Fire Capital Management LLC

data from 30/09/2025

Capitalization

$ 174.172 M 10.60 %

Average holding period

3 ans

Performance

$ 23.124 M 15.81 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fire Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 10.42% 18.143 M $ 97239 2024/12/31 3.141 M $ 18.10 %
2025/09/30 IWB ISHARES TR 6.36% 11.070 M $ 30290 2024/12/31 756.390 K $ 7.63 %
2025/09/30 MSFT MICROSOFT CORP 4.09% 7.117 M $ 13741 2024/12/31 279.919 K $ 4.13 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 3.97% 6.919 M $ 36471 2024/12/31 273.449 K $ 4.38 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.65% 6.364 M $ 20177 2024/12/31 535.052 K $ 8.80 %
2025/09/30 AAPL APPLE INC 3.45% 6.001 M $ 23568 2024/12/31 625.916 K $ 24.11 %
2025/09/30 TSLA TESLA INC 3.42% 5.948 M $ 13375 2024/12/31 1.696 M $ 40.00 %
2025/09/30 GLD SPDR GOLD TR 2.65% 4.613 M $ 12978 2024/12/31 641.558 K $ 16.61 %
2025/09/30 BEN FRANKLIN RESOURCES INC 2.29% 3.986 M $ 172333 2024/12/31 -124.079 K $ -3.02 %
2025/09/30 VXUS VANGUARD STAR FDS 2.24% 3.906 M $ 53168 2024/12/31 203.593 K $ 6.33 %
2025/09/30 AMZN AMAZON COM INC 2.15% 3.748 M $ 17072 2024/12/31 3.015 K $ 0.08 %
2025/09/30 IWM ISHARES TR 2.12% 3.698 M $ 15284 2024/12/31 417.228 K $ 12.13 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.12% 3.686 M $ 5533 2024/12/31 481.028 K $ 7.82 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 2.02% 3.521 M $ 64979 2024/12/31 297.067 K $ 9.54 %
2025/09/30 VOO VANGUARD INDEX FDS 2.00% 3.477 M $ 5678 2025/03/31 59.650 K $ 7.80 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.81% 3.150 M $ 9482 2024/12/31 124.247 K $ 4.13 %
2025/09/30 VTWO VANGUARD SCOTTSDALE FDS 1.71% 2.973 M $ 30392 2025/06/30 293.058 K $ 12.15 %
2025/09/30 IGSB ISHARES TR 1.63% 2.838 M $ 53518 2024/12/31 11.680 K $ 0.51 %
2025/09/30 IEFA ISHARES TR 1.55% 2.691 M $ 30822 2024/12/31 108.645 K $ 4.59 %
2025/09/30 DE DEERE & CO 1.52% 2.641 M $ 5775 2024/12/31 -291.601 K $ -10.07 %
2025/09/30 AVGO BROADCOM INC 1.39% 2.414 M $ 7317 2024/12/31 400.818 K $ 19.68 %
2025/09/30 ORCL ORACLE CORP 1.28% 2.223 M $ 7905 2024/12/31 491.425 K $ 28.64 %
2025/09/30 CAT CATERPILLAR INC 1.21% 2.109 M $ 4419 2024/12/31 388.578 K $ 22.91 %
2025/09/30 XOM EXXON MOBIL CORP 1.18% 2.061 M $ 18280 2024/12/31 90.486 K $ 4.59 %
2025/09/30 WMT WALMART INC 1.14% 1.981 M $ 19217 2024/12/31 99.850 K $ 5.40 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.02% 1.768 M $ 10900 2024/12/31 -217.237 K $ -10.94 %
2025/09/30 ZTS ZOETIS INC 0.99% 1.723 M $ 11774 2024/12/31 -111.679 K $ -6.18 %
2025/09/30 ANET ARISTA NETWORKS INC 0.92% 1.605 M $ 11018 2024/12/31 484.604 K $ 42.42 %
2025/09/30 SPTL SPDR SERIES TRUST 0.87% 1.509 M $ 55985 2025/06/30 19.244 K $ 1.39 %
2025/09/30 BED BATH & BEYOND INC 0.83% 1.441 M $ 147209 2024/12/31 0.000 $ 0.00 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.82% 1.433 M $ 3204 2024/12/31 -301.812 K $ -17.70 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.81% 1.407 M $ 22519 2024/12/31 -109.354 K $ -7.37 %
