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OLD MISSION CAPITAL LLC

Q4 2025 · Filed 2026-02-17
Market Value
$2.4B
-0.5%
Holdings
1,156
-10
New Purchases
368
Added To
208
Closed
382
Reduced
197
Top 10 Concentration
36.5%
Turnover
64.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VWO 14.97% 0.14% +14.83% $367M
VPL 3.38% 0.29% +3.09% $83M
MSTR 3.07% 0.00% +3.07% $75M
TSLA 2.93% 0.00% +2.93% $72M
QQQ 2.07% 0.00% +2.07% $51M
EWZ 2.50% 0.58% +1.92% $61M
MCHI 3.28% 1.59% +1.69% $80M
NVS 1.44% 0.00% +1.44% $35M
BP 1.29% 0.00% +1.29% $31M
KWEB 1.10% 0.00% +1.10% $27M
ESGE 1.00% 0.00% +1.00% $25M
RSP 1.22% 0.26% +0.96% $30M
TSM 0.91% 0.00% +0.91% $22M
VEU 0.83% 0.00% +0.83% $20M
ERIC 0.77% 0.00% +0.77% $19M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 0.00% 9.14% -9.14% $0
FXI 0.32% 5.57% -5.25% $8M
TLT 0.78% 4.16% -3.39% $19M
IEMG 0.00% 3.29% -3.29% $0
ASHR 1.54% 3.88% -2.34% $38M
SCHF 0.00% 2.21% -2.21% $0
JEMA 0.00% 2.20% -2.20% $0
JPST 0.00% 1.82% -1.82% $0
VEA 0.00% 1.60% -1.60% $0
FENI 0.00% 1.32% -1.32% $0
IWM 0.46% 1.58% -1.11% $11M
PDEC 0.00% 1.08% -1.08% $0
CQQQ 0.55% 1.61% -1.06% $14M
IDEV 0.00% 0.89% -0.89% $0
VTEB 0.00% 0.80% -0.80% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 21 $235M 9.6%
Large Cap 172 $1.0B 42.2%
Mid Cap 157 $567M 23.2%
Small Cap 252 $233M 9.5%
Micro Cap 554 $380M 15.5%

Portfolio Analytics

Avg Market Cap
$24.4B
Median Market Cap
$349M
Avg P/E
34.9
Median P/E
22.2
Avg Dividend Yield
0.01%
Avg Beta
0.85
# Stocks
158
# ETFs / Funds
998

