Silverleafe Capital Partners, LLC

13F filer · CIK 0001535611

Reported Jul 2, 2026

Net seller this quarter

13F portfolio value$367MU.S. long equity reported on 13F

Positions704 new · 4 closed

Net flow last quarter-$33.5MBuys minus sells

Top 10 positions weight38.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 2, 202670 positions
QQQInvesco QQQ Trust, Series 1	$39.7M	10.82%	Not reported	+0.4%	Q3 2018
FDXFedex Corp	$21.6M	5.89%	0.03%	-0.7%	Q4 2017
BRK.ABerkshire Hathaway Inc	$21M	5.72%	Not reported	Not reported	Q4 2017
AAPLApple Inc.	$18M	4.90%	0.00%	-0.1%	Q4 2017
AZOAutozone Inc	$9.48M	2.59%	0.02%	+3.8%	Q3 2020
IAUIshares Gold Trust	$8.81M	2.40%	0.01%	+0.7%	Q1 2019
WESTWestrock Coffee Co	$7.85M	2.14%	0.99%	-79.5%	Q4 2023
MUMicron Technology Inc	$6.13M	1.67%	0.00%	+6.0%	Q4 2017
EMXCEmax Holdings Corp	$5.38M	1.47%	Not reported	+0.8%	Q3 2025
MRVLMarvell Technology, Inc.	$4.35M	1.19%	0.00%	+5.9%	Q1 2026
AIQAlliance HealthCare Services, Inc	$4.25M	1.16%	0.60%	+0.5%	Q3 2024
WMTWalmart Inc.	$3.81M	1.04%	0.00%	+0.8%	Q4 2017
GOOGAlphabet Inc.	$3.77M	1.03%	Not reported	+0.1%	Q3 2018
HBANHuntington Bancshares Inc	$3.72M	1.01%	0.01%	Not reported	Q1 2024
MSFTMicrosoft Corp	$2.94M	0.80%	0.00%	0.0%	Q1 2018
LULUlululemon athletica inc.	$2.89M	0.79%	0.02%	+11.0%	Q3 2018
GEVGE Vernova Inc.	$2.87M	0.78%	0.00%	+7.1%	Q2 2025
PLTRPalantir Technologies Inc.	$2.54M	0.69%	0.00%	-26.8%	Q4 2024
KLACKla Corp	$2.31M	0.63%	0.00%	+25.5%	Q1 2026
SPYSPDR S&P 500 ETF Trust	$2.1M	0.57%	Not reported	+2.5%	Q4 2017
VRTVertiv Holdings Co	$2.07M	0.56%	0.00%	+9.7%	Q4 2024
NVDANvidia Corp	$2.04M	0.56%	0.00%	+14.1%	Q3 2025
