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Asset Manager ← All Institutions

Defender Capital, LLC.

1310 SOUTH TRYON STREET SUITE 101, CHARLOTTE, NC 28203-#### • 7043731716

Q3 2025 · Filed 2025-07-25
Market Value
$0
-100.0%
Holdings
38
-4
New Purchases
0
Added To
0
Closed
38
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 28.3%
Healthcare 19.1%
Industrials 17.7%
Financial Services 17.1%
Consumer Defensive 9.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 14 $0 0%
Large Cap 17 $0 0%
Mid Cap 3 $0 0%
Small Cap 2 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$688.4B
Median Market Cap
$96.4B
Avg P/E
69.3
Median P/E
31.1
Avg Dividend Yield
0.01%
Avg Beta
1.22
# Stocks
34
# ETFs / Funds
4

Top Holdings (38 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PSX —% -$243K -2,036 -100.0% SOLD
2 ESAB —% -$4M -30,737 -100.0% SOLD
3 DHR —% -$31M -157,041 -100.0% SOLD
4 CAVA —% -$649K -7,700 -100.0% SOLD
5 BE —% -$478K -20,000 -100.0% SOLD
6 FTV —% -$13M -248,435 -100.0% SOLD
7 MO —% -$341K -5,810 -100.0% SOLD
8 VLTO —% -$17M -172,870 -100.0% SOLD
9 PFE —% -$406K -16,735 -100.0% SOLD
10 JPM —% -$495K -1,709 -100.0% SOLD
11 TDY —% -$18M -34,536 -100.0% SOLD
12 V —% -$220K -620 -100.0% SOLD
13 MLM —% -$357K -650 -100.0% SOLD
14 OMC —% -$360K -5,000 -100.0% SOLD
15 TSM —% -$226K -1,000 -100.0% SOLD
16 COST —% -$11M -11,165 -100.0% SOLD
17 IMDX —% -$99K -32,928 -100.0% SOLD
18 CSX —% -$225K -6,910 -100.0% SOLD
19 AXON —% -$33M -40,224 -100.0% SOLD
20 AMZN —% -$1M -4,930 -100.0% SOLD
21 AAPL —% -$964K -4,696 -100.0% SOLD
22 FRPT —% -$285K -4,200 -100.0% SOLD
23 MNST —% -$20M -317,600 -100.0% SOLD
24 LCTX —% -$6M -6,785,177 -100.0% SOLD
25 IWM —% -$647K -3,000 -100.0% SOLD
26 SCWO —% -$30K -93,000 -100.0% SOLD
27 COWZ —% -$1M -19,500 -100.0% SOLD
28 MSFT —% -$1M -2,736 -100.0% SOLD
29 NVDA —% -$1M -6,450 -100.0% SOLD
30 TSLA —% -$4M -13,580 -100.0% SOLD
31 ARM —% -$17M -106,985 -100.0% SOLD
32 PLTR —% -$42M -306,599 -100.0% SOLD
33 STAA —% -$12M -695,764 -100.0% SOLD
34 DELL —% -$736K -6,000 -100.0% SOLD
35 BRK-B —% -$47M -96,261 -100.0% SOLD
36 VOO —% -$3M -4,750 -100.0% SOLD
37 WFC —% -$581K -7,250 -100.0% SOLD
38 SPLG —% -$669K -9,200 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
PSX —%
ESAB —%
DHR —%
CAVA —%
BE —%
FTV —%
MO —%
VLTO —%
PFE —%
JPM —%
TDY —%
V —%
MLM —%
OMC —%
TSM —%
View SEC EDGAR Filings for Defender Capital, LLC. →

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