MondegarAI
Matisse Capital

Q2 2025 · 13F-HR

Matisse Capitalholdings as filed

Filed 2025-07-23 · accession 0001668256-25-000005

$211.5M
Reported value
168
Positions
2025-06-30
Period end
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The Brief · Matisse Capital · Q2 2025

AI · grounded in 13F

Matisse Capital established a new position in AAPL worth $8.04M. The fund also initiated new stakes in MSFT for $7.72M and DGRO for $7.36M. Other new additions include ASNDUSD at $4.82M and TWN at $3.76M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$8.0M3.80%39,181CommonSOLE
594918104MSFTMICROSOFT CORP$7.7M3.65%15,523CommonSOLE
46434V621DGROISHARES TR$7.4M3.48%115,133CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$4.8M2.28%27,942CommonSOLE
874036106TWNTAIWAN FD INC$3.8M1.78%84,000CommonSOLE
169373107XXCHNXXCHINA FD INC$3.6M1.71%243,000CommonSOLE
592835102MXFMEXICO FD INC$3.6M1.70%205,000CommonSOLE
25065A502DMADESTRA MULTI-ALTERNATIVE FD$3.6M1.68%407,000CommonSOLE
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$3.4M1.62%819,900CommonSOLE
43010T104HGLBHIGHLAND GLOBAL ALLOCATION F$3.4M1.62%393,000CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC$3.4M1.62%342,000CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$3.3M1.56%20,042CommonSOLE
617468103XCAFXMORGAN STANLEY CHINA A SH FD$3.2M1.52%233,000CommonSOLE
43010E404HFROHIGHLAND OPPS & INCOME FD$3.2M1.52%617,000CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$3.2M1.50%180,000CommonSOLE
09662W109DMBBNY MELLON MUN BD INFRASTRUC$3.2M1.50%310,998CommonSOLE
155123102CETCENTRAL SECS CORP$3.1M1.47%65,000CommonSOLE
023135106AMZNAMAZON COM INC$2.9M1.39%13,395CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$2.8M1.34%222,839CommonSOLE
27901F109XTEAXTORTOISE SUSTAINABLE & SOCIA$2.8M1.31%227,000CommonSOLE
18914E106GLOCLOUGH GLOBAL OPPORTUNITIES$2.7M1.26%490,128CommonSOLE
922908595VBKVANGUARD INDEX FDS$2.6M1.25%9,554CommonSOLE
78081T104RGTROYCE GLOBAL TRUST INC$2.6M1.23%216,469CommonSOLE
02079K305GOOGLALPHABET INC$2.6M1.23%14,776CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$2.5M1.20%32,732CommonSOLE
592834105MXEMEXICO EQUITY & INCOME FD$2.5M1.18%237,827CommonSOLE
30303M102METAMETA PLATFORMS INC$2.4M1.15%3,291CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.4M1.14%24,670CommonSOLE
72201C109XPZCXPIMCO CALIF MUN INCOME FD II$2.4M1.12%379,553CommonSOLE
500634209KFKOREA FD INC$2.2M1.05%82,265CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$2.2M1.04%100,739CommonSOLE
922908611VBRVANGUARD INDEX FDS$2.1M0.98%10,652CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$2.0M0.95%230,000CommonSOLE
298768102EEAEUROPEAN EQUITY FD INC$1.9M0.91%188,070CommonSOLE
72200M108XPCKXPIMCO CALIF MUN INCOME FD II$1.9M0.91%358,504CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERA$1.9M0.90%129,790CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M0.90%1,913CommonSOLE
G29183103ETNEATON CORP PLC$1.8M0.87%5,145CommonSOLE
617477104EDDMORGAN STANLEY EMERGING MKTS$1.8M0.86%355,711CommonSOLE
72200Y102PNIPIMCO NEW YORK MUN FD II$1.7M0.82%257,835CommonSOLE
72200T103PIMCO NEW YORK MUN INCOME FD$1.6M0.78%236,000CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$1.6M0.78%166,367CommonSOLE
24610T108VFLABRDN NATL MUN INCOME FD$1.6M0.78%170,000CommonSOLE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$1.6M0.76%273,100CommonSOLE
33848E106PFOFLAHERTY & CRUMRINE PFD INCO$1.6M0.75%170,775CommonSOLE
338480106PFDFLAHERTY & CRUMRINE PFD INCO$1.5M0.72%134,805CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$1.5M0.69%44,100CommonSOLE
00766T100ACMAECOM$1.4M0.67%12,611CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.4M0.65%75,310CommonSOLE
31423P108FMNFEDERATED HERMES PREM MUNI I$1.4M0.65%128,815CommonSOLE
