MBB PUBLIC MARKETS I LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$1910.2T

Holdings

109

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
910,226$200.5T10.50%
2
XLVSELECT SECTOR SPDR TR
960,668$127.5T6.68%
3
EWZISHARES INC
3,759,560$121.9T6.38%Call
4
VTVVANGUARD INDEX FDS
799,633$113.6T5.95%
5
TECK/BTECK RESOURCES LTD
2,604,245$109.6T5.74%Call
6
VEAVANGUARD TAX-MANAGED FDS
1,982,284$91.5T4.79%
7
BUNGE LIMITED
832,643$78.6T4.11%Call
8
UNHUNITEDHEALTH GROUP INC
153,473$73.8T3.86%Call
9
SPYSPDR S&P 500 ETF TR
123,300$54.7T2.86%Put
10
DFATDIMENSIONAL ETF TRUST
1,067,047$49.5T2.59%
11
HUMHUMANA INC
102,319$45.7T2.39%Call
12
FCXFREEPORT-MCMORAN INC
1,134,483$45.4T2.38%Call
13
CCOCAMECO CORP
1,377,831$43.2T2.26%
14
JPMJPMORGAN CHASE & CO
270,033$39.3T2.06%
15
BACBANK AMERICA CORP
1,305,524$37.5T1.96%Call
16
VWOVANGUARD INTL EQUITY INDEX F
852,426$34.7T1.82%
17
DFIVDIMENSIONAL ETF TRUST
1,053,518$34.6T1.81%
18
NXPINXP SEMICONDUCTORS N V
158,377$32.4T1.70%
19
VBRVANGUARD INDEX FDS
187,014$30.9T1.62%
20
IBBISHARES TR
243,393$30.9T1.62%
21
XBISPDR SER TR
308,074$25.6T1.34%
22
GSGOLDMAN SACHS GROUP INC
75,000$24.2T1.27%
23
EQTEQT CORP
582,472$24.0T1.25%
24
INGING GROEP N.V.
1,730,177$23.3T1.22%
25
CTRACOTERRA ENERGY INC
871,678$22.1T1.15%Call
26
VALEVALE S A
1,571,280$21.1T1.10%
27
XLESELECT SECTOR SPDR TR
246,024$20.0T1.05%
28
TSTENARIS S A
648,010$19.4T1.02%
29
MUMICRON TECHNOLOGY INC
307,522$19.4T1.02%Call
30
RSPINVESCO EXCHANGE TRADED FD T
125,723$18.8T0.98%
31
KLACKLA CORP
34,575$16.8T0.88%
32
TLTISHARES TR
161,100$16.6T0.87%Call
33
ADMARCHER DANIELS MIDLAND CO
219,069$16.6T0.87%Call
34
LNGCHENIERE ENERGY INC
99,149$15.1T0.79%
35
CFCF INDS HLDGS INC
216,804$15.1T0.79%Call
36
AMGNAMGEN INC
51,841$11.5T0.60%
37
SQMSOCIEDAD QUIMICA Y MINERA DE
157,972$11.5T0.60%Call
38
LRCXEURLAM RESEARCH CORP
15,015$9.7T0.51%
39
AMATAPPLIED MATLS INC
63,962$9.2T0.48%
40
DOCHEALTHPEAK PROPERTIES INC
439,889$8.8T0.46%
41
AAALCOA CORP
258,987$8.8T0.46%
42
CPTCAMDEN PPTY TR
78,028$8.5T0.44%
43
XLFSELECT SECTOR SPDR TR
248,909$8.4T0.44%
44
NDQINVESCO QQQ TR
22,000$8.1T0.43%Put
45
SPDWSPDR INDEX SHS FDS
235,829$7.7T0.40%
46
JBGSJBG SMITH PPTYS
488,165$7.3T0.38%
47
TMOTHERMO FISHER SCIENTIFIC INC
13,756$7.2T0.38%
48
MSFTMICROSOFT CORP
