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OLD MISSION CAPITAL LLC

Q2 2025 · Filed 2025-08-14
Market Value
$3.4B
-32.9%
Holdings
1,161
-1
New Purchases
390
Added To
215
Closed
343
Reduced
209
Top 10 Concentration
51.7%
Turnover
63.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EMXC 15.41% 0.86% +14.54% $528M
TLT 6.97% 0.04% +6.93% $239M
QQQ 6.23% 0.00% +6.23% $213M
IDEV 3.34% 0.31% +3.02% $114M
SCHF 2.64% 0.16% +2.48% $90M
EEM 2.13% 0.00% +2.13% $73M
IBIT 1.91% 0.04% +1.87% $65M
JEMA 1.26% 0.10% +1.16% $43M
IVV 1.25% 0.15% +1.10% $43M
VOO 0.96% 0.00% +0.96% $33M
INFY.NS 0.90% 0.00% +0.90% $31M
AVEM 0.87% 0.00% +0.87% $30M
RSP 0.97% 0.15% +0.82% $33M
6160.HK 0.62% 0.00% +0.62% $21M
FNDE 0.62% 0.01% +0.60% $21M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 8.18% 28.60% -20.42% $280M
IEMG 0.00% 8.15% -8.15% $0
IWM 3.58% 8.40% -4.83% $123M
VXUS 0.00% 2.68% -2.68% $0
FXI 0.00% 2.16% -2.16% $0
ASHR 0.38% 2.48% -2.10% $13M
MCHI 0.00% 2.07% -2.07% $0
KWEB 0.00% 1.98% -1.98% $0
EFV 0.00% 1.82% -1.82% $0
EFG 0.11% 1.83% -1.72% $4M
SNY 0.00% 0.96% -0.96% $0
EWY 0.00% 0.88% -0.88% $0
FEZ 0.00% 0.62% -0.62% $0
USHY 0.00% 0.57% -0.57% $0
JPST 0.00% 0.53% -0.53% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 20 $652M 19.0%
Large Cap 175 $1.6B 47.9%
Mid Cap 186 $290M 8.5%
Small Cap 294 $446M 13.0%
Micro Cap 486 $396M 11.6%

Portfolio Analytics

Avg Market Cap
$22.5B
Median Market Cap
$479M
Avg P/E
30.4
Median P/E
16.7
Avg Dividend Yield
0.04%
Avg Beta
0.84
# Stocks
121
# ETFs / Funds
1,040

