Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Fire Capital Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Fire Capital Management LLC (CIK 2059571) reported $213.5M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($30.3M, 14.21%), IWB ($10.8M, 5.04%), RSP ($8.6M, 4.03%), AAPL ($6.7M, 3.12%), VXUS ($6.5M, 3.04%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$30.3M14.21%173,962Added
2IWBISHARES TR$10.8M5.04%30,198Trimmed
3RSPINVESCO EXCHANGE TRADED FD T$8.6M4.03%44,876Added
4AAPLAPPLE INC$6.7M3.12%26,232Added
5VXUSVANGUARD STAR FDS$6.5M3.04%84,051Added
6GLDSPDR GOLD TR$6.3M2.95%14,652Added
7MSFTMICROSOFT CORP$5.9M2.78%16,052Added
8VOOVANGUARD INDEX FDS$5.9M2.75%9,833Trimmed
9JPMJPMORGAN CHASE & CO$5.8M2.74%19,882Trimmed
10TSLATESLA INC$5.1M2.38%13,677Added
11AMZNAMAZON COM INC$4.5M2.13%21,842Added
12IWMISHARES TR$4.4M2.08%17,927Added
13BENFRANKLIN RESOURCES INC$4.1M1.91%172,333Hold
14LLYELI LILLY & CO$4.0M1.88%4,365Added
15IGSBISHARES TR$3.8M1.77%71,738Added
16VTWOVANGUARD SCOTTSDALE FDS$3.4M1.61%34,302Added
17DEDEERE & CO$3.4M1.61%6,087Trimmed
18SPYSTATE STR SPDR S&P 500 ETF T$3.2M1.49%4,908Trimmed
19CATCATERPILLAR INC$3.0M1.41%4,252Trimmed
20IEFAISHARES TR$3.0M1.40%32,967Trimmed
21XOMEXXON MOBIL CORP$2.8M1.29%16,220Trimmed
22VWOVANGUARD INTL EQUITY INDEX F$2.6M1.23%48,654Trimmed
23SPTLSPDR SERIES TRUST$2.6M1.22%99,375Added
24AXPAMERICAN EXPRESS CO$2.6M1.21%8,532Trimmed
25WMTWALMART INC$2.5M1.15%19,823Added

Source: SEC Form 13F filings · as of 2026-03-31