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
PANW
Palo Alto Networks Inc

Technology
1.52K
New
$152.44 - $204.64 $231K - $310K
1.52K $310M
UBER
Uber Technologies, Inc

Technology
3.18K
New
$64.62 - $93.3 $206K - $297K
3.18K $297M
MTD
Mettler Toledo International Inc

Healthcare
252
New
$970.15 - $1216.57 $244K - $307K
252 $296M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.5K
New
$166.82 - $194.23 $250K - $291K
1.5K $291M
T
At&T Inc.

Communication Services
10.1K
New
$26.33 - $28.94 $265K - $291K
10.1K $291M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
0
New
$22.36 - $23.73 $0 - $0
0 $287M
MGK
Vanguard Mega Cap Growth ETF

ETFs
780
New
$273.67 - $366.17 $213K - $286K
780 $286M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.18K
New
$72.96 - $90.39 $232K - $287K
3.18K $284M
IBHE
Ishares Ibonds 2025 Term High

ETFs
0
New
$22.98 - $23.27 $0 - $0
0 $274M
MRK
Merck & Co., Inc.

Healthcare
3.3K
New
$73.47 - $87.12 $242K - $287K
3.3K $264M
MRVL
Marvell Technology, Inc.

Technology
3.38K
New
$49.38 - $79.97 $167K - $270K
3.38K $261M
ISRG
Intuitive Surgical Inc

Healthcare
477
New
$451.58 - $565.94 $215K - $270K
477 $259M
WMT
Walmart Inc.

Consumer Defensive
2.57K
New
$81.79 - $99.98 $210K - $257K
2.57K $252M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
0
New
$49.98 - $50.26 $0 - $0
0 $251M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.41K
New
$68.13 - $74.77 $232K - $255K
3.41K $248M
JNK
Spdr Bloomberg High Yield Bond

ETFs
0
New
$91.23 - $97.27 $0 - $0
0 $244M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.4K
New
$83.8 - $101.39 $201K - $243K
2.4K $243M
ACN
Accenture PLC

Technology
811
New
$279.23 - $323.21 $226K - $262K
811 $242M
CRM
Salesforce, Inc.

Technology
884
New
$236.26 - $291.15 $209K - $257K
884 $241M
PEP
Pepsico Inc

Consumer Defensive
1.8K
New
$128.02 - $151.37 $231K - $273K
1.8K $238M
BCAT
Black Rock Capital Allocation Trust

ETFs
15.7K
New
$13.2 - $15.27 $207K - $240K
15.7K $238M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
14.7K
New
$13.91 - $16.31 $204K - $239K
14.7K $235M
PM
Philip Morris International Inc.

Consumer Defensive
1.26K
New
$149.23 - $184.95 $187K - $232K
1.26K $230M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
0
New
$22.57 - $23.23 $0 - $0
0 $228M
IAU
Ishares Gold Trust

ETFs
3.61K
New
$56.1 - $64.74 $202K - $233K
3.61K $225M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
0
New
$25.27 - $27.14 $0 - $0
0 $223M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.14K
New
$91.57 - $110.76 $196K - $237K
2.14K $206M
NKE
Nike, Inc.

Consumer Cyclical
2.86K
New
$53.27 - $72.04 $153K - $206K
2.86K $205M
NDAQ
Nasdaq, Inc.

Financial Services
2.27K
New
$66.4 - $89.42 $151K - $203K
2.27K $203M
IWM
Ishares Russell 2000 ETF

ETFs
925
New
$174.82 - $215.79 $162K - $200K
925 $200M
COP
Conocophillips

Energy
2.22K
New
$82.66 - $106.1 $183K - $235K
2.22K $199M
Amplify ETF Tr
2.28K
New
N/A
2.28K $196M
IEF
Ishares Barclays

ETFs
1.99K
New
$93.15 - $96.56 $185K - $192K
1.99K $190M
MCD
Mcdonalds Corp

Consumer Cyclical
651
New
$285.55 - $321.23 $186K - $209K
651 $190M
KO
Coca Cola CO

Consumer Defensive
2.67K
New
$68.37 - $73.9 $182K - $197K
2.67K $190M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.22K
New
$73.0 - $85.5 $162K - $190K
2.22K $187M
PAVE
Global X Fds Us Infrastructure

ETFs
4K
New
$33.78 - $43.68 $135K - $175K
4K $175M
CVX
Chevron Corp

Energy
1.19K
New
$133.73 - $168.51 $159K - $200K
1.19K $170M
STWD
Starwood Property Trust, Inc.

Real Estate
8K
New
$17.28 - $20.41 $138K - $163K
8K $164M
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
41.6K
New
$2.55 - $3.93 $106K - $164K
41.6K $160M
TMO
Thermo Fisher Scientific Inc.

Healthcare
393
New
$390.26 - $489.06 $153K - $192K
393 $160M
BMY
Bristol Myers Squibb CO

Healthcare
3.39K
New
$44.12 - $59.6 $149K - $202K
3.39K $157M
SLV
I Shares Silver Trust

ETFs
4.74K
New
$27.08 - $33.74 $128K - $160K
4.74K $156M
AON
Aon PLC

Financial Services
434
New
$335.85 - $398.81 $146K - $173K
434 $155M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
0
New
$25.04 - $25.18 $0 - $0
0 $154M
ICE
Intercontinental Exchange, Inc.

Financial Services
835
New
$151.62 - $183.47 $127K - $153K
835 $153M
HYG
Ishares Tr

ETFs
0
New
$75.75 - $80.65 $0 - $0
0 $149M
IEMG
Ishares Inc

ETFs
2.43K
New
N/A
2.43K $146M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.07K
New
$121.58 - $136.74 $130K - $146K
1.07K $145M
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
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