MBB PUBLIC MARKETS I LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$1.6B

Holdings

92

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (92 positions)

#StockSharesValue% PortfolioType
1
XLVSELECT SECTOR SPDR TR
973,549$132.8T8178040.45%
2
TECK/BTECK RESOURCES LTD
2,968,167$125.5T7727897.12%Call
3
RSPINVESCO EXCHANGE TRADED FD T
680,543$107.4T6614596.01%Call
4
EWZISHARES INC
2,795,603$97.7T6019877.78%Call
5
VTVVANGUARD INDEX FDS
508,454$76.0T4682023.76%
6
BGBUNGE GLOBAL SA
672,971$67.9T4184498.55%
7
DFATDIMENSIONAL ETF TRUST
1,222,870$64.0T3941592.99%
8
HUMHUMANA INC
126,656$58.0T3571509.36%Call
9
XBISPDR SER TR
645,178$57.6T3548322.48%Call
10
FCXFREEPORT-MCMORAN INC
1,251,046$53.3T3280331.08%Call
11
EWJISHARES INC
821,850$52.7T3246850.31%Call
12
UNHUNITEDHEALTH GROUP INC
94,008$49.5T3048450.84%
13
BACBANK AMERICA CORP
1,266,513$42.6T2626597.48%
14
CFCF INDS HLDGS INC
410,561$32.6T2010416.16%
15
DFIVDIMENSIONAL ETF TRUST
823,433$28.3T1742698.18%
16
CTRACOTERRA ENERGY INC
1,067,637$27.2T1678205.15%Call
17
ADMARCHER DANIELS MIDLAND CO
370,870$26.8T1649756.83%
18
MUMICRON TECHNOLOGY INC
309,801$26.4T1628456.64%
19
JPMJPMORGAN CHASE & CO
149,851$25.5T1570014.83%
20
DISDISNEY WALT CO
279,620$25.2T1555065.33%Call
21
VBRVANGUARD INDEX FDS
136,543$24.6T1513601.88%
22
GSGOLDMAN SACHS GROUP INC
62,033$23.9T1473981.32%
23
SPSMSPDR SER TR
558,405$23.6T1450763.52%
24
NXPINXP SEMICONDUCTORS N V
102,264$23.5T1446727.43%
25
IBBISHARES TR
166,693$22.6T1394818.68%
26
DOCHEALTHPEAK PROPERTIES INC
1,086,739$21.5T1325351.86%Call
27
EQTEQT CORP
518,447$20.0T1234545.12%Call
28
CRLCHARLES RIV LABS INTL INC
84,498$20.0T1230366.93%
29
PFEPFIZER INC
671,375$19.3T1190549.83%Call
30
VICIVICI PPTYS INC
552,879$17.6T1085648.34%
31
OXYOCCIDENTAL PETE CORP
290,158$17.3T1067142.38%Call
32
ARWARROW ELECTRS INC
120,098$14.7T904326.82%
33
VTIVANGUARD INDEX FDS
58,989$14.0T861905.69%
34
FXIISHARES TR
488,084$11.7T722418.92%Call
35
CSXCSX CORP
324,469$11.2T692895.59%
36
ADBEADOBE INC
17,057$10.2T626796.61%
37
TMOTHERMO FISHER SCIENTIFIC INC
17,430$9.3T569850.44%
38
METAMETA PLATFORMS INC
25,772$9.1T561879.33%
39
VEAVANGUARD TAX-MANAGED FDS
167,500$8.0T494186.73%
40
SPDWSPDR INDEX SHS FDS
235,829$8.0T494020.73%
41
MSFTMICROSOFT CORP
20,212$7.6T468160.16%
42
XLESELECT SECTOR SPDR TR
90,300$7.6T466315.41%Call
43
