Boreal Capital Management LLC New Holdings in Q2 2025

Boreal Capital Management LLC

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
37.4K
New
$152.42 - $182.82 $5.7M - $6.84M
37.4K $6.84B
SPY
Spdr S&P 500 ETF Trust

ETFs
0
New
$496.48 - $617.85 $0 - $0
0 $5.52B
NVDA
Nvidia Corp

Technology
32.9K
New
$94.31 - $157.99 $3.1M - $5.19M
32.9K $5.19B
AAPL
Apple Inc.

Technology
19.7K
New
$172.42 - $223.89 $3.4M - $4.42M
19.7K $4.05B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.18K
New
$416.06 - $551.64 $2.99M - $3.96M
7.18K $3.96B
MSFT
Microsoft Corp

Technology
6.73K
New
$354.56 - $497.45 $2.39M - $3.35M
6.73K $3.35B
AMZN
Amazon Com Inc

Consumer Cyclical
13.7K
New
$167.32 - $223.3 $2.29M - $3.05M
13.7K $3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.76K
New
$456.74 - $568.03 $2.17M - $2.7M
4.76K $2.71B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28.8K
New
$82.21 - $83.12 $2.36M - $2.39M
28.8K $2.38B
GOOGL
Alphabet Inc.

Communication Services
13.4K
New
$144.7 - $178.6 $1.93M - $2.38M
13.4K $2.35B
GLD
Spdr Gold Trust

ETFs
5.73K
New
$273.71 - $316.29 $1.57M - $1.81M
5.73K $1.75B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
16.2K
New
$90.85 - $102.31 $1.47M - $1.66M
16.2K $1.64B
ASML
Asml Holding Nv

Technology
2K
New
$595.37 - $815.24 $1.19M - $1.63M
2K $1.6B
V
Visa Inc.

Financial Services
4.47K
New
$308.27 - $373.31 $1.38M - $1.67M
4.47K $1.59B
AVGO
Broadcom Inc.

Technology
5.23K
New
$146.29 - $275.65 $766K - $1.44M
5.23K $1.44B
META
Meta Platforms, Inc.

Communication Services
1.91K
New
$484.66 - $738.09 $924K - $1.41M
1.91K $1.41B
MA
Mastercard Inc

Financial Services
2.48K
New
$479.92 - $590.74 $1.19M - $1.46M
2.48K $1.39B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17.4K
New
$77.94 - $79.5 $1.36M - $1.38M
17.4K $1.38B
VTI
Vanguard Total Stock Market Et

ETFs
4.28K
New
$243.75 - $303.93 $1.04M - $1.3M
4.28K $1.3B
PREF
Principal Spectrum Pfd Secs Ac

ETFs
66.9K
New
$18.21 - $18.97 $1.22M - $1.27M
66.9K $1.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.44K
New
$483.48 - $539.8 $1.18M - $1.31M
2.44K $1.18B
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.3K
New
$51.14 - $57.0 $1.04M - $1.16M
20.3K $1.16B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
0
New
$10.78 - $11.28 $0 - $0
0 $1.08B
GOOG
Alphabet Inc.

Communication Services
6.07K
New
$146.58 - $180.01 $889K - $1.09M
6.07K $1.08B
XLK
Technology Sector Spdr

ETFs
4.24K
New
$179.73 - $253.23 $762K - $1.07M
4.24K $1.07B
Ishares Bitcoin Trust ETF
17.5K
New
N/A
17.5K $1.07B
PGR
Progressive Corp

Financial Services
3.49K
New
$255.27 - $288.74 $891K - $1.01M
3.49K $932M
PLTR
Palantir Technologies Inc.

Technology
6.66K
New
$74.01 - $144.25 $493K - $961K
6.66K $908M
MBB
Ishares Tr

ETFs
9.42K
New
$91.41 - $94.22 $861K - $887K
9.42K $884M
IVV
Ishares Core S&P 500 ETF

ETFs
1.34K
New
$498.8 - $620.9 $666K - $829K
1.34K $829M
FICO
Fair Isaac Corp

Technology
444
New
$1503.62 - $2206.01 $668K - $979K
444 $812M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
0
New
$12.71 - $14.52 $0 - $0
0 $803M
WCN
Waste Connections, Inc.

Industrials
4.13K
New
$183.26 - $199.95 $756K - $825K
4.13K $770M
UNH
Unitedhealth Group Inc

Healthcare
2.34K
New
$274.35 - $599.47 $642K - $1.4M
2.34K $730M
BAC
Bank Of America Corp

Financial Services
15.4K
New
$34.39 - $47.46 $529K - $731K
15.4K $728M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
0
New
$9.73 - $11.03 $0 - $0
0 $728M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.58K
New
$430.72 - $497.52 $681K - $787K
1.58K $713M
JPM
Jpmorgan Chase & CO

Financial Services
2.44K
New
$210.28 - $289.91 $513K - $708K
2.44K $708M
SPGI
S&P Global Inc.

Financial Services
1.32K
New
$438.31 - $527.29 $577K - $694K
1.32K $694M
IYH
Ishares Tr

ETFs
12.2K
New
$53.97 - $60.17 $657K - $732K
12.2K $687M
DHR
Danaher Corp

Healthcare
3.39K
New
$174.64 - $205.16 $591K - $695K
3.39K $670M
MSCI
Msci Inc.

Financial Services
1.16K
New
$506.56 - $576.74 $586K - $667K
1.16K $667M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
0
New
$35.3 - $37.51 $0 - $0
0 $643M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.33K
New
$116.93 - $119.39 $623K - $636K
5.33K $634M
ADBE
Adobe Inc.

Technology
1.57K
New
$340.0 - $420.68 $534K - $661K
1.57K $608M
KNSL
Kinsale Capital Group, Inc.

Financial Services
0
New
$419.99 - $501.97 $0 - $0
0 $601M
SAP
Sap Se

Technology
1.96K
New
$237.53 - $309.8 $466K - $607K
1.96K $596M
IQLT
Ishares Msci Intl Quality Fact

ETFs
12.7K
New
$35.9 - $43.76 $456K - $556K
12.7K $549M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.1K
New
$45.88 - $54.4 $462K - $548K
10.1K $548M
Activity Summary
Buys All Purchases 488 New Holdings 488 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Boreal Capital Management LLC Portfolio

Follow Boreal Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boreal Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boreal Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email