Location
Columbus, OH
Holdings as of
12/31/2020
Date filed
2/12/2021
Form type
13F-HR
Num holdings
1,940
Total value ($000)
$22,252,533
Net value change ($000)
+3,959,774 (21.6%)
New positions
154
Sold out positions
130
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 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 266,583 24.7%
TSLA 149,632 84.7%
MSFT 130,961 14.4%
AMZN 96,566 12.8%
JPM 84,351 52.4%
GOOGL 75,310 29.5%
DIS 69,966 56.4%
GOOGL 61,240 25.0%
BRK-B 54,421 22.7%
META 47,035 13.3%
Top Reduces (Value $000, Stocks/ETFs)
DFA INVESTMENT DIMENSIONS GROUP INC -298,988 -100.0%
MELI -62,997 -100.0%
YUMC -28,565 -100.0%
SCCO -20,840 -100.0%
SE -19,292 -100.0%
LULU -16,716 -100.0%
TME -11,430 -100.0%
ZM -10,996 -23.6%
VEREIT, Inc. -9,967 -100.0%
IMMUNOMEDICS INC -8,977 -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