one8zero8 as of June 30, 2025
Portfolio Holdings for one8zero8
one8zero8 holds 234 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 |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $26M | 124k | 205.17 | |
| Fortinet (FTNT) | 5.3 | $23M | 213k | 105.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $21M | 44k | 485.77 | |
| Microsoft Corporation (MSFT) | 4.6 | $19M | 39k | 497.41 | |
| Tetra Tech (TTEK) | 3.9 | $17M | 460k | 35.96 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $15M | 52k | 289.91 | |
| Eaton Corp SHS (ETN) | 3.1 | $13M | 37k | 356.99 | |
| Blackstone Group Inc Com Cl A (BX) | 2.4 | $10M | 67k | 149.58 | |
| Johnson & Johnson (JNJ) | 2.2 | $9.5M | 62k | 152.75 | |
| Amazon (AMZN) | 2.2 | $9.3M | 43k | 219.39 | |
| Ares Capital Corporation (ARCC) | 1.9 | $8.0M | 366k | 21.96 | |
| Tecnoglass Ord Shs (TGLS) | 1.6 | $6.9M | 90k | 77.36 | |
| Caretrust Reit (CTRE) | 1.6 | $6.8M | 222k | 30.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $5.5M | 31k | 177.39 | |
| Stoneco Com Cl A (STNE) | 1.2 | $5.3M | 328k | 16.04 | |
| ExlService Holdings (EXLS) | 1.2 | $5.0M | 115k | 43.79 | |
| Palantir Technologies Cl A (PLTR) | 1.2 | $5.0M | 37k | 136.32 | |
| Duke Energy Corp Com New (DUK) | 1.1 | $4.7M | 40k | 118.00 | |
| Philip Morris International (PM) | 1.1 | $4.7M | 26k | 182.13 | |
| Rbc Cad (RY) | 1.1 | $4.7M | 35k | 131.55 | |
| Arista Networks Com Shs (ANET) | 1.0 | $4.4M | 44k | 102.31 | |
| Raytheon Technologies Corp (RTX) | 1.0 | $4.3M | 30k | 146.02 | |
| Ecolab (ECL) | 1.0 | $4.2M | 15k | 269.44 | |
| Valero Energy Corporation (VLO) | 1.0 | $4.1M | 31k | 134.42 | |
| Costco Wholesale Corporation (COST) | 1.0 | $4.1M | 4.2k | 989.94 | |
| Pepsi (PEP) | 0.9 | $4.0M | 31k | 132.04 | |
| NVIDIA Corporation (NVDA) | 0.9 | $3.9M | 25k | 157.99 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $3.9M | 36k | 107.80 | |
| Carlyle Group (CG) | 0.9 | $3.9M | 75k | 51.40 | |
| Stryker Corporation (SYK) | 0.9 | $3.8M | 9.5k | 395.63 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $3.6M | 5.00 | 728800.00 | |
| Landbridge Company Cl A (LB) | 0.8 | $3.4M | 51k | 67.58 | |
| Danaher Corporation (DHR) | 0.8 | $3.3M | 17k | 197.55 | |
| UnitedHealth (UNH) | 0.7 | $3.1M | 9.9k | 311.97 | |
| Calumet (CLMT) | 0.7 | $3.0M | 188k | 15.76 | |
| Lam Research Corp Com New (LRCX) | 0.7 | $2.9M | 30k | 97.34 | |
| Bank of America Corporation (BAC) | 0.7 | $2.8M | 60k | 47.32 | |
| Vitesse Energy Common Stock (VTS) | 0.7 | $2.8M | 127k | 22.09 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.6 | $2.7M | 55k | 48.70 | |
| Goldman Sachs (GS) | 0.6 | $2.7M | 3.8k | 707.75 | |
| Ventas (VTR) | 0.6 | $2.7M | 42k | 63.15 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $2.6M | 6.5k | 405.46 | |
| Lowe's Companies (LOW) | 0.6 | $2.6M | 12k | 221.87 | |
| Paccar (PCAR) | 0.6 | $2.5M | 26k | 95.06 | |
| Schlumberger Com Stk (SLB) | 0.6 | $2.5M | 74k | 33.80 | |
| Kinder Morgan (KMI) | 0.6 | $2.5M | 84k | 29.40 | |
| PerkinElmer (RVTY) | 0.6 | $2.4M | 25k | 96.72 | |
