Luminist Capital LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$115.8B

Holdings

344

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (344 positions)

#StockSharesValue% PortfolioType
201
MEMJXMFS EMERGING MARKETS EQU
196$8.8M0.01%
202
FBLAXFRANKLIN MANAGED INCOME
668$8.6M0.01%
203
FGDFST TST DOW JNS GLBL SEL
297$8.6M0.01%
204
FJPFIRST TRUST JAPAN
132$8.6M0.01%
205
DFSTXDFA US SMALL CAP I
163$8.4M0.01%
206
HAINXHARBOR INTERNATIONAL INS
150$8.3M0.01%
207
MBBISHARES MBS ETF
85$8.1M0.01%
208
ARCCARES CAP CORP EQUITY
400$8.1M0.01%
209
WMBWILLIAMS COS INC
125$8.0M0.01%
210
KDKYNDRYL HLDGS INC
264$7.9M0.01%
211
FLCFLAHERTY CRUMRINE TOTAL
414$7.4M0.01%
212
IWRISHARES RUSSELL MID CAP
76$7.3M0.01%
213
FPFFIRST TRUST INT DUR PRF
386$7.3M0.01%
214
CAHCARDINAL HEALTH INC
46$7.3M0.01%
215
FOSFXFIDELITY OVERSEAS
95$7.2M0.01%
216
MINTPIMCO ENHANCED SHRT
70$7.0M0.01%
217
UNHUNITEDHEALTH GROUP INC
20$7.0M0.01%
218
AMATAPPLIED MATLS INC
32$6.9M0.01%
219
FNXFIRST TRUST MID CAP CRE
53$6.7M0.01%
220
DFISXDFA INTERNATIONAL SMALL
270$6.7M0.01%
221
PDGIXT. ROWE PRICE DIVIDEND G
77$6.5M0.01%
222
XBOCINNOVATOR US EQY ACCLR 9
197$6.5M0.01%
223
DODGXDODGE & COX STOCK I
23$6.5M0.01%
224
FVDFIRST TRUST VALUE
140$6.4M0.01%
225
GMGENERAL MTRS CO
105$6.4M0.01%
226
QYLDGLOBAL X FUND GLB X NSDQ
377$6.4M0.01%
227
RIVRIVERNORTH OPPORTUNITIES
537$6.4M0.01%
228
GLUGABELLI GLOBAL UTILITY &
348$6.4M0.01%
229
LQDISHARES IBOXX INVT GRADE
56$6.3M0.01%
230
ETJEATON VANCE RISK MAN DIV
697$6.2M0.01%
231
LUVSOUTHWEST AIRLS CO
190$6.1M0.01%
232
IJRISHARES CORE S&P SMALL
50$6.0M0.01%
233
NEWFXAMERICAN FUNDS NEW WORLD
62$5.9M0.01%
234
PFNPIMCO INCOME STRATEGY II
751$5.7M0.00%
235
RABROOKFIELD REAL ASSETS I
422$5.7M0.00%
236
ETENERGY TRANSFER L P LP
320$5.4M0.00%
237
VHIAXJPMORGAN GROWTH ADVANTAG
121$5.3M0.00%
238
MI MISFIN 5 05/01/2034MICHIGAN FIN AUTH R 5pct34
5,000$5.3M0.00%
239
MI WAYAPT 5 12/01/2027WAYNE CNTY MICH ARP 5pct27
5,000$5.3M0.00%
240
FBGRXFIDELITY BLUE CHIP GROWT
20$5.2M0.00%
241
MI WAYAPT 5 12/01/2033WAYNE CNTY MICH ARP 5pct33
5,000$5.1M0.00%
242
MI LSPHGR 4 01/15/2032LAKE SUPERIOR ST UN 4pct32
5,000$5.1M0.00%
243
OIEIXJPMORGAN EQUITY INCOME A
196$5.1M0.00%
244
AQLTISHARES CORE MSCI EAFE
56$4.9M0.00%
245
FRBPFRANKLIN BSP CAPITAL COR
356$4.9M0.00%
246
MI MISFIN 3.12 12/01/2033MICHIGAN FIN AU 3.125pct33
