MATTERN CAPITAL MANAGEMENT, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$846.9M

Holdings

170

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
101
NFLXNETFLIX INC
15,503$1.5M0.17%
102
BRK/BBERKSHIRE HATHAWAY INC DEL
2,832$1.4M0.17%
103
IWFISHARES TR
3,003$1.4M0.17%
104
AONAON PLC
3,974$1.4M0.17%
105
METAMETA PLATFORMS INC
2,122$1.4M0.17%
106
ULTAULTA BEAUTY INC
2,315$1.4M0.17%
107
NVDANVIDIA CORPORATION
7,486$1.4M0.16%
108
CRMSALESFORCE INC
4,980$1.3M0.16%
109
BAXBAXTER INTL INC
69,020$1.3M0.16%
110
DUHPDIMENSIONAL ETF TRUST
33,250$1.3M0.15%
111
ASMLASML HOLDING N V
1,140$1.2M0.14%
112
VEAVANGUARD TAX-MANAGED FDS
18,878$1.2M0.14%
113
CSGPCOSTAR GROUP INC
16,463$1.1M0.13%
114
AXPAMERICAN EXPRESS CO
2,944$1.1M0.13%
115
WSOWATSCO INC
3,225$1.1M0.13%
116
WMWASTE MGMT INC DEL
4,814$1.1M0.12%
117
SHVISHARES TR
9,478$1.0M0.12%
118
RSGREPUBLIC SVCS INC
4,771$1.0M0.12%
119
TYLTYLER TECHNOLOGIES INC
2,122$963K0.11%
120
QUALISHARES TR
4,635$920K0.11%
121
MRSHMARSH & MCLENNAN COS INC
4,941$916K0.11%
122
MCOMOODYS CORP
1,741$889K0.10%
123
QCOMQUALCOMM INC
5,188$887K0.10%
124
AZOAUTOZONE INC
248$841K0.10%
125
ISTBISHARES TR
17,055$831K0.10%
126
PLTRPALANTIR TECHNOLOGIES INC
4,631$823K0.10%
127
PWZINVESCO EXCH TRADED FD TR II
33,047$798K0.09%
128
CMFISHARES TR
12,925$742K0.09%
129
WDAYWORKDAY INC
3,330$715K0.08%
130
IEMGISHARES INC
9,435$634K0.07%
131
ORLYOREILLY AUTOMOTIVE INC
6,935$632K0.07%
132
AVUVAMERICAN CENTY ETF TR
5,968$608K0.07%
133
RTXRTX CORPORATION
3,226$591K0.07%
134
VBVANGUARD INDEX FDS
2,283$588K0.07%
135
SBUXSTARBUCKS CORP
6,834$575K0.07%
136
DFATDIMENSIONAL ETF TRUST
9,565$569K0.07%
137
HONHONEYWELL INTL INC
2,895$564K0.07%
138
IBDRISHARES TR
22,870$554K0.07%
139
IBDSISHARES TR
22,810$553K0.07%
140
DFIVDIMENSIONAL ETF TRUST
10,285$513K0.06%
141
LMTLOCKHEED MARTIN CORP
1,042$503K0.06%
142
THGHANOVER INS GROUP INC
2,657$485K0.06%
143
JOYTJ P MORGAN EXCHANGE TRADED F
4,730$426K0.05%
144
XOMEXXON MOBIL CORP
3,521$423K0.05%
145
GOOGLALPHABET INC
1,333$417K0.05%
146
INMUBLACKROCK ETF TRUST II
15,964$383K0.05%
147
VLUEISHARES TR
2,765$378K0.04%
148
FEXFIRST TR EXCHANGE-TRADED ALP
3,032$359K0.04%
149
VNQVANGUARD INDEX FDS
3,815$337K0.04%
150
VIGVANGUARD SPECIALIZED FUNDS
1,474$323K0.04%
151
DFEVDIMENSIONAL ETF TRUST
9,459$319K0.04%
152
ETENERGY TRANSFER L P
19,003$313K0.04%
153
NVSNNOVARTIS AG
2,211$304K0.04%
154
ITOTISHARES TR
2,010$298K0.04%
155
IBTGISHARES TR
12,606$288K0.03%
156
OKEONEOK INC NEW
3,767$276K0.03%
157
MRKMERCK & CO INC
2,623$276K0.03%
158
IBTHISHARES TR
12,320$276K0.03%
159
SUBISHARES TR
2,568$274K0.03%
160
SOLSSOLSTICE ADVANCED MATLS INC
5,277$256K0.03%
161
EPDENTERPRISE PRODS PARTNERS L
8,002$256K0.03%
162
PAAPLAINS ALL AMERN PIPELINE L
13,602$244K0.03%
163
DGROISHARES TR
3,439$238K0.03%
164
MPLXMPLX LP
4,300$229K0.03%
165
VOVANGUARD INDEX FDS
770$223K0.03%
166
IVWISHARES TR
1,806$222K0.03%
167
IVVISHARES TR
324$221K0.03%
168
TDTORONTO DOMINION BK ONT
2,308$217K0.03%
169
WESWESTERN MIDSTREAM PARTNERS L
5,475$216K0.03%
170
EZUISHARES INC
3,280$210K0.02%
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