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Asset Manager ← All Institutions

Warberg Asset Management LLC

716 OAK STREET, WINNETKA, IL 60093 • 847-418-8333

Q2 2025 · Filed 2025-08-12
Market Value
$24M
+15.5%
Holdings
97
-6
New Purchases
24
Added To
10
Closed
37
Reduced
11
Top 10 Concentration
63.7%
Turnover
62.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VIAC 10.88% 0.00% +10.88% $3M
STXS 10.75% 2.86% +7.89% $3M
EXEEL 5.14% 0.00% +5.14% $1M
OXY-WT 5.11% 0.00% +5.11% $1M
EPR-PC 14.52% 10.15% +4.38% $3M
KCHVU 3.36% 0.00% +3.36% $796K
AVPTW 2.64% 0.33% +2.31% $626K
EPR-PE 2.15% 0.00% +2.15% $509K
PELIR 2.11% 0.00% +2.11% $500K
TVAIU 1.92% 0.00% +1.92% $454K
GBTC 1.79% 0.00% +1.79% $424K
BAC-PL 1.54% 0.00% +1.54% $364K
RGTIW 2.18% 0.69% +1.50% $518K
XRPNU 1.29% 0.00% +1.29% $306K
IPODU 1.26% 0.00% +1.26% $300K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 0.00% 13.71% -13.71% $0
SGOV 0.00% 5.53% -5.53% $0
CLRC 0.00% 4.41% -4.41% $0
GTLS-PB 0.00% 3.85% -3.85% $0
APO-PA 0.00% 3.74% -3.74% $0
AAPL 0.00% 3.74% -3.74% $0
GCMGW 1.25% 4.50% -3.26% $295K
ATLX 0.00% 3.20% -3.20% $0
UCFI 0.00% 3.19% -3.19% $0
XLF 0.00% 3.16% -3.16% $0
SBUX 0.00% 2.15% -2.15% $0
GDXJ 0.00% 1.88% -1.88% $0
UYSCU 0.00% 0.73% -0.73% $0
SMR 0.00% 0.72% -0.72% $0
NNAVW 0.00% 0.54% -0.54% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 48.7%
Energy 35.6%
Real Estate 8.2%
Healthcare 3.8%
Industrials 1.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $364K 1.5%
Large Cap 8 $5M 22.9%
Mid Cap 8 $5M 20.5%
Small Cap 9 $3M 11.5%
Micro Cap 69 $10M 43.5%

Portfolio Analytics

Avg Market Cap
$60.6B
Median Market Cap
$63M
Avg P/E
31.2
Median P/E
27.6
Avg Dividend Yield
0.00%
Avg Beta
0.91
# Stocks
91
# ETFs / Funds
6

