MondegarAI
TOWNSQUARE CAPITAL LLC

Q4 2025 · 13F-HR

TOWNSQUARE CAPITAL LLCholdings as filed

Filed 2026-02-11 · accession 0001580642-26-000991

$446.1M
Reported value
244
Positions
2025-12-31
Period end
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The Brief · TOWNSQUARE CAPITAL LLC · Q4 2025

AI · grounded in 13F

TOWNSQUARE CAPITAL LLC closed its position in SPDW, resulting in a negative delta of $6.03M. The fund increased its stake in MU by 229.03% and added a new position in IBKR valued at $578,018. Other notable reductions include trimming shares of SPYV by 79.48% and SPYG by 73.07%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$25.5M5.73%93,961CommonNONE
00770X246LCLGADVISORS SER TR$20.4M4.58%324,877CommonNONE
67066G104NVDANVIDIA CORPORATION$18.0M4.05%96,768CommonNONE
464287614IWFISHARES TR$17.7M3.97%37,430CommonNONE
023135106AMZNAMAZON COM INC$15.3M3.42%66,099CommonNONE
594918104MSFTMICROSOFT CORP$14.7M3.29%30,365CommonNONE
11135F101AVGOBROADCOM INC$14.5M3.24%41,773CommonNONE
02079K305GOOGLALPHABET INC$11.2M2.51%35,765CommonNONE
478160104JNJJOHNSON & JOHNSON$9.2M2.05%44,289CommonNONE
30303M102METAMETA PLATFORMS INC$8.5M1.91%12,890CommonNONE
17275R102CSCOCISCO SYS INC$7.6M1.71%99,219CommonNONE
57636Q104MAMASTERCARD INCORPORATED$7.0M1.57%12,242CommonNONE
00287Y109ABBVABBVIE INC$7.0M1.56%30,545CommonNONE
780259305SHELSHELL PLC$6.9M1.55%94,034CommonNONE
166764100CVXCHEVRON CORP NEW$6.6M1.47%43,100CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.5M1.46%20,159CommonNONE
949746101WMT2WELLS FARGO CO NEW$5.8M1.30%62,358CommonNONE
532457108LLYELI LILLY & CO$5.7M1.27%5,291CommonNONE
02079K107GOOGALPHABET INC$5.6M1.26%17,912CommonNONE
718172109PMPHILIP MORRIS INTL INC$5.6M1.26%34,947CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.4M1.22%133,127CommonNONE
64110L106NFLXNETFLIX INC$5.4M1.22%57,818CommonNONE
78464A409SPYGSPDR SERIES TRUST$5.4M1.21%50,775CommonNONE
713448108PEPPEPSICO INC$5.3M1.20%37,198CommonNONE
902973304USBUS BANCORP DEL$5.2M1.16%97,259CommonNONE
03831W108APPAPPLOVIN CORP$4.8M1.08%7,158CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.5M1.02%6,642CommonNONE
464287598IWDISHARES TR$4.4M0.99%21,059CommonNONE
88160R101TSLATESLA INC$4.3M0.96%9,531CommonNONE
00206R102TAT&T INC$4.2M0.95%171,070CommonNONE
Y2573F102FLEXFLEX LTD$3.6M0.81%59,505CommonNONE
824348106SHWSHERWIN WILLIAMS CO$3.5M0.78%10,776CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$3.3M0.74%33,443CommonNONE
717081103PFEPFIZER INC$3.3M0.74%132,599CommonNONE
78468R663BILSPDR SERIES TRUST$3.0M0.68%33,022CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.0M0.66%10,394CommonNONE
191216100KOCOCA COLA CO$2.8M0.63%40,291CommonNONE
437076102HDHOME DEPOT INC$2.7M0.61%7,962CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.7M0.61%3,171CommonNONE
92826C839VVISA INC$2.5M0.56%7,130CommonNONE
75513E101RTXRTX CORPORATION$2.5M0.56%13,583CommonNONE
78409V104SPGIS&P GLOBAL INC$2.4M0.55%4,676CommonNONE
81762P102NOWSERVICENOW INC$2.4M0.54%15,772CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.4M0.53%4,741CommonNONE
78464A508SPYVSPDR SERIES TRUST$2.1M0.48%37,781CommonNONE
571903202MARMARRIOTT INTL INC NEW$2.1M0.48%6,848CommonNONE
609207105MDLZMONDELEZ INTL INC$2.1M0.47%39,012CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.1M0.47%7,087CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.1M0.47%14,533CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.9M0.42%13,193CommonNONE
G5960L103MDTMEDTRONIC PLC$1.8M0.40%18,785CommonNONE
36828A101GEVGE VERNOVA INC$1.8M0.40%2,753CommonNONE
58933Y105MRKMERCK & CO INC$1.8M0.40%16,758CommonNONE
30231G102XOMEXXON MOBIL CORP$1.8M0.39%14,561CommonNONE
032095101APHAMPHENOL CORP NEW$1.7M0.38%12,453CommonNONE
