COMMONS CAPITAL, LLC

data from 30/09/2025

Capitalization

$ 153.800 M 16.59 %

Average holding period

6 ans

Performance

$ 39.490 M 57.97 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in COMMONS CAPITAL, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 14.94% 22.970 M $ 123112 2021/12/31 3.609 M $ 18.10 %
2025/09/30 AAPL APPLE INC 5.14% 7.900 M $ 31024 2021/12/31 1.540 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC 4.64% 7.136 M $ 29353 2021/12/31 1.941 M $ 37.94 %
2025/09/30 AVGO BROADCOM INC 4.40% 6.763 M $ 20500 2021/12/31 1.103 M $ 19.68 %
2025/09/30 AMZN AMAZON COM INC 4.28% 6.581 M $ 29974 2021/12/31 5.254 K $ 0.08 %
2025/09/30 MSFT MICROSOFT CORP 4.10% 6.299 M $ 12161 2021/12/31 249.293 K $ 4.13 %
2025/09/30 ISHARES TR 3.08% 4.741 M $ 58400 2025/06/30 5.399 K $ 0.67 %
2025/09/30 PANW PALO ALTO NETWORKS INC 2.85% 4.389 M $ 21552 2022/06/30 -21.822 K $ -0.50 %
2025/09/30 META META PLATFORMS INC 2.52% 3.874 M $ 5276 2021/12/31 -18.946 K $ -0.50 %
2025/09/30 VOO VANGUARD INDEX FDS 1.90% 2.924 M $ 4774 2024/12/31 208.533 K $ 7.81 %
2025/09/30 TSPA T ROWE PRICE ETF INC 1.78% 2.743 M $ 65454 2025/03/31 196.526 K $ 7.77 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 1.77% 2.720 M $ 5547 2024/09/30 -102.430 K $ -3.72 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 1.76% 2.710 M $ 19226 2025/03/31 145.305 K $ 5.73 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.75% 2.698 M $ 2915 2021/12/31 -185.598 K $ -6.50 %
2025/09/30 IVLU ISHARES TR 1.74% 2.672 M $ 75315 2025/06/30 193.695 K $ 7.87 %
2025/09/30 GSL GLOBAL SHIP LEASE INC NEW 1.72% 2.640 M $ 86000 2025/03/31 377.540 K $ 16.69 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.53% 2.346 M $ 7438 2021/12/31 189.154 K $ 8.80 %
2025/09/30 GLD SPDR GOLD TR 1.51% 2.323 M $ 6534 2021/12/31 326.678 K $ 16.61 %
2025/09/30 ETN EATON CORP PLC 1.36% 2.089 M $ 5582 2025/03/31 95.982 K $ 4.83 %
2025/09/30 OWL BLUE OWL CAPITAL INC 1.35% 2.071 M $ 122323 2025/09/30 0.000 $ 0.00 %
2025/09/30 RIO RIO TINTO PLC 1.29% 1.980 M $ 30000 2025/03/31 0.000 $ 0.00 %
2025/09/30 HON HONEYWELL INTL INC 1.22% 1.879 M $ 8924 2021/12/31 -198.488 K $ -9.61 %
2025/09/30 NVO NOVO-NORDISK A S 1.08% 1.665 M $ 30000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NOW SERVICENOW INC 1.08% 1.660 M $ 1804 2021/12/31 -192.422 K $ -10.49 %
2025/09/30 PHM PULTE GROUP INC 1.04% 1.604 M $ 12140 2025/03/31 323.773 K $ 25.29 %
2025/09/30 VALE VALE S A 1.00% 1.539 M $ 141750 2024/12/31 27.599 K $ 11.84 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.95% 1.459 M $ 18251 2021/12/31 117.760 K $ 8.85 %
2025/09/30 PBR-A PETROLEO BRASILEIRO SA PETRO 0.92% 1.418 M $ 120000 2024/12/31 33.600 K $ 2.43 %
2025/09/30 FXI ISHARES TR 0.89% 1.369 M $ 33268 2025/06/30 145.713 K $ 11.92 %
2025/09/30 NOG NORTHERN OIL & GAS INC 0.89% 1.364 M $ 55000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 0.87% 1.332 M $ 49413 2025/03/31 12.483 K $ 1.01 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.84% 1.291 M $ 2661 2021/12/31 211.231 K $ 19.62 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.71% 1.091 M $ 3200 2022/06/30 156.999 K $ 16.92 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.71% 1.086 M $ 5645 2021/12/31 -161.380 K $ -12.98 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.69% 1.066 M $ 9888 2021/12/31 172.981 K $ 19.62 %
2025/09/30 IVV ISHARES TR 0.67% 1.037 M $ 1549 2024/12/31 71.535 K $ 7.79 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.67% 1.036 M $ 6152 2021/12/31 -91.738 K $ -8.17 %
2025/09/30 ZTS ZOETIS INC 0.66% 1.012 M $ 6917 2021/12/31 -67.005 K $ -6.17 %
2025/09/30 RMR RMR GROUP INC 0.66% 1.012 M $ 64311 2025/03/31 -38.789 K $ -3.79 %
2025/09/30 TJX TJX COS INC NEW 0.64% 979.280 K $ 6775 2021/12/31 142.003 K $ 17.05 %
2025/09/30 GOOG ALPHABET INC 0.64% 976.686 K $ 4010 2021/12/31 265.103 K $ 37.29 %
2025/09/30 VTIP VANGUARD MALVERN FDS 0.62% 954.108 K $ 18845 2025/03/31 6.454 K $ 0.72 %
2025/09/30 JPIE J P MORGAN EXCHANGE TRADED F 0.60% 923.301 K $ 19894 2025/03/31 1.695 K $ 0.19 %
2025/09/30 SCHO SCHWAB STRATEGIC TR 0.59% 903.282 K $ 37020 2025/03/31 713.000 $ 0.08 %
2025/09/30 FBND FIDELITY MERRIMACK STR TR 0.55% 845.159 K $ 18278 2025/06/30 8.478 K $ 1.07 %
2025/09/30 NVR NVR INC 0.53% 819.535 K $ 102 2025/03/31 66.198 K $ 8.79 %
2025/09/30 NEWT NEWTEKONE INC 0.53% 809.034 K $ 70658 2025/06/30 12.011 K $ 1.51 %
2025/09/30 PDD PDD HOLDINGS INC 0.48% 740.152 K $ 5600 2025/03/31 154.055 K $ 26.29 %
2025/09/30 XOM EXXON MOBIL CORP 0.44% 680.614 K $ 6036 2021/12/31 30.170 K $ 4.59 %
2025/09/30 DFH DREAM FINDERS HOMES INC 0.44% 675.890 K $ 26076 2025/03/31 33.240 K $ 3.14 %
2025/09/30 LNG CHENIERE ENERGY INC 0.40% 611.615 K $ 2603 2024/06/30 -21.879 K $ -3.51 %
2025/09/30 LGIH LGI HOMES INC 0.39% 593.062 K $ 11469 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.38% 587.320 K $ 5699 2021/12/31 30.365 K $ 5.40 %
2025/09/30 RXRX RECURSION PHARMACEUTICALS IN 0.38% 582.223 K $ 119308 2024/06/30 -21.153 K $ -3.56 %
2025/09/30 NFLX NETFLIX INC 0.38% 580.828 K $ 484 2024/06/30 -57.205 K $ -10.47 %
2025/09/30 PEP PEPSICO INC 0.37% 567.239 K $ 4039 2021/12/31 33.717 K $ 6.36 %
2025/09/30 TRMD TORM PLC 0.36% 556.740 K $ 27000 2025/06/30 106.920 K $ 23.77 %
2025/09/30 MED MEDIFAST INC 0.34% 519.460 K $ 38000 2024/06/30 -14.440 K $ -2.70 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.31% 480.151 K $ 4901 2024/06/30 22.887 K $ 5.01 %
2025/09/30 LLY ELI LILLY & CO 0.31% 472.797 K $ 620 2024/06/30 -10.215 K $ -2.12 %
2025/09/30 INNOVATOR ETFS TRUST 0.31% 470.274 K $ 17773 2025/09/30 0.000 $ 0.00 %
2025/09/30 ITOT ISHARES TR 0.30% 468.993 K $ 3220 2024/12/31 34.238 K $ 7.86 %
2025/09/30 SOUN SOUNDHOUND AI INC 0.29% 447.989 K $ 27860 2024/06/30 149.719 K $ 49.86 %
2025/09/30 IWF ISHARES TR 0.28% 430.584 K $ 919 2023/03/31 40.279 K $ 10.32 %
2025/09/30 SHEL SHELL PLC 0.28% 429.180 K $ 6000 2025/06/30 12.320 K $ 1.59 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.28% 428.815 K $ 2644 2021/12/31 -52.694 K $ -10.94 %
