ZEGA Investments, LLC Hedge Fund

CIK: 0002045703 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 27, 2025

Total Value ($000): $747,208 (100.0% shares, 0.0% debt)

Holdings (157)

SPY SPDR S&P 500 ETF TR 14.3%
Value ($000) $107,188 Shares 160,900 Est. Cost $607.96 Unrealized
SPY SPDR S&P 500 ETF TR 11.6%
Value ($000) $87,003 Shares 130,600 Est. Cost $607.96 Unrealized
AAPL APPLE INC 9.2%
Value ($000) $68,400 Shares 268,626 Est. Cost $232.70 Unrealized -3.1%
SPY SPDR S&P 500 ETF TR 5.4%
Value ($000) $40,011 Shares 60,060 Est. Cost $607.96 Unrealized
HYBL SSGA ACTIVE TR 4.9%
Value ($000) $36,663 Shares 1,279,680 Est. Cost $28.58 Unrealized
AAPL APPLE INC 4.9%
Value ($000) $36,259 Shares 142,400 Est. Cost $232.70 Unrealized -3.1%
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $24,713 Shares 132,452 Est. Cost $145.36 Unrealized +19.9%
ZHDG TIDAL TRUST I 2.4%
Value ($000) $17,703 Shares 778,903 Est. Cost $21.21 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $17,650 Shares 34,076 Est. Cost $431.07 Unrealized +18.0%
AMZN AMAZON COM INC 2.3%
Value ($000) $17,158 Shares 78,142 Est. Cost $206.66 Unrealized +9.5%
SJNK SPDR SERIES TRUST 2.1%
Value ($000) $15,368 Shares 600,295 Est. Cost $25.58 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $15,019 Shares 68,400 Est. Cost $206.66 Unrealized +9.5%
SRLN SSGA ACTIVE ETF TR 2.0%
Value ($000) $14,854 Shares 357,232 Est. Cost $41.95 Unrealized
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $11,666 Shares 12,603 Est. Cost $945.43 Unrealized +1.2%
TSLA TESLA INC 1.4%
Value ($000) $10,440 Shares 23,475 Est. Cost $318.82 Unrealized +8.8%
AAPL APPLE INC 1.3%
Value ($000) $9,880 Shares 38,800 Est. Cost $232.70 Unrealized -3.1%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $8,303 Shares 73,639 Est. Cost $112.25 Unrealized -2.3%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $8,105 Shares 13,500 Est. Cost $540.93 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $8,042 Shares 43,100 Est. Cost $145.36 Unrealized +19.9%
AFL AFLAC INC 1.0%
Value ($000) $7,580 Shares 67,859 Est. Cost $106.27 Unrealized -2.0%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $7,092 Shares 62,900 Est. Cost $112.25 Unrealized -2.3%
AFL AFLAC INC 0.9%
Value ($000) $6,635 Shares 59,400 Est. Cost $106.27 Unrealized -2.0%
ABBV ABBVIE INC 0.8%
Value ($000) $5,909 Shares 25,520 Est. Cost $189.91 Unrealized +6.3%
MSFT MICROSOFT CORP 0.8%
Value ($000) $5,697 Shares 11,000 Est. Cost $431.07 Unrealized +18.0%
LLY ELI LILLY & CO 0.7%
Value ($000) $5,042 Shares 6,608 Est. Cost $785.15 Unrealized -5.5%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $4,743 Shares 15,035 Est. Cost $265.83 Unrealized +11.3%
ABBV ABBVIE INC 0.6%
Value ($000) $4,422 Shares 19,100 Est. Cost $189.91 Unrealized +6.3%
BIL SPDR SERIES TRUST 0.6%
Value ($000) $4,202 Shares 45,798 Est. Cost $91.73 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $4,164 Shares 13,200 Est. Cost $265.83 Unrealized +11.3%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $3,962 Shares 6,600 Est. Cost $540.93 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $3,750 Shares 15,396 Est. Cost $176.09 Unrealized +19.2%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,676 Shares 10,647 Est. Cost $543.13 Unrealized -45.0%
V VISA INC 0.5%
Value ($000) $3,556 Shares 10,416 Est. Cost $327.97 Unrealized +5.2%
META META PLATFORMS INC 0.4%
Value ($000) $3,235 Shares 4,405 Est. Cost $586.23 Unrealized +26.8%
SPYT TIDAL TRUST II 0.4%
Value ($000) $3,066 Shares 165,984 Est. Cost $19.38 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $2,927 Shares 12,039 Est. Cost $188.63 Unrealized +10.9%
HD HOME DEPOT INC 0.4%
