MondegarAI
one8zero8, LLC

Q2 2025 · 13F-HR

one8zero8, LLCholdings as filed

Filed 2025-08-12 · accession 0001398344-25-015079

$423.7M
Reported value
234
Positions
2025-06-30
Period end
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The Brief · one8zero8, LLC · Q2 2025

AI · grounded in 13F

one8zero8, LLC established a new position in AAPL worth $25.46M. The fund also initiated new stakes in FTNT for $22.53M and BRK/B for $21.18M. Other new additions include MSFT at $19.43M and TTEK at $16.53M. Total assets under management stand at $423.67M across 234 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$25.5M6.01%124,084CommonNONE
34959E109FTNTFORTINET INC$22.5M5.32%213,135CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$21.2M5.00%43,601CommonNONE
594918104MSFTMICROSOFT CORP$19.4M4.59%39,071CommonNONE
88162G103TTEKTETRA TECH INC NEW$16.5M3.90%459,745CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$15.1M3.55%51,951CommonNONE
G29183103ETNEATON CORP PLC$13.2M3.11%36,960CommonNONE
09260D107BXBLACKSTONE INC$10.1M2.38%67,442CommonNONE
478160104JNJJOHNSON & JOHNSON$9.5M2.25%62,270CommonNONE
023135106AMZNAMAZON COM INC$9.3M2.20%42,510CommonNONE
04010L103ARCCARES CAPITAL CORP$8.0M1.90%365,993CommonNONE
G87264100TGLSTECNOGLASS INC$6.9M1.64%89,831CommonNONE
14174T107CTRECARETRUST REIT INC$6.8M1.60%221,600CommonNONE
02079K107GOOGALPHABET INC$5.5M1.29%30,836CommonNONE
G85158106STNESTONECO LTD$5.3M1.24%327,725CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$5.0M1.19%115,050CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.0M1.18%36,772CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$4.7M1.12%40,126CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.7M1.11%25,802CommonNONE
780087102RYROYAL BK CDA$4.7M1.10%35,357CommonNONE
040413205ANETARISTA NETWORKS INC$4.4M1.05%43,450CommonNONE
75513E101RTXRTX CORPORATION$4.3M1.02%29,607CommonNONE
278865100ECLECOLAB INC$4.2M0.98%15,436CommonNONE
91913Y100VLOVALERO ENERGY CORP$4.1M0.98%30,756CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.1M0.97%4,153CommonNONE
713448108PEPPEPSICO INC$4.0M0.95%30,467CommonNONE
67066G104NVDANVIDIA CORPORATION$3.9M0.93%24,842CommonNONE
30231G102XOMEXXON MOBIL CORP$3.9M0.92%36,030CommonNONE
14316J108CGCARLYLE GROUP INC$3.9M0.91%75,230CommonNONE
863667101SYKSTRYKER CORPORATION$3.8M0.89%9,482CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.6M0.86%5CommonNONE
514952100LBLANDBRIDGE COMPANY LLC$3.4M0.81%50,612CommonNONE
235851102DHRDANAHER CORPORATION$3.3M0.78%16,707CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.1M0.73%9,927CommonNONE
131428104CLMTCALUMET INC$3.0M0.70%187,500CommonNONE
512807306LRCXLAM RESEARCH CORP$2.9M0.68%29,540CommonNONE
060505104BACBANK AMERICA CORP$2.8M0.67%59,777CommonNONE
92852X103VTSVITESSE ENERGY INC$2.8M0.66%126,863CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$2.7M0.63%55,150CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.7M0.63%3,771CommonNONE
92276F100VTRVENTAS INC$2.7M0.63%42,143CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.6M0.62%6,512CommonNONE
548661107LOWLOWES COS INC$2.6M0.62%11,853CommonNONE
693718108PCARPACCAR INC$2.5M0.59%26,426CommonNONE
806857108SLBSCHLUMBERGER LTD$2.5M0.59%73,639CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.5M0.58%83,502CommonNONE
714046109RVTYREVVITY INC$2.4M0.56%24,506CommonNONE
682189105ONON SEMICONDUCTOR CORP$2.3M0.55%44,825CommonNONE
68389X105ORCLORACLE CORP$2.3M0.55%10,731CommonNONE
747525103QCOMQUALCOMM INC$2.2M0.52%13,825CommonNONE
17275R102CSCOCISCO SYS INC$2.2M0.51%31,367CommonNONE
032654105ADIANALOG DEVICES INC$2.2M0.51%9,103CommonNONE
