Silverleafe Capital Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Silverleafe Capital Partners, LLC reported 88 stock positions worth $291.0 million. Its top holding was Westrock Coffee (WEST) at 11.7% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 7.7%) and Invesco QQQ Trust Series 1 (QQQ, 7.2%). Compared with Q4 2024, it opened 13 new positions, sold out of 26, added to 19 and reduced 28. The biggest buy was a new position in iShares 20+ Year Treasury BD (TLT) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- GERMANTOWN, TN
- CIK
- 0001535611
- Portfolio Value
- $291.0M (Q1 2025)
- SEC Filing
- 0001535611-25-000005 ↗ filed Apr 21, 2025
Holdings Value
Holdings 88 stocks · $291.0M
| WEST Westrock Coffee Co. | 11.73% | 4,726,102 | $34.1M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 7.68% | 28 | $22.4M | No change |
| QQQ Invesco QQQ Trust Series 1 | 7.23% | 44,897 | $21.1M | Reduce -0.9% |
| FDX FedEx Corp. | 5.81% | 69,293 | $16.9M | No change |
| AGG iShares Core U.S. Aggregate | 5.32% | 156,393 | $15.5M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 5.31% | 27,482 | $15.4M | Reduce -7.1% |
| AAPL Apple Inc. | 5.04% | 66,036 | $14.7M | Reduce -0.7% |
| XLV SS Health Care Select Sector | 3.88% | 77,286 | $11.3M | Reduce -2.8% |
| AZO AutoZone Inc. | 3.44% | 2,622 | $10.0M | Reduce -0.8% |
| IAU iShares Gold Trust | 3.40% | 167,748 | $9.9M | Reduce -11.0% |
| CIBR First Trust Nasdaq Cybersecu | 3.09% | 142,650 | $9.0M | Reduce -1.1% |
| AIQ Global X Art Intel & Tech | 2.71% | 216,942 | $7.9M | Add +0.1% |
| IGV iShares Expanded Tech-Softwa | 2.62% | 85,744 | $7.6M | Add +5.0% |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 2.54% | 193,764 | $7.4M | Reduce -7.2% |
| VGIT Vanguard Intermediate-Term T | 2.18% | 106,899 | $6.3M | Add +0.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.18% | 80,397 | $6.3M | Add +12.8% |
| TLT iShares 20+ Year Treasury BD | 1.46% | 46,747 | $4.3M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.45% | 16,364 | $4.2M | Add +3.0% |
| FXY Invesco Currencyshares Japan | 1.44% | 68,335 | $4.2M | New |
| GS Goldman Sachs Group Inc. | 1.27% | 6,743 | $3.7M | New |
| WMT Walmart Inc. | 1.23% | 40,921 | $3.6M | Reduce -19.8% |
| XLF SS Financial Select Sector | 1.01% | 59,113 | $2.9M | Add +4.7% |
| PLTR Palantir Technologies Inc. Class A | 1.01% | 34,789 | $2.9M | Reduce -8.9% |
| IWB iShares Russell 1000 ETF | 0.99% | 9,436 | $2.9M | Add +418.2% |
| ROBT First Trust Nasdaq Artificia | 0.98% | 70,368 | $2.9M | New |
| LMT Lockheed Martin Corp. | 0.95% | 6,176 | $2.8M | Reduce -3.4% |
| MSFT Microsoft Corp. | 0.94% | 7,257 | $2.7M | Add +0.9% |
| IEF iShares 7-10 Year Treasury B | 0.87% | 26,498 | $2.5M | Add +2.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.67% | 16,546 | $2.0M | Add +4.5% |
| QTUM Defiance Quantum ETF | 0.66% | 25,796 | $1.9M | New |
| CADE Cadence Bank | 0.60% | 57,176 | $1.7M | No change |
| GOOG Alphabet Inc. Class C | 0.51% | 9,540 | $1.5M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 2,600 | $1.5M | Reduce -0.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.50% | 31,297 | $1.4M | Reduce -5.3% |
| CTVA Corteva Inc. | 0.43% | 19,692 | $1.2M | No change |
| BMY Bristol-Myers Squibb Co. | 0.43% | 20,318 | $1.2M | No change |
| BND Vanguard Total Bond Market | 0.41% | 16,346 | $1.2M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.41% | 6,002 | $1.2M | Reduce -29.3% |
| HBAN Huntington Bancshares Inc. | 0.37% | 72,625 | $1.1M | No change |
| MMM 3M Co. | 0.35% | 7,000 | $1.0M | No change |
| CVX Chevron Corp. | 0.34% | 5,901 | $987K | Add +1.4% |
| TLH iShares 10-20 Year Treasury | 0.33% | 9,131 | $947K | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.31% | 4,700 | $894K | Reduce -0.3% |
| PWR Quanta Services Inc. | 0.27% | 3,085 | $784K | Reduce -40.5% |
| MCD McDonald's Corp. | 0.25% | 2,350 | $734K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,208 | $643K | No change |
| TSLA Tesla Inc. | 0.22% | 2,449 | $635K | Add +228.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.18% | 2,778 | $536K | No change |