Value ($000) $2,865 Shares 7,070 Est. Cost $378.70 Unrealized +2.8%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value ($000) $2,832 Shares 15,523 Est. Cost $115.93 Unrealized +39.8%
MSTR STRATEGY INC 0.4%
Value ($000) $2,825 Shares 8,769 Est. Cost $355.01 Unrealized +4.5%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $2,684 Shares 8,934 Est. Cost $276.03 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $2,653 Shares 46,458 Est. Cost $57.82 Unrealized
YMAX TIDAL TRUST II 0.4%
Value ($000) $2,628 Shares 205,123 Est. Cost $16.44 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $2,554 Shares 14,000 Est. Cost $115.93 Unrealized +39.8%
MCK MCKESSON CORP 0.3%
Value ($000) $2,298 Shares 2,974 Est. Cost $557.26 Unrealized +26.2%
WMT WALMART INC 0.3%
Value ($000) $2,291 Shares 22,226 Est. Cost $85.91 Unrealized +15.5%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,996 Shares 4,184 Est. Cost $407.91 Unrealized +4.3%
IVV ISHARES TR 0.3%
Value ($000) $1,982 Shares 2,961 Est. Cost $611.01 Unrealized
COWG PACER FDS TR 0.3%
Value ($000) $1,880 Shares 51,786 Est. Cost $35.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,841 Shares 3,662 Est. Cost $471.75 Unrealized +2.7%
AVGO BROADCOM INC 0.2%
Value ($000) $1,790 Shares 5,426 Est. Cost $258.52 Unrealized +18.3%
WMT WALMART INC 0.2%
Value ($000) $1,659 Shares 16,100 Est. Cost $85.91 Unrealized +15.5%
HOOD ROBINHOOD MKTS INC 0.2%
Value ($000) $1,654 Shares 11,551 Est. Cost $99.46 Unrealized +9.6%
GLDM WORLD GOLD TR 0.2%
Value ($000) $1,652 Shares 21,609 Est. Cost $76.45 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,582 Shares 12,059 Est. Cost $135.48 Unrealized 0.0%
USB US BANCORP DEL 0.2%
Value ($000) $1,576 Shares 32,604 Est. Cost $46.63 Unrealized -0.6%
SPTI SPDR SERIES TRUST 0.2%
Value ($000) $1,545 Shares 53,448 Est. Cost $28.85 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,542 Shares 31,900 Est. Cost $46.63 Unrealized -0.6%
HOOD ROBINHOOD MKTS INC 0.2%
Value ($000) $1,518 Shares 10,600 Est. Cost $99.46 Unrealized +9.6%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,482 Shares 5,692 Est. Cost $268.06 Unrealized -0.2%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $1,440 Shares 1,900 Est. Cost $735.10 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $1,357 Shares 2,767 Est. Cost $454.77 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $1,323 Shares 9,079 Est. Cost $117.51 Unrealized +9.6%
NFLX NETFLIX INC 0.2%
Value ($000) $1,310 Shares 1,093 Est. Cost $87.36 Unrealized +39.7%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,259 Shares 44,467 Est. Cost $26.76 Unrealized +0.8%
ORCL ORACLE CORP 0.2%
Value ($000) $1,257 Shares 4,471 Est. Cost $254.17 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,211 Shares 7,484 Est. Cost $161.38 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,190 Shares 5,846 Est. Cost $188.91 Unrealized +1.3%
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,188 Shares 3,213 Est. Cost $366.32 Unrealized +5.0%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $1,174 Shares 8,765 Est. Cost $105.52 Unrealized 0.0%
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $1,173 Shares 14,977 Est. Cost $68.27 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,172 Shares 6,320 Est. Cost $149.62 Unrealized +13.3%
PWR QUANTA SVCS INC 0.2%
Value ($000) $1,160 Shares 2,798 Est. Cost $320.76 Unrealized +21.1%
PEP PEPSICO INC 0.2%
Value ($000) $1,150 Shares 8,190 Est. Cost $131.03 Unrealized +7.2%
KO COCA COLA CO 0.2%
Value ($000) $1,149 Shares 17,318 Est. Cost $63.15 Unrealized +7.6%
KLAC KLA CORP 0.2%
Value ($000) $1,133 Shares 1,050 Est. Cost $930.36 Unrealized 0.0%
GRMN GARMIN LTD 0.2%
