FOURPATH CAPITAL MANAGEMENT, LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$635.4B

Holdings

234

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (234 positions)

#StockSharesValue% PortfolioType
101
PFEPFIZER INC
36,855$893.4M0.14%
102
BMTABRITISH AMERN TOB PLC
18,513$876.2M0.14%
103
PAYCPAYCOM SOFTWARE INC
3,734$864.0M0.14%
104
GOOGLALPHABET INC
4,691$826.7M0.13%
105
CGUSCAPITAL GROUP CORE EQUITY ET
21,256$785.0M0.12%
106
AEPAMERICAN ELEC PWR CO INC
7,452$773.3M0.12%
107
JPMJPMORGAN CHASE & CO.
2,655$769.8M0.12%
108
CGGRCAPITAL GROUP GROWTH ETF
18,634$757.5M0.12%
109
GILDGILEAD SCIENCES INC
6,778$751.5M0.12%
110
NFLXNETFLIX INC
555$743.2M0.12%
111
OKEONEOK INC NEW
8,965$731.8M0.12%
112
GSKGSK PLC
18,806$722.1M0.11%
113
IVVISHARES TR
1,137$705.8M0.11%
114
7HPHP INC
28,666$701.2M0.11%
115
XLFSELECT SECTOR SPDR TR
13,032$682.5M0.11%
116
PPLPPL CORP
20,032$678.9M0.11%
117
CTVACORTEVA INC
9,069$675.9M0.11%
118
TFCTRUIST FINL CORP
15,715$675.6M0.11%
119
HBANHUNTINGTON BANCSHARES INC
39,989$670.2M0.11%
120
COSTCOSTCO WHSL CORP NEW
677$670.2M0.11%
121
TRPTC ENERGY CORP
13,719$669.4M0.11%
122
PLDPROLOGIS INC.
6,367$669.3M0.11%
123
BMOBANK MONTREAL QUE
5,882$650.7M0.10%
124
TSLATESLA INC
2,041$648.3M0.10%
125
FEFIRSTENERGY CORP
15,925$641.1M0.10%
126
DDDUPONT DE NEMOURS INC
9,059$621.4M0.10%
127
VRTXVERTEX PHARMACEUTICALS INC
1,379$613.9M0.10%
128
CRWDCROWDSTRIKE HLDGS INC
1,190$606.1M0.10%
129
HPEHEWLETT PACKARD ENTERPRISE C
28,666$586.2M0.09%
130
BSCUINVESCO EXCH TRD SLF IDX FD
34,453$578.1M0.09%
131
IBMINTERNATIONAL BUSINESS MACHS
1,944$573.1M0.09%
132
XLYSELECT SECTOR SPDR TR
2,514$546.4M0.09%
133
TELTE CONNECTIVITY PLC
3,229$544.6M0.09%
134
AIRAAR CORP
7,850$540.0M0.08%
135
DVNDEVON ENERGY CORP NEW
16,671$530.3M0.08%
136
GWWGRAINGER W W INC
509$529.5M0.08%
137
EPDENTERPRISE PRODS PARTNERS L
17,000$527.2M0.08%
138
COPCONOCOPHILLIPS
5,804$520.8M0.08%
139
SPGSIMON PPTY GROUP INC NEW
3,225$518.5M0.08%
140
IWRISHARES TR
5,465$502.6M0.08%
141
BDXBECTON DICKINSON & CO
2,913$501.7M0.08%
142
ADSKAUTODESK INC
1,584$490.4M0.08%
143
UPSUNITED PARCEL SERVICE INC
4,847$489.3M0.08%
144
XLVSELECT SECTOR SPDR TR
3,629$489.2M0.08%
145
VEAVANGUARD TAX-MANAGED FDS
8,527$486.1M0.08%
146
LHXL3HARRIS TECHNOLOGIES INC
1,931$484.3M0.08%
147
SPTMSPDR SER TR
6,407$479.8M0.08%
148
EOGEOG RES INC
3,950$472.5M0.07%
149
XLCSELECT SECTOR SPDR TR
