STANSBERRY ASSET MANAGEMENT, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$571.3M

Holdings

109

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
BACVERIZON COMMUNICATIONS INC
29,886$968K0.17%
2
PLNTPLANET FITNESS INC
17,746$872K0.15%
3
BMYBRISTOL-MYERS SQUIBB CO
14,472$839K0.15%
4
NVDANVIDIA CORPORATION
1,817$790K0.14%
5
TKOTKO GROUP HOLDINGS INC
9,075$762K0.13%
6
GLDMWORLD GOLD TR
20,294$743K0.13%
7
DISDISNEY WALT CO
8,516$690K0.12%
8
ABCLABCELLERA BIOLOGICS INC
112,467$517K0.09%
9
DOCUDOCUSIGN INC
10,840$455K0.08%
10
WIWWESTERN AST INFL LKD OPP & I
54,593$449K0.08%
11
CRBUCARIBOU BIOSCIENCES INC
77,232$369K0.06%
12
TDOCTELADOC HEALTH INC
18,633$346K0.06%
13
GDXVANECK ETF TRUST
10,274$276K0.05%
14
SEASEABRIDGE GOLD INC
21,809$230K0.04%
15
EQXEQUINOX GOLD CORP
47,749$201K0.04%
16
PAASPAN AMERN SILVER CORP
11,361$164K0.03%
17
OREUROSISKO GOLD ROYALTIES LTD
13,218$155K0.03%
18
FIXCOMFORT SYS USA INC
50,301$00.00%
19
HROWHARROW INC
139,423$00.00%
20
CITCINTAS CORP
7,765$00.00%
21
BILLBILL HOLDINGS INC
19,046$00.00%
22
INTTINTEST CORP
113,911$00.00%
23
AXPAMERICAN EXPRESS CO
50,946$00.00%
24
SHELSHELL PLC
344,740$00.00%
25
XYLXYLEM INC
17,304$00.00%
26
ABXBARRICK GOLD CORP
743,284$00.00%
27
DGDOLLAR GEN CORP NEW
18,503$00.00%
28
HSYHERSHEY CO
25,133$00.00%
29
MSFTMICROSOFT CORP
41,799$00.00%
30
MCDMCDONALDS CORP
36,339$00.00%
31
TSEMTOWER SEMICONDUCTOR LTD
443,450$00.00%
32
ALLEALLEGION PLC
26,691$00.00%
33
COCOVITA COCO CO INC
156,074$00.00%
34
CRMSALESFORCE INC
16,456$00.00%
35
IBMINTERNATIONAL BUSINESS MACHS
17,118$00.00%
36
FNVFRANCO NEV CORP
38,743$00.00%
37
KOCOCA COLA CO
243,035$00.00%
38
CPRICAPRI HOLDINGS LIMITED
31,742$00.00%
39
TFPMTRIPLE FLAG PRECIOUS METAL
512,638$00.00%
40
ICEINTERCONTINENTAL EXCHANGE IN
37,753$00.00%
41
PHPARKER-HANNIFIN CORP
9,482$00.00%
42
SGENUSDSEAGEN INC
58,398$00.00%
43
AAPLAPPLE INC
28,243$00.00%
44
CMECME GROUP INC
30,939$00.00%
45
AXSAXIS CAP HLDGS LTD
354,210$00.00%
46
CBRECBRE GROUP INC
15,035$00.00%
47
TRVTRAVELERS COMPANIES INC
35,662$00.00%
48
WRBBERKLEY W R CORP
232,351$00.00%
49
RITMRITHM CAPITAL CORP
141,073$00.00%
50
NVONOVO-NORDISK A S
46,900$00.00%
51
HDHOME DEPOT INC
16,129$00.00%
52
NTGTORTOISE MIDSTRM ENERGY FD I
57,611$00.00%
53
GOOGLALPHABET INC
180,933$00.00%
54
TROWPRICE T ROWE GROUP INC
10,076$00.00%
55
HRHEALTHCARE RLTY TR
337,123$00.00%
56
MTNVAIL RESORTS INC
40,671$00.00%
57
MCXMCCORMICK & CO INC
19,566$00.00%
58
CVSCVS HEALTH CORP
264,117$00.00%
59
BXMTBLACKSTONE MTG TR INC
679,502$00.00%
60
ULUNILEVER PLC
119,791$00.00%
61
SNOWSNOWFLAKE INC
14,551$00.00%
62
SSDSIMPSON MFG INC
27,128$00.00%
63
GISGENERAL MLS INC
30,118$00.00%
64
PYPLPAYPAL HLDGS INC
164,759$00.00%
65
VICIVICI PPTYS INC
47,261$00.00%
66
HP5AEQUITY COMWLTH
305,258$00.00%
67
FISVFISERV INC
135,187$00.00%
68
DPZDOMINOS PIZZA INC
16,393$00.00%
69
MBBISHARES TR
55,942$00.00%
70
DHRDANAHER CORPORATION
21,546$00.00%
71
RNRRENAISSANCERE HLDGS LTD
35,103$00.00%
72
ABNBAIRBNB INC
23,872$00.00%
73
UUNITY SOFTWARE INC
40,276$00.00%
74
CBOECBOE GLOBAL MKTS INC
52,817$00.00%
75
NVRNVR INC
1,422$00.00%
76
KMIKINDER MORGAN INC DEL
220,477$00.00%
77
KYNKAYNE ANDERSON ENERGY INFRST
1,111,610$00.00%
78
ITBISHARES TR
28,510$00.00%
79
LAMRLAMAR ADVERTISING CO NEW
28,052$00.00%
80
UHAL/BU HAUL HOLDING COMPANY
165,202$00.00%
81
VRSKVERISK ANALYTICS INC
46,302$00.00%
82
TRVCCITIGROUP INC
77,495$00.00%
83
INTUINTUIT
6,769$00.00%
84
LMTLOCKHEED MARTIN CORP
36,715$00.00%
85
ABEVAMBEV SA
522,293$00.00%
86
CTRACOTERRA ENERGY INC
216,746$00.00%
87
BRK/BBERKSHIRE HATHAWAY INC DEL
10,014$00.00%
88
CSLCARLISLE COS INC
27,229$00.00%
89
SBUXSTARBUCKS CORP
46,763$00.00%
90
ASLEAERSALE CORPORATION
75,224$00.00%
91
CSGPCOSTAR GROUP INC
37,225$00.00%
92
DDOGDATADOG INC
36,520$00.00%
93
BECNUSDBEACON ROOFING SUPPLY INC
50,386$00.00%
94
SPLKCHFSPLUNK INC
15,085$00.00%
95
ARHSARHAUS INC
217,929$00.00%
96
AMZNAMAZON COM INC
102,628$00.00%
97
VVISA INC
40,983$00.00%
98
CROXCROCS INC
33,414$00.00%
99
TKRTIMKEN CO
223,463$00.00%
100
METAMETA PLATFORMS INC
12,479$00.00%
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