Boreal Capital Management LLC

data from 31/03/2026

Capitalization

$ 122.945 M

12.54%

Performance

$ -288.317 K

0.02%

Average holding period

3 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Boreal Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 NVDA NVIDIA Corp. COM 6.11% 7.509 M $ 43051 2025/06/30 -379.613 K $ -6.49 %
2026/03/31 AMZN Amazon.com, Inc. COM 4.34% 5.342 M $ 25647 2025/06/30 -477.992 K $ -9.77 %
2026/03/31 AAPL Apple Inc. COM 3.97% 4.887 M $ 19255 2025/06/30 -303.431 K $ -6.65 %
2026/03/31 MSFT Microsoft Corp. COM 3.16% 3.883 M $ 10489 2025/06/30 -893.418 K $ -23.46 %
2026/03/31 IEF iShares Trust 7-10 YEAR TREASURY BOND ETF 3.01% 3.706 M $ 38835 2025/06/30 -27.961 K $ -0.75 %
2026/03/31 VOO Vanguard Index Funds S&P 500 ETF SHS 2.58% 3.169 M $ 5303 2025/06/30 -161.891 K $ -4.72 %
2026/03/31 GOOGL Alphabet Inc. CAP STK CL A 2.56% 3.145 M $ 10938 2025/06/30 -295.256 K $ -8.13 %
2026/03/31 QUAL iShares Trust MSCI USA QUALITY FACTOR ETF 2.31% 2.841 M $ 14810 2025/06/30 -101.271 K $ -3.43 %
2026/03/31 AVGO Broadcom Inc COM 2.23% 2.741 M $ 8852 2025/06/30 -263.374 K $ -10.57 %
2026/03/31 QQQ Invesco QQQ Trust, Series 1 UNIT SER 1 2.18% 2.678 M $ 4639 2025/06/30 -230.168 K $ -6.04 %
2026/03/31 ASML ASML Holding N.V. N Y REGISTRY SHS 2.13% 2.624 M $ 1987 2025/06/30 521.013 K $ 23.46 %
2026/03/31 SPY State Street Spdr S&p 500 Etf Trust TR UNIT 1.91% 2.350 M $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 META Meta Platforms Inc CL A 1.85% 2.277 M $ 3979 2025/06/30 -294.402 K $ -13.33 %
2026/03/31 V Visa Inc COM CL A 1.59% 1.950 M $ 6452 2025/06/30 -323.779 K $ -13.82 %
2026/03/31 RIOT Riot Platforms Inc COM 1.56% 1.912 M $ 154700 2026/03/31 0.000 $ 0.00 %
2026/03/31 TSM Taiwan Semiconductor Manufacturing Co., Ltd. SPONSORED ADS 1.54% 1.891 M $ 5580 2025/06/30 164.373 K $ 11.18 %
2026/03/31 BRK-B Berkshire Hathaway Inc. CL B NEW 1.32% 1.628 M $ 3397 2025/06/30 -59.492 K $ -4.67 %
2026/03/31 XLK Select Sector Spdr Trust STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1.26% 1.550 M $ 11665 2025/06/30 -128.024 K $ -7.69 %
2026/03/31 IBIT iShares Bitcoin Trust ETF SHS BEN INT 1.20% 1.479 M $ 38500 2025/06/30 -339.280 K $ -22.62 %
2026/03/31 PGR The Progressive Corporation COM 1.14% 1.406 M $ 7094 2025/06/30 -152.647 K $ -12.95 %
2026/03/31 JEPI J P Morgan Exchange Traded Fund Trust EQUITY PREMIUM INCOME ETF 1.12% 1.372 M $ 24214 2025/06/30 -20.033 K $ -0.98 %
2026/03/31 USHY iShares Trust BROAD USD HIGH 1.09% 1.337 M $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 JEPQ J P Morgan Exchange Traded Fund Trust NASDAQ EQUITY PREMIUM INCOME ETF 1.09% 1.334 M $ 24032 2025/06/30 -94.067 K $ -4.46 %
2026/03/31 LQD iShares Trust IBOXX INV CP ETF 1.03% 1.270 M $ 11650 2025/06/30 -16.620 K $ -1.09 %
2026/03/31 MSCI MSCI Inc. COM 0.98% 1.199 M $ 2225 2025/06/30 -64.648 K $ -6.05 %
2026/03/31 SPGI S&P Global Inc COM 0.97% 1.192 M $ 2803 2025/06/30 -250.321 K $ -18.61 %
2026/03/31 WCN Waste Connections Inc. COM 0.95% 1.169 M $ 7206 2025/06/30 -77.843 K $ -7.36 %
2026/03/31 MA MasterCard Incorporated CL A 0.89% 1.091 M $ 2184 2025/06/30 -194.857 K $ -12.48 %
2026/03/31 VCSH Vanguard Scottsdale Funds SHRT TRM CORP BD 0.88% 1.085 M $ 13685 2025/06/30 -5.287 K $ -0.58 %
2026/03/31 MUSA Murphy USA Inc. COM 0.83% 1.017 M $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 KNSL Kinsale Capital Group Inc COM 0.82% 1.006 M $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 ODFL Old Dominion Freight Line Inc. COM 0.76% 940.460 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 NDAQ Nasdaq Inc COM 0.74% 905.691 K $ 10669 2025/06/30 -99.890 K $ -12.60 %
