Location
Tallahassee, FL
Holdings as of
6/30/2020
Date filed
8/7/2020
Form type
13F-HR
Num holdings
2,317
Total value ($000)
$40,476,562
Net value change ($000)
+7,572,226 (23.0%)
New positions
185
Sold out positions
105
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2020
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)
AAPL 598,214 42.2%
AMZN 479,672 43.9%
MSFT 451,396 28.2%
META 202,283 37.7%
PYPL 125,011 83.0%
RTX 118,501 NEW
TSLA 113,206 111.8%
GOOGL 102,362 21.8%
GOOGL 99,273 21.2%
NVDA 98,048 47.6%
Top Reduces (Value $000, Stocks/ETFs)
RTX -102,970 -100.0%
Allergan plc -79,235 -100.0%
AON -54,255 -100.0%
RAYTHEON CO/ -51,800 -100.0%
WFC -15,409 -10.4%
GE -13,677 -15.1%
BIIB -12,764 -16.8%
BRK-B -12,673 -2.7%
CYPRESS SEMICONDUCTOR CORP /DE/ -11,366 -100.0%
HWM -9,363 -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