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Fielder Capital Group LLC

Q4 2025 · Filed 2026-02-10
Market Value
$469M
+6.9%
Holdings
301
+20
New Purchases
33
Added To
104
Closed
26
Reduced
109
Top 10 Concentration
35.9%
Turnover
19.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.51% 1.05% +2.46% $16M
SPPP 3.05% 2.49% +0.56% $14M
BSOL 0.41% 0.00% +0.41% $2M
COIN 0.46% 0.06% +0.40% $2M
PSLV 2.21% 1.82% +0.39% $10M
IAUM 3.52% 3.16% +0.36% $17M
CPT 1.35% 1.08% +0.27% $6M
GDXJ 3.50% 3.25% +0.24% $16M
MAA 1.28% 1.06% +0.22% $6M
SLV 1.24% 1.03% +0.21% $6M
GDX 4.04% 3.87% +0.17% $19M
SIVR 1.17% 1.00% +0.16% $5M
VOO 0.41% 0.26% +0.15% $2M
MRK 0.21% 0.08% +0.14% $1M
VEA 0.29% 0.17% +0.12% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BITB 2.07% 2.90% -0.84% $10M
GBTC 1.64% 2.46% -0.82% $8M
BITO 1.61% 2.28% -0.66% $8M
SLVP 4.48% 4.99% -0.51% $21M
UUUU 0.36% 0.81% -0.45% $2M
TPL 2.32% 2.73% -0.40% $11M
ETHE 0.57% 0.87% -0.29% $3M
URNM 1.71% 1.96% -0.25% $8M
CRWV 0.23% 0.46% -0.23% $1M
ETH 0.71% 0.95% -0.23% $3M
REFI 2.17% 2.36% -0.18% $10M
NVDA 1.82% 2.00% -0.18% $9M
DNN 0.57% 0.74% -0.17% $3M
PLTR 0.86% 1.01% -0.14% $4M
MSFT 0.73% 0.86% -0.13% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 57 $94M 20.1%
Large Cap 193 $189M 40.2%
Mid Cap 30 $95M 20.3%
Small Cap 13 $69M 14.7%
Micro Cap 8 $22M 4.7%

Portfolio Analytics

Avg Market Cap
$226.8B
Median Market Cap
$66.2B
Avg P/E
32.0
Median P/E
24.7
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
235
# ETFs / Funds
66

Top Holdings (301 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 COPX 4.83% 315,871 $23M $71.79 $2M -32,456 -9.3%
2 SLVP 4.48% 613,404 $21M $34.27 -$907K -187,772 -23.4%
3 IAU 4.12% 238,258 $19M $81.17 $2M -3,118 -1.3%
4 GDX 4.04% 220,903 $19M $85.77 $2M -1,410 -0.6%
5 IAUM 3.52% 384,057 $17M $42.99 $3M +23,850 +6.6%
6 AAPL 3.51% 60,567 $16M $271.86 $12M +42,516 +235.5%
7 GDXJ 3.50% 144,225 $16M $113.78 $2M
8 SPPP 3.05% 850,344 $14M $16.84 $3M +45,009 +5.6%
9 CTA 2.43% 417,734 $11M $27.26 $1M +54,856 +15.1%
10 XLE 2.42% 254,202 $11M $44.71 $661K +134,383 +112.2%
11 TPL 2.32% 37,952 $11M $287.22 -$1M +25,132 +196.0%
12 PSLV 2.21% 439,379 $10M $23.65 $2M -70,211 -13.8%
13 REFI 2.17% 832,168 $10M $12.26 -$150K +22,743 +2.8%
14 BITB 2.07% 203,873 $10M $47.56 -$3M -902 -0.4%
15 KCCA 1.83% 510,747 $9M $16.81 $14K +8,601 +1.7%
16 NVDA 1.82% 45,767 $9M $186.50 -$236K -1,244 -2.6%
17 URNM 1.71% 145,877 $8M $54.89 -$585K +3,689 +2.6%
18 GBTC 1.64% 112,760 $8M $68.36 -$3M -7,706 -6.4%
19 BITO 1.61% 623,036 $8M $12.16 -$2M +114,561 +22.5%
20 BRK-B 1.40% 13,032 $7M $502.66 -$91K -179 -1.4%
21 CPT 1.35% 57,552 $6M $110.08 $2M +13,334 +30.2%
22 MAA 1.28% 43,312 $6M $138.91 $1M +10,038 +30.2%
23 SLV 1.24% 90,417 $6M $64.42 $1M -16,757 -15.6%
24 SIVR 1.17% 80,862 $5M $67.64 $1M -18,217 -18.4%
25 EQT 1.07% 94,091 $5M $53.60 $91K +3,111 +3.4%
26 MLI 1.05% 43,121 $5M $114.80 $633K +418 +1.0%
27 DLR 1.00% 30,362 $5M $154.71 -$11K +3,129 +11.5%
28 AVUS 0.98% 41,228 $5M $111.78 $30K -892 -2.1%
29 AR 0.94% 128,430 $4M $34.46 $409K +8,738 +7.3%
30 RRC 0.93% 123,526 $4M $35.26 $83K +10,005 +8.8%
31 PLTR 0.86% 22,773 $4M $177.75 -$369K -1,440 -6.0%
32 XOM 0.81% 31,749 $4M $120.34 $253K +111 +0.3%
33 SPY 0.75% 5,189 $4M $681.92 $82K
34 MSFT 0.73% 7,082 $3M $483.61 -$335K -178 -2.5%
35 ETH 0.71% 119,313 $3M $28.06 -$812K +13,126 +12.4%
36 BTC 0.68% 82,536 $3M $38.73 $234K +24,012 +41.0%
37 WPM 0.60% 23,867 $3M $117.52 $42K -834 -3.4%
38 CVX 0.59% 18,176 $3M $152.41 -$33K +123 +0.7%
39 ETHE 0.57% 110,246 $3M $24.37 -$1M -867 -0.8%
40 DNN 0.57% 1,005,148 $3M $2.66 -$566K -172,772 -14.7%
41 NXE 0.55% 281,202 $3M $9.20 -$194K -29,509 -9.5%
42 GOOGL 0.53% 7,942 $2M $313.00 $570K +62 +0.8%
43 AXP 0.47% 6,018 $2M $369.95 $234K +19 +0.3%
44 GOOG 0.46% 6,913 $2M $313.79 $454K -128 -1.8%
45 COIN 0.46% 9,476 $2M $226.13 $2M +8,700 +1121.1%
46 JPM 0.44% 6,477 $2M $322.22 -$262K -969 -13.0%
47 BSOL 0.41% 118,085 $2M $16.40 +118,085 NEW
48 VOO 0.41% 3,063 $2M $627.13 $789K +1,215 +65.8%
49 COST 0.37% 2,020 $2M $862.19 -$189K -66 -3.2%
50 UUUU 0.36% 115,847 $2M $14.54 -$2M -115,072 -49.8%
51 AMZN 0.35% 7,162 $2M $230.82 $156K +343 +5.0%
52 MA 0.33% 2,736 $2M $570.91 -$32K -67 -2.4%
53 SILJ 0.33% 55,876 $2M $27.67 $226K -1,291 -2.3%
54 META 0.32% 2,282 $2M $660.04 -$225K -76 -3.2%
55 VUG 0.32% 3,066 $1M $487.89 $25K -1 -0.0%
56 PG 0.32% 10,342 $1M $143.31 -$124K -112 -1.1%
57 FNV 0.32% 7,145 $1M $207.29 $15K +570 +8.7%
58 L 0.31% 13,736 $1M $105.31 $55K -128 -0.9%
59 UNH 0.31% 4,381 $1M $330.08 -$118K -148 -3.3%
60 ISRG 0.30% 2,522 $1M $566.36 $291K -22 -0.9%
61 PHYS 0.30% 42,207 $1M $33.02 $144K
62 ITOT 0.29% 9,302 $1M $148.69 -$28K -383 -4.0%
63 VEA 0.29% 21,578 $1M $62.47 $618K +9,391 +77.1%
64 AMD 0.28% 6,174 $1M $214.15 $309K -87 -1.4%
65 FANG 0.28% 8,793 $1M $150.34 $69K +35 +0.4%
66 SGOL 0.26% 30,098 $1M $41.08 $95K -906 -2.9%
67 GWW 0.26% 1,213 $1M $1,008.72 $172K +109 +9.9%
68 TSLA 0.26% 2,661 $1M $449.77 $102K +199 +8.1%
69 V 0.25% 3,329 $1M $350.74 -$23K -160 -4.6%
70 CRWV 0.23% 14,754 $1M $71.61 -$963K
71 AVGO 0.22% 2,958 $1M $346.07 $8K -122 -4.0%
72 AMP 0.22% 2,074 $1M $490.26 $19K +43 +2.1%
73 MRK 0.21% 9,567 $1M $105.26 $678K +5,641 +143.7%
74 SCHF 0.21% 40,959 $985K $24.04 $31K
75 AMAT 0.20% 3,736 $960K $257.02 $184K -55 -1.4%
76 KO 0.20% 13,619 $952K $69.91 $178K +1,949 +16.7%
77 ORCL 0.20% 4,866 $948K $194.91 -$357K +223 +4.8%
78 WMT 0.19% 7,877 $878K $111.41 $420K +3,434 +77.3%
79 CACI 0.18% 1,613 $859K $532.81 $56K +3 +0.2%
80 NFLX 0.18% 8,835 $828K $93.76 -$355K +7,848 +795.1%
81 PBT 0.17% 48,218 $819K $16.98 -$61K
82 MLPX 0.17% 13,284 $804K $60.53 -$17K +188 +1.4%
83 NEM 0.17% 7,986 $797K $99.84 $90K -404 -4.8%
84 APH 0.17% 5,773 $780K $135.14 -$199K -2,143 -27.1%
85 TSM 0.16% 2,471 $751K $303.89 -$174K -840 -25.4%
86 MS 0.16% 4,216 $748K $177.51 $87K +57 +1.4%
87 ANET 0.15% 5,355 $702K $131.03 -$150K -487 -8.3%
88 VTV 0.15% 3,665 $700K $191.00 $16K -3 -0.1%
89 PWR 0.14% 1,581 $667K $422.18 -$107K -287 -15.4%
90 EOG 0.14% 6,338 $666K $105.01 -$74K -255 -3.9%
91 SBR 0.14% 9,577 $657K $68.57 -$104K
92 ENFR 0.14% 20,416 $642K $31.45 -$19K
93 UNP 0.14% 2,759 $638K $231.30 -$16K -10 -0.4%
94 IUSG 0.13% 3,746 $629K $167.94 $13K
95 FTNT 0.13% 7,898 $627K $79.41 $61K +1,167 +17.3%
96 COF 0.13% 2,582 $626K $242.38 $97K +96 +3.9%
97 IMO 0.13% 7,191 $621K $86.31 -$73K -454 -5.9%
98 ADP 0.13% 2,363 $608K $257.19 -$92K -22 -0.9%
99 URI 0.13% 737 $596K $809.31 -$185K -82 -10.0%
100 TSCO 0.13% 11,923 $596K $50.01 -$92K -178 -1.5%

New Positions

SymbolValue% Port
BSOL $2M 0.41%
CNC $392K 0.08%
VV $343K 0.07%
DG $328K 0.07%
EIX $315K 0.07%
BMY $311K 0.07%
DHR $290K 0.06%
RSPR $288K 0.06%
GMED $286K 0.06%
FR $268K 0.06%
RF $266K 0.06%
EPAM $263K 0.06%
JAZZ $260K 0.06%
CI $254K 0.05%
VWO $250K 0.05%

Sold Out Positions

SymbolValue% Port
ECL —%
AJG —%
BLK —%
MSCI —%
LDOS —%
IRM —%
PNR —%
UL —%
CF —%
DHI —%
MCO —%
NSC —%
WRB —%
ADT —%
VLO —%
View SEC EDGAR Filings for Fielder Capital Group LLC →

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