2026/03/31 UNH UnitedHealth Group Inc. COM 0.70% 862.641 K $ 3188 2025/06/30 -216.236 K $ -18.03 %
2026/03/31 FICO Fair Isaac Corporation COM 0.70% 857.235 K $ 803 2025/06/30 -455.471 K $ -36.86 %
2026/03/31 DPZ Dominos Pizza Inc. COM 0.68% 838.851 K $ 2338 2025/06/30 -135.674 K $ -13.92 %
2026/03/31 EWL Ishares Inc MSCI SWITZERLAND 0.65% 799.581 K $ 13596 2025/09/30 -15.635 K $ -1.92 %
2026/03/31 ORLY O'Reilly Automotive Inc. COM 0.65% 798.020 K $ 8645 2025/06/30 8.305 K $ 1.21 %
2026/03/31 SHW The Sherwin-Williams Company COM 0.60% 736.944 K $ 2299 2025/06/30 -5.146 K $ -1.07 %
2026/03/31 XLE Select Sector Spdr Trust STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.59% 721.030 K $ 11770 2025/06/30 188.338 K $ 37.02 %
2026/03/31 IYH iShares Trust US HLTHCARE ETF 0.59% 720.880 K $ 11695 2025/06/30 -40.464 K $ -5.31 %
2026/03/31 BAC Bank of America Corp. COM 0.58% 713.846 K $ 14643 2025/06/30 -96.206 K $ -11.36 %
2026/03/31 PANW Palo Alto Networks Inc COM 0.58% 712.943 K $ 4447 2025/06/30 -106.194 K $ -12.96 %
2026/03/31 JPM JPMorgan Chase & Co. COM 0.57% 702.967 K $ 2390 2025/06/30 -73.012 K $ -8.71 %
2026/03/31 AAON Aaon Inc COM PAR $0.004 0.57% 697.500 K $ 8429 2025/06/30 54.795 K $ 8.52 %
2026/03/31 CCD Calamos Dynamic Conv & Income Fd COM 0.56% 684.823 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 CHI Calamos Convertible Opportunities & Income Fund SH BEN INT 0.56% 684.353 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 PTY Pimco Corporate & Income Opportunity Fund COM 0.55% 670.211 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 CHY Calamos Convertible & High Income Fund COM SHS 0.54% 668.722 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 AWF Alliancebernstein Global High Income Fund Inc. COM 0.54% 667.630 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 NFLX Netflix, Inc. COM 0.53% 656.705 K $ 6830 2025/06/30 0.000 $ 0.00 %
2026/03/31 AZO Autozone, Inc. COM 0.53% 648.534 K $ 192 2025/06/30 -2.634 K $ -0.40 %
2026/03/31 PDO PIMCO Dynamic Income Opportunities Fund COM BEN SHS 0.53% 647.704 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 WSO Watsco Inc COM 0.52% 638.815 K $ 1756 2025/06/30 40.608 K $ 7.97 %
2026/03/31 DHR Danaher Corporation COM 0.51% 629.850 K $ 3315 2025/06/30 -182.248 K $ -17.15 %
2026/03/31 XOM Exxon Mobil Corp. COM 0.50% 618.241 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 CPRT Copart Inc COM 0.49% 603.510 K $ 18178 2025/06/30 -108.159 K $ -15.20 %
2026/03/31 PDI Pimco Dynamic Income Fd SHS 0.49% 602.824 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 PGX Invesco Exchange Traded Fund Trust II PFD ETF 0.48% 594.070 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 IDXX IDEXX Laboratories Inc. COM 0.48% 588.299 K $ 1047 2025/06/30 -120.028 K $ -16.95 %
2026/03/31 QQQM Invesco Exchange Traded Fund Trust II NASDAQ 100 ETF 0.47% 573.852 K $ 2415 2025/06/30 -36.949 K $ -6.05 %
2026/03/31 TJX The TJX Companies Inc. COM 0.46% 564.859 K $ 3537 2025/06/30 21.540 K $ 3.96 %
2026/03/31 GEV GE Vernova Inc. COM 0.45% 549.369 K $ 629 2025/06/30 137.958 K $ 33.56 %
2026/03/31 TDG Transdigm Group Inc. COM 0.44% 537.757 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 POOL Pool Corporation COM 0.42% 519.583 K $ 2568 2025/06/30 -59.841 K $ -11.55 %
2026/03/31 SGOL Abrdn Gold ETF Trust PHYSICAL GOLD SHARES ETF 0.42% 516.789 K $ 11582 2026/03/31 0.000 $ 0.00 %
