NKCFO LLC Quant / Systematic

CIK: 0001757282 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 7, 2025

Total Value ($000): $215 (100.0% shares, 0.0% debt)

Holdings (84)

AEM AGNICO EAGLE MINES LTD 16.1%
Value ($000) $35 Shares 318,633 Est. Cost $45.65 Unrealized +107.2%
VTIP VANGUARD MALVERN FDS 8.4%
Value ($000) $18 Shares 361,700 Est. Cost $0.05 Unrealized
AMZN AMAZON COM INC 8.0%
Value ($000) $17 Shares 90,945 Est. Cost $123.79 Unrealized +75.3%
IAU ISHARES GOLD TR 6.3%
Value ($000) $14 Shares 229,200 Est. Cost $4.08 Unrealized
AAPL APPLE INC 4.9%
Value ($000) $11 Shares 47,300 Est. Cost $121.51 Unrealized +89.9%
AGI ALAMOS GOLD INC NEW 4.8%
Value ($000) $10 Shares 384,300 Est. Cost $22.52 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 4.5%
Value ($000) $10 Shares 84,265 Est. Cost $102.97 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LT 4.1%
Value ($000) $9 Shares 39,050 Est. Cost $164.69 Unrealized +28.7%
CSCO CISCO SYS INC 3.5%
Value ($000) $7 Shares 121,000 Est. Cost $60.10 Unrealized 0.0%
GILD GILEAD SCIENCES INC 2.3%
Value ($000) $5 Shares 44,145 Est. Cost $91.44 Unrealized +9.9%
META FACEBOOK INC 2.1%
Value ($000) $5 Shares 7,990 Est. Cost $643.25 Unrealized 0.0%
GOOGL ALPHABET INC 2.1%
Value ($000) $5 Shares 29,100 Est. Cost $107.91 Unrealized +67.5%
EXPE EXPEDIA GROUP INC 2.1%
Value ($000) $4 Shares 26,708 Est. Cost $176.91 Unrealized +2.2%
CUZ COUSINS PPTYS INC 2.1%
Value ($000) $4 Shares 151,500 Est. Cost $22.59 Unrealized
NFG NATIONAL FUEL GAS CO 2.0%
Value ($000) $4 Shares 55,100 Est. Cost $71.92 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 1.9%
Value ($000) $4 Shares 143,400 Est. Cost $10.44 Unrealized +155.8%
SLV ISHARES SILVER TR 1.8%
Value ($000) $4 Shares 125,400 Est. Cost $0.03 Unrealized
SBUX STARBUCKS CORP 1.8%
Value ($000) $4 Shares 38,500 Est. Cost $86.09 Unrealized +17.3%
RRC RANGE RES CORP 1.7%
Value ($000) $4 Shares 92,300 Est. Cost $38.47 Unrealized 0.0%
YCS PROSHARES TR II 1.6%
Value ($000) $3 Shares 77,450 Est. Cost $0.06 Unrealized
DGX QUEST DIAGNOSTICS INC 1.3%
Value ($000) $3 Shares 16,720 Est. Cost $161.93 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 1.3%
Value ($000) $3 Shares 82,900 Est. Cost $31.07 Unrealized -0.1%
BKR BAKER HUGHES COMPANY 1.2%
Value ($000) $3 Shares 60,000 Est. Cost $42.31 Unrealized +3.5%
STT STATE STR CORP 1.2%
Value ($000) $3 Shares 28,000 Est. Cost $91.24 Unrealized +1.7%
BABA ALIBABA GROUP HLDG LTD 1.1%
Value ($000) $2 Shares 18,300 Est. Cost $0.13 Unrealized
TFC TRUIST FINL CORP 1.1%
Value ($000) $2 Shares 58,600 Est. Cost $42.32 Unrealized +0.9%
MELI MERCADOLIBRE INC 1.1%
Value ($000) $2 Shares 1,205 Est. Cost $1981.82 Unrealized +0.2%
TLT ISHARES TR 0.9%
Value ($000) $2 Shares 21,000 Est. Cost $0.09 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.7%
Value ($000) $1 Shares 20,000 Est. Cost $0.07 Unrealized
TDOC TELADOC HEALTH INC 0.6%
Value ($000) $1 Shares 169,000 Est. Cost $10.12 Unrealized 0.0%
NTRA NATERA INC 0.5%
Value ($000) $1 Shares 8,000 Est. Cost $114.81 Unrealized +40.0%
IBIT ISHARES BITCOIN TR 0.4%
Value ($000) $1 Shares 20,000 Est. Cost $0.04 Unrealized
EQT EQT CORP 0.4%
Value ($000) $1 Shares 16,000 Est. Cost $40.68 Unrealized +24.2%
NTES NETEASE INC 0.3%
Value ($000) $1 Shares 7,000 Est. Cost $0.10 Unrealized
HOOD ROBINHOOD MKTS INC 0.3%
Value ($000) $1 Shares 17,000 Est. Cost $47.54 Unrealized 0.0%
RELY REMITLY GLOBAL INC 0.3%
Value ($000) $1 Shares 32,000 Est. Cost $18.41 Unrealized +24.6%
CPNG COUPANG INC 0.3%
Value ($000) $1 Shares 28,000 Est. Cost $23.24 Unrealized 0.0%
TWLO TWILIO INC 0.3%
Value ($000) $1 Shares 6,000 Est. Cost $118.50 Unrealized 0.0%
ATAT ATOUR LIFESTYLE HLDGS LTD 0.3%
Value ($000) $1 Shares 20,000 Est. Cost $0.03 Unrealized
CBL CBL & ASSOC PPTYS INC 0.2%
Value ($000) $1 Shares 20,000 Est. Cost $0.03 Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.2%