53803X105LOBLIVE OAK BANCSHARES INC$2.1M0.50%70,536CommonNONE
02209S103MOALTRIA GROUP INC$2.0M0.48%34,349CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.8M0.43%11,455CommonNONE
609207105MDLZMONDELEZ INTL INC$1.8M0.43%27,055CommonNONE
89832Q109TFCTRUIST FINL CORP$1.8M0.43%42,172CommonNONE
00287Y109ABBVABBVIE INC$1.8M0.42%9,474CommonNONE
02079K305GOOGLALPHABET INC$1.7M0.41%9,910CommonNONE
45828L108IASINTEGRAL AD SCIENCE HLDNG CO$1.7M0.41%209,425CommonNONE
97650W108WTFCWINTRUST FINL CORP$1.7M0.40%13,775CommonNONE
002824100ABTABBOTT LABS$1.7M0.39%12,225CommonNONE
92826C839VVISA INC$1.6M0.39%4,605CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.38%35,126CommonNONE
406216101HALHALLIBURTON CO$1.6M0.37%76,650CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.5M0.36%15,725CommonNONE
941848103WATWATERS CORP$1.5M0.35%4,203CommonNONE
166764100CVXCHEVRON CORP NEW$1.4M0.34%9,996CommonNONE
81730H109SSENTINELONE INC$1.4M0.34%77,775CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$1.4M0.33%17,535CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.33%4,707CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.32%2,900CommonNONE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$1.3M0.30%59,084CommonNONE
219350105GLWCORNING INC$1.2M0.29%23,500CommonNONE
443510607HUBBHUBBELL INC$1.2M0.29%3,000CommonNONE
11135F101AVGOBROADCOM INC$1.2M0.29%4,391CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.2M0.29%24,605CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$1.2M0.28%7,257CommonNONE
78781J109SAILSAILPOINT INC$1.2M0.27%50,650CommonNONE
29250N105ENBENBRIDGE INC$1.1M0.27%25,142CommonNONE
74340W103PLDPROLOGIS INC.$1.1M0.26%10,394CommonNONE
88160R101TSLATESLA INC$1.1M0.26%3,429CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$1.0M0.24%118,000CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.0M0.24%81,439CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$943,4270.22%2,923CommonNONE
437076102HDHOME DEPOT INC$934,9320.22%2,550CommonNONE
931142103WMTWALMART INC$905,2470.21%9,258CommonNONE
025816109AXPAMERICAN EXPRESS CO$899,5240.21%2,820CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$894,6680.21%2,901CommonNONE
191216100KOCOCA COLA CO$888,1430.21%12,553CommonNONE
30303M102METAMETA PLATFORMS INC$878,3270.21%1,190CommonNONE
30161N101EXCEXELON CORP$875,1740.21%20,156CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$868,7260.21%20,077CommonNONE
29273V100ETENERGY TRANSFER L P$867,3210.20%47,839CommonNONE
254687106DISDISNEY WALT CO$855,0490.20%6,895CommonNONE
00162Q452AMLPALPS ETF TR$850,1640.20%17,400CommonNONE
369550108GDGENERAL DYNAMICS CORP$845,8140.20%2,900CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$839,1780.20%10,135CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$816,2350.19%3,500CommonNONE
26622P107DOCSDOXIMITY INC$806,6210.19%13,150CommonNONE
842587107SOSOUTHERN CO$799,4750.19%8,706CommonNONE
21036P108STZCONSTELLATION BRANDS INC$791,7640.19%4,867CommonNONE
64110L106NFLXNETFLIX INC$776,6950.18%580CommonNONE
03743Q108APAAPA CORPORATION$763,9080.18%41,766CommonNONE
097023105BABOEING CO$758,2890.18%3,619CommonNONE
674599105OXYOCCIDENTAL PETE CORP$757,6080.18%18,034CommonNONE
754730109RJFRAYMOND JAMES FINL INC$711,1770.17%4,637CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$710,9980.17%1,691CommonNONE
464287200IVVISHARES TR$710,0160.17%1,144CommonNONE
001055102AFLAFLAC INC$692,2390.16%6,564CommonNONE
532457108LLYELI LILLY & CO$637,6560.15%818CommonNONE
45687V106IRINGERSOLL RAND INC$628,5910.15%7,557CommonNONE
42809H107HESHESS CORP$623,4300.15%4,500CommonNONE
318910106FBNCFIRST BANCORP N C$620,3900.15%14,071CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$620,1300.15%2,738CommonNONE
