MondegarAI
one8zero8, LLC

Q3 2025 · 13F-HR

one8zero8, LLCholdings as filed

Filed 2025-11-03 · accession 0001398344-25-020169

$462.9M
Reported value
252
Positions
2025-09-30
Period end
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The Brief · one8zero8, LLC · Q3 2025

AI · grounded in 13F

one8zero8, LLC established a new position in AAPL worth $31.4M. The fund also initiated new stakes in BRK/B for $22.5M and MSFT for $21.2M. Additional new positions include FTNT at $18.1M and JPM at $16.6M. The fund ended the period with 252 positions and total AUM of $462.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$31.4M6.79%123,363CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22.5M4.85%44,704CommonNONE
594918104MSFTMICROSOFT CORP$21.2M4.57%40,866CommonNONE
34959E109FTNTFORTINET INC$18.1M3.91%215,470CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$16.6M3.58%52,604CommonNONE
88162G103TTEKTETRA TECH INC NEW$15.6M3.37%467,746CommonNONE
G29183103ETNEATON CORP PLC$14.3M3.09%38,225CommonNONE
478160104JNJJOHNSON & JOHNSON$12.0M2.60%64,858CommonNONE
09260D107BXBLACKSTONE INC$11.7M2.52%68,354CommonNONE
023135106AMZNAMAZON COM INC$9.4M2.04%42,955CommonNONE
04010L103ARCCARES CAPITAL CORP$7.7M1.65%375,197CommonNONE
02079K107GOOGALPHABET INC$7.6M1.64%31,195CommonNONE
14174T107CTRECARETRUST REIT INC$7.6M1.63%217,750CommonNONE
G87264100TGLSTECNOGLASS INC$6.2M1.34%92,806CommonNONE
G85158106STNESTONECO LTD$6.1M1.33%325,125CommonNONE
040413205ANETARISTA NETWORKS INC$6.1M1.32%41,950CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$5.4M1.16%43,259CommonNONE
780087102RYROYAL BK CDA$5.2M1.13%35,367CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.2M1.12%28,477CommonNONE
91913Y100VLOVALERO ENERGY CORP$5.1M1.11%30,048CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$5.1M1.10%116,050CommonNONE
75513E101RTXRTX CORPORATION$5.0M1.08%29,932CommonNONE
14316J108CGCARLYLE GROUP INC$4.7M1.02%75,080CommonNONE
67066G104NVDANVIDIA CORPORATION$4.7M1.00%24,931CommonNONE
713448108PEPPEPSICO INC$4.5M0.96%31,770CommonNONE
278865100ECLECOLAB INC$4.4M0.94%15,936CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.3M0.93%4,650CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.2M0.90%25,802CommonNONE
30231G102XOMEXXON MOBIL CORP$4.2M0.90%36,899CommonNONE
512807306LRCXLAM RESEARCH CORP$4.0M0.85%29,540CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.8M0.81%5CommonNONE
514952100LBLANDBRIDGE COMPANY LLC$3.5M0.76%66,042CommonNONE
863667101SYKSTRYKER CORPORATION$3.5M0.76%9,470CommonNONE
131428104CLMTCALUMET INC$3.5M0.75%189,695CommonNONE
235851102DHRDANAHER CORPORATION$3.5M0.75%17,433CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.5M0.75%9,992CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.2M0.68%6,512CommonNONE
060505104BACBANK AMERICA CORP$3.1M0.68%60,643CommonNONE
92852X103VTSVITESSE ENERGY INC$3.1M0.66%131,717CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$3.0M0.66%57,375CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.0M0.65%3,771CommonNONE
68389X105ORCLORACLE CORP$3.0M0.65%10,656CommonNONE
92276F100VTRVENTAS INC$3.0M0.65%42,793CommonNONE
548661107LOWLOWES COS INC$3.0M0.64%11,837CommonNONE
53803X105LOBLIVE OAK BANCSHARES INC$2.7M0.59%77,036CommonNONE
806857108SLBSCHLUMBERGER LTD$2.6M0.56%75,605CommonNONE
693718108PCARPACCAR INC$2.6M0.56%26,202CommonNONE
166764100CVXCHEVRON CORP NEW$2.5M0.53%15,919CommonNONE
02079K305GOOGLALPHABET INC$2.5M0.53%10,160CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.4M0.53%86,502CommonNONE
747525103QCOMQUALCOMM INC$2.4M0.52%14,425CommonNONE
02209S103MOALTRIA GROUP INC$2.3M0.49%34,649CommonNONE
78781J109SAILSAILPOINT INC$2.3M0.49%103,500CommonNONE
00287Y109ABBVABBVIE INC$2.3M0.49%9,775CommonNONE
032654105ADIANALOG DEVICES INC$2.2M0.48%9,103CommonNONE
17275R102CSCOCISCO SYS INC$2.1M0.46%31,418CommonNONE
682189105ONON SEMICONDUCTOR CORP$2.1M0.46%43,000CommonNONE
