ZEGA Investments, LLC Hedge Fund

CIK: 0002045703 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 6, 2025

Total Value ($000): $732,551 (100.0% shares, 0.0% debt)

Holdings (141)

SPY SPDR S&P 500 ETF TR 17.6%
Value ($000) $128,822 Shares 208,500 Est. Cost $607.96 Unrealized
SPY SPDR S&P 500 ETF TR 15.2%
Value ($000) $111,645 Shares 180,700 Est. Cost $607.96 Unrealized
AAPL APPLE INC 7.4%
Value ($000) $54,221 Shares 264,275 Est. Cost $232.82 Unrealized -13.5%
SPY SPDR S&P 500 ETF TR 5.7%
Value ($000) $41,838 Shares 67,716 Est. Cost $607.96 Unrealized
HYBL SSGA ACTIVE TR 4.6%
Value ($000) $33,945 Shares 1,187,291 Est. Cost $28.58 Unrealized
AAPL APPLE INC 4.2%
Value ($000) $30,755 Shares 149,900 Est. Cost $232.82 Unrealized -13.5%
AMZN AMAZON COM INC 2.5%
Value ($000) $18,602 Shares 84,789 Est. Cost $206.66 Unrealized -4.2%
AMZN AMAZON COM INC 2.4%
Value ($000) $17,705 Shares 80,700 Est. Cost $206.66 Unrealized -4.2%
MSFT MICROSOFT CORP 2.1%
Value ($000) $15,405 Shares 30,970 Est. Cost $423.28 Unrealized +2.2%
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $15,317 Shares 96,949 Est. Cost $134.76 Unrealized -6.6%
SJNK SPDR SERIES TRUST 2.1%
Value ($000) $15,311 Shares 600,900 Est. Cost $25.58 Unrealized
SRLN SSGA ACTIVE ETF TR 2.0%
Value ($000) $14,630 Shares 351,761 Est. Cost $41.96 Unrealized
ZHDG TIDAL TRUST I 1.9%
Value ($000) $13,801 Shares 647,649 Est. Cost $20.90 Unrealized
TSLA TESLA INC 1.2%
Value ($000) $8,460 Shares 26,632 Est. Cost $318.82 Unrealized -5.5%
AAPL APPLE INC 1.1%
Value ($000) $8,412 Shares 41,000 Est. Cost $232.82 Unrealized -13.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $7,623 Shares 70,714 Est. Cost $112.36 Unrealized -7.0%
AFL AFLAC INC 1.0%
Value ($000) $7,156 Shares 67,859 Est. Cost $106.27 Unrealized -2.5%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,587 Shares 61,100 Est. Cost $112.36 Unrealized -7.0%
GOOG ALPHABET INC 0.9%
Value ($000) $6,370 Shares 35,911 Est. Cost $176.09 Unrealized -6.4%
AFL AFLAC INC 0.9%
Value ($000) $6,264 Shares 59,400 Est. Cost $106.27 Unrealized -2.5%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $5,792 Shares 10,500 Est. Cost $529.65 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $5,545 Shares 35,100 Est. Cost $134.76 Unrealized -6.6%
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $5,424 Shares 95,410 Est. Cost $57.82 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $5,309 Shares 5,363 Est. Cost $930.20 Unrealized +6.5%
LLY ELI LILLY & CO 0.7%
Value ($000) $5,048 Shares 6,476 Est. Cost $786.02 Unrealized -1.6%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $4,192 Shares 7,600 Est. Cost $529.65 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $3,819 Shares 77,773 Est. Cost $49.10 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $3,800 Shares 74,979 Est. Cost $50.56 Unrealized
BIL SPDR SERIES TRUST 0.5%
Value ($000) $3,773 Shares 41,136 Est. Cost $91.72 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $3,759 Shares 5,093 Est. Cost $586.23 Unrealized +5.2%
V VISA INC 0.5%
Value ($000) $3,631 Shares 10,228 Est. Cost $327.65 Unrealized +5.9%
GSY INVESCO ACTIVELY MANAGED EXC 0.5%
Value ($000) $3,392 Shares 67,643 Est. Cost $50.08 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,324 Shares 10,654 Est. Cost $543.13 Unrealized -31.0%
YMAX TIDAL TR II 0.4%
Value ($000) $3,127 Shares 227,247 Est. Cost $16.44 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2,990 Shares 49,935 Est. Cost $59.94 Unrealized
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,981 Shares 107,734 Est. Cost $27.04 Unrealized
PULS PGIM ETF TR 0.4%
Value ($000) $2,936 Shares 59,005 Est. Cost $49.73 Unrealized
SPYT TIDAL TR II 0.4%
Value ($000) $2,897 Shares 159,456 Est. Cost $19.42 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $2,896 Shares 47,319 Est. Cost $61.07 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $2,665 Shares 14,359 Est. Cost $180.55 Unrealized +1.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,413 Shares 44,351 Est. Cost $51.84 Unrealized
MSTR MICROSTRATEGY INC 0.3%
Value ($000) $2,299 Shares 5,687 Est. Cost $346.34 Unrealized +5.2%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $2,231 Shares 7,696 Est. Cost $237.12 Unrealized +6.6%
INTU INTUIT 0.3%
Value ($000) $2,209 Shares 2,805 Est. Cost $617.66 Unrealized +9.2%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,194 Shares 10,721 Est. Cost $188.91 Unrealized -1.7%
