Phraction Management LLC — 13F Holdings & Portfolio

CIK 1907803 · latest 13F-HR filed 2026-04-24

Phraction Management LLC manages $482.9M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (20.20%), AMZN (6.19%), GOOGL (5.31%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 9, added to 22, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$482.9M

Long-equity book

Holdings

65

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+7 / −9 / ↑22 / ↓22

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TRANSDIGM GROUP INC$6.1M +221.3%
  • ANALOG DEVICES INC$3.7M +18.1%
  • ASML HLDG NV$3.7M +24.3%
  • ENTEGRIS INC$3.4M +37.9%
  • HONEYWELL INTL INC$1.9M +16.0%
Show all 22

Top Trims

  • MICROSOFT CORP-$5.1M -18.0%
  • BANK AMERICA CORP-$4.1M -42.4%
  • ALPHABET INC-$2.2M -8.0%
  • THERMO FISHER SCIENTIFIC INC-$2.0M -11.2%
  • BECTON DICKINSON & CO-$1.5M -16.7%
Show all 22

New Positions

  • BOSTON SCIENTIFIC CORP$2.3M
  • SPDR SERIES TRUST$1.2M
  • ENERGY TRANSFER L P$794.9K
  • PROSHARES TR$311.1K
  • INVESCO QQQ TR$245.3K
Show all 7

Exited Positions

  • UNION PAC CORP$2.0M
  • ALCON AG$1.2M
  • STRYKER CORPORATION$461.5K
  • UNILEVER PLC$341.5K
  • CARVANA CO$280.2K
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $97.6M 20.20% 150,000 SH
2 AMAZON COM INC AMZN 023135106 $29.9M 6.19% 143,428 SH
3 ALPHABET INC GOOGL 02079K305 $25.6M 5.31% 89,158 SH
4 ANALOG DEVICES INC ADI 032654105 $24.4M 5.05% 76,630 SH
5 MICROSOFT CORP MSFT 594918104 $23.3M 4.82% 62,928 SH
6 ASML HLDG NV ASML N07059210 $19.0M 3.93% 14,360 SH
7 ALPHABET INC GOOG 02079K107 $16.6M 3.44% 57,904 SH
8 THERMO FISHER SCIENTIFIC INC TMO 883556102 $15.9M 3.30% 32,445 SH
9 DANAHER CORP DEL DHR 235851102 $15.1M 3.14% 79,844 SH
10 BANK AMERICA CORP BACPL 060505682 $14.6M 3.02% 12,225 SH
11 HONEYWELL INTL INC HON 438516106 $13.8M 2.86% 61,008 SH
12 ENTEGRIS INC ENTG 29362U104 $12.5M 2.58% 106,464 SH
13 LINDE PLC LIN G54950103 $12.0M 2.48% 24,170 SH
14 S&P GLOBAL INC SPGI 78409V104 $11.1M 2.30% 26,071 SH
15 RTX CORPORATION RTX 75513E101 $11.0M 2.29% 57,260 SH
16 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $9.4M 1.96% 266,467 SH
17 TRANSDIGM GROUP INC TDG 893641100 $8.9M 1.84% 7,665 SH
18 VISA INC V 92826C839 $8.8M 1.82% 29,157 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.6M 1.79% 18,040 SH
20 WILLIAMS COS INC WMB 969457100 $8.0M 1.67% 110,505 SH
21 WELLS FARGO & CO WFCPL 949746804 $7.4M 1.54% 6,437 SH
22 APPLIED MATLS INC AMAT 038222105 $7.3M 1.52% 21,494 SH
23 BECTON DICKINSON & CO BDX 075887109 $7.3M 1.51% 46,348 SH
24 TELEDYNE TECHNOLOGIES INC TDY 879360105 $7.2M 1.50% 11,944 SH
25 TEXAS INSTRS INC TXN 882508104 $6.1M 1.27% 31,614 SH
26 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $5.9M 1.23% 37,697 SH
27 BANK AMERICA CORP BAC 060505104 $5.6M 1.15% 114,048 SH
28 SYNOPSYS INC SNPS 871607107 $5.5M 1.13% 13,787 SH
29 LAM RESEARCH CORP LRCX 512807306 $4.7M 0.97% 21,974 SH
30 PHILIP MORRIS INTL INC PM 718172109 $4.4M 0.90% 26,369 SH
31 FERGUSON ENTERPRISES INC FERG 31488V107 $4.3M 0.89% 18,435 SH
32 META PLATFORMS INC META 30303M102 $3.7M 0.76% 6,386 SH
33 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $2.9M 0.60% 75,200 SH
34 BOSTON SCIENTIFIC CORP BSX 101137107 $2.3M 0.48% 36,608 SH
35 PEPSICO INC PEP 713448108 $2.3M 0.47% 14,666 SH
36 MARKETWISE INC MKTW 57064P206 $1.8M 0.38% 98,316 SH
37 NVIDIA CORPORATION NVDA 67066G104 $1.4M 0.29% 8,000 SH
38 VANECK ETF TRUST GDX 92189F106 $1.3M 0.26% 13,770 SH
39 SPDR SERIES TRUST BIL 78468R663 $1.2M 0.26% 13,538 SH
40 BROOKFIELD CORP BN 11271J107 $1.2M 0.25% 30,172 SH
41 EATON CORP PLC ETN G29183103 $1.2M 0.24% 3,238 SH
42 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.1M 0.23% 5,896 SH
43 VANGUARD INTL EQUITY INDEX F VEU 922042775 $905.9K 0.19% 12,062 SH
44 APPLE INC AAPL 037833100 $888.0K 0.18% 3,499 SH
45 VANECK ETF TRUST MOAT 92189F643 $879.5K 0.18% 9,095 SH
46 ENTERPRISE PRODS PARTNERS L EPD 293792107 $840.4K 0.17% 22,209 SH
47 ENERGY TRANSFER L P ETPI 29273V704 $794.9K 0.16% 68,700 SH
48 INVESCO EXCHANGE TRADED FD T SPGP 46137V431 $722.1K 0.15% 6,710 SH
49 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $685.5K 0.14% 1,054 SH
50 ISHARES TR IHI 464288810 $591.7K 0.12% 11,091 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $482.9M 65 0002085853-26-000477
2025-12-31 2026-01-26 $375.3M 67 0002085853-26-000088