NKCFO LLC Quant / Systematic

CIK: 0001757282 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 30, 2025

Total Value ($000): $227 (100.0% shares, 0.0% debt)

Holdings (105)

AMZN AMAZON COM INC 12.6%
Value ($000) $29 Shares 130,910 Est. Cost $123.79 Unrealized +65.3%
AEM AGNICO EAGLE MINES LTD 11.4%
Value ($000) $26 Shares 330,133 Est. Cost $45.65 Unrealized +77.7%
MSFT MICROSOFT CORP 8.3%
Value ($000) $19 Shares 44,825 Est. Cost $129.16 Unrealized +227.0%
AAPL APPLE INC 6.2%
Value ($000) $14 Shares 56,550 Est. Cost $121.51 Unrealized +93.0%
KMI KINDER MORGAN INC DEL 5.7%
Value ($000) $13 Shares 474,800 Est. Cost $10.44 Unrealized +138.3%
IAU ISHARES GOLD TR 5.0%
Value ($000) $11 Shares 229,200 Est. Cost $4.08 Unrealized
VTIP VANGUARD MALVERN FDS 4.0%
Value ($000) $9 Shares 186,500 Est. Cost $0.05 Unrealized
NVDA NVIDIA CORPORATION 3.9%
Value ($000) $9 Shares 65,600 Est. Cost $137.79 Unrealized 0.0%
GOOGL ALPHABET INC 3.7%
Value ($000) $8 Shares 44,600 Est. Cost $107.91 Unrealized +61.4%
CHKP CHECK POINT SOFTWARE TECH LT 3.2%
Value ($000) $7 Shares 39,050 Est. Cost $164.69 Unrealized +14.4%
YCS PROSHARES TR II 2.1%
Value ($000) $5 Shares 102,500 Est. Cost $0.06 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $5 Shares 43,325 Est. Cost $110.09 Unrealized +2.1%
CUZ COUSINS PPTYS INC 2.0%
Value ($000) $5 Shares 151,500 Est. Cost $22.59 Unrealized
PSX PHILLIPS 66 2.0%
Value ($000) $5 Shares 40,500 Est. Cost $78.01 Unrealized +56.4%
SBUX STARBUCKS CORP 1.5%
Value ($000) $3 Shares 37,350 Est. Cost $85.63 Unrealized +9.7%
LUV SOUTHWEST AIRLS CO 1.2%
Value ($000) $3 Shares 82,900 Est. Cost $31.07 Unrealized 0.0%
CB CHUBB LIMITED 1.2%
Value ($000) $3 Shares 9,975 Est. Cost $253.34 Unrealized +11.1%
STT STATE STR CORP 1.2%
Value ($000) $3 Shares 28,000 Est. Cost $91.24 Unrealized 0.0%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $3 Shares 29,655 Est. Cost $87.00 Unrealized 0.0%
TFC TRUIST FINL CORP 1.1%
Value ($000) $3 Shares 58,600 Est. Cost $42.32 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 1.0%
Value ($000) $2 Shares 27,825 Est. Cost $66.73 Unrealized +25.7%
EOG EOG RES INC 1.0%
Value ($000) $2 Shares 19,050 Est. Cost $122.13 Unrealized +1.0%
EXPE EXPEDIA GROUP INC 0.9%
Value ($000) $2 Shares 10,533 Est. Cost $170.93 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V 0.8%
Value ($000) $2 Shares 73,334 Est. Cost $0.02 Unrealized
NTRA NATERA INC 0.8%
Value ($000) $2 Shares 11,530 Est. Cost $114.81 Unrealized +26.9%
PRIM PRIMORIS SVCS CORP 0.7%
Value ($000) $2 Shares 22,135 Est. Cost $48.53 Unrealized +50.5%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.7%
Value ($000) $2 Shares 20,000 Est. Cost $0.07 Unrealized
IBIT ISHARES BITCOIN TR 0.7%
Value ($000) $2 Shares 30,000 Est. Cost $0.04 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.6%
Value ($000) $1 Shares 15,000 Est. Cost $0.07 Unrealized
KRE SPDR SER TR 0.6%
Value ($000) $1 Shares 21,000 Est. Cost $0.06 Unrealized
AMSC AMERICAN SUPERCONDUCTOR CORP 0.5%
Value ($000) $1 Shares 47,000 Est. Cost $27.58 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.5%
Value ($000) $1 Shares 17,000 Est. Cost $52.57 Unrealized 0.0%
PLNT PLANET FITNESS INC 0.5%