MCK MCKESSON CORP 0.3%
Value ($000) $2,176 Shares 2,970 Est. Cost $557.26 Unrealized +26.3%
WMT WALMART INC 0.3%
Value ($000) $2,172 Shares 22,214 Est. Cost $85.91 Unrealized +10.3%
ABBV ABBVIE INC 0.3%
Value ($000) $2,153 Shares 11,600 Est. Cost $180.55 Unrealized +1.2%
HD HOME DEPOT INC 0.3%
Value ($000) $2,068 Shares 5,640 Est. Cost $376.05 Unrealized -5.4%
NFLX NETFLIX INC 0.3%
Value ($000) $1,991 Shares 1,487 Est. Cost $87.36 Unrealized +29.4%
COWG PACER FDS TR 0.3%
Value ($000) $1,895 Shares 53,971 Est. Cost $35.11 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,878 Shares 3,024 Est. Cost $611.01 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $1,837 Shares 6,025 Est. Cost $288.14 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,827 Shares 3,363 Est. Cost $528.72 Unrealized -1.1%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,826 Shares 7,842 Est. Cost $200.49 Unrealized -0.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,781 Shares 2,517 Est. Cost $571.74 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,747 Shares 3,596 Est. Cost $471.52 Unrealized +7.7%
ULST SSGA ACTIVE ETF TR 0.2%
Value ($000) $1,701 Shares 41,836 Est. Cost $40.63 Unrealized
ICSH ISHARES TR 0.2%
Value ($000) $1,656 Shares 32,653 Est. Cost $50.68 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $1,655 Shares 3,127 Est. Cost $415.97 Unrealized 0.0%
GSST GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,651 Shares 32,656 Est. Cost $50.52 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $1,647 Shares 26,900 Est. Cost $61.07 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,609 Shares 64,541 Est. Cost $24.93 Unrealized
PWR QUANTA SVCS INC 0.2%
Value ($000) $1,595 Shares 4,218 Est. Cost $320.76 Unrealized 0.0%
WMT WALMART INC 0.2%
Value ($000) $1,574 Shares 16,100 Est. Cost $85.91 Unrealized +10.3%
USB US BANCORP DEL 0.2%
Value ($000) $1,514 Shares 33,455 Est. Cost $46.63 Unrealized -12.6%
USB US BANCORP DEL 0.2%
Value ($000) $1,489 Shares 32,900 Est. Cost $46.63 Unrealized -12.6%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,449 Shares 5,431 Est. Cost $257.53 Unrealized 0.0%
SPYD SPDR SERIES TRUST 0.2%
Value ($000) $1,426 Shares 33,605 Est. Cost $43.69 Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $1,402 Shares 10,900 Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,311 Shares 44,601 Est. Cost $26.76 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $1,274 Shares 9,270 Est. Cost $170.91 Unrealized -20.3%
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,271 Shares 3,212 Est. Cost $366.32 Unrealized +1.4%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,245 Shares 7,064 Est. Cost $174.14 Unrealized -6.2%
KO COCA COLA CO 0.2%
Value ($000) $1,209 Shares 17,095 Est. Cost $63.09 Unrealized +10.6%
BKUI BNY MELLON ETF TRUST 0.2%
Value ($000) $1,208 Shares 24,220 Est. Cost $49.87 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,080 Shares 8,177 Est. Cost $131.03 Unrealized 0.0%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $1,067 Shares 14,680 Est. Cost $68.07 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $998 Shares 10,500 Est. Cost $103.86 Unrealized -12.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $986 Shares 10,762 Est. Cost $93.94 Unrealized -9.3%
QQQT TIDAL TR II 0.1%
Value ($000) $979 Shares 53,986 Est. Cost $19.12 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $960 Shares 6,282 Est. Cost $149.62 Unrealized +0.8%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $940 Shares 6,898 Est. Cost $58.25 Unrealized +101.4%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $863 Shares 1,968 Est. Cost $424.05 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $818 Shares 2,114 Est. Cost $495.13 Unrealized -22.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $802 Shares 2,639 Est. Cost $303.93 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $762 Shares 24,560 Est. Cost $32.76 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $724 Shares 5,360 Est. Cost $132.10 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $704 Shares 4,416 Est. Cost $165.73 Unrealized -3.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $677 Shares 6,107 Est. Cost $87.00 Unrealized +20.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $651 Shares 1,676 Est. Cost $381.74 Unrealized -13.3%
