Boreal Capital Management LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$124.2M

Holdings

525

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (525 positions)

StockValue
GSGISHARES S&P GSCI COMMODITY-
$15K
METMETLIFE INC
$15K
VLTOVERALTO CORP
$15K
EDVVANGUARD WORLD FD
$15K
LYFTLYFT INC
$15K
FCFSFIRSTCASH HOLDINGS INC
$15K
AWCAMERICAN WTR WKS CO INC NEW
$15K
TRITHOMSON REUTERS CORP
$15K
VEEVVEEVA SYS INC
$14K
BABAALIBABA GROUP HLDG LTD
$14K
FIZZNATIONAL BEVERAGE CORP
$14K
JKHYHENRY JACK & ASSOC INC
$14K
WDCWESTERN DIGITAL CORP
$13K
BDXBECTON DICKINSON & CO
$13K
MIDDMIDDLEBY CORP
$13K
SPYVSPDR SERIES TRUST
$13K
SRLNSSGA ACTIVE ETF TR
$13K
RLIRLI CORP
$13K
BTCGRAYSCALE BITCOIN MINI TR ET
$13K
DEODIAGEO PLC
$13K
KHCKRAFT HEINZ CO
$13K
MRNAMODERNA INC
$12K
KGCKINROSS GOLD CORP
$12K
MKTXMARKETAXESS HLDGS INC
$12K
TWTRADEWEB MKTS INC
$12K
LSTRLANDSTAR SYS INC
$12K
KRKROGER CO
$12K
BMNRBITMINE IMMERSION TECNOLOGIE
$12K
SFSTIFEL FINL CORP
$11K
TECK/BTECK RESOURCES LTD
$11K
MTARCELORMITTAL SA LUXEMBOURG
$11K
AIOVIRTUS ARTIFICIAL INTELLIGEN
$11K
EQIXEQUINIX INC
$11K
3M4MASIMO CORP
$11K
DGXQUEST DIAGNOSTICS INC
$11K
SHVISHARES TR
$11K
NXPINXP SEMICONDUCTORS N V
$11K
EBAEBAY INC.
$11K
WBDWARNER BROS DISCOVERY INC
$11K
ATKRATKORE INC
$11K
WDAYWORKDAY INC
$10K
MLMMARTIN MARIETTA MATLS INC
$10K
NTESNETEASE INC
$10K
FLUTFLUTTER ENTMT PLC
$10K
TMUST-MOBILE US INC
$10K
RMERESMED INC
$10K
PYPLPAYPAL HLDGS INC
$10K
RIORIO TINTO PLC
$10K
GILDGILEAD SCIENCES INC
$10K
WCBRWISDOMTREE TR
$10K
ZZILLOW GROUP INC
$9K
EWEDWARDS LIFESCIENCES CORP
$9K
TTCTORO CO
$9K
UFPIUFP INDUSTRIES INC
$9K
FTVFORTIVE CORP
$9K
PCARPACCAR INC
$9K
DALDELTA AIR LINES INC DEL
$9K
IQVIQVIA HLDGS INC
$9K
MPCMARATHON PETE CORP
$9K
ITGARTNER INC
$9K
CGNXCOGNEX CORP
$9K
CNRCANADIAN NATL RY CO
$9K
CFGCITIZENS FINL GROUP INC
$9K
LULULULULEMON ATHLETICA INC
$9K
BAMBROOKFIELD ASSET MANAGMT LTD
$9K
MKLMARKEL GROUP INC
$9K
ICFIICF INTL INC
$9K
JCIJOHNSON CTLS INTL PLC
$9K
DKNGDRAFTKINGS INC NEW
$9K
NTRNUTRIEN LTD
$8K
SHELSHELL PLC
$8K
TFCTRUIST FINL CORP
$8K
GLGLOBE LIFE INC
$8K
CMICUMMINS INC
$8K
FANGDIAMONDBACK ENERGY INC
$8K
AG8AGILENT TECHNOLOGIES INC
$8K
DC4DEXCOM INC
$8K
AFWALIGN TECHNOLOGY INC
$8K
NVSNNOVARTIS AG
$8K
RIVNRIVIAN AUTOMOTIVE INC
$8K
FFIVF5 INC
$8K
LAZLAZARD INC
$8K
SBUXSTARBUCKS CORP
$8K
CNYAISHARES TR
$7K
ROSTROSS STORES INC
$7K
BBARRICK MNG CORP
$7K
TTENTOTALENERGIES SE
$7K
CBCHUBB LIMITED
$7K
CAHCARDINAL HEALTH INC
$7K
WABCWESTAMERICA BANCORPORATION
$7K
DYHTARGET CORP
$7K
CSXCSX CORP
$7K
AMTAMERICAN TOWER CORP NEW
$7K
KEYKEYCORP
$7K
INGRINGREDION INC
$7K
NDSNNORDSON CORP
$7K
ZTSZOETIS INC
$7K
WLYWILEY JOHN & SONS INC
$7K
TSTENARIS S A
$7K
UNPUNION PAC CORP
$7K
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