2025/09/30 EWS ISHARES INC 0.26% 396.760 K $ 14000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ONEQ FIDELITY COMWLTH TR 0.25% 386.359 K $ 4335 2025/03/31 36.878 K $ 11.27 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.25% 385.406 K $ 579 2024/09/30 27.838 K $ 7.83 %
2025/09/30 EMB ISHARES TR 0.25% 384.878 K $ 4043 2025/03/31 9.724 K $ 2.78 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.25% 378.011 K $ 8382 2024/06/30 -10.264 K $ -2.57 %
2025/09/30 TPCS TECHPRECISION CORP 0.24% 369.971 K $ 69413 2023/06/30 110.366 K $ 42.51 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.24% 369.520 K $ 5370 2025/06/30 71.596 K $ 24.18 %
2025/09/30 HD HOME DEPOT INC 0.24% 363.481 K $ 897 2021/12/31 34.772 K $ 10.51 %
2025/09/30 KOCT INNOVATOR ETFS TRUST 0.23% 350.144 K $ 10604 2025/06/30 27.145 K $ 8.26 %
2025/09/30 EOI EATON VANCE ENHANCED EQUITY 0.23% 349.431 K $ 16640 2024/09/30 1.198 K $ 0.38 %
2025/09/30 EVT EATON VANCE TAX ADVT DIV INC 0.23% 347.907 K $ 14229 2024/09/30 4.348 K $ 1.45 %
2025/09/30 WELL WELLTOWER INC 0.23% 346.643 K $ 1946 2024/06/30 47.404 K $ 15.88 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.22% 339.006 K $ 1828 2021/12/31 59.655 K $ 21.39 %
2025/09/30 INNOVATOR ETFS TRUST 0.22% 335.887 K $ 11827 2025/06/30 8.013 K $ 2.38 %
2025/09/30 ETV EATON VANCE TAX-MANAGED BUY- 0.22% 335.564 K $ 23548 2024/09/30 7.754 K $ 2.74 %
2025/09/30 IAPR INNOVATOR ETFS TRUST 0.22% 335.539 K $ 11159 2025/06/30 9.407 K $ 2.84 %
2025/09/30 TSAKOS ENERGY NAVIGATION LTD 0.22% 333.300 K $ 15000 2025/03/31 30.299 K $ 15.79 %
2025/09/30 EOS EATON VANCE ENHANCED EQUITY 0.21% 317.318 K $ 13260 2021/12/31 -3.689 K $ -1.16 %
2025/09/30 SDCI USCF ETF TR 0.19% 286.373 K $ 12451 2025/03/31 15.855 K $ 6.24 %
2025/09/30 URNM SPROTT FDS TR 0.18% 276.944 K $ 4583 2024/06/30 54.075 K $ 26.08 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 0.18% 272.483 K $ 943 2021/12/31 -4.423 K $ -1.56 %
2025/09/30 COP CONOCOPHILLIPS 0.17% 265.843 K $ 2810 2021/12/31 13.565 K $ 5.41 %
2025/09/30 ARCC ARES CAPITAL CORP 0.17% 265.330 K $ 13000 2024/12/31 -20.150 K $ -7.06 %
2025/09/30 BXMX NUVEEN S&P 500 BUY-WRITE INC 0.17% 261.634 K $ 18119 2021/12/31 8.471 K $ 4.03 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.16% 252.864 K $ 1463 2024/06/30 -2.028 K $ -0.83 %
2025/09/30 EXG EATON VANCE TAX-MANAGED GLOB 0.16% 252.463 K $ 27743 2024/09/30 7.974 K $ 4.00 %
2025/09/30 IWD ISHARES TR 0.16% 246.368 K $ 1210 2024/03/31 11.316 K $ 4.82 %
2025/09/30 VB VANGUARD INDEX FDS 0.16% 240.671 K $ 946 2025/03/31 15.518 K $ 7.30 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.16% 239.935 K $ 1483 2025/06/30 29.496 K $ 14.02 %
2025/09/30 FMS FRESENIUS MEDICAL CARE AG 0.15% 234.205 K $ 8895 2025/03/31 -19.924 K $ -7.84 %
2025/09/30 EDV VANGUARD WORLD FD 0.15% 231.897 K $ 3388 2025/03/31 3.640 K $ 1.71 %
2025/09/30 QQQ INVESCO QQQ TR 0.15% 230.298 K $ 384 2024/12/31 18.322 K $ 8.83 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.15% 228.685 K $ 455 2025/03/31 7.721 K $ 3.49 %
2025/09/30 V VISA INC 0.14% 213.911 K $ 627 2025/03/31 -8.557 K $ -3.85 %