ISLAY CAPITAL MANAGEMENT, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$170.1B

Holdings

216

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (216 positions)

#StockSharesValue% PortfolioType
101
MUMICRON TECHNOLOGY INC
350$99.0M0.06%
102
EIMEATON VANCE MUN BD FD
10,000$97.0M0.06%
103
MCOMOODYS CORP
183$93.0M0.05%
104
KOCOCA COLA CO
1,300$90.0M0.05%
105
SPPPSPROTT ASSET MANAGEMENT LP
5,000$84.0M0.05%
106
MRSHMARSH & MCLENNAN COS INC
450$83.0M0.05%
107
INTUINTUIT
117$77.0M0.05%
108
NFLXNETFLIX INC
750$70.0M0.04%
109
CBOECBOE GLOBAL MKTS INC
250$62.0M0.04%
110
LSTMANAGED PORTFOLIO SERIES
1,541$61.0M0.04%
111
CRWDCROWDSTRIKE HLDGS INC
130$60.0M0.04%
112
QUALISHARES TR
300$59.0M0.03%
113
XRNPXCOHEN & STEERS REIT & PFD &
3,000$59.0M0.03%
114
ORCLORACLE CORP
300$58.0M0.03%
115
TYLTYLER TECHNOLOGIES INC
125$56.0M0.03%
116
IHEISHARES TR
630$53.0M0.03%
117
MDYSPDR S&P MIDCAP 400 ETF TR
88$53.0M0.03%
118
QCOMQUALCOMM INC
300$51.0M0.03%
119
WMTWALMART INC
450$50.0M0.03%
120
IBITISHARES BITCOIN TRUST ETF
1,000$49.0M0.03%
121
FGF&G ANNUITIES & LIFE INC
1,560$48.0M0.03%
122
MOALTRIA GROUP INC
842$48.0M0.03%
123
OKEONEOK INC NEW
600$44.0M0.03%
124
GQ9SPDR GOLD TR
100$39.0M0.02%
125
ENBENBRIDGE INC
777$37.0M0.02%
126
MTUMISHARES TR
150$37.0M0.02%
127
ADBEADOBE INC
105$36.0M0.02%
128
NUTXNUTEX HEALTH INC
209$34.0M0.02%
129
VCSHVANGUARD SCOTTSDALE FDS
430$34.0M0.02%
130
UNHUNITEDHEALTH GROUP INC
100$33.0M0.02%
131
NDQINVESCO QQQ TR
52$32.0M0.02%
132
PFFISHARES TR
1,000$30.0M0.02%
133
PFEPFIZER INC
1,236$30.0M0.02%
134
TSMTAIWAN SEMICONDUCTOR MFG LTD
100$30.0M0.02%
135
AESIATLAS ENERGY SOLUTIONS INC
3,000$28.0M0.02%
136
AVDVAMERICAN CENTY ETF TR
300$28.0M0.02%
137
NBRNABORS INDUSTRIES LTD
481$26.0M0.02%
138
REMXVANECK ETF TRUST
350$25.0M0.01%
139
GILGILDAN ACTIVEWEAR INC
407$25.0M0.01%
140
SCHASCHWAB STRATEGIC TR
900$25.0M0.01%
141
CLMTCALUMET INC
1,245$24.0M0.01%
142
APAAPA CORPORATION
1,000$24.0M0.01%
143
SYKSTRYKER CORPORATION
70$24.0M0.01%
144
CMPRCIMPRESS PLC
349$23.0M0.01%
145
SFMSPROUTS FMRS MKT INC
300$23.0M0.01%
146
AOMRANGEL OAK MORTGAGE REIT INC
2,500$21.0M0.01%
147
JCPBJ P MORGAN EXCHANGE TRADED F
440$20.0M0.01%
148
IDRIDAHO STRATEGIC RESOURCES
500$20.0M0.01%
149
VCRBVANGUARD MALVERN FDS
265$20.0M0.01%
150
HELOJ P MORGAN EXCHANGE TRADED F
300$19.0M0.01%
151
IVOLKRANESHARES TRUST
1,000$19.0M0.01%
152
DYHTARGET CORP
200$19.0M0.01%
153
VNQVANGUARD INDEX FDS
205$18.0M0.01%
154
RRCRANGE RES CORP
500$17.0M0.01%
155
ETENERGY TRANSFER L P
1,024$16.0M0.01%
156
BROSDUTCH BROS INC
250$15.0M0.01%
157
CRMSALESFORCE INC
60$15.0M0.01%
158
DFAEDIMENSIONAL ETF TRUST
450$14.0M0.01%
159
IAUI-80 GOLD CORP
10,000$14.0M0.01%
160
STZCONSTELLATION BRANDS INC
100$13.0M0.01%
161
SPHQINVESCO EXCHANGE TRADED FD T
175$13.0M0.01%
162
VALEVALE S A
1,000$13.0M0.01%
163
QLTYGMO ETF TRUST
325$12.0M0.01%
164
RANIRANI THERAPEUTICS HLDGS INC
9,611$12.0M0.01%
165
RGLDROYAL GOLD INC
50$11.0M0.01%
166
ZSZSCALER INC
50$11.0M0.01%
167
GDXJVANECK ETF TRUST
100$11.0M0.01%
168
VTVVANGUARD INDEX FDS
60$11.0M0.01%
169
BABAALIBABA GROUP HLDG LTD
75$10.0M0.01%
170
TXRHTEXAS ROADHOUSE INC
63$10.0M0.01%
171
VBVANGUARD INDEX FDS
40$10.0M0.01%
172
TXNTEXAS INSTRS INC
61$10.0M0.01%
173
WRAPWRAP TECHNOLOGIES INC
4,000$9.0M0.01%
174
NAKNORTHERN DYNASTY MINERALS LT
5,000$9.0M0.01%
175
MINDMIND TECHNOLOGY INC
1,000$8.0M0.00%
176
CRGYCRESCENT ENERGY COMPANY
1,000$8.0M0.00%
177
UBERUBER TECHNOLOGIES INC
100$8.0M0.00%
178
SLVPISHARES INC
250$8.0M0.00%
179
VGTVANGUARD WORLD FD
10$7.0M0.00%
180
BACVERIZON COMMUNICATIONS INC
190$7.0M0.00%
181
ARKKARK ETF TR
100$7.0M0.00%
182
EMREMERSON ELEC CO
50$6.0M0.00%
183
BOOMDMC GLOBAL INC
1,000$6.0M0.00%
184
MOHMOLINA HEALTHCARE INC
31$5.0M0.00%
185
CTVACORTEVA INC
85$5.0M0.00%
186
CATCATERPILLAR INC
7$4.0M0.00%
187
ROKUROKU INC
40$4.0M0.00%
188
XYZBLOCK INC
70$4.0M0.00%
189
DDDUPONT DE NEMOURS INC
85$3.0M0.00%
190
QQNITY ELECTRONICS INC
42$3.0M0.00%
191
VLRSCONTROLADORA VUELA COMP DE A
350$3.0M0.00%
192
SOUNSOUNDHOUND AI INC
400$3.0M0.00%
193
RJFRAYMOND JAMES FINL INC
15$2.0M0.00%
194
SPSMSPDR SERIES TRUST
47$2.0M0.00%
195
IVEISHARES TR
14$2.0M0.00%
196
IMCVISHARES TR
30$2.0M0.00%
197
EEMISHARES TR
42$2.0M0.00%
198
NUENUCOR CORP
12$1.0M0.00%
199
LYFTLYFT INC
80$1.0M0.00%
200
EDITEDITAS MEDICINE INC
150$00.00%
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