LF
| |
Longboard Fund | LONAXMutual Fund | |
| Longboard Fund | |
| Last update 2025-06-17 | 628 Stocks (28 new) |
| Value $105.00 Mil | Turnover 5 % |
Longboard Fund Top Holdings of 2025-02-28
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FI | Fiserv Inc | 1,334 | 314.4 | 0% | 0.300 | 0% | 0.000 | -19.06% | -14.54% | 97,330.9 | Software | |
AJG | Arthur J. Gallagher & Co | 924 | 312.1 | 0% | 0.300 | 0% | 0.000 | -7.45% | +12.50% | 81,450.5 | Insurance | |
BK | Bank of New York Mellon Corp | 3,474 | 309.0 | 0% | 0.290 | 0% | 0.000 | +16.38% | +21.72% | 66,127.6 | Banks | |
PGR | Progressive Corp | 1,090 | 307.4 | 0% | 0.290 | 0% | 0.000 | -8.79% | +11.39% | 153,391.3 | Insurance | |
TJX | TJX Companies Inc | 2,359 | 294.3 | 0% | 0.280 | 0% | 0.000 | +0.67% | +4.83% | 140,411.4 | Retail - Cyclical | |
NI | NiSource Inc | 7,200 | 293.8 | 0% | 0.280 | 0% | 0.000 | +0.23% | +9.20% | 18,621.0 | Utilities - Regulated | |
BRO | Brown & Brown Inc | 2,434 | 288.5 | 0% | 0.270 | 0% | 0.000 | -12.52% | +6.84% | 35,851.1 | Insurance | |
T | AT&T Inc | 10,254 | 281.1 | 0% | 0.270 | 0% | 0.000 | +0.21% | +27.46% | 204,067.3 | Telecommunication Services | |
FOXA | Fox Corp | 4,775 | 275.0 | 0% | 0.260 | 0% | 0.000 | +8.53% | +16.35% | 24,235.6 | Media - Diversified | |
ETR | Entergy Corp | 3,150 | 275.0 | 0% | 0.260 | 0% | 0.000 | -2.99% | +9.63% | 36,563.7 | Utilities - Regulated |
Longboard Fund's Historical Top Holdings Breakdowns
Longboard Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PKG | Packaging Corp of America | 2025-02-28 | Sold Out Sold Out | -0.23% | 204.69 ($226.16) 248.85 | $202.29 | -10.55% | Sold Out | 0 | -1,198 | |
NLY | Annaly Capital Management Inc | 2025-02-28 | New Buy New Buy | +0.22% | 18.12 ($19.86) 21.96 | $19.49 | -1.86% | New holding | 10,350 | 10,350 | |
AGNC | AGNC Investment Corp | 2025-02-28 | New Buy New Buy | +0.22% | 9.12 ($9.77) 10.54 | $9.39 | -3.89% | New holding | 22,288 | 22,288 | |
CTAS | Cintas Corp | 2025-02-28 | Sold Out Sold Out | -0.22% | 182.09 ($201.29) 225.79 | $219.36 | 8.98% | Sold Out | 0 | -1,280 | |
| AZPN Unlock Delisted | Aspen Technology Inc | 2025-02-28 | New Buy New Buy | +0.21% | 246.3 ($256.47) 274.8 | $264.33 | 3.06% | New holding | 837 | 837 | |
SSNC | SS&C Technologies Holdings Inc | 2025-02-28 | New Buy New Buy | +0.21% | 73.65 ($80.21) 89.13 | $83.50 | 4.10% | New holding | 2,472 | 2,472 | |
HEI | Heico Corp | 2025-02-28 | Sold Out Sold Out | -0.21% | 219.6 ($240.42) 273.37 | $324.67 | 35.04% | Sold Out | 0 | -1,016 | |
G | Genpact Ltd | 2025-02-28 | New Buy New Buy | +0.19% | 42.07 ($47.25) 55.54 | $45.92 | -2.81% | New holding | 3,839 | 3,839 | |
NFG | National Fuel Gas Co | 2025-02-28 | New Buy New Buy | +0.19% | 59.1 ($66.42) 75.2 | $84.21 | 26.78% | New holding | 2,725 | 2,725 | |
ATR | AptarGroup Inc | 2025-02-28 | Sold Out Sold Out | -0.19% | 141.7 ($156.98) 172.96 | $161.04 | 2.59% | Sold Out | 0 | -1,430 |
Longboard Fund Total Holding History ($B)
Longboard Fund's Asset Allocation
Longboard Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Longboard Fund's Hypothetical Growth since 2025-02-28
Longboard Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Longboard Fund's Holdings Heat Map
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Longboard Fund's Holdings Bubble Chart
Longboard Fund News
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