CTC Alternative Strategies, Ltd.

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, CTC Alternative Strategies, Ltd. maintained a portfolio of 107 distinct positions. The most significant new addition to the portfolio was WALMART INC, which now represents 18.51% of the total fund value. Conversely, CTC Alternative Strategies, Ltd. completely exited their position in SELECT SECTOR SPDR T.
PCA Score Concentration Risk
Risk ENB
Total Positions
107
Quarter
2025 Q4
Top Holding
WMT (18.5%)
Top 10 Concentration
72.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 107
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
WMT
WALMART INC
Consumer Defensive 18.51% #1
Prev: #—
9.5 88,650 no change
NEW
88,650 $9,876,497
$90.85 +23.9%
$111.18 +1.2%
2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 13.45% 13.33% #2 1
Prev: #1
6.0 -2,627 -14.1%
P
S
15,961 $7,177,981
$364.10 +20.3%
$449.72 -2.6%
2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 7.77% 5.92% #3 1
Prev: #2
6.1 2,573 13.1%
P
S
22,242 $4,148,133
$158.58 +18.6%
$186.49 +0.9%
2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLC
SELECT SECTOR S...
ETF 5.34% #4
Prev: #—
6.1 24,187 no change
NEW
24,187 $2,847,294 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLE
SELECT SECTOR S...
Unknown 5.33% #5
Prev: #—
6.1 63,562 no change
NEW
63,562 $2,841,857 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XLRE
SELECT SECTOR S...
ETF 5.30% 3.23% #6 1
Prev: #7
4.6 22,436 47.1%
P
S
70,031 $2,825,751 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLU
SELECT SECTOR S...
Unknown 5.29% #7
Prev: #—
5.6 66,094 no change
NEW
66,094 $2,821,553 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
Technology 4.00% #8
Prev: #—
5.1 11,600 no change
NEW
11,600 $2,136,720 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 3.90% 0.85% #9 29
Prev: #38
4.6 4,422 276.7%
P
S
6,020 $2,083,522 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLI
SELECT SECTOR S...
Unknown 3.30% 4.44% #10 6
Prev: #4
1.3 -6,505 -36.4%
P
S
11,362 $1,762,473 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.03% #11
Prev: #—
4.7 5,950 no change
NEW
5,950 $1,617,567 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IYR
ISHARES TR
ETF 2.57% #12
Prev: #—
4.5 14,600 no change
NEW
14,600 $1,370,794 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GILD
GILEAD SCIENCES...
Healthcare 2.09% #13
Prev: #—
4.3 9,100 no change
NEW
9,100 $1,116,934 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PLD
PROLOGIS INC.
Real Estate 1.63% #14
Prev: #—
4.2 6,800 no change
NEW
6,800 $868,088 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.53% 0.82% #15 25
Prev: #40
3.6 1,198 51.4%
P
S
3,528 $814,333 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
Financial Services 1.26% 3.55% #16 11
Prev: #5
0.5 -3,566 -54.6%
P
S
2,962 $669,827 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
Technology 1.24% 3.11% #17 8
Prev: #9
0.5 -1,626 -27.1%
P
S
4,366 $663,414 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EQIX
EQUINIX INC
Real Estate 1.03% #18
Prev: #—
3.9 720 no change
NEW
720 $551,635 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.02% #19
Prev: #—
3.9 1,120 no change
NEW
1,120 $541,654 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMI
CUMMINS INC
Industrials 0.91% #20
Prev: #—
3.9 947 no change
NEW
947 $483,396 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDK
SANDISK CORP
Technology 0.77% #21
Prev: #—
3.8 1,739 no change
NEW
1,739 $412,804 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AEP
AMERICAN ELEC P...
Utilities 0.76% #22
Prev: #—
3.8 3,540 no change
NEW
3,540 $408,197 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LITE
LUMENTUM HLDGS ...
Technology 0.66% #23
Prev: #—
3.8 962 no change
NEW
962 $354,584 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTAI
FTAI AVIATION L...