18913Y103GLVCLOUGH GLOBAL DIVID & INCOME$1.4M0.65%241,195CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M0.65%8,649CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.63%4,631CommonSOLE
64124P101NBHNEUBERGER BERMAN MUN FD INC$1.3M0.63%135,900CommonSOLE
464288281EMBISHARES TR$1.3M0.63%14,300CommonSOLE
72200N106XPCQXPIMCO CALIF MUN INCOME FD$1.3M0.61%151,306CommonSOLE
338479108FLCFLAHERTY & CRUMRINE TOTAL RE$1.3M0.61%76,304CommonSOLE
92826C839VVISA INC$1.3M0.61%3,638CommonSOLE
76882G107OPPRIVERNORTH DOUBLELINE STRATE$1.3M0.61%150,538CommonSOLE
10537L104BWGBRANDYWINEGBL GBL INCM OPP F$1.2M0.59%149,900CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.57%2,483CommonSOLE
25434V740DFEVDIMENSIONAL ETF TRUST$1.2M0.56%39,760CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$1.2M0.55%20,360CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.54%10,534CommonSOLE
464287234EEMISHARES TR$1.1M0.52%22,990CommonSOLE
09254X101MUJBLACKROCK MUNIHLDGS NJ QLTY$1.1M0.52%100,700CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.52%12,010CommonSOLE
931142103WMTWALMART INC$1.0M0.49%10,617CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.0M0.48%9,705CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$989,6590.47%56,714CommonSOLE
09290D101BLKBLACKROCK INC$986,2950.47%940CommonSOLE
925050106VRNAVERONA PHARMA PLC$973,6070.46%10,294CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$965,1630.46%18,290CommonSOLE
36249W104GGZGABELLI GLOBAL SMALL & MID C$957,0290.45%71,849CommonSOLE
64110D104NTAPNETAPP INC$926,8780.44%8,699CommonSOLE
036752103ELVELEVANCE HEALTH INC$914,0560.43%2,350CommonSOLE
097023105BABOEING CO$885,6830.42%4,227CommonSOLE
59318E102CMUMFS HIGH YIELD MUN TR$873,1530.41%262,208CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$816,9490.39%3,607CommonSOLE
G8473T100STESTERIS PLC$816,0270.39%3,397CommonSOLE
09254L107MUCBLACKROCK MUNIHLDNGS CALI QL$813,5100.38%78,600CommonSOLE
032654105ADIANALOG DEVICES INC$810,6960.38%3,406CommonSOLE
72201E105PIMCO NEW YORK MUN INCOME FD$774,7710.37%147,857CommonSOLE
747525103QCOMQUALCOMM INC$752,8220.36%4,727CommonSOLE
92204A405VFHVANGUARD WORLD FD$747,3780.35%5,871CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$746,8180.35%1,329CommonSOLE
46435G326IDEVISHARES TR$732,4170.35%9,632CommonSOLE
00301W105AEFABRDN EMERGING MARKETS EX CH$694,8320.33%116,975CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$690,5620.33%12,113CommonSOLE
548661107LOWLOWES COS INC$687,3530.32%3,098CommonSOLE
654106103NKENIKE INC$685,5360.32%9,650CommonSOLE
09248L106XBNYXBLACKROCK N Y MUN INCOME TRU$676,1360.32%69,921CommonSOLE
922908363VOOVANGUARD INDEX FDS$672,1500.32%1,183CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$664,9200.31%12,000CommonSOLE
59318B108CXHMFS INVT GRADE MUN TR$659,9510.31%86,381CommonSOLE
244199105DEDEERE & CO$650,8670.31%1,280CommonSOLE
880191101EMFTEMPLETON EMERGING MKTS FD$648,2340.31%44,430CommonSOLE
31428X106FDXFEDEX CORP$646,2420.31%2,843CommonSOLE
97717W281DGSWISDOMTREE TR$636,2540.30%11,518CommonSOLE
92189H300EMLCVANECK ETF TRUST$631,2150.30%24,900CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$627,0720.30%4,600CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNI INC$621,7620.29%49,190CommonSOLE
67077M108NTRNUTRIEN LTD$597,3090.28%10,256CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$593,8650.28%961CommonSOLE
72201R882ZROZPIMCO ETF TR$583,5090.28%8,700CommonSOLE
64110L106NFLXNETFLIX INC$575,8260.27%430CommonSOLE
337738108FISVFISERV INC$559,9880.26%3,248CommonSOLE
46435U556ARTYISHARES TR$531,4060.25%12,961CommonSOLE
153436100CEECENTRAL & EASTERN EUROPE FD$527,6020.25%33,995CommonSOLE
907818108UNPUNION PAC CORP$527,1130.25%2,291CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$524,7380.25%1,133CommonSOLE
18914C100XGLQXCLOUGH GLOBAL EQUITY FD$523,4930.25%73,483CommonSOLE
437076102HDHOME DEPOT INC$520,9950.25%1,421CommonSOLE
577125826MINVMATTHEWS ASIA FDS$497,3500.24%15,928CommonSOLE
46090E103QQQINVESCO QQQ TR$468,0500.22%848CommonSOLE
534187109LNCLINCOLN NATL CORP IND$467,1000.22%13,500CommonSOLE
855244109SBUXSTARBUCKS CORP$464,3810.22%5,068CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$458,8730.22%45,659CommonSOLE
95766Q106XWIAXWESTERN ASST INFLTN LKD INM$447,3340.21%53,254CommonSOLE
260003108DOVDOVER CORP$423,8110.20%2,313CommonSOLE
26922A420QTUMETF SER SOLUTIONS$395,0800.19%4,303CommonSOLE
464287598IWDISHARES TR$390,4410.18%2,010CommonSOLE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$389,4450.18%23,907CommonSOLE
670972108XNQPXNUVEEN PENNSYLVANIA QLT MUN$386,4170.18%34,440CommonSOLE
464287614IWFISHARES TR$385,0940.18%907CommonSOLE
577125818MEMMATTHEWS ASIA FDS$380,2770.18%11,700CommonSOLE
902973304USBUS BANCORP DEL$355,5750.17%7,858CommonSOLE
922908736VUGVANGUARD INDEX FDS$352,4740.17%804CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$351,5120.17%7,107CommonSOLE
17275R102CSCOCISCO SYS INC$343,4140.16%4,950CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$338,0170.16%9,431CommonSOLE
464287200IVVISHARES TR$334,0440.16%538CommonSOLE
35473P611FLIAFRANKLIN TEMPLETON ETF TR$320,4240.15%15,600CommonSOLE
458140100INTCINTEL CORP$319,0210.15%14,242CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$318,0000.15%4,000CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$314,0690.15%2,337CommonSOLE
166764100CVXCHEVRON CORP NEW$312,6710.15%2,184CommonSOLE
25434V864DFSDDIMENSIONAL ETF TRUST$312,0650.15%6,500CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$310,3440.15%6,700CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$304,2720.14%7,200CommonSOLE
922908769VTIVANGUARD INDEX FDS$302,4100.14%995CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$302,1800.14%10,438CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$299,8100.14%7,000CommonSOLE
368802104GAMGENERAL AMERN INVS CO INC$297,0120.14%5,300CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNS F$293,5350.14%29,650CommonSOLE
369550108GDGENERAL DYNAMICS CORP$291,6600.14%1,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$284,2050.13%911CommonSOLE
717081103PFEPFIZER INC$281,8380.13%11,627CommonSOLE
478160104JNJJOHNSON & JOHNSON$278,0580.13%1,820CommonSOLE
92204A702VGTVANGUARD WORLD FD$273,4500.13%412CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$267,9640.13%2,085CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$267,8630.13%2,940CommonSOLE
46133G107IQIINVESCO QUALITY MUN INCOME T$267,7520.13%28,545CommonSOLE
59318D104CXEMFS HIGH INCOME MUN TR$261,6620.12%73,090CommonSOLE
742718109PGPROCTER AND GAMBLE CO$260,1700.12%1,633CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$247,2500.12%1,000CommonSOLE
092481100BHVBLACKROCK VA MUN BD TR$242,7620.11%23,365CommonSOLE
922908751VBVANGUARD INDEX FDS$236,0320.11%996CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$235,2650.11%8,503CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$229,8620.11%423CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$228,4800.11%4,200CommonSOLE
92189F676SMHVANECK ETF TRUST$217,5260.10%780CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUN BD$182,7280.09%32,630CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$179,5680.08%26,100CommonSOLE
361570104GDLGDL FD$141,3970.07%16,947CommonSOLE
269451100XXGRFXXEAGLE CAP GROWTH FD INC$126,8000.06%12,860CommonSOLE
292671708UUUUENERGY FUELS INC$94,8920.04%16,503CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$72,7550.03%11,193CommonSOLE

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.