| ON Semiconductor (ON) | 0.6 | $2.3M | 45k | 52.41 | |
| Oracle Corporation (ORCL) | 0.6 | $2.3M | 11k | 218.63 | |
| Qualcomm (QCOM) | 0.5 | $2.2M | 14k | 159.26 | |
| Cisco Systems (CSCO) | 0.5 | $2.2M | 31k | 69.38 | |
| Analog Devices (ADI) | 0.5 | $2.2M | 9.1k | 238.02 | |
| Live Oak Bancshares (LOB) | 0.5 | $2.1M | 71k | 29.80 | |
| Altria (MO) | 0.5 | $2.0M | 34k | 58.63 | |
| Procter & Gamble Company (PG) | 0.4 | $1.8M | 12k | 159.32 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $1.8M | 27k | 67.44 | |
| Truist Financial Corp equities (TFC) | 0.4 | $1.8M | 42k | 42.99 | |
| Abbvie (ABBV) | 0.4 | $1.8M | 9.5k | 185.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.7M | 9.9k | 176.23 | |
| Integral Ad Science Hldng (IAS) | 0.4 | $1.7M | 209k | 8.31 | |
| Wintrust Financial Corporation (WTFC) | 0.4 | $1.7M | 14k | 123.98 | |
| Abbott Laboratories (ABT) | 0.4 | $1.7M | 12k | 136.01 | |
| Visa Com Cl A (V) | 0.4 | $1.6M | 4.6k | 355.06 | |
| Bristol Myers Squibb (BMY) | 0.4 | $1.6M | 35k | 46.29 | |
| Halliburton Company (HAL) | 0.4 | $1.6M | 77k | 20.38 | |
| Church & Dwight (CHD) | 0.4 | $1.5M | 16k | 96.11 | |
| Waters Corporation (WAT) | 0.3 | $1.5M | 4.2k | 349.04 | |
| Chevron Corporation (CVX) | 0.3 | $1.4M | 10k | 143.19 | |
| Sentinelone Cl A (S) | 0.3 | $1.4M | 78k | 18.28 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $1.4M | 18k | 80.11 | |
| International Business Machines (IBM) | 0.3 | $1.4M | 4.7k | 294.78 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $1.3M | 2.9k | 463.14 | |
| BlackRock Enhanced Capital and Income (CII) | 0.3 | $1.3M | 59k | 21.35 | |
| Corning Incorporated (GLW) | 0.3 | $1.2M | 24k | 52.59 | |
| Hubbell (HUBB) | 0.3 | $1.2M | 3.0k | 408.41 | |
| Broadcom (AVGO) | 0.3 | $1.2M | 4.4k | 275.65 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.2M | 25k | 49.18 | |
| Simon Property (SPG) | 0.3 | $1.2M | 7.3k | 160.77 | |
| Sailpoint (SAIL) | 0.3 | $1.2M | 51k | 22.86 | |
| Enbridge (ENB) | 0.3 | $1.1M | 25k | 45.32 | |
| Prologis (PLD) | 0.3 | $1.1M | 10k | 105.12 | |
| Tesla Motors (TSLA) | 0.3 | $1.1M | 3.4k | 317.66 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $1.0M | 118k | 8.75 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $1.0M | 81k | 12.51 | |
| Constellation Energy (CEG) | 0.2 | $943k | 2.9k | 322.76 | |
| Home Depot (HD) | 0.2 | $935k | 2.6k | 366.64 | |
| Wal-Mart Stores (WMT) | 0.2 | $905k | 9.3k | 97.78 | |
| American Express Company (AXP) | 0.2 | $900k | 2.8k | 318.98 | |
| Automatic Data Processing (ADP) | 0.2 | $895k | 2.9k | 308.40 | |
| Coca-Cola Company (KO) | 0.2 | $888k | 13k | 70.75 | |
| Meta Platforms Cl A (META) | 0.2 | $878k | 1.2k | 738.09 | |
| Exelon Corporation (EXC) | 0.2 | $875k | 20k | 43.42 | |
| Verizon Communications (VZ) | 0.2 | $869k | 20k | 43.27 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $867k | 48k | 18.13 | |
| Walt Disney Company (DIS) | 0.2 | $855k | 6.9k | 124.01 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $850k | 17k | 48.86 | |
