STANSBERRY ASSET MANAGEMENT, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$762.5M

Holdings

127

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (127 positions)

#StockSharesValue% PortfolioType
1
SSDSIMPSON MFG INC
5,819$980K0.13%
2
TROWPRICE T ROWE GROUP INC
7,992$921K0.12%
3
CSGPCOSTAR GROUP INC
12,242$907K0.12%
4
CWHCAMPING WORLD HLDGS INC
49,650$886K0.12%
5
BILLBILL HOLDINGS INC
15,046$791K0.10%
6
SNOWSNOWFLAKE INC
5,578$753K0.10%
7
FANGDIAMONDBACK ENERGY INC
3,748$750K0.10%
8
HRHEALTHCARE RLTY TR
43,505$716K0.09%
9
VSTSVESTIS CORPORATION
57,354$701K0.09%
10
CTLPCANTALOUPE INC
86,069$568K0.07%
11
WIWWESTERN AST INFL LKD OPP & I
64,580$549K0.07%
12
SHLSSHOALS TECHNOLOGIES GROUP IN
87,161$543K0.07%
13
UUNITY SOFTWARE INC
31,627$514K0.07%
14
XOMEXXON MOBIL CORP
3,656$420K0.06%
15
AVGOBROADCOM INC
238$382K0.05%
16
EQXEQUINOX GOLD CORP
72,526$378K0.05%
17
SELFGLOBAL SELF STORAGE INC
76,326$370K0.05%
18
PAASPAN AMERN SILVER CORP
17,624$350K0.05%
19
RGLDROYAL GOLD INC
2,547$318K0.04%
20
GDXVANECK ETF TRUST
8,873$301K0.04%
21
SGDJSPROTT ETF TRUST
9,595$295K0.04%
22
GOOGALPHABET INC
1,430$262K0.03%
23
ABCLABCELLERA BIOLOGICS INC
88,410$261K0.03%
24
DFACDIMENSIONAL ETF TRUST
7,546$243K0.03%
25
NEMNEWMONT CORP
5,500$230K0.03%
26
AYS1SANDSTORM GOLD LTD
39,752$216K0.03%
27
ASLEAERSALE CORPORATION
23,645$163K0.02%
28
CRBUCARIBOU BIOSCIENCES INC
29,969$49K0.01%
29
SHELSHELL PLC
334,028$00.00%
30
XYLXYLEM INC
13,728$00.00%
31
ABXBARRICK GOLD CORP
694,929$00.00%
32
HSYHERSHEY CO
28,578$00.00%
33
MSFTMICROSOFT CORP
45,264$00.00%
34
SGOVISHARES TR
35,075$00.00%
35
MCDMCDONALDS CORP
25,758$00.00%
36
SEASEABRIDGE GOLD INC
235,912$00.00%
37
ALLEALLEGION PLC
37,435$00.00%
38
COCOVITA COCO CO INC
442,686$00.00%
39
CERE1EURCEREVEL THERAPEUTICS HLDNG I
281,694$00.00%
40
CRMSALESFORCE INC
5,147$00.00%
41
IBMINTERNATIONAL BUSINESS MACHS
8,299$00.00%
42
FNVFRANCO NEV CORP
12,736$00.00%
43
KOCOCA COLA CO
210,080$00.00%
44
CPRICAPRI HOLDINGS LIMITED
794,866$00.00%
45
TFPMTRIPLE FLAG PRECIOUS METAL
476,533$00.00%
46
ICEINTERCONTINENTAL EXCHANGE IN
72,004$00.00%
47
PHPARKER-HANNIFIN CORP
11,447$00.00%
48
AIRAAR CORP
67,186$00.00%
49
AAPLAPPLE INC
44,147$00.00%
50
CMECME GROUP INC
41,307$00.00%
51
IIPRINNOVATIVE INDL PPTYS INC
36,576$00.00%
52
KVUEKENVUE INC
247,761$00.00%
53
AXSAXIS CAP HLDGS LTD
274,921$00.00%
54
TRVTRAVELERS COMPANIES INC
34,424$00.00%
55
WRBBERKLEY W R CORP
274,257$00.00%
56
RITMRITHM CAPITAL CORP
112,312$00.00%
57
NVONOVO-NORDISK A S
59,281$00.00%
58
HDHOME DEPOT INC
20,333$00.00%
59
NTGTORTOISE MIDSTRM ENERGY FD I
44,187$00.00%
60
BACVERIZON COMMUNICATIONS INC
31,000$00.00%
61
GOOGLALPHABET INC
161,162$00.00%
62
MTNVAIL RESORTS INC
50,210$00.00%
63
CVSCVS HEALTH CORP
172,933$00.00%
6411,877,000$00.00%
65
NVDANVIDIA CORPORATION
58,937$00.00%
66
GISGENERAL MLS INC
23,873$00.00%
67
MKLMARKEL GROUP INC
1,935$00.00%
68
PYPLPAYPAL HLDGS INC
201,769$00.00%
69
OREUROSISKO GOLD ROYALTIES LTD
351,569$00.00%
70
VICIVICI PPTYS INC
37,242$00.00%
71
VRRMVERRA MOBILITY CORP
492,347$00.00%
72
HP5AEQUITY COMWLTH
284,969$00.00%
73
FISVFISERV INC
103,978$00.00%
74
RHCRH PLC
95,499$00.00%
75
DPZDOMINOS PIZZA INC
18,548$00.00%
76
MBBISHARES TR
52,108$00.00%
77
GBTCGRAYSCALE BITCOIN TR BTC
25,579$00.00%
78
DHRDANAHER CORPORATION
27,161$00.00%
79
RNRRENAISSANCERE HLDGS LTD
28,007$00.00%
80
ABNBAIRBNB INC
25,921$00.00%
81
CBOECBOE GLOBAL MKTS INC
47,811$00.00%
82
NVRNVR INC
896$00.00%
83
NKENIKE INC
27,913$00.00%
84
ATKRATKORE INC
38,594$00.00%
85
KGCKINROSS GOLD CORP
610,354$00.00%
86
KYNKAYNE ANDERSON ENERGY INFRST
1,132,638$00.00%
87
GLDMWORLD GOLD TR
29,330$00.00%
88
ITBISHARES TR
12,338$00.00%
89
LAMRLAMAR ADVERTISING CO NEW
16,550$00.00%
90
VRSKVERISK ANALYTICS INC
44,311$00.00%
91
TRVCCITIGROUP INC
32,263$00.00%
92
INTUINTUIT
8,231$00.00%
93
LMTLOCKHEED MARTIN CORP
28,253$00.00%
94
FBTCFIDELITY WISE ORIGIN BITCOIN
32,904$00.00%
95
ABEVAMBEV SA
613,874$00.00%
96
CTRACOTERRA ENERGY INC
236,181$00.00%
97
BRK/BBERKSHIRE HATHAWAY INC DEL
14,844$00.00%
98
CSLCARLISLE COS INC
19,758$00.00%
99
SBUXSTARBUCKS CORP
81,378$00.00%
100
BECNUSDBEACON ROOFING SUPPLY INC
60,424$00.00%
Page 1 of 2Next