SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Ridgepath Capital Management LLC

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

Reported Value
$217M
Q4 2024
Positions
46
Filings on Record
10
2019–present window
Filed
Jan 23, 2025
original filing

Summary

Ridgepath Capital Management LLC reported $217M in U.S.-listed holdings across 46 positions for Q4 2024.

The portfolio is heavily concentrated: Ishares Tr alone accounts for 29.5% of reported value.

Compared with Q3 2024, the fund opened 10 new positions and exited 8.

Portfolio Metrics

Turnover
+14.8%
vs prior filed quarter
Top-10 Concentration
+79.9%
share of reported value
Largest Position
+29.5%
Ishares Tr
New / Exited
10 / 8
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: 78.8%Common Stock: 19.6%Other: 1.5%ADR: 0.1%
  • ETP · 78.8% · $171M
  • Common Stock · 19.6% · $42M
  • Other · 1.5% · $3M
  • ADR · 0.1% · $227,254

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+637.0K637.0K+$64M$64M
PROSHARES TRNEW+99.7K99.7K+$11M$11M
SIMPLIFY EXCHANGE TRADED FUNNEW+284.8K284.8K+$10M$10M
PROSHARES TRNEW+149.5K149.5K+$5M$5M
PROSHARES TRNEW+182.5K182.5K+$4M$4M
PROSHARES TRNEW+103.3K103.3K+$3M$3M
INVESCO EXCHANGE TRADED FD TNEW+6.2K6.2K+$1M$1M
IDIINTERDIGITAL INCNEW+1.3K1.3K+$244,099$244,099

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

Holdings — Q4 2024

38 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR0-3 MNTH TREASRY · CORE S&P500 ETF · RUSSELL 2000 ETF30.96%$67M643.2K
2PROSHARES TRPSHS ULT S&P 500 · ULTRAPRO QQQ · PSHS ULTRA QQQ · ULTRASHORT QQQ · ULTRAPRO SHORT S · ULTRAPRO SHT QQQ · ULTRPRO S&P50030.29%$66M1.02M
3J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF8.15%$18M351.3K
4BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW4.60%$10M22.0K
5SIMPLIFY EXCHANGE TRADED FUNUS EQT PLS DWNSD4.38%$10M284.8K
6NDQINVESCO QQQ TRhistory →UNIT SER 14.28%$9M18.2K
7PAYXPAYCHEX INChistory →COM2.45%$5M37.9K
84I1PHILIP MORRIS INTL INChistory →COM2.14%$5M38.7K
9BACVERIZON COMMUNICATIONS INChistory →COM1.75%$4M94.7K
10WMTWALMART INChistory →COM1.58%$3M38.0K
11MOALTRIA GROUP INChistory →COM1.41%$3M58.6K
12XLCSELECT SECTOR SPDR TRhistory →COMMUNICATION1.02%$2M22.8K
13MSFTMICROSOFT CORPCOM0.92%$2M4.7K
14FISVFISERV INCCOM0.64%$1M6.7K
15AAPLAPPLE INCCOM0.56%$1M4.9K
16MDLZMONDELEZ INTL INCCL A0.50%$1M18.1K
17INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT0.50%$1M6.2K
18NVDANVIDIA CORPORATIONCOM0.48%$1M7.8K
19VANGUARD WORLD FDMEGA GRWTH IND0.45%$982,1522.9K
20RYAMRAYONIER ADVANCED MATLS INCCOM0.42%$916,039111.0K
21FBKFB FINL CORPCOM0.36%$788,00015.3K
22AMZNAMAZON COM INCCOM0.23%$506,3522.3K
23AVGOBROADCOM INCCOM0.18%$396,9661.7K
24JPMJPMORGAN CHASE & CO.COM0.17%$369,3931.5K
25VANGUARD SCOTTSDALE FDSVNG RUS2000IDX0.16%$356,7844.0K
26GOOGLALPHABET INCCAP STK CL A0.15%$330,9221.7K
27PGPROCTER AND GAMBLE COCOM0.14%$304,6631.8K
28TSCOTRACTOR SUPPLY COCOM0.14%$304,5005.7K
29CHVCHEVRON CORP NEWCOM0.12%$256,9171.8K
30VANECK ETF TRUSTSEMICONDUCTR ETF0.12%$251,6151.0K
31IDIINTERDIGITAL INCCOM0.11%$244,0991.3K
32UCBUNITED CMNTY BKS BLAIRSVLE GCOM0.11%$237,9677.4K
33KHCKRAFT HEINZ COCOM0.11%$234,9487.7K
34DKSDICKS SPORTING GOODS INCCOM0.11%$228,8401.0K
35BMTABRITISH AMERN TOB PLCSPONSORED ADR0.10%$227,2546.3K
36GE AEROSPACECOM NEW0.10%$219,8021.3K
37SMBKSMARTFINANCIAL INCCOM NEW0.09%$202,1756.5K
38NAKNORTHERN DYNASTY MINERALS LTCOM NEW0.00%$5,81510.0K

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 ↗.