MATTERN CAPITAL MANAGEMENT, LLC Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$832.4M

Holdings

170

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
101
NVDANVIDIA CORPORATION
8,028$1.3M0.15%
102
DGDOLLAR GEN CORP NEW
10,871$1.2M0.15%
103
BRK/BBERKSHIRE HATHAWAY INC DEL
2,509$1.2M0.15%
104
CVXCHEVRON CORP NEW
8,196$1.2M0.14%
105
AONAON PLC
3,237$1.2M0.14%
106
COPCONOCOPHILLIPS
12,535$1.1M0.14%
107
VEAVANGUARD TAX-MANAGED FDS
18,878$1.1M0.13%
108
DUHPDIMENSIONAL ETF TRUST
30,074$1.1M0.13%
109
VRTXVERTEX PHARMACEUTICALS INC
2,332$1.0M0.12%
110
ULTAULTA BEAUTY INC
2,199$1.0M0.12%
111
ADBEADOBE INC
2,638$1.0M0.12%
112
INTUINTUIT
1,294$1.0M0.12%
113
BAXBAXTER INTL INC
30,918$936K0.11%
114
NVONOVO-NORDISK A S
13,127$906K0.11%
115
CSGPCOSTAR GROUP INC
11,063$889K0.11%
116
QUALISHARES TR
4,774$872K0.10%
117
RSGREPUBLIC SVCS INC
3,481$858K0.10%
118
QCOMQUALCOMM INC
5,323$847K0.10%
119
IGSBISHARES TR
16,041$846K0.10%
120
ISTBISHARES TR
16,945$824K0.10%
121
WMWASTE MGMT INC DEL
3,542$810K0.10%
122
AXPAMERICAN EXPRESS CO
2,522$804K0.10%
123
AZOAUTOZONE INC
203$753K0.09%
124
ASMLASML HOLDING N V
914$732K0.09%
125
MRSHMARSH & MCLENNAN COS INC
3,302$721K0.09%
126
AWNADVANCE AUTO PARTS INC
14,930$694K0.08%
127
PWZINVESCO EXCH TRADED FD TR II
29,340$684K0.08%
128
WSOWATSCO INC
1,526$673K0.08%
129
PLTRPALANTIR TECHNOLOGIES INC
4,810$655K0.08%
130
CMFISHARES TR
11,475$639K0.08%
131
MCOMOODYS CORP
1,268$636K0.08%
132
IEMGISHARES INC
9,435$566K0.07%
133
SHVISHARES TR
5,033$555K0.07%
134
IBDRISHARES TR
22,635$548K0.07%
135
IBDSISHARES TR
22,540$547K0.07%
136
VBVANGUARD INDEX FDS
2,283$541K0.06%
137
ORLYOREILLY AUTOMOTIVE INC
5,961$537K0.06%
138
AVUVAMERICAN CENTY ETF TR
5,675$516K0.06%
139
DFATDIMENSIONAL ETF TRUST
9,284$500K0.06%
140
RTXRTX CORPORATION
3,417$498K0.06%
141
THGHANOVER INS GROUP INC
2,657$451K0.05%
142
IBDQISHARES TR
17,415$438K0.05%
143
INMUBLACKROCK ETF TRUST II
16,537$387K0.05%
144
XOMEXXON MOBIL CORP
3,559$383K0.05%
145
DFIVDIMENSIONAL ETF TRUST
8,819$377K0.05%
146
JOYTJ P MORGAN EXCHANGE TRADED F
4,201$354K0.04%
147
ETENERGY TRANSFER L P
19,003$344K0.04%
148
VNQVANGUARD INDEX FDS
3,815$339K0.04%
149
FEXFIRST TR EXCHANGE-TRADED ALP
3,032$333K0.04%
150
VLUEISHARES TR
2,715$307K0.04%
151
OKEONEOK INC NEW
3,767$307K0.04%
152
VIGVANGUARD SPECIALIZED FUNDS
1,480$302K0.04%
153
ITOTISHARES TR
2,168$292K0.04%
154
IBTGISHARES TR
12,606$289K0.03%
155
SUBISHARES TR
2,672$284K0.03%
156
AQLTISHARES TR
11,720$273K0.03%
157
IBTHISHARES TR
12,030$270K0.03%
158
NVSNNOVARTIS AG
2,216$268K0.03%
159
MRKMERCK & CO INC
3,376$267K0.03%
160
GOOGLALPHABET INC
1,478$260K0.03%
161
PAAPLAINS ALL AMERN PIPELINE L
13,602$249K0.03%
162
EPDENTERPRISE PRODS PARTNERS L
8,002$248K0.03%
163
DGROISHARES TR
3,674$234K0.03%
164
DFEVDIMENSIONAL ETF TRUST
7,513$225K0.03%
165
MPLXMPLX LP
4,300$221K0.03%
166
KMIKINDER MORGAN INC DEL
7,365$216K0.03%
167
VOVANGUARD INDEX FDS
770$215K0.03%
168
IVWISHARES TR
1,954$215K0.03%
169
UPSUNITED PARCEL SERVICE INC
2,116$213K0.03%
170
WESWESTERN MIDSTREAM PARTNERS L
5,475$211K0.03%
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