| General Dynamics Corporation (GD) | 0.2 | $846k | 2.9k | 291.66 | |
| Ss&c Technologies Holding (SSNC) | 0.2 | $839k | 10k | 82.80 | |
| CBOE Holdings (CBOE) | 0.2 | $816k | 3.5k | 233.21 | |
| Doximity Cl A (DOCS) | 0.2 | $807k | 13k | 61.34 | |
| Southern Company (SO) | 0.2 | $800k | 8.7k | 91.83 | |
| Constellation Brands Cl A (STZ) | 0.2 | $792k | 4.9k | 162.68 | |
| Netflix (NFLX) | 0.2 | $777k | 580.00 | 1339.13 | |
| Apa Corporation (APA) | 0.2 | $764k | 42k | 18.29 | |
| Boeing Company (BA) | 0.2 | $758k | 3.6k | 209.53 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $758k | 18k | 42.01 | |
| Raymond James Financial (RJF) | 0.2 | $711k | 4.6k | 153.37 | |
| Motorola Solutions Com New (MSI) | 0.2 | $711k | 1.7k | 420.46 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $710k | 1.1k | 620.64 | |
| AFLAC Incorporated (AFL) | 0.2 | $692k | 6.6k | 105.46 | |
| Eli Lilly & Co. (LLY) | 0.2 | $638k | 818.00 | 779.53 | |
| Ingersoll Rand (IR) | 0.1 | $629k | 7.6k | 83.18 | |
| Hess (HES) | 0.1 | $623k | 4.5k | 138.54 | |
| First Ban (FBNC) | 0.1 | $620k | 14k | 44.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $620k | 2.7k | 226.49 | |
| Linde SHS (LIN) | 0.1 | $610k | 1.3k | 469.18 | |
| Deere & Company (DE) | 0.1 | $604k | 1.2k | 508.49 | |
| Kyndryl Hldgs Common Stock (KD) | 0.1 | $594k | 14k | 41.96 | |
| Blackrock Enhanced Intl Div Com Bene Inter (BGY) | 0.1 | $576k | 100k | 5.79 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $576k | 13k | 43.35 | |
| Wells Fargo & Company (WFC) | 0.1 | $568k | 7.1k | 80.12 | |
| BlackRock Global Opportunities Equity Tr (BOE) | 0.1 | $568k | 50k | 11.35 | |
| Hologic (HOLX) | 0.1 | $560k | 8.6k | 65.16 | |
| Tradeweb Mkts Cl A (TW) | 0.1 | $549k | 3.8k | 146.40 | |
| PNC Financial Services (PNC) | 0.1 | $546k | 2.9k | 186.42 | |
| Kkr & Co (KKR) | 0.1 | $545k | 4.1k | 133.03 | |
| Totalenergies Se Sponsored Ads | 0.1 | $540k | 8.8k | 61.39 | |
| Hershey Company (HSY) | 0.1 | $538k | 3.2k | 165.95 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $524k | 3.2k | 166.09 | |
| Cme (CME) | 0.1 | $524k | 1.9k | 275.62 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.1 | $523k | 60k | 8.65 | |
| SYNNEX Corporation (SNX) | 0.1 | $489k | 3.6k | 135.70 | |
| Southern Copper Corporation (SCCO) | 0.1 | $481k | 4.8k | 101.17 | |
| First Community Bancshares (FCBC) | 0.1 | $481k | 12k | 39.17 | |
| Air Products & Chemicals (APD) | 0.1 | $480k | 1.7k | 282.06 | |
| Hanmi Finl Corp Com New (HAFC) | 0.1 | $477k | 19k | 24.68 | |
| Pfizer (PFE) | 0.1 | $468k | 19k | 24.24 | |
| Encompass Health Corp (EHC) | 0.1 | $459k | 3.7k | 122.63 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $457k | 2.8k | 162.30 | |
| At&t (T) | 0.1 | $454k | 16k | 28.94 | |
| Merck & Co (MRK) | 0.1 | $454k | 5.7k | 79.16 | |
| Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) | 0.1 | $421k | 7.6k | 55.41 | |
| Honeywell International (HON) | 0.1 | $419k | 1.8k | 232.88 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $412k | 6.0k | 68.65 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $396k | 1.3k | 304.83 | |
