COMMONS CAPITAL, LLC

CIK: 0001912835Latest portfolio: $149.2M · Q4 2025

Holdings

111

Total Value

$149.2M

New Positions

18

Closed Positions

15

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
98,519$18.4M12.32%-24,593
2
GOOGLALPHABET INC
30,622$9.6M6.42%+1K
3
AAPLAPPLE INC
34,208$9.3M6.23%+3K
4
AVGOBROADCOM INC
19,937$6.9M4.63%-563
5
AMZNAMAZON COM INC
29,674$6.8M4.59%NEWPut
6
MSFTMICROSOFT CORP
11,926$5.8M3.87%-235
7
PANWPALO ALTO NETWORKS INC
20,829$3.8M2.57%-723
8
IVLUISHARES TR
96,104$3.7M2.45%+21K
9
VYMVANGUARD WHITEHALL FDS
25,380$3.6M2.44%+6K
10
METAMETA PLATFORMS INC
5,299$3.5M2.34%+23
11
VOOGVANGUARD ADMIRAL FDS INC
7,239$3.2M2.16%NEW
12
GSLGLOBAL SHIP LEASE INC NEW
86,000$3.0M2.02%
13
JPMJPMORGAN CHASE & CO.
7,964$2.6M1.72%+526
14
CRWDCROWDSTRIKE HLDGS INC
5,207$2.4M1.64%-340
15
GQ9SPDR GOLD TR
6,095$2.4M1.62%-439
16
COSTCOSTCO WHSL CORP NEW
2,798$2.4M1.62%-117
17
RIORIO TINTO PLC
30,000$2.4M1.61%
18
VALEVALE S A
141,750$1.8M1.24%
19
ETNEATON CORP PLC
5,726$1.8M1.22%+144
20
NOGNORTHERN OIL & GAS INC
80,000$1.7M1.15%+25K
21
TDTORONTO DOMINION BK ONT
18,026$1.7M1.14%-225
22
HONHONEYWELL INTL INC
8,617$1.7M1.13%-307
23
NVONOVO-NORDISK A S
31,500$1.6M1.07%+2K
24
GOOGALPHABET INC
5,013$1.6M1.05%+1K
25
SCHPSCHWAB STRATEGIC TR
59,210$1.6M1.05%+10K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
IJUN52K+40K
KOCT44K+34K
NOG80K+25K
IVLU96K+21K
SCHP59K+10K
NOW9K+7K
VYM25K+6K
ARCC19K+6K
RMR69K+5K
SDCI17K+5K

Decreased Positions

NameSharesChange
TSPA6K-59234
SOUN27K-1300
EOS12K-790
AMT5K-769
PANW21K-723
AVGO20K-563
XOM6K-447
GQ96K-439
AMD1K-363
BMY8K-345

Sector Breakdown

Financial Services0.0% ($3.656364232182566e+106T)
Technology0.0% ($1.8373929969005768e+40T)
Consumer Cyclical0.0% ($6.849142310669228e+26T)
Unknown0.0% ($2.4151506150213527e+26T)
Industrials0.0% ($3013182316811111.5T)
Energy0.0% ($1717672584528494.3T)
Healthcare0.0% ($160214956954333.8T)
Real Estate0.0% ($1032856.4T)
Communication Services0.0% ($958435.0T)
Basic Materials0.0% ($240.0T)
Consumer Defensive0.0% ($2.4T)
Utilities0.0% ($201K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 5, 2026$149.2M111
Q3 2025Nov 12, 2025$153.8B108
Q2 2025Jul 29, 2025$131.9B110
Q1 2025May 12, 2025$108.9B97

Fund Information

CIK0001912835
Most Recent FilingJan 5, 2026
Number of Filings4

COMMONS CAPITAL, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $149.2M across 111 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 12.3% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 16 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.