PINE VALLEY INVESTMENTS LTD LIABILITY CO

PrivateCIK: 1975417
Location

MARLTON, NJ

607
Positions
$2.53B
Total AUM (reported)
39.92M
Total Shares

Allocation by class

TOTAL AUM$2.53B607 positions
COM$1.29B50.8%
TR UNIT$160.78M6.3%
ISHARES$71.13M2.8%
CL A$53.52M2.1%
UNIT SER 1$49.76M2.0%
COM NEW$45.64M1.8%
CAP STK CL C$37.11M1.5%

Portfolio Concentration

Top 310.1%4–1013.7%11–2517.5%Rest58.8%TOP 1023.7%0%100%
Top 3$254.73M10.1%
4–10$346.78M13.7%
11–25$442.52M17.5%
Rest$1.49B58.8%

Top 3 weight

10.1%

Top 10 weight

23.7%

Voting Authority Distribution

Total shares with voting rights: 39.92M

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

39.92M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole607
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings607
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares150.23K
TypeSH
Market value$112.39M
4.44%
Sole
0.00
Shared
0.00
None
150.23K

APPLE INC

SOLE
COM
Shares253.63K
TypeSH
Market value$73.39M
2.90%
Sole
0.00
Shared
0.00
None
253.63K

NVIDIA CORPORATION

SOLE
COM
Shares344.58K
TypeSH
Market value$68.95M
2.72%
Sole
0.00
Shared
0.00
None
344.58K

ISHARES SILVER TR

SOLE
ISHARES
Shares1.27M
TypePRN
Market value$67.79M
2.68%
Sole
0.00
Shared
0.00
None
1.27M

GLOBAL PMTS INC

SOLE
COM
Shares704.86K
TypeSH
Market value$51.14M
2.02%
Sole
0.00
Shared
0.00
None
704.86K

CENTENE CORP DEL

SOLE
COM
Shares764.10K
TypeSH
Market value$49.05M
1.94%
Sole
0.00
Shared
0.00
None
764.10K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares64.80K
TypePRN
Market value$48.39M
1.91%
Sole
0.00
Shared
0.00
None
64.80K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares63.33K
TypeSH
Market value$46.67M
1.84%
Sole
0.00
Shared
0.00
None
63.33K

CELANESE CORP DEL

SOLE
COM
Shares943.76K
TypeSH
Market value$43.41M
1.71%
Sole
0.00
Shared
0.00
None
943.76K

MICROSOFT CORP

SOLE
COM
Shares108.10K
TypeSH
Market value$40.32M
1.59%
Sole
0.00
Shared
0.00
None
108.10K

MOLINA HEALTHCARE INC

SOLE
COM
Shares168.69K
TypeSH
Market value$38.58M
1.52%
Sole
0.00
Shared
0.00
None
168.69K

GRAPHIC PACKAGING HLDG CO

SOLE
COM
Shares3.50M
TypeSH
Market value$37.19M
1.47%
Sole
0.00
Shared
0.00
None
3.50M

ALPHABET INC

SOLE
CAP STK CL C
Shares104.93K
TypeSH
Market value$37.07M
1.46%
Sole
0.00
Shared
0.00
None
104.93K

AMAZON COM INC

SOLE
COM
Shares138.87K
TypeSH
Market value$33.10M
1.31%
Sole
0.00
Shared
0.00
None
138.87K

HARLEY DAVIDSON INC

SOLE
COM
Shares1.33M
TypeSH
Market value$32.46M
1.28%
Sole
0.00
Shared
0.00
None
1.33M

VICTORY PORTFOLIOS II

SOLE
CORE BD ETF
Shares664.60K
TypeSH
Market value$31.13M
1.23%
Sole
0.00
Shared
0.00
None
664.60K

JOHNSON & JOHNSON

SOLE
COM
Shares116.19K
TypeSH
Market value$29.51M
1.16%
Sole
0.00
Shared
0.00
None
116.19K

COLUMBIA ETF TR I

SOLE
CORE BOND ETF
Shares978.22K
TypeSH
Market value$29.33M
1.16%
Sole
0.00
Shared
0.00
None
978.22K

ALPHABET INC

SOLE
CAP STK CL A
Shares80.66K
TypeSH
Market value$28.82M
1.14%
Sole
0.00
Shared
0.00
None
80.66K

ADT INC DEL

SOLE
COM
Shares4.16M
TypeSH
Market value$27.16M
1.07%
Sole
0.00
Shared
0.00
None
4.16M

FIRST TR EXCHANGE-TRADED FD

SOLE
CORE INVESTMENT
Shares1.20M
TypeSH
Market value$25.11M
0.99%
Sole
0.00
Shared
0.00
None
1.20M

FIDELITY NATL INFORMATION SV

SOLE
COM
Shares626.41K
TypeSH
Market value$24.35M
0.96%
Sole
0.00
Shared
0.00
None
626.41K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares296.01K
TypeSH
Market value$23.99M
0.95%
Sole
0.00
Shared
0.00
None
296.01K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares445.47K
TypeSH
Market value$22.54M
0.89%
Sole
0.00
Shared
0.00
None
445.47K

META PLATFORMS INC

SOLE
CL A
Shares39.32K
TypeSH
Market value$22.15M
0.87%
Sole
0.00
Shared
0.00
None
39.32K
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