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.
Silverleafe Capital Partners, LLC (CIK 1535611) reported $366.8M across 99 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($39.7M, 10.82%), IVV ($34.1M, 9.29%), FDX ($21.6M, 5.89%), BRK/A ($21.0M, 5.72%), AAPL ($18.0M, 4.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TRUST SERIES I | $39.7M | 10.82% | 53,907 | Added |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $34.1M | 9.29% | 45,489 | Added |
| 3 | FDX | FEDEX CORP COM | $21.6M | 5.89% | 68,948 | Trimmed |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $21.0M | 5.72% | 28 | Hold |
| 5 | AAPL | APPLE INC COM | $18.0M | 4.90% | 62,119 | Trimmed |
| 6 | JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $15.8M | 4.31% | 164,073 | Trimmed |
| 7 | SOXX | ISHARES SEMICONDUCTOR ETF | $14.9M | 4.06% | 23,239 | Trimmed |
| 8 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $13.4M | 3.65% | 226,787 | New |
| 9 | IEFA | ISHARES CORE MSCI EAFE ETF | $12.9M | 3.52% | 133,667 | Added |
| 10 | VO | VANGUARD MID-CAP ETF | $11.2M | 3.04% | 138,413 | Added |
| 11 | VB | VANGUARD SMALL-CAP ETF | $11.2M | 3.04% | 36,839 | Trimmed |
| 12 | NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $9.8M | 2.67% | 143,451 | Added |
| 13 | AZO | AUTOZONE INC COM | $9.5M | 2.59% | 2,968 | Added |
| 14 | IAU | ISHARES GOLD TRUST | $8.8M | 2.40% | 116,638 | Trimmed |
| 15 | AIPO | DEFIANCE AI & POWER INFRASTRUCTURE ETF | $8.6M | 2.33% | 256,011 | Added |
| 16 | WEST | WESTROCK COFFEE CO COM | $7.9M | 2.14% | 968,217 | Trimmed |
| 17 | MU | MICRON TECHNOLOGY INC COM | $6.1M | 1.67% | 5,307 | Trimmed |
| 18 | UFO | PROCURE SPACE ETF | $5.9M | 1.62% | 117,172 | Added |
| 19 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $5.4M | 1.47% | 52,562 | Added |
| 20 | XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $4.4M | 1.20% | 15,543 | New |
| 21 | MRVL | MARVELL TECHNOLOGY INC COM | $4.3M | 1.19% | 14,593 | Added |
| 22 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $4.3M | 1.16% | 64,832 | Added |
| 23 | WMT | WALMART INC COM | $3.8M | 1.04% | 33,677 | Added |
| 24 | GOOG | ALPHABET INC CAP STK CL C | $3.8M | 1.03% | 10,672 | Added |
| 25 | HBAN | HUNTINGTON BANCSHARES INC COM | $3.7M | 1.01% | 209,776 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30