# Silverleafe Capital Partners, LLC

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1535611. Source: https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/

- Reported value: $351.3M
- Positions: 100
- Weight of the ten largest: 57.2%
- Filed: 2026-10-02

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $39.7M | 53,722 | 11.3% | 32 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $34.8M | 45,432 | 9.9% | 27 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $20.9M | 28 | 6.0% | 32 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $20.6M | 61,789 | 5.9% | 32 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $19.7M | 68,948 | 5.6% | 32 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $15.9M | 177,759 | 4.5% | 1 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $15.1M | 162,993 | 4.3% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $13.0M | 133,901 | 3.7% | 6 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $10.7M | 18,894 | 3.1% | 6 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $10.6M | 135,805 | 3.0% | 5 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $10.5M | 36,935 | 3.0% | 5 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $9.2M | 118,419 | 2.6% | 14 |
| EXCHANGE TRADED CONCEPTS TRU | [NUKZ](https://holderbook.com/stocks/NUKZ/) | $8.5M | 140,928 | 2.4% | 9 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $8.4M | 2,979 | 2.4% | 27 |
| TIDAL TRUST II | [AIPO](https://holderbook.com/stocks/AIPO/) | $8.3M | 292,912 | 2.4% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $6.1M | 5,742 | 1.7% | 3 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $4.5M | 45,173 | 1.3% | 5 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $4.1M | 39,332 | 1.2% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.0M | 7,861 | 1.1% | 32 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $3.9M | 14,870 | 1.1% | 3 |
| FEDEX FGHT HLDG CO INC | - | $3.8M | 34,627 | 1.1% | 1 |
| EXCHANGE TRADED CONCEPTS TRU | [ROBO](https://holderbook.com/stocks/ROBO/) | $3.6M | 45,066 | 1.0% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.6M | 34,823 | 1.0% | 32 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.4M | 10,049 | 1.0% | 29 |
| GLOBAL X FDS | [AIQ](https://holderbook.com/stocks/AIQ/) | $3.4M | 52,319 | 1.0% | 9 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $3.4M | 17,949 | 1.0% | 8 |
| HUNTINGTON BANCSHARES INC | [HBAN](https://holderbook.com/stocks/HBAN/) | $3.2M | 209,776 | 0.9% | 11 |
| WESTROCK COFFEE CO | [WEST](https://holderbook.com/stocks/WEST/) | $2.9M | 355,156 | 0.8% | 13 |
| LULULEMON ATHLETICA INC | [LULU](https://holderbook.com/stocks/LULU/) | $2.8M | 28,800 | 0.8% | 31 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $2.6M | 54,251 | 0.8% | 2 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.2M | 2,845 | 0.6% | 32 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.2M | 2,278 | 0.6% | 6 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.0M | 7,287 | 0.6% | 25 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.0M | 5,721 | 0.6% | 3 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $1.7M | 7,108 | 0.5% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.7M | 5,132 | 0.5% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.7M | 6,706 | 0.5% | 32 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $1.6M | 6,580 | 0.4% | 2 |
| CORTEVA INC | [CTVA](https://holderbook.com/stocks/CTVA/) | $1.5M | 19,365 | 0.4% | 11 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $1.4M | 4,769 | 0.4% | 1 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.3M | 7,151 | 0.4% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.3M | 6,194 | 0.4% | 18 |
| CORE SCIENTIFIC INC NEW | [CORZ](https://holderbook.com/stocks/CORZ/) | $1.2M | 72,950 | 0.3% | 4 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $1.1M | 7,000 | 0.3% | 12 |
| STMICROELECTRONICS N V | [STM](https://holderbook.com/stocks/STM/) | $1.1M | 20,852 | 0.3% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.0M | 4,531 | 0.3% | 5 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $969.0K | 2,417 | 0.3% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $950.7K | 4,877 | 0.3% | 3 |
| DIREXION SHARES ETF TRUST | [MUU](https://holderbook.com/stocks/MUU/) | $938.9K | 25,500 | 0.3% | 1 |
| AMKOR TECHNOLOGY INC | [AMKR](https://holderbook.com/stocks/AMKR/) | $898.2K | 17,148 | 0.3% | 3 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $879.6K | 13,768 | 0.3% | 1 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $835.0K | 4,700 | 0.2% | 1 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $821.6K | 18,635 | 0.2% | 8 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $820.2K | 889 | 0.2% | 1 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $790.8K | 2,000 | 0.2% | 16 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $721.5K | 1,449 | 0.2% | 32 |
