Location
Indianapolis, IN
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
1,236
Total value ($000)
$274,943
Net value change ($000)
+32,774 (13.5%)
New positions
121
Sold out positions
267
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ORCL 5,014 826.0%
LLY 2,780 87.5%
MSFT 1,875 30.7%
MU 1,867 261.1%
AAPL 1,267 17.6%
CSCO 1,142 69.3%
NVDA 1,071 17.8%
SPY 994 51.4%
GOOGL 980 66.1%
RDVY 964 26.5%
Top Reduces (Value $000, Stocks/ETFs)
OUSA -2,285 -48.9%
FIRST TRUST -1,683 -100.0%
PSX -819 -59.0%
FIRST TRUST -786 -90.6%
GUGGENHEIM -738 -100.0%
FIRST TRUST -654 -100.0%
AAM -653 -54.3%
VGSH -615 -100.0%
FIRST TRUST -570 -83.7%
FIRST TRUST PORTFOLOS LP -501 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type