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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RIO TINTO PLC

RIO|767204100

Shares:10.0K

Value:$588.1K

% of Portfolio:0.1% ($588.1K/$839.1M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:10.0K

Value:$573.5K

% of Portfolio:0.1% ($573.5K/$839.1M)

RTX Corp

RTX|75513E101

Shares:4.0K

Value:$467.6K

% of Portfolio:0.1% ($467.6K/$839.1M)

MGM Resorts International

MGM|552953101

Shares:12.5K

Value:$433.1K

% of Portfolio:0.1% ($433.1K/$839.1M)

CROWN CASTLE INC.

CCI|22822V101

Shares:4.7K

Value:$426.6K

% of Portfolio:0.1% ($426.6K/$839.1M)

Liberty Media Corp

LLYVA|531229748

Shares:6.1K

Value:$403.1K

% of Portfolio:0.0% ($403.1K/$839.1M)

Corteva, Inc.

CTVA|22052L104

Shares:6.7K

Value:$379.7K

% of Portfolio:0.0% ($379.7K/$839.1M)

Meta Platforms, Inc.

META|30303M102

Shares:500

Value:$292.8K

% of Portfolio:0.0% ($292.8K/$839.1M)

CORNING INC /NY

GLW|219350105

Shares:5.4K

Value:$256.6K

% of Portfolio:0.0% ($256.6K/$839.1M)

Apollo Global Management, Inc.

APO|03769M106

Shares:1.5K

Value:$247.7K

% of Portfolio:0.0% ($247.7K/$839.1M)

Intuitive Machines, Inc.

LUNR|46125A100

Shares:13.0K

Value:$236.1K

% of Portfolio:0.0% ($236.1K/$839.1M)

3M CO

MMM|88579Y101

Shares:1.8K

Value:$232.4K

% of Portfolio:0.0% ($232.4K/$839.1M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:6.1K

Value:$232.3K

% of Portfolio:0.0% ($232.3K/$839.1M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:1.1K

Value:$203.6K

% of Portfolio:0.0% ($203.6K/$839.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RIO TINTO PLC(RIOcusip767204100)	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$588.1K	0.1% ($588.1K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$588.1K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$573.5K	0.1% ($573.5K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$573.5K)
RTX Corp(RTXcusip75513E101)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$467.6K	0.1% ($467.6K/$839.1M)	QoQ 0.00% (+$0) YoY +18.65% (+$73.5K)
MGM Resorts International(MGMcusip552953101)	12.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$433.1K	0.1% ($433.1K/$839.1M)	QoQ 0.00% (+$0) YoY -26.60% (-$157.0K)
CROWN CASTLE INC.(CCIcusip22822V101)	4.7K	QoQ 0.00% (+0) YoY -2.28% (-110)	All Managers (Combined)	$426.6K	0.1% ($426.6K/$839.1M)	QoQ 0.00% (+$0) YoY -16.20% (-$82.5K)
Liberty Media Corp(LLYVAcusip531229748)	6.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$403.1K	0.0% ($403.1K/$839.1M)	QoQ 0.00% (+$0) YoY +57.16% (+$146.6K)
Corteva, Inc.(CTVAcusip22052L104)	6.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$379.7K	0.0% ($379.7K/$839.1M)	QoQ 0.00% (+$0) YoY -1.23% (-$4.7K)
Meta Platforms, Inc.(METAcusip30303M102)	500	QoQ 0.00% (+0) YoY NEW(+500)	All Managers (Combined)	$292.8K	0.0% ($292.8K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$292.8K)
CORNING INC /NY(GLWcusip219350105)	5.4K	QoQ 0.00% (+0) YoY NEW(+5.4K)	All Managers (Combined)	$256.6K	0.0% ($256.6K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$256.6K)
Apollo Global Management, Inc.(APOcusip03769M106)	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$247.7K	0.0% ($247.7K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$247.7K)
Intuitive Machines, Inc.(LUNRcusip46125A100)	13.0K	QoQ 0.00% (+0) YoY NEW(+13.0K)	All Managers (Combined)	$236.1K	0.0% ($236.1K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$236.1K)
3M CO(MMMcusip88579Y101)	1.8K	QoQ 0.00% (+0) YoY -56.61% (-2.3K)	All Managers (Combined)	$232.4K	0.0% ($232.4K/$839.1M)	QoQ 0.00% (+$0) YoY -47.20% (-$207.7K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	6.1K	QoQ 0.00% (+0) YoY NEW(+6.1K)	All Managers (Combined)	$232.3K	0.0% ($232.3K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$232.3K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$203.6K	0.0% ($203.6K/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$203.6K)