Thoma Capital Management as of Dec. 31, 2024
Portfolio Holdings for Thoma Capital Management
Thoma Capital Management holds 63 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 S&p 500 Etf Tr Tr Unit (SPY) | 18.9 | $28M | 47k | 586.08 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 18.8 | $27M | 533k | 51.51 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 7.9 | $12M | 61k | 190.88 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 7.8 | $11M | 40k | 287.82 | |
| Select Sector Spdr Tr Technology (XLK) | 6.9 | $10M | 43k | 232.52 | |
| Amplify Etf Tr Amplify Cybersec (HACK) | 3.9 | $5.7M | 77k | 74.49 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.5 | $5.2M | 37k | 137.57 | |
| Apple (AAPL) | 2.6 | $3.8M | 15k | 250.41 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 2.5 | $3.7M | 467k | 7.86 | |
| Amazon (AMZN) | 1.5 | $2.1M | 9.7k | 219.38 | |
| Microsoft Corporation (MSFT) | 1.3 | $1.9M | 4.5k | 421.46 | |
| NVIDIA Corporation (NVDA) | 1.1 | $1.6M | 12k | 134.29 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.4M | 2.7k | 511.30 | |
| International Business Machines (IBM) | 0.8 | $1.1M | 5.2k | 219.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.1M | 6.1k | 189.31 | |
| Jefferies Finl Group (JEF) | 0.8 | $1.1M | 14k | 78.40 | |
| Tesla Motors (TSLA) | 0.8 | $1.1M | 2.8k | 403.84 | |
| Meta Platforms Cl A (META) | 0.8 | $1.1M | 1.9k | 585.49 | |
| Walt Disney Company (DIS) | 0.7 | $1.0M | 9.3k | 111.35 | |
| Bny Mellon Strategic Muns (LEO) | 0.7 | $980k | 162k | 6.04 | |
| Oracle Corporation (ORCL) | 0.6 | $921k | 5.5k | 166.65 | |
| Draftkings Com Cl A (DKNG) | 0.6 | $902k | 24k | 37.20 | |
| Marvell Technology (MRVL) | 0.6 | $883k | 8.0k | 110.45 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.6 | $828k | 32k | 25.54 | |
| Eli Lilly & Co. (LLY) | 0.6 | $819k | 1.1k | 772.27 | |
| Eaton Corp SHS (ETN) | 0.6 | $816k | 2.5k | 331.87 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $800k | 4.6k | 172.41 | |
| Honeywell International (HON) | 0.5 | $744k | 3.3k | 225.89 | |
| American Electric Power Company (AEP) | 0.5 | $743k | 8.1k | 92.23 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $742k | 9.5k | 78.18 | |
| Wal-Mart Stores (WMT) | 0.5 | $727k | 8.0k | 90.36 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $722k | 3.0k | 239.69 | |
| Cloudflare Cl A Com (NET) | 0.5 | $720k | 6.7k | 107.68 | |
| Roblox Corp Cl A (RBLX) | 0.5 | $687k | 12k | 57.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $687k | 1.5k | 453.30 | |
| T. Rowe Price (TROW) | 0.5 | $684k | 6.0k | 113.08 | |
| Amgen (AMGN) | 0.5 | $683k | 2.6k | 260.66 | |
| Cheniere Energy Com New (LNG) | 0.5 | $680k | 3.2k | 214.87 | |
| Coca-Cola Company (KO) | 0.5 | $669k | 11k | 62.26 | |
| Chevron Corporation (CVX) | 0.5 | $659k | 4.5k | 144.85 | |
| Diamondback Energy (FANG) | 0.4 | $640k | 3.9k | 163.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $637k | 3.3k | 190.44 | |
| Danaher Corporation (DHR) | 0.4 | $618k | 2.7k | 229.53 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $583k | 1.4k | 425.50 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.4 | $559k | 17k | 33.45 | |
| Abbvie (ABBV) | 0.4 | $551k | 3.1k | 177.69 | |
| Broadcom (AVGO) | 0.4 | $543k | 2.3k | 231.80 | |
| Devon Energy Corporation (DVN) | 0.4 | $530k | 16k | 32.73 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $524k | 1.1k | 485.94 | |
| Pfizer (PFE) | 0.4 | $523k | 20k | 26.53 | |
| Boeing Company (BA) | 0.3 | $508k | 2.9k | 177.01 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $383k | 5.1k | 75.63 | |
| Visa Com Cl A (V) | 0.2 | $347k | 1.1k | 316.04 | |
| Qualcomm (QCOM) | 0.2 | $343k | 2.2k | 153.61 | |
| Digital Realty Trust (DLR) | 0.2 | $342k | 1.9k | 177.38 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.2 | $332k | 6.7k | 49.40 | |
| Procter & Gamble Company (PG) | 0.2 | $318k | 1.9k | 167.69 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $288k | 4.8k | 60.30 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $283k | 705.00 | 401.58 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $272k | 1.7k | 159.52 | |
| Public Service Enterprise (PEG) | 0.2 | $253k | 3.0k | 84.49 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $221k | 4.4k | 50.13 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $208k | 1.9k | 107.56 |