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Tidal Investments LLC

Q4 2025 · Filed 2026-02-13
Market Value
$23.4B
+0.1%
Holdings
2,019
+87
New Purchases
226
Added To
886
Closed
251
Reduced
643
Top 10 Concentration
22.7%
Turnover
23.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPTM 0.99% 0.00% +0.99% $232M
GOOGL 2.42% 1.55% +0.88% $566M
NVDA 3.84% 3.11% +0.73% $898M
AG 1.74% 1.11% +0.63% $405M
PPTA 0.62% 0.00% +0.61% $144M
AVGO 1.98% 1.42% +0.56% $462M
HL 1.99% 1.46% +0.53% $465M
PNC 0.50% 0.01% +0.49% $117M
AAPL 2.76% 2.29% +0.48% $646M
TJX 0.54% 0.07% +0.47% $126M
DE 0.47% 0.04% +0.43% $110M
LRCX 0.93% 0.52% +0.41% $217M
PWR 0.76% 0.38% +0.38% $178M
SOFI 0.39% 0.01% +0.38% $91M
META 1.41% 1.05% +0.35% $329M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COIN 0.22% 1.03% -0.81% $51M
CRWV 0.07% 0.87% -0.80% $17M
HOOD 0.93% 1.73% -0.80% $217M
VTI 0.30% 1.07% -0.77% $71M
RKLB 0.03% 0.79% -0.76% $7M
HIMS 0.01% 0.69% -0.68% $3M
ORCL 0.35% 1.01% -0.65% $83M
RGTI 0.00% 0.61% -0.61% $233K
U 0.00% 0.60% -0.60% $0
WPM 0.00% 0.59% -0.59% $0
SMR 0.13% 0.63% -0.50% $30M
FSLR 0.03% 0.49% -0.46% $6M
SOUN 0.00% 0.46% -0.46% $232K
MSTR 0.61% 1.07% -0.45% $143M
MP 0.03% 0.47% -0.44% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $8.8B 37.8%
Large Cap 837 $9.7B 41.4%
Mid Cap 699 $3.3B 14.0%
Small Cap 302 $696M 3.0%
Micro Cap 106 $894M 3.8%

Portfolio Analytics

Avg Market Cap
$50.6B
Median Market Cap
$8.2B
Avg P/E
32.8
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
1,756
# ETFs / Funds
263