406216101HALHALLIBURTON CO$2.0M0.44%82,300CommonNONE
714046109RVTYREVVITY INC$2.0M0.44%23,007CommonNONE
81730H109SSENTINELONE INC$2.0M0.43%112,475CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.9M0.42%12,625CommonNONE
219350105GLWCORNING INC$1.9M0.42%23,500CommonNONE
89832Q109TFCTRUIST FINL CORP$1.9M0.40%40,672CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$1.8M0.40%21,655CommonNONE
97650W108WTFCWINTRUST FINL CORP$1.8M0.39%13,675CommonNONE
609207105MDLZMONDELEZ INTL INC$1.7M0.36%26,810CommonNONE
002824100ABTABBOTT LABS$1.6M0.35%12,225CommonNONE
48138M105JMIAJUMIA TECHNOLOGIES AG$1.6M0.35%138,800CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.34%35,085CommonNONE
92826C839VVISA INC$1.6M0.34%4,595CommonNONE
88160R101TSLATESLA INC$1.6M0.34%3,491CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.5M0.32%17,025CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.5M0.31%25,605CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.31%2,900CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.31%5,107CommonNONE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$1.4M0.29%59,084CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$1.3M0.29%7,187CommonNONE
11135F101AVGOBROADCOM INC$1.3M0.29%4,073CommonNONE
29250N105ENBENBRIDGE INC$1.3M0.29%26,177CommonNONE
443510607HUBBHUBBELL INC$1.3M0.28%3,000CommonNONE
941848103WATWATERS CORP$1.3M0.27%4,203CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$1.3M0.27%138,150CommonNONE
74340W103PLDPROLOGIS INC.$1.2M0.27%10,844CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.1M0.24%23,859CommonNONE
26622P107DOCSDOXIMITY INC$1.1M0.24%15,250CommonNONE
437076102HDHOME DEPOT INC$1.1M0.24%2,700CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.0M0.22%81,456CommonNONE
03743Q108APAAPA CORPORATION$1.0M0.22%42,254CommonNONE
369550108GDGENERAL DYNAMICS CORP$988,9000.21%2,900CommonNONE
025816109AXPAMERICAN EXPRESS CO$956,6210.21%2,880CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$955,6190.21%2,904CommonNONE
931142103WMTWALMART INC$954,1290.21%9,258CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$919,5540.20%10,360CommonNONE
30161N101EXCEXELON CORP$907,2220.20%20,156CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$861,5520.19%19,603CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$858,3750.19%3,500CommonNONE
30303M102METAMETA PLATFORMS INC$854,8180.18%1,164CommonNONE
191216100KOCOCA COLA CO$839,9230.18%12,665CommonNONE
254687106DISDISNEY WALT CO$823,8280.18%7,195CommonNONE
29273V100ETENERGY TRANSFER L P$820,9170.18%47,839CommonNONE
00162Q452AMLPALPS ETF TR$816,5820.18%17,400CommonNONE
754730109RJFRAYMOND JAMES FINL INC$800,3460.17%4,637CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$800,0810.17%2,726CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$778,3080.17%1,702CommonNONE
464287200IVVISHARES TR$766,0430.17%1,145CommonNONE
842587107SOSOUTHERN CO$764,2450.17%8,064CommonNONE
318910106FBNCFIRST BANCORP N C$744,2150.16%14,071CommonNONE
001055102AFLAFLAC INC$733,1990.16%6,564CommonNONE
45687V106IRINGERSOLL RAND INC$729,9480.16%8,835CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$680,9090.15%2,438CommonNONE
21036P108STZCONSTELLATION BRANDS INC$655,4390.14%4,867CommonNONE
532457108LLYELI LILLY & CO$646,2610.14%847CommonNONE
097023105BABOEING CO$640,7990.14%2,969CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$637,1200.14%70,400CommonNONE
G54950103LINLINDE PLC$617,5000.13%1,300CommonNONE
87162W100SNXTD SYNNEX CORPORATION$614,0630.13%3,750CommonNONE
56585A102MPCMARATHON PETE CORP$608,2270.13%3,156CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$607,7710.13%5,008CommonNONE
427866108HSYHERSHEY CO$597,4380.13%3,194CommonNONE
12572Q105CMECME GROUP INC$594,4180.13%2,200CommonNONE
949746101WMT2WELLS FARGO CO NEW$593,8650.13%7,085CommonNONE
