $127.65 Unrealized +13.6%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $7,342 Shares 92,355 Est. Cost $81.85 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $7,091 Shares 93,825 Est. Cost $49.87 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $6,996 Shares 85,676 Est. Cost $63.39 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $6,701 Shares 61,128 Est. Cost $104.22 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $6,640 Shares 119,378 Est. Cost $52.24 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $6,200 Shares 81,693 Est. Cost $102.14 Unrealized
NVIDIA CORPORATION 0.1%
Value ($000) $5,688 Shares 319,454 Est. Cost Unrealized
TIP ISHARES TR 0.1%
Value ($000) $5,591 Shares 50,811 Est. Cost $117.43 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $5,271 Shares 38,836 Est. Cost $123.02 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $5,087 Shares 24,503 Est. Cost $150.42 Unrealized +15.9%
IEI ISHARES TR 0.1%
Value ($000) $4,552 Shares 38,219 Est. Cost $117.32 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $4,265 Shares 11,632 Est. Cost $276.03 Unrealized +28.9%
SOXX ISHARES TR 0.1%
Value ($000) $4,007 Shares 16,785 Est. Cost $469.28 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $3,780 Shares 23,726 Est. Cost $120.41 Unrealized +33.5%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,769 Shares 142,223 Est. Cost $40.64 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $3,740 Shares 82,709 Est. Cost $26.93 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $3,690 Shares 44,499 Est. Cost $93.56 Unrealized
RL RALPH LAUREN CORP 0.1%
Value ($000) $3,217 Shares 11,730 Est. Cost $179.04 Unrealized +37.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $3,186 Shares 45,917 Est. Cost $46.97 Unrealized +28.5%
PFE PFIZER INC 0.0%
Value ($000) $3,011 Shares 124,200 Est. Cost $28.53 Unrealized -21.7%
PEP PEPSICO INC 0.0%
Value ($000) $2,667 Shares 20,200 Est. Cost $142.77 Unrealized -8.2%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,667 Shares 21,922 Est. Cost $75.30 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $2,624 Shares 26,060 Est. Cost $100.67 Unrealized
REET ISHARES TR 0.0%
Value ($000) $2,491 Shares 100,850 Est. Cost $24.52 Unrealized
T AT&T INC 0.0%
Value ($000) $2,450 Shares 84,642 Est. Cost $15.87 Unrealized +69.9%
EEM ISHARES TR 0.0%
Value ($000) $2,310 Shares 47,876 Est. Cost $48.60 Unrealized
WCLD WISDOMTREE TR 0.0%
Value ($000) $2,114 Shares 58,506 Est. Cost $46.28 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2,011 Shares 43,454 Est. Cost $49.32 Unrealized -4.3%
KW KENNEDY-WILSON HOLDINGS INC 0.0%
Value ($000) $1,979 Shares 272,238 Est. Cost $6.67 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1,792 Shares 19,666 Est. Cost $58.79 Unrealized +42.8%
BOND PIMCO ETF TR 0.0%
Value ($000) $1,662 Shares 18,030 Est. Cost $102.93 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $1,630 Shares 22,658 Est. Cost $73.14 Unrealized -1.6%
IHI ISHARES TR 0.0%
Value ($000) $1,513 Shares 24,150 Est. Cost $55.36 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $1,349 Shares 17,808 Est. Cost $69.45 Unrealized +2.4%
EMB ISHARES TR 0.0%
Value ($000) $1,324 Shares 14,295 Est. Cost $102.38 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $1,171 Shares 19,513 Est. Cost $51.57 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $1,115 Shares 12,525 Est. Cost $90.54 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $1,077 Shares 4,336 Est. Cost $250.10 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $1,021 Shares 12,310 Est. Cost $115.58 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $1,010 Shares 19,398 Est. Cost $28.60 Unrealized
ARM HOLDINGS PLC 0.0%
