Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Boreal Capital Management LLC (CIK 2080094) reported $122.9M across 497 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($7.5M, 6.11%), AMZN ($5.3M, 4.34%), AAPL ($4.9M, 3.97%), MSFT ($3.9M, 3.16%), IEF ($3.7M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. COM | $7.5M | 6.11% | 43,051 | Added |
| 2 | AMZN | Amazon.com, Inc. COM | $5.3M | 4.34% | 25,647 | Added |
| 3 | AAPL | Apple Inc. COM | $4.9M | 3.97% | 19,255 | Added |
| 4 | MSFT | Microsoft Corp. COM | $3.9M | 3.16% | 10,489 | Added |
| 5 | IEF | iShares Trust 7-10 YEAR TREASURY BOND ETF | $3.7M | 3.01% | 38,835 | Hold |
| 6 | VOO | Vanguard Index Funds S&P 500 ETF SHS | $3.2M | 2.58% | 5,303 | Trimmed |
| 7 | GOOGL | Alphabet Inc. CAP STK CL A | $3.1M | 2.56% | 10,938 | Trimmed |
| 8 | QUAL | iShares Trust MSCI USA QUALITY FACTOR ETF | $2.8M | 2.31% | 14,810 | Trimmed |
| 9 | AVGO | Broadcom Inc COM | $2.7M | 2.23% | 8,852 | Added |
| 10 | QQQ | Invesco QQQ Trust, Series 1 UNIT SER 1 | $2.7M | 2.18% | 4,639 | Trimmed |
| 11 | ASML | ASML Holding N.V. N Y REGISTRY SHS | $2.6M | 2.13% | 1,987 | Trimmed |
| 12 | SPY | State Street Spdr S&p 500 Etf Trust TR UNIT | $2.3M | 1.91% | 1 | New |
| 13 | META | Meta Platforms Inc CL A | $2.3M | 1.85% | 3,979 | Added |
| 14 | V | Visa Inc COM CL A | $2.0M | 1.59% | 6,452 | Trimmed |
| 15 | RIOT | Riot Platforms Inc COM | $1.9M | 1.56% | 154,700 | New |
| 16 | TSM | Taiwan Semiconductor Manufacturing Co., Ltd. SPONSORED ADS | $1.9M | 1.54% | 5,580 | Added |
| 17 | BRK/B | Berkshire Hathaway Inc. CL B NEW | $1.6M | 1.32% | 3,397 | Added |
| 18 | XLK | Select Sector Spdr Trust STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.6M | 1.26% | 11,665 | Added |
| 19 | IBIT | iShares Bitcoin Trust ETF SHS BEN INT | $1.5M | 1.20% | 38,500 | Added |
| 20 | PGR | The Progressive Corporation COM | $1.4M | 1.14% | 7,094 | Added |
| 21 | JEPI | J P Morgan Exchange Traded Fund Trust EQUITY PREMIUM INCOME ETF | $1.4M | 1.12% | 24,214 | Trimmed |
| 22 | JEPQ | J P Morgan Exchange Traded Fund Trust NASDAQ EQUITY PREMIUM INCOME ETF | $1.3M | 1.09% | 24,032 | Trimmed |
| 23 | USHY | iShares Trust BROAD USD HIGH | $1.3M | 1.09% | 1 | New |
| 24 | LQD | iShares Trust IBOXX INV CP ETF | $1.3M | 1.03% | 11,650 | Trimmed |
| 25 | MSCI | MSCI Inc. COM | $1.2M | 0.98% | 2,225 | Added |
Source: SEC Form 13F filings · as of 2026-03-31