Location
Cincinnati, OH
Holdings as of
9/30/2021
Date filed
11/9/2021
Form type
13F-HR
Num holdings
504
Total value ($000)
$15,643,878
Net value change ($000)
+4,331,584 (38.3%)
New positions
36
Sold out positions
35
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 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 242,344 45.6%
AAPL 125,933 30.1%
CMCSA 104,637 59.7%
GS 104,246 35.8%
JNJ 101,731 47.5%
RTX 101,420 57.8%
TXN 94,752 54.9%
ORCL 90,472 58.1%
BMY 83,159 61.0%
UNH 80,618 44.0%
Top Reduces (Value $000, Stocks/ETFs)
SPY -178,650 -64.5%
JD -76,630 -100.0%
BABA -30,973 -32.5%
GOOS -13,070 -100.0%
CCOI -12,819 -100.0%
ENVESTNET, INC. -12,301 -100.0%
ASPENTECH Corp -12,284 -100.0%
MRCY -12,194 -100.0%
WWD -11,283 -100.0%
ONB -11,044 -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