Thoma Capital Management LLC Diversified Active

CIK: 0002060298 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Mar 18, 2025

Total Value ($000): $146,018 (100.0% shares, 0.0% debt)

Holdings (63)

SPY SPDR S&P 500 ETF TR 18.9%
Value ($000) $27,552 Shares 47,010 Est. Cost $586.08 Unrealized
IGIB ISHARES TR 18.8%
Value ($000) $27,448 Shares 532,873 Est. Cost $51.51 Unrealized
IVE ISHARES TR 7.9%
Value ($000) $11,583 Shares 60,680 Est. Cost $190.88 Unrealized
IWO ISHARES TR 7.8%
Value ($000) $11,423 Shares 39,688 Est. Cost $287.82 Unrealized
XLK SELECT SECTOR SPDR TR 6.9%
Value ($000) $10,084 Shares 43,369 Est. Cost $232.52 Unrealized
HACK AMPLIFY ETF TR 3.9%
Value ($000) $5,743 Shares 77,100 Est. Cost $74.49 Unrealized
XLV SELECT SECTOR SPDR TR 3.5%
Value ($000) $5,151 Shares 37,444 Est. Cost $137.57 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $3,812 Shares 15,223 Est. Cost $234.51 Unrealized 0.0%
NUVEEN PFD & INCOME OPPORTUN 2.5%
Value ($000) $3,673 Shares 467,245 Est. Cost $7.86 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $2,133 Shares 9,722 Est. Cost $204.58 Unrealized 0.0%
MSFT MICROSOFT CORP 1.3%
Value ($000) $1,913 Shares 4,540 Est. Cost $422.35 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $1,558 Shares 11,605 Est. Cost $137.79 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $1,363 Shares 2,665 Est. Cost $511.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $1,146 Shares 5,214 Est. Cost $216.31 Unrealized 0.0%
GOOGL ALPHABET INC 0.8%
Value ($000) $1,146 Shares 6,052 Est. Cost $174.14 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC 0.8%
Value ($000) $1,130 Shares 14,413 Est. Cost $69.33 Unrealized 0.0%
TSLA TESLA INC 0.8%
Value ($000) $1,130 Shares 2,797 Est. Cost $321.74 Unrealized 0.0%
META META PLATFORMS INC 0.8%
Value ($000) $1,097 Shares 1,873 Est. Cost $584.74 Unrealized 0.0%
DIS DISNEY WALT CO 0.7%
Value ($000) $1,034 Shares 9,282 Est. Cost $103.52 Unrealized 0.0%
BNY MELLON STRATEGIC MUNS IN 0.7%
Value ($000) $980 Shares 162,317 Est. Cost $6.04 Unrealized
ORCL ORACLE CORP 0.6%
Value ($000) $921 Shares 5,526 Est. Cost $175.85 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.6%
Value ($000) $902 Shares 24,238 Est. Cost $39.68 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.6%
Value ($000) $883 Shares 7,994 Est. Cost $92.47 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.6%
Value ($000) $828 Shares 32,410 Est. Cost $23.92 Unrealized 0.0%
LLY ELI LILLY & CO 0.6%
Value ($000) $819 Shares 1,060 Est. Cost $821.14 Unrealized 0.0%
ETN EATON CORP PLC 0.6%
Value ($000) $816 Shares 2,458 Est. Cost $347.11 Unrealized 0.0%
BX BLACKSTONE INC 0.5%
Value ($000) $800 Shares 4,642 Est. Cost $168.78 Unrealized 0.0%
HON HONEYWELL INTL INC 0.5%
Value ($000) $744 Shares 3,293 Est. Cost $203.59 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.5%
Value ($000) $743 Shares 8,058 Est. Cost $93.11 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.5%
Value ($000) $742 Shares 9,487 Est. Cost $84.84 Unrealized 0.0%
WMT WALMART INC 0.5%
Value ($000) $727 Shares 8,043 Est. Cost $85.80 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $721 Shares 3,010 Est. Cost $228.03 Unrealized 0.0%
NET CLOUDFLARE INC 0.5%
Value ($000) $720 Shares 6,690 Est. Cost $97.70 Unrealized 0.0%
RBLX ROBLOX CORP 0.5%
Value ($000) $687 Shares 11,881 Est. Cost $50.32 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $687 Shares 1,516 Est. Cost $461.73 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.5%
Value ($000) $684 Shares 6,049 Est. Cost $109.05 Unrealized 0.0%
AMGN AMGEN INC 0.5%
Value ($000) $683 Shares 2,621 Est. Cost $286.05 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.5%
Value ($000) $680 Shares 3,163 Est. Cost $203.03 Unrealized 0.0%
KO COCA COLA CO 0.5%
Value ($000) $669 Shares 10,738 Est. Cost $63.09 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $659 Shares 4,546 Est. Cost $145.50 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $640 Shares 3,905 Est. Cost $170.91 Unrealized 0.0%
GOOG ALPHABET INC 0.4%
Value ($000) $637 Shares 3,347 Est. Cost $175.67 Unrealized 0.0%
DHR DANAHER CORPORATION 0.4%
Value ($000) $618 Shares 2,692 Est. Cost $243.95 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $583 Shares 1,370 Est. Cost $425.50 Unrealized
WSC WILLSCOT HLDGS CORP 0.4%
Value ($000) $559 Shares 16,720 Est. Cost $36.74 Unrealized 0.0%
ABBV ABBVIE INC 0.4%
Value ($000) $551 Shares 3,102 Est. Cost $177.41 Unrealized 0.0%
AVGO BROADCOM INC 0.4%
Value ($000) $543 Shares 2,343 Est. Cost $182.87 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $530 Shares 16,196 Est. Cost $36.44 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $524 Shares 1,078 Est. Cost $527.20 Unrealized 0.0%
PFE PFIZER INC 0.4%
Value ($000) $523 Shares 19,713 Est. Cost $25.12 Unrealized 0.0%
BA BOEING CO 0.3%
Value ($000) $508 Shares 2,872 Est. Cost $156.93 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $383 Shares 5,061 Est. Cost $58.25 Unrealized 0.0%
V VISA INC 0.2%
Value ($000) $347 Shares 1,099 Est. Cost $298.33 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $343 Shares 2,234 Est. Cost $159.52 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $342 Shares 1,930 Est. Cost $171.20 Unrealized 0.0%
IGLB ISHARES TR 0.2%
Value ($000) $332 Shares 6,713 Est. Cost $49.40 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $318 Shares 1,897 Est. Cost $165.73 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $288 Shares 4,775 Est. Cost $60.27 Unrealized 0.0%
IWF ISHARES TR 0.2%
Value ($000) $283 Shares 705 Est. Cost $401.58 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $272 Shares 1,704 Est. Cost $159.52 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $253 Shares 2,997 Est. Cost $85.29 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $221 Shares 4,400 Est. Cost $50.13 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $208 Shares 1,932 Est. Cost $112.36 Unrealized 0.0%