2025/09/30 DIS DISNEY WALT CO 0.80% 1.399 M $ 12221 2024/12/31 -116.088 K $ -7.67 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.79% 1.369 M $ 2822 2024/12/31 214.891 K $ 19.62 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.76% 1.327 M $ 1434 2024/12/31 -89.455 K $ -6.50 %
2025/09/30 UNP UNION PAC CORP 0.75% 1.305 M $ 5521 2024/12/31 33.154 K $ 2.73 %
2025/09/30 LLY ELI LILLY & CO 0.71% 1.241 M $ 1627 2024/12/31 -25.009 K $ -2.12 %
2025/09/30 V VISA INC 0.71% 1.238 M $ 3625 2024/12/31 -48.706 K $ -3.85 %
2025/09/30 BLK BLACKROCK INC 0.71% 1.235 M $ 1059 2024/12/31 121.518 K $ 11.11 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.71% 1.230 M $ 2447 2024/12/31 40.337 K $ 3.49 %
2025/09/30 LNG CHENIERE ENERGY INC 0.70% 1.221 M $ 5195 2024/12/31 -43.186 K $ -3.51 %
2025/09/30 ADBE ADOBE INC 0.70% 1.218 M $ 3452 2024/12/31 -111.844 K $ -8.82 %
2025/09/30 VXF VANGUARD INDEX FDS 0.70% 1.217 M $ 5814 2024/12/31 96.686 K $ 8.63 %
2025/09/30 JMBS JANUS DETROIT STR TR 0.69% 1.201 M $ 26299 2024/12/31 13.582 K $ 1.38 %
2025/09/30 CASY CASEYS GEN STORES INC 0.68% 1.190 M $ 2105 2024/12/31 112.687 K $ 10.79 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.68% 1.188 M $ 14861 2024/12/31 -162.876 K $ -12.06 %
2025/09/30 CRM SALESFORCE INC 0.67% 1.164 M $ 4913 2024/12/31 -166.636 K $ -13.09 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.64% 1.110 M $ 3176 2024/12/31 52.566 K $ 5.23 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.59% 1.023 M $ 1284 2024/12/31 111.813 K $ 12.52 %
2025/09/30 PFE PFIZER INC 0.56% 977.591 K $ 38367 2024/12/31 47.575 K $ 5.12 %
2025/09/30 NEE NEXTERA ENERGY INC 0.54% 937.813 K $ 12423 2024/12/31 74.509 K $ 8.74 %
2025/09/30 NFLX NETFLIX INC 0.47% 814.067 K $ 679 2024/12/31 -95.202 K $ -10.47 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.47% 811.487 K $ 2466 2025/03/31 15.308 K $ 1.96 %
2025/09/30 DHR DANAHER CORPORATION 0.47% 810.685 K $ 4089 2024/12/31 2.833 K $ 0.36 %
2025/09/30 RTX RTX CORPORATION 0.46% 794.148 K $ 4746 2024/12/31 101.137 K $ 14.59 %
2025/09/30 CTVA CORTEVA INC 0.45% 787.687 K $ 11647 2024/12/31 -78.611 K $ -9.26 %
2025/09/30 HD HOME DEPOT INC 0.43% 756.895 K $ 1868 2024/12/31 92.442 K $ 10.51 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.43% 746.779 K $ 3883 2024/12/31 -108.686 K $ -12.99 %
2025/09/30 WM WASTE MGMT INC DEL 0.42% 729.843 K $ 3305 2024/12/31 -25.575 K $ -3.49 %
2025/09/30 META META PLATFORMS INC 0.42% 726.302 K $ 989 2024/12/31 -4.411 K $ -0.50 %
2025/09/30 MCD MCDONALDS CORP 0.41% 720.619 K $ 2371 2024/12/31 26.662 K $ 4.01 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.41% 708.799 K $ 2599 2024/12/31 -23.704 K $ -3.31 %
2025/09/30 CELH CELSIUS HLDGS INC 0.40% 699.826 K $ 12173 2025/06/30 133.444 K $ 23.93 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.40% 693.166 K $ 4980 2024/12/31 390.000 $ 0.06 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.39% 671.645 K $ 7346 2024/12/31 -55.756 K $ -7.67 %
