Savoie-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AKAM",
  null,
  "ARM",
  "FWONK",
  "MU",
  "MMM",
  "ADBE",
  "AIG",
  "BATRK",
  "ASML",
  "CAT",
  "AVGO",
  "CCI",
  "LLYVA",
  null,
  "FCX",
  "GIS",
  "HD",
  "MCD",
  "QCOM",
  "HWM",
  "AMAT",
  "META",
  "LUNR",
  null,
  "FWONA",
  null,
  "LIN",
  null,
  null,
  "MA",
  "MSFT",
  "KLAC",
  "PANW",
  "PEP",
  "IRM",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "LMT",
  "PG",
  null,
  "SHOP",
  "RIO",
  "RTX",
  "AMT",
  "SYK",
  "TRV",
  "UPS",
  "AAP",
  "LBRDA",
  null,
  "WY",
  null,
  "TSM",
  null,
  "GBX",
  "AMD",
  "WAB",
  "AMZN",
  "HCA",
  "V",
  "WMT",
  "SCHD",
  "NOK",
  "LBRDK",
  "NXPI",
  "LLYVK",
  "MGM",
  "MNDY",
  "CRM",
  "SWKS",
  "RDDT",
  "KMB",
  "BAC",
  "BA",
  "CVX",
  "KO",
  "CMCSA",
  "COP",
  "GLW",
  "CTVA",
  "FANG",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "AWK",
  "APO",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 94
Total Value: 839141734
Accession Number: 0002001471-25-000002
Form Type: 13F-HR
CIK: savoie-capital
Manager Name: Savoie-Capital

Data Enrichment

89% identified

84 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $839.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Walmart Inc.

WMT|931142103

Shares:17.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$839.1M)

monday.com Ltd.

MNDY|M7S64H106

Shares:6.2K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$839.1M)

Howmet Aerospace Inc.

HWM|443201108

Shares:13.3K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$839.1M)

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:14.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$839.1M)

CATERPILLAR INC

CAT|149123101

Shares:3.5K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$839.1M)

GREENBRIER COMPANIES INC

GBX|393657101

Shares:20.5K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$839.1M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:11.5K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$839.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:6.4K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$839.1M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:11.3K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$839.1M)

NOKIA CORP

NOK|654902204

Shares:225.0K

Value:$996.8K

% of Portfolio:0.1% ($996.8K/$839.1M)

92189H607

Shares:3.6K

Value:$976.4K

% of Portfolio:0.1% ($976.4K/$839.1M)

MCDONALDS CORP

MCD|580135101

Shares:3.1K

Value:$907.1K

% of Portfolio:0.1% ($907.1K/$839.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.9K

Value:$905.3K

% of Portfolio:0.1% ($905.3K/$839.1M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:6.3K

Value:$821.8K

% of Portfolio:0.1% ($821.8K/$839.1M)

COCA COLA CO

KO|191216100

Shares:12.5K

Value:$779.7K

% of Portfolio:0.1% ($779.7K/$839.1M)

Atlanta Braves Holdings, Inc.

BATRK|047726302

Shares:19.9K

Value:$760.1K

% of Portfolio:0.1% ($760.1K/$839.1M)

664925708

Shares:50.2K

Value:$746.7K

% of Portfolio:0.1% ($746.7K/$839.1M)

GENERAL MILLS INC

GIS|370334104

Shares:11.3K

Value:$721.4K

% of Portfolio:0.1% ($721.4K/$839.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:10.0K

Value:$716.9K

% of Portfolio:0.1% ($716.9K/$839.1M)

PEPSICO INC

PEP|713448108

Shares:4.7K

Value:$707.1K

% of Portfolio:0.1% ($707.1K/$839.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	17.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$839.1M)	QoQ 0.00% (+$0) YoY +50.15% (+$523.1K)
monday.com Ltd.(MNDYcusipM7S64H106)	6.2K	QoQ 0.00% (+0) YoY +93.75% (+3.0K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$839.1M)	QoQ 0.00% (+$0) YoY +101.95% (+$736.9K)
Howmet Aerospace Inc.(HWMcusip443201108)	13.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$839.1M)	QoQ 0.00% (+$0) YoY +59.82% (+$545.9K)
AKAMAI TECHNOLOGIES INC(AKAMcusip00971T101)	14.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$839.1M)	QoQ 0.00% (+$0) YoY -12.05% (-$195.3K)
CATERPILLAR INC(CATcusip149123101)	3.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$839.1M)	QoQ 0.00% (+$0) YoY -1.00% (-$12.7K)
GREENBRIER COMPANIES INC(GBXcusip393657101)	20.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$839.1M)	QoQ 0.00% (+$0) YoY +17.06% (+$182.2K)
IRON MOUNTAIN INC(IRMcusip46284V101)	11.5K	QoQ 0.00% (+0) YoY +9.48% (+1.0K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$839.1M)	QoQ 0.00% (+$0) YoY +43.47% (+$367.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	6.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$839.1M)	QoQ 0.00% (+$0) YoY +3.32% (+$34.6K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	11.3K	QoQ 0.00% (+0) YoY +0.02% (-3)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$839.1M)	QoQ 0.00% (+$0) YoY -18.10% (-$222.0K)
NOKIA CORP(NOKcusip654902204)	225.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$996.8K	0.1% ($996.8K/$839.1M)	QoQ 0.00% (+$0) YoY +25.14% (+$200.3K)
(cusip92189H607)✕	3.6K	QoQ 0.00% (+0) YoY NEW(+3.6K)	All Managers (Combined)	$976.4K	0.1% ($976.4K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$976.4K)
MCDONALDS CORP(MCDcusip580135101)	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$907.1K	0.1% ($907.1K/$839.1M)	QoQ 0.00% (+$0) YoY +2.81% (+$24.8K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$905.3K	0.1% ($905.3K/$839.1M)	QoQ 0.00% (+$0) YoY +6.83% (+$57.9K)
KIMBERLY CLARK CORP(KMBcusip494368103)	6.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$821.8K	0.1% ($821.8K/$839.1M)	QoQ 0.00% (+$0) YoY +1.30% (+$10.6K)
COCA COLA CO(KOcusip191216100)	12.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$779.7K	0.1% ($779.7K/$839.1M)	QoQ 0.00% (+$0) YoY +1.76% (+$13.5K)
Atlanta Braves Holdings, Inc.(BATRKcusip047726302)	19.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$760.1K	0.1% ($760.1K/$839.1M)	QoQ 0.00% (+$0) YoY -2.04% (-$15.9K)
(cusip664925708)✕	50.2K	QoQ 0.00% (+0) YoY NEW(+50.2K)	All Managers (Combined)	$746.7K	0.1% ($746.7K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$746.7K)
GENERAL MILLS INC(GIScusip370334104)	11.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$721.4K	0.1% ($721.4K/$839.1M)	QoQ 0.00% (+$0) YoY -8.86% (-$70.1K)
NEXTERA ENERGY INC(NEEcusip65339F101)	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$716.9K	0.1% ($716.9K/$839.1M)	QoQ 0.00% (+$0) YoY +12.17% (+$77.8K)
PEPSICO INC(PEPcusip713448108)	4.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$707.1K	0.1% ($707.1K/$839.1M)	QoQ 0.00% (+$0) YoY -13.11% (-$106.7K)