OV Management LLC Diversified Active

Location: Minneapolis, MN

CIK: 0002010766 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $49.02M (100.0% shares, 0.0% debt)

Holdings (53)

PSBD Palmer Square Capital BDC Inc 74.3%
Value $36.44M Shares 3,730,065 Est. Cost $13.64 Unrealized -14.7%
NVDA Nvidia Corporation 1.8%
Value $890K Shares 5,101 Est. Cost $97.77 Unrealized +90.9%
AAPL Apple Inc 1.5%
Value $715K Shares 2,818 Est. Cost $190.06 Unrealized +38.3%
MSFT Microsoft Corp 1.3%
Value $657K Shares 1,776 Est. Cost $362.27 Unrealized +20.0%
GOOGL Alphabet Inc 1.2%
Value $591K Shares 2,056 Est. Cost $138.98 Unrealized +132.6%
AMZN Amazon Com Inc 0.9%
Value $422K Shares 2,027 Est. Cost $158.13 Unrealized +43.4%
FANG Diamondback Energy Inc 0.7%
Value $363K Shares 1,834 Est. Cost $150.73 Unrealized +6.0%
META Meta Platforms Inc 0.7%
Value $334K Shares 583 Est. Cost $344.67 Unrealized +90.2%
MRK Merck & Co Inc 0.7%
Value $331K Shares 2,751 Est. Cost $94.42 Unrealized +21.0%
TXN Texas Instrs Inc 0.6%
Value $319K Shares 1,641 Est. Cost $151.69 Unrealized +36.0%
HSY Hershey Co 0.6%
Value $318K Shares 1,529 Est. Cost $170.03 Unrealized +20.4%
TJX TJX Cos Inc New 0.6%
Value $317K Shares 1,987 Est. Cost $88.52 Unrealized +74.2%
JNJ Johnson & Johnson 0.6%
Value $309K Shares 1,263 Est. Cost $148.42 Unrealized +53.5%
V Visa Inc 0.6%
Value $309K Shares 1,021 Est. Cost $251.50 Unrealized +30.9%
COST Costco WHSL Corp 0.6%
Value $305K Shares 306 Est. Cost $739.56 Unrealized +30.3%
NOW Servicenow Inc 0.6%
Value $303K Shares 2,896 Est. Cost $165.21 Unrealized -26.6%
WEC WEC ENERGY GROUP INC 0.6%
Value $301K Shares 2,598 Est. Cost $88.32 Unrealized +24.4%
DE Deere & Co 0.6%
Value $296K Shares 526 Est. Cost $377.37 Unrealized +46.1%
MCD McDonalds Corp 0.6%
Value $285K Shares 918 Est. Cost $268.43 Unrealized +18.2%
DAL Delta Air Lines Inc 0.5%
Value $264K Shares 3,968 Est. Cost $42.01 Unrealized +66.3%
MS MORGAN STANLEY COM STK USD0.01 0.5%
Value $262K Shares 1,592 Est. Cost $120.96 Unrealized +48.5%
ALL Allstate Corp 0.5%
Value $258K Shares 1,245 Est. Cost $161.31 Unrealized +25.8%
AVGO Broadcom Inc 0.5%
Value $246K Shares 796 Est. Cost $166.98 Unrealized +100.1%
PG PROCTER & GAMBLE CO 0.5%
Value $244K Shares 1,690 Est. Cost $154.90 Unrealized -2.0%
ROL ROLLINS INC 0.5%
Value $242K Shares 4,540 Est. Cost $56.61 Unrealized +9.2%
MDT Medtronic Plc 0.5%
Value $238K Shares 2,751 Est. Cost $76.60 Unrealized +29.9%
NTAP NETAPP INC 0.5%
Value $234K Shares 2,290 Est. Cost $116.63 Unrealized -12.7%
ZTS Zoetis Inc 0.5%
Value $223K Shares 1,886 Est. Cost $164.91 Unrealized -23.6%
ABT Abbott Labs 0.4%
Value $220K Shares 2,140 Est. Cost $104.50 Unrealized +10.4%
HD Home Depot Inc 0.4%
Value $213K Shares 648 Est. Cost $325.64 Unrealized +15.8%
VRSK Verisk Analytics Inc 0.4%
Value $203K Shares 1,069 Est. Cost $248.43 Unrealized -18.0%
LPLA LPL FINL HLDGS INC 0.4%
Value $203K Shares 674 Est. Cost $348.21 Unrealized +2.5%
SPGI S P Global Inc 0.4%
Value $199K Shares 468 Est. Cost $408.33 Unrealized +18.8%
INTU INTUIT 0.4%
Value $198K Shares 459 Est. Cost $597.47 Unrealized -16.7%
IBM International Business Machs 0.4%
Value $187K Shares 770 Est. Cost $148.37 Unrealized +91.4%
AMD Advanced Micro Devices Inc 0.3%
Value $168K Shares 824 Est. Cost $117.77 Unrealized +88.3%
CRM Salesforce Inc 0.3%
Value $150K Shares 805 Est. Cost $229.89 Unrealized -6.1%
PSTG EVERPURE INC 0.3%
Value $150K Shares 2,545 Est. Cost $61.82 Unrealized +14.8%
NET Cloudflare Inc 0.2%
Value $92,028 Shares 446 Est. Cost $74.73 Unrealized +144.1%
NFLX Netflix Inc 0.2%
Value $91,150 Shares 948 Est. Cost $103.69 Unrealized -19.2%
PANW Palo Alto Networks Inc 0.2%
Value $88,016 Shares 549 Est. Cost $172.79 Unrealized -0.4%
TSM TAIWAN SEMICONDUCTOR MFG CO LTD 0.2%
Value $83,474 Shares 247 Est. Cost $279.29 Unrealized
CRWD Crowdstrike Hldgs Inc 0.2%
Value $81,596 Shares 209 Est. Cost $257.00 Unrealized +67.7%
CALX Calix Inc 0.2%
Value $81,470 Shares 1,663 Est. Cost $39.13 Unrealized +36.2%
CDNS CADENCE DESIGN SYS INC 0.2%
Value $80,860 Shares 291 Est. Cost $303.32 Unrealized 0.0%
AXON Axon Enterprises Inc 0.2%
Value $78,992 Shares 186 Est. Cost $304.36 Unrealized +73.1%
MA Mastercard Incorporated 0.2%
Value $75,449 Shares 151 Est. Cost $405.96 Unrealized +32.8%
MU MICRON TECHNOLOGY INC 0.1%
Value $71,960 Shares 213 Est. Cost $387.04 Unrealized 0.0%
NTNX NUTANIX INC 0.1%
Value $67,962 Shares 1,788 Est. Cost $69.88 Unrealized -37.5%
XYZ BLOCK INC 0.1%
Value $65,476 Shares 1,088 Est. Cost $74.64 Unrealized -19.2%
HOOD ROBINHOOD MKTS INC 0.1%
Value $57,450 Shares 829 Est. Cost $95.75 Unrealized 0.0%
DDOG Datadog Inc 0.1%
Value $50,289 Shares 426 Est. Cost $117.52 Unrealized +5.5%
SNOW Snowflake Inc 0.1%
Value $42,230 Shares 280 Est. Cost $168.52 Unrealized +15.4%