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Severin Investments, LLC

All holdings · as of Dec 31, 2025

167 positions

CompanyClassValueShares% of portfolio
VERIZON COMMUNICATIONS INC—$473.5K11,6250.4%
VEON LTD—$465.6K8,8570.4%
O REILLY AUTOMOTIVE INC—$460.3K5,0460.4%
Energy Transfer LPETMLP$452.5K27,4390.4%
MCKESSON CORP—$452.3K5510.4%
Vulcan Materials Co—$452.1K1,5850.4%
Toyota Motor CorporationTMADR$450.1K2,1030.4%
ABBOTT LABORATORIES—$444.3K3,5460.4%
CELESTICA INCCLSCommon Stock$443.2K1,4990.4%
WASTE MANAGEMENT INC—$441.4K2,0090.4%
T-Mobile US, Inc.TMUSCommon Stock$439.0K2,1620.4%
BOSTON SCIENTIFIC CORP—$433.1K4,5420.4%
HARTFORD INSURANCE GROUP, INC.—$426.8K3,0980.4%
RTX Corp—$426.3K2,3240.4%
Netflix Inc—$422.7K4,5080.4%
ISHARES TR—$418.7K6,3440.4%
Alibaba Group Holding LtdBABAADR$404.9K2,7620.4%
ENTERGY CORP /DE—$398.3K4,3090.4%
SKYWEST INC—$397.0K3,9540.4%
ALTRIA GROUP, INC.—$394.6K6,8430.3%
AMDOCS LTD—$393.7K4,8900.3%
FedEx Corp—$392.5K1,3590.3%
Essential Properties Realty Trust, Inc.—$377.3K12,7210.3%
ONEOK Inc—$373.7K5,0840.3%
SOUTHERN CO—$369.9K4,2420.3%
Ameren Corp—$369.3K3,6990.3%
BRISTOL MYERS SQUIBB CO—$369.2K6,8460.3%
HASBRO, INC.—$365.5K4,4580.3%
Union Pacific Corp—$364.8K1,5770.3%
PDD Holdings Inc.PDDADR$363.9K3,2090.3%
EQT Corp—$362.8K6,7690.3%
Constellation Energy Corp—$360.9K1,0220.3%
AMGEN INC—$357.3K1,0920.3%
DARDEN RESTAURANTS INC—$354.1K1,9240.3%
CSG Systems International Inc—$352.2K4,5930.3%
SELECT SECTOR SPDR TR—$351.3K2,9840.3%
Medtronic plc—$349.0K3,6330.3%
W. R. Berkley Corporation—$348.1K4,9640.3%
CME Group Inc—$347.7K1,2730.3%
MPLX LPMPLXMLP$341.5K6,3980.3%
MetLife Inc—$332.0K4,2060.3%
AMERICAN ELECTRIC POWER CO INC—$326.2K2,8290.3%
REALTY INCOME CORP—$311.1K5,5180.3%
AMERICAN FINANCIAL GROUP INC—$302.6K2,2140.3%
HONEYWELL INTERNATIONAL INC—$298.2K1,5280.3%
Mondelez International, Inc.—$292.3K5,4300.3%
SELECT SECTOR SPDR TR—$292.0K2,4450.3%
SELECT SECTOR SPDR TR—$290.9K1,8790.3%
FORD MOTOR CO—$283.8K21,6310.3%
Dick's Sporting Goods Inc—$283.7K1,4330.3%
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