
SICART ASSOCIATES LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | FSM | 649K | $6.44M |
![]() | GH | 230K | $21.25M |
![]() | SLB | 186K | $9.54M |
![]() | MOS | 183K | $4.68M |
![]() | IONS | 159K | $11.97M |
![]() | NFLX | 155K | $14.92M |
![]() | MP | 135K | $6.52M |
![]() | T | 115K | $3.33M |
![]() | SYY | 115K | $8.18M |
![]() | WFC | 111K | $8.82M |
![]() | KHC | 110K | $2.47M |
![]() | XYZ | 105K | $6.32M |
![]() | ABNB | 94K | $11.82M |
![]() | ILMN | 83K | $10.20M |
![]() | NTR | 81K | $6.07M |
![]() | BG | 77K | $9.85M |
![]() | MDT | 73K | $6.29M |
![]() | TRGP | 53K | $13.33M |
![]() | GOOGL | 53K | $15.22M |
![]() | DIS | 51K | $4.91M |

Fortuna Mining Corp.
FSM
Shares Held
649K
Value
$6.44M

Guardant Health, Inc.
GH
Shares Held
230K
Value
$21.25M

Slb N.V.
SLB
Shares Held
186K
Value
$9.54M

The Mosaic Company
MOS
Shares Held
183K
Value
$4.68M

Ionis Pharmaceuticals, Inc.
IONS
Shares Held
159K
Value
$11.97M

Netflix, Inc.
NFLX
Shares Held
155K
Value
$14.92M

MP Materials Corp.
MP
Shares Held
135K
Value
$6.52M

AT&T Inc.
T
Shares Held
115K
Value
$3.33M

Sysco Corporation
SYY
Shares Held
115K
Value
$8.18M

Wells Fargo & Company
WFC
Shares Held
111K
Value
$8.82M

The Kraft Heinz Company
KHC
Shares Held
110K
Value
$2.47M

Block, Inc.
XYZ
Shares Held
105K
Value
$6.32M

Airbnb, Inc.
ABNB
Shares Held
94K
Value
$11.82M

Illumina, Inc.
ILMN
Shares Held
83K
Value
$10.20M

Nutrien Ltd.
NTR
Shares Held
81K
Value
$6.07M

Bunge Global S.A.
BG
Shares Held
77K
Value
$9.85M

Medtronic plc
MDT
Shares Held
73K
Value
$6.29M

Targa Resources Corp.
TRGP
Shares Held
53K
Value
$13.33M

Alphabet Inc.
GOOGL
Shares Held
53K
Value
$15.22M

The Walt Disney Company
DIS
Shares Held
51K
Value
$4.91M