CORZCore Scientific, Inc./tx	$1.87M	0.51%	0.02%	Not reported	Q3 2024
LRCXLam Research Corp	$1.87M	0.51%	0.00%	+23.0%	Q3 2020
AMKRAmkor Technology, Inc.	$1.7M	0.46%	0.01%	-8.0%	Q1 2026
CTVACorteva, Inc.	$1.64M	0.45%	0.00%	Not reported	Q1 2024
AVGOBroadcom Inc.	$1.64M	0.45%	0.00%	+8.9%	Q1 2026
RKLBRocket Lab Corp	$1.32M	0.36%	0.00%	+12.8%	Q1 2026
IBITiShares Bitcoin Trust ETF	$1.24M	0.34%	0.00%	-24.5%	Q4 2024
AMZNAmazon Com Inc	$1.19M	0.32%	0.00%	Not reported	Q1 2018
VSTVistra Corp.	$1.19M	0.32%	0.00%	+7.8%	Q1 2026
MMM3m Co	$1.13M	0.31%	0.00%	Not reported	Q2 2019
PWRQuanta Services, Inc.	$1.09M	0.30%	0.00%	-6.1%	Q2 2021
CVXChevron Corp	$1.08M	0.29%	0.00%	+0.2%	Q3 2020
NBISNebius Group N.V.	$934K	0.25%	0.00%	New	Q2 2026
LITELumentum Holdings Inc.	$916K	0.25%	0.00%	+35.4%	Q1 2026
MPWRMonolithic Power Systems, Inc.	$864K	0.24%	0.00%	+38.6%	Q1 2026
TSEMTower Semiconductor Ltd	$745K	0.20%	0.00%	+3.0%	Q1 2026
BRK.BBerkshire Hathaway Inc	$724K	0.20%	Not reported	Not reported	Q4 2017
MCDMcdonalds Corp	$635K	0.17%	0.00%	Not reported	Q4 2019
TSLATesla, Inc.	$602K	0.16%	0.00%	-2.5%	Q4 2024
ABBVAbbVie Inc.	$575K	0.16%	0.00%	+0.1%	Q4 2019
AAOIApplied Optoelectronics, Inc.	$539K	0.15%	0.00%	+13.4%	Q1 2026
SPGSimon Property Group Inc.	$537K	0.15%	30.00%	Not reported	Q3 2020
QTUMQuantum Group Inc	$534K	0.15%	Not reported	+0.1%	Q1 2025
MPCMarathon Petroleum Corp	$511K	0.14%	0.00%	Not reported	Q3 2019
CBRECbre Group, Inc.	$501K	0.14%	0.00%	Not reported	Q3 2021
NKENIKE, Inc.	$493K	0.13%	0.00%	+71.6%	Q2 2025
VNOVornado Realty Trust	$472K	0.13%	0.01%	Not reported	Q3 2024
SLBSLB Limited	$465K	0.13%	0.00%	Not reported	Q3 2020

