FOURPATH CAPITAL MANAGEMENT, LLC

PrivateCIK: 1894484
Location

OKLAHOMA CITY, OK

218
Positions
$697.04M
Total AUM (reported)
8.92M
Total Shares

Allocation by class

TOTAL AUM$697.04M218 positions
COM$340.62M48.9%
FLOATNG RAT TREA$58.63M8.4%
ISHARES NEW$34.08M4.9%
COM NEW$21.72M3.1%
CL A$20.87M3.0%
SHORT QQQ$17.77M2.5%
SHORT S&P 500 NE$17.62M2.5%

Portfolio Concentration

Top 322.5%4–1018.2%11–2520.6%Rest38.7%TOP 1040.8%0%100%
Top 3$157.09M22.5%
4–10$127.15M18.2%
11–25$143.38M20.6%
Rest$269.43M38.7%

Top 3 weight

22.5%

Top 10 weight

40.8%

Voting Authority Distribution

Total shares with voting rights: 8.92M

Sole

Full voting authority

8.92M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole218
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings218
Rows:

WALMART INC

SOLE
COM
Shares518K
TypeSH
Market value$64.38M
9.24%
Sole
518K
Shared
0.00
None
0.00

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares1.16M
TypeSH
Market value$58.63M
8.41%
Sole
1.16M
Shared
0.00
None
0.00

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares386.57K
TypeSH
Market value$34.08M
4.89%
Sole
386.57K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares172.04K
TypeSH
Market value$29.19M
4.19%
Sole
172.04K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
SHORT QQQ
Shares552.02K
TypeSH
Market value$17.77M
2.55%
Sole
552.02K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
SHORT S&P 500 NE
Shares464.67K
TypeSH
Market value$17.62M
2.53%
Sole
464.67K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares890.41K
TypeSH
Market value$17.18M
2.47%
Sole
890.41K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares38.95K
TypeSH
Market value$16.76M
2.40%
Sole
38.95K
Shared
0.00
None
0.00

ETF OPPORTUNITIES TRUST

SOLE
HEDGEYE FOURTH T
Shares554.39K
TypeSH
Market value$14.76M
2.12%
Sole
554.39K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares54.62K
TypeSH
Market value$13.86M
1.99%
Sole
54.62K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares13.62K
TypeSH
Market value$12.53M
1.80%
Sole
13.62K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares17.38K
TypeSH
Market value$12.31M
1.77%
Sole
17.38K
Shared
0.00
None
0.00

FEDERATED HERMES ETF TRUST

SOLE
US STRATEGIC DIV
Shares394.61K
TypeSH
Market value$12.15M
1.74%
Sole
394.61K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares196.65K
TypeSH
Market value$12.05M
1.73%
Sole
196.65K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares46.21K
TypeSH
Market value$11.21M
1.61%
Sole
46.21K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
OIL SERVICES ETF
Shares26.79K
TypeSH
Market value$10.83M
1.55%
Sole
26.79K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares29.23K
TypeSH
Market value$10.82M
1.55%
Sole
29.23K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares35.31K
TypeSH
Market value$8.63M
1.24%
Sole
35.31K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares64.95K
TypeSH
Market value$8.21M
1.18%
Sole
64.95K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
SHS
Shares92.36K
TypeSH
Market value$8.00M
1.15%
Sole
92.36K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
TRENDP US LAR CP
Shares152.48K
TypeSH
Market value$8.00M
1.15%
Sole
152.48K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares26.05K
TypeSH
Market value$7.47M
1.07%
Sole
26.05K
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares102.47K
TypeSH
Market value$7.46M
1.07%
Sole
102.47K
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares12.23K
TypeSH
Market value$6.89M
0.99%
Sole
12.23K
Shared
0.00
None
0.00

CHENIERE ENERGY INC

SOLE
COM NEW
Shares24.04K
TypeSH
Market value$6.82M
0.98%
Sole
24.04K
Shared
0.00
None
0.00
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