436440101HO1HOLOGIC INC$580,4140.13%8,600CommonNONE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$578,5000.12%50,000CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$578,4770.12%2,879CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$572,1250.12%99,500CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$569,3510.12%21,550CommonNONE
64110L106NFLXNETFLIX INC$568,2880.12%474CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$554,4420.12%4,365CommonNONE
58933Y105MRKMERCK & CO INC$527,9370.11%6,290CommonNONE
89151E109TTENTOTALENERGIES SE$525,2720.11%8,800CommonNONE
717081103PFEPFIZER INC$521,3720.11%20,462CommonNONE
244199105DEDEERE & CO$520,3620.11%1,138CommonNONE
48251W104KKRKKR & CO INC$519,8000.11%4,000CommonNONE
00206R102TAT&T INC$512,5060.11%18,148CommonNONE
50155Q100KDKYNDRYL HLDGS INC$501,8610.11%16,712CommonNONE
410495204HAFCHANMI FINL CORP$477,1340.10%19,325CommonNONE
009158106APDAIR PRODS & CHEMS INC$463,6240.10%1,700CommonNONE
78463V107GLDSPDR GOLD TR$462,1110.10%1,300CommonNONE
44980X109IPGPIPG PHOTONICS CORP$455,3430.10%5,750CommonNONE
92647N873CSBVICTORY PORTFOLIOS II$449,9000.10%7,606CommonNONE
767204100RIORIO TINTO PLC$444,4450.10%6,733CommonNONE
91912E105VALEVALE S A$434,4000.09%40,000CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$431,8070.09%17,475CommonNONE
31983A103FCBCFIRST CMNTY BANKSHARES INC V$427,3790.09%12,281CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$423,5760.09%10,800CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$421,2710.09%4,300CommonNONE
697435105PANWPALO ALTO NETWORKS INC$420,4750.09%2,065CommonNONE
892672106TWTRADEWEB MKTS INC$416,1750.09%3,750CommonNONE
458140100INTCINTEL CORP$408,6390.09%12,180CommonNONE
922908363VOOVANGUARD INDEX FDS$390,0860.08%637CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$387,8490.08%2,755CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$384,8170.08%1,260CommonNONE
438516106HONHONEYWELL INTL INC$378,9000.08%1,800CommonNONE
14149Y108CAHCARDINAL HEALTH INC$368,8560.08%2,350CommonNONE
66987V109NVSNOVARTIS AG$365,7400.08%2,852CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$342,0000.07%3,040CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$337,8300.07%536CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$333,9440.07%5,200CommonNONE
020002101ALLALLSTATE CORP$332,7080.07%1,550CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$325,0500.07%3,300CommonNONE
008073108AVAVAEROVIRONMENT INC$323,3920.07%1,027CommonNONE
04626A103ALABASTERA LABS INC$323,0700.07%1,650CommonNONE
06849F108BBARRICK MNG CORP$322,7850.07%9,850CommonNONE
98978V103ZTSZOETIS INC$321,9040.07%2,200CommonNONE
053332102AZOAUTOZONE INC$321,7680.07%75CommonNONE
379577208GMEDGLOBUS MED INC$317,5050.07%5,544CommonNONE
81762P102NOWSERVICENOW INC$317,4970.07%345CommonNONE
79466L302CRMSALESFORCE INC$309,7590.07%1,307CommonNONE
464287804IJRISHARES TR$308,0070.07%2,592CommonNONE
25746U109DDOMINION ENERGY INC$306,4010.07%5,009CommonNONE
65339F101NEENEXTERA ENERGY INC$301,9600.07%4,000CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$301,5790.07%1,790CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$297,7720.06%3,050CommonNONE
149123101CATCATERPILLAR INC$295,1160.06%619CommonNONE
320517105FHNFIRST HORIZON CORPORATION$293,9300.06%13,000CommonNONE
761152107RMDRESMED INC$287,4170.06%1,050CommonNONE
92189F106GDXVANECK ETF TRUST$285,1250.06%3,732CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$283,4400.06%1,500CommonNONE
369604301GEGE AEROSPACE$280,3640.06%932CommonNONE
110448107BTIBRITISH AMERN TOB PLC$277,7150.06%5,232CommonNONE
595112103MUMICRON TECHNOLOGY INC$276,0780.06%1,650CommonNONE
G5960L103MDTMEDTRONIC PLC$268,9580.06%2,824CommonNONE
253868103DLRDIGITAL RLTY TR INC$263,6420.06%1,525CommonNONE
580135101MCDMCDONALDS CORP$261,9530.06%862CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$258,7260.06%3,100CommonNONE
882508104TXNTEXAS INSTRS INC$257,2220.06%1,400CommonNONE