Q1 2026Reported Apr 2, 202669 positions
QQQInvesco QQQ Trust, Series 1	$31M	9.15%	Not reported	-0.4%	Q3 2018
FDXFedex Corp	$24.7M	7.31%	0.03%	0.0%	Q4 2017
BRK.ABerkshire Hathaway Inc	$20.1M	5.94%	Not reported	Not reported	Q4 2017
WESTWestrock Coffee Co	$20M	5.92%	4.84%	-0.2%	Q4 2023
AAPLApple Inc.	$15.8M	4.66%	0.00%	-0.9%	Q4 2017
IAUIshares Gold Trust	$10.2M	3.02%	0.01%	-6.5%	Q1 2019
AZOAutozone Inc	$9.66M	2.85%	0.02%	+1.6%	Q3 2020
PLTRPalantir Technologies Inc.	$4.36M	1.29%	0.00%	+1.1%	Q4 2024
WMTWalmart Inc.	$4.15M	1.23%	0.00%	-16.6%	Q4 2017
EMXCEmax Holdings Corp	$4.1M	1.21%	Not reported	+27.4%	Q3 2025
LULUlululemon athletica inc.	$3.49M	1.03%	0.02%	+253.5%	Q3 2018
HBANHuntington Bancshares Inc	$3.28M	0.97%	0.01%	+207.3%	Q1 2024
GOOGAlphabet Inc.	$3.06M	0.90%	Not reported	+4.0%	Q3 2018
AIQAlliance HealthCare Services, Inc	$3.01M	0.89%	0.60%	-64.7%	Q3 2024
MSFTMicrosoft Corp	$2.91M	0.86%	0.00%	-8.1%	Q1 2018
GEVGE Vernova Inc.	$1.99M	0.59%	0.00%	+25.3%	Q2 2025
IBITiShares Bitcoin Trust ETF	$1.89M	0.56%	0.00%	-63.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.79M	0.53%	Not reported	+19.3%	Q4 2017
RTXRTX Corp	$1.75M	0.52%	0.00%	New	Q1 2026
MUMicron Technology Inc	$1.69M	0.50%	0.00%	Not reported	Q4 2017
CTVACorteva, Inc.	$1.62M	0.48%	0.00%	Not reported	Q1 2024
NVDANvidia Corp	$1.56M	0.46%	0.00%	+282.7%	Q3 2025
VRTVertiv Holdings Co	$1.41M	0.42%	0.00%	Not reported	Q4 2024
MRVLMarvell Technology, Inc.	$1.37M	0.40%	0.00%	New	Q1 2026
CVXChevron Corp	$1.34M	0.40%	0.00%	+0.2%	Q3 2020
AVGOBroadcom Inc.	$1.23M	0.36%	0.00%	New	Q1 2026
CORZCore Scientific, Inc./tx	$1.09M	0.32%	0.02%	Not reported	Q3 2024
VSTVistra Corp.	$1.04M	0.31%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$1.04M	0.31%	0.00%	-0.7%	Q1 2018
MMM3m Co	$1.02M	0.30%	0.00%	Not reported	Q2 2019
AMKRAmkor Technology, Inc.	$967K	0.29%	0.01%	New	Q1 2026
KLACKla Corp	$897K	0.26%	0.00%	New	Q1 2026
PWRQuanta Services, Inc.	$888K	0.26%	0.00%	-1.6%	Q2 2021
LRCXLam Research Corp	$748K	0.22%	0.00%	Not reported	Q3 2020
RKLBRocket Lab Corp	$740K	0.22%	0.00%	New	Q1 2026
MCDMcdonalds Corp	$730K	0.22%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$693K	0.20%	Not reported	+2.6%	Q4 2017
LITELumentum Holdings Inc.	$554K	0.16%	0.00%	New	Q1 2026
TSLATesla, Inc.	$546K	0.16%	0.00%	-52.7%	Q4 2024
SLBSLB Limited	$514K	0.15%	0.00%	Not reported	Q3 2020
CBRECbre Group, Inc.	$503K	0.15%	0.00%	Not reported	Q3 2021
ABBVAbbVie Inc.	$496K	0.15%	0.00%	0.0%	Q4 2019
MPWRMonolithic Power Systems, Inc.	$493K	0.15%	0.00%	New	Q1 2026
MPCMarathon Petroleum Corp	$488K	0.14%	0.00%	Not reported	Q3 2019
TSEMTower Semiconductor Ltd	$487K	0.14%	0.00%	New	Q1 2026
SLViShares Silver Trust	$472K	0.14%	0.00%	-60.9%	Q3 2020
SPGSimon Property Group Inc.	$448K	0.13%	30.00%	Not reported	Q3 2020
CMSCMS Energy Corp	$388K	0.11%	0.00%	Not reported	Q1 2024
NKENIKE, Inc.	$370K	0.11%	0.00%	-0.1%	Q2 2025
QTUMQuantum Group Inc	$346K	0.10%	Not reported	+2.7%	Q1 2025