4,269$463.3M0.07%
150
DEODIAGEO PLC
4,587$462.6M0.07%
151
KVUEKENVUE INC
21,794$456.1M0.07%
152
WECWEC ENERGY GROUP INC
4,361$454.4M0.07%
153
XLISELECT SECTOR SPDR TR
3,079$454.2M0.07%
154
IWMISHARES TR
2,031$438.3M0.07%
155
ACNACCENTURE PLC IRELAND
1,455$434.9M0.07%
156
XLESELECT SECTOR SPDR TR
5,054$428.6M0.07%
157
HONHONEYWELL INTL INC
1,818$423.3M0.07%
158
SPYMSPDR SER TR
5,697$414.1M0.07%
159
WBAWALGREENS BOOTS ALLIANCE INC
35,971$412.9M0.06%
160
TJXTJX COS INC NEW
3,289$406.2M0.06%
161
AREALEXANDRIA REAL ESTATE EQ IN
5,559$403.8M0.06%
162
CARRCARRIER GLOBAL CORPORATION
5,457$399.4M0.06%
163
GBILGOLDMAN SACHS ETF TR
3,909$391.5M0.06%
164
JCIJOHNSON CTLS INTL PLC
3,584$378.5M0.06%
165
PSXPHILLIPS 66
3,126$373.0M0.06%
166
SPGIS&P GLOBAL INC
705$371.7M0.06%
167
TDYTELEDYNE TECHNOLOGIES INC
714$365.8M0.06%
168
DWDMORGAN STANLEY
2,582$363.7M0.06%
169
NMFCNEW MTN FIN CORP
34,299$361.9M0.06%
170
YUMYUM BRANDS INC
2,440$361.6M0.06%
171
ABNBAIRBNB INC
2,710$358.6M0.06%
172
NVONOVO-NORDISK A S
5,096$351.7M0.06%
173
ETNEATON CORP PLC
980$349.9M0.06%
174
JAAAJANUS DETROIT STR TR
6,881$349.2M0.05%
175
PCTPURECYCLE TECHNOLOGIES INC
25,131$344.3M0.05%
176
HUBSHUBSPOT INC
618$344.0M0.05%
177
LDURPIMCO ETF TR
3,555$340.7M0.05%
178
CMCANADIAN IMPERIAL BK COMM
4,807$340.4M0.05%
179
PANWPALO ALTO NETWORKS INC
1,615$330.5M0.05%
180
SBUXSTARBUCKS CORP
3,524$322.9M0.05%
181
ADPAUTOMATIC DATA PROCESSING IN
1,047$322.9M0.05%
182
AMCRAMCOR PLC
34,404$316.2M0.05%
183
VIGVANGUARD SPECIALIZED FUNDS
1,524$311.8M0.05%
184
BSCRINVESCO EXCH TRD SLF IDX FD
15,758$309.6M0.05%
185
MMM3M CO
2,021$307.7M0.05%
186
LYBLYONDELLBASELL INDUSTRIES N
5,255$304.1M0.05%
187
GEVGE VERNOVA INC
571$302.0M0.05%
188
VFLOVICTORY PORTFOLIOS II
8,490$300.1M0.05%
189
PYLDPIMCO ETF TR
11,192$297.0M0.05%
190
FCXFREEPORT-MCMORAN INC
6,827$295.9M0.05%
191
CRMSALESFORCE INC
1,066$290.7M0.05%
192
HEIHEICO CORP NEW
862$282.7M0.04%
193
OTISOTIS WORLDWIDE CORP
2,853$282.5M0.04%
194
BMYBRISTOL-MYERS SQUIBB CO
5,958$275.8M0.04%
195
TRVCCITIGROUP INC
3,225$274.5M0.04%
196
UNHUNITEDHEALTH GROUP INC
874$272.7M0.04%
197
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,190$269.5M0.04%
198
PINSPINTEREST INC
7,437$266.7M0.04%
199
LOWLOWES COS INC
1,185$262.9M0.04%
200
PLTRPALANTIR TECHNOLOGIES INC
1,902$259.3M0.04%
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