Silverleafe Capital Partners, LLC Top Holdings and 13F Report (2026)

About Silverleafe Capital Partners, LLC

Investment Activity

Silverleafe Capital Partners, LLC has $366.78 million in total holdings as of June 30, 2026.
Silverleafe Capital Partners, LLC owns shares of 99 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 12.10% of the portfolio was purchased this quarter.
About 18.83% of the portfolio was sold this quarter.
This quarter, Silverleafe Capital Partners, LLC has purchased 95 new stocks and bought additional shares in 40 stocks.
Silverleafe Capital Partners, LLC sold shares of 24 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Invesco QQQ: $39,697,202
iShares Core S&P 500 ETF: $34,066,235
FedEx: $21,589,586
Berkshire Hathaway: $20,967,800
Apple: $17,974,820

Largest New Holdings this Quarter

92206C706 - Vanguard Intermediate-Term Treasury ETF: $13,375,898 Holding
78464A631 - SPDR S&P Aerospace & Defense ETF: $4,411,074 Holding
92206C847 - Vanguard Long-Term Treasury ETF: $3,387,049 Holding
81369Y100 - Materials Select Sector SPDR Fund: $2,720,185 Holding
N97284108 - Yandex: $934,296 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury ETF: 226,787 shares (about $13.38M)
Vanguard Mid-Cap ETF: 104,160 shares (about $8.39M)
SPDR S&P Aerospace & Defense ETF: 15,543 shares (about $4.41M)
Vanguard Long-Term Treasury ETF: 61,382 shares (about $3.39M)
Materials Select Sector SPDR Fund: 53,515 shares (about $2.72M)