Value ($000) $991 Shares 35,200 Est. Cost Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $988 Shares 22,672 Est. Cost $25.07 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $948 Shares 7,497 Est. Cost $137.75 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $889 Shares 17,152 Est. Cost $62.23 Unrealized -13.6%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $849 Shares 7,824 Est. Cost $80.28 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $722 Shares 16,688 Est. Cost $40.50 Unrealized +3.3%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $721 Shares 1,989 Est. Cost $289.66 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $673 Shares 5,069 Est. Cost $108.43 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $615 Shares 9,126 Est. Cost $55.00 Unrealized +18.4%
MICRON TECHNOLOGY INC 0.0%
Value ($000) $594 Shares 43,000 Est. Cost Unrealized
TTAN SERVICETITAN INC 0.0%
Value ($000) $546 Shares 5,091 Est. Cost $111.77 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $542 Shares 4,206 Est. Cost $108.35 Unrealized +21.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $538 Shares 2,175 Est. Cost $197.34 Unrealized +20.2%
NFLX NETFLIX INC 0.0%
Value ($000) $532 Shares 402 Est. Cost $97.76 Unrealized +15.7%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $528 Shares 2,800 Est. Cost $176.66 Unrealized 0.0%
ZSCALER INC 0.0%
Value ($000) $524 Shares 7,511 Est. Cost Unrealized
SH PROSHARES TR 0.0%
Value ($000) $476 Shares 12,000 Est. Cost $42.38 Unrealized
MICRON TECHNOLOGY INC 0.0%
Value ($000) $398 Shares 45,000 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $398 Shares 1,049 Est. Cost $358.58 Unrealized 0.0%
B BARRICK MNG CORP 0.0%
Value ($000) $388 Shares 18,950 Est. Cost $19.29 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $380 Shares 1,708 Est. Cost $180.80 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $358 Shares 650 Est. Cost $551.47 Unrealized 0.0%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $355 Shares 5,245 Est. Cost $41.15 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $328 Shares 8,918 Est. Cost $36.76 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $311 Shares 350 Est. Cost $748.55 Unrealized 0.0%
ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $306 Shares 9,400 Est. Cost Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $305 Shares 1,000 Est. Cost $283.70 Unrealized 0.0%
REM ISHARES TR 0.0%
Value ($000) $304 Shares 14,223 Est. Cost $22.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $298 Shares 1,030 Est. Cost $244.58 Unrealized +3.8%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $298 Shares 3,860 Est. Cost $62.28 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $282 Shares 2,195 Est. Cost $118.22 Unrealized
MARVELL TECHNOLOGY INC 0.0%
Value ($000) $266 Shares 25,000 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value ($000) $253 Shares 781 Est. Cost $300.43 Unrealized +0.3%
HEWJ ISHARES TR 0.0%
Value ($000) $252 Shares 5,625 Est. Cost $42.33 Unrealized
TESLA INC 0.0%
Value ($000) $249 Shares 15,227 Est. Cost Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $238 Shares 3,179 Est. Cost $57.41 Unrealized
TESLA INC 0.0%
Value ($000) $233 Shares 6,000 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $221 Shares 550 Est. Cost $382.78 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $208 Shares 2,100 Est. Cost $93.31 Unrealized 0.0%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $205 Shares 6,284 Est. Cost $48.68 Unrealized
ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $205 Shares 22,000 Est. Cost Unrealized
FCPI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $203 Shares 4,345 Est. Cost $42.65 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $198 Shares 2,200 Est. Cost $88.02 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value ($000) $196 Shares 976 Est. Cost $209.68 Unrealized -3.9%