Top Holdings (1,161 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EMXC 15.41% 8,356,124 $528M $63.14 $484M +7,555,730 +944.0%
2 SPY 8.18% 453,317 $280M $617.85 -$1.2B -2,157,066 -82.6%
3 TLT 6.97% 2,703,664 $239M $88.25 $236M +2,680,568 +11606.2%
4 QQQ 6.23% 386,769 $213M $551.64 +386,769 NEW
5 IWM 3.58% 567,762 $123M $215.79 -$307M -1,583,102 -73.6%
6 IDEV 3.34% 1,503,051 $114M $76.04 $98M +1,271,130 +548.1%
7 SCHF 2.64% 4,094,703 $90M $22.10 $82M +3,675,894 +877.7%
8 EEM 2.13% 1,514,823 $73M $48.24 +1,514,823 NEW
9 IBIT 1.91% 1,068,798 $65M $61.21 $63M +1,021,784 +2173.4%
10 AGG 1.32% 455,627 $45M $99.20 -$36M -360,758 -44.2%
11 JEMA 1.26% 1,004,037 $43M $43.05 $38M +864,245 +618.2%
12 IVV 1.25% 69,148 $43M $620.90 $35M +55,275 +398.4%
13 RSP 0.97% 183,091 $33M $181.74 $26M +139,746 +322.4%
14 VOO 0.96% 57,876 $33M $568.03 +57,876 NEW
15 INFY.NS 0.90% 1,655,125 $31M $18.53 +1,655,125 NEW
16 AVEM 0.87% 432,813 $30M $68.54 +432,813 NEW
17 6160.HK 0.62% 87,896 $21M $242.07 +87,896 NEW
18 FNDE 0.62% 639,267 $21M $33.01 $20M +618,127 +2924.0%
19 DBEF 0.62% 481,763 $21M $43.75 $18M +416,017 +632.8%
20 CGDV 0.61% 530,527 $21M $39.49 $16M +386,884 +269.3%
21 ESGE 0.58% 503,701 $20M $39.17 $19M +484,088 +2468.2%
22 PFEB 0.57% 512,215 $19M $38.01 $19M +499,137 +3816.6%
23 SPEM 0.54% 435,365 $19M $42.74 +435,365 NEW
24 PDD 0.53% 173,565 $18M $104.66 $18M +169,783 +4489.2%
25 CCNR 0.50% 652,163 $17M $26.09 +652,163 NEW
26 TOTB.DE 0.48% 266,799 $16M $61.39 +266,799 NEW
27 JPEM 0.45% 274,188 $15M $56.41 -$3M -70,833 -20.5%
28 DFAX 0.43% 504,241 $15M $29.37 $2M +20,552 +4.2%
29 9999.HK 0.42% 107,123 $14M $134.58 +107,123 NEW
30 CGUS 0.42% 387,686 $14M $36.93 $1M +3,672 +1.0%
31 BBEM 0.41% 240,126 $14M $58.17 $7M +107,410 +80.9%
32 BBJP 0.41% 226,087 $14M $61.78 +226,087 NEW
33 VYMI 0.40% 172,777 $14M $80.11 $2M +15,198 +9.6%
34 VTEB 0.38% 267,917 $13M $49.03 +267,917 NEW
35 ASHR 0.38% 476,557 $13M $27.54 -$114M -4,297,979 -90.0%
36 DFEM 0.38% 432,861 $13M $29.68 $10M +325,037 +301.4%
37 DFIC 0.35% 383,759 $12M $31.09 $8M +246,607 +179.8%
38 PXH 0.35% 507,868 $12M $23.39 $11M +446,920 +733.3%
39 MFEM 0.34% 556,978 $12M $21.16 $2M +49,642 +9.8%
40 EWX 0.34% 188,605 $12M $62.03 $7M +113,822 +152.2%
41 EWQ 0.34% 269,944 $12M $42.80 $11M +250,389 +1280.4%
42 GMF 0.32% 85,518 $11M $126.40 $4M +27,965 +48.6%
43 RTO.L 0.31% 443,528 $11M $24.00 +443,528 NEW
44 CGGR 0.31% 260,006 $11M $40.65 -$2M -106,903 -29.1%
45 FEMS 0.28% 236,826 $10M $40.61 $5M +105,667 +80.6%
46 MT 0.26% 284,066 $9M $31.58 -$15M -530,727 -65.1%
47 BND 0.26% 119,910 $9M $73.63 $3M +46,013 +62.3%
48 MDY 0.26% 15,542 $9M $566.48 +15,542 NEW
49 CGBL 0.26% 261,722 $9M $33.44 $8M +222,249 +563.0%
50 IBHF 0.25% 373,758 $9M $23.23 $8M +356,344 +2046.3%
51 EWS 0.24% 312,874 $8M $25.98 +312,874 NEW
52 DFIV 0.23% 185,083 $8M $42.83 -$998K -41,669 -18.4%
53 DFSE 0.23% 207,019 $8M $38.06 +207,019 NEW
54 SPLG 0.23% 107,300 $8M $72.69 $2M +16,416 +18.1%
55 PIN 0.22% 283,215 $8M $26.95 $3M +91,987 +48.1%
56 IDV 0.22% 219,836 $8M $34.51 +219,836 NEW
57 GXC 0.22% 84,725 $7M $87.55 $5M +57,882 +215.6%
58 HELO 0.21% 114,697 $7M $62.58 $5M +71,668 +166.6%
59 JIVE 0.21% 102,289 $7M $69.30 +102,289 NEW
60 HOOY 0.21% 104,292 $7M $67.60 +104,292 NEW
61 STXE 0.20% 225,481 $7M $31.01 $1M +24,126 +12.0%
62 EELV 0.18% 232,638 $6M $26.12 $3M +103,048 +79.5%
63 MSTY 0.18% 270,556 $6M $22.17 +270,556 NEW
64 FIXD 0.17% 136,310 $6M $43.89 $1M +30,561 +28.9%
65 CGIE 0.17% 178,857 $6M $32.92 $5M +156,256 +691.4%
66 HYLS 0.17% 137,779 $6M $41.81 +137,779 NEW
67 IGF 0.16% 95,088 $6M $59.20 -$10M -195,058 -67.2%
68 GBTC 0.16% 64,382 $5M $84.83 +64,382 NEW
69 MINT 0.16% 53,243 $5M $100.53 +53,243 NEW
70 HYLB 0.15% 139,886 $5M $36.92 +139,886 NEW
71 WPP.L 0.15% 147,405 $5M $35.01 +147,405 NEW
72 MEM 0.15% 156,136 $5M $32.50 $4M +104,864 +204.5%
73 NOVN.SW 0.15% 41,649 $5M $121.01 +41,649 NEW
74 ARGT 0.15% 59,212 $5M $84.73 -$1M -17,868 -23.2%
75 YMM 0.15% 420,834 $5M $11.81 +420,834 NEW
76 HERO 0.14% 150,094 $5M $32.73 $5M +141,130 +1574.4%
77 AIQ 0.14% 112,336 $5M $43.69 +112,336 NEW
78 PAUG 0.14% 119,246 $5M $40.46 -$6M -179,590 -60.1%
79 JNK 0.14% 49,188 $5M $97.27 +49,188 NEW
80 DFAE 0.14% 164,468 $5M $28.95 +164,468 NEW
81 NLR 0.14% 42,346 $5M $111.18 $3M +14,657 +52.9%
82 AIA 0.14% 57,970 $5M $81.06 $4M +41,883 +260.4%
83 ASHS 0.14% 158,298 $5M $29.65 $1M +46,651 +41.8%
84 MEMX 0.14% 143,266 $5M $32.73 $3M +72,049 +101.2%
85 EWJV 0.13% 129,763 $5M $34.75 +129,763 NEW
86 HYGV 0.13% 108,859 $4M $41.03 +108,859 NEW
87 FTSL 0.13% 96,476 $4M $45.89 +96,476 NEW
88 ERCB.DE 0.13% 516,529 $4M $8.48 +516,529 NEW
89 JCPB 0.12% 89,561 $4M $47.06 $4M +76,582 +590.0%
90 MJ 0.12% 233,414 $4M $17.96 $3M +192,207 +466.4%
91 RING 0.12% 95,083 $4M $43.78 +95,083 NEW
92 MEMS 0.12% 153,053 $4M $26.18 $703K +11,603 +8.2%
93 PJUN 0.12% 99,564 $4M $39.76 $3M +85,774 +622.0%
94 EFG 0.11% 35,071 $4M $112.00 -$90M -899,674 -96.2%
95 ARGX.BR 0.11% 7,094 $4M $551.22 +7,094 NEW
96 NVDY 0.11% 232,529 $4M $16.77 -$842K -75,760 -24.6%
97 SMIN 0.11% 50,183 $4M $77.18 -$2M -30,978 -38.2%
98 EZU 0.11% 65,017 $4M $59.45 +65,017 NEW
99 XYLD 0.11% 98,207 $4M $38.94 $521K +14,569 +17.4%
100 JMUB 0.11% 75,307 $4M $49.64 +75,307 NEW