5,000$4.9M0.00%
247
ASTSAST SPACEMOBILE INC
83$4.7M0.00%
248
VCSHVANGUARD SHORT TERM COR
58$4.6M0.00%
249
MI SMTUTL 2.62 05/01/2034SMITH CONS DRAI 2.625pct34
5,000$4.6M0.00%
250
AMZNAMAZON.COM INC
20$4.4M0.00%
251
XRPRREX OSPREY XRP ETF
180$4.4M0.00%
252
FFORD MTR CO DEL
350$4.3M0.00%
253
COFCAPITAL ONE FINL CORP
20$4.3M0.00%
254
UPSUNITED PARCEL SVC INC
50$4.2M0.00%
255
DTMDT MIDSTREAM INC
37$4.2M0.00%
256
JOBYJOBY AVIATION INC F
250$4.1M0.00%
257
CAOSALPHA ARCHITECT TAIL
44$3.9M0.00%
258
FXHFIRST TRUST HEALTH CARE
34$3.8M0.00%
259
FLTRVANECK IG FLOATING RATE
147$3.7M0.00%
260
CRMSALESFORCE INC
15$3.5M0.00%
261
FLEUFRANKLIN FTSE EUROZONE
109$3.5M0.00%
262
FDNIFIRST TRUST DOW JONES
87$3.4M0.00%
263
CBCHUBB LTD F
12$3.4M0.00%
264
QCOMQUALCOMM INC
20$3.4M0.00%
265
MEDHXMFS EMERGING MARKETS DEB
259$3.2M0.00%
266
PHYQXPGIM HIGH YIELD R6
657$3.2M0.00%
267
EODALLSPRING GLOBAL DIVIDEN
558$3.2M0.00%
268
SSOPROSHARES ULTRA S&P 500
28$3.2M0.00%
269
ACHRARCHER AVIATION INC
300$2.9M0.00%
270
OXYOCCIDENTAL PETE CORP
60$2.9M0.00%
271
VKTXVIKING THERAPEUTICS INC
100$2.7M0.00%
272
NEENEXTERA ENERGY INC
35$2.7M0.00%
273
FBRTFRANKLIN BSP REALTY
234$2.5M0.00%
274
RFDARIVERFRONT DYNAMIC US
39$2.5M0.00%
275
JNJJOHNSON & JOHNSON
13$2.4M0.00%
276
XMMOINVESCO S & P MIDCAP
18$2.4M0.00%
277
USBUS BANCORP DEL
50$2.4M0.00%
278
MARMARRIOTT INTL INC NEW
9$2.4M0.00%
279
PGPROCTER & GAMBLE CO
14$2.2M0.00%
280
VOOGVANGUARD S&P 500 GROWTH
5$2.2M0.00%
281
FDXFEDEX CORP
9$2.0M0.00%
282
KHCKRAFT HEINZ CO
78$2.0M0.00%
283
PFEPFIZER INC
75$2.0M0.00%
284
CCLCARNIVAL CORP F
70$2.0M0.00%
285
KMBKIMBERLY CLARK CORP
16$2.0M0.00%
286
PBLAXPRINCIPAL BLUE CHIP A
40$1.9M0.00%
287
SLBSCHLUMBERGER LTD F
55$1.9M0.00%
288
ENBENBRIDGE INC F
37$1.8M0.00%
289
GEGE AEROSPACE
6$1.8M0.00%
290
FKBAXFRANKLIN TOTAL RETURN A
211$1.8M0.00%
291
DALDELTA AIR LINES INC DEL
30$1.7M0.00%
292
KIESPDR S&P INSURANCE ETF
28$1.6M0.00%
293
FLDAXFRANKLIN LOW DURATION TO
179$1.6M0.00%
294
PRUPRUDENTIAL FINL INC
15$1.5M0.00%
295
BLSHBULLISH F
24$1.5M0.00%
296
VUGVANGUARD GROWTH ETF
3$1.4M0.00%
297
JANHINNOVATOR PREMIUM INC 20
58$1.4M0.00%
298
PBYIPUMA BIOTECHNOLOGY INC
250$1.3M0.00%
299
BMTABRITISH AMERN TOB PLC F
25$1.3M0.00%
300
CEMVXCAUSEWAY EMERGING MARKET
86$1.2M0.00%
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