OV MANAGEMENT LLC

PrivateCIK: 2010766
Location

MINNEAPOLIS, MN

53
Positions
$49.02M
Total AUM (reported)
3.80M
Total Shares

Allocation by class

TOTAL AUM$49.02M53 positions
COM$46.90M95.7%
CL A$735.6K1.5%
COM CL A$649.7K1.3%
CAP STK CL A$591.2K1.2%
CL A COM$142.3K0.3%

Portfolio Concentration

Top 377.6%4–106.2%11–258.7%Rest7.5%TOP 1083.8%0%100%
Top 3$38.05M77.6%
4–10$3.02M6.2%
11–25$4.26M8.7%
Rest$3.69M7.5%

Top 3 weight

77.6%

Top 10 weight

83.8%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
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)

Sole53
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings53
Rows:

Palmer Square Capital BDC Inc

SOLE
COM
Shares3.73M
TypeSH
Market value$36.44M
74.34%
Sole
0.00
Shared
0.00
None
0.00

Nvidia Corporation

SOLE
COM
Shares5.10K
TypeSH
Market value$889.6K
1.81%
Sole
0.00
Shared
0.00
None
0.00

Apple Inc

SOLE
COM
Shares2.82K
TypeSH
Market value$715.2K
1.46%
Sole
0.00
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares1.78K
TypeSH
Market value$657.4K
1.34%
Sole
0.00
Shared
0.00
None
0.00

Alphabet Inc

SOLE
CAP STK CL A
Shares2.06K
TypeSH
Market value$591.2K
1.21%
Sole
0.00
Shared
0.00
None
0.00

Amazon Com Inc

SOLE
COM
Shares2.03K
TypeSH
Market value$422.2K
0.86%
Sole
0.00
Shared
0.00
None
0.00

Diamondback Energy Inc

SOLE
COM
Shares1.83K
TypeSH
Market value$362.7K
0.74%
Sole
0.00
Shared
0.00
None
0.00

Meta Platforms Inc

SOLE
CL A
Shares583.00
TypeSH
Market value$333.6K
0.68%
Sole
0.00
Shared
0.00
None
0.00

Merck & Co Inc

SOLE
COM
Shares2.75K
TypeSH
Market value$330.9K
0.68%
Sole
0.00
Shared
0.00
None
0.00

Texas Instrs Inc

SOLE
COM
Shares1.64K
TypeSH
Market value$318.6K
0.65%
Sole
0.00
Shared
0.00
None
0.00

Hershey Co

SOLE
COM
Shares1.53K
TypeSH
Market value$317.9K
0.65%
Sole
0.00
Shared
0.00
None
0.00

TJX Cos Inc New

SOLE
COM
Shares1.99K
TypeSH
Market value$317.3K
0.65%
Sole
0.00
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares1.26K
TypeSH
Market value$308.7K
0.63%
Sole
0.00
Shared
0.00
None
0.00

Visa Inc

SOLE
COM CL A
Shares1.02K
TypeSH
Market value$308.6K
0.63%
Sole
0.00
Shared
0.00
None
0.00

Costco WHSL Corp

SOLE
COM
Shares306.00
TypeSH
Market value$304.9K
0.62%
Sole
0.00
Shared
0.00
None
0.00

Servicenow Inc

SOLE
COM
Shares2.90K
TypeSH
Market value$302.8K
0.62%
Sole
0.00
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

SOLE
COM
Shares2.60K
TypeSH
Market value$300.8K
0.61%
Sole
0.00
Shared
0.00
None
0.00

Deere & Co

SOLE
COM
Shares526.00
TypeSH
Market value$296.3K
0.60%
Sole
0.00
Shared
0.00
None
0.00

McDonalds Corp

SOLE
COM
Shares918.00
TypeSH
Market value$285.3K
0.58%
Sole
0.00
Shared
0.00
None
0.00

Delta Air Lines Inc

SOLE
COM
Shares3.97K
TypeSH
Market value$263.8K
0.54%
Sole
0.00
Shared
0.00
None
0.00

MORGAN STANLEY COM STK USD0.01

SOLE
COM
Shares1.59K
TypeSH
Market value$262.0K
0.53%
Sole
0.00
Shared
0.00
None
0.00

Allstate Corp

SOLE
COM
Shares1.25K
TypeSH
Market value$258.1K
0.53%
Sole
0.00
Shared
0.00
None
0.00

Broadcom Inc

SOLE
COM
Shares796.00
TypeSH
Market value$246.4K
0.50%
Sole
0.00
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares1.69K
TypeSH
Market value$244.1K
0.50%
Sole
0.00
Shared
0.00
None
0.00

ROLLINS INC

SOLE
COM
Shares4.54K
TypeSH
Market value$242.5K
0.49%
Sole
0.00
Shared
0.00
None
0.00
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