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Second Line Capital, LLC

SEC CIK
0001992879
Latest filing
Sep 2, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only.

Institution overview
Positions
102
No filing for Q3 2023
Portfolio value
$249.9M
No filing for Q3 2023
Filed
Feb 9, 2024
SEC

Second Line Capital, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Second Line Capital, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETF Ser Solutions26922A222APTUS COLLRD INV961,326$31.9M12.8%–––
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF771,716$26.2M10.5%–––
ETF Ser Solutions26922A388APTUS DEFINED962,039$24.2M9.7%–––
SPYSPDR S&P 500 ETF TrustETF43,444$20.7M8.3%––History
ETF Ser Solutions26922A784APTUS DRAWDOWN355,097$13.7M5.5%–––
ETF Ser Solutions26922A446OPUS SML CP VL368,013$12.4M4.9%–––
SPDR Index Shs FDS78463X509ST PORT MARK ETF300,668$10.6M4.3%–––
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT38,175$6.02M2.4%–––
MSFTMicrosoft CorpStock10,516$3.95M1.6%––History
AAPLApple Inc.Stock17,644$3.40M1.4%––History
JPMJPMorgan Chase & CoStock18,238$3.10M1.2%––History
METAMeta Platforms, Inc.Stock8,742$3.09M1.2%––History
BNY Mellon ETF Trust09661T602CORE BOND ETF71,196$3.03M1.2%–––
CZRCaesars Entertainment, Inc.COM64,284$3.01M1.2%––History
CVXChevron CorpStock19,376$2.89M1.2%––History
OGNOrganon & Co.Stock190,565$2.75M1.1%––History
CROXCrocs, Inc.COM29,370$2.74M1.1%––History
SKXSkechers USA IncCL A43,081$2.69M1.1%––History
AVGOBroadcom Inc.Stock2,375$2.65M1.1%––History
GOOGLAlphabet Inc.Stock17,399$2.43M1.0%––History
ADBEAdobe Inc.Stock3,989$2.38M1.0%––History
SOFISoFi Technologies, Inc.Stock237,546$2.36M0.9%––History
XOMExxonMobil Holdings CorpCOM23,624$2.36M0.9%––History
MTZMastec IncCOM29,801$2.26M0.9%––History
BRBroadridge Financial Solutions, Inc.Stock10,894$2.25M0.9%––History
CPRTCopart IncCOM44,009$2.16M0.9%––History
UNHUnitedHealth Group IncStock4,023$2.12M0.8%––History
AMTAmerican Tower CorpREIT9,646$2.10M0.8%––History
VVisa Inc.Stock8,030$2.09M0.8%––History
PGRProgressive CorpStock13,093$2.09M0.8%––History
ROPRoper Technologies IncStock3,758$2.05M0.8%––History
CHEChemed CorpCOM3,406$1.99M0.8%––History
TSLATesla, Inc.Stock7,896$1.96M0.8%––History
DVNDevon Energy CorpStock42,752$1.94M0.8%––History
MGMMGM Resorts InternationalStock43,056$1.92M0.8%––History
FANGDiamondback Energy, Inc.Stock11,482$1.78M0.7%––History
WMTWalmart Inc.Stock11,065$1.75M0.7%––History
FUBOFuboTV Inc.COM543,501$1.73M0.7%––History
ETF Ser Solutions26922B709APTUS INT ENH YL85,581$1.71M0.7%–––
ETF Ser Solutions26922B535APTUS LARGE CAP60,442$1.61M0.6%–––
Vanguard S&P 500 ETF922908363ETF3,467$1.51M0.6%–––
SCHWSchwab Charles CorpStock22,005$1.51M0.6%––History
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF24,591$1.20M0.5%–––
HDHome Depot, Inc.Stock3,380$1.17M0.5%––History
AMZNAmazon Com IncStock7,543$1.15M0.5%––History
ARCCAres Capital CorpCEF54,821$1.10M0.4%––History
SCDLMP Capital & Income Fund Inc.COM74,400$1.04M0.4%––History
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,805$928.1K0.4%–––
