Objective-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BABA",
  null,
  "GOOGL",
  "PTY",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "KKR",
  null,
  null,
  null,
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  null,
  null,
  null,
  "VO",
  "VV",
  null,
  "VIG",
  null,
  null,
  "EW",
  "AMZN",
  null,
  null,
  "HBAN",
  "VGT",
  "VEA",
  "VB",
  null,
  null,
  null,
  null,
  "DIA",
  null,
  "DGRO",
  null,
  null,
  "BRK-A",
  "BRK-B",
  "LNG",
  null,
  "QQQ",
  "IWM",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 77
Total Value: 78397584
Accession Number: 0001667731-25-000601
Form Type: 13F-HR
CIK: objective-capital-management
Manager Name: Objective-Capital-Management

Data Enrichment

55% identified

42 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

77 positions • $78.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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KINDER MORGAN, INC.

KMI|49456B101

Shares:10.3K

Value:$295.1K

% of Portfolio:0.4% ($295.1K/$78.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.2K

Value:$290.7K

% of Portfolio:0.4% ($290.7K/$78.4M)

78464A631

Shares:1.8K

Value:$287.1K

% of Portfolio:0.4% ($287.1K/$78.4M)

KKR & Co. Inc.

KKR|48251W104

Shares:2.4K

Value:$272.1K

% of Portfolio:0.3% ($272.1K/$78.4M)

69344A834

Shares:5.1K

Value:$264.0K

% of Portfolio:0.3% ($264.0K/$78.4M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:17.4K

Value:$261.5K

% of Portfolio:0.3% ($261.5K/$78.4M)

33739H101

Shares:10.0K

Value:$255.5K

% of Portfolio:0.3% ($255.5K/$78.4M)

464287762

Shares:4.1K

Value:$246.8K

% of Portfolio:0.3% ($246.8K/$78.4M)

97717X651

Shares:5.2K

Value:$240.8K

% of Portfolio:0.3% ($240.8K/$78.4M)

389637109

Shares:3.4K

Value:$221.6K

% of Portfolio:0.3% ($221.6K/$78.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.6K

Value:$219.4K

% of Portfolio:0.3% ($219.4K/$78.4M)

464287721

Shares:1.5K

Value:$215.1K

% of Portfolio:0.3% ($215.1K/$78.4M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:1.6K

Value:$211.6K

% of Portfolio:0.3% ($211.6K/$78.4M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:394

Value:$210.2K

% of Portfolio:0.3% ($210.2K/$78.4M)

464287432

Shares:2.3K

Value:$208.7K

% of Portfolio:0.3% ($208.7K/$78.4M)

72201R874

Shares:4.1K

Value:$205.4K

% of Portfolio:0.3% ($205.4K/$78.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.7K

Value:$201.9K

% of Portfolio:0.3% ($201.9K/$78.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KINDER MORGAN, INC.(KMIcusip49456B101)	10.3K	QoQ +10.78% (+1.0K) YoY NEW(+10.3K)	All Managers (Combined)	$295.1K	0.4% ($295.1K/$78.4M)	QoQ +15.35% (+$39.3K) YoY NEW(+$295.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.2K	QoQ -29.01% (-1.3K) YoY -31.42% (-1.5K)	All Managers (Combined)	$290.7K	0.4% ($290.7K/$78.4M)	QoQ -35.94% (-$163.1K) YoY -53.35% (-$332.5K)
(cusip78464A631)✕	1.8K	QoQ 0.00% (-0) YoY +0.05% (+1)	All Managers (Combined)	$287.1K	0.4% ($287.1K/$78.4M)	QoQ -3.09% (-$9.2K) YoY +14.37% (+$36.1K)
KKR & Co. Inc.(KKRcusip48251W104)	2.4K	QoQ 0.00% (-0) YoY +0.08% (+2)	All Managers (Combined)	$272.1K	0.3% ($272.1K/$78.4M)	QoQ -21.82% (-$75.9K) YoY +15.03% (+$35.6K)
(cusip69344A834)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$264.0K	0.3% ($264.0K/$78.4M)	QoQ NEW(+$264.0K) YoY NEW(+$264.0K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	17.4K	QoQ +0.95% (-164) YoY +4.07% (+682)	All Managers (Combined)	$261.5K	0.3% ($261.5K/$78.4M)	QoQ -6.87% (-$19.3K) YoY +11.98% (+$28.0K)
(cusip33739H101)✕	10.0K	QoQ -8.32% (-909) YoY -6.34% (-678)	All Managers (Combined)	$255.5K	0.3% ($255.5K/$78.4M)	QoQ -2.22% (-$5.8K) YoY +0.76% (-$1.9K)
(cusip464287762)✕	4.1K	QoQ +0.14% (+6) YoY +4.53% (+176)	All Managers (Combined)	$246.8K	0.3% ($246.8K/$78.4M)	QoQ +4.64% (+$11.0K) YoY +2.82% (+$6.8K)
(cusip97717X651)✕	5.2K	QoQ +0.27% (-14) YoY +24.05% (+1.0K)	All Managers (Combined)	$240.8K	0.3% ($240.8K/$78.4M)	QoQ -8.98% (-$23.8K) YoY +16.19% (+$33.6K)
(cusip389637109)✕	3.4K	QoQ 0.00% (-0) YoY -20.00% (-850)	All Managers (Combined)	$221.6K	0.3% ($221.6K/$78.4M)	QoQ -11.95% (-$30.1K) YoY -17.46% (-$46.9K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.6K	QoQ -8.89% (-254) YoY NEW(+2.6K)	All Managers (Combined)	$219.4K	0.3% ($219.4K/$78.4M)	QoQ +1.66% (-$3.6K) YoY NEW(+$219.4K)
(cusip464287721)✕	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$215.1K	0.3% ($215.1K/$78.4M)	QoQ -11.93% (-$29.1K) YoY NEW(+$215.1K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$211.6K	0.3% ($211.6K/$78.4M)	QoQ NEW(+$211.6K) YoY NEW(+$211.6K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	394	QoQ +0.25% (-1) YoY +1.28% (-5)	All Managers (Combined)	$210.2K	0.3% ($210.2K/$78.4M)	QoQ -6.01% (-$13.4K) YoY -2.98% (-$6.5K)
(cusip464287432)✕	2.3K	QoQ NEW(+2.3K) YoY -64.61% (-4.2K)	All Managers (Combined)	$208.7K	0.3% ($208.7K/$78.4M)	QoQ NEW(+$208.7K) YoY -65.96% (-$404.5K)
(cusip72201R874)✕	4.1K	QoQ +0.46% (+19) YoY NEW(+4.1K)	All Managers (Combined)	$205.4K	0.3% ($205.4K/$78.4M)	QoQ +0.83% (+$1.7K) YoY NEW(+$205.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.7K	QoQ -63.51% (-3.0K) YoY -65.71% (-3.3K)	All Managers (Combined)	$201.9K	0.3% ($201.9K/$78.4M)	QoQ -59.66% (-$298.7K) YoY -64.92% (-$373.8K)