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Corton Capital Inc.

Q1 2025 · Filed 2025-05-07
Market Value
$20.7B
+12044.2%
Holdings
429
-236
New Purchases
73
Added To
22
Closed
272
Reduced
62
Top 10 Concentration
22.8%
Turnover
80.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HOOD 7.96% 0.00% +7.96% $1.6B
WBA 2.04% 0.09% +1.96% $423M
NEM 1.50% 0.00% +1.50% $312M
MBLY 1.45% 0.00% +1.45% $300M
ZIM 1.70% 0.26% +1.44% $352M
VSAT 1.74% 0.32% +1.43% $361M
VAL 1.41% 0.00% +1.41% $292M
GTY 1.55% 0.16% +1.39% $322M
UNFI 1.89% 0.52% +1.37% $391M
GLDD 1.30% 0.00% +1.30% $269M
PCRX 1.51% 0.24% +1.27% $313M
PLBC 1.39% 0.16% +1.23% $287M
SEDG 1.22% 0.00% +1.22% $253M
AA 1.31% 0.15% +1.17% $272M
EE 1.42% 0.27% +1.15% $295M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SHOP 0.00% 46.76% -46.76% $0
PLTR 0.00% 0.37% -0.37% $299K
BMY 0.00% 0.35% -0.35% $0
PGR 0.00% 0.34% -0.34% $0
QCOM 0.00% 0.33% -0.33% $0
AMAT 0.00% 0.31% -0.31% $0
VRTX 0.00% 0.30% -0.30% $0
DASH 0.00% 0.30% -0.30% $0
APH 0.00% 0.30% -0.30% $0
AMBA 0.00% 0.30% -0.30% $0
FRPT 0.00% 0.29% -0.29% $0
GVA 0.00% 0.26% -0.26% $0
EVER 0.00% 0.25% -0.25% $0
LNC 0.00% 0.25% -0.25% $0
CALM 0.00% 0.25% -0.25% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 11 $609K 0.0%
Large Cap 82 $3.4B 16.6%
Mid Cap 127 $5.0B 24.2%
Small Cap 170 $10.0B 48.2%
Micro Cap 39 $2.3B 11.0%

Portfolio Analytics

Avg Market Cap
$24.1B
Median Market Cap
$2.2B
Avg P/E
38.2
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
1.19
# Stocks
429
# ETFs / Funds
0

