Rdst Capital LLC Portfolio Holdings by Sector

Rdst Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Asset Management \| Financial Services OWL APO ARES 3 stocks	$83,247 11.89% of portfolio	-	3	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG AMAT 2 stocks	$81,722 11.67% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$70,483 10.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY CRM 2 stocks	$65,535 9.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$58,345 8.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical QSR 1 stocks	$51,709 7.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH GOOGL 2 stocks	$51,474 7.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL 1 stocks	$47,204 6.74% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY 1 stocks	$41,904 5.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$41,449 5.92% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate COLD 1 stocks	$40,814 5.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials DCO 1 stocks	$35,475 5.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$28,352 4.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$2,448 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts

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