Cercano Management LLC

data from 30/09/2025

Capitalization

$ 2.610 B -25.53 %

Average holding period

5 ans

Performance

$ 1.518 B 51.39 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Cercano Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 12.65% 330.143 M $ 637403 2022/12/31 16.614 M $ 4.13 %
2025/09/30 UNP UNION PAC CORP 9.98% 260.506 M $ 1102113 2022/12/31 6.729 M $ 2.73 %
2025/09/30 XPO XPO INC 9.64% 251.559 M $ 1945996 2022/12/31 6.243 M $ 2.36 %
2025/09/30 QXO QXO INC 7.73% 201.756 M $ 10585316 2024/09/30 -28.285 M $ -11.51 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 4.54% 118.388 M $ 624081 2024/03/31 6.244 M $ 4.38 %
2025/09/30 LLY ELI LILLY & CO 4.37% 113.982 M $ 149387 2024/09/30 -2.873 M $ -2.12 %
2025/09/30 META META PLATFORMS INC 3.72% 97.150 M $ 132289 2023/03/31 -699.227 K $ -0.50 %
2025/09/30 NVDA NVIDIA CORPORATION 3.67% 95.730 M $ 513079 2023/06/30 21.812 M $ 18.10 %
2025/09/30 COOP MR COOPER GROUP INC 2.30% 60.145 M $ 285331 2023/12/31 22.157 M $ 41.27 %
2025/09/30 AMZN AMAZON COM INC 2.12% 55.230 M $ 251539 2022/12/31 113.879 K $ 0.08 %
2025/09/30 TIC ACUREN CORP 1.48% 38.629 M $ 2902230 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHW SCHWAB CHARLES CORP 1.43% 37.254 M $ 390217 2022/12/31 3.131 M $ 4.64 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.33% 34.766 M $ 52187 2024/03/31 2.875 M $ 7.82 %
2025/09/30 HYMB SPDR SERIES TRUST 1.33% 34.598 M $ 1387825 2024/03/31 208.173 K $ 0.61 %
2025/09/30 GLD SPDR GOLD TR 1.31% 34.235 M $ 96309 2022/12/31 5.082 M $ 16.61 %
2025/09/30 QQQ INVESCO QQQ TR 1.31% 34.192 M $ 56951 2025/06/30 3.658 M $ 8.83 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 1.27% 33.208 M $ 100915 2025/06/30 908.671 K $ 1.96 %
2025/09/30 MCO MOODYS CORP 1.05% 27.335 M $ 57368 2022/12/31 -2.644 M $ -5.01 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.01% 26.455 M $ 76615 2022/12/31 4.916 M $ 10.68 %
2025/09/30 V VISA INC 1.01% 26.300 M $ 77039 2022/12/31 -1.957 M $ -3.85 %
2025/09/30 SPGI S&P GLOBAL INC 0.97% 25.326 M $ 52035 2022/12/31 -3.869 M $ -7.70 %
2025/09/30 BKSY BLACKSKY TECHNOLOGY INC 0.96% 25.066 M $ 1243976 2024/09/30 -534.909 K $ -2.09 %
2025/09/30 PDO PIMCO DYNAMIC INCOME OPRNTS 0.90% 23.533 M $ 1666651 2024/06/30 1.067 M $ 4.75 %
2025/09/30 GOOGL ALPHABET INC 0.82% 21.523 M $ 88536 2022/12/31 8.318 M $ 37.94 %
2025/09/30 AAPL APPLE INC 0.79% 20.738 M $ 81443 2022/12/31 10.051 M $ 24.11 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.79% 20.647 M $ 73251 2025/06/30 1.183 M $ 11.31 %
2025/09/30 GEV GE VERNOVA INC 0.78% 20.414 M $ 33199 2025/06/30 5.224 M $ 16.21 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.77% 19.981 M $ 57705 2025/09/30 0.000 $ 0.00 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.75% 19.671 M $ 147599 2024/09/30 -2.340 M $ -6.06 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.75% 19.566 M $ 96090 2024/12/31 -177.508 K $ -0.50 %
2025/09/30 EWW ISHARES INC 0.63% 16.344 M $ 239617 2025/06/30 1.833 M $ 12.63 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.60% 15.568 M $ 49354 2024/09/30 2.401 M $ 8.80 %
