MBB PUBLIC MARKETS I LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$1.9B

Holdings

109

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
910,226$200.5T10496325.53%
2
XLVSELECT SECTOR SPDR TR
960,668$127.5T6675066.89%
3
EWZISHARES INC
3,759,560$121.9T6382593.29%Call
4
VTVVANGUARD INDEX FDS
799,633$113.6T5948370.17%
5
TECK/BTECK RESOURCES LTD
2,604,245$109.6T5739540.68%Call
6
VEAVANGUARD TAX-MANAGED FDS
1,982,284$91.5T4792178.71%
7
BUNGE LIMITED
832,643$78.6T4112576.04%Call
8
UNHUNITEDHEALTH GROUP INC
153,473$73.8T3861580.54%Call
9
SPYSPDR S&P 500 ETF TR
123,300$54.7T2861240.84%Put
10
DFATDIMENSIONAL ETF TRUST
1,067,047$49.5T2591320.44%
11
HUMHUMANA INC
102,319$45.7T2394987.74%Call
12
FCXFREEPORT-MCMORAN INC
1,134,483$45.4T2375588.34%Call
13
CCOCAMECO CORP
1,377,831$43.2T2259797.62%
14
JPMJPMORGAN CHASE & CO
270,033$39.3T2055953.90%
15
BACBANK AMERICA CORP
1,305,524$37.5T1960778.86%Call
16
VWOVANGUARD INTL EQUITY INDEX F
852,426$34.7T1815310.94%
17
DFIVDIMENSIONAL ETF TRUST
1,053,518$34.6T1811717.72%
18
NXPINXP SEMICONDUCTORS N V
158,377$32.4T1696990.32%
19
VBRVANGUARD INDEX FDS
187,014$30.9T1619286.95%
20
IBBISHARES TR
243,393$30.9T1617663.53%
21
XBISPDR SER TR
308,074$25.6T1341811.40%
22
GSGOLDMAN SACHS GROUP INC
75,000$24.2T1266362.52%
23
EQTEQT CORP
582,472$24.0T1254142.71%
24
INGING GROEP N.V.
1,730,177$23.3T1220032.30%
25
CTRACOTERRA ENERGY INC
871,678$22.1T1154489.00%Call
26
VALEVALE S A
1,571,280$21.1T1103873.50%
27
XLESELECT SECTOR SPDR TR
246,024$20.0T1045408.97%
28
TSTENARIS S A
648,010$19.4T1015995.41%
29
MUMICRON TECHNOLOGY INC
307,522$19.4T1015985.62%Call
30
RSPINVESCO EXCHANGE TRADED FD T
125,723$18.8T984862.60%
31
KLACKLA CORP
34,575$16.8T877879.79%
32
TLTISHARES TR
161,100$16.6T868146.28%Call
33
ADMARCHER DANIELS MIDLAND CO
219,069$16.6T866534.96%Call
34
LNGCHENIERE ENERGY INC
99,149$15.1T790810.66%
35
CFCF INDS HLDGS INC
216,804$15.1T787890.44%Call
36
AMGNAMGEN INC
51,841$11.5T602532.78%
37
SQMSOCIEDAD QUIMICA Y MINERA DE
157,972$11.5T600550.56%Call
38
LRCXEURLAM RESEARCH CORP
15,015$9.7T505306.57%
39
AMATAPPLIED MATLS INC
63,962$9.2T483973.65%
40
DOCHEALTHPEAK PROPERTIES INC
439,889$8.8T462862.89%
41
AAALCOA CORP
258,987$8.8T460018.22%
42
CPTCAMDEN PPTY TR
78,028$8.5T444704.87%
43
XLFSELECT SECTOR SPDR TR
248,909$8.4T439250.67%
44
NDQINVESCO QQQ TR
22,000$8.1T425457.60%Put
45
SPDWSPDR INDEX SHS FDS
235,829$7.7T401724.71%
46
JBGSJBG SMITH PPTYS
488,165$7.3T384350.72%
47
TMOTHERMO FISHER SCIENTIFIC INC
13,756$7.2T375723.04%