20,204$6.9T0.36%
49
VYMIVANGUARD WHITEHALL FDS
100,706$6.4T0.33%
50
BRK-BBERKSHIRE HATHAWAY INC DEL
12$6.2T0.33%
51
EOGEOG RES INC
53,653$6.1T0.32%Call
52
EWJISHARES INC
95,775$5.9T0.31%
53
MLCOMELCO RESORTS AND ENTMNT LTD
396,598$4.8T0.25%
54
LLYLILLY ELI & CO
10,000$4.7T0.25%Put
55
DVNDEVON ENERGY CORP NEW
95,552$4.6T0.24%
56
OXYOCCIDENTAL PETE CORP
74,350$4.4T0.23%
57
FXYINVESCO CURRENCYSHARES JAPAN
65,000$4.2T0.22%Call
58
GOOGLALPHABET INC
33,100$4.0T0.21%
59
VNQVANGUARD INDEX FDS
45,000$3.8T0.20%
60
EEMISHARES TR
71,500$2.8T0.15%
61
GLWCORNING INC
74,499$2.6T0.14%
62
CLFCLEVELAND-CLIFFS INC NEW
151,939$2.5T0.13%
63
MOSMOSAIC CO NEW
63,312$2.2T0.12%Call
64
CBRECBRE GROUP INC
27,390$2.2T0.12%
65
DYHTARGET CORP
15,899$2.1T0.11%Call
66
EWYISHARES INC
30,933$2.0T0.10%
67
LVLNSPDR SER TR
47,448$1.9T0.10%Call
68
TANINVESCO EXCH TRADED FD TR II
27,000$1.9T0.10%
69
VYMVANGUARD WHITEHALL FDS
17,834$1.9T0.10%
70
HBMHUDBAY MINERALS INC
289,969$1.4T0.07%
71
IEMGISHARES INC
27,000$1.3T0.07%
72
AAPLAPPLE INC
6,735$1.3T0.07%
73
MDGLMADRIGAL PHARMACEUTICALS INC
5,490$1.3T0.07%
74
NTRNUTRIEN LTD
20,528$1.2T0.06%Call
75
VOOVANGUARD INDEX FDS
2,954$1.2T0.06%
76
XLUSELECT SECTOR SPDR TR
17,779$1.2T0.06%
77
IWNISHARES TR
8,108$1.1T0.06%
78
ALBALBEMARLE CORP
5,035$1.1T0.06%
79
BRK/BBERKSHIRE HATHAWAY INC DEL
3,200$1.1T0.06%
80
MTBM & T BK CORP
8,221$1.0T0.05%
81
ASHRDBX ETF TR
32,000$856.3B0.04%
82
CAHCARDINAL HEALTH INC
8,089$765.0B0.04%
83
GDXVANECK ETF TRUST
25,000$752.8B0.04%
84
ABXBARRICK GOLD CORP
40,000$677.2B0.04%
85
FITBFIFTH THIRD BANCORP
25,755$675.0B0.04%
86
BAKBRASKEM S A
50,900$593.0B0.03%
87
FXIISHARES TR
20,000$543.8B0.03%Put
88
AGCOAGCO CORP
4,000$525.7B0.03%
89
MSOSADVISORSHARES TR
94,602$524.1B0.03%
90
VOOVVANGUARD ADMIRAL FDS INC
3,223$501.8B0.03%
91
NVDANVIDIA CORPORATION
1,160$490.7B0.03%
92
SRPTSAREPTA THERAPEUTICS INC
4,200$481.0B0.03%
93
AMZNAMAZON COM INC
3,600$469.3B0.02%
94
DISDISNEY WALT CO
4,984$445.0B0.02%
95
ALLOALLOGENE THERAPEUTICS INC
85,803$426.4B0.02%
96
EFAISHARES TR
5,765$418.0B0.02%
97
EXECHESAPEAKE ENERGY CORP
4,000$334.7B0.02%
98
FFORD MTR CO DEL
21,615$327.0B0.02%
99
SLGSL GREEN RLTY CORP
10,000$300.5B0.02%Call
100
QCOMQUALCOMM INC
2,474$294.5B0.02%
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