Value ($000) $0 Shares 16,000 Est. Cost $23.91 Unrealized +22.8%
SGI TEMPUR SEALY INTL INC 0.2%
Value ($000) $0 Shares 8,000 Est. Cost $60.52 Unrealized 0.0%
STIM NEURONETICS INC 0.2%
Value ($000) $0 Shares 125,000 Est. Cost $3.65 Unrealized 0.0%
TKNO ALPHA TEKNOVA INC 0.2%
Value ($000) $0 Shares 87,000 Est. Cost $7.10 Unrealized +4.2%
LQDT LIQUIDITY SVCS INC 0.2%
Value ($000) $0 Shares 13,500 Est. Cost $25.35 Unrealized +31.1%
TKO TKO GROUP HOLDINGS INC 0.2%
Value ($000) $0 Shares 2,500 Est. Cost $150.96 Unrealized 0.0%
RDDT REDDIT INC 0.2%
Value ($000) $0 Shares 3,500 Est. Cost $123.45 Unrealized +33.9%
COHR COHERENT CORP 0.2%
Value ($000) $0 Shares 5,500 Est. Cost $64.85 Unrealized +27.8%
SBS COMPANHIA DE SANEAMENTO BASI 0.2%
Value ($000) $0 Shares 19,000 Est. Cost $0.02 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $0 Shares 6,000 Est. Cost $52.57 Unrealized +24.9%
FOA FINANCE OF AMERICA COMPAN 0.1%
Value ($000) $0 Shares 13,000 Est. Cost $17.81 Unrealized +37.3%
NKE NIKE INC 0.1%
Value ($000) $0 Shares 4,257 Est. Cost $68.15 Unrealized +5.7%
TCOM TRIP COM GROUP LTD 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $0.06 Unrealized
NTGR NETGEAR INC 0.1%
Value ($000) $0 Shares 10,000 Est. Cost $23.51 Unrealized +11.8%
VEEV VEEVA SYS INC 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $228.51 Unrealized 0.0%
PPTA PERPETUA RESOURCES CORP 0.1%
Value ($000) $0 Shares 20,000 Est. Cost $7.42 Unrealized +44.6%
NGVC NATURAL GROCERS BY VITAMIN C 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $34.08 Unrealized +21.2%
PLNT PLANET FITNESS INC 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $91.27 Unrealized +10.3%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $49.32 Unrealized -23.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $0 Shares 1,749 Est. Cost $104.89 Unrealized +1.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 490 Est. Cost $292.89 Unrealized 0.0%
GTLS CHART INDS INC 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $160.66 Unrealized +14.6%
MMM 3M CO 0.1%
Value ($000) $0 Shares 960 Est. Cost $144.58 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $0 Shares 700 Est. Cost $0.17 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 78 Est. Cost $86.99 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 400 Est. Cost $0.27 Unrealized
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.1%
Value ($000) $0 Shares 7,000 Est. Cost $14.09 Unrealized 0.0%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $0.02 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 1,190 Est. Cost $87.41 Unrealized 0.0%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $43.14 Unrealized 0.0%
AROC ARCHROCK INC 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $26.04 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $30.35 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $475.28 Unrealized +104.2%
LLY LILLY ELI & CO 0.0%
Value ($000) $0 Shares 115 Est. Cost $826.69 Unrealized 0.0%
ADMA ADMA BIOLOGICS INC 0.0%
Value ($000) $0 Shares 4,453 Est. Cost $18.81 Unrealized -8.1%
ALNT ALLIED MOTION TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $21.97 Unrealized +12.5%
ARGX ARGENX SE 0.0%
Value ($000) $0 Shares 146 Est. Cost $0.61 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $0.02 Unrealized
CMTL COMTECH TELECOMMUNICATIONS C 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $3.57 Unrealized -35.8%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 1,305 Est. Cost $56.95 Unrealized -1.2%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $0 Shares 140 Est. Cost $543.94 Unrealized +7.6%
MRCY MERCURY SYS INC 0.0%
Value ($000) $0 Shares 1,680 Est. Cost $43.80 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 140 Est. Cost $287.98 Unrealized +20.2%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $0 Shares 700 Est. Cost $0.03 Unrealized