Industrials 0.63% 0.42% #24 39
Prev: #63
2.3 120 7.6%
P
S
1,700 $334,645 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STE
STERIS PLC
Healthcare 0.60% #25
Prev: #—
3.7 1,273 no change
NEW
1,273 $322,731 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLV
SELECT SECTOR S...
Unknown 0.00% 4.93%
Sold All 😨
(Was: #3)
0.0 -21,955 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MFG
MIZUHO FINANCIA...
Financial Services 0.00% 3.29%
Sold All 😨
(Was: #6)
0.0 -60,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLB
SELECT SECTOR S...
Unknown 0.00% 3.19%
Sold All 😨
(Was: #8)
0.0 -22,080 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOXX
ISHARES TR
ETF 0.00% 2.88%
Sold All 😨
(Was: #10)
0.0 -6,600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XLP
SELECT SECTOR S...
Unknown 0.00% 2.18%
Sold All 😨
(Was: #11)
0.0 -17,230 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.00% 1.77%
Sold All 😨
(Was: #12)
0.0 -1,650 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PEP
PEPSICO INC
Consumer Defensive 0.00% 1.56%
Sold All 😨
(Was: #13)
0.0 -6,881 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AXP
AMERICAN EXPRES...
Financial Services 0.00% 1.55%
Sold All 😨
(Was: #14)
0.0 -2,900 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
Consumer Defensive 0.00% 1.52%
Sold All 😨
(Was: #15)
0.0 -7,600 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MPWR
MONOLITHIC PWR ...
Technology 0.00% 1.45%
Sold All 😨
(Was: #16)
0.0 -974 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IX
ORIX CORP
Financial Services 0.00% 1.44%
Sold All 😨
(Was: #17)
0.0 -34,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.00% 1.40%
Sold All 😨
(Was: #18)
0.0 -2,756 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KWEB
KRANESHARES TRU...
Bond/Debt 0.00% 1.29%
Sold All 😨
(Was: #19)
0.0 -19,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDO
CREDO TECHNOLOG...
Technology 0.00% 1.25%
Sold All 😨
(Was: #20)
0.0 -5,330 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLEX
FLEX LTD
Technology 0.00% 1.21%
Sold All 😨
(Was: #21)
0.0 -12,971 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMP
AMERIPRISE FINL...
Financial Services 0.00% 1.12%
Sold All 😨
(Was: #22)
0.0 -1,410 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALNY
ALNYLAM PHARMAC...
Healthcare 0.00% 1.10%
Sold All 😨
(Was: #23)
0.0 -1,496 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIX
COMFORT SYS USA...
Industrials 0.00% 1.08%
Sold All 😨
(Was: #24)
0.0 -811 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
SEAGATE TECHNOL...
Technology 0.00% 1.03%
Sold All 😨
(Was: #25)
0.0 -2,700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 0.00% 1.02%
Sold All 😨
(Was: #26)
0.0 -1,050 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EW
EDWARDS LIFESCI...
Healthcare 0.00% 1.02%
Sold All 😨
(Was: #27)
0.0 -8,100 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RJF
RAYMOND JAMES F...
Financial Services 0.00% 1.00%
Sold All 😨
(Was: #28)
0.0 -3,600 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 INC
Technology 0.00% 0.94%
Sold All 😨
(Was: #29)
0.0 -1,800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RMD
RESMED INC
Healthcare 0.00% 0.93%
Sold All 😨
(Was: #30)
0.0 -2,100 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MCO
MOODYS CORP
Financial Services 0.00% 0.92%
Sold All 😨
(Was: #31)
0.0 -1,200 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STNE
STONECO LTD
Technology 0.00% 0.92%
Sold All 😨
(Was: #32)
0.0 -30,125 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOV
DOVER CORP
Industrials 0.00% 0.91%
Sold All 😨
(Was: #33)
0.0 -3,400 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FER
FERROVIAL SE
Industrials 0.00% 0.91%
Sold All 😨
(Was: #34)
0.0 -9,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.00% 0.90%
Sold All 😨
(Was: #35)
0.0 -2,288 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QCOM
QUALCOMM INC
Technology 0.00% 0.85%
Sold All 😨
(Was: #37)
0.0 -3,188 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 0.00% 0.84%
Sold All 😨
(Was: #39)
0.0 -565 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.00% 0.80%
Sold All 😨
(Was: #41)
0.0 -4,400 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCL
CIRCLE INTERNET...
