THOR INVESTMENT MANAGEMENT INC /OH/ /ADV — 13F Holdings & Portfolio

CIK 883734 · latest 13F-HR filed 2026-07-09

THOR INVESTMENT MANAGEMENT INC /OH/ /ADV manages $188.4M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GDXJ (25.56%), IVOL (12.17%), APLD (5.10%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 0, added to 18, and trimmed 12.

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
7346 BEECHMONT AVENUE
CINCINNATI, OH
Phone
(513) 271-6777
Filing Manager
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
CINCINNATI, OH
Signatory
Gregory Luke
Chief Compliance Officer
Loading holdings…
AUM

$188.4M

Long-equity book

Holdings

56

Distinct positions

Period

2026-03-31

Filed 2026-07-09

Q/Q Activity

+3 / −0 / ↑18 / ↓12

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PROPETRO HLDG CORP$4.2M +85.3%
  • VERTIV HOLDINGS CO$3.0M +53.5%
  • CHENIERE ENERGY INC$2.8M +46.1%
  • ROPER TECHNOLOGIES INC$2.3M +194.0%
  • GENERAC HLDGS INC$1.6M +42.8%
Show all 18

Top Trims

  • GILEAD SCIENCES INC-$3.2M -49.4%
  • KRANESHARES TRUST-$1.8M -7.4%
  • PBF ENERGY INC-$1.6M -27.4%
  • LULULEMON ATHLETICA INC-$958.7K -23.0%
  • ICON PLC-$852.7K -38.3%
Show all 12

New Positions

  • FISERV INC$3.7M
  • ELI LILLY & CO$284.7K
  • CATERPILLAR INC$226.7K
Show all 3

Exited Positions

  • No exits this quarter.
Show all 0
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 VANECK ETF TRUST GDXJ 92189F791 $48.2M 25.56% 401,155 SH
2 KRANESHARES TRUST IVOL 500767736 $22.9M 12.17% 1,225,885 SH
3 APPLIED DIGITAL CORP APLD 038169207 $9.6M 5.10% 404,414 SH
4 PROPETRO HLDG CORP PUMP 74347M108 $9.0M 4.79% 626,064 SH
5 CHENIERE ENERGY INC LNG 16411R208 $9.0M 4.75% 31,549 SH
6 VERTIV HOLDINGS CO VRT 92537N108 $8.6M 4.56% 34,301 SH
7 GLOBAL X FDS MLPX 37954Y293 $7.8M 4.15% 105,832 SH
8 BRISTOL-MYERS SQUIBB CO BMY 110122108 $6.1M 3.22% 99,879 SH
9 GENERAC HLDGS INC GNRC 368736104 $5.3M 2.79% 26,926 SH
10 PBF ENERGY INC PBF 69318G106 $4.1M 2.19% 86,647 SH
11 NOMAD FOODS LTD NOMD G6564A105 $3.8M 2.04% 399,723 SH
12 FISERV INC FISV 337738108 $3.7M 1.95% 65,891 SH
13 ACADEMY SPORTS & OUTDOORS IN ASO 00402L107 $3.6M 1.91% 63,853 SH
14 HASBRO INC HAS 418056107 $3.5M 1.88% 37,868 SH
15 ROPER TECHNOLOGIES INC ROP 776696106 $3.5M 1.87% 9,956 SH
16 SPROTT ETF TRUST SGDM 85210B102 $3.5M 1.86% 46,326 SH
17 GILEAD SCIENCES INC GILD 375558103 $3.2M 1.72% 23,218 SH
18 LULULEMON ATHLETICA INC LULU 550021109 $3.2M 1.71% 20,999 SH
19 ADOBE INC ADBE 00724F101 $3.1M 1.63% 12,667 SH
20 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $3.0M 1.59% 19,043 SH
21 VANECK ETF TRUST GDX 92189F106 $2.9M 1.56% 31,982 SH
22 GODADDY INC GDDY 380237107 $1.8M 0.98% 22,348 SH
23 BIOGEN INC BIIB 09062X103 $1.8M 0.97% 9,921 SH
24 ONESPAWORLD HOLDINGS LIMITED OSW P73684113 $1.8M 0.94% 77,316 SH
25 GLOBAL X FDS MLPA 37954Y343 $1.8M 0.93% 32,555 SH
26 APTIV PLC APTV G3265R107 $1.4M 0.74% 20,028 SH
27 ORION S.A. OEC L72967109 $1.4M 0.73% 212,309 SH
28 ICON PLC ICLR G4705A100 $1.4M 0.73% 12,417 SH
29 DIREXION SHARES ETF TRUST COM 25460E307 $1.4M 0.72% 40,268 SH
30 SALESFORCE INC CRM 79466L302 $1.1M 0.60% 6,029 SH
31 LKQ CORP LKQ 501889208 $1.1M 0.56% 36,147 SH
32 SCHWAB CHARLES CORP SCHW 808513105 $1.0M 0.54% 10,837 SH
33 LITMAN GREGORY FDS TR DBMF 53700T827 $987.2K 0.52% 32,744 SH
34 PROCTER & GAMBLE CO PG 742718109 $945.6K 0.50% 6,546 SH
35 ISHARES INC EEMS 464286475 $506.8K 0.27% 7,326 SH
36 APPLE INC AAPL 037833100 $435.8K 0.23% 1,717 SH
37 VANGUARD INDEX FDS VTV 922908744 $399.3K 0.21% 2,035 SH
38 TORTOISE CAPITAL SERIES TRUS TNGY 890930209 $289.5K 0.15% 27,754 SH
39 ELI LILLY & CO LLY 532457108 $284.7K 0.15% 310 SH
40 AMERICAN CENTY ETF TR AVDV 025072802 $239.7K 0.13% 2,400 SH
41 CATERPILLAR INC CAT 149123101 $226.7K 0.12% 320 SH
42 ISHARES TR IJH 464287507 $222.2K 0.12% 3,290 SH
43 VANECK ETF TRUST Call GDXJ 92189F791 $48.0K 0.03% 400 SH
44 PROPETRO HLDG CORP Call PUMP 74347M108 $40.3K 0.02% 2,800 SH
45 PROPETRO HLDG CORP Call PUMP 74347M108 $33.1K 0.02% 2,300 SH
46 ORION S.A. Call OEC L72967109 $29.2K 0.02% 4,500 SH
47 VANECK ETF TRUST Call GDXJ 92189F791 $24.0K 0.01% 200 SH
48 BIOGEN INC Call BIIB 09062X103 $18.3K 0.01% 100 SH
49 BRISTOL-MYERS SQUIBB CO Call BMY 110122108 $18.2K 0.01% 300 SH
50 FISERV INC Call FISV 337738108 $16.7K 0.01% 300 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-07-09 $188.4M 56 0002072075-26-000017
2025-12-31 2026-07-09 $174.6M 54 0002072075-26-000016
2023-12-31 2026-07-02 $114.7M 51 0002072075-26-000009