Location
Tallahassee, FL
Holdings as of
6/30/2021
Date filed
8/10/2021
Form type
13F-HR
Num holdings
2,380
Total value ($000)
$52,944,547
Net value change ($000)
+2,696,761 (5.4%)
New positions
122
Sold out positions
111
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2021
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)
MSFT 253,841 11.3%
NVDA 187,237 45.9%
AAPL 167,854 6.7%
AMZN 143,940 8.5%
META 127,516 14.0%
GOOGL 112,080 14.1%
GOOGL 109,910 14.2%
BX 64,235 1323.3%
ADBE 60,735 20.7%
PYPL 59,124 16.2%
Top Reduces (Value $000, Stocks/ETFs)
LIN -176,904 -93.4%
INTC -52,303 -15.2%
Marvell Technology Group -41,932 -100.0%
JNJ -33,955 -6.1%
DIS -32,432 -7.6%
VZ -28,346 -8.8%
PG -27,219 -6.4%
VARIAN MEDICAL SYSTEMS INC -24,365 -100.0%
IAC -23,920 -100.0%
JPM -20,513 -3.4%
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