Top Holdings (2,019 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.84% 4,812,737 $898M $186.50 $171M +919,682 +23.6%
2 MSFT 2.96% 1,432,561 $693M $483.62 $79M +247,736 +20.9%
3 AAPL 2.76% 2,376,468 $646M $271.86 $112M +278,966 +13.3%
4 GOOGL 2.42% 1,808,921 $566M $313.00 $205M +323,744 +21.8%
5 IVV 2.06% 703,368 $482M $684.94 $56M +67,759 +10.7%
6 HL 1.99% 24,230,279 $465M $19.19 $125M -3,851,475 -13.7%
7 AVGO 1.98% 1,335,428 $462M $346.10 $131M +331,375 +33.0%
8 AG 1.74% 24,336,779 $405M $16.66 $147M +3,321,920 +15.8%
9 AMZN 1.56% 1,579,060 $364M $230.82 $83M +296,264 +23.1%
10 META 1.41% 498,506 $329M $660.09 $83M +163,496 +48.8%
11 CDE 1.38% 18,083,840 $322M $17.83 -$19M -116,350 -0.6%
12 PLTR 1.07% 1,411,443 $251M $177.75 -$74M -371,926 -20.9%
13 TSLA 1.07% 555,850 $250M $449.72 $32M +65,070 +13.3%
14 SPTM 0.99% 2,809,755 $232M $82.50 +2,809,755 NEW
15 LRCX 0.93% 1,267,786 $217M $171.18 $97M +367,862 +40.9%
16 AMD 0.93% 1,012,851 $217M $214.16 $71M +108,914 +12.1%
17 HOOD 0.93% 1,915,473 $217M $113.10 -$187M -903,762 -32.1%
18 AXP 0.86% 547,291 $202M $369.14 $48M +83,369 +18.0%
19 PWR 0.76% 421,514 $178M $421.95 $89M +207,646 +97.1%
20 EXK 0.73% 18,259,395 $172M $9.40 $34M +703,773 +4.0%
21 ANET 0.68% 1,205,455 $158M $131.03 $38M +384,376 +46.8%
22 GEV 0.67% 240,756 $157M $653.57 $53M +71,847 +42.5%
23 JPM 0.66% 481,344 $155M $322.22 $29M +82,100 +20.6%
24 VXUS 0.64% 1,990,771 $150M $75.44 $32M +383,923 +23.9%
25 PPTA 0.62% 5,945,035 $144M $24.21 $144M +5,928,544 +35950.2%
26 KLAC 0.62% 118,375 $144M $1,215.08 $46M +27,858 +30.8%
27 MSTR 0.61% 940,827 $143M $151.95 -$106M +169,362 +21.9%
28 LLY 0.60% 129,470 $139M $1,074.68 $55M +19,659 +17.9%
29 PAAS 0.57% 2,567,025 $133M $51.81 $73M +1,028,612 +66.9%
30 GE 0.56% 428,557 $132M $308.03 $19M +52,606 +14.0%
31 FNV 0.54% 613,832 $127M $207.28 $17M +120,181 +24.4%
32 BRK-B 0.54% 252,554 $127M $502.65 $10M +20,046 +8.6%
33 TJX 0.54% 823,048 $126M $153.61 $110M +710,750 +632.9%
34 V 0.54% 357,647 $125M $350.71 -$21M -72,208 -16.8%
35 CDNS 0.53% 393,415 $123M $312.58 $24M +110,263 +38.9%
36 SA 0.53% 4,146,489 $123M $29.59 $49M +1,074,708 +35.0%
37 COST 0.52% 142,089 $123M $862.34 $9M +19,664 +16.1%
38 NFLX 0.52% 1,294,805 $121M $93.76 -$3M +1,190,848 +1145.5%
39 MNST 0.51% 1,552,792 $119M $76.67 $37M +330,744 +27.1%
40 GS 0.50% 133,834 $118M $879.00 $32M +26,825 +25.1%
41 PNC 0.50% 562,575 $117M $208.73 $115M +551,459 +4960.9%
42 CAT 0.50% 202,607 $116M $572.87 $23M +8,584 +4.4%
43 SSRM 0.49% 5,185,120 $114M $21.92 -$1M +484,528 +10.3%
44 SPGI 0.48% 214,680 $112M $522.59 $45M +76,403 +55.2%
45 DE 0.47% 237,300 $110M $465.57 $101M +216,108 +1019.8%
46 EMR 0.47% 828,408 $110M $132.72 $32M +238,017 +40.3%
47 EXPE 0.47% 387,426 $110M $283.31 $33M +29,791 +8.3%
48 VST 0.47% 680,211 $110M $161.33 $25M +246,744 +56.9%
49 BK 0.47% 944,534 $110M $116.09 $27M +181,461 +23.8%
50 CRWD 0.46% 229,685 $108M $468.76 $4M +18,183 +8.6%
51 MU 0.46% 373,571 $107M $285.41 $60M +95,127 +34.2%
52 PANW 0.45% 574,196 $106M $184.20 $5M +80,181 +16.2%
53 BVN 0.45% 3,745,823 $104M $27.83 $27M +587,482 +18.6%
54 OR 0.45% 2,944,154 $104M $35.39 $10M +596,394 +25.4%
55 AXON 0.44% 182,674 $104M $567.93 $31M +81,569 +80.7%
56 ETN 0.44% 319,283 $102M $318.51 $21M +104,221 +48.5%
57 FSM 0.41% 9,666,827 $95M $9.81 $15M +719,347 +8.0%
58 TFPM.TO 0.40% 2,786,747 $93M $33.22 $22M +390,549 +16.3%
59 TSM 0.39% 303,239 $92M $303.89 $26M +67,269 +28.5%
60 SOFI 0.39% 3,474,029 $91M $26.18 $88M +3,357,617 +2884.2%
61 SVM 0.39% 10,844,406 $90M $8.34 $21M -121,778 -1.1%
62 AGG 0.37% 859,677 $86M $99.88 -$9M -85,961 -9.1%
63 BKLC 0.37% 653,677 $86M $130.80 -$989K -21,752 -3.2%
64 CRM 0.36% 318,863 $84M $264.91 $41M +134,383 +72.8%
65 CNBS 0.36% 2,972,386 $84M $28.37 -$9M -174,493 -5.5%
66 GLDM 0.36% 986,193 $84M $85.37 $2M -87,909 -8.2%
67 ORCL 0.35% 424,516 $83M $194.91 -$153M -412,106 -49.3%
68 GOOY 0.35% 5,689,217 $83M $14.52 -$9M -776,357 -12.0%
69 TMQ 0.35% 18,752,440 $81M $4.31 $73M +15,127,311 +417.3%
70 AMZY 0.33% 5,899,986 $78M $13.21 -$10M -306,331 -4.9%
71 NVDY 0.33% 5,381,462 $78M $14.47 -$18M -310,449 -5.5%
72 APLY 0.33% 5,833,982 $77M $13.28 -$14M -874,302 -13.0%
73 MSFO 0.33% 5,027,428 $77M $15.39 -$17M -413,579 -7.6%
74 FBY 0.33% 6,138,759 $77M $12.55 -$14M +372,724 +6.5%
75 AMAT 0.32% 293,138 $75M $256.99 $39M +117,926 +67.3%
76 MCK 0.31% 89,421 $73M $820.29 $4M +224 +0.2%
77 JBL 0.31% 321,012 $73M $228.02 $71M +310,000 +2815.1%
78 RGLD 0.31% 322,681 $72M $221.82 $39M +158,608 +96.7%
79 CB 0.30% 228,172 $71M $312.12 $8M +4,468 +2.0%
80 VTI 0.30% 210,680 $71M $335.27 -$180M -553,410 -72.4%
81 ADI 0.30% 255,863 $69M $271.20 $52M +183,103 +251.7%
82 MA 0.29% 118,181 $67M $570.88 -$13M -23,666 -16.7%
83 TLT 0.28% 753,846 $66M $87.16 $60M +691,311 +1105.5%
84 HUT.TO 0.28% 1,429,489 $66M $45.94 $3M -366,296 -20.4%
85 OXY 0.28% 1,591,613 $65M $41.12 -$2M +154,194 +10.7%
86 GDX 0.28% 758,073 $65M $85.77 $63M +730,517 +2651.0%
87 IREN 0.27% 1,667,419 $63M $37.77 $57M +1,531,477 +1126.6%
88 QCOM 0.26% 353,984 $61M $171.05 $24M +133,136 +60.3%
89 ADBE 0.26% 171,653 $60M $349.99 $7M +21,701 +14.5%
90 JNJ 0.25% 287,513 $60M $206.95 $13M +36,811 +14.7%
91 GLXY 0.25% 2,623,873 $59M $22.36 -$29M +34,231 +1.3%
92 GLD 0.25% 146,575 $58M $396.31 $50M +123,808 +543.8%
93 XOM 0.25% 476,454 $57M $120.34 $8M +42,803 +9.9%
94 BKNG 0.25% 10,704 $57M $5,355.35 $17M +3,199 +42.6%
95 GOOG 0.24% 180,678 $57M $313.80 $10M -11,566 -6.0%
96 UNH 0.24% 170,933 $56M $330.11 $10M +36,766 +27.4%
97 SCCO 0.24% 388,475 $56M $143.47 $47M +315,084 +429.3%
98 NU 0.24% 3,317,337 $56M $16.74 -$2M -282,672 -7.8%
99 UNP 0.24% 239,222 $55M $231.32 $5M +26,726 +12.6%
100 CIFR 0.24% 3,722,351 $55M $14.76 -$22M -2,375,472 -39.0%