2025/09/30 GOOG ALPHABET INC 0.59% 15.280 M $ 62738 2022/12/31 6.962 M $ 37.30 %
2025/09/30 AGG ISHARES TR 0.58% 15.195 M $ 151570 2024/12/31 159.148 K $ 1.06 %
2025/09/30 SHM SPDR SERIES TRUST 0.58% 15.151 M $ 314202 2025/03/31 122.538 K $ 0.82 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.58% 15.071 M $ 63842 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMS ADVANCED DRAIN SYS INC DEL 0.53% 13.901 M $ 100224 2024/03/31 4.691 M $ 20.76 %
2025/09/30 FLJP FRANKLIN TEMPLETON ETF TR 0.53% 13.791 M $ 399037 2025/09/30 0.000 $ 0.00 %
2025/09/30 PWR QUANTA SVCS INC 0.53% 13.702 M $ 33062 2025/03/31 3.948 M $ 9.61 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.50% 13.133 M $ 61781 2025/06/30 -16.406 K $ -0.08 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.50% 13.128 M $ 133997 2024/03/31 2.164 M $ 5.01 %
2025/09/30 VTV VANGUARD INDEX FDS 0.49% 12.890 M $ 69120 2024/09/30 673.920 K $ 5.52 %
2025/09/30 MELI MERCADOLIBRE INC 0.47% 12.297 M $ 5262 2025/06/30 -1.611 M $ -10.59 %
2025/09/30 SLV ISHARES SILVER TR 0.44% 11.476 M $ 270859 2024/09/30 2.589 M $ 29.14 %
2025/09/30 BAC BANK AMERICA CORP 0.44% 11.411 M $ 221184 2024/09/30 1.682 M $ 9.02 %
2025/09/30 ANET ARISTA NETWORKS INC 0.43% 11.273 M $ 77364 2025/09/30 0.000 $ 0.00 %
2025/09/30 BA BOEING CO 0.43% 11.221 M $ 51990 2025/09/30 0.000 $ 0.00 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.41% 10.818 M $ 17164 2023/12/31 3.905 M $ 14.81 %
2025/09/30 EWY ISHARES INC 0.41% 10.634 M $ 132765 2025/06/30 359.432 K $ 11.59 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.39% 10.289 M $ 95435 2024/09/30 4.871 M $ 19.62 %
2025/09/30 LPX LOUISIANA PAC CORP 0.39% 10.253 M $ 115410 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPYD SPDR SERIES TRUST 0.37% 9.588 M $ 217913 2024/12/31 339.944 K $ 3.68 %
2025/09/30 DNLI DENALI THERAPEUTICS INC 0.35% 9.075 M $ 625000 2022/12/31 331.249 K $ 3.79 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.31% 8.189 M $ 58840 2024/12/31 1.571 M $ 3.25 %
2025/09/30 WAL WESTERN ALLIANCE BANCORP 0.30% 7.872 M $ 90774 2023/06/30 1.952 M $ 11.21 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.29% 7.668 M $ 54087 2024/12/31 2.629 M $ 15.64 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.29% 7.614 M $ 117140 2024/12/31 443.960 K $ 6.19 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.28% 7.359 M $ 129666 2024/12/31 2.561 M $ 15.39 %
2025/09/30 BLDR BUILDERS FIRSTSOURCE INC 0.28% 7.311 M $ 60300 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLKR FRANKLIN TEMPLETON ETF TR 0.27% 7.117 M $ 263694 2025/09/30 0.000 $ 0.00 %
2025/09/30 DASH DOORDASH INC 0.27% 7.019 M $ 25807 2025/09/30 0.000 $ 0.00 %
2025/09/30 LION LIONSGATE STUDIOS CORP 0.26% 6.718 M $ 973567 2025/06/30 1.061 M $ 18.76 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.25% 6.641 M $ 74336 2024/09/30 336.742 K $ 5.34 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.25% 6.439 M $ 10568 2024/09/30 3.621 M $ 21.87 %