Value ($000) $1 Shares 11,000 Est. Cost $91.27 Unrealized 0.0%
LQDT LIQUIDITY SVCS INC 0.4%
Value ($000) $1 Shares 26,500 Est. Cost $25.35 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.4%
Value ($000) $1 Shares 20,450 Est. Cost $39.41 Unrealized 0.0%
FOA FINANCE OF AMERICA COMPAN 0.4%
Value ($000) $1 Shares 29,000 Est. Cost $17.81 Unrealized 0.0%
SPIR SPIRE GLOBAL INC 0.3%
Value ($000) $1 Shares 55,000 Est. Cost $12.21 Unrealized 0.0%
EQT EQT CORP 0.3%
Value ($000) $1 Shares 16,000 Est. Cost $40.68 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.3%
Value ($000) $1 Shares 7,500 Est. Cost $84.54 Unrealized 0.0%
RELY REMITLY GLOBAL INC 0.3%
Value ($000) $1 Shares 32,000 Est. Cost $18.41 Unrealized 0.0%
COHR COHERENT CORP 0.3%
Value ($000) $1 Shares 7,500 Est. Cost $64.85 Unrealized +54.3%
PLAYA HOTELS & RESORTS NV 0.3%
Value ($000) $1 Shares 55,000 Est. Cost $0.01 Unrealized
BMA BANCO MACRO SA 0.3%
Value ($000) $1 Shares 7,000 Est. Cost $0.10 Unrealized
GTLS CHART INDS INC 0.3%
Value ($000) $1 Shares 3,500 Est. Cost $160.66 Unrealized 0.0%
LTH LIFE TIME GROUP HOLDINGS INC 0.3%
Value ($000) $1 Shares 30,000 Est. Cost $23.91 Unrealized 0.0%
UI UBIQUITI INC 0.3%
Value ($000) $1 Shares 2,000 Est. Cost $182.55 Unrealized +64.9%
QTWO Q2 HLDGS INC 0.3%
Value ($000) $1 Shares 6,000 Est. Cost $94.99 Unrealized 0.0%
CBL CBL & ASSOC PPTYS INC 0.3%
Value ($000) $1 Shares 20,000 Est. Cost $0.03 Unrealized
RDDT REDDIT INC 0.3%
Value ($000) $1 Shares 3,500 Est. Cost $123.45 Unrealized 0.0%
ATAT ATOUR LIFESTYLE HLDGS LTD 0.2%
Value ($000) $1 Shares 20,000 Est. Cost $0.03 Unrealized
TKNO ALPHA TEKNOVA INC 0.2%
Value ($000) $1 Shares 60,000 Est. Cost $6.96 Unrealized 0.0%
NOTV INOTIV INC 0.2%
Value ($000) $0 Shares 115,000 Est. Cost $3.01 Unrealized 0.0%
GBCI GLACIER BANCORP INC NEW 0.2%
Value ($000) $0 Shares 9,000 Est. Cost $50.47 Unrealized 0.0%
JD JD.COM INC 0.2%
Value ($000) $0 Shares 12,000 Est. Cost $0.03 Unrealized
CMTL COMTECH TELECOMMUNICATIONS C 0.2%
Value ($000) $0 Shares 100,000 Est. Cost $3.57 Unrealized 0.0%
NGVC NATURAL GROCERS BY VITAMIN C 0.2%
Value ($000) $0 Shares 10,000 Est. Cost $34.08 Unrealized 0.0%
GDX VANECK ETF TRUST 0.2%
Value ($000) $0 Shares 10,750 Est. Cost $0.04 Unrealized
ALNT ALLIED MOTION TECHNOLOGIES I 0.2%
Value ($000) $0 Shares 15,000 Est. Cost $21.97 Unrealized 0.0%
TASK TASKUS INC 0.1%
Value ($000) $0 Shares 20,000 Est. Cost $14.34 Unrealized 0.0%
ADMA ADMA BIOLOGICS INC 0.1%
Value ($000) $0 Shares 18,950 Est. Cost $18.81 Unrealized 0.0%
TIGR UP FINTECH HLDG LTD 0.1%
Value ($000) $0 Shares 50,000 Est. Cost $0.01 Unrealized
NET CLOUDFLARE INC CL A 0.1%
Value ($000) $0 Shares 3,000 Est. Cost $97.70 Unrealized 0.0%
CLS CELESTICA INC 0.1%
Value ($000) $0 Shares 3,500 Est. Cost $78.23 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $0 Shares 4,257 Est. Cost $68.15 Unrealized +12.2%
ESOA ENERGY SVCS ACQUISITION CORP 0.1%
Value ($000) $0 Shares 25,000 Est. Cost $12.88 Unrealized 0.0%
CRNC CERENCE INC 0.1%
Value ($000) $0 Shares 40,000 Est. Cost $5.02 Unrealized 0.0%
GGAL GRUPO FINANCIERO GALICIA S.A 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $0.06 Unrealized
BRBR BELLRING BRANDS INC 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $71.05 Unrealized 0.0%
