Location
Columbus, OH
Holdings as of
6/30/2020
Date filed
8/17/2020
Form type
13F-HR
Num holdings
1,912
Total value ($000)
$17,511,832
Net value change ($000)
+3,013,821 (20.8%)
New positions
120
Sold out positions
91
Turnover %
1.5%
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 241,504 40.0%
AMZN 192,161 42.4%
MSFT 179,453 26.4%
META 77,318 34.3%
DFA INVESTMENT DIMENSIONS GROUP INC 56,951 26.5%
PYPL 50,647 81.3%
TSLA 45,382 108.6%
GOOGL 43,837 22.0%
NVDA 39,968 47.0%
GOOGL 38,563 19.8%
Top Reduces (Value $000, Stocks/ETFs)
RAYTHEON CO/ -21,003 -100.0%
BX -11,115 -100.0%
WABCO Holdings Inc. -7,721 -100.0%
Advanced Disposal Services, Inc. -7,354 -66.0%
WFC -6,968 -11.8%
CYPRESS SEMICONDUCTOR CORP /DE/ -6,665 -100.0%
CRUS -6,131 -64.1%
IQ -6,025 -92.9%
ANIXTER INTERNATIONAL INC -5,915 -100.0%
GE -5,518 -14.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type