2025/09/30 NAUT NAUTILUS BIOTECHNOLOGY INC 0.23% 6.060 M $ 7172985 2022/12/31 860.758 K $ 16.55 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.21% 5.350 M $ 77749 2023/06/30 3.326 M $ 24.18 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.20% 5.104 M $ 65127 2025/03/31 -731.205 K $ -3.21 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.19% 4.944 M $ 56688 2024/12/31 1.359 M $ 6.80 %
2025/09/30 QXO INC 0.18% 4.651 M $ 24850 2025/06/30 21.487 M $ 9 498.97 %
2025/09/30 JHX JAMES HARDIE INDS PLC 0.17% 4.565 M $ 237647 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWM ISHARES TR 0.17% 4.388 M $ 18137 2024/09/30 474.645 K $ 12.13 %
2025/09/30 IAU ISHARES GOLD TR 0.17% 4.357 M $ 59869 2024/12/31 623.236 K $ 16.69 %
2025/09/30 AVGO BROADCOM INC 0.16% 4.248 M $ 12877 2024/09/30 698.706 K $ 19.68 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.16% 4.130 M $ 9235 2024/09/30 -2.581 M $ -17.70 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.14% 3.753 M $ 120021 2022/12/31 31.205 K $ 0.84 %
2025/09/30 SPLG SPDR SERIES TRUST 0.14% 3.537 M $ 45151 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRTX TPG RE FIN TR INC 0.13% 3.438 M $ 401607 2024/06/30 337.349 K $ 10.88 %
2025/09/30 XPO INC 0.12% 3.153 M $ 2840 2025/09/30 0.000 $ 0.00 %
2025/09/30 MUNI PIMCO ETF TR 0.12% 3.028 M $ 57919 2024/03/31 70.871 K $ 1.79 %
2025/09/30 SAND SANDSTORM GOLD LTD 0.11% 2.832 M $ 226238 2024/12/31 831.277 K $ 33.18 %
2025/09/30 INDA ISHARES TR 0.09% 2.419 M $ 46470 2025/06/30 -168.221 K $ -6.50 %
2025/09/30 VOO VANGUARD INDEX FDS 0.09% 2.413 M $ 3941 2024/03/31 174.783 K $ 7.81 %
2025/09/30 GPOR GULFPORT ENERGY CORP 0.08% 1.981 M $ 10946 2024/12/31 -193.238 K $ -10.04 %
2025/09/30 IYK ISHARES TR 0.07% 1.740 M $ 25446 2025/03/31 -62.631 K $ -2.97 %
2025/09/30 STWD STARWOOD PPTY TR INC 0.06% 1.531 M $ 79029 2022/12/31 -55.320 K $ -3.49 %
2025/09/30 SPEM SPDR INDEX SHS FDS 0.06% 1.511 M $ 32275 2025/09/30 0.000 $ 0.00 %
2025/09/30 MA MASTERCARD INCORPORATED 0.06% 1.464 M $ 2574 2022/12/31 17.683 K $ 1.22 %
2025/09/30 WMT WALMART INC 0.05% 1.405 M $ 13635 2024/09/30 71.992 K $ 5.40 %
2025/09/30 TSLA TESLA INC 0.05% 1.356 M $ 3048 2024/09/30 387.278 K $ 40.00 %
2025/09/30 NFLX NETFLIX INC 0.05% 1.238 M $ 1033 2024/09/30 -144.836 K $ -10.47 %
2025/09/30 LRCX LAM RESEARCH CORP 0.04% 1.146 M $ 8560 2024/12/31 312.953 K $ 37.56 %
2025/09/30 CAT CATERPILLAR INC 0.04% 1.040 M $ 2180 2024/09/30 193.889 K $ 22.91 %
2025/09/30 SPTI SPDR SERIES TRUST 0.04% 1.017 M $ 35199 2025/03/31 4.575 K $ 0.45 %
2025/09/30 CGIC CAPITAL GROUP INTERNATIONAL 0.04% 1.009 M $ 32733 2025/09/30 0.000 $ 0.00 %
2025/09/30 HD HOME DEPOT INC 0.04% 984.612 K $ 2430 2024/09/30 93.676 K $ 10.51 %
2025/09/30 ETN EATON CORP PLC 0.04% 954.338 K $ 2550 2024/03/31 44.012 K $ 4.83 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.03% 688.251 K $ 1369 2024/09/30 23.231 K $ 3.49 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.03% 659.049 K $ 712 2024/09/30 -45.788 K $ -6.50 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.03% 656.393 K $ 4272 2024/09/30 -24.222 K $ -3.56 %
2025/09/30 TXN TEXAS INSTRS INC 0.03% 654.630 K $ 3563 2024/09/30 -85.120 K $ -11.51 %