NVDANVIDIA CorpStock1,806$894.5K0.4%––History
LOWLowes Companies IncStock3,230$718.7K0.3%––History
GLDSPDR Gold TrustETF3,030$579.1K0.2%––History
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF13,544$571.3K0.2%–––
SPDR Series Trust78468R804ST STR R1K LOWV3,753$544.2K0.2%–––
SPDR Series Trust78464A201ST STR SP600GRWO6,403$535.5K0.2%–––
SPDR Series Trust78464A763ST STR SP DIV3,948$493.3K0.2%–––
SOSouthern CoStock6,919$485.2K0.2%––History
State Street Utilities Select Sector SPDR ETF81369Y886ETF7,392$468.1K0.2%–––
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF5,116$467.5K0.2%–––
JNJJohnson & JohnsonStock2,874$450.5K0.2%––History
iShares Tr46435G524INTL DIV GRWTH6,580$424.9K0.2%–––
PDTJohn Hancock Premium Dividend FundCOM SH BEN INT37,354$397.8K0.2%––History
TAT&T Inc.Stock23,269$390.5K0.2%––History
AZOAutoZone IncCOM151$390.4K0.2%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF10,166$382.2K0.2%–––
Invesco QQQ Trust Series I46090E103ETF927$379.8K0.2%–––
POOLPool CorpCOM929$370.3K0.1%––History
FSKFS KKR Capital CorpCOM18,442$368.3K0.1%––History
State Street Real Estate Select Sector SPDR ETF81369Y860ETF8,969$359.3K0.1%–––
State Street Energy Select Sector SPDR ETF81369Y506ETF4,218$353.6K0.1%–––
PSAPublic StorageCOM1,119$341.3K0.1%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF1,698$326.7K0.1%–––
KOCoca Cola CoStock5,367$316.3K0.1%––History
ARAntero Resources CorpCOM13,480$305.7K0.1%––History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF11,720$300.5K0.1%–––
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF2,213$299.7K0.1%–––
PIIPolaris Inc.Stock3,150$298.5K0.1%––History
Listed FDS Tr53656F623HORI KI INFL ETF9,462$297.8K0.1%–––
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,556$291.3K0.1%–––
PGProcter & Gamble CoStock1,944$284.8K0.1%––History
ROKRockwell Automation, IncStock916$284.4K0.1%––History
State Street Materials Select Sector SPDR ETF81369Y100ETF3,322$284.1K0.1%–––
MRKMerck & Co., Inc.Stock2,520$276.7K0.1%––History
Vanguard Information Technology ETF92204A702ETF571$276.4K0.1%–––
ETEnergy Transfer LPCOM UT LTD PTN19,596$270.4K0.1%––History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,652$263.1K0.1%–––
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,450$259.3K0.1%–––
SPDR Series Trust78464A672ST INTER ETF8,804$251.4K0.1%–––
AMDAdvanced Micro Devices IncStock1,679$247.5K0.1%––History
iShares Tr46435G326CORE MSCI INTL3,861$245.8K0.1%–––
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,842$240.8K0.1%–––
iShares Core Dividend Growth ETF46434V621ETF4,360$234.7K0.1%–––
BPBP PLCADR6,375$225.7K0.1%––History
ACNAccenture plcStock633$222.2K0.1%––History
Ssga Active ETF Tr78467V707ST STR UL BD ETF5,267$212.7K0.1%–––
COSTCostco Wholesale CorpStock308$207.8K0.1%––History
SPDR Series Trust78464A144ST STR CORPO ETF6,886$202.5K0.1%–––
LINLinde PLCStock487$200.2K0.1%––History
RABrookfield Real Assets Income Fund Inc.SHS BEN INT15,598$199.8K0.1%––History
AMAntero Midstream CorpStock15,380$192.7K0.1%––History
AGDabrdn Global Dynamic Dividend FundCOM18,028$168.4K0.1%––History