Breakwater Capital Group Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$613.6B

Holdings

340

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (340 positions)

#StockSharesValue% PortfolioType
301
SPGSIMON PPTY GROUP INC NEW
1,620$260.4M0.04%
302
CWBSPDR SERIES TRUST
3,121$258.0M0.04%
303
PWRQUANTA SVCS INC
679$256.7M0.04%
304
EXEEXPAND ENERGY CORPORATION
2,145$250.8M0.04%
305
MUMICRON TECHNOLOGY INC
1,998$246.3M0.04%
306
NUNU HLDGS LTD
17,924$245.9M0.04%
307
XNXNXNUVEEN N Y SELECT TAX FREE I
20,966$243.8M0.04%
308
WMWASTE MGMT INC DEL
1,061$242.8M0.04%
309
TMOTHERMO FISHER SCIENTIFIC INC
598$242.3M0.04%
310
BXBLACKSTONE INC
1,613$241.3M0.04%
311
DNLIDENALI THERAPEUTICS INC
17,096$239.2M0.04%
312
MBBISHARES TR
2,487$233.5M0.04%
313
IQDGWISDOMTREE TR
5,877$233.0M0.04%
314
LQDISHARES TR
2,105$230.7M0.04%
315
WSOWATSCO INC
520$229.6M0.04%
316
MLMMARTIN MARIETTA MATLS INC
418$229.5M0.04%
317
ICFISHARES TR
3,690$225.7M0.04%
318
ACWXISHARES TR
3,700$225.5M0.04%
319
MATXMATSON INC
2,000$222.7M0.04%
320
UBERUBER TECHNOLOGIES INC
2,381$222.1M0.04%
321
EPDENTERPRISE PRODS PARTNERS L
7,148$221.7M0.04%
322
AMDADVANCED MICRO DEVICES INC
1,558$221.1M0.04%
323
FDXFEDEX CORP
964$219.1M0.04%
324
AMTAMERICAN TOWER CORP NEW
989$218.6M0.04%
325
COPCONOCOPHILLIPS
2,377$213.3M0.03%
326
VYMIVANGUARD WHITEHALL FDS
2,660$213.1M0.03%
327
DGRWWISDOMTREE TR
2,543$213.0M0.03%
328
PXHINVESCO EXCH TRADED FD TR II
9,074$212.2M0.03%
329
FHEQFIDELITY GREENWOOD STREET TR
7,302$210.4M0.03%
330
XYLXYLEM INC
1,616$209.0M0.03%
331
SCMBSCHWAB STRATEGIC TR
8,194$206.3M0.03%
332
TDTORONTO DOMINION BK ONT
2,793$205.1M0.03%
333
USMVISHARES TR
2,180$204.6M0.03%
334
ROKROCKWELL AUTOMATION INC
609$202.3M0.03%
335
IMCGISHARES TR
2,497$200.3M0.03%
336
NQPNUVEEN PENNSYLVANIA QLT MUN
14,364$161.2M0.03%
337
VLYVALLEY NATL BANCORP
15,137$135.2M0.02%
338
TEITEMPLETON EMERGING MKTS INCO
17,000$102.0M0.02%
339
LYGLLOYDS BANKING GROUP PLC
21,006$89.3M0.01%
340
VXRTVAXART INC
24,000$10.8M0.00%
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