G54950103LINLINDE PLC$609,9340.14%1,300CommonNONE
244199105DEDEERE & CO$604,0860.14%1,188CommonNONE
50155Q100KDKYNDRYL HLDGS INC$594,1540.14%14,160CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$576,1050.14%99,500CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$576,0350.14%13,288CommonNONE
949746101WMT2WELLS FARGO CO NEW$567,6500.13%7,085CommonNONE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$567,5000.13%50,000CommonNONE
436440101HO1HOLOGIC INC$560,3760.13%8,600CommonNONE
892672106TWTRADEWEB MKTS INC$549,0000.13%3,750CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$546,0240.13%2,929CommonNONE
48251W104KKRKKR & CO INC$545,4230.13%4,100CommonNONE
89151E109TTENTOTALENERGIES SE$540,2320.13%8,800CommonNONE
427866108HSYHERSHEY CO$538,3420.13%3,244CommonNONE
56585A102MPCMARATHON PETE CORP$524,1910.12%3,156CommonNONE
12572Q105CMECME GROUP INC$523,6780.12%1,900CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$522,4600.12%60,400CommonNONE
87162W100SNXTD SYNNEX CORPORATION$488,5200.12%3,600CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$481,3670.11%4,758CommonNONE
31983A103FCBCFIRST CMNTY BANKSHARES INC V$481,0470.11%12,281CommonNONE
009158106APDAIR PRODS & CHEMS INC$479,5020.11%1,700CommonNONE
410495204HAFCHANMI FINL CORP$476,9410.11%19,325CommonNONE
717081103PFEPFIZER INC$467,7590.11%19,297CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$458,6360.11%3,740CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$457,1990.11%2,817CommonNONE
00206R102TAT&T INC$454,4200.11%15,702CommonNONE
58933Y105MRKMERCK & CO INC$453,6820.11%5,731CommonNONE
92647N873CSBVICTORY PORTFOLIOS II$421,4480.10%7,606CommonNONE
438516106HONHONEYWELL INTL INC$419,1840.10%1,800CommonNONE
44980X109IPGPIPG PHOTONICS CORP$411,9000.10%6,000CommonNONE
78463V107GLDSPDR GOLD TR$396,2790.09%1,300CommonNONE
14149Y108CAHCARDINAL HEALTH INC$394,8000.09%2,350CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$392,4260.09%21,550CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$390,5540.09%5,550CommonNONE
98978V103ZTSZOETIS INC$389,8750.09%2,500CommonNONE
79466L302CRMSALESFORCE INC$374,1310.09%1,372CommonNONE
767204100RIORIO TINTO PLC$363,5710.09%6,233CommonNONE
922908363VOOVANGUARD INDEX FDS$361,8350.09%637CommonNONE
81762P102NOWSERVICENOW INC$354,6880.08%345CommonNONE
00191U102EFORASGN INC$342,1200.08%6,852CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$327,6010.08%3,050CommonNONE
379577208GMEDGLOBUS MED INC$327,2070.08%5,544CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$323,7960.08%3,550CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$316,0580.07%1,260CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$315,4300.07%3,040CommonNONE
020002101ALLALLSTATE CORP$312,0310.07%1,550CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$311,8990.07%1,700CommonNONE
91912E105VALEVALE S A$310,7200.07%32,000CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$307,8900.07%3,300CommonNONE
88339J105TTDTHE TRADE DESK INC$302,3580.07%4,200CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$294,2430.07%536CommonNONE
008073108AVAVAEROVIRONMENT INC$292,6440.07%1,027CommonNONE
882508104TXNTEXAS INSTRS INC$290,6680.07%1,400CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$284,4450.07%13,500CommonNONE
053332102AZOAUTOZONE INC$278,4170.07%75CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$276,0250.07%2,500CommonNONE
320517105FHNFIRST HORIZON CORPORATION$275,6000.07%13,000CommonNONE
66987V109NVSNOVARTIS AG$273,9670.06%2,264CommonNONE
761152107RMDRESMED INC$270,9000.06%1,050CommonNONE