Top Holdings (429 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HOOD 7.96% 39,600 $1.6B $41,620.00 +39,600 NEW
2 WBA 2.04% 37,903 $423M $11,170.01 $423M +21,637 +133.0%
3 UNFI 1.89% 14,283 $391M $27,389.97 $390M -17,968 -55.7%
4 VSAT 1.74% 34,612 $361M $10,420.00 $360M -28,770 -45.4%
5 ZIM 1.70% 24,125 $352M $14,590.01 $352M +3,726 +18.3%
6 GTY 1.55% 10,313 $322M $31,179.97 $321M +1,357 +15.2%
7 PCRX 1.51% 12,600 $313M $24,850.00 $313M -8,975 -41.6%
8 NEM 1.50% 6,453 $312M $48,280.02 +6,453 NEW
9 MBLY 1.45% 20,870 $300M $14,395.02 +20,870 NEW
10 EE 1.42% 10,271 $295M $28,679.97 $294M -5,096 -33.2%
11 VAL 1.41% 7,425 $292M $39,260.07 +7,425 NEW
12 SDHC 1.39% 14,716 $287M $19,519.98 $287M -10,513 -41.7%
13 PLBC 1.39% 6,630 $287M $43,269.98 $287M +988 +17.5%
14 AA 1.31% 8,917 $272M $30,500.06 $272M +2,341 +35.6%
15 GLDD 1.30% 30,941 $269M $8,700.01 +30,941 NEW
16 PRAA 1.24% 12,501 $258M $20,620.03 $257M -12,079 -49.1%
17 SEDG 1.22% 15,657 $253M $16,179.98 +15,657 NEW
18 AVPT 1.22% 17,427 $252M $14,440.01 $251M -1,055 -5.7%
19 SCHN 1.21% 8,687 $251M $28,880.05 $251M -16,123 -65.0%
20 NREF 1.16% 15,675 $240M $15,290.02 $239M -7,908 -33.5%
21 NTST 1.16% 15,092 $239M $15,849.99 $239M -3,221 -17.6%
22 HLIT 1.12% 24,097 $231M $9,589.99 $231M -4,483 -15.7%
23 SFL 1.08% 27,381 $225M $8,199.99 $224M +7,676 +39.0%
24 GCMG 1.03% 16,159 $214M $13,230.03 $213M -9,840 -37.9%
25 SRAD 1.01% 9,665 $209M $21,619.97 +9,665 NEW
26 NPCE 0.98% 16,524 $203M $12,290.00 +16,524 NEW
27 CRNC 0.98% 25,600 $202M $7,900.00 +25,600 NEW
28 OSTK 0.97% 34,528 $200M $5,799.99 $200M -10,409 -23.2%
29 ANAB 0.96% 10,699 $199M $18,589.96 +10,699 NEW
30 TBPH 0.96% 22,243 $199M $8,930.00 $198M -11,103 -33.3%
31 SXC 0.95% 21,386 $197M $9,199.99 $196M -19,994 -48.3%
32 AMRX 0.95% 23,423 $196M $8,380.01 +23,423 NEW
33 PBI 0.95% 21,644 $196M $9,049.99 $196M -8,812 -28.9%
34 COMP 0.93% 22,068 $193M $8,730.02 $193M -65 -0.3%
35 SCHL 0.93% 10,188 $192M $18,879.96 $192M -19,774 -66.0%
36 BAND 0.93% 14,648 $192M $13,100.01 $191M -9,860 -40.2%
37 PSTL 0.92% 13,400 $191M $14,280.00 $191M +3,053 +29.5%
38 UPWK 0.91% 14,427 $188M $13,049.98 $188M -5,086 -26.1%
39 KROS 0.90% 18,212 $186M $10,189.98 +18,212 NEW
40 LZ 0.86% 20,738 $179M $8,609.99 $178M +3,213 +18.3%
41 HE 0.85% 16,077 $176M $10,949.99 $176M -4,180 -20.6%
42 CMP 0.84% 18,690 $174M $9,289.99 $174M +7,390 +65.4%
43 MFIN 0.83% 19,649 $171M $8,710.01 $171M -9,893 -33.5%
44 APLD 0.83% 30,429 $171M $5,620.00 $171M +11,755 +63.0%
45 STGW 0.81% 27,838 $168M $6,050.00 $168M -7,736 -21.8%
46 FTRE 0.81% 22,287 $168M $7,550.01 +22,287 NEW
47 KURA 0.81% 25,300 $167M $6,600.00 $167M +13,956 +123.0%
48 WEAV 0.78% 14,532 $161M $11,090.01 $161M -7,050 -32.7%
49 MAX 0.78% 17,440 $161M $9,240.02 $161M -21,047 -54.7%
50 FLWS 0.77% 26,900 $159M $5,900.00 $158M +1,111 +4.3%
51 AGS 0.76% 13,009 $158M $12,110.00 $157M -987 -7.0%
52 ELY 0.75% 23,544 $155M $6,590.00 +23,544 NEW
53 SNCY 0.75% 12,541 $155M $12,319.99 +12,541 NEW
54 ALTG 0.74% 32,507 $152M $4,690.01 +32,507 NEW
55 BMBL 0.73% 34,627 $150M $4,339.99 $150M -10,843 -23.9%
56 LYFT 0.71% 12,409 $147M $11,870.01 $147M -11,796 -48.7%
57 RGNX 0.71% 20,528 $147M $7,149.99 $147M +7,252 +54.6%
58 ACH 0.71% 16,195 $146M $9,030.01 $146M +1,065 +7.0%
59 ATEC 0.69% 14,060 $143M $10,139.97 +14,060 NEW
60 NRDS 0.66% 15,159 $137M $9,050.00 +15,159 NEW
61 NMRK 0.66% 11,262 $137M $12,170.04 +11,262 NEW
62 GLUE 0.66% 29,348 $136M $4,640.01 $136M -3,018 -9.3%
63 NEWTP 0.65% 11,288 $135M $11,959.96 $135M -15,769 -58.3%
64 EHTH 0.65% 20,138 $135M $6,680.01 +20,138 NEW
65 BGS 0.65% 19,528 $134M $6,869.98 $134M +1,208 +6.6%
66 RSI 0.63% 12,203 $131M $10,719.99 $131M -2,559 -17.3%
67 DAWN 0.63% 16,447 $130M $7,930.02 +16,447 NEW
68 GPRE 0.62% 26,571 $129M $4,849.99 +26,571 NEW
69 F-PD 0.62% 12,847 $129M $10,029.97 +12,847 NEW
70 KSS 0.62% 15,644 $128M $8,180.01 +15,644 NEW
71 CGEM 0.62% 16,842 $127M $7,570.00 $127M +4,898 +41.0%
72 AMWL 0.61% 15,957 $126M $7,879.99 $126M -2,460 -13.4%
73 ARVN 0.60% 17,675 $124M $7,020.03 +17,675 NEW
74 DHT 0.60% 11,779 $124M $10,500.04 $124M -1,404 -10.7%
75 IAS 0.59% 15,147 $122M $8,060.01 +15,147 NEW
76 BCRX 0.59% 16,269 $122M $7,500.03 $122M -16,068 -49.7%
77 MPAA 0.57% 12,516 $119M $9,500.00 +12,516 NEW
78 CRSR 0.57% 13,351 $118M $8,860.01 +13,351 NEW
79 PAYO 0.56% 15,971 $117M $7,310.00 $117M +3,475 +27.8%
80 NFE 0.56% 14,033 $117M $8,309.98 $116M -288 -2.0%
81 PHAT 0.56% 18,384 $115M $6,270.02 +18,384 NEW
82 CRGX 0.55% 27,886 $113M $4,070.00 +27,886 NEW
83 MEI 0.55% 17,698 $113M $6,379.99 $112M -20,191 -53.3%
84 LCUT 0.54% 22,549 $111M $4,930.02 $111M +1,827 +8.8%
85 ROIV 0.53% 10,966 $111M $10,090.01 +10,966 NEW
86 DNUT 0.53% 22,132 $109M $4,919.98 +22,132 NEW
87 VMD 0.52% 14,842 $108M $7,280.02 $108M +4,634 +45.4%
88 RSVR 0.51% 13,796 $105M $7,629.97 +13,796 NEW
89 ADT 0.50% 12,702 $103M $8,139.98 +12,702 NEW
90 LSEA 0.49% 15,737 $101M $6,420.03 $101M -9,631 -38.0%
91 DBI 0.49% 27,520 $100M $3,650.00 $100M -60,746 -68.8%
92 COGT 0.47% 16,392 $98M $5,990.00 $98M -12,369 -43.0%
93 ENVX 0.47% 13,196 $97M $7,340.03 $97M -3,476 -20.9%
94 WT 0.47% 10,829 $97M $8,920.03 $96M -18,156 -62.6%
95 AIP 0.46% 13,871 $96M $6,910.03 $96M -9,907 -41.7%
96 HLF 0.45% 10,863 $94M $8,630.03 $94M -4,778 -30.6%
97 EYPT 0.45% 17,031 $92M $5,420.00 $92M -5,356 -23.9%
98 NTLA 0.45% 12,965 $92M $7,109.99 +12,965 NEW
99 PUBM 0.44% 10,000 $91M $9,140.00 +10,000 NEW
100 MERC 0.44% 14,792 $91M $6,150.01 $91M -34,441 -70.0%

New Positions

SymbolValue% Port
HOOD $1.6B 7.96%
NEM $312M 1.50%
MBLY $300M 1.45%
VAL $292M 1.41%
GLDD $269M 1.30%
SEDG $253M 1.22%
SRAD $209M 1.01%
NPCE $203M 0.98%
CRNC $202M 0.98%
ANAB $199M 0.96%
AMRX $196M 0.95%
KROS $186M 0.90%
FTRE $168M 0.81%
ELY $155M 0.75%
SNCY $155M 0.75%

Sold Out Positions

SymbolValue% Port
PSN —%
LRN —%
NJR —%
NRG —%
BILL —%
ANRO —%
JBTM —%
JOE —%
MCS —%
BA —%
LNC —%
GCO —%
RMD —%
IOT —%
OWL —%
View SEC EDGAR Filings for Corton Capital Inc. →

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