Options Breakdown

234 Calls $15.7B Call Value 75 Puts $2.6B Put Value 0.17 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 17,158,600 $3.2B
MSTR 14,616,200 $2.2B
TSLA 4,259,700 $1.9B
COIN 5,365,900 $1.2B
PLTR 5,330,000 $947M
AMZN 2,519,300 $582M
GOOGL 1,643,600 $514M
GDX 5,022,500 $431M
AMD 1,717,800 $368M
AAPL 1,312,100 $357M

Top Puts

SymbolSharesValueStatus
MSTR 1,306,100 $198M
NVDA 869,700 $162M
JBL 620,000 $141M NEW
PLTR 790,000 $140M
AVGO 393,300 $136M
TLT 1,500,000 $131M
PWR 300,000 $127M NEW
GDX 1,300,000 $112M NEW
GLD 264,000 $105M NEW
HYG 1,200,000 $97M

New Positions

SymbolValue% Port
SPTM $232M 0.99%
IJR $25M 0.11%
AMDY $22M 0.10%
TLRY $21M 0.09%
ETOR $18M 0.08%
HIYY $16M 0.07%
CRCO $16M 0.07%
GMEY $16M 0.07%
MTBA $15M 0.06%
TOTB.DE $13M 0.05%
SCHA $12M 0.05%
OGS $10M 0.04%
VYMI $9M 0.04%
MOO $8M 0.04%
VYM $8M 0.03%

Sold Out Positions

SymbolValue% Port
GNK —%
LYV —%
ALSN —%
HRTG —%
HPE —%
CODI —%
UI —%
TSLX —%
UAA —%
BMA —%
INN —%
WH —%
WWW —%
AUB —%
HP —%
View SEC EDGAR Filings for Tidal Investments LLC →

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