Largest Sales this Quarter

Westrock Coffee: 3,748,488 shares (about $30.40M)
Micron Technology: 2,901 shares (about $3.35M)
Vanguard Small-Cap ETF: 7,174 shares (about $2.17M)
PALANTIR TECHNOLOGIES INC CL A: 16,178 shares (about $1.89M)
iShares Russell 2000 ETF: 5,604 shares (about $1.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQ Invesco QQQ	$39,697,202	$175,264 â–²	0.4%	53,907	10.8%	ETF
IVV iShares Core S&P 500 ETF	$34,066,235	$355,723 â–²	1.1%	45,489	9.3%	ETF
FDX FedEx	$21,589,586	$156,251 â–¼	-0.7%	68,948	5.9%	Industrials
BRK.A Berkshire Hathaway	$20,967,800		0.0%	28	5.7%	Finance
AAPL Apple	$17,974,820	$9,838 â–¼	-0.1%	62,119	4.9%	Technology
JNK SPDR Bloomberg High Yield Bond ETF	$15,811,718	$493,414 â–¼	-3.0%	164,073	4.3%	ETF
SOXX iShares Semiconductor ETF	$14,890,339	$292,181 â–¼	-1.9%	23,239	4.1%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$13,375,898	$13,375,898 â–²	New Holding	226,787	3.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$12,909,550	$176,741 â–²	1.4%	133,667	3.5%	ETF
VB Vanguard Small-Cap ETF	$11,166,487	$2,174,554 â–¼	-16.3%	36,839	3.0%	ETF
VO Vanguard Mid-Cap ETF	$11,151,968	$8,392,196 â–²	304.1%	138,413	3.0%	ETF
RANGE NUCLEAR RENAISSANCE INDEX ETF	$9,777,610	$144,295 â–²	1.5%	143,451	2.7%	ETF
AZO AutoZone	$9,484,495	$345,123 â–²	3.8%	2,968	2.6%	Consumer Discretionary
IAU iShares Gold Trust	$8,807,351	$1,219,036 â–¼	-12.2%	116,638	2.4%	ETF
DEFIANCE AI & POWER INFRASTRUCTURE ETF	$8,553,328	$2,151,036 â–²	33.6%	256,011	2.3%	ETF
WEST Westrock Coffee	$7,852,240	$30,400,238 â–¼	-79.5%	968,217	2.1%	Consumer Staples
MU Micron Technology	$6,126,013	$3,348,702 â–¼	-35.3%	5,307	1.7%	Technology
UFO Procure Space ETF	$5,937,105	$1,497,856 â–²	33.7%	117,172	1.6%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$5,377,085	$41,125 â–²	0.8%	52,562	1.5%	ETF
XAR SPDR S&P Aerospace & Defense ETF	$4,411,074	$4,411,074 â–²	New Holding	15,543	1.2%	ETF
MRVL Marvell Technology	$4,347,109	$240,099 â–²	5.8%	14,593	1.2%	Technology
AIQ Global X Artificial Intelligence & Technology ETF	$4,253,596	$19,814 â–²	0.5%	64,832	1.2%	ETF
WALMART INC COM	$3,814,257	$30,807 â–²	0.8%	33,677	1.0%	Stock
GOOG Alphabet	$3,770,828	$3,533 â–²	0.1%	10,672	1.0%	Communication Services
HBAN Huntington Bancshares	$3,719,335		0.0%	209,776	1.0%	Finance
VGLT Vanguard Long-Term Treasury ETF	$3,387,049	$3,387,049 â–²	New Holding	61,382	0.9%	ETF
MSFT Microsoft	$2,938,188	$746 â–²	0.0%	7,877	0.8%	Technology
LULU lululemon athletica	$2,888,754	$285,450 â–²	11.0%	25,300	0.8%	Consumer Discretionary
GE VERNOVA INC COM	$2,867,833	$189,152 â–²	7.1%	2,441	0.8%	Stock
XLB Materials Select Sector SPDR Fund	$2,720,185	$2,720,185 â–²	New Holding	53,515	0.7%	ETF
PALANTIR TECHNOLOGIES INC CL A	$2,543,173	$1,887,488 â–¼	-42.6%	21,798	0.7%	Stock
KLAC KLA	$2,305,366	$2,121,625 â–²	1,154.7%	7,641	0.6%	Technology
SPY SPDR S&P 500 ETF Trust	$2,101,624	$50,786 â–²	2.5%	2,814	0.6%	ETF
IWM iShares Russell 2000 ETF	$2,094,589	$1,683,603 â–¼	-44.6%	6,972	0.6%	ETF
VRT Vertiv	$2,069,522	$1,291,066 â–¼	-38.4%	6,181	0.6%	Industrials
NVDA NVIDIA	$2,039,664	$251,707 â–²	14.1%	10,194	0.6%	Technology
CORE SCIENTIFIC INC NEW COM	$1,866,791		0.0%	72,950	0.5%	Stock
LAM RESEARCH CORP COM NEW	$1,866,352	$349,264 â–²	23.0%	4,307	0.5%	Stock
AMKR Amkor Technology	$1,702,266	$148,747 â–¼	-8.0%	19,741	0.5%	Technology
CTVA Corteva	$1,640,050		0.0%	19,365	0.4%	Materials
AVGO Broadcom	$1,637,233	$134,107 â–²	8.9%	4,334	0.4%	Technology
ROCKET LAB CORP COM	$1,320,332	$149,730 â–²	12.8%	12,989	0.4%	Stock
ISHARES BITCOIN TRUST ETF	$1,237,843	$402,039 â–¼	-24.5%	37,184	0.3%	ETF
AMZN Amazon.com	$1,191,700		0.0%	5,000	0.3%	Consumer Discretionary
VST Vistra	$1,187,028	$85,977 â–²	7.8%	7,483	0.3%	Utilities
MMM 3M	$1,133,370		0.0%	7,000	0.3%	Industrials
PWR Quanta Services	$1,093,021	$71,284 â–¼	-6.1%	1,518	0.3%	Industrials
CVX Chevron	$1,076,979	$1,989 â–²	0.2%	6,497	0.3%	Energy
YNDX Yandex	$934,296	$934,296 â–²	New Holding	3,383	0.3%	Technology
