Silverleafe Capital Partners, LLC Top Holdings and 13F Report (2026) About Silverleafe Capital Partners, LLCInvestment ActivitySilverleafe 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 $39,697,202iShares Core S&P 500 ETF $34,066,235FedEx $21,589,586Berkshire Hathaway $20,967,800Apple $17,974,820 Largest New Holdings this Quarter 92206C706 - Vanguard Intermediate-Term Treasury ETF $13,375,898 Holding78464A631 - SPDR S&P Aerospace & Defense ETF $4,411,074 Holding92206C847 - Vanguard Long-Term Treasury ETF $3,387,049 Holding81369Y100 - Materials Select Sector SPDR Fund $2,720,185 HoldingN97284108 - 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 TimeMap of 500 Largest Holdings ofSilverleafe Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$39,697,202$175,264 â–²0.4%53,90710.8%FinanceIVViShares Core S&P 500 ETF$34,066,235$355,723 â–²1.1%45,4899.3%ETFFDXFedEx$21,589,586$156,251 â–¼-0.7%68,9485.9%TransportationBRK.ABerkshire Hathaway$20,967,8000.0%285.7%FinanceAAPLApple$17,974,820$9,838 â–¼-0.1%62,1194.9%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$15,811,718$493,414 â–¼-3.0%164,0734.3%FinanceSOXXiShares Semiconductor ETF$14,890,339$292,181 â–¼-1.9%23,2394.1%ETFVGITVanguard Intermediate-Term Treasury ETF$13,375,898$13,375,898 â–²New Holding226,7873.6%ETFIEFAiShares Core MSCI EAFE ETF$12,909,550$176,741 â–²1.4%133,6673.5%ETFVBVanguard Small-Cap ETF$11,166,487$2,174,554 â–¼-16.3%36,8393.0%ETFVOVanguard Mid-Cap ETF$11,151,968$8,392,196 â–²304.1%138,4133.0%ETFRANGE NUCLEAR RENAISSANCE INDEX ETF$9,777,610$144,295 â–²1.5%143,4512.7%ETFAZOAutoZone$9,484,495$345,123 â–²3.8%2,9682.6%Retail/WholesaleIAUiShares Gold Trust$8,807,351$1,219,036 â–¼-12.2%116,6382.4%FinanceDEFIANCE AI & POWER INFRASTRUCTURE ETF$8,553,328$2,151,036 â–²33.6%256,0112.3%ETFWESTWestrock Coffee$7,852,240$30,400,238 â–¼-79.5%968,2172.1%Consumer StaplesMUMicron Technology$6,126,013$3,348,702 â–¼-35.3%5,3071.7%Computer and TechnologyUFOProcure Space ETF$5,937,105$1,497,856 â–²33.7%117,1721.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$5,377,085$41,125 â–²0.8%52,5621.5%ManufacturingXARSPDR S&P Aerospace & Defense ETF$4,411,074$4,411,074 â–²New Holding15,5431.2%ETFMRVLMarvell Technology$4,347,109$240,099 â–²5.8%14,5931.2%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$4,253,596$19,814 â–²0.5%64,8321.2%ETFWALMART INC COM$3,814,257$30,807 â–²0.8%33,6771.0%StockGOOGAlphabet$3,770,828$3,533 â–²0.1%10,6721.0%Computer and TechnologyHBANHuntington Bancshares$3,719,3350.0%209,7761.0%FinanceVGLTVanguard Long-Term Treasury ETF$3,387,049$3,387,049 â–²New Holding61,3820.9%ETFMSFTMicrosoft$2,938,188$746 â–²0.0%7,8770.8%Computer and TechnologyLULUlululemon athletica$2,888,754$285,450 â–²11.0%25,3000.8%Consumer DiscretionaryGE VERNOVA INC COM$2,867,833$189,152 â–²7.1%2,4410.8%StockXLBMaterials Select Sector SPDR Fund$2,720,185$2,720,185 â–²New Holding53,5150.7%ETFPALANTIR TECHNOLOGIES INC CL A$2,543,173$1,887,488 â–¼-42.6%21,7980.7%StockKLACKLA$2,305,366$2,121,625 â–²1,154.7%7,6410.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,101,624$50,786 â–²2.5%2,8140.6%FinanceIWMiShares Russell 2000 ETF$2,094,589$1,683,603 â–¼-44.6%6,9720.6%FinanceVRTVertiv$2,069,522$1,291,066 â–¼-38.4%6,1810.6%Computer and TechnologyNVDANVIDIA$2,039,664$251,707 â–²14.1%10,1940.6%Computer and TechnologyCORE SCIENTIFIC INC NEW COM$1,866,7910.0%72,9500.5%StockLAM RESEARCH CORP COM NEW$1,866,352$349,264 â–²23.0%4,3070.5%StockAMKRAmkor Technology$1,702,266$148,747 â–¼-8.0%19,7410.5%Computer and TechnologyCTVACorteva$1,640,0500.0%19,3650.4%Consumer StaplesAVGOBroadcom$1,637,233$134,107 â–²8.9%4,3340.4%Computer and TechnologyROCKET LAB CORP COM$1,320,332$149,730 â–²12.8%12,9890.4%StockISHARES BITCOIN TRUST ETF$1,237,843$402,039 â–¼-24.5%37,1840.3%ETFAMZNAmazon.com$1,191,7000.0%5,0000.3%Retail/WholesaleVSTVistra$1,187,028$85,977 â–²7.8%7,4830.3%UtilitiesMMM3M$1,133,3700.0%7,0000.3%Multi-Sector ConglomeratesPWRQuanta Services$1,093,021$71,284 â–¼-6.1%1,5180.3%ConstructionCVXChevron$1,076,979$1,989 â–²0.2%6,4970.3%EnergyYNDXYandex$934,296$934,296 â–²New Holding3,3830.3%Computer and TechnologyLITELumentum$915,550$239,399 â–²35.4%1,0670.2%Computer and TechnologyMPWRMonolithic Power Systems$863,975$240,531 â–²38.6%6250.2%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$852,106$7,384 â–²0.9%18,4640.2%ManufacturingTSEMTower Semiconductor$745,430$21,894 â–²3.0%2,8600.2%Computer and TechnologyBRK.BBerkshire Hathaway$724,0640.0%1,4470.2%FinanceELDRIDGE AAA CLO ETF$682,908$8,120 â–²1.2%26,6600.2%ETFMCDMcDonald's$635,2200.0%2,3500.2%Retail/WholesaleTSLATesla$601,559$15,565 â–¼-2.5%1,4300.2%Auto/Tires/TrucksABBVAbbVie$574,757$503 â–²0.1%2,2840.2%MedicalQQQMInvesco NASDAQ 100 ETF$566,5540.0%1,8700.2%ETFAAOIApplied Optoelectronics$538,920$63,568 â–²13.4%3,6370.1%Computer and TechnologySPGSimon Property Group$536,7600.0%2,4000.1%FinanceDEFIANCE QUANTUM ETF$533,734$331 â–²0.1%3,2270.1%ETFMPCMarathon Petroleum$511,3400.0%2,0000.1%EnergyCBRECBRE Group$500,508$269,380 â–¼-35.0%3,7160.1%FinanceNKENIKE$493,011$205,661 â–²71.6%12,0100.1%Consumer DiscretionaryVNOVornado Realty Trust$471,6000.0%12,0000.1%FinanceSPXLDirexion Daily S&P 500 Bull 3x Shares$471,502$486,389 â–¼-50.8%1,7420.1%ETFINDAiShares MSCI India ETF$468,464$9,680 â–¼-2.0%9,4850.1%ETFSLBSLB$464,9000.0%10,0000.1%EnergyAMDAdvanced Micro Devices$460,662$460,662 â–²New Holding7930.1%Computer and TechnologyQNITY ELECTRONICS INC COMMON STOCK$424,1160.0%2,5970.1%StockBILSPDR Bloomberg 1-3 Month T-Bill ETF$414,1210.0%4,5190.1%ETFQLDProShares Ultra QQQ$403,1020.0%4,1660.1%ETFUPSUnited Parcel Service$398,964$55,367 â–²16.1%3,7110.1%TransportationCMSCMS Energy$382,5000.0%5,0000.1%UtilitiesCIBRFirst Trust Nasdaq Cybersecurity ETF$362,112$6,649 â–¼-1.8%4,0300.1%ManufacturingCELESTICA INC COM$359,693$66,758 â–²22.8%9860.1%StockAGGiShares Core U.S. Aggregate Bond ETF$340,974$297 â–¼-0.1%3,4450.1%FinanceUWMProShares Ultra Russell 2000$328,8890.0%4,8920.1%ETFSLViShares Silver Trust$323,916$46,251 â–¼-12.5%6,0580.1%ETFSSOProShares Ultra S&P500$319,6510.0%4,7440.1%ETFCATCaterpillar$312,642$8,507 â–¼-2.6%2940.1%IndustrialsIWRiShares Russell Mid-Cap ETF$291,2450.0%2,6400.1%ETFRHPRyman Hospitality Properties$289,2380.0%2,2500.1%FinanceGOOSCanada Goose$285,3000.0%30,0000.1%Retail/WholesaleSCIService Corporation International$284,8500.0%3,7500.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$274,644$1,183 â–²0.4%1,1610.1%ETFCXCemex$240,8040.0%20,0670.1%ConstructionTQQQProShares UltraPro QQQ$236,437$236,437 â–²New Holding2,9190.1%ETFDUPONT DE NEMOURS INC COMMON STOCK$234,793$234,793 â–²New Holding1,7310.1%StockAXTIAXT$234,260$23,570 â–¼-9.1%3,2500.1%Computer and TechnologyPDIPIMCO Dynamic Income Fund$227,733$21,993 â–²10.7%13,6370.1%Financial ServicesHDHome Depot$227,297$2,824 â–²1.3%6440.1%Retail/WholesaleGOFGuggenheim Strategic Opportunities Fund$223,587$38,089 â–²20.5%20,4750.1%Financial ServicesORLYO'Reilly Automotive$222,950$222,950 â–²New Holding2,4210.1%Retail/WholesaleGOOGLAlphabet$219,619$219,619 â–²New Holding6150.1%Computer and TechnologyGSThe Goldman Sachs Group$210,269$211,280 â–¼-50.1%2080.1%FinanceCLOVClover Health Investments$209,6000.0%40,0000.1%MedicalPFFiShares Preferred and Income Securities ETF$205,703$2,348 â–²1.2%6,7470.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$17,705,609 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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