Institutions / Boreal Capital Management LLC

Boreal Capital Management LLC

CIK 2080094 · Institution · as of Dec 31, 2025
Portfolio value
$132.56M
Positions
515
As of
Dec 31, 2025

Portfolio trend

Portfolio value

$132.56M+6.8%
$132.56M$128.36M$124.17MQ3 '25Q4 '25

Positions

515-1.9%
525520515Q3 '25Q4 '25

Top holdings

Dec 31, 2025View all 515 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$5.85M31,3734.4%
Amazon.com Inc$4.89M21,1973.7%
Apple Inc.$4.57M16,7923.4%
Microsoft Corp$3.81M7,8752.9%
Unit Ser 1$3.81M6,1992.9%
7-10 Yr Trsy Bd$3.73M38,8352.8%
Alphabet Inc.$3.63M11,6062.7%
S&P 500 ETF Shs$3.43M5,4732.6%
iShares MSCI UAE ETF$2.95M14,8712.2%
Tr Unit$2.70M02.0%
Broadcom Inc.$2.49M7,1981.9%
Visa Inc$2.34M6,6801.8%
N Y Registry Shs$2.22M2,0761.7%
Meta Platforms Inc$2.21M3,3471.7%
Nasdaq Eqt Prem$2.11M36,1801.6%
Equity Premium$2.05M35,7741.5%
Gold Shs$1.74M01.3%
State Street Tec$1.66M11,5651.3%
Mastercard Inc$1.56M2,7361.2%
iShares MSCI UAE ETF$1.53M13,8501.2%
Shs Ben Int$1.50M30,2121.1%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$1.47M4,8261.1%
Broad Usd High$1.45M01.1%
Alliancebernstein Global High Income Fund Inc$1.35M01.0%
S&P Global Inc.$1.35M2,5741.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q4 2025
as of
AddN07059210$2.22M+2K
2,076
1.68% of portfolio
low
Q4 2025
as of
Trim78463V107$-1.58M-4K
-100.00%
0
1.32% of portfolio
low
Q4 2025
as of
Add46654Q203$1.47M+25K
+231.08%
36,180
1.59% of portfolio
low
Q4 2025
as of
TrimiShares MSCI UAE ETF$-1.39M-7K
-32.02%
14,871
2.23% of portfolio
low
Q4 2025
as of
Trim464288687$-1.13M-37K
-71.44%
14,597
0.34% of portfolio
low
Q4 2025
as of
Add464287440$1.04M+11K
+38.77%
38,835
2.82% of portfolio
low
Q4 2025
as of
AddAmazon.com Inc$1.03M+4K
+26.56%
21,197
3.69% of portfolio
low
Q4 2025
as of
Exit74348A467$-849.9K-8K
-100.00%
low
Q4 2025
as of
Add81369Y803$845.4K+6K
+103.14%
11,565
1.26% of portfolio
low
Q4 2025
as of
Add46641Q332$826.2K+14K
+67.36%
35,774
1.55% of portfolio
low