NOW SERVICENOW INC 0.1%
Value ($000) $637 Shares 620 Est. Cost $196.57 Unrealized -4.0%
KR KROGER CO 0.1%
Value ($000) $635 Shares 8,850 Est. Cost $57.34 Unrealized +18.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $611 Shares 7,623 Est. Cost $71.15 Unrealized 0.0%
SOXY TIDAL TR II 0.1%
Value ($000) $583 Shares 11,090 Est. Cost $51.07 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $575 Shares 2,085 Est. Cost $182.87 Unrealized +18.1%
USFR WISDOMTREE TR 0.1%
Value ($000) $556 Shares 11,057 Est. Cost $50.39 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $553 Shares 1,003 Est. Cost $529.65 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $553 Shares 4,066 Est. Cost $116.10 Unrealized +12.5%
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $531 Shares 8,170 Est. Cost $68.99 Unrealized
TECL DIREXION SHS ETF TR 0.1%
Value ($000) $496 Shares 5,300 Est. Cost $58.56 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $467 Shares 1,708 Est. Cost $269.39 Unrealized -7.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $453 Shares 4,850 Est. Cost $71.88 Unrealized +14.5%
UITB VICTORY PORTFOLIOS II 0.1%
Value ($000) $444 Shares 9,442 Est. Cost $47.07 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $444 Shares 9,433 Est. Cost $47.06 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $439 Shares 1,504 Est. Cost $303.54 Unrealized 0.0%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $436 Shares 33,450 Est. Cost $13.51 Unrealized
ITRI ITRON INC 0.1%
Value ($000) $427 Shares 3,242 Est. Cost $113.13 Unrealized 0.0%
YQQQ TIDAL TR II 0.1%
Value ($000) $425 Shares 29,885 Est. Cost $15.55 Unrealized
GIAX TIDAL TR II 0.1%
Value ($000) $411 Shares 23,212 Est. Cost $16.55 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $398 Shares 3,892 Est. Cost $102.49 Unrealized -15.6%
TIDAL TR II 0.1%
Value ($000) $387 Shares 17,435 Est. Cost $26.40 Unrealized
SDTY TIDAL TR II 0.1%
Value ($000) $381 Shares 8,463 Est. Cost $45.28 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $362 Shares 2,526 Est. Cost $145.56 Unrealized -5.9%
SPTI SPDR SERIES TRUST 0.0%
Value ($000) $333 Shares 11,591 Est. Cost $28.65 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $295 Shares 3,099 Est. Cost $95.32 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $267 Shares 3,002 Est. Cost $90.22 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $264 Shares 1,175 Est. Cost $219.61 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $257 Shares 1,193 Est. Cost $227.14 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $256 Shares 451 Est. Cost $520.51 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $247 Shares 440 Est. Cost $514.68 Unrealized +7.1%
WTMF WISDOMTREE TR 0.0%
Value ($000) $245 Shares 6,938 Est. Cost $34.13 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $242 Shares 4,392 Est. Cost $57.22 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $237 Shares 4,536 Est. Cost $52.54 Unrealized
FEAT TIDAL TR II 0.0%
Value ($000) $237 Shares 6,333 Est. Cost $37.36 Unrealized
GDXY TIDAL TR II 0.0%
Value ($000) $235 Shares 15,809 Est. Cost $15.35 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $229 Shares 4,407 Est. Cost $51.41 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $224 Shares 3,177 Est. Cost $65.65 Unrealized
FIAX TIDAL TR II 0.0%
Value ($000) $210 Shares 11,489 Est. Cost $19.20 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $209 Shares 4,114 Est. Cost $50.75 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $208 Shares 2,221 Est. Cost $59.18 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $206 Shares 1,530 Est. Cost $146.01 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $206 Shares 2,036 Est. Cost $122.11 Unrealized -22.9%
JPO TIDAL TR II 0.0%
Value ($000) $204 Shares 11,907 Est. Cost $19.15 Unrealized
TIDAL TR II 0.0%
Value ($000) $172 Shares 20,994 Est. Cost $12.20 Unrealized
YFYA LISTED FDS TR 0.0%
Value ($000) $155 Shares 15,697 Est. Cost $9.95 Unrealized
TIDAL TR II 0.0%
Value ($000) $113 Shares 12,361 Est. Cost $9.13 Unrealized
TIDAL TR II 0.0%
Value ($000) $96 Shares 20,305 Est. Cost $4.73 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $89 Shares 10,100 Est. Cost $6.48 Unrealized +12.4%
TIDAL TR II 0.0%
Value ($000) $82 Shares 11,025 Est. Cost $7.45 Unrealized
TIDAL TR II 0.0%
Value ($000) $64 Shares 18,491 Est. Cost $3.44 Unrealized