CBRECBRE GROUP INC
75,145$7.0T430867.63%
44
BRK-BBERKSHIRE HATHAWAY INC DEL
12$6.5T401071.50%
45
VYMIVANGUARD WHITEHALL FDS
92,500$6.2T378826.52%
46
LNGCHENIERE ENERGY INC
33,988$5.8T357375.92%
47
TLTISHARES TR
58,460$5.8T356047.58%Call
48
CCOCAMECO CORP
133,682$5.8T354887.70%
49
AMATAPPLIED MATLS INC
35,222$5.7T351604.59%
50
MLCOMELCO RESORTS AND ENTMNT LTD
622,494$5.5T340094.46%
51
BMYBRISTOL-MYERS SQUIBB CO
106,033$5.4T335107.23%
52
AREALEXANDRIA REAL ESTATE EQ IN
32,582$4.1T254410.52%Call
53
KLACKLA CORP
5,075$3.0T181709.32%
54
VBVANGUARD INDEX FDS
12,000$2.6T157679.03%
55
GOOGLALPHABET INC
18,100$2.5T155734.43%
56
HBMHUDBAY MINERALS INC
454,588$2.5T154560.26%
57
CRNXCRINETICS PHARMACEUTICALS IN
66,433$2.4T145589.66%
58
VWOVANGUARD INTL EQUITY INDEX F
56,896$2.3T144034.77%
59
GLWCORNING INC
74,499$2.3T139727.11%
60
AGCOAGCO CORP
18,452$2.2T137987.13%
61
VYMVANGUARD WHITEHALL FDS
17,834$2.0T122619.41%
62
FXYINVESCO CURRENCYSHARES JAPAN
24,946$1.6T101119.17%Call
63
CPTCAMDEN PPTY TR
14,915$1.5T91215.66%
64
IEMGISHARES INC
27,000$1.4T84116.92%
65
AAPLAPPLE INC
6,735$1.3T79868.75%
66
VOOVANGUARD INDEX FDS
2,954$1.3T79488.16%
67
IWNISHARES TR
8,108$1.3T77572.89%
68
MOSMOSAIC CO NEW
33,312$1.2T73312.84%
69
BRK/BBERKSHIRE HATHAWAY INC DEL
3,200$1.1T70298.35%
70
FITBFIFTH THIRD BANCORP
25,755$888.3B54713.63%
71
CAHCARDINAL HEALTH INC
8,089$815.4B50225.19%
72
FFORD MTR CO DEL
61,115$745.0B45887.28%
73
ABXBARRICK GOLD CORP
40,000$723.6B44569.66%
74
EOGEOG RES INC
5,295$640.4B39446.86%
75
NVDANVIDIA CORPORATION
1,160$574.5B35383.17%
76
NTRNUTRIEN LTD
9,852$555.0B34182.58%
77
AMZNAMAZON COM INC
3,600$547.0B33691.11%
78
VOOVVANGUARD ADMIRAL FDS INC
3,223$541.3B33343.91%
79
AAALCOA CORP
15,500$527.0B32460.21%
80
LVLNSPDR SER TR
9,948$521.6B32125.51%
81
EFAISHARES TR
5,765$434.4B26757.56%
82
XLFSELECT SECTOR SPDR TR
11,453$430.6B26524.37%
83
AMGNAMGEN INC
1,339$385.7B23758.66%
84
SRPTSAREPTA THERAPEUTICS INC
4,000$385.7B23758.17%
85
QCOMQUALCOMM INC
2,474$357.8B22037.77%
86
MDGLMADRIGAL PHARMACEUTICALS INC
1,400$323.9B19952.38%
87
SPYSPDR S&P 500 ETF TR
620$294.7B18151.36%Put
88
TSLATESLA INC
1,065$264.6B16299.77%
89
VNQIVANGUARD INTL EQUITY INDEX F
5,000$212.9B13116.51%
90
CTVACORTEVA INC
4,262$204.2B12578.73%
91
GOVZISHARES TR
15,000$184.5B11364.15%
92
ALLOALLOGENE THERAPEUTICS INC
57,306$184.0B11330.40%