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Livermore
Livermore
ZHEN

Code Waechter LLC

SEC CIK
0002039212
Latest filing
Jul 31, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 22, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
112
+1 vs. Q2 2025
Portfolio value
$153.2M
+$12.7M (+9.0%) vs. Q2 2025
Filed
Oct 22, 2025
SEC
Holdings of Code Waechter LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
CARRCarrier Global CorpStock3,794$218.2K0.1%+222+6.2%AddedHistory
AMCRAmcor plcORD26,388$213.7K0.1%−40.0%ReducedHistory
VVisa Inc.Stock613$213.6K0.1%−13−2.1%ReducedHistory
UNPUnion Pacific CorpStock933$211.9K0.1%−38−3.9%ReducedHistory
CRMSalesforce, Inc.Stock871$208.8K0.1%+44+5.3%AddedHistory
AIGAmerican International Group, Inc.Stock2,513$208.4K0.1%−1,594−38.8%ReducedHistory
RCLRoyal Caribbean Cruises LtdCOM657$206.2K0.1%+657NewHistory
KMBKimberly Clark CorpStock1,710$205.5K0.1%+1,710NewHistory
GNRCGenerac Holdings Inc.Stock1,100$202.2K0.1%+1,100NewHistory
Roundhill ETF Trust77926X833S&P 500 NO DIVID7,505$201.2K0.1%+7,505New–
ACHRArcher Aviation Inc.Stock10,000$130.2K0.1%00.0%UnchangedHistory
ATCHAtlasClear Holdings, Inc.COM SHS10,000$4.02K<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (7)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Code Waechter LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
BMYBristol Myers Squibb CoStock12,873$595.9K0.4%History
ETREntergy CorpCOM4,154$345.3K0.2%History
ACNAccenture plcStock849$253.8K0.2%History
UPSUnited Parcel Service IncStock2,412$243.5K0.2%History
PAYXPaychex IncStock1,619$235.5K0.2%History
GEHCGE HealthCare Technologies Inc.Stock2,707$200.5K0.1%History
FLOFlowers Foods IncCOM10,141$162.1K0.1%History