SHOPIFY INC 0.0%
Value ($000) $191 Shares 20,000 Est. Cost Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $190 Shares 1,675 Est. Cost $100.02 Unrealized 0.0%
IEO ISHARES TR 0.0%
Value ($000) $178 Shares 2,005 Est. Cost $74.33 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $174 Shares 450 Est. Cost $385.32 Unrealized 0.0%
BROADCOM INC 0.0%
Value ($000) $174 Shares 11,000 Est. Cost Unrealized
IWM ISHARES TR 0.0%
Value ($000) $172 Shares 799 Est. Cost $220.84 Unrealized
BROADCOM INC 0.0%
Value ($000) $166 Shares 5,800 Est. Cost Unrealized
MARVELL TECHNOLOGY INC 0.0%
Value ($000) $166 Shares 10,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $150 Shares 1,040 Est. Cost $108.87 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $148 Shares 610 Est. Cost $266.75 Unrealized -7.5%
ORCL ORACLE CORP 0.0%
Value ($000) $143 Shares 680 Est. Cost $160.80 Unrealized 0.0%
KLA CORP 0.0%
Value ($000) $143 Shares 2,100 Est. Cost Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $135 Shares 25,000 Est. Cost Unrealized
ARM HOLDINGS PLC 0.0%
Value ($000) $134 Shares 13,500 Est. Cost Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $129 Shares 720 Est. Cost $163.29 Unrealized 0.0%
AMAZON COM INC 0.0%
Value ($000) $125 Shares 14,776 Est. Cost Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $121 Shares 8,000 Est. Cost Unrealized
INVESCO QQQ TR 0.0%
Value ($000) $120 Shares 12,000 Est. Cost Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $119 Shares 18,000 Est. Cost Unrealized
TEXAS INSTRS INC 0.0%
Value ($000) $117 Shares 11,000 Est. Cost Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $116 Shares 1,484 Est. Cost $77.31 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $108 Shares 1,460 Est. Cost $68.32 Unrealized 0.0%
EAGG ISHARES TR 0.0%
Value ($000) $104 Shares 2,196 Est. Cost $55.09 Unrealized
PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $104 Shares 10,000 Est. Cost Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $103 Shares 938 Est. Cost $83.54 Unrealized
FREEPORT-MCMORAN INC 0.0%
Value ($000) $94 Shares 45,000 Est. Cost Unrealized
CAPITAL ONE FINL CORP 0.0%
Value ($000) $94 Shares 10,000 Est. Cost Unrealized
ANALOG DEVICES INC 0.0%
Value ($000) $92 Shares 9,000 Est. Cost Unrealized
TEXAS INSTRS INC 0.0%
Value ($000) $90 Shares 3,900 Est. Cost Unrealized
ANALOG DEVICES INC 0.0%
Value ($000) $88 Shares 2,200 Est. Cost Unrealized
CARNIVAL CORP 0.0%
Value ($000) $87 Shares 45,000 Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $84 Shares 400 Est. Cost $186.79 Unrealized -0.9%
XSOE WISDOMTREE TR 0.0%
Value ($000) $81 Shares 2,351 Est. Cost $30.88 Unrealized
FREEPORT-MCMORAN INC 0.0%
Value ($000) $79 Shares 10,600 Est. Cost Unrealized
CONOCOPHILLIPS 0.0%
Value ($000) $79 Shares 10,000 Est. Cost Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $76 Shares 595 Est. Cost $97.15 Unrealized 0.0%
META PLATFORMS INC 0.0%
Value ($000) $75 Shares 3,070 Est. Cost Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $75 Shares 5,000 Est. Cost Unrealized
NVIDIA CORPORATION 0.0%
Value ($000) $73 Shares 10,000 Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $70 Shares 911 Est. Cost $80.90 Unrealized 0.0%
CAPITAL ONE FINL CORP 0.0%
Value ($000) $70 Shares 2,000 Est. Cost Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $69 Shares 290 Est. Cost $243.59 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value ($000) $67 Shares 214 Est. Cost $159.10 Unrealized +56.7%
CARNIVAL CORP 0.0%
Value ($000) $65 Shares 12,400 Est. Cost Unrealized
UBER TECHNOLOGIES INC 0.0%
Value ($000) $64 Shares 7,399 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $60 Shares 710 Est. Cost $90.96 Unrealized
