NKCFO LLC Quant / Systematic

CIK: 0001757282 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 17, 2024

Total Value ($000): $209 (100.0% shares, 0.0% debt)

Holdings (79)

AEM AGNICO EAGLE MINES LTD 13.2%
Value ($000) $28 Shares 342,133 Est. Cost $45.65 Unrealized +66.2%
AMZN AMAZON COM INC 11.6%
Value ($000) $24 Shares 130,910 Est. Cost $123.79 Unrealized +47.4%
MSFT MICROSOFT CORP 9.2%
Value ($000) $19 Shares 44,825 Est. Cost $129.16 Unrealized +227.6%
AAPL APPLE INC 6.3%
Value ($000) $13 Shares 56,550 Est. Cost $121.51 Unrealized +82.7%
KMI KINDER MORGAN INC DEL 5.0%
Value ($000) $10 Shares 474,800 Est. Cost $10.44 Unrealized +90.2%
HPQ HP INC 4.3%
Value ($000) $9 Shares 253,400 Est. Cost $33.25 Unrealized 0.0%
GOOGL ALPHABET INC 4.0%
Value ($000) $8 Shares 50,600 Est. Cost $107.91 Unrealized +54.5%
IAU ISHARES GOLD TR 3.6%
Value ($000) $8 Shares 153,550 Est. Cost $6.07 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 3.6%
Value ($000) $8 Shares 39,050 Est. Cost $164.69 Unrealized +11.2%
PSX PHILLIPS 66 2.5%
Value ($000) $5 Shares 40,500 Est. Cost $78.01 Unrealized +64.6%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $5 Shares 43,325 Est. Cost $110.09 Unrealized -0.1%
CUZ COUSINS PPTYS INC 2.4%
Value ($000) $5 Shares 171,000 Est. Cost $22.59 Unrealized
YCS PROSHARES TR II 1.9%
Value ($000) $4 Shares 51,250 Est. Cost $0.08 Unrealized
NNN NNN REIT INC 1.8%
Value ($000) $4 Shares 79,450 Est. Cost $0.04 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 1.8%
Value ($000) $4 Shares 8,243 Est. Cost $235.05 Unrealized +104.4%
PHG KONINKLIJKE PHILIPS N V 1.7%
Value ($000) $4 Shares 110,176 Est. Cost $0.02 Unrealized
EEM ISHARES TR 1.7%
Value ($000) $4 Shares 76,500 Est. Cost $0.05 Unrealized
CB CHUBB LIMITED 1.4%
Value ($000) $3 Shares 9,975 Est. Cost $253.34 Unrealized +6.9%
AMG AFFILIATED MANAGERS GROUP IN 1.3%
Value ($000) $3 Shares 15,900 Est. Cost $169.81 Unrealized 0.0%
SBUX STARBUCKS CORP 1.3%
Value ($000) $3 Shares 27,950 Est. Cost $82.83 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 1.2%
Value ($000) $3 Shares 22,875 Est. Cost $81.08 Unrealized +22.0%
PYPL PAYPAL HLDGS INC 1.2%
Value ($000) $2 Shares 31,325 Est. Cost $66.73 Unrealized 0.0%
EOG EOG RES INC 1.1%
Value ($000) $2 Shares 19,050 Est. Cost $122.13 Unrealized -1.4%
DFJ WISDOMTREE TR 0.9%
Value ($000) $2 Shares 24,550 Est. Cost $0.07 Unrealized
IBIT ISHARES BITCOIN TR 0.9%
Value ($000) $2 Shares 54,000 Est. Cost $0.04 Unrealized
FXI ISHARES TR 0.9%
Value ($000) $2 Shares 56,100 Est. Cost $0.03 Unrealized
LLY LILLY ELI & CO 0.8%
Value ($000) $2 Shares 1,800 Est. Cost $793.69 Unrealized +12.2%
ARKB ARK 21SHARES BITCOIN ETF 0.8%
Value ($000) $2 Shares 25,000 Est. Cost $0.07 Unrealized
NTRA NATERA INC 0.7%
Value ($000) $2 Shares 12,000 Est. Cost $114.81 Unrealized 0.0%
COHR COHERENT CORP 0.7%
Value ($000) $2 Shares 17,000 Est. Cost $64.85 Unrealized +15.2%
VRT VERTIV HOLDINGS CO 0.7%
Value ($000) $1 Shares 15,000 Est. Cost $75.78 Unrealized +9.2%
PRIM PRIMORIS SVCS CORP 0.6%
Value ($000) $1 Shares 23,095 Est. Cost $48.53 Unrealized +9.9%
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $1 Shares 4,600 Est. Cost $268.97 Unrealized -1.3%
ILMN ILLUMINA INC 0.5%
Value ($000) $1 Shares 7,500 Est. Cost $123.37 Unrealized 0.0%
WULF TERAWULF INC 0.4%
Value ($000) $1 Shares 200,000 Est. Cost $4.54 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $1 Shares 8,715 Est. Cost $0.10 Unrealized
BIDU BAIDU INC 0.4%
Value ($000) $1 Shares 8,500 Est. Cost $0.11 Unrealized
ESTA ESTABLISHMENT LABS HLDGS INC 0.4%
Value ($000) $1 Shares 20,000 Est. Cost $45.29 Unrealized -4.0%
