Collar Capital Management, LLC — 13F Holdings & Portfolio

CIK 2056719 · latest 13F-HR filed 2026-07-27

Collar Capital Management, LLC manages $169.6M in 13F-reported U.S. long-equity assets across 73 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MU (7.28%), INTC (5.09%), TSLA (3.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 3, added to 31, 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
100 WEST LAWRENCE ST.
SUITE 418
APPLETON, WI 54911
Phone
(920) 830-1556
Filing Manager
Collar Capital Management, LLC
Appleton, WI
Signatory
Patrick Collar
President / Portfolio Manager
Loading holdings…
AUM

$169.6M

Long-equity book

Holdings

73

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+4 / −3 / ↑31 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$5.0M +68.4%
  • INTEL CORP$4.4M +102.6%
  • UNITEDHEALTH GROUP INC$1.7M +48.0%
  • QUALCOMM INC$1.6M +79.7%
  • VORNADO RLTY TR$923.5K +46.9%
Show all 31

Top Trims

  • NORTHERN OIL & GAS INC-$1.6M -41.1%
  • DOW HLDGS INC-$1.4M -36.3%
  • TRONOX HOLDINGS PLC-$1.3M -38.0%
  • STRATEGY INC-$887.8K -32.4%
  • SM ENERGY COMPANY-$477.4K -18.7%
Show all 18

New Positions

  • WESTERN UN CO$3.4M
  • BLUE OWL CAPITAL INC$1.7M
  • ORACLE CORP$524.6K
  • JPMORGAN CHASE & CO$209.8K
Show all 4

Exited Positions

  • MODERNA INC$2.5M
  • AES CORP$1.6M
  • MFS HIGH INCOME MUN TR$51.9K
Show all 3
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 MICRON TECHNOLOGY INC MU 595112103 $12.3M 7.28% 10,699 SH
2 INTEL CORP INTC 458140100 $8.6M 5.09% 61,867 SH
3 TESLA INC TSLA 88160R101 $6.3M 3.71% 14,977 SH
4 WESTERN DIGITAL CORP WDC 958102105 $6.1M 3.57% 9,484 SH
5 APPLE INC AAPL 037833100 $5.3M 3.15% 18,470 SH
6 ALPHABET INC GOOG 02079K107 $5.2M 3.06% 14,672 SH
7 UNITEDHEALTH GROUP INC UNH 91324P102 $5.2M 3.04% 12,418 SH
8 CITIGROUP INC C 172967424 $4.6M 2.73% 33,120 SH
9 TARGET CORP TGT 87612E106 $4.5M 2.66% 34,585 SH
10 ABBVIE INC ABBV 00287Y109 $3.9M 2.28% 15,383 SH
11 KRAFT HEINZ CO KHC 500754106 $3.7M 2.19% 157,354 SH
12 QUALCOMM INC QCOM 747525103 $3.6M 2.12% 19,495 SH
13 NVIDIA CORPORATION NVDA 67066G104 $3.6M 2.10% 17,765 SH
14 APOLLO GLOBAL MGMT INC APO 03769M106 $3.5M 2.07% 29,663 SH
15 WESTERN UN CO WU 959802109 $3.4M 2.02% 443,887 SH
16 EDISON INTL EIX 281020107 $3.4M 2.00% 45,511 SH
17 LINCOLN NATL CORP IND LNC 534187109 $3.4M 2.00% 95,763 SH
18 UNITED PARCEL SVCS INC UPS 911312106 $3.3M 1.96% 30,920 SH
19 VIRTU FINL INC VIRT 928254101 $3.1M 1.85% 52,687 SH
20 SALESFORCE INC CRM 79466L302 $3.1M 1.83% 19,845 SH
21 META PLATFORMS INC META 30303M102 $3.1M 1.82% 5,488 SH
22 VORNADO RLTY TR VNO 929042109 $2.9M 1.71% 73,630 SH
23 DOCUSIGN INC DOCU 256163106 $2.9M 1.69% 64,559 SH
24 BOEING CO BA 097023105 $2.8M 1.66% 12,998 SH
25 AMAZON COM INC AMZN 023135106 $2.6M 1.52% 10,788 SH
26 ADOBE INC ADBE 00724F101 $2.6M 1.51% 12,523 SH
27 DOW HLDGS INC DOW 260557103 $2.5M 1.49% 92,507 SH
28 NORTHERN OIL & GAS INC NOG 665531307 $2.3M 1.37% 128,238 SH
29 ANNALY CAPITAL MANAGEMENT IN NLY 035710839 $2.3M 1.33% 100,679 SH
30 FEDEX CORP FDX 31428X106 $2.1M 1.26% 6,804 SH
31 CLEVELAND-CLIFFS INC NEW CLF 185899101 $2.1M 1.25% 225,383 SH
32 TRONOX HOLDINGS PLC TROX G9087Q102 $2.1M 1.24% 333,540 SH
33 SM ENERGY COMPANY SM 78454L100 $2.1M 1.23% 79,651 SH
34 CONAGRA BRANDS INC CAG 205887102 $2.0M 1.21% 151,991 SH
35 PROSPERITY BANCSHARES INC PB 743606105 $1.9M 1.10% 25,658 SH
36 V F CORP VFC 918204108 $1.9M 1.09% 111,115 SH
37 STRATEGY INC MSTR 594972408 $1.9M 1.09% 21,318 SH
38 COINBASE GLOBAL INC COIN 19260Q107 $1.8M 1.08% 12,528 SH
39 STARBUCKS CORP SBUX 855244109 $1.8M 1.08% 17,903 SH
40 ZOOM COMMUNICATIONS INC ZM 98980L101 $1.8M 1.04% 20,350 SH
41 ALPS ETF TR AMLP 00162Q452 $1.7M 1.01% 33,203 SH
42 FLAGSTAR BANK NATIONAL ASSOC FLG 649445400 $1.7M 1.01% 115,085 SH
43 BLUE OWL CAPITAL INC OWL 09581B103 $1.7M 1.01% 195,015 SH
44 STARWOOD PPTY TR INC STWD 85571B105 $1.7M 0.99% 102,867 SH
45 CVS HEALTH CORP CVS 126650100 $1.7M 0.97% 15,977 SH
46 WELLS FARGO & CO WFC 949746101 $1.6M 0.92% 18,867 SH
47 AMBARELLA INC AMBA G037AX101 $1.6M 0.92% 18,133 SH
48 HUNTSMAN CORP HUN 447011107 $1.5M 0.91% 144,793 SH
49 KAYNE ANDERSON ENERGY INFRST KYN 486606106 $1.4M 0.84% 102,789 SH
50 ARCHER AVIATION INC ACHR 03945R102 $1.3M 0.78% 281,130 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $169.6M 73 0001172661-26-002834
2026-03-31 2026-05-14 $154.5M 72 0001172661-26-001976
2025-12-31 2026-02-10 $149.7M 75 0001172661-26-000571
2025-09-30 2025-10-16 $142.1M 71 0001172661-25-004296