SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Ridgepath Capital Management LLC

CIK 0001943071 · 9202 S. NORTHSHORE DR, SUITE 301, KNOXVILLE, TN, 37922 · 865-240-4984

Reported Value
$125M
Q3 2024
Positions
44
Filings on Record
10
2019–present window
Filed
Oct 24, 2024
original filing

Summary

Ridgepath Capital Management LLC reported $125M in U.S.-listed holdings across 44 positions for Q3 2024.

The portfolio is heavily concentrated: Proshares Tr alone accounts for 22.5% of reported value.

Compared with Q1 2024, the fund opened 4 new positions and exited 7.

Portfolio Metrics

Turnover
+18.6%
vs prior filed quarter
Top-10 Concentration
+73.8%
share of reported value
Largest Position
+22.5%
Proshares Tr
New / Exited
4 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’24: $89MQ1 ’24Q3 ’24: $125MQ3 ’24Q4 ’24: $217MQ4 ’24Q2 ’25: $208MQ2 ’25Q3 ’25: $234MQ3 ’25Q4 ’25: $218MQ4 ’25Q1 ’26: $201MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 67.5%Common Stock: 32.2%ADR: 0.2%Other: 0.1%
  • ETP · 67.5% · $85M
  • Common Stock · 32.2% · $40M
  • ADR · 0.2% · $253,755
  • Other · 0.1% · $88,680

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline) · note: prior filed quarter, not the immediately preceding one

IssuerMoveShare ΔShares nowValue ΔValue now
NDQINVESCO QQQ TRNEW+29.6K29.6K+$14M$14M
BARCLAYS BANK PLCNEW+68.5K68.5K+$3M$3M
KOCOCA COLA CONEW+3.0K3.0K+$218,246$218,246
ISHARES TRNEW+914914+$201,923$201,923
NVDANVIDIA CORPORATIONADDED+15.1K15.5K+$2M$2M
BACVERIZON COMMUNICATIONS INCADDED+130.5K135.5K+$6M$6M
AVGOBROADCOM INCADDED+1.5K1.7K+$69,738$295,361
XLCSELECT SECTOR SPDR TRADDED+26.6K37.6K+$2M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

38 positions
#IssuerClass% PortfolioValueShares
1PROSHARES TRPSHS ULT S&P 500 · ULTRAPRO QQQ · ULTRPRO S&P500 · ULTRAPRO SHT QQQ30.85%$39M466.9K
2NDQINVESCO QQQ TRhistory →UNIT SER 111.52%$14M29.6K
3J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF7.75%$10M191.4K
4ISHARES TRCORE S&P500 ETF · 20 YR TR BD ETF · 1 3 YR TREAS BD · RUSSELL 2000 ETF7.45%$9M56.4K
5BACVERIZON COMMUNICATIONS INChistory →COM4.85%$6M135.5K
6BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW4.68%$6M12.7K
7PAYXPAYCHEX INChistory →COM4.03%$5M37.6K
84I1PHILIP MORRIS INTL INChistory →COM3.79%$5M39.2K
9VANGUARD SCOTTSDALE FDSVNG RUS2000IDX2.85%$4M40.1K
10XLCSELECT SECTOR SPDR TRhistory →COMMUNICATION2.71%$3M37.6K
11BARCLAYS BANK PLCIPATH S&P 500 SH2.71%$3M68.5K
12MOALTRIA GROUP INChistory →COM2.40%$3M58.9K
13WMTWALMART INChistory →COM1.89%$2M29.3K
14NVDANVIDIA CORPORATIONhistory →COM1.50%$2M15.5K
15AAPLAPPLE INChistory →COM1.12%$1M6.0K
16MDLZMONDELEZ INTL INChistory →CL A1.08%$1M18.4K
17MSFTMICROSOFT CORPhistory →COM1.02%$1M3.0K
18FISVFISERV INCCOM0.97%$1M6.7K
19RYAMRAYONIER ADVANCED MATLS INCCOM0.93%$1M136.0K
20VANGUARD WORLD FDMEGA GRWTH IND0.83%$1M3.2K
21VICTORY PORTFOLIOS IIVCSHS US EQ INCM0.70%$876,39013.5K
22RFREGIONS FINANCIAL CORP NEWCOM0.63%$796,22734.1K
23FBKFB FINL CORPCOM0.57%$717,93515.3K
24AMZNAMAZON COM INCCOM0.34%$430,0502.3K
25TSCOTRACTOR SUPPLY COCOM0.27%$332,6531.1K
26JPMJPMORGAN CHASE & CO.COM0.26%$324,9351.5K
27PGPROCTER AND GAMBLE COCOM0.25%$313,1801.8K
28AVGOBROADCOM INCCOM0.24%$295,3611.7K
29GOOGLALPHABET INCCAP STK CL A0.23%$289,9221.7K
30UCBUNITED CMNTY BKS BLAIRSVLE GCOM0.23%$289,51410.0K
31KHCKRAFT HEINZ COCOM0.22%$271,6617.7K
32CHVCHEVRON CORP NEWCOM0.21%$258,6321.8K
33VANECK ETF TRUSTSEMICONDUCTR ETF0.20%$255,0231.0K
34BMTABRITISH AMERN TOB PLCSPONSORED ADR0.20%$253,7556.9K
35GE AEROSPACECOM NEW0.20%$252,4691.3K
36KOCOCA COLA COCOM0.17%$218,2463.0K
37FT2FIRST HORIZON CORPORATIONCOM0.14%$177,66511.4K
38NAKNORTHERN DYNASTY MINERALS LTCOM NEW0.00%$4,31013.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$201M51May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$218M46Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$234M48Oct 9, 202513F-HRchanges · EDGAR ↗
Q2 2025$208M49Jun 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$217M46Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$125M44Oct 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$89M47May 13, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Sollinda Capital Management LLC028-23829

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.