TCOM TRIP COM GROUP LTD 0.4%
Value ($000) $1 Shares 14,500 Est. Cost $0.06 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.4%
Value ($000) $1 Shares 15,000 Est. Cost $0.06 Unrealized
CASY CASEYS GEN STORES INC 0.4%
Value ($000) $1 Shares 2,000 Est. Cost $270.43 Unrealized +37.3%
CPAY CORPAY INC 0.3%
Value ($000) $1 Shares 1,700 Est. Cost $293.70 Unrealized 0.0%
CIEN CIENA CORP 0.3%
Value ($000) $1 Shares 8,500 Est. Cost $52.69 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1 Shares 1,000 Est. Cost $478.32 Unrealized +14.7%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.2%
Value ($000) $0 Shares 16,000 Est. Cost $22.11 Unrealized +34.8%
GLW CORNING INC 0.2%
Value ($000) $0 Shares 10,000 Est. Cost $40.86 Unrealized 0.0%
UI UBIQUITI INC 0.2%
Value ($000) $0 Shares 2,000 Est. Cost $182.55 Unrealized 0.0%
GDX VANECK ETF TRUST 0.2%
Value ($000) $0 Shares 10,750 Est. Cost $0.04 Unrealized
PPTA PERPETUA RESOURCES CORP 0.2%
Value ($000) $0 Shares 45,000 Est. Cost $7.42 Unrealized 0.0%
FRPT FRESHPET INC 0.2%
Value ($000) $0 Shares 3,000 Est. Cost $130.96 Unrealized 0.0%
ADUS ADDUS HOMECARE CORP 0.2%
Value ($000) $0 Shares 3,000 Est. Cost $126.23 Unrealized 0.0%
BARRICK GOLD CORP 0.2%
Value ($000) $0 Shares 20,000 Est. Cost $0.02 Unrealized
NKE NIKE INC 0.2%
Value ($000) $0 Shares 4,257 Est. Cost $68.15 Unrealized +11.5%
IESC IES HLDGS INC 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $162.13 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $49.32 Unrealized -10.3%
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $98.25 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value ($000) $0 Shares 1,700 Est. Cost $84.10 Unrealized 0.0%
PAYO PAYONEER GLOBAL INC 0.1%
Value ($000) $0 Shares 25,000 Est. Cost $6.49 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $0 Shares 210 Est. Cost $475.28 Unrealized +81.3%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $0 Shares 1,850 Est. Cost $70.69 Unrealized +19.5%
AIRS AIRSCULPT TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 35,000 Est. Cost $4.35 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $0 Shares 1,749 Est. Cost $104.89 Unrealized -13.7%
ETHE GRAYSCALE ETHEREUM TR ETH 0.1%
Value ($000) $0 Shares 7,000 Est. Cost $0.02 Unrealized
HIMS HIMS & HERS HEALTH INC 0.1%
Value ($000) $0 Shares 7,000 Est. Cost $16.64 Unrealized +7.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $0 Shares 700 Est. Cost $0.17 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $0 Shares 375 Est. Cost $287.98 Unrealized 0.0%
DCI DONALDSON INC 0.1%
Value ($000) $0 Shares 1,545 Est. Cost $71.28 Unrealized -1.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 400 Est. Cost $0.27 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $0.02 Unrealized
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $0.02 Unrealized
MLI MUELLER INDS INC 0.0%
Value ($000) $0 Shares 1,265 Est. Cost $48.29 Unrealized +36.6%
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 780 Est. Cost $92.80 Unrealized +21.7%
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 3,339 Est. Cost $28.16 Unrealized -21.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $0 Shares 945 Est. Cost $70.90 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $0 Shares 3,685 Est. Cost $0.02 Unrealized
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $0 Shares 590 Est. Cost $73.36 Unrealized +41.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.13 Unrealized
GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.00 Unrealized
JD JD.COM INC 0.0%
Value ($000) $0 Shares 585 Est. Cost $0.04 Unrealized