COMMONS CAPITAL, LLC

Holdings as of 2026-06-30, filed 2026-07-30

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 30 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
96
Value reported by manager
$142.9M
Sum of our stored positions
$142.9M
should match the line above
Disclosure lag
30 d
quarter end to filing
Top 5 concentration
42.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

96 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA CORPORATIONCOM$20.1M100,36567066G104
ALPHABET INCCAP STK CL A$11.4M31,93102079K305
BROADCOM INCCOM$11.2M29,64511135F101
APPLE INCCOM$10.1M34,849037833100
AMAZON COM INCCOM$7.4M30,859023135106
PALO ALTO NETWORKS INCCOM$7.3M21,451697435105
MICROSOFT CORPCOM$4.6M12,355594918104
CROWDSTRIKE HLDGS INCCL A$4.2M5,56022788C105
HCA HEALTHCARE INCCOM$3.5M8,89840412C101
GLOBAL SHIP LEASE INCCOM CL A$3.2M86,000Y27183600
META PLATFORMS INCCL A$3M5,29330303M102
COSTCO WHOLESALE CORPORATIONCOM$2.7M2,92022160K105
JPMORGAN CHASE & COCOM$2.7M8,09846625H100
EATON CORP PLCSHS$2.6M6,088G29183103
TORONTO DOMINION BK ONTCOM NEW$2.2M17,990891160509
MP MATERIALS CORPCOM CL A$2M36,023553368101
SPDR GOLD TRGOLD SHS$1.8M4,94978463V107
ACCENTURE PLC IRELANDSHS CLASS A$1.7M13,500G1151C101
ALPHABET INCCAP STK CL C$1.7M4,71702079K107
MEDIFAST INCCOM$1.6M149,91658470H101
THERMO FISHER SCIENTIFIC INCCOM$1.3M2,567883556102
GENERAL DYNAMICS CORPCOM$1.3M3,560369550108
VALE S ASPONSORED ADS$1.2M80,00091912E105
TJX COS INC NEWCOM$1.1M7,467872540109
GENERAL MILLS INCCOM$1.1M30,600370334104
IMPERIAL PETE INCCOM NEW$1M222,624Y3894J187
OREILLY AUTOMOTIVE INCCOM$988.4K10,73367103H107
MATADOR RES COCOM$987.3K19,834576485205
KRAFT HEINZ COCOM$965.1K40,858500754106
HONEYWELL INTL INCCOM$944.4K4,218438516205
ELI LILLY & COCOM$935.8K780532457108
HONEYWELL AEROSPACE INCCOM$932.5K4,21843849R105
INTERCONTINENTAL EXCHANGE INCOM$819.3K6,65545866F104
NORTHERN OIL & GAS INCCOM$816.8K45,000665531307
SM ENERGY COMPANYCOM$783K30,00078454L100
EXXON MOBIL CORPCOM$767.9K5,61730231G102
AMERICAN TOWER CORPCOM$759K4,64003027X100
APPLIED MATLS INCCOM$747K1,033038222105
INVESCO QQQ TRUNIT SER 1$732.4K99546090E103
SPROTT FDS TRURANI MINER ETF$715.6K13,60785208P303
TORM PLCSHS CL A$703.6K27,000G89479102
WALMART INCCOM$667.8K5,896931142103
EATON VANCE TAX ADVT DIV INCCOM$665.2K24,03127828G107
ADOBE INCCOM$647.4K3,15800724F101
EATON VANCE TAX-MANAGED BUY-COM$603.9K40,58227828Y108
CHENIERE ENERGY INCCOM NEW$586.7K2,45516411R208
EATON VANCE TAX-MANAGED GLOBCOM$578.9K59,00827829F108
EATON VANCE ENHANCED EQUITYCOM$545.9K27,766278274105
NUVEEN S&P 500 DYNAMIC OVERWCOM$542.3K29,0916706EW100
DANAOS CORPORATIONSHS$530.6K4,336Y1968P121
PEPSICO INCCOM$479.2K3,539713448108
PHILIP MORRIS INTL INCCOM$478.3K2,644718172109
INTERACTIVE BROKERS GROUP INCOM CL A$473.7K5,44245841N107
JOHNSON & JOHNSONCOM$465.4K1,832478160104
ISHARES TRRUS 1000 GRW ETF$456.9K3,679464287614
BERKSHIRE HATHAWAY INC DELCL B NEW$450.3K900084670702
STATE STR SPDR S&P 500 ETF TTR UNIT$449.4K60278462F103
WELLTOWER INCCOM$444.1K1,95795040Q104
BRISTOL-MYERS SQUIBB COCOM$427.2K7,414110122108
EATON VANCE ENHANCED EQUITYCOM$426.9K19,370278277108
GLOBAL X FDSGLOBAL X COPPER$411.5K5,34637954Y830
TECHPRECISION CORPCOM NEW$363.7K69,413878739200
HOME DEPOT INCCOM$358.6K1,017437076102
ARES CAPITAL CORPCOM$352.1K19,00004010L103
NETFLIX INC.COM$349K4,88964110L106
UBER TECHNOLOGIES INCCOM$327.5K4,53990353T100
PUBLIC STORAGECOM$315K99074460D109
ISHARES TRRUS 1000 VAL ETF$294.2K1,214464287598
TSAKOS ENERGY NAVIGATION LTDSHS$283K8,000G9108L173
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD$277.1K3,50692206C409
MASTERCARD INCORPORATEDCL A$275.8K53757636Q104
FINVOLUTION GROUPSPONSORED ADS$275.4K57,49331810T101
CONOCOPHILLIPSCOM$273.2K2,62820825C104
QFIN HOLDINGS INCAMERICAN DEP$270.4K17,10088557W101
DIGITAL RLTY TR INCCOM$263.3K1,466253868103
BLACKROCK TAX MUNICPAL BD TRSHS$261.8K16,19209248X100
VANGUARD WHITEHALL FDSHIGH DIV YLD$260.8K1,650921946406
HILTON WORLDWIDE HLDGS INCCOM$251.5K76143300A203
TESLA INCCOM$244.4K58188160R101
RTX CORPORATIONCOM$241.9K1,27575513E101
PROSHARES TRHGH YLD INT RATE$234.7K3,61874348A541
VISA INCCOM CL A$226.1K65992826C839
CONSOLIDATED EDISON INCCOM$225.9K2,042209115104
VENTAS INCCOM$219.9K2,47692276F100
ISHARES TRCORE S&P500 ETF$219.8K294464287200
SCHWAB STRATEGIC TRINTL EQTY ETF$216.2K7,806808524805
GOLDMAN SACHS GROUP INCCOM$210.9K20938141G104
TWO HARBORS INVENTMENT CORPOCOM$201.8K16,26590187B804
FRESENIUS MEDICAL CARE AGSPONSORED ADR$201.1K8,895358029106
GRAY MEDIA INCCOM$190K47,864389375106
SOUNDHOUND AI INCCLASS A COM$167K25,806836100107
UP FINTECH HLDG LTDSPONSORED ADS$157.1K35,70091531W106
RECURSION PHARMACEUTICALS INCL A$39K10,62075629V104
OPKO HEALTH INCCOM$24.5K16,30068375N103
MARRIOTT VACATIONS WORLDWIDENOTE 3.250%12/1$19.6K20,00057164YAF4
BLINK CHARGING COCOM$8.6K13,51409354A100
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-30

COMMONS CAPITAL, LLC — 96 positions reported for 2026Q2 — Tapewire