617446448MSMORGAN STANLEY$1.7M0.37%9,295CommonNONE
50212V100LPLALPL FINL HLDGS INC$1.6M0.37%4,586CommonNONE
747525103QCOMQUALCOMM INC$1.6M0.37%9,575CommonNONE
149123101CATCATERPILLAR INC$1.6M0.36%2,790CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.35%7,226CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.35%8,696CommonNONE
253393102DKSDICKS SPORTING GOODS INC$1.5M0.35%7,784CommonNONE
68389X105ORCLORACLE CORP$1.5M0.34%7,727CommonNONE
060505104BACBANK AMERICA CORP$1.5M0.34%27,173CommonNONE
20825C104COPCONOCOPHILLIPS$1.4M0.32%15,285CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$1.4M0.32%4,617CommonNONE
147528103CASYCASEYS GEN STORES INC$1.4M0.32%2,547CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$1.4M0.31%6,653CommonNONE
74164M108PRIPRIMERICA INC$1.3M0.30%5,183CommonNONE
126650100CVSCVS HEALTH CORP$1.3M0.30%16,844CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.30%11,352CommonNONE
482480100KLACKLA CORP$1.3M0.29%1,070CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.29%2,634CommonNONE
031162100AMGNAMGEN INC$1.3M0.28%3,843CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.2M0.28%3,343CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.27%4,012CommonNONE
88339J105TTDTHE TRADE DESK INC$1.2M0.27%32,210CommonNONE
931142103WMTWALMART INC$1.2M0.27%10,877CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.27%4,496CommonNONE
443510607HUBBHUBBELL INC$1.2M0.27%2,662CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.2M0.26%7,382CommonNONE
46090E103QQQINVESCO QQQ TR$1.1M0.26%1,862CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.24%4,234CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.1M0.24%4,207CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.1M0.24%4,820CommonNONE
110448107BTIBRITISH AMERN TOB PLC$1.0M0.23%18,109CommonNONE
907818108UNPUNION PAC CORP$1.0M0.23%4,407CommonNONE
745867101PHMPULTE GROUP INC$1.0M0.23%8,626CommonNONE
59156R108METMETLIFE INC$948,3370.21%12,013CommonNONE
231021106CMICUMMINS INC$936,7240.21%1,835CommonNONE
911363109URIUNITED RENTALS INC$929,9090.21%1,149CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$929,2680.21%5,598CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$907,3090.20%1,602CommonNONE
537008104LFUSLITTELFUSE INC$906,7180.20%3,585CommonNONE
872540109TJXTJX COS INC NEW$898,7730.20%5,851CommonNONE
78463V107GLDSPDR GOLD TR$871,4860.20%2,199CommonNONE
512807306LRCXLAM RESEARCH CORP$871,1370.20%5,089CommonNONE
682189105ONON SEMICONDUCTOR CORP$864,8300.19%15,971CommonNONE
461202103INTUINTUIT$858,5160.19%1,296CommonNONE
002824100ABTABBOTT LABS$857,7900.19%6,846CommonNONE
922908751VBVANGUARD INDEX FDS$849,1710.19%3,292CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$848,3000.19%2,570CommonNONE
438516106HONHONEYWELL INTL INC$847,7530.19%4,345CommonNONE
855244109SBUXSTARBUCKS CORP$847,5560.19%10,065CommonNONE
369604301GEGE AEROSPACE$846,4660.19%2,748CommonNONE
040413205ANETARISTA NETWORKS INC$844,8810.19%6,448CommonNONE
79466L302CRMSALESFORCE INC$836,4530.19%3,158CommonNONE
375558103GILDGILEAD SCIENCES INC$829,3540.19%6,757CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$822,8710.18%3,942CommonNONE
064058100BKBANK NEW YORK MELLON CORP$812,3110.18%6,997CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$808,3320.18%3,622CommonNONE
464287655IWMISHARES TR$805,1900.18%3,271CommonNONE
48251W104KKRKKR & CO INC$804,0160.18%6,307CommonNONE
89832Q109TFCTRUIST FINL CORP$768,6600.17%15,620CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$755,3160.17%23,155CommonNONE
808513105SCHWSCHWAB CHARLES CORP$734,0390.16%7,347CommonNONE
00724F101ADBEADOBE INC$733,5790.16%2,096CommonNONE
464287200IVVISHARES TR$725,3520.16%1,059CommonNONE
291011104EMREMERSON ELEC CO$722,3050.16%5,442CommonNONE