| Cardinal Health (CAH) | 0.1 | $395k | 2.4k | 168.00 | |
| Sofi Technologies (SOFI) | 0.1 | $392k | 22k | 18.21 | |
| Microchip Technology (MCHP) | 0.1 | $391k | 5.6k | 70.37 | |
| Zoetis Cl A (ZTS) | 0.1 | $390k | 2.5k | 155.95 | |
| salesforce (CRM) | 0.1 | $374k | 1.4k | 272.69 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $364k | 6.2k | 58.33 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $362k | 637.00 | 568.03 | |
| Servicenow (NOW) | 0.1 | $355k | 345.00 | 1028.08 | |
| On Assignment (ASGN) | 0.1 | $342k | 6.9k | 49.93 | |
| Boston Scientific Corporation (BSX) | 0.1 | $328k | 3.1k | 107.41 | |
| Globus Med Cl A (GMED) | 0.1 | $327k | 5.5k | 59.02 | |
| Zimmer Holdings (ZBH) | 0.1 | $324k | 3.6k | 91.21 | |
| L3harris Technologies (LHX) | 0.1 | $316k | 1.3k | 250.84 | |
| American Electric Power Company (AEP) | 0.1 | $315k | 3.0k | 103.76 | |
| Allstate Corporation (ALL) | 0.1 | $312k | 1.6k | 201.31 | |
| Intercontinental Exchange (ICE) | 0.1 | $312k | 1.7k | 183.47 | |
| Vale S A Sponsored Ads (VALE) | 0.1 | $311k | 32k | 9.71 | |
| Uber Technologies (UBER) | 0.1 | $308k | 3.3k | 93.30 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $302k | 4.2k | 71.99 | |
| Martin Marietta Materials (MLM) | 0.1 | $294k | 536.00 | 548.96 | |
| AeroVironment (AVAV) | 0.1 | $293k | 1.0k | 284.95 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $291k | 1.4k | 207.62 | |
| Graphic Packaging Holding Company (GPK) | 0.1 | $284k | 14k | 21.07 | |
| AutoZone (AZO) | 0.1 | $278k | 75.00 | 3712.23 | |
| Pinnacle Financial Partners | 0.1 | $276k | 2.5k | 110.41 | |
| First Horizon National Corporation (FHN) | 0.1 | $276k | 13k | 21.20 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $274k | 2.3k | 121.01 | |
| ResMed (RMD) | 0.1 | $271k | 1.1k | 258.00 | |
| Digital Realty Trust (DLR) | 0.1 | $266k | 1.5k | 174.33 | |
| Medtronic SHS (MDT) | 0.1 | $263k | 3.0k | 87.17 | |
| Public Service Enterprise (PEG) | 0.1 | $261k | 3.1k | 84.18 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $258k | 2.4k | 109.29 | |
| M/a (MTSI) | 0.1 | $258k | 1.8k | 143.29 | |
| Cohen & Steers REIT/P (RNP) | 0.1 | $251k | 11k | 22.77 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $248k | 5.2k | 47.33 | |
| McDonald's Corporation (MCD) | 0.1 | $245k | 840.00 | 292.17 | |
| Intel Corporation (INTC) | 0.1 | $235k | 11k | 22.40 | |
| Caterpillar (CAT) | 0.1 | $233k | 600.00 | 387.88 | |
| Dominion Resources (D) | 0.1 | $230k | 4.1k | 56.52 | |
| Applied Materials (AMAT) | 0.1 | $229k | 1.3k | 183.07 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $227k | 2.0k | 113.41 | |
| Paychex (PAYX) | 0.1 | $224k | 1.5k | 145.46 | |
| Waste Management (WM) | 0.1 | $222k | 971.00 | 228.83 | |
| Ameriprise Financial (AMP) | 0.1 | $221k | 414.00 | 533.73 | |
| Consolidated Edison (ED) | 0.1 | $221k | 2.2k | 100.35 | |
| Colgate-Palmolive Company (CL) | 0.1 | $218k | 2.4k | 90.90 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $216k | 350.00 | 617.85 | |
