account_balance
Investment manager · 13F filer · SEC CIK 1696494
Sicart Associates LLC
Reported value$413Mas of Sep 30, 2026
Positions73 5 new, 6 sold out
Top 10 weight50.4%BIL alone is 9%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Series Trust
8.9%Added +5%
GLDSPDR Gold Trust
7.0%Trimmed −7%
GHGuardant Health, Inc.
7.0%Trimmed −22%
ILMNIllumina, Inc.
5.2%
TSLATesla, Inc.
4.7%Added +9%
GOOGLAlphabet Inc.
3.9%
ABNBAirbnb, Inc.
3.8%Trimmed −3%
TRGPTarga Resources Corp.
3.8%
MPMP Materials Corp.
3.1%Added +16%
FSMFortuna Mining Corp.
3.0%
NFLXNetflix Inc
2.9%
IEFiShares Tr
2.7%
BILSPDR Series Trust
8.9%Added +5%
GLDSPDR Gold Trust
7.0%Trimmed −7%
GHGuardant Health, Inc.
7.0%Trimmed −22%
ILMNIllumina, Inc.
5.2%
TSLATesla, Inc.
4.7%+9%
GOOGLAlphabet Inc.
3.9%
ABNBAirbnb, Inc.
3.8%
TRGPTarga Resources Corp.
3.8%
MPMP Materials Corp.
3.1%
FSM3.0%NFLXIEF2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIL SPDR Series Trust 8.9% Added +5%
GLD SPDR Gold Trust 7.0% Trimmed −7%GH Guardant Health, Inc. 7.0% Trimmed −22%ILMN Illumina, Inc. 5.2% HeldTSLA Tesla, Inc. 4.7% Added +9%GOOGL Alphabet Inc. 3.9% HeldABNB Airbnb, Inc. 3.8% Trimmed −3%TRGP Targa Resources Corp. 3.8% HeldMP MP Materials Corp. 3.1% Added +16%FSM Fortuna Mining Corp. 3.0% HeldNFLX Netflix Inc 2.9% HeldIEF iShares Tr 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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