COMMONS CAPITAL, LLC — 13F Holdings & Portfolio

CIK 1912835 · latest 13F-HR filed 2026-07-30

COMMONS CAPITAL, LLC manages $142.9M in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (14.05%), GOOGL (7.98%), AVGO (7.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 5, added to 42, and trimmed 18.

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.

Filer Information
Address
254 SECOND AVENUE
SUITE 130
NEEDHAM, MA 02494
Phone
(617) 431-7200
Filing Manager
COMMONS CAPITAL, LLC
NEEDHAM, MA
Signatory
Jonathan Straus
Chief Compliance Officer
Loading holdings…
AUM

$142.9M

Long-equity book

Holdings

96

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+16 / −5 / ↑42 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PALO ALTO NETWORKS INC$3.9M +114.1%
  • NVIDIA CORPORATION$2.7M +15.7%
  • ALPHABET INC$2.4M +27.0%
  • CROWDSTRIKE HLDGS INC$2.1M +96.2%
  • BROADCOM INC$2.1M +22.8%
Show all 42

Top Trims

  • TORM PLC-$1.2M -62.4%
  • NORTHERN OIL & GAS INC-$498.6K -37.9%
  • SPDR GOLD TR-$322.4K -15.0%
  • TSAKOS ENERGY NAVIGATION LTD-$308.9K -52.2%
  • MATADOR RES CO-$276.3K -21.9%
Show all 18

New Positions

  • HCA HEALTHCARE INC$3.5M
  • GENERAL MILLS INC$1.1M
  • KRAFT HEINZ CO$965.1K
  • HONEYWELL INTL INC$944.4K
  • HONEYWELL AEROSPACE INC$932.5K
Show all 16

Exited Positions

  • HONEYWELL INTL INC$1.9M
  • PETROLEO BRASILEIRO S A$1.7M
  • WARNER MUSIC GROUP CORP$1.0M
  • SERVICENOW INC$998.6K
  • NVR INC$276.8K
Show all 5
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 NVIDIA CORPORATION NVDA 67066G104 $20.1M 14.05% 100,365 SH
2 ALPHABET INC GOOGL 02079K305 $11.4M 7.98% 31,931 SH
3 BROADCOM INC AVGO 11135F101 $11.2M 7.84% 29,645 SH
4 APPLE INC AAPL 037833100 $10.1M 7.06% 34,849 SH
5 AMAZON COM INC AMZN 023135106 $7.4M 5.15% 30,859 SH
6 PALO ALTO NETWORKS INC PANW 697435105 $7.3M 5.12% 21,451 SH
7 MICROSOFT CORP MSFT 594918104 $4.6M 3.22% 12,355 SH
8 CROWDSTRIKE HLDGS INC CRWD 22788C105 $4.2M 2.97% 5,560 SH
9 HCA HEALTHCARE INC HCA 40412C101 $3.5M 2.43% 8,898 SH
10 GLOBAL SHIP LEASE INC GSL Y27183600 $3.2M 2.26% 86,000 SH
11 META PLATFORMS INC META 30303M102 $3.0M 2.09% 5,293 SH
12 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.7M 1.91% 2,920 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $2.7M 1.85% 8,098 SH
14 EATON CORP PLC ETN G29183103 $2.6M 1.82% 6,088 SH
15 TORONTO DOMINION BK ONT TD 891160509 $2.2M 1.53% 17,990 SH
16 MP MATERIALS CORP MP 553368101 $2.0M 1.41% 36,023 SH
17 SPDR GOLD TR GLD 78463V107 $1.8M 1.28% 4,949 SH
18 ACCENTURE PLC IRELAND ACN G1151C101 $1.7M 1.18% 13,500 SH
19 ALPHABET INC GOOG 02079K107 $1.7M 1.17% 4,717 SH
20 MEDIFAST INC MED 58470H101 $1.6M 1.11% 149,916 SH
21 THERMO FISHER SCIENTIFIC INC TMO 883556102 $1.3M 0.90% 2,567 SH
22 GENERAL DYNAMICS CORP GD 369550108 $1.3M 0.88% 3,560 SH
23 VALE S A VALE 91912E105 $1.2M 0.84% 80,000 SH
24 TJX COS INC NEW TJX 872540109 $1.1M 0.79% 7,467 SH
25 GENERAL MILLS INC GIS 370334104 $1.1M 0.75% 30,600 SH
26 IMPERIAL PETE INC IMPP Y3894J187 $1.0M 0.72% 222,624 SH
27 OREILLY AUTOMOTIVE INC ORLY 67103H107 $988.4K 0.69% 10,733 SH
28 MATADOR RES CO MTDR 576485205 $987.3K 0.69% 19,834 SH
29 KRAFT HEINZ CO KHC 500754106 $965.1K 0.68% 40,858 SH
30 HONEYWELL INTL INC HON 438516205 $944.4K 0.66% 4,218 SH
31 ELI LILLY & CO LLY 532457108 $935.8K 0.65% 780 SH
32 HONEYWELL AEROSPACE INC HONA 43849R105 $932.5K 0.65% 4,218 SH
33 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $819.3K 0.57% 6,655 SH
34 NORTHERN OIL & GAS INC NOG 665531307 $816.8K 0.57% 45,000 SH
35 SM ENERGY COMPANY SM 78454L100 $783.0K 0.55% 30,000 SH
36 EXXON MOBIL CORP XOM 30231G102 $767.9K 0.54% 5,617 SH
37 AMERICAN TOWER CORP AMT 03027X100 $759.0K 0.53% 4,640 SH
38 APPLIED MATLS INC AMAT 038222105 $747.0K 0.52% 1,033 SH
39 INVESCO QQQ TR QQQ 46090E103 $732.4K 0.51% 995 SH
40 SPROTT FDS TR URNM 85208P303 $715.6K 0.50% 13,607 SH
41 TORM PLC TRMD G89479102 $703.6K 0.49% 27,000 SH
42 WALMART INC WMT 931142103 $667.8K 0.47% 5,896 SH
43 EATON VANCE TAX ADVT DIV INC EVT 27828G107 $665.2K 0.47% 24,031 SH
44 ADOBE INC ADBE 00724F101 $647.4K 0.45% 3,158 SH
45 EATON VANCE TAX-MANAGED BUY- ETV 27828Y108 $603.9K 0.42% 40,582 SH
46 CHENIERE ENERGY INC LNG 16411R208 $586.7K 0.41% 2,455 SH
47 EATON VANCE TAX-MANAGED GLOB EXG 27829F108 $578.9K 0.41% 59,008 SH
48 EATON VANCE ENHANCED EQUITY EOI 278274105 $545.9K 0.38% 27,766 SH
49 NUVEEN S&P 500 DYNAMIC OVERW SPXX 6706EW100 $542.3K 0.38% 29,091 SH
50 DANAOS CORPORATION DAC Y1968P121 $530.6K 0.37% 4,336 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $142.9M 96 0001951757-26-001083
2026-03-31 2026-04-30 $119.6M 85 0001951757-26-000761
2025-12-31 2026-01-05 $149.2M 111 0001951757-26-000001