Options Breakdown

30 Calls $2.1B Call Value 29 Puts $164M Put Value 0.08 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 12,647,300 $1.4B
QQQ 1,475,100 $217M
MSTR 1,917,200 $156M
COIN 2,548,900 $151M NEW
IWM 2,131,900 $59M
EFA 3,262,400 $39M
AMD 942,200 $12M
EEM 2,535,700 $8M
HOOD 662,100 $7M NEW
TLT 1,650,800 $3M

Top Puts

SymbolSharesValueStatus
SPY 13,457,200 $66M
COIN 1,159,400 $34M NEW
QQQ 3,080,200 $25M
MSTR 2,555,000 $12M
TLT 2,722,000 $9M
IWM 2,336,500 $6M
MARA 3,562,200 $3M NEW
EEM 4,924,500 $2M
AMD 1,074,100 $1M
TSLA 58,900 $1M NEW

New Positions

SymbolValue% Port
QQQ $213M 6.23%
EEM $73M 2.13%
VOO $33M 0.96%
INFY.NS $31M 0.90%
AVEM $30M 0.87%
6160.HK $21M 0.62%
SPEM $19M 0.54%
CCNR $17M 0.50%
TOTB.DE $16M 0.48%
9999.HK $14M 0.42%
BBJP $14M 0.41%
VTEB $13M 0.38%
RTO.L $11M 0.31%
MDY $9M 0.26%
EWS $8M 0.24%

Sold Out Positions

SymbolValue% Port
ASX —%
AGCO —%
ALV —%
NOK —%
BBVA —%
AMT —%
SHV —%
DDD —%
RELX —%
SE —%
CEPU —%
WPP —%
ATHM —%
ET —%
BTI —%
View SEC EDGAR Filings for OLD MISSION CAPITAL LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms