Sicart Associates as of Dec. 31, 2024
Portfolio Holdings for Sicart Associates
Sicart Associates holds 69 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 8.2 | $23M | 94k | 242.13 | |
| Netflix (NFLX) | 5.8 | $16M | 18k | 891.32 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.9 | $14M | 158k | 87.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $11M | 56k | 189.30 | |
| Tesla Motors (TSLA) | 3.8 | $11M | 26k | 403.84 | |
| Gilead Sciences (GILD) | 3.5 | $9.8M | 106k | 92.37 | |
| Targa Res Corp (TRGP) | 3.4 | $9.5M | 53k | 178.50 | |
| Meta Platforms Cl A (META) | 3.2 | $9.1M | 16k | 585.51 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.0 | $8.3M | 90k | 92.45 | |
| SYSCO Corporation (SYY) | 3.0 | $8.2M | 108k | 76.46 | |
| Illumina (ILMN) | 2.9 | $8.1M | 61k | 133.63 | |
| Wells Fargo & Company (WFC) | 2.9 | $8.0M | 114k | 70.24 | |
| FedEx Corporation (FDX) | 2.8 | $7.8M | 28k | 282.78 | |
| Schlumberger Com Stk (SLB) | 2.7 | $7.6M | 196k | 38.62 | |
| Kraft Heinz (KHC) | 2.6 | $7.4M | 241k | 30.71 | |
| Airbnb Com Cl A (ABNB) | 2.5 | $7.0M | 53k | 131.41 | |
| Ionis Pharmaceuticals (IONS) | 2.3 | $6.5M | 186k | 34.96 | |
| Bunge Global Sa Com Shs (BG) | 2.2 | $6.1M | 79k | 77.76 | |
| Walt Disney Company (DIS) | 2.2 | $6.1M | 55k | 111.87 | |
| Ishares Tr Ishares Biotech (IBB) | 2.2 | $6.1M | 46k | 132.21 | |
| Medtronic SHS (MDT) | 2.2 | $6.1M | 75k | 80.58 | |
| Mp Materials Corp Com Cl A (MP) | 2.1 | $5.8M | 371k | 15.60 | |
| Corning Incorporated (GLW) | 2.0 | $5.6M | 119k | 47.52 | |
| Apple (AAPL) | 1.9 | $5.2M | 21k | 250.42 | |
| Albemarle Corporation (ALB) | 1.6 | $4.5M | 52k | 86.59 | |
| Zoom Communications Cl A (ZM) | 1.6 | $4.4M | 54k | 81.61 | |
| Coca-Cola Company (KO) | 1.5 | $4.3M | 69k | 62.26 | |
| Guardant Health (GH) | 1.5 | $4.3M | 140k | 30.55 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $3.9M | 8.8k | 444.68 | |
| Clorox Company (CLX) | 1.4 | $3.8M | 23k | 162.41 | |
| Nutrien (NTR) | 1.3 | $3.8M | 84k | 44.73 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.3 | $3.7M | 40k | 91.43 | |
| Vanguard World Mega Grwth Ind (MGK) | 1.3 | $3.6M | 10k | 343.41 | |
| Fortuna Mng Corp Com New (FSM) | 1.0 | $2.8M | 650k | 4.29 | |
| At&t (T) | 1.0 | $2.7M | 119k | 22.77 | |
| Mosaic (MOS) | 1.0 | $2.7M | 110k | 24.58 | |
| Campbell Soup Company (CPB) | 1.0 | $2.7M | 65k | 41.88 | |
| Intel Corporation (INTC) | 0.9 | $2.6M | 132k | 20.05 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $2.5M | 42k | 58.93 | |
| Starbucks Corporation (SBUX) | 0.6 | $1.8M | 20k | 91.25 | |
| Amazon (AMZN) | 0.5 | $1.3M | 6.0k | 219.39 | |
| McDonald's Corporation (MCD) | 0.4 | $1.0M | 3.5k | 289.89 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.4 | $981k | 10k | 96.99 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.3 | $942k | 98k | 9.65 | |
| Ishares Silver Tr Ishares (SLV) | 0.3 | $738k | 28k | 26.33 | |
| Cg Oncology (CGON) | 0.3 | $717k | 25k | 28.68 | |
| Align Technology (ALGN) | 0.2 | $689k | 3.3k | 208.51 | |
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $567k | 5.2k | 110.11 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $529k | 982.00 | 538.81 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $481k | 4.5k | 107.57 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $478k | 5.3k | 90.06 | |
| Johnson & Johnson (JNJ) | 0.1 | $399k | 2.8k | 144.62 | |
| Microsoft Corporation (MSFT) | 0.1 | $390k | 926.00 | 421.50 | |
| Chubb (CB) | 0.1 | $385k | 1.4k | 277.21 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $384k | 5.0k | 76.83 | |
| Rockwell Automation (ROK) | 0.1 | $357k | 1.3k | 285.79 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $332k | 1.4k | 239.71 | |
| Emerson Electric (EMR) | 0.1 | $322k | 2.6k | 123.93 | |
| Roblox Corp Cl A (RBLX) | 0.1 | $285k | 4.9k | 57.86 | |
| Block Cl A (XYZ) | 0.1 | $275k | 3.2k | 84.99 | |
| Home Depot (HD) | 0.1 | $272k | 700.00 | 388.99 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $244k | 1.3k | 185.13 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $239k | 2.3k | 103.30 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $220k | 431.00 | 511.23 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $219k | 544.00 | 401.58 | |
| AFLAC Incorporated (AFL) | 0.1 | $217k | 2.1k | 103.44 | |
| Kinross Gold Corp (KGC) | 0.1 | $144k | 16k | 9.27 | |
| B2gold Corp (BTG) | 0.0 | $54k | 22k | 2.45 | |
| Luokung Technology Corp Shs New (LKCOF) | 0.0 | $39k | 21k | 1.83 |