Thoma Capital Management LLC Diversified Active

Location: Towson, MD

CIK: 0002060298 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 20, 2026

Total Value: $169M (100.0% shares, 0.0% debt)

Holdings (55)

SPY STATE STR SPDR S&P 500 ETF T 25.2%
Value $42.61M Shares 65,520 Est. Cost $603.50 Unrealized
IGIB ISHARES TR 20.1%
Value $33.99M Shares 638,651 Est. Cost $51.96 Unrealized
IVE ISHARES TR 15.1%
Value $25.54M Shares 120,937 Est. Cost $197.32 Unrealized
XLK SELECT SECTOR SPDR TR 5.2%
Value $8.833M Shares 66,461 Est. Cost $198.64 Unrealized
IWO ISHARES TR 4.5%
Value $7.569M Shares 24,118 Est. Cost $287.82 Unrealized
IGLB ISHARES TR 3.4%
Value $5.676M Shares 114,368 Est. Cost $50.15 Unrealized
HACK AMPLIFY ETF TR 3.1%
Value $5.169M Shares 68,835 Est. Cost $74.52 Unrealized
AAPL APPLE INC 1.6%
Value $2.693M Shares 10,610 Est. Cost $234.51 Unrealized +12.1%
AMZN AMAZON COM INC 1.1%
Value $1.809M Shares 8,687 Est. Cost $205.06 Unrealized +10.6%
MSFT MICROSOFT CORP 1.0%
Value $1.774M Shares 4,791 Est. Cost $424.17 Unrealized +2.5%
NVDA NVIDIA CORPORATION 1.0%
Value $1.647M Shares 9,446 Est. Cost $137.02 Unrealized +36.2%
GOOGL ALPHABET INC 0.8%
Value $1.342M Shares 4,666 Est. Cost $174.14 Unrealized +85.6%
NET CLOUDFLARE INC 0.7%
Value $1.267M Shares 6,142 Est. Cost $100.21 Unrealized +82.0%
AEP AMERICAN ELEC PWR CO INC 0.7%
Value $1.149M Shares 8,762 Est. Cost $95.10 Unrealized +26.8%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value $1.091M Shares 4,502 Est. Cost $220.92 Unrealized +28.5%
CVX CHEVRON CORPORATION 0.6%
Value $1.056M Shares 5,101 Est. Cost $146.20 Unrealized +17.6%
LNG CHENIERE ENERGY INC 0.6%
Value $1.056M Shares 3,719 Est. Cost $206.16 Unrealized +1.8%
CTRA COTERRA ENERGY INC 0.6%
Value $1.05M Shares 29,867 Est. Cost $24.02 Unrealized +17.9%
META META PLATFORMS INC 0.6%
Value $1.04M Shares 1,817 Est. Cost $587.37 Unrealized +11.6%
DVN DEVON ENERGY CORP NEW 0.6%
Value $1.021M Shares 20,296 Est. Cost $36.29 Unrealized +10.9%
FANG DIAMONDBACK ENERGY INC 0.6%
Value $1.001M Shares 5,062 Est. Cost $167.25 Unrealized -4.4%
TSLA TESLA INC 0.6%
Value $993K Shares 2,672 Est. Cost $322.26 Unrealized +32.2%
WMT WALMART INC 0.6%
Value $991K Shares 7,977 Est. Cost $86.47 Unrealized +41.1%
LLY ELI LILLY & CO 0.6%
Value $985K Shares 1,070 Est. Cost $835.29 Unrealized +25.4%
KO COCA COLA CO 0.6%
Value $970K Shares 12,754 Est. Cost $64.41 Unrealized +16.1%
TROW PRICE T ROWE GROUP INC 0.6%
Value $960K Shares 10,650 Est. Cost $104.89 Unrealized -3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $945K Shares 1,971 Est. Cost $468.77 Unrealized +5.3%
HON HONEYWELL INTL INC 0.5%
Value $902K Shares 3,991 Est. Cost $204.22 Unrealized +10.6%
MRVL MARVELL TECHNOLOGY INC 0.5%
Value $863K Shares 8,711 Est. Cost $89.69 Unrealized -9.6%
ETN EATON CORP PLC 0.5%
Value $861K Shares 2,407 Est. Cost $345.57 Unrealized +2.3%
DIS DISNEY WALT CO 0.5%
Value $853K Shares 8,845 Est. Cost $103.61 Unrealized +5.6%
GOOG ALPHABET INC 0.5%
Value $816K Shares 2,845 Est. Cost $175.67 Unrealized +84.2%
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value $787K Shares 5,378 Est. Cost $75.90 Unrealized +103.1%
BA BOEING CO 0.5%
Value $769K Shares 3,864 Est. Cost $168.79 Unrealized +41.3%
AMGN AMGEN INC 0.5%
Value $762K Shares 2,166 Est. Cost $287.43 Unrealized +21.7%
DLR DIGITAL RLTY TR INC 0.4%
Value $755K Shares 4,189 Est. Cost $163.73 Unrealized -5.3%
ORCL ORACLE CORP 0.4%
Value $723K Shares 4,915 Est. Cost $176.46 Unrealized -3.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.4%
Value $698K Shares 9,809 Est. Cost $84.46 Unrealized -2.6%
BX BLACKSTONE INC 0.4%
Value $676K Shares 5,879 Est. Cost $163.73 Unrealized -14.0%
JPM JPMORGAN CHASE & CO 0.3%
Value $542K Shares 1,841 Est. Cost $228.03 Unrealized +36.6%
DKNG DRAFTKINGS INC NEW 0.3%
Value $535K Shares 24,726 Est. Cost $39.47 Unrealized -26.7%
AVGO BROADCOM INC 0.3%
Value $464K Shares 1,500 Est. Cost $182.87 Unrealized +82.7%
RTX RTX CORPORATION 0.3%
Value $447K Shares 2,317 Est. Cost $165.83 Unrealized +18.6%
CAVA CAVA GROUP INC 0.3%
Value $437K Shares 5,396 Est. Cost $94.26 Unrealized -28.4%
ABBV ABBVIE INC 0.2%
Value $370K Shares 1,699 Est. Cost $182.81 Unrealized +21.8%
HD HOME DEPOT INC 0.2%
Value $354K Shares 1,077 Est. Cost $362.61 Unrealized +4.0%
SGOV ISHARES TR 0.2%
Value $325K Shares 3,226 Est. Cost $100.38 Unrealized
V VISA INC 0.2%
Value $288K Shares 954 Est. Cost $304.85 Unrealized +8.0%
IYW ISHARES TR 0.2%
Value $276K Shares 1,522 Est. Cost $159.11 Unrealized
CSX CSX CORP 0.2%
Value $275K Shares 6,703 Est. Cost $34.55 Unrealized +11.5%
GLW CORNING INC 0.2%
Value $268K Shares 1,974 Est. Cost $111.68 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value $243K Shares 2,997 Est. Cost $85.29 Unrealized -4.4%
QQQ INVESCO QQQ TR 0.1%
Value $242K Shares 418 Est. Cost $511.30 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $208K Shares 2,242 Est. Cost $87.17 Unrealized 0.0%
BNY MELLON STRATEGIC MUNS IN 0.1%
Value $145K Shares 22,973 Est. Cost $6.04 Unrealized