Silverleafe Capital Partners

GERMANTOWN, TNfiles as Silverleafe Capital Partners, LLC

$367m in 99 US stocks at the end of 30 June 2026. The top 10 are 55.2% of the money. It changed about 17.3% of the portfolio this quarter.

Value

$367m

Stocks

Top 10 share

55.2%

Turnover

17.3%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Scottsdale FDSVGIT
3.6% of the fund
Spdr Series TrustXAR
1.2% of the fund
Vanguard Scottsdale FDSVGLT
0.9% of the fund
Select Sector Spdr TRXLB
0.7% of the fund
Nebius GroupNBIS
0.3% of the fund
Advanced Micro DevicesAMD
0.1% of the fund
Proshares TRTQQQ
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
O'Reilly AutomotiveORLY
<0.1% of the fund
AlphabetGOOGL
<0.1% of the fund

Added

Bought more of a stock they already held.

AutozoneAZO
2.6% of the fund
+4%
Tidal Trust IIAIPO
2.3% of the fund
+34%
Micron TechnologyMU
1.7% of the fund
+6%
Procure ETF Trust IIUFO
1.6% of the fund
+34%
Marvell TechnologyMRVL
1.2% of the fund
+6%
lululemon athleticaLULU
0.8% of the fund
+11%
GE VernovaGEV
0.8% of the fund
+7%
KLAKLAC
0.6% of the fund
+25%
State STR Spdr S&P 500 ETF TSPY
0.6% of the fund
+2%
Vertiv HoldingsVRT
0.6% of the fund
+10%
NvidiaNVDA
0.6% of the fund
+14%
Lam ResearchLRCX
0.5% of the fund
+23%
BroadcomAVGO
0.4% of the fund
+9%
Rocket LabRKLB
0.4% of the fund
+13%
VistraVST
0.3% of the fund
+8%
Lumentum HoldingsLITE
0.2% of the fund
+35%
Monolithic Power SystemsMPWR
0.2% of the fund
+39%
Tower SemiconductorTSEM
0.2% of the fund
+3%
Applied OptoelectronicsAAOI
0.1% of the fund
+13%
NikeNKE
0.1% of the fund
+72%
United Parcel ServiceUPS
0.1% of the fund
+16%
CelesticaCLS
<0.1% of the fund
+23%
PIMCO Dynamic Income FundPDI
<0.1% of the fund
+11%
Guggenheim Strategic Opportunities FundGOF
<0.1% of the fund
+21%

Cut

Sold some of their stake.

Spdr Series TrustJNK
4.3% of the fund
-3%
Vanguard Index FDSVB
3.0% of the fund
-16%
Westrock CoffeeWEST
2.1% of the fund
-79%
Palantir TechnologiesPLTR
0.7% of the fund
-27%
Ishares TRIWM
0.6% of the fund
-23%
Amkor TechnologyAMKR
0.5% of the fund
-8%
Ishares Bitcoin Trust ETFIBIT
0.3% of the fund
-25%
Quanta ServicesPWR
0.3% of the fund
-6%
TeslaTSLA
0.2% of the fund
-3%
Ishares TRINDA
0.1% of the fund
-2%
Ishares Silver TRSLV
<0.1% of the fund
-12%
CaterpillarCAT
<0.1% of the fund
-3%
AXTAXTI
<0.1% of the fund
-9%
Goldman Sachs GroupGS
<0.1% of the fund
-4%

Sold out

Sold their entire stake.

Ishares TRIEF
-100%
Invesco Exchange Traded FD TIGPT
-100%
RTXRTX
-100%
United STS Commodity Index FCPER
-100%
DuPont de NemoursDD
-100%
Meta PlatformsMETA
-100%

Holdings

Invesco QQQ TRQQQ
Share
10.8%
Value
$40m
Shares
53,907
Held
Ishares TRIVV
Share
9.3%
Value
$34m
Shares
45,489
Held
FedExFDX
Share
5.9%
Value
$22m
Shares
68,948
Held
Berkshire Hathaway INC DELBRK-A
Share
5.7%
Value
$21m
Shares
28
Held
AppleAAPL
Share
4.9%
Value
$18m
Shares
62,119
Held
Spdr Series TrustJNK
Share
4.3%
Value
$16m
Shares
164,073
-3%
Ishares TRSOXX
Share
4.1%
Value
$15m
Shares
23,239
Held
Vanguard Scottsdale FDSVGIT
Share
3.6%
Value
$13m
Shares
226,787
New
Ishares TRIEFA
Share
3.5%
Value
$13m
Shares
133,667
Held
Vanguard Index FDSVB
Share
3.0%
Value
$11m
Shares
36,839
-16%
Vanguard Index FDSVO
Share
3.0%
Value
$11m
Shares
138,413
Held
Exchange Traded Concepts TRUNUKZ
Share
2.7%
Value
$10m
Shares
143,451
Held
AutozoneAZO
Share
2.6%
Value
$9m
Shares
2,968
+4%
Ishares Gold TRIAU
Share
2.4%
Value
$9m
Shares
116,638
Held
Tidal Trust IIAIPO
Share
2.3%
Value
$9m
Shares
256,011
+34%
Westrock CoffeeWEST
Share
2.1%
Value
$8m
Shares
968,217
-79%
Micron TechnologyMU
Share
1.7%
Value
$6m
Shares
5,307
+6%
Procure ETF Trust IIUFO
Share
1.6%
Value
$6m
Shares
117,172
+34%
IsharesEMXC
Share
1.5%
Value
$5m
Shares
52,562
Held
Spdr Series TrustXAR
Share
1.2%
Value
$4m
Shares
15,543
New
Marvell TechnologyMRVL
Share
1.2%
Value
$4m
Shares
14,593
+6%
Global X FDSAIQ
Share
1.2%
Value
$4m
Shares
64,832
Held
WalmartWMT
Share
1.0%
Value
$4m
Shares
33,677
Held
AlphabetGOOG
Share
1.0%
Value
$4m
Shares
10,672
Held
Huntington BancsharesHBAN
Share
1.0%
Value
$4m
Shares
209,776
Held
Vanguard Scottsdale FDSVGLT
Share
0.9%
Value
$3m
Shares
61,382
New
MicrosoftMSFT
Share
0.8%
Value
$3m
Shares
7,877
Held
lululemon athleticaLULU
Share
0.8%
Value
$3m
Shares
25,300
+11%
GE VernovaGEV
Share
0.8%
Value
$3m
Shares
2,441
+7%
Select Sector Spdr TRXLB
Share
0.7%
Value
$3m
Shares
53,515
New
Palantir TechnologiesPLTR
Share
0.7%
Value
$3m
Shares
21,798
-27%
KLAKLAC
Share
0.6%
Value
$2m
Shares
7,641
+25%
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$2m
Shares
2,814
+2%
Ishares TRIWM
Share
0.6%
Value
$2m
Shares
6,972
-23%
Vertiv HoldingsVRT
Share
0.6%
Value
$2m
Shares
6,181
+10%
NvidiaNVDA
Share
0.6%
Value
$2m
Shares
10,194
+14%
Core ScientificCORZ
Share
0.5%
Value
$2m
Shares
72,950
Held
Lam ResearchLRCX
Share
0.5%
Value
$2m
Shares
4,307
+23%
Amkor TechnologyAMKR
Share
0.5%
Value
$2m
Shares
19,741
-8%
CortevaCTVA
Share
0.4%
Value
$2m
Shares
19,365
Held
BroadcomAVGO
Share
0.4%
Value
$2m
Shares
4,334
+9%
Rocket LabRKLB
Share
0.4%
Value
$1m
Shares
12,989
+13%
Ishares Bitcoin Trust ETFIBIT
Share
0.3%
Value
$1m
Shares
37,184
-25%
Amazon.comAMZN
Share
0.3%
Value
$1m
Shares
5,000
Held
VistraVST
Share
0.3%
Value
$1m
Shares
7,483
+8%
3MMMM
Share
0.3%
Value
$1m
Shares
7,000
Held
Quanta ServicesPWR
Share
0.3%
Value
$1m
Shares
1,518
-6%
ChevronCVX
Share
0.3%
Value
$1m
Shares
6,497
Held
Nebius GroupNBIS
Share
0.3%
Value
$934,296
Shares
3,383
New
Lumentum HoldingsLITE
Share
0.2%
Value
$915,550
Shares
1,067
+35%
Monolithic Power SystemsMPWR
Share
0.2%
Value
$863,975
Shares
625
+39%
Ishares TRIUSB
Share
0.2%
Value
$852,106
Shares
18,464
Held
Tower SemiconductorTSEM
Share
0.2%
Value
$745,430
Shares
2,860
+3%
Berkshire HathawayBRK-B
Share
0.2%
Value
$724,064
Shares
1,447
Held
Series Portfolios TRCLOX
Share
0.2%
Value
$682,908
Shares
26,660
Held
McDonald'sMCD
Share
0.2%
Value
$635,220
Shares
2,350
Held
TeslaTSLA
Share
0.2%
Value
$601,559
Shares
1,430
-3%
AbbVieABBV
Share
0.2%
Value
$574,757
Shares
2,284
Held
Invesco Exch Traded FD TR IIQQQM
Share
0.2%
Value
$566,554
Shares
1,870
Held
Applied OptoelectronicsAAOI
Share
0.1%
Value
$538,920
Shares
3,637
+13%
Simon Property GroupSPG
Share
0.1%
Value
$536,760
Shares
2,400
Held
ETF SER SolutionsQTUM
Share
0.1%
Value
$533,734
Shares
3,227
Held
Marathon PetroleumMPC
Share
0.1%
Value
$511,340
Shares
2,000
Held
Cbre GroupCBRE
Share
0.1%
Value
$500,508
Shares
3,716
Held
NikeNKE
Share
0.1%
Value
$493,011
Shares
12,010
+72%
Vornado Realty TrustVNO
Share
0.1%
Value
$471,600
Shares
12,000
Held
Direxion Shares ETF TrustSPXL
Share
0.1%
Value
$471,502
Shares
1,742
Held
Ishares TRINDA
Share
0.1%
Value
$468,464
Shares
9,485
-2%
SLB LimitedSLB
Share
0.1%
Value
$464,900
Shares
10,000
Held
Advanced Micro DevicesAMD
Share
0.1%
Value
$460,662
Shares
793
New
Qnity ElectronicsQ
Share
0.1%
Value
$424,116
Shares
2,597
Held
Spdr Series TrustBIL
Share
0.1%
Value
$414,121
Shares
4,519
Held
Proshares TRQLD
Share
0.1%
Value
$403,102
Shares
4,166
Held
United Parcel ServiceUPS
Share
0.1%
Value
$398,964
Shares
3,711
+16%
CMS EnergyCMS
Share
0.1%
Value
$382,500
Shares
5,000
Held
First TR Exchange-Traded FDCIBR
Share
<0.1%
Value
$362,112
Shares
4,030
Held
CelesticaCLS
Share
<0.1%
Value
$359,693
Shares
986
+23%
Ishares TRAGG
Share
<0.1%
Value
$340,974
Shares
3,445
Held
Proshares TRUWM
Share
<0.1%
Value
$328,889
Shares
4,892
Held
Ishares Silver TRSLV
Share
<0.1%
Value
$323,916
Shares
6,058
-12%
Proshares TRSSO
Share
<0.1%
Value
$319,651
Shares
4,744
Held
CaterpillarCAT
Share
<0.1%
Value
$312,642
Shares
294
-3%
Ishares TRIWR
Share
<0.1%
Value
$291,245
Shares
2,640
Held
Ryman Hospitality PropertiesRHP
Share
<0.1%
Value
$289,238
Shares
2,250
Held
Canada Goose HoldingsGOOS
Share
<0.1%
Value
$285,300
Shares
30,000
Held
Service Corp InternationalSCI
Share
<0.1%
Value
$284,850
Shares
3,750
Held
Vanguard Specialized FundsVIG
Share
<0.1%
Value
$274,644
Shares
1,161
Held
Cemex SAB de CVCX
Share
<0.1%
Value
$240,804
Shares
20,067
Held
Proshares TRTQQQ
Share
<0.1%
Value
$236,437
Shares
2,919
New
DuPont de NemoursDD
Share
<0.1%
Value
$234,793
Shares
1,731
New
AXTAXTI
Share
<0.1%
Value
$234,260
Shares
3,250
-9%
PIMCO Dynamic Income FundPDI
Share
<0.1%
Value
$227,733
Shares
13,637
+11%
Home DepotHD
Share
<0.1%
Value
$227,297
Shares
644
Held
Guggenheim Strategic Opportunities FundGOF
Share
<0.1%
Value
$223,587
Shares
20,475
+21%
O'Reilly AutomotiveORLY
Share
<0.1%
Value
$222,950
Shares
2,421
New
AlphabetGOOGL
Share
<0.1%
Value
$219,619
Shares
615
New
Goldman Sachs GroupGS
Share
<0.1%
Value
$210,269
Shares
208
-4%
Clover Health InvestmentsCLOV
Share
<0.1%
Value
$209,600
Shares
40,000
Held
Ishares TRPFF
Share
<0.1%
Value
$205,703
Shares
6,747
Held

Company	Share of fund	Value	Shares	Change
Invesco QQQ TRQQQ	10.8%	$40m	53,907	Held
Ishares TRIVV	9.3%	$34m	45,489	Held
FedExFDX	5.9%	$22m	68,948	Held
Berkshire Hathaway INC DELBRK-A	5.7%	$21m	28	Held
AppleAAPL	4.9%	$18m	62,119	Held
Spdr Series TrustJNK	4.3%	$16m	164,073	-3%
Ishares TRSOXX	4.1%	$15m	23,239	Held
Vanguard Scottsdale FDSVGIT	3.6%	$13m	226,787	New
Ishares TRIEFA	3.5%	$13m	133,667	Held
Vanguard Index FDSVB	3.0%	$11m	36,839	-16%
Vanguard Index FDSVO	3.0%	$11m	138,413	Held
Exchange Traded Concepts TRUNUKZ	2.7%	$10m	143,451	Held
AutozoneAZO	2.6%	$9m	2,968	+4%
Ishares Gold TRIAU	2.4%	$9m	116,638	Held
Tidal Trust IIAIPO	2.3%	$9m	256,011	+34%
Westrock CoffeeWEST	2.1%	$8m	968,217	-79%
Micron TechnologyMU	1.7%	$6m	5,307	+6%
Procure ETF Trust IIUFO	1.6%	$6m	117,172	+34%
IsharesEMXC	1.5%	$5m	52,562	Held
Spdr Series TrustXAR	1.2%	$4m	15,543	New
Marvell TechnologyMRVL	1.2%	$4m	14,593	+6%
Global X FDSAIQ	1.2%	$4m	64,832	Held
WalmartWMT	1.0%	$4m	33,677	Held
AlphabetGOOG	1.0%	$4m	10,672	Held
Huntington BancsharesHBAN	1.0%	$4m	209,776	Held
Vanguard Scottsdale FDSVGLT	0.9%	$3m	61,382	New
MicrosoftMSFT	0.8%	$3m	7,877	Held
lululemon athleticaLULU	0.8%	$3m	25,300	+11%
GE VernovaGEV	0.8%	$3m	2,441	+7%
Select Sector Spdr TRXLB	0.7%	$3m	53,515	New
Palantir TechnologiesPLTR	0.7%	$3m	21,798	-27%
KLAKLAC	0.6%	$2m	7,641	+25%
State STR Spdr S&P 500 ETF TSPY	0.6%	$2m	2,814	+2%
Ishares TRIWM	0.6%	$2m	6,972	-23%
Vertiv HoldingsVRT	0.6%	$2m	6,181	+10%
NvidiaNVDA	0.6%	$2m	10,194	+14%
Core ScientificCORZ	0.5%	$2m	72,950	Held
Lam ResearchLRCX	0.5%	$2m	4,307	+23%
Amkor TechnologyAMKR	0.5%	$2m	19,741	-8%
CortevaCTVA	0.4%	$2m	19,365	Held
BroadcomAVGO	0.4%	$2m	4,334	+9%
Rocket LabRKLB	0.4%	$1m	12,989	+13%
Ishares Bitcoin Trust ETFIBIT	0.3%	$1m	37,184	-25%
Amazon.comAMZN	0.3%	$1m	5,000	Held
VistraVST	0.3%	$1m	7,483	+8%
3MMMM	0.3%	$1m	7,000	Held
Quanta ServicesPWR	0.3%	$1m	1,518	-6%
ChevronCVX	0.3%	$1m	6,497	Held
Nebius GroupNBIS	0.3%	$934,296	3,383	New
Lumentum HoldingsLITE	0.2%	$915,550	1,067	+35%
Monolithic Power SystemsMPWR	0.2%	$863,975	625	+39%
Ishares TRIUSB	0.2%	$852,106	18,464	Held
Tower SemiconductorTSEM	0.2%	$745,430	2,860	+3%
Berkshire HathawayBRK-B	0.2%	$724,064	1,447	Held
Series Portfolios TRCLOX	0.2%	$682,908	26,660	Held
McDonald'sMCD	0.2%	$635,220	2,350	Held
TeslaTSLA	0.2%	$601,559	1,430	-3%
