Shearwater Capital LLC Portfolio Holdings by Sector

Shearwater Capital LLC

$147 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFIV DFUV DFAT DFAI DFEM DFUS DFNM 25 stocks	$102,615 81.08% of portfolio	10	11	1	-	0 Calls 0 Puts
Software—Application \| Technology DOCU 1 stocks	$10,291 8.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3,141 2.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AI 1 stocks	$2,316 1.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,825 1.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ADBE ORCL AFRM 3 stocks	$1,709 1.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$727 0.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials STLD 1 stocks	$715 0.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$617 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$578 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$456 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare HUM 1 stocks	$402 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE 1 stocks	$348 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$307 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$293 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$216 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

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