| META Meta Platforms Inc. Class A | 0.18% | 930 | $536K | New |
| DOW Dow Inc. | 0.18% | 14,834 | $518K | No change |
| NOG Northern Oil and Gas Inc. | 0.17% | 16,762 | $507K | Reduce -27.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.16% | 4,986 | $457K | Reduce -97.0% |
| DD Dupont DE Nemours Inc. | 0.16% | 6,075 | $454K | No change |
| INOD Innodata Inc. | 0.16% | 12,601 | $452K | Reduce -45.5% |
| ABBV Abbvie Inc. | 0.15% | 2,148 | $450K | Add +2.7% |
| VNO Vornado Realty Trust | 0.15% | 12,000 | $444K | No change |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.14% | 8,131 | $419K | Reduce -87.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.14% | 10,000 | $418K | No change |
| ARQT Arcutis Biotherapeutics Inc. | 0.14% | 26,208 | $410K | New |
| SPG Simon Property Group Inc. | 0.14% | 2,400 | $399K | No change |
| CMS CMS Energy Corp. | 0.13% | 5,000 | $376K | No change |
| FHLC Fidelity MSCI Health Care | 0.12% | 5,257 | $359K | Reduce -9.1% |
| BITX 2X Bitcoin ETF | 0.12% | 10,000 | $355K | New |
| SSO Proshares Ultra S&P500 | 0.12% | 4,097 | $339K | No change |
| KSS Kohls Corp. | 0.11% | 40,000 | $327K | Add +300.0% |
| LULU Lululemon Athletica Inc. | 0.11% | 1,100 | $311K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.10% | 894 | $302K | Reduce -62.7% |
| SCI Service Corp. International | 0.10% | 3,750 | $301K | No change |
| MPC Marathon Petroleum Corp. | 0.10% | 2,000 | $291K | No change |
| QLD Proshares Ultra QQQ | 0.09% | 3,028 | $269K | Reduce -12.3% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.09% | 7,152 | $261K | Add +1.6% |
| GOOS Canada Goose Holdings Inc. | 0.08% | 30,000 | $239K | No change |
| TGT Target Corp. | 0.08% | 2,262 | $236K | No change |
| GIS General Mills Inc. | 0.08% | 3,947 | $236K | No change |
| UPRO Proshares Ultrapro S&P 500 | 0.08% | 3,159 | $233K | New |
| SPXL Direxion Daily S&P 500 Bull | 0.08% | 1,659 | $233K | Reduce -55.5% |
| BYRN Byrna Technologies Inc. | 0.08% | 13,453 | $227K | Add +9.8% |
| QUBT Quantum Computing Inc. | 0.08% | 28,300 | $226K | New |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 2,640 | $225K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 1,126 | $218K | New |
| OKLO Oklo Inc. | 0.07% | 9,727 | $210K | Reduce -63.9% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 1,969 | $206K | No change |
| RHP Ryman Hospitality Properties | 0.07% | 2,250 | $206K | No change |
| SLV iShares Silver Trust | 0.07% | 6,623 | $205K | New |
| SOUN Soundhound AI Inc. Class A | 0.06% | 23,000 | $187K | Add +21.1% |
| CLOV Clover Health Investments Co. | 0.06% | 45,000 | $162K | No change |
| PROSHARES ULTRA ETHER ETF | 0.05% | 28,306 | $144K | New |
| CX Cemex Sab-Spons ADR Part Cer | 0.04% | 20,067 | $113K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -97.0% | 0.16% | −4.63 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −1.34 |
| ROBO Robo Global Robotics and Aut | Reduce -87.2% | 0.14% | −0.99 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.88 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.46 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.44 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.44 |
| FINX Global X Fintech ETF | Sold out | 0.00% | −0.42 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.31 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.28 |
| QBTS D-Wave Quantum Inc. | Sold out | 0.00% | −0.26 |
| PWR Quanta Services Inc. | Reduce -40.5% | 0.27% | −0.25 |
| AAPL Apple Inc. | Reduce -0.7% | 5.04% | −0.24 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.23 |
| WMT Walmart Inc. | Reduce -19.8% | 1.23% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -7.1% | 5.31% | −0.22 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.22 |
| CXW Corecivic Inc. | Sold out | 0.00% | −0.21 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.20 |
| NVDL Granitesh 2X LNG Nvda ETF | Sold out | 0.00% | −0.20 |
| IWM iShares Russell 2000 ETF | Reduce -29.3% | 0.41% | −0.18 |
| RGTI Rigetti Computing Inc. | Sold out | 0.00% | −0.18 |
| VOLATILITY SHS TR | Sold out | 0.00% | −0.17 |
| NUKZ Range Nuclear Renaissance | Reduce -7.2% | 2.54% | −0.17 |