Q4 2025Reported Jan 12, 202666 positions
QQQInvesco QQQ Trust, Series 1	$33.1M	9.82%	Not reported	+0.1%	Q3 2018
BRK.ABerkshire Hathaway Inc	$21.1M	6.27%	Not reported	Not reported	Q4 2017
FDXFedex Corp	$20.1M	5.95%	0.03%	0.0%	Q4 2017
WESTWestrock Coffee Co	$19.2M	5.70%	4.88%	0.0%	Q4 2023
AAPLApple Inc.	$17.1M	5.06%	0.00%	-2.2%	Q4 2017
IAUIshares Gold Trust	$10.1M	2.98%	0.02%	+4.0%	Q1 2019
AZOAutozone Inc	$9.54M	2.83%	0.02%	+10.3%	Q3 2020
AIQAlliance HealthCare Services, Inc	$9.31M	2.76%	1.69%	-0.5%	Q3 2024
IBITiShares Bitcoin Trust ETF	$6.62M	1.96%	0.01%	+6.3%	Q4 2024
PLTRPalantir Technologies Inc.	$5.24M	1.55%	0.00%	+39.5%	Q4 2024
WMTWalmart Inc.	$4.46M	1.32%	0.00%	+0.8%	Q4 2017
MSFTMicrosoft Corp	$4.15M	1.23%	0.00%	+5.9%	Q1 2018
GOOGAlphabet Inc.	$3.22M	0.95%	Not reported	+7.7%	Q3 2018
EMXCEmax Holdings Corp	$2.98M	0.88%	Not reported	+0.1%	Q3 2025
CADECadence Financial Corp	$2.45M	0.73%	Not reported	Not reported	Q2 2022
OKLOOklo Inc.	$2.19M	0.65%	0.02%	+276.0%	Q4 2024
ETHAiShares Ethereum Trust ETF	$1.95M	0.58%	0.02%	+36.4%	Q3 2025
ARQTArcutis Biotherapeutics, Inc.	$1.83M	0.54%	0.05%	+278.8%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.57M	0.47%	Not reported	+0.1%	Q4 2017
TSLATesla, Inc.	$1.4M	0.41%	0.00%	+101.1%	Q4 2024
LULUlululemon athletica inc.	$1.34M	0.40%	0.01%	+63.3%	Q3 2018
CTVACorteva, Inc.	$1.3M	0.38%	0.00%	Not reported	Q1 2024
HWMHowmet Aerospace Inc.	$1.2M	0.36%	0.00%	+339.3%	Q3 2025
INODInnodata Inc	$1.19M	0.35%	0.07%	+187.6%	Q4 2024
GEVGE Vernova Inc.	$1.19M	0.35%	0.00%	+169.2%	Q2 2025
HBANHuntington Bancshares Inc	$1.18M	0.35%	0.00%	Not reported	Q1 2024
AMZNAmazon Com Inc	$1.16M	0.34%	0.00%	+2.2%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.15M	0.34%	0.00%	Not reported	Q4 2024
SLViShares Silver Trust	$1.14M	0.34%	0.00%	+53.7%	Q3 2020
MMM3m Co	$1.12M	0.33%	0.00%	Not reported	Q2 2019
GSGoldman Sachs Group Inc	$1.1M	0.33%	0.00%	+93.3%	Q1 2025
METAMeta Platforms, Inc.	$1.09M	0.32%	Not reported	+80.7%	Q4 2017
CORZCore Scientific, Inc./tx	$1.06M	0.31%	0.02%	Not reported	Q3 2024
HOODRobinhood Markets, Inc.	$1.06M	0.31%	0.00%	+130.0%	Q3 2025
CVXChevron Corp	$986K	0.29%	0.00%	-3.1%	Q3 2020
TEMTempus AI, Inc.	$939K	0.28%	Not reported	Not reported	Q4 2024
GOOGLAlphabet Inc.	$930K	0.28%	0.00%	Not reported	Q4 2018
MCDMcdonalds Corp	$718K	0.21%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$709K	0.21%	Not reported	+27.3%	Q4 2017
PWRQuanta Services, Inc.	$693K	0.21%	0.00%	Not reported	Q2 2021
CBRECbre Group, Inc.	$597K	0.18%	0.00%	Not reported	Q3 2021
COINCoinbase Global, Inc.	$568K	0.17%	0.00%	+104.1%	Q4 2024
ABBVAbbVie Inc.	$521K	0.15%	0.00%	0.0%	Q4 2019
ETNEaton Corp plc	$499K	0.15%	0.00%	+154.4%	Q3 2025
NKENIKE, Inc.	$446K	0.13%	0.00%	+0.1%	Q2 2025
SPGSimon Property Group Inc.	$444K	0.13%	30.00%	Not reported	Q3 2020
NVDANvidia Corp	$435K	0.13%	0.00%	+53.0%	Q3 2025
VNOVornado Realty Trust	$399K	0.12%	0.01%	Not reported	Q3 2024
GOOSCanada Goose Holdings Inc.	$389K	0.12%	Not reported	Not reported	Q4 2023
SLBSLB Limited	$384K	0.11%	0.00%	Not reported	Q3 2020

Q3 2025Reported Oct 16, 202561 positions
QQQInvesco QQQ Trust, Series 1	$32.3M	9.89%	Not reported	+2.1%	Q3 2018
WESTWestrock Coffee Co	$23M	7.03%	4.88%	0.0%	Q4 2023
BRK.ABerkshire Hathaway Inc	$21.1M	6.46%	Not reported	Not reported	Q4 2017
FDXFedex Corp	$16.4M	5.01%	0.03%	0.0%	Q4 2017
AAPLApple Inc.	$16.3M	5.00%	0.00%	+1.0%	Q4 2017
AZOAutozone Inc	$10.9M	3.35%	0.02%	+0.9%	Q3 2020
AIQAlliance HealthCare Services, Inc	$9.08M	2.78%	1.70%	-4.1%	Q3 2024
IAUIshares Gold Trust	$8.68M	2.66%	0.02%	-34.9%	Q1 2019
IBITiShares Bitcoin Trust ETF	$8.16M	2.50%	0.01%	+352.3%	Q4 2024
MSFTMicrosoft Corp	$4.19M	1.28%	0.00%	+11.8%	Q1 2018
WMTWalmart Inc.	$4.1M	1.25%	0.00%	-0.2%	Q4 2017
PLTRPalantir Technologies Inc.	$3.85M	1.18%	0.00%	-3.7%	Q4 2024
EMXCEmax Holdings Corp	$2.76M	0.84%	Not reported	New	Q3 2025
GOOGAlphabet Inc.	$2.32M	0.71%	Not reported	+1.9%	Q3 2018
CADECadence Financial Corp	$2.15M	0.66%	Not reported	Not reported	Q2 2022
ETHAiShares Ethereum Trust ETF	$2.01M	0.61%	0.02%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.53M	0.47%	Not reported	+2.0%	Q4 2017
CTVACorteva, Inc.	$1.31M	0.40%	0.00%	-1.7%	Q1 2024
HBANHuntington Bancshares Inc	$1.18M	0.36%	0.00%	-6.0%	Q1 2024
MMM3m Co	$1.09M	0.33%	0.00%	Not reported	Q2 2019
AMZNAmazon Com Inc	$1.08M	0.33%	0.00%	+4.8%	Q1 2018
CVXChevron Corp	$1.04M	0.32%	0.00%	+7.8%	Q3 2020
BMYBristol Myers Squibb Co	$916K	0.28%	0.00%	Not reported	Q3 2024
OKLOOklo Inc.	$906K	0.28%	0.01%	+12.6%	Q4 2024
MCDMcdonalds Corp	$714K	0.22%	0.00%	Not reported	Q4 2019
LULUlululemon athletica inc.	$703K	0.22%	0.00%	+259.1%	Q3 2018
TSLATesla, Inc.	$686K	0.21%	0.00%	+5.0%	Q4 2024
PWRQuanta Services, Inc.	$681K	0.21%	0.00%	-2.8%	Q2 2021
METAMeta Platforms, Inc.	$672K	0.21%	Not reported	+10.0%	Q4 2017
INODInnodata Inc	$626K	0.19%	0.03%	+9.7%	Q4 2024
HOODRobinhood Markets, Inc.	$582K	0.18%	0.00%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$557K	0.17%	Not reported	-8.3%	Q4 2017
CAGConagra Brands Inc.	$549K	0.17%	0.01%	Not reported	Q2 2025
ABBVAbbVie Inc.	$528K	0.16%	0.00%	+2.0%	Q4 2019
QUBTQuantum Computing Inc.	$521K	0.16%	0.02%	Not reported	Q1 2025
GSGoldman Sachs Group Inc	$514K	0.16%	0.00%	+11.8%	Q1 2025
SLViShares Silver Trust	$488K	0.15%	0.00%	+16.7%	Q3 2020
NKENIKE, Inc.	$488K	0.15%	0.00%	Not reported	Q2 2025
VNOVornado Realty Trust	$486K	0.15%	0.01%	Not reported	Q3 2024
SPGSimon Property Group Inc.	$450K	0.14%	30.00%	Not reported	Q3 2020
GEVGE Vernova Inc.	$416K	0.13%	0.00%	+16.4%	Q2 2025
COINCoinbase Global, Inc.	$415K	0.13%	0.00%	Not reported	Q4 2024
GOOSCanada Goose Holdings Inc.	$414K	0.13%	Not reported	Not reported	Q4 2023
DDDuPont de Nemours, Inc.	$405K	0.12%	0.00%	-14.5%	Q1 2024
MPCMarathon Petroleum Corp	$385K	0.12%	0.00%	Not reported	Q3 2019
CMSCMS Energy Corp	$366K	0.11%	0.00%	Not reported	Q1 2024
SOUNSoundhound Ai, Inc.	$354K	0.11%	0.01%	Not reported	Q4 2024
SLBSLB Limited	$344K	0.11%	0.00%	Not reported	Q3 2020
QTUMQuantum Group Inc	$329K	0.10%	Not reported	Not reported	Q1 2025
ARQTArcutis Biotherapeutics, Inc.	$313K	0.10%	0.01%	+14.7%	Q1 2025

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