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.
Ridgepath Capital Management LLC (CIK 1943071) reported $201.2M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($47.5M, 23.62%), SSO ($19.2M, 9.54%), SGOV ($18.3M, 9.10%), UPRO ($16.4M, 8.16%), VOE ($9.8M, 4.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $47.5M | 23.62% | 938,877 | Added |
| 2 | SSO | PROSHARES TR | $19.2M | 9.54% | 370,104 | Added |
| 3 | SGOV | ISHARES TR | $18.3M | 9.10% | 181,832 | Trimmed |
| 4 | UPRO | PROSHARES TR | $16.4M | 8.16% | 169,217 | Trimmed |
| 5 | VOE | VANGUARD INDEX FDS | $9.8M | 4.88% | 53,273 | New |
| 6 | IWM | ISHARES TR | $9.2M | 4.59% | 37,239 | Added |
| 7 | TQQQ | PROSHARES TR | $7.3M | 3.64% | 175,735 | Added |
| 8 | IEI | ISHARES TR | $7.1M | 3.51% | 59,589 | Trimmed |
| 9 | PM | PHILIP MORRIS INTL INC | $6.7M | 3.33% | 40,463 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.7M | 2.84% | 11,915 | Trimmed |
| 11 | PROSHARES TR | $5.6M | 2.78% | 140,619 | New | |
| 12 | DIREXION SHARES ETF TRUST | $5.1M | 2.55% | 128,827 | New | |
| 13 | MO | ALTRIA GROUP INC | $4.1M | 2.04% | 62,076 | Added |
| 14 | IVV | ISHARES TR | $3.7M | 1.83% | 5,644 | Added |
| 15 | PAYX | PAYCHEX INC | $3.5M | 1.72% | 37,460 | Trimmed |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $2.8M | 1.37% | 14,329 | New |
| 17 | WMT | WALMART INC | $2.7M | 1.36% | 22,007 | Added |
| 18 | DOCU | DOCUSIGN INC | $2.7M | 1.33% | 56,255 | New |
| 19 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.7M | 1.32% | 50,324 | New |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $2.5M | 1.26% | 50,460 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $1.8M | 0.89% | 3,101 | Added |
| 22 | AAPL | APPLE INC | $1.8M | 0.87% | 6,919 | Added |
| 23 | MSFT | MICROSOFT CORP | $1.3M | 0.66% | 3,594 | Added |
| 24 | MDLZ | MONDELEZ INTL INC | $1.1M | 0.54% | 18,831 | Added |
| 25 | XLC | SELECT SECTOR SPDR TR | $1.1M | 0.53% | 9,700 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31