LITE Lumentum	$915,550	$239,399 â–²	35.4%	1,067	0.2%	Technology
MPWR Monolithic Power Systems	$863,975	$240,531 â–²	38.6%	625	0.2%	Technology
IUSB iShares Core Total USD Bond Market ETF	$852,106	$7,384 â–²	0.9%	18,464	0.2%	ETF
TSEM Tower Semiconductor	$745,430	$21,894 â–²	3.0%	2,860	0.2%	Technology
BRK.B Berkshire Hathaway	$724,064		0.0%	1,447	0.2%	Finance
ELDRIDGE AAA CLO ETF	$682,908	$8,120 â–²	1.2%	26,660	0.2%	ETF
MCD McDonald's	$635,220		0.0%	2,350	0.2%	Consumer Discretionary
TSLA Tesla	$601,559	$15,565 â–¼	-2.5%	1,430	0.2%	Consumer Discretionary
ABBV AbbVie	$574,757	$503 â–²	0.1%	2,284	0.2%	Healthcare
QQQM Invesco NASDAQ 100 ETF	$566,554		0.0%	1,870	0.2%	ETF
AAOI Applied Optoelectronics	$538,920	$63,568 â–²	13.4%	3,637	0.1%	Technology
SPG Simon Property Group	$536,760		0.0%	2,400	0.1%	Real Estate
DEFIANCE QUANTUM ETF	$533,734	$331 â–²	0.1%	3,227	0.1%	ETF
MPC Marathon Petroleum	$511,340		0.0%	2,000	0.1%	Energy
CBRE CBRE Group	$500,508	$269,380 â–¼	-35.0%	3,716	0.1%	Real Estate
NKE NIKE	$493,011	$205,661 â–²	71.6%	12,010	0.1%	Consumer Discretionary
VNO Vornado Realty Trust	$471,600		0.0%	12,000	0.1%	Real Estate
SPXL Direxion Daily S&P 500 Bull 3x Shares	$471,502	$486,389 â–¼	-50.8%	1,742	0.1%	ETF
INDA iShares MSCI India ETF	$468,464	$9,680 â–¼	-2.0%	9,485	0.1%	ETF
SLB SLB	$464,900		0.0%	10,000	0.1%	Energy
AMD Advanced Micro Devices	$460,662	$460,662 â–²	New Holding	793	0.1%	Technology
QNITY ELECTRONICS INC COMMON STOCK	$424,116		0.0%	2,597	0.1%	Stock
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$414,121		0.0%	4,519	0.1%	ETF
QLD ProShares Ultra QQQ	$403,102		0.0%	4,166	0.1%	ETF
UPS United Parcel Service	$398,964	$55,367 â–²	16.1%	3,711	0.1%	Industrials
CMS CMS Energy	$382,500		0.0%	5,000	0.1%	Utilities
CIBR First Trust Nasdaq Cybersecurity ETF	$362,112	$6,649 â–¼	-1.8%	4,030	0.1%	ETF
CELESTICA INC COM	$359,693	$66,758 â–²	22.8%	986	0.1%	Stock
AGG iShares Core U.S. Aggregate Bond ETF	$340,974	$297 â–¼	-0.1%	3,445	0.1%	ETF
UWM ProShares Ultra Russell 2000	$328,889		0.0%	4,892	0.1%	ETF
SLV iShares Silver Trust	$323,916	$46,251 â–¼	-12.5%	6,058	0.1%	ETF
SSO ProShares Ultra S&P500	$319,651		0.0%	4,744	0.1%	ETF
CAT Caterpillar	$312,642	$8,507 â–¼	-2.6%	294	0.1%	Industrials
IWR iShares Russell Mid-Cap ETF	$291,245		0.0%	2,640	0.1%	ETF
RHP Ryman Hospitality Properties	$289,238		0.0%	2,250	0.1%	Real Estate
GOOS Canada Goose	$285,300		0.0%	30,000	0.1%	Consumer Discretionary
SCI Service Corporation International	$284,850		0.0%	3,750	0.1%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$274,644	$1,183 â–²	0.4%	1,161	0.1%	ETF
CX Cemex	$240,804		0.0%	20,067	0.1%	Materials
TQQQ ProShares UltraPro QQQ	$236,437	$236,437 â–²	New Holding	2,919	0.1%	ETF
DUPONT DE NEMOURS INC COMMON STOCK	$234,793	$234,793 â–²	New Holding	1,731	0.1%	Stock
AXTI AXT	$234,260	$23,570 â–¼	-9.1%	3,250	0.1%	Technology
PDI PIMCO Dynamic Income Fund	$227,733	$21,993 â–²	10.7%	13,637	0.1%	Finance
HD Home Depot	$227,297	$2,824 â–²	1.3%	644	0.1%	Consumer Discretionary
GOF Guggenheim Strategic Opportunities Fund	$223,587	$38,089 â–²	20.5%	20,475	0.1%	Finance
ORLY O'Reilly Automotive	$222,950	$222,950 â–²	New Holding	2,421	0.1%	Consumer Discretionary
GOOGL Alphabet	$219,619	$219,619 â–²	New Holding	615	0.1%	Communication Services
GS The Goldman Sachs Group	$210,269	$211,280 â–¼	-50.1%	208	0.1%	Finance
CLOV Clover Health Investments	$209,600		0.0%	40,000	0.1%	Healthcare
PFF iShares Preferred and Income Securities ETF	$205,703	$2,348 â–²	1.2%	6,747	0.1%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$0	$17,705,609 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Silverleafe Capital Partners, LLC Top Holdings and 13F Report (2026)

About Silverleafe Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Silverleafe Capital Partners, LLC Top Holdings and 13F Report (2026)

About Silverleafe Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSilverleafe Capital Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools