Ascendant Capital Management as of Dec. 31, 2021
Portfolio Holdings for Ascendant Capital Management
Ascendant Capital Management holds 61 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Pfd And Incm Sec (PFF) | 5.6 | $7.1M | 180k | 39.43 | |
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 4.6 | $5.9M | 178k | 32.97 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 4.3 | $5.4M | 50k | 108.58 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 4.2 | $5.3M | 85k | 62.44 | |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 4.2 | $5.3M | 238k | 22.10 | |
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 3.1 | $4.0M | 120k | 32.96 | |
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 2.6 | $3.3M | 146k | 22.41 | |
Ishares Tr National Mun Etf (MUB) | 2.6 | $3.3M | 28k | 116.29 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.6 | $3.2M | 25k | 132.53 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $2.9M | 1.0k | 2897.00 | |
Etfis Ser Tr I Virtus Infrcap (PFFA) | 2.3 | $2.9M | 115k | 25.12 | |
Amazon (AMZN) | 2.2 | $2.8M | 830.00 | 3334.94 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 2.2 | $2.7M | 25k | 109.08 | |
Paypal Holdings (PYPL) | 1.9 | $2.4M | 13k | 188.56 | |
Microsoft Corporation (MSFT) | 1.9 | $2.4M | 7.0k | 336.29 | |
Apple (AAPL) | 1.8 | $2.2M | 13k | 177.60 | |
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) | 1.7 | $2.2M | 90k | 24.18 | |
Visa Com Cl A (V) | 1.7 | $2.2M | 10k | 216.70 | |
Meta Platforms Cl A (META) | 1.7 | $2.1M | 6.3k | 336.35 | |
Lululemon Athletica (LULU) | 1.7 | $2.1M | 5.4k | 391.48 | |
Advanced Micro Devices (AMD) | 1.7 | $2.1M | 15k | 143.93 | |
The Trade Desk Com Cl A (TTD) | 1.6 | $2.0M | 22k | 91.63 | |
UnitedHealth (UNH) | 1.6 | $2.0M | 4.0k | 502.25 | |
Tradeweb Mkts Cl A (TW) | 1.6 | $2.0M | 20k | 100.15 | |
Ingersoll Rand (IR) | 1.5 | $1.9M | 30k | 61.87 | |
Owens & Minor (OMI) | 1.5 | $1.8M | 43k | 43.51 | |
CVS Caremark Corporation (CVS) | 1.4 | $1.8M | 18k | 103.14 | |
Epam Systems (EPAM) | 1.4 | $1.8M | 2.7k | 668.52 | |
NVIDIA Corporation (NVDA) | 1.4 | $1.8M | 6.0k | 294.17 | |
Trupanion (TRUP) | 1.4 | $1.7M | 13k | 132.00 | |
Academy Sports & Outdoor (ASO) | 1.3 | $1.7M | 39k | 43.90 | |
Main Street Capital Corporation (MAIN) | 1.3 | $1.7M | 37k | 44.86 | |
CSX Corporation (CSX) | 1.3 | $1.6M | 43k | 37.60 | |
Mosaic (MOS) | 1.3 | $1.6M | 41k | 39.29 | |
United Parcel Service CL B (UPS) | 1.3 | $1.6M | 7.5k | 214.40 | |
Gxo Logistics Incorporated Common Stock (GXO) | 1.3 | $1.6M | 18k | 90.86 | |
Tempur-Pedic International (TPX) | 1.2 | $1.6M | 33k | 47.03 | |
Vaneck Etf Trust Bdc Income Etf (BIZD) | 1.2 | $1.5M | 90k | 17.21 | |
BlackRock Corporate High Yield Fund VI (HYT) | 1.1 | $1.4M | 115k | 12.34 | |
Shopify Cl A (SHOP) | 1.1 | $1.4M | 1.0k | 1377.00 | |
Broadcom (AVGO) | 1.1 | $1.3M | 2.0k | 665.50 | |
Spdr Ser Tr Bloomberg Conv (CWB) | 1.0 | $1.3M | 16k | 82.94 | |
Jefferies Finl Group (JEF) | 1.0 | $1.3M | 34k | 38.79 | |
Five9 (FIVN) | 1.0 | $1.3M | 9.5k | 137.37 | |
Smart Global Hldgs SHS (SGH) | 1.0 | $1.3M | 18k | 71.00 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.9 | $1.2M | 92k | 13.10 | |
General Motors Company (GM) | 0.9 | $1.2M | 20k | 58.65 | |
AutoNation (AN) | 0.9 | $1.2M | 10k | 116.90 | |
Quanta Services (PWR) | 0.9 | $1.1M | 10k | 114.70 | |
Middlesex Water Company (MSEX) | 0.9 | $1.1M | 9.4k | 120.32 | |
Moelis & Co Cl A (MC) | 0.9 | $1.1M | 18k | 62.50 | |
Generac Holdings (GNRC) | 0.8 | $1.1M | 3.0k | 352.00 | |
Trimble Navigation (TRMB) | 0.8 | $1.0M | 12k | 87.17 | |
Pure Storage Cl A (PSTG) | 0.8 | $1.0M | 32k | 32.56 | |
Citigroup Com New (C) | 0.8 | $1.0M | 17k | 60.41 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $963k | 6.5k | 148.15 | |
Chimera Invt Corp Com New | 0.7 | $905k | 60k | 15.08 | |
Arcbest (ARCB) | 0.7 | $839k | 7.0k | 119.86 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.5 | $688k | 21k | 32.76 | |
Fs Kkr Capital Corp (FSK) | 0.5 | $670k | 32k | 20.94 | |
Agnc Invt Corp Com reit (AGNC) | 0.5 | $639k | 43k | 15.04 |