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

QLD Proshares Tr 20.9% Added +8%

SSO Proshares Tr 7.4% Added +14%

MU Micron Technology Inc 7.0% Held

QQQ Invesco QQQ Tr 5.5% Trimmed −2%

STX Seagate Technology Holdings PLC 5.1% Held

USD Proshares Tr 4.7% Held

FBCG Fidelity Covington Trust 4.2% Added +9%

FFLC Fidelity Covington Trust 4.0% Added +10%

NVDA NVIDIA Corp 3.4% Held

MUU Direxion Shares ETF Trust 2.3% Trimmed −8%

FIX Comfort Systems USA Inc 2.3% Held ALAB Astera Labs, Inc. 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Aug 11, 2026 filing

add_circleNew

GLD $3.11M
UGL $1.46M
KLAC $632K
CRWL $434K

arrow_upwardAdded

SPY +25%
ICVT +19%
SSO +14%
FFLC +10%

arrow_downwardTrimmed

IEF −48%
MUU −8%
COHR −4%
QQQ −2%

remove_circleSold out

FTAI $836K
GGLL $300K
LABX $290K
CAT $253K

Dedeker Financial LLC

Where the money is

Biggest moves since Jun 30, 2026

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