COMMONS CAPITAL, LLC — 13F Holdings & Portfolio

CIK 1912835 · latest 13F-HR filed 2026-04-30

COMMONS CAPITAL, LLC manages $119.6M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (14.51%), AVGO (7.62%), GOOGL (7.52%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 40, added to 33, and trimmed 27.

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.

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AUM

$119.6M

Long-equity book

Holdings

85

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+15 / −40 / ↑33 / ↓27

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BROADCOM INC$2.2M +32.1%
  • TORM PLC$1.3M +253.6%
  • SPROTT FDS TR$580.5K +198.7%
  • COSTCO WHOLESALE CORPORATION$453.7K +18.8%
  • MP MATERIALS CORP$420.8K +31.0%
Show all 33

Top Trims

  • MICROSOFT CORP-$1.2M -20.7%
  • NVIDIA CORPORATION-$1.0M -5.6%
  • ALPHABET INC-$596.2K -6.2%
  • VALE S A-$574.2K -31.1%
  • APPLE INC-$496.3K -5.3%
Show all 27

New Positions

  • AMAZON COM INC$6.3M
  • MATADOR RES CO$1.3M
  • ACCENTURE PLC IRELAND$1.1M
  • WARNER MUSIC GROUP CORP$1.0M
  • DANAOS CORPORATION$488.4K
Show all 15

Exited Positions

  • ISHARES TR$3.7M
  • VANGUARD WHITEHALL FDS$3.6M
  • VANGUARD ADMIRAL FDS INC$3.2M
  • RIO TINTO PLC$2.4M
  • NOVO-NORDISK A S$1.6M
Show all 40
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 $17.4M 14.51% 99,486 SH
2 BROADCOM INC AVGO 11135F101 $9.1M 7.62% 29,460 SH
3 ALPHABET INC GOOGL 02079K305 $9.0M 7.52% 31,257 SH
4 APPLE INC AAPL 037833100 $8.8M 7.36% 34,688 SH
5 AMAZON COM INC AMZN 023135106 $6.3M 5.29% 30,404 SH
6 MICROSOFT CORP MSFT 594918104 $4.6M 3.83% 12,364 SH
7 PALO ALTO NETWORKS INC PANW 697435105 $3.4M 2.86% 21,316 SH
8 GLOBAL SHIP LEASE INC GSL Y27183600 $3.2M 2.68% 86,000 SH
9 META PLATFORMS INC META 30303M102 $3.1M 2.63% 5,502 SH
10 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.9M 2.40% 2,877 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $2.4M 1.97% 7,997 SH
12 CROWDSTRIKE HLDGS INC CRWD 22788C105 $2.2M 1.81% 5,538 SH
13 EATON CORP PLC ETN G29183103 $2.2M 1.80% 6,020 SH
14 SPDR GOLD TR GLD 78463V107 $2.1M 1.79% 4,986 SH
15 HONEYWELL INTL INC HON 438516106 $1.9M 1.62% 8,577 SH
16 TORM PLC TRMD G89479102 $1.9M 1.56% 67,000 SH
17 MP MATERIALS CORP MP 553368101 $1.8M 1.49% 36,830 SH
18 PETROLEO BRASILEIRO S A PBR.A 71654V101 $1.7M 1.41% 90,000 SH
19 TORONTO DOMINION BK ONT TD 891160509 $1.7M 1.40% 17,963 SH
20 ALPHABET INC GOOG 02079K107 $1.4M 1.20% 5,016 SH
21 NORTHERN OIL & GAS INC NOG 665531307 $1.3M 1.10% 45,000 SH
22 VALE S A VALE 91912E105 $1.3M 1.06% 80,000 SH
23 THERMO FISHER SCIENTIFIC INC TMO 883556102 $1.3M 1.06% 2,579 SH
24 MATADOR RES CO MTDR 576485205 $1.3M 1.06% 20,000 SH
25 GENERAL DYNAMICS CORP GD 369550108 $1.2M 1.00% 3,490 SH
26 TJX COS INC NEW TJX 872540109 $1.2M 0.98% 7,328 SH
27 ACCENTURE PLC IRELAND ACN G1151C101 $1.1M 0.90% 5,400 SH
28 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $1.0M 0.86% 6,533 SH
29 WARNER MUSIC GROUP CORP WMG 934550203 $1.0M 0.85% 40,000 SH
30 SERVICENOW INC NOW 81762P102 $998.6K 0.83% 9,551 SH
31 OREILLY AUTOMOTIVE INC ORLY 67103H107 $976.9K 0.82% 10,583 SH
32 EXXON MOBIL CORP XOM 30231G102 $950.5K 0.79% 5,602 SH
33 SPROTT FDS TR URNM 85208P303 $872.6K 0.73% 13,818 SH
34 AMERICAN TOWER CORP AMT 03027X100 $797.7K 0.67% 4,622 SH
35 WALMART INC WMT 931142103 $705.0K 0.59% 5,673 SH
36 CHENIERE ENERGY INC LNG 16411R208 $695.3K 0.58% 2,450 SH
37 ELI LILLY & CO LLY 532457108 $646.0K 0.54% 702 SH
38 TSAKOS ENERGY NAVIGATION LTD TEN G9108L173 $591.9K 0.49% 15,000 SH
39 INVESCO QQQ TR QQQ 46090E103 $572.9K 0.48% 993 SH
40 EATON VANCE TAX ADVT DIV INC EVT 27828G107 $553.9K 0.46% 22,562 SH
41 PEPSICO INC PEP 713448108 $545.2K 0.46% 3,511 SH
42 EATON VANCE TAX-MANAGED BUY- ETV 27828Y108 $524.0K 0.44% 38,334 SH
43 DANAOS CORPORATION DAC Y1968P121 $488.4K 0.41% 4,336 SH
44 NUVEEN S&P 500 DYNAMIC OVERW SPXX 6706EW100 $474.8K 0.40% 29,548 SH
45 EATON VANCE TAX-MANAGED GLOB EXG 27829F108 $463.6K 0.39% 53,537 SH
46 EATON VANCE ENHANCED EQUITY EOI 278274105 $460.3K 0.38% 24,512 SH
47 NETFLIX INC. NFLX 64110L106 $455.2K 0.38% 4,735 SH
48 BRISTOL-MYERS SQUIBB CO BMY 110122108 $449.8K 0.38% 7,417 SH
49 JOHNSON & JOHNSON JNJ 478160104 $447.4K 0.37% 1,830 SH
50 PHILIP MORRIS INTL INC PM 718172109 $437.1K 0.37% 2,644 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $119.6M 85 0001951757-26-000761
2025-12-31 2026-01-05 $149.2M 111 0001951757-26-000001