Top Holdings (97 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EPR-PC 14.52% 135,412 $3M $25.42 $1M +45,232 +50.2%
2 VIAC 10.88% 200,000 $3M $12.89 +200,000 NEW
3 STXS 10.75% 1,201,500 $3M $2.12 $2M +867,878 +260.1%
4 EXEEL 5.14% 11,257 $1M $108.28 +11,257 NEW
5 OXY-WT 5.11% 58,599 $1M $20.67 +58,599 NEW
6 FORL 3.71% 75,932 $879K $11.57 $19K
7 VCIC 3.69% 84,156 $875K $10.40 $20K
8 KCHVU 3.36% 78,200 $796K $10.18 +78,200 NEW
9 NEN 3.31% 10,730 $784K $73.10 -$646 +1,081 +11.2%
10 PGACU 3.27% 76,190 $776K $10.18 $12K
11 TDAC 3.23% 74,422 $765K $10.28 $15K +2
12 YCY 2.95% 67,196 $700K $10.42 $8K
13 AVPTW 2.64% 80,602 $626K $7.77 $558K +64,602 +403.8%
14 RGTIW 2.18% 123,575 $518K $4.19 $377K +72,167 +140.4%
15 EPR-PE 2.15% 16,336 $509K $31.18 +16,336 NEW
16 PELIR 2.11% 50,000 $500K $10.01 +50,000 NEW
17 OPFI-WT 2.03% 112,553 $482K $4.28 $136K -47,789 -29.8%
18 TVAIU 1.92% 44,699 $454K $10.16 +44,699 NEW
19 GBTC 1.79% 5,001 $424K $84.83 +5,001 NEW
20 BAC-PL 1.54% 300 $364K $1,213.00 +300 NEW
21 XRPNU 1.29% 30,000 $306K $10.21 +30,000 NEW
22 IPODU 1.26% 29,816 $300K $10.05 +29,816 NEW
23 GCMGW 1.25% 461,528 $295K $0.64 -$629K -69,600 -13.1%
24 AXINU 1.02% 24,000 $242K $10.09 +24,000 NEW
25 WTGUU 1.02% 23,995 $242K $10.09 +23,995 NEW
26 QSEAU 1.02% 24,000 $241K $10.05 +24,000 NEW
27 KRE 0.96% 3,830 $228K $59.43 +3,830 NEW
28 ATMC 0.93% 18,876 $221K $11.71 $8K +601 +3.3%
29 COPL 0.74% 17,400 $175K $10.07 +17,400 NEW
30 CMPOW 0.67% 25,565 $160K $6.25 +25,565 NEW
31 FGMC 0.63% 15,000 $148K $9.88 $4K
32 TVA 0.43% 10,000 $101K $10.09 +10,000 NEW
33 JOBY-WT 0.37% 36,638 $88K $2.40 -$69K -90,962 -71.3%
34 USARW 0.30% 30,214 $72K $2.38 +30,214 NEW
35 PROP 0.23% 18,379 $55K $2.99 -$30K +2,544 +16.1%
36 NXGLW 0.19% 184,496 $46K $0.25 -$38K -22,759 -11.0%
37 HURA 0.19% 20,000 $45K $2.24 +20,000 NEW
38 MTEKW 0.18% 139,831 $42K $0.30 -$12K -103,519 -42.5%
39 CBUS 0.17% 30,000 $41K $1.38 +30,000 NEW
40 DAICW 0.14% 432,500 $33K $0.08 +432,500 NEW
41 HNRA-WT 0.14% 634,640 $32K $0.05 -$4K -14,400 -2.2%
42 EONR 0.10% 67,564 $23K $0.35 $19K +57,564 +575.6%
43 FLYX-WT 0.10% 215,465 $23K $0.11 $20K +185,667 +623.1%
44 PMNT 0.09% 75,000 $20K $0.27 +75,000 NEW
45 DTSTW 0.04% 83,469 $10K $0.12 -$40K -55,648 -40.0%
46 AIRJW 0.04% 14,800 $10K $0.65 $1K
47 MOBBW 0.03% 17,244 $6K $0.37 -$3K -12,756 -42.5%
48 ONFOW 0.02% 42,344 $5K $0.13 -$29K -105,826 -71.4%
49 ILLRW 0.02% 60,900 $5K $0.09 -$1K
50 FGIWW 0.02% 121,152 $5K $0.04 -$133
51 BTBDW 0.02% 117,882 $4K $0.04 -$2K
52 SVREW 0.02% 136,283 $4K $0.03 $72 -8,678 -6.0%
53 NXPLW 0.02% 34,060 $4K $0.12 -$6K -11,626 -25.4%
54 PIIIW 0.01% 292,107 $3K $0.01 -$331
55 SWAGW 0.01% 168,734 $3K $0.02 $1K
56 GRMLW 0.01% 10,100 $3K $0.25 +10,100 NEW
57 NXLIW 0.01% 37,649 $2K $0.05 -$5K
58 VAPEW 0.01% 54,062 $2K $0.03 $563
59 ANGHW —% 40,409 $477 $0.01 -$48
60 BNAIW —% 10,000 $301 $0.03 $97
61 CLRC —% -$905K -75,393 -100.0% SOLD
62 SMR —% -$149K -10,501 -100.0% SOLD
63 FPAY —% -$22K -16,493 -100.0% SOLD
64 ATLX —% -$657K -126,999 -100.0% SOLD
65 IVF —% -$23K -11,294 -100.0% SOLD
66 XTIA —% -$27K -25,000 -100.0% SOLD
67 GDXJ —% -$386K -6,750 -100.0% SOLD
68 NRSN —% -$10K -10,700 -100.0% SOLD
69 ANVS —% -$58K -39,000 -100.0% SOLD
70 OCEAW —% -$1K -58,542 -100.0% SOLD
71 CAPS —% -$27K -11,000 -100.0% SOLD
72 NRSNW —% -$2K -10,000 -100.0% SOLD
73 BBAI-WT —% -$15K -18,038 -100.0% SOLD
74 PTIXW —% -$1K -170,242 -100.0% SOLD
75 OSAT —% -$10K -12,500 -100.0% SOLD
76 AIMDW —% -$2K -17,622 -100.0% SOLD
77 UCFI —% -$655K -62,417 -100.0% SOLD
78 APO-PA —% -$768K -10,511 -100.0% SOLD
79 UYSCU —% -$150K -14,900 -100.0% SOLD
80 KTTAW —% -$2K -100,000 -100.0% SOLD
81 SGOV —% -$1M -11,265 -100.0% SOLD
82 BTMWW —% -$4K -50,000 -100.0% SOLD
83 HUMA —% -$17K -10,000 -100.0% SOLD
84 CYPH —% -$5K -15,000 -100.0% SOLD
85 GTLS-PB —% -$789K -14,408 -100.0% SOLD
86 HKPD —% -$16K -15,000 -100.0% SOLD
87 AAPL —% -$766K -3,450 -100.0% SOLD
88 ATIIU —% -$101K -10,000 -100.0% SOLD
89 SBUX —% -$441K -4,500 -100.0% SOLD
90 PGYWW —% -$3K -20,000 -100.0% SOLD
91 IRD —% -$10K -10,000 -100.0% SOLD
92 RBOT-WT —% -$4K -112,000 -100.0% SOLD
93 XLF —% -$648K -13,000 -100.0% SOLD
94 NNAVW —% -$110K -24,999 -100.0% SOLD
95 SBEV-WT —% -$702 -70,150 -100.0% SOLD
96 XBPEW —% -$512 -13,826 -100.0% SOLD
97 QQQ —% -$3M -6,000 -100.0% SOLD

New Positions

SymbolValue% Port
VIAC $3M 10.88%
EXEEL $1M 5.14%
OXY-WT $1M 5.11%
KCHVU $796K 3.36%
EPR-PE $509K 2.15%
PELIR $500K 2.11%
TVAIU $454K 1.92%
GBTC $424K 1.79%
BAC-PL $364K 1.54%
XRPNU $306K 1.29%
IPODU $300K 1.26%
AXINU $242K 1.02%
WTGUU $242K 1.02%
QSEAU $241K 1.02%
KRE $228K 0.96%

Sold Out Positions

SymbolValue% Port
SGOV —%
APO-PA —%
ANVS —%
SMR —%
AAPL —%
CYPH —%
ATLX —%
CAPS —%
HUMA —%
IRD —%
GDXJ —%
IVF —%
XTIA —%
XLF —%
SBUX —%
View SEC EDGAR Filings for Warberg Asset Management LLC →

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