48
MSFTMICROSOFT CORP
20,204$6.9T360184.06%
49
VYMIVANGUARD WHITEHALL FDS
100,706$6.4T333186.23%
50
BRK-BBERKSHIRE HATHAWAY INC DEL
12$6.2T325285.63%
51
EOGEOG RES INC
53,653$6.1T321428.99%Call
52
EWJISHARES INC
95,775$5.9T310353.07%
53
MLCOMELCO RESORTS AND ENTMNT LTD
396,598$4.8T253500.85%
54
LLYLILLY ELI & CO
10,000$4.7T245509.06%Put
55
DVNDEVON ENERGY CORP NEW
95,552$4.6T241801.87%
56
OXYOCCIDENTAL PETE CORP
74,350$4.4T228860.85%
57
FXYINVESCO CURRENCYSHARES JAPAN
65,000$4.2T219611.72%Call
58
GOOGLALPHABET INC
33,100$4.0T207412.70%
59
VNQVANGUARD INDEX FDS
45,000$3.8T196844.89%
60
EEMISHARES TR
71,500$2.8T148072.88%
61
GLWCORNING INC
74,499$2.6T136656.43%
62
CLFCLEVELAND-CLIFFS INC NEW
151,939$2.5T133308.10%
63
MOSMOSAIC CO NEW
63,312$2.2T116003.27%Call
64
CBRECBRE GROUP INC
27,390$2.2T115726.44%
65
DYHTARGET CORP
15,899$2.1T109781.15%Call
66
EWYISHARES INC
30,933$2.0T102633.13%
67
LVLNSPDR SER TR
47,448$1.9T101416.63%Call
68
TANINVESCO EXCH TRADED FD TR II
27,000$1.9T100947.79%
69
VYMVANGUARD WHITEHALL FDS
17,834$1.9T99024.62%
70
HBMHUDBAY MINERALS INC
289,969$1.4T72862.82%
71
IEMGISHARES INC
27,000$1.3T69668.39%
72
AAPLAPPLE INC
6,735$1.3T68388.86%
73
MDGLMADRIGAL PHARMACEUTICALS INC
5,490$1.3T66389.21%
74
NTRNUTRIEN LTD
20,528$1.2T63457.01%Call
75
VOOVANGUARD INDEX FDS
2,954$1.2T62991.99%
76
XLUSELECT SECTOR SPDR TR
17,779$1.2T60906.54%
77
IWNISHARES TR
8,108$1.1T59762.59%
78
ALBALBEMARLE CORP
5,035$1.1T58802.08%
79
BRK/BBERKSHIRE HATHAWAY INC DEL
3,200$1.1T57123.86%
80
MTBM & T BK CORP
8,221$1.0T53262.09%
81
ASHRDBX ETF TR
32,000$856.3B44827.99%
82
CAHCARDINAL HEALTH INC
8,089$765.0B40048.58%
83
GDXVANECK ETF TRUST
25,000$752.8B39406.15%
84
ABXBARRICK GOLD CORP
40,000$677.2B35451.14%
85
FITBFIFTH THIRD BANCORP
25,755$675.0B35338.01%
86
BAKBRASKEM S A
50,900$593.0B31042.52%
87
FXIISHARES TR
20,000$543.8B28467.70%Put
88
AGCOAGCO CORP
4,000$525.7B27519.13%
89
MSOSADVISORSHARES TR
94,602$524.1B27436.15%
90
VOOVVANGUARD ADMIRAL FDS INC
3,223$501.8B26270.69%
91
NVDANVIDIA CORPORATION
1,160$490.7B25688.10%
92
SRPTSAREPTA THERAPEUTICS INC
4,200$481.0B25179.31%
93
AMZNAMAZON COM INC
3,600$469.3B24567.45%
94
DISDISNEY WALT CO
4,984$445.0B23294.10%
95
ALLOALLOGENE THERAPEUTICS INC
85,803$426.4B22324.01%
96
EFAISHARES TR
5,765$418.0B21881.34%
97
EXECHESAPEAKE ENERGY CORP
4,000$334.7B17522.45%
98
FFORD MTR CO DEL
21,615$327.0B17120.14%
99
SLGSL GREEN RLTY CORP
10,000$300.5B15731.05%Call
100
QCOMQUALCOMM INC
2,474$294.5B15416.11%
Page 1 of 2Next