ROVIN CAPITAL /UT/ /ADV Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$310.7M

Holdings

177

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (177 positions)

#StockSharesValue% PortfolioType
101
GEHCGE HEALTHCARE TECHNOLOGIES I
6,274$506K0.16%
102
ACWIISHARES TR
4,322$503K0.16%
103
SLYGSPDR SER TR
5,985$497K0.16%
104
IFFINTERNATIONAL FLAVORS&FRAGRA
6,365$494K0.16%
105
HIIHUNTINGTON INGALLS INDS INC
2,408$491K0.16%
106
AG8AGILENT TECHNOLOGIES INC
4,161$487K0.16%
107
NOCNORTHROP GRUMMAN CORP
943$483K0.16%
108
PGRPROGRESSIVE CORP
1,675$474K0.15%
109
CPBTHE CAMPBELLS COMPANY
11,793$471K0.15%
110
BF/BBROWN FORMAN CORP
13,873$471K0.15%
111
PEPPEPSICO INC
3,121$468K0.15%
112
GILDGILEAD SCIENCES INC
4,181$468K0.15%
113
MDYSPDR S&P MIDCAP 400 ETF TR
873$466K0.15%
114
HSCZISHARES TR
14,486$466K0.15%
115
TERTERADYNE INC
5,632$465K0.15%
116
COSTCOSTCO WHSL CORP NEW
488$461K0.15%
117
DHRDANAHER CORPORATION
2,243$460K0.15%
118
JPSTJ P MORGAN EXCHANGE TRADED F
8,988$455K0.15%
119
GSSTGOLDMAN SACHS ETF TR
9,009$455K0.15%
120
CVXCHEVRON CORP NEW
2,715$454K0.15%
121
SMOTVANECK ETF TRUST
13,709$450K0.14%
122
MCHPMICROCHIP TECHNOLOGY INC.
9,104$441K0.14%
123
VVISA INC
1,257$441K0.14%
124
ELLAUDER ESTEE COS INC
6,623$437K0.14%
125
MMDNYLI MACKAY DEFINEDTERM MUNI
28,444$429K0.14%
126
XLBSELECT SECTOR SPDR TR
4,981$428K0.14%
127
BSJUINVESCO EXCH TRD SLF IDX FD
16,793$428K0.14%
128
KVUEKENVUE INC
17,491$419K0.13%
129
SCHWSCHWAB CHARLES CORP
5,358$419K0.13%
130
WSTWEST PHARMACEUTICAL SVSC INC
1,754$393K0.13%
131
STZCONSTELLATION BRANDS INC
2,103$386K0.12%
132
BSJVINVESCO EXCH TRD SLF IDX FD
14,674$382K0.12%
133
MPWRMONOLITHIC PWR SYS INC
648$376K0.12%
134
KOCOCA COLA CO
5,193$372K0.12%
135
XLRESELECT SECTOR SPDR TR
8,831$370K0.12%
136
TMOTHERMO FISHER SCIENTIFIC INC
719$358K0.12%
137
LMTLOCKHEED MARTIN CORP
791$353K0.11%
138
RSPTINVESCO EXCHANGE TRADED FD T
10,213$349K0.11%
139
LTLPROSHARES TR
4,196$343K0.11%
140
BRK/BBERKSHIRE HATHAWAY INC DEL
623$332K0.11%
141
ADSKAUTODESK INC
1,256$329K0.11%
142
EFXEQUIFAX INC
1,351$329K0.11%
143
VEAVANGUARD TAX-MANAGED FDS
6,478$329K0.11%
144
CRMSALESFORCE INC
1,222$328K0.11%
145
VLOVALERO ENERGY CORP
2,441$322K0.10%
146
ABGCENCORA INC
1,143$318K0.10%
147
IWMISHARES TR
1,589$317K0.10%
148
MRKMERCK & CO INC
3,387$304K0.10%
149
TXNTEXAS INSTRS INC
1,681$302K0.10%
150
CSCOCISCO SYS INC
4,807$297K0.10%
151
VBRVANGUARD INDEX FDS
1,584$295K0.09%
152
LLYELI LILLY & CO
355$293K0.09%
153
EJANINNOVATOR ETFS TRUST
9,597$290K0.09%
154
UNHUNITEDHEALTH GROUP INC
546$286K0.09%
155
JNKSPDR SER TR
2,989$285K0.09%
156
MDLZMONDELEZ INTL INC
4,094$278K0.09%
157
WMTWALMART INC
3,152$277K0.09%
158
NUENUCOR CORP
2,269$273K0.09%
159
WANTDIREXION SHS ETF TR
7,649$266K0.09%
160
MAMASTERCARD INCORPORATED
476$261K0.08%
161
CDNSCADENCE DESIGN SYSTEM INC
1,026$261K0.08%
162
UCCPROSHARES TR
6,604$258K0.08%
163
EFOPROSHARES TR
5,488$258K0.08%
164
BACVERIZON COMMUNICATIONS INC
5,505$250K0.08%
165
CUREDIREXION SHS ETF TR
2,300$245K0.08%
166
DUSLDIREXION SHS ETF TR
4,684$244K0.08%
167
HDHOME DEPOT INC
666$244K0.08%
168
SNPSSYNOPSYS INC
559$240K0.08%
169
ABBVABBVIE INC
1,133$237K0.08%
170
MANHMANHATTAN ASSOCIATES INC
1,347$233K0.07%
171
WFCWELLS FARGO CO NEW
3,248$233K0.07%
172
ITOTISHARES TR
1,898$232K0.07%
173
NFLXNETFLIX INC
241$225K0.07%
174
TRVTRAVELERS COMPANIES INC
844$223K0.07%
175
GONGERON CORP
17,270$27K0.01%
176
CMPXCOMPASS THERAPEUTICS INC
13,495$26K0.01%
177
ONCONCOLYTICS BIOTECH INC
20,620$11K0.00%
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