MORGAN STANLEY 0.0%
Value ($000) $53 Shares 8,000 Est. Cost Unrealized
APPLIED MATLS INC 0.0%
Value ($000) $53 Shares 1,500 Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $52 Shares 593 Est. Cost $82.92 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $51 Shares 1,200 Est. Cost $41.16 Unrealized 0.0%
KLA CORP 0.0%
Value ($000) $51 Shares 300 Est. Cost Unrealized
APPLIED MATLS INC 0.0%
Value ($000) $50 Shares 8,000 Est. Cost Unrealized
ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $49 Shares 10,549 Est. Cost Unrealized
PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $48 Shares 4,000 Est. Cost Unrealized
ZSCALER INC 0.0%
Value ($000) $47 Shares 7,000 Est. Cost Unrealized
MORGAN STANLEY 0.0%
Value ($000) $47 Shares 2,500 Est. Cost Unrealized
HEZU ISHARES TR 0.0%
Value ($000) $46 Shares 1,130 Est. Cost $28.10 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $44 Shares 88 Est. Cost $350.78 Unrealized +23.6%
CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $42 Shares 1,007 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $39 Shares 900 Est. Cost $37.81 Unrealized -0.3%
SHOPIFY INC 0.0%
Value ($000) $38 Shares 2,500 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $38 Shares 720 Est. Cost $48.28 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $37 Shares 200 Est. Cost $167.08 Unrealized -5.8%
GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $35 Shares 1,400 Est. Cost Unrealized
GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $34 Shares 300 Est. Cost Unrealized
DISNEY WALT CO 0.0%
Value ($000) $34 Shares 1,500 Est. Cost Unrealized
USMV ISHARES TR 0.0%
Value ($000) $34 Shares 359 Est. Cost $62.79 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $33 Shares 789 Est. Cost $41.18 Unrealized
CHIQ GLOBAL X FDS 0.0%
Value ($000) $33 Shares 1,547 Est. Cost $21.27 Unrealized
COSTCO WHSL CORP NEW 0.0%
Value ($000) $33 Shares 1,100 Est. Cost Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $30 Shares 411 Est. Cost $68.45 Unrealized +2.6%
MS MORGAN STANLEY 0.0%
Value ($000) $28 Shares 200 Est. Cost $120.96 Unrealized 0.0%
CONOCOPHILLIPS 0.0%
Value ($000) $27 Shares 3,200 Est. Cost Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $27 Shares 35 Est. Cost $773.40 Unrealized 0.0%
INTUITIVE SURGICAL INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost Unrealized
MICROSOFT CORP 0.0%
Value ($000) $24 Shares 1,320 Est. Cost Unrealized
OKTA OKTA INC 0.0%
Value ($000) $22 Shares 227 Est. Cost $77.69 Unrealized +37.5%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $15 Shares 161 Est. Cost $84.38 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $14 Shares 196 Est. Cost $55.91 Unrealized
APPLE INC 0.0%
Value ($000) $14 Shares 1,000 Est. Cost Unrealized
MASTERCARD INCORPORATED 0.0%
Value ($000) $14 Shares 700 Est. Cost Unrealized
OKTA INC 0.0%
Value ($000) $14 Shares 6,567 Est. Cost Unrealized
ALBEMARLE CORP 0.0%
Value ($000) $13 Shares 1,810 Est. Cost Unrealized
QUALCOMM INC 0.0%
Value ($000) $12 Shares 1,320 Est. Cost Unrealized
EIDO ISHARES TR 0.0%
Value ($000) $11 Shares 643 Est. Cost $17.63 Unrealized
BLOCK INC 0.0%
Value ($000) $11 Shares 2,700 Est. Cost Unrealized
PALO ALTO NETWORKS INC 0.0%
Value ($000) $10 Shares 450 Est. Cost Unrealized
ALPHABET INC 0.0%
Value ($000) $8 Shares 1,725 Est. Cost Unrealized
BARRICK MNG CORP CALL 0.0%
Value ($000) $7 Shares 41,993 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $206.04 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $7 Shares 23 Est. Cost $303.54 Unrealized 0.0%
EWT ISHARES INC 0.0%
Value ($000) $7 Shares 114 Est. Cost $57.40 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $82.32 Unrealized 0.0%
APPLE INC 0.0%
Value ($000) $0 Shares 1,200 Est. Cost Unrealized