STANSBERRY ASSET MANAGEMENT, LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$484.3M

Holdings

103

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (103 positions)

#StockSharesValue% PortfolioType
1
MMXMAVERIX METALS INC
189,620$884K0.18%
2
INTUINTUIT
2,134$830K0.17%
3
CBRECBRE GROUP INC
10,503$808K0.17%
4
INTTINTEST CORP
78,102$804K0.17%
5
FQIDIGITAL RLTY TR INC
7,300$731K0.15%
6
TDOCTELADOC HEALTH INC
17,456$565K0.12%
7
GLDMWORLD GOLD TR
14,991$542K0.11%
8
DISDISNEY WALT CO
6,129$532K0.11%
9
YRIYAMANA GOLD INC
92,425$512K0.11%
10
METAMETA PLATFORMS INC
4,027$484K0.10%
11
CRBUCARIBOU BIOSCIENCES INC
70,004$439K0.09%
12
SOFISOFI TECHNOLOGIES INC
82,036$378K0.08%
13
SRTABLADE AIR MOBILITY INC
103,921$372K0.08%
14
UPSTUPSTART HLDGS INC
25,368$335K0.07%
15
AEMAGNICO EAGLE MINES LTD
5,729$297K0.06%
16
VGSHVANGUARD SCOTTSDALE FDS
74$278K0.06%
17
VGITVANGUARD SCOTTSDALE FDS
4,691$274K0.06%
18
DOCUDOCUSIGN INC
4,820$267K0.06%
19
GDXJVANECK ETF TRUST
6,695$238K0.05%
20
GDXVANECK ETF TRUST
7,969$228K0.05%
21
ITBISHARES TR
3,670$222K0.05%
22
SEASEABRIDGE GOLD INC
16,556$208K0.04%
23
EQXEQUINOX GOLD CORP
36,865$120K0.02%
24
HSYHERSHEY CO
23,287$00.00%
25
MSFTMICROSOFT CORP
60,641$00.00%
26
MCDMCDONALDS CORP
44,254$00.00%
27
ALLEALLEGION PLC
10,993$00.00%
28
COCOVITA COCO CO INC
95,115$00.00%
29
CRMSALESFORCE INC
7,941$00.00%
30
IBMINTERNATIONAL BUSINESS MACHS
12,918$00.00%
31
FNVFRANCO NEV CORP
28,721$00.00%
32
KOCOCA COLA CO
117,347$00.00%
33
ICEINTERCONTINENTAL EXCHANGE IN
31,847$00.00%
34
BKIEURBLACK KNIGHT INC
395,703$00.00%
35
AAPLAPPLE INC
59,069$00.00%
36
AXSAXIS CAP HLDGS LTD
314,658$00.00%
37
BMYBRISTOL-MYERS SQUIBB CO
180,746$00.00%
38
TRVTRAVELERS COMPANIES INC
27,354$00.00%
39
WRBBERKLEY W R CORP
67,151$00.00%
40
RITMRITHM CAPITAL CORP
161,398$00.00%
41
NVONOVO-NORDISK A S
12,161$00.00%
42
HDHOME DEPOT INC
8,312$00.00%
43
BUDANHEUSER BUSCH INBEV SA/NV
216,497$00.00%
44
NTGTORTOISE MIDSTRM ENERGY FD I
50,451$00.00%
45
BACVERIZON COMMUNICATIONS INC
26,346$00.00%
46
GOOGLALPHABET INC
200,399$00.00%
47
HRHEALTHCARE RLTY TR
342,730$00.00%
48
MCXMCCORMICK & CO INC
14,357$00.00%
49
CVSCVS HEALTH CORP
236,506$00.00%
50
BXMTBLACKSTONE MTG TR INC
693,375$00.00%
51
ULUNILEVER PLC
87,683$00.00%
52
JNJJOHNSON & JOHNSON
21,790$00.00%
53
SSDSIMPSON MFG INC
12,728$00.00%
54
TGNATEGNA INC
591,078$00.00%
55
GISGENERAL MLS INC
22,524$00.00%
56
PYPLPAYPAL HLDGS INC
143,673$00.00%
57
VICIVICI PPTYS INC
41,599$00.00%
58
UHALU HAUL HOLDING COMPANY
19,502$00.00%
59
FISVFISERV INC
123,608$00.00%
60
MBBISHARES TR
39,826$00.00%
61
EAELECTRONIC ARTS INC
10,596$00.00%
62
RNRRENAISSANCERE HLDGS LTD
33,226$00.00%
63
ABNBAIRBNB INC
12,046$00.00%
64
UUNITY SOFTWARE INC
43,194$00.00%
65
CBOECBOE GLOBAL MKTS INC
32,301$00.00%
66
NVRNVR INC
1,199$00.00%
67
KMIKINDER MORGAN INC DEL
114,027$00.00%
68
DEDEERE & CO
20,516$00.00%
69
IRBTQIROBOT CORP
51,374$00.00%
70
KYNKAYNE ANDERSON ENERGY INFRST
953,969$00.00%
71
LAMRLAMAR ADVERTISING CO NEW
20,126$00.00%
72
UHAL/BU HAUL HOLDING COMPANY
175,523$00.00%
73
VRSKVERISK ANALYTICS INC
63,728$00.00%
74
TRVCCITIGROUP INC
27,029$00.00%
75
ABCLABCELLERA BIOLOGICS INC
100,176$00.00%
76
LMTLOCKHEED MARTIN CORP
38,517$00.00%
77
CTRACOTERRA ENERGY INC
162,081$00.00%
78
SBUXSTARBUCKS CORP
25,024$00.00%
79
CSGPCOSTAR GROUP INC
13,809$00.00%
80
HBANHUNTINGTON BANCSHARES INC
87,035$00.00%
81
BECNUSDBEACON ROOFING SUPPLY INC
23,085$00.00%
82
DDOGDATADOG INC
21,611$00.00%
83
SPLKCHFSPLUNK INC
13,476$00.00%
84
AMZNAMAZON COM INC
110,711$00.00%
85
VVISA INC
32,112$00.00%
86
EQNREQUINOR ASA
133,669$00.00%
87
MLB1MERCADOLIBRE INC
1,289$00.00%
88
SHLSSHOALS TECHNOLOGIES GROUP IN
69,365$00.00%
89
CWHCAMPING WORLD HLDGS INC
348,616$00.00%
90
GDGENERAL DYNAMICS CORP
7,607$00.00%
91
ATVIEURACTIVISION BLIZZARD INC
279,829$00.00%
92
HROWHARROW HEALTH INC
126,178$00.00%
93
0C3ENDEAVOR GROUP HLDGS INC
81,344$00.00%
94
SPGIS&P GLOBAL INC
4,279$00.00%
95
ESGRENSTAR GROUP LIMITED
17,068$00.00%
96
VIRTVIRTU FINL INC
165,960$00.00%
97
FIXCOMFORT SYS USA INC
38,903$00.00%
98
CITCINTAS CORP
3,385$00.00%
99
AXPAMERICAN EXPRESS CO
50,066$00.00%
100
SHELSHELL PLC
318,727$00.00%
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