2026/03/31 VGT Vanguard World Fund INF TECH ETF 0.40% 497.102 K $ 712 2025/06/30 -39.914 K $ -7.43 %
2026/03/31 ORCL Oracle Corp. COM 0.37% 456.188 K $ 3101 2025/06/30 -76.049 K $ -24.52 %
2026/03/31 SHOP Shopify Inc CL A SUB VTG SHS 0.37% 450.756 K $ 3800 2025/06/30 -37.860 K $ -26.31 %
2026/03/31 IQLT iShares Trust ISHARES MSCI INTL QUALITY FACTOR ETF 0.36% 439.370 K $ 9504 2025/06/30 7.413 K $ 1.72 %
2026/03/31 CIBR First Trust Exchange-Traded Fund II NASDAQ CYB ETF 0.35% 430.925 K $ 6875 2025/06/30 -60.293 K $ -12.27 %
2026/03/31 ABBV AbbVie Inc. COM 0.35% 428.472 K $ 1970 2025/06/30 -21.659 K $ -4.81 %
2026/03/31 VUG Vanguard Index Funds GROWTH ETF 0.34% 421.939 K $ 966 2025/06/30 -56.483 K $ -10.47 %
2026/03/31 PFF iShares Trust PFD AND INCM SEC 0.34% 417.476 K $ 13769 2025/06/30 -9.342 K $ -2.07 %
2026/03/31 SAP SAP SE SPON ADR 0.33% 401.145 K $ 2343 2025/06/30 -167.993 K $ -29.52 %
2026/03/31 CVX Chevron Corp. COM 0.32% 391.248 K $ 1891 2025/06/30 102.223 K $ 35.75 %
2026/03/31 BIT Blackrock Multi-Sector Income Tr COM 0.32% 390.452 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 VTV Vanguard Index Funds VALUE ETF 0.30% 374.742 K $ 1910 2025/06/30 9.951 K $ 2.73 %
2026/03/31 TSCO Tractor Supply Co COM 0.29% 351.664 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 IBHG iShares Trust IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 0.28% 340.802 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 BRO Brown & Brown Inc COM 0.27% 333.419 K $ 5113 2025/06/30 -107.211 K $ -18.18 %
2026/03/31 MRK Merck & Co., Inc COM 0.27% 330.954 K $ 2732 2025/06/30 41.061 K $ 14.16 %
2026/03/31 DIA State Street Spdr Dow Jones Industrial Average Etf Trust UT SER 1 0.27% 329.570 K $ 710 2025/06/30 -12.339 K $ -3.61 %
2026/03/31 SPYD SPDR Series Trust STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.27% 327.744 K $ 7200 2025/09/30 0.000 $ 0.00 %
2026/03/31 SLV Ishares Silver Trust ISHARES 0.27% 326.391 K $ 4790 2025/06/30 26.374 K $ 5.77 %
2026/03/31 IWD iShares Trust RUS 1000 VAL ETF 0.26% 320.505 K $ 1500 2025/06/30 4.994 K $ 1.58 %
2026/03/31 XLV Select Sector Spdr Trust STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.26% 316.091 K $ 2156 2025/06/30 -17.657 K $ -5.29 %
2026/03/31 XLF Select Sector Spdr Trust STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.25% 310.551 K $ 6290 2025/06/30 0.000 $ 0.00 %
2026/03/31 SPOT Spotify Technology S.A. SHS 0.25% 309.857 K $ 639 2025/06/30 -53.552 K $ -16.50 %
2026/03/31 MRVL Marvell Technology Inc COM 0.25% 303.489 K $ 3064 2025/06/30 43.110 K $ 16.56 %
2026/03/31 PM Philip Morris International Inc. COM 0.24% 291.751 K $ 1749 2025/06/30 8.640 K $ 3.05 %
2026/03/31 TSLA Tesla Inc COM 0.24% 290.709 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 MELI Mercadolibre Inc COM 0.23% 285.288 K $ 165 2025/06/30 -59.900 K $ -14.16 %
2026/03/31 HEDJ Wisdomtree Trust EUROPE HEDGED EQ 0.23% 284.512 K $ 1 2026/03/31 0.000 $ 0.00 %
2026/03/31 RYAN Ryan Specialty Holdings Inc CL A 0.23% 281.560 K $ 1 2025/06/30 0.000 $ 0.00 %
2026/03/31 CHD Church & Dwight Co Inc. COM 0.23% 277.160 K $ 2970 2025/06/30 28.125 K $ 11.29 %
2026/03/31 SHV iShares Trust TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 0.21% 261.183 K $ 2366 2025/06/30 567.000 $ 0.22 %
2026/03/31 SLQD iShares Trust 0-5YR INVT GR CP 0.21% 255.479 K $ 5060 2025/09/30 -1.062 K $ -0.41 %
2026/03/31 UBER Uber Technologies Inc COM 0.20% 250.820 K $ 3487 2025/06/30 -58.621 K $ -11.97 %
2026/03/31 EZU Ishares Inc MSCI EURZONE ETF 0.20% 250.560 K $ 4000 2025/06/30 -5.839 K $ -2.28 %