MTN VAIL RESORTS INC 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $178.92 Unrealized 0.0%
NTGR NETGEAR INC 0.1%
Value ($000) $0 Shares 10,000 Est. Cost $23.51 Unrealized 0.0%
OSPN ONESPAN INC 0.1%
Value ($000) $0 Shares 15,000 Est. Cost $16.47 Unrealized 0.0%
TCOM TRIP COM GROUP LTD 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $0.06 Unrealized
SBS COMPANHIA DE SANEAMENTO BASI 0.1%
Value ($000) $0 Shares 19,000 Est. Cost $0.02 Unrealized
AGX ARGAN INC 0.1%
Value ($000) $0 Shares 1,800 Est. Cost $135.95 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $58.33 Unrealized 0.0%
SMPL SIMPLY GOOD FOODS CO 0.1%
Value ($000) $0 Shares 6,000 Est. Cost $36.63 Unrealized 0.0%
WULF TERAWULF INC 0.1%
Value ($000) $0 Shares 40,000 Est. Cost $4.54 Unrealized +42.0%
MSTZ ETF OPPORTUNITIES TRUST 0.1%
Value ($000) $0 Shares 8,000 Est. Cost $0.03 Unrealized
GLW CORNING INC 0.1%
Value ($000) $0 Shares 4,500 Est. Cost $40.86 Unrealized +13.4%
PPTA PERPETUA RESOURCES CORP 0.1%
Value ($000) $0 Shares 20,000 Est. Cost $7.42 Unrealized +38.2%
TRMB TRIMBLE INC 0.1%
Value ($000) $0 Shares 3,000 Est. Cost $67.99 Unrealized 0.0%
ACIW ACI WORLDWIDE INC 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $53.19 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value ($000) $0 Shares 3,000 Est. Cost $22.11 Unrealized +124.7%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $0 Shares 1,850 Est. Cost $70.69 Unrealized +52.5%
ETHE GRAYSCALE ETHEREUM TR ETH 0.1%
Value ($000) $0 Shares 7,000 Est. Cost $0.02 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $0 Shares 1,749 Est. Cost $104.89 Unrealized -1.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $0 Shares 210 Est. Cost $475.28 Unrealized +94.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $49.32 Unrealized -10.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $0 Shares 100 Est. Cost $1947.25 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $0.10 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $0 Shares 280 Est. Cost $543.94 Unrealized 0.0%
CPRT COPART INC 0.1%
Value ($000) $0 Shares 2,500 Est. Cost $56.95 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $0 Shares 700 Est. Cost $0.17 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $0 Shares 375 Est. Cost $367.56 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $0 Shares 375 Est. Cost $287.98 Unrealized +19.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 400 Est. Cost $0.27 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $75.78 Unrealized +56.4%
DCI DONALDSON INC 0.0%
Value ($000) $0 Shares 1,545 Est. Cost $71.28 Unrealized +1.3%
INFY INFOSYS LTD 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $0.02 Unrealized
FTDR FRONTDOOR INC 0.0%
Value ($000) $0 Shares 1,760 Est. Cost $54.22 Unrealized 0.0%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $16.64 Unrealized +48.9%
UPWK UPWORK INC 0.0%
Value ($000) $0 Shares 5,040 Est. Cost $14.40 Unrealized 0.0%
ARGX ARGENX SE 0.0%
Value ($000) $0 Shares 110 Est. Cost $0.62 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.13 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $0 Shares 700 Est. Cost $0.03 Unrealized