| SERIES PORTFOLIOS TR | [CLOX](https://holderbook.com/stocks/CLOX/) | $690.8K | 26,974 | 0.2% | 6 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $648.2K | 2,850 | 0.2% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $583.0K | 953 | 0.2% | 2 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $572.1K | 1,440 | 0.2% | 1 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $553.2K | 861 | 0.2% | 23 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $542.7K | 2,350 | 0.2% | 18 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $527.0K | 1,730 | 0.2% | 12 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $513.3K | 295 | 0.1% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $508.7K | 1,945 | 0.1% | 24 |
| DIREXION SHARES ETF TRUST | [SPXL](https://holderbook.com/stocks/SPXL/) | $490.2K | 1,744 | 0.1% | 3 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $487.2K | 10,000 | 0.1% | 25 |
| VANGUARD SCOTTSDALE FDS | [VGLT](https://holderbook.com/stocks/VGLT/) | $487.0K | 9,712 | 0.1% | 2 |
| SIMON PPTY GROUP INC NEW | [SPG](https://holderbook.com/stocks/SPG/) | $481.8K | 2,400 | 0.1% | 17 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $477.4K | 3,716 | 0.1% | 4 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $462.6K | 1,304 | 0.1% | 8 |
| ISHARES TR | [INDA](https://holderbook.com/stocks/INDA/) | $445.7K | 9,547 | 0.1% | 4 |
| ETF SER SOLUTIONS | [QTUM](https://holderbook.com/stocks/QTUM/) | $438.4K | 2,891 | 0.1% | 5 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $425.2K | 12,010 | 0.1% | 6 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $414.1K | 4,519 | 0.1% | 10 |
| VORNADO RLTY TR | [VNO](https://holderbook.com/stocks/VNO/) | $406.6K | 12,000 | 0.1% | 10 |
| PROSHARES TR | [QLD](https://holderbook.com/stocks/QLD/) | $398.5K | 4,166 | 0.1% | 10 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $394.5K | 1,146 | 0.1% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $341.1K | 470 | 0.1% | 1 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $330.7K | 6,067 | 0.1% | 7 |
| PROSHARES TR | [SSO](https://holderbook.com/stocks/SSO/) | $328.9K | 4,744 | 0.1% | 10 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $326.5K | 2,597 | 0.1% | 3 |
| CMS ENERGY CORP | [CMS](https://holderbook.com/stocks/CMS/) | $315.4K | 5,000 | 0.1% | 11 |
| SERVICE CORP INTL | [SCI](https://holderbook.com/stocks/SCI/) | $285.6K | 3,750 | 0.1% | 22 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $281.7K | 2,640 | 0.1% | 11 |
| PROSHARES TR | [UWM](https://holderbook.com/stocks/UWM/) | $277.5K | 4,892 | 0.1% | 5 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $271.9K | 1,165 | 0.1% | 7 |
| RYMAN HOSPITALITY PPTYS INC | [RHP](https://holderbook.com/stocks/RHP/) | $268.9K | 2,250 | 0.1% | 12 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $258.8K | 910 | 0.1% | 3 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $256.4K | 264 | 0.1% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $233.6K | 288 | 0.1% | 3 |
| CANADA GOOSE HLDGS INC | [GOOS](https://holderbook.com/stocks/GOOS/) | $233.4K | 30,000 | 0.1% | 13 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $228.3K | 2,144 | 0.1% | 1 |
| PROSHARES TR | [TQQQ](https://holderbook.com/stocks/TQQQ/) | $228.2K | 2,925 | 0.1% | 2 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $228.0K | 1,401 | 0.1% | 1 |
| DUPONT DE NEMOURS INC | - | $224.8K | 1,731 | 0.1% | 2 |
| INVESTMENT MANAGERS SER TR I | [SNXX](https://holderbook.com/stocks/SNXX/) | $191.8K | 11,500 | 0.1% | 1 |
| CEMEX SA EURO MTN BE 144A | [CX](https://holderbook.com/stocks/CX/) | $190.8K | 20,067 | 0.1% | 32 |
| CLOVER HEALTH INVESTMENTS CO | [CLOV](https://holderbook.com/stocks/CLOV/) | $172.4K | 40,000 | 0.0% | 9 |
| THEMES ETF TR | - | $57.5K | 21,300 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +19.2% | +14.8% | +4.3% | 98% |
| Q1 2026 | -2.5% | -4.6% | +2.1% | 99% |
| Q4 2025 | -0.6% | +2.4% | -3.0% | 99% |
| Q3 2025 | +6.2% | +7.8% | -1.6% | 100% |
| Q2 2025 | +3.9% | +10.5% | -6.5% | 100% |
| Q1 2025 | -1.2% | -4.6% | +3.4% | 100% |
| Q4 2024 | -0.4% | +2.1% | -2.5% | 98% |
| Q3 2024 | -0.7% | +5.4% | -6.1% | 97% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $351.3M | 100 |
| Q2 2026 | $366.8M | 99 |
| Q1 2026 | $338.6M | 95 |
| Q4 2025 | $337.2M | 97 |
| Q3 2025 | $326.8M | 91 |
| Q2 2025 | $287.1M | 87 |
| Q1 2025 | $291.0M | 88 |
| Q4 2024 | $315.1M | 101 |
| Q3 2024 | $288.4M | 76 |
| Q2 2024 | $292.0M | 78 |
| Q1 2024 | $249.9M | 62 |
| Q4 2023 | $211.6M | 51 |