Boreal Capital Management LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Boreal Capital Management LLC maintained a portfolio of 582 distinct positions. They heavily accumulated shares in COM, increasing their position by 55.0%. Conversely, Boreal Capital Management LLC completely exited their position in GOLD SHS.
PCA Score Concentration Risk
Risk ENB
Total Positions
582
Quarter
2025 Q4
Top Holding
NVDA (4.4%)
Top 10 Concentration
29.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 582
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
COM
Technology 4.41% 4.29% #1 2
Prev: #3
4.3 -1,483 -4.5%
P
S
31,373 $5,851,091 2025 Q2 13F Filing 2025-12-31 2026-02-13
AMZN
COM
Consumer Cyclical 3.69% 2.48% #2 5
Prev: #7
6.0 7,524 55.0%
P
S
21,197 $4,892,692 2025 Q2 13F Filing 2025-12-31 2026-02-13
AAPL
COM
Technology 3.44% 3.34% #3 1
Prev: #4
2.9 -2,931 -14.9%
P
S
16,792 $4,565,073 2025 Q2 13F Filing 2025-12-31 2026-02-13
MSFT
COM
Technology 2.87% 2.77% #4 2
Prev: #6
3.6 1,141 16.9%
P
S
7,875 $3,808,594 2025 Q2 13F Filing 2025-12-31 2026-02-13
QQQ
UNIT SER 1
ETF 2.87% 3.27% #5
Prev: #5
2.1 -979 -13.6%
P
S
6,199 $3,808,104 2025 Q2 13F Filing 2025-12-31 2026-02-13
IEF
7-10 YR TRSY BD
ETF 2.82% 0.16% #6 128
Prev: #134
4.1 36,848 1854.5%
P
S
38,835 $3,734,374 2025 Q2 13F Filing 2025-12-31 2026-02-13
GOOGL
CAP STK CL A
Communication Services 2.74% 1.94% #7 3
Prev: #10
1.6 -1,747 -13.1%
P
S
11,606 $3,632,678 2025 Q2 13F Filing 2025-12-31 2026-02-13
VOO
S&P 500 ETF SHS
ETF 2.59% 2.24% #8
Prev: #8
3.0 713 15.0%
P
S
5,473 $3,432,282 2025 Q2 13F Filing 2025-12-31 2026-02-13
QUAL
MSCI USA QLT FC...
ETF 2.23% 5.65% #9 8
Prev: #1
0.9 -22,554 -60.3%
P
S
14,871 $2,953,678 2025 Q2 13F Filing 2025-12-31 2026-02-13
SPY
TR UNIT
ETF 2.03% 4.56% #10 8
Prev: #2
1.8 no change no change
P
S
$2,697,353 2025 Q2 13F Filing 2025-12-31 2026-02-13
AVGO
COM
Technology 1.88% 1.19% #11 5
Prev: #16
3.3 1,965 37.6%
P
S
7,198 $2,492,471 2025 Q2 13F Filing 2025-12-31 2026-02-13
V
COM CL A
Financial Services 1.77% 1.31% #12 3
Prev: #15
3.2 2,214 49.6%
P
S
6,680 $2,342,743 2025 Q2 13F Filing 2025-12-31 2026-02-13
ASML
N Y REGISTRY SH...
Technology 1.68% 1.32% #13 1
Prev: #14
1.2 80 4.0%
P
S
2,076 $2,221,029 2025 Q2 13F Filing 2025-12-31 2026-02-13
META
CL A
Communication Services 1.67% 1.16% #14 3
Prev: #17
3.7 1,441 75.6%
P
S
3,347 $2,209,321 2025 Q2 13F Filing 2025-12-31 2026-02-13
JEPQ
NASDAQ EQT PREM
Unknown 1.59% 0.45% #15 35
Prev: #50
3.6 26,115 259.5%
P
S
36,180 $2,109,780 2025 Q2 13F Filing 2025-12-31 2026-02-13
JEPI
EQUITY PREMIUM
ETF 1.55% 0.96% #16 7
Prev: #23
3.6 15,431 75.9%
P
S
35,774 $2,052,641 2025 Q2 13F Filing 2025-12-31 2026-02-13
GLD
GOLD SHS
ETF 1.32% 1.44% #17 5
Prev: #12
0.5 -5,725 -100.0%
P
S
$1,744,552 2025 Q2 13F Filing 2025-12-31 2026-02-13
XLK
STATE STREET TE...
Unknown 1.26% 0.89% #18 8
Prev: #26
3.5 7,323 172.6%
P
S
11,565 $1,664,998 2025 Q2 13F Filing 2025-12-31 2026-02-13
MA
CL A
Financial Services 1.18% 1.15% #19 1
Prev: #18
2.5 258 10.4%
P
S
2,736 $1,561,928 2025 Q2 13F Filing 2025-12-31 2026-02-13
LQD
IBOXX INV CP ET...
ETF 1.15% 0.43% #20 39
Prev: #59
3.5 9,110 192.2%
P
S
13,850 $1,526,132 2025 Q2 13F Filing 2025-12-31 2026-02-13
IBIT
SHS BEN INT
ETF 1.13% 0.89% #21 6
Prev: #27
3.5 12,678 72.3%
P
S
30,212 $1,500,026 2025 Q2 13F Filing 2025-12-31 2026-02-13
TSM
SPONSORED ADS
Technology 1.11% 0.45% #22 31
Prev: #53
3.4 2,447 102.9%
P
S
4,826 $1,470,412 2025 Q2 13F Filing 2025-12-31 2026-02-13
USHY
BROAD USD HIGH
ETF 1.09% 0.53% #23 21
Prev: #44
1.4 no change no change
P
S
$1,445,317 2025 Q2 13F Filing 2025-12-31 2026-02-13
AWF
COM
Financial Services 1.02% 0.60% #24 13
Prev: #37
1.4 no change no change
P
S
$1,346,169 2025 Q2 13F Filing 2025-12-31 2026-02-13
SPGI
COM
Financial Services 1.01% 0.57% #25 15
Prev: #40
3.4 1,258 95.6%
P
S
2,574 $1,345,147 2025 Q2 13F Filing 2025-12-31 2026-02-13
NOBL
PROSHARES TR
ETF 0.00% 1.35%
Sold All 😨
(Was: #13)
0.0 -16,197 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
VTI
VANGUARD INDEX ...
ETF 0.00% 1.08%
Sold All 😨
(Was: #20)
0.0 -4,277 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
IBTH
ISHARES TR
Bond/Debt 0.00% 0.33%
Sold All 😨
(Was: #82)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
RIOT
RIOT PLATFORMS ...
Financial Services 0.00% 0.31%
Sold All 😨
(Was: #89)
0.0 -33,300 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
MGK
VANGUARD WORLD ...
Warrant 0.00% 0.24%
Sold All 😨
(Was: #107)
0.0 -780 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
IBHE
ISHARES TR
Bond/Debt 0.00% 0.23%
Sold All 😨
(Was: #109)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
GSY
INVESCO ACTIVEL...
ETF 0.00% 0.21%
Sold All 😨
(Was: #115)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
VIOO
VANGUARD ADMIRA...
ETF 0.00% 0.20%
Sold All 😨
(Was: #118)
0.0 -2,400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
STWD
STARWOOD PPTY T...
Real Estate 0.00% 0.14%
Sold All 😨
(Was: #140)
0.0 -8,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.13%
Sold All 😨
(Was: #146)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
SDY
SPDR SERIES TRU...
ETF 0.00% 0.12%
Sold All 😨
(Was: #150)
0.0 -1,068 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
VIG
VANGUARD SPECIA...
ETF 0.00% 0.11%
Sold All 😨
(Was: #152)
0.0 -650 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
SPSB
SPDR SERIES TRU...
ETF 0.00% 0.10%
Sold All 😨
(Was: #158)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
EUFN
ISHARES TR
ETF 0.00% 0.10%
Sold All 😨
(Was: #160)
0.0 -3,775 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
IBTF
ISHARES TR
Bond/Debt 0.00% 0.10%
Sold All 😨
(Was: #162)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
SHYG
ISHARES TR
ETF 0.00% 0.09%
Sold All 😨
(Was: #167)
0.0 -2,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
UGL
PROSHARES TR II
ETF 0.00% 0.08%
Sold All 😨
(Was: #171)
0.0 -2,892 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
TLT
ISHARES TR
ETF 0.00% 0.08%
Sold All 😨
(Was: #173)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
ACWV
ISHARES INC
ETF 0.00% 0.08%
Sold All 😨
(Was: #174)
0.0 -800 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
UCO
PROSHARES TR II
ETF 0.00% 0.06%
Sold All 😨
(Was: #184)
0.0 -3,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
EWJ
ISHARES INC
ETF 0.00% 0.06%
Sold All 😨
(Was: #194)
0.0 -900 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
RSP
INVESCO EXCHANG...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #197)
0.0 -350 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
VB
VANGUARD INDEX ...
ETF 0.00% 0.05%
Sold All 😨
(Was: #202)
0.0 -250 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
KBE
SPDR SERIES TRU...
ETF 0.00% 0.05%
Sold All 😨
(Was: #205)
0.0 -1,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
NEAR
ISHARES U S ETF...
ETF 0.00% 0.04%
Sold All 😨
(Was: #210)
0.0 -996 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
USIG
ISHARES TR
ETF 0.00% 0.04%
Sold All 😨
(Was: #212)
0.0 -913 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
FDX
FEDEX CORP
Industrials 0.00% 0.04%
Sold All 😨
(Was: #213)
0.0 -204 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
PSP
INVESCO EXCHANG...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #223)
0.0 -600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
MSTR
MICROSTRATEGY I...
Technology 0.00% 0.03%
Sold All 😨
(Was: #224)
0.0 -100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
PLD
PROLOGIS INC.
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #235)
0.0 -320 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
NLY
ANNALY CAPITAL ...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #246)
0.0 -1,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
FXY
INVESCO CURRENC...
ETF 0.00% 0.02%
Sold All 😨
(Was: #249)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
IHF
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #251)
0.0 -569 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
EPP
ISHARES INC
ETF 0.00% 0.02%
Sold All 😨
(Was: #254)
0.0 -545 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
ACWX
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #256)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
CVNA
CARVANA CO
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #260)
0.0 -74 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
LVS
LAS VEGAS SANDS...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #266)
0.0 -500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
WDIV
SPDR INDEX SHS ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #268)
0.0 -300 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
IBB
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #280)
0.0 -145 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
AOM
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #287)
0.0 -371 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
STZ
CONSTELLATION B...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #293)
0.0 -100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
VRSK
VERISK ANALYTIC...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #298)
0.0 -50 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
SRLN
SSGA ACTIVE ETF...
ETF 0.00% 0.01%
Sold All 😨
(Was: #309)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
CSGP
COSTAR GROUP IN...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #310)
0.0 -170 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
NTRA
NATERA INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #311)
0.0 -80 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
EXPE
EXPEDIA GROUP I...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #313)
0.0 -80 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
SPYV
SPDR SERIES TRU...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #315)
0.0 -250 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
JD
JD.COM INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #316)
0.0 -400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
BPMC
BLUEPRINT MEDIC...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #318)
0.0 -100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
DECK
DECKERS OUTDOOR...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #321)
0.0 -120 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
HALO
HALOZYME THERAP...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #324)
0.0 -230 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
SMH
VANECK ETF TRUS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #331)
0.0 -40 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
BA
BOEING CO
Industrials 0.00% 0.01%
Sold All 😨
(Was: #342)
0.0 -50 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
VRT
VERTIV HOLDINGS...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #354)
0.0 -70 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
TTE
TOTALENERGIES S...
Energy 0.00% 0.01%
Sold All 😨
(Was: #373)
0.0 -118 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
SOHU
SOHU COM LTD
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #398)
0.0 -400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
CCI
CROWN CASTLE IN...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #401)
0.0 -50 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
SNPS
SYNOPSYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #402)
0.0 -10 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
TTD
THE TRADE DESK ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #403)
1.0 no change -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
IX
ORIX CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #405)
0.0 -210 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
TPL
TEXAS PACIFIC L...
Energy 0.00% 0.00%
Sold All 😨
(Was: #410)
0.0 -4 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
NUE
NUCOR CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #412)
0.0 -31 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
NICE
NICE LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #419)
0.0 -20 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
EL
LAUDER ESTEE CO...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #435)
0.0 -30 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
PLUG
PLUG POWER INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #457)
0.0 -500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
GRAL
GRAIL INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #473)
0.0 -4 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
VMEO
VIMEO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #474)
0.0 -48 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-13
Showing 1-25 of 582 holdings

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