MATTERN CAPITAL MANAGEMENT, LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$785.4M

Holdings

163

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (163 positions)

#StockSharesValue% PortfolioType
101
DLTRDOLLAR TREE INC
12,087$907K0.12%
102
IWFISHARES TR
2,485$897K0.11%
103
METAMETA PLATFORMS INC
1,535$884K0.11%
104
VEAVANGUARD TAX-MANAGED FDS
17,350$881K0.11%
105
DGDOLLAR GEN CORP NEW
10,022$881K0.11%
106
SPYSPDR S&P 500 ETF TR
1,560$872K0.11%
107
BAXBAXTER INTL INC
25,056$857K0.11%
108
JPMJPMORGAN CHASE & CO.
3,393$832K0.11%
109
ISTBISHARES TR
16,881$816K0.10%
110
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,904$814K0.10%
111
QCOMQUALCOMM INC
5,276$810K0.10%
112
CSGPCOSTAR GROUP INC
9,890$783K0.10%
113
ULTAULTA BEAUTY INC
2,027$742K0.09%
114
UPSUNITED PARCEL SERVICE INC
6,696$736K0.09%
115
DFATDIMENSIONAL ETF TRUST
14,295$736K0.09%
116
RSGREPUBLIC SVCS INC
2,982$722K0.09%
117
INTUINTUIT
1,159$711K0.09%
118
WMWASTE MGMT INC DEL
3,022$699K0.09%
119
AZOAUTOZONE INC
178$678K0.09%
120
MRSHMARSH & MCLENNAN COS INC
2,766$674K0.09%
121
PWZINVESCO EXCH TRADED FD TR II
28,141$671K0.09%
122
CMFISHARES TR
11,151$627K0.08%
123
WSOWATSCO INC
1,218$619K0.08%
124
NVONOVO-NORDISK A S
8,343$579K0.07%
125
AXPAMERICAN EXPRESS CO
2,107$566K0.07%
126
IBDSISHARES TR
22,412$541K0.07%
127
IBDRISHARES TR
22,349$541K0.07%
128
MCOMOODYS CORP
1,143$532K0.07%
129
AWNADVANCE AUTO PARTS INC
13,335$522K0.07%
130
IEMGISHARES INC
9,435$509K0.06%
131
ORLYOREILLY AUTOMOTIVE INC
355$508K0.06%
132
VBVANGUARD INDEX FDS
2,283$506K0.06%
133
ASMLASML HOLDING N V
762$504K0.06%
134
IGSBISHARES TR
9,527$498K0.06%
135
AVUVAMERICAN CENTY ETF TR
5,473$477K0.06%
136
THGHANOVER INS GROUP INC
2,657$462K0.06%
137
IBDQISHARES TR
17,080$429K0.05%
138
INMUBLACKROCK ETF TRUST II
17,043$403K0.05%
139
NVDANVIDIA CORPORATION
3,694$400K0.05%
140
RTXRTX CORPORATION
2,924$387K0.05%
141
PLTRPALANTIR TECHNOLOGIES INC
4,550$384K0.05%
142
OKEONEOK INC NEW
3,767$373K0.05%
143
ETENERGY TRANSFER L P
19,003$353K0.04%
144
VLUEISHARES TR
3,250$346K0.04%
145
VNQVANGUARD INDEX FDS
3,815$345K0.04%
146
SHVISHARES TR
2,972$328K0.04%
147
DFIVDIMENSIONAL ETF TRUST
8,059$317K0.04%
148
FEXFIRST TR LRGE CP CORE ALPHA
3,032$310K0.04%
149
IBTGISHARES TR
12,606$289K0.04%
150
VIGVANGUARD SPECIALIZED FUNDS
1,480$287K0.04%
151
DGROISHARES TR
4,582$283K0.04%
152
SUBISHARES TR
2,673$282K0.04%
153
EPDENTERPRISE PRODS PARTNERS L
8,002$273K0.03%
154
PAAPLAINS ALL AMERN PIPELINE L
13,602$272K0.03%
155
IBTHISHARES TR
12,030$269K0.03%
156
AQLTISHARES TR
11,444$267K0.03%
157
ITOTISHARES TR
2,168$264K0.03%
158
NVSNNOVARTIS AG
2,211$246K0.03%
159
MRKMERCK & CO INC
2,648$237K0.03%
160
IVWISHARES TR
2,520$233K0.03%
161
MPLXMPLX LP
4,300$230K0.03%
162
WESWESTERN MIDSTREAM PARTNERS L
5,475$224K0.03%
163
KMIKINDER MORGAN INC DEL
7,180$204K0.03%
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