651639106NEMNEWMONT CORP$252,9300.05%3,000CommonNONE
30226D106EXTREXTREME NETWORKS$247,8000.05%12,000CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$247,2800.05%11,000CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$242,7560.05%1,950CommonNONE
038222105AMATAPPLIED MATLS INC$242,6170.05%1,185CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$239,2920.05%2,300CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$234,4750.05%2,500CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$233,1630.05%350CommonNONE
608190104MHKMOHAWK INDS INC$228,8330.05%1,775CommonNONE
00191U102EFORASGN INC$227,3750.05%4,802CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$227,0000.05%50,000CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$225,0550.05%11,500CommonNONE
209115104EDCONSOLIDATED EDISON INC$221,1440.05%2,200CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$220,2420.05%3,300CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$217,4760.05%3,243CommonNONE
90353W103UIUBIQUITI INC$214,6890.05%325CommonNONE
94106L109WMWASTE MGMT INC DEL$214,4340.05%971CommonNONE
637417106NNNNNN REIT INC$212,8500.05%5,000CommonNONE
988498101YUMYUM BRANDS INC$211,5840.05%1,392CommonNONE
231021106CMICUMMINS INC$211,1850.05%500CommonNONE
500754106KHCKRAFT HEINZ CO$207,3830.04%7,964CommonNONE
88339J105TTDTHE TRADE DESK INC$205,8420.04%4,200CommonNONE
52110M109LAZLAZARD INC$205,8420.04%3,900CommonNONE
172062101CINFCINCINNATI FINL CORP$205,5300.04%1,300CommonNONE
03076C106AMPAMERIPRISE FINL INC$203,3780.04%414CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$202,5100.04%11,000CommonNONE
456837103INGING GROEP N.V.$202,3810.04%7,760CommonNONE
27826U108EVNEATON VANCE MUNI INCOME TRUS$199,2600.04%18,000CommonNONE
464287507IJHISHARES TR$194,4750.04%2,980CommonNONE
454089103IFNINDIA FD INC$192,0760.04%13,111CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$184,8600.04%15,800CommonNONE
922908751VBVANGUARD INDEX FDS$164,5190.04%647CommonNONE
922908769VTIVANGUARD INDEX FDS$157,5220.03%480CommonNONE
477143101JBLUJETBLUE AWYS CORP$155,4720.03%31,600CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$154,8370.03%14,350CommonNONE
09250U101BGRBLACKROCK ENERGY & RES TR$143,8420.03%10,600CommonNONE
464288513HYGISHARES TR$140,0530.03%1,725CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$139,6640.03%12,040CommonNONE
464288851IEOISHARES TR$132,1400.03%1,427CommonNONE
464287887IJTISHARES TR$117,3040.03%829CommonNONE
00123Q104AGNCAGNC INVT CORP$112,5850.02%11,500CommonNONE
464287689IWVISHARES TR$109,8930.02%290CommonNONE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$108,7900.02%11,500CommonNONE
922908744VTVVANGUARD INDEX FDS$93,9910.02%504CommonNONE
922908637VVVANGUARD INDEX FDS$92,3580.02%300CommonNONE
464287655IWMISHARES TR$87,1060.02%360CommonNONE
H8817H100RIGTRANSOCEAN LTD$78,0000.02%25,000CommonNONE
922908736VUGVANGUARD INDEX FDS$70,9820.02%148CommonNONE
922908629VOVANGUARD INDEX FDS$59,3350.01%202CommonNONE
651229106NWLNEWELL BRANDS INC$56,5920.01%10,800CommonNONE
464288208IMCBISHARES TR$49,8300.01%600CommonNONE
464287614IWFISHARES TR$46,8410.01%100CommonNONE
464287226AGGISHARES TR$41,1030.01%410CommonNONE
464287598IWDISHARES TR$40,7180.01%200CommonNONE
40049J206TVGRUPO TELEVISA S A B$40,3500.01%15,000CommonNONE
644393100NFENEW FORTRESS ENERGY INC$30,9400.01%14,000CommonNONE
464288430AIAISHARES TR$18,3520.00%194CommonNONE
464287465EFAISHARES TR$16,7130.00%179CommonNONE
464287481IWPISHARES TR$14,5260.00%102CommonNONE
464287648IWOISHARES TR$14,4020.00%45CommonNONE
00162Q858SDOGALPS ETF TR$11,7450.00%195CommonNONE
464287630IWNISHARES TR$9,7250.00%55CommonNONE
464287473IWSISHARES TR$9,0790.00%65CommonNONE
464287234EEMISHARES TR$6,3550.00%119CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$4,7280.00%400CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$1,5810.00%62CommonNONE

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.