AbbVieABBV	0.2%	$574,757	2,284	Held
Invesco Exch Traded FD TR IIQQQM	0.2%	$566,554	1,870	Held
Applied OptoelectronicsAAOI	0.1%	$538,920	3,637	+13%
Simon Property GroupSPG	0.1%	$536,760	2,400	Held
ETF SER SolutionsQTUM	0.1%	$533,734	3,227	Held
Marathon PetroleumMPC	0.1%	$511,340	2,000	Held
Cbre GroupCBRE	0.1%	$500,508	3,716	Held
NikeNKE	0.1%	$493,011	12,010	+72%
Vornado Realty TrustVNO	0.1%	$471,600	12,000	Held
Direxion Shares ETF TrustSPXL	0.1%	$471,502	1,742	Held
Ishares TRINDA	0.1%	$468,464	9,485	-2%
SLB LimitedSLB	0.1%	$464,900	10,000	Held
Advanced Micro DevicesAMD	0.1%	$460,662	793	New
Qnity ElectronicsQ	0.1%	$424,116	2,597	Held
Spdr Series TrustBIL	0.1%	$414,121	4,519	Held
Proshares TRQLD	0.1%	$403,102	4,166	Held
United Parcel ServiceUPS	0.1%	$398,964	3,711	+16%
CMS EnergyCMS	0.1%	$382,500	5,000	Held
First TR Exchange-Traded FDCIBR	<0.1%	$362,112	4,030	Held
CelesticaCLS	<0.1%	$359,693	986	+23%
Ishares TRAGG	<0.1%	$340,974	3,445	Held
Proshares TRUWM	<0.1%	$328,889	4,892	Held
Ishares Silver TRSLV	<0.1%	$323,916	6,058	-12%
Proshares TRSSO	<0.1%	$319,651	4,744	Held
CaterpillarCAT	<0.1%	$312,642	294	-3%
Ishares TRIWR	<0.1%	$291,245	2,640	Held
Ryman Hospitality PropertiesRHP	<0.1%	$289,238	2,250	Held
Canada Goose HoldingsGOOS	<0.1%	$285,300	30,000	Held
Service Corp InternationalSCI	<0.1%	$284,850	3,750	Held
Vanguard Specialized FundsVIG	<0.1%	$274,644	1,161	Held
Cemex SAB de CVCX	<0.1%	$240,804	20,067	Held
Proshares TRTQQQ	<0.1%	$236,437	2,919	New
DuPont de NemoursDD	<0.1%	$234,793	1,731	New
AXTAXTI	<0.1%	$234,260	3,250	-9%
PIMCO Dynamic Income FundPDI	<0.1%	$227,733	13,637	+11%
Home DepotHD	<0.1%	$227,297	644	Held
Guggenheim Strategic Opportunities FundGOF	<0.1%	$223,587	20,475	+21%
O'Reilly AutomotiveORLY	<0.1%	$222,950	2,421	New
AlphabetGOOGL	<0.1%	$219,619	615	New
Goldman Sachs GroupGS	<0.1%	$210,269	208	-4%
Clover Health InvestmentsCLOV	<0.1%	$209,600	40,000	Held
Ishares TRPFF	<0.1%	$205,703	6,747	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 27.8% since 30 June 2025.

Where the money is

Technology13.3%

Industrials8.5%

Retail & consumer4.4%

Everyday goods3.2%

Financial services1.8%

Media & telecom1.1%

Energy0.6%

Materials0.5%

Real estate0.5%

Utilities0.4%

Health care0.2%

Other65.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.