09290D101BLKBLACKROCK INC$709,7200.16%663CommonNONE
055622104BPBP PLC$696,7880.16%20,063CommonNONE
548661107LOWLOWES COS INC$695,5540.16%2,884CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$692,8270.16%1,478CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$679,6460.15%4,009CommonNONE
82509L107SHOPSHOPIFY INC$673,4980.15%4,184CommonNONE
075887109BDXBECTON DICKINSON & CO$646,7220.14%3,332CommonNONE
29250N105ENBENBRIDGE INC$631,7860.14%13,209CommonNONE
278865100ECLECOLAB INC$630,8160.14%2,403CommonNONE
98978V103ZTSZOETIS INC$629,4980.14%5,003CommonNONE
20030N101CMCSACOMCAST CORP NEW$628,7830.14%21,037CommonNONE
11271J107BNBROOKFIELD CORP$609,0980.14%13,273CommonNONE
12572Q105CMECME GROUP INC$606,5610.14%2,221CommonNONE
172967424CCITIGROUP INC$606,5550.14%5,198CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$586,4530.13%667CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$586,0050.13%5,082CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$578,0180.13%8,988CommonNONE
097023105BABOEING CO$570,8090.13%2,629CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$557,7060.13%2,168CommonNONE
697435105PANWPALO ALTO NETWORKS INC$544,6790.12%2,957CommonNONE
674599105OXYOCCIDENTAL PETE CORP$542,6200.12%13,196CommonNONE
12504L109CBRECBRE GROUP INC$541,2190.12%3,366CommonNONE
254687106DISDISNEY WALT CO$526,2990.12%4,626CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$514,7910.12%2,781CommonNONE
516544103LNTHLANTHEUS HLDGS INC$507,2440.11%7,622CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$504,9160.11%6,864CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$497,3340.11%9,251CommonNONE
244199105DEDEERE & CO$496,2970.11%1,066CommonNONE
94106L109WMWASTE MGMT INC DEL$494,8260.11%2,252CommonNONE
311900104FASTFASTENAL CO$489,8470.11%12,207CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$487,9430.11%4,766CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$484,7490.11%2,761CommonNONE
922908629VOVANGUARD INDEX FDS$478,8720.11%1,650CommonNONE
337738108FISVFISERV INC$474,6900.11%7,067CommonNONE
969457100WMBWILLIAMS COS INC$469,3390.11%7,808CommonNONE
109641100EATBRINKER INTL INC$468,7370.11%3,266CommonNONE
172908105CTASCINTAS CORP$459,4720.10%2,443CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$457,9030.10%5,604CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$456,5330.10%1,007CommonNONE
743315103PGRPROGRESSIVE CORP$454,3010.10%1,995CommonNONE
65339F101NEENEXTERA ENERGY INC$454,2830.10%5,659CommonNONE
126408103CSXCSX CORP$453,3090.10%12,505CommonNONE
693506107PPGPPG INDS INC$451,3490.10%4,405CommonNONE
55354G100MSCIMSCI INC$436,0350.10%760CommonNONE
370334104GISGENERAL MLS INC$418,8260.09%9,007CommonNONE
125523100CITHE CIGNA GROUP$414,7720.09%1,507CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$413,4810.09%8,141CommonNONE
882508104TXNTEXAS INSTRS INC$409,7090.09%2,362CommonNONE
969904101WSMWILLIAMS SONOMA INC$405,9390.09%2,273CommonNONE
922908744VTVVANGUARD INDEX FDS$398,2140.09%2,085CommonNONE
N07059210ASMLASML HOLDING N V$395,8480.09%370CommonNONE
904767803ULUNILEVER PLC$383,5050.09%5,864CommonNONE
009158106APDAIR PRODS & CHEMS INC$378,9540.08%1,534CommonNONE
464287721IYWISHARES TR$363,6170.08%1,821CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$357,7420.08%4,666CommonNONE
219350105GLWCORNING INC$347,8760.08%3,973CommonNONE
458140100INTCINTEL CORP$346,8230.08%9,399CommonNONE
464287622IWBISHARES TR$343,1910.08%919CommonNONE
69331C108PCGPG&E CORP$341,7920.08%21,269CommonNONE
G3265R107APTVAPTIV PLC$341,7200.08%4,491CommonNONE
09260D107BXBLACKSTONE INC$331,8640.07%2,153CommonNONE
670100205NVONOVO-NORDISK A S$324,8180.07%6,384CommonNONE
922908736VUGVANGUARD INDEX FDS$321,9880.07%660CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$319,2700.07%229CommonNONE