Top Holdings (1,156 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VWO 14.97% 6,818,703 $367M $53.76 $363M +6,756,604 +10880.4%
2 VPL 3.38% 915,083 $83M $90.40 $76M +834,825 +1040.2%
3 MCHI 3.28% 1,336,823 $80M $60.07 $41M +741,450 +124.5%
4 MSTR 3.07% 494,536 $75M $152.06 +494,536 NEW
5 TSLA 2.93% 159,490 $72M $450.31 +159,490 NEW
6 EWZ 2.50% 1,926,675 $61M $31.77 $47M +1,464,112 +316.5%
7 QQQ 2.07% 82,529 $51M $614.31 +82,529 NEW
8 ASHR 1.54% 1,147,397 $38M $32.85 -$58M -1,744,804 -60.3%
9 NVS 1.44% 254,991 $35M $137.87 +254,991 NEW
10 BP 1.29% 906,324 $31M $34.73 +906,324 NEW
11 RSP 1.22% 156,354 $30M $191.56 $24M +122,664 +364.1%
12 INDA 1.13% 512,575 $28M $54.05 -$3M -74,493 -12.7%
13 KWEB 1.10% 788,806 $27M $34.05 +788,806 NEW
14 ESGE 1.00% 555,947 $25M $44.17 +555,947 NEW
15 EPI 0.99% 525,859 $24M $46.29 $6M +107,401 +25.7%
16 TSM 0.91% 72,957 $22M $303.89 +72,957 NEW
17 VEU 0.83% 276,349 $20M $73.56 +276,349 NEW
18 TLT 0.78% 218,285 $19M $87.16 -$83M -927,804 -81.0%
19 ERIC 0.77% 1,954,922 $19M $9.65 +1,954,922 NEW
20 VCIT 0.74% 216,070 $18M $83.75 $4M +53,104 +32.6%
21 COIN 0.73% 79,402 $18M $226.19 +79,402 NEW
22 SMH 0.72% 48,917 $18M $360.13 $15M +40,959 +514.7%
23 IGF 0.70% 279,042 $17M $61.36 +279,042 NEW
24 RYAAY 0.63% 214,891 $16M $72.19 +214,891 NEW
25 VEXC 0.63% 192,673 $15M $79.68 +192,673 NEW
26 COPX 0.63% 213,276 $15M $71.79 $12M +160,875 +307.0%
27 GBTC 0.62% 221,544 $15M $68.36 -$12M -82,865 -27.2%
28 IVV 0.61% 21,958 $15M $684.94 $8M +11,897 +118.2%
29 DEM 0.55% 290,126 $14M $46.71 +290,126 NEW
30 CQQQ 0.55% 260,165 $14M $52.00 -$26M -413,030 -61.4%
31 NVO 0.55% 262,659 $13M $50.88 +262,659 NEW
32 AVEM 0.54% 172,791 $13M $77.02 -$10M -137,002 -44.2%
33 EWJ 0.51% 153,332 $12M $80.74 +153,332 NEW
34 GDXJ 0.50% 108,262 $12M $113.78 +108,262 NEW
35 VOO 0.49% 19,271 $12M $627.13 $8M +12,370 +179.2%
36 EFA 0.49% 124,628 $12M $96.03 +124,628 NEW
37 VXUS 0.48% 156,338 $12M $75.44 +156,338 NEW
38 IWM 0.46% 46,089 $11M $246.16 -$27M -114,270 -71.3%
39 SHYG 0.46% 262,076 $11M $42.87 +262,076 NEW
40 DFEM 0.45% 334,424 $11M $33.08 -$1M -44,124 -11.7%
41 EWW 0.45% 158,674 $11M $69.33 +158,674 NEW
42 KSA 0.45% 300,602 $11M $36.41 +300,602 NEW
43 MARA 0.42% 1,151,218 $10M $8.98 +1,151,218 NEW
44 IBN 0.41% 339,316 $10M $29.80 +339,316 NEW
45 RIO 0.39% 118,608 $9M $80.03 +118,608 NEW
46 BBVA 0.37% 385,897 $9M $23.31 +385,897 NEW
47 FLTR 0.37% 352,937 $9M $25.48 +352,937 NEW
48 EWH 0.37% 422,604 $9M $21.25 -$15M -691,179 -62.1%
49 IBIT 0.34% 166,834 $8M $49.65 +166,834 NEW
50 DEO 0.34% 96,014 $8M $86.27 +96,014 NEW
51 GSK 0.32% 159,910 $8M $49.04 +159,910 NEW
52 ALV 0.32% 65,648 $8M $118.70 +65,648 NEW
53 ARGX 0.32% 9,255 $8M $840.95 +9,255 NEW
54 FXI 0.32% 203,245 $8M $38.29 -$129M -3,126,057 -93.9%
55 IAGG 0.31% 151,847 $8M $50.01 +151,847 NEW
56 SMIN 0.31% 108,504 $8M $69.91 $4M +58,499 +117.0%
57 SNN 0.30% 226,691 $7M $32.81 +226,691 NEW
58 EUFN 0.30% 196,727 $7M $37.09 $5M +132,738 +207.4%
59 EWA 0.29% 274,271 $7M $26.19 $3M +105,335 +62.4%
60 IBHG 0.29% 313,660 $7M $22.32 $7M +301,984 +2586.4%
61 JIVE 0.29% 87,063 $7M $80.28 $2M +17,569 +25.3%
62 BUD 0.28% 108,609 $7M $64.04 +108,609 NEW
63 NFTY 0.28% 118,992 $7M $58.32 $6M +107,945 +977.1%
64 MUFG 0.28% 436,157 $7M $15.86 +436,157 NEW
65 BIDU 0.28% 51,687 $7M $130.92 +51,687 NEW
66 EELV 0.27% 244,195 $7M $27.43 -$2M -81,298 -25.0%
67 ECH 0.27% 164,055 $7M $40.40 +164,055 NEW
68 REMX 0.26% 84,867 $6M $73.92 -$7M -117,213 -58.0%
69 DFAX 0.25% 189,202 $6M $32.73 -$2M -73,246 -27.9%
70 CGIC 0.25% 189,798 $6M $32.50 $2M +51,145 +36.9%
71 EWK 0.25% 253,534 $6M $24.30 $6M +244,514 +2710.8%
72 NLR 0.24% 48,299 $6M $124.20 $2M +19,865 +69.9%
73 CHAT 0.24% 100,334 $6M $58.96 +100,334 NEW
74 GRID 0.24% 38,330 $6M $153.02 +38,330 NEW
75 EWJV 0.23% 142,657 $6M $39.72 $5M +129,303 +968.3%
76 PONY 0.23% 386,835 $6M $14.50 +386,835 NEW
77 SPHY 0.23% 236,660 $6M $23.67 $3M +118,213 +99.8%
78 IDX 0.23% 338,821 $6M $16.51 $3M +207,001 +157.0%
79 SRLN 0.22% 131,772 $5M $41.27 +131,772 NEW
80 DFIS 0.22% 164,699 $5M $32.94 -$2M -76,340 -31.7%
81 DIHP 0.22% 171,171 $5M $31.66 +171,171 NEW
82 GSEE 0.21% 93,439 $5M $56.29 $1M +23,350 +33.3%
83 ETH 0.21% 186,743 $5M $28.06 $4M +160,006 +598.4%
84 ICLN 0.21% 313,203 $5M $16.43 $2M +114,487 +57.6%
85 QTJA 0.21% 171,654 $5M $29.81 $5M +157,157 +1084.1%
86 FLTW 0.21% 82,605 $5M $60.84 +82,605 NEW
87 CGCV 0.20% 158,463 $5M $30.49 $2M +53,495 +51.0%
88 SPLG 0.20% 60,120 $5M $80.22 +60,120 NEW
89 CCJ 0.19% 51,448 $5M $91.49 +51,448 NEW
90 TS 0.18% 117,117 $5M $38.45 +117,117 NEW
91 FLCB 0.18% 205,895 $4M $21.62 +205,895 NEW
92 TEF 0.18% 1,074,052 $4M $4.05 +1,074,052 NEW
93 TIP 0.18% 39,529 $4M $109.91 +39,529 NEW
94 FLBL 0.18% 184,357 $4M $23.42 $4M +175,902 +2080.4%
95 FRDM 0.18% 83,879 $4M $51.27 $4M +78,174 +1370.3%
96 HYMB 0.17% 164,087 $4M $24.94 +164,087 NEW
97 NVDY 0.17% 278,236 $4M $14.61 $2M +144,469 +108.0%
98 AGG 0.16% 39,371 $4M $99.88 +39,371 NEW
99 ASML 0.16% 3,610 $4M $1,069.86 +3,610 NEW
100 HSBC 0.15% 47,325 $4M $78.67 +47,325 NEW

