COMMONS CAPITAL, LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$131.9B

Holdings

110

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (110 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
126,221$19.9B15.12%
2
AMZNAMAZON COM INC
29,193$6.4B4.86%
3
AAPLAPPLE INC
31,144$6.4B4.84%
4
MSFTMICROSOFT CORP
12,137$6.0B4.58%
5
AVGOBROADCOM INC
20,328$5.6B4.25%
6
GOOGLALPHABET INC
29,020$5.1B3.88%
7
PANWPALO ALTO NETWORKS INC
21,395$4.4B3.32%
8
METAMETA PLATFORMS INC
5,107$3.8B2.86%
9
COSTCOSTCO WHSL CORP NEW
2,886$2.9B2.17%
10
CRWDCROWDSTRIKE HLDGS INC
5,411$2.8B2.09%
11
VOOVANGUARD INDEX FDS
4,702$2.7B2.02%
12
VYMVANGUARD WHITEHALL FDS
19,019$2.5B1.92%
13
TSPAT ROWE PRICE ETF INC
65,075$2.5B1.92%
14
IVLUISHARES TR
74,786$2.5B1.86%
15
GSLGLOBAL SHIP LEASE INC NEW
86,000$2.3B1.72%
16
JPMJPMORGAN CHASE & CO.
7,412$2.1B1.63%
17
HONHONEYWELL INTL INC
8,869$2.1B1.57%
18
ETNEATON CORP PLC
5,561$2.0B1.50%
19
GQ9SPDR GOLD TR
6,451$2.0B1.49%
20
NOWSERVICENOW INC
1,785$1.8B1.39%
21
PJXPETROLEO BRASILEIRO SA PETRO
120,000$1.4B1.05%
22
TDTORONTO DOMINION BK ONT
18,117$1.3B1.01%
23
PHMPULTE GROUP INC
12,140$1.3B0.97%
24
AMTAMERICAN TOWER CORP NEW
5,623$1.2B0.94%
25
SCHPSCHWAB STRATEGIC TR
46,234$1.2B0.94%
26
FXIISHARES TR
33,268$1.2B0.93%
27
ICEINTERCONTINENTAL EXCHANGE IN
6,120$1.1B0.85%
28
ZTSZOETIS INC
6,958$1.1B0.82%
29
TMOTHERMO FISHER SCIENTIFIC INC
2,655$1.1B0.82%
30
BMTABRITISH AMERN TOB PLC
22,504$1.1B0.81%
31
DFHDREAM FINDERS HOMES INC
42,076$1.1B0.80%
32
RMRRMR GROUP INC
62,564$1.0B0.78%
33
GDGENERAL DYNAMICS CORP
3,182$928.2M0.70%
34
IVVISHARES TR
1,478$917.8M0.70%
35
VTIPVANGUARD MALVERN FDS
17,930$901.4M0.68%
36
ORLYOREILLY AUTOMOTIVE INC
9,784$881.8M0.67%
37
JPIEJ P MORGAN EXCHANGE TRADED F
18,838$872.6M0.66%
38
SCHOSCHWAB STRATEGIC TR
35,683$869.9M0.66%
39
TJXTJX COS INC NEW
6,746$833.1M0.63%
40
AQLTISHARES TR
10,000$806.5M0.61%Put
41
NEWTNEWTEKONE INC
70,658$797.0M0.60%
42
FBNDFIDELITY MERRIMACK STR TR
17,303$791.6M0.60%
43
SHELSHELL PLC
11,000$774.5M0.59%
44
NVRNVR INC
102$753.3M0.57%
45
GOOGALPHABET INC
4,007$710.9M0.54%
46
XOMEXXON MOBIL CORP
6,095$657.1M0.50%
47
LNGCHENIERE ENERGY INC
2,562$623.9M0.47%
48
RXRXRECURSION PHARMACEUTICALS IN
117,522$594.7M0.45%
49
PDDPDD HOLDINGS INC
5,600$586.1M0.44%
50
WMTWALMART INC
5,751$562.3M0.43%
51
NFLXNETFLIX INC
408$546.4M0.41%
52
MEDMEDIFAST INC
38,000$533.9M0.40%
53
PEPPEPSICO INC
4,014$530.0M0.40%
54
LLYELI LILLY & CO
618$481.6M0.37%
55
4I1PHILIP MORRIS INTL INC
2,644$481.5M0.37%
56
BWMXBETTERWARE DE MEXC S A P I D
54,468$471.1M0.36%
57
UBERUBER TECHNOLOGIES INC
4,901$457.3M0.35%
58
TRMDTORM PLC
27,000$449.8M0.34%
59
ITOTISHARES TR
3,227$435.8M0.33%
60
BMYBRISTOL-MYERS SQUIBB CO
8,626$399.3M0.30%
61
IWFISHARES TR
919$390.2M0.30%
62
JAJLINNOVATOR ETFS TRUST
13,637$384.2M0.29%
63
CPSYCALAMOS ETF TR
15,842$382.6M0.29%
64
CPROCALAMOS ETF TR
15,127$377.5M0.29%
65
CPRACALAMOS ETF TR
14,679$373.3M0.28%
66
SPYSPDR S&P 500 ETF TR
576$355.6M0.27%
67
EMBISHARES TR
3,784$350.4M0.27%
68
IJUNINNOVATOR ETFS TRUST
12,142$336.8M0.26%
69
PJANINNOVATOR ETFS TRUST
7,582$334.0M0.25%
70
IAPRINNOVATOR ETFS TRUST
11,334$331.4M0.25%
71
HDHOME DEPOT INC
902$330.7M0.25%
72
KOCTINNOVATOR ETFS TRUST
10,772$328.5M0.25%
73
ONEQFIDELITY COMWLTH TR
4,084$327.1M0.25%
74
ZIMZIM INTEGRATED SHIPPING SERV
20,000$321.8M0.24%
75
PESIPERMA-FIX ENVIRONMENTAL SVCS
30,350$319.3M0.24%
76
EOSEATON VANCE ENHANCED EQUITY
13,178$319.0M0.24%
77
EOIEATON VANCE ENHANCED EQUITY
14,976$313.3M0.24%
78
SOUNSOUNDHOUND AI INC
27,985$300.3M0.23%
79
EXGEATON VANCE TAX ADVT DIV INC
12,423$299.4M0.23%
80
WELLWELLTOWER INC
1,942$298.6M0.23%
81
IBKRINTERACTIVE BROKERS GROUP IN
5,343$296.1M0.22%
82
ARCCARES CAPITAL CORP
13,000$285.5M0.22%
83
PSAPUBLIC STORAGE OPER CO
968$284.1M0.22%
84
ETVEATON VANCE TAX-MANAGED BUY-
20,406$283.0M0.21%
85
JNJJOHNSON & JOHNSON
1,826$278.9M0.21%
86
TPCSTECHPRECISION CORP
69,413$259.6M0.20%
87
ESEAEUROSEAS LTD
5,712$255.4M0.19%
88
SDCIUSCF ETF TR
11,745$254.3M0.19%
89
FMSFRESENIUS MEDICAL CARE AG
8,895$254.1M0.19%
90
COPCONOCOPHILLIPS
2,797$251.0M0.19%
91
FQIDIGITAL RLTY TR INC
1,399$243.9M0.18%
92
IWDISHARES TR
1,209$234.8M0.18%
93
VALEVALE S A
24,000$233.0M0.18%
94
MRKMERCK & CO INC
2,892$228.9M0.17%
95
VVISA INC
626$222.2M0.17%
96
TIGRUP FINTECH HLDG LTD
23,000$221.9M0.17%
97
BRK/BBERKSHIRE HATHAWAY INC DEL
455$221.0M0.17%
98
EDVVANGUARD WORLD FD
3,166$213.1M0.16%
99
VBVANGUARD INDEX FDS
897$212.6M0.16%
100
AMDADVANCED MICRO DEVICES INC
1,483$210.4M0.16%
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