Fire Capital Management as of June 30, 2025
Portfolio Holdings for Fire Capital Management
Fire Capital Management holds 93 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.0 | $17M | 110k | 157.99 | |
| Ishares Tr Rus 1000 Etf (IWB) | 6.3 | $9.9M | 29k | 339.57 | |
| Microsoft Corporation (MSFT) | 4.3 | $6.8M | 14k | 497.41 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.0 | $6.2M | 34k | 181.74 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.9 | $6.1M | 10k | 617.85 | |
| JPMorgan Chase & Co. (JPM) | 3.9 | $6.1M | 21k | 289.91 | |
| Tesla Motors (TSLA) | 2.7 | $4.2M | 13k | 317.66 | |
| Franklin Resources (BEN) | 2.6 | $4.1M | 172k | 23.85 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $3.9M | 13k | 304.83 | |
| Amazon (AMZN) | 2.3 | $3.7M | 17k | 219.39 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.2 | $3.4M | 16k | 215.79 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.0 | $3.2M | 47k | 69.09 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $3.1M | 63k | 49.46 | |
| American Express Company (AXP) | 1.9 | $3.0M | 9.4k | 318.98 | |
| Deere & Company (DE) | 1.8 | $2.9M | 5.7k | 508.49 | |
| Apple (AAPL) | 1.6 | $2.6M | 13k | 205.17 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.5 | $2.4M | 28k | 87.22 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $2.4M | 28k | 83.48 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $2.3M | 43k | 52.76 | |
| Broadcom (AVGO) | 1.3 | $2.0M | 7.4k | 275.65 | |
| Philip Morris International (PM) | 1.3 | $2.0M | 11k | 182.13 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $2.0M | 18k | 107.80 | |
| Wal-Mart Stores (WMT) | 1.2 | $1.8M | 19k | 97.78 | |
| Zoetis Cl A (ZTS) | 1.1 | $1.8M | 12k | 155.95 | |
| Oracle Corporation (ORCL) | 1.1 | $1.7M | 7.8k | 218.63 | |
| Intuitive Surgical Com New (ISRG) | 1.1 | $1.7M | 3.1k | 543.41 | |
| Caterpillar (CAT) | 1.1 | $1.7M | 4.4k | 388.21 | |
| Walt Disney Company (DIS) | 1.0 | $1.5M | 12k | 124.01 | |
| Mondelez Intl Cl A (MDLZ) | 0.9 | $1.5M | 22k | 67.44 | |
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.9 | $1.4M | 52k | 26.58 | |
| Costco Wholesale Corporation (COST) | 0.9 | $1.4M | 1.4k | 989.94 | |
| Colgate-Palmolive Company (CL) | 0.9 | $1.4M | 15k | 90.90 | |
| salesforce (CRM) | 0.8 | $1.3M | 4.7k | 272.69 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.3M | 3.3k | 386.88 | |
| Visa Com Cl A (V) | 0.8 | $1.3M | 3.6k | 355.05 | |
| Cheniere Energy Com New (LNG) | 0.8 | $1.2M | 5.1k | 243.52 | |
| Union Pacific Corporation (UNP) | 0.8 | $1.2M | 5.3k | 230.08 | |
| Eli Lilly & Co. (LLY) | 0.7 | $1.2M | 1.5k | 779.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.2M | 2.4k | 485.77 | |
| Arista Networks Com Shs (ANET) | 0.7 | $1.1M | 11k | 102.31 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.7 | $1.1M | 5.8k | 192.71 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $1.1M | 2.7k | 405.46 | |
| Blackrock (BLK) | 0.7 | $1.1M | 1.0k | 1049.25 | |
| Casey's General Stores (CASY) | 0.7 | $1.0M | 2.0k | 510.27 | |
| Rockwell Automation (ROK) | 0.6 | $1.0M | 3.0k | 332.17 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.6 | $987k | 22k | 45.05 | |
| Pfizer (PFE) | 0.6 | $930k | 38k | 24.24 | |
| Netflix (NFLX) | 0.6 | $909k | 679.00 | 1339.13 | |
| Goldman Sachs (GS) | 0.6 | $893k | 1.3k | 707.75 | |
| Home Depot (HD) | 0.6 | $879k | 2.4k | 366.64 | |
| Meta Platforms Cl A (META) | 0.6 | $878k | 1.2k | 738.09 | |
| Nextera Energy (NEE) | 0.5 | $852k | 12k | 69.42 | |
| Corteva (CTVA) | 0.5 | $849k | 11k | 74.53 | |
| American Tower Reit (AMT) | 0.5 | $837k | 3.8k | 221.02 | |
| Constellation Energy (CEG) | 0.5 | $783k | 2.4k | 322.76 | |
| Danaher Corporation (DHR) | 0.5 | $777k | 3.9k | 197.54 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $765k | 1.3k | 568.44 | |
| Waste Management (WM) | 0.5 | $733k | 3.2k | 228.82 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $727k | 7.3k | 99.02 | |
| Air Products & Chemicals (APD) | 0.5 | $716k | 2.5k | 282.06 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $693k | 4.7k | 146.02 | |
| American Water Works (AWK) | 0.4 | $680k | 4.9k | 139.11 | |
| McDonald's Corporation (MCD) | 0.4 | $665k | 2.3k | 292.21 | |
| Roper Industries (ROP) | 0.4 | $660k | 1.2k | 566.84 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $620k | 1.2k | 509.31 | |
| Ameriprise Financial (AMP) | 0.4 | $614k | 1.2k | 533.73 | |
| McKesson Corporation (MCK) | 0.4 | $597k | 814.00 | 732.78 | |
| Chevron Corporation (CVX) | 0.4 | $579k | 4.0k | 143.19 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $570k | 1.0k | 561.94 | |
| Hca Holdings (HCA) | 0.4 | $569k | 1.5k | 383.10 | |
| Celsius Hldgs Com New (CELH) | 0.4 | $558k | 12k | 46.39 | |
| American Electric Power Company (AEP) | 0.3 | $532k | 5.1k | 103.76 | |
| Bank of America Corporation (BAC) | 0.3 | $508k | 11k | 47.32 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $449k | 2.5k | 177.39 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $445k | 7.3k | 61.21 | |
| Honeywell International (HON) | 0.3 | $442k | 1.9k | 232.88 | |
| AeroVironment (AVAV) | 0.2 | $385k | 1.4k | 284.95 | |
| Norfolk Southern (NSC) | 0.2 | $384k | 1.5k | 255.97 | |
| Cisco Systems (CSCO) | 0.2 | $379k | 5.5k | 69.38 | |
| Analog Devices (ADI) | 0.2 | $352k | 1.5k | 238.02 | |
| Carrier Global Corporation (CARR) | 0.2 | $343k | 4.7k | 73.19 | |
| AutoZone (AZO) | 0.2 | $334k | 90.00 | 3712.23 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $324k | 5.8k | 56.15 | |
| TJX Companies (TJX) | 0.2 | $311k | 2.5k | 123.49 | |
| Palo Alto Networks (PANW) | 0.2 | $309k | 1.5k | 204.64 | |
| Metropcs Communications (TMUS) | 0.2 | $293k | 1.2k | 238.26 | |
| Booking Holdings (BKNG) | 0.2 | $290k | 50.00 | 5789.24 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $273k | 1.3k | 207.62 | |
| Anthem (ELV) | 0.2 | $243k | 625.00 | 388.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $231k | 1.3k | 176.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $227k | 1.0k | 226.49 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $210k | 300.00 | 698.47 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $200k | 2.2k | 91.11 |