Collar Capital Management, LLC

Holdings as of 2026-06-30, filed 2026-07-27

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
73
Value reported by manager
$169.6M
Sum of our stored positions
$169.6M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
22.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

73 largest shown
IssuerClassValueSharesTypeCUSIP
MICRON TECHNOLOGY INCCOM$12.3M10,699595112103
INTEL CORPCOM$8.6M61,867458140100
TESLA INCCOM$6.3M14,97788160R101
WESTERN DIGITAL CORPCOM$6.1M9,484958102105
APPLE INCCOM$5.3M18,470037833100
ALPHABET INCCAP STK CL C$5.2M14,67202079K107
UNITEDHEALTH GROUP INCCOM$5.2M12,41891324P102
CITIGROUP INCCOM NEW$4.6M33,120172967424
TARGET CORPCOM$4.5M34,58587612E106
ABBVIE INCCOM$3.9M15,38300287Y109
KRAFT HEINZ COCOM$3.7M157,354500754106
QUALCOMM INCCOM$3.6M19,495747525103
NVIDIA CORPORATIONCOM$3.6M17,76567066G104
APOLLO GLOBAL MGMT INCCOM$3.5M29,66303769M106
WESTERN UN COCOM$3.4M443,887959802109
EDISON INTLCOM$3.4M45,511281020107
LINCOLN NATL CORP INDCOM$3.4M95,763534187109
UNITED PARCEL SVCS INCCL B$3.3M30,920911312106
VIRTU FINL INCCL A$3.1M52,687928254101
SALESFORCE INCCOM$3.1M19,84579466L302
META PLATFORMS INCCL A$3.1M5,48830303M102
VORNADO RLTY TRSH BEN INT$2.9M73,630929042109
DOCUSIGN INCCOM$2.9M64,559256163106
BOEING COCOM$2.8M12,998097023105
AMAZON COM INCCOM$2.6M10,788023135106
ADOBE INCCOM$2.6M12,52300724F101
DOW HLDGS INCCOM$2.5M92,507260557103
NORTHERN OIL & GAS INCCOM$2.3M128,238665531307
ANNALY CAPITAL MANAGEMENT INCOM NEW$2.3M100,679035710839
FEDEX CORPCOM$2.1M6,80431428X106
CLEVELAND-CLIFFS INC NEWCOM$2.1M225,383185899101
TRONOX HOLDINGS PLCSHS$2.1M333,540G9087Q102
SM ENERGY COMPANYCOM$2.1M79,65178454L100
CONAGRA BRANDS INCCOM$2M151,991205887102
PROSPERITY BANCSHARES INCCOM$1.9M25,658743606105
V F CORPCOM$1.9M111,115918204108
STRATEGY INCCL A NEW$1.9M21,318594972408
COINBASE GLOBAL INCCOM CL A$1.8M12,52819260Q107
STARBUCKS CORPCOM$1.8M17,903855244109
ZOOM COMMUNICATIONS INCCL A$1.8M20,35098980L101
ALPS ETF TRALERIAN MLP$1.7M33,20300162Q452
FLAGSTAR BANK NATIONAL ASSOCCOM NEW$1.7M115,085649445400
BLUE OWL CAPITAL INCCOM CL A$1.7M195,01509581B103
STARWOOD PPTY TR INCCOM$1.7M102,86785571B105
CVS HEALTH CORPCOM$1.7M15,977126650100
WELLS FARGO & COCOM$1.6M18,867949746101
AMBARELLA INCSHS$1.6M18,133G037AX101
HUNTSMAN CORPCOM$1.5M144,793447011107
KAYNE ANDERSON ENERGY INFRSTCOM$1.4M102,789486606106
ARCHER AVIATION INCCOM CL A$1.3M281,13003945R102
AGNC INVT CORPCOM$1.3M117,26000123Q104
EATON VANCE SR FLTNG RTE TRCOM$1.1M105,62027828Q105
NNN REIT INCCOM$1M22,517637417106
PFIZER INCCOM$1M42,473717081103
PENNYMAC MTG INVT TRCOM$1M90,21970931T103
SHARPLINK INCCOM NEW$776K161,663820014405
INVESCO QQQ TRUNIT SER 1$548.6K74546090E103
ISHARES TRCORE S&P MCP ETF$539.8K7,000464287507
NEXSTAR MEDIA GROUP INCCOMMON STOCK$528.1K2,95765336K103
ORACLE CORPCOM$524.6K3,58068389X105
ISHARES TRRUS 1000 GRW ETF$496.7K4,000464287614
WISDOMTREE TRUS SMALLCAP DIVD$455.3K11,19397717W604
NUVEEN FLOATING RATE INCOMECOM$409.6K53,39767072T108
ISHARES TRRUSSELL 2000 ETF$314.9K1,048464287655
VISA INCCOM CL A$276.9K80792826C839
BANK OF AMER CORPCOM$258.1K4,530060505104
INVESCO EXCH TRADED FD TR IIKBW BK ETF$255.6K2,74946138E628
ARK ETF TRINNOVATION ETF$227K2,80900214Q104
GILEAD SCIENCES INCCOM$221.1K1,750375558103
TJX COS INC NEWCOM$214.5K1,416872540109
JPMORGAN CHASE & COCOM$209.8K64146625H100
BRISTOL-MYERS SQUIBB COCOM$200.8K3,485110122108
FIDELITY ETHEREUM FDSHS$191.7K12,18231613E103
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 2026-07-27

Collar Capital Management, LLC — 73 positions reported for 2026Q2 — Tapewire