IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Binnacle Investments Inc

Q1 2025 Holdings

Filed 2025-05-14 | 8297 holdings | $130.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
PriceSmart Inc(PSMT)PSMT741511109$15.8K1800.0%
Schneider National Inc(SNDR)SNDR80689H102$15.9K6940.0%
Vinfast Auto Ltd(VFS)VFSY9390M103$15.9K5,0000.0%
UTZ Brands Inc Com Usd0.0001 Cl A(UTZ)UTZ918090101$16.0K1,1360.0%
Cabot Corp(CBT)CBT127055101$16.2K1950.0%
Edwards Lifesciences Corp(EW)EW28176E108$16.3K2250.0%
Northern Oil & Gas Inc(NOG)NOG665531307$16.3K5400.0%
Texas Roadhouse Inc(TXRH)TXRH882681109$16.3K980.0%
Diamondback Energy Inc(FANG)FANG25278X109$16.5K1030.0%
Wingstop Inc(WING)WING974155103$16.7K740.0%
ServiceNow Inc(NOW)NOW81762P102$16.7K210.0%
Kimberly-Clark Corp(KMB)KMB494368103$16.9K1190.0%
Perrigo Co PLC(PRGO)PRGOG97822103$16.9K6040.0%
MakeMyTrip Ltd(MMYT)MMYTV5633W109$17.0K1730.0%
Canadian Pacific Kansas City Ltd(CP)CP13646K108$17.3K2460.0%
Thermo Fisher Scientific Inc(TMO)TMO883556102$17.4K350.0%
Vanguard Small-Cap ETF(VB)VB922908751$17.5K790.0%
Invesco India Exchange-Traded Fund Trust(PIN)PIN46137R109$17.5K7010.0%
Datadog Inc(DDOG)DDOG23804L103$17.9K1800.0%
Marathon Petroleum Corp(MPC)MPC56585A102$17.9K1230.0%
Albemarle Corp(ALB)ALB012653101$18.0K2500.0%
Air Lease Corp(AL)AL00912X302$18.3K3780.0%
UMH Properties Inc(UMH)UMH903002103$18.4K9830.0%
Kinsale Capital Group Inc(KNSL)KNSL49714P108$18.5K380.0%
Entegris Inc(ENTG)ENTG29362U104$18.6K2130.0%
Reinsurance Group of America Inc(RGA)RGA759351604$18.7K950.0%
Amdocs Ltd(DOX)DOXG02602103$18.8K2050.0%
Spdr Bloomberg Emerging Markets Local Bond ETF(EBND)EBND78464A391$18.8K9370.0%
Scotts Miracle-Gro Co(SMG)SMG810186106$19.0K3460.0%
M&T Bank Corp(MTB)MTB55261F104$19.1K1070.0%
Lakeland Financial Corp(LKFN)LKFN511656100$19.1K3220.0%
Goldman Sachs Group Inc(GS)GS38141G104$19.7K360.0%
Standex International Corp(SXI)SXI854231107$19.7K1220.0%
Cencora Inc(COR)COR03073E105$19.7K710.0%
Federal Agricultural Mortgage Corp(AGM)AGM313148306$20.1K1070.0%
GE Vernova Inc(GEV)GEV36828A101$20.1K660.0%
Lam Research Corp(LRCX)LRCX512807306$20.4K2800.0%
iShares Short-Term National Muni Bond ETF(SUB)SUB464288158$20.5K1940.0%
BWX Technologies Inc(BWXT)BWXT05605H100$20.5K2080.0%
American Electric Power Co Inc(AEP)AEP025537101$20.7K1890.0%
Corteva Inc(CTVA)CTVA22052L104$20.8K3310.0%
GoDaddy Inc(GDDY)GDDY380237107$21.1K1170.0%
Home BancShares Inc(HOMB)HOMB436893200$21.3K7520.0%
Motorola Solutions Inc(MSI)MSI620076307$21.5K490.0%
CRA International Inc(CRAI)CRAI12618T105$21.7K1250.0%
Howmet Aerospace Inc(HWM)HWM443201108$21.8K1680.0%
Micron Technology Inc(MU)MU595112103$21.8K2510.0%
Onemain Hldgs Inc(OMF)OMF68268W103$21.8K4470.0%
Walt Disney Co(DIS)DIS254687106$22.2K2250.0%
Invesco Exchange Traded FD TR S&P 500 Quality ETF(SPHQ)SPHQ46137V241$22.2K3350.0%
PreviousPage 12 of 16Next