Silverleafe Capital Partners, LLC

Est. AUM

$366.8M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TRUST SERIES I	ETF	$39.7M	53907	10.82%	SOLE
2	ISHARES CORE S&P 500 ETF	ETF	$34.1M	45489	9.29%	SOLE
3	FEDEX CORP COM	Stock	$21.6M	68948	5.89%	SOLE
4	BERKSHIRE HATHAWAY INC DEL CL A	Stock	$21.0M	28	5.72%	SOLE
5	APPLE INC COM	Stock	$18.0M	62119	4.90%	SOLE
6	STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF	ETF	$15.8M	164073	4.31%	SOLE
7	ISHARES SEMICONDUCTOR ETF	ETF	$14.9M	23239	4.06%	SOLE
8	VANGUARD INTERMEDIATE-TERM TREASURY ETF	ETF	$13.4M	226787	3.65%	SOLE
9	ISHARES CORE MSCI EAFE ETF	ETF	$12.9M	133667	3.52%	SOLE
10	VANGUARD SMALL-CAP ETF	ETF	$11.2M	36839	3.04%	SOLE
11	VANGUARD MID-CAP ETF	ETF	$11.2M	138413	3.04%	SOLE
12	RANGE NUCLEAR RENAISSANCE INDEX ETF	ETF	$9.8M	143451	2.67%	SOLE
13	AUTOZONE INC COM	Stock	$9.5M	2968	2.59%	SOLE
14	ISHARES GOLD TRUST	ETF	$8.8M	116638	2.40%	SOLE
15	DEFIANCE AI & POWER INFRASTRUCTURE ETF	ETF	$8.6M	256011	2.33%	SOLE
16	WESTROCK COFFEE CO COM	Stock	$7.9M	968217	2.14%	SOLE
17	MICRON TECHNOLOGY INC COM	Stock	$6.1M	5307	1.67%	SOLE
18	PROCURE SPACE ETF	ETF	$5.9M	117172	1.62%	SOLE
19	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$5.4M	52562	1.47%	SOLE
20	STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF	ETF	$4.4M	15543	1.20%	SOLE
21	MARVELL TECHNOLOGY INC COM	Stock	$4.3M	14593	1.19%	SOLE
22	GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF	ETF	$4.3M	64832	1.16%	SOLE
23	WALMART INC COM	Stock	$3.8M	33677	1.04%	SOLE
24	ALPHABET INC CAP STK CL C	Stock	$3.8M	10672	1.03%	SOLE
25	HUNTINGTON BANCSHARES INC COM	Stock	$3.7M	209776	1.01%	SOLE
26	VANGUARD LONG-TERM TREASURY ETF	ETF	$3.4M	61382	0.92%	SOLE
27	MICROSOFT CORP COM	Stock	$2.9M	7877	0.80%	SOLE
28	LULULEMON ATHLETICA INC COM	Stock	$2.9M	25300	0.79%	SOLE
29	GE VERNOVA INC COM	Stock	$2.9M	2441	0.78%	SOLE
30	STATE STREET MATERIALS SELECT SECTOR SPDR ETF	ETF	$2.7M	53515	0.74%	SOLE
31	PALANTIR TECHNOLOGIES INC CL A	Stock	$2.5M	21798	0.69%	SOLE
32	KLA CORP COM NEW	Stock	$2.3M	7641	0.63%	SOLE
33	STATE STREET SPDR S&P 500 ETF	ETF	$2.1M	2814	0.57%	SOLE
34	ISHARES RUSSELL 2000 ETF	ETF	$2.1M	6972	0.57%	SOLE
35	VERTIV HOLDINGS CO COM CL A	Stock	$2.1M	6181	0.56%	SOLE
36	NVIDIA CORPORATION COM	Stock	$2.0M	10194	0.56%	SOLE
37	CORE SCIENTIFIC INC NEW COM	Stock	$1.9M	72950	0.51%	SOLE
38	LAM RESEARCH CORP COM NEW	Stock	$1.9M	4307	0.51%	SOLE
39	AMKOR TECHNOLOGY INC COM	Stock	$1.7M	19741	0.46%	SOLE
40	CORTEVA INC COM	Stock	$1.6M	19365	0.45%	SOLE
41	BROADCOM INC COM	Stock	$1.6M	4334	0.45%	SOLE
42	ROCKET LAB CORP COM	Stock	$1.3M	12989	0.36%	SOLE
43	ISHARES BITCOIN TRUST ETF	ETF	$1.2M	37184	0.34%	SOLE
44	AMAZON COM INC COM	Stock	$1.2M	5000	0.32%	SOLE
45	VISTRA CORP COM	Stock	$1.2M	7483	0.32%	SOLE
46	3M CO COM	Stock	$1.1M	7000	0.31%	SOLE
47	QUANTA SVCS INC COM	Stock	$1.1M	1518	0.30%	SOLE
48	CHEVRON CORPORATION COM	Stock	$1.1M	6497	0.29%	SOLE
49	NEBIUS GROUP N.V. SHS CLASS A	Stock	$934K	3383	0.25%	SOLE
50	LUMENTUM HLDGS INC COM	Stock	$916K	1067	0.25%	SOLE

1–50 of 99

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.