253868103DLRDIGITAL RLTY TR INC$265,8530.06%1,525CommonNONE
G5960L103MDTMEDTRONIC PLC$262,4690.06%3,011CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$260,9580.06%3,100CommonNONE
464287804IJRISHARES TR$258,3620.06%2,364CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$257,9220.06%1,800CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$250,4700.06%11,000CommonNONE
110448107BTIBRITISH AMERN TOB PLC$247,6310.06%5,232CommonNONE
580135101MCDMCDONALDS CORP$245,4230.06%840CommonNONE
458140100INTCINTEL CORP$234,9760.06%10,490CommonNONE
149123101CATCATERPILLAR INC$232,7310.05%600CommonNONE
25746U109DDOMINION ENERGY INC$230,3190.05%4,075CommonNONE
038222105AMATAPPLIED MATLS INC$228,8380.05%1,250CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$226,8200.05%2,000CommonNONE
704326107PAYXPAYCHEX INC$224,0080.05%1,540CommonNONE
94106L109WMWASTE MGMT INC DEL$222,1930.05%971CommonNONE
03076C106AMPAMERIPRISE FINL INC$220,9640.05%414CommonNONE
209115104EDCONSOLIDATED EDISON INC$220,7700.05%2,200CommonNONE
194162103CLCOLGATE PALMOLIVE CO$218,1600.05%2,400CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$216,2480.05%350CommonNONE
637417106NNNNNN REIT INC$215,9000.05%5,000CommonNONE
30226D106EXTREXTREME NETWORKS$215,4000.05%12,000CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$212,5000.05%50,000CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$211,7500.05%11,000CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$210,2430.05%3,300CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$207,7990.05%2,796CommonNONE
988498101YUMYUM BRANDS INC$206,2670.05%1,392CommonNONE
500754106KHCKRAFT HEINZ CO$205,6310.05%7,964CommonNONE
454089103IFNINDIA FD INC$205,5510.05%12,435CommonNONE
595112103MUMICRON TECHNOLOGY INC$203,3630.05%1,650CommonNONE
464287507IJHISHARES TR$184,8200.04%2,980CommonNONE
27826U108EVNEATON VANCE MUNI INCOME TRUS$184,1400.04%18,000CommonNONE
922908769VTIVANGUARD INDEX FDS$153,4850.04%505CommonNONE
922908751VBVANGUARD INDEX FDS$153,3260.04%647CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$150,9620.04%14,350CommonNONE
09250U101BGRBLACKROCK ENERGY & RES TR$140,5560.03%10,600CommonNONE
477143101JBLUJETBLUE AWYS CORP$133,6680.03%31,600CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$126,2140.03%11,840CommonNONE
922908637VVVANGUARD INDEX FDS$123,2500.03%432CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$111,7800.03%10,800CommonNONE
464287887IJTISHARES TR$110,2900.03%829CommonNONE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$101,8900.02%11,500CommonNONE
464287689IWVISHARES TR$101,7900.02%290CommonNONE
00123Q104AGNCAGNC INVT CORP$96,4950.02%10,500CommonNONE
922908744VTVVANGUARD INDEX FDS$89,0770.02%504CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$83,6000.02%11,000CommonNONE
H8817H100RIGTRANSOCEAN LTD$66,0450.02%25,500CommonNONE
922908736VUGVANGUARD INDEX FDS$64,8830.02%148CommonNONE
922908629VOVANGUARD INDEX FDS$56,5260.01%202CommonNONE
464287598IWDISHARES TR$52,2480.01%269CommonNONE
464287614IWFISHARES TR$50,1000.01%118CommonNONE
464287655IWMISHARES TR$35,6050.01%165CommonNONE
464287465EFAISHARES TR$18,6830.00%209CommonNONE
464287481IWPISHARES TR$14,1450.00%102CommonNONE
464287648IWOISHARES TR$12,8640.00%45CommonNONE
00162Q858SDOGALPS ETF TR$11,2080.00%195CommonNONE
464287630IWNISHARES TR$8,6770.00%55CommonNONE
464287473IWSISHARES TR$8,5890.00%65CommonNONE
464287234EEMISHARES TR$5,7410.00%119CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$4,6160.00%400CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$1,2840.00%62CommonNONE
464287226AGGISHARES TR$9920.00%10CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.