Value ($000) $1,121 Shares 4,553 Est. Cost $229.08 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $1,089 Shares 3,621 Est. Cost $272.69 Unrealized 0.0%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,081 Shares 4,373 Est. Cost $247.12 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $1,080 Shares 3,076 Est. Cost $344.03 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,080 Shares 3,252 Est. Cost $316.55 Unrealized 0.0%
GEV GE VERNOVA INC 0.1%
Value ($000) $1,059 Shares 1,722 Est. Cost $415.97 Unrealized +45.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,050 Shares 1,319 Est. Cost $571.74 Unrealized +28.5%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,050 Shares 9,640 Est. Cost $101.35 Unrealized 0.0%
PCAR PACCAR INC 0.1%
Value ($000) $1,032 Shares 10,500 Est. Cost $103.86 Unrealized -6.7%
INTU INTUIT 0.1%
Value ($000) $1,028 Shares 1,505 Est. Cost $617.66 Unrealized +16.5%
ETN EATON CORP PLC 0.1%
Value ($000) $1,019 Shares 2,722 Est. Cost $363.27 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $998 Shares 1,391 Est. Cost $758.81 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $992 Shares 14,738 Est. Cost $62.42 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value ($000) $985 Shares 2,850 Est. Cost $322.11 Unrealized 0.0%
QQQT TIDAL TRUST II 0.1%
Value ($000) $983 Shares 52,937 Est. Cost $19.12 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $969 Shares 4,533 Est. Cost $200.25 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $941 Shares 1,962 Est. Cost $424.05 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $924 Shares 2,815 Est. Cost $305.45 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $922 Shares 6,538 Est. Cost $140.95 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $917 Shares 10,842 Est. Cost $93.94 Unrealized -5.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $897 Shares 2,952 Est. Cost $302.49 Unrealized -0.4%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $889 Shares 5,439 Est. Cost $158.04 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value ($000) $871 Shares 4,446 Est. Cost $197.68 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $835 Shares 1,715 Est. Cost $533.84 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $829 Shares 5,398 Est. Cost $163.76 Unrealized -5.4%
ITOT ISHARES TR 0.1%
Value ($000) $829 Shares 5,692 Est. Cost $132.89 Unrealized
SOXY TIDAL TRUST II 0.1%
Value ($000) $822 Shares 14,567 Est. Cost $52.35 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $776 Shares 24,825 Est. Cost $32.75 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $746 Shares 2,114 Est. Cost $495.13 Unrealized -27.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $716 Shares 1,193 Est. Cost $540.93 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $680 Shares 6,123 Est. Cost $87.00 Unrealized +29.1%
NVDL GRANITESHARES ETF TR 0.1%
Value ($000) $651 Shares 6,949 Est. Cost $93.62 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $640 Shares 7,630 Est. Cost $71.15 Unrealized +13.1%
KR KROGER CO 0.1%
Value ($000) $600 Shares 8,896 Est. Cost $57.34 Unrealized +20.5%
CERY SPDR SERIES TRUST 0.1%
Value ($000) $591 Shares 20,639 Est. Cost $28.65 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $588 Shares 4,112 Est. Cost $170.91 Unrealized -17.6%
NOW SERVICENOW INC 0.1%
Value ($000) $571 Shares 620 Est. Cost $196.57 Unrealized -5.0%
CRM SALESFORCE INC 0.1%
Value ($000) $552 Shares 2,328 Est. Cost $251.43 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $541 Shares 4,037 Est. Cost $116.10 Unrealized +12.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $491 Shares 15,700 Est. Cost $32.75 Unrealized
