STANSBERRY ASSET MANAGEMENT, LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$741.1M

Holdings

123

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (123 positions)

#StockSharesValue% PortfolioType
1
AIRAAR CORP
16,339$978K0.13%
2
GLDMWORLD GOLD TR
21,671$954K0.13%
3
PLNTPLANET FITNESS INC
14,742$923K0.12%
4
UUNITY SOFTWARE INC
33,421$892K0.12%
5
IIPRINNOVATIVE INDL PPTYS INC
8,532$883K0.12%
6
HRHEALTHCARE RLTY TR
50,023$707K0.10%
7
WIWWESTERN AST INFL LKD OPP & I
60,190$519K0.07%
8
ABCLABCELLERA BIOLOGICS INC
93,288$422K0.06%
9
SEASEABRIDGE GOLD INC
26,014$393K0.05%
10
SELFGLOBAL SELF STORAGE INC
82,354$366K0.05%
11
GDXVANECK ETF TRUST
10,994$347K0.05%
12
CRBUCARIBOU BIOSCIENCES INC
64,337$330K0.04%
13
EQXEQUINOX GOLD CORP
50,842$306K0.04%
14
AVGOBROADCOM INC
228$302K0.04%
15
GOOGALPHABET INC
1,642$250K0.03%
16
DFACDIMENSIONAL ETF TRUST
7,546$241K0.03%
17
RGLDROYAL GOLD INC
1,830$222K0.03%
18
SGDJSPROTT ETF TRUST
6,877$216K0.03%
19
ASLEAERSALE CORPORATION
25,692$184K0.02%
20
PAASPAN AMERN SILVER CORP
12,178$183K0.02%
21
FET 9 08/04/25FORUM ENERGY TECHNOLOGIES IN
26,227$25K0.00%
22
FIXCOMFORT SYS USA INC
27,768$00.00%
23
HROWHARROW INC
115,144$00.00%
24
CITCINTAS CORP
7,655$00.00%
25
BILLBILL HOLDINGS INC
15,738$00.00%
26
INTTINTEST CORP
116,466$00.00%
27
ZETAZETA GLOBAL HOLDINGS CORP
803,903$00.00%
28
AXPAMERICAN EXPRESS CO
38,354$00.00%
2915,173,000$00.00%
30
SHELSHELL PLC
337,734$00.00%
31
XYLXYLEM INC
36,233$00.00%
32
ABXBARRICK GOLD CORP
714,328$00.00%
33
HSYHERSHEY CO
26,696$00.00%
34
MSFTMICROSOFT CORP
43,719$00.00%
35
SGOVISHARES TR
28,337$00.00%
36
MCDMCDONALDS CORP
26,255$00.00%
37
TSEMTOWER SEMICONDUCTOR LTD
258,741$00.00%
38
VSTSVESTIS CORPORATION
60,745$00.00%
39
ALLEALLEGION PLC
10,334$00.00%
40
COCOVITA COCO CO INC
422,575$00.00%
41
CERE1EURCEREVEL THERAPEUTICS HLDNG I
189,788$00.00%
42
CRMSALESFORCE INC
14,917$00.00%
43
IBMINTERNATIONAL BUSINESS MACHS
24,936$00.00%
44
FNVFRANCO NEV CORP
11,001$00.00%
45
KOCOCA COLA CO
207,527$00.00%
46
CPRICAPRI HOLDINGS LIMITED
766,771$00.00%
47
TFPMTRIPLE FLAG PRECIOUS METAL
481,039$00.00%
48
ICEINTERCONTINENTAL EXCHANGE IN
64,586$00.00%
49
PHPARKER-HANNIFIN CORP
9,696$00.00%
50
AAPLAPPLE INC
26,243$00.00%
51
CMECME GROUP INC
36,988$00.00%
52
KVUEKENVUE INC
229,634$00.00%
53
AXSAXIS CAP HLDGS LTD
287,338$00.00%
54
TRVTRAVELERS COMPANIES INC
31,235$00.00%
55
WRBBERKLEY W R CORP
264,298$00.00%
56
RITMRITHM CAPITAL CORP
129,044$00.00%
57
NVONOVO-NORDISK A S
52,062$00.00%
58
HDHOME DEPOT INC
18,137$00.00%
59
NTGTORTOISE MIDSTRM ENERGY FD I
48,883$00.00%
60
BACVERIZON COMMUNICATIONS INC
35,531$00.00%
61
GOOGLALPHABET INC
175,386$00.00%
62
TROWPRICE T ROWE GROUP INC
9,175$00.00%
63
MTNVAIL RESORTS INC
61,287$00.00%
64
CVSCVS HEALTH CORP
210,683$00.00%
65
ULUNILEVER PLC
75,784$00.00%
6612,263,000$00.00%
67
NVDANVIDIA CORPORATION
5,574$00.00%
68
SNOWSNOWFLAKE INC
14,762$00.00%
69
SSDSIMPSON MFG INC
19,813$00.00%
70
GISGENERAL MLS INC
27,442$00.00%
71
MKLMARKEL GROUP INC
1,912$00.00%
72
PYPLPAYPAL HLDGS INC
284,713$00.00%
73
OREUROSISKO GOLD ROYALTIES LTD
196,521$00.00%
74
VICIVICI PPTYS INC
42,773$00.00%
75
VRRMVERRA MOBILITY CORP
377,433$00.00%
76
HP5AEQUITY COMWLTH
294,430$00.00%
77
FISVFISERV INC
101,287$00.00%
78
RHCRH PLC
63,942$00.00%
79
DPZDOMINOS PIZZA INC
22,002$00.00%
80
MBBISHARES TR
51,281$00.00%
81
GBTCGRAYSCALE BITCOIN TR BTC
24,635$00.00%
82
DHRDANAHER CORPORATION
26,004$00.00%
83
RNRRENAISSANCERE HLDGS LTD
34,772$00.00%
84
ABNBAIRBNB INC
23,156$00.00%
85
CBOECBOE GLOBAL MKTS INC
52,340$00.00%
86
NVRNVR INC
1,132$00.00%
87
KMIKINDER MORGAN INC DEL
184,686$00.00%
88
KGCKINROSS GOLD CORP
476,490$00.00%
89
KYNKAYNE ANDERSON ENERGY INFRST
1,104,775$00.00%
90
ITBISHARES TR
9,865$00.00%
91
LAMRLAMAR ADVERTISING CO NEW
18,274$00.00%
92
VRSKVERISK ANALYTICS INC
44,145$00.00%
93
TRVCCITIGROUP INC
37,024$00.00%
94
INTUINTUIT
6,750$00.00%
95
LMTLOCKHEED MARTIN CORP
29,672$00.00%
96
FBTCFIDELITY WISE ORIGIN BITCOIN
32,674$00.00%
97
ABEVAMBEV SA
574,445$00.00%
98
CTRACOTERRA ENERGY INC
214,410$00.00%
99
BRK/BBERKSHIRE HATHAWAY INC DEL
12,326$00.00%
100
CSLCARLISLE COS INC
20,455$00.00%
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