G87110105FTITECHNIPFMC PLC$319,1390.07%7,162CommonNONE
574795100MASIMASIMO CORP$317,8660.07%2,444CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$313,9840.07%5,821CommonNONE
29414B104EPAMEPAM SYS INC$309,9830.07%1,513CommonNONE
06849F108BBARRICK MNG CORP$306,7660.07%7,044CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$305,3900.07%977CommonNONE
550021109LULULULULEMON ATHLETICA INC$302,5710.07%1,456CommonNONE
90384S303ULTAULTA BEAUTY INC$301,9000.07%499CommonNONE
863667101SYKSTRYKER CORPORATION$299,4690.07%852CommonNONE
026874784AIGAMERICAN INTL GROUP INC$298,6550.07%3,491CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$294,5430.07%55CommonNONE
749685103RPMRPM INTL INC$291,7280.07%2,805CommonNONE
464287465EFAISHARES TR$287,5130.06%2,994CommonNONE
14040H105COFCAPITAL ONE FINL CORP$286,9550.06%1,184CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$285,7550.06%8,654CommonNONE
G29183103ETNEATON CORP PLC$285,7040.06%897CommonNONE
00130H105AESAES CORP$285,1800.06%19,887CommonNONE
844741108LUVSOUTHWEST AIRLS CO$283,4000.06%6,857CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$281,0980.06%1,173CommonNONE
031100100AMEAMETEK INC$280,4540.06%1,366CommonNONE
046353108AZNNASTRAZENECA PLC$279,9270.06%3,045CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$277,5440.06%1,143CommonNONE
45168D104IDXXIDEXX LABS INC$273,3180.06%404CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$270,0240.06%466CommonNONE
56585A102MPCMARATHON PETE CORP$267,0380.06%1,642CommonNONE
285512109EAELECTRONIC ARTS INC$263,9940.06%1,292CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$261,5140.06%3,280CommonNONE
122017106BURLBURLINGTON STORES INC$260,2540.06%901CommonNONE
14149Y108CAHCARDINAL HEALTH INC$253,1850.06%1,232CommonNONE
651639106NEMNEWMONT CORP$251,9210.06%2,523CommonNONE
009066101ABNBAIRBNB INC$249,1820.06%1,836CommonNONE
771049103RBLXROBLOX CORP$246,2500.06%3,039CommonNONE
21036P108STZCONSTELLATION BRANDS INC$245,9830.06%1,783CommonNONE
88033G407THCTENET HEALTHCARE CORP$245,6180.06%1,236CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$242,2120.05%8,830CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$241,5310.05%9,911CommonNONE
74967X103RHRH$241,1360.05%1,346CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$235,6310.05%667CommonNONE
452308109ITWILLINOIS TOOL WKS INC$234,7560.05%953CommonNONE
87612E106TGTTARGET CORP$234,1940.05%2,396CommonNONE
833445109SNOWSNOWFLAKE INC$233,8380.05%1,066CommonNONE
87612G101TRGPTARGA RES CORP$233,7620.05%1,267CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$231,7400.05%1,249CommonNONE
02209S103MOALTRIA GROUP INC$229,4300.05%3,979CommonNONE
15101Q207CLSCELESTICA INC$226,4380.05%766CommonNONE
231561101CWCURTISS WRIGHT CORP$217,2000.05%394CommonNONE
872590104TMUST-MOBILE US INC$215,0190.05%1,059CommonNONE
760759100RSGREPUBLIC SVCS INC$214,9030.05%1,014CommonNONE
25809K105DASHDOORDASH INC$214,7030.05%948CommonNONE
366651107ITGARTNER INC$214,6900.05%851CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$212,6880.05%3,493CommonNONE
497266106KEXKIRBY CORP$210,3340.05%1,909CommonNONE
536797103LADLITHIA MTRS INC$207,7060.05%625CommonNONE
45867G101IDCCINTERDIGITAL INC$207,2670.05%651CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$203,9110.05%671CommonNONE
78464A854SPYMSPDR SERIES TRUST$203,2770.05%2,534CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$201,6380.05%526CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$143,3820.03%27,053CommonNONE
959802109WUWESTERN UN CO$139,1470.03%14,946CommonNONE
94724R108WEAVWEAVE COMMUNICATIONS INC$130,1690.03%17,150CommonNONE
904311107UAAUNDER ARMOUR INC$113,7930.03%22,896CommonNONE

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.