Collar Capital Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 27, 2026, Collar Capital Management, Llc disclosed 73 stock positions valued at approximately $169.61M as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, INTEL CORP, and TESLA INC.

Report Period
June 30, 2026
No. of Stocks
73
Portfolio Value
$169.61M
Holdings by Sector
Collar Capital Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICRON TECHNOLOGY INCMUTechnology7.28%10,699-11,002-50.70%$12,349,749
INTEL CORPINTCTechnology5.09%61,867-34,767-35.98%$8,638,489
TESLA INCTSLAConsumer Cyclical3.71%14,977+38+0.25%$6,299,326
WESTERN DIGITAL CORPWDCTechnology3.57%9,484-9,742-50.67%$6,057,620
APPLE INCAAPLTechnology3.15%18,470-467-2.47%$5,344,479
ALPHABET INCGOOGCommunication Services3.06%14,672-487-3.21%$5,184,058
UNITEDHEALTH GROUP INCUNHHealthcare3.04%12,418-466-3.62%$5,161,293
CITIGROUP INCCFinancial Services2.73%33,120-1,895-5.41%$4,635,475
TARGET CORPTGTConsumer Defensive2.66%34,585-981-2.76%$4,517,147
ABBVIE INCABBVHealthcare2.28%15,383-8-0.05%$3,870,978
KRAFT HEINZ COKHCConsumer Defensive2.19%157,354-1,721-1.08%$3,716,701
QUALCOMM INCQCOMTechnology2.12%19,495+3,928+25.23%$3,602,481
NVIDIA CORPORATIONNVDATechnology2.10%17,765-308-1.70%$3,554,599
APOLLO GLOBAL MGMT INCAPOFinancial Services2.07%29,663-410-1.36%$3,509,430
WESTERN UN COWUFinancial Services2.02%443,887+443,887+100.00%$3,417,930
EDISON INTLEIXUtilities2.00%45,511-2,280-4.77%$3,388,294
LINCOLN NATL CORP INDLNCFinancial Services2.00%95,763-1,445-1.49%$3,385,222
UNITED PARCEL SVCS INCUPSIndustrials1.96%30,920-537-1.71%$3,323,900
VIRTU FINL INCVIRTFinancial Services1.85%52,687-1,500-2.77%$3,138,565
SALESFORCE INCCRMTechnology1.83%19,845+2,457+14.13%$3,108,918
META PLATFORMS INCMETACommunication Services1.82%5,488-19-0.35%$3,091,336
VORNADO RLTY TRVNOReal Estate1.71%73,630-2,176-2.87%$2,893,659
DOCUSIGN INCDOCUTechnology1.69%64,559+1,999+3.20%$2,867,711
BOEING COBAIndustrials1.66%12,998-174-1.32%$2,813,677
AMAZON COM INCAMZNConsumer Cyclical1.52%10,788+45+0.42%$2,571,212
ADOBE INCADBETechnology1.51%12,523+949+8.20%$2,567,465
DOW HLDGS INCDOWBasic Materials1.49%92,507-2,950-3.09%$2,530,992
NORTHERN OIL & GAS INCNOGEnergy1.37%128,238-7,020-5.19%$2,327,520
ANNALY CAPITAL MANAGEMENT INNLYReal Estate1.33%100,679-3,905-3.73%$2,251,182
FEDEX CORPFDXIndustrials1.26%6,804-460-6.33%$2,130,537
Showing 30 of 73 holdings in the latest reporting period.