2025/09/30 MCK MCKESSON CORP 0.36% 628.848 K $ 814 2024/12/31 32.364 K $ 5.43 %
2025/09/30 CVX CHEVRON CORP NEW 0.36% 626.906 K $ 4037 2024/12/31 48.944 K $ 8.45 %
2025/09/30 GOOG ALPHABET INC 0.35% 615.694 K $ 2528 2025/03/31 167.583 K $ 37.30 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.35% 609.399 K $ 1222 2024/12/31 -79.326 K $ -12.02 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.35% 607.581 K $ 1239 2024/12/31 -23.056 K $ -3.72 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.34% 593.888 K $ 5279 2024/12/31 44.844 K $ 8.42 %
2025/09/30 BAC BANK AMERICA CORP 0.33% 578.169 K $ 11207 2024/12/31 45.800 K $ 9.02 %
2025/09/30 MA MASTERCARD INCORPORATED 0.33% 576.773 K $ 1014 2024/12/31 6.966 K $ 1.22 %
2025/09/30 AMP AMERIPRISE FINL INC 0.32% 564.938 K $ 1150 2024/12/31 -48.852 K $ -7.96 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.27% 472.420 K $ 7268 2024/12/31 27.545 K $ 6.19 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.26% 450.615 K $ 1500 2024/12/31 66.660 K $ 17.36 %
2025/09/30 AVAV AEROVIRONMENT INC 0.24% 425.416 K $ 1351 2024/12/31 40.448 K $ 10.51 %
2025/09/30 HON HONEYWELL INTL INC 0.23% 399.319 K $ 1897 2024/12/31 -42.454 K $ -9.61 %
2025/09/30 AZO AUTOZONE INC 0.22% 386.122 K $ 90 2024/12/31 52.020 K $ 15.57 %
2025/09/30 CSCO CISCO SYS INC 0.21% 374.052 K $ 5467 2024/12/31 -5.248 K $ -1.38 %
2025/09/30 TJX TJX COS INC NEW 0.21% 364.530 K $ 2522 2025/03/31 53.088 K $ 17.05 %
2025/09/30 ADI ANALOG DEVICES INC 0.21% 363.145 K $ 1478 2024/12/31 11.351 K $ 3.23 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.20% 349.616 K $ 1717 2024/12/31 -1.541 K $ -0.50 %
2025/09/30 HCA HCA HEALTHCARE INC 0.19% 331.584 K $ 778 2025/06/30 64.003 K $ 11.25 %
2025/09/30 GOOGL ALPHABET INC 0.18% 318.947 K $ 1312 2024/12/31 87.733 K $ 37.94 %
2025/09/30 TMUS T-MOBILE US INC 0.17% 293.959 K $ 1228 2025/03/31 1.375 K $ 0.47 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.16% 280.112 K $ 4692 2024/12/31 -63.295 K $ -18.43 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.16% 279.290 K $ 1000 2025/06/30 52.800 K $ 23.31 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.16% 269.964 K $ 50 2024/12/31 -19.498 K $ -6.74 %
2025/09/30 TXN TEXAS INSTRS INC 0.14% 241.789 K $ 1316 2024/12/31 -31.439 K $ -11.51 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.14% 239.712 K $ 2200 2025/06/30 39.269 K $ 19.59 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.13% 227.445 K $ 300 2025/06/30 17.903 K $ 8.54 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.13% 225.852 K $ 5763 2024/12/31 -97.740 K $ -30.20 %
2025/09/30 VLO VALERO ENERGY CORP 0.13% 221.338 K $ 1300 2025/09/30 0.000 $ 0.00 %
2025/09/30 ESGE ISHARES INC 0.12% 212.237 K $ 4888 2025/09/30 0.000 $ 0.00 %
2025/09/30 MS MORGAN STANLEY 0.12% 210.463 K $ 1324 2025/09/30 0.000 $ 0.00 %
2025/09/30 TER TERADYNE INC 0.12% 203.982 K $ 1482 2025/09/30 0.000 $ 0.00 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 0.12% 201.950 K $ 625 2024/12/31 -41.149 K $ -16.93 %