| National Retail Properties (NNN) | 0.1 | $216k | 5.0k | 43.18 | |
| Extreme Networks (EXTR) | 0.1 | $215k | 12k | 17.95 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $213k | 50k | 4.25 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $212k | 11k | 19.25 | |
| Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.0 | $210k | 3.3k | 63.71 | |
| Paypal Holdings (PYPL) | 0.0 | $208k | 2.8k | 74.32 | |
| Yum! Brands (YUM) | 0.0 | $206k | 1.4k | 148.18 | |
| Kraft Heinz (KHC) | 0.0 | $206k | 8.0k | 25.82 | |
| India Fund (IFN) | 0.0 | $206k | 12k | 16.53 | |
| Micron Technology (MU) | 0.0 | $203k | 1.7k | 123.25 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $185k | 3.0k | 62.02 | |
| Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $184k | 18k | 10.23 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $154k | 505.00 | 303.93 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $153k | 647.00 | 236.98 | |
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $151k | 14k | 10.52 | |
| BlackRock Global Energy & Resources Trus (BGR) | 0.0 | $141k | 11k | 13.26 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $134k | 32k | 4.23 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $126k | 12k | 10.66 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $123k | 432.00 | 285.30 | |
| Digitalbridge Group Cl A New (DBRG) | 0.0 | $112k | 11k | 10.35 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $110k | 829.00 | 133.04 | |
| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.0 | $102k | 12k | 8.86 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $102k | 290.00 | 351.00 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $97k | 11k | 9.19 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $89k | 504.00 | 176.74 | |
| Cleveland-cliffs (CLF) | 0.0 | $84k | 11k | 7.60 | |
| Transocean Registered Shs (RIG) | 0.0 | $66k | 26k | 2.59 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $65k | 148.00 | 438.40 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $57k | 202.00 | 279.83 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $52k | 269.00 | 194.23 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $50k | 118.00 | 424.58 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $36k | 165.00 | 215.79 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $19k | 209.00 | 89.39 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $14k | 102.00 | 138.68 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $13k | 45.00 | 285.87 | |
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $11k | 195.00 | 57.48 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $8.7k | 55.00 | 157.76 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $8.6k | 65.00 | 132.14 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $5.7k | 119.00 | 48.24 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.0 | $4.6k | 400.00 | 11.54 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $1.3k | 62.00 | 20.71 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $992.000000 | 10.00 | 99.20 |