Financial Services 0.00% 0.79%
Sold All 😨
(Was: #42)
0.0 -3,700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIS
NEBIUS GROUP N....
Communication Services 0.00% 0.78%
Sold All 😨
(Was: #43)
0.0 -4,300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SATS
ECHOSTAR CORP
Communication Services 0.00% 0.73%
Sold All 😨
(Was: #44)
0.0 -5,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATLS I...
Technology 0.00% 0.69%
Sold All 😨
(Was: #45)
0.0 -2,084 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WFC
WELLS FARGO CO ...
Financial Services 0.00% 0.68%
Sold All 😨
(Was: #46)
0.0 -5,000 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INSM
INSMED INC
Healthcare 0.00% 0.66%
Sold All 😨
(Was: #47)
0.0 -2,850 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 0.00% 0.63%
Sold All 😨
(Was: #48)
0.0 -5,700 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EME
EMCOR GROUP INC
Industrials 0.00% 0.63%
Sold All 😨
(Was: #49)
0.0 -600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALAB
ASTERA LABS INC
Technology 0.00% 0.63%
Sold All 😨
(Was: #50)
0.0 -1,985 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 0.00% 0.63%
Sold All 😨
(Was: #51)
0.0 -2,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPG
SIMON PPTY GROU...
Real Estate 0.00% 0.61%
Sold All 😨
(Was: #52)
0.0 -2,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC
Basic Materials 0.00% 0.56%
Sold All 😨
(Was: #53)
0.0 -725 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CDNS
CADENCE DESIGN ...
Technology 0.00% 0.54%
Sold All 😨
(Was: #54)
0.0 -951 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.00% 0.53%
Sold All 😨
(Was: #55)
0.0 -121,150 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
REGN
REGENERON PHARM...
Healthcare 0.00% 0.49%
Sold All 😨
(Was: #56)
0.0 -546 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACN
ACCENTURE PLC I...
Technology 0.00% 0.47%
Sold All 😨
(Was: #57)
0.0 -1,180 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GS
GOLDMAN SACHS G...
Financial Services 0.00% 0.46%
Sold All 😨
(Was: #58)
0.0 -360 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
THC
TENET HEALTHCAR...
Healthcare 0.00% 0.46%
Sold All 😨
(Was: #59)
0.0 -1,403 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 0.46%
Sold All 😨
(Was: #60)
0.0 -2,200 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
INTC
INTEL CORP
Technology 0.00% 0.45%
Sold All 😨
(Was: #61)
0.0 -8,400 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HON
HONEYWELL INTL ...
Industrials 0.00% 0.43%
Sold All 😨
(Was: #62)
0.0 -1,253 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MS
MORGAN STANLEY
Financial Services 0.00% 0.41%
Sold All 😨
(Was: #64)
0.0 -1,600 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.00% 0.40%
Sold All 😨
(Was: #65)
0.0 -731 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 0.00% 0.39%
Sold All 😨
(Was: #66)
0.0 -1,500 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.00% 0.38%
Sold All 😨
(Was: #67)
0.0 -324 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IR
INGERSOLL RAND ...
Industrials 0.00% 0.38%
Sold All 😨
(Was: #68)
0.0 -2,846 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLK
BLACKROCK INC
Financial Services 0.00% 0.38%
Sold All 😨
(Was: #69)
0.0 -200 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNPS
SYNOPSYS INC
Technology 0.00% 0.37%
Sold All 😨
(Was: #70)
0.0 -471 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ELAN
ELANCO ANIMAL H...
Healthcare 0.00% 0.35%
Sold All 😨
(Was: #71)
0.0 -10,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LLYVK
LIBERTY MEDIA C...
Communication Services 0.00% 0.34%
Sold All 😨
(Was: #72)
0.0 -2,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.32%
Sold All 😨
(Was: #73)
0.0 -16,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MQ
MARQETA INC
Technology 0.00% 0.09%
Sold All 😨
(Was: #75)
0.0 -10,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 107 holdings

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