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
KKR
Kkr & Co. Inc.

Financial Services
1.01K
New
$92.79 - $134.29 $93.6K - $135K
1.01K $134M
VIG
Vanguard Dividend Appreciation

ETFs
650
New
N/A
650 $134M
SHOP
Shopify Inc.

Technology
1.14K
New
$76.89 - $115.35 $87.7K - $131K
1.14K $131M
TSLA
Tesla, Inc.

Consumer Cyclical
0
New
$221.86 - $362.89 $0 - $0
0 $125M
LLY
Eli Lilly & CO

Healthcare
159
New
$713.71 - $898.95 $113K - $143K
159 $124M
ACWI
Ishares Msci Acwi ETF

ETFs
947
New
$103.59 - $128.6 $98.1K - $122K
947 $122M
EEM
Ishares Msci Emerging Markets

ETFs
2.52K
New
$38.52 - $48.28 $97.1K - $122K
2.52K $122M
SPSB
Spdr Portfolio Short Term Corp

ETFs
0
New
$29.82 - $30.19 $0 - $0
0 $121M
IGF
Ishares Global Infrastructure

ETFs
2.02K
New
$50.55 - $59.83 $102K - $121K
2.02K $120M
EUFN
Ishares Msci Europe Financials

ETFs
3.78K
New
$24.77 - $32.27 $93.5K - $122K
3.78K $119M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
0
New
$23.29 - $23.38 $0 - $0
0 $117M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.23K
New
$41.45 - $54.46 $92.4K - $121K
2.23K $116M
RTX
Raytheon Technologies Corp

Industrials
758
New
$113.75 - $148.48 $86.2K - $113K
758 $111M
XLV
Select Sector Spdr Fund Health

ETFs
810
New
$128.77 - $144.3 $104K - $117K
810 $109M
BOTZ
Global X Fds

ETFs
3.31K
New
$24.51 - $32.65 $81.1K - $108K
3.31K $108M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.5K
New
$40.82 - $43.14 $102K - $108K
2.5K $108M
IYF
Ishares Tr

ETFs
858
New
$99.23 - $120.99 $85.1K - $104K
858 $104M
CME
Cme Group Inc.

Financial Services
370
New
$252.37 - $290.71 $93.4K - $108K
370 $102M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.81K
New
$45.98 - $56.15 $83.1K - $101K
1.81K $101M
UGL
Pro Shares Trust Ii

ETFs
2.89K
New
$33.88 - $151.78 $98K - $439K
2.89K $100M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1.32K
New
$67.02 - $83.8 $88.3K - $110K
1.32K $100M
TLT
Ishares Barclays 20+ Year Trea

ETFs
0
New
$83.97 - $92.85 $0 - $0
0 $97.1M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
800
New
$107.61 - $119.09 $86.1K - $95.3K
800 $94.9M
CSCO
Cisco Systems, Inc.

Technology
1.36K
New
$53.19 - $69.38 $72.1K - $94K
1.36K $94M
C
Citigroup Inc

Financial Services
1.1K
New
$58.13 - $85.12 $63.7K - $93.2K
1.1K $93.2M
UL
Unilever PLC

Consumer Defensive
1.42K
New
$57.9 - $65.43 $82.3K - $93K
1.42K $87M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
0
New
$20.23 - $21.04 $0 - $0
0 $84.2M
LMT
Lockheed Martin Corp

Industrials
179
New
$430.82 - $486.45 $77.1K - $87.1K
179 $82.9M
PGF
Invesco Exchange Traded Fd Tr

ETFs
5.85K
New
$13.7 - $14.31 $80.1K - $83.7K
5.85K $82.5M
CADL
Candel Therapeutics, Inc.

Healthcare
16K
New
$4.39 - $6.04 $70.2K - $96.6K
16K $81M
AAL
American Airlines Group Inc.

Industrials
7.09K
New
N/A
7.09K $79.5M
AXP
American Express CO

Financial Services
249
New
$231.39 - $318.98 $57.6K - $79.4K
249 $79.4M
UCO
Pro Shares Trust Ii

ETFs
3.5K
New
$18.66 - $27.87 $65.3K - $97.5K
3.5K $78.4M
ONON
On Holding Ag

Consumer Cyclical
1.5K
New
$37.65 - $60.68 $56.5K - $91K
1.5K $78.1M
MO
Altria Group, Inc.

Consumer Defensive
1.3K
New
$55.56 - $60.91 $72.2K - $79.2K
1.3K $77.4M
PG
Procter & Gamble CO

Consumer Defensive
0
New
$157.66 - $172.39 $0 - $0
0 $74.6M
SIVR
Abrdn Silver ETF Trust

ETFs
2.1K
New
$28.36 - $35.37 $59.6K - $74.4K
2.1K $72.4M
MS
Morgan Stanley

Financial Services
504
New
$99.83 - $140.86 $50.3K - $71K
504 $71M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
159
New
$421.16 - $509.5 $67K - $81K
159 $70.8M
GE
General Electric CO

Industrials
269
New
$166.81 - $257.39 $44.9K - $69.2K
269 $69.2M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
3.08K
New
$19.33 - $22.25 $59.4K - $68.4K
3.08K $68.4M
Canadian Pacific Kansas City
856
New
N/A
856 $68M
EWJ
Ishares Msci Japan ETF

ETFs
900
New
$61.32 - $75.28 $55.2K - $67.8K
900 $67.5M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
0
New
$23.96 - $24.27 $0 - $0
0 $65.5M
PHK
Pimco High Income Fund

Financial Services
13.1K
New
$4.43 - $4.88 $58.2K - $64.2K
13.1K $63.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
350
New
$152.93 - $181.74 $53.5K - $63.6K
350 $63.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
0
New
N/A
0 $63.1M
Linde PLC
134
New
N/A
134 $62.9M
TXN
Texas Instruments Inc

Technology
300
New
N/A
300 $62.3M
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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