Options Breakdown

39 Calls $1.4B Call Value 33 Puts $351M Put Value 0.25 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 15,389,100 $987M
QQQ 3,315,300 $312M
EFA 5,499,700 $62M
IWM 1,786,000 $29M
EEM 6,367,800 $12M
IVV 202,000 $6M
VOO 124,100 $4M
VTI 115,600 $3M
SMH 105,700 $3M NEW
TLT 6,631,500 $3M

Top Puts

SymbolSharesValueStatus
SPY 24,282,700 $193M
MSTR 849,800 $59M
QQQ 3,283,800 $49M
MARA 1,175,400 $10M
TSLA 206,400 $6M
COIN 207,800 $6M
EFA 5,742,200 $6M
IWM 3,017,700 $5M
EEM 7,373,300 $4M
TLT 4,014,200 $4M

New Positions

SymbolValue% Port
MSTR $75M 3.07%
TSLA $72M 2.93%
QQQ $51M 2.07%
NVS $35M 1.44%
BP $31M 1.29%
KWEB $27M 1.10%
ESGE $25M 1.00%
TSM $22M 0.91%
VEU $20M 0.83%
ERIC $19M 0.77%
COIN $18M 0.73%
IGF $17M 0.70%
RYAAY $16M 0.63%
VEXC $15M 0.63%
DEM $14M 0.55%

Sold Out Positions

SymbolValue% Port
FMAY —%
FLHY —%
GDLC —%
FTRI —%
FDIV —%
IWMI —%
MRNY —%
JEMA —%
HYS —%
MARO —%
IQDG —%
GTR —%
IQLT —%
HODL —%
RDTE —%
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