THOMA CAPITAL MANAGEMENT LLC

PrivateCIK: 2060298
Location

TOWSON, MD

53
Positions
$187.52M
Total AUM (reported)
1.43M
Total Shares

Allocation by class

TOTAL AUM$187.52M53 positions
TR UNIT$49.19M26.2%
ISHS 5-10YR INVT$36.04M19.2%
COM$31.10M16.6%
S&P 500 VAL ETF$30.11M16.1%
ST STR TECHN ETF$10.01M5.3%
10+ YR INVST GRD$7.95M4.2%
AMPLIFY CYBERSEC$7.06M3.8%

Portfolio Concentration

Top 361.5%4–1020.3%11–2510.3%Rest7.8%TOP 1081.9%0%100%
Top 3$115.34M61.5%
4–10$38.16M20.3%
11–25$19.33M10.3%
Rest$14.70M7.8%

Top 3 weight

61.5%

Top 10 weight

81.9%

Voting Authority Distribution

Total shares with voting rights: 1.43M

Sole

Full voting authority

1.43M

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)

Sole53
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings53
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares65.87K
TypeSH
Market value$49.19M
26.23%
Sole
65.87K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 5-10YR INVT
Shares677.77K
TypeSH
Market value$36.04M
19.22%
Sole
677.77K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P 500 VAL ETF
Shares132.59K
TypeSH
Market value$30.11M
16.06%
Sole
132.59K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares52.54K
TypeSH
Market value$10.01M
5.34%
Sole
52.54K
Shared
0.00
None
0.00

ISHARES TR

SOLE
10+ YR INVST GRD
Shares158.87K
TypeSH
Market value$7.95M
4.24%
Sole
158.87K
Shared
0.00
None
0.00

AMPLIFY ETF TR

SOLE
AMPLIFY CYBERSEC
Shares67.25K
TypeSH
Market value$7.06M
3.76%
Sole
67.25K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS 2000 GRW ETF
Shares14.42K
TypeSH
Market value$5.68M
3.03%
Sole
14.42K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares10.68K
TypeSH
Market value$3.09M
1.65%
Sole
10.68K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares8K
TypeSH
Market value$2.38M
1.27%
Sole
8K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares8.33K
TypeSH
Market value$1.99M
1.06%
Sole
8.33K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares8.64K
TypeSH
Market value$1.73M
0.92%
Sole
8.64K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares4.54K
TypeSH
Market value$1.69M
0.90%
Sole
4.54K
Shared
0.00
None
0.00

DEVON ENERGY CORP NEW

SOLE
COM
Shares40.55K
TypeSH
Market value$1.68M
0.89%
Sole
40.55K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares4.69K
TypeSH
Market value$1.67M
0.89%
Sole
4.69K
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
CL A COM
Shares5.72K
TypeSH
Market value$1.40M
0.75%
Sole
5.72K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares1.04K
TypeSH
Market value$1.25M
0.67%
Sole
1.04K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares4.34K
TypeSH
Market value$1.22M
0.65%
Sole
4.34K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares2.16K
TypeSH
Market value$1.22M
0.65%
Sole
2.16K
Shared
0.00
None
0.00

PRICE T ROWE GROUP INC

SOLE
COM
Shares10.31K
TypeSH
Market value$1.17M
0.62%
Sole
10.31K
Shared
0.00
None
0.00

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares8.37K
TypeSH
Market value$1.14M
0.61%
Sole
8.37K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares2.62K
TypeSH
Market value$1.10M
0.59%
Sole
2.62K
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares12.95K
TypeSH
Market value$1.05M
0.56%
Sole
12.95K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares2.44K
TypeSH
Market value$1.04M
0.56%
Sole
2.44K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.96K
TypeSH
Market value$980.3K
0.52%
Sole
1.96K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares2.77K
TypeSH
Market value$977.3K
0.52%
Sole
2.77K
Shared
0.00
None
0.00
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