| TEM Tempus AI Inc. Class A | Sold out | 0.00% | −0.17 |
| CYBR Cyberark Software Ltd./Israel | Reduce -62.7% | 0.10% | −0.15 |
| INOD Innodata Inc. | Reduce -45.5% | 0.16% | −0.13 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.13 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.12 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -55.5% | 0.08% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 7.23% | −0.12 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.11 |
| OKLO Oklo Inc. | Reduce -63.9% | 0.07% | −0.11 |
| UWM Proshares Ultra RUSSELL2000 | Sold out | 0.00% | −0.11 |
| NOG Northern Oil and Gas Inc. | Reduce -27.7% | 0.17% | −0.10 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.10 |
| IMMR Immersion Corporation | Sold out | 0.00% | −0.07 |
| WEAV Weave Communications Inc. | Sold out | 0.00% | −0.07 |
| OXFORD LANE CAP CORP | Sold out | 0.00% | −0.06 |
| XPER Xperi Inc. | Sold out | 0.00% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -3.4% | 0.95% | −0.04 |
| QLD Proshares Ultra QQQ | Reduce -12.3% | 0.09% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.31% | −0.02 |
| FHLC Fidelity MSCI Health Care | Reduce -9.1% | 0.12% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.50% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -5.3% | 0.50% | +0.02 |
| TLH iShares 10-20 Year Treasury | Reduce -1.3% | 0.33% | +0.03 |
| BND Vanguard Total Bond Market | Reduce -0.1% | 0.41% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.9% | 1.01% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -1.1% | 3.09% | +0.18 |
Portfolio Buys Q4 2024 → Q1 2025
| TLT iShares 20+ Year Treasury BD | New | 1.46% | +1.46 |
| FXY Invesco Currencyshares Japan | New | 1.44% | +1.44 |
| GS Goldman Sachs Group Inc. | New | 1.27% | +1.27 |
| ROBT First Trust Nasdaq Artificia | New | 0.98% | +0.98 |
| IWB iShares Russell 1000 ETF | Add +418.2% | 0.99% | +0.81 |
| QTUM Defiance Quantum ETF | New | 0.66% | +0.66 |
| AGG iShares Core U.S. Aggregate | Add +1.3% | 5.32% | +0.57 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +12.8% | 2.18% | +0.47 |
| VGIT Vanguard Intermediate-Term T | Add +0.9% | 2.18% | +0.23 |
| META Meta Platforms Inc. Class A | New | 0.18% | +0.18 |
| XLF SS Financial Select Sector | Add +4.7% | 1.01% | +0.15 |
| ARQT Arcutis Biotherapeutics Inc. | New | 0.14% | +0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.0% | 1.45% | +0.12 |
| TSLA Tesla Inc. | Add +228.3% | 0.22% | +0.12 |
| BITX 2X Bitcoin ETF | New | 0.12% | +0.12 |
| IEF iShares 7-10 Year Treasury B | Add +2.6% | 0.87% | +0.11 |
| IEI iShares 3-7 Year Treasury Bo | Add +4.5% | 0.67% | +0.09 |
| UPRO Proshares Ultrapro S&P 500 | New | 0.08% | +0.08 |
| QUBT Quantum Computing Inc. | New | 0.08% | +0.08 |
| VIG Vanguard Dividend Apprec ETF | New | 0.07% | +0.07 |
| CVX Chevron Corp. | Add +1.4% | 0.34% | +0.07 |
| SLV iShares Silver Trust | New | 0.07% | +0.07 |
| KSS Kohls Corp. | Add +300.0% | 0.11% | +0.07 |
| AIQ Global X Art Intel & Tech | Add +0.1% | 2.71% | +0.05 |
| PROSHARES ULTRA ETHER ETF | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | Add +2.7% | 0.15% | +0.04 |
| IGV iShares Expanded Tech-Softwa | Add +5.0% | 2.62% | +0.03 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +1.6% | 0.09% | +0.00 |
| MSFT Microsoft Corp. | Add +0.9% | 0.94% | −0.03 |
| BYRN Byrna Technologies Inc. | Add +9.8% | 0.08% | −0.03 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.51% | −0.05 |
| SOUN Soundhound AI Inc. Class A | Add +21.1% | 0.06% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 99 | $366.8M | QQQ, IVV, FDX, BRK.A, AAPL |
| Q1 2026 | 95 | $332.0M | QQQ, IVV, FDX, BRK.A, WEST |
| Q4 2025 | 97 | $336.6M | QQQ, IVV, BRK.A, FDX, WEST |
| Q3 2025 | 91 | $323.8M | QQQ, IVV, WEST, BRK.A, FDX |
| Q2 2025 | 87 | $286.9M | QQQ, WEST, IVV, BRK.A, FDX |
| Q1 2025 | 88 | $291.0M | WEST, BRK.A, QQQ, FDX, AGG |
| Q4 2024 | 101 | $315.1M | WEST, QQQ, FDX, BRK.A, IVV |
| Q3 2024 | 76 | $282.9M | WEST, BRK.A, FDX, QQQ, BIL |
| Q2 2024 | 76 | $283.8M | WEST, FDX, QQQ, BIL, BRK.A |
| Q1 2024 | 61 | $243.6M | WEST, FDX, QQQ, BRK.A, AAPL |