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $460 Shares 6,702 Est. Cost $68.99 Unrealized
GIAX TIDAL TRUST II 0.1%
Value ($000) $453 Shares 25,951 Est. Cost $16.65 Unrealized
BOXX EA SERIES TRUST 0.1%
Value ($000) $451 Shares 3,959 Est. Cost $113.86 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $449 Shares 5,000 Est. Cost $89.77 Unrealized
SDTY TIDAL TRUST II 0.1%
Value ($000) $431 Shares 9,419 Est. Cost $45.32 Unrealized
ITRI ITRON INC 0.1%
Value ($000) $404 Shares 3,245 Est. Cost $113.13 Unrealized +12.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $392 Shares 2,523 Est. Cost $145.56 Unrealized +4.6%
BMNR BITMINE IMMERSION TECNOLOGIE 0.1%
Value ($000) $386 Shares 7,424 Est. Cost $50.65 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $381 Shares 7,505 Est. Cost $50.56 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $371 Shares 3,788 Est. Cost $71.88 Unrealized +30.1%
USFR WISDOMTREE TR 0.0%
Value ($000) $360 Shares 7,171 Est. Cost $50.39 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $359 Shares 1,704 Est. Cost $200.49 Unrealized +3.3%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $313 Shares 1,284 Est. Cost $221.68 Unrealized
BIGY TIDAL TRUST II 0.0%
Value ($000) $306 Shares 5,843 Est. Cost $52.46 Unrealized
BRNY EA SERIES TRUST 0.0%
Value ($000) $301 Shares 6,219 Est. Cost $48.41 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $297 Shares 1,228 Est. Cost $227.56 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $296 Shares 21,227 Est. Cost $24.18 Unrealized
GDXY TIDAL TRUST II 0.0%
Value ($000) $290 Shares 16,422 Est. Cost $15.43 Unrealized
UITB VICTORY PORTFOLIOS II 0.0%
Value ($000) $286 Shares 6,012 Est. Cost $47.07 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $283 Shares 5,943 Est. Cost $47.06 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $280 Shares 4,301 Est. Cost $61.07 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $274 Shares 2,625 Est. Cost $95.32 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $268 Shares 1,029 Est. Cost $257.33 Unrealized 0.0%
JPO TIDAL TRUST II 0.0%
Value ($000) $265 Shares 15,307 Est. Cost $18.75 Unrealized
NVDY TIDAL TRUST II 0.0%
Value ($000) $261 Shares 15,506 Est. Cost $16.80 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $254 Shares 446 Est. Cost $515.47 Unrealized +11.3%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $246 Shares 4,407 Est. Cost $51.41 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $229 Shares 3,198 Est. Cost $65.65 Unrealized
YQQQ TIDAL TRUST II 0.0%
Value ($000) $227 Shares 17,796 Est. Cost $15.55 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $224 Shares 2,448 Est. Cost $90.22 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $220 Shares 359 Est. Cost $520.51 Unrealized
GPTY TIDAL TRUST II 0.0%
Value ($000) $217 Shares 4,639 Est. Cost $46.76 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $215 Shares 1,520 Est. Cost $141.49 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $193 Shares 20,506 Est. Cost $12.20 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $189 Shares 10,100 Est. Cost $6.48 Unrealized +89.0%
GOOY TIDAL TRUST II 0.0%
Value ($000) $182 Shares 12,887 Est. Cost $14.15 Unrealized
APLY TIDAL TRUST II 0.0%
Value ($000) $166 Shares 12,209 Est. Cost $13.62 Unrealized
AMZY TIDAL TRUST II 0.0%
Value ($000) $150 Shares 10,574 Est. Cost $14.23 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $109 Shares 19,999 Est. Cost $5.47 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $96 Shares 16,220 Est. Cost $6.96 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $95 Shares 30,612 Est. Cost $4.18 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $91 Shares 33,513 Est. Cost $3.12 Unrealized